How to Share Funnels & Projects in FlexiFunnels

What Is Project Sharing?

Project Sharing lets you share your funnels/projects with other people so they can view, import, or collaborate on them.

Think of it like sharing a document link—instead of emailing files, you share a link that gives access to your project.

Sharing means:

• Other people can view your funnel
• They can import it into their account
• They can use it as a template
• You maintain the original (they get a copy)

Why Share Projects?

Team Collaboration: 

✓ Work with team members
✓ Get feedback on designs
✓ Delegate page creation
✓ Share proven funnels

Client Work:

✓ Show clients the funnel
✓ Get client feedback/approval
✓ Let clients import into their account
✓ Deliver final funnels

Training/Education: 

✓ Share example funnels
✓ Help others learn
✓ Distribute templates
✓ Showcase best practices

Team Standardization: 

✓ Create team templates
✓ Ensure consistent branding
✓ Reuse proven funnels
✓ Scale efficient processes

Two Ways to Share

METHOD 1: PUBLIC PROJECT LINK

What it is: Shareable link anyone can access (if they have link)

Who can access: Anyone with the link + FlexiFunnels account

Use for: General sharing, templates, public examples

Security: Link-based (anyone with link can access)

METHOD 2: EMAIL SHARING

What it is: Send link via email to specific person

Who can access: Only the person with email address

Use for: Client delivery, private sharing, team members

Security: More secure (only specific email)

Types of Access/Permissions

When sharing, consider what access to give:

• View Only — Can see funnel, can't edit
• View & Import — Can view and import into their account
• Full Access — Can edit, modify, collaborate (team)

Step-by-Step: Share via Public Link

Step 1: Log In

• Log into FlexiFunnels
• Go to your dashboard/projects

Step 2: Find Your Project

• Locate the project you want to share
• Look at the project row in the list

Step 3: Open Project Menu

• Find the action button (three dots, menu icon, or settings)
• Click it to reveal options

Step 4: Select "Share Project"

• From menu, click "Share Project" or "Share"
• Share dialog or window opens

Step 5: Choose Pages to Share

• Select which pages to include in share
• Options:
  • All pages — Share entire project
  • Specific pages — Choose individual pages
  • Selected pages — Only pages you mark

Step 6: Create Share Link

• Click "Create Share Link" or "Generate Link"
• System generates public shareable link
• You'll see the link displayed

Step 7: Copy & Share Link

• Find the generated link
• Click "Copy Link"
• Share link with whoever you want:
  • Paste in email
  • Message in Slack
  • Text message
  • Social media
  • etc.

Link format: flexifunnels.com/share/[unique-code]

Step 8: Recipient Views Project

What recipient does:

1. Click the link you shared
2. See preview of project
3. Can view all included pages
4. See page previews/thumbnails
5. No login required to view preview

Step 9: Recipient Imports Project

If recipient wants their own copy:

1. On shared project page, click "Import Project"
2. Sign into their FlexiFunnels account
3. Choose what to import:
   • All pages
   • Selected pages
4. Click "Import"
5. Project appears in their account
6. They now have editable copy

Step-by-Step: Share via Email

Step 1-5: Same as Above

Follow Steps 1-5 from "Share via Public Link" above

Step 6: Choose Email Sharing

• In share dialog, look for "Email" option
• Or select "Share via Email"
• Different interface appears

Step 7: Enter Email Address

• Find "Email Address" field
• Enter email of person to share with
• Example: client@example.com

Step 8: (Optional) Add Message

• Some versions allow custom message
• Add context or instructions
• Example: "Please review and provide feedback"

Step 9: Send Share Link

• Click "Send" or "Share Link"
• Email is sent to that person

Step 10: Recipient Receives Email

Email includes:

• Subject line (from FlexiFunnels)
• Message about shared project
• Clickable link to project
• Instructions to import

Step 11: Recipient Clicks Email Link

• Recipient clicks link in email
• Taken to project preview page
• Sees all included pages
• Can click "Import Project"

Step 12: Recipient Imports

• Recipient signs into their account
• Selects pages to import
• Clicks "Import"
• Pages appear in their account

Common Situations & Quick Fixes

Situation 1: "I Shared the Link, But Person Can't Access It"

What's happening: Recipient can't view shared project.

Diagnostic steps:

1. Verify link is correct
   • Did you copy entire link?
   • No missing characters?
   • Share link works for you?
2. Check recipient account
   • Does recipient have FlexiFunnels account?
   • If not, they need one to import
   • Can view preview without account
3. Verify pages were selected
   • Did you select pages to share?
   • If no pages selected, nothing shares
   • Go back and select specific pages
4. Check share permissions
   • Is sharing enabled?
   • Some projects might have restrictions
   • Verify in project settings

Situation 2: "Person Got Email But Link Doesn't Work"

What's happening: Email link is broken or expired.

Diagnostic steps:

1. Check email was sent
   • Did person actually receive email?
   • Check spam folder
   • Verify email address was correct
2. Resend link
   • Go back to share settings
   • Resend via email option
   • Generate new link if needed
3. Use public link instead
   • Create public share link
   • Send via email manually
   • Recipient can click that link
4. Check project still exists
   • Did you delete the project?
   • Link only works if project exists
   • Verify project is still in your account

Situation 3: "Person Imported Project, But Pages Are Broken"

What's happening: Import worked, but pages look wrong.

Diagnostic steps:

1. Check integrations
   • External integrations (Zapier, email) might not carry over
   • Person needs to reconnect integrations
   • Not your issue (system works as intended)
2. Check custom code
   • Custom CSS/JavaScript might need updating
   • Pixel codes might be different account
   • Person needs to update these
3. Test original in your account
   • Does project work correctly in your account?
   • If yes, import should work for them too
   • If no, fix original first
4. Verify all pages imported
   • Did all pages import?
   • Or only selected ones?
   • If missing pages, share again with all selected

Situation 4: "Should I Share via Link or Email?"

What's happening: Unsure which sharing method to use.

Decision tree:
Sharing with specific person?
→ YES: Use email (more secure)

Sharing with team/multiple people?
→ YES: Use public link (easier to share widely)

Want to track who accesses?
→ Use email (know who imported)

Want quick/casual sharing?
→ Use public link (copy/paste anywhere)

Sharing with client?
→ Use email (professional, documented)

Sharing internal template?
→ Use public link (team can self-serve)

Privacy sensitive project?
→ Use email (only specific people)

General sharing/example?
  → Use public link (anyone with link)

Situation 5: "Can Multiple People Import Same Project?"

Answer: Yes, absolutely!

How it works:
You share project via link
Person A imports it → Gets their own copy
Person B imports same project → Gets their own copy
Person C imports same project → Gets their own copy

Each person has separate copy
Changes one person makes don't affect others
Original stays in your account