Quick setup

🚀 Quickstart Guide: Connecting Your Business Domain to Wellplan 🚀

Quickstart guide on Domain Registration & Connection

QuickStart

In this Quick Start guide, we'll walk you through setting up your

Wellplan.io account, connecting a domain, creating Instagram DM funnels, and more. Each tutorial is designed to help you get up and running quickly.

Table of Contents

  1. Getting Started with Your Domain Setup

    • Learn how to register a domain and connect it to Wellplan.io for your funnels.

  2. Setting Up an Instagram DM Lead Magnet

    • Set up automated responses using a feature like ManyChat for Instagram to capture leads.

  3. Creating a Funnel

    • Learn how to create a lead generation funnel by building out pages like opt-in, thank you, and landing pages in Wellplan.io.

  4. Setting Up Email Sender

    • Set up and connect an email service like SendGrid to Wellplan.io for sending automated emails from your funnels and campaigns.

  5. Setting Up Basic Automations

    • Automate your processes by creating workflows in Wellplan.io, such as triggering emails or tagging leads after a form submission.

Money Machine (Capture, Nurture, Close)

  1. Understanding The CRM

  2. Lead Capture

  3. Lead Nurture

  4. Lead Close

By completing this section, you’ll have your Wellplan.io account set up with a connected domain, a lead-generating funnel, and email automation.

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