With the Funnelforms app for iOS and Android you get every new lead on your phone the moment it comes in. You call back right away, write an e-mail and keep an eye on forms, statistics and appointments. You connect the phone once with a QR code, without a password.
Requirements
- Funnelforms Pro. This feature is not included in Funnelforms Free.
- Funnelforms Pro 5.0.1 or newer.
- You may see entries in WordPress. The app signs in as you, with your rights.
- The Funnelforms app from the App Store or Google Play.
- For push notifications: the website is connected to your Funnelforms account. The app works without them.
Where to find it
Funnelforms → Connect app in the WordPress menu. The page is called Connect the Funnelforms app.
Features at a glance
- Links to the app in the App Store and on Google Play.
- A QR code to connect, Valid for 10 minutes, with New code.
- For phones without a camera, the address and a code to type in.
- The list Connected devices with Phone, User and Last used, each with Disconnect.
- The state of Push notifications: Ready or Website not connected, the number of devices and the last notification.
Step by step
- Install the app: Get the Funnelforms app from the App Store or Google Play. The links are on the page.
- In WordPress, open Funnelforms → Connect app.
- Scan the code: Open the app, choose to connect a website and point the camera at the code. The phone camera works too.
- The page shows "Connected! The page is reloading …", and the phone appears under Connected devices.
- Allow notifications: Allow notifications in the app so you see new leads at once.
- For more phones or colleagues, repeat the steps. Each user connects their phone in their own WordPress account.
How it works
What can the app do?
The app shows the newest leads with call, e-mail and WhatsApp. You keep status, assignees, tags and notes up to date. On top come views, starts, leads and completion rate per period, appointments and several websites in one app.
How safe is the connection?
The code is valid for 10 minutes and only once. When it runs out, the page says "Code expired. Making a new one …" and shows a new one. Each phone gets its own access, which you end at any time with Disconnect. The app then no longer sees this website; it signs out by itself.
What is in a push notification?
Notifications carry no names, addresses or answers. They only name the form. The app loads the lead from your website when you open it. Push notifications are sent through Funnelforms and need the website connected to your Funnelforms account, see Connect your website to your Funnelforms account.
I had connected the old app with Funnelforms 3
iPhones that were connected with the app for Funnelforms 3 connect to Funnelforms 5 by themselves after the app update, without scanning again. On Android, install the app from Google Play again and scan the code once.
Best practices
- Connect each phone under the WordPress account of the person using it. That way everyone only sees what they also see in WordPress.
- Disconnect phones at once when someone leaves the team or a device is lost.
- Connect the website to your Funnelforms account, otherwise no push notifications arrive.
Troubleshooting
| Problem | Cause | Solution |
|---|---|---|
| The menu item Connect app is missing | Funnelforms Free, or you may not see entries. | Use Funnelforms Pro and an account with the right to see entries, see Roles and rights. |
| "Code expired. Making a new one …" | The 10 minutes are up. | Scan the new code or click New code. |
| The camera does not work | No access to the camera. | Type the address and the code under "No camera?" into the app. |
| No push notifications, state Website not connected | The website is not connected to the account. | Click Connect website. |
| "The last notification on … could not be sent." | Funnelforms could not be reached at the last lead. | Nothing to do; Funnelforms tries again with the next lead. |
| The app says the server blocks it | A security rule of the host removes the app's sign-in. | Ask your host to let the headers of the Funnelforms interface through. |
Tips
- You can connect several websites in one app; just scan the code on each website.
- Last used shows you whether a phone is still active.
FAQ
Do I need a password in the app? No. The phone connects with the code and gets its own access; your WordPress password stays on the website.
Do colleagues see all leads? Everyone sees what they also see in WordPress. The app signs in with the rights of the user.
What happens when I disconnect a device? The app on that phone no longer sees the website. Data on the website stays.