[Official Training] How To Create A Follow-Up Funnel Email Messenger In ClickFunnels

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YouTube Transcript: English (auto-generated)

00:00

[Music]

00:04

hey there it’s Irina Z and in this video

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I’m going to show you how to set up an

00:09

email messenger step in a follow up

00:11

funnel so to do this there are a few

00:14

things that you need to keep in mind

00:15

that you need to have configured inside

00:18

of your clickfunnels account you need to

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make sure that you have set up your SMTP

00:22

that you are either on the action etics

00:25

or the action that XMD plan and that you

00:27

have a follow up funnel or you could

00:28

start from scratch and start with a

00:29

brand new follow up funnel and add a

00:31

step so you’d want to do this if you

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wanted to send an automatic broadcast

00:35

email to your subscribers in their

00:37

follow up sequence so what you’re gonna

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do first is go ahead and navigate over

00:42

to action etics and then select follow

00:44

up funnels now on this screen like I

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said earlier you can go ahead and add a

00:47

new follow up funnel and add the step to

00:49

a brand new follow up funnel or you

00:51

could go ahead and add this step to an

00:53

already existent follow up funnel and

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for this example we’re gonna go ahead

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and add a step to an already existing

00:59

follow up funnel so I’m gonna go ahead

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and click add new step and then I’m

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gonna give this step a name and I’m

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gonna select email messenger right over

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here by clicking this you’ll be able to

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go into the general settings of the

01:12

email messenger now on this page what

01:15

you’re gonna need to do is select which

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email integration you want to send from

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so this is the smtp that you want to

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send from then you’ll go ahead and enter

01:22

your firm name so this is going to be

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the name that’s gonna appear and display

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inside of your recipients inbox and

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right over here you could add filter

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rules now filter rules are an optional

01:34

feature so you can go ahead and add them

01:37

to restrict the step to only contacts

01:40

who meet a certain set of criteria but

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for this example we’re gonna go ahead

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and just remove the filter rules and go

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ahead and click Next on this page you’re

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gonna configure your message so you’re

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going to give it a subject you could

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also add a pre header and then right

01:54

over here you could choose an email

01:55

template so you can go ahead and choose

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a system provide a template or if you

02:00

already have a save template you could

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go under user and select your template

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for this example we’re gonna go ahead

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and select a system template you’ll be

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able to go ahead and edit the email make

02:10

any changes that you like and then go

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ahead and save and then preview

02:14

email by clicking this button right here

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now back in the message editor go ahead

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and click Next on this page you’ll be

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scheduling when this email messenger is

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going to go out so you can choose when

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you want to trigger it

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you could go out immediately or you

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could choose a delay of days and hours

02:32

right over here now for this example

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let’s say we want to send it to days

02:36

later the next thing that you’d want to

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do is go ahead and add a send window now

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send windows aren’t an optional feature

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and you could set specific times to show

02:45

this message to your audience now for

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this example we’re going to go ahead and

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remove the send window and go ahead and

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click review for sending now on the

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summary page what you’re gonna do is

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review your setup for the e-mail

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messenger you could look at the preview

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on the right-hand side you could also

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send yourself a test email you can go

03:04

ahead and save it as a draft or you can

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go ahead and make it live for this

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example we’re gonna go ahead and make it

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live and now we have successfully added

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an email messengers step to a follow up

03:15

funnel if you run into any trouble with

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this please reach out to our support

03:19

team may be more than happy to help

03:20

thanks so much

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