Introduction To Grow Team
The Grow Team exists to Support RapidFunnel Accounts To Achieve Their Full Potential Through Education, Training, & Best Practices. Our Proven Drivers of Success: Communication Training Support The Lead Measures Accountability (Scorecard) Event Participation Promotions Retention Leader Participation Customized Resource Planning What to Expect In Your First 90-Days Grow Intro Call Schedule ASAP, Determine Roles, […]
Account Roles For Back Office
ROLES DEFINITIONS ACCOUNT ADMIN – Can do and see everything for all groups (regardless of what groups they are assigned to) and have admin capabilities under “Account Settings” ACCOUNT MANAGER – Account Manager is basically the same as an account Admin, but cannot see other people’s contacts. They also cannot edit some account level settings, like branding, […]
Group Code Pricing
What is a Group Code: The Code controls the content available to a particular group or company. Each company and group has a unique code. A User will need to enter a group code upon signing up for the App. The User can then add more Group Codes once logged in on the App. Does […]
Dashboard
HOW TO LOG IN TO YOUR BACK OFFICE 1) Go to https://my.rapidfunnel.com/account 2) Select ‘Log In’ 3) Type your RapidFunnel email and password 4) Click the ‘Remember Me’ box and the next time you log in, your information will be filled in automatically. 5) Click ‘Log In’ HOW DO I VIEW MY TOTAL CONTACTS, EXPOSURES AND USERS STATISTICS? Total Contacts – this is the total […]
Contacts
Contacts Overview How to Add Contacts How to Import Contacts To Web APP via CSV Adding your contacts to the App is one of the first steps you have to do in order to start your journey. As a leader in your organization, here are the effective things you and your team can do to […]
Contest
Contest Set-Up Contest Strategy Verify Points A. WHERE CAN I SEE MY CURRENT AND PAST CONTESTS? 1) Click ‘CONTEST & PROMOS’ on the left navigation panel● Current Contests – shows ongoing program● Past Contests – shows previous rewards2) Click ‘REFRESH LEADS GENERATED’ at the top right to get an updated report3) Select from the list of rewards and click the eyeball (‘view […]
Campaigns
Campaigns Overview Campaigns Set-Up A. HOW DO I VIEW MY CAMPAIGNS?NOTE: Make sure to click the ‘Refresh Stats’ button to get the latest results 1) Click ‘CAMPAIGNS’ on the left navigation panel 2) The Campaign dashboard displays the following: ● Name – this is the campaign name that will show on the App. For example: “Opportunity campaign”, or “Product Campaign”.● Description – […]
Marketplace
How to Install Facebook Chat: Facebook chat integration will only work with a Facebook Page. If you do not have a Facebook Page (not just a regular account), please see this article:Setting Up A Facebook Page Once you have a page set up, you will need to enter the Facebook Page ID above. Here is […]
Coaching
Coaching Overview Set-Up a Course The coaching section is divided into courses and the courses contain different modules. How to create a course and understanding modules are two important things you’ll need to know, in order to manage the coaching section of your App. How to Create a New Course Log in to the App […]
Resources
Resource Overview Power of Surveys Structuring Resources HOW DO I UPLOAD RESOURCES? 1) Click ‘RESOURCES’ on the left navigation panel 2) Select the ‘Add Resource‘ button 3) Fill out all the information needed on the ‘Add Resource’ window (see screenshots for more details): WINDOW 1: Resource Title – This is the name that will show on the App. Choose a […]