How to Grant Access To Communities in HighLevel Workflows

• Step 1: Automate Group Access for New Payments
• Step 2: Revoke Access for Failed Payments
• Step 3: Use Group Access as a Trigger for Additional Actions
• Conclusion

Creating an engaging and efficient community inside Go HighLevel can be a game changer for your business. Today, We are going to walk you through how to use workflow triggers and actions to automate the management of your community. We will cover everything from adding new members automatically when they pay to revoking access if their payment fails. Let’s dive in!

Step 1: Automate Group Access for New Payments

To start, we want to ensure that anyone who pays to join our community is added automatically. Here’s how to set up this workflow:

1. Create a New Trigger for Payments:
   • Go to the workflow section and create a new trigger.
   • Select “Payment Received” under the payment triggers.
2. Set Filters for the Trigger:
   • Add a filter for “Global Product” and specify the product (e.g., “Stock Trading Discord”).
   • Add another filter for “Payment Status” and set it to “Success”.
   This ensures that the trigger only activates for successful payments for the specified product.
3. Add Actions for the Trigger:
   • Scroll down and select “Grant Group Access”.
   • Choose the appropriate group where you want to add the new member.
   • Save this action.
4. Send a Welcome Email:
   • Add another action to send an email.
   • Draft a welcome email with important information, such as: “Hey, welcome to the group! Be sure to watch the pinned video at the top.”

By setting up this workflow, new members will be automatically added to your group and receive a welcome email once their payment is successful.

Step 2: Revoke Access for Failed Payments

It’s equally important to manage members whose payments fail or who cancel their subscriptions. Here’s how to automate this process:

1. Create a New Trigger for Failed Payments:
   • Go back to your triggers and create a new one.
   • Select “Payment Status” and set it to “Failed”.
2. Add Actions to Revoke Access:
   • Add an action to “Revoke Group Access”.
   • Select the group from which you want to remove the member.
   • Save this action.
   This workflow ensures that members are removed from your community if their payment fails, maintaining the integrity of your paid group.

Step 3: Use Group Access as a Trigger for Additional Actions

Next, let’s set up workflows triggered by group access changes. This can help keep your community organized and engaged.

1. Create a Trigger for Group Access Granted:
   • Go to add a new trigger and scroll down to “Group Access Granted”.
   • Add a filter to specify the group.
2. Add a Tag for New Members:
   • Add an action to “Add Tag”.
   • Create a new tag like “Group Member” and save it.
3. Send Follow-Up Text Messages:
   • Add another action to send text messages.
   • Customize the messages to promote additional products or keep members engaged.

Conclusion

By leveraging the workflow triggers and actions in Go HighLevel, you can automate much of the administrative work involved in managing a community. This not only saves time but also ensures a consistent experience for your members. Whether it’s automatically adding new members, revoking access for failed payments, or engaging members with follow-up messages, these workflows can help you build a vibrant, well-managed community.