FREE GIFT FUNNEL TROUBLESHOOTING GUIDE
INTRO
Intro to Funnel Troubleshooting
Thrive is here to help you get onboarded and build your funnels for you. But we are not set up to be your Tech Support (when you inevitably run into tech challenges).
If something isn't working properly, you can find the answer in this troubleshooting guide! We gathered the most common issues you may run into so that you've got a quick, go-to fix anytime a problem pops up.
You can just search for the step and follow the instructions to troubleshoot the issue. But if you're still having trouble fixing the issue, you can:
A | Ask the Get Support Team (blue button in the lower right corner of Thrive Machine). ↘️
・Start with AI (for immediate answers).
・If that doesn't answer your question, ask for a Live Agent.
・If chat isn't answering your question, you can ask for a personalized video or a zoom call.
B | Book a Specialty Coaching Session (Tech Guidance) with our Tech Guide. ↗️
We have hired a huge team to support you 24/7 through chat, and Zoom.
And, you can click here to learn more about the 5 branches of tech support available to you. ↗️
FREE GIFT OPT-IN PAGE
Step 1 | If your URL doesn't work
・Here's how to connect your domain ↗️
Step 2 | If you're not happy with the Copy or Formatting
・Update it using What Are the Basic Editing Tools? in your walkthrough. ↗️
・Need extra support? Book a Specialty Call (Copy Coaching) ↗️
Step 3 | If clicking any of the 3 buttons didn't open the Opt-In Form
・Open 1 | Free Gift Opt-In Page (Edit Version).
・At the top navigation bar, click the "Popup Settings" icon.
・Click on the Form. (Make sure it's highlighted in orange.)
・On the right menu, click the dropdown below Margin & Padding. Select your Free Gift Opt-In Form.
・Below that is "Button Actions". Open the "link to" dropdown and select "Go to Next step" option. Close the "Popup Settings".
・On the Edit Version of your page, click the "Download Now" button. (Make sure it's highlighted in orange.)
・On the right, you will see the General button settings.
・Scroll down all the way to "Button Actions" at the bottom.
・Open the "link to" dropdown and select "Open popup" option.
・Repeat these steps for the other 2 "Send My Download" buttons.
・Click Save. Then, click Publish.
Step 4a | If you opted in for the free gift but didn't receive the "Download Free Gift" Email
・Check your junk and spam.
・Try opting in again and make sure you entered the correct email address.
・Make sure DND is not turned on for your account.
・Check the automation to make sure the first email is set up to be automatically sent, immediately after opting in.
Step 4b | If you clicked the "Free Gift Download Link" but it didn't open your free gift
・Go to the Settings Tab on the bottom left of your Thrive Machine account.
・On the left side, scroll down and click on "Custom Values."
・Go to the Folders tab and click "Snapshot Assets."
・Look for the "Free Gift Download" Link option. Click on the three dots and choose "Edit the custom value."
・Change the link to your free gift.
Step 4c | If you opted in for the free gift but you didn't receive the "Free Gift Opt-In" tag
・Go to Automations / Workflows / Free Gift Funnel Workflows 8.0
・Go to your second workflow step or 2 | When They Opt-In for Free Gift
・Look for the automation called ["Free Gift Opt-In" Tag is Automatically Added"].
・Select the “Tags” dropdown and choose the "Free Gift Opt-In" Tag
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
Step 4d | If you opted in for the free gift but you weren't taken to your second page
・Go to Automations / Workflows / Free Gift Funnel Workflows 8.0
・Go to your second workflow step or 2 | When They Opt-In for Free Gift
・Look for the automation called ["Free Gift Opt-In" Tag is Automatically Added"].
・Select the “Tags” dropdown and choose the "Free Gift Opt-In" Tag
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
FREE GIFT OPT-IN TO "SCHEDULE CONSULT" PAGE
Step 1 | If your URL doesn't work
・Here's how to connect your domain ↗️
Step 2 | If you're not happy with the Copy or Formatting
・Update it using What Are the Basic Editing Tools? in your walkthrough. ↗️
・Need extra support? Book a Specialty Call (Copy Coaching) ↗️
Step 3 | If clicking any of the 4 buttons didn't scroll you down to the Consult Calendar
・Open 2a | Free Gift Opt-In to Schedule Consult Page (Edit Version).
・Scroll down and click the "Book a Call Now" button. (Make sure it's highlighted in orange.)
・On the right, you will see the General button settings.
・Scroll down all the way to "Button Actions" at the bottom.
・Open the "link to" dropdown and select "Scroll to Element" option.
・Directly below that, select "7 Consult Calendar #4" option.
・Click Save. Then, click Publish.
Step 4 | If your Consult Calendar has no availability
・On your Thrive Machine account, go to Calendars, then Calendar Settings.
・At the top right, select Availability.
・Under "My Availability", adjust the "Working Hours" by checking the days you're free.
・Then, click on "Add Time" below each day.
・Click the blue "Add Availability" button to save your changes.
Step 5a | If you'd like to change the copy on the Confirmation Update
・Click on "Calendars" on the left side of your Thrive Machine.
・Select "Calendar Settings" at the top navigation bar.
・Look for your Consult Calendar that's connected to your Consult Funnel.
・Click the 3 dots on the right side and select "Edit."
・On the right menu, select "Forms & Payment."
・Scroll down to "Confirmation Page" and edit the "Thank you message" field.
・Click "Save" at the upper right side.
Note: You may want to include your email address in the Confirmation Update.
Step 5b | You scheduled a consult & it didn't show up in your personal calendar
・On your Thrive Machine account, go to Settings at the bottom left.
・Look for My Profile, then select Calendar Settings.
・If there is no calendar connected yet, click on "Add New" button to connect your calendar.
・If your primary calendar is already listed, go to "Calendar Configuration".
・In the "Linked Calendar" row, click "Edit" on the right, then select your primary calendar email address.
・Select other calendars that you would like to check for conflicts in "Conflict Calendars" to avoid double-booking.
Step 5c | If you didn't receive the "Opt-In List" tag
・Go to Automations / Workflows / Consult Funnel Workflows 8.0
・Go to your first workflow step or 1 | Invite Them to Consult.
・Look for the automation called ["Opt-In List" Tag is Automatically Added"].
・Select the “Tags” dropdown and choose the "Opt-In List" Tag
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
FREE GIFT OPT-IN TO "CONSULT APPLICATION" PAGE
Step 1 | If your URL doesn't work
・Here's how to connect your domain ↗️
Step 2 | If you're not happy with the Copy or Formatting
・Update it using What Are the Basic Editing Tools? in your walkthrough. ↗️
・Need extra support? Book a Specialty Call (Copy Coaching) ↗️
Step 3 | If clicking any of the 3 buttons didn't scroll you down to the Application Form
・Open 2b | Free Gift Opt-In to Consult Application Page (Edit Version).
・Scroll down and click the "Apply for a Session" button. (Make sure it's highlighted in orange.)
・On the right, you will see the General button settings.
・Scroll down all the way to "Button Actions" at the bottom.
・Open the "link to" dropdown and select "Scroll to Element" option.
・Directly below that, select "7 Application CTA" option.
・Click Save. Then, click Publish.
Step 4 | If you want to change the copy of questions or the boxes on the Application Form
・Open 2b | Free Gift Opt-In to Consult Application Page (Edit Version).
・Scroll down and click on your Application Form. (Make sure it's highlighted in orange.)
・On the right, you will see the Questionnaire settings.
・Under "Margin and Padding," click the dropdown and select "8.0 Consult Application"
・Click the blue "Edit Form" button. You will be taken to a new window where you can edit your Form.
・On the left side, close the "Form Element" settings.
・Then click on the field of the question you want to edit.
・On the right, the "General Settings" menu will appear. Look for the "Label" field and edit the question there directly.
・After editing, click the blue "Save" button on the top right.
Step 5a | If you weren't added to "Warm Potential Clients" Pipeline
・Go to Automations / Workflows / Consult Funnel Workflows 8.0
・Go to your second workflow step or 2 | When They Apply for Consult.
・Look for the automation called [Add to "Potential Clients" Pipeline].
・Select the "In Pipeline" dropdown and choose "Warm Potential Clients".
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
Step 5b | If you didn't find the answers in Form Submissions
・Open 2b | Free Gift Opt-In to Consult Application Page (Edit Version).
・Click the Application Form at the bottom. (Make sure it's highlighted in orange).
・On the right, underneath Margin & Padding preview, click on the dropdown.
・Select the "8.0 Consult Application" option.
・Click Save. Then, click Publish.
Step 5c | If you didn't receive the "Consult Invite" tag
・Go to Automations / Workflows / Free Gift Funnel Workflows 8.0
・Go to your third workflow step or 3 | Invite Them to Consult.
・Look for the automation called ["Consult Invite" Tag is Automatically Added"].
・Select the “Tags” dropdown and choose the "Consult Invite" Tag
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
FREE GIFT OPT-IN TO "EVENT OPT-IN" PAGE
Step 1 | If your URL doesn't work
・Here's how to connect your domain ↗️
Step 2 | If you're not happy with the Copy or Formatting
・Update it using What Are the Basic Editing Tools? in your walkthrough. ↗️
・Need extra support? Book a Specialty Call (Copy Coaching) ↗️
Step 3 | If your Countdown Timer is not counting down to your event
Step 4 | If clicking any of the 3 buttons didn't scroll you down to the Opt-In Form
・Open 2c | Free Gift Opt-In to Event Opt-In Page (Edit Version).
・Scroll down and click the "Reserve Your Spot Now" button. (Make sure it's highlighted in orange.)
・On the right, you will see the General button settings.
・Scroll down all the way to "Button Actions" at the bottom.
・Open the "link to" dropdown and select "Scroll to Element" option.
・Directly below that, select "8 Event Opt In Form" option.
・Click Save. Then, click Publish.
Step 5a | If you weren't added to "Warm Potential Clients" Pipeline
・Go to Automations / Workflows / Event Funnel Workflows 8.0
・Go to your second workflow step or 2 | Show Up for Event.
・Look for the automation called [Add to "Potential Clients" Pipeline].
・Select the "In Pipeline" dropdown and choose "Warm Potential Clients".
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
Step 5b | If you didn't receive the "Event Invite" tag
・Go to Automations / Workflows / Free Gift Funnel Workflows 8.0
・Go to your third workflow step or 3 | Invite Them to Consult.
・Look for the automation called ["Consult Invite" Tag is Automatically Added"].
・Select the “Tags” dropdown and choose the "Consult Invite" Tag
・Select the blue button at the right-bottom side called "Save Action". And then save it again at the top-right corner.
Step 5c | If you didn't get the first of 5 "Event Sign Up" Emails within 1-2 mins
・Check your junk and spam.
・Try opting in again and make sure you entered the correct email address.
・Make sure DND is not turned on for your account.
・Check the automation to make sure the first email is set up to be automatically sent, immediately after opting in.
4 FREE GIFT EMAILS
Troubleshooting Free Gift Emails
🌱 If you want to edit any of your emails (or the wait times between emails).
・Check out How to Edit Your Emails & Automations in your walkthrough. ↗️
🌱 If you didn't receive the emails you sent to yourself.
・Check junk or spam.
Intro
Free Gift
Opt-In Page
Free Gift to
"Schedule Consult" Page
Free Gift to "Consult Application" Page
Free Gift to
"Event Opt-In" Page
Free Gift Funnel Emails
© 2025 THRIVE ACADEMY. ALL RIGHTS RESERVED