Installation Guide
Before you can start using the Free Content Funnel system, you need to properly install and configure your agency subaccount.
Payment Method Setup
The first step is ensuring your agency subaccount has proper payment methods configured.
Why Payment Methods Matter
Enables automated billing for your clientsAllows you to charge for low-ticket offersSets up recurring billing for upsellsCreates a seamless customer experienceConfiguring Payment Methods
Navigate to your agency settingsGo to the Payments sectionConnect your payment processor (Stripe recommended)Configure your default currencySet up tax settings if applicableTesting Your Setup
Process a test transactionVerify funds appear in your accountConfirm receipt emails are workingTest refund processFunnel and Snapshot Setup
Your funnel templates and snapshots make deployment fast and consistent.
What Are Snapshots?
Snapshots are pre-built funnel templates that include:
Landing pagesThank you pagesEmail sequencesAutomation workflowsForm configurationsInstalling Funnel Snapshots
Access the Snapshot librarySelect the Free Content Funnel templateClick "Install to Subaccount"Configure branding and settingsActivate the funnelCustomizing Your Funnel
After installation, customize:
Logo and brand colorsHeadlines and copyImages and mediaForm fieldsEmail contentVerification Checklist
Before moving on, verify:
Payment processor connectedTest transaction successfulFunnel snapshot installedBranding customizedForms working correctlyEmails sending properly
