Learn how to deliver your lead magnet and nurture emails automatically through an automation.

How Automations Work #

In this video, we’ll do a general overview of the automations area and go through anything important that you might need to know.

Understanding Automations in Business: An Overview #

What are Automations?

Automations allow you to set up automatic workflows within Funnel Hero. This means you can define a series of actions that happen automatically based on specific triggers.

Benefits of Automations:

• Save time by automating repetitive tasks.
• Improve customer experience by delivering timely responses and information.

Accessing Automations:

1. In your Funnel Hero dashboard, navigate to the “Automations” section (it might also be called “Workflows”).
2. You’ll see a list of pre-built automation templates (recipes) covering various actions.

Using Automation Templates:

• Pre-built templates can be a great starting point.
• You can duplicate any existing template to customize it for your needs.

Creating New Automations:

• You can also build automations from scratch to suit your specific goals.

Understanding Automation Components:

• Triggers: These are the events that initiate the automation, like someone submitting a lead magnet form.
• Actions: These are the automated responses, such as sending an email or text message.
• Steps: An automation can have multiple steps with different actions occurring at each step. You can even include delays between actions.
• Tracking Progress: Funnel Hero allows you to monitor the progress of contacts within your automation workflows.

How to Duplicate or Choose your Automation Recipe #

Scenario: You already have a pre-made lead magnet delivery recipe available.

Steps:

1. Locate Existing Recipe: In your workspace, identify the “Lead Magnet Delivery” section where pre-made options might be listed.
2. Skip Creation: Since a recipe is already provided, you don’t need to create a new one from scratch.
3. Select the Recipe: Click on the pre-made lead magnet delivery recipe you want to use.

Alternative Scenarios:

• Creating a New Automation: If you need a different type of automation besides the provided recipe, you can create one from scratch.
• Duplicating for New Lead Magnets: If you already have one lead magnet set up and want to create a second one with a similar workflow, you can duplicate the existing recipe instead of creating a new one
  • Click the three dots (…) next to the existing automation.
  • Select “Duplicate Workflow” to create a copy of the automation.
  • Click on the duplicated automation you want to use.
  • Click “Edit” to customize the automation details.

How to Edit the Automation Settings: A Step-by-Step Guide #

Why Use Defaults?

• Saves time by avoiding repetitive entries for each email in the automation.
• Ensures consistent sender information across all emails in your automation.

Steps:

1. Open the Automation Builder: Navigate to your automation and access the builder view.
2. Go to Settings: Look for a “Settings” section within the builder interface.
3. Enter Your Information: In the settings, locate fields for “From Name” and “From Email.” Enter your desired name and email address for these fields.
4. Save Time and Consistency: Using the default settings saves you from entering this information for every individual email within the automation.

Additional Notes:

• Account Time Zone is automatically selected and typically doesn’t require adjustment.
• This step becomes more valuable when managing automations with multiple emails.

How to Edit the Automation Settings: A Step-by-Step Guide #

Why Use Defaults?

• Saves time by avoiding repetitive entries for each email in the automation.
• Ensures consistent sender information across all emails in your automation.

Steps:

1. Open the Automation Builder: Navigate to your automation and access the builder view.
2. Go to Settings: Look for a “Settings” section within the builder interface.
3. Enter Your Information: In the settings, locate fields for “From Name” and “From Email.” Enter your desired name and email address for these fields.
4. Save Time and Consistency: Using the default settings saves you from entering this information for every individual email within the automation.

Additional Notes:

• Account Time Zone is automatically selected and typically doesn’t require adjustment.
• This step becomes more valuable when managing automations with multiple emails.

How to Rename Your Lead Magnet Automation: A Step-by-Step Guide #

Steps:

1. Locate the automation: Find the lead magnet automation you created in your chosen platform.
2. Rename the automation: Look for a “rename” option within the automation settings. You can use a naming convention that clearly identifies it as a lead magnet, for example, “Lead Magnet – Double Your List.”
3. Publish the automation: Once you’ve entered the new name, publish the automation to make it active.
4. Exit and Test (Optional): You can now exit the automation settings. Consider testing the entire automation workflow to ensure everything functions as intended.