Digistorm Funnel
Learn how to set your Digistorm Funnel up for success
232 articles
D+2Written by Georgie O'Neale, Claire Wuoti, Digistorm and 2 others


How to cancel a booking
Learn the process to cancel a booking and communicate with your families.
Written by Georgie O'Neale. Updated over a week ago
Managing private and public events
Communicate your private and public events to attract the right audience.
Written by Georgie O'Neale. Updated over a week ago
How guardians register for your events
Guardians can choose the event time that suits them and their guests via the event registration form.
Written by Georgie O'Neale. Updated over a week ago
Going Live with your new Funnel
Exciting times you are ready to go live with your Funnel. These articles will help with this process.
Written by Georgie O'Neale. Updated over a week ago
Filter by grade level and academic year
Use quick filters to search for a grade level or academic year of interest.
Written by Georgie O'Neale. Updated over a week ago
Move a field's position throughout the form
Reorder your form fields by dragging and dropping.
Written by Georgie O'Neale. Updated over a week ago
Update your form Welcome, Completion and Unavailable message
Customise the form messaging to suit your school brand.
Written by Georgie O'Neale. Updated over a week ago
Manually add families to your booking
You can use Funnel to add families to your available bookings.
Written by Georgie O'Neale. Updated over a week ago
Reschedule any existing bookings
You can manage bookings on behalf of families.
Written by Georgie O'Neale. Updated over a week ago
Public or Private Bookings
You can choose if your booking type is public or private.
Written by Georgie O'Neale. Updated over a week ago
Add leads to an event from the lead details page
Add the lead you are working on to an event without leaving their lead details page.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Can I export all of my leads to Excel?
Learn how to export lead information from Funnel to Excel
Written by Claire Wuoti. 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.
Written by Georgie O'Neale. Updated over a week ago
Add new form pages
Your forms are organised into pages, learn how to add new pages
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Hide your forms from search engines
If you don't want search engines presenting your forms in their search results enable this setting.
Written by Georgie O'Neale. Updated over a week ago
Pre-populated forms
Learn how to send a form link with data from Funnel pre-populated
Written by Georgie O'Neale. Updated over a week ago
SSO for Funnel
How to add single sign-on to FunnelD
Written by Digistorm. Updated over a week ago
iCal attachments on your event and booking emails
iCal attachments on event and booking confirmation emails
Written by Claire Wuoti. Updated over a week ago
How to import your booking types to your own calendar
Learn how to export your booking type link and add this to your native calendar.
Written by Georgie O'Neale. Updated yesterday
Save forms as draft, publish, or unpublish
You can store your forms in multiple states, offering you greater flexibility.
Written by Georgie O'Neale. Updated over a week ago
View the form completion information on the leads table
View the completion date and source form information fields by adding them to your leads table.
Written by Georgie O'Neale. 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
Written by Georgie O'Neale. Updated over a week ago
Removing a Funnel user
Learn how to remove a Funnel user, and a few things to check
Written by Claire Wuoti. Updated over a week ago
Associate a note, task, or activity with multiple leads in a family
Log your information once but associate it to multiple family members at the same time.
Written by Georgie O'Neale. Updated over a week ago
How to download all application or lead files
Download all documents relevant to an application or lead with the push of a button.
Written by Georgie O'Neale. Updated over a week ago
Bookings Module FAQ
Get quick answers to your Bookings module questions.
Written by Georgie O'Neale. Updated over a week ago
Create a new booking type
How to create a new booking type in Funnel
Written by Georgie O'Neale. Updated over a week ago
Funnel Bookings overview
Learn more about what you can do in the Funnel bookings module.
Written by Georgie O'Neale. Updated over a week ago
How to create a virtual booking
Create a booking type for virtual bookings easily within Funnel
Written by Georgie O'Neale. Updated over a week ago
Set or update your event timezone
Customer your event type timezone
Written by Georgie O'Neale. Updated over a week ago
Customise your form colours
You can set colours for your form headers and buttons.
Written by Georgie O'Neale. Updated over a week ago
How to separate merged leads and guardians
Learn how to separate leads or guardians who may have been merged by accident.
Written by Claire Wuoti. Updated over a week ago
Preview your form changes
Check your changes before publishing them live within the Funnel form editor.
Written by Georgie O'Neale. Updated over a week ago
Set disallow communication on a guardian
Mark a guardian's details as do not contact
Written by Georgie O'Neale. Updated over a week ago
Can someone else complete the enrolment application form on behalf of the family?
Best practice guide, when a family is unable to complete the application form themselves
Written by Claire Wuoti. Updated over a week ago
Editing Form and Page Titles
Learn how to rename your forms and pages within your forms.
Written by Georgie O'Neale. Updated over a week ago
Edit your event registration table columns
Select the columns you see on the event registration table
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Managing time slots with confirmed bookings
Increase or decrease your availability around existing confirmed bookings.
Written by Georgie O'Neale. Updated over a week ago
Create new event types with registration forms
Learn how to create your own Funnel event types
Written by Georgie O'Neale. Updated over a week ago
Events Module FAQ
A compilation of how to's for your Funnel Events module
Written by Georgie O'Neale. Updated over a week ago
Guardians automatically marked as do not contact
'Do not contact' can be flagged on form submissions and stored against leads in Funnel.
Written by Georgie O'Neale. Updated over a week ago
View existing automation subscribers
Keep track of who is active in your live automations.
Written by Georgie O'Neale. Updated over a week ago
Booking registration forms
Learn about how prospective families make a booking.
Written by Georgie O'Neale. Updated over a week ago
Add attachments to your Funnel Communications
Learn how to add an attachment to Funnel communications
Written by Georgie O'Neale. Updated over a week ago
Set up multiple triggered form emails via Automations.
Use automations to trigger targetted content to your form users.
Written by Georgie O'Neale. Updated over a week ago
Enrolment form multi-signature functionality FAQs
It's now easier than ever to accurately capture signatures on your enrolment forms.
Written by Ben Hare. Updated yesterday
Request emails for enrolment form signatures
Learn how the parents/guardians completing your enrolment forms will be contacted regarding their signatures.
Written by Georgie O'Neale. Updated over a week ago
Edit your Funnel event details
Learn how to update any details about your upcoming event.
Written by Georgie O'Neale. Updated over a week ago
Enrol reports to set up in your account
Funnel has some great reports which can be very useful for your enrolment information.
Written by Georgie O'Neale. Updated over a week ago
Send event follow up communications
Follow up great events with targetted communications
Written by Georgie O'Neale. Updated over a week ago
Reschedule registered groups with Funnel events
Easily move registered groups between your Funnel events
Written by Georgie O'Neale. Updated over a week ago
Funnel event registration table breakdown
Learn what information you can see about your event registrations
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Manage your event types
This article will explain how to make edits to your existing event types.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Email and invite registrants to your event
Communicate with your event registrants and attendees directly from the events module
Written by Georgie O'Neale. Updated over a week ago
Edit Funnel event registration emails
Update the content of your automated Funnel event emails
Written by Georgie O'Neale. Updated over a week ago
Form user portal
Form users can access a form portal to view their previously submitted or in progress forms.
Written by Georgie O'Neale. Updated over a week ago
Quick actions available from within events
Learn what quick action options you have available within the events module
Written by Georgie O'Neale. Updated over a week ago
Close events for registration
Open or close events manually
Written by Georgie O'Neale. Updated over a week ago
How to manage multiple interviewers in bookings
If you have multiple interviewers to manage in bookings this article will help.
Written by Georgie O'Neale. Updated over a week ago
Duplicate an event
Learn how to save time by duplicating your events.
Written by Georgie O'Neale. Updated over a week ago
Resend enrolment form reminders and confirmation emails
Trigger reminder and confirmation emails to form users who've misplaced the information.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Filter lead timeline by interaction or Funnel user
Find logged interactions faster with timeline filters.
Written by Georgie O'Neale. Updated over a week ago
Create your own Basic Funnel forms
Learn how to create your own Funnel forms.
Written by Georgie O'Neale. Updated over a week ago
Can I give my Finance staff read only access to Funnel?
Learn how to give access to Payments only in Funnel
Written by Claire Wuoti. Updated over a week ago
Delete a booking type
Delete any of your existing booking types
Written by Georgie O'Neale. Updated over a week ago
Update your forms multi-signature functionality
Multi signature functionality will help with capturing all relevant guardian signatures on your forms
Written by Georgie O'Neale. Updated over a week ago
How to delete a Basic Funnel Form
Learn how you can delete a Basic Funnel form you no longer use.
Written by Georgie O'Neale. Updated over a week ago
Set events as 'unavailable' in your Events Forms
Learn how to customise your Event Form to display a lack of open events.
Written by Claire Wuoti. 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.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Setting up churn rates in Funnel
Learn how churn rates are calculated
Written by Claire Wuoti. Updated over a week ago
Import Funnel Events to sync to your own calendar
Sync your Funnel events with your native calendar.
Written by Georgie O'Neale. Updated yesterday
Funnel Organisational Users
Learn how to give Organisational users access to all accounts
Written by Claire Wuoti. 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.
Written by Georgie O'Neale. 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
Written by Warren Mato. 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'
Written by Warren Mato. Updated over a week ago
How to reduce duplicate leads and guardians
Apply these best practices to help reduce the number of duplicate leads and guardians in Funnel.D
Written by Digistorm. Updated yesterday
Funnel + DocuSign integration FAQ
Everything you need to know about our Funnel + DocuSign integration.
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.
Written by Warren Mato. 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
Written by Georgie O'Neale. Updated over a week ago
Export Errors - TASS integration
Common errors for Funnel + TASS integration.
Written by Warren Mato. Updated over a week ago
What does it mean when a parent unsubscribes?
Funnel communication subscriptions and how they work
Written by Claire Wuoti. Updated over a week ago
I exported my lead and some of the fields are missing
Learn how to export your lead to your School Management Systems
Written by Claire Wuoti. Updated over a week ago
Title-casing names in Funnel
Funnel automatically sets some formatting rules to your incoming data.
Written by Georgie O'Neale. Updated over a week ago
Funnel GraphQL API
Learn how to access the API available within your Funnel account
Written by Georgie O'Neale. Updated over a week ago
Can I upload a video asset to my website?
Best practise advice for adding a video to your website
Written by Claire Wuoti. Updated over a week ago
Understanding Funnel webhooks
Get direct access to your Funnel data using webhooks
Written by Georgie O'Neale. Updated over a week ago
Can I report on the lead activities of a particular user?
Learn how to use filters on the Leads module
Written by Claire Wuoti. Updated over a week ago
Unique parent/guardian email address
What to do, when the parent/guardian's don't have unique email addresses
Written by Claire Wuoti. Updated over a week ago
Funnel file types and file names
Learn about Funnel uploaded documents and the file names they are given.
Written by Claire Wuoti. Updated over a week ago
Prevent duplicate form submissions
Learn how to prevent duplicate form submissions for the same lead
Written by Claire Wuoti. Updated over a week ago
Joining an existing Funnel account
If you're new to an existing Funnel account, this is the article for you.
Written by Georgie O'Neale. 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
Written by Claire Wuoti. Updated over a week ago
When do form applicants receive emails?
A guide to the different emails form applicants will receive from Funnel Enrol during the application process.
Written by Ben Hare. Updated over a week ago
How to manually mark a form as paid
Learn how to manually mark a form as paid.
Written by Claire Wuoti. Updated over a week ago
How to spell check your Funnel communications
Checking your email communications for typos
Written by Claire Wuoti. Updated over a week ago
How to create a time slot in your booking calendar
Learn how to create time slots for your booking type forms
Written by Claire Wuoti. Updated over a week ago
I can't choose my template when emailing my event attendees
Learn the difference between Lead and Event type communication templates
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.
Written by Georgie O'Neale. Updated over a week ago
Enrol forms migrated to your Funnel account.
Your legacy enrolment forms are being migrated to your Funnel account! Learn how to manage your processes within Funnel.
Written by Georgie O'Neale. Updated over a week ago
Legacy Enrol Migration FAQ
Exciting times! You're being migrated from Legacy Enrol to Funnel Enrol. In this post, we'll answer any questions you may have.
Written by Georgie O'Neale. Updated over a week ago
Preview your Funnel Communication before sending
Send a test email or preview sample data in the email editor
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.
Written by Georgie O'Neale. Updated over a week ago
Manage your discount codes
Learn how to manage your form discount
Written by Ben Hare. 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.
Written by Georgie O'Neale. Updated over a week ago
Learn at which stages families receive emails from Funnel Event registrations
Learn which emails are sent automatically to event registrants in Funnel.
Written by Claire Wuoti. 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
Written by Georgie O'Neale. Updated over a week ago
Are enrolment payments safe?
Learn about the security of the payments and donations page.
Written by Claire Wuoti. Updated over a week ago
Is there a printable version of my blank form?
Find out alternative options to your digital form
Written by Claire Wuoti. Updated this week
Resend an email from Funnel
Can I resend an email I have already sent to a parent?
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.
Written by Georgie O'Neale. Updated over a week ago
Date filter options in Funnel reports
Understand the date range filter options in ReportsD
Written by Digistorm. 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.
Written by Georgie O'Neale. Updated over a week ago
Can I print the application form to markup changes I want to make?
Learn how to use the preview mode in the form editor
Written by Claire Wuoti. Updated over a week ago
Funnel Communication Images
Adjusting your images to be device friendly
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
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
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?
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.
Written by Georgie O'Neale. Updated over a week ago
Prepare for your upcoming event
This best practice guide covers how to prepare for your upcoming events.
Written by Georgie O'Neale. Updated over a week ago
Event Reporting Dashboard

Written by Georgie O'Neale. Updated over a week ago
Lead matching in Funnel - how it works
When a lead's details are entered, Funnel will check whether the lead already exists. Here's how the process works.
Written by Claire Wuoti. Updated over a week ago
How to track page conversions with Google Analytics

Written by Ben Hare. Updated over a week ago
Filter leads by Event information
Filtering your leads by event information gives you more flexibility and provides more lead details for you to review.
Written by Georgie O'Neale. Updated over a week ago
Switching over to Google Analytics 4
What you need to know for the Setup and Install of Google Analytics 4 with Google Tag Manager
Written by Claire Wuoti. 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.D
Written by Digistorm. Updated over a week ago
Create your own Recommendation form

Written by Ben Hare. Updated in the last hour
Funnel + Feesable Integration

Written by Ben Hare. Updated over a week ago
Views available in your Leads Module
A board view is available for those users who prefer a more visual approach to their data.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Reopening a closed or lost lead in Funnel
Learn how to use an automation to reopen a closed or lost lead.
Written by Claire Wuoti. 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.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Bulk actions available within an Event
When managing events in Funnel, you can easily perform actions directly from the events page.
Written by Georgie O'Neale. Updated over a week ago
Manage and filter your Events in the Events module
Learn how to manage your events and use filters to simplify the process.
Written by Georgie O'Neale. Updated over a week ago
Event Registration Forms
Everything you need to know about event registration forms.
Written by Georgie O'Neale. Updated over a week ago
How to export to your SIS from Funnel
Funnel integrates with a number of School Management Systems. This is a general guide on how to process your SIS export.
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.
Written by Georgie O'Neale. Updated over a week ago
Funnel Form Translations FAQs
This article will answer your questions about editing and applying language translations to your forms
Written by Georgie O'Neale. Updated over a week ago
What is the 'lead owner field'?
Learn how and why to use the lead owner field in Funnel
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.
Written by Georgie O'Neale. 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.
Written by Georgie O'Neale. Updated over a week ago
Manually check event attendees in
If you manually recorded your event's attendance, you can also update this information directly in Funnel post-event.
Written by Georgie O'Neale. Updated over a week ago
Getting started in Funnel
All the things you need to know about where to start in your Funnel
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
Written by Georgie O'Neale. 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.
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
Written by Georgie O'Neale. Updated over a week ago
How to log into Funnel
Logging into Funnel and finding your credentials
Written by Claire Wuoti. Updated over a week ago
Merge Duplicate Guardians
Learn how to merge duplicate guardians
Written by Georgie O'Neale. Updated over a week ago
See Funnel communication recipients
Check out a delivery report and recipient list after you have sent a Funnel communication.
Written by Georgie O'Neale. 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
Written by Georgie O'Neale. Updated over a week ago
Digistorm Funnel and Enroller integration
Learn more about connecting and sharing data between EnrollerConvert and Digistorm Funnel
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.
Written by Georgie O'Neale. Updated over a week ago
Forms referral traffic report
Analyse where parents are finding your forms and monitor your form performance.
Written by Georgie O'Neale. Updated over a week ago
Archiving Data in Funnel
Archiving data in Funnel is not currently supported.
Written by Georgie O'Neale. Updated over a week ago
Adding New Closed Lost reasons
How to add new closed lost reasons to your Funnel account.
Written by Georgie O'Neale. Updated over a week ago
Delete Incomplete Applications
How to delete incomplete submissions from your Funnel system.
Written by Georgie O'Neale. Updated over a week ago
Incorrectly associated siblings
Managing siblings that have been incorrectly linked in Funnel.
Written by Georgie O'Neale. Updated over a week ago
Cancelling or deleting Funnel Events
How to cancel or delete events and notify registrants in Funnel
Written by Georgie O'Neale. Updated over a week ago
Application Form Discounts & Coupons
Learn more about discounts and coupons for application forms.
Written by Georgie O'Neale. Updated over a week ago
Understanding form status: incomplete and incomplete valid
Learn more about the incomplete form statuses on Funnel
Written by Georgie O'Neale. Updated over a week ago
View and export payment information
Learn how to view and export your payment information in Funnel.
Written by Georgie O'Neale. Updated over a week ago
Learn about Funnel reports
Gain an in depth view of Digistorm Funnel reports and how they work.
Written by Georgie O'Neale. Updated over a week ago
Funnel Communications Reporting
Learn what your Communications Reporting includes
Written by Georgie O'Neale. 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.
Written by Ben Hare. Updated over a week ago
Set lead and guardian snapshot fields
Your lead and guardian personal information section should show fields most important to you.
Written by Georgie O'Neale. Updated over a week ago
Create a Funnel dashboard
Learn how to create and manage your own Funnel Dashboards
Written by Georgie O'Neale. Updated over a week ago
Manually add a new lead
Learn how to manually add a lead in Digistorm Funnel
Written by Ben Hare. Updated over a week ago
Manage your Funnel users
Add and update your Funnel account users
Written by Georgie O'Neale. Updated over a week ago
Change existing guardian data
You can edit any guardian fields including setting the primary guardian.
Written by Ben Hare. Updated over a week ago
Change existing lead data in Funnel
How to update, add or edit information for existing leads in Funnel
Written by Ben Hare. Updated over a week ago
Add new guardians to existing leads
Learn how to add new guardians to already existing leads in Funnel.
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.
Written by Ben Hare. Updated over a week ago
Create a lead-related task in Funnel
Learn how to create a follow-up task for a lead to assign to a team member or yourself.
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.
Written by Ben Hare. Updated over a week ago
Change my Funnel password
Update your Funnel password
Written by Ben Hare. Updated over a week ago
Changing your personal Funnel details
Learn how to change your personal details in your Funnel user account.
Written by Ben Hare. Updated over a week ago
What’s a filter, and how do I make one?
Learn exactly what a filter is in Funnel and to create one yourself.
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
Written by Ben Hare. Updated over a week ago
How to copy a dynamic list in Funnel
Learn how to copy a dynamic list within Funnel.
Written by Ben Hare. Updated over a week ago
Forgotten password? Here’s what to do
Learn the fastest way to reset a forgotten password for your Funnel user account.
Written by Ben Hare. Updated over a week ago
How can I search for a lead in Funnel?
Learn how to search for a lead in Funnel.
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
Written by Ben Hare. Updated over a week ago
Static lists and how to create them
Learn about static lists and how to create one.
Written by Ben Hare. Updated over a week ago
How do I send communications in Funnel?
Learn how to build your email first then add your recipients.
Written by Ben Hare. Updated over a week ago
How do I manage my tasks in Funnel?
Learn how to make use of Funnel's task management settings.
Written by Georgie O'Neale. 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.
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.
Written by Ben Hare. Updated over a week ago
Communication subscription categories
Learn how to manage communication subscription categories in Funnel
Written by Ben Hare. Updated over a week ago
How to see who unsubscribed
Guardians can manage their own communications subscriptions. This article will teach you how to monitor these within Funnel.
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.
Written by Ben Hare. Updated over a week ago
What is two-factor authentication?
Learn what two-factor authentication is and why you need it.
Written by Ben Hare. Updated over a week ago
Create communication templates in Funnel
Learn how to save time by creating a template for regular emails.
Written by Ben Hare. Updated over a week ago
Add an email signature
Add your email signature html to your profile
Written by Ben Hare. Updated over a week ago
How do I create an event in Funnel?
Learn how to create your events and set specific details per event.
Written by Georgie O'Neale. Updated over a week ago
What is an event type?
Learn what an event type is in Digistorm Funnel.
Written by Georgie O'Neale. Updated over a week ago
About the Digistorm API
Learn more about Digistorm Funnel's use of Application Programming Interface (API)
Written by Ben Hare. Updated over a week ago
Funnel to SIS export is failing
Learn the possible reasons your Funnel to SIS export might be failing.
Written by Ben Hare. Updated over a week ago
What Funnel support do you offer?
Learn what kind of support you can receive for your Funnel account.
Written by Ben Hare. Updated over a week ago
Filtering leads by number of guardians
How to filter leads by the number of guardians.
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.
Written by Ben Hare. Updated over a week ago
View and export 'disallow communication' leads
How to view leads with guardians that are marked as disallow communication.
Written by Ben Hare. Updated over a week ago
Funnel Communications: using personalization tokens
Learn how to use personalisation tokens to address guardians in Funnel Communications
Written by Ben Hare. Updated over a week ago
How to create a Funnel automation
Learn how to set up an automation within Funnel.
Written by Ben Hare. Updated over a week ago
How to set up automation actions
Learn how to get automation actions up and running in Funnel.
Written by Ben Hare. Updated over a week ago
Manage your automation settings
Learn more about the settings available for automations and how to manage them.
Written by Ben Hare. Updated over a week ago
Automations: using if/then branches
Learn how to use if/then branches in Funnel automations.
Written by Ben Hare. Updated over a week ago
Manually subscribe automation leads
Learn how to subscribe leads to an automation by yourself.
Written by Ben Hare. Updated over a week ago
AND/OR logic in Funnel automations
Learn when to use AND or OR triggers when building an automation in Funnel.
Written by Ben Hare. Updated over a week ago
How to deactivate your automation
Learn how to deactivate an automation you've set up within Funnel.
Written by Ben Hare. Updated over a week ago
Create email templates for automations
Learn how to create email templates to use in Funnel automations.
Written by Ben Hare. Updated over a week ago
View automation activity log
Learn how to view all activity of any published automation.
Written by Ben Hare. Updated over a week ago
Automations FAQs
The most frequently asked questions about Digistorm Funnel's Automations features
Written by Ben Hare. Updated over a week ago
Manage Funnel event registrant details
Learn how to edit Funnel event registration details.
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.
Written by Ben Hare. Updated over a week ago
Types of enrolment forms payment errors
Troubleshooting potential payment errors in Funnel enrolment forms that you can check with users.
Written by Ben Hare. Updated over a week ago
Using the Funnel check in-app at events
Learn how to access and use the Funnel check-in app at your school events.
Written by Ben Hare. Updated over a week ago
Tracking page views on Funnel forms
Learn how to track page views on Funnel forms through Analytics.
Written by Ben Hare. Updated over a week ago
Editing Funnel form automated emails
Learn how to view and edit the automated confirmation emails associated to your Funnel forms.
Written by Ben Hare. Updated over a week ago
View lead field edit history
Easily view the history of your edits within a lead field.
Written by Ben Hare. Updated over a week ago
Merge Duplicate Leads
Duplicate leads can be merged directly in Funnel
Written by Georgie O'Neale. Updated over a week ago
Getting the most out of Funnel reports
Learn how to best make use of the reporting capabilities within Funnel.
Written by Ben Hare. Updated over a week ago
View form entries in the Forms module
Learn how to view, filter and export your Forms data.
Written by Georgie O'Neale. Updated over a week ago
What's a Folder and how do I create one?
Explaining and creating Folders in Funnel
Written by Ben Hare. Updated over a week ago