This guide walks you through the steps needed to disable the Payment Mode on each Funnel and collect all Funnel URLs in a central document for easy reference. This process is essential for setting up Waiver and EOG (End of Grooming) report funnels internally.
Step-by-Step Instructions
1. Access Funnel Settings via the Main Menu
Navigate to the Main Left Pane Menu, then repeat the process below for each Waiver and EOG Report Funnel individually.
2. Disable Payment Mode
Go to Sites > Funnels
Select the specific Funnel.
Click on the Settings tab.
Scroll down to the Connect Domain section.
Locate the "Payment Mode / Require Credit Card" toggle and switch it OFF.
Click Save to confirm changes.
?️ Watch the walkthrough:
Disable Payment Mode - Loom Video
3. Document Funnel URLs
While performing the above updates, copy and paste each Funnel’s live URL into a new Google Doc.
Title the document: “Funnel URL Template”
This document will later be used to update Trigger Links and ensure all automations are correctly pointing to the new URLs.
?️ Watch how to document URLs:
How to Create Funnel URL Template - Loom Video
Final Checklist
Payment Mode toggled OFF for each Waiver and EOG funnel
All URLs copied into the “Funnel URL” Google Doc
Changes Saved before exiting each Funnel
Confirm functionality by previewing each funnel URL
Notes
Be consistent with naming in the Funnel URL doc for easy sorting and searching later.
Double-check that no funnel is missed, especially those used in automations.
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