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The first two steps are one-time. After that a campaign takes about five minutes.
1

Connect your channels

Settings, then Connections. Sign in to each account you want to post from.
2

Give people a way to write in

The funnel ends at an enquiry, so the site needs a form or a contact button Stage can see: a Stage form, or the site’s contact button if the design has one. Set the notification address under Settings, then Forms.
3

Create the campaign

Open the Campaign tool. Title it, add a source frame for the post or page it is about, then one frame per channel. Put links to your site wherever they belong.
4

Schedule

Set a time on each frame. Stage posts at that minute.
5

Copy the campaign link

Press Copy on the chip beside the title. Paste it into your Instagram bio and anywhere else a post cannot carry its own link.
6

Read the funnel

Open the analytics panel and scroll to Funnel. The per-channel and per-post tables tell you which post did the work. The pages list tells you where people went next. See The funnel for what a low stage means.

Checklist

  • Accounts connected
  • A form or contact button on the site, with a notification address set
  • Campaign titled, source frame added, one frame per channel
  • Every frame scheduled
  • Campaign link in the Instagram bio and anywhere else a post cannot link
What you do not need to do Add tracking code to the site: it is already there. Build tracking links by hand: every link is tagged when it posts. Ask people where they came from: Stage remembers for 30 days.

Next steps

The funnel

What each stage means.

Forms

Build the form the funnel ends at.