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Digistorm Funnel
Digistorm Funnel
Learn how to set your Digistorm Funnel up for success
+2
168 articles in this collection
Written by
Monica Gill,
Ben Hare,
Hayden
and 2 others
Going Live with your new Funnel
Exciting times you are ready to go live with your Funnel. These articles will help with this process.
Written by
Monica Gill
Updated over a week ago
Filter by grade level and academic year
Use quick filters to search for a grade level or academic year of interest.
Written by
Monica Gill
Updated this week
Move a field's position throughout the form
Reorder your form fields by dragging and dropping.
Written by
Monica Gill
Updated over a week ago
Update your form Welcome, Completion and Unavailable message
Customise the form messaging to suit your school brand.
Written by
Monica Gill
Updated over a week ago
Add or update 5 cover fields on form PDF confirmation
Get a snapshot of the important fields by adding them to your enrolment form confirmation pdf.
Written by
Monica Gill
Updated over a week ago
Conditionally show a text block on your form
Set conditions on text block's to show users what they need to know.
Written by
Monica Gill
Updated over a week ago
Add new form pages
Your forms are organised into pages, learn how to add new pages
Written by
Monica Gill
Updated over a week ago
Make a form field required or optional
Some fields are more important than others, so make sure you're forcing users to provide the details you need.
Written by
Monica Gill
Updated over a week ago
Pre-populated forms
Learn how to send a form link with data from Funnel pre-populated
Written by
Monica Gill
Updated over a week ago
Save forms as draft, publish or unpublish
You can store your forms in multiple states.
Written by
Monica Gill
Updated over a week ago
View the form completion information on the leads table
View the completion date and source form information fields by adding them to your leads table.
Written by
Monica Gill
Updated over a week ago
Add help text, default text, and tool tips to your form fields
Help parents complete your forms with easy-to-follow prompts
Written by
Monica Gill
Updated over a week ago
How to download all application documents
Download all documents relevant to an application with the push of a button.
Written by
Monica Gill
Updated over a week ago
Customise your form colours
You can set colours for your form headers and buttons.
Written by
Monica Gill
Updated over a week ago
Preview your form changes
Check your changes before publishing them live within the Funnel form editor.
Written by
Monica Gill
Updated over a week ago
Editing Form and Page Titles
Learn how to rename your forms and pages within your forms.
Written by
Monica Gill
Updated over a week ago
View form change history and revert changes
Check the changes made to your Funnel forms and choose to revert your form back to a previous change.
Written by
Monica Gill
Updated over a week ago
Add attachments to your Funnel Communications
Learn how to add an attachment to Funnel communications
Written by
Monica Gill
Updated over a week ago
Set up multiple triggered form emails via Automations.
Use automations to trigger targetted content to your form users.
Written by
Monica Gill
Updated over a week ago
Enrolment form multi-signature functionality
It's now easier than ever to accurately capture signatures on your enrolment forms.
Written by
Ben Hare
Updated over a week ago
Request emails for enrolment form signatures
Learn how the parents/guardians completing your enrolment forms will be contacted regarding their signatures.
Written by
Monica Gill
Updated over a week ago
Enrol reports to set up in your account
Funnel has some great reports which can be very useful for your enrolment information.
Written by
Monica Gill
Updated over a week ago
Send event follow up communications
Follow up great events with targetted communications
Written by
Monica Gill
Updated over a week ago
Edit any existing form fields and options labels
This article will explain how to make changes to your existing form fields and options.
Written by
Monica Gill
Updated over a week ago
How to hide or reorder field options from forms
Some forms may not offer all of the options in field drop down so you can individually hide them.
Written by
Monica Gill
Updated over a week ago
Form user portal
Form users can access a form portal to view their previously submitted or in progress forms.
Written by
Monica Gill
Updated over a week ago
Resend enrolment form reminders and confirmation emails.
Trigger reminder and confirmation emails to form users who've misplaced the information.
Written by
Monica Gill
Updated this week
View and set form completion page redirects
Guide your form users to the next step in your enrolment process with an automatic redirect on form completion.
Written by
Monica Gill
Updated over a week ago
Add a text block to a form
Provide more information and context on your form by adding text between questions.
Written by
Monica Gill
Updated over a week ago
Set field display conditions to hide or show certain fields on your form
This will help users only see the fields relevant to them and their application.
Written by
Monica Gill
Updated over a week ago
Funnel Organisational Users
Learn how to give Organisational users access to all accounts
Written by
Claire Wuoti
Updated over a week ago
Find leads ready for exporting to your SIS
Learn how to filter your leads to find those who are ready to be exported to your SIS.
Written by
Monica Gill
Updated over a week ago
Sentral API integration creation
In this article you'll learn how to create an API for integrating Digistorm Funnel with Sentral
Written by
Hayden
Updated over a week ago
"Invalid data error" on TASS
How to find and correct an 'Invalid data error" on the TASS integration with Funne'
Written by
Hayden
Updated over a week ago
Funnel + DocuSign integration FAQ
Everything you need to know about our Funnel + DocuSign integration.
Written by
Ben Hare
Updated over a week ago
Checking failed TASS export errors in Funnel
Follow these steps to find the cause of TASS export errors in Funnel.
Written by
Hayden
Updated over a week ago
Set expiry dates on pre-populated enrol form links
Customise the timeframe in which pre-populated form links will expire
Written by
Monica Gill
Updated over a week ago
Export Errors - TASS integration
Common errors for Funnel + TASS integration.
Written by
Hayden
Updated over a week ago
What does it mean when a parent unsubscribes?
Funnel communication subscriptions and how they work
Written by
Claire Wuoti
Updated over a week ago
Title-casing names in Funnel
Funnel automatically sets some formatting rules to your incoming data.
Written by
Monica Gill
Updated over a week ago
Funnel GraphQL API
Learn how to access the API available within your Funnel account
Written by
Monica Gill
Updated over a week ago
Understanding Funnel webhooks
Get direct access to your Funnel data using webhooks
Written by
Monica Gill
Updated over a week ago
Sharing options available for your forms
Learn how to access your form embed code or find the public link (url) to copy or edit
Written by
Claire Wuoti
Updated over a week ago
At which points do form users receive emails from Funnel Enrol?
A guide to the different emails form applicants will receive from Funnel Enrol during the application process.
Written by
Ben Hare
Updated over a week ago
How to manually mark a form as paid
Learn how to manually mark a form as paid.
Written by
Claire Wuoti
Updated over a week ago
How to spell check your Funnel communications
Checking your email communications for typos
Written by
Claire Wuoti
Updated over a week ago
How to create a Leads Map report
The Leads Map report shows a visually representation of where your leads are coming from.
Written by
Monica Gill
Updated over a week ago
Legacy Enrol Migration FAQ
Exciting times! You're being migrated from Legacy Enrol to Funnel Enrol. In this post, we'll answer any questions you may have.
Written by
Monica Gill
Updated over a week ago
Preview your Funnel Communication before sending
Send a test email or preview sample data in the email editor
Written by
Claire Wuoti
Updated over a week ago
How to use the Roll Up function in Funnel
If leads would like to stay in your data base for a future year you can easily roll up their entry year and year level by one year.
Written by
Monica Gill
Updated over a week ago
How to create an Entries Comparison report
This report will show you the number of form entries and compare this data visually to another time period.
Written by
Monica Gill
Updated over a week ago
How to create a Pipeline Stage Analysis report.
Pipeline Stage Analysis report displays information about the duration in days leads have remained in a stage
Written by
Monica Gill
Updated over a week ago
Are enrolment payments safe?
Learn about the security of the payments and donations page.
Written by
Claire Wuoti
Updated over a week ago
Resend an email from Funnel
Can I resend an email I have already sent to a parent?
Written by
Claire Wuoti
Updated over a week ago
What is the Productivity Report?
You can create a Productivity report within Funnel to see the number of activities being logged in your system.
Written by
Monica Gill
Updated over a week ago
Date filter options in Funnel reports
Understand the date range filter options in Reports
C
Written by
Clay
Updated over a week ago
What does Lead Source Type mean?
This article will tell you the best way to find leads created directly in Funnel or by a particular form.
Written by
Monica Gill
Updated over a week ago
Funnel Communication Images
Adjusting your images to be device friendly
Written by
Claire Wuoti
Updated over a week ago
What does Days Idle mean?
Days Idle reflects all Lead activity that represents an interaction or engagement occurring with the lead or family
Written by
Claire Wuoti
Updated over a week ago
Will families get duplicate emails if they have submitted an enquiry for each of their children?
Family communication with multiple children
Written by
Claire Wuoti
Updated over a week ago
Sending an email to all Funnel leads
Is it ok to send a bulk email to all of my leads in Funnel?
Written by
Claire Wuoti
Updated over a week ago
Can I schedule emails in Funnel?
Yes, you can! This article will step you through the 'schedule send' feature in our Communications module.
Written by
Monica Gill
Updated over a week ago
Prepare for your upcoming event
This best practice guide covers how to prepare for your upcoming events.
Written by
Monica Gill
Updated over a week ago
How to track page conversions with Google Analytics
Written by
Ben Hare
Updated over a week ago
Filter leads by Event information
Filtering your leads by event information gives you more flexibility and provides more lead details to review.
Written by
Monica Gill
Updated over a week ago
Add notes to your Events
You can store event specific information for future reference directly within the event for others to see.
Written by
Monica Gill
Updated over a week ago
Guardian matching in Funnel - how it works
When a guardian's details are entered, Funnel will check whether the guardian already exists. This is how it works.
C
Written by
Clay
Updated over a week ago
Funnel + Feesable Integration
Written by
Ben Hare
Updated over a week ago
Views available in your Leads Module
A kanban board view is available for those users who prefer a more visual approach to their data.
Written by
Monica Gill
Updated over a week ago
Funnel Events Self Check in QR Code
Your event attendees can check themselves in by scanning the QR code for that event on arrival.
Written by
Monica Gill
Updated over a week ago
Edit your table columns
You can change your table columns to suit the information you need to see at a glance.
Written by
Monica Gill
Updated over a week ago
How do I use the Lead Conversion Report?
The lead conversion report displays the number of leads in each stage based on the data set you have selected.
Written by
Monica Gill
Updated over a week ago
What is in the Leads Module?
The leads module is the heart of your Funnel. This article will show you everything you can do here.
Written by
Monica Gill
Updated over a week ago
Add registrants to your Funnel Events
You can easily add an existing Funnel family to an event or use this opportunity to create them within the system.
Written by
Monica Gill
Updated over a week ago
Bulk actions available within an Event
When managing events there are actions that are easily to do directly from the events page.
Written by
Monica Gill
Updated over a week ago
Filter and reorder your Events list
Learn how to reorder your events and view just those that you care about.
Written by
Monica Gill
Updated over a week ago
Event Registration Forms
Everything you need to know about event registration forms.
Written by
Monica Gill
Updated over a week ago
How to export to your SIS from Funnel
Funnel integrates with a number of School Management Systems. This is a general guide on how to process your SIS export.
Written by
Ben Hare
Updated over a week ago
Forms Best Practice Guide
Learn how to best structure your forms and the important information to provide as part of your form messaging.
Written by
Monica Gill
Updated over a week ago
Funnel Form Translations FAQs
This article will answer your questions about editing and applying language translations to your forms
Written by
Monica Gill
Updated over a week ago
What is the 'lead owner field'?
Learn how and why to use the lead owner field in Funnel
Written by
Ben Hare
Updated over a week ago
Funnel Form Editor FAQs
Find the answers to your Funnel Form Editor questions to get the most out of using this exciting feature.
Written by
Monica Gill
Updated this week
Online Form Improvements FAQs
Learn what's changed with our new online form improvements and how it impacts your forms.
Written by
Monica Gill
Updated over a week ago
Manually check in event attendees
If you manually recorded the attendance of your event registrants you can update this information directly in your Funnel post event.
Written by
Monica Gill
Updated over a week ago
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
Customise Funnel Lead Summary Download
Learn how to order and set the fields included in your Lead Summary Download
Written by
Monica Gill
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
See Funnel communication recipients
Check out a delivery report and recipient list after you have sent a Funnel communication.
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, either from Leads lists, Leads page or Events
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
Forms referral traffic report
Analyse where parents are finding your forms and monitor your form performance.
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 submissions 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 snapshot fields
Your lead and guardian personal information section should show fields most important to you.
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
Add and update your Funnel account users
Written by
Monica Gill
Updated over a week ago
Change existing guardian information
You can edit any guardian fields including setting the primary guardian.
Written by
Ben Hare
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
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 lead related task?
Learn how to create a follow-up task for a lead to assign to a team member or yourself.
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
Update your 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?
Tasks in Funnel can be assigned to yourselves or other team members to help you manage your to do's and your team.
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?
You can create lead score profiles to help order and prioritise your leads based on different lead data.
Written by
Ben Hare
Updated over a week ago
Manage communication subscription categories
Learn how to manage communication subscription categories in Funnel
Written by
Ben Hare
Updated over a week ago
See who has unsubscribed from your communications
Guardians can manage their own communications subscriptions. This article will teach you how to monitor these within 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?
Create your events and set any specific details per event.
Written by
Monica Gill
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 or virtual event in Funnel?
If you are hosting an online or virtual event this guide will help you set it up correctly.
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
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
Using the Funnel check-in app at school events.
Learn how to access and use the Funnel check-in app at your school events.
Written by
Ben Hare
Updated over a week ago
How to move registrants between events
Learn how to transfer registrants to another event in Funnel
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 automated emails
Learn how to view and edit the automated confirmation emails associated to your Funnel forms.
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
View form entries in the Forms module
Learn how to view, filter and export your Forms data.
Written by
Monica Gill
Updated over a week ago
What's a Folder and how do I create one?
Explaining and creating Folders in Funnel
Written by
Ben Hare
Updated over a week ago