Sending texts or emails to your leads is a great way to engage with them, and it is the most convenient and efficient way of sending urgent information and updates to your leads. You can also use text and email communication in the system to send notifications to yourself. This allows you to set ‘alerts’ when specific trigger actions occur, allowing you to stay up-to-date with important information on your system, your leads, and your customers.
For example, you may want to be notified when a two-step order form is submitted, an appointment is booked, or a contact Unsubscribes from your communication. These are just a few examples of the many trigger actions you can create an email or SMS self-notification for.
Step 1: Setting Up Email / SMS Notification
The example below shows a SMS notification sent to oneself when a new appointment is booked within a particular calendar:
Activate the “Assign To User” trigger to designate Contact allocation to a specific User, tailored to criteria you define. Only Apply To Unassigned Contacts An essential aspect to consider is the toggle labeled “Apply exclusively to unassigned contacts.” When this option is deactivated, and the trigger activates for a contact already assigned to a user, […]
Guidance on dispatching internal notifications within workflows: Set up a new workflow: Click on Start from scratch Click on Create workflow Click on Add New Workflow Trigger Once you configured the workflow trigger: Click on Add your first Action Click on Send Internal Notification Choose the type of notification: Email notification Internal notification: SMS notification […]
Copying triggers proves valuable when you seek to implement identical triggers across various client locations. Rather than starting anew and customizing the trigger each time, duplicating allows you to replicate it effortlessly and tweak as needed. Follow the steps below if you want to copy a trigger:
Loops arise when two Triggers intertwine, either by mutually influencing each other or by one Trigger looping back into itself. These loops create an endless sequence of actions, negatively impacting app performance by monopolizing server resources. Consequently, system enhancements now include a mechanism to detect and restrict Triggers prone to causing such loops, safeguarding against […]
Think of triggers as the backbone of a platform, akin to the intricate connections found in Zapier’s Zaps. These conditional statements seamlessly link various modules, acting as the ‘secret sauce’ that powers the platform’s functionality and brings its coolest features to life. Example: Imagine you’ve configured a Zap within Zapier to transfer leads into a […]
GOHIGHLEVEL TAGS NOT BEING SAVED IN TRIGGERS Using Custom CSS Tag Issue Go to > Settings > Company > Scroll down to the Custom CSS Dashboard. Once in the dashboard, look for the Hide Tags and delete that line in the CSS. You can use ctrl-f to search for it. When adding a tag in […]
Understanding the Functionality of the Stripe One-Time Charge Trigger It is important to note that the Stripe one-time charge trigger is closely linked to the integration of Stripe within the Agency Settings. Please remember that for the one-time charge (OTC) trigger to function correctly, a card must be set as the default payment method within […]
If your Send Email trigger action is not firing, check these four common errors to troubleshoot:
Using lead values in pipelines allows you to help manage your business effectively. Typically a new lead, or ‘cold’ lead, in a beginning pipeline stage isn’t worth as much value as a ‘hot’ lead that’s farther along in the pipeline. In the system, you can create triggers to assign lead values based on specific actions. […]
