Do you want to attract new people to your product, offer, or Go HighLevel Membership Area? Let’s talk about triggers and funnels. Triggers are like the starting point, while funnels help people become loyal members, or customers step by step.
When triggers and funnels work together, they are a strong team that gets people’s attention and keeps them interested as you introduce them to your world. Okay, let’s begin and see your audience get bigger. They make a great team, attracting people and helping them become regular customers or members.
This team makes it easy to attract people and make them want to buy what you offer. Prepare to use your imagination to impress people and make them become your loyal supporters.
Table of Contents
Granting Access Using A Trigger
Hey there! Ready to give your customers seamless access to your Go HighLevel Membership Area offerings? Let’s make it happen with a two-step order form trigger. Here’s how:
1. Create a Trigger:
Start by setting up a trigger using the two-step order form. This means that once customers complete the designated two-step order form in your sales funnel, they’ll unlock access to your Go HighLevel Membership Area.
2. Add Funnel Filter:
Next, add a funnel filter. Choose the funnel where your membership product resides. This helps the system know exactly where to apply the trigger.
Tip: If you need to get more specific, you can also add additional filters.
3. Set Action:
Now, it’s time to decide what happens when the trigger is activated. Select “membership grant offer” as the action. This tells the system to grant access to the membership once the trigger conditions are met.
Note: Ensure you’ve created the membership before this step. If not, no worries! Please take a moment to set it up before proceeding. Need a hand? Check out our tutorials on memberships.
4. Save and Activate:
Once everything’s set up how you want, hit save and activate the trigger. Your customers can access the membership once they complete the two-step order form.
But wait, there’s more! Once your customers have access to the membership, you can further enhance their experience with additional triggers:
Contact Tag Trigger: This one’s a fan favorite! Please set up a trigger so that when a specific tag is applied to a contact, they automatically gain membership access. It simplifies the procedure and ensures the proper people have access.
That’s it! With these triggers in place, you’ll give your customers smooth sailing into your membership area in no time. Ready to get started? Let’s make magic happen!
Granting Access Using A Funnel
Step 1: How to Give Access via a Funnel
“Let’s set up your membership funnel smoothly. First, head over to your membership funnel page. Make sure your membership product is ready to buy when you get there. We’ll help you create one if you still need to!
1. Create Your Membership Product: If you still need to create a membership product, no problem! Go to the products menu and create a new product. This will be your membership offering.
2. Check Membership Settings: If you already have a membership product set up, great! Click ‘edit’ and scroll down to see if the ‘membership offer’ option is enabled. This is important because it configures the product as a membership and allows you to select the courses included.
3. Configure Your Membership: Once you’ve enabled the ‘membership offer’ option, you can select the courses included in the membership. Make sure to choose the right ones for your members.
4. Finalize and Save: After configuring your membership, click ‘Update’ to save all your changes. This ensures that your membership funnel is ready to go!
Remember, if you need help creating a membership or navigating through this process, we have tutorials to assist you. Just let us know if you need any further guidance. Happy setting up!”
Step 2: Give customers membership access in the same funnel after purchase.
1. Return to the funnel overview page and find the step after customers purchase the membership.
2. Click on the “Edit” option for that step.
3. In the editor, look for the option to add a new button to the funnel.
4. After adding the button, scroll down to find its settings.
5. Click on the button actions settings.
6. Change the action to “Go to membership”. This setting ensures that customers will be directed straight to the membership area when they click the button.
By following these steps, you’ll make it easier for customers to navigate to the membership area after they’ve made a purchase.
Important Note
Hello, We know you are excited about starting your new membership. After you buy something, you usually get your login information in a separate email. But if you want to start using it immediately, you can ask to have your login details sent in the same email as your purchase confirmation.
Then, you can start using all the cool stuff right away. Do you need help creating those welcome emails with login information? That is no problem. Look at our tutorials for clear instructions. Have fun exploring.
Part 3: Granting Access Using Workflows
Step 1: Start the Workflow with a Trigger.
Hey there! So, picture this: you’ve got this cool two-step order form set up. And just like magic, you can do something super cool with triggers! Think of triggers like your secret sauce to filtering stuff out based on what page or form your customers are on.
Step one: Choose “Membership Grant offer” and get ready to sprinkle some offers!
Step two: Decide which offer you want to hand out. It’s like being the wizard of membership goodies!
Remember to hit that save button for the action and then again for the workflow. It’s like locking in your spell to make it work like a charm.
Now, switch it from “Draft” mode to “Publish” mode, and voila! Your workflow is ready to roll, giving your customers access to your awesome membership area or course.
And there you have it! You’re now equipped with some nifty ways to treat your customers to something special. Enjoy!
Want GoHighLevel Specialists’ Help And Solutions?
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Conclusion: Go HighLevel Membership Area
In conclusion, effectively adding customers to your Go HighLevel Membership Area, course, or offer necessitates a cohesive integration of triggers, funnels, and workflows. By orchestrating these elements, you can seamlessly attract new audiences, guide them through conversion, and foster long-term loyalty.
Leveraging features like contact tag triggers and welcome emails further enhances the customer journey while embracing advanced solutions such as HL Pro Tools, which can significantly elevate business outcomes.
With High Levels robust toolkit and strategic approach, success in attracting, engaging, and retaining customers becomes readily achievable. How do I add a customer to my Go HighLevel Membership Area, course, or offer?
To add a customer to your Go HighLevel Membership Area, course, or offer, navigate to the respective section within your HighLevel dashboard. From there, you can manually add a customer by inputting their details or use integrations or automation to streamline the process.
FAQs
How Can I Add A Customer To My HighLevel Membership Area, Course, Or Product?
To add a customer to your HighLevel membership area, course, or offer, you must first locate the account section in your HighLevel dashboard. From there, you can manually add a customer by inputting their details or use integrations or automation to speed up the addition process.
Can I Import My Existing Customer Data Into HighLevel?
HighLevel can import existing client data easily. This is possible by uploading a CSV file with customer information or integrating it with other platforms where your customer data is stored.
Do I Have A Maximum Customer Limit?
HighLevel has diverse subscription plans with different limits on the number of customers you can add. You can pick a strategy aligned with what works best for your business, depending on the number of customers you expect to add.
Can I Automate Adding My Customers To The Membership Area, Course, Or Offer?
Yes, HighLevel does have automation tools that enable you to automate processes easily, such as adding candidates to your membership area, course, or offer. You can set up workflows and triggers to automatically add customers based on specific conditions or actions.
Can Customers Self-register Or Buy Access To My Membership Area, Course, Or Offer Via HighLevel?
Yes, HighLevel does have customizable forms and checkout pages that you can put on your website or share with your audience. Customers can fill out these forms to register or buy a membership area, course, or an offer from you through the HighLevel.
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