🧙 The Setup Wizard Step By Step

📖 4 min read📦 Free Consumer Reports

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The Setup Wizard gets a new site from installed to sharing links in a few minutes. It asks for the three things every report needs: your email list, your offer link and the report files. You can run it again at any time, and it keeps your settings until you save a step.

Where to find it:

After you activate, the Dashboard shows a Welcome card with a Run Setup Wizard button.
At any time: Settings, then the Help & your account card, then Re-run Setup Wizard.

The six steps show across the top: 1. License, 2. Autoresponder, 3. Affiliate Link, 4. Install Assets, 5. Choose Funnels, 6. Done. Steps you have passed turn green. Every step has a Next Step button, and steps 2 and 4 also have Skip for now.

Step 1, License:

Setup Wizard step 1 showing License is active and a Next Step button — Step 1 with an active licence.

If your key is active, you see "License is active!" and a Next Step button. If not, the License panel shows here so you can add your key. See Installation And Licence Activation.

If your permalinks are set to Plain, a card asks you to fix them first, with a Go to Permalink Settings button. Choose Post name, click Save Changes, then come back.

Step 2, Autoresponder:

Setup Wizard step 2 with AWeber Quick Setup filled in and other provider cards below — Step 2 with an AWeber list saved and the other providers below.

This step connects the email service that receives your leads.

If you use AWeber, type your list's Unique List ID in the AWeber Quick Setup box (it looks like awlist0000000) and click Save AWeber List. You see "Active" next to the button.
If you use another service, find its card under "Or connect a different autoresponder" and connect it there.
Click Next Step.

See AWeber Quick Setup And Tagging and Connecting Your Autoresponder for each service.

Step 3, Affiliate Link:

Setup Wizard step 3 with the default affiliate link field — Step 3 with the default offer link for yoursite.com.

This is your Default Affiliate Link, the offer every report promotes. It appears as the Recommended Resource on every download page, and on the call to action page of rebranded PDFs.

Paste your link, for example https://yoursite.com/recommends/smart-buys.
Click Save Affiliate Link. You see "Set:" and your link.
Click Next Step.

You can change it later in Settings, or give single reports their own link. See Geo Smart Links And Per Country Offers.

Step 4, Install Assets:

Setup Wizard step 4 saying all funnel assets are installed — Step 4 once every report's files are on the site.

Every report needs its files: the pages, the PDF and the images.

Click Download All Assets. A progress bar shows while the files for each niche your key includes come down from the asset server.
When they are all there, the step says "All 400 funnel assets are already installed!" (the number includes any custom funnels).
Click Next Step.

On a slow host this can take a few minutes. If it stops part way, the Assets tab lets you download one niche at a time. See Installing Your Funnel Assets.

Step 5, Choose Funnels:

Setup Wizard step 5 listing each niche and its number of funnels — Step 5 lists each niche and how many funnels it has.

This step lists each niche with its number of funnels. Every funnel starts switched on, so all of them go live as soon as their files are installed. Click Next Step.

To switch reports or whole niches off, use the Funnels tab after the wizard. See Choosing And Publishing Report Funnels.

Step 6, Done:

Setup Wizard step 6 with sample funnel addresses, the Showcase page link and four buttons — Step 6 shows your first addresses and the Showcase page.

"Setup Complete!" The step shows:

Your Funnel URLs: three of your report addresses and how many more there are.
Your Showcase Page: a link to the page that lists all your reports. The wizard creates a WordPress page called Free Consumer Reports Resources for it if you do not have one yet.
Four buttons: View All Funnels, Dashboard, Rebrand PDFs and Showcase Settings.

After this step the Welcome card leaves the Dashboard.

Running the wizard again:

Open Settings, find Help & your account, and click Re-run Setup Wizard. Each step shows what is already set, for example "License is active!" or your saved offer link with "Set:". Change only what you need, and click Next Step past the rest. Nothing changes until you click a step's save button.

A real example:

The owner of yoursite.com ran the wizard on a fresh WordPress site. Step 1 said the licence was active. In step 2 they connected Mailchimp from its card, because their list lives there. In step 3 they saved https://yoursite.com/recommends/smart-buys. Step 4 downloaded all 8 niches. Step 6 listed addresses such as https://yoursite.com/reports/BeautyAtHomeAntiAgingTreatmentsThatWork/, and they clicked Rebrand PDFs to add their call to action page next.

Tips:

Have your email service login open in another tab before you start. You will need a list ID or an API key.
Not sure about your offer yet? Leave step 3 for later. With no offer link set, download pages simply leave the Recommended Resource box off.
Next, rebrand your PDFs. See Rebranding The PDF Reports.