Digistorm Funnel
Learn how to set your Digistorm Funnel up for success
Parent Portal
Change existing guardian data
Add new guardians to existing leads
Merge Duplicate Guardians
A guardian isn't getting the signature request as an incorrect email was entered
Incorrectly associated siblings
Guardian matching in Funnel - how it works
Merge Families in Funnel
Learn how to unlink leads that are not siblings
Set disallow communication on a guardian
Guardians automatically marked as do not contact
Will families get duplicate emails if they have submitted an enquiry for each of their children?
Unique parent/guardian email address
Can someone else complete the enrolment application form on behalf of the family?
Associate a note, task, or activity with multiple leads in a family
Form user portal
Add New Lead to an existing family
Agent Workflow
Email Template Filters and Automations
Using personalisation tokens in Funnel emails.
Funnel Emails: using personalisation tokens for guardians
Available font types for Funnel Emails?
Create email templates in Funnel
How do I send emails in Funnel?
How to see who unsubscribed
Preview your Funnel Emails before sending
How to spell check your Funnel emails
Funnel Emails Reporting
Send an email to selected recipients
See Funnel emails recipients
Send event follow up emails
Funnel Emails Images
Add attachments to your Funnel Emails
Can I schedule emails in Funnel?
Email subscription categories
Sending an email to all Funnel leads
Resend an email from Funnel
Set expiry dates on pre-populated enrol form links
What does it mean when a parent unsubscribes?
Events Module FAQ
Manage your event types
Using the Funnel check in-app at events
Add leads to an event from the lead details page
Quick actions available from within events
Email and invite registrants to your event
How guardians register for your events
Manage Funnel event registrant details
What is an event type?
How do I create an event in Funnel?
Manage and filter your Events in the Events module
Cancelling or deleting Funnel Events
Manually check event attendees in
Bulk actions available within an Event
Add registrants to your Funnel Events
Event Registration Forms
Funnel Events Self Check in QR Code
Prepare for your upcoming event
Event Reporting Dashboard
Learn at which stages families receive emails from Funnel Event registrations
I can't choose my template when emailing my event attendees
Set events as 'unavailable' in your Events Forms
Import Funnel Events to sync to your own calendar
Close events for registration
Managing private and public events
Duplicate an event
Edit your event registration table columns
Create new event types with registration forms
Set or update your event timezone
Edit Funnel event registration emails
Edit your Funnel event details
Funnel event registration table breakdown
Reschedule registered groups with Funnel events
Using the Funnel check in-app at events (browser)
Bookings Module FAQ
Funnel Bookings overview
Delete a booking type
Create a new booking type
How to import your booking types or interviewers to your own calendar
Booking registration forms
How to cancel a booking
iCal attachments on your event and booking emails
Public or Private Bookings
Reschedule any existing bookings
How to create a virtual booking
How to reopen your booking type
Manually add families to your booking
Managing time slots with confirmed bookings
Multiple interviewer and group bookings
How to use booking type filters
Learn about Funnel reports
How to add Funnel reports to a Dashboard
Funnel report settings and definitions
Date filter options in Funnel reports
How to create a Leads Map report
How to create a Leads Map Funnel report
How do I use the Lead Conversion Report?
Forms referral traffic report
How to create an Entries Comparison report
What is the Productivity Report?
How to create a Pipeline Stage Analysis report
Enrol reports to set up in your account
How do I use the Lead Total Count Report?
How to create Organisation Funnel reports
How to create a Pipeline Stage Change Funnel report
How to create a Closed Lost Funnel report
How to create a Leads Won and Lost Funnel report
My enrolment planner report is showing negative position available
User Permissions for Reports
How to create a Latest Entries Funnel report
Organisation leads won and lost report
Automations FAQs
How to create a Funnel automation
How to test an automation
How to set up automation actions
AND/OR logic in Funnel automations
Automations: using if/then branches
Create email templates for automations
Manage your automation settings
How to set up a birthday automation
Manually subscribe automation leads
How to unpublish your automation
View automation activity log
View existing automation subscribers
Set up multiple triggered form emails via Automations.
Reopening a closed or lost lead in Funnel
Automation attendance templates
Funnel GraphQL API
Find leads ready for exporting to your SIS
How to export to your SIS from Funnel
Can I export leads from Funnel to Excel?
Sentral API integration creation
Veracross API creation for Funnel
Exporting a lead from Funnel to TASS
Exporting to TASS
Adding TASS Version 3 Endpoints to Funnel Integration
Funnel + Feesable Integration
Digistorm Funnel and Enroller integration
How to prepare for your data import
Understanding Funnel webhooks