MRR Course Setup Checklist

*Checklist for "Roadmap" funnel*

Use this as a cheat sheet for setting up and connecting your funnels for your personal MRR courses to make sure everything is connected correctly.

Before you dive in - let me note - there is NOT much to do. This list appears to be a lot but it's not so don't let it give you an overwhelmed feeling when you look at it!! I provide explanations as needed. There really are only a handful of actual steps. I just want to help give you additional explanations where needed to help you learn the software :)

Prefer to print so you can cross things off?

STEP #1: Create your product Pricing...

Your first step needs to be creating the "Product" you're going to sell so it's connected to your payment processors.

There are 2 ways to do this:

  1. OPTION 1: Create your product in the Re.Direct software. [Go to "payments" > "products" > "create new product" and add in the appropriate details]

  2. OPTION 2: Create your product in Stripe and import into Re.Direct software.

    • Log into Stripe on the left go to "product catalog" > "add product" and add the appropriate details

    • Then go into Re.Direct "payments" > "products" > "import from Stripe" and select the correct item and import.

NOTE 1: Adding the product directly into Stripe first is ideal if you have payment conversions due to being outside of the US. If you are outside the US but want your products to all be in US currency it's recommended to go with option2.

NOTE 2: I recommend that you DO NOT use the words "mrr", "money" etc in the title of your products. Name them as basic as you can.

STEP #2: Update Your Funnel pages...

Navigate to "SITES" and use this checklist to insure all of your pages are updated as needed.

FIRST: MAKE SURE YOU HAVE CLONED AND MOVED YOUR ROADMAP FUNNEL:

  1. Create a NEW FOLDER where you will copy your funnels to

  2. Select the "**MRR template folder" and locate the Roadmap funnel. Copy by selecting the 3 dots and click "clone"

  3. MOVE the new funnel to your folder by selecting the 3 dots and click "move to folder"

  4. Locate your new funnel in your new folder and enter your funnel for editing

FUNNEL SETTINGS: (Inside your new funnel that you just copied)

  1. Inside your new copied funnel go to "settings"

  2. Select your domain from the dropdown

  3. Save

  4. Go back to "steps"

  5. For Each Page: go to "publishing" and update the slug if you wish (the "slug" is the part the comes after the "/" of your url - ex: www.yourdomain/slug). PS You can update the name of the page here as well if you desire.

  6. Connect your product:

    1. Select the page that contains the order form

    2. Go the "products" on the right side where you see "overview, products, publishing".

    3. Select your product and the right price option and save. Add a second price if needed (only if you are doing a personal payment plan).

PAGE 1: (SALES PAGE)

  1. Change colors. fonts, photos if you wish

  2. Add your personal photo and your story to an "about you" section if you desire (or delete if you prefer)

  3. Update ALL buttons.

    1. ALL buttons should be redirected to the next page in the funnel. (Click button element then scroll to the bottom of the editor bar to find "button actions". For the drop down select "next step". This will take them to the next page of the funnel which is the order page.)

  4. Update your footer as you wish:

    1. Add social icons

    2. Double check links for all policies and terms

    3. Add your own terms and conditions link if you wish for privacy, earnings disclaimer etc

    4. Save as a "global" section so you can use it on all funnel pages. (click green section > on left find the "save" icon for the green section and click > Give it a name > Dropdown select "global" and save.

  5. Click "mobile" at the top to view mobile view to optimize anything here for mobile viewing

  6. Update SEO (at the top click the paper looking icon with a small circle and it will open a window on the left)

  7. SAVE

  8. PUBLISH!! Do NOT forget to do this step otherwise your changes will not be live.

PAGES 2: (ORDER PAGE)

  1. Change colors or fonts etc if you wish

  2. Updated any applicable wording

  3. Modify the order form to your liking (can add address etc if you want)

  4. Make sure order form button "action" is correct. Click order form > Scroll to the bottom of the editor bar and look for "button actions" > Drop down should be "Select a step" > Funnel step should be "Thank You Page" ... This ensures your customer goes to the thank you page after placing their order.

  5. Add your "global" footer if you wish (click the "+" sign in the upper left, click "global section", drag footer into place)

  6. Click "mobile" to check for possible adjustments needed

  7. No SEO needed (you don't search engines to index this page)

  8. SAVE

  9. PUBLISH!!

PAGE 3: (CONFIRMATION/THANK YOU PAGE)

  1. Change any applicable wording

  2. Add a video about RE.DIRECT if you wish

  3. Add a button for your RE.DIRECT referral link if you wish.(if you don't know where this is: log into RD. Click partner portal. Click "Profile".

    Click "My Profile". You'll see your personal replicated site link here)

  4. Add a link/button to direct them to the course if you'd like (or BETTER YET prompt them to check their email -recommended over giving them the link on this page)

  5. Add your "global" footer if you wish (click the "+" sign in the upper left, click "global section", drag footer into place)

  6. Click "mobile" to check for possible adjustments needed

  7. No SEO needed (you don't search engines to index this page)

  8. SAVE

  9. PUBLISH!!

PAGE 4: (LEGAL PAGES)

These are additional pages for your legal terms where you can copy and paste your own terms as well as the distribution rights for the Roadmap. Adjust the pages to your liking.

STEP #3: Email / Workflow aka Automations...

PART 1 - CREATE YOUR DELIVERY EMAIL:

  1. Navigate to "marketing" then hover "emails" and click "templates".

  2. Create A NEW FOLDER where you will copy your email to so you can edit the email to your liking. Name the folder according to what will keep you organized like "ROADMAP emails" for example.

  3. Locate the "**Roadmap emails" folder. Enter the folder and locate the delivery email. Click the 3 dots on the right and click clone. It will automatically take you into the email to edit.

  4. I would back out of the email and MOVE it to your designated folder so you don't forget. Click the 3 dots, select move, and select your new folder. Then navigate to your new email

  5. Edit the email to your liking with your header, footer, signature etc and save.

  6. Personalize as needed. FYI - THIS IS the email that will go out to your customer after purchase.

  7. Name the email at the top a name that makes sense. The more organized you are in the email marketing section the better as you continue to create more and more email sequences. I name my MRR delivery emails like this "ROADMAP Course Delivery", "DWA Course Delivery, "ROADMAP Course Delivery" etc. I personally keep all of my course delivery emails in 1 folder but find the best method of organization for you and remember you can always change your organization method later if needed.

  8. Click the 3 dots in the upper right and click settings

  9. Add your name, email and subject (optional - this can be done in automations as well)

  10. SAVE

  11. Confirm your email has been moved and it's located in YOUR folder.

PART 2 - COMPLETE YOUR AUTOMATION/WORKFLOW SEQUENCE:

  1. Navigate to "automation".

  2. Create a NEW FOLDER for your Roadmap workflows.

  3. You can use one of the template workflows if you'd like or you can simply create from scratch.

  4. To create from scratch click "create workflow" then "start from scratch"

  5. Rename the flow at the top a name that keeps you organized like "Roadmap Course Delivery workflow"

  6. Add your trigger(s): In this case they made a purchase so here are your steps:

    1. click "Add new trigger" and search "form".

    2. Select "Order Form Submission". This is for purchases (fyi 'form submitted' is for basic opt in forms without a purchase).

    3. Click "Add filters" and you'll walk through the funnel steps for the exact trigger

    4. Click dropdown and select "in funnel/website" and select the Roadmap funnel

    5. Click "add filters" again and dropdown and select "page is" and select the "Order Page" page

    6. Click "add filters" again and dropdown and select "Submission type" and select sale

    7. Click "add filters" and dropdown one more time and select "product is" and select the Roadmap pay in full product

  7. RECOMMENDED - Add "Disable DND" (do not disturb aka unsubscribe): This step is removing an unsubscribe just in case they were already on your list and unsubscribed in the past. I recommend starting EVERY SINGLE workflow with this otherwise if they are unsubscribed and they are trying to purchase or opt in again they will not receive anything. (Pro tip here!).

  8. Add a tag: Create a tag that makes sense for you and this purchase. I like to do the cost and abbreviation for the course name. Example: "$497 roadmap", "$497 dwa" etc. You can write them out if you prefer. Tags can be anything you want!

  9. Email Delivery: This is where you will select the email you created in "marketing" above to connect it to this workflow. Click "email", add your email credentials, change the subject line if you'd like, and select the dropdown under 'template'. You can search and easily find the email you just created in marketing. NOTE: if you posted your email credentials and subject line in your settings when you created the email it will pull and populate automatically. This is also where you can see the name you give it is so important bc it helps you locate the email and know it's all matched up. Select your email and click "save action" to save your email.

  10. PUBLISH - make sure the workflow is published and no longer drafted.

  11. SAVE the workflow at the top

THAT'S IT - ALL OF YOUR PIECES ARE CONNECTED...

LAST THING TO DO IS RUN A LIVE TEST.

STEP #4: Run a LIVE Test...

Our last step is simply running a full live test to make sure everything happens as it should....

PRO TIP: Create a coupon code for yourself so you can purchase the actual course live but not pay full price. I just set the discount for a fixed amount and $1 less than the price that way I only actually pay $1 after the coupon code is applied.

To create a coupon code:

  1. Navigate to "payments" > "coupons" "create new coupon". Fill in the info and save. Make sure it shows activated after you are complete.

  2. Also make sure the coupon button is turned ON for your order form as well. I probably turned them off for the MRR courses since they can't be used for a real purchase. To turn it on simply navigate to your funnel. Go to the page where your order form is located and enter the editor. Click the order form element. On the right you will see where you can turn the coupon section on and off. Turn it on, publish your funnel, and continue with your test purchase.

RUN YOUR TEST. I recommend using an incognito window to prevent any interference with cookies on your computer. Grab your sales page link and buy your product!

Checklist for your official live test.

  1. Opt in to your funnel

  2. Test all links on page 1 to make sure they do what they should

  3. Place the actual order (don't forget your coupon code if you created this)

  4. Is your confirmation page correct? (check links here if applicable)

  5. Check your email - did you get the delivery email?

  6. Click the link in your email - does it direct correctly? (check all links)

  7. Did the payment go through to Stripe or PayPal?

  8. Did your credit card charge correctly. (correct amount, name etc)

  9. Go to "Contacts" in Re.Direct. Were you added as a new contact?

  10. Did a tag get added to your profile?

IF ALL WENT WELL IN YOUR TEST RUN - YOU ARE OFFICIALLY READY TO GO LIVE AND GIVE OUT YOUR LINK FOR PEOPLE TO PURCHASE....

CONGRATULATIONS!!

P.S. Once complete, you can delete this funnel step in your funnel by clicking "delete funnel step" in the bottom right hand corner.