FunnelSwift User Guide

A comprehensive guide to using FunnelSwift — the complete lead generation, affiliate management, and digital business card platform. Manage leads, create Kinetic landing cards, track with QR codes, and integrate with your website, mobile app, and CoreSwift CRM.

Getting Started

FunnelSwift is a multi-purpose platform that combines lead capture, affiliate routing, digital landing cards (Kinetic), and cross-app sync with IncentiveSwift and CoreSwift CRM. This guide covers every feature.

📊 Dashboard

The dashboard shows your key metrics at a glance: total leads, new leads today, top sources, conversion rates, affiliate performance, Kinetic card views, and revenue. Click any stat card to drill into the data.

👤 Leads

Manage your prospect leads in the Leads section. Each lead stores name, email, phone, company, source, tags, and custom fields. Leads are auto-synced to CoreSwift CRM.

Adding Leads

1. Manual Entry

   Click "Add Lead" and fill in the form fields. Required: Name or Email. Optional: phone, company, source, tags, notes, custom fields (First Name, Last Name, Website, Address, Title, Social).

2. Mobile App Scan

   Use the FunnelSwift Android app to scan business cards via camera. OCR parses the card and creates a lead automatically.

3. Bulk Import

   From the mobile app, import phone contacts in bulk. Search, select, and upload multiple contacts at once.

4. Web-to-Lead Forms

   Embed a JS snippet on your website. Any form submission auto-creates a lead in your workspace. (See Web-to-Lead section.)

5. Kinetic Card Forms

   Add a lead capture form block to any Kinetic landing card. Visitors submit their info directly through the card.

6. API Ingestion

   Use the REST API to create leads programmatically. Requires an API key with appropriate permissions.

Editing Leads

Click any lead to view details. In edit mode, you can change any field, add custom fields, change tags, and update notes. Stage progression: New → Contacted → Qualified → Converted → Lost.

🏷️ Tags & Tag Groups

Tags help organize leads by categories: Source, Status, Events, Services, Engagement, and Custom. Tags are grouped into tag groups for structured organization. Tags auto-sync from plan mappings and are workspace-specific.

Creating Tags

From the Tags section, you can create new tags, assign colors, and organize them into groups. Tags applied to leads in FunnelSwift are automatically pushed to CoreSwift CRM as well.

🤝 Affiliates

Manage affiliate partners. Each affiliate gets a unique auto-generated ID. Configure commission rates, track payouts, and route leads to their external systems via webhooks. Affiliate performance is visible on the dashboard.

🃏 Kinetic Cards

Kinetic Cards are server-side rendered landing pages served at /k/YOUR-SLUG. Think of them as shareable mini-sites — bio-links, digital business cards, lead capture pages, and affiliate bridge funnels — all built from editable layout blocks.

Creating a Kinetic Card

1. Navigate to Kinetic Cards

   From the sidebar, click Cards under the main navigation.

2. Choose a Template

   Click "+ New Card". Choose from 54 templates across 5 archetypes — Bio Link, Business Card, Mini Page, Mini Funnel, or Hero. Or build from scratch with a blank canvas.

3. Configure Content

   Fill in your content fields — name, description, image/logo URL, buttons, social links, lead form fields — depending on the template.

4. Choose a Theme

   Pick from 8 visual themes — Cyber Dark, Ghost White, Ocean, Forest, Sunset, Ruby, Midnight, or Arctic. Each theme sets the card's color palette, fonts, and visual identity.

5. Set Your Slug

   Give your card a unique slug (e.g. "my-link"). It will be available at https://funnelswift.net/k/my-link.

6. Save & Share

   Save the card. Share the URL, print a QR code, or embed it anywhere. The card is live immediately.

Layout Blocks

Each Kinetic card is composed of layout blocks that you can arrange:

Block Type	What It Does
Hero	Large header with title, subtitle, and background image/video
Bio	Avatar, name, title, short bio text
Buttons	List of CTA buttons with labels, URLs, and optional icons
Lead Form	Inline lead capture form with configurable fields (name, email, phone, message)
Social Icons	Social media profile links with platform icons
Mini Funnel	Product image/video + CTA — the affiliate bridge block
QR Code	Embed a QR code that links to the card or any URL

📐 Template Library

FunnelSwift ships with 54 pre-built templates organized across 5 archetypes, each available in 8 visual themes. Whether you're a real estate agent, musician, fitness coach, restaurant owner, or consultant — there's a template built for your industry.

Five Card Archetypes

Eight Visual Themes

Every template can be styled with any of these 8 themes — each theme defines the card's color palette, typography, gradient, and visual identity:

Theme	Vibe	Best For
Cyber Dark	Dark, neon-accent, futuristic	Tech, SaaS, gaming, crypto
Ghost White	Clean white, minimal, modern	Consulting, corporate, legal
Ocean	Cool blues, calm, professional	Finance, healthcare, education
Forest	Earthy greens, grounded, natural	Wellness, eco, outdoor, agriculture
Sunset	Warm oranges/golds, vibrant, energetic	Fitness, hospitality, food, events
Ruby	Bold reds, passionate, attention-grabbing	Sales, promotions, entertainment
Midnight	Deep navy/dark blue, elegant, premium	Luxury, real estate, law firms
Arctic	Icy whites/blues, crisp, minimalist	Design, photography, architecture

Template Gallery — Industry-Specific Designs

The template library includes industry-specific variations for each archetype. Examples include:

• Real Estate Agent — Business Card with property showcase, Bio Link with listing links
• Musician / Artist — Hero page for album drops, Bio Link for streaming platforms
• Fitness Coach — Mini Page with program tiers, Mini Funnel for challenge sign-ups
• Restaurant / Café — Bio Link with menu + reservation, Mini Funnel for catering
• Consultant / Coach — Business Card + booking, Mini Page for service packages
• E-commerce / Creator — Hero page for product drops, Mini Funnel for limited offers
• Healthcare / Clinic — Business Card with appointment booking, Bio Link with services
• Event / Wedding — Mini Page for RSVPs, Bio Link for gift registry

Simply choose your archetype, pick an industry template, apply a theme, and your card is ready.

Build from Scratch

Prefer to start from a blank canvas? Each archetype has a Build from Scratch option — four blank canvases (one per archetype: Bio Link, Business Card, Mini Page, Mini Funnel) that let you assemble layout blocks from the ground up.

Template Gating by Plan

Plan	Templates Available	Details
Free	8	4 industry starter templates + 4 blank canvases (Build from Scratch)
Pro	54	Full template library — all 5 archetypes, all industry variants, all 8 themes
Enterprise	54 + White Label	Full library plus white label toggle — hide FunnelSwift branding entirely

🎯 Mini Funnel Template

The Mini Funnel template is designed specifically for affiliate marketing and product promotions. Create a focused bridge page between a traffic source (social media, ad, QR code) and your offer.

Features

• Product Showcase — Display a product image (or video embed) with title and subtitle
• Strong CTA — Large call-to-action button with custom text and URL
• 8 Themes — Cyber Dark, Ghost White, Ocean, Forest, Sunset, Ruby, Midnight, Arctic
• Mobile-First — Optimized for mobile traffic from social media and ads
• Lead Capture — Optional embedded form before the CTA

Setting Up a Mini Funnel

1. Create Card

   Click "+ New Card" and select the "Mini Funnel" template.

2. Product Image or Video

   Upload a product image URL or paste a video embed URL (YouTube/Vimeo). One or the other — pick what converts best.

3. Write Copy

   Add a compelling title and subtitle that drives the visitor to click the CTA.

4. Set CTA

   Enter the button text (e.g. "Get My Free Trial", "Claim Discount") and the destination URL.

5. Pick Theme

   Choose from 8 themes — Cyber Dark (tech/gaming), Ghost White (corporate), Ocean (finance/healthcare), Forest (wellness/eco), Sunset (fitness/food), Ruby (sales/promos), Midnight (luxury), or Arctic (design/photo).

6. Enable Lead Form

   Optionally add a name + email form before the CTA to capture leads before the click.

7. Publish

   Save and share. Your Mini Funnel is live at /k/YOUR-SLUG.

📈 Insights

The Insights section gives you analytics on your Kinetic cards. Track views, lead captures, click-through rates, and conversion performance over time.

Available Metrics

• Card Views — Total visits to each card, unique vs returning
• Lead Conversions — How many visitors submitted the lead form
• CTA Clicks — Button click tracking for each CTA on the card
• Top Cards — Your best-performing cards by views and conversions
• Traffic Sources — Where visitors are coming from (direct, social, QR, referral)

Viewing Insights

From the sidebar, click Insights. Select a card from the dropdown or view all cards aggregated. Data is updated in near real-time and can be filtered by date range.

📲 Sharing the App

Share FunnelSwift with someone without asking for their phone number:

• Install as App (PWA) — Visit funnelswift.net on their phone. An Install bar appears at the bottom — tap it to add FunnelSwift to the home screen. No app store needed.
• Short link — kntcrd.com/app redirects straight to the download page. Easy to say out loud.
• AirDrop / Nearby Share — Share the URL directly with someone nearby.
• NFC stickers — Buy blank programmable NFC tags, write funnelswift.net to them, and tap the tag to their phone.

📱 QR Codes

Each Kinetic card can be paired with a QR code for print and physical-world use. QR codes are generated server-side as SVG (for print) or PNG (for digital).

Generating QR Codes

1. Open a Card

   From the Cards list, click the QR icon on any card.

2. Configure

   Choose size (small/medium/large) and format (SVG for print, PNG for digital).

3. Download

   Download the QR code image. It links to your card's URL by default.

4. Print or Share

   Use on flyers, posters, business cards, packaging, or in-store displays.

QR Code API

For programmatic generation, use the QR code API endpoint:

GET /api/v1/kinetic/qr/{slug}?format=svg&size=300
GET /api/v1/kinetic/qr/{slug}?format=png&size=500

🏷️ Branding & Affiliate Badge

FunnelSwift displays a subtle branding badge at the bottom of every Kinetic Card page. This badge is dynamic — it adapts based on your plan, card type, and whether you are an affiliate partner.

How the Badge Works

• Free plan — All card pages display a branding badge at the bottom: "Claim your free [Card Type] →" where the card type is auto-detected.
• Paid plans (Pro & Enterprise) — You can toggle the branding badge on or off from card settings. When off, your card pages are clean with no FunnelSwift footer.
• Enterprise with White Label — The badge toggle is available, plus additional white label controls to remove all FunnelSwift references (favicon, meta tags, etc.).

Auto-Detected Card Types

The badge message automatically detects your card's archetype and displays one of these labels:

Archetype	Badge Text
Bio Link	Claim your free Bio Link →
Business Card	Claim your free Digital Business Card →
Mini Page	Claim your free Mini Page →
Mini Funnel	Claim your free Mini Funnel →
Hero	Claim your free Hero Page →

Affiliate Badge Links

If your tenant account is an affiliate partner, the branding badge automatically routes through your affiliate referral code. The badge link becomes /signup?ref=YOUR_AFFILIATE_ID, so anyone who clicks the badge on your card and signs up generates a commission for you.

🌐 Web-to-Lead

Web-to-Lead lets you capture leads from any external website form. Embed a small JavaScript snippet on your site, and FunnelSwift will automatically ingest form submissions as leads.

Setting Up a Web-to-Lead Config

1. Navigate to Web-to-Lead

   From the sidebar, click Web-to-Lead.

2. Create a Config

   Click "+ New Config". Give it a name (e.g. "Website Contact Form"), set a default source label, optionally assign one or more tags for auto-labeling, and set a rate limit (default 100/hr).

3. Get the Embed Code

   Click the link icon (🔗) on your config. A modal shows the embed code and instructions.

4. Create an API Key

   Go to API Keys and create a new key. Copy the full key.

5. Paste on Your Website

   Copy the embed code, replace YOUR_FULL_API_KEY_HERE with your actual key, and paste it just before </body> on your website.

The Embed Snippet

<!-- FunnelSwift Web-to-Lead -->
<script>
window.FunnelSwiftConfig = {
  apiKey: "fs_live_xxxxxxxxxxxxxxxx",
  configId: "00000000-0000-0000-0000-000000000000"
};
</script>
<script src="https://funnelswift.net/funnelswift-capture.js" async></script>

Smart Field Mapping

The JavaScript snippet automatically detects form fields by name and label. It maps common patterns like email, name, phone, company, message, and more. Unrecognized fields pass through as custom data.

Duplicate Detection

If a submission has an email that already exists, the system returns success but does not create a duplicate lead. Duplicates are logged for your reference.

Rate Limiting

Default 100 submissions per hour per workspace. Configure per config under Web-to-Lead settings.

Direct API Endpoint

POST https://funnelswift.net/api/v1/web-to-lead
Content-Type: application/json

{
  "api_key": "fs_live_xxxxxxxxxxxxxxxx",
  "config_id": "00000000-0000-0000-0000-000000000000",
  "name": "John Smith",
  "email": "[email protected]",
  "company": "Acme Inc",
  "phone": "+1-555-0123"
}

🔑 API Keys

Generate API keys for programmatic access to FunnelSwift. Keys are hashed with Argon2 for security. Permissions control what each key can do, including web-to-lead access.

Creating an API Key

1. Go to API Keys from the sidebar.
2. Click "+ New Key" and give it a descriptive name.
3. Copy the key immediately — it's shown once.
4. Use with Web-to-Lead by pasting it into your embed snippet's apiKey field.

💳 Plans

Configure subscription plans for your tenants. Plans define feature access, credit limits, commissions, and pricing. Each plan can have custom features (analytics, import/export, API access, Kinetic card limits, QR code limits, template access, etc.).

Plan Features

Manage feature flags for each plan in the admin panel. Available features include:

• Lead Capacity — Maximum leads per workspace
• Kinetic Cards — Number of active cards allowed
• Template Access — Number of templates available (Free: 8, Pro: 54, Enterprise: 54 + white label)
• QR Generation — Monthly QR code generation limit
• Web-to-Lead — Hourly submission rate limit
• API Access — API rate limits and endpoint access
• Analytics — Data retention and export options
• Branding Badge — Toggle FunnelSwift badge on/off (paid plans only)
• White Label — Remove all FunnelSwift branding (Enterprise only)
• Mobile App — Business card scan and import limits
• Cross-App Sync — CoreSwift CRM integration access

Template Gating by Plan

⚙️ Settings

Configure your account profile, change password, and manage workspace preferences including SEO settings and legal pages.

Mobile App

Download the FunnelSwift Android app from the Settings page. The mobile app lets you:

• Scan business cards via camera with automatic OCR
• Import phone contacts in bulk
• View and manage leads on the go
• Share your Kinetic cards via QR code scanner
• Syncs with your workspace in real-time

❓ Frequently Asked Questions