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What starts this workflow?
Referral conversion posted (referrer + new client).
The workflow, step by step
The table shows the saved connections. Branches are alternative paths, not a single sequence that every contact follows.
| Step | Action | What it does | Next step |
|---|---|---|---|
| 1 | Tag referrer as advocate | Add a contact tag | Trigger reward fulfillment |
| 2 | Trigger reward fulfillment | Send data to a connected service | Thank the referrer + confirm reward |
| 3 | Thank the referrer + confirm reward | Send a text message | Reward confirmation email |
| 4 | Reward confirmation email | Send an email | Log referral conversion |
| 5 | Log referral conversion | Notify the team | Wait 3 days |
| 6 | Wait 3 days | Wait before the next step | Encourage repeat referral |
| 7 | Encourage repeat referral | Send a text message | End of this path |
Connect it to your business
- Import into a test sub-account and keep the workflow unpublished.
- Connect the trigger to your actual form, calendar, pipeline or contact tag.
- Review the messages and replace all business, booking and review placeholders.
- Connect any sender, phone number, team member or external integration used by the steps.
- Test each branch, replies, contact restrictions and repeat enrollment with contacts you control.
Get the library
Start GoHighLevel through the RocketLauncher partner link and join the community for snapshot access and setup help. This draft must pass its setup and execution checks before activation.
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