Step by Step guide to creating a Summit Funnel

Alejandra C

The Summit funnel is a three-step funnel based around inviting people to an event, such as a summit for free, and then offering an upsell of goods or services related to the event.  Finally, you offer a “share” page that lets your attendees easily share information about the upcoming event, capitalizing on word-of-mouth marketing.  

This lets you get a list of attendees interested in your ideas and potentially upsell them on recordings or other goods.


Step by Step Walk Through:

    1. From the left side menu, click on Site and Funnels.
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    2. Click on Funnels.
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    3. Click on Recipes to find the pre-made funnel templates.
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    4. Click on Sell a product to filter the types of templates.
    5. Select the Summit Funnel.
      summit.png
    6. The Summit Funnel has three pages: a sales-optin page, an order form for the upsell, and a confirmation page
    7. Add a name for your funnel, then click Create Funnel.
      testpagefunnel.png

    8. Now, you will see the Funnel Workflow for your new Summit Funnel. 
    9. Click on the Sales Page to edit it.  
      salespage.png
    10. You can choose a template from the Sales Templates or create a new page from scratch by selecting the New Page button.  
      salestemplate.png
    11. Add a name and a brief description for your page.  
    12. A page URL will auto-generate, but it can be changed.  
    13. You can set up SEO settings to help search engines index your page.
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    14. To edit the content of your page, click on Edit to open the page editor.
      Edit.png

    15. You can start editing your page as needed. Adding or removing sections, rows, or elements. 
    16. Although this is a sales page, the goal is to collect information. It is important to include a field to collect your potential visitor’s email and other desired information and have a button set to ‘submit.’ 
    17. Click on Save once you have completed editing your Sales page.
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    18. Next step is the Order Form. Click on it to start building your page.
      orderpage2.png
    19. You can choose a template from the Order Templates or create a new page from scratch by selecting the New Page button. 
      ordertemplates.png

    20. Repeat steps 11, 12, and 13 to create your Order form page.
    21. To edit the content of your page, click on Edit to open the page editor.
      Edit.png
    22. An Order page needs two elements to work as expected:
      • A checkout element
      • A product added to the page
    23. Once you have edited your page, click on Save.
      checkoutsave.png
    24. Finally, you can repeat the process to create and edit your Order Confirmation page.
    25. Pages can be edited at any time.
    26. Congratulations! Now you know how to create a Summit Funnel.

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