How to Track Total Touchpoints in GoHighLevel: A Step-by-Step Guide

Tracking total touchpoints with your leads and clients is crucial for understanding the effectiveness of your marketing campaigns. In GoHighLevel, you have the ability to monitor these interactions whether they occur through emails, SMS, calls, or even appointments. However, learning how to track total touchpoints can be a challenge if you’re unfamiliar with the process.

This blog will help you understand how to track total touchpoints in GoHighLevel, ensuring you’re capturing every interaction to improve your strategy.

Let’s walk through the process step by step, addressing common pain points while offering clear, actionable solutions. To turn off DND for SMS on GoHighLevel, navigate to the settings, select the “DND” option, and disable it for the desired contacts. This ensures you stay connected and avoid missing important messages.

Why Track Total Touchpoints?

Before diving into the “how,” it’s essential to understand the “why.” Tracking total touchpoints helps you:

• Measure Client Engagement: Knowing how often you interact with a lead or client can reveal their level of interest and where they are in your sales funnel.
• Optimize Communication: If you know how many times and through which channels you’ve communicated, you can optimize future outreach based on what works.
• Increase Conversions: More informed tracking leads to better follow-ups, ensuring no lead falls through the cracks.

 Common Pain Points:

Here are the common issues users face when trying to track touchpoints:

1. Difficulty Accessing a Centralized Overview: Many users struggle to find a single place where they can see all their touchpoints across multiple channels.

2. Unclear Reporting: GoHighLevel offers various reports, but not all users know how to configure them to track touchpoints accurately.

3. Missing Data: Some interactions, especially manual calls or emails, can be missed if they are not properly logged.

Let’s solve these problems step by step.

 Step 1: Log into GoHighLevel

Start by logging into your GoHighLevel account and selecting the sub-account or client account you want to analyze.

 Step 2: Access the Contact’s Profile

To track touchpoints for a specific contact, navigate to the Contacts tab. Click on the contact’s name to open their profile. Here, you’ll find a detailed history of every interaction, including:

• – Emails sent and opened
• – SMS messages sent and received
• – Calls made and their durations
• – Form submissions or surveys completed

Appointment bookings:

This is your go-to spot for tracking touchpoints on a per-contact basis.

Pro Tip: Each time you interact with a contact (whether through SMS, email, or call), GoHighLevel automatically logs that touchpoint. This means you don’t have to do the heavy lifting just check the history!

 Step 3: Use the “Opportunities” Tab for a Broader View

If you want to track touchpoints across multiple contacts or leads, the Opportunities tab is the next step. 

Under Opportunities, you can see the different stages your leads are in (e.g., New, Follow-Up, Won, Lost) and monitor the touchpoints for each. 

You can filter these opportunities by:

• – Date range
• – Contact owner
• – Source (e.g., SMS, email, call)

This allows you to track the number of touchpoints during a specific campaign or period.

Step 4: Leverage Reporting Features

GoHighLevel’s reporting feature allows you to generate reports that summarize the total touchpoints across various channels. To access this:

• 1. Go to Reports from the main menu.
• 2. Select Call Reporting or Email/SMS Reporting.
• 3. Customize the report by selecting specific date ranges, contact owners, and channels.

These reports offer a consolidated view of your touchpoints and help identify trends in client engagement.

Step 5: Automate Touchpoint Tracking with Workflows

One of the best ways to ensure that no interaction is missed is to set up automation workflows in GoHighLevel. You can create workflows that log every touchpoint automatically. For instance, whenever an SMS is sent, or an email is opened, the workflow can record this event in the contact’s timeline.

• Navigate to the Automation tab.
• Create a new workflow or edit an existing one.
• Add triggers based on client interaction (e.g., “Email Sent” or “SMS Received”).
• Set the workflow to log this interaction and notify you or your team for follow-up.
• By automating touchpoint tracking, you reduce the risk of missing any crucial data.

Step 6: Review the Conversation Tab

For a real-time view of all interactions, use the Conversations tab. This is where you can see every SMS, email, and chat that has been exchanged with a contact. By reviewing this regularly, you ensure that you’re up-to-date with the latest touchpoints.

Tracking total touchpoints in GoHighLevel is essential for improving your client relationships and increasing conversion rates. By following the steps outlined in this guide, you can streamline the process, ensuring no interaction is missed. Utilize the Contacts and Opportunities tabs for individual tracking, the Reports feature for a consolidated view, and workflows to automate the process. By leveraging these tools, you’ll have a clear view of all your interactions, helping you optimize communication and ultimately grow your business.

This simple guide is designed to keep tracking in GoHighLevel easy and effective—without technical jargon or confusion. Happy tracking!