How To Setup An Automated Email Funnel In ClickFunnels - A Step By Step Guide (With Pictures)

How To Make An Email Funnel With ClickFunnels
How To Make Email Funnels With ClickFunnels? How Does This Question Sound To You?


A lot of people do not even know that they can do it, and those who know just cannot figure it out that how to do it.

What that means is.. you can actually dispose off your email autoresponder tool and do Email marketing from within the ClickFunnels

I was actually shocked to see that how many of the people out there have no idea that how can they setup an automated Email sequence in ClickFunnels


I thought why not create a Step By Step Guide With Pictures to create awareness and actually help people who do have any idea how to do it

Without wasting any more time lets just jump into this lost kingdom!

Just kidding..

Okay so I have gone ahead and divided this process into three sections to make it easier for you guys to follow and understand it


Let me make one thing very clear before you start crying about this long process

Majority of the things you will be setting up in your ClickFunnels account are just one time

And they do not require them setting up every single time.. Unless you yourself want to keep playing ClickFunnels..


Here Are The Three Sections:

Section 1: Email List
Section 2: Opt-In And Thank You Page
Section 3: Follow-Up Funnel
And You Are All Done.


Grab your bows and arrows, as we move into this war of understanding.

Login To Your ClickFunnel Account!!

Section 1: Email List

  • When you sign-in to your ClickFunnels account, hover your cursor on the ‘Actionetics’ tab and Click on the ‘Email Lists’ option.

ClickFunnels Email Funnel

  • A page will open where you will be able to see all the Email Lists you ever created. Since this is your first email list, you will see nothing but peanuts..sadly. So click on the ‘Add New List’ button.

ClickFunnels Email Funnel

  • On the next page of ‘New Email List’. Enter the Name of the Email List, name it whatever you want but keep it simple, so that that it is easily recognizable. Assign any Group Tag, its an optional step. Next, click the ‘Create New List’ button.

ClickFunnels Email Funnel

  • So far, you have successfully created your first email list, in which you will be gathering all the emails of your future prospects.
  • We are done with this section now, in the next section we will be creating the Opt-In and Thank You pages.

Section 2: Opt-In And Thank You Page

  • So In this section we are going to make the Opt-In and Thank You of your Email Funnel. So the first thing you gotta do is, hover the cursor over the ‘ClickFunnels’ tab and click on the ‘Funnels’ option.

How To Make An Email Funnel In ClickFunnels

  • You will be redirected to a page where you will be able to see all the funnels you built in ClickFunnels so far. Here, click on the ‘Add New’ button. Its time to make a new funnel!!

How To Make A Sales Funnel In ClickFunnels

  • A Pop-up window will open. Here, you can go for the ‘Cookbook Builder Process’ which includes pre-made funnels, but we will be going for the ‘Classic Funnel Builder’ as we have to make our own customized funnel. Click on the ‘Create New Funnel’ button.

How To Make An Email Sequence In ClickFunnels

  • On this next page, click the ‘Choose’ button below the ‘Collect Emails’ heading, since we are building an email funnel.

Automated Email Funnel

  • Next step, enter the Name you want to give to this funnel and Assign Tags (optional step). Once you are done, click the ‘Build Funnel’ button.

automated sales funnel

  • Here comes the fun part now, the creating of the Opt-In page. In ClickFunnels, you have tons of templates to choose from, according to your need and requirement. So go ahead and choose a template that fits your need, I recommend choosing a really simple one. As the simpler ones convert a lot better.

how to make a funnel in clickfunnel

  • Once you click the ‘Select Template’ button, you will be redirected to the page where you will be able to edit each and everything on the landing page. The first thing you have to do is to go to the ‘Integrations’. You can do so by clicking on the ‘Settings’ tab on top of the page and then clicking on the ‘Integrations’ option.

how to create a sales funnel

  • Now in these setting you have the option to select the Autoresponder, the Action and the Targeted List. Select all the associated stuff and once its all done, you will see this green ‘Connected’ status. You may make any further changes to the page and then click ‘Save’.

how to make an email sales funnel

  • Similarly, go ahead and make changes to your Thank You page as per your requirements and once done click save.
By Now You Have Created An Email List And Made Your Own Customized Opt-In and Thank You Pages. Also You Have Successfully Integrated The Opt-In Page With The Email List

Section 3: Follow-Up Funnel

  • The next you have to do is go to the ‘Email Lists’ section and click in the list you created earlier. You will then be redirected to the list’s setting page. Here click the ‘Create Follow-up Funnel’ button. Now its time to create the Email sequence.

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  • On this page you will name your funnel and add any tags that you may want but The Important Part is to select the list you created earlier. You select the list you want to assign to this email sequence or email funnel. Once you are done, click the ‘Create Follow-up Funnel’ button.

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  • On his page you need to name this step of the funnel and select ‘Email Messenger’ as the integration type.
  • Select ‘Email Messenger’ because we want to send Emails using ClickFunnels and not any other email Autoresponder.

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Listen! Now You Will Need To Setup The SMTP Integrations And For That Use SendGrid – Its Free

For The Step By Step Instructions On Integrating SendGrid SMTP With ClickFunnels. Click the Button below.
  • Once you are done with the SMTP stuff and its all setup. Go again to the targeted funnel now when you repeat the last step – Selecting The Integration Type. You will be redirected to this page. 
  • Here you will be able to select the Integration details and enter the name in ‘From Name’ area.

Email sequence funnel in clickfunnels

  • When you scroll down you will see this thunderbolt sign and a table. Here you can add any conditions or rules, but for now remove all if there are any until there is only this thunderbolt one left.
  • Once done, click the ‘Next’ button.

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  • Now enter the Subject Line and the Pre-Header, which is a part of the snippet Email snippet.

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  • Next choose the email template that you want to be used in your email and click ‘Select Template’.


  • And then ‘Edit Email’.

clickfunnels sales funnels

  • When you click the ‘Edit Email’ button. A popup window will open where you will be able to add different elements into your email such as pictures, text, buttons, etc. Once you are done with editing the email body. Click the ‘Save’ button.

how to make an email funnel

Now.. Here Comes the Important Part

  • The next thing you will need to do is assign the days or hours after which this email will be sent after the person opts-in.
  • What that means is… for this welcome email we will set it to zero days as we want this email to be sent the moment the person enter the funnel.
  • Next email lets suppose we want to send two days after the person opts in, so we will set it to 2.
  • This is how you will be setting up all the other Emails.
  • Once done, click the ‘Review For Sending’ button.

setting up your first email funnel

Its all done now!

  • Now enter any email address you own, to test this funnel
  • OR
  • Make it live and enter the email into the Opt-In page you made earlier.

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I Tested Mine And Its Working Like A Charm - Here Is A Snapshot Of The Email I Received

This Marks The End Of This Guide And I Hope This Helps You In making Your Email Funnel In ClickFunnels

Share this guide with anyone who needs help setting up an Email Funnel In ClickFunnels.

If You have Any Other Questions, Feel Free To Ask In The Comments Section Below!


If you have not used ClickFunnels by now. 

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