You’ve probably seen other companies do this but you may not know exactly how they do it. So here’s the simplest guide to setting up a fully functioning email confirmation process with the popular clickfunnels affiliate tool.
Part 1. Set Up Your Confirm Button
Setting up a confirm button is pretty basic. Simply clickfunnels’ affiliate tool and hit enter. You’ll see a short intro about clicksfunnels followed by a blue button that says, “Get Started Free 14 Day Trial”.
Then click the button and you’ll be brought to the homepage of clicksfunnels.com. If you’ve never used clicksfunnels before, you’ll see a short video explaining some of the key features.
Once you’ve watched that, you’ll see a large orange button that says “Confirm Now”. Simply click it and you’ll be brought to a confirmation page that looks like this:
Part 2. Configure the Activation Page
The next step is to configure the activation page, which is pretty straight-forward. You’ll need to put in your email address and then hit the blue button to continue.
You’ll be brought to a login page where you can set up a new account if you don’t have one already (if you haven’t used clicksfunnels previously, this is an easy step to take care of). After you’ve logged in, you’ll see a short tutorial about the best methods for securing your account.
Once you’re done with that, you’ll see a large button that says, “Start Campaign”. If you click that button, you’ll create a new campaign. You can give the campaign a name and description and select the option to make it “global” (which means it can be used by other accounts if you have one).
Part 3. Start Building Your List
With every email campaign, especially those that are sponsored, there’s a chance that someone will request a refund. To prevent this, you’ll need to have a list ready to send these unsubscribers email notifications when they try to unsubscribe. You can use a service like Mailchimp to easily create a list of subscribers and potential subscribers.
To get started, click on the large orange button at the top of the page that says “Campaign Started”. Then click on the tab that says “Manage Subscribers”. You’ll see a form where you can input the email address of the person trying to unsubscribe (this is the address you’ll use to send the refund emails).
If you want to send a quick note to new subscribers, you can also use this form to do so.
That’s it! You can now start using the campaign. To view your subscribers, click on the tiny little eye icon next to the “email address” field. You’ll see a list of all the people who have signed up for your email list. If you’d like to edit the email template used for the campaign, click on the gear icon next to the “email address” field and you’ll see the options shown in the image below.
Part 4. Use MailChimp to Send Refund Emails
Mailchimp is one of the most popular email marketing platforms with over 2.7 million active users. It’s a free service that makes sending mass emails easy. So if you’ve already got a list, you can use this service to easily send notifications and collect your money back.
To setup a batch mailer with MailChimp, click on the link that says “Get Started” and you’ll be brought to the homepage. Then click on the orange button at the top that says “Campaign Started”.
Once you’re in the campaign settings, you’ll see the option to “Synchronize with MailChimp” (which is greyed out at the moment). Simply click it and you’ll be brought to the MailChimp signup page. Then, follow the steps to create a useful free account. With your account set up, you can click the gear icon next to the “email address” field and select the template you used for the email campaign. Finally, hit the big green button that says, “Bulk Emails”.
This will take you to a confirmation page. If everything went well, you’ll see a success message at the top of the page. Otherwise, you’ll see an error message (which is also displayed at the top of the page).
Once you’ve confirmed the error, you can go back and fix the problem. Then, try again.
Part 5. Monitor Your Campaign For Errors
Even though you’ve set up a bulk emailer with MailChimp to send notifications and refund emails, it’s still a good idea to monitor these messages. For that, you’ll need to log into your account on a regular basis and check your email. This is especially important if you’re sending a lot of emails or the emails are going to subscribers who aren’t used to receiving them (like a marketing campaign for a brand new product).
If you see any errors, you can fix them and continue the process. Otherwise, you can stop the campaign and try again with a different email address.
If everything went well and you activated a large number of users, you can also set up automated emails to be sent out on a regular basis. Simply go back into your account and edit the settings for the campaign you started. Then, under “Batch Emails”, you can select “Schedule Batch Emails” and configure a schedule for when you want the emails to be sent out. Remember, if you’re paying for bandwidth, you might want to consider waiting until later in the afternoon to send out emails (to avoid using up too much of your monthly quota).
Part 6. How to Determine the Success of Your Campaign
You can track the success of your email campaign in a couple of ways. First, visit your Campaign Overview page. On this page, you’ll see a line graph that shows you how many people activated and filled out your form on your activation page (this is known as the “conversion rate”).
The next step is to visit your Subscriber List page. Here, you can see a list of all the people who signed up for your email list (the names and email addresses of your subscribers).
The last step is to visit your Email Activity page. Here, you’ll see a table that shows you the dates when you interacted with this list. Remember, these are all the email addresses that you’ll need to send refunds and notifications to.
This is a short tutorial on setting up an email campaign. Now that you have everything set up, you can start using the tool and getting responses from your customers. Remember to check the support forum at clicksfunnels.com for help. If you’ve run into any problems, you can also reach out to their support team directly through email.