USER TRAINING GUIDE

Audience: RapidFunnel Users
Purpose: This is a step-by-step guide to help users navigate and use their RapidFunnel mobile app and web app from a desktop or web browser.

 

Create Account/Add Group Code

 

Add A Contact

 

Assign To Campaign

 

Send A Resource

 

Using Hot Prospects

 

View Activity

 

Using The Rewards Feature

 

Settings/Update Profile

 

Create A Personal Resource

ADVANCED USER TRAINING

Audience: RapidFunnel Users who can make engagements
Purpose: Once users have mastered the basics they should continue to progress.

 

Customize Your Digital B-Card

 

Add Personal Events

 

Install Google Analytics

 

Install Facebook Chat

 

Account Roles Explained

 

Find Your FB Pixel/Google Analytics

TROUBLESHOOTING

Audience: RapidFunnel Users who can make engagements
Purpose: Once users have mastered the basics they should continue to progress.

 

Verify Your Points

 

Clear Cache

 

Chat With Support iOS

RAPIDFUNNEL BLOG POSTS

Product Release Update 1/7/2022

  New Web and Mobile Version 6.2.5 Updates and Bug Fixes 1-7-2022 1) FEATURE UPDATE – Android/iOS – Personal resource can now be created with a company resource 2) FEATURE UPDATE – Android/iOS – “Award Description” now shows in two fields when creating or editing a contest. The “Full Description” is optional and only shows…

Read more

Product Release Update 12/10/2021

  New Web Updates and Bug Fixes 12-10-2021 1) FEATURE UPDATE – BILLING – The billing system now works in WEB(and soon mobile) with account level configuration options defining behavior of Cancelled/Downgraded/Delinquent users 2) BUG FIX – Users can now cancel their premium subscription after payment fails, with no issues 3) FEATURE UPDATE – USER…

Read more

Product Release Update 11/26/2021

  New Mobile Updates and Bug Fixes Version 6.2.0  11-24-2021 1) NEW FEATURE – Android/iOS – Contacts can now be filtered by Status and user can choose “Any” or ‘All” when filtering by Status or Labels 2) FEATURE UPDATE – Android/iOS – “Contests” has been replaced with “Coaching” in bottom navigation 3) FEATURE UPDATE -…

Read more

Product Release Update 10/15/2021

  New Mobile Updates and Bug Fixes Version 6.1.3  10-13-2021 1) FEATURE UPDATE – Android – “Copy” has been added as an option during social media/Text share 2) FEATURE UPDATE – Android/iOS – “Award After Initial Activity” now moves to past contests once achieved. Contest will still show under “Current Contests” in web.  3) FEATURE…

Read more

New Business Card Feature Launched!

Introducing Digital Business Cards! Audience: RapidFunnel Users & Above Purpose: This is a step-by-step guide to help users fully utilize their business card feature in both the mobile and web app.    Introduction to Digital B-card   Set-Up Your B-Card (Users)   Admin B-Card Set-Up Have you noticed something new in your App resources? The…

Read more

Product Release Update 8/6/2021

Latest Web Product Release Update Video – 8-6-2021 New Web Updates and Bug Fixes 8-6-2021 1) FEATURE UPDATE(REVIEW) – [accountName] placeholder works correctly in User Campaign 2) FEATURE UPDATE – Summernote javascript library version has been updated to 0.8.18 for the WYSIWYG editor used throughout our application and should help with some of the intermittent…

Read more

Product Release Update 7/16/2021

Latest Web and Mobile Version 5.1.3 Product Release Update New Web Updates and Bug Fixes 7-16-2021  1) BUG FIX – Contact sorting by “New to Old” and “Old to New” is now working correctly in mobile apps 2) FEATURE UPDATE – Account Manager and Account Supervisor now have permissions to rearrange resources within categories, just…

Read more

Product Release Update 7/7/2021

Latest Web and Mobile Version 5.1.2 Product Release Update Video 1) FEATURE UPDATE – Android/iOS – Line breaks have been added to survey responses in contact notes so they’re easier to read. This is for new survey responses only 2) FEATURE UPDATE – Android/iOS – Notes added by contact when submitting a survey or any…

Read more

Product Release Update 7/2/2021

Latest Web Product Release Update Video – 7-2-2021 1) FEATURE UPDATE – Account Admin can now rearrange the order of resources within categories through drag and drop and order will update for all users in web and mobile apps 2) FEATURE UPDATE –  Group Admin, Group Code Manager and Limited Group Code Manager can now…

Read more

Product Release Update 6/25/2021

Latest Web and Mobile Version 5.1.0(iOS) and 5.1.1(Android) Product Release Update Video New Mobile Version iOS 5.1.0 and Android 5.1.1 Updates and Bug Fixes 6-25-2021 1) BUG FIX – Android – Instagram and LinkedIn now showing as options when sharing resource or event 2) BUG FIX – Android – Single contact import now working 3)…

Read more

Product Release Update 6/18/2021

Latest Web and Mobile Version 5.0.3 Product Release Update Video from 6-18-2021 New Mobile Version 5.0.3 Updates and Bug Fixes 1) BUG FIX – Android/iOS – Country and State filters are now working to show appropriate National and Local events in mobile apps 2) BUG FIX – Android – Newly created Contest leaderboards are now…

Read more

Product Release Update 6/11/2021

Latest Web Product Release Update Video – 6-11-2021 1) FEATURE UPDATE – “Admin” has been changed to “Account Admin” throughout the application and new Role “Account Supervisor” has been added Account Admin has the highest privileges Account Manager has same privileges as Account Admin except: Account Manager cannot see other users’ contacts Account Manager cannot…

Read more

Product Release Update 6/4/2021

Latest Web and Mobile Version 5.0.1 Product Release Update Video 1) FEATURE UPDATE – Android/iOS – We are retiring Realm so mobile apps are no longer integrated with the Realm Object Server(Realm Cloud)  2) BUG FIX – Android/iOS – Sorting Contacts by “Reminder” is now working correctly 3) BUG FIX – Repeat event is no…

Read more

Product Release Update 5/28/2021

Latest Web Product Release Update Video – 5-28-2021 New Web Updates and Bug Fixes 5-28-2021  1) FEATURE UPDATE – Additional languages have been added to Google Translate drop-down on Events pages 2) FEATURE UPDATE –  Group Leaders can now filter recipients by Group when creating/editing a user broadcast, in case they want to exclude child…

Read more

Product Release Update 5/21/2021

Latest Web and Mobile Version 4.9.94 Product Release Update Video from 5-21-2021 New Web and Mobile Version 4.9.94 Updates and Bug Fixes 5-21-2021 1) BUG FIX – Android Version 4.9.94 – Time is now correct when you open event page via event reminder push notification and all items show correct time under “Notifications” in More…

Read more

Product Release Update 4/30/2021

New Web Updates and Bug Fixes 4-30-2021 1) FEATURE UPDATE – “[customBookingLink]” placeholder can now be added to “Action Button Link” field on video pages, where the button redirects to the user’s custom booking link url. The button is hidden when the user who shared the video resource has no Custom Booking Link. 2) FEATURE…

Read more

Product Release Update 4/2/2021

New Web Updates and Bug Fixes 4-2-2021 1) Google translate has been added to RF website(rapidfunnel.com) so the viewer can now choose a language for the site, including Privacy Policy and Terms of Service linked from mobile app  2) FEATURE UPDATE – RF Admin can now set RepID, RepID2 and Additional Notification Email fields in…

Read more

Product Release Update 3/19/2021

New Web Updates and Bug Fixes 3-19-2021 1) FEATURE UPDATE – A new UI element has been added for anyone creating/editing a contest, where checkboxes now show next to each item in “Groups” drop down. The “Resources” and “Campaigns” drop downs have also been updated when contest type is specific to either of those. Also,…

Read more

Product Release Update 1.15.2021

New Mobile Updates 1) NEW FEATURE – Android/iOS – Users can now see details for resources already shared when sending resources from Contact Details screen(see below screenshots)   2) NEW FEATURE – Android(already live in iOS) – Unread push notifications alert now shows on “More” button and on “Notifications”(see below screenshots) 3) FEATURE UPDATE -…

Read more

Product Updates 12-25-2020

1) FEATURE UPDATE – Entire description now shows for coaching module, even when description is long(see below screenshot) 2) FEATURE UPDATE – Copy has been updated in teammate request push notification, to make the notification more clear New message: “Please click here to respond to the teammate request from <requesterFirstName> <requesterLastName>.” (see below screenshots) 3)…

Read more

Creating Your Email Campaign

Purpose RapidFunnel’s email campaigns are all about staying in touch long term, with a single, initial action. These campaigns are intended to be used as a warm market tool. Providing interesting resources that offer value for the prospects viewing them, builds trust and confidence in both the individual relationship and your organization, long-term. Your team…

Read more

RapidFunnel Account Roles for Back Office

  Account Roles Explained ACCOUNT ROLES COMPARISON CHART 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. …

Read more

Stop Building on Rented Land

Stop Building on Rented Land Social Media & Your Business: Are you using them or are they using you? TLDR; Using Facebook/Instagram/Social to build your business? Read/watch/listen/talk to us – to find out how you can move your prospects OFF this “rented land” and into your own personalized, ad-free environment, where you can build genuine,…

Read more

NEW USER ESSENTIAL TRAINING

  1. Settings – Language, Group Codes, Alerts, Profile, Time Zone, Billing
  2. Dashboard – Overview
    1. What is the Prospect Scoring Algorithm?
  3. Contacts – How to create contacts
  4. Resources – How to share a resource
  5. Contests – How to view contests, details, how to verify points, details
  6. Campaigns – How and when to assign a prospect to a campaign
  7. Coaching/Training – How to view training
  8. Stats – How each point is calculated
  9. Events – How to share events and create your own
  10. Support – How to reach support and chat for android and ios

TAKE THE NEW USER COMPENTENCY ASSESMENT!