Hi, how could i get your workflow automations templates? I have an account with GH, i am dabbling on the workflows, but still not had time to dive into all the pipelines and nurture workflows. I have events coming up and i would like to have a GOOD template of a workflow that follows up with our attendees and the ones that didn't attend... but it's a little overwhelming to think about all the necessary and important steps i should be using... i find your videos to be very easy to follow and understand, so thank you for that already.
Thanks for the detailed breakdown of GoHighLevel workflows! The section on automations was especially helpful. Do you have any advice on common pitfalls to avoid when setting up complex workflows? Appreciate the great guidance!
🎯 Key Takeaways for quick navigation: 00:00 🚀 *Introduction to HighLevel Workflows* - Overview of HighLevel's Workflow Builder. - Importance of understanding pipelines and opportunities before using workflows. - Brief explanation of setting up pipelines in HighLevel. 01:21 🤖 *Workflow Builder Settings* - Explanation of Workflow Builder settings: re-entry, stop on response, time zone, time windows, sender details, and conversations. - Importance of correctly configuring settings for effective workflow implementation. 02:19 🛠️ *Workflow Builder: Triggers and Actions* - Introduction to triggers and actions in the Workflow Builder. - Explanation of triggers related to contacts, events, appointments, opportunities, and more. - Emphasis on understanding the distinction between triggers and actions in workflow creation. 03:01 🌐 *Triggering Workflow with Form Submission* - Demonstrates setting up a workflow trigger based on form submission. - Choosing a specific form as a trigger and the flexibility to add multiple triggers. - Highlighting the common use of workflows triggered by form submissions. 04:12 📊 *Updating Opportunities in Workflows* - Creating or updating opportunities in the workflow based on form submission. - Explanation of opportunity name, source, lead value, status, and other relevant settings. - Importance of accurately updating pipelines for effective CRM management. 07:18 📧 *Internal Notification for Lead Follow-up* - Setting up internal notifications for immediate follow-up with team members. - Configuring internal notifications with email details, subject line, and message content. - Ensuring prompt communication and collaboration within the team. 09:28 📱 *Sending SMS to Contact* - Sending SMS to the contact with personalized content. - Importance of crafting concise and effective SMS messages. - Using conditional logic for dynamic communication based on contact responses. 11:08 ⏰ *Adding Wait Steps and Conditional Logic* - Adding wait steps to allow time for contact responses. - Introduction to conditional logic with if-else steps in workflows. - Creating structured workflows with branches based on contact interactions. 13:16 🔥 *Marking Hot Leads and Notifying Team* - Marking leads as "hot" based on contact responses. - Utilizing internal notifications to inform the team about hot leads. - Integrating automated notifications for efficient lead management. 14:27 ☎️ *Call Whisper Feature for Immediate Calls* - Exploring the call whisper feature for immediate contact calls. - Providing instructions for users to connect with leads by pressing a key. - Enhancing engagement and ensuring timely follow-up through automated calls. 15:38 🔄 *Continuous Follow-up and Long-Term Sequences* - Demonstrating long-term follow-up sequences for leads that don't immediately respond. - Balancing continuous follow-up with the need for timely engagement. - Recommending strategic follow-up approaches for different scenarios. 17:15 🎥 *Conclusion and Additional Resources* - Recap of key workflow features and capabilities. - Invitation to watch a comprehensive HighLevel tutorial for in-depth learning. - Information about upgrading or starting to use HighLevel with exclusive bonuses. Made with HARPA AI
This was a super clear, super valuable lesson. Do you have any lessons on building landing pages in GHL, especially for mobile, or can you recommend any? Thanks Keaton. Greetings from Brisbane.
Hey Keaton! I am about to sign up but have a question... Is it able to track UTMS? I have ads running for clients and need to know which add is bringing in results since fb doesn't have accurate results. Please let me know, thanks!
Yes you can! My Skool community would be a good place to ask this type of thing. Here is an invite: www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
If you have multiple products/ services, would you use multiple pipelines and create unique opportunities that matches the pipeline? I noticed that moving and updating duplicate opportunities in the same pipeline has it's limitations.
huh! I was like did you brake an arm? why is your broken arm moving so much, wait, is he doing all this with one arm? this guy sick.... Oh, it's a baaaaby.
Great video. Do you ever use voicemail drops to the customer in your workflow once they have filled out a form? Like “hey it’s Cody here from aircon west, just got your information from the form you filled out on our website, I will send you a sms with a link so I can get some more info to complete your quote a lot faster “ something like that anyway ?
When you say you can use whatever email you want at internal notifications, are you saying you can makeup any email regardless if it actually exists or any email that actually exists?
Is it possible to do if/else branches based on if a form was submitted on a specific page? Like if they did Form A on Page A is one branch, and Form A on Page B goes down another branch.
You can use a simple workflow automation for that. Use my free Skool community to ask this type of thing so that everyone can learn: www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
But what if the person just responds to the SMS with something random like - "No first tell me if you have XYZ" …instead of replying with what we'd ideally want them to reply with…? Can we set some filter, rather just taking them down the workflow, hoping for their reply to fit our workflow's structure…? EDIT: I just saw your "GHL AI is here" video… and there you mentioned "Workflow AI"… Is that the missing key to the puzzle I mentioned above? I hope it makes sense… (& I'm already in your Skool group)
Yes you can filter on intent alone. There are several options to integrate AI. You can definitely get it set up to work with your structure. Let's try and keep things like this in the Skool community. Thanks!
Hey, I'm currently building out all my automations but I'm getting kind of confused atm. Whats the best way to stay organized with all the actions workflows take, and how to structure all teh triggers. Do you use only tags for triggers to have an overview above everything? Do you have a logic in naming your flows?
Great questions and these types of things are important when you get more complex workflows. So everyone can learn, ask this in my Skool community: www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
Hey there, i have like 600 contacts in my go high level and they keep on adding through my online form from my website. I want to set up email automation consisting of a few emails that i want to send them all. What triggers do i need to set up so that the existing contacts also get the emails and the ones get them too. Any feedback will help
To be honest, the easiest way is to make a workflow with your desired emails and then duplicate that. The one workflow you can add your 600 contacts to and the other one you can add the the form for the new contacts
Hey Keaton! I have Email automation set up, but when I'm testing it, I have the condition "Contact Replied" to the email, but when I "test" replied, it still said I didn't respond and put me into the "ghosting" flow. I just don't want people who actually replied to the email to go into my Ghosting workflow. Thanks! BTW I also tried Intent type and still had the issue
Great! Try to post things like this in my Skool community so that everyone can learn: www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
From inside of a workflow or on the left hand side under settings. Ask this type of thing in my free Skool community. Here is an invite for you: www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
also want to add everyone who has never bought the course or doesn't have a call booked into a workflow. Can someone help me with this? or point me to a video that can help? Thank you!!!!
What a great video Keaton! Question - to upgrade to the 297 plan using your affiliate link, will it work as I'm using the 50% off holiday offer? I want to get your snapshots 💪🏼
Awesome@@ItsKeaton - I just upgraded using your affiliate link. Could you book me on a call with you to explore if you could offer me consulting? Would mean a lot!
Hey @@ItsKeaton I subscribed to GHL using your affiliate link. I'm looking forward to the snapshots you offered in exchange. Please let me know how can I get them.
Hey man! to book a call check go.itskeaton.com/book and for the snapshots etc. they should be automatically in your email. If they aren't send me an email at kw@itskeaton.com and we will sort you out@@joseburneo91gmail
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Hi, how could i get your workflow automations templates? I have an account with GH, i am dabbling on the workflows, but still not had time to dive into all the pipelines and nurture workflows. I have events coming up and i would like to have a GOOD template of a workflow that follows up with our attendees and the ones that didn't attend... but it's a little overwhelming to think about all the necessary and important steps i should be using... i find your videos to be very easy to follow and understand, so thank you for that already.
Thanks for the content maintaining daddy duty when serving us value, respect.....I'm sure your baby is High-level lord..😂❤️
Love the baby bring included! ❤ Thank you for this video!! This is EXACTLY what I need to master. I will absolutely watch this more than once 🙏🏾
You are so welcome!
Nice one. Thanks for the spam keyword tip!
Awesome man, diving headfirst into high level. I'm enjoying learning from you. Thank you
Let’s go
Super helpful thank you... also love the little baby sqweaks in the background!
Glad it was helpful! Haha dad duty calls XD
Wow. there are alot of added things in GHL. The automation is even better. Great Video!
Glad you liked it!
Thanks, Keaton! This is sooo helpful! Would love to see more videos like this!
Working on more!
@@ItsKeaton Looking forward to it!
Thanks for the detailed breakdown of GoHighLevel workflows! The section on automations was especially helpful. Do you have any advice on common pitfalls to avoid when setting up complex workflows? Appreciate the great guidance!
Thanks for the AI comment!
🎯 Key Takeaways for quick navigation:
00:00 🚀 *Introduction to HighLevel Workflows*
- Overview of HighLevel's Workflow Builder.
- Importance of understanding pipelines and opportunities before using workflows.
- Brief explanation of setting up pipelines in HighLevel.
01:21 🤖 *Workflow Builder Settings*
- Explanation of Workflow Builder settings: re-entry, stop on response, time zone, time windows, sender details, and conversations.
- Importance of correctly configuring settings for effective workflow implementation.
02:19 🛠️ *Workflow Builder: Triggers and Actions*
- Introduction to triggers and actions in the Workflow Builder.
- Explanation of triggers related to contacts, events, appointments, opportunities, and more.
- Emphasis on understanding the distinction between triggers and actions in workflow creation.
03:01 🌐 *Triggering Workflow with Form Submission*
- Demonstrates setting up a workflow trigger based on form submission.
- Choosing a specific form as a trigger and the flexibility to add multiple triggers.
- Highlighting the common use of workflows triggered by form submissions.
04:12 📊 *Updating Opportunities in Workflows*
- Creating or updating opportunities in the workflow based on form submission.
- Explanation of opportunity name, source, lead value, status, and other relevant settings.
- Importance of accurately updating pipelines for effective CRM management.
07:18 📧 *Internal Notification for Lead Follow-up*
- Setting up internal notifications for immediate follow-up with team members.
- Configuring internal notifications with email details, subject line, and message content.
- Ensuring prompt communication and collaboration within the team.
09:28 📱 *Sending SMS to Contact*
- Sending SMS to the contact with personalized content.
- Importance of crafting concise and effective SMS messages.
- Using conditional logic for dynamic communication based on contact responses.
11:08 ⏰ *Adding Wait Steps and Conditional Logic*
- Adding wait steps to allow time for contact responses.
- Introduction to conditional logic with if-else steps in workflows.
- Creating structured workflows with branches based on contact interactions.
13:16 🔥 *Marking Hot Leads and Notifying Team*
- Marking leads as "hot" based on contact responses.
- Utilizing internal notifications to inform the team about hot leads.
- Integrating automated notifications for efficient lead management.
14:27 ☎️ *Call Whisper Feature for Immediate Calls*
- Exploring the call whisper feature for immediate contact calls.
- Providing instructions for users to connect with leads by pressing a key.
- Enhancing engagement and ensuring timely follow-up through automated calls.
15:38 🔄 *Continuous Follow-up and Long-Term Sequences*
- Demonstrating long-term follow-up sequences for leads that don't immediately respond.
- Balancing continuous follow-up with the need for timely engagement.
- Recommending strategic follow-up approaches for different scenarios.
17:15 🎥 *Conclusion and Additional Resources*
- Recap of key workflow features and capabilities.
- Invitation to watch a comprehensive HighLevel tutorial for in-depth learning.
- Information about upgrading or starting to use HighLevel with exclusive bonuses.
Made with HARPA AI
This was a super clear, super valuable lesson. Do you have any lessons on building landing pages in GHL, especially for mobile, or can you recommend any? Thanks Keaton. Greetings from Brisbane.
Thanks!
How to Create a Landing Page in GoHighLevel (Top Clickfunnels Alternative)
ruclips.net/video/qUXi-cdO26w/видео.html
Can u make another video on how and the best tricks to follow up with client’s leads and how to help with client to close more leads ?
This
Already did
ruclips.net/video/4SPNrf6bOWY/видео.htmlsi=I_JfGxpb1Fp-IfY8
This is so amazing! Thank you so much...
You're so welcome!
What happens if the customer replies to the text to opt 'OUT'? Do you need an automation in there to move to a dead pipeline or something?
Not necessarily a dead pipeline. Just turn on DND for SMS
Keaton a real one
Thx
hey, loved the tutorial but I have a question : How did you get that smaller version of yourself ?
Hey Keaton! I am about to sign up but have a question... Is it able to track UTMS? I have ads running for clients and need to know which add is bringing in results since fb doesn't have accurate results. Please let me know, thanks!
Yes you can! My Skool community would be a good place to ask this type of thing. Here is an invite:
www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
If you have multiple products/ services, would you use multiple pipelines and create unique opportunities that matches the pipeline?
I noticed that moving and updating duplicate opportunities in the same pipeline has it's limitations.
Super helpful!
huh! I was like did you brake an arm? why is your broken arm moving so much, wait, is he doing all this with one arm? this guy sick....
Oh, it's a baaaaby.
Great video. Do you ever use voicemail drops to the customer in your workflow once they have filled out a form? Like “hey it’s Cody here from aircon west, just got your information from the form you filled out on our website, I will send you a sms with a link so I can get some more info to complete your quote a lot faster “ something like that anyway ?
I haven't but it's something you can def do :)
When you say you can use whatever email you want at internal notifications, are you saying you can makeup any email regardless if it actually exists or any email that actually exists?
That actually exists
Is it possible to do if/else branches based on if a form was submitted on a specific page? Like if they did Form A on Page A is one branch, and Form A on Page B goes down another branch.
Those would be different workflows altogether
@@ItsKeaton That's what I was afraid of - lol. Thank you!
Love it! Keep on rocking, I need to adjust the speed to 0.75 LOL
Haha love it man, thanks!
Tom Valley
how do you get the free courses
By signing up here Gohighlevel.com/keatonwalker
Rusty Brooks
🔥🔥🔥🔥🔥
Great Video Dude! How do you move a user from one pipeline to another automatically?
You can use a simple workflow automation for that. Use my free Skool community to ask this type of thing so that everyone can learn:
www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
But what if the person just responds to the SMS with something random like - "No first tell me if you have XYZ" …instead of replying with what we'd ideally want them to reply with…?
Can we set some filter, rather just taking them down the workflow, hoping for their reply to fit our workflow's structure…?
EDIT: I just saw your "GHL AI is here" video… and there you mentioned "Workflow AI"… Is that the missing key to the puzzle I mentioned above?
I hope it makes sense… (& I'm already in your Skool group)
Yes you can filter on intent alone. There are several options to integrate AI. You can definitely get it set up to work with your structure. Let's try and keep things like this in the Skool community. Thanks!
Hey, I'm currently building out all my automations but I'm getting kind of confused atm. Whats the best way to stay organized with all the actions workflows take, and how to structure all teh triggers. Do you use only tags for triggers to have an overview above everything? Do you have a logic in naming your flows?
Great questions and these types of things are important when you get more complex workflows. So everyone can learn, ask this in my Skool community:
www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
@@ItsKeaton Thx just joined
Hey there, i have like 600 contacts in my go high level and they keep on adding through my online form from my website.
I want to set up email automation consisting of a few emails that i want to send them all.
What triggers do i need to set up so that the existing contacts also get the emails and the ones get them too.
Any feedback will help
To be honest, the easiest way is to make a workflow with your desired emails and then duplicate that. The one workflow you can add your 600 contacts to and the other one you can add the the form for the new contacts
Do you know can you down load and save a work from from one agency to another?
Yes via Snapshots
Do you have to be the admin of the agency to see the snapshot? Sorry for the questions, I have been looking all over for these answers.
Yes, as the admin, go to the agency dashboard (not the subaccount). Then on the left hand side you will see "snapshots"
What if you are just a sub account is there away to do it?
@@justinstinnett9670 Gotta be an admin or ask an admin
Hey Keaton!
I have Email automation set up, but when I'm testing it, I have the condition "Contact Replied" to the email, but when I "test" replied, it still said I didn't respond and put me into the "ghosting" flow. I just don't want people who actually replied to the email to go into my Ghosting workflow.
Thanks! BTW I also tried Intent type and still had the issue
Never mind, I think I found it. It's Email Event, Opened or not!
Great! Try to post things like this in my Skool community so that everyone can learn:
www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
Where to add tags on high level
From inside of a workflow or on the left hand side under settings. Ask this type of thing in my free Skool community. Here is an invite for you:
www.skool.com/keaton-walker-group-3488?invite=45a96d8087ec44e59fb16b3ab803bad1
need to segment my workflow to get people who already booked a call to stop receiving emails about booking a call -how can i do this ?
also want to add everyone who has never bought the course or doesn't have a call booked into a workflow. Can someone help me with this? or point me to a video that can help? Thank you!!!!
I saw you ask this in the Skool community and answered there. Let me know if you're still having issues.
@@ItsKeaton great vid - thanks for
Is there a baby somewhere?
When you add the workflow set of creating the new opportunity can you capture an instragram username here if leads come in via a DM without a name?
Yep it will default to that
@@ItsKeaton unfortunately it doesn't for me. Any tips? It is just sending me the variable in brackets.
@@josephwilkins6469try removing the custom field in the workflow
What a great video Keaton!
Question - to upgrade to the 297 plan using your affiliate link, will it work as I'm using the 50% off holiday offer?
I want to get your snapshots 💪🏼
Yessir use this link
app.gohighlevel.com/holiday-promos?fp_ref=vmuk5
That’s for existing users
Awesome@@ItsKeaton - I just upgraded using your affiliate link. Could you book me on a call with you to explore if you could offer me consulting? Would mean a lot!
Hey @@ItsKeaton I subscribed to GHL using your affiliate link. I'm looking forward to the snapshots you offered in exchange. Please let me know how can I get them.
Hey man! to book a call check go.itskeaton.com/book and for the snapshots etc. they should be automatically in your email. If they aren't send me an email at kw@itskeaton.com and we will sort you out@@joseburneo91gmail