Onboarding quickstart guide
updated 30 days ago
NOTE: We have updated various parts of our UI recently, so some parts here are outdated but remain similar. We will be creating new onboarding guides in the near future.
Before you are able to create funnels to track your marketing efforts, you'll need to set up some basic configuration and add some resources.
Here I'll run you through a basic setup to get you started.
Visual person? Watch a 10 min video instead:
Step 1 - Add a custom domain
We don't provide generated domains for users, these are your responsibility. If you don't have one you can easily buy a cheap domain from somewhere like Namecheap.
To use unlimited custom domains for free with our system, you will also need to manage the domain's DNS with Cloudflare, which lets you use their system to provide SSL. We recommend using https:// for all links at all times.
Step 2 - Add initial resources
Next, lets add initial resources to our account.
By resources I mean:
A traffic source
An offer source (optional)
Not all of these are critical to your first funnel, but lets go through all of them.
If you have just created an account, you should have some test resources that we added -- an onboarding funnel and test landers/offers.
Let's accelerate things by using those in building a quick test funnel. After all, that's what they are there for.
A traffic source
Navigate to Pages and Sources > Traffic Sources. Click the (+) New button:
In the Name field you an start typing and templates will appear - you can click these to automatically fill out details. Try typing MG and selecting the template for MGID.
You will see clicking it populates tracking field and conversion tracking areas.
Otherwise, you can just write the name you'd like and move on. You can put the source in a specific category though this isn't required. For, leave cost per entry blank.
For now, lets pick the MGID template as an example. You should see:
If you look under the tracking fields and conversion tracking sections, you will see we have already populated some info:
For now, lets leave it at that - you can come back and play more with traffic sources and resource config later (as well as check out our more specific help articles and tours for these).
Landers and offers are just "pages" within FunnelFlux.
There's two key differences:
- Offers can create conversions, landers cannot.
- Offers can be attached to an offer source, which provides templating of the way you pass data (since an offer URL often points to some third-party system).
Landers are typically pages you host and control, whereas offers may come from some third-party (e.g. an affiliate network).
You can use our onboarding test landers for now, we will go through the basics of lander configuration later.
Offers are just like landers, except they can convert and create revenue.
Much like before, we can just use the onboarding test pages we have added for you, and we'll deal with the details of offer configuration in a later section of the getting started area.
Step 4 - Create a basic funnel
Since we have some basic resources set up, lets create a funnel!
Head to the funnels page and click (+) New > new Funnel. You can pick Onboarding Funnels as the group. If not available, pick any other group, or make a new one.
Click Save and Open Editor to open the funnel in the editor. Welcome to our visual builder 😃
Here you will start with a traffic node. This is a default that can't be removed, and it functions like a rotator to split traffic.
On the left-hand side are buttons that let you do a few things:
Draw - opens the node palette, which lets you drag & drop nodes as well as search through your existing pages to add them
Create - lets you create landers, offers, etc. without having to leave the funnel builder page
Links - opens the funnel settings tab, where you can generate tracking links for any node in the funnel
Settings - opens the settings tab as well
Stats - this opens a quick stats overlay, which we have throughout the app (the little ⚡ icon you see in tables). These let you break down your data quickly.
Let's add our test landers and offers to the canvas.
Click the node palette, then drag and drop your lander and offer from their lists. You can type to search for items as well. In the animation below you can see I am searching for "test". You'll likely see what you need immediately, otherwise just type onboard... to have it filter.
Now that we have added the nodes to the canvas, lets reorganise a little and then create connections between them.
You can click and drag nodes to move them, or click on the little circles that appear on hover to create connections between them:
This is the basics of building a funnel - create nodes, connect them, save and you're ready to generate links.
Step 5: Generate your first tracking link
Now that you have a basic funnel saved with a lander and offer connected, let's generate a tracking link.
In FunnelFlux, you can link to any node in the funnel - you decide where a specific user will start their journey. In most cases you'll want to link to the traffic node.
To do that, just click it. A sidebar will open with configuration options and the ability to generate a link.
In the link generation box you can choose:
A traffic source, which will determine a special parameter in the URL, as well as additional tracking info that is configured in the tracking fields section we brushed over earlier
An entrance cost. This will add a
c=some_valueparameter to your URL, declaring the cost of an incoming visitor.
The domain to use - you can select from any domains in your account
Note that FunnelFlux works a little differently to most trackers in the performance marketing space.
You do NOT need to save this link or create different links/campaigns for every traffic source, country or campaign you are running on a traffic source.
A funnel describes the journey you want users to take.
You can send traffic from any number of sources, campaigns, countries etc. to this funnel. As long as you want them to go through the same page-to-page journey, its fine.
Rather, we use the URL to pass the ID of the traffic source along with useful information that source can pass, so the URLs are dynamic.
No more saving 100 campaigns for all those micro-splittings at your traffic source -- just pass all such variations as a URL parameter in the traffic source config.
If you ever need to customise the journey for specific campaigns later, you can add condition nodes to the funnel to add routing logic, or just clone the funnel and launch new campaigns with their own funnel. Initially, keep it simple.
Step 6 - Dealing with action links
Now that you have generated a tracking link, hopefully you have tested it and you get redirected to the lander.
But how do you make the user get from the lander to the next page, the offer?
Notice in your funnel there is a connection between them labelled "action 1".
We use actions to link from page to page, creating clicks that give you your CTR metrics.
So, you will want to modify your lander so that the buttons/links on the page point the user to this "action 1" connector.
Our action links are universal, you can grab them in a few places, including in the funnel builder by right clicking on the connection:
If you are using your own lander, you'll need to modify it to use the action URL for links to the next page.
If using our test lander, it is set up to dynamically understand the tracking domain you're using and already has action links on it.
Step 7 - Check your data
Copy your tracking link and open it in a private browser window.
Try clicking through to the offer. Close the window and do this again a few times, sometimes clickthrough, sometimes not (lets create some data!).
Our test lander also has an action 2 link on it. Try clicking that.
It should fail to work, because in your funnel, you don't have any "action 2" connection from the lander. For it to, work you would need to make a new connection to something and save the funnel. You can make multiple connections from the same node to another, so try doing that (or add a new page and link action 2 to that).
Now, lets have a look at the stats. The fastest way to do this for this test is to click the stats button inside the funnel builder. This will open a quick stats overlay.
Set the time range to last 24 h > apply, then click the visitor journey button to load that report.
Visitor journey is one of our most important reports, as it lets you break down the path users take, which can get complex!
We don't have the simple "Lander + Offer" combo reporting of similar trackers as in FunnelFlux there is no requirement for a lander to come first, or be followed by an offer - you're free to do as you please, as a result we need more flexible journey reporting.
Here's what my visitor journey report looks like:
The visitor journey includes icons for the node type, making it easier to read.
Here you can see the number of unique visitors to each step, how may page views occurred at each step (in this case a page view could be a lander or offer view) and how many action clicks happened on that page.
Reading stats data can be a difficult task all on its own -- something we will cover later in the getting started section.
That's it for this tutorial.
There's a lot more to discover in FunnelFlux and plenty more to do in every section, but lets stop here - the goal of this tutorial was just to get you through the basics of creating a visual funnel, getting a tracking link, action link and seeing some stats.
Check out the rest of the Getting Started section for more in-depth tutorials.