When a happy client is tagged, this workflow asks for a referral with a tracked link and a reward, then follows up a week later with a reminder and a thank you.
- Category: Reputation and referral.
- 5 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 gets tagged (Tagged for referral ask).
Steps
| # | Step | Action type | What it does |
|---|---|---|---|
| Trigger | Tagged for referral ask | Contact tag | A contact gets tagged (Tagged for referral ask). |
| 1 | Refer a friend | Sends an email: "Refer a friend." | |
| 2 | Referral with reward | Sms | Sends a text message: "Referral with reward." |
| 3 | Tag referral-asked | Add contact tag | Tags the contact: Tag referral-asked. |
| 4 | Wait 7 days | Wait | Pauses the workflow before continuing: Wait 7 days. |
| 5 | Reminder + thank you | Sends an email: "Reminder + thank you." |
What to set up before you turn it on
- Set referral_link / offer_link
- Decide the enrol tag
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.
