A match made in heaven? You, the AI, and your team members or clients. ✨
With Digital First AI, you can harness teamwork features to join forces on crafting and executing your marketing strategies. Let's delve into what these collaborative features offer and how you can make the most of them!
What teams are
👥 In Digital First AI, teams are like your own special project squads. Created as collaboration hubs, they let you share funnels, tactics, and create content together.
Feel free to set up various teams for different projects to stay sharp and organized. Everyone, from team members to fellow marketers, is welcome to join and collaborate!
Create teams and invite users
Ready to rally your team and tackle those marketing strategies? Here’s how to create, edit, or remove teams:
Navigate to Account Settings -> Teams to set up or adjust teams:
Personalize each team with a name and custom icon, and start inviting members:
🔗 Need more details? We got you! Check out how to invite team members to your Digital First AI account.
💁♀️ Assembling your team is the basic step. They’ll need access to projects like funnels or tactics to get the full picture. Also, your team members can create funnels and tactics of their own.
Let’s dive deeper into making your team space lively and productive! 👇
Share funnels with teams
🎛️ Funnels in Digital First AI are like your project command centers, designed for creating AI-driven marketing strategies, brainstorming tactics, moving tactics between funnel stages, generating business canvases, and more. They're tailored to specific projects and campaigns.
☝️ Remember, if a funnel isn't shared, you're the only one who can see it.
To bring your team into the loop and collaborate effectively, follow these simple steps to share a funnel:
Make sure your team is all set up with members invited
Navigate to "Funnels" -> "All Funnels" on your dashboard:
Pick the funnel you're eager to share and click on it
Click the three dots in the upper-right corner, then hit "Edit":
Choose the team(s) you wish to share the funnel with, set teams' permissions, and click the blue "Save" button:
Video
🎥 Looking for a visual walkthrough? No problem! Check out this video on how to share funnels:
Funnel permissions
Control who does what in your funnels with specific permissions. You can set them for both entire teams and individual members.
Here's a breakdown:
⚙️ Editor: This role is your funnel's VIP, with the ability to make any changes. They can edit, update the AI strategy URL, and even change the funnel’s name—it's the full pass.
📨 Share: Team members with this permission can export the funnel to a PDF and share it directly via email, perfect for briefing beyond your core team.
🫣 View Only: Perfect for those who need to see but not touch. They can export the funnel to PDF but can’t share it further or tweak any details.
Where team members view shared funnels
You're all set! Now, your team can view the shared funnel under "Funnels" -> "Shared with Me" in their accounts:
Share tactics with teams
📚 Tactics are detailed, step-by-step guides carefully curated by both our team and other marketing professionals! These guides are designed to help you carry out the marketing strategies and growth plans Digital First AI recommends to you.
Each tactic has customizable prompts and templates, which lets you produce content and results that fit your business.
💡 Take, for instance, a Content repurposing tactic. This strategy is equipped with prompts and templates from, making it easier for you to repurpose your existing content for platforms like X, Reddit, Quora, Instagram, and others.
Sharing selected tactics with your team ensures everyone can see and work with them. To share tactics, follow these steps:
Visit all tactics to explore the available options
View the tactics and select one that aligns with your current needs
Click on "Copy to my profile" to add the chosen tactic into your collection:
Hit "Edit" to share the tactic for your team's use:
Move to the "Teams" tab and decide whether a whole team or specific members should have access to this tactic. Set their permissions:
Click the blue save button in the upper-right corner to apply your changes. Nicely done! 🎉
🔗 You can see more on tactic sharing options here
Tactics permissions
🔧 Edit: With this all-access pass, users can dive deep—editing, executing, sharing. Ideal for members deeply involved in performing tactics!
👀 View Only: A peek-but-don't-touch level of access. Users can see the tactic but can't make any changes. Perfect for informational purposes or for those who need insight but not input.
📤 Share: Users can't edit but are able to share the tactic via email, useful for briefing external partners or team members not directly involved in execution or modifications!
Where team members view shared tactics
All set to collaborate on tactics and boost your business metrics? Great! After you’ve shared a tactic, your team members can find it under "My Tactics" in their Digital First AI account:
Best practices
Here's a roundup of handy best practices that'll boost your team's collaboration and productivity using Digital First AI:
🎯 Focused Campaigns and Client Work: Perfect for dedicated campaign execution or client-specific strategies. Granular permissions mean you control who contributes and how. You can make sure some can only view a campaign funnel while others can dive in and edit.
🔄 Consistent Sharing is Key: Always remember to share new tactics and funnels with your team. If not shared, your team might miss out on collaborating on these powerful strategies, leaving them to only see their dashboard.
🤹 Organize Your Workflow: Imagine a workflow where one marketer sifts through and selects the most fitting tactics recommended by DFA, while another crafts compelling content based on those tactics. Better workflow, more effective campaigns!
🔧 Flexibility with Team Management: You can add or remove team members and teams, extend invites, and tweak permissions anytime. This makes sure team's structure is always in line with your current needs.
Share your work beyond teams
💡 Digital First AI doesn't limit your sharing capabilities to just your internal team.
You have the power to share your crafted funnels, canvases, AI strategies, tactics, and more with a wider audience.
From marketing peers to clients and specialists outside your company, deliver your work in a format they prefer: via links, emails, or as PDFs—to impress, validate, research, and brainstorm. Here's how:
Get more team seats
🆙 Is your collaboration party getting bigger and you need more user seats? Great! Here's how to upgrade your account.
💬 Digital First AI is an AI-powered platform. But there are real people behind it! Contact us at [email protected] or use the chat on the right