How to Integrate ClickFunnels With ZenPlanner

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YouTube Transcript: English (auto-generated)

00:03
this is mark with click models and in
00:05
this video I’m going to show you how you
00:08
can integrate with Zen planner in your
00:10
clickfunnels account so the first thing
00:12
I’m going to make sure that I have is an
00:13
opt-in page and a Thank You page and
00:16
this could be in any fun with any number
00:18
of pages but on the page where you are
00:21
capturing your leads you’re going to
00:22
want to make sure that you have the same
00:26
fields that you’re going to have in your
00:28
Zen planner form so I’m going to go
00:31
ahead and show you in Zen planner what
00:34
you’re going to do so you got to make
00:36
sure that you first have a program under
00:40
programs here once you have a program
00:42
you would go to registration option this
00:44
is all under the setup menu click on the
00:46
program for which you want to add
00:48
prospects from your cliq bottles page
00:51
and you’re going to select the fields
00:54
that you want to have on your form so
00:57
you could use any number of fields here
00:58
I can have all these fields if I like I
01:02
just need to make sure that i also add
01:04
these to my clickfunnels page when i go
01:07
to my confirmation page and i’m going to
01:08
get the thank you page URL from my
01:13
funnel here for my thank you page
01:14
because that’s going to send the users
01:16
to this thank you page when they opt in
01:18
and then I’m going to need to go to the
01:20
widget and what I’m going to do is grab
01:23
this URL here and I’m going to copy that
01:26
and actually open that in another tab
01:28
and this part gets a little bit tricky
01:29
you may need a developer to help you out
01:31
with this you’ll notice that this isn’t
01:34
updated because I need to save the
01:37
changes here so make sure you do that if
01:40
i refresh the page it’ll show all these
01:42
fields here as well now you’ll notice
01:46
that these are radio buttons so these
01:48
actually aren’t going to submit to zen
01:51
planner so I’m not going to be adding
01:53
that to my clique balls page the only
01:55
feels that are going to submit are the
01:57
text input fields so I’m going to go
02:00
ahead and update this form it looks like
02:02
this one is a date selected now they
02:05
just has this date picker here so this
02:07
should work just one that’s a text input
02:08
input field as well so let’s go ahead
02:12
and remove gender here I’m going to save
02:14
changes again and refresh the page so
02:17
there now you can see I have all these
02:18
fields and I’m going to right-click just
02:22
anywhere on this field and click inspect
02:24
and this isn’t going to bring up the
02:26
inspector where you see all the code and
02:28
like i said this part gets a little bit
02:31
tricky but where you’re going to want to
02:33
look for is where it says form ID and
02:35
you’re going to need this entire element
02:38
basically so i’m going to right click
02:40
that copy copy element i can go ahead
02:44
and close this out then i go back to my
02:47
clique bones page in the editor open the
02:50
email and i’m going to go ahead and
02:52
remove this that’s what i was using
02:54
before and i’m going to select HTML form
02:58
integrate existing form and i’m going to
03:01
paste this code in parson save and it
03:04
looks like it’s found some script so i’m
03:05
going to need to remove that javascript
03:07
and you can see here there’s the script
03:13
so now i’m going to click parson save
03:16
and then i’ll go down here and i can
03:19
sync up these fields but you’ll notice i
03:21
don’t have all the same field so i’m
03:22
going to need to make sure that i add
03:24
these right here so i’m going to go
03:26
ahead and just duplicate a few fields so
03:31
that i can make sure I get the right one
03:33
so this is I’m going to need an address
03:36
company name and birth date so that’s
03:38
what these are going to be so this is
03:40
going to be an address field and what
03:44
change this to enter your address and
03:47
i’m going to change this to company name
03:53
and change this to a custom field which
03:57
is all the way at the bottom just call
03:59
this company make sure you fill this
04:02
custom type input field out here and
04:04
then this is going to be birthday that’s
04:07
also going to be a custom field so I’m
04:10
going to just call this birthday into
04:14
your birthdate there and now we should
04:18
be good to go so what I’m going to need
04:20
to do is actually come back in here when
04:22
i click parson save web form one more
04:23
time to update these fields and i can
04:25
sync these fields make sure I get the
04:28
right one there email phone address and
04:34
then this one is company and birthday so
04:40
now those fields are synced I’m going to
04:42
click Save open this an incognito window
04:45
to test and I’m gonna do the first name
04:49
John last name smith test email test
04:52
phone number test address company name
04:56
and let’s just do one 1 i’m only four
05:01
years old apparently today click Submit
05:03
and something happened and I know
05:09
exactly what it was so i’m going to show
05:12
you the air so that you can avoid this
05:14
air you’re going to go here and you’re
05:18
going to find where it says action right
05:21
here in the code you’re actually going
05:23
to need to get your entire Zen planner
05:25
URL for this page let me go back to zen
05:28
planner and you’ll see it’s this URL up
05:34
here that I need so I’m going to go here
05:37
and then I’m going to highlight what’s
05:38
we’re already here and paste over that
05:41
and save it actually I’m going to need
05:46
to actually parse and save the web form
05:48
again I’ll have to do this again make
05:52
sure that this is all synced up
05:53
correctly one more and click save and
06:06
now I can test this out
06:23
and this should go through takes me to
06:27
my thank you page and the contact is
06:31
going to get added to my Zen planner
06:34
account if I go to people prospects and
06:39
you can see here here’s the contact that
06:43
I just add it in so the contact is now
06:46
in Zen planner and I should be able to
06:50
see there’s the birthday I entered and
06:52
the phone number and I added some other
06:56
fields as well but it looks like those
06:57
aren’t displayed on this screen so i
06:59
would have to you know look at other
07:02
fields in zen planner to see those but
07:04
that is going to be how you integrate
07:06
with Zeb hunter

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