ClickFunnels Automation

In this article, you will learn how to add automated emails, text messages, and other actions from within your funnel. This feature will allow you to add your automation on a page level from within your funnel based on the actions taken by the visitor on each page.

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.

• Enter the Name for your action.
• 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.

How To Add A New Email:

• 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:

• 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 now:

• 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.