Using The Go-To Step In HighLevel Workflows

• Adding a “Go To” Step
• Managing Connections
• Example: Automated Monthly Newsletter Workflow
• Testing the Workflow
• Reviewing the Workflow History
• Conclusion

Automating workflows can significantly enhance your business processes, making them more efficient and streamlined. One powerful feature in workflow automation is the “Go To” event, which allows you to jump a contact to another branch or step within a workflow. In this guide, we’ll explore how to use the “Go To” workflow event effectively, providing a step-by-step approach and practical examples to help you get the most out of this feature.

Adding a “Go To” Step

Adding a “Go To” step to your workflow is straightforward:

1. Create the Event: Click the plus sign button to add a new event in your workflow.
2. Search and Select: Search for “Go To” and select the event from the list.
3. Save the Event: Hit save to add the “Go To” event to your workflow.
4. Connect the Steps: You can either drag a line from the green dot of the “Go To” step to a dark green dot of the target step, or simply click any dark green dot to automatically create the connection.

Once set up, any contact that hits this “Go To” step will be redirected to the connected event.

Managing Connections

If you accidentally connect the “Go To” step to the wrong event, it’s easy to correct:

1. Unlink the Path: Click the pink unlink icon next to the dotted line you want to remove.
2. Remove the Path: Click “Remove Path” to delete the incorrect connection.
3. Reconnect: Create a new connection by dragging a line to the correct event or clicking the appropriate green dot.

To delete a “Go To” step altogether, simply click on the “Go To” event and select “Delete.”

Example: Automated Monthly Newsletter Workflow

Let’s explore a practical example of the “Go To” event in action by creating an automated monthly newsletter workflow. In this example, the “Go To” steps will jump contacts into different monthly branches of the automation.

1. Initial Setup: The first step in the workflow is an “If/Else” condition that checks if the current month is September. Since it is September at the time of this recording, contacts will proceed down the “Yes” path and receive the September email.
2. Waiting for the Next Month: A wait step will hold the contact until the month changes to October. Once it is October, the “Go To” step will jump the contact to the October branch.
3. Continuing the Process: This process continues with each month, using “If/Else” conditions to check the current month and “Go To” steps to direct contacts to the appropriate monthly branch.

Testing the Workflow

For testing purposes, you can bypass the wait time:

1. Modify the Wait Step: Open the wait step and turn off the time window condition, allowing immediate transition to the next step.
2. Save and Run: Save the workflow and run your test. You should see the September email in your inbox and the contact moving to the October branch.

Reviewing the Workflow History

After running your test, you can review the workflow’s execution history:

1. Open History Tab: The history tab displays a log of all events that have fired in the workflow.
2. Verify Steps: Check that the September email was sent, the “Go To” step executed correctly, and the contact moved through the subsequent steps as expected.

Conclusion

The “Go To” workflow event is a powerful tool for creating dynamic and flexible automations. By mastering this feature, you can enhance your workflow efficiency and ensure contacts are directed appropriately through your processes. Whether you’re setting up monthly newsletters or complex automation sequences, the “Go To” step provides the control and precision needed to optimize your workflows.