Guidelines for Relaunching a Specific Project:


Funnel Builder

  • Check the mobile site version of the funnel for any added or removed elements to ensure the changes were reflected in both views.
  • Create a new form for any duplicated funnel step that has a form inside.
  • Inspect every button and hyperlink text to ensure that they redirect to the correct funnel step or link.
  • Update the footer year from "Copyright YYYY" to "Copyright {{right_year.now}}" to reflect the current year.
  • Inform the Integration team if the order form page has been split into control and variation.


Automation (Integration Team)

  • When creating a new automation, model the existing automation and update the Workflow trigger, tags, opportunities, etc. to ensure proper integration.
  • If a funnel step with an order form has been duplicated, make sure to update the existing workflow for the sale and bump accordingly.
  • When changes have been made to the workflow for sale, upsell, and bump, it is crucial to test the payment thoroughly.
  • Do a final test of the whole flow as this measure ensures that all the changes have been properly integrated and that the automation runs smoothly without any unexpected issues.