How to Share Your Pipeline

 Learn to share your pipeline to encourage your visitors through your sales and marketing funnels.

In this article:

• Copy your Pipeline Link
• Email
• Site Page
• Social Media

Copy your Pipeline Link

• Open the Marketing tab from the Dashboard.
• Click Pipelines.
• Select the Pipeline you wish to share or create a new one.
• Navigate to the top right corner of the page.
• Click Copy Link.

Email Campaigns

• Open the Marketing tab from the Dashboard.
• Click Email Campaigns.
• Select the Email you wish to edit or create a new one.

In the body of your email sequence, use a Call to Action button to link to the beginning of your Pipeline.

• Click Insert/edit button in the Email Body menu.
• Paste your Pipeline URL in the URL text box.
• Configure the Text to display.
• Customize your Button color to fit your branding.
• Click Ok to add your button.
• Click Save to keep your changes.
• Preview your email by navigating to the top menu and selecting Preview In Browser or Send Test Email:

Site Page

• Open the Website tab.
• Select the Page you wish to edit or create a new one.
• Click Customize.
• Click Add Section in the sidebar editor.
• Select Call to Action and click Add.
• Click the Call to Action block in the sidebar.
• Under the Button Action header, select Go to a URL from the dropdown menu.
• In the text field, paste your Pipeline URL:

Social Media

Utilize your social media platforms to share your Pipeline! Simply paste your Pipeline link onto your Social Media profiles and add your link to your Social Media posts.