Application Funnel : 1. Prepare Ingredients
Salesable By Ascend
71 steps
6 minutes
Lclink
Salesable
1
Log-in to [app.salesable.co](https://app.salesable.co/v2/location/zyNujzMrcFv7iiWbGH4n/dashboard)
2
On the dashboard, you'll see a left menu bar.
Step 1.1: Clone Opt-in Form
3
Click [[Sites]]
4
On top menu bar
5
Click [[Forms]]
6
In the content area, you'll see [["01. General Application Opt-In Form TEMPLATE ONLY (DO NOT EDIT THIS - CLONE & USE)"]]
7
Hover your cursor to the right, click on the [[3-dot menu]]
8
Click [["Duplicate"]]
9
Edit the form name accordingly.
10
Once completed renaming [["Form name"]] field.
11
Click [["Confirm"]]
12
On the top right corner, you'll see a notification that the form is duplicated.
Step 1.2 - Clone Questionnaire Form
13
Remaining in the same content area, look for [["02. General Application Questions Form TEMPLATE ONLY(DO NOT EDIT THIS - CLONE & USE)"]]
14
Move your cursor to the right, click on the [[3-dot menu.]]
15
Click [["Duplicate"]]
16
Edit the form name accordingly.
17
Once completed renaming [["Form name"]] field.
18
Click [["Confirm"]]
19
On the top right corner, you'll see a notification that the form is duplicated.
Step 1.3 - Edit Opt-in Form
20
To locate your duplicated forms, above the content area, click [[Recent]].
21
Find & click on your Opt-in From
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This is your form editor.
23
On the top right hand corner
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Click [["Styles & Options"]] button
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A menu bar will pop out on the right for you to edit your form outlook accordingly.
26
You can explore [[Form Style]]
27
Uplift your[[ Label]]
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Or head over to [["Themes"]]
29
To select from a pool of templates readily available for you.
30
Once you're done editing, on the top right of the browser
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Click [["Save" ]]
Step 1.4 - Edit Questionnaire Form
32
Going back to your content area
33
Find & click into your Questionnaire Form.
34
On the top right hand corner, find [["Styles & Options"]] button.
35
A menu bar will pop out on the right for you to edit your form outlook accordingly.
36
To edit your form's question fields...
37
On the top left of the form editor
38
Cclick [["Add Form Element"]] button.
39
You'll see a pop up menu on the left of your browser.\ Here you can choose the ready-fields to add into your form.
40
To add, select and drag
41
Hover over to your form to decide on where you want to place it. Release to place.
42
If you want a custom field, on the pop up menu, click [["Custom Fields"]]
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Click "[[+ Add"]]
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You can choose from a menu of the different types of fields you'd like to create.
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Once you've selected a type, you'll see a preview on the right.
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Click [["Next"]] to confirm.
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Click on [["Name"]] field.
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Edit the [["Name" ]]field.
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Click [["Group"]]
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Click [["Contact"]]
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Click [["Save"]]
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Going back to your pop up menu on the left.
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Click the [["Search by Name"]] field.
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Type in the keyword of your newly created custom field.
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Expand the filter.
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Select your [[Custom Field]]
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Drag & drop onto your form.
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To delete any field, hover your cursor over the field and click [[X ]]
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Once you're done editing, click [["Save"]] on the top right of form editor.
Step 1.5 - Clone Application Funnel
60
On the left menu bar, click [["Sites"]]
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On the top menu bar, click [["Funnels"]]
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Click [["General Funnel TEMPLATES"]]
63
Find[["General Application Funnel「𝚃𝙴𝙼𝙿𝙻𝙰𝚃𝙴 𝙾𝙽𝙻𝚈 𝙳𝙾 𝙽𝙾𝚃 𝙴𝙳𝙸𝚃 - 𝙲𝙻𝙾𝙽𝙴 𝚃𝙾 𝚄𝚂𝙴」\ Version 2"]]
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Move your cursor to the right to see a [[3-dot menu]] .
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Click the menu and find[["Clone"]]
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Rename your [["Funnel Name" ]]field.
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Once you've completed,
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Click "Confirm"
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You'll see a notification on the top right that your funnel is cloning.
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To find your newly cloned funnel, click [["Recent"]] just above your content area.
71
You'll be able to find your funnel at the top.
You're done preparing your ingredients for Application Funnel ✅
Application Funnel : 1. Prepare Ingredients
Salesable By Ascend
71 steps
6 minutes
Lclink
Salesable
1
Log-in to [app.salesable.co](https://app.salesable.co/v2/location/zyNujzMrcFv7iiWbGH4n/dashboard)
2
On the dashboard, you'll see a left menu bar.
Step 1.1: Clone Opt-in Form
3
Click [[Sites]]
4
On top menu bar
5
Click [[Forms]]
6
In the content area, you'll see [["01. General Application Opt-In Form TEMPLATE ONLY (DO NOT EDIT THIS - CLONE & USE)"]]
7
Hover your cursor to the right, click on the [[3-dot menu]]
8
Click [["Duplicate"]]
9
Edit the form name accordingly.
10
Once completed renaming [["Form name"]] field.
11
Click [["Confirm"]]
12
On the top right corner, you'll see a notification that the form is duplicated.
Step 1.2 - Clone Questionnaire Form
13
Remaining in the same content area, look for [["02. General Application Questions Form TEMPLATE ONLY(DO NOT EDIT THIS - CLONE & USE)"]]
14
Move your cursor to the right, click on the [[3-dot menu.]]
15
Click [["Duplicate"]]
16
Edit the form name accordingly.
17
Once completed renaming [["Form name"]] field.
18
Click [["Confirm"]]
19
On the top right corner, you'll see a notification that the form is duplicated.
Step 1.3 - Edit Opt-in Form
20
To locate your duplicated forms, above the content area, click [[Recent]].
21
Find & click on your Opt-in From
22
This is your form editor.
23
On the top right hand corner
24
Click [["Styles & Options"]] button
25
A menu bar will pop out on the right for you to edit your form outlook accordingly.
26
You can explore [[Form Style]]
27
Uplift your[[ Label]]
28
Or head over to [["Themes"]]
29
To select from a pool of templates readily available for you.
30
Once you're done editing, on the top right of the browser
31
Click [["Save" ]]
Step 1.4 - Edit Questionnaire Form
32
Going back to your content area
33
Find & click into your Questionnaire Form.
34
On the top right hand corner, find [["Styles & Options"]] button.
35
A menu bar will pop out on the right for you to edit your form outlook accordingly.
36
To edit your form's question fields...
37
On the top left of the form editor
38
Cclick [["Add Form Element"]] button.
39
You'll see a pop up menu on the left of your browser.\ Here you can choose the ready-fields to add into your form.
40
To add, select and drag
41
Hover over to your form to decide on where you want to place it. Release to place.
42
If you want a custom field, on the pop up menu, click [["Custom Fields"]]
43
Click "[[+ Add"]]
44
You can choose from a menu of the different types of fields you'd like to create.
45
Once you've selected a type, you'll see a preview on the right.
46
Click [["Next"]] to confirm.
47
Click on [["Name"]] field.
48
Edit the [["Name" ]]field.
49
Click [["Group"]]
50
Click [["Contact"]]
51
Click [["Save"]]
52
Going back to your pop up menu on the left.
53
Click the [["Search by Name"]] field.
54
Type in the keyword of your newly created custom field.
55
Expand the filter.
56
Select your [[Custom Field]]
57
Drag & drop onto your form.
58
To delete any field, hover your cursor over the field and click [[X ]]
59
Once you're done editing, click [["Save"]] on the top right of form editor.
Step 1.5 - Clone Application Funnel
60
On the left menu bar, click [["Sites"]]
61
On the top menu bar, click [["Funnels"]]
62
Click [["General Funnel TEMPLATES"]]
63
Find[["General Application Funnel「𝚃𝙴𝙼𝙿𝙻𝙰𝚃𝙴 𝙾𝙽𝙻𝚈 𝙳𝙾 𝙽𝙾𝚃 𝙴𝙳𝙸𝚃 - 𝙲𝙻𝙾𝙽𝙴 𝚃𝙾 𝚄𝚂𝙴」\ Version 2"]]
64
Move your cursor to the right to see a [[3-dot menu]] .
65
Click the menu and find[["Clone"]]
66
Rename your [["Funnel Name" ]]field.
67
Once you've completed,
68
Click "Confirm"
69
You'll see a notification on the top right that your funnel is cloning.
70
To find your newly cloned funnel, click [["Recent"]] just above your content area.
71
You'll be able to find your funnel at the top.
You're done preparing your ingredients for Application Funnel ✅
