In this guide you will find everything neccessary to getting started with Funnelfly. We will walk you through setting up your account and also what is needed to automate your marketing.
- Account Creation
- Connecting Gmail
- Updating Signatures
- Inviting Teammates
- Setup Guide
- CSV Upload
- Enrolling Leads into Growth Tracks
- Power Tasks
- Create New Pipelines
To get started, you will need to sign up using your personal Gmail or business Gmail account. When you create your account, you will need to note that personal Gmail accounts can only send 150 emails per day while business Gmail accounts, commonly referred Gsuite, can send 1500 emails per day. Once the account is created, you can then follow the next steps within this guide.
Funnelfly sends automated emails to your leads from your personal or business Gmail account. This process creates a more personalized approach to email marketing because the emails are sent directly from you rather than from another platform. To begin sending automated emails through Funnelfly, you will need to connect your Gmail account.
When setting up the Funnelfly account, you will need to update your signature. Updating your signature can be easily set up within the Funnelfly settings.
Inviting teammates to your Funnelfly account becomes necessary when running multiple campaigns or when you want emails in Growth Tracks to be send from different people.
The following steps will walk you through completing the setup of Funnelfly. Within the guide, you will learn the best practices for setting up User Variables and Global Variables. Next you will be walked through setting your first Growth Track live, but also learn the correct way to import our Growth Track template from our Growth Track Library.
With Funnelfly's CSV Upload feature, you can easily import your existing data into the platform.
Enrolling Leads into Growth Tracks
In this Funnelfly support guide, you will learn the way to upload and enroll leads into Growth Tracks. Enrolling leads can be done multiple ways:
- Enroll from the Person Card
- Enroll Multiple People from the People screen
- Enroll People from Uploaded Files
- Enroll People from the Forms on your Website
When you’re looking to shape and build your marketing strategy, automation is key. Funnelfly is built so you can automate your marketing on both direct and 3rd-party integrations.
Power Tasks are a great way to set reminders for various sales activities relating to Leads. Within Funnelfly, we organize the tasks for you or your team on the Task dashboard.
Create New Pipelines
Setting up Pipelines in Funnelfly opens up the means to automating your funnel from the first stage to the last stage. Each Pipeline holds the Growth Tracks you set up to automate users through separate stages. It is important to segment your Pipelines based on both the audience and the goals because it can become complicated to run multiple campaigns from one Pipeline.