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How do I set up funnels and automations in GoHighLevel?

Follow these simple steps to automate your business processes and boost efficiency using GoHighLevel with WispCode

Step.1 ) Define Your Funnel Goal:

Before creating your sales funnel in GoHighLevel, define its primary goal—such as lead generation, selling products, or booking appointments. A clear funnel objective helps structure your landing pages, forms, and automations for maximum conversion.

Step. 2 ) Access the Funnels Section

To get started with building a sales funnel in GoHighLevel, log in to your GoHighLevel dashboard, select the desired sub-account, and navigate to Sites > Funnels. This is where you can create and manage all your funnels

Step . 3 ) Create a New Funnel

Click on + New Funnel in the GoHighLevel funnel builder. You can choose to start from scratch or select a pre-built funnel template. These templates are organized by industry and marketing goals, making it easy to customize a sales funnel that suits your business needs

Step .4 ) Customize Your Funnel

Once your funnel is created, customize each step:

  • Landing Pages: Design engaging pages with clear calls-to-action.
  • Opt-In Forms: Collect visitor information like names and emails.
  • Thank You Pages: Acknowledge submissions and guide next steps
  • Sales Pages: Present your products or services compellingly.
  • Checkout Pages: Facilitate smooth transactions with order forms.

Follow these simple steps to automate your business

Step . 5 ) Set Up Automations with Workflows

GoHighLevel’s Workflows feature allows you to automate various tasks:

  • Lead Nurturing: Send automated email sequences to engage leads at different stages
  • Appointment Scheduling: Automate appointment bookings and confirmations.
  • Follow-Up Communications: Trigger emails or SMS messages based on user actions.
  • Customer Onboarding: Automate welcome messages and onboarding instructions.

Step .6 ) Integrate Payment Processing

To handle transactions within your funnel:

  • Integrate with payment gateways like Stripe, Square, or NMI.
  • Configure product pricing, order bumps, and coupon codes.
  • Set up confirmation pages to acknowledge successful purchases.

Step .7 ) Test and Launch Your Funnel

Before going live:

  • Test each step to ensure functionality.

  • Verify that automations trigger as intended.

  • Ensure that payment processing works smoothly.
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