Welcome To Your Client Dashboard

Watch this short overview of how this dashboard will make it easier for everyone!

Here Are Your Next Steps

Give Us Access To Your Accounts

Add your passwords for accounts we will need access to using the "Passwords" tab. Your passwords are secured with 256-bit AES encryption, and only the account manager will have access. Passwords we might need access to:

Phase 1 Accounts Needed

  • Zapier Login

  • Zoho Employee Access Account

  • Domain hosting account to connect the new domain to your accounts.

  • UpViral Access for giveaway campaign (we can sign up for this when we are ready to install so we can take advantage of the 14-day $1 trial.)

  • (To be determined) Landing page and tech automation platform access. Possible platforms include Clixlo and FlowTrack.

  • Any other accounts you feel are necessary for the project.

Phase 2 to Phase 4 Accounts

  • Facebook Business Manager

  • Google Ads Account

  • Other accounts that will be needed (to be determined).

Upload All Files For The Project

You will upload any files in a shared Google Drive folder using the "Upload Files Here" tab. Files you can consider uploading are:

  • Brand images such as logos and other branding material.

  • And any other files you feel will be necessary.

Notes To Remember

  • Use the "Conversations" tab to communicate about a specific project or ask general questions. When you submit a question there, we will get notified by email, and we will be able to reply with email as well. You will also be able to reply to the email notifications so that you don't have to log in to reply. However, the email thread will also be available in the "Conversions" tab.

  • The "Projects" tab is only so you can see the progress of your funnels and projects. Please don't comment or modify anything on the project details.

If you're having issues with the dashboard, please send an email to bolivar@funnelvibe.com