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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I’m going to show you how to set up an
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email messenger step in a follow up
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funnel so to do this there are a few
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things that you need to keep in mind
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that you need to have configured inside
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of your clickfunnels account you need to
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make sure that you have set up your SMTP
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that you are either on the action etics
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or the action that XMD plan and that you
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have a follow up funnel or you could
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start from scratch and start with a
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brand new follow up funnel and add a
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step so you’d want to do this if you
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wanted to send an automatic broadcast
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email to your subscribers in their
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follow up sequence so what you’re gonna
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do first is go ahead and navigate over
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to action etics and then select follow
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up funnels now on this screen like I
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said earlier you can go ahead and add a
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new follow up funnel and add the step to
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a brand new follow up funnel or you
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could go ahead and add this step to an
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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
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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
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email messenger now on this page what
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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
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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
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feature so you can go ahead and add them
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to restrict the step to only contacts
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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
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over here you could choose an email
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template so you can go ahead and choose
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a system provide a template or if you
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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
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any changes that you like and then go
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ahead and save and then preview
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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
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right over here now for this example
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let’s say we want to send it to days
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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
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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
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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
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funnel if you run into any trouble with
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this please reach out to our support
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team may be more than happy to help
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thanks so much
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