Ultimate GoHighLevel Workflow Tutorial For Beginners

Summary

Highlights

• Start by creating folders to organize workflows and use a consistent naming convention! 📂
• Explore the power of triggers and actions – they are fundamental in building automations! 🚀
• Use the 'Recipes' feature in GoHighLevel to kickstart common workflows quickly. 📜
• Duplicating workflows and adjusting them via filters can save time and effort. 🕒
• Testing is crucial – always run through your automations to validate your workflow setup! ✅
• Learn the benefits of stopping workflows upon receiving a response to avoid unnecessary follow-ups. ✋
• Understanding and utilizing execution logs will aid in troubleshooting and refining workflows. 🛠️

Key Takeaways

• Using GoHighLevel’s automations can transform your business processes and save time! 🚀
• Stay organized by utilizing folders and naming conventions to keep track of your workflows. 📂
• Don’t be afraid to experiment! The mantra here is to go fast and break things to learn quickly. 💥
• Understanding the distinction between triggers and actions is key to creating effective workflows. 🔑
• Recipes in GoHighLevel are a fantastic starting point for building common automations. 📜
• Always test your workflows to ensure everything functions as expected before going live. ✅
• Keeping the 'Allow re-entry' setting on for most workflows can ensure triggers work as intended. ♻️

Overview

Chapters

• 00:00 - 01:30: Introduction The Introduction chapter outlines the focus of the video, which is to provide a beginner's tutorial on creating workflows and automations in 'Go High Level'. The speaker reflects on the various advanced tutorials covered in previous weeks, such as automating forms, email campaigns, invoices, and checkout pages. Despite these, the speaker notes the absence of a fundamental tutorial for beginners and aims to address this gap by offering a comprehensive guide to starting with workflows. The speaker also shares a personal anecdote about the initial fear experienced when first using 'Go High Level' three years ago.
• 01:30 - 03:30: Workflows and Automations Interface This chapter focuses on demystifying the process of creating workflows and automations, aiming to build confidence in users. It starts by navigating users to the automations tab in their high-level account, where they can see and manage their workflows. The instructor explains that 'workflows' and 'automations' are used interchangeably, emphasizing that everything being discussed pertains to workflows. The chapter aims to reduce fear and complexity associated with setting up automations.
• 03:30 - 05:00: Organizing Your Account The chapter emphasizes the importance of organizing your account using folders and lists. It suggests creating folders to store individual workflows for better organization and recommends using a naming convention for easier identification. For example, within a folder named A101, automations could be named A101 D1, A101 D2, etc.
• 05:00 - 06:30: Creating a New Workflow The chapter titled 'Creating a New Workflow' emphasizes the importance of maintaining a clean and organized account by using a clear naming convention. This approach helps prevent chaos and makes management easier. The transcript provides examples of folder organization: 'Nurture Campaigns' for all nurture-related activities, 'Cancel No Show Reschedule' for calendar automations, and 'Invoices and Checkout Pages' for financial tasks. The chapter advocates starting with a clean setup and consistently maintaining it to avoid the complexity of cleanup later.
• 06:30 - 09:30: Understanding Triggers and Actions The chapter titled "Understanding Triggers and Actions" focuses on the importance of creating a systematic approach to managing automations and workflows, particularly in the context of invoices and checkout pages. It emphasizes the need for a unique naming convention to keep everything organized. The author shares their practical experience by discussing how they are building custom snapshots and automations for a high-level account they are partnering with. The aim is to provide practical insights alongside theoretical knowledge on building snapshots and automations.
• 09:30 - 14:00: Using Workflow Recipes The chapter titled 'Using Workflow Recipes' explains the new feature of subfolders in the 'Strategic campaigns' folder, allowing for better organization of accounts. It describes clicking into these folders to view individual workflows and automations. The chapter also guides on how to start creating the first workflow by clicking on a designated button.
• 14:00 - 23:30: Personalizing Workflows In the chapter titled 'Personalizing Workflows', the focus is on setting up new workflows within a software interface. The process starts by opening a new workflow from scratch which is essentially a blank canvas. Despite initial apprehensions of making mistakes, it's emphasized that setting up workflows should be approached as a basic and manageable task. The chapter begins with explaining the function of triggers in the workflow setup process.
• 23:30 - 31:00: Testing Workflows The chapter "Testing Workflows" discusses the flexibility in setting up multiple triggers within a system. It emphasizes that you can save multiple triggers to automate or test various scenarios. A key takeaway from the chapter is adopting a proactive and fearless approach to testing, as highlighted by the author's motto inspired by a mentor: "go fast and break stuff." This approach advocates for experimenting with different triggers to overcome the fear of making errors and to encourage innovation. The first lesson from this is overcoming the fear of breaking things to enhance the learning and development process.
• 31:00 - 40:00: Managing Automations and Contacts The chapter 'Managing Automations and Contacts' focuses on using triggers in a CRM system to automate tasks. It explains how to add and view triggers, emphasizing that multiple triggers can be utilized. The chapter categorizes triggers into groups, such as contact triggers and event triggers, demonstrating their powerful capabilities. It encourages users to explore these features to effectively manage automations. It underlines the importance of familiarizing oneself with different triggers to optimize workflow within CRM systems. By scrolling through available options, users can apply triggers for actions like contact creation, birthday reminders, and contact changes.
• 40:00 - 51:30: Advanced Automation Techniques In the chapter 'Advanced Automation Techniques', the focus is on exploring various triggers available within the platform. These triggers are essential for initiating different automated processes and can be based on events like form submissions, appointments, opportunities, and affiliates. The chapter encourages viewers to review the list of triggers to understand how they can be used effectively. It also highlights the search functionality, allowing users to find specific triggers quickly by typing keywords of interest. The aim is to equip users with the knowledge to efficiently set up automation workflows by leveraging these available triggers.
• 51:30 - 60:00: Conclusion and Additional Resources The chapter titled 'Conclusion and Additional Resources' discusses the functionality and configuration of customer interaction features, particularly focusing on call statuses and the differentiation between triggers and actions. It explains how triggers initiate events, leading to subsequent actions, and how these elements can be configured differently within the system. The hands-on section demonstrates the interface differences where users can set up triggers and actions. The chapter concludes by highlighting the versatility of these tools in managing customer interactions.

Ultimate GoHighLevel Workflow Tutorial For Beginners Transcription

• 00:00 - 00:30 over the last few weeks I've been teaching you how to create workflows and automations in go high level like this one right here on how to automate your forms or this one right here on how to automate your email campaigns and workflows in high level or these right here on how to automate your invoice and checkout pages in high level but today I realized I haven't even created a beginner's tutorial around workflows in high level so that's exactly what we're going to do in this video because when I started using high level about 3 years ago I really had a big fear around
• 00:30 - 01:00 automations around breaking things and the main goal of this video today is to take that fear away from you and make you a confident Automation and workflow builder in high level so check this out once you're in your high level account you'll want to click on automations and this will bring you to your workflow list so I use the word workflow and automation interchangeably but pretty much uh everything that we're looking at now are workflows but I also call them automations and once you're in your account you can see there's a couple of button couple of tabs but a lot of them
• 01:00 - 01:30 you really don't need the main thing that you need are these folders and these lists down here at the bottom this is where you would store all of your individual workflows and I highly recommend creating folders because that'll just keep everything a lot more organized and I in in combination with those folders you want some sort of naming convention so if I click into this folder a101 then I'll see automations that are called a101 D1 a101 D2 so basically that
• 01:30 - 02:00 just again helps keep your account clean and prevents a mess it's a lot easier to start clean and keep it clean than to clean up a mess in hindsight so definitely start clean and have some sort of naming convention and so if we go into the second folder nurture campaigns we'll find all of our nurture campaigns if we go into the next folder with let's say canel no showy schedule we'll see our calendar automations and if we go into the next folder called invoices and checkout Pages we'll see
• 02:00 - 02:30 all of our automations and workflows for invoices and checkout pages so definitely create some sort of system around that again where you have a unique naming convention and um you just keep things organized and so this is another highlevel account uh that I'm uh partnering and working on and I'm building a custom snapshot and automations and workflows for them so I'm not just explaining this stuff for you uh in theory but I'm actually practically building new snapshots and automations as I'm teaching this and so so in this account right here you can
• 02:30 - 03:00 see that if we go into the Strategic campaigns folder we actually have subfolders so that's another cool new update from high level that within folders you can have subfolders to keep your account even more organized and so once we actually click into one of these folders now that's when you see the individual workflows and automations going back to our actual account over here now that you know how to keep your account nice and organized we can go ahead and start creating our first workflow to do that we'll click on this
• 03:00 - 03:30 button right up here and we'll just start from scratch right now and we'll have a look at the recipes later so once we start from scratch you'll see It'll open up a new workflow and give it a unique name and it'll be a blank sheet pretty much it'll be a blank canvas and again when I started using high level I was very afraid of breaking things in here and setting things up wrong so let me just try to formulate this as basic as possible okay up here you have triggers and so once we click on trigger
• 03:30 - 04:00 we could add any trigger and we could hit save and you can not only have one trigger but you can have multiple triggers and so one of my modotto in high level is go fast and break stuff I got that from one of my earlier mentors and so by clicking and just adding triggers up here again I'm not saying any of these triggers make any sense but just by doing and by creating triggers and by adding things that'll help you get rid of uh of the fear of breaking things and so the first lesson here is
• 04:00 - 04:30 you can have one or multiple triggers just create some triggers have a look at those triggers so once you click on add new trigger you'll see this list of triggers over here on the right side and you can see they're grouped so all the contact triggers are here and they have to do with a CRM like when a contact is created birthday reminders contact change some very powerful triggers right here okay and then if we scroll down we've got events so if you're looking like definitely take some time pause
• 04:30 - 05:00 this video and just look through these triggers over here on the right and see what kind of events you can trigger based off of form submitted look at the appointment triggers look at the opportunity triggers look at the affiliate triggers so just scroll through here and have a look at all of the different triggers that you can use as a as a trigger okay and if you're looking for a specific trigger you've also got this search function up here so we could type in tag we could type in reply
• 05:00 - 05:30 and you can see now we've got customer replied um let's type in call and so we could say call status this could be used for Miss call textback so again uh triggers trigger the event once this trigger triggers trigger these actions so let's move on to actions down here again triggers up here actions down here and the actions and the triggers are different because you can see once I hit this plus sign right here this list already looks a little bit different than this list up here here so this is a
• 05:30 - 06:00 good point to understand not every trigger is an action and not every action is a trigger but you can have very very similar or the same actions and triggers so um definitely again just make yourself familiar with the different lists and uh start searching for both triggers and actions cuz they're different lists they look very similar but they are different lists and so if we now for example type in call here we've got call manual call dire action log external call call so we've
• 06:00 - 06:30 got a lot of call actions so let's go ahead and add this manual call Action right here and once you add an action or a trigger you can see there's a little description right below it so a manual call creates a manual action for someone to manually call the contact manual actions can be found in conversations and manual actions so that's pretty cool we we we can always learn anything and understand anything and if you have any questions comment them down below this is my bread and butter and I spent a lot of time in this automations and workflow
• 06:30 - 07:00 part so I'm happy to help so we'll hit save here and we can see we've got an action now let's just go ahead and add a weight step because that's a very common action step and so once we click on it we can again see the description but pretty much this only means that the contact will wait in this step so and we can decide do we want to wait 1 minute do we want to wait 1 hour do we want to wait one day do we want to wait two weeks which would be 14 days we can do whatever we here this is where your
• 07:00 - 07:30 creativity is pretty much your only limit when it comes to automating your business and we can hit save and so now we've got multiple triggers at the top again I'm not saying these triggers and these actions make sense but I'm just trying to inspire ideas and again take that fear of making mistakes and basically once one of these triggers would trigger if they have a birthday if the email event is let's say uh let's select if the email event is opened and
• 07:30 - 08:00 they open the email or if they clicked a trigger link then it would trigger a manual call to be created for that specific contact that took that triggered this workflow so once you'll activate these workflows and I'll try to visualize that um you'll see them flow through here and um yeah we'll get to that in a second but these workflows will trigger for each individual contact that triggered these certain events up here at the top so again then it'll will create a manual call and then it'll wait
• 08:00 - 08:30 here for 14 days and you can see this wait right here it's we can't we can't see how long it's waiting until we click onto it and then we see the 14 days so we can rename each action name up here in the top bar and we could call this wait 14 days and now that we've changed that name that change is visible up here so if you're like hey manual call I don't really understand that I actually call it create new task then you can just uh add that right here and it'll
• 08:30 - 09:00 pretty much you know be be more clear to you so you can rename this as you like each individual action action step or each individual trigger can be completely renamed and while we're in here let's have a look at these filters because every trigger has its own standard filters so once you add a filter you can see the standard fields and the usual filter for trigger link is which trigger link do you mean uh we do have some trigger links in this account so we you could say either trigger this
• 09:00 - 09:30 action or this workflow this automation for when any trigger link is clicked that's the way it set up right now any trigger link no filter no filtering it down but once we add a filter we could say hey only trigger this specific workflow for when the trigger link product name number one is is triggered then let's save this and so now it'll only trigger for this specific trigger link and if we wanted to personalize the
• 09:30 - 10:00 workflow for this trigger Link versus another trigger link we could easily duplicate this workflow and um change the trigger up at the top for the one trigger link and then create another workflow for the other trigger link so let me just kind of visualize real fast how fast and easy that could be we'll go back out here we'll be uh in here and you can see this is what happens if you don't use folders it gets really messy you have some workflows that are published some that are drafted and uh this is just a dummy account for my video so I'm not really trying to keep it
• 10:00 - 10:30 clean but this is the workflow that we're working on right now and you can see it's got that unique name if we wented to rename it we can go ahead and call this uh my video for the video that we're creating right now and we can always uniquely identify it so if you don't see a workflow always click on this second page and it might be hiding right back here on the second page and so now that we've renamed this one and we definitely know which one that is we can go back to it I accidentally
• 10:30 - 11:00 misclicked right there and we can hit these three dots and from here let's go ahead and see what we can do we can edit the workflow but we can also just go into the editing mode by clicking on the name we could rename the workflow to my video one right here and hit save let's see what kind of other actions we've got we could open it up in a new tab you can see I've got multiple tabs in high level open right now um which I like to do if in one time I'm in the contacts and CRM page another tab I'm in the automation
• 11:00 - 11:30 section another tab I might be on the back end in the settings so definitely get used to having two three four tabs open and to memorize kind of a system that I've created around where I'm at in the tab or which tab would be where um I usually if I'm further up here on the top left like in contacts that would be in the top left the next one would be further down let's say in workflows down here the next one and the other one on the back end right here is usually the one that's that back here on the settings so just having some sort of
• 11:30 - 12:00 organization system like that can again help you be very productive in high level but without getting distracted let's focus on these three dots we could publish the work from from here let's just go ahead and do that because the drafted mode basically means the triggers won't trigger you cannot manually add anybody to the workflow or if somebody triggers the trigger it will not trigger the workflow so drafted means nothing will happen and it's kind of like the building mode so at first when you're to building the automation
• 12:00 - 12:30 or the workflow then you're usually in draft and then once you've tested it or you're ready to test it that's when you would publish the workflow and back to my original point on why we actually came here um we do have a draft workflow button here we have a move to a folder workflow and then we've got this duplicate workflow that's what we originally wanted to do we could copy it if you have agency access you could copy this workflow to another sub account or you could also delete this workflow but what we actually came here for was to
• 12:30 - 13:00 duplicate this workflow and you can see it's it says copy just cuz it's the copy at the beginning we'll just go ahead and call this one number two and we'll hit create and the naming convention right here on all of these folders and these individual workflows is it'll first show at the top the folders which is why here at the first page we only have folders and it first goes by alphabet or numerical so we've got a then next letter in the alphabet is M here then we've got Z so by naming them again in a
• 13:00 - 13:30 unique way it's very easy to keep your workflows uh organized and let's go back to our one and two draft workflows right here we can see one's published one's not and the original thought again where was explaining how to filter down triggers we've got the first product because again this is an exact one toone copy of that first workflow that we just created this is uh pretty much the first trigger that we had for product name
• 13:30 - 14:00 number one and now here we could select product name number two so once you have a workflow that's a very very solid foundation to easily duplicate it and just change the filter just change that little tiny filter we would delete pretty much these uh these silly triggers over here with these delete buttons and then now uh if I did that on the other workflow we would now have uh two similar workflows that would be triggered by this trigger link and one for product one and one for product
• 14:00 - 14:30 number two so I hope you understand the concept of triggers and action steps and the difference between the two and that there's different lists for triggers and different lists for action steps so definitely again familiarize yourself with them if you have any questions around that comment them down below but that's like the main core if you understand that concept of hey if this trigger happens these action steps down here will happen then that's that's the main part of automations and I hope by showing you how crazy and fast you can
• 14:30 - 15:00 click around there's not too much that you can break so definitely don't be afraid of going fast and building but you can see that our workflow here is kind of short and again I'm not saying this workflow makes any sense in and of its own and it's always a great start to use an existing workflow and the easiest way to do that is if we go back to workflows and we create a new workflow we can select these awesome recipes these are pretty new from high level and um it's definitely worth just how you
• 15:00 - 15:30 should familiarize yourself with the action list and the trigger list uh in the actual workflow you should familiarize yourself with these recipes right here cuz they're always adding new ones especially some cool ones with that involve Ai and it's always a good inspiration on hey how is high level building workflows and how can I build those workflows for myself so some of the most typical workflows are appointment confirmation and reminders um maybe you want to use your local business and you're missing a lot of calls so you might want to do miss call
• 15:30 - 16:00 text back maybe you have a calendar and once they know show to the calendar appointment you want to trigger a a nurture campaign so again definitely scroll through here um there's a lot of very powerful automations in here and again some of them do involve uh chat GPT like this one this one right here um and I think there was yeah this one had some chat GPT in it as well so it's great insation for now let's just say we
• 16:00 - 16:30 want to uh use Miss call textback and we're going to select this Trigger or this recipe right here and so you can see it pretty much created a uh workflow with the name recipe so that we see all of the recipes but we can always change this name and it's telling us AOW entry is on by default so we'll go ahead and agree to that and just say okay and there we go without doing any work I've now got a Mis call text back workflow
• 16:30 - 17:00 built the way that high level recommends building it and if I want to personalize this I could personalize it so let's check this out real fast so the trigger up here is we have a call status trigger if we wanted to recreate this let's go ahead and and and do that so let's type in call let's do call status let's say call uh direction or call status uh is either busy it was cancelled it was no answer it went went to voicemail that's pretty much I think
• 17:00 - 17:30 what they created over here on the left let's see so call Direction they added this one as well call direction is incoming but then everything else was exactly how I created it so let's click on ADD filter again and let's select call Direction incoming over here as well and now we recreated that filter all that all the the main difference now is just they changed the name so we could copy this and copy it over here so this might be an interesting exercise to learn high level um to yeah take these
• 17:30 - 18:00 recipes try to recreate them and again um just start building just start building because this is a high income skill this is a very powerful High income skill that many businesses need so if you can learn this for yourself you don't have to hire anybody to do it for you and um you'll be in high demand you know down the road when other businesses need your help so we've recreated the trigger and we can just go ahead and delete the one that I created right now and you can see every time you make a change like deleting something it you'll have to save the the action step
• 18:00 - 18:30 itself so if I change this name you'll have to save it here and then we can hit save here and then it also asks you to save up here so don't forget to save up here but if I try to exit now it'll be like hey you have unsaved changes you should save so we'll go ahead and save it but it's just something to get used to to save pretty much twice and um yeah if you don't or you forget it does remind you so that's pretty cool the next step right here is pretty much just a slight delay and so this this used to be called weight but now they renamed it
• 18:30 - 19:00 to slight DeLay So SMS doesn't feel like a bot so we could rename it to just to the original weight step and it's 0.2 minutes which I guess what 20% of 60 so that's like 12 seconds something like that and we'll hit save right here and so yeah click through these individual action steps learn learn a little bit of the language the action name so this assigns it to a user let's click here we've got myself and my video editors CJ shout out to you we've got a tag right
• 19:00 - 19:30 here where we could add tags we could send an SMS to the lead and so again using these recipes as inspiration for action steps is extremely powerful and uh is just a great starting point and if let's say well this is actually a good um good transition to the next tab which is settings let's say we wanted to personalize this so the idea is we're calling somebody's calling a local business they've got high level installed they've got a phone number a2p
• 19:30 - 20:00 approved on High level a call comes in incoming call we're either busy uh on the phone already it goes to voicemail or we have no a no answer or the call is cancelled then it would trigger this automation that's the scenario okay try to visualize that we're calling uh nobody answers then we wait then it assigns it to user then we add the tag Miss call then we send this SMS to the
• 20:00 - 20:30 lead if we wanted to personalize this I think a logical personalization would be to add a weit step of let's say 1 hour we would add that like here just like this 1 hour weight step and then if we haven't heard back from them let's send them a second SMS we just missed a call we haven't heard back from them let's send SMS number two SMS number two and guess what if we have still haven't heard back like this is a hot lead that called our business we got to we got to
• 20:30 - 21:00 get a response like I'm in my world if it's a hot lead that called our business either they tell us to shut up and like hey opt out or you know they reply back um and and say yes so depending on how aggressive you want to be in your marketing I'm a big fan of nurturing this lead now and it's you can decide do I nurture them once every hour once every day once every month once every week so how aggressive you want to be with your marketing nurtures um is
• 21:00 - 21:30 totally up to you but now we've got a wait 1 hour SMS number two let's just oops let's hit these three dots let's copy and so you could copy an individual action and copy it here or if you hit copy you can copy all actions and you could create something larger and and so we could copy all of these actions right here for example and easily paste them down here and so that's how you can build automations very fast very easily but again the general idea is hey if
• 21:30 - 22:00 they haven't replied let's wait one hour send SMS to let's wait I I don't think you would wait an hour here let's say wait one day we would change this right here wait one day and then let's send them SMS number three and so that continues on and on and you can change the intervals change the SMS do whatever you like but the general idea the long transition of what I'm trying to say is on nurture campaigns like this we want to stop the automation once they reply
• 22:00 - 22:30 back that's where we click into settings and that's where we return on stop on response and hit save up here because stop on the response ends the workflow if a contact responds to a message so if they respond to miss call text back to the first the second the third the fourth any of those SMS that we just set up it would stop the Automation and they wouldn't get the following um nurture SMS so once they reply they won't get this SMS or this SMS or whatever SMS
• 22:30 - 23:00 because again stop on responses on and I highly recommend 99% of the time if you're building nurture campaigns you want to have stop on response on a next very important setting is allow re-entry if a contact does this trigger up here do you want them to re-enter this workflow multiple times or just or should they only be allowed to go into this workflow once for Miss call textback I think it would make sense to have a lowary entry on and it's off right now so that means means if it's off like it is right now if they called
• 23:00 - 23:30 the business um got the misal text back uh and went through this workflow once the next day the next week when they call again and we miss the call again they would not re-enter this workflow so and on this specific scenario I would definitely have allow re-entry on and I would hit save and I'd say most of the time you want to have allow re-entry on but again if there's some sort of Trigger or workflow in actions that you only want to happen once once to each contact then you would have AOW re-entry
• 23:30 - 24:00 off and uh under Communications right here once we scroll a little bit further down we could set a time window to only send During certain times we could say hey we only actually want to send this stuff out in the morning and we don't want to bother people on the afternoon and we only want to send Saturday um and these other days so you could play around with those settings right there and when it comes to email sending you could set up your sender details once so let's say I want to send emails from the
• 24:00 - 24:30 name Johnny The Nomad yeah I don't know how to spell and then let's say the from email is Johnny gmail.com and now by setting it up once on this workflow uh right here it saves it for all emails on the front end and so let me kind of visualize that real fast if we hit plus here and we say hey we want to send an email then on each email email step if you wanted to change the from name on each email you
• 24:30 - 25:00 could set it up here and you could say hey this is test one and the from email is test 1@gmail.com whatever it might be and you would pretty much let's just put a subject line in here and a uh email C uh name in here okay so let's send from at gmail.com let's hit save here and so now we're sending this email here from this from email and this from name and let's say down here all the way at the bottom
• 25:00 - 25:30 we want to send another email but we want to set up a different from name and a different from email then we could do that individually for each email in each step here on the front end if we don't want to go into that detail and we don't care about that then we can only set it up for all emails in this specific workflow one time on here on on the back end so that's pretty cool and then when it's a nurture depending on the type of nurture depending on if it's like calendar confirmation and reminders if
• 25:30 - 26:00 it's just a lot of like for calendar confirmation and reminders let's say they say yes I'll be there for the appointment uh yes I I'll show up okay like they just send you know not meaningless conversations like that and it starts to get annoying for you then you could set up Markus red and that would mean every but but every time somebody sends a meaningless message like that the conversation would be automatically be marked as red and it would wouldn't show up in your unread um
• 26:00 - 26:30 conversations tab inbox so those are the main settings to be aware of and that you have to understand if you want to build workflows in high level and uh in general before you publish a workflow like if I wanted to publish this one right now um always after you publish it you want to test every single workflow yourself so trigger the event whatever that trigger might be or just create another separate trigger uh that you can trigger to go through and experience the SMS yourself the emails yourself so that
• 26:30 - 27:00 you know how it's showing up and you know what your clients are going to be seeing so again very important t uh step in building workflows in high level is just testing it yourself before you have your clients go through those workflows and once you or your clients go through you'll show up here under enrollment history so in this account or this is again just a dummy account so I don't have any data over here but once we swipe over here you can see I'm in an a customized AI chatbot automation or workflow in high level and once we click on enrollment history we can see
• 27:00 - 27:30 different people that have been again been enrolled and this is again just a dummy account we can see the date and time what their current action step is what their status is if they're you know still stuck somewhere or if they finished and um yeah some solid information so if you're just looking real fast like hey who's been in this workflow this is a solid uh point to start but a lot more detailed view of what actually happened for this cont cont in this workflow are the execution
• 27:30 - 28:00 logs right here if we click back to here you can see that we've got Lindsay right here and we can only see her name but if we click into execution logs you can see that we're actually seeing Lindsay's step-by-step process so if we have a look at the Builder here this is again an AI chatbot called zappy chat with Advanced customizable uh AI chatbot automations for high level and once a customer replies through any reply Channel they'll go down this if else condition and we're saying hey if the
• 28:00 - 28:30 the contact includes the tag Miss call text back let's go down the missall textback path and let's change the open AI prompt to a missall textback open AI prompt so that one this is just a demo account but that was set up incorrectly um that must have been my team member not myself obviously or let's add this tag let's uh use a booking or a non- booking bot so pretty much what I'm trying to say is that being able to see
• 28:30 - 29:00 once you're testing it and I do this on a daily basis with this AI chatbot and different accounts is you need to be able to see what did the workflow do and that's exactly what you can see in the execution logs so if we go into the execution logs for Lindsay right here we can see that on this if else condition she went down the path AI is off so if we go back to the Builder we click here she went down down this path right here AI is off so that's that's very powerful
• 29:00 - 29:30 that if you're building complex workflows like this and you're like Why didn't it work you need to have logs on how did this workflow execute and what went wrong and again I spend a lot of time in these execution logs building custom workflows and making sure that they work so this is a little bit more advanced I wouldn't worry about it as a beginner but if you need to troubleshoot and you're unsure what happened then the execution logs are the first place to start while we're here and we have this
• 29:30 - 30:00 test workflow button right in front of us let's go ahead and select that and this is just another way to test it and again this is just a dummy account so let's put myself in right here and let's hit run test and uh pretty much uh this is again if you can't trigger the actual trigger uh that test workflow right here might be the easiest and fastest way uh for you to test it when it comes to emails before while we're at the testing Point again you can also just send one off individual test emails like this one
• 30:00 - 30:30 right here by just putting your email uh in there that's my email and then just s hitting the send test email and then you will receive that email in your inbox or in the spam folder depending on um you know your email uh sending reputation another way to trigger workflows while we're at it let's go ahead and go into contact again this is just a a quick dummy account and let's go into Jonathan test right here and once you're on this
• 30:30 - 31:00 individual contact level like this you can scroll all the way down to the bottom and you can add people to automations with this button right here so here you can see the active automations and you can see that I'm active in this nurture email Automation and you could see the past automations as well or you could also add people to automations so let's click on ADD right here and this is one of the main reasons why I'm such a big fan of naming automations because then they show up in
• 31:00 - 31:30 a named and ordered uh way right here as well so if you don't name your automations with like 1.1 1.2 1.3 z15 all this good stuff you'll just have new workflow blah blah blah and you won't know if it's the workflow that you want so definitely again have that naming convention and stick to it so that once you add individual people to a workflow or you bulk add people to a workflow it's very very easy for you to see what which uh you know which workflow you want to do so let's just say this is the
• 31:30 - 32:00 workflow we want we could add a ascending time but we don't have to and I could just click add and now you can see I'm active in that workflow and in that workflow as well from right here once you click on this little button you could either take them out of the workflow by clicking on the little x uh let's just do that right here and let's say yes remove me and then I'll show that workflow will show up as a past workflow and you can click on the little button next to it those little three squares or whatever that is and that
• 32:00 - 32:30 usually takes a minute to load but it'll open up that contact in that specific workflow under execution logs and we'll show you uh what that looks like so that's pretty cool that I'll bring you straight to the workflow and from here we can click into the Builder and now I can finally visualize what it looks like once somebody's active in the workflow you can see my little munchkin icon right there Jonathan test and if if let's say five people 19 people however many people were active right here it
• 32:30 - 33:00 would say 19 instead of one and once you click on it you would see everybody who's active in a list right over here and you could remove them all from the current step to the next step or you could remove them all from this step so if you want to do bulk actions for a step you could do that and yeah there's a lot of there's a lot of ways to identify who's active who's not active and smart ways to do bulk actions if you do want to but again if you just run to remove one individual person from a workflow you can just go to their
• 33:00 - 33:30 contact page and X out of it from there and just to emphasize again that's one of the big powers of highlevel automations and workflows is that once you have a 100 500 a, 500,000 contacts flowing through these automations automatically receiving emails and SMS those nurture campaigns where you're not doing any work it can be Saturday or Sunday it can be the middle of the night but automations and workflows are doing the work for you that's why this is an extremely valuable skill to learn and
• 33:30 - 34:00 that's why people pay a lot of money to do this properly since I just showed you how to individually add people to workflows with this button right here let's go back to the Gen generic CRM again this is uh Game of Thrones dummy data right here and in the CRM if we wanted to bulk add let's say these 16 records to an automation we would click on this little robot icon right here add to automation it's just a warning saying hey this is going to affect all the people that you selected and then again
• 34:00 - 34:30 here we have this workflow list that if you're naming your workflows it's nice and organized and you can be like oh yeah it's z54 and here usually I almost never do add all at once there's specific scenarios where you want to do this but I pretty much always add people especially if it's email and SMS in drip mode and we would say hey this is you know Test action number 12 uh we want to start sending this on the 34st 31st at
• 34:30 - 35:00 this time and we want to send four every one day we actually want to send 16 every two hours we want to send 24 every 3 minutes so this is where you can completely customize how many do you want to drip how many do you want to add to this workflow at the top um and you don't need a trigger so everything that I've showed you guys so far was
• 35:00 - 35:30 automated workflows with hey let me trigger it by adding a tag like this nurture tag right here let me trigger it by adding a tag like this newly tag right here what I'm showing you guys right now is selecting mass contexts in the CRM based on a list based on a tag however you want to filter that list and then adding them manually in drip mode in certain quantities so very very powerful as well and you would just click add to Automation and it would start triggering and adding them into
• 35:30 - 36:00 this workflow without triggering the actual trigger at the top so very specific but good use case for email campaigns Mass actions all that good stuff and by the way like I said earlier it can take a lot of time to build a solid foundation of automations like this and yes you can use these recipes that I showed you earlier but there's really not that many if you want access to my highle system with my calendar and Confirmation reminders and autom and workflows with my nurture campaigns for
• 36:00 - 36:30 email and SMS with my incoming lead followup with my invoicing checkout with my review request automations like this one right here then you can have access to my entire snapshot and my entire system pretty much with my free trial I put that down below so just click that and you'll get access if you use high level through me and my sub accounts you can have access to all of my um automations in my main snapshot that I created for modular use case es so in my head all the use cases are modular so if
• 36:30 - 37:00 you're needing calendar confirmation and reminders it'll be in this folder if you're using you know communities and memberships it'll all be in this folder and if you need review requests it'll all be in this folder so that's how I created my Snapshot in my workflows and automations very modular and sure you'll have to go in and make a a couple of little adjustments but it's a functioning system um that just works nice and smooth and I'll put other links down below as well to like my free community my free course and uh I
• 37:00 - 37:30 actually have daily group coaching calls and for a limited time I'm also offering one free daily group coaching call uh to check it out so check out the free resources down below with that being said let's wrap up the workflow tutorial right now let's click on content AI this is where you can see um content that was created by AI either via text or image and kind of keep track of that I I don't use this I have I've never used used it but if you want to check it out check that out here workflow settings
• 37:30 - 38:00 basically just brings you to the settings on the back end and then into this automation section where you could set up separate email notifications that if workflows don't work or have issues errors you could set up uh select users and set up notifications here uh I don't usually do that myself either and then if you wanted to have workflows that needed review you could add them to this folder right here um if they were deleted you would see them right here and this is somewhat a toggle that some
• 38:00 - 38:30 people use if again you don't have this organized system like I do you would pretty much click here on recent and then it would kind of delete the folders and it would just show the most recent workflows so we were in this one I'm active in here uh and yeah these are interesting numbers to see that you can always see at any time how many have been enrolled in total and how many are actively enrolled right now and pretty much it'll it'll just sort your workflow
• 38:30 - 39:00 list um yeah by the most recent ones that's that's pretty much it and you'll see the different pages down here and you can decide how many workflows do you want to display per page so if you have a lot of them like my my Snapshot in my automations right here um you might want to change that page view and again I don't usually use this view I just try to keep my list and my my my folders and everything nice and organized from the get-go and then you won't need this recent one and if you wanted to filter
• 39:00 - 39:30 and see hey is the status open drafted locked published all that good stuff you could filter by that as well but that's pretty much it I hope you enjoyed this tutorial I hope I was able to show you how fast you can build things and how you can build things faster by using recipes um by using a snapshot potentially maybe my Snapshot maybe my highle sub account and by having somebody who you can ask questions don't be Afra to ask questions if you have some comment them down below shoot me an
• 39:30 - 40:00 email join my community schedule a free daily group coaching call with me I'm happy to help and I hope you enjoyed this tutorial if you did go ahead and hit that like button as well and I'll see you in the next one have a good one