GROUP FUNNELS SOP

BIGGER PICTURE GOAL: Successfully installing GroupFunnels creates efficiency when adding and tracking new members inside of the Facebook Group. 

GOAL 2: Create a system to collect emails of new members to grow the top of funnel and share events, offers, and touchpoints.

GOAL 3:  Understand group growth patterns to reflect and refine on marketing processes and plans.

CORE VALUES: 

Core Value 1: Build authority as the group grows with the ability to impact and serve future leaders.

Core Value 2: Increase impact by getting new members resources and keeping them up to date with future events to help them reach their goals and become clients.

Core Value 3: Increase connection between Carrie and her audience so new members feel seen, heard, and understood.

TIMEFRAME: 10 minutes

STEPS :

STEP 1 :

Open Group funnels in the Chrome browser. Click 'Add to Chrome'.

GROUP FUNNELS

STEP 2 :

Open Group Funnels from Chrome Extensions. Enter [email protected] in the email field and click ‘Activate. 

STEP 3 :

Select ‘View Data’ > “Manage Groups” > then click “Add Facebook Groups”.

STEP 4 :

In the field for Facebook Group URL enter the https://www.facebook.com/groups/energeticallyalignedleadership  url.

STEP 5 :

In the field for Google Sheet URL enter the url for the Energetically Aligned Leadership Group Funnels Tracker.

GROUP FUNNELS TRACKER

STEP 6 :

Click ‘Save’ to ensure both the FB Group and Tracker are linked to the GroupFunnels platform.

STEP 7 :

Select the [email protected] google account.

STEP 8 :

Next to the FB group, click ‘Open’

STEP 9 :

The Approve buttons should be green to indicate it’s linked. Confirm that these are real people and click ‘Approve’ by each name or ‘Approve All’ when appropriate.

STEP 10 :

Go back to Group Funnels.

STEP 11 :

Click ‘Push to Google Sheet’ (ensure ‘Automatically clear data’ box is checked).

STEP 12 :

Now that it’s set up, using it will require less steps:

  1. Open the Group Funnels extension from your Chrome Browser
  2. Carrie’s email is already active so click ‘View Data’
  3. Click ‘Manage Groups’
  4. Click Open next to Accelerate Your Impact With Energetically Aligned Leadership Strategies Group.
  5. The ‘Approve’ buttons should be green, meaning it’s linked, go through the approval process. 
  6. Go back to Group Funnels Extension and click ‘Push to Google Sheet’

STEP 13 :

Each day, do one round of New Member Approvals using Group Funnels.