This guide walks you through the "Funnel Opt-In ⚡️" automation, which triggers when a form is submitted on your funnel or website. It tags leads, updates engagement scores, triggers follow-ups via email, SMS, and WhatsApp, and adds them to your pipeline. Perfect for keeping new leads engaged and moving through your sales process.
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SOP
SOP
1. The "Funnel Opt-In ⚡️" automation is a simple automation to capture your leads, track them within the system and follow up with them via messaging channels!
2. Head to the left side bar under "Automations & A.I." and click on "Automations".
3. Click on "2 | Simple 🔑".
4. Click on "Step 06 | Funnel Opt-In ⚡️".
5. The trigger for this automation is a form being submitted. This would be a form put on your funnel/website that leads can submit!
6. Next, we are going to add a tag, update our leads engagement score, add our contact to a pipeline and initiate a facebook pixel event!
7. The second section of this flow is where we will notify you and follow up with your lead. This will be done via email, sms, and whatsapp.
8. The last section is the second set of follow ups. The automation will wait 1 day then send the second messages. They will also be updated into the "Auto Follow Up" pipeline stage.
9. From here, you can add more follow up's below to make sure your lead takes the action!