Mastering GoHighLevel Automations: Simplify Your Business Processes

If you are an agency or a small business owner working with a number of clients and customers, you should start using GoHighLevel automations today.

In this post, we'll show you exactly how you can setup gohighlevel automations and start running your business on autopilot.

HighLevel offers robust automation capabilities that help businesses save time and improve customer engagement. Using the platform, you can set up automated email campaigns, SMS messages, voicemail drops, and more.

Let's get started.

What Are GoHighLevel Automations?

With GoHighLevel automations you can streamline lead nurturing, automate text, social media messages, calls, voicemails, and effortlessly manage pipelines, calendars, and multi-channel marketing campaigns. Free yourself from repetitive tasks and focus on scaling your business.

Marketing automation makes running your business much simpler especially if you want to focus on growing your business instead of constantly managing administration tasks every day.

GoHighLevel Automations Breakdown

GoHighLevel marketing automation give businesses ability to automatically engage and communicate with their customers through a series of automated follow-up emails, SMS messages and voicemail drops.

Let's get started with some of these:

1. Email Automation

Email marketing is one of the most effective ways to reach your business customers. With GoHighLevel CRM’s email automation features, you can create targeted campaigns that are triggered by specific actions or behaviors.

One important thing to note: HighLevel is NOT an SMTP, so you'll need to integrate with an SMTP like Mailgun in order to take advantage of GHLs email features. Fortunately, SMTPs are typically incredibly cheap and easy to setup.

To create automated campaigns, you need to create a workflow for each one. You do this by adding actions that trigger certain events. For example, you send out an email inviting recipients to view a free online training video and then they receive an offer for a paid training course. Following this email, the action each recipient takes triggers another unique email response.

To use email automations in GoHighLevel, create a new campaign and select the email automation option. From there, you can choose from a range of triggers that will activate the automation. These triggers could be a customer making a purchase, filling out a form on your website, or simply opening an email.

Best Practices for Creating Effective Automated Email Campaigns

When creating effective email campaigns with GoHighLevel, follow these best practices.

• Personalize the content: Ensure you personalize your email content and make them more engaging. Using merge fields is an effective way to do this.
• Keep Subject Lines Short and Enticing: Subject lines should be short and eye-catching enough so they capture the attention of users and encourage them to open the email.
• Give Value: Your emails should be informative and valuable beyond just promoting a product or service.
• Use Clear Calls-To-Action: Don’t forget to provide a clear call-to-action and the next steps for users who open your email.
• Using Content AI: With GoHighLevel Content AI, you can quickly and effectively create engaging emails with the power of AI-assisted content creation.

2. SMS Automation

With GoHighLevel SMS Automation, you can create targeted text message campaigns. You'll need to have an SMS provider like Twilio to manage the sending. Check out our complete GoHighLevel Twilio Integration guide to get started. 

To get started with SMS automation in GoHighLevel, create a new campaign and select the SMS automation option.

From there, you can set up triggers in the same way as email automation. Once your trigger is activated, the platform will automatically send personalized text messages to your customers based on their behaviors.

Tips for Crafting Engaging Text Messages that Drive Conversions

To create text messages that truly engage customers and drive conversions, keep these tips and best practices in mind:

• Keep it concise: Text messages should be short and straight to the point. So stick to the essentials and keep it brief.
• Use personalization: Like with email automation, ensure you personalize your text messages. Using merge fields is an effective way to do this.
• Add clear calls-to-action: Clearly state clear calls to action within the message. Make it easy for users to know the next steps and take the required action.
• Provide value: Just like with emails, your SMS campaigns should offer valuable content beyond just promotional messaging.

3. Voicemail Drops

Voicemail drops offer a unique way to reach customers by leaving pre-recorded voicemails without having to call each person individually. With GoHighLevel's voicemail drop feature, your business can save time and effort while still providing personalized outreach.

How to setup automated voicemail drops in workflow?

Step 1 - Access the subaccount you are working with and navigate to the left menu, where you will find the Automation tab.

Step 2 - Click on 'Create Workflow' to initiate the setup process.

Step 3 - Next, choose the option 'Start from scratch...' and click on 'Create a new workflow' to proceed further.

Step 4 - After configuring the workflow trigger according to your requirements, it's time to add the first action. Click on 'Add your first Action' to continue.

Step 5 - If you wish for the calls to be directed to the assigned user's phone number, click on 'Assign to User'. In case no user is assigned, the calls will follow the routing specified in the Inbound Call Routing system.

Step 6 - To incorporate voicemail functionality, select the 'Call' option, followed by the 'Voicemail' action.

By default, the system will provide a call whisper, which states, 'You have a new lead, John Smith. Press any button to connect.' You have to customize this message by modifying the Call whisper message in the settings.

When the lead cannot answer the call, you will hear a message stating, 'Couldn't connect with the lead,' and the call will be terminated. Unfortunately, you won't be able to leave a personalized voicemail in such cases.

If you want to leave a personalized voicemail using our Call event, navigate to the call step settings and enable 'Disable Voicemail Detection.'

Lastly, you have the option to upload your desired voicemail file in this section.

When & How to Use Voicemail Drops Effectively?

There are many ways your business can leverage voicemail drops effectively with gohighlevel. Here are some workflow examples:

• Follow-up after an event or meeting: You should do customized outreach with voice messages after face-to-face meetings. This will have a greater impact than generic follow-ups through emails or SMS.
• After failed outreach attempts via phone call: After failing to reach a prospect or existing customer via the phone, you can leave a personalized voicemail to re-engage them. 
• Promote an event or special offer: If you're coming up on a limited-time promotion, voicemail drops can help you get the word out quickly and effectively

Benefits of GoHighLevel Marketing Automation for Businesses

Every day, an increasing number of businesses are investing in GoHighLevel's awesome suite of marketing automation tools to power their businesses... 

With these automations, your business can streamline its marketing processes, automate repetitive marketing tasks, and improve overall efficiency.

Here's how you can run your business on autopilot with gohighlevel automations:

• Scale your business effortlessly with automated marketing campaigns that streamline repetitive tasks and save time and resources.
• Target specific customer segments based on demographics, interests, and past behavior, ensuring tailored marketing efforts for maximum effectiveness.
• Enhance the customer experience with personalized and timely communication, increasing conversion and retention rates.
• Gain valuable insights into customer behavior and campaign effectiveness through real-time tracking and analysis of automated marketing efforts.
• Expand your reach without increasing your marketing team by leveraging automation to reach a larger audience.
• Nurture leads and build relationships through automated follow-up sequences and personalized content.
• Optimize marketing strategies with data-driven approaches, identifying trends and making informed decisions.
• Ensure brand consistency and recognition by maintaining consistent messaging across multiple channels through automation.
• Adapt quickly to market changes, seize opportunities, and stay ahead of the competition by scaling your business with automated marketing campaigns.
• Maximize conversion rates by catching leads while their interest is high through instant agent notifications and immediate follow-up calls.

By automating your marketing processes, you can reach more customers and provide them with the personalized content they crave. 

Other Benefits of GoHighLevel Marketing Automation

One of the biggest strengths of GoHighLevel is its ability to integrate with other marketing tools, such as Zapier and Hubspot.

Integrating with Other Tools

GoHighLevel integrations allow businesses to create even more complex and powerful automation that can increase the effectiveness of their marketing campaigns.

For example, you could set up an automation that automatically adds new leads from a landing page into GoHighLevel, automatically sends a welcome email via Mailgun, and finally adds the lead's information to GoHighLevel CRM.

The integration process is quite simple - all you need to do is set up the integration within GoHighLevel and connect it with other applications.

Once connected, you can begin creating workflows that use both platforms for maximum effect. The possibilities are endless when it comes to integrating with other tools.

Check out all our GHL integration guides below:

Custom Workflows

GoHighLevel makes this process easy by allowing you to customize nearly every aspect of its automation process.

You can customize everything from email templates and SMS messages to the events that trigger automation in the first place. For example, if a business wants automation that sends an SMS message thirty minutes after a lead fills out a form on their website, they can easily create this workflow within GoHighLevel.

Customization allows businesses to create effective automation and also stand out from competitors with unique customer experiences.

Verdict: Are GoHighLevel Automations Worth The Hype?

HighLevel automations can help you save time and money by automating tasks such as lead generation, appointment scheduling, follow-up emails, and more.

By automating these tasks, you can focus on more important aspects of your business such as customer service and product development.

From email automation to automated text messages, and voicemail drops, GoHighLevel provides a range of tools that can help businesses save time, create personalized experiences and increase efficiency when engaging with customers.

By utilizing these powerful features, your business can automate marketing campaigns and focus on other productive areas that matter most.