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Test a Sales Funnel and Manage Settings

Grace from Ivorey™ avatar
Written by Grace from Ivorey™
Updated this week

Before You Dive In

This article is one step from our Master Help Guide: All About Sales Funnels. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical setup below.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

This guide is perfect if you're looking to:

  • Setup your product and pricing for a sales funnel

  • Grant access to a course after someone buys it inside a funnel

  • Connect main offers and bump offers to your funnel checkout/order form

Finalise Your Sales Funnel Settings and URL

From the Sites > Funnels tab, click on the [Settings] tab of your funnel and update the:

  1. Funnel Name
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  2. Domain - NOTE: Connecting your existing domain to Ivorey™ will mean your old website will disconnect. Ensure you only do this step at the very end when you're ready for your old site to go down, and your new Ivorey™ site to go live
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  3. Path (e.g. yourdomain.com/product-name)
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  4. Tracking Codes (Google Tag Manager, Meta Pixel, etc.)
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  5. Chat Widget (toggle ON if you've set up an Ivorey™ chat widget)
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  6. Payment Mode: Set to Live if you're ready to accept payments or Test if you want to do testing (highly recommended)
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  7. Image Optimisation: Turn OFF to preserve image quality
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  8. Require Credit Card: Keep enabled
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  9. Optimize JavaScript: Leave ON unless using heavy custom code
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  10. Click [Save]

Placing a Test Purchase Through Your Sales Funnel

  1. To test your Sales Funnel, you will need to put the Funnel into test mode by going to [Site Pages] > [Funnels] > click on your funnel > click the Settings tab > scroll down to toggle over to [Test] mode under Payment Mode
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  2. Once you have put your Funnel into test mode, you can then paste the Funnel URL into a new browser to checkout as if you were a buyer and proceed to the checkout. Use a real email address that you can actually check, ideally one that has not been used to grant offers for any of your courses/communities before
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  3. Enter dummy credit card details to the order form:
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    1. If you are using Stripe for your Payment Processor please use the dummy card number 4242 4242 4242 4242 with any expiry date set in the future and any 3 digits for the CVC. You can also refer to this Stripe Article here for dummy card testing
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    2. If you are using Square for your Payment Processor, you will first need to make sure Square Sandbox Mode is connected by going to [Payments] > [Settings] > and click [Connect] next to 'Square Sandbox Mode' > then you can use the dummy card number 4111 1111 1111 1111 with the CVC 111. You can also check this Square Article here for other Sandbox Cards to use for testing purposes
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  4. To check the order processed, you should see the new contact created in the [Contacts] tab of the Ivorey™ CRM. Click on the contact, and you should see all the transaction details on the right hand panel under Payments. You should also see any emails that sent in the main messaging panel. To see any automations that fired or course/community access that was granted, scroll down the left panel to the 'Automations' and 'Client Portal' area. If anything didn't trigger correctly and you've self-checked your work but can't find the issue - please reach out via the Help Widget so we can assist
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  5. Once you have gone through the checkout process, go back to your Funnel Settings and make sure you have turn it back onto Live Mode before sharing with your community
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Next Steps

If you’ve completed the steps above, head back to the Master Help Guide on Sales Funnels to move onto the next phase.

Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.

Frequently Asked Questions

How do I change the name of my sales funnel?

To change or update the name of your funnel, you can do so by clicking into the funnel > then clicking on the [Settings] tab > here you can change the name and the path url to match the funnel you are building. Please refer to our Test a Sales Funnel and Manage Settings guide

How do I change the URL of a funnel?

To change the main URL of your funnel go to [Site Pages] > [Funnels] > click into your funnel > then click on the [Settings] tab

How do I change the URL of any individual funnel page?

  1. Go to [Site Pages] > [Funnels] > click into your funnel

  2. Once you've connected your domain to your funnel, you will see a URL above the preview view of your funnel page. Here, you can click on the settings icon next to the URL and update your page path here.

Please note: If you see random numbers at the end of your funnel's URL, it's because of a conflict between the main funnel path and individual page paths. To fix this, make sure each page in your funnel has a slightly different path, like adding step numbers (e.g., awesome-offer-1, awesome-offer-2).

Still Need Help?

Hit the support chat widget inside Ivorey - we can:

  • Walk you through any of the steps

  • Troubleshoot anything that’s not working

We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍

Related Articles
All About Sales Funnels: A Master Help Guide
Use Order Forms Without a Sales Page
Add Products To a Sales Funnel
Post-Purchase Workflows For Sales Funnels
Customise Sales Funnel Templates
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