Onboarding Day 4 - Part 3: Publish and Test the Funnel

Modified on Thu, 12 Feb at 4:47 AM

Purpose

This article explains how to publish your funnel and test the full booking and automation flow.

Scope

Part of the 5-day onboarding series. Applies to funnels with discovery call calendars and automation workflows already configured.

Preconditions

Funnel pages created
Automations published
Calendar and email connected

Step 1: Publish the Funnel

Go to Web Pages
Open your funnel
Click Settings

Funnel Settings

Funnel Name: Set a clear name
Path: Set a meaningful path (e.g., /1on1)
Domain: Select your domain

Favicon

Open Media Storage in a new tab
Locate your square logo
Click Get Link
Paste the link into the Favicon URL field
Save the funnel

Step 2: Test the Discovery Call Flow

Testing the discovery call avoids processing payments.

Open your funnel URL
(Domain + funnel path)
Click a CTA leading to the discovery call page
Select a time slot and book an appointment
Use an alternative email address for testing

Step 3: Verify Results

Confirm the following:

An opportunity appears in the correct pipeline stage
A confirmation email is received
The appointment appears in your connected calendar
Email contains:
- Contact name
- Appointment time
- Meeting link

If all checks pass, the system is working correctly:

Website access confirmed
Email and calendar integrations active
Automations firing as expected

Troubleshooting

If any part of the funnel does not behave as expected:

Email: support@wellconnect.freshdesk.com
Or book a support call using the link provided in your welcome emails

What if you got stuck?

Please book a 15-minute troubleshooting session with our tech team using the link from your first onboarding email.

If you can’t find the link, contact us at:
support@wellconnect.freshdesk.com

All done! Now what?

Move to Day 5: The Mobile App > > >

Change Log

Initial creation based on onboarding video transcript