[Official Training] How to add a text messenger step in ClickFunnels

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YouTube Transcript: English (auto-generated)

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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

02:14

than happy to help thanks so much

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