Collections
Getting started with Perspective – what you can build, creating your first funnel, the onboarding call, the community and how to contact support.
6 articles
Creating, editing and publishing your funnels – from strategy and templates to the editor, AI Funnel Editor, custom domains, A/B testing and SEO.
115 articles
Managing the leads your funnels collect in the Perspective CRM – contact fields, custom fields, statuses, files and exporting your contacts.
9 articles
Sending automated emails and WhatsApp messages to your leads – email flows, sequences with delays, freebie delivery, WhatsApp templates and deliverability.
15 articles
Connecting your funnels to the tools you use – Meta Pixel, Google Ads and Analytics, CRMs like HubSpot, Zapier, Make, webhooks, the API and MCP.
48 articles
Tracking and analyzing your funnel performance – sessions, conversions, UTM parameters, email delivery and open rates, and exporting your data.
6 articles
Organizing funnels in workspaces and managing access – creating workspaces, adding team members and clients, user roles and monetizing workspaces.
7 articles
Understanding Perspective plans and pricing – Free Plan, free trial, features, usage limits and AI credits, plus how to upgrade, downgrade, pause or cancel.
15 articles
Managing your account and billing – password, email address, language, notifications, invoices, payment methods, billing address and VAT.
11 articles
Making your funnels GDPR-compliant – privacy policy, imprint, cookie banner, double opt-in, Data Processing Agreement (DPA) and accessibility (EAA).
9 articles
Recommending Perspective through the referral and affiliate program – how you and your friends benefit, and how to share funnels with other users.
2 articles