Set the prices and decide what happens to each lead
Edit the offers for India and other countries, then choose contacts, chat threads, tags and ad tracking.
The written steps below are complete. The Video script tab shows exactly what the video will cover.
Two boxes on the funnel page control the business side. Offers and prices is what the visitor is quoted. Leads, chat and tracking is what ItzSEO does the moment they finish.
By the end you can
- Change the price a visitor sees, for rupees and for dollars
- Have every lead saved as a contact with a tag and a chat thread
- Send lead events to Meta, Google Analytics or Tag Manager
Screens used
Steps
- 1
Open Offers and prices
On: Funnel pageOpen the funnel and find Offers and prices. There are two tracks: India (INR) and USA / International (USD). A visitor sees the track for the country they choose.
You should see: A list of offers under each track, each with a Price shown field.
- 2
Set the prices
On: Funnel pageChange Price shown for each offer. If you take an advance through your own payment page, paste it in Pay-advance link (optional). Book-a-call link is optional too; left empty it uses your booking page.
You should see: The fields hold your prices and links.
- 3
Save the offers
On: Funnel pagePress Save offers.
You should see: "Offers saved" appears. Open the hosted link again to see the new price at the end.
- 4
Choose how leads are recorded
On: Funnel pageIn Leads, chat and tracking keep Create a contact for each lead and Open a Revenue chat thread per lead ticked. The first puts the person in your contacts. The second gives your team one thread per lead in Messages, under Revenue.
You should see: Both boxes are ticked.
- 5
Tag the contacts
On: Funnel pageIn Tag new contacts type a short tag, for example "web-design-lead". Every contact this funnel creates gets it, so you can filter them later.
You should see: The tag shows in the field.
- 6
Add ad tracking
On: Funnel pageIf you run ads, paste your Meta Pixel ID, your GA4 Measurement ID (it starts with G-) or your GTM container (it starts with GTM-). A finished run then counts as a lead in those tools.
You should see: The IDs show in their fields.
- 7
Save
On: Funnel pagePress Save settings.
You should see: "Settings saved" appears.
Tips
- Email the lead an invite into that chat lets a lead who gave an email address reply to you in the thread. Leave it off if you prefer to talk on WhatsApp.
- Accent colour changes the colour of the funnel's buttons to match your brand.
- These fire the browser pixel and GA4 tag. Check them with the Meta Pixel Helper or GA4 real-time view after one test run with test mode off.
Troubleshooting
- Leads finish the funnel but no contact appears.
- Check that Test mode is off and Create a contact for each lead is ticked, then press Save settings.
One row per shot, in the same order as the guide. Estimated length 2:51, recorded signed in as Owner. Use made-up data only. How to record
Say: Set the prices and decide what happens to each lead. Edit the offers for India and other countries, then choose contacts, chat threads, tags and ad tracking.
Hold until you see: Lesson title on screen for three seconds.
Say: Open the funnel and find Offers and prices. There are two tracks: India (INR) and USA / International (USD). A visitor sees the track for the country they choose.
Hold until you see: A list of offers under each track, each with a Price shown field.
Say: Change Price shown for each offer. If you take an advance through your own payment page, paste it in Pay-advance link (optional). Book-a-call link is optional too; left empty it uses your booking page.
Hold until you see: The fields hold your prices and links.
Say: Press Save offers.
Hold until you see: "Offers saved" appears. Open the hosted link again to see the new price at the end.
Say: In Leads, chat and tracking keep Create a contact for each lead and Open a Revenue chat thread per lead ticked. The first puts the person in your contacts. The second gives your team one thread per lead in Messages, under Revenue.
Hold until you see: Both boxes are ticked.
Say: In Tag new contacts type a short tag, for example "web-design-lead". Every contact this funnel creates gets it, so you can filter them later.
Hold until you see: The tag shows in the field.
Say: If you run ads, paste your Meta Pixel ID, your GA4 Measurement ID (it starts with G-) or your GTM container (it starts with GTM-). A finished run then counts as a lead in those tools.
Hold until you see: The IDs show in their fields.
Say: Press Save settings.
Hold until you see: "Settings saved" appears.
Say: That is set the prices and decide what happens to each lead. The written steps are on this lesson's page in the ItzSEO course.
Hold until you see: End card with the lesson link.
Reference articles on this topic
Mark it complete to keep your place in the course.
Related lessons
Add your own payment keys and the webhook, then test the connection. The money goes straight to your account.
The four ways to send people into a funnel: hosted link, floating button, inline block and the self-build start link.
Switch on self-build, add your support WhatsApp number and share the start link.