Mobile App Instructions:

  1. Open the app and log in with your credentials.

  2. Tap on the "Contacts" section from the main menu.

  3. Tap the contact you wish to send a resource to.

  4. On the Contact Details page, tap the "Send Resources" button.

  5. The Resources Page will display different categories of resources. Tap the plus sign (+) next to a category to see the resources under it.

  6.  Tap the box before each resource you want to send. You can select more than one.

  7. Select how you want to send the resources:

    • Email: Tap the email/envelope icon    

    • Text Message: Tap the conversation/text icon    

Social Media: Tap the share icon

TIP!

  • Personalize Your Message: Edit the text in the message but leave the links unchanged.
  • Add Contacts First: Add the person to your contacts list before sending a resource. This helps track their activity on the resource.

 

Web browser Instructions:

  1. Log in to your account at https://app.rapidfunnel.com/login.

  2. On the left navigation column, select “Contacts”

  3. Select the contact you wish to send a resource to

  4. Under the “Action” column select the arrow button to send the resource.

  5. Choose how you want to share the resource

  6. Select the resource you want to share,

    1. If you’re sharing via Facebook, Twitter and Linked, select a resource from the list in the pop-out window

    2. If you’re sending it via email or is copying and pasting it, click the “Select Resource” button and select a resource from the list in the pop-out window

  7. Click the arrow button under the “Action” Menu.

  8. Edit the messaging as needed

  9. Click “Send”


If you need further assistance, please contact us at support@rapidfunnel.com. Our support team is available to assist you from 8:00 AM to 6:00 PM MST, Monday through Friday.