Diamond Funnels

A Diamond funnel is a launch funnel. A person signs up, watches three free classes, gets an offer and buys. Cademí records the step of each lead and notifies your automation tool at each change. Your automation sends the email, WhatsApp and SMS, not Cademí.

Heads up: the Diamond funnel is available only on some Cademí plans. It shows only in accounts where it is enabled, under the Content → Diamonds menu. If that menu does not show in your dashboard, talk to Cademí's sales team to find out whether your plan includes the funnel and how to enable it.

The idea in one minute

• The lead is the person who entered the funnel. A lead only moves forward, one step at a time or skipping steps.
• The step tells where the lead is: watched class 1, opened the offer, bought.
• The trigger is the notice that Cademí sends to your automation when the lead reaches a step.
• The Expected delivery is the delivery of the paid product. Only its purchase marks the lead as a sale.

The most important rule: a new funnel notifies no one. The eleven triggers start inactive and with no address. Until you set up Spyhub, no message goes out.

What a funnel contains

When you create a funnel from a showcase, Cademí sets up everything at once:

• A product with one module and three lessons. The product is unlisted, to stay out of the catalog. The lessons start as templates: the promise, the method and the offer. You change the video, text and titles in Step 1, Step 2 and Step 3. The funnel follows these three lessons, in this order. A lesson you add later is ordinary content, not a step.
• An internal delivery. It gives this product, with lifetime access. It is how the lead opens the free classes. It is never the paid product.
• One trigger per step, eleven in all, in Spyhub. They start inactive and with no address.

You still need to set up:

1. In Step 3: the Offer URL (the checkout page), the Expected delivery (the delivery of the paid product) and the invitation Banner.
2. In Spyhub: the automation address on each trigger, with the trigger on.

The lead steps

A lead only moves forward, and each step counts once. Six steps happen when the lead does something. Five happen by the clock, after an interval.

The main path, with only the steps where the lead acts:

• To complete a class is to mark it as completed in the student area. Opening the class does not change the step.
• The lead can skip steps. If they complete class 3 at the start, they go directly to Third class completed.
• Buying the Expected delivery leads to Purchase completed from any step.

The reminders

The five reminder steps are Did not watch the first class, the second, the third, Checkout not started and Checkout abandoned. They all follow the same rule:

If the lead acts before the interval ends, the reminder is cancelled. For example: a lead who completes class 1 in forty minutes never gets "did not watch the first class".

The interval does not open or close the classes. The three classes are open as soon as the lead comes in. To hold a class, use drip content on the product of the funnel. See Drip content.

Triggers and messages

Cademí sends no messages. At each step, it sends to the trigger address:

• the lead's name;
• the personal link;
• the WhatsApp and SMS texts.

Your automation sends the messages.

• The text. Cademí fills in {nome} and {link}. The bracketed parts of the templates, such as the expert's name and the problem, are only words until you rewrite them.
• The personal link. It logs the lead in and opens the next thing: class 1, 2, 3 or the offer. Opening the offer link records Checkout started.
• Link previews. Previews from WhatsApp, Facebook, Slack and email checkers do not count as a click.
• One funnel at a time. A student is in one funnel at a time. If they sign up through the link of another funnel, they move to that funnel. In the old funnel, they stay at the step they had reached. A purchase closes only the funnel the student is in.

Step by step

Create the funnel

1. In Content → Products, open the showcase.
2. Click New → Diamond funnel.
3. In Funnel name, type the name and click Create.

The screen opens the Dashboard of the funnel.

4. Open Step 1, Step 2 and Step 3. In each one, fill in the Title, the Media (video URL), the text, the Summary and the Thumbnail. Preview shows the class as the student sees it.
5. In Step 3, under Offer, fill in the Offer URL, the Expected delivery and the Banner.
6. In Settings, fill in the Name and the Accent color of the funnel. Add the Showcase thumbnail: JPG or PNG up to 1 MB, 1280x720 px recommended.
7. In the header, change the status from Draft to Published.

The invitation to the offer shows at the end of the class only when the URL and the banner are filled in. Only the last step takes the student to checkout.

Set up the triggers in Spyhub

Without this step, no message goes out.

1. Open Spyhub. The list shows the eleven triggers with Status, Sends (WhatsApp, SMS, Tag or No dispatch) and Interval.
2. Click the trigger.
3. In Dispatch destination URL, paste the automation address.
4. On the reminder steps, choose the interval in Activate in: 15 or 30 minutes, or 1, 2, 3, 6, 12, 24 or 48 hours.
5. Turn on WhatsApp and SMS, and rewrite the Message (template) of each one.
6. If you use email, turn on Email Marketing. Cademí sends the Tag for this step and Tag for this funnel tags, which you copy into your email tool.
7. In Status, set Active.
8. Click Save.

An Inactive trigger sends nothing when the lead reaches the step. The badge in the list also turns the trigger on and off. A new interval applies to leads that Cademí schedules after the change. A lead who is already waiting keeps their time.

Bring in the leads

In the funnel header, Share has three ways in:

• Signup link: a person who signs up through it enters the funnel.
• Page form: a code to paste on your site. It shows a signup form that puts the person in the funnel.
• Elementor form: the Delivery ID to use in the Elementor form, with the View instructions link.

Follow the funnel in the Dashboard

The Dashboard shows six bars: Lead, Watched Class 1, Watched Class 2, Watched Class 3, Accessed Checkout and Sale completed.

• Each bar after the first counts the leads who reached that group or a later group. The percentage is "of everyone who entered".
• A lead who went from entry directly to the purchase shows in every bar.
• "Still in this step" is the leads who stopped there.

The period (7 days, 30 days, All time or Custom) chooses the leads by the date they entered. The screen shows where they are today.

Click a bar to see the leads of that group, with Entry, Last access (or Never logged in) and Source. In Sale completed, the amounts also show:

• direct sale: the purchase of the Expected delivery;
• upsell: any other purchase made after entering the funnel;
• total.

Click the lead to open their profile.

The Content → Diamonds list sums up all the funnels: Leads generated, Direct sales, Upsell sales and Total sales. For each funnel, it shows Leads, Sales, Conversion and Status.

Why a lead does not move forward

Heads up: this is where most errors happen. Rafael creates the funnel, publishes it and sends the signup link. The leads come in, but no message goes out. The triggers are still Inactive and have no Dispatch destination URL. Set up Spyhub before you send the link.

Good to know

Frequently asked questions