ClickFunnels 2.0 Workflows

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ClickFunnels 2.0 Workflows are sequences that trigger when a user performs a specific action. 

For example, when someone opt-ins into your email list, the Workflow you have created sends them an automatic email.

Workflows can also be more complex. For example, whether someone opens your email can determine the next email or action that is performed.

Key Takeaways:

  • Create a Workflow to automate your marketing on ClickFunnels 2.0
  • Workflows can create leads and generate sales
  • Each Workflow can be customized and personalized to improve engagement 

What Can You Do with ClickFunnels 2.0 Workflows?

You can use Workflows to automate your marketing to follow up on leads.

Send automatic emails, split the path, set delays, trigger other Workflows, add tags, or add notes to your contacts profile using Workflows.

You will save time, improve customer experience, and generate sales by automatically following up on leads.

What Are the Benefits of Using Workflows on ClickFunnels 2.0?

  • Boost Conversions – Deliver customized email content at the right times to increase your conversion rate.
  • Improve User Experience – Integrate your Workflows with third-party tools, like email services, to create beautiful emails that resonate with customers.
  • Increase Engagement – Target specific customers based on their actions, so you can send the right messages that they can connect with. 
  • Generate Sales and Maximize Profit – Use split testing and split paths to divide your Workflow into two paths to minimize errors when launching new campaigns. Then, use this information to improve your Workflow.

What Is the Workflow Editor on ClickFunnels 2.0?

The Workflow Editor is the page on which you will create and edit your Workflow. 

When you open an existing Workflow or create a new one, you will see the editing screen.

Workflow Editor on ClickFunnels 2.0

We have numbered the different buttons and will explain their function and how to use them.

  1. Analytics – Click this button to show the analytics for your Workflow. You can filter this by date. Click again to hide the analytics. Alternatively, use the button listed under number 4.
  2. Settings – By clicking on this button, you can edit the name of your Workflow.
  3. Status –  Use this toggle button to enable or disable your Workflow.
  4. :: + Show – These toggles can hide and show your analytics (1) and mini-map (6).
  5. :: + Actions – Click Back Populate to edit your Back Populate settings. When you create a new Workflow, it will not trigger any old contacts which existed before the Workflow was created. If you want to add them, you can Back Populate the Workflow by selecting one of the options from the pop-out screen.
  6. Mini Map – This will show you an overview of your Workflow. You can hide and show the mini-map by clicking on the button or using the button on number 4.
  7. Zoom and Fit – Zoom in and out on your Workflow, or click Fit on Screen to resize the Workflow to fit your screen.
  8. These are your Workflow stages.

How to Create a Workflow on ClickFunnels 2.0

  1. Click Marketing from the side menu.
  2. Select Workflows.
  3. Click Add New Workflow.
Create a Workflow on ClickFunnels 2.0
  1. Name your Workflow and choose a Run Type.
There are three run types:
  • Multiple Runs Per Contact (Simultaneous) – The Workflow can simultaneously run multiple times per contact.
  • Multiple Runs Per Contact (Back to Back) – The Workflow can run multiple times per contact, back to back.
  • Only One Run Per Contact – The Workflow will only run once per contact.
  1. Click Create Workflow.
Now you will see your Workflow Editor screen.
  1. Click No Trigger Set to add your trigger.
  2. Click Add Trigger. This will open a pop-out screen.
open a pop-out screen
  1. Choose the Event Type.

The event type is the action the user needs to take to join the Workflow.

There are five Event Type options:

  • Calendar Event, Contact Registered – A user registers for a calendar event.
  • Applied Tag – A user has a tag applied.
  • Removed Tag – A user has a tag removed.
  • Order, Successful Purchase – A user makes a purchase.
  • Opt-in – A user opts in.

The most commonly used option will be opt-in, so this is what we will use for this example.

  1. Once you have selected Opt-in, choose the funnel and then the page within the funnel.
  2. Click Create Trigger.
  3. Toggle your trigger to Active and click the Close button.
click the Close button
  1. Hover over the circle, and a + button will appear.
button will appear
  1. Click the button, and a sidebar will appear.
sidebar will appear
  1. Now, you can choose your action by clicking on it.

There are several actions you can take.

  • Send
    • Send Email – Send a single email.
    • Send Sequence of Emails – Send a string of emails.
  • Workflow
    • Conditional Split Path – Split the Workflow into two branches based on a set of conditions.
    • Split Test – Split the Workflow into two branches based on a percentage of traffic.
    • Delay – Delay the next action by a set period of time.
    • Trigger Another Workflow – Enroll customers into another Workflow.
    • End Path – Create an end path.
    • Conditional Goal – Move a user to here when their condition matches.
  • Interaction Actions
    • Tag Contact – Add a tag to the contact.
    • Add Note – Add a note to the profile of the contact.
    • Notify – You will receive a notification when the user meets the conditions.
  • Other
    • Webhook – Share the information with an external application.
    • Enroll – Enroll the user in courses.

Top Tip: We recommend starting by tagging your user so you know what source they have opted in from.

  1. Continue to add and customize your steps.
  2. You can move your steps around by hovering over them, clicking and holding the :: button, and dragging them into your desired location.
Use Workflows in ClickFunnels 2.0
  1. Once you’re happy with your Workflow, change the Status toggle to Enable to activate and start collecting leads and generating sales.
marketing funnels

Frequently Asked Questions

Yes! If you want to maximize your sales and generate leads, then use ClickFunnels 2.0 Workflows to automate your marketing.

ClickFunnels 2.0 Workflows are triggered when a user completes an action. E.g., If a user opts into your mailing list, you can create a Workflow that will send the new user an email.

Workflows automate your marketing and are used to collect leads.

Bottom Line 

Use ClickFunnels 2.0 Workflows to create automated marketing funnels. This will save you time and ensure your marketing is optimized to generate leads and gain new customers.

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Samuel Fletcher
Samuel Fletcher is an entrepreneur with over ten years of experience in knowledge commerce, business development, SEO, social media management, and blogging. Sam enjoys researching and experimenting with the latest online marketing trends and tools. Beyond this, Samuel is a blogger, online business coach, and regular contributor to community and volunteering projects. Samuel believes strongly that dedication, perseverance, and commitment are keys to success in any business. He was motivated to start SupplyGem after discovering how difficult it was to find good, honest, unbiased information online about knowledge commerce tools. Sam is a current member of the Association for Talent Development (ATD), the International Society for Performance Improvement (ISPI), ISA (the Association of Learning Providers), The Learning Guild, and the Training Magazine Network.

Disclosure: I am an independent ClickFunnels Affiliate, not an employee. I receive referral payments from ClickFunnels. The opinions expressed here are my own and are not official statements of ClickFunnels or its parent company, Etison LLC.

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