Do you need to send an involve.me funnel to another account or just use it as a template? You created a funnel in the wrong organization by mistake?
Simply share your funnel as a template with another involve.me user in a few clicks, this is akin to transferring funnels over to a different account.
How to Do It:
Open your Funnel Settings by clicking the dropdown arrow on your funnel card and selecting "Configure":
โScroll down to the "Access" section and activate the "Share as a template with another account" option:
Click on the "Update settings" button, then copy the share link with the button next to the text field:
Share the link with the other user and open it in their account.
The other involve.me user needs to be logged in to a different account when they open the share link. A draft (unpublished) duplicate of the shared funnel will appear in their workspace once they're done.
Need to change more settings? You might find our Settings Overview article useful.