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Step-by-Step guide to creating an Ask Campaign Funnel

Created by Faye BSG, Modified on Thu, 30 Nov 2023 at 12:39 PM by Education Team

The ask page is a simple one-question survey to discover your customer’s #1 challenges related to your topic. In the “Expert Secrets” book, I talk about creating “Ask Campaigns.” These campaigns are great at identifying your customer’s needs so you can create products or services to help them. These pages are powerful for running simple surveys and Ask Campaigns.


Step by Step Walk Through:

    1. From the left side menu, click on Site and Funnels.
      2022-12-07_11-15-16.png
    2. Click on Funnels.
      2022-12-07_11-16-36.png
    3. Click on Recipes to find the pre-made funnel templates.
      2022-12-07_11-18-55.png
    4. Click on Generate Leads to filter the types of templates.
    5. Select the Ask Campaign Funnel.
      askfunnel.png
    6. The Ask Campaign Funnel has two pages: an opt-in (ask) page and a thank-you 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 Ask Campaign Funnel. 
    9. Click on the Opt-in Page to edit it.
      7.png
    10. You can choose a template from the first Opt-In Templates or create a new page from scratch by selecting the New Page button.  
      9.png
    11. Add a name and a brief description for your page.  
    12. page URL will auto-generate, but it can be changed.  
    13. You can set up SEO settings to help search engines index your page.
      11-12-13.png
    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. An opt-in page needs two elements to work as expected:

        • At least an email field to collect email addresses. 


        • A button set to 'Submit the Page.'
    17. Click Save once you have finished editing your page.
      16-17.png

    18. Repeat the process to edit your Thank you page.

    19. Pages can be edited at any time.

    20. Congratulations! Now you know how to create an Ask Campaign Funnel.

You might find these links helpful:

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