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Share Funnels as Templates With Other involve.me Accounts
Share Funnels as Templates With Other involve.me Accounts

Copy Funnels as Templates Between involve.me Accounts

Sara avatar
Written by Sara
Updated over a month ago

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:

  1. Open your Funnel Settings by clicking the dropdown arrow on your funnel card and selecting "Configure":
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  2. Scroll down to the "Access" section and activate the "Share as a template with another account" option:

  3. Click on the "Update settings" button, then copy the share link with the button next to the text field:

  4. 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 A draft (unpublished) duplicate of the shared funnel will appear in their workspace once they're done.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.

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