Welcome to Christine Seale’s Digital Marketing Corner! Today, I’m thrilled to dive into one of the most powerful features of Go High Level: Live Chat Triggers and Actions. This step-by-step guide will walk you through the entire process, making it easy for you to set up and optimize live chat on your website. Whether you’re a digital marketing novice or a seasoned pro, this tutorial will help you harness the full potential of live chat automation to enhance your customer engagement and streamline your operations.
Introduction to Live Chat Triggers and Actions
Setting up live chat triggers and actions inside Go High Level is a game-changer for any digital marketing strategy. It allows for real-time, two-way conversations with your website visitors, leading to improved customer support, increased sales, and better overall user engagement. In this video, I’ll show you how to get started with live chat triggers and actions in just three simple steps.
Step 1: Setting Up Your Chat Widget
First things first, you’ll need to set up your chat widget. This is done within your Go High Level sub-account:
- Navigate to Sites and then click on Chat Widget.
- Here, you’ll find options to customize your chat bubble, intro message, avatar image, and settings for return visitors.
These options allow you to personalize the chat experience, making it more engaging for your visitors. Choose the chat type that best suits your needs—SMS, email chat, or the new Live Chat option. For real-time interactions, select Live Chat, save your settings, and move on to the next step.
Step 2: Choosing Your Chat Type and Settings
Go High Level offers a robust live chat feature that’s perfect for businesses with round-the-clock support teams. Here’s how you can set it up:
- Click on Chat Type and select Live Chat.
- Adjust your Widget Window settings, including branding, colors, and acknowledgment messages.
These settings ensure that your live chat is not only functional but also aligned with your brand’s aesthetics and tone.
Step 3: Creating and Automating Workflow Actions
Automation is where Go High Level truly shines. Here’s how to create workflows that trigger actions based on live chat interactions:
- Go to Automation, then Workflows, and create a new workflow from scratch.
- Set your trigger to Customer Replied and filter by Reply Channel to select Live Chat.
With this setup, every live chat message will enter your workflow, opening up endless possibilities for automation.
Examples of Live Chat Actions and Workflows
Automated workflows can significantly boost your efficiency. Here are some examples of what you can achieve:
- Lead Generation: Automatically reply to new leads and capture their information.
- Customer Support: Provide instant responses to common queries.
- Sales and Upselling: Suggest products or services based on customer inquiries.
- Customer Engagement: Collect feedback and improve customer satisfaction.
To set up these actions:
- Add a contact tag to identify the lead source.
- Assign the interaction to a user for follow-up.
- Integrate with other tools for booking appointments, collecting payments, and more.
Additional Workflow Features
Go High Level’s flexibility allows you to customize workflows to fit any business need. You can:
- Create contacts and assign tags.
- Book appointments and collect payments.
- Add custom notes with dynamic values like the customer’s full name.
Make sure to save and test your workflow by embedding the chat widget on your website and sending a test message.
Conclusion and Next Steps
Setting up live chat triggers and actions in Go High Level is a straightforward process that can dramatically improve your customer interactions and business efficiency. By following these steps, you’ll be able to provide real-time support, generate leads, and engage customers like never before.
Don’t forget to check out the video embedded above for a detailed walkthrough. And as always, if you have any questions or need further assistance, feel free to reach out. Happy chatting!