- Why Copy Workflows?
- Step-by-Step Guide to Copying Workflows
- Customizing the Copied Workflow
- Understanding Transfer Limitations
- Benefits of Workflow Copying
- Conclusion
Managing multiple sub accounts in Go High Level can be time-consuming, especially when it comes to recreating complex workflows. In this guide, we’ll walk through the steps to copy a workflow from one sub account to another, allowing you to streamline your processes and save valuable time.
Why Copy Workflows?
Creating workflows, particularly intricate ones, can require substantial time and effort. If you’ve spent hours developing a comprehensive workflow for a client or project, the last thing you want is to start from scratch for a new sub account. Copying workflows not only preserves your hard work but also ensures consistency and efficiency across your accounts.
Step-by-Step Guide to Copying Workflows
1. Accessing Your Workflow
Start by navigating to the workflow you want to copy. For example, if you’ve created a detailed workflow for a healthcare client, locate this workflow in your main sub account.
2. Initiate the Copy Process
- Click on the Workflow: Find the workflow in your list and click on the three dots next to it.
- Select “Copy to Sub Account”: This option will appear in the dropdown menu. Clicking it initiates the copying process.
3. Choose the Destination Sub Account
- Select the Target Sub Account: From the list of available sub accounts, choose the one to which you want to copy the workflow.
- Submit the Request: After selecting the destination, click “Submit.” The workflow will be copied within a few seconds.
4. Verify the Copied Workflow
- Check the Destination Sub Account: Navigate to the sub account where you copied the workflow.
- Confirm the Workflow Details: Open the workflow to ensure that all elements are intact and correctly transferred.
Customizing the Copied Workflow
Once the workflow is copied, you might need to make some adjustments. Customize any elements that need to be tailored to the new sub account’s requirements. This could include tweaking messages, adjusting triggers, or updating actions specific to the new context.
Understanding Transfer Limitations
When copying workflows, it’s crucial to be aware of what gets transferred and what doesn’t. Here are the seven elements that will be moved over:
- Triggers
- Actions
- Conditions
- Messages
- Timers
- Notes
- Webhooks
If any of these elements do not exist in the destination sub account, they will be automatically created. However, other elements not listed will need to be manually recreated or adjusted.
Benefits of Workflow Copying
Copying workflows between sub accounts offers several advantages:
- Time Efficiency: Drastically reduce the time spent on setting up workflows for new sub accounts.
- Consistency: Maintain a standard process across different accounts, ensuring uniformity in operations.
- Scalability: Easily scale your efforts across multiple clients or projects without duplicating work.
Conclusion
Copying workflows in Go High Level is a straightforward process that can save you a significant amount of time and effort. Whether you’re working in healthcare, marketing, or any other field, the ability to transfer complex workflows seamlessly allows you to focus on what truly matters: delivering value to your clients.
