GoHighLevel Automation Tutorial | 2. Website Forms & Survey Automations

Summary

This video tutorial demonstrates how to create forms and surveys in HighLevel, embed them into a website, and set up automations for enhanced functionality. It guides viewers through building a form with basic fields like name, phone number, and email, and then embedding it into a WordPress or HighLevel website. The video then focuses on creating a workflow in HighLevel to automate tasks such as sending confirmation emails and SMS, adding tags for lead filtering, and updating a pipeline with new opportunities. The tutorial concludes with a live workflow test and a demonstration of the updated pipeline, showcasing the efficiency of HighLevel automation.

Takeaways

• 📝 The video demonstrates how to create forms and surveys and automate tasks in a platform called 'High Level'.
• 🌐 It explains how to embed a form or survey into a website, specifically mentioning WordPress and High Level websites.
• 📝 The form creation process is detailed, including adding fields like 'pool name', 'phone number', 'email', and a 'submit' button.
• 🔗 The video instructs on copying the inline link from the form builder to embed it into a website.
• 📋 The process of creating a workflow for form automation is outlined, starting from naming the workflow to setting triggers.
• 📧 An example of an automation action is sending a confirmation email to the form submitter using custom values.
• 📲 The video also covers sending an SMS confirmation and using tags to categorize and filter leads effectively.
• 🔖 The use of tags is highlighted for organizing leads based on the form they submitted, making it easier to manage different types of inquiries.
• 🔄 The tutorial includes adding form submissions to a pipeline and updating opportunities within the High Level platform.
• 🔧 The video concludes with a test of the form submission and a demonstration of how the data appears in the platform's pipeline.

Q & A

What is the main topic of the video?

The main topic of the video is creating forms and surveys in High Level and performing automations on them.

What are the basic fields included in the form created in the video?

The basic fields included in the form are 'pool name', 'phone number', 'email', and a 'submit' button.

How can the form created in High Level be embedded into a website?

The form can be embedded into a website by copying the inline link from High Level and pasting it into an HTML block on platforms like WordPress or a High Level website.

What is the purpose of naming the form 'form automation' in the video?

Naming the form 'form automation' allows for easy reference and identification when creating workflows related to the form submissions.

What is the initial workflow trigger used in the automation process described in the video?

The initial workflow trigger used is 'form submitted', which activates the workflow for the person who submitted the form.

What is the first action performed in the workflow after the form is submitted?

The first action performed is sending a confirmation email to the person who submitted the form, using custom values from the form fields.

Why are tags added to the leads in the video?

Tags are added to the leads to help filter and identify them later, especially when using different forms for different services.

How does the video demonstrate adding a lead to a pipeline?

The video demonstrates adding a lead to a pipeline by creating or updating an opportunity with details such as full name, status, and a default value for the opportunity.

What is the significance of publishing the workflow after creating it in High Level?

Publishing the workflow is significant as it activates the automation, ensuring that it runs when the form is submitted.

How can the form's functionality be tested without embedding it on a website?

The form's functionality can be tested independently by opening the form link directly in a browser tab, which allows for submission and testing of the automation responses.

Outlines

00:00

📝 Creating Forms and Automations in High Level

The speaker introduces a tutorial on how to create forms and surveys using a high-level platform. They demonstrate the process of embedding a form into a website and setting up an automation workflow in response to form submissions. The form includes basic fields such as name, phone number, email, and a submit button. The workflow is triggered when the form is submitted and includes actions like sending a confirmation email, adding a tag for lead filtering, and creating or updating an opportunity in a pipeline. The speaker also shows how to test the form and view the results in the platform's opportunity pipeline.

05:00

🔍 Testing and Viewing Automation Results

In this paragraph, the speaker concludes the tutorial by testing the form and automation workflow. They show that after submitting dummy data through the form, the data appears in the main pipeline with the assigned tag, demonstrating the successful setup of the automation. The speaker then wraps up the video, indicating that the next video will continue the series.

Keywords

💡Forms and Surveys

Forms and surveys are tools used to collect information from users. In the video, the speaker demonstrates how to create these on a high-level platform. They are essential for gathering user data such as name, phone number, and email, which can then be used for various purposes like automation and data analysis. The example given is creating a form with fields for name, phone number, email, and a submit button.

💡Automation

Automation refers to the process of making an application, system, or process perform tasks automatically. In the context of the video, the speaker shows how to automate responses to form submissions, such as sending confirmation emails and SMS. This is part of a workflow that is triggered when a form is submitted, showcasing how automation can streamline and enhance user engagement.

💡Workflow

A workflow is a series of steps or tasks that are performed in a specific order to achieve a goal. In the video, the speaker creates a workflow that is activated when a form is submitted. This workflow includes actions like sending an email, adding a tag, and updating an opportunity in a pipeline, demonstrating how workflows can be used to manage and organize tasks in a business process.

💡Trigger

In the context of automation, a trigger is an event that initiates a process or action. The video describes setting up a trigger for the workflow, which is activated when a form is submitted. This is a key component in automation as it determines when the workflow will start, ensuring that actions are taken in response to specific user interactions.

💡Confirmation Email

A confirmation email is an automated message sent to users to acknowledge their actions, such as submitting a form. In the video, the speaker sets up an action in the workflow to send a confirmation email to users who submit the form. This is a common practice in customer service to ensure that users are aware that their submission has been received.

💡SMS Confirmation

SMS confirmation is a text message sent to a user's mobile phone to confirm an action they have taken. The video script mentions adding an SMS confirmation as part of the workflow, which is another way to acknowledge user submissions and provide them with immediate feedback via a different communication channel.

💡Tags

Tags are labels used to categorize or classify items, such as leads or contacts, for easier organization and retrieval. In the video, the speaker uses tags to filter leads based on the form they submitted. For example, a tag like 'website contact page' helps identify leads that came from the contact form on the website, which is useful for targeted marketing or follow-up.

💡Pipeline

A pipeline in business refers to the stages a customer or lead goes through in the process of becoming a paying customer. The video script describes adding a lead to a pipeline after they submit a form, which is a step in the sales process. This helps in tracking the progress of leads and managing the sales cycle effectively.

💡Opportunity

An opportunity in sales refers to a potential sale or business deal. In the video, the speaker demonstrates creating an opportunity in the pipeline after a form is submitted, which represents a new lead. This opportunity is then tracked and managed through the sales pipeline, with details like the lead's name and status being recorded.

💡Embed

To embed something means to incorporate it into a larger whole so that it forms a seamless part of that whole. In the context of the video, the speaker mentions embedding a form into a website, which allows visitors to interact with the form directly on the website. This is a common practice for collecting user data and enhancing user engagement on websites.

Highlights

Introduction to creating forms and surveys in High Level and automating them.

Assumption of having a website to embed the form or survey.

Demonstration of creating a form with basic fields like name, phone number, email, and a submit button.

Instruction on making the form full width and saving it.

Guidance on embedding the form into a WordPress website or a High Level website using HTML block.

Explanation of how the form will be visible on a webpage.

Details on naming the form for easy reference in High Level.

Starting the process of creating an automation workflow.

Description of the initial workflow trigger activated by form submission.

Filtering the form submissions to activate the workflow for specific forms.

Action to send a confirmation email upon form submission with custom values.

Adding an SMS confirmation as part of the automation workflow.

Utilizing tags for filtering leads based on the form they submitted.

Adding the submitted contact to a pipeline with a create or update opportunity action.

Setting default values for opportunity status and amount.

Instruction on publishing the workflow to make it live.

Testing the form submission and observing the automated response.

Viewing the submitted data in the main pipeline with the assigned tag.

Conclusion of the video with a preview of the next content.

Transcripts

hey guys so in this video I'm gonna show

you how to create forms and surveys in

high level and perform a bunch of

automations on them so assuming uh we

have a website we are going to create a

form or a survey embed that form or

survey into the website and then come

over here in high level to create a

workflow so we can perform a few

automations on the form uh so if we come

down here in slides

you will see form Builder so let's go

ahead and create a form

ad form

and we are gonna take some basic Fields

called pool name

phone number

email and also a button that says submit

we're gonna go full width and save the

form and you can just copy this link

this inline link from here and paste it

uh if you're using a WordPress website

or maybe if you have a go high level

website you just have to take uh you

know HTML block and then paste this code

so this uh this form will be visible

when you browse that particular page now

once you do that you will hit done and

then you will just

change the form name to you know uh form

automation so we can refer to it later

so naming is complete now we will start

creating an automation

now we are going to create a new

workflow start from scratch

we're gonna name this uh automation now

this is the initial workflow trigger

that activates this workflow for a

certain lead

so in this case we will say form

submitted if the form submitted uh this

workflow will be activated for whoever

submitted the form right so we are going

to see form submitted and put a filter

staying form is

form automation so this is the form that

we just created

save trigger now the second step of the

workflow is what are the different

actions you want to perform so for

starters we just want them to send a

confirmation email saying that hey

contact dot full name you can use custom

values from here uh so this will be

replaced by the name of whoever

submitted the form right uh hey

contact.name thank you for showing

interest in our website or our just

company someone from the team

in touch with you shortly yeah something

like that right so uh subject line could

just say thank you simple

and you could also add an SMS

confirmation

you could add a tag

so tags are uh they come in uh real

Handy if you are like filtering your

leads later so if you're providing

different services and using different

forms uh based on that tag you can

identify your leads later right so if

this is a contact page form I'm using it

on the contact page so I could just use

easily say website

contact

page

so this could be my new tag so I know

whenever there's a form submission and

there's a tag added I could just easily

go to contacts and filter by this tag so

whoever submitted the contact form uh on

my website will be visible in front of

me so now hit save I could also do some

more automations like add to pipeline so

to add them to the pipeline I need to

perform create or update opportunity

here you select the pipeline so I only

have one pipeline as a main Pipeline and

uh I could say this is a new lead then I

could say the opportunity name so this

is the name on the tile right

so full name

status is open you could sign a value

like uh based on what products or

service you sell you could uh you could

set a default value like hundred dollars

and then save action

that's right okay the workflow is live

now don't forget to publish it just just

like I did

now if we go to test that I I haven't

embedded this form anywhere but I can

easily test that by you know going to

the

uh going to the form link so you can

integrate this you can also

open it independently in a tab right so

I'm just gonna say yeah so these are

some dummy data all right

so form submitted

so this is going to send uh like a

automated uh response email SMS whatever

I set out and if I go now to

opportunities

if I go to main pipeline I can see the

data that I just submitted with the tag

so this is just a simple uh high level

automation I performed and that's it for

this video I'll see in the next one

[Music]