Actionetics MD Adding a New SMS Step

ClickFunnels™ Helpdesk Support Video

ClickFunnels™ Gives You EVERYTHING You Need To Market, Sell and Deliver Your Product Online!

:arrow_right: Start Your Free 14 Day Trial

Sign-Up Takes Less Than 60 Seconds.

YouTube Transcript: English (auto-generated)

00:00

[Music]

00:04

hey there it’s Irina Z and in this video

00:07

we are going to go over action edits MD

00:10

adding a new SMS step so first what

00:13

you’re going to do is go over to your

00:15

action ex tab and you’re gonna go over

00:17

to your follow up funnels when you’re in

00:19

this window you’re gonna go ahead and

00:20

create a new follow up funnel and we’re

00:23

gonna call this a text demo you will

00:26

also then select a list that you want

00:28

this follow up funnel to be configured

00:31

with so for example purposes we’ll just

00:33

go ahead and select this list and create

00:37

a four a little funnel when you’re in

00:38

your follow up funnel what you’re gonna

00:40

want to do is go ahead over to text

00:41

messenger and select the text messenger

00:44

stuff and the action you’re gonna want

00:46

to send is to send an SMS then you’ll

00:48

click continue if you have not

00:50

configured your Twilio account yet

00:52

please do so and you’ll be able to

00:54

select it here you could also go ahead

00:56

and connect an account by filling out

00:58

this information and saving it so if you

01:00

have already connected your account

01:02

you’ll be able to go ahead and just

01:03

select it and click Save and continue

01:06

and the next window is where you are

01:09

going to set up your text message so for

01:12

here I’ll call this SMS demo the next

01:15

step will be when you want to trigger

01:16

the action so how many days after this

01:18

follow-up phone will start should this

01:20

message be sent out to your customers

01:22

you’ll go ahead and select there’s a

01:25

little drop-down right here you can

01:27

select how many days you would like it

01:28

to send out to so for example purposes

01:30

we’ll just go with day three and in the

01:34

SMS this would be the message right here

01:36

so enter your message right down here

01:39

you’ll be able to select a push window

01:40

which is an optional feature to set

01:42

specific times to show this message to

01:44

your audience so if you wanted to do

01:46

that you could go ahead and add a push

01:48

window and the next optional feature is

01:50

adding a filter rule so by default we’ll

01:53

send this to everyone on the list but

01:55

you can restrict the step to contacts

01:57

that meet certain set of rules and you

01:59

would be able to do so by adding a

02:01

filter right here after you have

02:03

completed this form you will go ahead

02:06

and click Save and right over here

02:08

you’ll then end up on this page so as

02:12

you can see right here this

02:13

a text demo and we’ll be using Twilio to

02:16

send the text and we’re going to be

02:19

sending an SMS and it’s going to be

02:21

triggered in three days based on the

02:22

setup that we have just configured you

02:25

can of course set this up to hours or to

02:28

be sent immediately okay and what you’re

02:31

going to want to do is go ahead and make

02:32

sure that you click this button to make

02:34

it live and there you go there you have

02:36

it

02:37

here is your text it has been set up and

02:40

configured within your account so if you

02:44

have any trouble with this please reach

02:46

out to our support team we’d be more

02:47

than happy to help and thank you so much

ClickFunnels™ Gives You EVERYTHING You Need To Market, Sell and Deliver Your Product Online!

:arrow_right: Start Your Free 14 Day Trial

Sign-Up Takes Less Than 60 Seconds.