Webinar Call Funnel: Prepare Ingredients

Salesable By Ascend
62 steps
6 minutes

Salesable

Scribe

Zoom

Modalsupport

Gmail

Google Account

Step 1.1 Clone the General Webinar Call Opt-in Form

Click on **Guide me** to follow along on **Salesable**!

Log-in to [app.salesble.co](https://app.salesable.co)

Click **Sites** on the left menu bar.

On the top menu bar click on **Forms** then **Builder**.

Look for "04. **General Webinar Call Opt-In Form** TEMPLATE ONLY (DO NOT EDIT THIS - CLONE & USE)"

Click on the **3 dots** icon.

Then click on **Duplicate**.

**Edit the Form name** to your preference then Click on **Confirm** to Save.

**Congratulations**! You are done cloning the **Webinar Call Opt-in form**!

Step 1.2 : Clone Calendar Form

On the same page Look for "05. **Strategy Call Questions Form** TEMPLATE ONLY(DO NOT EDIT THIS - CLONE & USE)"

Then click the **3 dots** icon.

Click **Duplicate**.

Rename it to your preference in the **Form name field**.

Click the **Form name** field then click on **Confirm** to save.

**Congratulations**! You are done cloning your **Calendar form**!

Step 1.3: Edit Calendar Questions Form

Click **Sites then Forms**

Look for your **Cloned Strategy Call Form**.

Click the **3 dots** icon.

Click **Edit**.

**Remove** the **Template questions** in the form.

Click the plus icon on the upper left side to **quick add** questions in the form.

Or you can add your own **Custom Fields** here.

Click **Add** to create your new Custom Field.

Click **Save** and you're done editing your **Calendar Questions form!**

Step 1.4: Create Calendar Booking

Click **Calendars**.

Then click **Edit the Form name** to your preference on the top menu bar.

Click **Create Calendar**.

Then Select **Round Robin**.

**Set the name** for your Calendar.

Then you can select the **team members** you will assign. Otherwise, you can just select your name.

Click **Confirm**.

In the **Custom URL section**, you must set a **new unique name** for the URL booking widget. For example, you can add your name and the purpose of the calendar ie: "John-music-theory"

Then click **Confirm**.

**Congratulations**! You're done creating your **Calendar Booking**!

Step 1.5: Connect Zoom Account

Click **Calendars**.

Click **Calendar Settings** on the top menu bar.

Click **Connections**.

Scroll down and look for **Zoom** under **Conferencing**.

Then Click **CONNECT**.

A new window/tab will open. Then **Sign in** with your **Zoom account information**.

Click here.

Click "**Allow**" then you'll be redirected back to your Salesable.

**Congratulations**! You're done connecting your **Zoom Account**!

Step 1.6: Connect your Google Account

Go back to **Settings.**

Click **Integrations.**

Click **Sign in with Google**.

A new window will pop up then **Choose the account you want to connect.**

Click **Continue**.

Click **Allow**.

Then click **Close!**.

**Congratulations**! You are done connecting your **Google Account**!

Step 1.7: Clone Funnel Template

Click **Sites**.

Click **Funnels**.

Click **General Funnel TEMPLATES**.

Look for the **General Webinar Call Funnel**「𝚃𝙴𝙼𝙿𝙻𝙰𝚃𝙴 𝙾𝙽𝙻𝚈 𝙳𝙾 𝙽𝙾𝚃 𝙴𝙳𝙸𝚃 - 𝙲𝙻𝙾𝙽𝙴 𝚃𝙾 𝚄𝚂𝙴」

Click on the **3 dots** for the template.

Click **Clone**.

**Rename** the funnel template to your preference then click **Confirm**.

Look for your **new cloned funnel**.

Click the **3 dots** icon.

Click **Move To Folder**.

Click **Move To Root Folder**.

**Congratulations**! You are done cloning your **Webinar Call funnel Template**!

Webinar Call Funnel: Prepare Ingredients

Salesable By Ascend
62 steps
6 minutes

Salesable

Scribe

Zoom

Modalsupport

Gmail

Google Account

Step 1.1 Clone the General Webinar Call Opt-in Form

Click on **Guide me** to follow along on **Salesable**!

Log-in to [app.salesble.co](https://app.salesable.co)

Click **Sites** on the left menu bar.

On the top menu bar click on **Forms** then **Builder**.

Look for "04. **General Webinar Call Opt-In Form** TEMPLATE ONLY (DO NOT EDIT THIS - CLONE & USE)"

Click on the **3 dots** icon.

Then click on **Duplicate**.

**Edit the Form name** to your preference then Click on **Confirm** to Save.

**Congratulations**! You are done cloning the **Webinar Call Opt-in form**!

Step 1.2 : Clone Calendar Form

On the same page Look for "05. **Strategy Call Questions Form** TEMPLATE ONLY(DO NOT EDIT THIS - CLONE & USE)"

Then click the **3 dots** icon.

Click **Duplicate**.

Rename it to your preference in the **Form name field**.

Click the **Form name** field then click on **Confirm** to save.

**Congratulations**! You are done cloning your **Calendar form**!

Step 1.3: Edit Calendar Questions Form

Click **Sites then Forms**

Look for your **Cloned Strategy Call Form**.

Click the **3 dots** icon.

Click **Edit**.

**Remove** the **Template questions** in the form.

Click the plus icon on the upper left side to **quick add** questions in the form.

Or you can add your own **Custom Fields** here.

Click **Add** to create your new Custom Field.

Click **Save** and you're done editing your **Calendar Questions form!**

Step 1.4: Create Calendar Booking

Click **Calendars**.

Then click **Edit the Form name** to your preference on the top menu bar.

Click **Create Calendar**.

Then Select **Round Robin**.

**Set the name** for your Calendar.

Then you can select the **team members** you will assign. Otherwise, you can just select your name.

Click **Confirm**.

In the **Custom URL section**, you must set a **new unique name** for the URL booking widget. For example, you can add your name and the purpose of the calendar ie: "John-music-theory"

Then click **Confirm**.

**Congratulations**! You're done creating your **Calendar Booking**!

Step 1.5: Connect Zoom Account

Click **Calendars**.

Click **Calendar Settings** on the top menu bar.

Click **Connections**.

Scroll down and look for **Zoom** under **Conferencing**.

Then Click **CONNECT**.

A new window/tab will open. Then **Sign in** with your **Zoom account information**.

Click here.

Click "**Allow**" then you'll be redirected back to your Salesable.

**Congratulations**! You're done connecting your **Zoom Account**!

Step 1.6: Connect your Google Account

Go back to **Settings.**

Click **Integrations.**

Click **Sign in with Google**.

A new window will pop up then **Choose the account you want to connect.**

Click **Continue**.

Click **Allow**.

Then click **Close!**.

**Congratulations**! You are done connecting your **Google Account**!

Step 1.7: Clone Funnel Template

Click **Sites**.

Click **Funnels**.

Click **General Funnel TEMPLATES**.

Look for the **General Webinar Call Funnel**「𝚃𝙴𝙼𝙿𝙻𝙰𝚃𝙴 𝙾𝙽𝙻𝚈 𝙳𝙾 𝙽𝙾𝚃 𝙴𝙳𝙸𝚃 - 𝙲𝙻𝙾𝙽𝙴 𝚃𝙾 𝚄𝚂𝙴」

Click on the **3 dots** for the template.

Click **Clone**.

**Rename** the funnel template to your preference then click **Confirm**.

Look for your **new cloned funnel**.

Click the **3 dots** icon.

Click **Move To Folder**.

Click **Move To Root Folder**.

**Congratulations**! You are done cloning your **Webinar Call funnel Template**!