Funnel Creation & Management

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Adding automations to your funnel is a great way to stay informed, organized, and connected with your customers. These automations include actions such as adding/removing contacts from lists, adding/removing tags to contacts, and receiving email notifications. For those that have an SMTP and/or Twilio integrated with their account, these automations also include sending emails and SMS text messages.

All of these automations are added to individual funnel pages and are triggered by actions taken by visitors on those pages.

 

 

By the end of this document, you should be able to answer:

• What are ClickFunnels automations?
  
  
• Why would I want to use ClickFunnels automations?
  
  
• How do I add new automations to pages in my funnel?

 

Prior to getting started, you will need to have the following:

• An active ClickFunnels account
  
  
• A funnel
  
  
• A Twilio SMS account integrated with your ClickFunnels account (only if adding a new sms text)
  
  
• An SMTP integrated with your ClickFunnels account (only if adding a new email)

 

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Please watch the video below, in full screen:

 

 

 

Step by Step Walk Through:

1. Hover over the ClickFunnels tab located at the top of your ClickFunnels dashboard and click Funnels.

 

 

 

2. Select the desired funnel from the list using the search bar or scrolling through the list.

 

 

 

3. Click on the funnel step for which you would like to add an action:

 

 

 

4. Click the Automations tab located inside the funnel on the upper right hand side of the page.

 

 

 

Adding New Actions

1. Click + Add New Action located at the bottom of the screen.

 

 

 

2. Give your action a name under the Name field.

 

3. Set the Condition for your action. Available conditions will vary depending on the funnel step you choose.

a. Everyone

b. Saw page but didn’t purchase

c. Purchased

 

 

4. Set the Integration to ClickFunnels Internal.

 

5. Set your Action To Do.

 

a. The options are:

• • • • • Add To List
        • Remove From List
        • Email Notification (SMTP integration required)
        • Add Tag
        • Remove Tag
          

 

 

6. Fill in any additional required fields:

 

a. If adding to/removing from list, indicate the desired list under the With… field.

 

 

 

b. If adding/removing a tag, indicate the desired tag(s) under the Tags: field.

 

 

 

c. If sending an email notification, indicate to which email address(es) the notification(s) should be sent under the Email To Notify field. (If entering multiple email addresses, separate each email by hitting the enter/return key after each email address.)

 

 

 

7.(Optional) Click on the Action Delay tab to enter the number of days and/or hours you would like to delay the action from being initiated. If left blank, the action will be initiated immediately after the contact meets the condition for triggering the action.

 

 

 

8. Click Create Funnel Action.

 

 

 

Adding New Emails

1. Click + Add New Email located at the bottom of the screen.

 

 

 

2. Enter the desired From Name. (This will be used in place of your default SMTP from name.)

 

3. Enter the desired subject line under Subject.

 

4. Select your SMTP Configuration.

 

5. (Optional)Indicate whether you would like to Send Only to Subscribers Active In The Past X Amount Of Days.

 

*Important Note: If this field is left blank, the default is sending the email to everyone on the list. For vest deliverability only send to subscribers that have been active in the last 30 days.

 

6. Select the Condition that will trigger the email. Available conditions will vary depending on the funnel step you choose.

 

a. Everyone

b. Saw page but didn’t purchase

c. Purchased

 

 

 

7. (Optional)Click on the Email Delay tab to enter the number of days and/or hours you would like to delay the email from being sent. If left blank, the email will be sent immediately after the contact meets the condition for triggering the email

 

 

 

8. Create the body of the email.

 

a. If subscribed to the $97 Basic Plan or lower, use the basic editor.

 

 

 

b. If subscribed to the $297 Platinum Plan or higher, select the email template you would like to use.

 

 

 

9. Click Create Email at the bottom of the pop-up window.

 

 

 

a. If using an email template, click open editor to edit the template.

 

 

 

10. Click Save after editing the body of your email.

 

 

 

Adding New SMS Text Messages 

1. Click + Add New Sms Text.

 

 

 

2. Select Twilio as your Integration.

 

3. Select the Condition that will trigger the SMS text. Available conditions will vary depending on the funnel step you choose.

 

a. Everyone

b. Saw page but didn’t purchase

c. Purchased

 

 

 

4. Enter the contents of your message under the Message field.

 

5. (Optional)Indicate the number of days and/or hours you would like to delay the message from being sent. If left blank, the message will be sent immediately after the contact meets the condition for triggering the text. 

 

 

 

6. Click Create Text Message.

 

 

 

 

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Here are the key takeaways for this document:

• Automations include internal actions such as adding/removing contacts from lists, adding/removing tags to contacts and receiving email notifications.
  
  
• For those that have an SMTP and/or Twilio integrated with their account, these automations also include sending emails and SMS text messages.
  
  
• The available conditions that trigger the automations will vary depending on the funnel step to which you choose to add the automation.

 

 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.