In this tutorial, we’ll walk you through a very common scenario where you’d wish to integrate ClickFunnels with Emercury. We’ll go through a typical scenario where we build a simple funnel, and show you step-by-step how the process looks, from start to finish.
In this walk-through you will learn: some of the basics to using ClickFunnels, how to build a simple funnel, as well as how to seamlessly integrate it with your Emercury account using a free Integromat account.
In this tutorial, we assume that you’re brand new to both ClickFunnels and Integromat, so some of the information might be redundant to you. We still urge you to go through the walk-through in its entirety. It will take you just a couple of minutes, but it will make sure that you’re not missing out on anything crucial.
Part 1: Create A New Funnel
Log in to your click funnels account, and from the top menu choose ClickFunnels > Build Funnel
Choose the Cookbook option
Find the Squeeze Page Template, and click on it
For this tutorial we’ll choose the Jason Theme template
Part 2: Edit The Template To Make It Your Own
After confirming what template you have chosen, ClickFunnels will redirect you to an “overview” page where you see the squeeze page on the left, and on the right, you’re offered to create a split-test version. We’ll ignore the split-test variation for now and just click the “edit page” on our single variation.
We’ll start out with personalizing the copy
Let’s start with that “attention” stripe on top.
Just mouse-over that text, and you’ll see an orange box light-up
If you click on the text, you’ll activate the “text-editing mode“
In this case we type in our own text in the box
Let’s personalize the design as well
We’ll select the image of the businessman and replace it
Just mouse over the image until you see an orange box
If you click anywhere in the box, an image properties panel will slide-out-on-the right
Click on the image button in order to activate the image choosing dialogue
Once the image choice screen activates, notice that it offers many options on top. Five tabs, three buttons, one “drag and drop box” and one search field”.
- If you want to use your own image you would just drop it in the box on top that says “drag and drop images here to upload”. Or alternatively, you can click on the “upload” button. But we’re not going to use our own image in this tutorial.
We’ll click on the “search” tab so that we can use a free stock image for this walk-through
We’ll also go with the laptop search and just choose one of these laptop images by clicking on it.
After choosing the appropriate image, just click on “add image”.
Don’t let the name of the button confuse you. In our case, it’s going to “replace the existing image”, since we came to this screen by clicking on that businessman image.
Ok, so we’ve replaced the image with something that fits us better… but notice we have a new issue right now. It looks “weird”.
The design looks “out of place” because the right side is much shorter now that we’ve replace the image with an image that’s much shorter.
The solution is simple. We need to shorten the right side so that it’s compatible with this new image format.
Just mouse over that “Jason Theme” logo until you get the orange square, and then click on the “delete” button
Then do the same with the Slogan Line and press the delete icon
Then do the same with the Separator Line and press the delete icon
The end result is that the main copy is now in-line with the new laptop image, however, something else is still amiss.
You will notice that this “what’s inside section” and button now look out of place. And there’s a good reason for that. It’s because this design uses 2 columns, and we have just 1 element in the left column, whereas we have 3 elements in the right column. This inconsistency is what makes the design look “off”. But there’s a very simple solution to this. We’ll just learn how to move elements around, and this will help us even things out.
We need to move one of the items from the right column over to the left column
Mouse over the “what’s inside” text box and then mouse over and click on the “move” icon, and hold the mouse button down. This puts you into “moving mode”
As you’re holding the mouse down, simply move the cursor over to the left and under the laptop image, until you see an orange line appear. This lets you know where the image will be moved over to.
Voila! You’ve just built your very first and very own landing page design
Obviously, the ClickFunnel editor offers a lot more features and options in terms of customizing and building a design. However, in this tutorial, we wanted to get you acquainted with ClickFunnel’s UI through the most commonly used features and actions. Discovering other features on your own will be a lot simpler now that you understand how it works.
Note – This funnel template contains two other designs aside from the landing page
The funnel template we chose from the Cookbook also contains a pop-up lightbox design, as well as the design of the thank you page. If you want to change the content of those, you would approach it in a similar way as to what we did with the landing page.
To edit the thank you page, select it from the list of steps
To edit the pop-up design, choose “show pop-up” whilst designing the landing page
Part 3: Let’s Integrate Your Funnel With Emercury Now
First we need to create a scenario in Integromat
Just find and click on any of the “Create a new scenario” buttons on your dashboard.
After you do this, you will be shown a full-screen experience where you’re asked which apps you would like to integrate in your scenario. First, search for Emercury, and then search for ClickFunnels.
Next we need to “hook” ClickFunnels into Integromat
Just find that big question mark in the middle of your shiny new scenario
Right click on the question mark, and then click on the “choose module” option
Choose ClickFunnels from the selection of apps
Note: If you do not see ClickFunnels in this list, it is because you did not choose it during the initial “new scenario” creation process. But it doesn’t matter as you can just search for it in the search bar below and it will pop right up.
Choose “Watch New Contacts”
The Webhook box will automatically pop-up, just click on the “Add” button
Give the webhook an appropriate name
Click the copy address button to copy this webhook
Add this address in your funnel’s webhooks
From anywhere in your ClickFunnels account, go to the menu and choose ClickFunnels >> Funnels
Find the funnel we created earlier, and click on the edit button
Find and click on the settings tab
Once inside the settings page, scroll all the way down until you find the button that says “Manage Your Funnel Webhooks”, and then just click on that button to open your webhooks screen
Once inside the webhooks screen, click on the “New Webhook” button
Paste the address which you copied from Integromat a few steps back
Click the events field and choose “Contact Created”, then hit that big green “create funnel webhook” button
Let’s send all of this to Emercury automatically
Go back to your Integromat scenario and mouse over the ClickFunnels module so that the “add another module” option pops up, and then click on the plus icon
Click on the Emercury icon as to add an Emercury module
Then choose “Update Subscriber” from the list that pops up
Fill in the Audience ID and Date Format ID
- Decide where you want the contacts from your ClickFunnels squeeze page to end up. Perhaps you already have an appropriate Audience inside of your Emercury ID, perhaps you’ll have to create a new one for this use. In either case, be sure to copy the appropriate Audience ID from Emercury
- Under Date format simply type in “28”
Fill in the Email Tag
- Put your mouse in the email-field and a list of tags will pop-up on the left
- In this list find the “Email” tag and click on it
- It should then appear in the email field in the module settings as well
Fill in the rest of the required fields
- For the opt-in date field choose the “Updated at” tag
- For the First Name field choose the “First name” tag
- For the Last Name field choose the “Last name” tag
- Under the “Optin website” type in the adress of the website where you’re hosting this squeeze page
Flip the “On” Switch for your scenario so that it processes all entries in the squeeze page from now on
Part 4: Test The Integration
If you set up everything correctly above it should send emails just fine to Emercury. But if you want to test it, there’s two things you will want to do.
Set the integrations settings on your funnel to use ClickFunnels’s “internal system”
Go back to editing your funnel and click on the “integrations” menu sub-item (under settings menu)
In the panel that slides-in on the right, under integration choose “ClickFunnels Internal”
Under Actions choose “Add a tag”
Explanation: We’re using the webhook integration as a way to pass contact data to Emercury. Unfortunately some of ClickFunnel’s functions don’t work as intended unless you define an email-service under integration. So we’ll just choose ClickFunnel’s internal system for this. That way all features and templates will work as intended.
Because the integration requires an action, we’ll just let it add those contacts in its system with the tag “Emercury”. Just a simple way to organize things and know the Email Marketing is being handled by Emercury. Alternatively you could choose action add to list, and have a ClickFunnels list for people that are sent to and handled by Emercury Email Marketing flows. It just depends on how you like to organize things.
Just open your funnel page, and give it a test
Simply press the “open url” icon at the end of the adress for your funnel
Click on the big blue-button to activate the pop-up
Fill in one of your test email adresses to test things, and then click “Sign Me Up”
If you go into your Emercury account you will see that there is now a new contact in the appropriate Audience that carries the same email-adress that you tested with. It should also have the correct opt-in time as well as anything you defined in the Integromat scenario.