Unlock GoHighLevel's Hidden Automation Recipes: Your Secret to Efficiency!

Summary

This video tutorial introduces viewers to High Level's new automation recipes, designed to simplify and enhance various tasks. It demonstrates how to activate and utilize these recipes within High Level's platform, covering features like automated responses to Instagram and Facebook comments, IVR systems, and appointment reminders. The script highlights the ease of use and the power of these pre-built automations, encouraging users to explore and implement them for streamlined business operations.

Takeaways

• 🚀 High Level has introduced new automation recipes that are easy to use and can significantly streamline various tasks.
• 📈 The automations showcase powerful features like Facebook and Instagram comments, IVR systems, and appointment reminders.
• 📂 Users can activate these automations from the 'Automations' section on the left-hand side of their High Level dashboard.
• 📝 To start, users can create a folder for practice, ensuring they don't interfere with existing workflows.
• 🔍 High Level provides preset automation recipes for Instagram and Facebook comment responses, simplifying the process of setting up such automations.
• 📲 Users can select and customize recipes for automated responses or direct messages based on specific comments or post interactions.
• 🔑 The automation recipes come with preset filters and actions, allowing for easy modification to fit individual needs.
• 📅 Appointment reminders are a key feature, with recipes available for confirmation, reminders, surveys, and review requests.
• 🎉 High Level offers additional support through VIP coaching programs and a VIP group for personalized assistance.
• 📝 The script emphasizes the importance of testing AI-based recipes like comment automation to avoid irrelevant responses.
• 📞 The introduction of IVR recipes allows users to set up interactive voice response systems for phone numbers, enhancing customer interaction.
• 🛍️ For e-commerce businesses, High Level provides recipes for sending product recommendations based on customer purchases.

Q & A

What is the main topic of the video script?

The main topic of the video script is demonstrating how to use High Level's new automation recipes for various tasks, including social media interaction and appointment reminders.

What new features does High Level offer in its automation recipes?

High Level offers new automation recipes for tasks such as Facebook and Instagram comments, IVR systems, appointment reminders, and email sequences for nurturing and reactivation.

How does the video script suggest using automation recipes for social media?

The script suggests using High Level's automation recipes to create automated responses or direct messages specific to comments or posts on social media platforms like Instagram and Facebook.

What is the purpose of the 'recipe practice' folder mentioned in the script?

The 'recipe practice' folder is created to safely test and play with the automation recipes without interfering with other ongoing processes in the account.

How can High Level's automation recipes help with appointment reminders?

High Level's automation recipes can be used to set up automated appointment reminders, confirmations, and follow-up actions based on the status of appointments.

What is the significance of the IVR system in the context of the video script?

The IVR system allows for the creation of an interactive voice response setup where callers can select options like sales or customer service, and it can be customized using High Level's automation recipes.

What does the video script suggest about the use of AI in automation recipes?

The script suggests that while AI can be used to create automation recipes like comment responses, it should be used with caution to avoid irrelevant or 'hallucinating' responses.

How does the video script address the concern of AI-generated comments not being relevant?

The script advises to proceed with caution when using AI for comment responses, suggesting that users should test it thoroughly before releasing it to the public.

What additional support options does the video script mention for High Level users?

The script mentions a VIP coaching program, a VIP group for direct questions, access to a SOP library, and other features like a mini course and a funnel brick system.

What is the script's advice on learning automations within High Level?

The script advises that the best way to learn automations is by building and breaking them, suggesting that regular experimentation is key to learning effectively within High Level.

How does the video script encourage viewers to start using High Level's automation recipes?

The script encourages viewers to take advantage of the provided recipes, suggesting that they can significantly help their business processes and that they should explore and implement them without waiting for further guidance.

Outlines

00:00

🚀 Introduction to High Level's Automation Recipes

The video script introduces viewers to High Level's new automation recipes, which are pre-built automation templates designed to simplify and enhance various tasks. The speaker highlights the improvements made to these recipes over time and emphasizes their utility, especially in leveraging powerful features like Facebook and Instagram comments, IVR systems, and appointment reminders. The tutorial begins by guiding viewers on how to activate and use these recipes within their High Level account, starting with creating a folder for practice and selecting a recipe for Instagram comment automation.

05:01

📚 Utilizing Automation Recipes for Social Media Engagement

This paragraph delves into the specifics of using High Level's automation recipes for social media engagement, particularly focusing on Instagram and Facebook comment automation. The script explains how to select and customize these recipes for automated responses and direct messages related to comments on posts. It showcases the ease of setting up these automations with pre-configured options, including filters for specific pages and posts, and the ability to create various responses that rotate automatically. The speaker also mentions the potential for using these recipes to run ads off social media interactions.

10:03

🛠️ Customizing and Expanding Automation Recipes

The script continues by illustrating how to customize and expand upon High Level's automation recipes, using the example of appointment reminders. It details the process of modifying templates to fit specific needs, such as setting up automated reminders for different calendars and events. The speaker demonstrates adding wait times, copying actions for different reminder intervals, and updating details like Zoom IDs or meeting locations. Additionally, the paragraph touches on the use of AI in automation recipes, with a word of caution about ensuring relevance and avoiding mishaps with untrained bots.

🎙️ Advanced Automation Features: IVR and Email Drip Campaigns

This section of the script introduces advanced automation features, such as Interactive Voice Response (IVR) systems and long-term nurture reactivation email sequences. The IVR system allows for the creation of a phone menu system that responds to caller inputs, directing them to services or team members. The script provides a step-by-step guide on setting up an IVR, including recording messages and routing calls based on selections. It also covers email drip campaigns, explaining how to create a series of emails that are sent based on user engagement, with advice on varying subject lines to improve open rates.

🎉 Conclusion and Encouragement to Explore Automation Recipes

The final paragraph wraps up the video script by encouraging viewers to take advantage of the automation recipes available in High Level. It emphasizes the benefits of these recipes for businesses, such as streamlining operations and enhancing customer engagement. The speaker suggests that viewers should experiment with these recipes to understand and utilize the new features of High Level effectively. The script concludes with an invitation to future videos that will further explore these automations and a reminder to engage with the content by asking questions in the comments section.

Keywords

💡Automation

Automation refers to the technology of making a process or procedure operate with minimal human assistance. In the context of the video, it is about using high-level software to automate tasks such as social media interactions, appointment reminders, and customer service responses. The script mentions 'automation recipes' which are pre-built automation workflows designed to save time and effort.

💡High Level

High Level appears to be the name of the software or platform being discussed in the video. It offers various features and tools for users to automate and manage their business processes. The script suggests that High Level has improved its automation capabilities over time, making it more useful for the users.

💡Recipes

In the video script, 'recipes' is used metaphorically to describe pre-configured automation workflows within High Level. These recipes are designed to help users quickly set up automation for common tasks without having to build them from scratch.

💡Facebook and Instagram Comments

The script discusses the ability to automate responses to comments on Facebook and Instagram. This feature allows users to set up automated replies to specific comments or interactions on their social media posts, which can help in managing engagement more efficiently.

💡IVR System

IVR stands for Interactive Voice Response, which is a technology that allows a computer to interact with humans through the use of voice and DTMF tones input via telephone keypad. In the video, it is mentioned as a feature that High Level has incorporated into its automation recipes, enabling users to create a phone menu system for their business.

💡Appointment Reminders

Appointment reminders are notifications sent to remind individuals of upcoming appointments. In the script, it is highlighted as a type of automation recipe available in High Level, which can be customized and used to send automated reminders to clients or customers.

💡Workflow

A workflow in the context of the video refers to a sequence of steps or processes that are automated within the High Level platform. Workflows can be created using the platform's user interface and are part of the automation recipes, guiding users through the setup process.

💡DM (Direct Message)

DM stands for Direct Message, a private communication method used on social media platforms. The script mentions the use of automation to send specific DMs in response to comments or other triggers, demonstrating how High Level can automate personalized customer interactions.

💡AI (Artificial Intelligence)

AI is the simulation of human intelligence in machines that are programmed to think like humans and mimic their actions. In the video, AI is mentioned in the context of creating automated responses and recommendations, with a cautionary note about ensuring relevance to avoid 'hallucinating' responses.

💡Drip Campaign

A drip campaign is a marketing strategy that involves sending out messages or emails to a targeted audience over a period of time. The script refers to 'long-term nurture reactivation email sequence' as an example of an automation recipe for conducting a drip campaign to follow up with prospects or customers.

💡VIP Coaching Program

The VIP Coaching Program mentioned in the script is a service offering additional support to High Level users. It includes personalized coaching, office hours, and access to a VIP group for direct questions and answers, aiming to enhance the user's experience and effectiveness with the platform.

Highlights

Introduction to High Level's new automation recipes, designed to simplify and enhance various tasks.

Explanation of how to activate and use automation recipes within High Level's platform.

Mention of the improvement in High Level's automation recipes over time, making them more powerful and user-friendly.

Showcasing of automation features including Facebook and Instagram comments, IVR systems, and appointment reminders.

Demonstration of creating a new folder for organizing automation recipes.

Step-by-step guide on creating a workflow for Instagram and Facebook comment replies.

Highlight of the ease of using pre-built recipes for automation, reducing the need to start from scratch.

Description of setting up automated responses and direct messages based on specific comments or posts.

Explanation of how to select and customize recipes for different social media interactions.

Discussion on the importance of having a framework for building custom automations.

Promotion of a VIP coaching program offering additional support and resources for High Level users.

Introduction to the IVR recipe, allowing users to set up an interactive voice response system.

Description of how to use the IVR recipe to create a custom phone menu for different services.

Note on the potential issues with AI-generated comments if not properly trained.

Overview of the recipe for sending product recommendations based on customer purchases.

Introduction to long-term nurture and reactivation email sequences for lead follow-up.

Emphasis on the practicality of using High Level's automation recipes for business processes.

Encouragement for users to explore and implement the automation recipes to enhance their High Level experience.

Transcripts

So today we're going to show you how to

use high level's brand new automation

recipes that are not half bad and that

are actually pretty useful in some of

the things that you're trying to do now

with high level so stay tuned and we're

going to show you how to activate them

and start using them right away inside

your own highle

Camp so I don't know if you guys know

this or not but it's actually some of

the recipes they had in the past were

okay right but over time I guess high

levels just put a little bit more effort

into it and they're actually pretty cool

and what's really really neat is that

some of these automations showcase some

of the features that are out there that

are really powerful right now including

Facebook and Instagram comments the ivr

system even the old school appointment

reminders that again if you don't want

to build an automation for you could

just use some of these recipes to kind

of get you started so without further

Ado let's kind of jump in so if we go

over to the left- hand side and most of

us are going to start on our Launchpad

or on our dashboard this is a fake

account so what we're going to do is

we're going to go right into our

automations on the le- hand side I'm

just going to come over here hit create

folder and 04 and I'm going to call this

recipe practice all right and I'm going

to hit create now when I come in here

I'm going to hit my little fold that I

created just to try out some of these

recipes cuz again just in case I don't

work or if I just want to play with them

a little bit I'm not interfering with

anything else that's going on in my

account now I'm going to go ahead and

create workflow I don't know if you

watched our previous video but there is

a video right now that I have that is a

brand new feature that we've been really

working with a lot is the Instagram and

Facebook comment replies and more

importantly allowing the ability of like

running ads off of these things and

everything else but what's cool is that

high level went in and they added two of

the recipes to make our lives a little

bit easier which I find is so cool like

that instead of having to build the

whole thing out from scratch you can now

use one of these recipes right from the

beginning so for instance if I wanted to

have an automated response or I wanted

to send a DM that's very specific to a

comment or on a post that I drop I'm

sure a lot of you guys have seen this

right now like if you're looking for my

guide and I have this post talking about

my guide and what it does I just type in

type guide in the bottom and you'll get

it sent to your DM now before I would

have to build that automation but now if

you come in here you have all these

different recipes right when you go in

and you hit that create a workflow and

again I'm in that folder like I

mentioned before I went to create a

workflow and look it has select a recipe

I'm going to select a recipe and in this

case I want to do that Instagram comment

automation well here it is right here so

I'm going to go ahead and hit select

with this I have my Instagram and

comment Automation and look it's already

all set up which I think is so freaking

cool before it would just be a little

bit of a like kind of you would have to

work it all out but now strictly from

high level it is coming here and it is

showing you how to operate this thing so

if I go here all I have to do is

basically just turn on the thing so if I

come in here and I had a page connected

I would connect my page then I would do

my post replies now again there's no

page connected so it's kind of hard on

this account but then what I would do is

I would add a filter and then I would go

to the particular page I would go then

the particular post and then I would

work and it's already got on the first

level tracks only which is great and

then I can create different responses

that I want to keep continuously

rotating to kind of get it through there

and I can automatically like comments

it's all preset for me and then I can

have an interactive message back that

replies back in the DMS and that that

basically has like a visit our website

get the checklist and it waits an

additional step that if they click on

any of these buttons I can then send

another message to them and here's your

checklist and everything else so guys

this is super important because it just

kind of gives you the framework to build

whatever you want and this is just the

first one right if I back over here and

I wanted to do one for Facebook I can do

the same exact thing I can come over

here create a workflow go select the

recipe again come in here and we have a

full video on this so I don't want to

get too details into this but just

wanted to show you the core ones that I

definitely would 100% recommend using

like for instance here's your Facebook

comment automation same thing but now

it's from Facebook and it's already all

preset for you again you would lock in

your Facebook page you would select the

published post the post is and then it

can change whatever phrase like

checklist and now the second somebody

does that it tracks the first level

comments just like before responds back

lights the comment and then based on the

selection that they choose they choose

one of these different scenarios and

then it waits five minutes if they

respond and it's sends them the actual

checklist right here and there which I

think is great and not only does it do

that it also has these different

selections that you can use for calling

us visiting our website and so much more

right hey we want to interrupt this

video for a quick little minute to just

let you know that I hope you're enjoying

this video we want to thank you for

being here but more importantly we're

hoping that this content helps you do

whatever you're trying to do inside a

high level we also want to let you know

that you have options to get additional

help we offer a 197 a month VIP coaching

program that includes four days of

office hours first come first serve with

Andy or myself where we go in and we

answer any of your questions that you

might have live with a group setting for

other people that are also working in

high level we also have a VIP group

where we answer questions directly

one-on-one with anybody posting in that

group to give you the absolute best

support it also comes with a bunch of

other features including our fontal

brick system our little mini course and

more importantly a couple guides that

will help you through this and also

including our sop library that we use

for pretty much everything inside of our

agency so thank you for this quick

little minute but more importantly go

back to the video get whatever you need

and if you have any questions that we

can answer the video just drop a comment

on the video and we'll make sure to

answer whenever we get a chance and now

back to the show so the cool thing about

these recipes and why this is important

is before a lot of these automations

would have to be created so for instance

let's take an old school one and this is

the one honestly that I always build

from my appointment reminders right if I

come in here and I want to do an

appointment reminder all I have to do is

go look for the recipe if I come all the

way down and I see right here there are

three of them I believe there is

appointment confirmation reminder survey

and review request send a review request

appointment booking and I believe

appointment confirmation and reminder I

use this thing all the time I'm going to

load it and this is what I mean by how I

modify these to work for my features

right so I come in here first thing is I

number these like I always do if it's

going to be appointment I'll use an a 01

now I have appointment confirmation and

reminder it has appointment status

confirmed event type is normal if I want

to be specific for individual calendars

meaning I want a specific automation go

into a specific calendar I would come in

here and I would literally select in

calendar come over here and then I would

select whatever calendar I've already

pre-made if I leave it just to anytime

any appointment is confirmed these now

become my generic appointment reminders

that are automatically going to fire

once I turn this thing on for every

single calendar confirmation that I have

but what's cool is I can come in here

and I can modify everything that I need

look hi contact first name your

appointment is confirmed or whatever let

us know if you have any questions in the

meantime when it's time please use a

zoom ID now if I don't have a zoom ID I

delete this and if I want to use the

zoom ID and I'm using round robin

calendars watch my calendar video you'll

be able to understand that this can then

be replaced with meeting location so I

can come over here and I can go to

meeting location and honestly this thing

is ready to rock and roll and all I have

to do is create a little bit of space

make sure it's nice and neat and I got

myself like automations right then there

and if I wanted to add let's say two

days before I could just come in here do

all right like a wait we'll do what's

called an event appointment weay before

two days

and now I have a two-day wait and then

actually I'm sorry copy this we want to

put that after the confirmation email

copy action put it right here and then

now I can take this email that's a

24-hour reminder copy it copy action put

it for the two-day wait and just label

this two days before all right and then

come over here take this 24-hour

reminder that I copied and it'll be two

days before

email is in two days Boom come over here

again instead of 24-hour in two days

give it some spacing boom update the

zoom ID which is not a real ID come in

here go to appointment oop sorry go to

appointment meaning

location and now I'll bring in whatever

I have on my round robin calendar damn

look at that now this is all ready set

to go I now have appointment reminders

well what if I wanted a no-show you

could do the same thing they got a

no-show recipe right so if I wanted a

no-show I go back to select recipe I go

all the way down to my noow hit select

and then come over here and it's

a02 I got my noow recipe now anytime the

status on the appointment goes to noow

here's a rescheduling and following up

link insert calendar link here it even

tells you what you have to do and you

can move forward from that so what I'm

saying is this is actually pretty cool

because it allows you to take advantage

of all the different recipes here that

are brand new now they also have some AI

kind of creation now the only thing that

I don't necessarily agree with because

we've seen this kind of like not work in

people's favor is recipe comments plus

workflow AI a lot of people are using

this one the problem is if your Bot is

not trained or it can hallucinate

sometimes and then this will kind of

just go all over the place I personally

wouldn't do this but I know a lot of

people are but it already has the setup

where this is a comment and Facebook

post by user I sell personal finance

courses because what a lot of people are

doing by the way is they are not

changing this and every time they put

this spot on it automatically is resp

responding back to finance courses you

would want to make sure you have a very

elaborate prompt here that is very

specific to your particular product but

like I said this one is the one that I

personally would never use just because

I want to make sure that my comments are

relevant and not hallucinating by some

kind of crazy bot but the fact that it's

there you can use it as a recipe now the

other really cool one that a lot of

people taking advantage of is the ivr if

you have LC or toio connect well LC not

toio but if you have LC connected and

you're like well I don't even know how

to start with ivr meaning if somebody

calls in a number your number let's say

it's 1 18005551212 I call in what an ivr

is is when the phone picks up it'll be

press one for sales press two for

customer service and you basically can

start the ivr for any particular number

that you have you have a welcome message

that automatically comes in here you

could say welcome blah blah blah number

of Loops is one it it's all here press

one hear the list of services press two

to leave a voicemail or press three to

talk to our team now based on what they

select look how cool this is if they

press one press two press three then it

records the list of services that you

can list right here here are list of

services and it's got service one

service two service three and then again

based on what they press you would have

another tree going on down here and you

would build it off of that this is super

super super cool and again you can add

pre-recorded message you can transfer to

an agent and it goes to a selected user

and the list goes on and on but you have

like a full ivr system and they give you

the actual recipe for it to fully build

it out now I don't know about you but

that's like really really cool that the

fact that they have something like this

which again for a normal user that

doesn't really know anything about it

and you want to kind of get your feet

wet on it and start playing around with

these things for anybody that wants to

get their feet wet with it these are

actually pretty good to start off with

then you go back to select a recipe

there are send product recommendations

to GPT for Turbo so this one's really

cool for anybody that has Shopify or a

specific product and you automatically

want to send like an email with product

recommendations based on what they

bought if you come in here and you write

this prompt out specifically that will

go to chat GTP it will come back with

four of the products that are listed and

it can go through here again a lot of

really cool things you can do again

anytime there's AI involved I just ask

you to proceed with caution try it out a

couple times before you release it out

to the public but the fact that it's

even here and they're even giving you

this for free without having somebody

create it is pretty good then you got

something like long-term nurture

reactivation email sequence an email

drip on a contact you know that you want

to follow up on like a perspective like

Prospect or any kind of follow-up series

look at this email number one if they

open the email then was the email open

yes then send them email number two if

the email wasn't open then you send it

with the new subject line wait one day

and go to so now they're even giving you

kind of like a little bit of marketing

advice how you can differentiate like

emails to get different requests and to

see whether or not people are engaging

with your email how cool is this again

these are just really good things that

nobody's taken advantage of and it's

just a really really good way to get

yourself up and coming like and really

fast in some of these pretty Advanced

automations I mean between the ivr the

Facebook comments the Instagram comments

and even this email drip followup that

is pretty solid and then they have some

of the old school ones like I told you I

still use the birthday template one and

I use the appointment confirmation

reminders but what's really cool is the

fact that they have some of these

already for you I just want to make sure

you all are taking advantage of it go in

there turn some of these on for your

business because this will 100% help you

out and it just introduces to the brand

new features that are out there for high

level itself now hope you enjoy this

video go out there and play with some

recipes we're going to build some of

these out in future videos but we want

to give you like a sneak peek where you

don't have to wait for us you can go

ahead and design some of these pretty

extensive automations on your own

without needing really any support with

maybe a little bit of guidance but

honestly the way we learn automations is

we build it and break it so if you're

not doing that on a regular basis inside

a high level you're really not learning

at the best possible fastest way that

you can inside here but honestly some of

these are pretty fire and I would

recommend you going in there and trying

these out so hopefully this helps and

we'll see you in the next one

[Music]