GoHighLevel Automation Tutorial | 1. Introduction To HighLevel Automations

Summary

In this tutorial video, Haseeb introduces a series designed for beginners in high-level automation. He guides viewers through the High Level platform, focusing on the 'Automations' tab for managing automated emails, SMS, appointment confirmations, reminders, and purchase receipts. The video clarifies that 'Campaigns' and 'Triggers' are deprecated features, now replaced by 'Workflows' for streamlined automation creation. Haseeb promises to cover various automations available in High Level workflows, making it easier for beginners to grasp and implement these tools effectively.

Takeaways

• 🎥 This video is the first in a tutorial series focused on 'High Level Automation for Beginners'.
• 👨‍🏫 The tutorial is aimed at individuals who are new to high level automations, not for those already experienced.
• 📱 The presenter demonstrates the process within a High Level account, specifically in a sub-account which could represent a client or one's own business.
• 🔗 The 'Automations' tab is the central location for managing all high level automations.
• 📧 Basic automations include automated emails, SMS, appointment confirmations, reminders, and purchase receipts.
• 📈 Advanced features involve setting up cold outbound campaigns, automatic voicemails, and pipeline management with tagging and moving leads.
• 📑 The video explains the transition from older features like 'Campaigns' and 'Triggers' to the newer 'Workflows'.
• 🛠️ 'Workflows' streamline the automation process by combining the functionalities of 'Campaigns' and 'Triggers' into one tool.
• 🚫 'Campaigns' and 'Triggers' are now considered deprecated features and can be disabled in the settings.
• 🌟 The tutorial series will cover in-depth how to create and utilize workflows for various automation tasks in High Level.

Q & A

What is the purpose of the tutorial series mentioned in the transcript?

The purpose of the tutorial series is to provide a high-level automation guide for beginners who are new to using high-level automations.

Who is the intended audience for this tutorial series?

The intended audience is those who are just getting started with high-level automations and not for those who have been using them for a while.

What is the main feature the presenter is using to demonstrate automations?

The presenter is using the 'automations' tab within their High Level account to demonstrate various automations.

What types of automated actions can be performed using High Level automations?

Automated actions include sending emails, SMS, confirmations upon booking appointments, reminders, purchase receipts, and managing cold outbound campaigns with voicemails and pipeline movements.

What is the difference between 'campaigns' and 'triggers' as mentioned in the transcript?

Campaigns were used for stacked content with delays, like a sequence of emails and SMS with delays in between. Triggers were the automations that initiated these campaigns based on certain actions, like form submissions.

Why are 'campaigns' and 'triggers' considered deprecated features in High Level?

'Campaigns' and 'triggers' are considered deprecated because they were features from a year ago, and the platform has since moved to using workflows which combine both features.

What does the presenter mean when they say they have 'enabled' deprecated features?

The presenter means that they have chosen to continue seeing the 'campaigns' and 'triggers' features in their High Level account settings, even though they are no longer the primary method of automation.

What is the main focus of the tutorial series instead of campaigns and triggers?

The main focus of the tutorial series is on workflows, which have replaced campaigns and triggers as the primary method of automation in High Level.

How do workflows in High Level simplify the automation process?

Workflows simplify the automation process by combining the creation of campaigns and triggers into a single workflow, eliminating the need to create and manage them separately.

What can viewers expect to learn in the tutorial series about High Level workflows?

Viewers can expect to learn how to create workflows, understand the different types of automations available, and how to perform various automation tasks using High Level workflows.

Outlines

00:00

🔧 Introduction to High Level Automation for Beginners

In this introductory video, Haseeb welcomes viewers to a tutorial series focused on high-level automation for beginners. He clarifies that this series is designed for those new to high-level automations and not for experienced users. Haseeb demonstrates the process by logging into a High Level account and navigating to the 'Automations' tab, which is where all automations are managed. He outlines the basic automations that can be performed, such as automated emails, SMS, appointment confirmations, reminders, purchase receipts, and cold outbound campaigns. Haseeb also explains the evolution of automation features in High Level, noting that 'campaigns' and 'triggers' are now deprecated in favor of 'workflows', which combine the functionalities of both. The video sets the stage for a series that will teach viewers how to create and manage workflows for various automation tasks.

Keywords

💡High Level Automation

High Level Automation refers to the use of software to automate complex processes and tasks within a business or organization. In the context of the video, it is the main theme and the focus is on teaching beginners how to utilize automation tools to streamline operations. The video mentions that the tutorial is aimed at beginners, indicating that the content will be introductory and foundational.

💡Tutorial Series

A tutorial series is a collection of instructional videos or guides that teach a particular skill or subject. The video script mentions that this is the first in a series, suggesting a structured learning path for viewers. The series is designed to help those new to high level automations to understand and implement them effectively.

💡Sub Account

A sub account is a secondary account within a main account, often used for differentiating between clients or different business units. In the script, the presenter logs into a sub account to demonstrate the automation features, which implies that the platform supports multi-level account management and personalized automation settings.

💡Automations Tab

The 'Automations Tab' is a section within a software platform where users can access and manage automated processes. The video script mentions this tab as the location where all high level automations are housed, indicating that it is a central hub for configuring and monitoring automated tasks.

💡Automated Emails

Automated Emails are electronic messages that are sent out automatically based on specific triggers or schedules. The video script mentions automated emails as one of the basic automations that can be performed, showcasing how businesses can use this feature to communicate with clients or customers without manual intervention.

💡Form Submission

Form submission refers to the action of sending data from a web form to a server for processing. In the context of the video, it is used as a trigger for sending automated SMS or emails, demonstrating how automation can be used to respond to user actions on a website.

💡Appointment Confirmation

Appointment confirmation is a message sent to a client to verify the details of a scheduled appointment. The video script includes this as an example of an automated process, highlighting how automation can enhance customer service by ensuring timely and accurate communication.

💡Purchase Receipt

A purchase receipt is a document that records the details of a transaction, typically sent to the customer as proof of purchase. The video mentions sending purchase receipts automatically, which is an example of how automation can streamline the sales process and provide immediate customer satisfaction.

💡Cold Outbound Campaigns

Cold Outbound Campaigns are marketing efforts aimed at potential customers who have not previously engaged with a business. The video script includes this as a feature of high level automation, suggesting that it can be used to initiate contact and potentially convert leads into customers.

💡Voicemails

Voicemails are recorded messages left on a telephone answering system. The video script mentions sending voicemails automatically as part of an automation process, indicating that the platform supports a multi-channel approach to communication, including voice messages.

💡Workflows

Workflows are sequences of connected steps that are automated to perform a specific task or process. The video script explains that workflows have replaced campaigns and triggers, consolidating the automation process into a single creation point. This simplifies the user experience by reducing the number of steps needed to set up automation.

Highlights

Introduction to a tutorial series called 'High Level Automation for Beginners'.

The tutorial is aimed at individuals new to high level automations, not for experienced users.

The presenter is in their High Level account, specifically a sub account, which could be a client's or their own business.

Automations tab is where all goal level automations are managed.

Basic automations include automated emails, SMS, appointment confirmations, reminders, and purchase receipts.

Automations can also handle cold outbound campaigns, voicemails, tagging, and pipeline management.

The series will cover how to perform various automations using Go High Level workflows.

Deprecated features 'Campaigns' and 'Triggers' are no longer used in the current High Level platform.

Campaigns used to stack content with delays, while Triggers used to initiate these campaigns based on lead actions.

Deprecated features can be enabled or disabled in the settings, affecting their visibility in the platform.

The presenter chooses not to use Campaigns and Triggers, focusing instead on Workflows.

Workflows have combined the functionalities of Campaigns and Triggers into a single creation process.

The tutorial will demonstrate the creation of workflows and the variety of automations possible with Go High Level.

The presenter emphasizes the shift from using Campaigns and Triggers to the streamlined Workflow approach.

The tutorial aims to educate on the practical applications of Go High Level workflows for business automation.

The series will be practical, showing step-by-step how to set up and utilize various automations.

Transcripts

hey how's it going everybody haseeb here

welcome to another video this is video

number one for a tutorial series called

high level automation for beginners so

I'm making this tutorial playlist for

those who are just getting started with

high level automations this is not for

those who have been using high levels

for a while so

um as you can see I am in my high level

account I'm in a sub account if you log

into high level in and log into one of

the sub accounts assuming this is your

client or this is your own business you

have to come here in automations tab

which will hold all the goal level

automations so let me tell you what are

the basic automations you can perform so

you can perform uh automated emails

automated SMS upon form submission upon

booking appointment you can send them

confirmation on appointment you can send

them reminders all sorts of things you

can send a purchase receipt if somebody

purchases a a product or a service that

you sold using go high level two-step or

one-step order forms you can also do a

cold outbound campaigns you can send

voicemails automatically and add tags

move them around in pipelines and do all

sorts of stuff so we're gonna learn in

this series how to do all those things

right now as I am in automation you can

see three uh tabs over here so campaigns

and triggers these are deprecated

features right so campaigns used to be

uh stacked content with delays like

email one SMS one email two sms2 and

delays between them and triggers used to

be like the automations that triggers

these campaigns for a certain lead so if

somebody uh fills up a form this

campaign will be executed for that lead

so triggers are where you go and do that

if we go to settings and if we come down

here

deprecated features as you can see so I

have enabled them I can choose to not

enable them in that case I won't be

seeing them here anymore so I'm not

going to use campaigns and triggers

because they used to be features a year

ago in high level but we are not using

them now we're just using workflows so

basically workflows have combined

campaigns and triggers and brought them

in one place so instead of creating a

campaign and a trigger you just create

one single workflow and that's it so we

are gonna see how workflows are created

and we are gonna see what are the

different bunch of you know automations

what we can perform with uh go high

level workflows

[Music]

thank you

[Music]