Updates in progress (done by 7 March 2025)
<aside> <img src="/icons/mail_green.svg" alt="/icons/mail_green.svg" width="40px" /> Welcome to Email Automations
In this video, I’m going to show you how to setup your email sequences for the VSL call funnel. You’ll get access to my email sequence templates that you can import into your account. I’ll also walk you through how the sequences work and how to set everything up in your autoresponder correctly.
</aside>
Introduction 🎬
In this video, we’re going to cover 2 major email automations that you need in your funnel:
When someone opts in to your funnel, they may not watch your entire VSL immediately. This can happen for any number of reasons: they got distracted, they had an important meeting, they were at the mall on their phone, and so on and so forth.
To combat this, we want to send prospects follow-up emails to make sure they don’t fall through the cracks. Our goal is to essentially plug any holes in our funnel.
When you get this right, it will increase your overall call booking rate and reduce the overall cost per booked call (CPBC) of your ads.
After the prospect books a call, we want to remove them from this sequence so they don’t kept getting slammed with opt-in emails, so we’ll also create an automation for that.
CRMs & Autoresponders 📨
Many of you will be using different tools right now to send emails. As I’m sure you can understand, we cannot create training to cover every possible tool on the market.
The training is going to focus on ActiveCampaign, which is the tool we use to send emails.
If you don’t currently have a CRM or autoresponder, or if you’re not particularly tech-savvy, I’d suggest using ActiveCampaign to make things easier.
There is a link below to create an ActiveCampaign account.
Click here to create an account → https://www.activecampaign.com/
If you don’t have ActiveCampaign, don’t worry. Your CRM or autoresponder will have the same or similar features to ActiveCampaign, and you’ll be able to achieve the same result.
If you’re not sure how to replicate any of the steps that I show you inside of your email software, I would suggest putting a prompt into ChatGPT or Claude that’s something like this:
”What’s the equivalent feature to ActiveCampaign’s [feature] in [your tool]?”
“You know how in ActiveCampaign you can [do task]? How can I do this in [your tool]?”
You should get a pretty decent response. You can also do a Google search and you should be able to find the documentation from the company that walks you through the setup process.
For example, if I ask AI, “what is the equivalent feature to ActiveCampaign lists in Mailchimp?” it will tell me that the equivalent feature is “Audiences”.
I can then search “How to create Audiences in Mailchimp” and I will find Mailchimp’s documentation on how to create an audience.
Overall, you’ll just need to be proactive here and figure out how to apply what I’m teaching you in this training to your email software.
Lists & Tags 📋
Before creating your automations, we need to setup “Lists” in ActiveCampaign. These are “contact lists” that ActiveCampaign uses to store & categorize your contacts.
In your CRM or autoresponder, this may be called another name. You will have to find the equivalent feature in your tool. Again, I’d suggest asking ChatGPT or Claude for this information.
In this video, we’re going to be creating 3 lists:
We’re also going to create “tags” for no shows and shows.
Tags can be thought of as subcategories. So we’re essentially going to subcategorize the booked calls list into people who showed for their call and people who didn’t show up.
Let’s jump into ActiveCampaign now and I’ll show you how to set this up.
ClickFunnels Integration 🔗
Next up, we’ll need to integrate your ActiveCampaign (or whatever email autoresponder you’re using) account with ClickFunnels.
We’re doing this so ClickFunnels can communicate with ActiveCampaign. When someone opts in to the funnel, ClickFunnels will add the person to the VSL Opt-Ins list in ActiveCampaign.
****Again, if you’re not using ClickFunnels, you’ll need to figure out how to integrate ActiveCampaign or whatever tool you use to your funnel builder. ChatGPT will be helpful here.
Let’s jump into ClickFunnels now, and I’ll show you how to integrate ActiveCampaign.
Calendly Integration 📆
Next up, we’ll need to integrate your ActiveCampaign (or whatever email autoresponder you’re using) account with Calendly.
We’re doing this so Calendly can communicate with ActiveCampaign. When someone books a call in your calendar, Calendly will send the new contact data to ActiveCampaign.
Again, if you’re not using Calendly, you’ll need to figure out how to integrate ActiveCampaign or whatever tool it is that you use to your calendar tool. ChatGPT will also be helpful here.
Let’s jump into ActiveCampaign now, and I’ll show you how to integrate Calendly.
Email Deliverability 📬
In order for your email sequence to work, your emails have to actually hit the inbox.
If your emails are going to spam (or the promotions tab), it doesn’t matter how good they are, no-one will see them and therefore no-one will open them. Simple logic here.
So there’s 4 steps that we need to take to get our emails hitting the primary tab:
Let’s walk through each of these steps and show you how to get them setup.
Opt-In Automation 📨
If you click the link below, you can import the automation with the template emails above into your ActiveCampaign account.
👉 Import To ActiveCampaign → Click Here
If you’re not currently using ActiveCampaign, you will have to copy the emails below, edit them and add them to your CRM or autoresponder.
You will also have to setup an automation in your autoresponder that works the same way as this automation. Let’s jump over to ActiveCampaign now and I’ll show you how it works.
Opt-In Sequence 📨
Here’s the structure that we’ll be using for the opt-in sequence for your VSL funnel:
Email #1 (Immediately) → Access + PS
Email #2 (+3 hours) → Reminder
Email #3 (+21 hours) → Checking in
Email #4 (+1 day) → Direct offer #1