Complete Workflow Guide

Follow this end-to-end workflow from account setup to optimization.

Workflow At a Glance

Set up profile and compliance fields.
Create products and marketplace links.
Create, activate, and share your funnel.
Track results and improve based on analytics.

Step 1: Account Setup

1.1 Sign Up

Navigate to /signup or use Google OAuth.

Email/Password: Enter email, password, confirm password
Google OAuth: Click "Sign in with Google" button

1.2 Complete Profile Setup

Go to /settings/profile and configure:

Upload Brand Logo (Recommended): Square image, 512×512px minimum, 1MB max
Set Email Sender Name: Appears in emails to customers
Set Customer Support Email: For customer support inquiries
Configure Brand Identity (Optional): Brand colors and messaging

Step 2: Create Product(s)

2.1 Navigate to Products

Go to /products and click "Create Product".

2.2 Fill Product Details

Required Fields:

Product Name: Display name for your product
Product Type: Book, E-book, E-commerce, Online Course, Offline Course, Software/Tool, Physical Product, Online Service, Offline Service, Online Coaching, Offline Coaching, Membership / Community, Other
Product Description: Required - helps AI generate authentic reviews (1500 character limit)

Optional Fields:

Cover Image (max 200 KB, JPG/JPEG only)
Category
Tags

2.3 Add Marketplace(s)

Add one or more marketplaces where customers can leave reviews:

Amazon: Select country (US, UK, IN, CA, DE, FR, ES, IT, JP, AU), enter ASIN or ISBN-10 (URL auto-generated)
eBay: Select country, enter Item Number (URL auto-generated)
Other Marketplaces: Enter full product URL manually. Supported marketplaces include: Walmart, Etsy, Shopify, Goodreads, Flipkart, Myntra, Ajio, Teachable, Wakabi, Google, and Custom Website.

You can add multiple marketplaces for the same product.

For Custom Website, provide both the URL and a website display name (for example, Indiva Website). Customers see this display name in the funnel marketplace list.

Step 3: Create Funnel

3.1 Navigate to Funnels

Go to /funnels and click "Create Funnel".

Need detailed information? Learn about different funnel types, required fields, and creation process.

3.2 Step 1: Funnel Setup

Required:

Funnel Name: Internal organization name
Funnel Type: Select "Review & Lead Funnel"
Select Products: Choose 1-5 products (all must be same type)

Rules to remember: Review funnels allow up to 5 products, ARC funnels allow exactly 1 product, all selected products must share the same type, and each selected product can have up to 3 marketplaces inside the funnel.

Tip: All selected products must have the same product type (e.g., all "Book" or all "Online Course").

Note: Product descriptions are automatically pulled from your selected products. Ensure your products have complete descriptions before creating the funnel.

→ Learn more about funnel types, fields, and creation details

3.3 Step 2: Customer Experience

Required:

Rating Options: 5-star (detailed) or 3-option (simple: 👎 😐 👍)
Minimum Review Length: Default 60 characters

Optional Engagement Options:

Force feedback routing (for platform marketplaces, ratings below 4 stars go to Feedback instead of Review)
WhatsApp Collection
Recommendation Question
Marketing Consent

Keep setup simple. Start with 1-2 engagement options.

3.4 Step 3: Freebie & Delivery

Decide if you want to offer a freebie to customers who leave reviews:

Include Freebie? (checkbox)
Lead Capture Option: Marketplace Default, Email Optional, or Email Required
If Yes: Choose type (File Upload, Coupon Code, or External URL)
Delivery Method: Instant download (60 min) or Email (7 days) - or both

Option guidance: Use Marketplace Default for most funnels, Email Optional for lowest friction, and Email Required when follow-up is mandatory.

Important: If freebie is enabled, Lead Capture Option is locked to Email Required to ensure freebie delivery.

Freebies often improve completion rates.

3.5 Step 4: Launch & Share

Funnel Status: New funnels start as "Draft" (you'll activate later)
Generate QR Code (optional): For sharing
Generate QR Card (optional): Printable card with QR code
Preview Customer Flow (optional): Test the experience

Click "Save Funnel" to complete creation.

Step 4: Activate Funnel

Important: New funnels are created as "Draft" and must be activated before customers can access them.

Go to /funnels and find your draft funnel
Click "Edit"
Navigate to Step 4: Launch & Share
Change status to "Active"
If freebie included, ensure Delivery Method is selected
Save changes

ARC Funnel: How to Use It for Better Results

ARC funnels are designed for pre-launch campaigns where you want early readers to download an advance copy and submit honest reviews after reading.

Use exactly 1 product in each ARC funnel to keep the download and reminder journey focused.
Upload the ARC PDF, then set a reminder window (3-7 days) based on reading length.
Share the funnel with launch teams, newsletter readers, and early reviewer groups before publication.
Track downloads vs. submitted reviews to measure ARC conversion and improve future launches.

Step 5: Share Funnel

Option 1: Share QR Code

Generate QR Code from Funnel Detail page
Download as PNG
Use in: Product packaging, emails, social media, website, physical materials

Option 2: Share QR Card

Generate QR Card (after QR code is generated)
Customize: Layout, headline, body, colors, logo
Download as PDF or PNG
Use in: Physical mailers, product inserts, events

Option 3: Share Direct Link

Copy Funnel Link from Funnel Detail page
Share via: Email, social media, website, SMS/WhatsApp

Step 6: Track Performance

Dashboard (`/dashboard`)

Overview metrics: Active Funnels, Reviews, Leads, Conversion Rate
Charts: Daily visits, reviews over time, downloads
Activity feed: Recent events

Analytics (`/analytics`)

Filter by funnel and date range
Detailed metrics: Leads, Reviews, Opt-ins, Ratings, Conversion Rates
Charts: Trends, comparisons, sentiment analysis
Export data to CSV

Leads Management (`/leads`)

View all customer leads
Filter and search leads
Manage lead status (New, Contacted, Qualified, etc.)
Contact leads (Email, WhatsApp)
Export to CSV

Reviews Management

View all reviews with ratings and sentiment
Filter by funnel, sentiment, date
See marketplace links (if submitted)
Export to CSV

Step 7: Optimize & Iterate

Review Analytics: Monitor conversion rates, review completion, average ratings
A/B Test: Test different rating scales, freebie types, engagement options
Optimize: Adjust based on performance data
Scale: Create more funnels for different products/campaigns

Quick Reference Checklist

First-Time Setup:

Sign up for account
Complete profile setup
Create at least one product (with required description)
Add marketplace(s) to product(s)
Create first funnel
Activate funnel
Share with customers
Monitor dashboard

Common Workflows

Single Product, Single Marketplace

One product on Amazon US → ~10 minutes

Single Product, Multiple Marketplaces

One product on Amazon US, UK, and eBay → ~15 minutes

Multiple Products, Same Type

3 books, all on Amazon → ~20 minutes

Product with Freebie

Offer free guide to customers → ~15 minutes