Follow-Up Funnel Adding A Text Messenger Step

Learn how to set up a Follow-Up Funnel Step to trigger the Text Messenger.

Why you would need this

You would add a text messenger step to your follow up funnel if you wanted to send an SMS to your lists in your follow up sequence. In order to make this work you would need to have a Twilio account and you would need to integrate Twilio into your Clickfunnels account. You must have collected your customer's email address in order to send SMS.

What you will need

Step 1 Add Text Messenger Step

Enter the Step Name.
Select the Step Type Text Messenger.

Step 2 General Settings

Enter Step Name
Select Send From Account
Add Filter Rules (optional)
Click Next

Step 3 Select Text Messenger Action

Select SMS Action.
Enter Send SMS Message.
Click Next.

Note: If you have not integrated Twilio you will be able to do so by Selecting Connect An Account

Step 4 Schedule

Select when to Trigger Action.
Add Push Window (optional).
Click Review For Sending.

Note: While sequences will always go out in order, adding send windows may impact the delay sent in sequence. Note that the step will be triggered in the subscriber's time zone if that data is available. If not, the step will trigger in your timezone. Update your timezone?

Step 5 Review Summary and Make It Live

Review Your Settings.
Select Make It Live.

What you can do now

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.

Articles in this section

Learn how to set up a Follow-Up Funnel Step to trigger the Text Messenger.

Step 1 Add Text Messenger Step

Step 2 General Settings

Step 3 Select Text Messenger Action

Note: If you have not integrated Twilio you will be able to do so by Selecting Connect An Account

Step 4 Schedule

Note: While sequences will always go out in order, adding send windows may impact the delay sent in sequence. Note that the step will be triggered in the subscriber's time zone if that data is available. If not, the step will trigger in your timezone. Update your timezone?

Step 5 Review Summary and Make It Live

Comments

Articles in this section

Learn how to set up a Follow-Up Funnel Step to trigger the Text Messenger.

Step 1 Add Text Messenger Step

Step 2 General Settings

Step 3 Select Text Messenger Action

Note: If you have not integrated Twilio you will be able to do so by Selecting Connect An Account

Step 4 Schedule

Note: While sequences will always go out in order, adding send windows may impact the delay sent in sequence. Note that the step will be triggered in the subscriber's time zone if that data is available. If not, the step will trigger in your timezone. Update your timezone?

Step 5 Review Summary and Make It Live

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