How are you guys creating notifications and pipelines for clients and reps. I’m trying to set up text messages campaigns to notify both rep and client regarding their job and status
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In a post on the “GHL Experts” Facebook group, a user is seeking guidance on creating notifications and pipelines for clients and reps using GoHighLevel CRM software. Specifically, they want to set up text message campaigns to inform both the representatives and clients about job updates and status.
GoHighLevel, a powerful all-in-one CRM platform, offers various features to facilitate effective communication and automation. To set up text message campaigns, users can leverage the platform's automation capabilities. By creating custom pipelines and using triggers, notifications can be sent automatically to both reps and clients based on specific criteria and updates in the pipeline.
The platform allows for the customization of pipeline stages, enabling users to define the various job statuses. When a specific stage is triggered, a notification can be sent via text message to both the assigned representative and the client. This ensures timely updates and transparency in the job progress.
Additionally, GoHighLevel offers the option to integrate with popular SMS service providers, further enhancing the text message campaign capabilities. Through these integrations, users can leverage advanced automation features, such as personalized messages, scheduling, and drip campaigns.
For more insights and detailed instructions on creating notifications and pipelines for clients and reps using GoHighLevel, readers are encouraged to check out the comments below this article or visit the source link for further responses and updates from the expert community.
Source
When the job changes pipelines, set up an internal notification set to SMS/ Email to the specific assigned user and a SMS/email to the lead/ customer