Gohighlevel Automation or Workflow setup

Gohighlevel Automation or Workflow setup

Gohighlevel Automation and Workflow Setup:

In the fast-paced world of digital marketing, time is of the essence. Marketing professionals are constantly seeking ways to streamline their processes, improve efficiency, and deliver exceptional results for their clients. Enter Gohighlevel Automation, a powerful tool designed to revolutionize how marketing workflows are managed and executed. In this blog post, we will explore the intricacies of Gohighlevel Automation, providing an in-depth guide on how to set up efficient workflows that drive success for your business.

1. Understanding Gohighlevel Automation: A Game-Changer for Marketers

Before delving into the setup process, it’s crucial to grasp the concept of Gohighlevel Automation. This section will explain what automation means in the context of digital marketing and how Gohighlevel features elevate the automation experience.

2. Getting Started: Navigating the Gohighlevel Dashboard

To harness the power of Gohighlevel Automation, you need to familiarize yourself with the platform. We’ll guide you through the Gohighlevel dashboard, highlighting key features and tools that are essential for setting up efficient workflows.

3. Designing Your Workflow: Customizing Automation for Your Needs

One of the standout features of Gohighlevel Automation is its flexibility in workflow design. This section will explore how you can create customized workflows tailored to your specific marketing objectives. From lead generation to nurturing and conversion, we’ll cover the step-by-step process of designing workflows that align with your goals.

4. Leveraging Automation Templates: Streamlining Your Efforts

Gohighlevel offers a variety of pre-designed automation templates that cater to different marketing scenarios. We’ll explain how you can leverage these templates to jumpstart your automation efforts. Whether you’re focusing on email marketing, social media engagement, or sales funnel optimization, there’s a template for every need.

5. Integrating Third-Party Tools: Enhancing Automation Capabilities

To truly optimize your workflows, integration with third-party tools is essential. In this section, we’ll discuss how Gohighlevel Automation seamlessly integrates with various applications and services, expanding your automation capabilities. Integrations can include CRM systems, email marketing platforms, analytics tools, and more.

6. Advanced Automation Features: Exploring the Possibilities

Gohighlevel offers advanced automation features that take your marketing efforts to the next level. This section will delve into features such as conditional triggers, dynamic content personalization, and A/B testing. Understanding and implementing these features can significantly enhance the effectiveness of your automation strategies.

7. Testing and Optimization: Ensuring Maximum Efficiency

Once your automation workflows are set up, the journey doesn’t end there. Regular testing and optimization are vital to ensuring maximum efficiency and effectiveness. We’ll provide insights into best practices for testing your automated campaigns, analyzing results, and making data-driven optimizations.

 

 

Its GoHighLevel Workflows marketing automation features go by that name. Workflows are automatic processes that start when an event or series of events occurs. GoHighLevel Automation  by default removes redundant process steps for a certain lead.

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The GoHighLevel Workflows are full-featured and include many trigger and action steps required to automate your marketing.

Other marketing apps call these features campaigns or automations.

How Can You Use GoHighLevel Workflows?

Many GoHighLevel tasks may be automated using GoHighLevel Workflows, including:

  1. How a prospect engages with GoHighLevel Automation, such as whether they click a link in an email, complete a form, sign up for membership sites there, schedule an appointment in a calendar, fail to keep an appointment, or respond to a survey
  2. How your team communicates with prospects, including contact information updates, reminders for employees, automated emails, SMS messages, Facebook and Instagram posts, internal notifications, note editing, voicemail sending, and a tonne more.

Compare GoHighLevel Workflows To Competitors

The automation tools of ActiveCampaign, Keap, Ontraport, and Mailchimp are quite comparable to those in GoHighLevel Workflows.

The actions and triggers are many and excellent in comparison to all of them.

There are other capabilities that are exclusive to GoHighLevel, such as the AI Appointment Booking Bot, which enables a bot to SMS a contact and schedule an appointment in their calendar based on a chat through SMS and natural language.

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For my own business and the companies of my clients, I have utilised and paid for all of the aforementioned platforms. In my opinion, GoHighLevel Workflows is just as excellent as, and frequently even better than, those platforms.

Out Of The Box GoHighLevel Workflow Recipes

GoHighLevel comes with 12 workflow recipes a the time of writing his article.

These are a great way of learning how to use workflows.

My favorite three are:

  1. The Fast Five

  2. The Appointment Booking

  3. Send Review Request

 

GoHighLevel Workflow Triggers:

In the realm of digital marketing, automation has become the backbone of efficiency and productivity. For businesses striving to enhance their online presence and engagement, GoHighLevel stands out as a powerful automation tool. Central to its capabilities are the ingenious “Workflow Triggers” – a feature that can transform your marketing strategies. In this blog post, we’ll delve into the intricacies of GoHighLevel Workflow Triggers, shedding light on how they revolutionize the automation game.

1. Understanding GoHighLevel Automation: A Brief Overview

Before delving into Workflow Triggers, let’s establish a fundamental understanding of GoHighLevel automation . This section will provide an overview of how GoHighLevel automation features work and their significance in modern marketing practices.

2. Decoding Workflow Triggers: The Heart of GoHighLevel Automation

Workflow Triggers in GoHighLevel automation  are like the strategic commands that initiate automated actions. This section will explore the various types of triggers, such as time-based triggers, event-based triggers, and conditional triggers. Understanding how each trigger functions is crucial for creating targeted and effective automated workflows.

3. Time-Based Triggers: Precision Timing for Campaigns

Time-based triggers allow marketers to automate actions based on specific dates and times. Whether it’s sending a promotional email on a customer’s birthday or launching a flash sale at a precise hour, this feature ensures that your marketing campaigns are timely and relevant.

4. Event-Based Triggers: Responding to Customer Actions

Event-based triggers are activated by specific interactions or events performed by customers. This could include opening an email, clicking a link, filling out a form, or making a purchase. By understanding customer behavior, GoHighLevel automation  enables marketers to respond instantly with tailored messages, nurturing leads and driving conversions effectively.

5. Conditional Triggers: Personalized Automation for Every Scenario

Conditional triggers add a layer of personalization to your automation strategies. This section will explore how marketers can set conditions based on customer attributes, behaviors, or interactions. For instance, you can trigger different follow-up messages based on a customer’s location, purchase history, or engagement level. This level of customization ensures that your communications are highly targeted and relevant.

6. Real-Life Applications: How Businesses Leverage Workflow Triggers

To truly grasp the power of Workflow Triggers, we’ll delve into real-life examples of businesses utilizing this feature. Case studies and success stories will showcase how various industries harness Workflow Triggers to automate customer engagement, increase sales, and foster brand loyalty.

7. Tips and Best Practices: Maximizing the Potential of Workflow Triggers

In this section, we’ll provide valuable tips and best practices for optimizing Workflow Triggers. From creating compelling trigger conditions to analyzing data for continuous improvement, these insights will empower marketers to make the most of GoHighLevel automation and Workflow Triggers.

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CRM

  1. Appointments – Runs on all status updates

  2. Birthday Reminder – Runs on all customer’s Birthdays

  3. Call Status – Runs on outbound and inbound calls

  4. Contact Change – Runs when a contact data is updated

  5. Contact Created – Runs only when a new contact is created

  6. Contact DND – Runs when a contact’s DND flag is updated

  7. Contact Tag – Runs when tags are added or removed

  8. Custom Date Reminder – Runs on a custom date

  9. Customer Booked Appointment – The customer booked an appointment themselves.

  10. Customer Replied – Runs when an incoming message is received from a contact

  11. Email Events – Runs on specific email events

  12. Form Submitted – Runs when a form is submitted

  13. Note Added – Runs when a note is added to a contact

  14. Note Changed – Runs when a note is updated

  15. Opportunity Status Changed – Runs when the opportunity status gets changed

  16. Order Form Submission – Runs when an Order Form is submitted

  17. Pipeline Stage Changed – The pipeline stage was updated for an opportunity.

  18. Stale Opportunity – Runs when opportunities older than the given time duration

  19. Survey Submitted – Runs when a survey is submitted

  20. Task Added – Runs when a task is added to a contact

  21. Task Reminder – Reminds tasks due

  22. Trigger Link Clicked – Runs when your trigger link is clicked

  23. Twilio Validation Error – Runs based on the Twilio Lookup response before sending an SMS or making a call. Number Validation has to be enabled in Agency Twilio Settings

Membership Triggers

  1. Category Completed – Runs when a category of specified product gets completed

  2. Membership New Signup – A customer/lead subscribed for membership

  3. Offer Access Granted – Runs when access to offer is granted

  4. Offer Access Removed – Runs when access to offer is removed

  5. Product Access Granted -Runs when access to product is granted

  6. Product Access Removed – Runs when access to product is removed

  7. Product Completed – Runs when product gets completed

  8. User Login – Runs when the user logs in membership

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Facebook

  1. Facebook Lead Form Submitted – Runs when the lead submits your facebook form

Shopify

  1. Abandoned Checkout – Runs when the leads (shoppers) does not complete the checkout

  2. Order Placed – Runs when the leads (shoppers) place an order

Gohighlevel Workflow Actions

Below are the actions you can take in GoHighLevel when an event is triggered.

External Communications

  1. Send Email – Sends an email to the contact

  2. Send SMS – Sends a text message to the contact

  3. Call – If the contact has been assigned to a user, this event will call the user and play the whisper message. If the contact is unassigned, this event will call the number listed in Settings > Company tab > Company Phone field and play the whisper message. If the person who answers the call presses any number key during the call, we will dial the Contact and if they answer, we will bridge the call.

  4. Voicemail – Pushes a pre-recorded voicemail file to the contact

  5. Messenger – Sends a Facebook Messenger message to the contact (contact needs to have previously messaged a connected Facebook page no more than 24 hours before arriving at this event in order for the message to successfully deliver)

  6. Instagram DM – Sends an Instagram DM to the contact (contact needs to have previously messaged a connected Instagram page no more than 24 hours before arriving at this event in order for the message to successfully deliver)

  7. Manual SMS – Creates a Manual Action for someone to manually send an SMS to the contact (Manual Actions can be found in Conversations > Manual Actions)

  8. Manual Call – Creates a Manual Action for someone to manually call the contact (Manual Actions can be found in Conversations > Manual Actions)

  9. GMB Messaging – Sends a Google My Business message to the contact

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CRM

  1. Add Contact Tag – Adds specified tags to the contact

  2. Remove Contact Tag – Removes specified tags from the contact

  3. Create/Update Opportunity – Creates or updates an Opportunity within the Pipeline that you select

  4. Add To Notes – Adds a Note to the Contact Record

  5. Assign To User – Assigns the contact to a user. Specify the user or add multiple for round-robin assignment

  6. Remove Assigned User – Removes any assigned users leaving the contact unasigned

  7. Set Event Start Date – Use this event to set the Event Start Date to a specific day, date, and/or time, which enables you to use Wait events that hold contacts in relation to the day/date/time that you set.

  8. Add To Workflow – Adds the contact to another workflow

  9. Remove from Workflow – Removes the contact from a specific workflow

  10. Remove From All Workflows – Removes contact from all workflows

  11. Remove Opportunity – Removes an oppotunity associated with the contact

  12. Send Internal Notification – Send a notification to someone other than the contact

  13. Set Contact DND – Activate do-not-disturb for the contact

  14. Edit Conversation – Mark the Conversation as Read/Unread and Archive/Unarchive it

  15. Send Review Request – Send a Review Request to the contact

  16. Stripe One Time Charge – Trigger a charge in Stripe for a fixed amount to a specific customer in your Stripe account

  17. Update Appointment Status – This action changes the status of an Appointment. If the Contact was added to this Workflow via an appointment-related Trigger (“Appointment” or “Customer Book Appointment”), the status of the Appointment that fired the Trigger will be updated. If the Contact was added to this Workflow via another method, the status of the most recent Appointment that the Contact is carrying will be updated

  18. Add Task – Pick an action for this step

  19. AI Appointment Booking Bot – Add contact to AI Bot flow for appointment booking. The bot will converse with user and try to book the appointment on the selected calendar

  20. Send Eliza Agent Platform – Once this action is configured, all the contacts will be delivered to Eliza for conversation.

  21. Add To Google Analytics – Fire an event in Google Analytics

  22. Add To Google Adwords – Fire a conversion event in Google Ads

  23. Update Contact Field – Update a field in the contact record

  24. Facebook – Add To Custom Audience – Add contact to a custom audience in Facebook

  25. Facebook – Remove From Custom Audience – Remove contact from a custom audience in Facebook

  26. Facebook – Conversion API – The Conversions API allows advertisers to send web events from their servers directly to Facebook

Membership Actions

  1. Membership Grant Offer – Grant contact access to a specific membership product

  2. Membership Revoke Offer – Remove contact’s access to a specified membership product

Conditions and Workflow

  1. If/Else – Fork the contact’s journey through this workflow based on conditions

  2. Wait – Holds a contact for a specific time, until a condition exists, or until the contact replies

  3. Webhook – Fire a webhook containing the contact’s details

  4. Go To – Go To enables you to take your contacts to other branch or step.

My Verdict

GoHighLevel is without a doubt one of the most effective digital marketing tools available right now. GoHighLevel Automation makes it simple to expand your business and improve your bottom line thanks to its complete feature set and user-friendly design.

GoHighlevel Workflows are amazing and one of the strong points of the platform.

Even if GoHighLevel Automation didn’t have 90% of its other features, the workflow functionality is so good I would still move to it for my marketing platform.

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