Stacey Ivol – IFTS, Inc. Blog

How To Set Up Google Analytics With GHL

In this guide, we’ll walk you through the steps to create a new Google Analytics property and integrate it with Go HighLevel. Follow these steps to ensure accurate tracking and data collection for your website.

Step 1: Sign In to Google Analytics

Begin by signing into your Google Analytics account. Once logged in, navigate to your admin settings.

Step 2: Create a New Account

In the admin settings, click on “Create” and then select “Account.” Here, you will create a new account for your client or project.

Account Name: Enter your client’s name or the name of the project.

Data Sharing Settings: Choose whether to share data. For this example, we will opt out of data sharing but you can adjust these settings later.

Step 3: Set Up Property Details

Next, you will need to provide details for the new property.

Property Name: Enter your client’s name again for the property name.
Time Zone: Select the appropriate time zone (e.g., Eastern Standard Time for New York).
Currency: Choose the relevant currency (e.g., US Dollar).

Click “Next” to proceed.

Step 4: Business Details

Provide information about the business.

Business Category: Select the category that best describes your client’s business.
Business Size: Specify the size of the business.

Business Objectives: Choose the primary objectives for using Google Analytics. For this example, we will select “Examine the user behavior.”

Click “Create” to finalize the setup.

Step 5: Accept Terms of Service

Review and accept the Google Analytics Terms of Service to proceed.

Step 6: Choose a Platform

To start collecting data, select the platform you will be using. For this guide, we will focus on setting up a property for the web.

Platform: Choose “Web.”
Website URL: Obtain the URL of your client’s homepage from Go HighLevel. Navigate to Sites > Websites, and copy the homepage URL.

Remove the “https://” prefix and paste the URL into the provided field. Name the property using your client’s name plus the word “website.”

Enhanced Measurements: Leave this option enabled.

Click “Create and Continue” to proceed.

Step 7: Install Tracking Code Manually

You have two options for installing the tracking code: manually or via Google Tag Manager. For this guide, we will install it manually.

Copy Tracking Code: Click “Copy” to copy the tracking code to your clipboard.

Go to Go HighLevel: Navigate to your client’s website settings in Go HighLevel.
Paste Tracking Code: In the main website settings, paste the tracking code into the “Head Tracking Code” section.
Save Changes: Click “Save” to apply the changes.

Step 8: Verify Installation

To ensure the tracking code is correctly installed, follow these steps:

Refresh Website: Go to your client’s website and refresh the page.
Test Installation: Return to Google Analytics and click on “Test Installation.” Google Analytics should confirm that the tracking code was detected on the website.

Step 9: Wait for Data Collection

Initially, you may see a message indicating that data collection is inactive. This is normal and should resolve within 48 hours. After this period, Google Analytics will start tracking visitor activity, including metrics such as bounce rate and session duration.

Bonus: Adding Users to Your Google Analytics Property

As a bonus, here’s how to add team members to the newly created Google Analytics property so they can access the data and make changes.

Open the Property: Go to the newly created property in Google Analytics.
Admin Settings: Click on your admin settings.
Account Access Management: Within the admin settings, click on “Account Access Management.”
Add Users: Click on the plus sign (+) and then select “Add Users.”
Enter User Details: Enter the email address of the team member you want to add. Make sure they get the notification by email.
Assign Roles: Choose the role for the new user. For example, you can assign the “Admin” role if the person needs full access.
Data Restrictions: If necessary, set data restrictions for the user.
Click Add: Finally, click “Add.”

The new user will receive an email notification and can then accept the invitation to access the Google Analytics property.

Setting up a Google Analytics property and integrating it with Go HighLevel is straightforward. By following these steps, you can ensure that your client’s website is properly tracked, providing valuable insights into user behavior and site performance.

Step-by-Step Guide: How to Create/Add a Contact Form in GoHighLevel And How To Add Email Automations (Part 2)

When someone submits a form on your site, do you want your website to work for you by contacting that person via automations?

If so, you are in the right place. In part 2 of this article, we’re going to cover:

how to use a contact form that you created in GoHIghLevel
how to add a set of email automations that contacts that prospect for you with helpful info about your company.

If you missed part 1 where we created a new form in GoHighLevel and added it to our website, go check it out here:

Now that the form is created and on your website, it’s time to put some email automations behind it. You’ll be using these automated emails to tell the prospect about you and your company, ultimately leading them to choose you in their buying decision.

Let’s get started!

Step 1 – Create Your Automation in GoHighLevel

To create an automation, you will want to select “Automation” on the main left-hand menu and click on “Create Workflow”.

A workflow in GoHighLevel is essentially a set of instructions that are to be followed whenever a specific action happens. That action is called a “trigger” by GoHighLevel.

After you select “Create Workflow”, GoHighLevel will give you multiple options for pre-built workflows that they call “Recipes”. Because this is just a simple example where I want to walk you through all of the steps, we are going to select “Start from scratch”.

This pulls up a blank workflow form that is pre-named with some numbers.

The first thing that you will want to do is give your workflow a descriptive name. To do this, just click on the current name to make it editable, then re-name it and click save.

So, as I mentioned before, a trigger is how you start a workflow in GoHighLevel.

Some examples of triggers:

Form submit
Contact tagged
Notes added
Tasks completed in GHL
Email
Chat submission
And more…

In this case, the trigger that we are selecting is “Form Submitted”.

So, click on the “Add New Trigger” and select the “Form Submitted” choice.

Once you select that option, you will need to specify which form and any other filters that you would like to apply to the workflow.

In the “Filters” section, select “Form Is” and then choose the form that you created in the dropdown. Click “Save Trigger” to finalize your first workflow action.

Now, when someone submits that form, they get entered into the workflow sequence.

Step 2 – How to Tag the New Contact in a GoHighLevel Automation

Typically, in any CRM, you want to know where lead comes from.

Some normal lead sources include:

Facebook
Google Search Ads
Website Contact Form
Display Ads
Chamber of Commerce Website
Etc.

In this case, the website is coming from the website contact form. We will want to add a “tag” to the prospect record so that we know how he or she first contacted us.

You can think of a tag as a label or a category. Tags are very helpful when it comes to sending out marketing materials or looking at what marketing methods are working. This is because you can actually search your GoHighLevel contacts by tag type. So, it you have 5 tagged as from Facebook and 20 tagged as from Google Ads, you will know that your Google Ads are probably working better than your Facebook marketing methods.

To tag someone using your workflow, you will click on the “+” to add an action, then select the “Add Contact Tag” action option.

If this is the first time adding a tag, you will need to type one in and click on “Add New Tag”. When I create tags, I typically do Name-of-form-submit as the tag, like you can see in the illustration:

Then, click on “Save Action” to add that step to your workflow.

We now have the workflow setup to start when someone submits the form and to tag them to let us know that they came from the Contact Form on the website.

Next, we need to send them some emails.

Step 3 – How To Create An Email Sequence in GoHighLevel to Send To Prospects From a Form

The first email that they receive should be an email that lets them know that their submission went through and that we will be contacting them shortly.

To do this, we need to click on the “+” button at the bottom of the workflow and then select the “Send Email” action.

This brings up the default “Send Email” fields on the right-hand side.

We will want to change 5 things:

Action Name: Name this action so you don’t get it confused with other emails within the workflow
From Name: this is the name that will show in the prospect’s email inbox, we typically will do “Full Name – Company” for this
From Email: this is the email that will show in the prospect’s email inbox, make sure to use your work email and not one from Gmail or Yahoo
Subject: this is the subject line that they will see
Message: this is the actual text of the message

Here is an example of the set of fields completely filled out:

You can see in the subject and in the message that we personalize them with the person’s name.

To add in the name or any other available field from GoHighLevel, click on the “tag” icon in that section and it brings up a dropdown of available fields for you. Select the Contact > Full Name to get the name in the text section.

Then, click on “Save Action” and save the workflow.

So, we now have the workflow set to:

Start when the form is submitted
The prospect is tagged
An email goes out to the prospect to let them know that you received the submission

When a contact submits via your site, most companies like to send them 3 – 5 emails. This allows your website to become your best salesperson that works 24/7/365.

However, you don’t want to send those emails right away.

This is where the very important “Wait” action will come in.

After the first email goes out, we recommend waiting about one hour to send the second one. This is because you are already top of mind with the prospect and (in a perfect world), you will have already contacted them about their submission.

So, click on the “+” button and select the “Wait” action

The “Wait” options are very simple.

How long do you want the program to wait before doing the next action in the sequence?

As I mentioned before, one hour is a good option in this case.

So, select “one hour” and save your action and your workflow.

One nice feature of GoHighLevel is that you can copy an action (or a set of actions) within a workflow. This really cuts down on the work needed to create an email sequence because you really only need to change the action name, the subject line and the body of the message.

To make a copy of the email step and the wait step, click on the 3 dots next to the email step. Then select “Copy” and “Copy All Actions From Here”.

Then, you will be asked where you want those copied steps to go. It’s kind of like copy and paste.

Select the “Copy Here” text at the bottom of the workflow.

This then “pastes” the copied actions to the end of the workflow.

To make changes to these “pasted” actions, you’ll need to click on them to bring up that right-hand menu.

In this example, these are the changes that we made to the second email:

In email 2, we talked about our company and what we specialized in so the prospect would get to know us a little bit.

Once you have made the changes to that email, save the action and save the workflow.

We also will want to change the “Wait” action.

Normally, for the next wait, we recommend one day.

So, go into the “Wait” action and change it from one hour to one day.

Don’t forget to save the action and save the workflow.

For email 3, you will want to repeat the steps above.

Copy the Email 2 action and the Wait action and paste them at the bottom of the workflow.

You’ll want to make changes to the name, subject and text of the third email.

This is where you may want to talk about what problems you can solve.

Again, to make changes, click on the email block to bring up the right-hand menu.

Here are the changes that we made in our example:

Save the action and workflow.

Then, you’ll need to change the “Wait” action. Here is where I would change it to two days.

Save the action and workflow.

To create email 4, you’ll copy email 3 and the wait action just as before.

For email 4, you may want to send a few testimonials from Google or Facebook. This lets them know what it is like to work with you and your company. If you have any video testimonials, this is where to use them. Show your prospect smiling, happy people that love you!

For the “wait” action after email 4, I would change it to 3 days.

A commonly recommended sequence for the “wait” actions in an email is derived from the Fibonacci sequence.

Wait 0 (Thank you for your submission email)

Wait 1 (hour)

Wait 1 (day)

Wait 2 (days)

Wait 3 (days)

Wait 5 (days)

Etc.

This sequence is a tried-and-true tested time sequence for sending emails.

Finally, to create email 5, you will copy email 4 this time just like above.

In most sequences, Email 5 should just contain a quick call-to-action (CTA) that is short, sweet and to the point.

Example text for that email could look like this:

Hi [prospect name],

Just wanted to contact you to see if you had any questions or concerns? Let us know!

If not, let’s get started! Give us a call at [number] and you can start in the next 24 hours

[Signature]

Then, save the action and the workflow and you are done implementing the customer email sequence.

Step 4 – Settings to Check in GoHighLevel And How To Publish

There are a few settings that you will want to check in GHL to make sure that everything is going to work the way that you want.

The first thing is that you want people to be able to go through this sequence multiple times. This way, if someone contacts you now and six months from now, they will be re-entered into the workflow.

To turn this on, go to “Settings” in the workflow and make sure that “Allow re-entry” is toggled on.

To officially turn on the workflow, toggle on “Publish” from “Draft” (in the upper-right corner) and click on “Save” to finalize that.

You are now LIVE with your workflow in GoHighLevel!

The money is in the follow up. This is why you want your website in your CRM to be your best salesperson. By having these emails sent out automatically, you are on your way to client success.

Step 5 – Run Through A Quick Test of A GoHighLevel Automation

The best way to test the GHL automation is to step through it with a test user.

So, bring up the form and fill it in, then submit.

Make sure that the form shows the “Submit Success” message.

If it doesn’t, you will want to check out part 1 of this blog post here.

Now what happens on the other side in the CRM?

In GoHighLevel, go to the contacts menu and make sure that the person that you entered into the form shows up. In this case, we should see “Jane Smith” in the contacts list.

You can see her name, phone number and email that was entered. In addition, you can see that she was tagged correctly, with the “contact-form-website-submit” tag.

To get a little deeper, click on her name to open her record. Then, go down to “Additional Info” to make sure that we see that custom field that we created in Part 1 and that it is filled in.

Final check – look at where she is in the automation workflow.

So, go to “Automation” and open your workflow that you created.

You should see one person enrolled and active, which is the test person that you entered in the form. In this case, it will be “Jane Smith”.

Click into the workflow and you can also see the person that is enrolled sitting at the first “Wait” state.

To check into it more, you can click on “Enrollment History”.

In this tab, you can see everyone who has gone through the workflow in the last 30 days. You’ll see the date that people entered the workflow, the current state that they are in, the current status and the next time they are scheduled to move to a new step in the workflow.

So, any time you want to quickly see where anyone is in your workflow, you can also look at the enrollment history.

The final spot to check is the “Execution Logs”. This is where you can see the tiny details about every action that the automation has taken.

These logs will show you each step that a contact has taken through the automation, when it was taken and if it was successful.

BONUS Step 6 – Send An Internal Notification In GoHighLevel When Someone Enters The Workflow

If you don’t want to monitor your contact list closely all day, every day, you will need to know when someone submits the form.

This is where GoHighLevel’s “Internal Notifications” come in.

When someone triggers the workflow, the first thing that you will want to do is notify yourself.

So, go back to your workflow and click on the “+” to add a step directly below the trigger and select the “Send Internal Notification” action from the list.

“Internal Notifications” are different than “Send Email” steps in one very important way. The internal notifications go to you or members of your team. The “Send Email” recipients are always outside of your organization.

You have 3 choices for internal notifications in GoHighLevel:

Email: This will send an email
Notification: This will send a notification in the GHL system, so your team needs to be watching for notifications
SMS: This will send a text message

In this example, we are going to choose the easiest one, which is the email.

So, once you choose email, you will need to fill out the following fields:

From Name
From Email
To User Type and the Users
Subject
Message

Let’s review each of these.

The “From Name” and “From Email” are similar to what they were in the “Send Email” step. This is the sender information that will show up in the email. Most people like to either make this their own email address or a “no-reply” email address.

“To User Type” has 3 options:

Assigned User: This will send the email to the person in the GoHighLevel system that is assigned to the contact.
Particular User: This will send the email to the person of your choice that you choose in the “Select Users” field. Your choices will be the team members that you have in GoHighLevel
Custom Email: This option will allow you to enter an email address

In this example, we are selecting “Particular User”, then we are going to choose our name.

The “Subject” field is the subject that will show up in your email inbox. Typically, I like to add the prospect’s name in the subject line using the custom field ability.

The “Message” field is the body of the email that will be sent to you. You will want to include all of the fields in the form in the text so you have all of a prospect’s information in front of you when you contact that person.

To include the custom text, you will add it just like you did in the “Send Email” section. You will click on the tag, go to Contact and select the field that you want in the text.

Here is the final example of the subject and the message fields filled out:

Click on save action and then save the workflow.

You now will be notified as soon as someone submits the form on your website – the automation is complete!

Contact those submissions right away and start getting a ton more clients!

Here’s why implementing all of that automation is so important:

If you contact a new lead within five minutes, you are much more likely to turn them into a client. Studies show that reaching out within this time frame makes you 100 times more likely to talk to the lead and 21 times more likely to qualify them compared to waiting 30 minutes. Plus, 78% of customers buy from the company that contacts them first. So, quickly responding to new leads can greatly boost your chances of making a sale.

Step-by-Step Guide: How to Create/Add a Contact Form in GoHighLevel And How To Add Email Automations (Part 1)

When someone submits a form on your site, do you want your website to work for you by contacting that person via automations?

If so you are in the right place. In this article, we’re going to cover:

how to create a contact form in GoHighLevel
how to add that form to your website
how to add a set of email automations that contacts that prospect for you with helpful info about your company.

And don’t worry if your website is not in GoHighLevel …

We will cover how to add a contact form to a GoHighLevel site and to a non-GoHighLevel site.

Creating forms and setting up email automations in GoHighLevel can significantly enhance your marketing efforts. This guide will walk you through the entire process, making it easy for you to embed forms on your website and automate your email responses.

Let’s get started!

Step 1 – Creating A Form In GoHighLevel

The most common form on a website is one where a prospect actually fills out their contact info, and then you get in touch with them. So, that’s the example we’re going to use and create today.

To get started, you’ll need to create a form.

So, log in to GoHighLevel and click on “Sites” in the left main menu.

Then, in the top menu, click on Forms > Builder.

Click on “Create New Form.”

You can see GoHighLevel gives us a starting point with this generic form.

First things first, let’s name the form. You can see it’s currently named “Form 0” at the very top.

For this example, this form is going to be on my contact page of a sample law firm site. So, I’m going to call the form “Contact Form – Website.”

Now, you may choose to use the default fields that GoHighLevel gives you or you can personalize them.

In this case, we are going to personalize them. You have a better chance of someone filling out a shorter form. So, we are going to delete the “First Name” and “Last Name” fields by hovering over them and clicking the “x.”

Then, we will add the “Full Name” field instead.

To do this, click on the “Add Form Element” button. It is the plus sign at the top left of the screen.

Then, select “Full Name” and drag it on to the form at the top.

Now, your prospect has to enter their full name, their email, and their phone number.

The Asterisk next to the field name means that it is a required field. So if you want people to enter the field, be sure that you have “Required” checked on the right.

In this example, we are not going to require texts. We just are going to have them enter their phone number, so we can get in touch with them as a prospect. Therefore, we will get rid of the SMS permissions field as well by clicking on the “x” again for this field.

Custom Fields in GoHighLevel

In our example, we want to allow people to write a message when they submit the contact form. Because we are using a sample law firm website, we are going to ask for some information about their case.

To do this, we need to create a Custom Field in GoHighLevel.

This will require you to save the form and click on the “Back” button in the upper left-hand corner so you can see the main left-hand menu again.

Then, click on “Settings”, which is the last choice of the main menu on the left.

Then, once you are in the “Settings” menu, click on “Custom Fields.”

Click on “Add Field” in the upper right-hand corner.

As you can see, you can create almost any type of field, such as dates, times, text etc.

In this example, we are going to choose “Multi-Line.”

You will name your custom field, which is the “Label” of the field on the form. You can also select a default value if you would like for the “Placeholder” field.

In the “Group” field, you will select where you want your custom field to show in the Contact’s profile. I almost always select “Additional Info” so my fields are separated from the default GoHighLevel fields.

Finally, if you expand the “Additional preferences” section, you can see what GoHighLevel is going to name the field within its unique keys. You can add a description of the field here, as well.

For this example, we named the field “Tell Us About Your Case” and selected “Additional Info” for the Group.

Click Save and your custom GoHighLevel field is live!

Click on “Go Back” to return to the “Form Builder” section and click on your form to open it again.

Now when you look at the available Form Elements, click on the “Custom Fields” tab to see your new field available to add.

Drag that element onto the form.

So now we have the full name, the email, the phone number, and tell us about your case.

Do you want to add additional text to the GoHighLevel form?

Maybe add a heading at the top?

Go back to the form elements and scroll to the bottom. This is where the static elements are, like text and images.

For this example, let’s add a title to the form.

Grab the “Text” element and drag it to the top of the form.

You can add the title text in the settings on the right.

You can also change the font, font weight, color etc. using these settings as well.

At the bottom of the form, you can see that they by default provide you with a placeholder to put links to your “Privacy Policy” and your “Terms of Service.” You can delete the whole element if you would like to be clicking on that “x” to the right when you hover over the element.

However, because it is a form where people are entering data, for legal reasons, it is a GREAT idea to leave that text there and link to the policies that your website has.

To create that link, make sure that you have the text element selected on the form and highlight the “Privacy Policy” text.

Once it’s highlighted, click on the 3 vertical dots symbol to get more options for the menu and select the symbol for the hyperlink.

This will trigger a pop-up where you will add the link to your website’s privacy policy and click on “Confirm.”

Once you click “Confirm,” you have an active URL.

Repeat this process and add the link to the terms of service. Be sure to click “Save” so all of your hard work is saved!

Now that the form is basically completed, let’s talk about the button, that bright shiny button that you want people to click!

So, you need to click on the button to bring up all of the settings on the right.

First, instead of the word “Button,” change the text to be something that will encourage users to submit their data.

In this example, we are just going to put “Submit Your information.”

In addition, there is an option to add “Sub Text,” which can explain the button’s use a bit more. It’s fairly popular to add a small message about not selling the data that is being submitted, so that is what we will change that text to.

Once you have your text finalized, you will want to change the color of the button and the text so that it goes along with your branding.

Scroll down through the settings and you’ll find the ability to change the background, the text color and the sub text color.

In this example, we are going to change the button to be blue and all of the text to be white.

We now have a great looking button that will go within our website. Click Save to finish that part.

Once you have the form fields set up and the button the way you want it, it’s time to complete the general form information to finish the form up.

To get to this section called “Styles and Options,” click on the “Styles and Options” icon, which looks like 2 toggles in the upper-right corner of the screen.

If you scroll through everything that is available to you under “Styles,” there are a lot of changes you can make.

You can toggle agency branding on and off, you add a background image, you can add a header image, you can add custom CSS, etc. Basically, you can change the look of the form to be anything that you want it to be.

These settings are a bit more complicated and will be gone over more thoroughly in an upcoming video. In this example, we are going to leave those alone and go to the “Options” tab.

Whenever a form is submitted, there are two main options (for this example) that can happen. The form can show a message that the form was submitted successfully, or the form can take you to a different URL.

So if you click on “Open URL,” you can actually put a whole new different page on here. A lot of people will choose this option if they are tracking conversions using Google Ads or Facebook Ads.

Since this is a simple example, we are just going to have a success message.

The default success message that the form gives you is “Thank you for taking the time to complete this form.”

This message is fine, but I normally like to add a small bit at the end to customize it to my business tone…so, I added, “We will be in touch as soon as possible.”

I like to give people a timeline for their submissions. If you want to add a line like this, add a timeline that you are comfortable with. Most service-based businesses will include a message about being in touch within the next 5-15 minutes.

One more thing that is unique to GoHighLevel – “Sticky Contact.”

If you scroll the whole way to the bottom of the “Options” section, you’ll see a toggle for “Sticky Contact” turned off by default. If you turn this on, it will auto-complete the forms for the prospect if they have ever submitted anything else on your website before.

While this speeds up the process a little bit, we generally recommend keeping this turned off for a one-step form to our clients. If there are two steps, two sets of forms to complete, then we recommend turning this on.

For this example, we are leaving it turned off.

Don’t forget to click “Save” when you have completed all of the final steps for the form!

To summarize the entire form, a prospect will fill in their name, email, phone number and hopefully a little bit of information about their case. They will press the submit button and they will see a message thanking them and letting them know that someone will be in touch soon.

Let’s move on to part two, which is adding this form to the website.

Step 2 - How to Add A GoHighLevel Form To A Website

Adding our new form to a GoHighLevel website is fairly straightforward.

In this example, I will be adding the form to the “Contact” page of a sample law firm website.

Go to your GoHighLevel website page that you want to add the form to and click on “Edit.”

Once we are inside the contact page, you will want to decide where you want to add the form.

Click on “Add Element” where you want the form to be located.

Then, select the “Form” element.

Once you click on the “Form” element, this will bring up a pop-up that has all of your available forms for the website.

Select the form that you just created in Part 1 of this article.

Once the form is selected, the screen will refresh and you should see the form that you created within the webpage.

Click “Save” and your form is ready to go for your website.

So, that is a very quick and easy way to add a form to your website using GoHighLevel.

What do you do if you have a website that is NOT in GoHighLevel?

This is fairly easy as well.

Go back to the form that you created in Part 1 and click on the “Integrate button.”

The “Integrate” button gives you a bunch of options for different things that you can do with the form.

In most cases, people want to embed the form on their website. This means that they are going to choose the “Inline” option, which is the default.

Then, click on the “Copy Embed Code” button.

This button gives you all of the code needed to place your form on any website, no matter what that website is coded in. So, you can use WordPress, Wix, SquareSpace, Drupal etc.

Then, open the website editor where you want the form to be and add an HTML element to it. Once you can add code to the HTML editor, paste the embed code to your editor.

The code will look something like this:

Save the code and you should have a form that looks exactly like the one that you created in GoHighLevel embedded on your website.

Check out Part 2 of this article, which will create the automation set that alerts you to the submission and sends the prospect a set of emails!