Step. 5 | Testing and Stats

Now that you have all the pieces in place – let’s be sure you’ve set everything up correctly and test your new opt-in funnel + automation.

Testing the Funnel and Stats #

In this video, you’ll learn how to test your new lead magnet funnel to see if everything worked and stats.

How to Test Your Lead Magnet Funnel: A Step-by-Step Guide #

What you’ll need:

  • Access to your lead magnet landing page
  • A personal email address (not your business email)

Steps:

  1. Open your lead magnet landing page: Navigate to the page where visitors can sign up for your lead magnet. You can access it through your website dashboard or by clicking a specific link.
  2. Sign up using a personal email: Enter your name and personal email address in the form. Don’t use your business email address to avoid cluttering your inbox.
  3. Complete the sign-up process: Check any confirmation boxes and click the submit button (e.g., “Sign up for the free training now”).
  4. Verify the thank you page: After submitting the form, you should be redirected to a confirmation or “thank you” page.
  5. Check your email: Open your email inbox and search for a confirmation email from your system. This email should contain a link to download your lead magnet (e.g., PDF) or access your training.
  6. Download the lead magnet: Click the link in the email to download or access your promised lead magnet. Ensure it downloads correctly or opens in a designated platform like Google Drive.
  7. Review the email: Read through the email confirmation for any typos or formatting issues.
  8. Verify tag application (optional): If you use tags to categorize leads in your system, check if the appropriate tag has been applied to your contact information after signing up.
  9. Review workflow and email history (optional): You can further verify if the person who signed up was added to the correct workflow sequence and received any subsequent emails from your system.

Success:

If you completed all the steps and received the confirmation email with your lead magnet, the tag was applied (if applicable), and the person you signed up with appears in the desired workflow, then your lead magnet funnel is functioning correctly!

How to Check Your Lead Magnet Funnel Stats: A Step-by-Step Guide #

  1. Navigate to Your Funnel Stats: Access your website’s funnel analytics section. The specific location may vary depending on your platform.
  2. Set the Date Range: On the right side of the stats page, locate the date range filter. Choose a relevant timeframe, like a month, to analyze performance.
  3. Check Your Opt-In Rate: Look for the “conversion rate” metric, typically displayed as a percentage. This indicates the proportion of visitors who opted-in for your lead magnet compared to the total number who viewed the landing page.
  4. Evaluate Performance: A good conversion rate for lead magnets typically falls between 20-25%. Aim for at least this benchmark but strive for higher if possible.
  5. Analyze Trends: Compare data across different date ranges. If you notice a significant drop in conversion rate, investigate potential causes.
  6. Ignore Temporary Fluctuations: Sudden spikes or dips might not represent overall trends. Monitor performance over time for a clearer picture.
  7. Focus on the Opt-In Page: In most lead magnet funnels, the conversion rate you’re primarily concerned with is on the initial opt-in page.
  8. Limited Pages: Typically, a lead magnet funnel has two key pages: the opt-in page and the thank you page.
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Updated on February 13, 2025