How to Set Up Funnelish Automations to Save Time and Increase Sales

What Are Funnelish Automations?

Funnelish Automations allow you to create automated workflows that trigger specific actions based on what customers do in your funnel. Instead of manually following up with every customer, automations handle it for you — sending emails, updating customer records, notifying your team, and more — all on autopilot.

Think of automations as your silent sales team that works 24/7, responding to customer actions in real time.

The Two Building Blocks of Funnelish Automations

1. Triggers

A trigger is the event that starts an automation. Funnelish supports a range of triggers including:

• Product Purchase — A customer completes a purchase
• New Subscription — A customer subscribes to a recurring product
• Refund — An order is refunded
• Subscription Cancelled — A subscriber cancels their subscription
• Upsell Accepted — A customer accepts an upsell offer
• Upsell Declined — A customer declines an upsell offer

2. Actions

An action is what happens when a trigger fires. Available actions in Funnelish include:

• Send Email — Send a custom email to the customer
• Send SMS — Send a text message to the customer
• Wait — Pause the workflow for a set time before the next action
• Webhook — Send data to an external URL (for connecting to other tools)
• Add Tag — Tag the customer for segmentation

How to Set Up an Automation in Funnelish

Step 1 — Open Automations

In your Funnelish dashboard, open the funnel you want to add automation to. Click on the Automations tab. Click Create Automation to start a new workflow.

Step 2 — Choose Your Trigger

Select the trigger that will start this automation. For example, select Product Purchase to trigger the automation whenever someone buys from this funnel.

Step 3 — Add Actions

Click Add Action to define what happens after the trigger fires. For a post-purchase email flow, your actions might look like:

1. Send Email: Order Confirmation (immediately)
2. Wait: 3 days
3. Send Email: Product Tips and Usage Guide
4. Wait: 4 days
5. Send Email: Review Request

Step 4 — Configure Each Action

For each Send Email action, write the email subject line and body. Funnelish's email editor supports dynamic fields like {{customer_first_name}}, {{product_name}}, and {{order_id}} to personalize every message automatically.

Step 5 — Activate the Automation

Once your workflow is built, toggle it to Active. From this point, every new purchase will automatically trigger the full email sequence.

Essential Automations Every Funnelish User Should Set Up

• Post-purchase welcome sequence — Order confirmation + product tips + review request
• Upsell declined follow-up — Send a special discount to customers who declined the upsell
• Subscription renewal reminder — Notify subscribers before their next billing date
• Refund follow-up — Send a customer satisfaction survey after a refund

Build the Funnel First, Then Automate

Automations are most valuable when your funnel is already converting well. Browse our Funnelish funnel templates to launch a high-converting funnel — then layer in automations to maximize customer lifetime value.