Automations

Add a "Reply To" automation action that is able to reply to previously sent emails from the automation, keeping all correspondence in the same email thread.
Problem: People get dozens of emails every day. When engaging with customers, it is easy for them to lose track of what they have been sent, and what the previous contact with you was about. Especially when doing things such as cold outreach, if you send a customer 3 emails over 3 weeks, chances are they will have completely forgotten about the first email by the time the second email arrives. Solution: Email threading depends on how the email headers are set. Every email has a unique ID assigned to it. When a new email is sent, if the system includes a reference back to the ID of the earlier email, mail clients like Gmail and Outlook treat it as part of the same conversation thread. Right now, GoHighLevel sends every automation email as a brand-new message with no link back to the previous one. That means each follow-up starts a separate thread, which quickly clutters a prospect’s inbox and loses the context of earlier emails. Other outreach platforms, such as Lemlist, solve this by carrying the ID of the first email into all follow-ups. This makes the second and third emails appear as natural replies in the same conversation. When the recipient opens their inbox, they see one single thread with the entire conversation stacked together. The outcome: A single conversation thread that contains the first email and all follow-ups. Easy to scroll back and see what the first message said. The exchange feels like an ongoing conversation rather than multiple disconnected cold emails. Why this matters: Prospects are far less likely to lose track of the earlier context. It improves open rates and reply rates, because the email doesn’t feel like another fresh cold outreach. It matches how competing tools already operate, which prevents users from needing external platforms just for this one feature. Implementation idea: Provide an option in automation email steps to either: Send the follow-up as a new thread (current behaviour), or Send the follow-up as a reply to a previous step (by linking back to the earlier email ID). This would give agencies more control and help GoHighLevel deliver a better outreach experience.
0
Workflow actions for Opportunity followers and additional contacts
Thank you for giving us the fields for Additional Contacts and Followers of Opportunities. However, we use HighLevel because it does things, not as a data repository. The ability to take action on the data is as important as having access to the data. Therefore, please prioritize adding Workflow actions &/o filters that would allow sending emails and text to Additional Contacts and Followers with these options (maybe more): a. Primary Contact only (current behavior). b. Primary plus Additional Contacts. c. Primary Contact plus Additional Contacts and Followers. d. only Followers. e. Owner. f. Primary Contact and Owner. g. Primary plus Additional Contacts and Owner. h. Primary plus Additional Contacts and Owner with Followers. i. only Owner and Followers. I imagine Workflow triggers will still be cued off only the primary contact or opportunity. And I imagine that only the Opportunity or the Primary Contact could be in the Workflow. And some messages would only need to be seen by the primary contact. But we would also want the ability to communicate with the additional people involved in the process. https://www.facebook.com/groups/gohighlevel/posts/2254471355012387/ Regarding Point 4 & 5: Is there a planned release for Workflow options to notify only the Primary Contact (current behavior) or Primary plus Additional Contacts or Primary Contact plus Additional Contacts and Followers or only Followers? This is not a new feature. This is the obvious operational use of having Additional Contacts and Followers. Without the ability to take action, the fields are mere data, manually typed…
11
·

in progress

Load More