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Start here: What is the best way to get started with Perspective?

This article shows you how to get straight into implementation with Perspective.

Luise avatar
Written by Luise
Updated yesterday

Welcome! Glad to have you here and ready to get started. In this article, you’ll find all the insights on how Perspective works and where to find solutions to your questions.

💡 We continuously develop Perspective, so your home view design might look slightly different. However, all the functions listed here are still available to you.

How Your Perspective Account is Structured

Account Overview

The account overview is the heart of your account. This is where you land after every login and from where you can access all other features.

  1. In the middle, you’ll find all your funnels.

  2. Just above that on the right, you can search for funnels or create new ones from our pre-built templates.

  3. At the top bar, you’ll find more content. At the top left, you can select your workspaces.

  4. In the center at the top, you’ll see your account’s overall performance, our referral program (where you earn 30% lifetime commission), and (if set up) the messaging center.

  5. At the top right, you can add team members to your account, access the Academy, or open your account settings.

Your Account Settings

At the top right of the overview, you’ll find your account settings. Click on the circle with your initials to open a small menu. From here, you can access all content, switch the language between German and English, and log out.

Settings

In the settings, you can choose whether to receive marketing emails and reports. Scroll down to see your plan usage, change your plan, download invoices, change your billing address, and update your payment method.

Domains

Under “Domains,” you can view all domains linked to your account, add new domains, and verify them with the Meta Tag.

Contact Support

To contact support, you can either find it at the top under settings or always at the bottom right of your window. Click the chat bubble to access the chat, where you can report bugs, ask questions, or search the Help Center for articles.

Explore Our Help Center

If you’re in the home view of your Perspective account and click your initials in the top right corner (see below), you’ll easily find the link to our Help Center.

After clicking “Help & Tips,” a new window will open where you can search our entire Help Center. You’ll find guides and deep dives into all sorts of topics related to funnels, tech, and practical walkthroughs.

Learn with the Perspective Academy

The Academy offers free step-by-step training videos about which funnel fits you best, how to position yourself and your business properly, how to successfully optimize your funnel, and how to run ads effectively in your industry.

Click the graduation cap icon to access the Academy. Every Perspective user has free access to the Perspective Academy, the path to success. You’ll learn marketing basics and be guided through your first steps.

You’ll find more about the Academy in this article or directly in your account.

Join the Perspective Community

The Perspective Funnels Community has thousands of members. We feature exciting interviews with marketers and our most successful customers (PerspectiveTalks), and everyone provides feedback on each other’s mobile funnels. Become part of the community and enjoy input from marketers, recruiters, entrepreneurs, and the Perspective team. 🙌

Option 1 – Facebook Group

Option 2 – Skool

Have You Seen the Perspective Crash Course?

Qualified customers & exciting applicants – daily in your inbox?
Our free video crash course shows you the 6 most successful funnel templates, including real-life examples: 2,459 leads at just €4 each with the right ads and a personalized bonus.
Sign up here!

Join Your Free Onboarding Call

Start strong with Perspective by participating in one of our regular onboarding calls. In this interactive product tour, you’ll learn the most important features and can ask your questions directly to our Customer Success Team.

Attend Our Weekly Live Training

Get 60 minutes of concentrated funnel and marketing knowledge with exclusive insights into the strategies that made Perspective a multi-eight-figure company – with fewer than 40 team members. Ask your questions live and get direct feedback from our marketing experts.


Find more information on the following topics in our Help Center:

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