Workspaces

What a workspace is and how to use them.

Video coming soon

Overview

So a workspace is basically a container for everything related to one team, one brand, or one client. Funnels, leads, team members, branding, integrations, all scoped to the workspace.

If you're a solo creator working on one brand, you only need one workspace and that's it.

Walkthrough

But if you're an agency running quizzes for multiple clients, you'd create a workspace per client. And each one has its own funnels, its own leads, its own custom domain. Clients never see each other's data. You just switch between them from the workspace switcher in the top nav.

Same thing if you're a creator with multiple brands, one workspace per brand. Keeps your themes, your emails, your tracking pixels, your analytics, all cleanly separated.

To create a new workspace you just open the workspace switcher and hit New workspace. Give it a name and you're in. Your user account can belong to as many workspaces as you need, and you can jump between them anytime.

Wrap up

So um, think of workspaces as the boundary between projects that should never bleed into each other.