Follow-Up Funnel Adding A Text Messenger Step

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

Note this feature is only available for Actionetics MD Private Beta users.

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 phone number using the SMS Sign Up Element 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 Send SMS.
Enter Send SMS Message (Max of 255 Characters).

💡Pro Tip You can use Emojis inside of your Twilio SMS Messages, simply copy your desired emoji and paste it into the 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 Send Window (optional).
Click Review For Sending.

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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.

Note this feature is only available for Actionetics MD Private Beta users.

Step 1 Add Text Messenger Step

Step 2 General Settings

Step 3 Select Text Messenger Action

💡Pro Tip You can use Emojis inside of your Twilio SMS Messages, simply copy your desired emoji and paste it into the message.

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.

Note this feature is only available for Actionetics MD Private Beta users.

Step 1 Add Text Messenger Step

Step 2 General Settings

Step 3 Select Text Messenger Action

💡Pro Tip You can use Emojis inside of your Twilio SMS Messages, simply copy your desired emoji and paste it into the message.

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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