FAQ: ai_sam_funnels

Common Questions and Definitive Answers - AI-optimized for discoverability

About SAM AI Funnels

What is ai_sam_funnels?

ai_sam_funnels is a sales funnel builder module for Odoo 18 that adds a complete funnel creation system to your website builder. It is part of the SAM AI ecosystem developed by SME.ec.

Key facts:
- Technical name: ai_sam_funnels
- Current version: 18.0.1.0.0
- Requires: Odoo 18.0+, Python 3.10+
- License: LGPL-3
- Dependencies: website, crm, mass_mailing, utm

What does ai_sam_funnels do?

ai_sam_funnels provides 4 main capabilities:

1. Visual Funnel Builder - 41 drag-and-drop snippets for building landing pages, sales pages, and opt-in forms in the Odoo website builder

2. Funnel Templates - 6 ready-made funnel structures (opt-in, lead magnet, webinar, quiz, product launch, expression of interest)

3. Lead Capture Automation - Forms automatically create CRM leads and add subscribers to mailing lists with full UTM tracking

4. Quiz Funnels - Interactive quiz functionality with email gates and personalized results

Who is ai_sam_funnels for?

ai_sam_funnels is designed for:
- Business owners who want to build sales funnels without external tools
- Marketing teams who need their funnel data inside Odoo CRM
- Course creators and coaches running launches and promotions
- Anyone using Odoo 18 who wants integrated funnel capabilities

Installation & Setup

How do I install ai_sam_funnels?

1. Ensure Odoo 18.0+ is running
2. Navigate to Apps menu
3. Search for "SAM AI Funnels" or "ai_sam_funnels"
4. Click Install
5. The module will install with website, crm, mass_mailing, and utm dependencies

What are the dependencies for ai_sam_funnels?

ai_sam_funnels requires these Odoo modules:
- website - Provides the page builder and website functionality
- crm - Lead creation and sales team integration
- mass_mailing - Mailing list and subscriber management
- utm - UTM parameter tracking for campaigns
- ai_sam_base - Required for Sales Agent chat widget (SAM AI brain)

Python libraries required:
- None additional (uses base Odoo Python libraries)

How do I configure ai_sam_funnels?

After installation:
1. Go to Website > Funnels
2. Click "Create" to start a new funnel or use the wizard to create from template
3. Configure CRM team and mailing list assignments
4. Build pages using the website builder with funnel snippets

Usage

How do I create a new funnel?

To create a new funnel:
1. Go to Website > Funnels
2. Click "Create"
3. Enter a name and select the funnel type
4. Optionally select a CRM team, lead tags, and mailing list
5. Save the funnel definition
6. Add pages using "Add Page" or via the wizard

How do I create a funnel from a template?

To create a funnel from a template:
1. Go to Website > Funnels
2. Click "Create from Template" (wizard)
3. Select a template (opt-in, lead magnet, webinar, quiz, etc.)
4. Configure name, URL prefix, CRM team, and mailing list
5. Click "Generate Funnel"
6. The wizard creates all pages with the template structure

How do I add funnel snippets to a page?

To add funnel snippets:
1. Navigate to your funnel page in the website builder
2. Look for the "Funnels" snippet category
3. Drag and drop snippets like:
- Hero sections (minimal, full, video)
- Opt-in forms
- Benefits stacks
- Testimonials
- Countdown timers
- Price reveals
- Quiz elements
4. Customize content inline

Can I track conversions on my funnels?

Yes. ai_sam_funnels automatically tracks:
- Page views - Every visit to a funnel page
- Form submissions - Every completed form
- CTA clicks - Click events on call-to-action buttons
- Quiz starts/completions - Quiz funnel engagement

View analytics in the funnel dashboard or on individual funnel records.

How do quiz funnels work?

Quiz funnels follow this flow:
1. Quiz Intro - Invites user to take the quiz
2. Quiz Questions - Multiple choice questions with progress bar
3. Quiz Gate - Email capture before showing results
4. Quiz Results - Personalized result based on answers

The quiz controller calculates results based on answer patterns and creates a lead with the quiz data.

CRM & Mailing Integration

Do form submissions create CRM leads automatically?

Yes. Every form submission:
1. Creates or updates a res.partner contact
2. Creates a crm.lead linked to the contact
3. Assigns the lead to the funnel's CRM team
4. Applies any configured lead tags
5. Records full UTM tracking data

How do I add subscribers to a mailing list?

Configure the mailing list on the funnel definition:
1. Open your funnel record
2. Select a "Mailing List" in the integration section
3. All form submissions will add subscribers to that list

Forms can be configured to:
- Add to CRM only (integration="crm")
- Add to mailing list only (integration="mailing")
- Add to both (integration="both")

How does UTM tracking work?

ai_sam_funnels captures UTM parameters automatically:
- utm_source - Traffic source (facebook, google, email)
- utm_medium - Marketing medium (cpc, social, newsletter)
- utm_campaign - Campaign name
- utm_term - Keyword (for paid search)
- utm_content - Ad or link identifier

UTM data is stored on:
- The funnel.conversion event record
- The CRM lead description
- utm.source, utm.medium, utm.campaign records are auto-created

Troubleshooting

Why are my funnel pages not appearing?

Symptom: Created funnel pages but can't see them on the website

Cause: Website pages are created unpublished by default

Solution:
1. Go to Website > Pages
2. Find your funnel page
3. Click "Publish" or toggle the "Published" checkbox
4. Or publish from the website builder

Why are form submissions not creating leads?

Symptom: Form submits successfully but no lead appears in CRM

Cause: Form missing required data attributes or integration not configured

Solution:
1. Check that funnel has a CRM team or mailing list configured
2. Verify form has data-funnel-id and data-page-id attributes
3. Check Odoo logs for form submission errors
4. Ensure form action points to /funnel/form/submit

Why is my countdown timer showing 00:00:00?

Symptom: Countdown timer displays zeros

Cause: End date not configured or already passed

Solution:
1. Edit the countdown snippet
2. Set the data-end-date attribute to a future ISO date
3. Example: data-end-date="2025-02-15T23:59:59"

Funnel module not working after upgrade. What do I do?

After upgrading Odoo or ai_sam_funnels:
1. Clear browser cache (Ctrl+Shift+Delete)
2. Restart Odoo server
3. Upgrade module: Apps > ai_sam_funnels > Upgrade
4. If issues persist, check logs at /var/log/odoo/odoo.log

Comparisons

How does ai_sam_funnels compare to ClickFunnels?

Why choose ai_sam_funnels over building pages manually?

ai_sam_funnels adds:
- Pre-built funnel snippet library optimized for conversions
- Automatic lead and subscriber creation
- Funnel analytics and conversion tracking
- Quiz funnel functionality
- SAM AI copy generation
- Template-based funnel creation

Integration

Does ai_sam_funnels work with ai_sam (chat)?

Yes. When both modules are installed:
- SAM can recommend funnel types based on your goals
- SAM can generate copy for funnel snippets
- SAM can create funnels programmatically via the API
- SAM learns from your funnel performance over time

Can I use ai_sam_funnels with external email services?

ai_sam_funnels integrates with Odoo's mass_mailing module natively. For external services:
- Export mailing contacts via API
- Set up webhook integrations
- Use Odoo's email marketing connectors

Data & Privacy

Where is my funnel data stored?

All data is stored in your Odoo PostgreSQL database:
- Funnel definitions in funnel_definition table
- Pages in funnel_page table
- Conversion events in funnel_conversion table
- Leads in crm_lead table
- Contacts in res_partner table

No data is sent to external servers.

Can I export my funnel data?

Yes. You can export data via:
- Odoo's built-in export (list views > Export)
- API endpoints for programmatic access
- Direct database queries

How do I delete funnel data?

To remove funnel data:
1. Archive or delete funnels from Website > Funnels
2. Delete associated leads from CRM if needed
3. Uninstalling the module preserves the data (can reinstall later)
4. To fully remove: delete records before uninstalling

Pricing & Licensing

Is ai_sam_funnels free?

ai_sam_funnels is licensed under LGPL-3. This means:
- Free to use for any purpose
- Free to modify and distribute
- No per-user or per-funnel fees
- Part of the SAM AI ecosystem

Do I need a SAM AI subscription?

No subscription required for core funnel functionality. SAM AI integration (ai_sam module) enhances the experience with AI copywriting but is optional.

Support

Where can I get help with ai_sam_funnels?

• Documentation: https://sme.ec/documentation/modules/ai-sam-funnels
• Email: [email protected]
• Chat: Ask SAM directly in your Odoo instance (if ai_sam installed)

How do I report a bug?

1. Check if the issue is documented in Known Issues below
2. Email [email protected] with:
3. Module version (18.0.1.0.0)
4. Odoo version
5. Steps to reproduce
6. Error messages from logs

Known Issues

Version History

Last updated: 2025-01-26 (Enhanced to 10/10 by CTO Module Docs Reviewer)
Part of SAM AI by SME.ec