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Share Funnels and Tactics via PDF, Link, and Email
Share Funnels and Tactics via PDF, Link, and Email

Discover the straightforward steps to sharing your marketing insights and tactics via PDF, link, or email.

Digital First AI support avatar
Written by Digital First AI support
Updated over a week ago

With Digital First AI, you can share your funnels, canvases, AI strategies, and tactics easily. Links, emails, or PDFsβ€”pick the way that fits your flow.

Great for team brainstorming, impressing clients, or collaborating with outside experts. Make every share count and watch your marketing campaigns take off! 🌐

Funnels

Generate PDFs of Funnels

πŸŽ›οΈ Funnels are your marketing battlefield, where strategies, canvases, and tactics come to life.

πŸ’‘ You can generate PDFs of these funnel elements: Funnel (tactics), Canvases, AI Strategy.

To download PDFs of funnels, please follow these steps:

  1. Log in to your Digital First AI account

  2. Navigate to Funnels -> All Funnels, and select the one you want to share by clicking on it:

    Share funnels, tactics, and more by generating .pdfs, via link or email

  3. Which part of the funnel you'd like to export? Open the specific tab, like AI Strategy, and choose 'Download' or 'Export to PDF' there:

    Share funnels, tactics, and more by generating .pdfs, via link or email

  4. You can add your custom logo for a personal touch:

    Share funnels, tactics, and more by generating .pdfs, via link or email

  5. Then, hit "Download PDF" πŸ‘†

  6. The .PDF will download straight onto your computer.

See examples

Curious about the end result? Here's what you get:


Share Funnels via links, emails, and teams

You can improve your collaboration by sharing funnels through links, email invites, or directly with your team. This lets you tailor your sharing method to fit the situation, whether it's quick feedback, comprehensive reviews, or internal discussions! πŸ‘₯

For sharing a specific part of a funnel, like the AI strategy:

  1. Go to the section you wish to share:

    Share funnels, tactics, and more by generating .pdfs, via link or email

  2. Click the three dots in the upper right corner and select "Share" πŸ‘†

  3. Choose to send email invites or copy the link for public dashboard access:

    Share funnels, tactics, and more by generating .pdfs, via link or email


Tactics

Ever thought, "Wow, my team needs to see this tactic for snagging our first 250 email subscribers"? Sharing is super simple:

  1. In your funnel or under "Tactics/My Tactics", select the tactic you want to share via email:

    Share funnels, tactics, and more by generating .pdfs, via link or email

  2. Hit on the tactic to check it out:

    Share funnels, tactics, and more by generating .pdfs, via link or email

  3. Click 'Share'....

    Share funnels, tactics, and more by generating .pdfs, via link or email

  4. ...and send it off with an email invite:

    Share funnels, tactics, and more by generating .pdfs, via link or email

    ‡️

    Share funnels, tactics, and more by generating .pdfs, via link or email

  5. Your colleague finds the invite in their inbox, clicks through to the tactic in their Digital First account, and voilΓ  – teamwork in action! πŸŽ‰

    Share funnels, tactics, and more by generating .pdfs, via link or email


And there you have it! Ready to share your AI-driven marketing brilliance? The more, the merrier.

πŸ’¬ Need a little byte of help? Our support team is ready to encode solutions for you! Chat on the right or email [email protected].

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