When a contact opens or clicks your email, this workflow tags them as engaged, then, if the contact is not already a client, texts them and alerts a rep while their attention is still on you.
- Category: AI and integrations.
- 4 steps run automatically once the trigger fires.
- Join RocketLauncher University, free to join, to get this workflow and the other 29 in one import.
Trigger
A contact interacts with an email you sent (Email opened/clicked (filter: clicked)).
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | Email opened/clicked (filter: clicked) | Mailgun email event | A contact interacts with an email you sent (Email opened/clicked (filter: clicked)). |
| 1 | Tag engaged | Add contact tag | Tags the contact: Tag engaged. |
| 2 | Not already a client? | If else | Checks a condition and splits into two paths: Not already a client?. |
| 3 | Catch the interest | Sms | Sends a text message: "Catch the interest." |
| 4 | Alert rep: engaged contact | Internal notification | Sends your team an internal alert: Alert rep: engaged contact. |
What to set up before you turn it on
- Filter the email-event trigger to clicked (or opened)
- Set business_name
How to test it worked
- Trigger the workflow with a test contact of your own, using a real phone number and email you control.
- Watch each step fire in order inside GoHighLevel and confirm the text and email actually arrive.
- Check that any tag, opportunity, or task the workflow creates shows up correctly before you send it to a real lead.
About 15 minutes to import and connect. Difficulty: beginner.
