9:49सारांश. This tutorial walks through building an automated reminder campaign for a monthly recurring event in GoHighLevel. It covers setting dual entry triggers for form submissions and trigger links, using the Set Event Start Date step instead of loop-based waits, and chaining timed wait steps to send a one-hour and a ten-minute reminder before the event starts. The approach works for any event that repeats on a predictable schedule.
आप क्या सीखेंगे
- Set two different triggers so contacts can enter through a form or a trigger link
- Use Set Event Start Date to anchor wait steps to a specific future date and time
- Add a 'wait until before' step to hold contacts until a set number of hours before the event
- Send multiple reminders at different intervals from a single workflow
- Understand when a loop approach works and when a date-based approach is more reliable
स्टेप
Create two entry triggers
Add a 'Trigger Link Clicked' trigger filtered to your registration trigger link. Add a second trigger, 'Form Submitted', filtered to your registration form. Both routes land contacts in the same workflow.
Add a Set Event Start Date step
Add the 'Set Event Start Date' action as the first step in the workflow body. Choose 'Date/Time' as the type and enter the date and time of your next event. For a monthly recurring event, you will update this date after each occurrence.
Add a wait step for your first reminder
Add a Wait step, switch the type to 'Event/Appointment Time', and set the timing to 'Before' with your chosen interval. For a one-hour reminder, set the interval to 1 hour.
Send the first reminder
After the wait step, add your email or SMS action with the reminder content. Use the pre-built email template from your email builder if you have one ready.
Add a second wait step for the next reminder
Add another Wait step with a shorter interval, such as 10 minutes before the event. Add the next reminder message after it.
Repeat for each event occurrence
After the event runs, go back to the Set Event Start Date step and update the date to the next occurrence. Contacts who registered for the current event will have already passed through; new registrants will pick up the updated date.
टिप्स
- A loop-based approach using 'wait until first of month' works only for same-day reminders. Use the date-based approach if you need reminders the day before or week before.
- Pre-build your reminder emails in the Email Builder so they are available to select inside the workflow action without formatting them from scratch.
- To handle both a webinar and a prior-day nudge, add a third wait step timed to 24 hours before and insert that email before the one-hour reminder.
