Email – IFTS, Inc. Blog

Content Marketing in 2025: Essential Strategies for Law Firms to Attract and Retain Clients

Content marketing strategies are evolving rapidly! It seems like we hear about a new AI tool or social media trick every week.

Is your law firm doing everything you can to stay ahead of the curve to remain competitive?

In 2025, the strategies that are successful will embrace dynamic, client-focused personalization. With the rise of AI-generated content and the sheer volume of information online, standing out requires more work than ever before – clarity, authenticity, and a willingness to adapt.

Let’s discuss the best content marketing strategies that are working for law firms right now.

Step 1 - Be Clear About What You Want Your Prospect To Do Next

A huge shift that we are seeing with law firms is the importance of your call to action (CTA). Typically, attorneys will put our informative and educational blogs and videos with the hope that people will contact them.

This no longer will work…unless you add a specific CTA.

Every piece of content your law firm creates should guide prospects towards a specific next step. These steps can include:

Scheduling a consultation
Downloading a helpful guide (pdf) on a specific topic
Requesting a phone call
Registering for a webinar on the topic of their choice

For example, if your firm writes a blog about bankruptcy, a strong CTA may ask readers to download a free “The 5-Step Bankruptcy Plan” pdf or schedule a free 15-minute consultation with the attorney.

When you guide a prospective client through a structured journey on your website (and YouTube channel), you are much more likely to convert readers into clients. This journey is called a “sales funnel” and is now essential to growing your business.

Step 2 – You Need A “Face” For Your Business

The internet has made it so easy to make law firms a “digital-first” world. However, human interaction can be a great difference-maker!

Use your firm’s blog, social media and YouTube channel to educate and build trust. Then, offer a real human interaction to close the deal. Potential clients often like to connect with attorneys face to face before making a legal decision.

A popular way to do this would be to host a live Q&A session weekly using webinar software, like Zoom. This will allow people to interact with the attorneys directly.

As an example, a law firm that specializes in divorce may host a live webinar on “Understanding Custody Agreements” where participants can submit questions in real time.

These sessions allow you to accomplish multiple goals at one time:

Showcase your expertise
Build actual connections with potential clients that foster trust
Get a list of questions that people have about a particular topic, which makes your marketing easy (create videos and blogs that answer each of the questions)

By combining high-quality content with opportunities for face-to-face interaction, your law firm can create a more engaging and client-focused experience.

Step 3 - Create A Shared Place To Keep Content Ideas

Ideas for content for your blog and videos often come from real-life interactions and observations. This not only applies to you, but your paralegals and staff as well.

So, where should you keep all of these ideas?

A shared folder or document usually does the trick!

Create a shared repository where everyone in the office can jot down ideas, stories or inspiration when they happen. A spreadsheet normally works very well for this purpose. It’s even better if this spreadsheet is located in the cloud and can be accessed via mobile device. Another program that can be used easily for this is OneNote or EverNote.

For instance, if an attorney has a unique experience in court or encounters a common client question, they can record it immediately. These notes can later be transformed into blogs, social media posts, or even video scripts.

By having this system in place, no ideas will go unforgotten! It also makes sure that your firm always has a steady stream of new relevant topics that should resonate with their audience.

Step 4 - Personal Branding Is A Must

In 2025, a strong personal brand is more valuable than ever. Clients often choose law firms based on trust, and having a recognizable, authoritative brand helps establish that trust.

Attorneys should focus on building their individual reputations through podcast interviews, media features, and speaking engagements. Winning awards or being quoted in reputable publications not only boosts credibility but also improves SEO for your website.

For example, if a law firm’s managing partner is frequently interviewed on local news about criminal defense cases, it signals expertise to both search engines and prospective clients.

Encourage your team to actively participate on platforms like LinkedIn by sharing insights, engaging with industry news, and showcasing successes.

Step 5 - Keep On Testing

You are never “done” with your content marketing. Because the internet and social media are so dynamic, what it takes to be successful changes all of the time. The most successful law firms experiment with different formats, posting times, and messaging to determine what resonates best with their audience.

For example, test whether short-form videos about legal tips perform better than long-form articles. Experiment with posting blogs on weekdays versus weekends or using different tones in your email campaigns.

Tools like Google Analytics and social media insights available with the social media platforms can help track what’s working and where to pivot. Look at views, clicks, impressions and more to see what’s the best strategy for you.

The key is to remain agile and open to change. Regularly review your content metrics and refine your strategy accordingly.

Step 6 - Refresh Content Regularly

Stale content can kill your website’s engagement (and your SEO).

In 2025, law firms must consistently refresh their content to maintain audience interest. New content also satisfies Google’s SEO algorithms.

However, we don’t have to reinvent the wheel – you just need to repurpose and update the content that you already have created!

For example, any firm that deals in tax law has it easy. If they wrote a blog called “Tax Brackets for 2022”, they can update it with the new numbers for 2025. Not only that, they can point out the differences and offer insights as to why things may have changed this way. Once the update is done, it then gives a reason to share it again with your audience.

An example of something you could repurpose would be if your firm had a video and you turned that into a blog by using the transcript.

Regularly updating your content not only improves its relevance but also signals to search engines that your website is active.

Get the Top 3 Social Media Post Templates for Law Firms to Grow Your Following and Get New Clients

Engage with prospects and save time with your FREE Canva template kit. This kit features the top 3 social media posts for law firms and directions on how to brand them for your own firm in 5 minutes or less.

Enter your email below and get the templates sent directly to your inbox along with an instructional video on how to make personalized edits.

Step 7 – Be Spontaneous!

Being authentic is a powerful tool in your marketing toolbelt…and it’s easy for prospects to see.

Some of the most engaging content comes from spontaneous moments, like an attorney’s reaction to a recent legal development or a quick tip shared after being in court. Encourage your team to create on-the-spot content using their cell phones.

For instance, a real estate lawyer might record a short video explaining the implications of a new zoning law while walking through a recently rezoned neighborhood. This type of unpolished, real-time content often resonates more with audiences because it feels genuine and relatable.

Content marketing in 2025 requires law firms to be intentional, innovative, and client centered. By focusing on clear calls to action, human interaction, personal branding, and agility, your law firm can not only attract more clients but also establish long-term trust and authority.

Remember, the online landscape is constantly evolving and it’s hard to hit a moving target.

Regularly review your strategies, adapt to new trends, and always prioritize the needs of your clients. With these approaches, your firm can position itself as a leader in the competitive legal market.

In the spirit of this article, here is our CTA – If you need help creating a 2025 content marketing strategy, please complete the form below. IFTS specializes in helping law firms get more clients using videos, blogs, social media and more!

How to Set Up a Review System like Birdeye or ReviewLead using GoHighLevel Automation: Step-by-Step Guide

Collecting customer feedback is essential for any business that wants to grow and build credibility. Reviews not only help potential customers make informed decisions but also improve your business’s reputation. But manually managing reviews can be time-consuming. That’s where automating the review process comes in. In this blog, we’ll walk you through setting up an automated review system in GoHighLevel to streamline feedback collection, manage negative experiences, and boost your positive reviews.

Let’s dive into the step-by-step process of setting up this system to automatically gather and manage reviews for your business.

Creating a Custom Review Link

The first step to automating your review process is creating a custom review link that you can share with your customers. This link will direct them to your review page.

Log into your GoHighLevel account.
Navigate to Settings and click on Domains.
Add a subdomain specifically for reviews. We recommend using something like reviews.yourdomain.com.
Verify the DNS settings with your provider (e.g., GoDaddy, Namecheap) by adding the required CNAME record. Once verified, your domain is ready for use.

Designing a Thumbs-Up/Thumbs-Down Review Page

Next, you’ll need to create a simple review page where users can indicate if they had a good or bad experience. This will allow you to filter feedback based on customer satisfaction.

Go to Sites > Websites and create a new page.
Design the page with two simple buttons: Thumbs-Up for positive feedback and Thumbs-Down for negative feedback.
Add a thank-you message above the buttons, expressing appreciation for their time.

Example text: “Thank you for choosing us! Your feedback helps others find trusted businesses like ours.”

Redirecting Positive Reviews to Google

If a customer clicks on the thumbs-up button, you’ll want to direct them to leave a review on your Google Business profile.

Go to your Google Business Profile and copy the direct link for leaving a review.
In GoHighLevel, select the thumbs-up button, set the action to open a URL, and paste the Google review link.
Save your changes.

Now, anytime a customer has a positive experience, they’ll be directed to leave a review on Google!

Creating a Bad Experience Feedback Page and Staying Google Compliant

One of the most important steps in building an automated review system is handling negative feedback effectively. For this, GoHighLevel allows you to create a separate page for customers to share their bad experiences, ensuring you receive private feedback and maintain Google compliance.

Step 1: Create a "Tell Us About Your Bad Experience" Page

After setting up your main review request page, it’s time to add a dedicated page for customers who didn’t have a positive experience. Here’s how to do it:

Navigate back to Websites in GoHighLevel, and select the Request Review site.
Create a new page named “Tell Us About Your Bad Experience.” You can create the URL path as something like /sorry/tell-us-more to keep it simple.
For the design, start with a blank, full-width layout. Add a single-column section where you’ll include your logo and a headline, such as:
- “Please tell us about your experience with our company.”

Step 2: Add a Feedback Form

ext, you’ll need to collect detailed feedback about their bad experience. Here’s how to add a form:

Add a form element to the page that asks for basic information, such as First Name, Last Name, Phone, Email, and a multiline text box for them to describe their experience.
Customize the form’s submit action by selecting Form Builder, then under Options, set up a message that thanks the customer for completing the form. Example message:
- “Thank you for taking the time to share your feedback. A member of our team will be in touch shortly.”

This ensures the customer feels heard and reassures them that their concerns are being addressed.

Step 3: Linking the Bad Experience Option

After creating the feedback page, link it to the “I had a bad experience” button on your main review page. Follow these steps:

Copy the URL of your bad experience page.
Edit your main review request page, go to the “I had a bad experience” image, and set the action to go to website URL.
Paste the URL of the bad experience page and save your changes. Now, when a customer clicks on “I had a bad experience,” they’ll be directed to your feedback form.

Step 4: Staying Google Compliant

Google requires that all customers, including those with bad experiences, be given the option to leave a public review. To comply with this:

On the bad experience page, add a text link at the bottom that says:
- “No, thank you. I would like to leave a review.”
Link this text to your Google review page. Be sure to open the link in a new window, so customers don’t lose their place on your feedback form.

Step 5: Publish and Test

Once you’ve set up everything, preview your pages to ensure they function correctly. Customers should be able to navigate smoothly between the review request page and the bad experience page. For the final step, publish your changes and test the system.

With this setup, you’ve created an effective way to privately manage negative feedback while still complying with Google’s requirements for review collection.

By ensuring that negative feedback is handled internally while still allowing customers to publicly review your business, you can address concerns privately and maintain your reputation. This is a critical component of building trust with your customers and ensuring you’re continuously improving.

Creating Review Request Automations

Now that your review pages and forms are set up, it’s time to implement automations that will simplify the process of collecting reviews. Automations help you send reminders and requests without manual effort, ensuring that you stay engaged with your customers and gather more reviews.

1. Creating the Review Request Emails and SMS

To keep your review requests polite but effective, we recommend sending three emails and one SMS over the course of a few days. Here’s a breakdown of what each email and text message should include:

Email 1 (Day 1):
Subject: Thank you for placing your trust in us
Body:
- Thank the customer for their business and offer to answer any questions they may have.
- Ask them to take a moment to leave a review and provide a direct link to the review page.
- Example: “Would you take a moment to review us at the link below? Your review will help others find the best service for their needs.”
Email 2 (Day 3):
Subject: Just a reminder and a thank you
Body:
- Remind the customer about your review request and thank them again for their trust.
- Reiterate how their review will help others in the market find your services.
- Include the review link again.
Email 3 (Day 6):
Subject: One last reminder
Body:
- Let the customer know that this is the final reminder and that you won’t send any more review requests.
- Provide the review link and mention how their feedback helps others.
SMS (Day 1):
Message:
- Keep it short and simple: “Hi, [Company Name] here. Just wondering if you could take a moment to leave us a review. [Insert Link]”

Each email and SMS should include a review link to make it easy for customers to click through and leave their feedback.

2. Automating Review Requests

Now that your messaging is ready, it’s time to build the automations in GoHighLevel:

Step 1: Create a Workflow
Go to Automation > Create Workflow, and start from scratch. Name this workflow something like “Review Request Automation.”
Step 2: Trigger the Workflow
You can trigger the workflow by adding a tag to the customer’s profile after they’ve completed a service with you. For example, you can create a tag called “Request Review.” When the tag is added, the workflow starts.
Step 3: Send the SMS
Once the workflow starts, send the first SMS message, asking the customer to leave a review.
Step 4: Wait for 15 Minutes
Add a 15-minute wait to see if the customer responds by clicking the review link. If they do, the automation ends. If not, proceed to the next step.
Step 5: Send Email 1
If the customer hasn’t clicked the link in the SMS, send the first email request with the review link.
Step 6: Wait for 3 Days
Wait for three days to see if the customer clicks the review link in the email.
Step 7: Send Email 2
If they haven’t left a review yet, send the second email reminding them to review your business.
Step 8: Wait for 3 More Days
Wait another three days to give the customer time to click the review link.
Step 9: Send Email 3
Send the final reminder, letting the customer know it’s their last chance to leave a review.

3. Creating Trigger Links

To stop sending review requests once a customer has completed a review, you need to create trigger links:

Step 1: Go to Marketing > Trigger Links, and add a link to your review page.
Step 2: Name the link something like “Request Reviews” and save it.
Step 3: Use this trigger link in your emails and SMS messages. When the customer clicks on it, the automation will stop sending further review requests.

4. Internal Notifications for Bad Experiences

Finally, set up a separate workflow for handling bad experiences:

Step 1: Create a new workflow called “Bad Experience Submitted.”
Step 2: Set the trigger as the submission of the bad experience form.
Step 3: Assign an internal notification to alert your team when someone submits the form. The notification can include the customer’s name, email, phone number, and their feedback so your team can follow up quickly.

Launch Your Review Request System

Once you have your workflows, trigger links, and messaging set up, your automated review request system is ready to go. Now, you can start tagging customers and collecting reviews effortlessly, all while handling negative feedback with care.

With everything in place, your business will enjoy more customer reviews and valuable feedback, which can help boost your online presence and improve customer satisfaction!

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.