Getting Started with Workflows

Requirements

• An active ClickFunnels account

• The “Automations” app is added to the workspace

What is a Workflow in ClickFunnels?

A workflow in ClickFunnels is an automated sequence of actions triggered by specific user behaviors, such as opting in, making a purchase, or visiting a page. Workflows enable you to automate various tasks, such as sending emails, tagging contacts, enrolling in courses, or taking internal notes, without manual intervention. For instance, if a user opts into your funnel step, a workflow can automatically send them a welcome email, tag them for future marketing, and add them to a specific segment in the CRM.

Example:

Imagine you run an online course. When a user signs up for a free trial, you want to send them a welcome email, grant access to introductory course materials, and tag them as a “Trial User” in your system. After 30 days of their signup, you want to offer paid course modules and when they purchase, you want to unlock the modules automatically for the buyers. A workflow can automate all these steps, ensuring a seamless onboarding experience.

How ClickFunnels Workflows Work

Here’s a breakdown of the magic behind workflows:

• Triggers: These are specific events within your ClickFunnels that kickstart the workflow. Common triggers include opt-ins, successful purchases, page views, abandoned carts, and more.

• Actions: These are the automated tasks that follow the trigger. You can send emails, MessageHub messages, add tags to categorize leads, grant access to courses, or even trigger webhooks to connect with third-party tools.

• Workflow Builder: This visual interface allows you to drag and drop actions to create a customized sequence. Craft a personalized journey for your audience based on their interactions with your funnels.

What You Can Achieve with Workflows

The possibilities with ClickFunnels workflows are vast. Here are some powerful ways you can utilize them:

• Welcome New Leads: Send automated email sequences that nurture new subscribers and introduce them to your brand.

• Recover Abandoned Carts: Remind potential customers about forgotten purchases and nudge them towards completion.

• Segment Your Audience: Automatically segment your audience based on their actions, ensuring you send the right message to the right people at the right time.

• Post-Purchase Upsells: Offer complementary products or services after a purchase to increase customer lifetime value.

• Automated Lead Qualification: Use tags based on user behavior to categorize leads and send targeted communication.

• Trigger Drip Campaigns: Deliver personalized content based on page views, clicks, or other user actions.

• Integrate with Third-Party Tools: Connect with your CRM, email marketing platforms, and other tools to streamline your marketing processes and keep all your data in sync.

By leveraging these automated sequences, you can save time, engage your audience more effectively, and convert more leads into customers.

Adding the Automations App in the Workspace

1. From the main menu on the left, click on + Add an App to navigate to the Apps page.

   

2. Scroll down until you find the Automations app, then click on it.

3. Confirm your selection by clicking the Add App button.

Learn more about “Apps” and how to add an “App” to ClickFunnels in the Adding Apps to Your ClickFunnels Workspace article.

Setting Up Your First Workflow

ClickFunnels Workflows is a powerful feature that offers a user-friendly drag-and-drop interface to build an automated sequence. Imagine this: a potential customer abandons their cart after adding a product. With a simple workflow, you can automatically send a friendly reminder email showcasing the benefits of that product and nudge them back towards completion.

Here’s a quick glimpse of how easy it is to get started:

1. Navigate to Workflows: From your ClickFunnels dashboard, click the Automations app to access the Workflows.

2. Create a New Workflow: Click the Add Workflow button. Enter your workflow name and select the run type. Then click the Create Workflow button to confirm the creation. Afterward, You’ll then be directed to the workflow builder interface.

   

3. Choose Your Trigger: A trigger is the event that initiates your workflow. Select a trigger such as “Opt-In”, “Applied Tag”, “Order - Successful Purchase”, “Pageview” and many more.

4. Add Your Action: This is the automated response to the trigger. You can choose to send an email, add a tag for further segmentation, or even grant access to a course.

To learn step-by-step instructions on how to create and build a workflow visit the How to Create a Workflow article.

Triggering a Workflow from the Funnel Step

1. Access the Funnel: From your workspace navigation, click the Funnels menu and access the funnel you wish to link the workflow with.

2. Select the Funnel Step: Choose the specific funnel step (e.g., an opt-in page) where you want the workflow to be triggered.

3. Integrate Workflow: Next to the funnel step, click on the Lightning Bolt icon to add a new or existing workflow. This will open a dialog where you can select the appropriate workflow from the list. The workflow editor will open and a new trigger will be automatically created in the workflow.

   

   Learn more on how to create a new funnel in the How to Create a New Funnel article.

Workflows FAQs