Where can you embed Level Play Digital Funnels?

Yes! Funnels in Go High Level (GHL) can be accessed in multiple ways, making them highly versatile for onboarding new customers and integrating with SaaS accounts. Below are the different ways you can distribute and embed your IDX Automator Pro Onboarding Funnel:

1️⃣ Access via Email Marketing (Best for Automated Onboarding)

✅ How?

  • Send a welcome email with a direct link to the onboarding funnel.
  • Use GHL Automations to send reminders if a user hasn’t completed the onboarding process.
  • Embed buttons in the email:
    • Example:
      "Click Here to Start Onboarding" → Links to your funnel (e.g., onboarding.levelplaydigital.com)

Use Case:

  • Automatically trigger the email when a new customer signs up in WHMCS.
  • If the customer doesn’t complete onboarding, schedule a reminder email after 24 hours.

2️⃣ Embed as an Onboarding Page in New Customer SaaS Accounts

✅ How?

  • If your SaaS dashboard is built inside Level Play Digital, you can embed the onboarding funnel directly inside the dashboard.
  • Use an iFrame to load the funnel as a page inside the user's account.
  • Create a custom menu link in the navigation of IDX Automator Pro that directs to the onboarding funnel.

Use Case:

  • When a new user logs into their IDX Automator Pro Dashboard, they immediately see the onboarding funnel as part of their setup process.

3️⃣ Direct Access via Custom Domains & Deep Links

✅ How?

  • Assign a custom domain or subdomain to the onboarding funnel:
    • Example: onboarding.levelplaydigital.com
  • Create deep links to specific steps inside the funnel.
    • Example: A user struggling with CRM setup can be sent directly to:
      onboarding.levelplaydigital.com/step3-crm-setup

Use Case:

  • New customers can bookmark the onboarding guide for easy access.
  • Support can send users direct links to specific onboarding sections instead of explaining them manually.

4️⃣ Add the Funnel as a "Getting Started" Section in the Knowledgebase

✅ How?

  • Inside WHMCS, create a Knowledgebase article titled "Getting Started with IDX Automator Pro".
  • Embed the funnel’s first page or link it as a CTA button inside the article.

Use Case:

  • If users need onboarding help, they can find it in the Knowledgebase.
  • WHMCS support agents can refer users directly to the onboarding funnel instead of manually explaining every step.

5️⃣ Link the Funnel in Support Chatbots & Live Chat

✅ How?

  • Train your GHL chatbot to automatically send users to the onboarding funnel when they ask common setup questions.
  • Add "Onboarding Guide" as a chatbot quick reply button inside Level Play Digital’s support chat.

Use Case:

  • When a user asks: "How do I set up my account?", the chatbot sends the onboarding funnel link automatically.

6️⃣ QR Code for Offline or Printed Materials

✅ How?

  • Generate a QR code that links directly to the onboarding funnel.
  • Print the QR code on welcome letters, business cards, or training documents.

Use Case:

  • If onboarding is done in person or at events, customers can scan the QR code and self-onboard using the funnel.

Best Practices for Maximum Engagement

✅ Use Multiple Access Points: Combine email, SaaS dashboard embedding, chatbot links, and deep links for seamless access.
✅ Track Engagement: In GHL, monitor funnel completion rates and trigger reminder emails for incomplete users.
✅ Keep It Accessible: Always provide at least 3 access options so users never struggle to find onboarding resources.

Would you like help setting up any of these integrations inside WHMCS, SaaS accounts, or GHL Automations?

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