Overview #
By connecting an automated workflow to your Virtual Showcase Video Funnel, you can automatically nurture new leads with email sequences. When a lead submits their information, they are enrolled in your workflow and begin receiving your carefully crafted emails – no manual intervention required.
Accessing Workflow Integration #
- Navigate to your group page
- Click the Marketing tab
- Select Funnel Setup
- Go to Step 4: Automatic Proposal Creation
- Find the Workflow selection field
Prerequisites #
Before connecting a workflow to your funnel:
- Create a workflow: Build your lead nurturing email sequence in Settings → Workflows
- Set workflow to Active: Only active workflows appear in the funnel dropdown
- Design for funnel leads: Ensure your workflow content is appropriate for new funnel leads
Selecting a Workflow #
- In Step 4 of Funnel Setup, find the Workflow dropdown
- Select the workflow you want to connect
- Save your funnel settings
Only workflows that are set to Active status will appear in the dropdown.
How It Works #
When a prospect submits their information through your lead capture page:
- A client record is created
- A proposal is created (if auto-proposal is enabled)
- The client is enrolled in your selected workflow
- Workflow emails begin according to your configured timing
Workflow Design for Funnels #
Recommended Sequence Structure #
Design your funnel workflow to nurture leads toward booking a call:
| Step | Timing | Content |
|---|---|---|
| 1 | Immediate | Thank you for watching + proposal link |
| 2 | 1 day later | Why clients choose us + testimonial |
| 3 | 3 days later | Answer common questions |
| 4 | 5 days later | Limited availability reminder |
| 5 | 7 days later | Final invitation to book a call |
Include Your Proposal Link #
If auto-proposals are enabled, include a link to the proposal in your workflow emails. Use the proposal merge tag to insert the link dynamically.
Keep the Video Page Accessible #
Some leads may want to rewatch your video. Include the video page link in early emails.
End with a Clear Call to Action #
Every email should make it easy for leads to book a call. Include your calendar booking link prominently.
Setting Workflow Goals #
Consider adding goals to your funnel workflow:
- Proposal Accepted: End the nurture sequence when they accept
- Contract Signed: Stop emails once they have signed
Goals prevent continuing to nurture leads who have already converted.
Enrollment Details #
When enrolling from the funnel:
- Recipient: The client created from the lead form
- Context: The proposal (if created) or the lead inquiry
- Status: Active (begins immediately)
Duplicate Prevention #
The system checks for existing enrollments before creating new ones. If a client is already enrolled in the workflow with the same proposal context, they will not be enrolled again.
Monitoring Enrollments #
To see funnel lead enrollments:
- Go to Settings → Workflows
- Select your funnel workflow
- Click the Enrollments tab
- Filter by date range to see recent funnel leads
Troubleshooting #
Workflow Not Appearing in Dropdown #
- Verify the workflow exists in Settings → Workflows
- Check that the workflow status is set to Active
- Ensure the workflow belongs to the same group as the funnel
Leads Not Getting Enrolled #
- Check that a workflow is selected in funnel settings
- Verify the workflow is still Active (not paused or archived)
- Check the workflow enrollment list for the specific lead
Wrong Emails Being Sent #
- Review the workflow steps and content
- Check that merge tags are configured correctly
- Verify email templates are up to date
Best Practices #
Create a Dedicated Funnel Workflow #
Build a workflow specifically for funnel leads. Their context is different from other leads – they have already watched your video and may have seen a proposal.
Acknowledge the Funnel Journey #
Reference that they watched your video in your emails. This creates continuity and shows you understand their journey.
Vary Email Frequency #
Start with closer spacing (1-2 days) while interest is high, then space out later emails (3-5 days).
Test Before Going Live #
- Submit a test lead through your funnel
- Verify the workflow enrollment was created
- Check that the first email was sent (or scheduled)
- Monitor subsequent emails as they send
