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Beginner's Guide: Get Started with Digital First AI
Beginner's Guide: Get Started with Digital First AI

See how to begin with funnel setup, use AI for strategies, canvases, content and graphics, and choose the best tactics for your goals.

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

Now that you've signed up for Digital First AI, it's time to input your business info and output marketing success.

Let's decode the first steps off your checklist with this guide!

Tell us a bit about yourself

Fresh off signing up, you'll land on a screen where we ask for basic info about you and your business.

What Steps to Take After Signing Up For Digital First AI

We'll ask about the marketing work you're involved in, your role, which Digital First AI features you're eager to dive into, and how you found us.

Feel free to share about yourself—we're keen to listen! That'll help us learn about your needs as you progress with Digital First AI.


Select a plan and free trial

Now it's time to pick your plan. Good news: you get a 7-day free trial to explore all features, with no charge until the trial ends. Plus, you're free to cancel anytime.

What Steps to Take After Signing Up For Digital First AI

Once you've chosen, the real exploration begins!

Let's guide you through the basics: creating funnels, AI strategies and canvases, generating compelling content and visuals with AI, and executing marketing tactics

Each step comes with specific action points. 👇


Create a funnel

You first step is to create a funnel–which is where you'll run AI marketing strategies and execute your campaigns.

What Steps to Take After Signing Up For Digital First AI

With the funnel and tactic flow management, you'll leads prospects smoothly from just hearing about you all the way to becoming loyal fans.

☑️ Action point: Create your funnel


Train the AI on your business

When creating funnels, you'll let the AI learn about your business! This means uploading your website URLs, landing pages, and files that custom detail your product, service, or business approach. As well as completing a business statement.

What Steps to Take After Signing Up For Digital First AI


Generate AI Strategy and Canvases

Next, you're ready to create custom AI marketing strategies and Canvases.

This step lets you get insights into your target audience, preferred channels, and your go-to-market plan, plus a whole lot more!

What Steps to Take After Signing Up For Digital First AI

You'll use the insights you get from AI Strategy and Canvases to execute your tactics and create AI content.


Completing Tactics

With a clear understanding of your business, the AI will suggest specific, step-by-step marketing tactics.

What Steps to Take After Signing Up For Digital First AI

These tactics offer clear instructions on the actions you need to take. Plus, you can easily generate the assets you need, like headers or copy, by filling in prompts. Also, you'll see helpful resources with benchmarks and best practices linked to each step.

What Steps to Take After Signing Up For Digital First AI

You have the freedom to explore over 370 marketing tactics 🎯 in the Library of Tactics. Each provides a clear guide on the steps to take.

What Steps to Take After Signing Up For Digital First AI

💁‍♂️ Looking to drive more website traffic? A tactic with SEO optimization and keyword-rich content could be your starting point. Or maybe you’re focusing on boosting online engagement? You'll try a tactic like interactive social media polls and quizzes.

For those aiming to grow their email list, how about a tactic guiding you to offer enticing downloadable resources?

You can choose from tactics working across any niche, industry, and area of marketing!


Generating content and visuals

You'll also be crafting content with Digital First AI's robust marketing copy and graphics generation tools.

AI Content Generation

AI Graphics Generation

What Steps to Take After Signing Up For Digital First AI
What Steps to Take After Signing Up For Digital First AI
What Steps to Take After Signing Up For Digital First AI
What Steps to Take After Signing Up For Digital First AI

Whether it's crafting the perfect blog post, engaging web copy, or visually stunning graphics for landing pages and social media ads—you're all set.


Summary

And that was the roadmap for starting strong! You'll start with creating a funnel for either your specific campaign or your general marketing strategy. While you're at it, you'll share your business details with the AI.

Next, you'll tap into valuable AI Strategy and Canvas insights, explore recommended tactics and delve into the Tactic Library.

Then, you'll put those plans into action with user-friendly prompts, plus the AI Marketing Copy and Graphics Generator for content and visuals.

While navigating solo can be fun, we're here if you need help! ⤵️


Let us help you

  • 💁‍♂️ Browse our Help Center for answers and tips:

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