This guide is to help get your account set up quickly so that you can focus on selling.
FunnelFLARE has some "set it and forget it" items you should do right at the beginning. Once you have done these, then you can really begin to see FunnelFLARE work to your advantage.
If at any point you need assistance with your account setup, don't hesitate to reach out to us on chat or send an email to firstname.lastname@example.org.
Here is a basic list of the things you should set up first. Click on the link to get connected to more information.
- FunnelFLARE Account Setup Wizard
- Install the FunnelFLARE Chrome Extension
- Setup Your Brand
- Configure Your Appointment Calendar Preferences
- Setting up the tracking script for your website (if applicable)
- Setup Your CRM Field Mappings
- Purchase a Phone Number
- Setup Your Email Signature
- Setup Call Completion Automations (Personal Templates)
- Add Contacts to your Powerdialer list
- Understanding & Building Campaigns (Sequence/Cadence)
1. Run the Account Setup Wizard
Watch this video for a quick overview of the Account Setup Wizard.
When you first login to your new FunnelFLARE account, the Account Setup Wizard should appear. If you don't see this wizard, or choose to do it at a different time, you can always access it by clicking the wrench icon:
1: Add Your Website URL
The first step of the setup wizard will ask you for your website URL. If you don't have one, you can hit the NEXT button:
2: Upload Your Company Logo
If you entered your website URL in the last step, FunnelFLARE will try to parse your website for assets. If FunnelFLARE sees any images, you can choose from anything we find under the "Images parsed from your website" section. Alternatively, you can simply upload your company logo here as well.
Click the NEXT button to continue.
3: Connect Your Calendar
If you use Office 365 Calendar or Google Calendar, then you can connect FunnelFLARE to either of these tools. Choose your Calendar tool, enter your email and click the "Authenticate" button.
Note: Google users may need to enable less secure apps.
Once you authenticate, you can then select from the available calendars connected to your account. For most people this will probably just be one calendar.
For more information on Appointment Calendars see this video.
4: Connect Your Email
If you use a web-based email service like Gmail (or GSuite), Outlook, or Office 365 then select the appropriate one to connect.
For Google & GSuite users: OAuth is used to authenticate your email. Fill out your email address and click "Sign in with Google." You will be redirected to Google to login to your account and authorize FunnelFLARE.
For Office 365 users: If you use two factor authentication you will get an error and will need to create an app password. Office 365 users can refer to this article.
If you use another webmail service, then you will need to either have access to your email server credentials, or talk to your IT department in order to get them.
Fill out the fields below and click the TEST button.
If you are receiving errors, refer to smtper.net. If you can run a successful test from this third party tool, then you should be able to authenticate your email address in FunnelFLARE using the same credentials.
5: Connect Your CRM
Authentication methods can vary depending on the CRM you use. Select the CRM in the dropdown here, fill out any fields if they are shown, and click next and follow any other actions that come up.
Lastly, you may want to check to see that your CRM is actually authenticated after you complete the whole setup wizard. When you are done, go to Profile Settings and look at Third Party Applications section. If you see the blue arrow, click it to complete your authentication. If there is a black checkmark, you are good to go. See screenshot below:
Here are some additional articles and videos on CRM integrations:
CRM Specific Integrations:
- Integrating Zoho CRM
- Integrating Nimble CRM
- Integrating FreshSales CRM
- Integrating SalesForce CRM
- Integrating Microsoft Dynamics CRM
- Integrating Pipedrive CRM
- Integrating Pipeline Deals CRM
- Integrating noCRM
You are now finished. From this screen you should install the FunnelFLARE Chrome Extension which is the next step below.
2. Install the FunnelFLARE Chrome Extension
From the "Finished" screen in the Setup Wizard, you have the option to do a few more things. At the very least you should download the chrome extension.
The chrome extension will allow you to have a seamless integration with your CRM and it will also contain your regular dialer as well as the powerdialer.
You can also download the chrome extension by clicking this link: https://chrome.google.com/webstore/detail/funnelflare/edgbkmgojnjgheeinddonjamfegmneok
For a reference on the FunnelFLARE Chrome Extension you can view this article.
3. Setup Your Brand
Under Assets > Brands you can configure you business details, logos, and color schemes. View this article for more details.
4. Configure Your Appointment Calendar
Under Assets > Appointments you can configure your appointment calendar settings and landing page. For more info on setting up your calendar please refer to this article.
5. Install the FunnelFLARE Tracking Script on Your Website
FunnelFLARE has the ability to track website activity associated with your contacts. If you are using Wordpress, we have a very easy plugin which does all the work for you.
6. Setup Your CRM Field Mappings
FunnelFLARE has two-way communication with some of the most used CRMs available including Pipedrive, Pipeline Deals, Zoho, Sales Force, Fresh Sales, noCRM, and more.
If you followed the wizard in the first step, you should already have at least authenticated your CRM integration.
Next you will need to configure your field mappings for importing contacts from your CRM, and posting updates for contacts to your CRM.
Please be aware that if you are using custom fields in your CRM, then you will probably have to create those same custom fields in FunnelFLARE first, if you intend to bring that data in.
Lastly, please be aware that FunnelFLARE requires all contacts to have a Contact Manager. If no contact manager is found for a contact, one will be automatically assigned.
The video below goes over the CRM field mappings for importing contact data from your CRM:
The video below goes over posting data from FunnelFLARE to your CRM:
7. Purchase a Phone Number
In order to make calls or send SMS messages, you will need to get a phone number.
Since there are some usage charges associated with the phone numbers, the first thing you need to do is deposit at least $20 into your call tracking balance. You will not be able to acquire a phone number until you do this.
Once you have made a deposit into your Call Tracking Balance, you can purchase a call tracking number by adding it to your Assets > Phone Numbers:
Detailed information about phone numbers management in FunnelFLARE:
8. Setting up your Email Signature
Navigate to Profile Settings > Preferences > Email Preferences. You will see a section in your profile where you can create your email signature. Once you create your email signature, save it by clicking the 'SAVE CONTACT' button in the bottom right hand corner as shown below:
To use your email signature, all you need to do is use the %CONTACT.CLAIMED_BY.SIGNATURE% dynamic field in your email. This will automatically insert your email signature from your profile into your emails anywhere you use it.
9. Setting Up Personal Templates (Formerly "Call Completion Automations")
Personal templates are used to have prebuilt text, email, and voicemail drops that you can trigger right from the dialer.
To create a personal template navigate to Profile Settings > Preferences > Personal Templates > + NEW as shown below:
Once you click the "+ NEW" button, you will see the popup in the screenshot below. Build your template here and save it.
You have the option to create the following template types:
- an email template
- an SMS template
- a voicemail template
- a combination email and voicemail template
- or a combination SMS and voicemail template.
Please note that all voicemail templates must be uploaded in an MP3 formatted audio file.
In the screenshot below, we have selected a combination Email + Voicemail template type. You would need to create an email with a subject line, and upload a voicemail audio file for this example.
10. Add Contacts to your Powerdialer List
Watch this video to learn how to add contacts to FunnelFLARE's default PowerDialer List
11. Understanding & Building Campaigns (Sequence/Cadence)
Watch this video on the "I tried to call - Book An Appointment With Me" campaign