Logo

Overview of the Workflow Builder in GoHighLevel

To begin, navigate to the Automation section and click on Workflows. From there, select the option to create a new workflow by clicking the +Create Workflow button. Next, start the workflow from Scratch and proceed by clicking on Continue.

Settings

Default Settings

  1. Time Window

The timeframe for sending outgoing messages within your workflow is restricted to a specific window. This feature proves beneficial in preventing individuals from receiving text messages during late hours. You can construct your preferred window based on the day of the week and the designated time frame.

Allow Multiple

Enabling this option permits a single contact to pass through the workflow multiple times. However, if this option is disabled, contacts can only enter the workflow once. In such cases, if the trigger attempts to add them for a second time, no action will be taken.

Stop on Response

If a contact in this workflow responds to any of the sent messages or schedules an appointment, the remaining part of the workflow will be terminated. This feature is particularly beneficial for nurture campaigns as it prevents the possibility of repeatedly urging someone to act, such as “booking an appointment,” when they have already done so. This ensures that contacts are not annoyed by redundant requests.

Auto Mark as Read 

By default, outbound messages from the workflow are displayed in the Recents tab of conversations. However, if you prefer these messages to bypass the “Recents” tab and directly appear in the All tab, you can enable the Auto Mark as Read option.

Event Start Date

This feature is handy when organizing a webinar or any event scheduled for a future date. It allows you to send appointment reminders leading to the event, ensuring timely communication with participants.

Status 

The Status tab provides a comprehensive overview of all individuals who have gone through this workflow, including their current progress. It displays information such as the workflow status, their current step, and the subsequent execution or action to be taken.

Execution Log

This feature presents a detailed overview of a specific contact’s journey within the workflow since their addition. It provides:

  • A chronological view.
  • Starting from the bottom and moving upward.
  • Showcasing every action and event that has occurred since their entry.

Additionally, by clicking on the clipboard icon, you can access more detailed information about the contact’s status and the specific events that have taken place.

History 

The workflow allows for a comprehensive view of the complete history of every event that has been triggered. Similar to the functionality in the Status tab, clicking on the clipboard icon provides more detailed information. Additionally, by accessing the execution log, you can review all the events that have been fired from a specific contact since their addition to the workflow. This log provides a detailed record of the contact’s interactions and actions within the workflow.

Actions

By clicking the + button and searching for the desired action, you can add any action you want. Additional actions can be found by scrolling down.

Related Articles

Facebook / Instagram – User comments on a Post trigger on Workflow in GoHighLevel

What are the new Triggers? To initiate a workflow, simply select “Add Trigger.” Explore comment automation triggers conveniently housed under the “Facebook/Instagram events” category. Easily locate your desired trigger through direct search or by scrolling within the category. 1. New Triggers Navigate to triggers and choose from the assortment of available options tailored to your […]

John Mamado

IVR (Triggers and Actions) on Workflow in GoHighLevel

Transforming your business communication landscape, our Interactive Voice Response (IVR) system represents a paradigm shift. By harmonizing state-of-the-art technology with user-friendly design, our IVR capabilities elevate customer interactions to unprecedented levels of efficiency and satisfaction. Here’s how: – Available only for LC Phone customers – Pro Tip: Use the “IVR” Workflow Recipe for a head […]

John Mamado

How to use the Workflow Slack Premium Action in GoHighLevel

The Workflow Slack Premium Action feature empowers users to automate message delivery to Slack channels and users, enhancing communication efficiency and fostering team synergy. With three primary functions, it allows for messaging individuals, private channels, or public channels, facilitating seamless collaboration within teams. Agencies on Any Plan  ($97, $970, $297, $2970, $497, $4970) can access […]

John Mamado

How to use Facebook comment automation for Facebook Groups on Workflows in GoHighLevel

The functionality of triggering user comments on a post in Facebook and Instagram extends seamlessly to Facebook Groups as well. Prerequisite How to use this feature for Facebook Groups? When setting up a workflow, simply select “Add Trigger” to proceed. You’ll find triggers associated with comment automation under the “Facebook/Instagram events” category. Navigate directly to […]

John Mamado

How to Create a Birthday Reminder Workflow in GoHighLevel

Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clients. This tutorial teaches how to create and customize this versatile trigger for tailored birthday greetings or promotions. Enhance your marketing strategy with a personalized touch through this comprehensive guide. What is the Birthday Reminder Workflow trigger? Please Note: […]

John Mamado

How to use the Date/Time Formatter Workflow Action in GoHighLevel

Experience the Date/Time Formatter action, a dynamic utility empowering users to reshape date or date and time configurations and analyze dates within workflows. Seamlessly transform date formats to align with various applications, database systems, or communication platforms such as email, SMS, or Slack. Moreover, effortlessly assess date disparities to streamline date-centric computations and strategic planning. […]

John Mamado
Logo
Go HighLevel Onboarding, Training, Education, Coaching, Support, Products and Services. Enabling Customer Success for GHL Agencies Worldwide
Copyright Growthable 2023 | All Rights Reserved