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How do I use the Funnel Set Up Tool?


ClickMagick supports two different approaches to tracking your funnel. The recommended approach is to use ClickMagick’s Campaigns feature if you can add tracking code to all of the pages in your funnel that you want to track. Using Campaigns makes tracking funnels very easy.

If this describes your setup, you can learn about Campaigns in this article:

How do I get started with ClickMagick?


In some cases, you may have to use tracking links to track your funnel. In these cases, you can use ClickMagick’s Funnel Set Up Tool, but this approach is more complicated and is the reason we recommend using Campaigns if possible.

Setting up a funnel in ClickMagick using tracking links and the Funnel Set Up Tool requires that you set up three link groups and a tracking link for each page in the funnel that you want to track. Setting all that up can be tedious so we created the Funnel Set Up Tool which will do most of the work for you.

The Funnel Set Up Tool will create a primary link group which will contain tracking links to all the pages in your funnel that you want to track.

The tool will also create a Funnel Entry Links sub-group where you’ll create all the tracking links that you’ll use to track individual traffic sources.

And finally, the tool will create a Funnel Email Links sub-group which will contain any trackings links that you’ll use in email messages to drive people back into the middle of your funnel, to a page after your opt-in page. 


The Funnel Set Up Tool

The Funnel Set Up Tool, which you can find in the Tools menu, makes it easy to create all three link groups and to create all the tracking links that you can use to connect your funnel pages together.

All you need to do is first tell the Funnel Set Up Tool what the first page of the funnel is, then you can list all of your other pages—with a unique page name and URL—and the tool will create all the links for you.

Once you’ve created your trackings links with the Funnel Set Up Tool, you can use the tracking links to connect the pages in your funnel.

Follow these steps:
 
1.    Implementing Your Funnel Tracking Links

Once you have your tracking links created, the next step is take each tracking link and connect your actual web pages together. Just replace all the regular links you’ve been using to connect the pages together.

With tracking links in place, ClickMagick can record all traffic flowing through your funnel and you can see exactly what is happening on a page-by-page basis. 

The next step is to create “entry links” to your funnel so you can independently track the results of your different traffic sources. 
 
 
2.    Create Entry Links for Every Traffic Source

When the Funnel Set Up Tool creates the tracking links to your pages, it also creates two sub-groups for two special types of tracking links: entry links and email links.

The sub-group named Funnel Entry Links tells ClickMagick that any tracking links in that sub-group are meant to be used as tracking links for different traffic sources.

So, for example, if you gave your funnel the name “Golf Clubs”, your tracking links would be in that group, but your entry links would be in the sub-group named Golf Clubs > Funnel Entry Links.

To create your entry links, first select the Funnel Entry Links sub-group from the drop-down menu.

Next, hover over “Create New Link” and choose “Clone Funnel Entry Link” for each traffic source that you want to track.

You could clone a link for Google Ads, one for Bing, another for YouTube, a fourth one for your blog, etc. Do whatever makes sense for your funnel. You can rename the links after you clone them.

You can now use those entry links to promote different traffic sources and track their results independently. 
 
 
Note: If your funnel leads into an affiliate network that you’ve set up using a Postback URL, remember to use the [clickid] token in the Primary URL of your entry links. To learn more about to set up a Postback URL, read this article:

How do I track sales using Postback URLs?
 
 
3.    Create Tracking Links for Email Messages

The second sub-group that the Funnel Set Up Tool automatically creates is named Funnel Email Links.

The Funnel Email Links sub-group holds tracking links that you intend to use in an email follow-up series. These email links should point to a page in your funnel someplace after the opt-in page where your visitors sign up to be on your email list. This would typically be some kind of offer page.

If you don’t have an email list, you can ignore this sub-group.

In many cases, creating a single email link is all you’ll need to do if you just want to know how many times people return to your funnel from a follow-up email.

But, if you want to track your results on an email-by-email basis to see how each individual email performs, simply create a tracking link for each message.

If all of your emails links are going to point to the same page, you can create the first tracking link, then use the “Clone Link” function to quickly create your other tracking links.
 
4.    Add tracking pixels to your pages to track conversions

To make your funnels even easier to track, you can place “tracking pixels” on key pages of your funnel and see the results of these tracking pixels in the A, E, and S columns of your stats. You can read all about tracking pixels here:
 
  How do I track conversions using Tracking Pixels?


 
Maintaining your Funnel

Once your funnel is up and running, you might decide to add additional pages to it. No problem.

Just go to your main funnel group where your other tracking links are, then new tracking links using the “Create New Link” command.

After you’ve created the tracking links, connect your new pages into your funnel and everything from that point forward will track automatically.

If you need to create additional entry links or email links, just go to those sub-groups and create them just like you did in the earlier steps.

 
Note: If you discover that you have a tracking link that is attributing conversions to your Entry Link when you don’t want it to, you can change this option at any time.

The default is to automatically attribute conversions to your Entry Link, but you may need to change this if you’re using conversion tracking in a non-traditional way—for example, if you’re using the Engagement tracking pixel in the Pixels setting of a tracking link to count clicks, rather than on a web page to track conversions, etc.

If you want a pixel to only attribute a conversion to a specific tracking link and not to the Entry Link also, you can go into the Advanced Settings of the tracking link and change the “Attribute” setting to “this link only”.


Article 472 Last updated: 07/02/2020 7:15:38 PM
https://www.clickmagick.com/kb/?article=472