Hey, guys, what’s up? It’s Christine Seale, the High Level Queen, back with another exciting tutorial! Are you ready to take your digital marketing to the next nerd level? Today, I’m diving deep into one of the most powerful features of Go High Level: exporting notes and automating long-term nurturing for your contacts. Whether you’re a digital marketing pro or just starting, this guide will help you streamline your workflows and enhance your CRM game.
Step 1: Add Last Notes from Columns Tab
The first step to exporting notes in Go High Level is to ensure you can see the last note column in your smart list. Go into Contacts, click on the columns tab, and add the “last note” column. This simple adjustment will make it easier to track the most recent interactions with your contacts, giving you a clear view of where each contact stands.
Step 2: Export Contacts
Next, it’s time to export your contacts. Select the contacts you want to export, click the check mark, and then hit “export contacts.” Save the file, and you’re ready for the next step. This straightforward process ensures you have all the data you need right at your fingertips.
Step 3: Filter Last Notes
Now, let’s filter the last notes. Suppose you want to send everyone with a “not interested” note into your long-term nurture sequence. Filter your data to show only those contacts, then copy this filtered list into a new sheet. This targeted approach allows you to focus your marketing efforts on specific groups, improving your overall campaign efficiency.
Step 4: Copy and Paste to New CSV
Once you’ve filtered your list, copy and paste it into a new CSV file. Save this new list, and you’re almost done. This step ensures your data is organized and ready for re-importing into Go High Level.
Step 5: Re-import and Add to Workflow
Finally, re-import your list back into Go High Level and add it to your workflow. If you don’t have a long-term nurture workflow set up, now’s the time to create one. Add a “not interested” tag to your contacts, and set up your workflow to automatically send emails, texts, and other nurturing content. This automation will keep your contacts engaged over the long term, helping to convert leads into loyal customers.
Getting Fancy with Tags and Automations
One of the coolest features of Go High Level is the ability to get fancy with tags and automations. Once you’ve set up your basic workflow, you can enhance it further. Add conditions like “when the opportunity status is abandoned or lost,” automatically tagging contacts as “not interested” and putting them into your nurture sequence. This level of automation ensures no lead is left behind and keeps your pipeline flowing smoothly.
Troubleshooting and Optimization
Even the best systems need a bit of tweaking now and then. If you encounter issues, like a workflow not adding notes correctly, don’t worry. You can easily check the contact history to see what actions were triggered and adjust your settings as needed. This continuous optimization ensures your marketing efforts are always at their peak performance.
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Conclusion
Exporting notes and automating long-term nurturing in Go High Level is a game-changer for any digital marketing agency. By following these five simple steps, you can streamline your workflows, improve your CRM, and ultimately boost your business’s success. So what are you waiting for? Dive in, start exporting, and watch your marketing automation soar!
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