The easiest way to acknowledge customers once they complete a desired action is a "Thank You" page. This step is typically shown once a visitor becomes a lead, for example after filling out a form or buying a product. While they are optional, they let the customer know they've completed the journey and can leave your site. Here's how to set them up.

Creating the Thank You Page

Let's begin by creating the foundation of our setup, the Thank You page. To do so, click "Add New Step" to create a new page within your funnel.

Name this new step "Thank You" and select "Create Funnel Step".

Edit the Thank You page by adding a simple message. For instance, add a headline element that says "Thank You".

Once you're happy, save your changes.

With the Thank You page ready, you can now set up redirection based on what the lead does.

Setting Up Redirection Scenarios

There are two main scenarios to consider for redirection:

Direct Purchase and Redirection

This covers the case where a lead clicks a button to make a purchase and is taken straight to the Thank You page. To set this up, select the button element and in the button actions, choose "One Click Up Downsell Product".

Select the appropriate product, select Select a step as the "Sale Actions", then select the "Thank You" page as the funnel step and save. This means that when the lead clicks, they purchase the product and land on the Thank You page.

Booking a Consultation

In this case, the lead clicks to book a consultation, picks a time, and is sent to the Thank You page once confirmed. To do this, copy the URL of the Thank You page.

Then, go to the Calendars Settings tab inside the Calendars section.

Select your consultation calendar and edit it.

Go to the Forms & Payment tab and select Redirect URL under Confirmation page.

Paste the Thank You page URL in the "Enter URL" field and save.

Troubleshooting Tips and FAQs

What if the URL for the Thank You page doesn't appear?

  • Make sure you've set up a domain for your funnel. Go to Settings and select a domain. If you haven't added one yet, you'll need to do so first.

Can I customise the Thank You page further?

  • Absolutely. The CRM allows for extensive customisation. Feel free to add more elements or personalised messages to improve the experience.

What should I do if the redirection isn't working as expected?

  • Double-check the URLs and make sure the correct actions are selected for each button. If the problem continues, review the funnel settings or get in touch with support.