Creating Workflows

In this article, we will cover an Overview of Creating Workflows in Marketing. Below is a video to help you get started!

Table of Contents

• Requirements
• Workflows area
• Creating a Workflow
• From the Workflow editor
• Manually Trigger a Workflow for a Contact

Requirements

• An active ClickFunnels 2.0 account

In business, it is important to personalize the experience for your customers. That way, you can share specific information according to their specific needs. When customers visit your funnel, they might take different actions. Some will only visit your page; others will submit their information, others will buy your products, etc.

The Workflows feature in ClickFunnels 2.0  allows you to set triggers based on the customer’s activity. For example, you could send automated emails to the visitors who submitted their information.

Workflows area

1. From the left side menu, click on **Marketing.
   

2. Click on Workflows.
   

3. You can display your workflows according to these tabs:
   
   1. All
   2. Live
   3. Draft
   4. Imported
   5. Archived
4. From the right side of the screen, you can:
   
   1. Sort workflows alphabetically or from oldest to newest and vice versa.
   2. Filter your workflows according to their names or date of creation.
   3. Change the view of the icons

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Creating a Workflow

1. From the right side of the Dashboard, click on Add new workflow.
   

2. Add a name for the workflow and select a Run type. To save changes, click on Create Workflow, otherwise, click on Discard changes.
   

3. Click on the No Trigger set to add your first trigger.
   

4. Click on + Add a trigger.
   

5. From this tab, you need to choose:
   
   1. Toggle the button to enable/disable your trigger.
   2. The event type: Calendar event - Contact registered, Successful purchase, Opt-in, or Page view. For this example, I used Opt-in.
   3. Select the name of the funnel
   4. Select the name of the page.
   5. To save changes, click on Create Trigger. Otherwise, click on Discard.

6. Once you have created your trigger, click on the + symbol to add the action that will be triggered.
   

7. In the right side tab, you will see the option to Send Email, to send a single email message.
   

8. The available actions to keep growing your workflow are:
   
   1. Conditional split path. You can create a different path according to the customer’s actions.
   2. Add a Split test. You can split your traffic into another version of your page.
   3. Add a Delay. Set a delay time for your emails to be sent.
   4. Trigger another workflow. You can start another workflow.
   5. End path. This will be the endpoint for your workflow.
   6. Conditional goal. Customers will be taken to this step when they meet certain conditions.
9. The internal actions that can be added are:
   
   1. Tag Contact. To add or remove tags to your customers according to their actions on your funnel.
   2. Add note. You can add notes to specific contacts.
   3. Notify. You can be notified via email when a customer meets certains conditions.
   4. Create an affiliate. (coming soon)
10. Other actions that can be set from here are:
    
    1. 3rd party integration. Connect your workflow with a supported integration.
    2. Webhook. Add webhooks to your workflow to track information.
    3. Enroll. Enroll your customers in a course.
    4. Unenroll contact. Unenroll a contact from a course.

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From the Workflow editor

You will find these features within the Workflow editor.

1. The Analytics button will show the sales information.
   

2. You can change the name of your workflow using the Settings button.
   

3. This button is for enabling/disabling your workflow.
   

4. The three-dots menu will allow you to show the analytics tab or a mini-map of your workflow. Also, it gives you the option to Back populate.
   

5. Back populate is helpful if you want to include contacts that existed before the workflow was created.
   

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Manually Trigger a Workflow for a Contact

Workflows can also be manually triggered for a contact in the Contact’s area.

1. On the left side menu, click on Contacts.
   

2. Click on the desired contact.
   

3. Click on the Marketing tab and then click the Add to Workflow link.
   

4. Select the Workflow you want to trigger for this contact and click on Perform Run Workflow Action.
   

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