How to Set Up a Funnel & Calendar Integration in SalesMFast¶

In this blog post, we’ll walk you through the step-by-step process of setting up a funnel in SalesMFast and integrating its calendar system for scheduling. Whether you’re new to SalesMFast or looking for a refresher, this guide will help you optimize your marketing efforts.

Why Use SalesMFast for Funnels and Scheduling?¶

✅ Benefits of Using SalesMFast for Funnel Creation:¶

Drag-and-drop funnel builder for easy customization.
Pre-designed funnel templates to save time.
Seamless integration with CRM, email, and SMS automation.
A/B testing capabilities to optimize conversions.

✅ Advantages of SalesMFast Calendar Integration:¶

Automate appointment booking and reminders.
Sync with Google Calendar for better schedule management.
Customize availability, appointment types, and reminders.
Reduce no-shows with automated confirmations and follow-ups.

Step 1: Setting Up a Funnel in SalesMFast¶

1.1 Accessing the Funnel Builder¶

Log into your SalesMFast dashboard.
Navigate to Funnels & Websites > Funnels.
Click on Create Funnel and give it a name.

1.2 Choosing a Template or Building from Scratch¶

Select a pre-designed funnel template or build from scratch.
Templates include lead generation, webinar registration, sales funnels, and more.
If building from scratch, click Add New Step and define the page type (opt-in, sales page, thank-you page, etc.).

1.3 Customizing Funnel Pages¶

Use the drag-and-drop editor to add headlines, images, videos, forms, and buttons.
Optimize the design with colors, fonts, and layout adjustments.
Add dynamic elements like countdown timers and testimonials to increase conversions.

1.4 Connecting Forms and Automation¶

Add a form or survey to capture leads.
Integrate with SalesMFast workflows to automate emails, SMS, or scheduling.
Test the funnel flow before publishing.

Step 2: Setting Up Calendar Integration¶

2.1 Accessing the Calendar Settings¶

Go to Settings > Calendars.
Click Create Calendar and choose the type (one-on-one or group appointments).

2.2 Configuring Availability and Booking Preferences¶

Set your business hours and availability windows.
Define buffer times between appointments.
Allow rescheduling or cancellations within a specific timeframe.

2.3 Connecting to Google Calendar¶

Enable Google Calendar Sync for real-time availability.
Avoid double-booking with conflict management.

2.4 Embedding the Calendar in Your Funnel¶

Copy the calendar embed code from SalesMFast.
Paste it into your funnel page.
Add a call-to-action like “Book Your Free Consultation”.

Step 3: Automating Follow-Ups and Reminders¶

3.1 Setting Up Automated Confirmations¶

Configure email and SMS confirmations for every appointment.
Include details like time, date, and meeting link.

3.2 Creating Reminder Sequences¶

Set up automated reminders 24 hours, 1 hour, or 15 minutes before.
Use email, SMS, or voicemail drops.

3.3 Post-Appointment Follow-Ups¶

Send thank-you messages.
Share useful resources, special offers, or feedback surveys.

Step 4: Testing and Optimizing the Funnel & Calendar¶

4.1 Conduct a Full Funnel Walkthrough¶

Submit test data through forms.
Ensure leads are added to CRM correctly.

4.2 Check Calendar Booking Workflow¶

Test appointment booking and sync.
Confirm reminders are sent automatically.

4.3 Analyze and Optimize Performance¶

Use SalesMFast analytics to track funnel metrics.
Improve performance by adjusting copy, CTAs, or visuals.