Coflow Academy
How the system works, area by area — and answers to the questions people actually asked.
14 areas · 108 questions answered
All areas
Getting started
What Coflow does, and why you start from the product.
- What does Coflow actually do for me?
- It's my first time here. What do I do, in order?
- Why start from the product and not from content?
- How long until I see something real?
- I logged in and everything is empty. Is that normal?
Products
The heart of the system: what you sell, and how you learn what actually converts.
- Right now my product is 1:1 coaching. Can I make a page for a single session with a price on it?
- Why define products at all? I know what I sell.
- What does the product type mean?
- What is “how do people buy this”, and why am I being asked?
- What do I see on a product's page?
Funnels, pages & forms
What goes into the system and what stays outside, email sequences, landing pages, forms and bookings.
- What does “funnel” actually mean here?
- I run a WhatsApp challenge advertised on Facebook: people join a group, get emails, and there's a webinar at the end. What do I build in the system?
- What can start a funnel?
- What steps can a funnel contain?
- What's the difference between a funnel and an email sequence?
Brand profile
DNA, strategy, diagnosis, voice, Brand Kit and gallery.
- What is Brand DNA, and why is it the first screen?
- What does the diagnosis do, and what do I get out of it?
- The diagnosis is off / stale. How do I run it again?
- What's on the strategy screen, and how is it different from the diagnosis?
- How does the system learn to write in my voice?
Platforms & connections
Adding a platform, connecting an account, several pages, and where the numbers come from.
- How do I add a platform, and how many should I start with?
- I typed a handle — does that count as connecting?
- The connection said I logged into a different account. What now?
- I have two Instagram pages. Can I run both?
- What does each tab in a platform workspace do?
Content anchors & creation
Anchors, references, templates, generating posts, the planning board and the calendar.
- What is a content anchor?
- How do I set up a first anchor, step by step?
- Why are references required, and which posts should I pick?
- What is a template, and how do I get one?
- How do I actually generate a post?
Page analysis, numbers, templates, carousels and reels, link in bio.
- I connected Instagram and got no analysis. Why?
- It says “there's nothing to analyse from one post” — but I have plenty of posts and reels.
- What exactly do I get from the page analysis?
- Why don't I have views on the dashboard?
- What can the system produce — carousels, reels, or both?
Podcast
Episodes, importing an existing feed, transcription, distribution and derived content.
- I already have a podcast. Do I have to move it?
- What does transcription give me?
- How do I turn an episode into content?
- What is the distribution screen?
- What's the podcast's public page?
Newsletter & mailing lists
Lists, importing an existing audience, Rav Messer, sender address and sending.
- My list lives in Rav Messer. Do I need to export the whole thing?
- I imported the list. Now what?
- What's the difference between a contact, a subscriber and a list?
- How do I import a list from a file?
- Why do I have to verify a sender address?
CRM & contacts
Who your people are, where they came from, and where each sale stands.
- Where do contacts come from?
- I have the same person twice. What do I do?
- How does the deals board work?
- Someone fills in a form — what exactly happens?
- Can I import contacts and deals from a file?
Measurement & insights
What actually converts, and the numbers that don't tell you.
- What's the difference between home and the dashboard?
- I have views and followers but I don't know what converts. Where do I see that?
- Why is a metric empty?
- Why isn't an item with a past date marked “published”?
- Where do I see performance over time?
Tasks
Boards, subtasks, due dates and sharing.
- How do the boards work?
- What can I put on a task?
- I added a subtask and it wasn't saved.
- Is there a calendar view for tasks?
- Can I share a board with someone?
Marketing campaigns
Planning a launch across several platforms, and breaking down someone else's.
- What's the difference between a campaign and a funnel?
- How do I plan a campaign?
- Can I break down someone else's campaign?
Account, settings & integrations
Profile, billing, external connections, permissions and notifications.
- Where are the settings?
- What can I connect to Coflow?
- What are credits?
- How do I add someone else to the account?
- What do I get notified about?
Want to see it from the inside?
The academy is in the product too, with a direct link to every screen an answer mentions.
Go to the studio