How to Create A Support Portal On (GHL) GoHighLevel for Free (ft. Sam Deegan of GHL TechTeam)
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Want the Snapshot? Name your reasonable price. Send an email to james@ddxweb.com with an offer.
Big thanks to Sam Deagan of GHL TechTeam for his help on this one!
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James Hurst is an expert at ClickFunnels, GoHighLevel and many other Online Marketing Softwares. He is also a software engineer and the host of The Marketing Show and owner of DDXWEB Marketing Agency. (www.ddxweb.com)
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What all is in the Support Portal?
Custom Menu Link
Support Pipeline
Custom Fields: Support Ticket Number, Loom URL, Screenshots of the Problem, Description of the problem/request
Workflow that creates the Support Ticket Number -- custom_values.support_ticket_number_custom_value
Custom Value: Support Ticket Number Custom Value {{right_now.year}}{{right_now.month}}{{right_now.day}}{{right_now.hour}}{{right_now.minute}}{{right_now.second}}
A workflow that you send to your customer explaining the new support portal :)
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Пікірлер: 30
Thank you guys for sharing this! our GHL wizards!
@TheMarketingShowChannel
2 жыл бұрын
Our pleasure!
Great video! Thank you for creating this. What I noticed is that each support ticket submitted, the info goes into tasks. So this is where I would refer to previous support tickets for the same user. In the automation I would allow multiple re-entries for the same user so that works fine. If you have a video / training on how to trigger other automations in the same workflow as I move the contact from "new ticket" to "work in progress" they would get an email, that would be great.
Using the custom fields you can only handle one support ticket per person. The next form entry will overwrite the field data in the contact record. You could use the workflow to update the contact name to have the date and time so you would have a separate contract record for each ticket. The issue will be the email address so you will have to turn on deuplicate records allowed.
@TheMarketingShowChannel
Жыл бұрын
yeah, you could also save off the ticket info in the notes field
amazing video
@TheMarketingShowChannel
6 ай бұрын
Thanks!
You can get non iMessage texts to Mac by turning on forward sms to your Mac under your messenger settings on your iPhone
@TheMarketingShowChannel
Жыл бұрын
Thank you!
Hey James what about if a client clicks on an email like a support email or a help at email that then triggers the email then goes into high-level and triggers the support form and it's automatically filled out because the client is already in high-level?
@TheMarketingShowChannel
Жыл бұрын
Inbound email triggers don’t seem to exist yet
Thanks for all this! Just a quick question, do you need to be a PRO GHL subscriber to achieve a support portal like this?
@TheMarketingShowChannel
4 ай бұрын
No! I don’t think so
@reecelamberth1083
4 ай бұрын
cheers😀@@TheMarketingShowChannel
If the same contact submits an additional ticket, it ends up replacing the fields that were previously there. This can cause an issue.
@TheMarketingShowChannel
Жыл бұрын
agreed. you'd have to look at the activity log or form submissions or create emails out of them ....this is definitely a limitation
@ddabblers
Жыл бұрын
@@TheMarketingShowChannel any automated solutions for this?
@TheMarketingShowChannel
Жыл бұрын
@@ddabblers for what exactly?
You mentioned a snap shot. Is that available to get?
@TheMarketingShowChannel
Жыл бұрын
We’ve improved on what you see here and decided to make the snapshot a bonus for those upgrading to SaaS mode as our referral. Or reach out to James@ddxweb.com to discuss alternatives.
I created this but it didn't show up anywhere except on agency view. Shouldn't the icon be available on every sub account? and where does the message actually land? I tried to send it to my phone but didn't receive the text
@TheMarketingShowChannel
2 жыл бұрын
You need to have at least one Twilio number setup for texting to work. For the icon to show up on all accounts it’s just one of the settings options for Menu links.
@KainVKail
2 жыл бұрын
@@TheMarketingShowChannel the setting is on. Must be something else. I contacted support and they're looking into it. Thanks for making this!
You lost me at the internal notifications…where the data coming from for that url…I understand it’s placing the form one submit somewhere???
@TheMarketingShowChannel
5 ай бұрын
Could you submit a loom to themarketingshow.com/questions/
@bbienaime
5 ай бұрын
@@TheMarketingShowChannel done
Bummer there's no help desk functionality.
@TheMarketingShowChannel
Жыл бұрын
hey David! I know custom objects are on the roadmap which when done would open up the doors for more help desk functionality. Much of the roadmap is driven by the ideas board and it looks like it is got some traction ideas.gohighlevel.com/automations/p/helpdesk-ticketing
be alot cooler if youd give us the template for free