Table of contents

Table of Contents

What is ClickFunnels email automation?

How does ClickFunnels simplify the email marketing process?

How do you automate emails using ClickFunnels?


A Complete Beginners' Guide on Clickfunnels Email Automation

Aparna Seshadri
ByAparna Seshadri

6 mins read

Email marketing, in particular, remains one of the most powerful tools in a marketer's arsenal. Manually managing email campaigns can be time-consuming and challenging. ClickFunnels is a versatile marketing tool that helps businesses automate their marketing processes.

Businesses can create highly targeted and personalized email campaigns by leveraging ClickFunnels advanced features. Through this guide, you’ll learn about ClickFunnels email automation.

Table of Contents

What is ClickFunnels email automation?

ClickFunnels email automation allows businesses and marketers to create and send targeted email campaigns. This is designed to streamline email marketing, making it more efficient and personalized.

These are particularly useful for businesses looking to automate their email marketing efforts, save time, and deliver targeted messages to their audience, ultimately improving customer engagement and increasing sales.

How does ClickFunnels simplify the email marketing process?

ClickFunnels simplifies the email marketing process through its intuitive features and seamless integration capabilities, allowing businesses to manage their email marketing campaigns effortlessly. Let’s take a look.

  1. User-friendly email editor: It allows businesses to visualize their funnel and create visually appealing and engaging emails without coding. Their drag-and-drop editor simplifies email creation, enabling quick customization and branding of email content.

  2. Effortless contact management: This allows businesses to manage contacts and leads effortlessly. Users can import, segment, and organize contacts based on various criteria, streamlining the targeting of specific audiences with tailored email campaigns.

  3. Automation and Sequencing: A host of features offered by the automation tools enables businesses to set up email nurture sequences in addition to follow-up emails. This ensures leads receive timely and relevant content, enhancing customer engagement and conversion rates.

  4. Integration with ClickFunnels funnel: This helps seamlessly integrate email marketing with its sales funnels. This helps incorporate email opt-in forms into their funnels, allowing for a seamless collection of leads and immediate engagement through email campaigns.

  5. SMTP Integration: Providing an in-house SMTP helps simplify the setup process, allowing businesses to send emails directly through ClickFunnels's without dealing with complex configurations.

  6. Analytics and Optimization: ClickFunnels offers detailed analytics and reporting tools, allowing businesses to track the performance of their email campaigns. By analyzing metrics such as open rates, clickthrough rates, and conversion rates, businesses can optimize their email marketing strategies for better results.

How do you automate emails using ClickFunnels?

Sales funnels consist of a sequence of steps, and they are created to transform prospects into buyers. People arrive at your product’s page through different routes. Using ClickFunnels, you have everything you need to market, sell, and deliver your products via email marketing.

Let’s get started with Click Funnels email automation:

  1. Login to your ClickFunnels account 👇 1.png
  2. Go to the marketing tab and select the workflows. Workflows
  3. From the workflow dashboard, click the button marked Add New Workflow. 3.png
  4. Now, find yourself on a page asking for details, including a name and run type, where you can type in any name (tip: you’ll remember for this workflow) and select a run type. 4.png You can pick from the three options from the run type.
  • Multiple runs per contact (simultaneous)- will run the workflow every time it is triggered, even if it happens simultaneously with another contact.

  • Multiple runs per contact ( back to back) - will do much the same, except it will wait for the first workflow to finish for a contact before it starts sending the next one to the same contact.

  • Only one run - will run the workflow once for a given email address. It is a great choice if you're worried about spamming contact that might hit the trigger or trigger a workflow multiple times. Screenshot 2023-09-29 at 1.29.39 PM.png

  1. Now, you find yourself on another workflow layout page. Now, start by clicking no trigger set. Screenshot 2023-09-29 at 1.38.43 PM.png

  2. Here, in this pop-up window, you have to add trigger properties. Screenshot 2023-09-29 at 1.39.08 PM.png

  3. While setting up this workflow, ensure that you leave it inactive. This reduces the chances of setting off emails before you finish it. Screenshot 2023-09-29 at 1.43.57 PM.png

  4. From the event type, choose a triggering event that will set off the workflow, such as adding or removing a tag to a contact a calendar event, a successful order purchase event, an opt-in, or a page view for a visitor that has already successfully opted in or shared their email address. 9.png

  5. Select the funnel to trigger a workflow and a page in that funnel that would like that event to occur. Then click Create Trigger. 10.png

  6. After that, you will be led to this window. If you would like another event to be triggered, you can add a trigger and edit the trigger with the edit button or activate the trigger with the toggle to the right. And Click close once you are done. 11.png

  7. Now that a trigger is set up click the plus button following the workflow. Triggers window to add an event; different options exist for what events you can set up. 12.png

  8. Click the send email event to set up your email 12.png

  9. A window opens where you’ll be prompted to set up a name template subject, optional pre-headline, and a from address. 16.png

  10. Suppose you want to customize the email by picking templates. You can customize the email to be a specific copy of the email, while we can now also return to the workflow to the initial tab.

  11. Now, return to the workflow by going to the initial tab where if you wish to send another email after a while, you just click on (+). 15.png

  12. Also, you can set the frequency of your emails by clicking the delay step that appears when you click +. You can choose your appropriate time frame and then click Create Now.

Similarly, we can create a host of emails using these tools and get the sequence triggered by an event in your funnel.


ClickFunnels email automation stands as a strong name in online marketing. By streamlining the process of reaching out to potential customers, nurturing leads, and driving conversions, email automation empowers businesses to focus on other important and decision-making aspects. Turn email automation into a powerful marketing tool to engage your audience and drive conversions for your business with ClickFunnels's email automation.

What you should do next

Hey there, thanks for reading till the end. Here are 3 ways we can help you grow your business:

  1. Talk to an email expert. Need someone to take your email marketing to the next level? Mailmodo’s experts are here for you. Schedule a 30-minute email consultation. Don’t worry, it’s on the house. Book a meet here.

  2. Send emails that bring higher conversions. Mailmodo is an ESP that helps you to create and send app-like interactive emails with forms, carts, calendars, games, and other widgets for higher conversions. Get started for free.

  3. Check out our AI prompts library. If you need AI prompts for ChatGPT or Bing, here's a ready-made database we’ve built to help marketers succeed at prompt engineering. Get your AI prompts here.

  4. Get smarter with our email resources. Explore all our knowledge base here and learn about email marketing, marketing strategies, best practices, growth hacks, case studies, templates, and more. Access guides here.

Frequently Asked Questions

Yes, ClickFunnels offers powerful email automation features, allowing users to create, schedule, and send emails efficiently. Additionally, ClickFunnels provides workflow automation tools to automate marketing tasks and enhance customer engagement.

To create an email automation in ClickFunnels, follow these steps:

  1. Log in to your ClickFunnels account and go to your dashboard.

  2. Click on "Marketing" in the left-side menu.

  3. Under Marketing, find "Workflows" and click on it. Here, you can create a new workflow for your email automation.

  4. Click on "Add New Workflow" and give your workflow a name.

  5. Set triggers for your automation. Triggers can be actions like filling out a form or clicking a link.

  6. Define the actions you want to automate, such as sending specific emails or moving contacts to different lists.

  7. Once you've configured your workflow, save it and activate it to start the automation.

Yes, ClickFunnels allows users to send emails directly from their accounts. Users can create and send emails, connect with their audience, increase engagement, and enhance sales by sending simple emails using ClickFunnels' powerful email marketing features.

To trigger email automation in ClickFunnels, follow these steps:

1.Log in to your ClickFunnels account and go to your dashboard.

  1. Click on "Marketing" in the left-side menu.

3.Set triggers for your email automation. Triggers can include actions like filling out a form or clicking a specific link.

  1. Add email actions to your workflow. Define the email content, recipients, and schedule.

Yes, you can use SMTP (Simple Mail Transfer Protocol) integration with ClickFunnels to enhance your email functionality. SMTP integration allows you to send transactional emails, receipts, deliver digital products, and conduct powerful marketing campaigns from your ClickFunnels account. While not mandatory, integrating SMTP provides more robust email capabilities, making it a valuable option for users seeking advanced email automation and marketing features.

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What should you do next?

Thanks for reading till the end. Here are 3 ways we can help you grow your business:

Get smarter with our email resources

Explore our email marketing guides, ebooks and other resources to master email marketing.

Do better email marketing with Mailmodo

Send app-like interactive emails with forms, carts, calendars, games, etc. to boost email ROI.

Talk to an email expert

Get a 30-min. free email consultation with a Mailmodo expert to optimize your email marketing.

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