With Digital First AI, you can share single tactics or all tactics added to a specific funnel. Sharing options include internal team shares, emails, links, or downloadable .PDFs.

🖇️ Sharing tactics is perfect for improving team alignment, gathering feedback quickly, and ensuring everyone is on the same page with the marketing plan.

Ever found yourself wondering if the impact of a specific tactic is worth a try? Now, you'll be able to run it through your team or external experts. Let's jump in!

After creating a funnel and adding recommended tactics, it's time to create a PDF you can share and discuss. Here's how:

✅ Done! You're all set to showcase your marketing plan during team meetings or presentations.

Check out this example .PDF of a funnel complete with tactics, ready for team review:

You can share tactics directly via email. You can do it from from a specific funnel, "Tactics," or "My Tactics":

Just click on a specific tactic:

Hit this button:

Then, click the share button for sharing options:

Enter the email addresses of your teammates and hit "Send invite":

If you want to, you can also share a tactic via a public link 👆, perfect for sharing with external stakeholders who are not added to your Digital First AI account.

As for sharing via email, your team members will receive an invite and find the tactic ready for collaboration in their Digital First AI account:

Make your tactics a team effort by sharing them directly from your funnel or the "My Tactics" section (after you've added them to your profile):

Just hit "Edit" on the tactic you wish to share:

Go to the "Teams" tab. And choose to share with entire teams or select individuals before hitting "Save":

Once shared, team members will find the tactic in "My Tactics", ready for their action.

And that about sums it up!