How to Set Up Triggers for Receipts in GoHighLevel: A Simple Guide to Solve Common Issues

If you’re using GoHighLevel (GHL) to streamline your business operations, you know how important it is to automate processes like sending receipts to customers. But setting up triggers for receipts can be tricky if you don’t know where to start. 

In this blog, I’m going to walk you through the easiest way to set up triggers for sending receipts, while addressing some common pain points you may have encountered. No confusing tech talk just simple steps and solutions to get things running smoothly.

To learn how to track total touchpoints in GoHighLevel, follow our detailed step-by-step guide. This article will walk you through the process for efficient tracking and management.

 Why Setting Up Triggers for Receipts is So Important?

Imagine you’ve just completed a successful sale, but your customer doesn’t receive a receipt. It creates confusion, reduces trust, and adds unnecessary follow-ups to your already busy day. 

Automating receipt triggers can solve this by ensuring customers get what they need instantly. The process not only saves you time but also enhances customer satisfaction.

Step 1: Set Up Your Products or Services in GHL

Before diving into triggers, make sure your products or services are properly set up in GoHighLevel. This is where the receipts will pull their details from. 

To do this:

• Navigate to the “Payments” section in GHL.
• Add the details of your products or services, including pricing and descriptions.
• This may sound basic, but it’s an essential step for creating accurate receipts. If the product info is incorrect or missing, your automated receipts will reflect that.

Step 2: Understand the Trigger Function in GHL

A trigger is essentially a command that tells GoHighLevel to perform a certain action when an event occurs. For receipts, we want to set up a trigger that automatically sends a receipt after a customer makes a payment.

Step 3: Create Your Receipt Template

The next step is to create the actual receipt template. 

GoHighLevel allows you to customize emails, so the receipt can reflect your branding and include all necessary details like product descriptions, payment amounts, and contact info.

• Go to the “Marketing” section.
• Select “Email Builder” and start creating a receipt template.
• Make sure to add placeholders for dynamic fields like customer name, purchase details, and date of purchase, so the email is personalized for each recipient.

Having a receipt template ready ensures that when the trigger is activated, it sends a professional-looking email to your customer.

 Step 4: Set Up the Trigger for Receipts

Now for the main event—setting up the trigger! Here’s how you do it:

• Navigate to “Automation” in your GoHighLevel dashboard.
• Click on “Create Workflow.”
• Set the workflow to trigger when a payment is completed. Look for an option like “Invoice Paid” or “Order Completed” under payment triggers.
• Add an action to send an email, and select the receipt template you created earlier.

With these simple steps, your receipt trigger is set up! Whenever a customer completes a payment, they’ll automatically receive a personalized receipt via email.

Important: Double-check that the customer’s name and details are set to automatically populate using dynamic fields. This makes sure that every receipt is personalized without you having to input information manually.

Step 5: Test Your Trigger

Before fully rolling this out, it’s essential to test your setup. Create a test payment and see if the receipt is sent as expected. 

This step helps catch any potential issues, like missing details in the receipt or errors in the trigger workflow.

Solving Common Pain Points:

1. Receipts Not Sending  

If your receipts aren’t being sent, the most common issue is a missed step in the automation workflow. 

Double-check that you’ve set the right trigger event, and ensure the email action is properly connected to your receipt template.

2. Incorrect Information on Receipts  

If customers are receiving receipts with wrong details, the issue often lies in how the product or service was set up. 

Always verify that the product information in GHL is accurate, as this is where the receipts pull their data from.

3. Customers Not Receiving Emails  

Sometimes, emails can land in spam or not be delivered at all. 

To improve deliverability, make sure your email domain is authenticated, and consider adding a follow-up trigger to resend the receipt if it’s not opened.

Conclusive Notes:

Setting up automated triggers for receipts in GoHighLevel doesn’t have to be a headache. By following these simple steps and keeping an eye out for common issues, you can ensure that your customers always receive their receipts promptly, while saving yourself valuable time and reducing manual work.

If you’ve struggled with this process in the past, try implementing these steps, and you’ll notice an immediate improvement in how smoothly your payment and receipt workflows run.

And remember, automating this small but important task contributes to building trust with your customers, enhancing their experience, and keeping your business operations running efficiently.

Happy automating with Leadsflex!