Overview

This is the process for setting up your journeys for Lead Generation digital marketing.

Process

  • Account Settings -> Appointment Types > New Appointment Type

  • Navigate to Menu -> Account Settings -> Client Journeys

  • Find the journey you’d like to clone for your free trial/free class campaign, click on “Actions” next to it and clone it.

  • Give your new journey a name!

  • Set up the desired appointment type by going to Actions -> Journey Settings -> Next -> Select the appropriate appointment type -> Next -> Next -> Finish

NOTE If you don't self-schedule for the appointment, enable the redirect on the Call To Action (Step 2) and that will override the scheduler when the contact inputs their contact information.

Links

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