GoHighLevel Automation Tutorial | 1. Introduction To HighLevel Automations
Summary
TLDRIn 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
- π₯ This video is the first in a tutorial series focused on 'High Level Automation for Beginners'.
- π¨βπ« The tutorial is aimed at individuals who are new to high level automations, not for those already experienced.
- π± 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.
- π The 'Automations' tab is the central location for managing all high level automations.
- π§ Basic automations include automated emails, SMS, appointment confirmations, reminders, and purchase receipts.
- π Advanced features involve setting up cold outbound campaigns, automatic voicemails, and pipeline management with tagging and moving leads.
- π The video explains the transition from older features like 'Campaigns' and 'Triggers' to the newer 'Workflows'.
- π οΈ 'Workflows' streamline the automation process by combining the functionalities of 'Campaigns' and 'Triggers' into one tool.
- π« 'Campaigns' and 'Triggers' are now considered deprecated features and can be disabled in the settings.
- π 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
π§ 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.
Mindmap
Keywords
π‘High Level Automation
π‘Tutorial Series
π‘Sub Account
π‘Automations Tab
π‘Automated Emails
π‘Form Submission
π‘Appointment Confirmation
π‘Purchase Receipt
π‘Cold Outbound Campaigns
π‘Voicemails
π‘Workflows
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]
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