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User Manual
Overview

ClickFunnels

With ClickFunnels, you can build every type of marketing funnel your business needs to grow. Integrate Drip and Clickfunnels to start sending ClickFunnels leads straight to your Drip account.

To integrate ClickFunnels and Drip:

  1. Log into your ClickFunnels account
  2. Go to the integrations page
  3. Click Add new integration
  4. Select the Drip integration
  5. Complete the onscreen integration details, including the following:
    1. Integration Nickname: Give your integration a nickname. That's the name that will display in your list of integrations
    2. Login: Enter the primary email address of your Drip account
    3. API Token: Enter your Drip API Token

To complete the integration setup, click Add integration.

Send New ClickFunnels Optin Leads to Drip

If you’re using a ClickFunnels opt-in page, you can send new leads to your Drip account automatically. Your optin page must contain a form with at least an email field and a submit button.

We'll go through how to send ClickFunnel leads to Drip and how to add them to a Campaign. This functionality requires that you use a Drip Campaign.

Connect the Integration

To connect Drip to your ClickFunnels opt-in page:

  1. Log into ClickFunnels
  2. Open the funnel that contains the opt-in page you’d like to connect Drip to
  3. Click Edit Page
  4. Click Settings from the upper left toolbar
  5. Click Integrations
  6. Complete the rest of the setup from the sidebar

Sidebar Setup

Lastly, we'll walk through the setup options in ClickFunnels.

A List in ClickFunnels refers to a Campaign in Drip. For a Campaign to show up under Lists in ClickFunnels, the Campaign must be active in Drip.

  • Add to List. Creates or updates a person in your Drip account and adds them to a Campaign (list).
  • Add to List with Tag. Adds a person to a Campaign + adds a tag to their profile.
  • Delete from List. Automatically unsubscribes a person from a specific Campaign.
  • Integration. Choose your Drip integration from the drop-down. Look for the nickname you initially gave the integration when you first entered your Drip API Token.
  • Action. Select the action you’d like ClickFunnels to perform.
  • List to Add. Select the Campaign you’d like to add people to.

If you have multiple Drip accounts, all Campaigns from all your accounts will be included in the options. Be sure to choose the correct Campaign if you have multiples with the same name.

Now when someone submits your ClickFunnels opt-in page, they will get sent directly into your Drip account and be added to the Campaign that you selected.