Creating & managing your account

Getting Started with Funneler

Step 1: Sign Up

1. Go to app.funneler.ai/register
2. Enter Your Details:

• Email Address: Use a valid business email
• Password: Create a strong password (minimum 8 characters)
• Name: Your full name
• Company Name: Your business name (optional but recommended)
• Phone Number: Your contact number

1. Accept Terms: Check the box to agree to our Terms of Service and Privacy Policy
2. Click “Create Account”

Step 2: Verify Your Email

After signing up, you’ll receive a verification email:

1. Check Your Inbox: Look for an email from Funneler (check spam/junk if not found)
2. Click the Verification Link: This confirms your email address
3. Redirected to Login: You’ll be taken back to the login page
4. Sign In: Use your email and password to access your account

📌 Note: You must verify your email before you can create funnels or access full features.

Step 3: Complete Your Profile

Once logged in:

1. Click Your Profile Picture (top right corner)
2. Select “My Account”
3. Add Your Information:

• Upload a profile picture
• Add company logo (appears in emails and notifications)
• Complete your phone number
• Update company details

Step 4: Choose Your Plan

New accounts automatically start with a 7-day free trial of our Pro plan:

• ✅ Full access to all features
• ✅ No credit card required
• ✅ Cancel anytime
• ✅ Upgrade, downgrade, or stay on Free plan after trial

To upgrade immediately:

1. Click “Plans & Billing” in the user menu
2. Select your preferred plan
3. Click “Upgrade Now”
4. Complete payment through Stripe

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Account Security Best Practices

Strong Passwords:

• Use at least 12 characters
• Mix uppercase, lowercase, numbers, and symbols
• Don’t reuse passwords from other accounts
• Consider using a password manager

Keep Email Updated:

• Use a business email you check regularly
• Update email address if it changes
• Add Funneler to your email safe list

Password Recovery:
If you forget your password:

1. Click “Forgot Password?” on the login page
2. Enter your email address
3. Check your email for a reset link
4. Create a new password
5. Log in with your new credentials

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Inviting Team Members

Account Owners can invite team members:

1. Go to Plans & Billing
2. Click the “Manage Users” tab
3. Click “Invite User”
4. Enter their email address
5. Select their role:

• Admin: Full access except billing
• Standard: Limited access to funnels and leads

1. Click “Send Invitation”

What happens next:

• The user receives an invitation email
• They click the link to accept
• They create their password
• They gain access based on their role

Managing Team Members:

• View all invited users and their status
• Revoke access anytime
• Change user roles
• Track who made changes (audit logs coming soon)

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Troubleshooting Account Creation

Problem: “Email already exists”

• Solution: You already have an account. Click “Forgot Password?” to reset your password.

Problem: “Email verification link expired”

• Solution: Request a new verification email from the login page.

Problem: “Verification email not received”

• Solutions:
• Check spam/junk folder
• Add support@funneler.ai to your contacts
• Wait 5-10 minutes and check again
• Request a new verification email
• Contact support if still not received

Problem: “Can’t access account after signup”

• Solution: Make sure you’ve verified your email first. Check for the verification email.

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