Let's look at how you can see the sales funnel you've built with Mango.
Feel free to watch the tutorial here or follow the written instructions below.
To get an overview of what your sales funnel currently looks like, you can get a visualization by clicking onto 'View Funnel" inside the Mango menu as shown.
A modal will appear that will display your current sales funnel. You can quick scan if the steps you've added in your funnel are according to your strategy.
This is useful to make sure you haven't left out any important steps. It can also help you to think about additional steps that might be helpful since you now understand from where your customers have come and where they may need to go to next.
The visualization will automatically update any time you make a change to your funnel. You can close it on the top right hand side. And of course, you can open this visualization again at any time from the main menu as previously shown.
One more important point. After you are satisfied with your sales funnel, if you haven't already, you want to update your funnel settings. Click onto Funnel Settings as shown.
It is recommended that before you go live, that you test your funnel with test payments so you can walk through all the steps as if you were the customer to ensure everything is set up correctly.
Just for your reference, when using Stripe for your checkout, you can use the following information for processing sample payments:
Credit Card: 4242 4242 4242 4242
Expiration date: Any date in the future (i.e. 01/29)
Address: Any address
Name: Any
Email: Any
After you have done so and once you've confirmed that your sales funnel is ready to go, don't forget to switch the funnel mode from "Test" to "Live" mode. This will make sure that all transactions are real and properly collected via the payment gateway.
One more important point to mention is to make sure to copy & share the "Funnel start URL" as shown. If you do not share the correct "Funnel Start URL", then your customers will not be able to flow through the funnel steps you previously set up.
So it's very important that you copy and share this particular URL from your funnel. Whether you add it into your email sequence or whenever you share it on social media or other places.
The reason this is done, is so that your customers cannot by-pass steps in your funnel. Once you're satisfied with everything, click Save Settings and you're done.
