How to Remove Inactive Funnels and Reduce Your Monthly Plan in Systeme.io
Running a lean and efficient business is crucial for long-term success.
If you're using Systeme.io to manage your marketing funnels, it's essential to periodically review your account and remove inactive funnels.
Doing so helps declutter your dashboard and allows you to downgrade your plan, saving money each month.
Here’s a step-by-step guide to help you remove inactive funnels and reduce your monthly plan in Systeme.io.
Step 1: Review Your Current Funnels
The first step is to evaluate your current funnels to determine which ones are still active and relevant to your business goals.
Log In to Systeme.io:
Head to Systeme.io and log into your account using your credentials.
Access Your Funnels:
Once inside, click on the Funnels tab in the dashboard menu.
This will display all your active and inactive funnels.
Evaluate Funnel Performance:
Check the analytics of each funnel, focusing on key metrics such as:
Number of visits.
Conversion rates.
Last activity date.
Identify funnels that haven’t been active or haven’t generated leads or sales for a significant period. These are prime candidates for removal.
Step 2: Back Up or Archive Important Data
Before deleting any funnels, ensure that you back up critical data to avoid losing valuable information.
Export Funnel Leads:
If your funnel has collected leads, navigate to the Contacts section.
Select the leads associated with that funnel and export them as a CSV file for safekeeping.
Save Page Designs:
If the funnel contains well-designed pages you may want to reuse in the future, clone or save them as templates within your account.
Store Key Analytics:
Note any valuable insights from the funnel’s analytics that may inform future campaigns.
Step 3: Delete Inactive Funnels
Once your data is safely backed up, it’s time to delete the funnels that are no longer serving your business.
Select the Funnel:
In the Funnels section, click on the name of the funnel you wish to remove.
Delete the Funnel:
Navigate to the Settings tab within the funnel. Locate the delete option and confirm your choice to permanently remove the funnel.
Repeat as Needed:
Go through your list and repeat this process for all inactive or unnecessary funnels.
Step 4: Downgrade Your Monthly Plan
With fewer funnels in your account, you may find that a lower-tier plan now meets your needs, allowing you to save on your monthly subscription.
Access Your Subscription Settings:
Go to your account settings and click on the Subscription or Billing tab.
Review Plan Options:
Check the features included in each plan tier, such as the number of funnels, contacts, and storage space.
Select a Lower Plan:
If your current usage fits within the limits of a smaller plan, choose it and confirm the downgrade.
Verify Changes:
Ensure the changes have been applied and that your account reflects the new subscription level.
Step 5: Optimize Your Active Funnels
After removing inactive funnels, shift your focus to optimizing the ones that remain.
A smaller number of highly effective funnels can drive better results than a large number of poorly performing ones.
Streamline Funnel Steps:
Eliminate unnecessary steps or pages that might confuse visitors or reduce conversion rates.
Refresh Content:
Update copy, images, and calls to action (CTAs) to keep them engaging and relevant to your audience.
Use A/B Testing:
Experiment with different headlines, layouts, and offers to identify what works best.
Monitor Performance:
Regularly review analytics to ensure your funnels are meeting your goals. Adjust strategies as needed to optimize performance.
Step 6: Regularly Monitor Account Usage
To maintain a lean and efficient setup, make it a habit to periodically review your funnels and account usage.
Set Reminders:
Every 3 to 6 months, schedule time to evaluate your account, ensuring you’re not paying for unused features or funnels.
Stay Updated:
Keep track of any new features or plan changes offered by Systeme.io to ensure you’re getting the best value.
Benefits of Removing Inactive Funnels
Taking the time to clean up your Systeme.io account can offer several advantages:
Conclusion
Removing inactive funnels from your Systeme.io account is a simple yet effective way to streamline your operations and reduce costs.
By following this step-by-step guide, you can keep your account organized, focus on high-performing funnels, and ensure you’re not overpaying for features you don’t use.
Make it a regular practice to review your funnels and subscription plan.
Not only will this save you money, but it will also help you stay focused on what truly matters—growing your business. Start decluttering your Systeme.io account today and enjoy the benefits of a more efficient workflow