ClickFunnels™ Helpdesk Support Video
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[Music]
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hey there it’s Irina Z and in this video
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we are going to go over action edits MD
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adding a new SMS step so first what
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you’re going to do is go over to your
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action ex tab and you’re gonna go over
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to your follow up funnels when you’re in
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this window you’re gonna go ahead and
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create a new follow up funnel and we’re
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gonna call this a text demo you will
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also then select a list that you want
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this follow up funnel to be configured
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with so for example purposes we’ll just
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go ahead and select this list and create
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a four a little funnel when you’re in
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your follow up funnel what you’re gonna
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want to do is go ahead over to text
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messenger and select the text messenger
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stuff and the action you’re gonna want
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to send is to send an SMS then you’ll
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click continue if you have not
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configured your Twilio account yet
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please do so and you’ll be able to
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select it here you could also go ahead
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and connect an account by filling out
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this information and saving it so if you
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have already connected your account
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you’ll be able to go ahead and just
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select it and click Save and continue
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and the next window is where you are
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going to set up your text message so for
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here I’ll call this SMS demo the next
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step will be when you want to trigger
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the action so how many days after this
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follow-up phone will start should this
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message be sent out to your customers
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you’ll go ahead and select there’s a
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little drop-down right here you can
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select how many days you would like it
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to send out to so for example purposes
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we’ll just go with day three and in the
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SMS this would be the message right here
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so enter your message right down here
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you’ll be able to select a push window
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which is an optional feature to set
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specific times to show this message to
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your audience so if you wanted to do
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that you could go ahead and add a push
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window and the next optional feature is
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adding a filter rule so by default we’ll
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send this to everyone on the list but
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you can restrict the step to contacts
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that meet certain set of rules and you
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would be able to do so by adding a
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filter right here after you have
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completed this form you will go ahead
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and click Save and right over here
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you’ll then end up on this page so as
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you can see right here this
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a text demo and we’ll be using Twilio to
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send the text and we’re going to be
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sending an SMS and it’s going to be
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triggered in three days based on the
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setup that we have just configured you
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can of course set this up to hours or to
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be sent immediately okay and what you’re
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going to want to do is go ahead and make
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sure that you click this button to make
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it live and there you go there you have
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it
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here is your text it has been set up and
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configured within your account so if you
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have any trouble with this please reach
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out to our support team we’d be more
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than happy to help and thank you so much
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