Key Features Covered in This Guide:
📌 Manual Actions – Track assigned tasks & to-dos
📌 Snippets – Save time with reusable text & email templates
📌 Trigger Links – Automate workflows based on link clicks
1️⃣ Manual Actions: Your To-Do List for Communication
The Manual Actions tab acts as a task manager for outbound communication.
🔹 What are Manual Actions?
Tasks assigned to a team member (e.g., call a lead, send a text, follow-up).
Typically created in automations (e.g., call a lead after they opt-in).
Helps sales teams & customer service reps stay on track.
📍 How to Use It:
See assigned actions → Call, email, or text a contact.
Mark tasks as complete once done.
Admins can track team progress.
Think of it as a "to-do list" for customer communication! ✅
2️⃣ Snippets: Pre-Written Messages for Fast Replies
Snippets save time by allowing you to insert pre-written messages into emails and texts.
📌 Why Use Snippets?
✅ Consistency – Ensures your team sends uniform responses.
✅ Speed – No more typing the same message repeatedly.
✅ Personalization – Use merge tags to auto-fill contact details.
📍 How to Create a Snippet:
1️⃣ Go to Snippets → Click "Create New"
2️⃣ Choose Text Snippet (for SMS) or Email Snippet (for emails)
3️⃣ Name your snippet (e.g., “Follow-Up Message”)
4️⃣ Write your message (add emojis, links, attachments, or merge tags)
5️⃣ Click Save
🔹 Example Text Snippet:
"Hey {{contact.first_name}}, thanks for reaching out! Let me know how I can help. 😊"
🔹 Example Email Snippet:
Subject: Great to Meet You!
"Hi {{contact.first_name}}, it was great chatting with you. Here’s more info: [link]. Looking forward to working together!"
📍 How to Use a Snippet in Conversations:
While typing a message, click Snippets (📎 icon).
Select the snippet you want to insert.
Send instantly or schedule it for later!
🚀 Pro Tip: Organize snippets into folders for easy access.
3️⃣ Trigger Links: Automate Actions Based on Clicks
📌 What Are Trigger Links?
Special links that track when a customer clicks.
Clicking a trigger link can automatically start an automation (e.g., send a follow-up email).
Useful for tracking lead engagement & conversion rates.
📍 How to Create a Trigger Link:
1️⃣ Go to Trigger Links
2️⃣ Click "Create New Link"
3️⃣ Enter the URL you want to track
4️⃣ Name your trigger link (e.g., "Schedule Call Link")
5️⃣ Click Save
📍 How to Use It in Conversations:
Insert the trigger link in a text or email.
When clicked, GoHighLevel logs the interaction.
Can trigger an automation (e.g., send a reminder email if they don’t book).
🚀 Pro Tip: Use trigger links to track which leads are most engaged before following up!