When an Automated Webinar is created it will automatically have many automations. You can manually add additional automations as well. These automatically triggered actions are great for keeping your audience engaged before, during and after your Automated Webinar.
This article will cover what those automations are and how they can be added, edited and/or removed from your Automated Webinar funnel.
Prior to getting started, you will need to have the following:
- An active ClickFunnels account
- A Twilio SMS account integrated with your ClickFunnels account (only if adding a new SMS text)
- An Automated Webinar funnel
- An SMTP integrated with your ClickFunnels account (only if adding a new email)
Method 1: Add New Action
1. Hover over the ClickFunnels tab located at the top of your ClickFunnels dashboard and click Funnels.
2. Select your Automated Webinar funnel from the list using the search bar or scrolling through the list.
3. Click the Automations tab located inside on the upper right-hand side of the Webinar Registration page.
Important Note: You’ll notice a number of email actions have been added automatically for your convenience. These email actions can be edited by clicking the edit button to the right of the action. They can also be deleted by clicking on the trash icon button to the right of the action.
4. Click the + Add New Action tab located at the bottom of the screen.
5. Give your action a name under the Name field.
6. Set the Condition for your action.
a. The options are:
- everyone
- missed webinar
- attended but missed offer
- saw offer but didn’t purchase
- purchased
7. Select your Integration. Currently, the only option is ClickFunnels Internal.
8. Select your desired Action To Do.
a. The options are:
- Add To List
- Remove From List
- Email Notification (SMTP integration required)
- Add Tag
- Remove Tag
b. If adding or removing from a list, select the desired list under the With… section.
c. If adding or removing tags, select the desired tag(s) under the Tags: section.
d. If sending an email notification, indicate to which email address the notification should be sent.
9. (Optional) Under the Action Delay tab, indicate how many hours and/or days you would like to delay the chosen action from taking place.
a. Alternatively, check the box at the bottom of the window to delay the action from the time the webinar event happens instead of when the webinar attendee opts in.
Important Note: If you would like your automated action to be triggered before the webinar event begins, enter a negative number. For example, entering -5 in the Delay Hours field will cause your action to be triggered five hours before the webinar event begins.
10. Click the Create Funnel Action button once you’ve finished making your selections.
Method 2: Add An Email
1. Hover over the ClickFunnels tab located at the top of your ClickFunnels dashboard and click Funnels.
2. Select your Automated Webinar funnel from the list using the search bar or scrolling through the list.
3. Click the Automations tab located inside the funnel on the upper right-hand side of the page.
*Important Note: You’ll notice a number of email actions have been added automatically for your convenience. These email actions can be edited by clicking the edit button to the right of the action. They can also be deleted by clicking on the trash icon button to the right of the action.
4. Click the + Add New Email tab located at the bottom of the screen.
5. Further steps for editing the automation emails can be found by visiting the article here.
Method 3: Add New SMS Text
- These steps are fully outlined in the following article on Adding New Automations.
If you have any questions about this, please contact our support team by clicking the support icon in the bottom right-hand corner of this page.
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