In this article, you will learn how to set up automated emails, text messages, and other actions using Clickfunnels Automations.

What you will need:

• Clickfunnels Page. Click here to learn how to get started.

Step 1: Create Automation

How To Add A New Action

• Select a step in your existing funnel.
• Click on the Automation tab.
• Click on Add New Action, Add New Email, or Add New SMS Text.

• Select the Action To Do from the list. 
• Click on the Action Delay tab to add a delay in days and/or hours. [Optional]
• Click Create Funnel Action.

Important Note:

• In the Etison Suite, you will have additional Action To Do Options to add and/or remove from an Actionetics list. Click here to learn how to create an action to receive opt-in and order notifications.

How To Add A New Email 

In order to send emails, you must first integrate your SMTP service into your ClickFunnels account. Click here to learn how to add an SMTP integration.

• Click on Add New Email.
• Enter the From Name.
• Enter the Subject.

• Select the SMTP configuration.
• Enter a number to send only to active subscribers. [Optional]
• Select a Condition to trigger the email.
• Scroll down and click on Create Email. 

How To Add A New SMS Text

In order to send SMS messages, you must first integrate your Twilio into your ClickFunnels account. Click here to learn how to add a Twilio integration. 

• Click on Add New SMS Text.
• Select the Twilio Integration.
• Select the Condition.

• Enter the Message.
• Enter the Delay Days. [Optional]
• Enter the Delay Hours. [Optional]
• Click Create Text.

 What you can do next:

• Test Your Funnel

If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.