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How to Set Up SMS Opt-in Notifications for Free in ClickFunnels 2.0 - Step-by-Step Guide

Hey there! My name is Tyson from Repair My Funnel, and today we’re going to walk you through how to set up SMS notifications in ClickFunnels 2.0 using Zapier. SMS notifications are crucial for staying on top of your leads and ensuring timely communication. While ClickFunnels offers paid options for SMS notifications through services like Twilio and Bandwidth, we’ll show you a way to set it up for free using Zapier. Let’s dive in!

Understanding SMS Notifications in ClickFunnels 2.0

SMS notifications in ClickFunnels 2.0 are automated text messages sent to you when a specific event occurs, such as a new lead opting in. These notifications help you respond quickly to potential clients, ensuring you don’t miss out on any opportunities. For example, if you’re a real estate agent collecting leads, SMS notifications can alert you immediately when someone shows interest, allowing you to follow up promptly.

Why Use Zapier for Free SMS Notifications?

ClickFunnels 2.0 has built-in options for sending SMS notifications, but these typically require integration with paid services like Twilio or Bandwidth. However, using Zapier, you can set up SMS notifications for free. Zapier offers a feature called “SMS by Zapier,” which allows you to send up to 15 SMS notifications per hour at no cost. This is a great solution for most users who don’t have a high volume of notifications. If your needs exceed this limit, you might consider upgrading or using a paid service.

Step-by-Step Guide to Setting Up SMS Notifications

Step #1: Accessing Team Settings in ClickFunnels 2.0

access team setting in clickfunnels 2.0

The first step to setting up SMS notifications in ClickFunnels 2.0 is to access your team settings. Start by navigating to your account name at the bottom left of the ClickFunnels dashboard. Hover over your team name and click on “Team Settings.” This will take you to a page where you can manage various team-related settings.

Step #2: Navigating to the Developer Portal

navigating to zapier inside of the developer portal

Once you’re in the team settings, look for the “Developer Portal” option on the left-hand side of the screen. Click on it, and then find and click on the “Zapier Integration” link. This section is a bit hidden, but it’s essential for connecting ClickFunnels with Zapier.

Step #3: Setting Up a Zapier Account

connecting zapier to clickfunnels 2.0

If you don’t already have a Zapier account, you can create one for free on the Zapier integration page. The free plan allows you to set up and manage your SMS notifications without any cost. Once you’ve created and logged into your Zapier account, click on “Connect ClickFunnels to 6,000+ Apps” to proceed with the integration.

Creating the SMS Notification Zap

Step #1: Choosing the Trigger Event

setting up the event trigger for clickfunnels in zapier

Inside your Zapier account, you’ll need to set up a new Zap. The trigger event for this Zap should be “Contact Identified.” This event triggers whenever a new contact opts into your funnel, ensuring you get notified instantly. Select “Contact Identified” from the list of events and click “Continue.”

Step #2: Authorizing ClickFunnels Account

authorizing your clickfunnels account and workspace

Next, you’ll need to connect and authorize your ClickFunnels account in Zapier. Follow the prompts to log in to ClickFunnels and grant the necessary permissions. Once authorized, Zapier will pull in test data from your ClickFunnels account to ensure everything is set up correctly.

Step #3: Configuring the SMS by Zapier Action

add sms by zapier to the sequence

After setting up the trigger event, it’s time to configure the action. Search for “SMS by Zapier” and select it. The action event you’ll choose is “Send SMS,” which is the primary function of SMS by Zapier. Click “Continue” and follow the prompts to verify your phone number. This involves entering your number and a verification code sent to your phone.

Customizing the SMS Notification

Choosing the From Number

When configuring the SMS action, you’ll need to choose the “From Number.” You can select a random number or one of your verified numbers. Selecting a random number works fine as you’ll recognize the message content once it arrives.

Creating the Message Content

To create the message content, click into the message field. Here, you can use merge tags to pull in dynamic data from your ClickFunnels opt-in form. For instance, if you collect the first name, email, and phone number, you can structure the message like this:

First Name: {{First Name}}
Email: {{Email}}
​Phone Number: {{Phone Number}}

Make sure to only use merge tags for information you’re actually collecting on the opt-in page to avoid any issues with missing data.

Testing and Finalizing the Setup

Testing the SMS Notification

test sms by zapier integration

Once you have configured the message content, it’s important to test the SMS notification to ensure everything is working correctly. Click on the “Test” button in Zapier to send a test SMS to your phone. Check your phone to verify that the message arrives and that it contains the correct information. If the test is successful, you can proceed to the next step.

Publishing the Zap

publish your new zap

After successfully testing the SMS notification, you can finalize the setup by publishing the Zap. Click on the “Publish Zap” button in Zapier to activate your SMS notification workflow. The Zap will now be live, and you’ll start receiving SMS notifications whenever a new contact opts in through your ClickFunnels funnel.

Monitoring and Adjusting Notifications

Once the Zap is active, it’s important to monitor the notifications to ensure they are working as intended. If you notice any issues, such as missing information or failed notifications, you can return to Zapier to adjust the settings or troubleshoot problems. Regular monitoring will help ensure that your SMS notifications continue to function smoothly.

Troubleshooting Common Issues

While setting up SMS notifications using ClickFunnels 2.0 and Zapier is generally straightforward, you might encounter some issues. Here are a few common problems and their solutions:

  • Notifications Not Triggering: If the SMS notifications aren’t triggering, double-check that you have selected the correct trigger event in Zapier. Ensure that “Contact Identified” is set up correctly and that the integration with ClickFunnels is authorized.
  • Incorrect Data in SMS: If the SMS message contains incorrect or missing data, verify that you are using the correct merge tags. Make sure the fields you’re referencing in the message are being collected in your ClickFunnels opt-in form.
  • SMS Not Being Sent: If the SMS is not being sent, ensure that your phone number is verified in Zapier. Check for any restrictions, such as T-Mobile numbers not being supported, and consider using an alternative number like Google Voice if needed.
  • Zapier Account Limits: Remember that the free plan in Zapier limits you to 15 SMS notifications per hour. If you exceed this limit, you may need to upgrade your Zapier plan or consider using a paid service like Twilio.

Best Practices for SMS Notifications

To make the most of your SMS notifications, consider these best practices:

  • Concise Messages: Keep your messages short and to the point. SMS notifications are meant for quick communication, so avoid lengthy texts.
  • Relevant Information: Ensure that the messages contain relevant information that the recipient needs to know immediately.
  • Timely Responses: Aim to respond to SMS notifications as quickly as possible to maintain a high level of customer service.
  • Personalization: Use merge tags to personalize the messages, making them more engaging for the recipient.
  • Regular Reviews: Periodically review your SMS notification settings to ensure they align with your current needs and preferences.

Final Thoughts

In summary, setting up SMS notifications in ClickFunnels 2.0 using Zapier is a great way to stay on top of your leads without incurring additional costs. By following the steps outlined above, you can ensure that you receive timely notifications and can respond promptly to potential clients. This setup can significantly enhance your workflow and improve your overall efficiency.

If you have any lingering questions or run into any issues, feel free to reach out for support. And don’t forget to subscribe to our weekly newsletter for more tips, tricks, and updates around the ClickFunnels ecosystem.

Additional Resources

For further assistance and more in-depth guides, check out these resources:

If you need personalized help, contact our support team at support@repairmyfunnel.com.

Additional FAQs

Can I use any phone number for SMS notifications with Zapier?

Zapier supports most phone numbers, but T-Mobile numbers are not supported. Consider using an alternative like Google Voice if you encounter issues.

What happens if I exceed the free SMS limit in Zapier?

If you exceed the limit of 15 SMS notifications per hour, you will need to upgrade your Zapier plan or use a paid SMS service like Twilio or Bandwidth.

How can I ensure the accuracy of the information in my SMS notifications?

Verify that you are using the correct merge tags in your Zapier setup and that the fields you’re referencing are being collected in your ClickFunnels opt-in form.

Can I customize the content of my SMS notifications?

Yes, you can customize the content of your SMS notifications using merge tags in Zapier to pull in dynamic data from your ClickFunnels opt-in form.

What should I do if my SMS notifications aren’t being sent?

Ensure your phone number is verified in Zapier and check for any restrictions. If issues persist, review your Zapier setup and consider contacting Zapier support for assistance.

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Howdy, I'm Tyson

Owner Of Repair My Funnel

Figuring out how to grow your business online can feel like trying to solve a puzzle with half the pieces missing. That’s where I come in.

I’ve spent the last few years learning everything I can about funnels, websites, and online marketing, starting with ClickFunnels and expanding from there. Now, I help business owners like you cut through the noise, simplify the process, and build marketing systems that actually work—without getting lost in tech overwhelm.

Here on the blog, you’ll find practical, real-world strategies to help you get your online presence dialed in. Whether you’re setting up your first funnel, refining your website, or looking for smarter ways to attract and convert leads, you’ll find step-by-step guides, tool breakdowns, and proven tactics to make it happen.

And if you want bite-sized, actionable insights to help you grow your business each week, make sure to join the Spark & Scale Newsletter! Every Monday, I send out my best strategies to help you bring in more clients, optimize your systems, and scale—without the tech stress.

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