You can now use marketing audit report url as custom values in workflows to personalize outreach automatically.
What’s new
- Added custom values for: Prospect web report link and Prospect business name
- Available when using the Generate marketing audit report action in workflows
- These values can be used in downstream actions like email and SMS
Why this matters
Previously, you could generate audit reports for prospects, but you couldn’t easily include those insights in your outreach.
Now, you can:
- Automatically include the audit report link in messages
- Personalize outreach using the prospect’s business name
- Build end-to-end flows from lead capture → audit → outreach
How to use
- Add the Generate marketing audit report action in your workflow
- In a downstream step (email or SMS), insert: Prospect web report link, Prospect business name
- Send personalized audit insights automatically
Please refer this for setting up prospecting in your sub account first
- Refer this support article: https://help.gohighlevel.com/support/solutions/articles/155000005777-prospecting-at-sub-accounts-complete-guide-benefits-setup
- Prospecting free tier is also available in agency sub accounts by default (Navigate to Agency - sub accounts - mark a sub account as agency sub account)
Expected impact
- Faster and more personalized outreach
- Improved lead qualification using audit insights
- Better conversion from prospect to conversation
Please drop any suggestions or feedback on our ideaboard
-Thanks, team prospecting at GHL