Search this site
Skip to main content
Skip to navigation
FunnelBud Help Portal
Home
Navigation
Setup
Initial system setup guide
Verifying CNAME Records
Tracking Code
User Management
User Roles FAQs
Email Sync
Syncing Office 365
Email Signatures
Custom Fields
Launch Pad settings
Rebranding Checklist
New website Checklist
Contacts
Contact Manager
Advanced Search
Contact Record
Lead Qualification and Lifecycle Management
Import
Import History
Importing existing contacts again
Can I send to purchased lists?
Opening Exported FunnelBud Files
How to Manipulate .CSV files
Preventing Spam Traps
Export
CRM Migration
Pipedrive CRM Migration
Lists
List Automations
Common Lists
Lead Scoring
Content
Emails
Engagement Tools
Delivery & Best Practices
Authentication - DKIM & SPF
Sending to Opens, Clicks & Unopened
How to check email delivery statistics
Email Sender Status
Restore Email Sender Status to Healthy
Spam Traps
Converting an email to a pdf
Transactional Emails
Scheduling emails
A/B testing
Adding Custom Unsubscribe Links to Emails
Forms
Forms FAQ
Form Embed Code
Form Submissions
Advanced Customization
Native Forms and 3rd-party Forms
Landing Page
Switching to HTTPS Pages
Redirecting a Landing Page
Media Center
Social
Reconnecting Expired Social Accounts
Social Posting Limitations
User guide: Social Media Scheduling with FunnelBud
Automation
Frequently used automations
Sales
Sales Setup
Creating a Pipeline
Creating and Deleting Pipeline Stages
Opportunities
Creating your Sales Processes
Accounts
Contact and Account/Company Segmentation
Lead Score Optimization
Prospecting with Accounts
Managing multiple teams with separate reports
Managing leads (MQL and SQL)
FunnelBud vs. ERP
Onboarding sales team
Sales Dialler
Meetings
Email Sync
Syncing Office 365
App Password
Tracking & Analytics
Campaigns
Tracking with UTM Codes
Tracking Pages/Blogs as Campaigns
Campaign Implementation Recipes
Funnel Tracking
Web Insights & Traffic Sources
Frequently Asked Questions
Email Tracking
Tracking Cookies
Google Ads
Google Tag Manager
Google Analytics Conversion Tracking
LinkedIn Conversion Tracking
Reports
Marketing Reports
Email reports FAQs
Custom Reports
Advanced FunnelBud Reports
Implementations
Subscription Preferences
Inbound Funnel
Webinars and Events
Event Process: Eventbrite
Additional info
Engaged / Not Engaged Lists
Outbound Prospecting Tool
Sub-Components
Active Lead Counter
Net Promoter Score automations
Standard Wordpress Inbound Funnel
Paid Services
Marketing Strategy
Inbound vs. Outbound marketing
Chatbots
Basic ChatBot Setup
Visitors' common questions in chatbots
Chatbot FAQ
Ads
CRM Integrations
CRM Integrations FAQ
Opportunity Sync
Lime CRM Integration (recommended!)
Salesforce Integration
Integration Steps (advanced)
PipeDrive Integration
Dynamics Integration
Developers
API
Custom RSS feed in Wordpress
Browsers Supported by FunnelBud
GDPR
Information Security
Security recommendations
FunnelBud Go
FunnelBud Help Portal
Developers
Report abuse
Page details
Page updated
Report abuse
