GohighLevel Workflows – What You Can Do (And How)

gohighlevel workflows

Benefits of Using GoHighLevel Workflows

GHL Workflows can help businesses automate their marketing processes. By using Workflows, businesses can reduce manual tasks and streamline their marketing efforts. Here are some of the benefits:

1. Automation – With GoHighLevel Automation Workflows, businesses can automate their marketing processes, which means they can save time, reduce costs, and increase productivity. Workflows make it easy to create custom automation workflows that help businesses to interact with their database and prospects more efficiently.

2. Replace Manual Tasks – GoHighLevel Workflows can replace manual tasks, such as data entry, appointment booking, and follow-ups. This means businesses no longer have to spend time doing tedious tasks manually, instead, they can focus on more important tasks.

3. Reduce Zapier Usage – Workflows can reduce the usage of webhook software, such as Zapier. With Workflows, businesses no longer need to pay for third-party tools to connect different software, as they can build custom workflows within GoHighLevel.

4. Scheduling and Appointment Booking – GoHighLevel Workflows can be used to automate scheduling and appointment booking, which saves time and ensures that clients show up for appointments. This can help businesses increase their show rate and improve customer satisfaction.

5. Follow-ups – Customer service Workflows can be used to automate follow-ups, which ensures that prospects and clients receive timely communication. This can help businesses improve their customer engagement, increase sales, and build stronger relationships with their clients.

6. Automate Prospect and Team Interaction with Database – Workflows can automate the prospect’s interaction with the database, such as automating the process of sending welcome emails, newsletters, or promotional materials. Additionally, lead generation Workflows can be used to notify team members about new leads or opportunities, which ensures timely follow-ups.

7. Marketing Automation Workflows – GoHighLevel’s marketing automation features are perfect for small businesses as they provide the ability to automate common marketing tasks without the need for extensive technical knowledge. Workflows are easy to set up and use, which means small businesses can get started with marketing automation quickly.

8. Part of a Complete Marketing Mix – CRM Workflows are an essential part of a complete marketing mix, as they help businesses automate tasks and streamline their marketing efforts. By using Workflows, businesses can create a consistent and effective marketing strategy that drives results.

In conclusion, GoHighLevel Workflows is an invaluable asset to businesses looking to automate their marketing processes. By using Workflows, businesses can increase productivity, reduce costs, and improve customer engagement. Additionally, Workflows can be used to automate scheduling and appointment booking, follow-ups, prospect and team interaction with the database, and many other common marketing tasks. To maximize the benefits of Workflows, businesses should include them as part of a complete marketing mix.

Exploit These Pre-Made 14 GoHighLevel Workflow Recipes

GoHighLevel provides 14 Workflow Recipes to kickstart your automation journey. These ready-made templates encapsulate common flows, expediting your deployment process. Customizing these templates within the Workflow editor ensures they meet your unique business needs. Here are the 14 Recipes:

  1. Appointment booking
  2. Appointment confirmation and reminder
  3. Appointment confirmation, reminder, survey, and review request
  4. Auto missed call text-back
  5. Birthday template
  6. FAQ auto-reply
  7. FB messenger
  8. Fast 5 lite
  9. Fast Five
  10. GMB business message
  11. List reactivation
  12. Send review request
  13. Webinar registration confirmation and reminders
  14. No-show template

Understanding Triggers for GoHighLevel Workflows

GoHighLevel provides an extensive list of triggers that you can utilize to configure your Workflow. Whether it’s based on appointments, contact actions, Facebook events, or Shopify orders, you have a multitude of options. Following the selection of a trigger, you can further hone the audience selection by implementing the Filters feature, refining the engagement to people with specific tags or statuses.

Getting Started with GoHighLevel Workflows

Here we will focus on getting started with this CRM’s workflows, exploring the basics of workflow creation and the various types of workflows available. Whether you are new to GoHighLevel or have been using it for a while, this guide will help you understand how to leverage workflows to grow your business.

A  Step-By-Step Guide To Creating Your First Workflow

Workflows are an essential part of any efficient digital marketing agency or system. They help automate recurring tasks, saving time and effort for marketers and businesses. With the GoHighLevel CRM platform, creating workflows is easy and intuitive.

To create a Workflow on GoHighLevel, the writer needs to go to the dashboard and select Automation > Click + Create Workflow > Select either a Recipe or create a new one from scratch > Click Create New Workflow > Adjust the triggers, events, and actions > Toggle to Publish > Click Save.

In the first step, the writer needs to select whether they want to create a workflow from scratch or take a recipe, which is an existing template, and customize it to suit their needs. If they select to create from scratch, the writer needs to name the workflow, choose the workflow type (Linear or Step), and select the starting point.

Once the basic structure is in place, the writer needs to add triggers that initiate a workflow when certain criteria are met and events that determine the action to take when the trigger criteria are met. These triggers could include custom fields, opportunity status, customer campaigns, or even stale opportunities, depending on the writer’s needs.

After the triggers and events are in place, the writer needs to add any necessary actions to the workflow, such as updating the opportunity status, sending a business message, or adding an event to an email sequence.

To integrate old campaigns and triggers into workflows, the writer will need to create a new workflow and pick a campaign to import from; this will let them add any specific campaign data into a new workflow quickly.

Finally, once all the triggers, events, and actions are defined, it’s essential to toggle the Publish switch to on and click Save to activate the workflow.

In Short:

  1. Navigate to your dashboard and select the agency subaccount to set up your Workflow.
  2. Choose Automation on the left-hand side of the screen.
  3. Click ‘+ Create Workflow’.
  4. Choose between an empty Workflow with ‘Start from Scratch’ or a pre-made template with ‘Recipe’.
  5. Once your Workflow is ready, slide the toggle to ‘Publish’ and click ‘Save’. Your Workflow is now live and ready to go.

With the easy-to-use GoHighLevel platform, creating workflows is a straightforward process that will save time and increase productivity. By following these simple steps for workflow creation and integration, marketers and businesses can automate repetitive tasks, achieve better efficiency, and focus on more vital marketing tasks.

Setting Up Your Digital Marketing Agency in GHL’s Workflows

When it comes to running a successful digital marketing agency, having a proper workflow is paramount. With these Workflows, you can easily automate and organize your marketing efforts to create a seamless customer experience. This all-in-one platform comes with a range of features designed to make digital marketing easier than ever before.

You can create custom fields and custom audiences to personalize your customer campaigns, making it easier to reach your target audience with the right message at the right time. You can also identify stale opportunities and update them to create better ROI.

The process of setting up your account is simple, and it starts by creating your account. Once you’re set-up, you can begin managing your opportunities and pipeline stages to track effectively where each client is in the sales process. You can connect your Google AdWords account and integrate campaigns into workflows to streamline your marketing efforts further.

In conclusion, setting up your digital marketing agency in GoHighLevel automation Workflows is an excellent way to streamline and automate your marketing efforts. With the platform’s comprehensive features such as custom audience, custom fields, and the ability to identify and update stale opportunities, you can easily create and manage successful campaigns. Don’t miss out on this opportunity to take your marketing to the next level. Sign up for a 14-day free trial and join their exclusive community of successful marketing agencies using GoHighLevel Workflows today.

Automating Digital Marketing Agency Systems with Workflow Features

Let’s delve into how GHL’s business workflows can help marketing agencies automate their digital marketing systems, providing them with a more efficient and organized approach to managing their campaigns, clients, and opportunities. We will explore the different types of workflows, their action steps, and how to trigger them to perform a specific task. Let’s dive in!

Automating Customer Campaigns With Custom Audiences and Fields

One of the most powerful ways to engage with customers and leads is through personalized marketing messages. GoHighLevel takes this approach a step further by enabling businesses to automate their marketing campaigns with custom audiences and fields.

Using custom audiences and fields on GoHighLevel allows businesses to segment their customers based on specific characteristics, such as location, interests, or purchasing behavior. This not only improves the targeting of marketing campaigns, but also increases engagement rates, as customers are more likely to respond to messages that are personalized to their individual needs.

Here is a step-by-step guide on how to create custom fields and audiences, and set up automated campaigns using these features on GoHighLevel:

1. Create Custom Fields:

Custom Fields are specific information about a customer or lead that is unique to your business. This could include anything from their industry, job title, or interests. To create custom fields on GoHighLevel, go to the ‘Settings’ tab, click on ‘Custom Fields’, then click on ‘Add Field’. From there, you can create a new field and assign it to a specific customer or lead.

2. Create Custom Audiences:

Custom Audiences are groups of customers or leads that are based on specific characteristics, such as purchasing behavior or demographic information. To create custom audiences on GoHighLevel, go to the ‘Audience’ tab, click on ‘Create Audience’, then select the criteria you want to use to create the audience. You can also add multiple criteria to further refine your audience.

3. Set Up Automated Campaigns:

To set up automated campaigns with custom audiences and fields, go to the ‘Campaigns’ tab, click on ‘Create Campaign’, then select the type of campaign you want to create. When you get to the ‘Audience’ step, select the custom audience you created earlier and apply the custom fields to personalize the campaign message to each individual customer or lead.

4. Test and Optimize:

Testing and optimizing campaigns is crucial for maximizing their effectiveness. GoHighLevel provides a range of tools to help businesses measure the success of their campaigns, including tracking metrics such as click-through rates and conversion rates.

In conclusion, automating customer campaigns with custom audiences and fields on GoHighLevel can greatly improve the effectiveness of marketing efforts. By segmenting customers based on specific characteristics, and personalizing messages to their individual needs, businesses can achieve higher engagement rates and greater success in their marketing efforts.

Identifying and Updating Stale Opportunities in Their Workflows:

If you’re using GoHighLevel as your all-in-one platform for digital marketing and managing your clients, it’s important to make sure that your opportunities stay fresh and up-to-date. Stale opportunities can lead to missed chances for new business and lost revenue for your agency.

Here’s how to identify and update stale opportunities in GoHighLevel workflows:

1. Navigate to your Opportunities tab

The first step to identifying and updating stale opportunities in this platform’s workflows is to head to your Opportunities tab. From here, you can see all of your current opportunities and their statuses.

2. Sort by Opportunity status

To filter for any stale leads, sort your opportunities by their Opportunity status. This will allow you to quickly see which leads have been inactive or neglected.

3. Update the opportunity status

Once you’ve identified a stale opportunity, use the Actions dropdown to update the opportunity status to reflect the current stage of the lead. By doing so, you can keep track of where each lead stands in your pipeline and what step should come next.

4. Incorporate automations into your workflow

To prevent leads from becoming stale in the first place, consider incorporating automation into your GoHighLevel workflow. Wait times and Email Sequences are great examples of features that can be used to keep leads engaged and interested in your product or service.

With wait times, you can set a specific time frame for following up with your leads. This ensures that you stay top of mind and don’t miss out on any potential business. Similarly, email sequences allow you to create a series of pre-written emails that will automatically be sent to your leads at specific intervals. This can help nurture prospects and move them along in your sales funnel.

In conclusion, staying on top of your opportunities in marketing and sales workflows is crucial for maintaining a successful marketing agency. By following these steps and utilizing the available automations, you can identify and update stale opportunities effectively.

Scheduling Email Events and Sequences for Future Videos

Are you looking to schedule email events and sequences for future videos on your GoHighLevel platform? It’s easier than you might think. With just a few clicks, you can ensure that your contacts receive timely reminders about upcoming events and have all the information they need at their fingertips.

To get started, simply navigate to the Workflow tab on your GoHighLevel platform and select the Workflow you want to edit. From there, you can add an email event action and customize the message with the relevant information such as video links or webinar details.

Next, set up a “Wait” action and choose a specific time frame before or after the event start date using the “Event Start Date” action. This will ensure that the email is sent at the appropriate time and in relation to the event date. You can choose to send the email a few days before the event or even after the event is over, depending on your specific needs.

To ensure that your contacts receive a follow-up sequence with additional emails, simply use the “Sequence” action. This will allow you to craft a series of emails that will be sent out after the initial message, keeping your contacts engaged even after the event is over.

With these simple steps, you can easily schedule email events and sequences for future videos on the GoHighLevel platform. This feature will help you stay on top of your marketing tasks and ensure that your clients receive the information they need when they need it. So why wait? Start using this powerful marketing automation feature today and see the results for yourself!

Offering a 14-Day Free Trial or Day Trial Plan

If you want to attract new customers to your business, offering a 14-Day Free Trial or Day Trial Plan can be one of the most effective methods. Using GoHighLevel, you can easily customize your pipeline stages to offer your prospects a free trial of your product or service.

To get started, head over to your ‘Settings’ on GoHighLevel and navigate to the ‘Pipelines’ section. Create a new custom pipeline stage for your 14-day free trial or Day Trial plan. This step ensures that all the new leads interested in your free trial offer will be routed to this stage.

For a 14-day free trial, you would need to create a custom field within the pipeline that identifies when the trial period will end. This enables GoHighLevel to move these opportunities to the next suitable stage or your preferred workflow, once the trial time has ended.

For Day Trial plans, a more effective step would be to set up an automation workflow that would send an email to your potential clients the day their trial is ending. This email could include various elements, such as renewing the subscription, opting for a paid plan or an exclusive offer after their trial period ends.

Make sure to adjust your billing settings accordingly for clients who are opting for the free trial or day trial plan. By doing this, you won’t bill your customers until their free trial ends.

In summary, offering a 14-Day Free Trial or Day Trial Plan is an excellent strategy to attract new customers to your business. By creating a custom pipeline stage, tracking the trial period and setting up automation workflows, GoHighLevel can help you offer a seamless experience with ease.

Frequently Asked Questions

  1. What are GoHighLevel Workflows? They are automated business processes that connect various modules on the GoHighLevel platform. They allow users to create a visual representation of their customer’s journey by defining triggers, events, and actions.
  2. How can I create a GHL Workflow? You can create a HighLevel Workflow from your dashboard. Navigate to Automation, then click ‘+ Create Workflow’. You can choose to start from scratch or select a pre-made Recipe. Once you’ve set up your workflow, toggle to ‘Publish’ and click ‘Save’.
  3. What are the advantages of GoHighLevel Workflows? They provide numerous benefits, including streamlined scheduling, increased show rates, and automated follow-ups. They also replace various automation tools, reducing the need for additional software.
  4. What are the GoHighLevel Workflow Recipes? GoHighLevel offers 14 pre-made Workflow Recipes, which are templates that encapsulate common business processes. You can use these as is, or customize them to suit your business needs.
  5. Can I customize these Business Workflow Recipes? Absolutely! While the Workflow Recipes provide a starting point, you can customize them to meet your unique needs using the Workflow editor.
  6. Which automation tools can GoHighLevel Workflows replace? GoHighLevel Workflows can replace a wide range of automation tools, including Klaviyo, Mailchimp, Active Campaign, Keap, Ontraport, and Zapier.

With the power of GoHighLevel Workflows at your disposal, you can automate complex business processes, create personalized customer journeys, and replace various automation tools. This leads to optimized business operations, enhanced customer engagement, and a streamlined software stack.