Each snapshot comes with funnels that you can direct traffic to. You can successfully drive external traffic once you've connected your domain to a funnel. Even though your funnels have been loaded into your account, it still requires some setup and customization.
These funnels are fully functional foundational templates containing placeholder text you must change. Follow the steps below to ensure your funnels are completely set up.
If your funnel isn't connected to a domain, links you send out to contacts won't be live. Contacts will receive an empty value in texts/emails or be redirected to a 404 page. Here's how you can check if your funnel is connected:
1. Go to Sites & Forms > Funnels. Click on the funnel associated with your insurance type.
2. Click Settings under the funnel name.
3. Ensure that the domain is selected under Domains.
3. If you don't see a domain selected, choose from the dropdown options for Domain and click Save.
4. If you don't see any options in the dropdown, add a domain to Swayze using these steps.
Once added correctly, your funnel should be live. You can test this by returning to the funnel and clicking the view page button in line with the custom URL showing your domain name.
Note: If the site doesn't load immediately after adding a domain, give it up to 5 minutes. It may need some time to update.
1. In Sites & Forms click Surveys > Builder from the top menu.
2. Click on the name of a survey to open it (it may be in a folder).
3. Edit the survey to replace the following placeholder text:
Agent or Agency Name
Agent or Agency Email
Agent or Agency Phone Number
Agent or Agency NPN
4. Click Save.
5. Repeat 1 - 4 for all visible surveys.
6. Repeat for all forms in Forms > Builder.
7. Verify edits by going to the funnel page.
Tip: A quick way to replace all these placeholder texts is to copy the text and paste it into a Word document. Use Find and Replace to change them. Once you click on the section of the text you want to change in the survey, a sidebar will open on the right. Select all and copy everything in the text box.
Health Insurance Funnel
ACA Calendars
Referrals
401K Trap (Annuity Funnel)
Final Expense Click to Call
Risk Assessment Funnel
Mortgage Protection Survey + Booking
Med Advantage T65 Campaign with SOA
Med Sup T65 Campaign no SOA
Agent Signature Set-Up
Agent Recruitment Funnel
