GoHighLevel has several workflow templates available for automating a variety of common tasks and campaign sequences.
The workflow templates can be used with any GoHighLevel pricing plan, and they provide a great starting point for creating your own customized workflows.
- There are 17 GoHighLevel workflow templates available (called “recipes”)
- Workflow templates are fully editable and have unlimited use
- Import existing workflows as templates and create your own from scratch
What Are GoHighLevel Workflow Templates?
GoHighLevel workflow templates are referred to as “recipes” on the platform and consist of pre-built automated workflows for common tasks and campaign sequences such as appointment booking, missed call text-back, and lead nurturing.
There are 17 pre-built GoHighLevel templates available in total, and you can use them as many times as needed.
All the GoHighLevel workflow templates can be customized and adapted for your own needs and campaigns.
The Benefits of Using GoHighLevel Workflow Templates
Learning automation can be tricky, especially if you’re new to the practice. GoHighLevel’s automation capabilities are particularly extensive, which makes the learning curve even greater.
Rather than staring at a blank page, using the workflow templates gives you a solid foundation from which to start and makes it easier to grapple with the functionality.
Additionally, since the workflow templates are for common tasks, you are more likely to use them often. Therefore, using a template saves you from having to manually create a workflow each and every time.
Available GoHighLevel Workflow Templates
Here’s a quick overview of the available workflow templates (recipes):
|What It Does
|Create a booking link and SMS message to encourage booking uptake.
|Appointment confirmation and reminder
|Send out confirmation via email and/or SMS and follow up with a series of timed reminders.
|Appointment confirmation with reminder, survey, and review request
|As above but with a satisfaction survey and request for review sent out post-appointment.
|Auto missed call text-back
|If you miss a call, an automatic text response is sent to say you will respond ASAP.
|Send out a promotion on a contact’s birthday.
|Email drip sequence
|A series of timed emails.
|Auto responses are sent to common questions asked via SMS, Facebook, Instagram, and Google chat.
|The contact is prompted to share their phone number for a callback if their message is not replied to within 30 minutes.
|Fast five lite
|A multi-channel workflow (email, SMS, and voicemail drops) for nurturing new leads within a five-minute timeframe.
|Send follow-up notifications using email and SMS to leads within five minutes of them becoming active.
|Google My Business (GMB) message
|Auto-respond to incoming GMB messages.
|Reach out to your contact lists with a free offer.
|Long-term nurture email campaign
|An ongoing monthly email campaign.
|Send review request
|Automatically request reviews from customers.
|Webinar registration, confirmation, reminder
|Register participant and send out confirmation via email and/or SMS, follow up with a series of timed reminders.
|Interactive voice response (IVR)
|Automated phone menu for directing inbound callers.
|No show nurture
|SMS campaign for missed appointments.
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How to Set Up and Use GoHighLevel Workflow Templates (Step by Step)
Step 1: Log into GoHighLevel and enter the relevant sub-account. Find “Automation” from the left-hand tab and then click the blue “Create Workflow” button in the top right corner.
Step 2: The list of available workflow templates will appear. Scroll down to view them all. When you find what you are looking for, click the blue “Select” text underneath the template description.
For the purpose of this tutorial, we’re going to pick the “Appointment Booking” template.
Step 3: The workflow editing screen will now open with your chosen template loaded. Now you can customize it, however you like.
The two most important elements are the trigger (1) and the subsequent actions (2).
The trigger is what kicks off the workflow. In this case, the template has included a trigger for when a tag is added to a contact. Examples of other triggers can be a form submission, placing an order, completing a course, etc.
There are many triggers to pick from, so you need to determine which one is appropriate for your campaign.
Step 4: Next, you need to customize the actions that follow the initial trigger.
The template has provided a “Send Appointment Prompt.” If you click this (or any action step for that matter), it brings up the editing screen on the right-hand side.
In this example, we’ve got an SMS message you can edit to be more personable or in line with your brand.
Step 5: Further down the workflow, we have a “Wait for Response” step. This pauses the workflow for a period of time to see if the recipient responds. The template has set this at one day, but you can change it to however long you like.
Step 6: Finally, we have split paths which are determined by whether or not the recipient responded:
- If they didn’t respond to the initial SMS, another is sent after two days and the workflow ends.
- If they did respond to the initial SMS, the system determines if the response was positive or negative.
- If positive, a link to the calendar is sent so the recipient can book an appointment. After this, the workflow ends.
- If negative, no further communication is sent to the recipient. An internal notification is sent and the workflow ends.
Again, clicking on each action step opens up the editing screen so you can change it to whatever makes sense for your campaign. You can add additional steps if required – GoHighLevel does not limit the number of steps you can have for a campaign.
Other templates have different action steps depending on what the goal of the workflow is, but we hope that this small example has shown how you can use and adapt GoHighLevel workflow templates for your campaigns.
Frequently Asked Questions
There are 17 different GoHighLevel workflow templates available, plus you can create your own or import one from an existing campaign.
GoHighLevel workflow templates are fully customizable. Once you have loaded a template into the workflow editing screen, you can adjust and change it as much as you need to.
You can create your own GoHighLevel workflow templates by choosing the “Start from Scratch” option when you are in the workflow template menu screen. Once you have created your workflow, you can save it as a template for further use.
Yes! If you have existing workflows in a different GoHighLevel sub-account, you can import them into the new sub-account for use.
GoHighLevel workflow templates are easy to use, but it can be challenging to fully understand how workflows operate as a whole. However, the workflow templates act as a good starting base, making it faster and more straightforward to create campaigns.
GoHighLevel workflow templates are referred to as “recipes” within the platform.