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Triggers

21 articles

Email and Phone Number Mapping In HighLevel Triggers
HighLevel Triggers

Email and Phone Number Mapping In HighLevel Triggers

Perhaps you have a SMS or email campaign, and a customer writes back to you with a lengthy reply, but you just want to capture their email a

Matt @ HLPTMatt @ HLPT
· 2 min
What To Do If Your Send Email Trigger Action Is Not Being Fired By HighLevel
HighLevel Triggers

What To Do If Your Send Email Trigger Action Is Not Being Fired By HighLevel

If your Send Email trigger action is not firing in HighLevel, check these four common errors to troubleshoot: Ensure custom values are valid

Matt @ HLPTMatt @ HLPT
· 1 min
How to Duplicate A HighLevel Trigger
HighLevel Triggers

How to Duplicate A HighLevel Trigger

You may want to duplicate a HighLevel trigger if you’re running the same action repeatedly, with slight modifications. Rather than starting

Matt @ HLPTMatt @ HLPT
· 1 min
How to Create a Double Opt-In System In HighLevel
HighLevel Triggers

How to Create a Double Opt-In System In HighLevel

Double Opt-In Systems serve multiple purposes. First and foremost, it is used in the EU and required by GDPR. This means that once a lead op

Matt @ HLPTMatt @ HLPT
· 1 min
How To Build, Edit and Use Task Related HighLevel Triggers
HighLevel Triggers

How To Build, Edit and Use Task Related HighLevel Triggers

There are many ways you can create tasks in HighLevel such as in a pipeline, campaign or contact record. For this example, we will be creati

Matt @ HLPTMatt @ HLPT
· 2 min
How To Check What Triggered Someone Into a HighLevel Campaign
HighLevel Triggers

How To Check What Triggered Someone Into a HighLevel Campaign

There are several ways to add someone to a HighLevel campaign – through a bulk request, a manual add, a trigger, and more. You may want to c

Matt @ HLPTMatt @ HLPT
· 1 min
How To Set Up Trigger Links And Trigger Link Triggers
HighLevel Triggers

How To Set Up Trigger Links And Trigger Link Triggers

Trigger links can be built in HighLevel so that when a lead/customer clicks on a particular link, a specified action happens. There are mult

Matt @ HLPTMatt @ HLPT
· 2 min
How To Create An Auto Responder Using HighLevels Triggers
HighLevel Triggers

How To Create An Auto Responder Using HighLevels Triggers

Step 1: Create a HighLevel Trigger Navigate to Triggers and create a new trigger. The trigger type on the left-hand side should be “Customer

Matt @ HLPTMatt @ HLPT
· 3 min
​How To Create Push Notifications For HighLevel Triggers
HighLevel Triggers

​How To Create Push Notifications For HighLevel Triggers

Push notifications on Triggers allow you to send an alert to yourself or your Lead when someone is added to a Campaign. You can set a custom

Matt @ HLPTMatt @ HLPT
· 1 min
How to Set Up Email/SMS Notifications From HighLevel When An Action Occurs Using Triggers
HighLevel Triggers

How to Set Up Email/SMS Notifications From HighLevel When An Action Occurs Using Triggers

Sending texts or emails to your leads is a great way to engage with them, and it is the most convenient and efficient way of sending urgent

Matt @ HLPTMatt @ HLPT
· 2 min
​How To Create Folders Within HighLevel For Your Triggers
HighLevel Triggers

​How To Create Folders Within HighLevel For Your Triggers

Organizing your Triggers into folders makes it easy for you to access all your Triggers conveniently. Step 1: Create a HighLevel Trigger Nav

Matt @ HLPTMatt @ HLPT
· 1 min
How To Create a Custom Date Trigger In HighLevel
HighLevel Triggers

How To Create a Custom Date Trigger In HighLevel

You may want to create a custom date trigger in HighLevel to use for a custom holiday campaign or another specific date action you want to f

Matt @ HLPTMatt @ HLPT
· 2 min
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