Quick Actions allow you to create instant automations on your ClickFunnels pages. By implementing Quick Actions, you can instantly respond to user interactions, streamline your lead capture process, and personalize user experiences based on their actions. This article will guide you through the process of adding Quick Actions to site pages, theme pages, landing pages, and funnel pages in ClickFunnels.
Table of Contents
- Requirements
- Accessing Different Page Types
- Adding Quick Actions to Pages
- Managing Quick Actions
- Additional Information
Requirements
- An active ClickFunnels account
- The Automations app
- An existing Page, such as a landing page, theme page, site page, or funnel page, is created within ClickFunnels workspace.
Accessing Different Page Types
Before adding Quick Actions, you need to access the appropriate page. Here’s how to navigate to different page types in ClickFunnels:
- From the main dashboard, click on Workspace Settings in the bottom left sidebar.
- In the Workspace Settings menu, select Pages.
- You’ll see a list of all your pages, categorized by type:
- Landing Pages
- Theme Pages
- Site Pages
- Funnel Pages
Adding Quick Actions to Pages
- Once you’ve located your desired page, click the lightning bolt (⚡) icon to open Quick Actions.
- Select Add Quick Action from the popup.
- Choose a trigger for your Quick Action:
- “Opts-in on page”
- “Views the page”
- Select an effect that will occur when the trigger is activated.
-
Use the toggle switch to activate your Quick Action.
After activating a Quick Action, test it to ensure proper functionality. Simulate the trigger action (e.g., view the page or opt in) and verify that the intended effect occurs.
To learn more about effects and triggers, refer to our How to Manage Quick Actions
Managing Quick Actions
Adding Multiple Quick Actions
- Click the lightning bolt icon again.
- Select Add Quick Action.
- Set up the new trigger and effect.
- Repeat for each additional Quick Action you want to create.
Removing a Quick Action
- Open Quick Actions by clicking the lightning bolt icon.
- Hover over the Quick Action you want to remove.
- Click the red cross icon (X) that appears on the right side.
Additional Information
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