ClickFunnels SMS Automation
Instantly text new opt-ins a special offer, apply a clear tag for tracking, and follow up with email so more visitors claim and convert through your funnel.
Why This Workflow Matters
When a visitor opts in on your ClickFunnels page, timing matters. This workflow sends a fast, friendly SMS offer, tags the contact for clean tracking, and moves them into an email funnel to keep momentum. It turns fresh interest into action and boosts funnel conversion with simple, automated steps.
How The Automation Works
Trigger: ClickFunnels form submit
Entry Conditions: funnel_step = optin
Tags/Fields Created: tag: cf_optin
ActiveCampaign Steps: Send SMS with special offer -> add to email funnel
SMS Sent (via D7): {'method': 'POST', 'url': 'https://api.d7networks.com/sms/send', 'body': "{ 'to':'{{phone}}','content':'Claim your funnel offer: {{offer_link}}' }"}
Exit Conditions: claim or timeout
Goal: Funnel conversion
Automation Table
| Step | What Happens | Why It Matters |
|---|---|---|
| Trigger | ClickFunnels form submit | Starts the workflow the moment a visitor opts in. |
| Entry check | funnel_step = optin | Ensures only opt-in leads enter the flow. |
| Tag applied | cf_optin | Keeps segmentation clean and reporting clear. |
| Send SMS with special offer via D7 | Delivers an instant call-to-action when interest is highest. | |
| Add to email funnel | Nurtures leads who don’t claim right away. | |
| Exit on claim or timeout | Provides a clear end state for clean analytics. | |
| Goal tracked | Funnel conversion | Measures impact on your funnel performance. |
SMS Message Variations
- Your special offer is ready tap to claim: {{offer_link}}
- Thanks for opting in! Grab your funnel offer here: {{offer_link}}
- Quick win: claim your offer now at {{offer_link}}
Who This Workflow is For
This is ideal for any business collecting leads on a ClickFunnels landing page and offering a clear call-to-action. If you want instant SMS follow-up, clean tagging, and automated email nurturing to improve funnel conversion, this workflow fits.
