Search this site
Embedded Files
Skip to main content
Skip to navigation
FunnelBud Help Portal
Home
Automation
Best practices & things to know
FAQ
Visual Workflow is created but not working
Chatbots
Basic ChatBot Setup
Chatbot FAQ
Chatbot new message notification
How to create a Chatbot
Visitors' common questions in chatbots
Contacts
Contact Manager
Adding Individual contacts
Advanced Search
Bulk edit contacts
Contact Record / Life of the Lead
Deleting contacts
Difference between Contact and Lead
Last Activity Time Stamp
Lead Qualification and Lifecycle Management
Unsubscribing and Resubscribing contacts
How to fix "Saved value not in the list"
CRM Migration
Before Migrating Data
CRM Migration Tool
Pipedrive CRM Migration
Preparing data to migrate:
Required fields for each record:
Migrating from FunnelBud Close to Flow
Export
Exporting all Leads
Exporting Leads in a List
Exporting Form Submissions
Import
Before Importing contacts:
Best Practices
Can I send to purchased lists?
Difference between the Import tool and the CRM Migration tool
Field Mappings
How to Manipulate .CSV files
Import, Automations, Unsubscribes, Hard Bounces
Import History
Import Contacts into FunnelBud
Importing existing contacts again
importing Unsubscribes and Hard bounces
Importing Using FunnelBud IDs
Opening Exported FunnelBud Files
Preventing Spam Traps
Why import may fail
Lead Scoring
Content
Custom Fields
Creating a Custom Field
Custom Field Types
How to make field Required
Moving custom fields to different categories
Options when creating custom field
Organizing and reordering custom fields
Organizing and reordering categories
Updating the Choices in dropdown / checkbox group
Emails
A/B testing
Authentication - DKIM & SPF
Best Practices
Converting an email to a pdf
Creating a Baseline Email Test
Creating Email A/B Tests
Custom Unsubscribe Links to Emails
Delivery & Best Practices
Dynamic Emails & Merge variables
Email Sender Status
Engagement Tools
Email editor (Legacy)
Email delivery statistics
FAQ Emails & Email Templates
How to add content to an email
Restore Email Sender Status to Healthy
Scheduling emails
Sending email to a list
Sending to Opens, Clicks & Unopened
Sending the same email multiple times to the same contact
Smart emails
Spam Traps
Transactional Emails
Why my emails are not delivered?
Sending email with lead owner as sender
How to prevent emails going to spam or other folder
Attaching a trackable file to an email
Forms
Adding a custom field to a form
Adding an Auto-Responder email to a form
Changing button
Changing color of thank you message
cAPTCHA on your FunnelBud forms
Copying an existing form
Creating a FunnelBud Form
Customizing button while using landing page theme
Custom thank you message
Edit CSS of the form
Embed Code
Export form submissions data
Forms FAQ
Form Notification via Visual Workflow
Forms and Cookie Bot Incompatibility
Hidden Custom Fields
Integrating with Gravity Forms
Integrating with Contact Form 7
Placeholder Text in Form Fields
Thank you message in the iFrame
"True" label in Bit or Boolean fields
View Submissions Data
Using Progressive Fields
Native Forms and 3rd-party Forms
Media Center
Analytics
Creating a Media Center asset
Overview of Media Center
Tracking the Media Center Asset
Replacing a Media Center Asset
Landing Page
Creating a custom / advanced landing page
Creating round headshot
Dynamic content after form submission
FAQ Pages & Page Builder
Redirecting a Landing Page
Restoring a Landing Page
Replace a published page with a new page without changing the Link
View secure page
Embed a PDF in a Landing Page
GDPR Tracking Consent Banner
Lists
Adding contacts to list manually
Bulk custom field updates for the list
Build only once lists
Clearing contacts from a list (all, unsubscribes, hard bounces)
Common Lists
Creating Lists
Deactivating the list, and permanently deleting the list
Deactivating and Reactivating List
Deleting contacts from a list
Deleting the list along with all Contacts in it
Exporting List
FAQ Lists
How to undo list merge
Importing contacts from another list
List Automations
Manual lists
Manual List vs Rules-Based List
Removing list members by using another list
Traffic mismatch.Contact added to another contact
Unsubscribing contacts from the list
Social
Best Practices
Connecting Social Media accounts
Facebook, Twitter, Linkedin
How are Social Interactions tracked?
Reconnecting Expired Social Accounts
Social Listening feeds
Types of trackable actions
User guide: Social Media Scheduling with FunnelBud
Images
Image size guidelines
Developers
API
Custom RSS feed in Wordpress
Global Search Tool
Implementations
Active Lead Counter
Engaged / Not Engaged Lists
Event Process: Eventbrite
Inbound Funnel
Net Promoter Score automations
Outbound Prospecting Tool
Standard Wordpress Inbound Funnel
Subscription Preferences
Webinars and Events
Marketing Strategy
Inbound vs. Outbound marketing
Navigation
Sales / CRM
Adding Notes on a Lead
Contact and Account/Company Segmentation
Creating a lead in FunnelBud
Creating new Opportunity on a lead
Creating your Sales Processes
Creating Tasks on Leads in FunnelBud
Editing and Creating Pipelines in FunnelBud
Attaching files to an opportunity
FunnelBud vs. ERP
How to log into your FunnelBud Account
How to reset password for your FunnelBud account
Lead Score Optimization
Life of the lead feature
Managing multiple teams with separate reports
Managing leads (MQL and SQL)
Meetings
Onboarding sales team
Prospecting and cold calling
Sales Dialler
Sales Setup
Creating a Pipeline
Creating and Deleting Pipeline Stages
Opportunities
Sending one to one emails using Smart Email Feature
Working With Opportunities
Using the Account Manager
CRM Integrations
CRM Integrations - Basics
CRM Integrations FAQ
Dynamics Integration
Exporting notes written in account records or on opportunities
Lime CRM Integration (recommended!)
Opportunity Sync
PipeDrive Integration
Salesforce Integration
Integration Steps (advanced)
Security & Compliance
Browsers Supported by FunnelBud
Information Security
GDPR
Policies
Security recommendations
Setup
Email Signatures
Email Sync
FAQ
How to set up email sync
Partial Email Sync
Reset Offfice 365 Mail Sync-To be done by the user
Syncing Office 365
Sync specific folders in email provider
Gmail
custom
Office365
outlook
Syncing specific emails
Troubleshooting
Initial system setup guide
Launch Pad settings
New website Checklist
Rebranding Checklist
Setting up your Account
Tracking Code
Two-Factor Authentication
User Management
User Roles FAQs
User and Login FAQs
Verifying CNAME Records
System notifications
Paid Services
Reports
Advanced FunnelBud Reports
Custom Reports
Email reports FAQs
Marketing Reports
Tracking & Analytics
Campaigns
Adding a campaign to a page and track using UTM code
Duration and Attribution Weight
Email: Segment different CTA's to the same page
Funnel Tracking
Grouping by tags
How to choose the correct channel
Introduction to Campaigns
Tracking campaigns
Tracking Pages/Blogs as Campaigns
Tracking with UTM Codes
When to create a new campaign or use an existing campaign
Ads FAQ
Email Tracking
Facebook Ads
FunnelBud to Facebook Lead Ads Connection
Facebook Tracking Pixels
Google Ads
Google Analytics Conversion Tracking
Google Tag Manager
Help Portal Tracking
LinkedIn Conversion Tracking
Overview
Tracking Cookies
Why are Site Analytics and Traffic Sources numbers different?
Select another help portal
FunnelBud Help Portal
Creating Tasks on Leads in FunnelBud
Creating Tasks on Leads in FunnelBud.mp4
Report abuse
Page details
Page updated
Report abuse
Creating Tasks on Leads in FunnelBud.mp4Creating Tasks on Leads in FunnelBud.mp4