Automations: How to Manage Quick Actions

Quick Actions allow you to automate tasks across your ClickFunnels workspace. Use them to automatically tag contacts, send emails, or perform other actions based on specific triggers. In this article, we will explore Quick Actions and how you can use them to create instant, one-step automations.

Table of Contents

• Requirements
• What are Quick Actions?
  • Use Cases for Quick Actions
• Differences Between Workflows and Quick Actions
• Accessing Quick Actions
• Triggers and Effects in Quick Actions
  • Triggers
  • Effects
• Add Quick Actions in Pages
• Add Quick Actions to your Pipeline Stages
• Add Quick Actions to Products
• Managing Multiple Quick Actions
  • Adding More Quick Actions
  • Removing Quick Actions
• Additional Information

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Requirements

• An active ClickFunnels account
• The Automations app

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What are Quick Actions?

Quick Actions are simple, one-step automations that trigger specific actions based on user interactions within your Landing Pages and Pipelines. These automations allow you to instantly respond to user behavior with a variety of predefined actions. Each Quick Action consists of:

• a trigger (an event that initiates the action).
• an effect (the resulting action taken by the system).

Use Cases for Quick Actions

Quick Actions are ideal for scenarios where you need immediate, targeted responses tied to individual Landing Pages or Pipeline stages. For example, you might want to:

• Trigger a welcome email when someone opts into a specific Landing Page
• Add a contact tag when a lead moves to a particular stage in your Pipeline
• Notify your sales team when a prospect completes a high-value action

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Differences Between Workflows and Quick Actions

Workflows are better suited for complex, multi-step automations that span across your workspace, while Quick Actions are better at providing immediate, targeted responses to specific user interactions within Landing Pages and Pipelines. Both tools have their place in an efficient marketing and sales strategy, often complementing each other to create a comprehensive automation system. Here’s a quick comparison between both features:

Workflows:

• Can be applied across multiple areas of your workspace.
• Often involve multiple triggers and a sequence of actions.
• Ideal for complex automation sequences involving various stages or multiple actions.
• Provide more flexibility for intricate, multi-step processes.

Quick Actions:

• Applied directly to individual Landing Pages or Pipeline stages.
• Quick and easy to set up with a single trigger and action.
• Suitable for simple, location-specific automation needs.
• Offer immediate response to user interactions.

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Accessing Quick Actions

1. Click Automations app from the left-side navigation menu. Please visit our article Adding Apps to Your ClickFunnels Workspace for detailed information on how to add apps to your navigation menu.
2. In the submenu that appears, select Quick Actions.
3. This will take you to the Quick Actions page, displaying an overview of your existing Quick Actions.
4. You can filter your Quick Actions by selecting All, Pages, or Pipeline Stages from the tabs at the top of the main content area.

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Triggers and Effects in Quick Actions

Quick Actions in ClickFunnels are composed of two key components: triggers and effects. Understanding these components is crucial for effectively automating your marketing and sales processes.

Triggers

Triggers are specific events or actions that initiate a Quick Action. They act as the “if” part of an “if-then” statement. When a trigger event occurs, it prompts the system to execute the associated effect.

For Landing Pages, triggers include:

• Opts-in on page: This trigger activates when a visitor submits a form on your landing page, typically providing their contact information.
• Views the page: This trigger fires when a visitor loads and views your landing page, regardless of whether they take any further action.

For Pipeline Stages, triggers include:

• Enters pipeline stage: This trigger activates when an opportunity (usually a potential sale or lead) moves into a specific stage of your sales pipeline.
• Exits pipeline stage: This trigger fires when an opportunity moves out of a particular stage in your pipeline.

Effects

Effects are the actions that ClickFunnels performs in response to a trigger. They represent the “then” part of the “if-then” statement. When a trigger event occurs, the system automatically executes the specified effect. For example, you might set up a Quick Action where the trigger is “Opts-in on page” and the effect is “Send MessageHub message”. This would automatically send a welcome email to anyone who submits a form on your landing page.

Effects (for both Pages and Pipeline Stages):

• Send MessageHub message: Sends an automated message through your MessageHub system. You can customize the content of the message to suit your specific needs, whether it’s a promotional offer, a reminder, or any other important information.
• Send asset: Delivers a digital asset (like a PDF, image, or document) to the contact. You simply select the asset you wish to send from your ClickFunnels account, and it will be delivered to the contact automatically when they reach this step in the workflow. This is particularly useful for delivering lead magnets or follow-up resources after a user takes a specific action.
• Trigger a workflow: Initiates a pre-defined workflow in your ClickFunnels system.
• Add/remove contact tag: Applies or removes a tag from the contact’s profile for segmentation purposes.
• Add note: Adds a note to the contact’s record for future reference.
• Notify team member(s): Sends a notification to specified team members about the triggered action.
• Create opportunity: Generates a new opportunity in your pipeline.
• Enroll contact in course: Automatically enrolls the contact in a specified course.
• Unenroll contact from course: Removes the contact from a specified course.
• Grant community access: Provides the contact access to a community platform.
• Revoke community access: Removes the contact’s access to a community platform.

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Add Quick Actions in Pages

1. Navigate to your desired page in ClickFunnels. Quick Actions can be added to site pages, theme pages, landing pages, and funnel pages.
2. Look for the lightning bolt icon (⚡) next to the page name and click it to open the Quick Actions menu.
   
3. Click the Add Quick Action button.
4. Choose a trigger for your Quick Action. For pages, you can select either “Opts-in on page” or “Views the page”.
5. Select an effect that will occur when the trigger is activated.
6. Activate your Quick Action using the toggle switch.

For more detailed instructions, please refer to the How to Add Quick Actions to ClickFunnels Pages article.

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Add Quick Actions to your Pipeline Stages

1. Navigate to the Opportunities app in your ClickFunnels dashboard.
2. Locate the pipeline stage where you want to add a Quick Action.
3. Click the lightning bolt icon (⚡) next to the stage name.
   
4. Select Add Quick Action.
5. Choose a trigger: “Enters pipeline stage” or “Exits pipeline stage”.
6. Pick an effect (e.g., send message, add tag).
7. Activate the Quick Action using the toggle switch.

For more detailed instructions, please refer to the How to Add Quick Actions to Pipeline Stages

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Add Quick Actions to Products

1. Navigate to the Products section in your ClickFunnels dashboard.
2. Find the product you want to add a Quick Action to.
3. Click the lightning bolt icon (⚡) next to the product name.
   
4. Select Add Quick Action.
5. Choose a trigger for your Quick Action. For products, triggers include:
   • Makes a purchase
   • Cancels subscription
   • Updates credit card
   • Payment fails
6. Select an effect that will occur when the trigger is activated.
7. Activate your Quick Action using the toggle switch.

For more detailed instructions, please refer to the How to Add Quick Actions to Products

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Managing Multiple Quick Actions

Adding More Quick Actions

1. Click the lightning bolt icon again and Add Quick Action.
2. Set up the new trigger and effect as desired.
3. Repeat this process for each additional Quick Action you want to create.

Removing Quick Actions

1. Click the lightning bolt icon again to locate the Quick Action you wish to remove.
2. Hover over the Quick Action entry.
3. Click the red cross icon (X) that appears on the right side.
   

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Additional Information

• How to Create a Workflow
• How to Create a New Funnel
• How to Add Quick Actions to ClickFunnels Pages
• How to Add Quick Actions to Pipeline Stages
• How to Add Quick Actions to Products
• How to Manage Opportunities

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