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[Archived] Step-by-step guide to Creating a Workflow to Send an Email

Modified on Fri, 19 Jul at 9:20 AM

Using workflows to send an email can help deliver something of value, confirm a recent opt-in, or follow up with a new lead.  This can help to turn a lead into a contact. A workflow automates this process and can be triggered by a lead reaching a specific step, making a purchase, opting in, or several other triggers.


Requirements

  • An active ClickFunnels 2.0 account
  • Marketing Settings Configured

Step by Step Walk Through

Marketing menu

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

  2. Click on Workflows.

  3. Click on Add New Workflow.
    add_new_workflow.png

  4. Add a Name for your Workflow.
  5. For the Run type, you can select:
    • Multiple runs per contact (simultaneously ). It will run the workflow every time it is triggered, even if this happens simultaneously with another run for the same contact.
    • Multiple runs per contact (back to back). It will wait for the first workflow to finish before starting the next one.
    • Only one run per contact. It will run the workflow only once for a given email address.
  6. Click Create Workflow when you are finished.
    4-5-6.png

  7. You will be taken to the Workflow layout page.

  8. Click No trigger set to select a trigger.
    notriggerset.png

  9. Click on Add a trigger.
    addatrigger.png

  10. It is recommended to leave the Workflow inactive until you have it fully set up.  This is to avoid sending the workflow before it is ready.
  11. The Event Type lists potential triggering events for the workflow (adding or removing a contact tag, a successful purchase, a successful opt-in, or a pageview following an opt-in)
  12. Select the Funnel and page where you want to trigger your event from.
  13. Click on Create Trigger once you have completed these steps.
    10-13.png

  14. If you want this workflow triggered by another event, you can choose the Add a Trigger button again.
  15. You can edit your existing trigger with the edit button or activate it with the toggle to the right of the trigger.
  16. When satisfied with your triggers, click Close to close the popup window.
    14-15-16.png

  17. Click the plus button following the Workflow Triggers window to add an event.
    +symbol.png

  18. There are several options for what events you can set up, but in this example, we will use Click Send Email to set up this email event.
    sendemail.png

  19. Add a name for your email.
  20. Select a template.
  21. If you want to customize this template, click the checkbox for Design email.
  22. Add a Subject.
  23. Add a pre-headline.
  24. Select the From Address.
  25. Click on Create Step.
    email_example.png

  26. You will be taken to an edit page where you can edit your email template.

  27. Click on Save and exit when finished.
    saveandexit.png

  28. If you want to send a second email, we can add a Delay event by clicking on the plus sign after our example email.
    %2Bsign2.png

  29. Click on the Delay event.
    delay.png

  30. Set the delay to minutes, hours, days, weeks, months, or even years after the first email is sent. Click Create when finished.
    createdelay.png

  31. Congratulations! Now you know how to create a Workflow to send an email.

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