Learn how to set your Digistorm Funnel up for success
By Ben and 4 others5 authors256 articles
Going Live with your new Funnel
Editing Form and Page Titles
Edit any existing form fields and options labels
Add help text, default text, and tool tips to your form fields
Move a field's position throughout the form
Make a form field required or optional
Add new form pages
Preview your form changes
View form change history and revert changes
Add or update 5 cover fields on form PDF confirmation
View and set form completion page redirects
Update your form Welcome, Completion and Unavailable message
Save forms as draft, publish, or unpublish
How to hide or reorder field options from forms
Conditionally show a text block on your form
Customise your form colours
Set up multiple triggered form emails via Automations.
Add attachments to your Funnel Communications
Send event follow up communications
Form user portal
How to download all application or lead files
Enrol reports to set up in your account
Enrolment form multi-signature functionality FAQs
Signature request emails for enrolment forms
View the form completion information on the leads table
Resend enrolment form reminders and confirmation emails
Filter by grade level and academic year
Can I give my Finance staff read-only access to Funnel?
Associate a note, task, or activity with multiple leads in a family
Guardians automatically marked as do not contact
Hide your forms from search engines
Set disallow communication on a guardian
iCal attachments on your event and booking emails
Update your forms multi-signature functionality
Can I export leads from Funnel to Excel?
Can someone else complete the enrolment application form on behalf of the family?
Events Module FAQ
How guardians register for your events
Add leads to an event from the lead details page
Edit your event registration table columns
Create new event types with registration forms
Reschedule registered groups with Funnel events
Funnel event registration table breakdown
Email and invite registrants to your event
Quick actions available from within events
Edit your Funnel event details
Duplicate an event
Manage your event types
Edit Funnel event registration emails
Close events for registration
Funnel Bookings overview
Bookings Module FAQ
Delete a booking type
How to import your booking types to your own calendar
Create a new booking type
How to manage multiple interviewers in bookings
How to cancel a booking
Reschedule any existing bookings
How to create a virtual booking
Managing time slots with confirmed bookings
Booking registration forms
Public or Private Bookings
Manually add families to your booking
Set or update your event timezone
Managing private and public events
Filter lead timeline by interaction or Funnel user
View existing automation subscribers
Create your own Basic Funnel forms
How to delete a Basic Funnel Form
How to separate merged leads and guardians
Removing a Funnel user
SSO for Funnel
Funnel Account Permissions - Best Practice
Deleting leads or guardians
Find leads ready for exporting to your SIS
Set field display conditions to hide or show certain fields on your form
Sentral API integration creation
Add a text block to a form
"Invalid data error" on TASS
Funnel Organisational Users
Setting up churn rates in Funnel
Set events as 'unavailable' in your Events Forms
Import Funnel Events to sync to your own calendar
Sorting by columns
Adding a field to your form
Funnel + DocuSign integration FAQ
Set expiry dates on pre-populated enrol form links
Checking failed TASS export errors in Funnel
Export Errors - TASS integration
How to reduce duplicate leads and guardians
What does it mean when a parent unsubscribes?
Funnel GraphQL API
Title-casing names in Funnel
I exported my lead and some of the fields are missing
Understanding Funnel webhooks
Can I upload a video asset to my website?
Can I report on the lead activities of a particular user?
Unique parent/guardian email address
Sharing options available for your forms
Funnel file types and file names
Joining an existing Funnel account
Prevent duplicate form submissions
When do form applicants receive emails?
How to manually mark a form submission as paid
How to create a Leads Map report
How to spell check your Funnel communications
I can't choose my template when emailing my event attendees
How to create a time slot in your booking calendar
How to use the Roll Up function in Funnel
Preview your Funnel Communication before sending
Legacy Enrol Migration FAQ
Enrol forms migrated to your Funnel account.
How to create an Entries Comparison report
Manage your discount codes
How to create a Pipeline Stage Analysis report
Learn at which stages families receive emails from Funnel Event registrations
Are enrolment payments safe?
Resend an email from Funnel
Is there a printable version of my blank form?
What is the Productivity Report?
What does Lead Source Type mean?
Date filter options in Funnel reports
What does Days Idle mean?
Funnel Communication Images
Can I print the application form to markup changes I want to make?
Sending an email to all Funnel leads
Will families get duplicate emails if they have submitted an enquiry for each of their children?
Can I schedule emails in Funnel?
Prepare for your upcoming event
Event Reporting Dashboard
How to track page conversions with Google Analytics
Filter leads by Event information
Lead matching in Funnel - how it works
Switching over to Google Analytics 4
Guardian matching in Funnel - how it works
Create your own Recommendation form
Funnel + Feesable Integration
Views available in your Leads Module
Funnel Events Self Check in QR Code
Edit your table columns
How do I use the Lead Conversion Report?
Reopening a closed or lost lead in Funnel
What is in the Leads Module?
Add registrants to your Funnel Events
Bulk actions available within an Event
Manage and filter your Events in the Events module
Event Registration Forms
How to export to your SIS from Funnel
Forms Best Practice Guide
Funnel Form Translations FAQs
What is the 'lead owner field'?
Funnel Form Editor FAQs
Online Form Improvements FAQs
Manually check event attendees in
Getting started in Funnel
Add New Lead to an existing family
How do I navigate my way around Funnel?
Customise Funnel Lead Summary Download
How to log into Funnel
Merge Duplicate Guardians
See Funnel communication recipients
Send a communication to selected recipients
Digistorm Funnel and Enroller integration
Merge Families in Funnel
Forms referral traffic report
Archiving Data in Funnel
Adding New Closed Lost reasons
Delete Incomplete Applications
Incorrectly associated siblings
Cancelling or deleting Funnel Events
Application Form Discounts & Coupons
Understanding form status: incomplete and incomplete valid
View and export payment information
Learn about Funnel reports
Funnel Communications Reporting
UTM tracking on online forms
Set lead and guardian snapshot fields
Create a Funnel dashboard
Manually add a new lead
Manage your Funnel users
Change existing guardian data
Change existing lead data in Funnel
Add new guardians to existing leads
How can I add a Note, Activity or Task related to a Lead in Funnel?
Create a lead-related task in Funnel
How can I change the enrolment stage of a Lead in Funnel?
Change my Funnel password
Changing your personal Funnel details
What’s a filter, and how do I make one?
What is a dynamic list in Funnel and how do I create one?
How to copy a dynamic list in Funnel
Forgotten password? Here’s what to do
How can I search for a lead in Funnel?
How can I make bulk changes to my leads?
Static lists and how to create them
How do I send communications in Funnel?
How do I manage my tasks in Funnel?
Funnel dashboard overview
What is lead scoring?
Email subscription categories
How to see who unsubscribed
Using personalisation tokens in Funnel emails.
What is two-factor authentication?
Create email templates in Funnel
Add an email signature
How do I create an event in Funnel?
What is an event type?
Funnel to SIS export is failing
What Funnel support do you offer?
Filtering leads by number of guardians
Available font types for Funnel Communications?
View and export 'disallow communication' leads
Funnel Communications: using personalisation tokens for guardians
How to create a Funnel automation
How to set up automation actions
Manage your automation settings
Automations: using if/then branches
Manually subscribe automation leads
AND/OR logic in Funnel automations
How to deactivate your automation
Create email templates for automations
View automation activity log
Manage Funnel event registrant details
At what stages do applicants receive automated emails when completing a form?
Types of enrolment forms payment errors
Using the Funnel check in-app at events
Tracking page views on Funnel forms
Editing Funnel form automated emails
View lead field edit history
Merge Duplicate Leads
Getting the most out of Funnel reports
View form entries in the Forms module
What's a Folder and how do I create one?
How to send an enrolment offer
How to test your new Enrol form
How to add social links to your email footer
Learn how to unlink leads that are not siblings
Exporting a lead from Funnel to TASS
Setting internal email notifications for Forms
Adding a signature to your Funnel email
How to add a new payment gateway to Funnel
Adding TASS Version 3 Endpoints to Funnel Integration
Filter leads by address
How to prepare for your data import
Form domain changes
How to reopen your booking type
How to enable two-factor authentication in Funnel
A guardian isn't getting the signature request as an incorrect email was entered
What is a read-only field?
Exporting to TASS
Why do families get a form reminder when they have already completed the form?
Re-importing leads to Synergetic