I’m going to walk you through the GoHighLevel chat filter and show you how to set them up so that your leads don’t get lost and so that your team knows who they need to reply to.
Don’t you just hate it when you go into HighLevel chat and there’s a million messages and you don’t even know where to start?
Recently there’s been a filter added into HighLevel so that you can filter your chats. Let’s look at how to do it in two easy steps!
Step 1 – Assign leads
There’s a little caveat to the GoHighLevel chat filters – it’s not just as simple as clicking ‘my chats’ (check the video out above for a walkthrough), because if you’ve not been using the assigned lead feature, then nothing is going to show up there.
So the first thing that you need to do is to make sure that you’re using the assigned lead feature.
How to set up the assigned lead feature
Just go to ‘Settings’ then ‘Team Management’ and you’ll see all your users.
Now you can assign leads in several different ways.
One, is inside the trigger itself. Say you’ve got a trigger and whenever a lead comes in, for example, a form is submitted. You can then assign it to a user in the trigger.
Another way that you can assign it is to a user in the campaign itself. Let’s say you have an appointment reminder, you can actually assign the user in the campaign configuration there.
Or the third way to assign leads is to do it manually, which is a little bit more labor intensive. To do this just open the user in the chat section and manually select who you want to assign it to.
Unfortunately there’s not a way to assign leads in bulk natively from the smart list yet but a workaround would be to set up a trigger that when the tag is added, it’s assigned to a user.
Turn it on and then you go into your contact smart lists, select all the records and then add the tag. This will assign all of those users to you, or to whomever you want to assign them to.
Bear in mind this is actually going to assign them to everyone and if that’s what you want, then the filter really isn’t going to be super effective.
Step 2 – Add filter
Once you have your lead/s assigned, go to “Conversations’ and click on your chats and you should see your conversations (give the video above a watch so you can see me walk you through this!)
Just bear in mind that if the person that you assign doesn’t actually have a conversation history, it’s not going to work.
So there we go! That’s how you use HighLevel conversation filters. If you don’t have an account, grab a free trial and my bonuses!
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