Creating a Social Media Ad Funnel

2 min. readlast update: 10.13.2025

Creating a Social Media Ad Funnel

▶️ Watch Walkthrough Video

Objective

This SOP outlines the steps to create a social media ad funnel for tracking and follow-up campaigns.

Key Steps

 

1. Navigate to Sites and Forms 0:00

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  • Access the Sites and Forms section.

  • Note that preloaded pages are created by Flow Loyal and any changes made will be overwritten with updates.

 

2. Create a New Funnel 0:30

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  • Click on 'Create New Funnel'.

  • Name the funnel (e.g., 'Google Ad Funnels').

  • This funnel can contain an unlimited number of pages.

 

3. Add a Specific Page for Capturing Information 1:03

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  • Add a new step or import a page.

  • Name it (e.g., 'Google Add Social Page').

  • Set the path as 'Google Social Add'.

 

4. Use an Existing Funnel Page 1:48

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  • Select 'Use Existing'.

  • Ensure it says 'Funnel'.

  • Choose the funnel named 'Point System Loyalty Program - Point System'.

  • Select the funnel step labeled 'Social Ad Sign Up' and hit 'Import'.

 

5. Attach Your Domain 2:31

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  • Navigate to 'Settings'.

  • Attach your website domain (e.g., 'flowloyal.com' or 'pecanutritionurmo.com').

  • Scroll down and hit 'Save'.

 

6. Verify the Funnel Page 3:16

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  • Open a new tab and paste the URL of the funnel page.

  • Ensure your logo and selected social ad coupon appear correctly.

 

7. Add Tracking Mechanisms 3:42

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  • Go to 'Settings' to add a Google tag or pixel.

  • Paste the tracking code in the 'Head Tracking Code' section.

 

8. Save Tracking Code 4:45

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  • If needed, also paste the code in the 'Body Tracking Code' section.

  • Hit 'Save'.

 

9. Apply Tracking Code to a Specific Page (if necessary) 5:21

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  • Open the page builder by hitting 'Edit'.

  • Look for the 'Tracking Code' tool at the top.

  • Paste the tag, hit 'Save', and then 'Publish'.

Cautionary Notes

  • Changes made to preloaded pages will be overwritten with updates from Flow Loyal.

  • Ensure you are using the correct funnel and page names to avoid confusion.

Tips for Efficiency

  • Regularly check for updates from Flow Loyal to stay informed about any changes to preloaded pages.

  • Use consistent naming conventions for funnels and pages to maintain organization.

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