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 look at follow up
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funnels and adding an active campaign
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step to your follow up funnel so first
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what you’re going to want to do is make
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sure that you have your active campaign
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successfully integrated in as you can
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see right here have a demo account
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integrate it in for active campaign then
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you would just follow the steps to
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integrate it using API so the next thing
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that you’re going to do is go over to
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your action etics follow up funnels when
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you’re in your follow funnel so you
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could either start a new follow up
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funnel for this or you could use an
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already existing follow up funnel so for
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example purposes we’ll just use an
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existent one and add a active campaign
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step to it so you’re going to want to do
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is go ahead and add a new step and
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you’re going to search for active
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campaign as you can see there are
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different integrations you could add in
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but we’re looking for is active campaign
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what you can do is search the apps and
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here it is active campaign once we have
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select an active campaign we’ll be able
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to do a couple different things we could
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add to lists we can add to a list of the
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tag delete from a list or remove a tag
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so in this example we’ll go ahead and
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add to a list now the next screen that
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you will see is to select your active
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campaign account so we have already
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integrated ours right here but if you
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have not done so you’ll be able to do so
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by connecting an account with this
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button so in this case since we have
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already integrated and it is selected
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with a little checkmark we’ll go ahead
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and save and continue and we’ll end up
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in this other screen so in this screen
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is the setup for active campaign for the
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action we’re going to give it a name
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and we are going to choose when we want
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it to trigger so you could choose to
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have a trigger with immediately within a
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certain amount of days or hours so in
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this case we’ll go ahead and set it to
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zero so that the action is taken
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immediately and then we’re going to
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choose a list to add it to now as you
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can see I’m not able to drop anything
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down because I do not have a list set up
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but what you’ll be able to do is select
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a list right over here you’ll also be
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able to set up a push window which is an
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optional feature but it would let you
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set
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specific times to show this message to
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your audience the second optional
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feature is adding filter rules so by
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default we’ll send this to everyone on
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your list or you can restrict the step
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to contacts that meet a set of rules and
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you’ll be able to add the filter for the
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rules right over here and then you will
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go ahead and click Save now you have
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successfully set up an action for active
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campaign on this step you’re gonna make
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sure that everything is in place before
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making it go live so as you can see this
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is our follow up funnel we have an
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active campaign integration which is the
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third party integration we’re going to
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add to a list so right here would add to
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a list you’ll be able to see the list
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you selected which we did not select in
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the previous step because there was no
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list but you’ll be able to see your list
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and you can see that it’s triggering
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immediately after the initial start of
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the follow-up funnel so this right here
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you’ll also be able to set to your
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liking whether it’s days or hours later
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once you have set all of this up you’ll
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go ahead and make this live and you have
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now completed setting up an active
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campaign step in your follow-up funnel
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if you run into any trouble with this
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please reach out to our technical
03:18
support team weaving more than happy to
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help thanks so much
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