Advice and answers from the ClickFunnels Team

When you are finished building out your pages and funnel, it is extremely important to test your funnel.

When you test your funnel, test it in either Chrome Incognito mode or Firefox/Safari Private Browsing mode. This will allow you to experience your funnel as a new visitor without any cookies in your browser.

  • To open Chrome Incognito, while inside Chrome just press either Ctrl + Shift + N (Windows) or Cmd + Shift + N (Mac) 
  • To open Firefox Private Browsing, while inside Firefox, press Ctrl + Shift + P (Windows) or Cmd + Shift + P (Mac) 
  • To open Safari Private Browsing, while inside Safari, press Ctrl + Shift + N (Windows) or Cmd + Shift + N (Mac)

Also make sure to completely close the Incognito or Private window in between tests to let it clear out and start fresh each time.

You can also Right-Click the Preview button in the editor or the Preview buttons on the funnel dashboard and open a new Incognito or Private Window from there.

Below are some of the things that you should test.

URLs

There are three different places to check. Make sure that each page, funnel step, and funnel URL is set up correctly. If you are using Custom Domains, you will need to make sure that it is set in all three spots.

  1. Funnel URL - Go to the funnel settings to update the funnel URL. The funnel URL will always send users to the first step in the funnel. This is useful in case you might be changing the first step of your funnel in the future. 
  2. Funnel Step URL - The funnel step URL will send users directly to the funnel step. This is useful in case you are split testing your funnel step. The funnel step URL will rotate automatically between the 2-3 page variations for your funnel step. 
  3. Page Variation URL - The page variation URL will lead directly to each page variation. The only difference here is that the control page URL will still rotate between page variations. This is also the URL that will display in the address bar when the page loads. 

Order Testing

If you are selling a product, you will want to make sure that the checkout process is working correctly.

It is recommended that you test each product on your order form. When you test your order forms and pages, use a unique email address to further simulate the experience of a new visitor to your pages.

See Article: Using Unique Email Addresses To Test Your Funnels

This is especially important if you are providing access to a membership area with a product purchase. You will want to ensure the Access Purchase link on your Order Confirmation page is linked correctly and that users can register.

Please see this article for more information on testing your order forms with Stripe:

How To Run A Test Purchase On Your Stripe Order Forms

If you are using another payment gateway such as Infusionsoft or Ontraport, you will need to make sure that the payment gateway is set to accept test transactions first.

If you are using Braintree, you will need to have a sandbox integration set up with Braintree. Please see this article (coming soon): Setting Up A Braintree Sandbox Integration

After you are done testing your order form, make sure that you turn Test Mode off in your funnel settings.

Funnel Order and Flow

When you test your funnel, it is essential to make sure that each page goes to the correct page after submitting forms.

Some common issues that you might need to check are:

  1. Make sure that your submit button for your forms is set to #submit-form in the URL/Action field in the button settings.
  2. If you are linking to the next page in your funnel use the #next-url# action in the URL/Action field. 
  3. If you are linking to external pages or another page in the funnel, use the complete URL and make sure that you remove the # from the URL field settings.

If you notice that you aren't being taken to the correct page, and everything is setup correctly, please see this article to learn How To Clear Your Funnel Cache.

Leads

If you have built an optin page, it is critical that you make sure that leads are making it through to your Contacts in ClickFunnels as well as your integrated autoresponder.

You can test this by simply filling out the form on your page and then checking in the Contacts section on your funnel step dashboard to make sure that the lead came through.

If you have integrated with a 3rd Party Autoresponder, check to make sure that the lead was added there as well.

For API integrations, it might take up to five minutes for the lead to be added to your autoresponder.

When you test your optin forms and pages, use a unique email address to further simulate the experience of a new visitor to your pages.

See Articles:

Using Unique Email Addresses To Test Your Funnels

Using An Address Alias (Google Article)

Members Registration & Login

If you have a membership site, make sure that you are able to register for your membership site using the Secret Sign Up URL and a unique email address. (Do not use your ClickFunnels account email address or you will automatically have access to all restricted sections.)

Test this in a new incognito or private browsing window.

After you have tested signing up, close out the window and open a new window with the Login URL for your membership area page and try logging in with the new user you just created.

If you do not see any of the Lesson Sections in the membership area, you may need to manually add access for those sections.

Videos Playing

If you have videos on your pages, make sure that each video is playing correctly.

Open each page that has a video in an incognito or private window and test the videos to make sure that they play correctly.

Emails and Actions

If you are sending emails from within your funnels or you have actions set up on your funnels, it is important to make sure that these are working.

You can test these by opting into the funnel and/or purchasing the products.

If you are seeing issues with your emails not sending, please check your SMTP settings in your account.

You will also need to make sure that your SMTP account is selected in your funnel settings.

Learn More About SMTP Settings

Responsive Design

ClickFunnels pages are responsive by default. However, in some cases, the way that you design your pages to be viewed on a desktop or laptop screen, may not look the way you intended on Mobile.

In these cases you may need to recreate a section to be viewed only and desktop and a similar one to be viewed on mobile.

Here are some articles about mobile responsiveness in ClickFunnels:

Using the Mobile/Desktop Toggle Setting

Getting Started #4: Using the Page Editor

Social Share Image and Meta Data

First, make sure that you update the Meta Data/Social Settings in your page editor settings.

Do this for every single page. Make it a habit to do it when you first create a new page.

It is highly recommended that you check the social share image for each page.

The best way to do this is to create a new post on Facebook with the URL for your page.

If the post does not look the way you intended, please see this article:

Incorrect Images / Titles Pulled by Facebook and Social Media

Affiliate Commissions

If you are using Backpack for affiliate tracking, it is important that you check to make sure that your commissions are tracking correctly before your big affiliate launch.

Not doing so can really upset your affiliates.

If you notice that your commissions are not tracking, there are a few things to check.

  1. Make sure that each affiliate is assigned to the correct Affiliate Type.
  2. Make sure that this affiliate type is assigned correctly in the Commission Plan.
  3. Make sure that the correct Commission Plan is assigned in your Funnel Settings.
  4. Make sure that your product is set to be commissionable in the Product Settings.

Remember:

  • Affiliates are assigned to an Affiliate Type
  • Affiliate Types make up your Commission Plan
  • Commission Plans are assigned in your Funnel Settings

Other Funnel Steps

Before launching your funnel, check the “Other Funnel Steps” dropdown in your funnel. If you have no need for the pages, take the time to delete them.

If you are using a page, it is easiest to have it be in the funnel, even if it is at the very end of the funnel.

ClickFunnels Affiliate Badge

We would love for you to promote us and pay you a commission for doing so.

However, we don’t get offended when you decide to not have the Affiliate Badge on your pages.

You can turn this off in two places.

  1. In your account settings under Account Details
  2. Inside the Page Editor go to Settings > Affiliate Badge

If the badge is not turning off for you, turn the badge back on, save the page, turn it off, and then save the page again.

Funnel Settings

It is highly recommend that you go through the funnel settings prior to launching your funnel. This is one of the last “double checks” that you will do.

Make sure that everything set correctly and that test mode is disabled.

Click Settings near the top of the page to access your Funnel Settings.

Page Editor Settings

It is equally important to double check your settings in the page editor.

Go through each setting to make sure that everything is correct.

Contact Support

If after you have checked everything, and you still can’t figure out why your funnel isn’t ready to go, contact support.

Find this icon:

This is in the upper left hand corner of the screen in the page editor and in the bottom right hand screen everywhere else in the app.

Other Troubleshooting Articles

Troubleshooting: Unwanted Extra Spacing on the Page

Troubleshooting Issues With API Email Integrations (Account Level)

Weekly Live Q&A - June 23rd, 2015 - Basic Troubleshooting before submitting a Support ticket

Troubleshooting Your Email Autoresponder (Page Settings)

Troubleshooting Your SMTP Settings (Outbound / SMTP Emails Aren't Sending)

Using Unique Email Addresses To Test Your Funnels

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