Top Reasons Marketing Agencies Struggle with Onboarding and How to Fix Them
Onboarding new clients can be tricky for many marketing agencies. It’s a critical phase where first impressions are made, and…
Overview The “Send Invoice” feature enables users to automate invoice delivery to contacts within a workflow. By simplifying the invoicing process, it ensures prompt and consistent billing for the products or services rendered. Action Name Send Invoice Action Description How to Configure Example Send an Invoice when Opportunity Status Changes Trigger Opportunity Status changed – […]
Overview The Task Added trigger enables you to start a workflow whenever a new task is created in a contact’s record. This helps automate actions tied to task creation, like alerting the assigned user, updating relevant task fields, or sending follow-up communications. Trigger Name Task Added Trigger Description This trigger activates whenever a new task […]
Overview The Task Reminder trigger enables you to create workflows that activate when task reminders are issued. This is useful for notifying users about upcoming tasks or prompting action on overdue tasks. Trigger Name Task Reminder Trigger Description This trigger activates when reminders linked to tasks are set off. You can apply filters to control […]
Overview The Contact Engagement Score trigger allows you to automatically add contacts to a workflow based on their engagement level and specific criteria, enabling you to streamline actions based on their interactions and overall involvement. Trigger Name Contact Engagement Score Trigger Description This trigger enables you to sort contacts into a workflow using their Engagement […]
Sales velocity refers to the rate at which opportunities progress from being identified to achieving the “Won” status and generating revenue. Note: Sales velocity is calculated by dividing the total sales value in USD by the average sales cycle duration in months. The components of the calculation are as follows: Total Sales Value: The sum […]
When setting up campaigns, triggers, settings, forms, and other elements within an account, if you intend to use that account as a blueprint for creating accounts for different clients, you can employ a feature called “snapshot.” This feature enables you to replicate all the components from the initial client’s account and import them into the […]
Navigate to the Automation tab, select Workflow, and then click the option to create a new Workflow. Within the Workflow dashboard, opt for starting a new Workflow from Scratch. Click Add New Workflow Trigger Scroll down until you see Shopify, and add the three tabs under Shopify. After adding the desired components, proceed to click […]
Go High Level and ClickFunnels are both popular platforms for building and managing online marketing campaigns. Go High Level is a comprehensive platform that offers a range of features, including lead generation, appointment scheduling, and customer relationship management. ClickFunnels, on the other hand, is focused on creating high-converting sales funnels and landing pages. Both platforms […]
I caught up with the one and only Shaun Clark of HighLevel (GoHighLevel) to talk through his experience with this years Summit called LevelUp summit, which was held in Dallas, Texas in October. He shares some inside information into the team, what’s around the corner for Q1 next year and of course some of the […]
What is GoHighLevel? Gohighlevel promises to be the perfect solution for small business owners, agency owners and even anyone really looking to start a marketing agency from home, and entrepreneurs who want an all-in-one sales, SMMA and marketing automation platform. In this review, we’ll take a look at how Gohighlevel can help you grow your […]
I’ve been waiting a long time for this one. Finally the GoHighLevel team announced their reporting and analytics for subaccounts. Next time you navigate to your agency dashboard, click sub-accounts and you’ll see a lovely list of sub-accounts along with all their metrics. Its looks obvious to me that they only starting ingesting the data […]
Overview The “Send Invoice” feature enables users to automate invoice delivery to contacts within a workflow. By simplifying the invoicing process, it ensures prompt and consistent billing for the products or services rendered. Action Name Send Invoice Action Description How to Configure Example Send an Invoice when Opportunity Status Changes Trigger Opportunity Status changed – […]
