Learn Through A Funnel: Account Prep
There are some foundational steps to take before creating any funnel within FG Funnels. This is the roadmap for these prep steps regardless of what type of funnel you are building. The steps below will link to articles that will help you ensure that your account is set up and ready to go.
In This Article:
Connect a Domain or Subdomain to Your Account for The Funnel to Live on
If you want to connect a top level domain to your account, something like fgfunnels.com, use the FG Funnels Domain Setup Wizard.
OR
If you want to connect a subdomain to your account and you purchased your domain outside of FG Funnels, use the article Setting Up a Subdomain for Funnels and Websites for Domains Purchased Outside of FG Funnels.
OR
- If you want to connect a subdomain to your account and you purchased your domain within FG Funnels, use the article, Setting Up A Subdomain for Funnels and Websites for Domains Purchased Within FG Funnels.
Set Up Your Email Service in Your Account
FG Funnels uses LC Email as the default email service. How to Set Up a Dedicated Sending Domain (LC Email).
OR
- If you are a high volume sender (sending over 10k emails per month), you may want to set up MailGun as your email service provider, as LC Email charges per email sent. LC Mail Alternative: Setting Up Mailgun For Your Account
Load Your Account Wallet
- When you are using any of the pay-per-use features within FG Funnels, these charge your wallet in FG Funnels for each use. You will need to load your wallet and set up your auto recharge settings. Wallet & Transactions
Set Up Your Business and User Profiles
- You will want to make sure that your business and user profiles are configured correctly before building your funnel as many custom values are pulled from these areas. Setting Up Your User Profile
Have An Unsubscribe Process Set Up and Verified to Be Working
- It is required that you give those who you are messaging the ability to unsubscribe with any marketing email. Therefore you need to make sure that your unsubscribe process is set up and working. How to Add an Unsubscribe Link to Your Emails
Set Up SMS (Optional)
- The first step is to have a phone number connected to your account.
- Then once your phone number is connected to your account, you will need to be A2P 10DLC verified if you are sending from the US or Canada (both brand and campaign verified).
OR
- If you are overseas or wish to use Twilio, you can use the following articles for guidance. You will still need to be A2P 10DLC verified if you are sending from the US or Canada.
Connect Your Payment Processor
Stripe and PayPal are the most common payment processors that FG Funnels users use. There are other options, but these are the ones most people use.