ClickFunnels™ Helpdesk Support Video
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[Music]
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hey there is Irina Z and in this video I
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want to show you how to set up a follow
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up funnel adding a text messenger step
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now in order for this to work what
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you’re going to need is to have
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direction of XMD you’re gonna need a
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Twilio integration and you would have
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needed to collect your customers phone
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number using the SMS signup element to
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collect the customers phone number as
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well as collecting a customer’s
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permission to be able to receive text
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message your correspondences from you
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first what you’re gonna do is go ahead
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and navigate over to our genetics and
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then navigate over to the follow-up
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funnels now in this example we’re gonna
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go ahead and add a step to and already
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existing follow-up form however you
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could start with a brand new follow-up
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funnel by clicking this button here
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we’ll head over to a follow-up funnel in
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our account and go ahead and add a new
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step to it here you’re gonna name the
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step and you’re gonna select text
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messenger as the built-in app action on
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this step you’re gonna enter the general
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settings for this so you’re going to
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select the Twilio SMS account right here
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so this would be the integration that
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you have integrated in you could add
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filter rules which is an optional
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feature right here after you’ve done
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this go ahead and click Next on this
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page you’ll configure your Twilio SMS so
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you select the SMS action right here
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which would be to send the SMS and then
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you’ll enter your message here keep in
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mind you could also add emojis inside of
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this field here and it’s a max of 255
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characters after you’ve done this go
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ahead and click Next on this page you’ll
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be able to schedule your SMS now you can
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choose when you want to trigger it with
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a delay of days or hours for this
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example we’ll just keep it at zero and
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you could also add send Windows which is
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an optional feature and this is going to
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set specific times to show this message
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to your audience now for this example
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we’re also going to leave this out but
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you can go ahead and read more about
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send windows next thing you’ll do is go
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ahead and click review for sending on
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this page you’ll be able to review your
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summary of settings and if everything
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looks great on your end go ahead and
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make it live by clicking this button
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here and that is how you would set up a
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follow-up funnel text messenger step if
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you run into any trouble with this
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please reach
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so our support team and they’d be more
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than happy to help thanks so much
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