🛠️Onboarding Series

Step by step video on How to get started with funnels

How to get support

feel free to email us at [email protected]

Step 1: Logging Into funnels

Receive Login Credentials: You will receive your login credentials via an email from [email protected]. The email will include a welcoming message and a link to log in.

In this video, we will be looking at how to log into the platform. To begin, you must have received an email from [email protected] with details of your account creation and an option to "click here to login." Simply click on this link, and you will be redirected to the platform's login page.

Once there, a portal will appear for you to set up your password. The page will display your registered email address, which cannot be changed as indicated by a block sign. Below that, you will find the option to set a new password and confirm it. After entering and confirming your new password, click on the "Change Password" button. You can choose to save the password or not, then proceed to log in. If you've saved your password, it will automatically populate the login fields.

After clicking on "Sign In," you will be prompted for a verification code, which you can choose to receive either via email or phone number. Select email and click on "Send Security Code." Check your email for the OTP, enter it in the provided field, and click on "Confirm Code."

This will grant you access to your dashboard. The dashboard provides a basic view where, on the right-hand side, you have options for notifications and your profile from where you can sign out of your account. On the left-hand side, you can view your account details, including the name of your agency, and access various features like the Launchpad and other dashboard options.

Step 2: How to Configure Business Profile in Funnels

From the dashboard, navigate to the settings to access various configuration options:

Business Profile Setup:

Upload Logo: Click on the 'Upload' button to add your business logo. This visual representation is crucial for branding.

Business Details: Enter your business name, email, phone number, domain, and website URL. You can also specify your business niche or leave it unspecified.

Save Information: After entering your details, ensure you click 'Update' or 'Save Information' to record your changes.

Physical Business Address:

Address Details: Input your street address, city, ZIP code, state, and country.

Time Zone and Communication Preferences: Set your time zone and preferred languages for platform and outbound communications.

Update Information: Save these settings by clicking on 'Update Information'.

Additional Business Information:

Business Type and Industry: Specify the type of business and the industry it belongs to.

Registration Details: Enter your business registration ID type and number.

Further Configurations: Continue to fill out any additional fields or review what’s already provided. Not all fields are mandatory but can be beneficial depending on your business needs.

Saving and Updating Settings

It’s crucial to periodically review and update your settings to ensure all information reflects your current business status. This includes revisiting the business profile and physical address sections to keep them up-to-date.

Additional Tips

Integration Checks: Regularly check your integrations on the Launchpad to ensure they are active and functioning correctly.

Team Management: Use the settings to add or modify team member access, enhancing collaboration within your Funnels account.

By following this guide, you’ll be able to fully utilize the Funnels platform, optimizing it for your business’s unique needs. Stay tuned for more specific tutorials on technical integrations and advanced settings in our upcoming videos. Thank you for choosing Funnels, and happy funneling!

Step 3:How to Set Up My profile

Setting Up and Managing Your Profile in Funnels

Welcome to our tutorial on managing your personal profile within Funnels. This guide will walk you through the essential steps to effectively customize and secure your user profile, ensuring it meets your individual needs and preferences. Let’s begin!

Accessing My Profile

Navigate to My Profile: From your Funnels dashboard, click on the 'My Profile' option. This section is where you can manage your personal information and settings.

Updating Personal Information

Edit Personal Details: Here, you can add or update your details such as first name, last name, email address, and phone number.

Upload Personal Logo: To personalize your profile further, you can upload a personal logo by clicking on the designated upload area, selecting your file, and confirming the upload.

Updating Profile

Save Changes: After making any changes or updates, ensure you click 'Update Profile' to save the modifications. This ensures all your information is current and correctly saved in the system.

Changing Password

Access Change Password Section: Within the same profile menu, you will find the option to change your password. This is crucial for maintaining security.

Set New Password: Enter your current password followed by the new password you wish to set. Confirm the new password to ensure accuracy.

Update Password: Click on 'Update Password' to finalize the change. This step is essential to protect your account’s integrity and security.

Setting Availability

Manage Availability: You can specify the days and times you are available. This feature is particularly useful for managing meetings and ensuring your team knows your available hours.

Integrating Calendars and Other Services

Connect External Services: In the Integrations section, you can link services like Zoom, Outlook, and iCloud calendars.

Connect Zoom: Essential for scheduling and managing virtual meetings directly through Funnels.

Outlook and iCloud: If you frequently use these calendars, connecting them will synchronize your appointments and meetings across platforms.

Considerations for Integrations

Selective Integration: Only integrate services that you use frequently. Adding unnecessary integrations can clutter your workspace and lead to confusion.

Disconnect Unnecessary Services: If you find that an integration is not useful, it is advisable to disconnect it to keep your dashboard streamlined.

Advanced Settings

Calendar Configurations and Conflict Checks: Further down in the profile settings, you can configure additional calendar settings and check for scheduling conflicts. This helps in maintaining a clear and organized calendar.

Finalizing Settings

Review and Confirm: After making all changes, review your settings to ensure everything is set up as desired. Regular updates and checks can help keep your profile optimized for your use.

Your Funnels profile is central to managing how you interact with the platform and your team. By keeping it up-to-date and tailored to your needs, you can enhance your productivity and streamline your workflow. If you have any questions or need assistance, don't hesitate to reach out to support at [email protected].

Step 4: How to add staffs in Funnels

Today, we'll focus on how to add and manage team members within your Funnels account, a critical feature for agency owners and business managers who need to delegate tasks and control access to various parts of the platform. Here’s how to effectively manage the 'My Staff' option in Funnels.

Accessing My Staff

Navigate to My Staff: From your Funnels dashboard, locate and click on the 'My Staff' section. This area allows you to manage who has access to your Funnels account.

Adding New Team Members

Click on Add Employee: To introduce a new team member to your Funnels account, click on the 'Add Employee' button.

Enter Team Member Details:

Name: Input their full name.

Email Address: Add their professional email address. This will be used for all Funnels-related communications.

Phone Number: Include a contact number, if necessary.

Setting Permissions and Roles

User Permissions:

Funnels allows you to set specific permissions for each team member. These permissions can control what team members can view and modify within the platform.

For example, if you do not want a team member to view dashboard statistics, toggle that option off. Similarly, access to memberships, conversations, and other areas can be restricted based on their role and necessity.

User Roles:

Define the role of the new member: either as an 'Admin' or a 'User'.

Admin: Typically has full access to all features and settings.

User: May have limited access based on the permissions you set.

Save Information: After setting the permissions and roles, click 'Save Information' to officially add the person to your team in Funnels.

Managing Team Members

Review and Adjust: Regularly review the roles and permissions of your team members. As roles change or projects evolve, you may need to adjust what different team members can access and do within Funnels.

Training and Onboarding: Ensure that new team members are adequately trained on how to use Funnels effectively. This may include how to manage their own profile, how to adhere to data privacy practices, and how to use specific features pertinent to their roles.

Best Practices

Clear Role Definitions: Clearly define and communicate the responsibilities and expectations associated with each role within Funnels to prevent confusion and ensure accountability.

Regular Audits: Conduct regular audits of user activities and permissions to ensure they are still in alignment with business needs and security standards.

Feedback Mechanism: Establish a feedback mechanism for team members to report on system usability and any access issues they encounter, allowing for continuous improvement of the system setup.

By following these steps and utilizing the 'My Staff' feature effectively, you can enhance collaboration within your team, safeguard sensitive information, and streamline workflows in Funnels. If you need further assistance or have any questions about setting up or managing your team members, don't hesitate to reach out to support at [email protected]. Our team is here to help you maximize your use of Funnels for better business management and growth.

Adding Domains and Configuring Email Settings

Adding Domains

• Navigate to Domains: From your dashboard, go to the 'Settings' and select 'Domains' located at the bottom.

• Add Your Domain: Click on 'Add' and enter your domain URL, such as funnels.co.in. Ensure you toggle on the option to automatically add 'www' to your domain, allowing both versions (www and non-www) to work seamlessly.

• Authorize Your Domain: After clicking 'Continue', you'll need to authorize your domain. This might require you to enter the email address and password associated with your domain registrar, such as Cloudflare or another provider.

• Manual DNS Record Entry: If necessary, you can also manually add DNS records. Click on 'Add Record Manually' and enter the CNAME provided by your domain registrar.

Configuring Email Settings

• Access Email Services: In the same 'Settings' menu, find and click on 'Email Services'.

• Add Email Address for Sending: Here, you can set up a dedicated domain for your email, like funnels.mail.com. Follow the prompts to add, verify, and integrate this email domain.

• Link Personal Email: If you prefer using a personal email, such as Gmail, you can integrate it by selecting 'Add Services'. Choose your SMTP provider (like Gmail, Yahoo, or another) and enter your email credentials.

• Save and Verify: After setting up your email, click 'Save' to apply the changes. This will link your email address to your Funnels account, allowing you to send emails directly from the linked email.

How to Use Integrations in Funnels

Guide to Integrating Services with Funnels

Integrating external services into your Funnels account can streamline your operations and enhance your ability to manage various aspects of your business efficiently. Today, we'll cover how to integrate popular services like Google, Google My Business, Facebook, Instagram, and other platforms.

Integrating Google Account

Sign In with Google: From the Integrations section of Funnels, click on ‘Sign in with Google.’ You'll be prompted to choose your Google account.

Authorize: Continue by granting permissions to Funnels to access your Google account. This will allow Funnels to integrate seamlessly with services associated with your Google account.

Confirmation: Once connected, your Google account will show up in Funnels. You can set this account as your primary if you manage multiple accounts.

Integrating Google My Business

Access Integration: Navigate to the Google My Business section within Integrations.

Connect: Click ‘Connect’ and follow the prompts to link your Google My Business profile to your Funnels account. This integration is crucial for managing your business’s online presence directly from Funnels.

Integrating Facebook and Instagram

Start Connection: In the Integrations section, find Facebook and Instagram. Click on ‘Connect’ to begin the process.

Login Details: Enter your login credentials for Facebook. This step will also allow you to manage Instagram accounts associated with the Facebook profile.

Select Pages: If you manage multiple pages or profiles, select the ones you wish to integrate with Funnels.

Complete Integration: Confirm the integration. Now, both your Facebook and Instagram accounts will be linked to Funnels, enabling you to manage social interactions and marketing campaigns directly.

Integrating Other Services

QuickBooks: For financial management and accounting, connect your QuickBooks account.

Shopify: Integrate Shopify to manage your e-commerce activities.

Stripe: Link Stripe for handling payments directly through Funnels.

Slack: Connect Slack for internal communication enhancements.

LinkedIn: Integrating LinkedIn can help with networking and recruiting efforts.

TikTok: Note that TikTok may not be available in all regions, such as India.

Benefits of Integrations

Streamlined Operations: Centralize your business tools in one platform for easier management.

Enhanced Efficiency: Reduce the need to switch between multiple platforms, saving time and reducing errors.

Improved Data Synchronization: Keep all your business data synchronized across platforms, ensuring consistency and reliability.

Managing Integrations

Regularly review your integrations in Funnels to ensure they are functioning as expected. Update permissions and settings as needed to maintain security and efficiency.

Integrations are a powerful aspect of Funnels that can significantly enhance your business operations. By connecting your Funnels account with these external services, you gain the ability to manage many of your business functions from a single platform. If you need any assistance with setting up or managing integrations, feel free to contact our support team at [email protected].

How to Add Email Service to the Funnels

Email services are an essential part of any business toolkit, allowing for effective communication and marketing. In Funnels, setting up email services involves creating dedicated email domains and integrating external email accounts like Gmail for seamless operation. Here’s how to configure these services in Funnels:

Creating a Dedicated Email Domain

Access Email Services:

Navigate to the Email Services section within your Funnels dashboard. This is where you can manage all email-related settings.

Add a New Domain:

Click on ‘Add Domain’ to start the process of creating a dedicated domain for your email services.

Enter the domain name you wish to use for your emails.

Verify Domain:

After adding your domain, you will need to verify ownership. Funnels will provide you with CNAME records or other DNS records to add to your domain registrar’s settings.

This verification is crucial as it confirms that you own the domain and prevents others from using it.

Configure DNS Settings:

Go to your domain registrar's DNS settings page and add the provided DNS records. This might include CNAME records, MX records, and possibly SPF and DKIM records, which help with email deliverability and security.

Integrating External Email Accounts

Add Email Accounts:

If you prefer using an existing email service like Gmail within Funnels, you can integrate it directly.

Navigate to the section where you can ‘Add Service’ or select ‘SMTP Provider’.

Connect Gmail:

Choose Gmail from the list of available email services.

Click on ‘Connect’ or ‘Add’, and you will be prompted to enter your Gmail credentials. This might redirect you to a Google login page where you must authorize Funnels to access your email account.

Authorization:

After entering your Gmail credentials, grant the necessary permissions for Funnels to manage your emails. This integration allows Funnels to send and receive emails on behalf of your Gmail account.

Save Settings:

Once your Gmail account is connected, ensure you save the settings in Funnels. This final step secures the integration and makes your Gmail account ready to use within the Funnels platform.

Benefits of Using Dedicated Email Domains

Professionalism: Emails sent from a dedicated domain reflect professionalism and maintain brand consistency.

Deliverability: Proper DNS settings, including SPF and DKIM records, enhance email deliverability, reducing the likelihood of your emails being marked as spam.

Managing Email Integrations

Monitor Email Performance: Keep an eye on email deliverability and engagement metrics to assess the effectiveness of your email communications.

Update Settings as Needed: Regularly review and update your email settings to accommodate changes in your marketing strategies or security updates.

Support

If you encounter any issues while setting up or managing your email services in Funnels, don't hesitate to contact support at [email protected] for assistance.

How to setup calendars in funnels

Today, we'll explore how to effectively set up and manage calendars within your Funnels account. This functionality is essential for scheduling meetings and organizing your business activities efficiently. Let's dive into the process of creating and customizing calendars.

Creating a Calendar

Navigate to Business Services: From your Funnels dashboard, select the 'Business Services' section, then click on 'Calendars.'

Create Calendar: Click on 'Create Calendar.' You'll have options like 'Service Calendar,' 'Simple Calendar,' etc. Choose the type that best fits your needs.

Customize Your Calendar:

Service Name: Enter a name for your calendar.

Add Members: Assign team members who need access to this calendar.

Custom URL: Create a unique URL for your calendar. For example, if 'Dem123call' is available, you can use it to easily share your calendar link.

Set Meeting Durations: Specify typical meeting lengths, such as 15 or 30 minutes, and select the applicable days and times.

Confirm and Save: After setting up the details, click 'Confirm' to create your calendar. You will then see a link that you can use to preview and share your calendar with others.

Advanced Calendar Functions

Group Services: Manage settings for multiple users or services, ideal for teams.

Menu Rooms and Equipment: Schedule rooms and necessary equipment alongside your meetings.

Saving Preferences

Meeting Preferences: Set default meeting types, such as Zoom, Google Meet, or custom locations. For custom settings, specify the meeting place details.

Account Preferences: In the preferences section, adjust account-specific settings like meeting notifications and calendar visibility.

Integration and Synchronization

Email Connection: Integrate your email for two-way sync to keep your calendar updated with meeting requests and responses automatically.

Calendar Options: Link external calendars such as Google, Outlook, or iCloud to synchronize all your scheduling activities across platforms.

Using Your Calendar

Once your calendar is set up, you can:

Share Your Calendar: Distribute the custom URL to clients or team members to book appointments directly.

Manage Appointments: View, edit, or cancel scheduled appointments directly from your Funnels dashboard.

Monitor Engagements: Keep an eye on how your calendar is being utilized to make adjustments as needed.

Need Help?

If you encounter any difficulties or have specific needs, don't hesitate to reach out to our support team at [email protected]. We're here to ensure your experience with Funnels is smooth and beneficial.

By setting up and managing your calendars through Funnels, you enhance your operational efficiency and ensure that your appointments and meetings are well-organized and accessible. Make sure to explore all the features to fully leverage your Funnels calendar for your business needs.

How to Configure Contacts In Funnels

Importing Contacts

Access Contacts Section: Start by navigating to the 'Contacts' section on your Funnels dashboard. This is where all your lead data is stored.

Import Contacts: If your contacts list is initially empty, you can import contacts via the 'Import Contact' button. Ensure your contacts are in a CSV file format for seamless integration.

Upload File: Click to upload your CSV file. You can either drag and drop the file or use the upload button to select it from your system.

Map CSV Fields: Once uploaded, map the CSV fields to the corresponding fields in Funnels. This includes specifying details like contact names, creation dates, and any custom fields relevant to your operations.

Set Tags and Source: You can classify imported contacts by source (e.g., webinar, campaign) and tag them (e.g., new leads). Tags help in segmenting the contacts for future communications.

Finalize Import: After mapping and setting tags, proceed with the import. You can choose to ignore unmatched columns to ensure only relevant data is imported.

Managing and Utilizing Contacts

View and Filter Contacts: Once your contacts are imported, you can view and filter them based on tags or other criteria. This is useful for focusing on specific groups within your contacts.

Send Communications: Select the contacts to whom you wish to send messages or emails. Utilize Funnels’ email templates or write custom messages to engage your leads effectively.

Adjust Contact Pipelines: For leads that are progressing through your sales funnel, update their status by moving them to appropriate stages within your pipelines. This helps in tracking progress and prioritizing follow-ups.

Bulk Actions: Funnels allows for bulk actions like sending emails, adding tags, or even deleting contacts. Use these features to manage your contacts efficiently.

Restore Deleted Contacts: If any contacts are accidentally deleted, you have the option to restore them. This feature ensures that valuable leads are not permanently lost due to human error.

Best Practices for Contact Management

Regularly Update Contact Information: Keep your contact data up to date to maintain its accuracy and relevance.

Use Tags Wisely: Tags are powerful tools for segmentation. Regularly review and adjust tags to reflect changes in your marketing strategies or customer behaviors.

Leverage Integrations: Make full use of integrations with other platforms like Google My Business or Facebook to enrich your contact data and expand your outreach.

By following these steps and utilizing the tools available in Funnels, you can effectively manage and engage your contacts, turning leads into valuable customers. Stay tuned for more tutorials to maximize your use of the Funnels platform. Thank you for joining today’s session!

How to Configure Oppourtionity in Funnels

Managing Opportunities and Pipelines in Funnels

Welcome back to our detailed guide on using Funnels! Today, we’re focusing on how to effectively manage opportunities and utilize pipelines within the platform. This tutorial will help you understand how to create and update opportunities, modify pipelines, and efficiently move opportunities through different stages.

Understanding Opportunities and Pipelines

Navigating to Opportunities: In your Funnels dashboard, find and click on the ‘Opportunities’ section. Here, you can view all current opportunities aligned with various pipelines.

Viewing Pipelines: Within the opportunities section, you will see the different pipelines that have been previously set up. Pipelines are essentially a series of stages that an opportunity moves through, representing different phases of your engagement or sales process.

Creating and Managing Opportunities

Adding a New Opportunity:

If a contact does not exist in the system, you might need to create a new contact first.

From the opportunities section, select the pipeline where you want to add an opportunity.

Click on ‘Add Opportunity’ or use the interface to insert an opportunity directly into a specific stage.

Setting Opportunity Details:

Assign an opportunity name and select the appropriate status (e.g., open, in progress).

Define the opportunity value, which could be a monetary value or any other measurement relevant to your business.

Set the opportunity owner and optionally add followers who need visibility or notifications regarding updates.

Adding Tags: Tags are useful for categorizing and filtering opportunities within the system. You can add tags like ‘Leads’, ‘High Priority’, etc., when creating or updating an opportunity.

Modifying Pipelines

Accessing Pipeline Settings: To view or edit existing pipelines, navigate back to the pipelines overview within the opportunities section.

Creating a New Pipeline:

Click on ‘New Pipeline’ if available, or look for an option to create a pipeline within the interface.

Customize the pipeline by adding specific stages that reflect your process, such as initial contact, negotiation, closure, etc.

Using Drag and Drop: Move opportunities between stages by simply dragging and dropping them into the desired stage. This visual interaction makes it easy to manage the flow and track progress.

Advanced Pipeline Management

Stage Customization: Customize each stage in your pipeline to reflect the actions required at that point. For example, stages could be labeled as ‘Contact Made’, ‘Interview Scheduled’, ‘Submitted to Customer’, ‘Offer Extended’, or ‘Rejected’.

Automations and Integrations: Utilize Funnels’ automation features to trigger actions when moving an opportunity from one stage to another, such as sending emails, updating records, or scheduling follow-up tasks.

Monitoring and Reporting

Track Progress: Regularly review the progress of opportunities within each pipeline to ensure timely actions are taken and bottlenecks are addressed.

Reporting Tools: Use Funnels’ reporting features to generate insights on pipeline performance, win rates, and cycle times to continually optimize your processes.

Need Help?

If you encounter any issues or have specific questions about managing opportunities or pipelines in Funnels, do not hesitate to reach out to support at [email protected]. Our support team is equipped to provide you with the assistance you need to make the most of your Funnels setup.

By effectively managing your opportunities and pipelines, you can enhance your business operations, improve engagement strategies, and ultimately drive growth. Thank you for following along in this tutorial, and we look forward to helping you succeed with Funnels!

How to make Pipeline in funnels

Creating and Managing Pipelines in Funnels

In this segment of our tutorial series, we'll focus on setting up and managing pipelines in Funnels, a crucial feature for visualizing and managing your business processes effectively. Pipelines in Funnels allow you to track the progress of various tasks or deals through different stages, from initiation to completion. Let’s explore how to create a new pipeline and understand its functionality.

What is a Pipeline?

A pipeline represents your business flow visually, breaking down the process into sequential stages. Each stage represents a phase of the customer journey or a project milestone.

Creating a New Pipeline

Access Pipeline Settings: From the main dashboard in Funnels, navigate to the pipeline section.

Create New Pipeline:

Click on ‘Create New Pipeline’. This will prompt you to set up a new pipeline suited to a specific aspect of your business, such as sales, recruitment, or project management.

Name Your Pipeline: Assign a name that reflects its purpose, for example, 'Sales Pipeline' or 'Project Delivery Pipeline'.

Configuring Stages

Define Stages:

Input the stages your pipeline should include. Common stages in a sales pipeline might include 'New Lead', 'Hot Lead', 'Discovery Call', 'Proposal Sent', 'Negotiation', 'Won', and 'Lost'.

Each stage should represent a step in your process where an opportunity or project can be moved forward or redirected based on specific criteria.

Using Example Pipelines

Agency Pipeline Example:

For a service agency, stages might include 'Initial Contact', 'Discovery Call', 'Proposal Sent', 'On Hold', 'Won', and 'Lost'.

This helps in tracking the client engagement from the first contact through to the project's completion or termination.

Sales Pipeline Example:

Start with 'New Lead' for incoming prospects.

Move to 'Hot Leads' for leads that have expressed strong interest or fit specific qualifying criteria.

'Appointment Booked' indicates a scheduled meeting or discussion.

Use 'No Show' for leads who fail to appear for scheduled appointments.

Additional stages might include 'Negotiation' and 'Closed' (subdivided into 'Won' and 'Lost').

Automating Pipeline Movements

Set Automations:

Automate the transition of opportunities or tasks from one stage to another based on specific actions or criteria. For example, after a successful discovery call, an opportunity can automatically move from 'Discovery Call' to 'Proposal Sent'.

Automations can help reduce manual work and ensure that no opportunities slip through the cracks.

Managing and Adjusting Pipelines

Monitor and Adapt:

Regularly review the effectiveness of your pipelines. Are there stages where opportunities consistently stall? Are some stages unnecessary or overly complicated?

Adjust the stages and automation rules as needed based on performance data and feedback from your team.

Additional Features and Support

Explore More Functions:

Utilise additional pipeline features like tagging for better organisation, filtering for quicker access, and reporting tools for analytics.

For more complex setups or integrations, don’t hesitate to use available resources or contact support at [email protected] for personalised assistance.

By effectively creating and managing pipelines in Funnels, you can streamline your business processes, enhance visibility into your operations, and improve overall efficiency and outcomes. As you continue to use Funnels, take full advantage of the flexibility and customization that pipelines offer to tailor them to your specific business needs.