Funnel and tactic flow management in Digital First AI is your marketing game plan! It’s where you lay out your moves. That is, tactics. Your marketing playbooks.
You move and complete them across various stages of customer journey: awareness, consideration, conversion, and loyalty.
Each move you make leads prospects smoothly from just hearing about you all the way to becoming loyal fans.
But, theory alone didn't lead David Ogilvy to discover the power of the headline. 😉 He had to create ads that sold like hotcakes too.
So, let's see how funnel and tactic flow management works in practice!
Heads-up: If you're not quite sure how to create funnels and what funnels are 👈 see that guide. |
Funnel stages
The Tactic Library contains over 370 ready-to-use, step-by-step marketing tactics. Digital First AI recommends them to you automatically. You can also choose your own hand-picked tactics to the funnel.
Each time you add a tactic, you can decide which stage of the funnel you'd like to add it to. You can choose one or multiple stages:
In each funnel, in the Funnel tab, you'll see four stages of the customer journey (making prospects aware of your product to purchasing and beyond). Let's look at them:
Awareness
📢 At this stage, the goal is to make potential customers aware of your brand, product, service. Tactics here should focus on reaching the audience and making a strong first impression.
Tactics could include Promoting Your Product with Instagram - using popular platforms to increase product visibility, SEO Organic Traffic Calculator to measure your potential reach, or Content Creation For Website Using AI for producing diverse and engaging content efficiently.
Consideration
💡 Now, your audience knows you exist, but why should they care? This stage is all about showing the value of your product or service.
At this point, tactics such as Crafting Comparison Blogs that directly compare your offerings with competitors can highlight your unique value, Newsletter Prompts That Resonate will keep your audience engaged with valuable insights, and SEO / SEM Template can help you refine your search engine strategies.
Conversion
🛒 This is where interested prospects become customers. The focus is on tactics that encourage taking action: whether making a purchase, signing up for a trial, or contacting sales!
Some tactics you might use are Email Marketing Prompts to Boost Engagement, guiding leads towards making a purchase, or Landing Page Prompts That Work to optimize landing pages for conversions.
Loyalty
🔄 After the sale, the journey isn't over. Now, you aim to turn customers into repeat buyers and advocates for your brand!
For this, tactics like Collecting Video Testimonials can add a personal touch and build brand advocacy or Affiliate Marketing Prompts Explored, encouraging customers to refer others in exchange for rewards. Or, Hacking Prompts for Rapid Expansion to roll out growth hacks that encourage existing customers to spread the word about your brand.
Funnel flow management
Great! You've got your tactics lined up in the funnel. This flexibility lets you visualize and adjust your strategy in real time.
Moving tactics
Move tactics between funnels, from awareness through consideration, conversion, and loyalty. To do it, simple drag & drop a specific tactic and move it where you want it to land:
Duplicating tactics
It's flexible, so a single tactic might apply to more than one stage. Depending on your approach. Just duplicate a specific tactic, and move the duplicated tactic to another funnel:
Why move tactics between stages?
🔄 Say an in-depth guide is in the consideration stage, but you notice it can also boosts loyalty by educating existing customers. You can easily repurpose this content, and maximize its value!
🛠️ Moving tactics helps you see which stages need more support and which are performing well. You can then better allocate your resources.
🎯 If a tactic like a webinar is initially set for awareness but you find it's really effective at driving conversions, you can shift its focus.
Tactic flow (linking tactics together)
You can also link tactics together, creating a flow between them. This is like connecting the dots in a larger picture, turning individual tactics and action into a story.
You visualize how to guide prospects from discovering your brand to making purchases—by creating a customer journey!
To set up tactic flows, first make sure you're in the "Funnel" view. Then:
Look for the arrow on the left-hand side and click it:
Then, click the plus next to "Tactic flow":
Name your flow in a way that describes its purpose, like "BlogsToBucksTransition". Then, hit "Save":
Now, you can link tactics however you want to.
a) Begin linking: Choose your starting tactic. Click on it.
b) Complete the link: Then, click on the second tactic you wish to connect it to:
Once ready, hit the blue "Save" button in the top-right. Well-done! Your flow is ready.
Multiple flows
In just one funnel, you have the freedom to set up multiple flows. Each will be ready to view from the left side of your funnel's dashboard. To view it, just click on it:
Sample flows
Alright, let’s get practical. Nothing beats hands-on examples! 💡
We'll use the tactics we talked about earlier:
With these 👆, here are some sample flows we can build:
Funnel Flow Name | Tactics Linked Together | Tactic Flow Goal |
Engagement Amplifier | Master the Art of Comparison Blogging → Newsletter Prompts That Resonate | To engage users by providing comparative insights. Following up with newsletters that maintain engagement and nurture your prospects. |
Loyalist Loop | Collect Video Testimonials → Hacking Prompts for Rapid Expansion | To use the power of customer testimonials to enhance credibility. And growth hacking techniques to turn satisfied customers into brand ambassadors |
Awareness-to-Action | Promoting Your Product with Instagram → SEO / SEM Template | To build awareness through social media and reinforce it with a strong search engine presence. |
And that's it for funnel and tactic flow management! If you map your tactics wisely, you can build marketing flows that truly... flow. 🎉
Happy creating!
💬 Got questions? Let's AI-ddress them together. Contact [email protected] or start a chat on the right.