How to Fully Automate Texts with GoHighLevel

April 22, 2024

In the fast-paced world of digital marketing, staying connected with your customers and leads is crucial. Text message communication, with its high open rates and immediacy, offers a powerful channel for achieving this. But, manually sending text blasts or follow-ups can be time-consuming and inefficient.  This is where GoHighLevel's text automation capabilities come into play.

GoHighLevel: Your Text Automation Command Center

GoHighLevel empowers you to automate your text message responses within marketing funnels and workflows, saving you time and boosting engagement. Here's what you can achieve:

Automated Triggers

Eliminate the need for manual texting. Set up triggers to send:

  • Welcome messages: Greet new subscribers upon joining your list.
  • Appointment reminders: Reduce no-shows with automated confirmation texts.
  • Follow-up sequences: Nurture leads with a series of personalized texts based on actions (e.g., form submission).
  • Abandoned cart reminders: Recapture lost sales with timely texts reminding customers about forgotten items.
  • Campaign broadcasts: Send mass text messages to your entire list or segmented groups for promotions or updates.

Beyond Automation: The Power of Personalization

GoHighLevel goes beyond simple automation. Here's how you can craft impactful text experiences:

  • Personalization Magic: Use merge tags to personalize your messages with subscriber names, appointment details, or other relevant information, creating a more human touch.
  • Interactive Journeys: Leverage conditional logic to create branching text experiences. Users' responses can trigger different text replies, fostering a more interactive communication flow.
  • Seamless Integrations: Connect GoHighLevel with external services like appointment scheduling platforms. This allows for automatic text triggers based on appointments or other events within those integrated tools.

Benefits of Text Automation

  • Effortless Efficiency: Free yourself from manually sending texts and focus on growing your business.
  • Engagement on Autopilot: Timely and personalized messages keep your audience engaged, boosting response rates.
  • Conversion Acceleration: Automated reminders and follow-up sequences can significantly increase conversions and sales.
  • Customer Satisfaction Elevated: Streamlined communication through automated texts provides a convenient and positive experience for your customers.

Getting Started with GoHighLevel Text Automation:

  1. Access GoHighLevel’s Form Builder: In your GoHighLevel dashboard, head to sub-accounts and choose the sub-account for which you want to create fully automated texts. In the sub-account page, scroll down and click on Sites to reveal a new dashboard where you have your GoHighLevel funnels, websites, blogs, membership, etc. Click Forms on the menu bar and select the Builder option from the dropdown.
  1. Create Your Form with GoHighLevel’s Drag and Drop Builder: 

On selecting the Builder option in Forms, you’ll find a drag-and-drop builder section containing Fields, Styles, and Options on the right side of your screen. 

In the Fields standard menu, you can simply drag and drop into your form the details you would like to gather, such as Full Name, Phone, Email, Address, Postal Code, and more. In the Styles menu, you can design aspects of your form, such as its layout, padding, font, arrangement, etc. 

The Options menu lets you name the form and include settings on what happens once the form is submitted. 

Back in the Fields menu, you can drag and drop a Text box where you can highlight boldly the purpose of the form, for example, “GYM LEADS FORM,” which you can style to your taste or brand image. Scroll down in the Fields menu to view further additions you can make to your form like a captcha and button. Add a button to your form as a prompt to confirm its submission. Click on the button to edit it, and you can change the text on the button to a call to action e.g. “CLAIM YOUR FREE OFFER.” Then, you can choose to edit the style and placement of the button on your form however you want. Once you’re through creating your form, click on Save Form at the bottom right corner of the page.

  1. Design an Automated Workflow: 

Now that you’ve created your form head back to your sub-account dashboard, and from the sidebar, select Automations to access your workflows. Click Continue on the “Start from scratch” template to start designing a new automated workflow. 

Start by adding a new workflow trigger. Hit Add New Workflow Trigger and a Workflow Trigger section appears on the right. In the search bar, type “form submitted” and click the Save Trigger button at the bottom right. 

Then click the + icon to add a new action to your workflow flow. In the search Action search bar that appears on the right, type in “assign to user.” Choose the users from the options provided and then click Save Action

Click the + icon again to add another action. Type in search “sms” and select Send SMS. On the following page, you can customize the action name, choose an SMS template, and draft a custom message. To add an automatic input for a user’s name in your custom message, click on Custom Values dropdown at the top of the message box, select “User” and then “Full Name,” and proceed to complete your message. You can choose to add an attachment to the message or add files through URL. You can also choose to send a test SMS to your own phone number or a test phone number to view the message from the receiver’s perspective. Then click Save Action.

You may decide to add another automatic message icon to the workflow. Click the + icon and type in “email” in the action search bar. Select Send Email, and on the following page, fill in details of the sender name, sender email, and email subject. Select a template if you want to use one, draft your custom message, and click Save Action

Now that you’ve designed your workflow scroll up and click on the workflow trigger you added initially, “Form Submitted.” Navigate to Add filters. Click the dropdown and select Form is and a list of your available forms will appear right beside. Then, choose the form you created in Step 2 from the list and click Save Trigger. Before exiting this page, click the Save button at the top right corner of the page to confirm the creation of your new workflow for automated texts.

  1. Track and Optimize: 

Monitor the performance of your automated texts using GoHighLevel's built-in analytics. Track open rates, click-through rates, and conversion rates to identify areas for improvement and continuously refine your text automation strategy.

By embracing GoHighLevel's text automation features, you can transform your communication strategy, elevate customer experience, and ultimately drive business growth on autopilot.  So, ditch the manual texting and unleash the power of automation within your GoHighLevel ecosystem!

Conclusion

As you embark on the journey of crafting your GoHighLevel funnel, remember that each step is a testament to your commitment to success. The seamless blend of creativity and automation offered by GoHighLevel empowers you to sculpt captivating funnels that resonate with your audience. But this is just the beginning.

Marketing is an evolution, a continuous refinement of strategies to meet ever-changing demands. Embrace the insights gleaned from analytics, shaping your funnel into a dynamic force driving unparalleled growth.

Now, it's time to act. Choose the path that best suits your aspirations: the Pro-SaaS plan for comprehensive features, the annual special deal for long-term savings, the 30-day free trial plan for a risk-free exploration, or the unlimited plan for boundless possibilities.

Seize the opportunity to elevate your brand's presence and drive conversions like never before. Upgrade now and unlock the full potential of your marketing endeavors with GoHighLevel. Your success story awaits.

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