Mastering Text Automation with Go High Level
Table of Contents:
- Introduction
- Setting up the Workflow
- Creating the Lead Form
- Designing the Form
- Capturing Lead Information
- Adding a Submit Button
- Creating the Automation
- Sending a Text Message
- Sending an Email
- Conclusion
Introduction
In this article, we will explore how to automate the process of contacting and following up with leads using Go High Level, a popular SAS company for online business owners. We will use the example of a local coffee shop called Smooth Brew to demonstrate the steps involved in setting up this automation. By the end of this article, You will have a clear understanding of how to Create a lead form, design it, capture lead information, and set up an automation to send text messages and emails to your leads.
Setting up the Workflow
The first step in automating lead follow-up is to set up a workflow. This will determine how the leads will enter the automation process. In our example, the leads will be generated by customers scanning a QR code at the local coffee shop. To create the workflow, we will start by opening a new tab and navigating to the "Forms" section within Go High Level. Here, we will create a new form that will be displayed to the customers when they scan the QR code.
Creating the Lead Form
To create the lead form, we will click on the "Builder" option within the "Forms" tab. We will give the form a Relevant name, such as "Coffee Lead Form," and customize the submission message that users will see after filling out the form. In our example, the message will thank the customers for claiming their free coffees.
Designing the Form
Go High Level offers a user-friendly drag-and-drop interface for designing forms. We will add fields for capturing the lead's full name, email, and phone number. It is important to note that studies have shown that people are more likely to provide their phone number after they have already given their name and email information. By placing the phone number field last, we can increase the likelihood of lead conversion. We will also make the full name field a required field to ensure we Gather all necessary information.
Adding a Submit Button
To complete the form design, we will add a submit button. We will Align the form and button for a pleasing visual appearance and set the button color to match the branding of the Website. Once the design is complete, the form will be ready for users to fill out and submit.
Creating the Automation
After a lead submits the form, we want to automate the process of sending a text message and an email to them. We will set up an automation that triggers when the form is submitted. In Go High Level, we will assign the workflow to a specific user, such as the business owner. For this example, we will assign it to ourselves since We Are using our own account.
Sending a Text Message
The first step in the automation is to send a text message to the lead, congratulating them on claiming their four free coffees. It is important to include a personal touch in the text message to make the lead feel valued. We will also remind them to Show the Barista the date they claimed the offer. This helps prevent abuse of the offer by setting an expiration date.
Sending an Email
In addition to sending a text message, we will also send an email to the lead. The email will contain a similar message as the text, along with a coffee emoji to make it more visually appealing. The email will also mention that a text message with more details has been sent to the lead.
Conclusion
Automating lead follow-up can greatly improve the efficiency and effectiveness of your online business. With Go High Level, you can easily create lead forms, design them, capture lead information, and set up automations to send text messages and emails to your leads. By following the steps outlined in this article, you will be able to streamline your lead generation process and improve your overall business operations.
Highlights:
- Learn how to automate lead follow-up using Go High Level
- Use the example of a local coffee shop to understand the process
- Create a lead form to capture customer information
- Design the form using a user-friendly drag-and-drop interface
- Set up automation to send text messages and emails to leads
- Personalize messages to engage leads and increase conversion rates
- Ensure lead information is captured accurately and securely
- Use expiration dates to prevent abuse of offers
- Streamline your lead generation process for improved business operations.
FAQs
Q: Can I customize the design of the lead form?
A: Yes, Go High Level provides a drag-and-drop interface that allows you to customize the design of your lead form according to your preferences. You can choose the layout, colors, and fonts to match your branding.
Q: Can I add more fields to the lead form?
A: Yes, you can add additional fields to the lead form Based on the information you want to Collect from your leads. However, it is important to strike a balance between gathering relevant information and keeping the form simple and user-friendly.
Q: Can I track the performance of my lead forms and automations?
A: Yes, Go High Level provides analytics and reporting features that allow you to track the performance of your lead forms and automations. This helps you measure the effectiveness of your campaigns and make data-driven decisions to optimize your marketing efforts.