Creating Workflows

Andrew B

In this article, we will cover an Overview of Creating Workflows in Marketing.Below is a video to help you get started!

Prior to getting started, you will need to have the following:

  • A ClickFunnels 2.0 account.
  • A funnel is created.


In business, it is important to personalize the experience for your customers. That way, you can share specific information according to their specific needs.

When customers visit your funnel, they might take different actions. Some will only visit your page; others will submit their information, others will buy your products, etc.

The Workflows feature in ClickFunnels 2.0  allows you to set triggers based on the customer's activity. For example, you could send automated emails to the visitors that submitted their information.



Workflows area

  1. From the left side menu, click on Marketing.

  2. Click on Workflows.

  3. You can display your workflows according to these tabs:

    a.  All

    b.  Live

    c.  Draft

    d.  Imported

    e.  Archived

  4. From the right side of the screen, you can:

    a.  Filter your workflows according to their names or date of creation.

    b.  Sort workflows alphabetically or from oldest to newest and vice versa.

    c.  Change the view of the icons.

Creating a Workflow

  1. From the right side of the Dashboard, click on Add new workflow.

  2. Add a name for the workflow. To save changes, click on Create Workflow; otherwise, click on Discard changes

  3. Click on the No Trigger set to add your first trigger.

  4. Click on +Add a trigger.

  5. From this tab, you need to choose:

    a.  Toggle the button to enable/disable your trigger.

    b.  The event type: Calendar event - Contact registered, Successful purchase, Opt-in, or Page view. For this example, I used Opt-in.

    c.  Select the name of the funnel

    d.  Select the name of the page.

    e.  To save changes, click on Create Trigger. Otherwise, click on Discard.

  6.  Once you have created your trigger, click on the + symbol to add the action that will be triggered.

  7. The available actions for sending emails are:

    a.  Send a single email

    b.  Send a sequence of emails (coming soon)

  8. The available actions to keep growing your workflow are:

    a.  Add a Conditional split path

    b.  Add a Split test

    c.  Add a Delay

    d.  Trigger another workflow,

    e.  End path

    f.  Conditional goal (coming soon)

  9. The internal actions that can be added are:

    a.  Add/remove tags

    b.  Add notes to the contact profile

    c.  Create task (coming soon)

    d.  Set notifications,

    e.  Create an affiliate (coming soon)

  10. Other actions that can be set from here are:

    a.  Connect a 3rd party integration

    b.  Add webhooks

    c.  Enroll customers in courses

From the Workflow editor

You will find these features within the Workflow editor.

  1. The Analytics button will show the sales information.

  2. You can change the name of your workflow using the Settings button.

  3. This button is for enabling/disabling your workflow.

  4. The three-dots menu will allow you to show the analytics tab or a mini-map of your workflow. Also, it gives you the option to Back populate.

  5. Back populate is helpful if you want to include contacts that existed before the workflow was created.



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.