GoHighLevel In-Depth Workflows & Automations Overview - 2024 [BEGINNER FRIEDNLY]

All right so in this video we are going to be doing an overview of the workflow and automation section within the [Music] CRM all right guys and just a heads up for this video when I recorded the video uh some of the screen is cut off on the right side all right so I you will be seeing me going through an overview of the automations and workflows and how to actually use it within go high level this isn't an in-depth setup

Tutorial on showing you how to set up complex automations or anything like that if you want one of those videos check out some of my my other go high Lev videos this is giving you an in-depth overview of all the different um functions and actions within go high level now keep in mind when I record this um that at by the time you're watching this there's already different functions and actions that go high level um has just because they're always rolling

Out new actions but this will give you a really good understanding of a lot of the main actions that you'll be seeing such as if end uh statements and contingencies and how to kind of think about building workflows it's going to give you into the workflow mindset behind actually building out more complex automations so this will lay a good foundation now when you see me going through things and if you can't see what I'm specifically talking about on the right hand

Side you'll see that I am saying the name all right so if you ever can't find or or you can't see in the video what I'm actually talking about for the specific action or step just search that name for example if I'm talking about a SMS you can search SMS in the workflow action search bar if I'm talking about um you know Facebook custom audience Trigger or uh web hook trigger you can search that as well but I go through pretty

PR much standard from the top to bottom like I said of course there's new actions that are always coming out so make sure to smash that subscribe button to stay up to date for more more Go highle videos and as well let me know in the comments down below any specific ghl AI videos automation workflows you want to see on this channel I'm recording minimum a video every single day striving to get two to three a lot of days too so

Make sure to subscribe turn on post notifications to stay up to date and yeah enjoy the video all right so to get to this section simply you just go to automation all right within here you're going to see workflow list so create and manage workflows to automate your business processes improve efficiency and increase conversion all right so this is really a really powerful section okay this is one of the most powerful sections that you can work on and master within the

Whole process within the whole system the CRM over here you'll be able to see see recent so recent workflows and uh all that good stuff and then list is just going to show a basic list you can also search right here and you can even filter your workflows based on the statuses so all draft or published you can clear and apply them here next pages are here here you can go to page one page two and you really have two options

You can create folders to organize your workflows and I like to name number them basically just so uh they show up in the desired order that I like and then you can create new workflows so I'm just going to go over creating some new workflows now if you click on create new workflow you're going to see there are a few options so start from scratch so start from scratch with a fresh clean slate for your Automation and add your own triggers

And actions all right and just as a sign note because I do get this question sometimes if I go over here to marketing you will see um there are TR no sorry it is actually um I think it's with ins sights no it's actually not even showing but uh within some of the help docs you'll see mentions of campaigns and triggers you don't have to worry about those anymore that's outdated stuff as of now it's all integrated with within automations and

Workflow so that's all you need to focus on and like I said you can start from scratch create your own workflow from scratch you can import from a campaign so import all the steps from a camp uh an already existing campaign so uh there is campaigns and triggers I believe somewhere or maybe they're not I don't know but if they are there and you already have an campaign existing you can actually convert that into a workflow and then here's some different

Templates that are actually already within here so appointment booking recipe in detect intent on customer reply to send them to a booking link or create a manual SMS to help them make a decision appointment confirmation plus reminder appointment confirmation plus reminder plus survey plus review request autom Miss call back text back birthday template FAQ auto reply Facebook Messenger Fast Five light Fast Five G gmbb Google my business message list reactivation send review request webinar registration confirmation and reminders and then no

Show template all right and we provide a lot more uh in-depth templates that you will get access to and that you will learn more about in the later videos but this is just an overview video on how to use the um the automation section and workflow section how to build your own from scratch and this will help you when you're actually working within our templates that we provide to you our workflow templates cuz then you'll know how all the function functionality

Works and you can customize it to uh your own business all right so let's go ahead and create one from scratch all right this is actually what the interface looks like when you go to create a workflow so you can actually rename the workflow here so we'll name this test workflow okay and let's just say you know there's many different workflows for different situations we're going to dive into those in later videos but there's like demo booking workflows so when someone

Books a demo a sales call you have automatic workflows and triggers that will send them emails send them text messages send them information segment those leads and organize things automatically within the CRM so that's one aspect there's you know uh demo canell workflows demo like show up sequences there are uh nurture sequences so nurturing your whole list like a overarching uh nurturing list so when any person's email or opt in your constantly saying top of Mind awareness within their you know

Um email newsbox uh text messages all these things so there's so many different ones we're going to dive into them don't worry and you're going to get access to them and we're going to show you all the the advanced stuff but for now I really want to show you uh how to use this tool all right effectively so you can click up here actions so version history you can zoom out and zoom in here all right I'm just showing you some

Basic functionality right now over here in settings all right default settings so communication management so time window so when this workflow can run typically most of them are going to be anytime but sometimes especially if um you know you have some sort of regulations within your industry you may want to uh put the time frame here for whenever this workflow actually can run so you can change the time the days Etc uh we'll just keep it at any time and that's

Usually pretty standard sender address so email so give your emails a default for from name and from email you can override this setting from names and from emails and uh email actions themselves so if you want to give a standard default email and name you can do so here over here you can access tags so you could actually do uh what you would do say you could do user uh full name for the name and then user email right here and

Then whoever this the assigned user for contact that's who the email would send from right so you can do this I don't always do this lots of times I don't even do this I actually just do it manually within the email action which I'll show you in a second um but for the sake of this I'll just leave it like that and then you could actually override that like they mentioned there as well so contact man management so allow multiple so

Allow a single contact to enter this workflow more than once so workflows having appointment or invoice based input trigger will accept contacts multiple times regardless of what whether allow multiple is turned on or not all right so that's if they're booking appointments or uh invoices so it's automatically going to be on but you can enable this or disable this lots of times I just keep it disabled because um you know a lots of times you don't want to keep hounding the

Same person if they're going through the same action through the same workflow it really depends um you're going to have to use some systems thinking and just some basic understanding to to understand certain c a bunch of these elements so I'm going to give you some of these teach you kind of what some of the these options are and then as you get a more uh holistic view of the the the bird's eyee view of this whole machine uh you're going

To get um kind of to be like a wizard with this stuff all right it's all going to kind of come come together and make sense all right I know there's a lot of info don't worry uh you're going to get it um may take some time but just re-watch this video if you need to okay uh stops on response so end workflow for a contact if the contact responds to a message that came from this workflow sometimes that can be

Useful conversation management autoark as red so by default automated messages don't Mark conversations as red toggle this on if you want the conversation that this workflow will interact with to be marked as red this can be useful just within your message section uh in the CRM and it will be automatically marked as red um so if you go to the unread section you won't see the the conversations from the workflow so these are just different options within the settings lot lot

Of times we don't even play around with these we just um change the settings within the actions and I'll show you that in a second but I just want to show you everything before I dive in to the nitty-gritty and then workflow sequence management so event start date so setting event start date and time enables you to wait uh to use weight events that hold contacts from an amount of time relative to the event start date and time perfect for scenarios

Like reminders leading to up to a webinar so depreciate please use event start in time date this so yeah um I never really use this but yeah if you're using it for like a specific onetime webinar it could make sense all right history this is going to show your run history your action log so your contact the action the status the executed on the more details the execution log and then you can select contacts as well and you can filter on

A 30-day basis today to yesterday this week this last month this month last month all right and action types you can filter by all actions content tag notes all the different actions right and we're going to get into all these actions there's a bunch and you can filter on status so all statuses executed failed finished failed because retry limit was reached bunch of different ones and then status current workflow status you can see the status is here okay draft and then

Publish once you're ready to publish you would click published um I can't do this because there is um no changes so I'm going to do that in a second but you can save it like I just did here it's going to say updated at this time all right so there's a few things to knowe now we're in the workflow Builder you're going to it's going to look like this you can see add your first action and add new workflow trigger so

Let's look at the actions first so what is an action an action is um basically just what it says it's an action that will happen uh when it gets to that stage in the workflow all right we'll come back to trigger in just a second um a trigger is actually what triggers the workflow so you'll see if I click on trigger so add a workflow trigger and on execution the contact gets added to this workflow so a trigger is what brings

The contact into the workflow as you can see we have lead connector premium triggers so premium triggers are Advanced triggers offered by workflow Builder to connect to an external system an app if it is chargeable per trigger so execution typically we don't use too too many of these um if you're uh within our stride sales CRM system you would have to talk to us about these but uh typically don't even worry about these at the moment um they're actually a very

New feature so uh if they get to the point where we're leveraging them a lot uh we'll update you on those but for now I wouldn't even worry about these all right and then you'll see things like affiliate created all right appointments so it's it's your it's uh there's different categories right here so Shopify media Tik Tok opportunities membership Facebook events contact actions uh contact appointments affiliate right and that's that will allow you to easily find what you're looking for a

Lot of these you won't really even be using lots of them because you know you probably aren't doing a lot of stuff with Shopify most likely unless you're running a Shopify store you know then you can do abandoned checkout order placed order fulfilled there's media so video tracking so if if you're using the internal CRM video hosting system other than something if you're hosting it on a third party platform it won't work but there is a new update with the you

Can actually host videos internally within the CRM and then you can do video tracking and then basically add a filter maybe saying if someone watched a specific video so you can either do standard field so funnel video video duration percentage so like say if they watched is equal to or greater than you know 50% if they watch more than 50% of the video then the it will trigger right but we probably want to add another filter for video and select is

Any of we don't have any videos in this demo account this is a demo account within the CRM but if you had a video you could select the video and that's how it would work so you're going to see this kind of uh similarity between a lot of triggers where we select a trigger workflow action and then you'll see these filters and this is where you can start to filter and see it's very specific with when it IT triggers cuz for

Example if I go here and I do appointments customer booked appointment and keep in mind where it says customer it doesn't it just anyone booked an appointment really and then if I just kept it like that that would mean anyone booked an appointment it would trigger this workflow we don't want that we want to select a filter and then we can either do standard field so has tag in calendar or in calendar group and then there's all your custom Fields all

Right so you could select like a custom field and says is this if this custom field equals to this or whatever then it then that's the filter but um for example for this case we could either do has tag and then you could do book demo for example but lots of times you would probably want to do either in calendar and then select a calendar or in calendar group um so let's delete this and then do in calendar group and you

Could do sales team for example so like this would be typically if you're going to do a demo booking sequence right so someone books a call within the sales team it can be M like sometimes you may have multiple calendars within the sales team say maybe different reps or whatever um it really depends right I'm just showing you some options and you could this is just workflow trigger name so this is just what it would gear um over here demo booked

Right so then I can save trigger now we see demo booked all right now we can add an action so here's the the premium ones don't worry about those external communication so I'm going to go over some of these all right so here's the different actions you can do you can send email send SMS do a call this will basically um it is here we'll go over each one individually in a second but I'm just going to go on over on

A high level so call voicemail messenger Instagram DM manual SMS manual call gmbb messaging so Google my business affiliate so add to affiliate manager update affiliate add to affiliate campaign remove from affiliate campaign CRM add to contact or add contact tag remove contact tag create OPP create/update opportunity add to notes assign to user remove assigned user set event start date add to workflow so you can actually add them from this workflow to an additional workflow all right and lots of times

You may want to do that at the end of the workflow say if they and we're going to get into conditional if slash uh if if this then that statements and whatnot we'll get into that in a second and then if they take a certain action you can remove them from workflow or add them to a new workflow or remove them from all workflows if they just join and you don't want to get any new messages say if they they become

A customer of yours so your onboarding sequence you may want to remove them from all workflows from other workflows they may be in when they were just thinking about purchasing your services so then they're not constantly getting all your other uh you know marketing Services even though they already bought right that's just an example remove opportunity so just like how you could create an opportunity you can also remove opportunity and then set internal notifications so you can do this uh to

Trigger um a few different ones I'll show you in a bit and then set contact do not disturb DND that's if you want to add a note not to disturb them edit conversation so you can do that send review request stripe onetime charge so you have your stripe connected you can literally set there's so many possibilities within here right update appointment status add task AI appointment booking bot send to Alisa agent platform so these two uh don't worry about these right

Now if you get to the point later on where you need to leverage something like this we can talk about it but these are more advanced things leveraging AI booking Bots and whatnot there's going to be an extra fee for this stuff so we can talk about it later uh you won't need this initially but they are very cool that it has these features and then add to Google analytics add to Google AdWords update content Fe contact field Facebook add to

Custom audience Facebook remove from Custom audience Facebook conversion API please don't get overwhelmed with all this stuff most of this like a lot of this stuff like we know how to use it obviously we've used it pretty much uh a lot of them over you know working with our clients and whatnot different situations but you won't need to use like all of these all right you won't need to use a lot of these especially for you know getting getting uh going

With this getting started with this you know you're going to get more uh you know more advanced with this stuff over time but don't overwhelm yourself all right that's what I would say focus on the main ones and then membership actions so this is great for you know hosting a program hosting a course whether it's a flagship course or even a mini course or selling a book with a little membership whatever the case is even a mastermind you can membership Grant

Offer right here and membership revoke offer so depending on specific actions within different workflows you can do that say if they just sign y okay we're going to grant them off uh grant them access to that offer all right and you could just simply click this and select the specific offer all right like I said this is a demo account so you're not going to see any uh data for that stuff all right so let's go back here um now you'll

See conditions and workflows so this is really cool this is if if/ else uh condition right here that's a really important one we'll get into we have a weight condition we have a web hook condition if you're not familiar with web hooks we'll briefly go over some of uh what this is uh we have a go-to condition and a math operations so you can actually have it do uh math operations within here and then a goal event all right so those

Are the actions on a high level overview just to briefly go over the Triggers on a high Lev overview we have affiliate created appointment status customer booked appointment contact birthday reminder contact changed contact created contact do not distur so if say someone becomes a do not disturb you can have a workf for that or contact tag so any contact tag that's added you would have a workful for that for specific situations custom date reminder note added note changed so if a

Note's added if a note's changed you can have a workflow that triggers that task added task reminder contact actions so customer replied form submitted order form submission order sub submitted survey submitted trigger link clicked willo validation error all status email events Facebook lead form submitted membership so category completed this is like you can get intricate with you know holding your your clients accountable with when they're going through you know your program say if they complete a category you can congratulate them

Send a congratulation email great you completed module one or category one Whatever category started you can you know encourage them hey great you started this category you know here's a few tips within this category for example all right um and these are some fairly newer uh triggers that have been ruled out so there's constantly new triggers new workflow uh improvements being added even when you're watching this there may be some new additional ones things may be a bit different but a

Lot of the principles stay the same there's always going to be new improvements added if there's some major ones then we'll obviously be Contin ually updating either with uh new training videos or just redoing specific training videos but anyways membership new sign up so that's a trigger offer access granted offer access removed product access granted product access removed you're not familiar with a lot of these membership stuff don't worry uh we C you you'll be learning about those in later videos

Um product completed product started you user login these are all triggers keep in mind so when these action like when this happens it would trigger the workflow and you can have multiple triggers within one workflow keep that in mind and you could either have them do similar things similar actions or you can segment those actions with if else uh conditions and then have filters within those if else conditions dependent upon what the trigger was and then have different actions corresponding to

That I know that may sound like a work uh a uh a word like a bunch of words that are being said but you could rewind that and just hear what I said again and I'm going to show you it as well in action in a bit but it's not that complicated once you get the hang of things um some people like to make workflows you know a very complicated and complex you know we have complex ones but we like to

Keep it simple make it very simple it's a very simple thing once you get your head wrapped around it and understand it so um yeah uh opportunity stage status changed so this is great you know opportunities and pipelines if you're not familiar with them um you either need to watch the videos we have on them or you'll be watching those in the future um depending on where you're at watching this video but uh basically say if you or a sales rep

Or whoever is moving a prospect a line uh along through the pipeline and that's over in the opportunity stage right you have different uh contact cards here you know lost turn this is just an example pipeline demo scheduled demo rescheduled demo noow so say if I'm dragging a prospect to demo rescheduled or if it automatically goes to demo rescheduled um or Hey Demo one or demo completed not closed right so I had to talk with someone and it didn't close um

But I want to have automatic reminders and follow-ups right so I would basically drag them to demo complete not close and then over here within my workflow I would have have a trigger that says opportunity status changed add a filter and then in pipeline I would select the pipeline for sales pipeline add another filter and then it is moved either you could do hashtag move from status move to status or pipeline stage so you could do pipeline stage and then demo

Completed not closed right so what this trigger is is any time someone moves a card to demo complete and not closed I would have this trigger go and then I could have um option stus filter is required for opportunity um moved from or moved to status okay so actually we wouldn't want to do this one I believe we would want to do opportunity not status change not pipeline yeah pipeline stage there we go not status so in pipeline here and then

Pipeline stage there we go and then demo completed not closed all right so see sometimes even me even though I'm you you don't uh very experienced with using workflow sometimes you know you just make a few mistakes and you can just recorrect um and troubleshoot but it you know it's fairly straightforward trigger workflow name you don't always have to do this you know you can do this it's really just easy uh just a visual representations for you to remember what that

Trigger or action is if you want that all right so I could just put demo completed not closed all right and then I would save that trigger all right and then I could have an email the action name so this is just like the name so this could be email one you know followup all right and then from name you could actually type out I could type out my name like this and my email or I could do like I showed

You before I could go user email and then user full name right I get add a subject hey right and then you could select a template um typically it's actually better I find to create the messages within here and not use templates BEC most of the time because variety of reasons but I'll just keep it at that all right message so here you can do hey custom Field contact first name comma great chatting with you all right T you user first

Name could even do user signature just as an example all right I can highlight this I could change the font like I can make it aerial or whatever I could change the size right so if I wanted big I'm just showing you a few different options here um you know you can add headers H1 H2 H3 h 4 H5 H6 all right you can remove formatting undo redo you know paragraph inline you can format it with bold italicize underlined strike through

Superscript subscript code block you can do block paragraph block quote div pre align you can do left center right justify all right so you have a bunch of options there for formatting bold italicize Al line left Al line Center AL line right and then justify all right here we have U bullet points so default like or just full black ones uh circles with uh you know just blanks in the middle and then squares so these are just different bullets and then

Numbers so you can do numbers uh a alphabet ABC different types of uh you know a capitalized ones lowercase Roman time numerals Etc um all right and then what do we have we have indents so decrease indent increase indent you can add links like so so I could highlight something insert a link all right the URL the text to display I could open link in current window new window and Link list um I believe that's if you're using trigger links can

Add an image all right so you can either upload like here drag it or browser an image or you can input The Source URL here alternative description if you want too it's not really that much important and then width height um you could use the lock or unlock to keep it uh within the same um you know uh sizing all right so few different things to note there all right and then uh text color so I could change the text color

Say for example green here all right and then highlight so I could highlight like so highlight this red all right obviously I wouldn't do this I'm just showing you the different options here here is where if you go to here to the source code you can actually see the source codes so basically it formats it whatever you're using in the visual Builder basically just HTML that's what uh you know emails are um and then you know you get to see the

Nice pretty stuff so if you want to see the source code check it out you can see the break breaking uh brackets here span brackets font family all this stuff you know code you can do some editing within here but or if you ever need to edit something specifically say if I wanted to change something you can do it there but you can also just do it in the visual Builder it doesn't really matter a lot easier I usually just always

Use the visual Builder all right okay and then let's see um so custom values so you should be familiar with these you have contact so you can input any custom field for contact you can also use custom Fields right there user so this is whoever is assigned to that contact of the user this you can grab their information like I showed you before username user email appointment so you can pull the appointment name title start date end date uh start time

Day of week month month uh name of month time zone cancellation link reschedule link right you can include a reschedule link re include a cancellation link include the meeting location include notes add to Google Calendar option so you can say hey add it to your Google calendar here all right so that's really useful add to IAL Outlook uh recurring so repeats times to repeat assigned user uh full name first name last name email phone number right so and then calendar name

Message message body account um so this is actually of the account of within the CRM right now and then this is like time uh custom values so second minute hour day year Etc date attribution so session Source all these attribution sources first or latest all right basically just where the lead came from you lots of times you won't be using these sort of things main ones you will be using is contact user appointment and that's majority of it maybe right now

I'm just showing you all this stuff opportunity stage you can use those and then custom values these are custom values all right so that is that trigger links um we'll maybe get into those later but that's you can include trigger links basically there's no trigger links in this account trigger links are basically for example I could create a trigger link that says unsubscribe and then when someone clicks on that trigger link it would unsubscribe them and it would trigger to redirect

Them to unsubscribed uh funnel page all right that's an example but uh we'll get into that maybe later so let's just save this action uh issues with custom variable what's the custom variable issue um maybe one of this let's see okay it was actually the issue there let's go user first name and then user email use user full name all right let's save that and we can even add contact first name there we go save cool there's one email you can

Add stuff above or below if you click here you can actually have actions to either comment on here uh which would just be for internal purposes you could copy action or copy all actions from here so say if I had a bunch of actions below I could copy this action and everything below like a tree and I can paste it somewhere right uh you can move move action or move all actions from here and you can delete this action or all

Actions from here so you have a lot of different options and a lot of variability you can play around with okay so up here say if I was using this user thing right you always have to assign a user to that contact then or else you're not going to have any user info so uh to do that you just actually can search assign to user so assign to user and then users I can just select myself for example um only applied

To unassigned contacts you could do that if you want we'll just save this action so assign to user um I could add a tag this is like typically what I like to do when creating work a workflow we're going to be providing you workflow templates um if you don't have them already but I'm just showing you kind of the process of me creating a workflow or something um typically right I'm usually going to add a tag if I don't already have

A tag within my account set up um then you know I would create a new tag and add a tag and if you're not familiar with tags you know check out the you know CRM training video overview but I'll quickly explain tags they basically just you could use custom Fields uh realistically um but you lots of times you don't want to make those have like so many custom fields in your your account tags are just something you're going to be stacking

Them up a lot more per se you don't need to have hundreds but you you will have more typically and they're just kind of basically ways to segment your data and kind of tag put it like note to self okay this person booked a demo so let's say if they booked a demo I'm going to add book demo right and then you can uh you know basically do stuff you can basically keep track of who booked a demo obviously there's other

Ways you can track who booked a demo like maybe in your opportunity stage or if you check your um appointment calendar who booked a call through that calendar but this is just another way uh and then it will allow you to segment data in easier ways down the road and certain things right so we add this demo booked tag so we assigned it to a user say if they booked demo now just keep in mind I wouldn't have both of these

Triggers if I was booking a doing a demo booked uh workflow I'm just showing you a bunch of different ways right and then assign to user add to tag all right now I would maybe want to add a weight condition so weight is right here and weight so action name you could change it like you could change wait one day if you want to wait one day or you could just keep it wait I could put day you put the the

Input here and then you can do minutes hours or days so I could say wait one day I could say wait 24 hours and uh you can actually do either uh wait for and you can do a time delay so wait for a particular amount of time or period you can do event delay or appointment time so wait until before or after an event start time or appointment time all right so wait until before or after or exact time months days

Hours minutes Etc and then if timing of this weight step is already in the past how should this contact proceed move to Next Step or move to a specific step or skip all outbound actions till next wait or event start date all right overdue so wait until before or after the invoice due date so those are a few time BAS actions there's also CRM event uh actions so condition wait for a particular condition to be satisfied wait for a contact to

Reply on a certain step wait for trigger link to be clicked wait for email events so you could do email events and then select uh pick email step to wait for we don't have one really um but you could do select email event as we're doing the weit event above this email so we don't have one to select from but you could do and you know if they opened it if they clicked it if they unsubscribed if they complain for a

Spam if they bounced and that ISS mail gun only if you're using mail gun so you can select different email event triggers for the weight time all right and uh yeah those are the main ones lot of most of lots of the time you'll be using time delays and you can do Advanced Windows as well so sometimes we do this like say for example you know you may want to do here and you may want to do a window or an

Exact and then you can do a window from like um where are we 8:00 a.m. to let's say for example you know 9:00 p.m. or 5:00 p.m. whatever certain industries too like if you're in in insurance or something like you you have regulations in terms of like sending sending and whatnot so um you you may want to have between specific hours just to make sure you're good and additional filters so you can do current day of month current month current year

Right so say if I do current month is and then January right so only resume for January right or current day of month is you know whatever the day is or current year is you know 2013 or 201 say if I only wanted this to start within 2022 or sorry not 2013 2023 or 2014 or 24 right so you have a lot of customization there lots of times we just like to keep it simp simple and just do like one day

All right so don't over complicate this stuff I'm telling you you probably won't use even especially if you're just starting out you probably won't use like 80 to like 70 60 to 80% of what you can do within workflows and you really don't even need to most of the time especially with our our proven uh built done for you templates and stuff I'm just showing you a complete overview some of the stuff we don't even really use that much but uh

It's good to know um certain things you may cuz then even in the future you may not need some of this stuff now but if you ever do need it you'll kind of know where it is and you'll know that you have those capabilities and you're able to build those things if need be all right so send emails is one of the most popular ones you'll use you know and send SMS too so send so action you can select a template

If you want but uh there's also same sort of thing custom values trigger links all right um and then yeah you can add attachments or files through URL also by the way test phone number so you can send a a test SMS you can also do the same thing with the email so I could put an email here and send test mail and you'll actually get this mail and you'll be able to look at it and say okay does this look

Right do should I change the size to be lower or whatever right did it all work did the custom values populate etc etc right so you can kind of troubleshoot that way all right so there's SMS call so if the contact has been assigned to a user this event will call the user and play The Whisper message if the contact is unassigned this contact event will call the number listed in settings SL company tab SL company phone field and play The

Whisper message if the person who answers the call presses any n number key during the call we will dial the contact and if they answer we will Bridge the call so this is like uh this is pretty cool you can use this it's a call whisper um you can type in something and it will whisper message so this is the message you want the person uh who answers the phone to hear you can use custom variables to customize this message pretty

Cool stuff call call timeout uh disable voicemail direct so when a contact connects we by default try to understand if a person answered or if it's uh voicemail this creates a slight delay in the call connection but if you have stop on reply turned on and it is on uh is determined that a voicemail answer the contact will continue in the workflow toggling this on will disable this me voicemail detection eliminating the delay but if stop reply is on and voicemail

Detection is off the workflow will be stopped when either a person or a voicemail answers it is recommended to add a call timeout of less than 20 seconds when disabling voicemail detection to ensure the Vault call is dropped before a voicemail uh can pick up so disable voicemail detect you know like these this thing right here this action it's useful but it's kind of like icing on the cak some of these are just icing on the cakes you don't necessarily need

All them I don't want you to get fixated with all these things at the start I don't want you to say um hey Josh you know I'm ready to go or I got all these things going but hey my we need to like I can't start or I can't do certain things or launch or whatever wherever you're at maybe you've already launched you're killing it but you you don't need all these things little Nitty Gritty things set up and perfectly fine-tuned

Before you get really rolling so I don't want you to be focused on all these things I'm giving you an overview just so you know it's there and yes to answer your question you know we will work a lot on a lot of these things over time and you'll you can have a lot of these things within your business and systems eventually but don't get caught up on them uh voicemail so pushes a pre-recorded voicemail file to the contact so this

Really cool these are called voicemail drops and keep in mind guys back back in the day you know we even even in the first versions of our programs you know you would have had to like Le use like 10 different tools you would have been paying like uh you know 3 500,000 plus dollars a month leveraging all the tools to be order to do certain things like this this brings them all into one tool and you don't have to pay th000

Bucks 3,000 bucks a month whatever it's all under one hobit it's easily integrated and it's very streamlined so this is just gamechanging in within the marketing world uh you know this type of stuff so this is really cool you would normally have to use something like um uh uh Sly broadcast or there's a few other ones for voicemail drops but now you can do everything within here within workflows so you would just record a voicemail so for example I could say

Hey John or or hey I'm just giving you a call because you opted into the uh you know six day accelerate your stride challenge and I just wanted to make sure you get uh you know your welcome package before you start this challenge extremely excited for you to get going with this um but yeah if you have any questions give us a call back or shoot us a text below or whatever you can have a call Action at the end right

Just as an example say if they op in or maybe you're doing more cold of a cold lead but you can record a pre um you know a pre voicemail right you're just recording it on like your phone or your microphone and you upload that file right here and then within that workfl flow basically it would call that contact automatically within that stage and it would automatically make it go to voicemail and then it would do as a voicemail drop so

It would send this they would have that in their voicemail so that it's a really powerful strategy you can leverage this in a bunch of different ways and I'm kind of just showing you guys right now the different tools of the Arsenal later on we're going to show you how all these tools can be implemented into an actionable you know strategy all right so if you're wondering how do I use this how do I use that don't worry we're going to

You know get into all that and go over the the necessary ones we're not going to show you all them we're not going to show you Shopify stuff we don't that's not what we do but you know I'm just still telling you that this is here in case you need to use it all right messenger so Facebook Messenger sends Facebook messenger message to contact contact uh needs to have previously messaged a connected Facebook page no more than 24 hours before arriving

At this stage in order for the message to successfully deliver don't worry too like you can use these if you're really using like your Facebook page we don't even really uh you know use that type of stuff um our clients really don't do it too too much depending on the specific client but I'm just showing you the option is there all right um so yeah uh and it is only with a Facebook page it's not going to be with your Facebook

Personal profile so um so yeah we have other strategies for obviously managing conversations with your personal profile um so yeah Instagram DM this is the same thing a business Instagram um right here so send a DM Instagram DM to the contact contact needs to have previously messaged a connected Instagram page no more than 24 hours before arriving at the stage in order for the messages to be sucessfully delivered all right same same sort of interface as the SMS and text um

We don't use that too too much but uh it is there manual SMS and manual call so these are very similar so creates a manual action for someone to manually send an SMS to the contact manually actions can be found in conversations and then manual actions so just to even though it just sh said it there I'm going to show you conversations manual actions this is where you'll see your manual actions you can filter based on campaign or workflow and then

You can filter based on assign so you could go to whoever's assigned if you have sales teams and whatnot say if you wanted to do a manual so say in the full-up process yes you're going to automate a lot of stuff but if you want to have manual actions like a manual SMS notification or a manual um call that is what you would do all right and uh there's manual SMS there's manual call literally just like that save action so now

Manual call so if if someone got to this stage say they get the email flow up then they would get a manual call typically we would do a wait between there maybe wait a day and typically you would actually probably do a if else statement so if they you know take an action then you don't maybe want want to call them say if they you know book a call if they do maybe you want to add a manual call Action and

Then that would show up within this section for whoever's assigned all right and assigned to user you can select multiple ones and then we'll do uh split traffic either equally or unevenly right and then you can select the traffic weight like say if I have a sales rep like I said this is a demo account so it's just me and uh one of our vas right here but uh say if I wanted I'm the top sales rep right and I want

To give a traffic weight a five to me and Abigail only gets one cuz she's not the top sales rep say if I'm a sales manager say if I have like five guys uh you can assign that right there so you're giving your your uh top sales guys you know unevenly or if you want to round robin evenly assigned it then that you can just do that way right okay so that is that so that's manual call GMB messaging send a

Google my business message to the contact I've never used that but uh yeah it's there all right affiliate add to affiliate manager update affiliate add to affiliate campaign remove from affiliate campaign that's there I'm not going to go over those um affiliate is a new feature all right uh it's very it's very cool it's very useful but don't worry about it right now once you scale your you know business and you want to have an affiliate program or you like validate

Your process and it makes sense to have affiliate program this could be uh very beneficial and I'll probably do a separate videos on this section and how to really leverage that later down the line but don't fixate on that stuff like I said this that's extra stuff you don't need that to get going to get started all right CRM add contact tag very important like I showed you we leverage that a lot remove contact tag still important we don't use it

As much but sometimes in specific cases you would use that create opportunity SL update opportunity that you're going to be using this a lot um or you're going to be seeing it a lot all right like I said you really don't even need to be an expert with all this but you should know it all right we provide you a lot of the standard essential workflows you'll need but uh it's good to understand how the whole machine works so I encourage

You to watch this video over and watch other workflow training that we have over and over again um opportunity name so you typically I would do like uh the full name of the contact you could also do the contact UM company name company there we go you could do something like that you could do opportunity source so I could go to attribution I could do first or latest and then I could do uh Source UTM Source all right lead value let's

Say my average sale is $88,000 I could put the lead value there all right status so this is the lead status either open one lost or abandon if it's a new lead being booked or whatever it would be a open opportunity uh one obviously is closed lost is you lost it or abandoned right allow opportunity to move in uh any previous stage and pipeline allow duplicate opportunities U you can do those if you want a lot of times I don't do

Either one of those here's where you would select your pipeline so let's say sales pipeline pipeline stage so you could select a p on stage such as you know uh rescheduled right and so this is going to create a new opportunity with this contact being in this pipeline in this pipeline at this pipeline stage all right so you would use that for certain situations keep in mind guys this workflow right now does not make any sense whatsoever okay this is not

A uh a workflow that would be used and I'm not creating it in any c order I'm just showing you what C things do uh you'll get a more understanding of how some of these will be used if you're not already when you're actually looking at our workflows uh and also you know watching some other videos and whatnot all right all right so uh add to notes so this is where you can add a note to the contact this is useful

All right to add a note at a specific stage sometimes um okay and then assign to user I showed you that already remove the sign user pretty standard pretty self-explanatory set event start date so um custom field specific day specific date so use this event to set the event start date to a specific day date or and or time which enables you to use weight events that hold contact in relation to Day date time that you set all right so custom

Field set the date or the start time there you could change that haven't used that too too much um and then add to workflow we use this a lot so you can add them to a different workflow so say if someone goes through a whole workflow and they don't take the right actions I want then I want to add them to our six 5 day soap proper sequence or whatever right and you can pass import trigger parameters so those are certain

Things we use that a lot and you'll see that more uh as you go through uh remove from workflows so you can remove from a specific workflow or this would actually be from remove from workflow so you can choose the current workflow or another workflow right so there's that and then there's like a showed you before where are we remove from all workflows all right pretty self-explanatory remove opportunity so this would remove the opportunity in that pipeline right um okay and

Then send internal notification we use this uh a decent amount so you can send an email internally from you know name from email to and then select your users so either all users assign users C custom email particular user and then subject to template email test email all that good stuff you can add an attachment as well to emails of course and see statistics here so delivered open clicked replied bounced and you can check back on this and see actual statistics

Once the workflow has been running right uh you can change that internal notification action name all right so that's email notification so this would be an internal notification within the CRM um so you could change the title the message here you could redirect a page to so the redirect page would be to either the contact the conversation or the opportunity so say I set an internal notification to the assigned sales rep when that Prospect gets through a certain action in this

Workflow and if they were to like say if the sales rep was in their CRM they would get that internal notification right and then if they click on that notification they would either go to that that assigned contact that assigned conversation or the opportunity right so that's really useful and uh two user types same sort of thing all users particular user or user assigned to contact all right there we go and I hope that makes sense so far guys I hope

You're following along please like I said don't get overwhelmed um if you have any questions make sure to ask us but uh this is all going to make more sense too as you go along through additional workflow training and also take a look at our specific workflows that we provide all right all right um but this is giving you an overview this is a you're you know you're on a Learning Journey you're a lifelong learner this things are going to change

There's going to be new features added but this is good stuff you're on the right track you're in the right place this is the future of marketing this is the future of building businesses leveraging automations Building Systems you're going to be an expert at this stuff in no time just stick to the system trust the process and you'll be good okay um so that's internal notifications and you can also do text SMS right here here this is good this is good

When for example if we're running Facebook ads and leads are coming in very important to follow up on those leads ASAP all right like within like two three five minutes right so or else they're going to die out they're going to forget right they're going to go about their day those are kind of somewhat colder leads they're not like leads coming from organic or Facebook group or YouTube where they know you they feel like you're a friend already or they like

Your program they know like and trust you these are colder leads so that's an example you want to have internal notifications uh going to yourself or your sales reps you know on pretty much all platforms saying hey call this lead and then you can add like I would do um internal notification let's say like an uh SMS I would put to assign user whatever and then you can select a template or I would say hey like I would put like new

Lead right and then I put the lead information so contact full name um contacts company name all right and then maybe some custom fields of what or custom values Uh custom Fields right here based on like if they filled out a form and answered questions so that you would have that in the SMS and I would also put their number too so uh they have that and all that information and then yeah so that's an example right there of why you

Would want to use internal notifications there's many examples though and then set contact do not disturb so this is good uh do not disable DND for all channels disable DND for specific channels enable DN for all channels enable DN for specific channels so that's do not disturb stuff just to stay in compliance um you can use that in specific times if you want to do that if it puts it to do not disturb then that means that it like automations won't

Accidentally contact that contact and on any specific Channel or you can select specific ones whether it's text email Etc okay or and you can remove those as well uh with that action and then edit conversation so Mark the conversation as red unread and archive and uh unarchive so you can decide red unread archive archive and you can do that there with that action all right and then let's see send review request all right you know pretty self-explanatory stripe one time charge

Pretty self-explanatory update appointment status all right so you can select status new confirmed canceled showed no show invalid all right so this action changes the status of the appointment if the contact was added to this workflow via an appointment related trigger appointment or customer booked appointment the status of the appointment that fared the trigger will be updated if the contact was added to this workflow via another method the status of the recent appointment that that contact is caring will be updated

All right so that is that and a lot of those ones like some of these ones we won't be we don't even use them that much all right certain times we may but don't get don't worry if you don't understand what some of these uh actions really mean or how they would be implemented all right you know so if you if you really need to use some of these then you'll get to understand them but the main ones are some of

Those ones I showed you earlier all right add task that is another one that is good you can add a task assign it to a specific user you do select one or contact assigned user and then due dates so due in one day two days 3 days four days 5 days now you can title it so like and you can add the the variables as well you can add tasks that you'll be able to uh access within the CRM you can

Actually see tasks uh within here task section you can filter by user pending completed due dates Etc okay and that's good too for like adding tasks for follow-ups or adding tasks for any anything really and then AI appointment booking bot like I said this is uh Advanced so you won't be worried about that and then um send to Eliza agent platform this is another thing don't worry about this and then all right so yeah don't worry about these two appointment booking

Platforms and Bots add to Google analytics add to Google AdWords we're not going to go into that but pretty self-explained you especially if you're just starting you're never you're not going to have to worry about this this is more like advanced stuff if you really want to get Nitty Gritty lots of times we don't even use a lot of this stuff so update contact contact field so uh you can clear contact field update contact field and then you can select a

Field to update if need be so that can be useful um and then Facebook add to custom audience Facebook remove from Custom audience Facebook conversion API this stuff can be definitely really useful if you're going heavy on ads uh if you're not going heavy on ads I wouldn't even I'm not even going to get into it right now uh and also too you it's it's like you it's more advanced stuff I don't want you to get over complicated it's cool though

It's uh great features really great features but anyways so membership actions so Grant membership offer REM revoke membership offer I showed you those before really really powerful stuff right there and then this is really cool uh we went over weights um now we'll go over if else so this is really powerful so these are conditions so condition so you can name the condition you can set different branches all right so please complete the branch details before adding a new Branch so

We'll do that right now so let's say segment so this is how you can segment stuff so let's do um let's do contact details uh actually wait let's do um um do opportunities pipeline stage is in demo completed not closed all right add a segment and contact details is um tag maybe includes so this actually where you would use a lot of tags to be hon like this one the pipeline stage you probably wouldn't use this too much in conditions you're

Going to use like tags and uh stuff like that a lot of the time um that's it's actually that tags are one way to easy segment easily segment data uh in contacts like I said you can do it so many different ways there's certain ways you can segment contacts based on the same action with like either using tags or custom fields or doing it a few different ways but tags is just a kind of easy way you can also add conditions

Within here so um you'll see like there's you can add uh new branches so a branch would look like so let's just remove this and remove this and then I could add a new Branch um so we could do or and so this is uh this it's not complicated it's uh I'm going to show you in a second I'm going to make it all make sense all right um is okay we're not going to do email that's not a viable one

Let's do something actually realistic here like uh custom tags so you can do includes does not include is not empty or is empty and we can do right cancel demo now like I said this is not like a a conditional branch that I would typically use like this has no relevant like relevancy to make sense um within like an actual workflow I'm just showing you some of these uh options right so what this does and we would name this to let's

Just let's delete this and let's do booked demo right and this one will'll do cancelled demo so tags are really good for this uh uh like I said so what this would do is once the contact goes through this and they get to this stage the condition is showing okay anyone that has a contact tag of booked demo is going to go through this Fork right here it's going to go through this stage and it's not going to go through any

Other stuff so I can create more emails like so let's just do here here save all right email one then we do a wait two minutes and then here we're going to do a text like so all right a wait wait 3 minutes so any contact that has a book tag a book demo tag is going to go get this email get this weight they're not going to get any of this stuff all right if they have canceled demo they're going

To get this SMS and then they just going to wait and that's it right they're not going to get book demo or or the none and if they don't have booked demo or none tag then they're going to go and they're going to get a a voicemail drop right okay I have to upload a voicemail uh they're they're going to get a manual call all right save all right and then within here we can do for example another if else in

That all right so I can do contact details do tag um you know is you know either you could do like there's so many options right um but they still okay actually we' want include maybe canceled but now if they actually canceled their demo at this point you know you send them a different email like so save all right so you can see we're creating branches based on conditional logic and you can see how this could get like kind of advanced

Like I could even copy this call act copy all actions from here and then copy it here all right so now we're seeing like obviously this is not doing anything but you can actually make stuff that does stuff and actually follows like like logical actions with your leads and with your uh prospects or customers so copy all actions from here say I'm pasting it here now we're getting some crazy looking stuff right some people build like these huge intricate things we

Like to keep it more simple we do have some more intricate ones so but yeah like this looks like it's doing a bunch of stuff but it's really not it's just a whole bunch of garbage um but you can make stuff that looks like this that actually does really great stuff we'll be providing you with some as well and also like I show there's two triggers here you could have really as many triggers as you want um right so like this

And then you could actually create a condition based on what the trigger is so we could do workflow trigger is and then like it's not sometimes it doesn't show it has you have to save and refresh um but yeah you could do that have different triggers and then create different uh flows within the same workflow based on different triggers lots of times sometimes it's good to do that lots of times it's good to split up the triggers but it really depends

Um so I could do if else workflow trigger is and then I'm seeing now my three triggers affiliate created demo booked so I say demo booked save now I have a condition basically if demo fooked if that was the trigger then now they're going to go through all this if demo booked wasn't the trigger then they're not going to go through that they're going to go through something else right so that would be either affiliate or demo complete and not closed

All right so that is kind of like a high Lev overview you can also test workflow here and select a contact and run test and it's going to run that contact through here not going to do that right now because this is a whole bunch of garbage um but that is pretty much it all right I really just walked you through majority of these work uh workflow triggers actually there's actually a few I missed here so I'll quickly go go over

This so affiliate created appointment status birthday reminder we went over this contact do not serve we actually run over all these Facebook lead form submitted this is important if you're running Facebook lead forms uh which you probably won't be doing right now um and lots of times too we run uh Facebook ads you're going to lots of times want to run it through a funnel um opposed to a lead form it really depends you're going to get cheaper leads for a

Lead form but they're going to be lower quality but that's cool you can integrate it with your face account and Facebook ads account don't worry about that stuff right now okay I don't want you getting on our next coaching call and asking us about all this extra advanced stuff um it only really uh you know the main stuff is what you need uh there is advanced stuff in here and I'm showing you this so that you know like Tik Tok form

Submitted you probably aren't going to be running Tik Tok ads right off the bat right these are things that you may want to do later down the line um but you do have these options here so there's a lot of options um you're going to get to see what actually you need more and more and uh you looking at the templates changing up the templates changing up the workflow templates we provide you building your own too getting creative um but you

Can really leverage the templates we provide you and customize them this will give you more than enough info on how to use automation section um and of course if you have any questions you can always ask us and uh but yeah you can get creative I want to give you these tools and give you this overview so you're not just relying uh on our templates and our done for you stuff as a crutch but you actually understand the inner workings of

How this whole machine works and you're able to get a a a a level of systems thinking and viewing things on a bird's eye view and understanding why this is happening and this is happening so this is going to make you into you know um understand these operations and whatnot so this this you know this type of platform of automations and workflows makes our job as you know people who understand marketing and systems and operations easier than it's ever been all

Right in the in the old days you know even two three years ago four years ago um you know there was really only a few ways to do it which is leveraging zapier and integrat and things like that to connect all apps together now you can a lot of stuff within one interface it's a lot easier now a few more things before I end off um and we'll get into maybe more of these later in other videos but so we went

Over if else we went over weights we're going to go over web hooks in a second uh goto is very simple so I could add this say if someone gets to here I say could go go to and then I could do a loop to the start let's say if they get to this action we're going to go up here to the very start or maybe I want to add a go go to and there's different situations I'm not telling you

Why and where you would use these things I'm just showing you right now what they actually do we're going to get into the actual application of a lot of these later and you're also going to be able to get your own ideas of how you can apply these I'm sure right I'm just showing you right so someone gets to here it's going to take them to this action and then they're going to follow out through there right okay so that's that

And let me show you um math operations so this is we're not even going to go over this right now but uh you can do operators right here to basically do math and and then update Fields so like you could update um certain things but uh we don't really leverage that too too much um goal event so uh when a contact meets the conditions of a goal they'll jump straight to the goal regardless of where they were in the workflow and

Continue from the goal so you could c a goal so uh type a goal so received an email event clicked and Trigger link add a contact added a contact tag or removed a contact tag and then select email event so open clicked subscribed or unsubscribed complained bounced and uh if contact reaches this goal action without meeting its conditions you could end this workflow continue anyway or wait until the goal is met and this selected action will be performed if the contact

Reaches a step and is not met that condition yet all right so that's that and then web web hook so this is really good stuff this is basically we're not going to get into the advanced stuff right now but if you're familiar with zapier or integrat there's other ones as well but the two main are zapier or integrat which actually just rebranded to make.com but uh you can do either basically API integration or web hook so you can get a web

Hook URL from zapier or inrat put it in here um you could have include custom data so these custom key value pairs will be included along with the standard data you can add those key value add another one headers value so I'm not going to get that's actually some bit more advanced stuff um but you can leverage just a simple URL and do a post you can also do a get right here if you wanted to you could get query string

Parameters and that here headers don't worry about that stuff that's like a bit of developer talk even though it's it's not too complicated but we're not going to cover that stuff right now the main one that you could use though is you could just get zapier and tiger matap what you could do is basically set up for example connect it to something like slack or whatever for example and you could set up a a zap let's say and anytime you know

It reaches this web hook action it would send the information the contact information to the zapier or the integ URL and you could basically set it up so let's say someone opts in or books a demo and you can set up so automatic message goes to your slack or goes to your Discord or wherever saying hey new appointment new this new that all right so that's one way um that you could do it there's a bunch of different ways but if

You're familiar with zapier integrat you could literally connect pretty much any app almost so you can do different things uh basically using no code to integrate the apis all right so if that confuses you don't worry we're going to cover some of the more little Tech stuff like that later on if you have any questions about that stuff feel free to ask on our coaching calls um but other than that guys that is pretty much it a highlevel overview for workflows

All right I hope that answers a lot of your questions make sure to always publish things once they're ready to go and then save it make sure don't forget to save your stuff or else you can lose a bunch of stuff after you know work doing all this work on the workflows and whatever but I suggest play around with these right play around with workflows build little things look at the workflows we provide you and see how they're built that's one

Way you're going to learn a lot too just seeing how a workflow is built a demo Bing workflow a demo uh completed not closed workflow a so proper work uh sequence workflow a sign field sequence workflow these certain things just check them out and uh you'll be able to get a good understanding of how things are put together and then you can innovate improve and just build your own workflows all right so I encourage you to rewatch this video watch any

Other workflow videos throughout this training and become a workflow master all right guys so get going on these workflows and of course guys keep hustling keep grinding and of course accelerate your stride take care