How To Test An Opt-In Funnel

How To Test An Opt-In Funnel: A Step-By-Step Guide

1. Ensure Workflows are Published
   • Access Automation (left menu) and Workflows (top menu within Automation) in your FG Funnels account.
   • Edit and publish Lead Magnet Delivery workflow.
   • Build out Welcome Sequence, publish, and connect it to the Lead Magnet Delivery Workflow.
2. Check Domain Connection
   • Go to your funnel settings.
   • Confirm that your domain is connected.
3. Copy Funnel URL
   • Copy the URL of your funnel opt-in page.
   • Consider customizing the URL if needed.
4. Open Incognito Window
   • Open a private or incognito browsing window to avoid cached data interference.
   • Paste the copied URL to test the opt-in form.
5. Fill Out Opt-in Form
   • Complete the opt-in form using an alias email for testing purposes, or an email you don't mind using for testing.
   • Submit the form and ensure you land on the thank you page.
6. Verify Workflow Progress
   • Check the Lead Magnet Delivery Workflow to see if the contact is waiting for the next step.
   • Check the Welcome Sequence to ensure contacts are progressing through the emails.
7. Test Workflow Steps
   • Move the contact through the workflow manually to verify email content and links.
   • Remove the contact from the workflow if necessary.
8. Finalize Testing
   • Ensure all emails are displaying as expected.
   • Confirm that links are clickable and everything functions correctly.