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Broadcast Adding a 3rd Party App

Kristopher David
  • Updated
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Follow-Up Funnels

 

If you would like to create a Broadcast using one of your 3rd party integrations, this article will show you how. A Broadcast will allow you to set a one-off action that will be applied to your contacts on a given email list.


If you want to create a Broadcast using the ClickFunnels Internal app, please refer to this tutorial here. When using the Internal app, the action will be performed by ClickFunnels directly.

If you want to send a one-time email, instead, review this article here.

 

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

  • Why would I want to create a Broadcast using a 3rd party app?

  • What type of actions can be triggered by creating a Broadcast with a 3rd party app?

  • How do I create a Broadcast using a 3rd party app?

 

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

 

Please watch the video below, in full screen:

 

 

If you would like to trigger a one-time mass action for your contacts on an email list, so it is performed/applied by a 3rd party app, you can create a 3rd party app Broadcast.


Please note that the available actions will vary depending on the 3rd party integration you choose when creating the Broadcast.


For example, when using an autoresponder, you can:

  • Add/delete contacts to/from a list

  • Add/delete tags to/from your contacts

  • Unsubscribe contacts

 

Other available actions:

  • Registering to a webinar session

  • Sending SMS & more


Creating A 3rd Party App Broadcast:

1. Hover over the Follow-Up Funnels drop-down menu and click Broadcasts.


Creating_A_3rd_Party_App_Broadcast_1.jpg

 

2. Click on the New Broadcast button.

 

Creating_A_3rd_Party_App_Broadcast_2.jpg

 

 

3. Add a name in the Broadcast Name field.

 

Creating_A_3rd_Party_App_Broadcast_3.jpg

 

 

*Important Note: If you need help with the initial setup of a new Broadcast, please refer to this article here.

 

 

4. Select the 3rd-Party App you would like to use for the Broadcast below the 3rd-Party Apps section. 

 

Creating_A_3rd_Party_App_Broadcast_4.png

 

You can see which actions are available for your integration(s) on the Add New Broadcast page by hovering over the integration you wish to use. You will see this on the top right corner of your screen.

 

Creating_A_3rd_Party_App_Broadcast_16.png

 

 

Selecting an app will automatically take you to the next step.

 

*Important Note: You’ll see a green border and a plug icon on the 3rd party applications that have already been connected to your account. If you want to use an app that hasn’t been connected to your account yet, click on the desired app to start the integration process.

 

 

5. Add a Group Tag to create a group of Broadcasts or save this Broadcast to a group you've already created. (Optional)

 

Creating_A_3rd_Party_App_Broadcast_5.png

 

 

6. Select a 3rd Party App integration from the Send From drop-down menu.


Creating_A_3rd_Party_App_Broadcast_17.png

 

 

7. Select the ClickFunnels list(s) to which your Broadcast will be applied under the Who Will Receive This Broadcast? section.

 

You can select multiple lists.

 

Creating_A_3rd_Party_App_Broadcast_6.png

 

8. Add a Filter Rule to restrict which contacts in your list will receive the action by clicking the + Add Rule Group button. (Optional) 

 

By default, we'll send to everyone on your list(s) or you can restrict the action to only contacts who meet certain rules.

 

Creating_A_3rd_Party_App_Broadcast_7.png

 

*Important Note: For more information about how to create Rules and Smart Lists, check the Rule Group Glossary and Create A Smart List articles.

 

 

9. Click Next.

 

Creating_A_3rd_Party_App_Broadcast_8.png

 

 

10. Select the Action you would like the Broadcast to carry out. 

 

Creating_A_3rd_Party_App_Broadcast_18.png

 

The options will vary depending on the 3rd party integration you’re using.

 

 

11. Click Next.

 

Creating_A_3rd_Party_App_Broadcast_8.png

 

 

12. Set the Schedule for your Broadcast by choosing one of the following options:

a. Toggle on the Send Now switch to start your Broadcast immediately after finishing the setup. (Optional)

 

Creating_A_3rd_Party_App_Broadcast_10.png

 


b. Click the date on the calendar below Send At to indicate when you would like to start/send your Broadcast once the setup is complete.

 

Creating_A_3rd_Party_App_Broadcast_11.png

 

c. Select the time to start the Broadcast under Send Time.

 

Creating_A_3rd_Party_App_Broadcast_12.png

 

*Important Note: The time zone is determined by the time zone chosen from your Timezone and Language Settings within your Account Settings.

 

 

13. Click Next.

 

Creating_A_3rd_Party_App_Broadcast_8.png

 

 

14. On the Summary page, review the Broadcast’s setup to make sure everything is correct.


a. Click the Send Now button if your Broadcast is ready and you previously chose to send it immediately after review. The Broadcast will be placed under the Sent tab.

 

Creating_A_3rd_Party_App_Broadcast_13.png

 

 

b. Or, click the Queue to Send button if your Broadcast is ready and you previously chose to send your Broadcast at a future date and time. The Broadcast will be placed under the Queued tab.

 

Creating_A_3rd_Party_App_Broadcast_14.png

 

 

c. Click Exit to Overview if you would like to save the Broadcast as a draft. The Broadcast will be placed under the Drafts tab.

 

Creating_A_3rd_Party_App_Broadcast_15.png

 

 

 

Here are the key takeaways for this document:

  • If you would like to trigger a one-time mass action for your contacts on an email list, so it is performed/applied by a 3rd party app, you can create a 3rd party app Broadcast.

 

 

 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.

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