How to Trigger Workflows Based on Workflow Email Actions in ClickFunnels 2.0 | Step-by-Step Tutorial
Hey there, ClickFunnels 2.0 users! In this guide, we’re diving into a newly released feature that enhances the power of workflows in ClickFunnels 2.0. Now, you can trigger workflows based on actions taken within workflow emails, including when a workflow email is sent, opened, or clicked. If you’ve ever wanted more precise control over how and when your customers engage with your emails, you’re in for a treat.
Let’s walk through exactly how to set up these triggers and get your workflows running smoother than ever.
What Are Workflow Email Triggers?
Workflow email triggers allow you to kickstart a new workflow based on specific customer interactions with emails inside your existing workflows. These triggers help you create tailored experiences based on actions your customers take, such as:
Step-by-Step Guide: Setting Up Workflow Email Triggers
Step 1: Navigate to Automations
First, log in to your ClickFunnels 2.0 account and navigate to the Automations tab on the left-hand navigation panel. Once there, click on Workflows. This is where you’ll set up or edit workflows that can trigger based on email actions.
Step 2: Choose a Workflow
Now, select an existing workflow to edit, or create a new workflow if you’re starting fresh. Either option works just fine with these new triggers.
Step 3: Add a New Trigger
At the top of the workflow, click on the Triggers section, which is marked by a little lightning bolt icon. After that, click Add a Trigger, and a new popup will appear where you can set up the event type.
Step 4: Select the Trigger Type
In the Event Type dropdown, scroll down until you see three new options, all labeled “Send Email Step.” While they’re all similarly named, the actions they represent differ:
Step 5: Customize the Workflow Based on Trigger
Once you’ve selected the email action trigger, go ahead and specify which email from the workflow the trigger applies to. You can then design the follow-up actions inside the workflow, such as sending another email, assigning a tag, or triggering another event.
Step 6: Add Multiple Triggers (Optional)
Want to create more complex workflows? You can easily add multiple triggers. For instance, you can create different pathways for customers who open an email versus those who click on a link inside it.
To add another trigger, simply click Add a Trigger again and select the next action you want to include. Repeat this process for as many triggers as you’d like to set up.
Step 7: Enable the Workflow
Once all your triggers and steps are set, don’t forget to make your workflow live! Head over to the Status toggle on the right side of the screen and click Enable. This ensures that your workflow is ready to run whenever the trigger conditions are met.
Benefits of Using Workflow Email Triggers
Utilizing email-based triggers in your workflows offers a range of benefits:
- Increased Engagement: By creating workflows based on customer actions, you can keep them engaged with personalized follow-ups.
- Targeted Communication: Customers who click a link might need a different follow-up than those who only open an email. These triggers allow you to send the right message to the right person.
- Automation Power: This feature saves you time by automating tasks based on customer interaction, helping you focus on other parts of your business.
Troubleshooting Common Issues
1. Workflow Not Triggering
If your workflow isn’t triggering as expected, first verify that the workflow is enabled. Go to the Status toggle on the right side of your workflow and ensure it’s switched to Enabled.
Also, double-check the trigger setup. Ensure the event type is correctly selected (Email Sent, Email Opened, or Email Clicked) and that you’ve chosen the correct email within the workflow.
2. Duplicate Workflows Triggering Unintentionally
If your workflow is triggering multiple times unexpectedly, review whether multiple triggers have been set for the same event (e.g., both “Email Opened” and “Email Clicked” may fire if the user opens and then clicks the email). If this behavior isn’t intended, consider streamlining the number of triggers.
3. Trigger Not Firing for Specific Email Links
If you’re expecting a workflow to trigger based on a specific link being clicked inside the email, note that ClickFunnels currently does not support link-specific triggers in workflow emails. The “Email Clicked” trigger applies to any link inside the email. Ensure you have this understanding when setting up triggers based on clicks.
4. Workflow Not Responding to Customer Actions
In some cases, email triggers may fail to fire if the email client used by the customer blocks tracking pixels or if JavaScript tracking is disabled. If you suspect this is the case, consider monitoring the email performance using a different email client or conduct A/B testing on email formats.
5. Workflow Trigger Delays
If there’s a delay in workflow triggers, this might be due to the time it takes for email open and click data to be processed by ClickFunnels. Allow a small buffer for actions to be recognized, especially in cases of heavy workflow traffic.
6. Testing Triggers in a Live Environment
Always test your workflows in a live environment using real emails and actions to ensure everything works smoothly. If you encounter issues during testing, try simplifying the workflow by reducing the number of triggers or steps to isolate the problem. From there, you can re-add steps as necessary.
Final Thoughts
The new group subscription feature in ClickFunnels 2.0 is a game-changer for managing your community. By giving members the power to choose which groups they want to join, you’re not only enhancing their experience but also making your content more effective. So, go ahead and enable this feature to see your community engagement soar!
If you have any lingering questions or need further assistance, feel free to reach out for support. And don’t forget to subscribe to our Tech Time newsletter for more tips, tricks, and guides sent directly to your inbox every Monday.
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 set a workflow to trigger based on multiple email actions?
Yes, you can add multiple triggers to the same workflow, allowing you to base actions on sent emails, opens, and clicks.
How do I know which email action my workflow is triggered by?
Once you set up the trigger, it will clearly display the trigger event (e.g., “Email Clicked”) inside the workflow, so you’ll always know which action kicks off the workflow.
What happens if a customer clicks on an email but doesn’t open it?
If the link is clicked without the email technically being “opened” (this can happen with some email clients), the click trigger will still activate the workflow. However, the “opened” trigger would not fire.
How can I check if my workflow email triggers are working?
You can monitor workflow performance inside the Automation tab, where you can view how many people have triggered a specific workflow based on email actions.
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