Digistorm Funnel

Getting started in Funnel

All the things you need to know about where to start in your Funnel

Written by Claire Wuoti
Updated over a week ago

Add New Lead to an existing family

Adding a new lead to an existing family in Funnel

Written by Monica Gill
Updated over a week ago

How do I navigate my way around Funnel?

Navigating Funnel is the first step to getting started with using the system and finding what you’re looking for.

Written by Claire Wuoti
Updated over a week ago

How to log into Funnel

Logging into Funnel and finding your credentials

Written by Claire Wuoti
Updated over a week ago

Merge Duplicate Guardians

Learn how to merge duplicate guardians

Written by Monica Gill
Updated over a week ago

Send a communication to selected recipients

Select your communication recipients first and then build your communication

Written by Monica Gill
Updated over a week ago

Digistorm Funnel and Enroller integration

Learn more about connecting and sharing data between EnrollerConvert and Digistorm Funnel

Written by Ben Hare
Updated over a week ago

Merge Families in Funnel

Siblings may have been created as two different families and need to be merged.

Written by Monica Gill
Updated over a week ago

Archiving Data in Funnel

Archiving data in Funnel is not currently supported.

Written by Monica Gill
Updated over a week ago

Adding New Closed Lost reasons

How to add new closed lost reasons to your Funnel account.

Written by Monica Gill
Updated over a week ago

Delete Incomplete Applications

How to delete incomplete applications from your Funnel system.

Written by Monica Gill
Updated over a week ago

Incorrectly associated siblings

Managing siblings that have been incorrectly linked in Funnel.

Written by Monica Gill
Updated over a week ago

Cancelling or deleting Funnel Events

How to cancel or delete events and notify registrants in Funnel

Written by Monica Gill
Updated over a week ago

Application Form Discounts and Coupons

Written by Monica Gill
Updated over a week ago

Understanding form status: incomplete and incomplete valid

Learn more about the incomplete form statuses on Funnel

Written by Monica Gill
Updated over a week ago

View and export payment information

Written by Monica Gill
Updated over a week ago

Learn about Funnel reports

Written by Monica Gill
Updated over a week ago

Funnel Communications Reporting

Learn what your Communications Reporting includes

Written by Monica Gill
Updated over a week ago

UTM tracking on online forms

Learn how to use UTM tracking on your lead profiles to monitor campaign performance from third party marketing platforms.

Written by Ben Hare
Updated over a week ago

Set lead and guardian default details

Written by Monica Gill
Updated over a week ago

Create a Funnel dashboard

Learn how to create and manage your own Funnel Dashboards

Written by Monica Gill
Updated over a week ago

Manually add a new lead

Written by Ben Hare
Updated over a week ago

Manage your Funnel users

Written by Monica Gill
Updated over a week ago

Changing information for existing lead in Funnel?

How to update, add or edit information for existing leads in Funnel

Written by Ben Hare
Updated over a week ago

Change existing lead guardian information

Written by Ben Hare
Updated over a week ago

Add a new guardian to an existing lead

Written by Ben Hare
Updated over a week ago

How can I add a Note, Activity or Task related to a Lead in Funnel?

Learn how to add notes, tasks or activities to a lead.

Written by Ben Hare
Updated over a week ago

How do I create a task internally that's related to a lead in Funnel?

Learn how to create a follow-up task for a lead.

Written by Ben Hare
Updated over a week ago

How can I change the enrolment stage of a Lead in Funnel?

Learn how to change or update the enrolment stage of a lead in Funnel.

Written by Ben Hare
Updated over a week ago

Change my Funnel password

Written by Ben Hare
Updated over a week ago

Changing your personal account details in Funnel?

Learn how to change your personal details in your Funnel user account.

Written by Ben Hare
Updated over a week ago

What is a filter and how do I create one?

Written by Ben Hare
Updated over a week ago

What is a dynamic list in Funnel and how do I create one?

Everything you need to know about dynamic lists, and how to create them in Funnel

Written by Ben Hare
Updated over a week ago

How can I copy a dynamic list in Funnel?

Written by Ben Hare
Updated over a week ago

I forgot my password, how can I access my account?

Learn the fastest way to reset a forgotten password for your Funnel user account.

Written by Ben Hare
Updated over a week ago

How can I search for a lead in Funnel?

Written by Ben Hare
Updated over a week ago

How can I make bulk changes to my leads?

See what bulk actions are available in Funnel

Written by Ben Hare
Updated over a week ago

What is a static list and how do I create one?

Learn about static lists and how to create one.

Written by Ben Hare
Updated over a week ago

How can I send a communication in Funnel?

Learn how to build your email first then add your recipients.

Written by Ben Hare
Updated over a week ago

How do I manage my tasks in Funnel?

Learn more about your Tasks

Written by Monica Gill
Updated over a week ago

Funnel dashboard overview

Learn more about the information available on your Funnel dashboard, including for different role types at your school.

Written by Ben Hare
Updated over a week ago

What is lead scoring?

Written by Ben Hare
Updated over a week ago

Manage communication subscription categories

Written by Ben Hare
Updated over a week ago

See who has unsubscribed from your communications

Learn how to pull an unsubscribe list in Funnel.

Written by Ben Hare
Updated over a week ago

Using personalisation tokens in Funnel emails.

Learn more about personalising your Funnel emails with personalisation tokens.

Written by Ben Hare
Updated over a week ago

What is two-factor authentication?

Written by Ben Hare
Updated over a week ago

Creating communication templates in Funnel

Learn how to save time by creating a template for regular emails.

Written by Ben Hare
Updated over a week ago

Add an email signature

Add your email signature html to your profile

Written by Ben Hare
Updated over a week ago

How do I create an event in Funnel?

Written by Ben Hare
Updated over a week ago

What is an event type?

Written by Ben Hare
Updated over a week ago

About the Digistorm API

Written by Ben Hare
Updated over a week ago

How do I create an online event in Funnel?

Written by Ben Hare
Updated over a week ago

Why is my Funnel to SIS export failing?

Written by Ben Hare
Updated over a week ago

What Funnel support do you offer?

Written by Ben Hare
Updated over a week ago

Can I filter leads by the number of guardians?

How to filter leads by the number of guardians.

Written by Ben Hare
Updated over a week ago

Available font types for Funnel Communications?

Learn more about which font types are available when using Funnel Communications.

Written by Ben Hare
Updated over a week ago

Adding dedicated domains to Funnel forms

How to set dedicated domains to your school enrolment forms.

Written by Ben Hare
Updated over a week ago

Can I view and export leads that have 'disallow communication' enabled?

How to manage leads that are marked as disallow communication.

Written by Ben Hare
Updated over a week ago

Addressing guardians in Funnel Communications using personalisation tokens.

Learn how to use personalisation tokens to address guardians in Funnel Communications

Written by Ben Hare
Updated over a week ago

How to create a Funnel automation

Written by Ben Hare
Updated over a week ago

How to set up automation actions

Written by Ben Hare
Updated over a week ago

Manage your automation settings

Written by Ben Hare
Updated over a week ago

How to use if/then branches in your automation

Learn how to use if/then branches in Funnel automations.

Written by Ben Hare
Updated over a week ago

Manually subscribe leads to your automation

Written by Ben Hare
Updated over a week ago

The difference between AND/OR logic in Funnel automations.

Learn when to use AND or OR triggers when building an automation in Funnel.

Written by Ben Hare
Updated over a week ago

How to deactivate your automation

Written by Ben Hare
Updated over a week ago

Create email templates to use in automations

Learn how to create email templates to use in Funnel automations.

Written by Ben Hare
Updated over a week ago

View automation activity log

Written by Ben Hare
Updated over a week ago

Automations FAQs

Written by Ben Hare
Updated over a week ago

Updating old lead filters

Written by Ben Hare
Updated over a week ago

Edit Funnel event registrant details

Learn how to edit Funnel event registration details.

Written by Ben Hare
Updated over a week ago

At what point do applicants receive automated emails when completing a form?

Learn more about the automated emails available when completing a Funnel online enrolment form.

Written by Ben Hare
Updated over a week ago

Types of payment errors in Funnel enrolment forms

Troubleshooting potential payment errors in Funnel enrolment forms that you can check with users.

Written by Ben Hare
Updated over a week ago

How to move registrants between events

Written by Ben Hare
Updated over a week ago

Using the Funnel check-in app at school events.

Learn how to access and use the Funnel checkin app at your school events.

Written by Ben Hare
Updated over a week ago

How to track page views on your Funnel forms

Learn how to track page views on Funnel forms through Analytics.

Written by Ben Hare
Updated over a week ago

How to edit Funnel form behaviour emails

Written by Ben Hare
Updated over a week ago

View lead field edit history

Written by Ben Hare
Updated over a week ago

Merge Duplicate Leads

Duplicate leads can be merged directly in Funnel

Written by Monica Gill
Updated over a week ago

Getting the most out of your Funnel reports

Written by Ben Hare
Updated over a week ago

Funnel Forms module

Learn how to view, filter and export your Forms data.

Written by Monica Gill
Updated over a week ago