Build Your Email Funnel Training

In this video, you’ll get an overview of the key steps and parts involved in setting up the Flywheel funnel we’re about to build from scratch. We’ll cover the big picture of how the funnel works, why it’s built from smaller stacked campaigns, and how that approach keeps everything easier to manage as it grows.

We’ll also begin setting up the first stage by configuring the core segments in your email CRM. By the end, you’ll have a clear framework in place before moving into the step-by-step build in the following videos.

In this video, you’ll learn how to create and add opt-in forms to your website using Flodesk. We’ll build both a newsletter form and a lead magnet form, customize their design for higher conversions, and connect them to the right segments so they trigger your welcome emails automatically.

You’ll also see how to embed these forms on your site step by step so new subscribers can start flowing into your funnel straight away.

In this video, you’ll learn how to create a clean, professional email template from scratch in Flodesk, tailored to your organization and ready to reuse for every campaign. We’ll cover how to set up text blocks, headlines, images, buttons, signatures, and a footer so your emails stay consistent, on-brand, and easy to make.

By the end, you’ll have a polished template saved to your library, making it simple to load new content and send emails quickly while keeping everything clean and sharp.

In this video, you’ll learn how to load and prepare the emails that will make up your funnel. Using the template we created earlier and content from the demo funnel document, we’ll walk through the rinse-and-repeat process for loading every email in your Funding Flywheel funnel.

Resources: Example Email Funnel

In this video, you’ll see how to bring everything together and complete the build of your Flywheel Funnel. We’ll walk step by step through setting up each workflow: Lead Magnet Delivery, Orientation, Appeals, Products, Recurring Appeals, Volunteering, and Sharing, and show how to connect them into one continuous journey.

By the end, you’ll have a fully functioning Flywheel Funnel and a clear path to keep expanding it as your mission grows.