Digistorm Funnel

Learn how to set your Digistorm Funnel up for success

Monica Gill avatar Ben Hare avatar Hayden avatar +2
153 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.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Move a field's position throughout the form

Reorder your form fields by dragging and dropping.
Monica Gill avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
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
Monica Gill avatar
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.
Monica Gill avatar
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
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Save forms as draft, publish or unpublish

You can store your forms in multiple states.
Monica Gill avatar
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
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Customise your form colours

You can set colours for your form headers and buttons.
Monica Gill avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

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.
Monica Gill avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
Written by Monica Gill
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.
Monica Gill avatar
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
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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'
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Written by Hayden
Updated over a week ago

Funnel + DocuSign integration FAQ

Everything you need to know about our Funnel + DocuSign integration.
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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.
Hayden avatar
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
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Export Errors - TASS integration

Common errors for Funnel + TASS integration.
Hayden avatar
Written by Hayden
Updated over a week ago

What does it mean when a parent unsubscribes?

Funnel communication subscriptions and how they work
Claire Wuoti avatar
Written by Claire Wuoti
Updated over a week ago

Title-casing names in Funnel

Funnel automatically sets some formatting rules to your incoming data.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Funnel GraphQL API

Learn how to access the API available within your Funnel account
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Understanding Funnel webhooks

Get direct access to your Funnel data using webhooks
Monica Gill avatar
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
Claire Wuoti avatar
Written by Claire Wuoti
Updated over a week ago

How to manually mark a form as paid

Learn how to manually mark a form as paid.
Claire Wuoti avatar
Written by Claire Wuoti
Updated over a week ago

How to spell check your Funnel communications

Checking your email communications for typos
Claire Wuoti avatar
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.
Monica Gill avatar
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
Claire Wuoti avatar
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.
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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.
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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
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Are enrolment payments safe?

Learn about the security of the payments and donations page.
Claire Wuoti avatar
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?
Claire Wuoti avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Funnel Communication Images

Adjusting your images to be device friendly
Claire Wuoti avatar
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
Claire Wuoti avatar
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
Claire Wuoti avatar
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?
Claire Wuoti avatar
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.
Monica Gill avatar
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.
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Written by Monica Gill
Updated over a week ago

How to track page conversions with Google Analytics

Ben Hare avatar
Written by Ben Hare
Updated this week

Filter leads by Event information

Filtering your leads by event information gives you more flexibility and provides more lead details to review.
Monica Gill avatar
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.
Monica Gill avatar
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.
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Written by Clay
Updated over a week ago

Funnel + Feesable Integration

Ben Hare avatar
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.
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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.
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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.
Monica Gill avatar
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.
Monica Gill avatar
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.
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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.
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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.
Monica Gill avatar
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.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Event Registration Forms

Everything you need to know about event registration forms.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

How to export from Funnel to your SIS

Funnel integrates with a number of School Management System's. This is a general guide on how to process your SIS export.
Ben Hare avatar
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.
Monica Gill avatar
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
Monica Gill avatar
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
Ben Hare avatar
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.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Online Form Improvements FAQs

Learn what's changed with our new online form improvements and how it impacts your forms.
Monica Gill avatar
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.
Monica Gill avatar
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
Claire Wuoti avatar
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
Monica Gill avatar
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.
Claire Wuoti avatar
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
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

How to log into Funnel

Logging into Funnel and finding your credentials
Claire Wuoti avatar
Written by Claire Wuoti
Updated over a week ago

Merge Duplicate Guardians

Learn how to merge duplicate guardians
Monica Gill avatar
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.
Monica Gill avatar
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
Monica Gill avatar
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
Ben Hare avatar
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.
Monica Gill avatar
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.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Archiving Data in Funnel

Archiving data in Funnel is not currently supported.
Monica Gill avatar
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.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Delete Incomplete Applications

How to delete incomplete submissions from your Funnel system.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Incorrectly associated siblings

Managing siblings that have been incorrectly linked in Funnel.
Monica Gill avatar
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
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Application Form Discounts and Coupons

Monica Gill avatar
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
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

View and export payment information

Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Learn about Funnel reports

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Written by Monica Gill
Updated over a week ago

Funnel Communications Reporting

Learn what your Communications Reporting includes
Monica Gill avatar
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.
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Set lead and guardian default details

Your lead and guardian personal information section should show fields most important to you.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Create a Funnel dashboard

Learn how to create and manage your own Funnel Dashboards
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Manually add a new lead

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Manage your Funnel users

Add and update your Funnel account users
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Change existing guardian information

You can edit any guardian fields including setting the primary guardian.
Ben Hare avatar
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
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Add a new guardian to an existing lead

Ben Hare avatar
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.
Ben Hare avatar
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.
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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.
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Change my Funnel password

Update your Funnel password
Ben Hare avatar
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.
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Written by Ben Hare
Updated over a week ago

What is a filter and how do I create one?

Ben Hare avatar
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
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

How can I copy a dynamic list in Funnel?

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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.
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

How can I search for a lead in Funnel?

Ben Hare avatar
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
Ben Hare avatar
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.
Ben Hare avatar
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.
Ben Hare avatar
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.
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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.
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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.
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Written by Ben Hare
Updated over a week ago

Manage communication subscription categories

Learn how to manage communication subscription categories in Funnel
Ben Hare avatar
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.
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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.
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Written by Ben Hare
Updated over a week ago

What is two-factor authentication?

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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.
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Add an email signature

Add your email signature html to your profile
Ben Hare avatar
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.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

What is an event type?

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

About the Digistorm API

Ben Hare avatar
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.
Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Why is my Funnel to SIS export failing?

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

What Funnel support do you offer?

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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.
Ben Hare avatar
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.
Ben Hare avatar
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.
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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
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Written by Ben Hare
Updated over a week ago

How to create a Funnel automation

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Written by Ben Hare
Updated over a week ago

How to set up automation actions

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Written by Ben Hare
Updated over a week ago

Manage your automation settings

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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.
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Written by Ben Hare
Updated over a week ago

Manually subscribe leads to your automation

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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.
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Written by Ben Hare
Updated over a week ago

How to deactivate your automation

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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.
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Written by Ben Hare
Updated over a week ago

View automation activity log

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Written by Ben Hare
Updated over a week ago

Automations FAQs

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Written by Ben Hare
Updated over a week ago

Updating old lead filters

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Written by Ben Hare
Updated over a week ago

Edit Funnel event registrant details

Learn how to edit Funnel event registration details.
Ben Hare avatar
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.
Ben Hare avatar
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.
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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 checkin app at your school events.
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Written by Ben Hare
Updated over a week ago

How to move registrants between events

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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.
Ben Hare avatar
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.
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Written by Ben Hare
Updated over a week ago

View lead field edit history

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Written by Ben Hare
Updated over a week ago

Merge Duplicate Leads

Duplicate leads can be merged directly in Funnel
Monica Gill avatar
Written by Monica Gill
Updated over a week ago

Getting the most out of your Funnel reports

Ben Hare avatar
Written by Ben Hare
Updated over a week ago

Funnel Forms module

Learn how to view, filter and export your Forms data.
Monica Gill avatar
Written by Monica Gill
Updated over a week ago