How to Use GoHighLevel WORKFLOWS (If/Else, Automations, & More!)

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in this video i walk you through all you need to know about how to create workflows in GoHighLevel, starting with the pipeline, setting up the workflow automation builder, triggers, events, filters, actions, If/Else conditions and everything in between. Enjoy!
🚀30-day FREE trial of GoHighlevel (plus $8,391 in bonuses): www.gohighlevel.com/keatonwalker
📧 Join my Newsletter 👉 go.itskeaton.com/dd
00:00-Sebastian!
00:06-Opportunities & Pipelines
00:56-Making a simple pipeline
01:33-Settings
02:12-Builder
02:57-Adding trigger
03:45-Adding actions
05:44-Renaming Workflows
06:16-Adding Tags
07:09-Notifications
09:15-Reaching out to your Contact
10:55-Wait Step
11:35-If/Else
12:39-Going advanced with workflows
15:31-Going advanced with workflows
15:31-Advanced workflow templates
16:16-Outro
#smma #gohighlevel #tutorial #howto

Пікірлер: 81

  • @ItsKeaton
    @ItsKeaton5 ай бұрын

    🚀Get 30-day FREE trial of GoHighlevel (plus $8,391 in bonuses)👉 www.gohighlevel.com/keatonwalker

  • @ritaluisborges1289

    @ritaluisborges1289

    2 ай бұрын

    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.

  • @AkinbolaEmmanuel-zx7lp
    @AkinbolaEmmanuel-zx7lp5 ай бұрын

    Thanks for the content maintaining daddy duty when serving us value, respect.....I'm sure your baby is High-level lord..😂❤️

  • @ednmic
    @ednmic6 ай бұрын

    Nice one. Thanks for the spam keyword tip!

  • @masonstormer
    @masonstormer6 ай бұрын

    Awesome man, diving headfirst into high level. I'm enjoying learning from you. Thank you

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    Let’s go

  • @RKLearnsForever
    @RKLearnsForever3 ай бұрын

    Super helpful!

  • @CharlieHoffman-hk1ee
    @CharlieHoffman-hk1eeАй бұрын

    Super helpful thank you... also love the little baby sqweaks in the background!

  • @ItsKeaton

    @ItsKeaton

    Ай бұрын

    Glad it was helpful! Haha dad duty calls XD

  • @focusingforward
    @focusingforward6 ай бұрын

    Thanks, Keaton! This is sooo helpful! Would love to see more videos like this!

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    Working on more!

  • @focusingforward

    @focusingforward

    6 ай бұрын

    @@ItsKeaton Looking forward to it!

  • @JuzerPranom
    @JuzerPranomАй бұрын

    This is so amazing! Thank you so much...

  • @ItsKeaton

    @ItsKeaton

    Ай бұрын

    You're so welcome!

  • @jemueldionson5954
    @jemueldionson5954Ай бұрын

    Wow. there are alot of added things in GHL. The automation is even better. Great Video!

  • @ItsKeaton

    @ItsKeaton

    Ай бұрын

    Glad you liked it!

  • @talyahr3302
    @talyahr33022 ай бұрын

    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 🙏🏾

  • @ItsKeaton

    @ItsKeaton

    2 ай бұрын

    You are so welcome!

  • @snooz7376
    @snooz73766 ай бұрын

    Keaton a real one

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    Thx

  • @sloop4226
    @sloop42265 ай бұрын

    hey, loved the tutorial but I have a question : How did you get that smaller version of yourself ?

  • @agriris
    @agriris28 күн бұрын

    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.

  • @zeyadwahid9986
    @zeyadwahid99866 ай бұрын

    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 ?

  • @brandonlong2796

    @brandonlong2796

    6 ай бұрын

    This

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    Already did kzread.info/dash/bejne/ZoeEsNSfZsW1h7w.htmlsi=I_JfGxpb1Fp-IfY8

  • @-Evil-Genius-
    @-Evil-Genius-6 ай бұрын

    🎯 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

  • @sookim4662
    @sookim46626 ай бұрын

    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!

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    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

  • @seanybyne1982
    @seanybyne19826 ай бұрын

    Great Video Dude! How do you move a user from one pipeline to another automatically?

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    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

  • @cody8576
    @cody85763 ай бұрын

    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 ?

  • @ItsKeaton

    @ItsKeaton

    3 ай бұрын

    I haven't but it's something you can def do :)

  • @brendenduplessis7662
    @brendenduplessis76626 ай бұрын

    🔥🔥🔥🔥🔥

  • @bluemonster3793
    @bluemonster37934 ай бұрын

    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?

  • @ItsKeaton

    @ItsKeaton

    4 ай бұрын

    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

  • @bluemonster3793

    @bluemonster3793

    4 ай бұрын

    @@ItsKeaton Thx just joined

  • @qandeelkhalid
    @qandeelkhalid2 ай бұрын

    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

  • @ItsKeaton

    @ItsKeaton

    2 ай бұрын

    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

  • @gomezmario.f
    @gomezmario.f4 ай бұрын

    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.

  • @christinahhooper
    @christinahhooper13 күн бұрын

    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.

  • @ItsKeaton

    @ItsKeaton

    13 күн бұрын

    Those would be different workflows altogether

  • @christinahhooper

    @christinahhooper

    13 күн бұрын

    @@ItsKeaton That's what I was afraid of - lol. Thank you!

  • @JackRasmussen-qu2mt
    @JackRasmussen-qu2mtАй бұрын

    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?

  • @ItsKeaton

    @ItsKeaton

    Ай бұрын

    Not necessarily a dead pipeline. Just turn on DND for SMS

  • @NarrativeKnights
    @NarrativeKnights6 ай бұрын

    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

  • @NarrativeKnights

    @NarrativeKnights

    6 ай бұрын

    Never mind, I think I found it. It's Email Event, Opened or not!

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    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

  • @JonaSaxify
    @JonaSaxify2 ай бұрын

    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?

  • @ItsKeaton

    @ItsKeaton

    2 ай бұрын

    That actually exists

  • @keeganzoller8530
    @keeganzoller85306 ай бұрын

    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 ?

  • @keeganzoller8530

    @keeganzoller8530

    6 ай бұрын

    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!!!!

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    I saw you ask this in the Skool community and answered there. Let me know if you're still having issues.

  • @ChrisDaigle

    @ChrisDaigle

    4 ай бұрын

    @@ItsKeaton great vid - thanks for

  • @simplicityguy_
    @simplicityguy_Ай бұрын

    Love it! Keep on rocking, I need to adjust the speed to 0.75 LOL

  • @ItsKeaton

    @ItsKeaton

    Ай бұрын

    Haha love it man, thanks!

  • @JustinStin64093
    @JustinStin640933 ай бұрын

    Do you know can you down load and save a work from from one agency to another?

  • @ItsKeaton

    @ItsKeaton

    3 ай бұрын

    Yes via Snapshots

  • @justinstinnett9670

    @justinstinnett9670

    3 ай бұрын

    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.

  • @ItsKeaton

    @ItsKeaton

    3 ай бұрын

    Yes, as the admin, go to the agency dashboard (not the subaccount). Then on the left hand side you will see "snapshots"

  • @justinstinnett9670

    @justinstinnett9670

    3 ай бұрын

    What if you are just a sub account is there away to do it?

  • @ItsKeaton

    @ItsKeaton

    3 ай бұрын

    @@justinstinnett9670 Gotta be an admin or ask an admin

  • @Troid-X
    @Troid-X5 ай бұрын

    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)

  • @ItsKeaton

    @ItsKeaton

    5 ай бұрын

    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!

  • @Nongshamanipur
    @Nongshamanipur5 ай бұрын

    Where to add tags on high level

  • @ItsKeaton

    @ItsKeaton

    5 ай бұрын

    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

  • @NVRSTP
    @NVRSTP3 ай бұрын

    Is there a baby somewhere?

  • @josephwilkins6469
    @josephwilkins646912 күн бұрын

    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?

  • @ItsKeaton

    @ItsKeaton

    12 күн бұрын

    Yep it will default to that

  • @josephwilkins6469

    @josephwilkins6469

    12 күн бұрын

    @@ItsKeaton unfortunately it doesn't for me. Any tips? It is just sending me the variable in brackets.

  • @ItsKeaton

    @ItsKeaton

    11 күн бұрын

    @@josephwilkins6469try removing the custom field in the workflow

  • @joseburneo91gmail
    @joseburneo91gmail6 ай бұрын

    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 💪🏼

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    Yessir use this link app.gohighlevel.com/holiday-promos?fp_ref=vmuk5

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    That’s for existing users

  • @joseburneo91gmail

    @joseburneo91gmail

    6 ай бұрын

    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!

  • @joseburneo91gmail

    @joseburneo91gmail

    6 ай бұрын

    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.

  • @ItsKeaton

    @ItsKeaton

    6 ай бұрын

    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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