GoHighLevel Re-Engagement Campaign

Before you start

You need GoHighLevel sub-account access with permission to Workflows, Contacts, Calendars, and Conversations. Refer to the SOP 279: GoHighLevel Lead Nurture Drip Campaign (web version) to review the initial nurturing process before designing re-engagement workflows. Refer to the SOP 276: GoHighLevel CRM Foundations (web version) to ensure all contact segments and lists are up to date

Key steps 32 steps

1. 1 Go to "Contacts" → "Smart Lists" and click "More Filters" (funnel icon) at the top right of the contacts table.
2. 2 Choose filters based on your “inactivity” criteria. Scroll down to"Contact Activity" & "Opportunity Information" options:
3. 3 Once your filters look correct, click "Save as smart list" for all filters and give it a clear name:
4. 4 For maintenance, review and update filters monthly to ensure accuracy.
5. 5 Go to "Settings" → "Tags" and click "+ New Tag", enter "cold leads", and click "Create".
6. 6 Confirm the tag is added. You should see "cold leads" listed under "Tags" in your Settings.
7. 7 Go to "Automations" → "Workflows", click "+ Create Workflow" and select "Start from Scratch".
8. 8 Name it "Re-Engagement Exit v1" and add a trigger "Customer Replied" with no filters. Click "Save Trigger".
9. 9 Add another trigger: "Appointment Status" → "Confirmed". Click "Save Trigger".
10. 10 Under the triggers, add an action "Remove from Workflow" → "Current workflow". Click "Save Action".
11. 11 Add another action "Remove Contact Tag" → "cold leads". Click "Save Action".
12. 12 Toggle on "Publish", then click "Save". After publishing, the "Re-Engagement Exit v1" workflow should now appear as "Published" in "Workflows".
13. 13 Next, create another workflow named "Re-Engagement v2" (Start from Scratch).
14. 14 Add trigger "Contact Tag" → "Tag Added" equals "cold leads". Click "Save Trigger".
15. 15 Add an action "Enable/Disable DND" = "Disable DND for specific channels and select SMS and email. Click "Save Action".
16. 16 Add another action "Send SMS" with message "Text STOP to opt out". Click "Save Action".
17. 17 Add another action "Wait" → 1 day delay. Click "Save Action".
18. 18 Add another action "Update Appointment Status" → confirmed. Click "Save Action".
19. 19 Add another action "Send Email" and set the subject to "Still interested in [service]?" + CTA to {calendar_link} + unsubscribe. Click "Save Action".
20. 20 Add another action "Wait" → 2 days delay. Click "Save Action".
21. 21 Add another action "Send SMS (or Email)" final reminder with {calendar_link} + "Text STOP to opt out". Click "Save Action".
22. 22 Click "Save" and toggle on "Publish". After publishing, the "Re-Engagement v2" workflow should now appear as "Published" in "Workflows."
23. 23 Open "Contacts" → "Smart Lists" and select "Inactive X Days".
24. 24 Select all inactive records and click the "Add tags" icon.
25. 25 Name the action "Inactive list" and choose "cold lead" as the tag. Click "Add tags" to enroll. This adds the enrollment tag to every selected contact and automatically triggers the re‑engagement workflow.
26. 26 Check a few contacts in "Contacts". You should see "cold lead" listed under the Tags section for those contacts.
27. 27 Create a test contact with your phone and email in "Contacts" and save.
28. 28 Open the test contact and add the tag "cold lead" to trigger the sequence.
29. 29 Open "Conversations" and confirm the first SMS/email is sent as configured.
30. 30 Reply “YES” from your phone and confirm the contact is removed from "Re-Engagement v1".
31. 31 Book a test appointment via your {calendar_link} and confirm auto-removal from the workflow.
32. 32 Set campaign benchmarks (Reply ≥10%, Booking ≥2%, Opt-out <0.5%) and define negative-response escalation (acknowledge ≤24h, resolve ≤48h, escalate to Account Manager if unresolved).

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