CONSULT FUNNEL TROUBLESHOOTING GUIDE
INTRO
Intro to Funnel Troubleshooting
Thrive is here to help you get onboarded and build your funnels for you. But we are not set up to be your Tech Support (when you inevitably run into tech challenges).
If something isn't working properly, you can find the answer in this troubleshooting guide! We gathered the most common issues you may run into so that you've got a quick, go-to fix anytime a problem pops up.
You can just search for the step and follow the instructions to troubleshoot the issue. But if you're still having trouble fixing the issue, you can:
A | Ask the Get Support Team (blue button in the lower right corner of Thrive Machine). ↘️
・Start with AI (for immediate answers).
・If that doesn't answer your question, ask for a Live Agent.
・If chat isn't answering your question, you can ask for a personalized video or a zoom call.
B | Book a Specialty Coaching Session (Tech Guidance) with our Tech Guide. ↗️
We have hired a huge team to support you 24/7 through chat, and Zoom.
And, you can click here to learn more about the 5 branches of tech support available to you. ↗️
CONSULT APPLICATION PAGE
Step 1 | If your URL doesn't work
・Here's how to connect your domain ↗️
Step 2 | If you're not happy with the Copy or Formatting
・Update it using What Are the Basic Editing Tools? section in your walkthrough. ↗️
・Need extra support? Book a Specialty Call (Copy Coaching) ↗️
Step 3 | If clicking any buttons didn't scroll you down to the Application Form
・Open 1a | Consult Application Page (Edit Version).
・Scroll down and click the "Apply for a Session" button. (Make sure it's highlighted in orange.)
・On the right, you will see the General button settings.
・Scroll down all the way to "Button Actions" at the bottom.
・Open the "link to" dropdown and select "Scroll to Element" option.
・Directly below that, select "7 Application CTA" option.
・Click Save. Then, click Publish.
Step 4 | If you want to change the copy of questions or the boxes on the Application Form
・Open 1a | Consult Application Page (Edit Version).
・Scroll down and click on your Application Form. (Make sure it's highlighted in orange.)
・On the right, you will see the Questionnaire settings.
・Under "Margin and Padding," click the dropdown and select "8.0 Consult Application"
・Click the blue "Edit Form" button. You will be taken to a new window where you can edit your Form.
・On the left side, close the "Form Element" settings.
・Then click on the field of the question you want to edit.
・On the right, the "General Settings" menu will appear. Look for the "Label" field and edit the question there directly.
・After editing, click the blue "Save" button on the top right.
Step 5a | If you weren't taken to the Scheduling Page
・Open 1a | Consult Application Page (Working Draft version).
・Click the Application Form at the bottom. (Make sure it's highlighted in orange).
・On the right, under the "Button Actions" click the "Redirect action" dropdown.
・Select the "Go to Next Page" option.
・Click Save. Then, click Publish.
Step 5b | If you didn't receive the "Opt-In List" tag
・Go to Automations / Workflows / Consult Funnel Workflows 8.0
・Go to your first workflow step or 1 | Invite Them to Consult.
・Look for the automation called ["Opt-In List" Tag is Automatically Added"].
・Select the “Tags” dropdown and choose the "Opt-In List" Tag
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
Step 5c | If you weren't added to "Warm Potential Clients" Pipeline
・Go to Automations / Workflows / Consult Funnel Workflows 8.0
・Go to your second workflow step or 2 | When They Apply for Consult.
・Look for the automation called [Add to "Potential Clients" Pipeline].
・Select the "In Pipeline" dropdown and choose "Warm Potential Clients".
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
Step 5d | If you didn't find the answers in Form Submissions
・Open 1a | Consult Application Page (Edit Version).
・Click the Application Form at the bottom. (Make sure it's highlighted in orange).
・On the right, underneath Margin & Padding preview, click on the dropdown.
・Select the "8.0 Consult Application" option.
・Click Save. Then, click Publish.
・Open your Application Page URL. Fill out the form again and resubmit your answers.
・Find your answers to the application under: Sites > Forms > Submissions > 8.0 Consult Application
CONSULT SCHEDULING PAGE
Step 1 | If your URL doesn't work
・Here's how to connect your domain ↗️
Step 2 | If you're not happy with the Copy or Formatting
・Update it using What Are the Basic Editing Tools? section in your walkthrough. ↗️
・Need extra support? Book a Specialty Call (Copy Coaching) ↗️
Step 3 | If clicking the button didn't scroll you down to your Consult Calendar
For 2a | Scheduling Page (After Application):
・Open your Scheduling Page (Edit Version).
・Scroll down and click the "Choose Your Time Below" button. (Make sure it's highlighted in orange.)
・On the right, you will see the General button settings.
・Scroll down all the way to "Button Actions" at the bottom.
・Open the "link to" dropdown and select "Scroll to Element" option.
・Below that where it says "Scroll to Element", select the "Calendar" option.
・Click Save. Then, click Publish.
For 2b | Scheduling Page (No Application):
・Open your Scheduling Page (Edit Version).
・Scroll down and click the "Book a Call" button. (Make sure it's highlighted in orange.)
・On the right, you will see the General button settings.
・Scroll down all the way to "Button Actions" at the bottom.
・Open the "link to" dropdown and select "Scroll to Element" option.
・Directly below that, select "7 Schedule Consult #3" option.
・Click Save. Then, click Publish.
Step 4 | If your Consult Calendar has no availability
・On your Thrive Machine account, go to Calendars, then Calendar Settings.
・At the top right, select Availability.
・Under "My Availability", adjust the "Working Hours" by checking the days you're free.
・Then, click on "Add Time" below each day.
・Click the blue "Add Availability" button to save your changes.
Step 5a | If you'd like to change the copy on the Confirmation Update
・Click on "Calendars" on the left side of your Thrive Machine.
・Select "Calendar Settings" at the top navigation bar.
・Look for your Consult Calendar that's connected to your Consult Funnel.
・Click the 3 dots on the right side and select "Edit."
・On the right menu, select "Forms & Payment."
・Scroll down to "Confirmation Page" and edit the "Thank you message" field.
・Click "Save" at the upper right side.
Note: You may want to include your email address in the Confirmation Update.
Step 5b | If you weren't added to the "Booked Consults" column in the "Warm Potential Clients" Pipeline
・Go to Automations / Workflows / Consult Funnel Workflows 8.0
・Go to your second workflow step or 3 | When They Schedule Consult.
・Look for the automation called [Add to 'Potential Clients' Pipeline].
・Select the "In Pipeline" dropdown and choose "Warm Potential Clients".
・Below that, select the "In Pipeline Stage" dropdown and choose "Booked Consult".
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
Step 5c | If you didn't get a Confirmation Email within 1-2 mins
・Check your junk and spam.
・Try opting in again and make sure you entered the correct email address.
・Make sure DND is not turned on for your account.
・Check the automation to make sure the first email is set up to be automatically sent, immediately after opting in.
Step 5d | You scheduled a consult & it didn't show up in your personal calendar
・On your Thrive Machine account, go to Settings at the bottom left.
・Look for My Profile, then select Calendar Settings.
・If there is no calendar connected yet, click on "Add New" button to connect your calendar.
・If your primary calendar is already listed, go to "Calendar Configuration".
・In the "Linked Calendar" row, click "Edit" on the right, then select your primary calendar email address.
・Select other calendars that you would like to check for conflicts in "Conflict Calendars" to avoid double-booking.
9 CONSULT FUNNEL EMAILS
Troubleshooting Your Consult Emails
🌱 If you want to edit any of your emails (or the wait times between emails).
・Check out How to Edit Your Emails & Automations in your walkthrough. ↗️
🌱 If you didn't receive the emails you sent to yourself.
・Check junk or spam.
Intro
Consult Application Page
Consult Scheduling Page
Consult Funnel
Emails
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