FunnelStreams Bootcamp
15 articles
5 min read
Account Settings Overview
Welcome to FunnelStreams BootCamp!
2 min read
How To Understand Time Zones
How to Properly Set Up Time Zones (for users and leads)
1 min read
Setting Time Zones
The system uses time zones in several ways - from timing campaigns, to determining appointment times in your calendar, and more. You want to ensure the location time zone (in…
3 min read
Understanding Domains
Domains are one of the most useful things you will ever have in your business because it allows someone to access all the information about your business (e.g your website) and…
1 min read
Cloudflare Setup (Optional)
While there are many DNS options out there, we find Cloudflare to be one of the most robust options. It allows you to easily connect both your www. and non-www. of your domain…
2 min read
How to Create and Use Custom Values
Custom Values, or Merge Fields, are values you can put into a template that will auto-populate when generating communication with your contacts. They are a great way to save…
2 min read
List of Custom Values
Here is a list of custom values you may find in your system:
2 min read
Editing Pending and Processing Bulk Actions
Using the Bulk Actions feature in your Contacts section, you can perform multiple one-off actions to selected or all contacts. From an SMS Text blast to bulk-adding contacts to…
1 min read
How To Use The Universal Search Feature
The Universal Search feature allows you to quickly search for contacts, payments, and opportunities within your system. You can easily click into any found entry, or create a…
4 min read
GDPR Compliance Information
General Data Protection Regulation (GDPR) is Europe’s recent data privacy and security law. Effective May 25, 2018, it is the toughest privacy and security law in the world.…
2 min read
Connecting Your Instagram Business Account to the Social Planner Social Media Tool
You can connect an Instagram business account to use in the Social Planner Social Media Tool. With this feature, you can manage your social accounts for Instagram, Google My…
1 min read
How To Customize Membership Settings
When using the Membership section, you can customize various settings and features to make the Membership experience work for your users exactly as you wish.
1 min read
Supported Media Types
You can host your brand’s precious media/resources in the Media Library! By doing so, you’ll be able to manage everything in one area, forgoing a cluttered desktop and…
1 min read
Template Library
This article walks through how the Template Library can be used in different ways in the system.
1 min read
Switching from FirstPromoter to Affiliate Manager
This article will cover how to export your affiliates from FirstPromoter so you can start using the Affiliate Manager directly within your CRM. Follow along to get started.