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

Set Up Your Email Service in 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)

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Connect Your Payment Processor