[ClickFunnels Emails] How to configure the ClickFunnels email confirmation

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YouTube Transcript: English (auto-generated)

00:02
you
00:08
hey yeah you can click file support here
00:11
so in this video I’m just going to go
00:12
over how we can set up a email
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confirmation process that will work with
00:16
both action etics or a third-party
00:19
autoresponder so I currently have a
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funnel set up with a opt in step
00:23
followed by a thank-you step and I have
00:26
a rule set up here that’s going to add
00:28
them to a list we could also go into the
00:31
editor go into settings integration and
00:33
be adding them to a list on a
00:35
third-party autoresponder however in
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this case I want to make sure that the
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only people who are actually added to
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those lists are valid contacts who have
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confirmed that they are interested in
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taking part in whatever sort of
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background thing I have setup here in
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order to do that will add two new steps
00:56
first we’ll add a confirmation step
01:06
and we can choose any opt-in template
01:09
that we want then I’ll add a second step
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and for this one we’re going to create a
01:28
second Thank You page
01:40
then we’ll go back to our original
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opt-in page we’ll go into the
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automations tap here and we’ll remove
01:47
the add to list action if you were using
01:51
a third-party autoresponder you would
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remove it from inside of settings
01:54
integration inside of the page editor
01:56
itself
01:58
we’ll then go to the confirmation step
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we’ll grab the URL to it go back to the
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opt-in step into automation instead of
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adding a new action to add them to a
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list here we will add a new email
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obviously we can choose from one of the
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more built out templates for this
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example though I’m going to use a very
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simple custom template that I have saved
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on my account we’ll open it up in the
02:30
editor make any required adjustments to
02:32
it
02:43
then we’ll provide a link to that
02:45
confirmation page this can be done with
02:48
a text element a image elements or a
02:50
button in this example I’m just going to
02:54
use a button we’ll save our changes and
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exit out of the editor and we’ll move
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the add to list automation to the
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confirmation page
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if we were using a third-party
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autoresponder we would go into the
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editor and go into settings integration
03:39
and add them to whichever list we want
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inside of that to the third project with
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a setup like this when they fill out
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this initial opt-in form they will still
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be created and saved as a contact inside
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of your click funnels profile however if
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you wanted to do any actual follow up
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with them like adding them to a list
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that will only take place if they submit
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a valid email here go check that email
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follow the link in it which will bring
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them then to this confirmation page
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where they can submit a second form
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again with just their email to confirm
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that they are actually interested in
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participating and then we can have any
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associated actions like adding them to
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lists connected to that second version
04:32
of the step if we’re using click on
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those we can also speed things up a
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little bit by going back to the
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confirmation page instead of using just
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a direct direct link to that step we can
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click on the publishing tab and use the
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click opt-in link
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by default it will be set up to use
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action etics if you were using a
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third-party autoresponder though you
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could select the autoresponder in
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question the only difference for each of
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them is it just uses a different merge
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tag at the end of the URL because
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obviously each autoresponder has its own
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merge tag option so we would copy that
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to our clipboard go back to the original
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opt-in step click on the automation tab
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open up the editor and swap out that
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direct link for the click opt-in links
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making sure we remember to save our
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changes with this setup like this they
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would now initially opt in here it will
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still create their contacts but it won’t
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do anything with it then if they throw
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and check their email and click the link
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in question it will behave as if they
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had filled out the step for this
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confirmation page any associated
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automations would fire but they would
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just immediately be taken to this second
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thank-you step the first thank-you step
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would probably include copy that would
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just encourage them to go back and check
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their email and the second thank-you
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page would let them know that they have
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successfully opted in to your your
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campaign or whatever your offer is even
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without action etics you are still able
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to send an email a basic confirmation
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email via the automation tab as long as
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you have an SMTP provider integrated you
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could still do this however using just a
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third-party autoresponder if the
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autoresponder in question did not have a
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confirmation option built into it on the
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first page you would add them to a test
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or a potential list
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then you would go back to the
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confirmation and either provide a link
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directly to this which you would
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associate with that test list or if you
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go into the publishing tab and use the
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click optin option for whatever third
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party you were choosing to use and then
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you would set up the real list on this
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second confirmation page so they would
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initially be added to your test list the
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only follow-up associated with that list
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inside of your third party though would
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be to send one email which would direct
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them to this confirmation page then this
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confirmation page would add them to your
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real list which can have as much
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follow-up as you’d like associated with
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it so hopefully this helps clear things
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up a little bit in terms of how you can
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build a confirmation step using both
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action etics or adding a confirmation
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ability to a third-party autoresponder
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that does not already have it built in
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obviously though if you have some more
07:59
questions or anything like that
08:01
definitely go ahead and let us know in
08:02
support chat

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