Laken Lee Creative

How to Create A Funnel

Let's dive right in by adding your very first contact. Establishing your network starts with this simple step:

Create New Contact

Create Automated Form Submission Email Followup

Automatic Email and SMS Followup

Contextual In-App Nudges

Every great journey starts with the first step, and in this case, it’s creating your funnel. Let's get started:

Create a Funnel Options

Setup Pipelines and Opportunities

Every great email campaign starts with a stunning template. Think of your template as the blueprint for success—it's the foundation upon which you'll build compelling messages again and again. Ready…

Start From An Email Template

Foundational Setup (9)

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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