Integrating Forms and Surveys into Your GoHighLevel Email Workflow

Picture of Harish Pandey

Harish Pandey

CEO, Isuremedia

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GoHighLevel email workflow is a feature that makes communication with your clients easier and helps in creating better sales pitch options. But the real question is how do you do it effectively?
Well, we’re here to help you out with that. Let us understand how we can effectively integrate forms and surveys into your GoHighLevel email workflow.

Table of Content

Embedding Forms into Emails

Adding forms to the emails is a great way to interact with your audience and start working with your sales process. Therefore, the question is how do we do that? And to your surprise, we’d like to mention that it is extremely easy to do so.
GoHighLevel offers you the option to embed forms into your emails easily. We’ll not go into the steps to understand that, but we’ll see how it can be beneficial for you. Hence, to embed a form, ensure it’s mobile-friendly and easy to fill out. Keep the fields minimal, as lengthy forms can deter users from completing them.
In addition, you can use CTAs and redirection buttons for your website to increase the chances of interaction.

Designing Surveys

Surveys are really brilliant ways to get feedback and understand the audience well. With GoHighLevel, survey designing became very simple and effective. Consequently, create surveys that align with your objectives – whether it is about understanding customer satisfaction, product preference, or event feedback.
When designing a survey, the questions asked should be kept relevant and straightforward. It is advisable to use a mix of closed-ended, rating-scale, and open-ended questions to collect diverse insights on any topic. Hence, adding a progress bar to your survey in case it has different sections will notify the users of the extent of their efforts before successful completion.
After creating the survey, one could now include a link to the same in their email campaigns. Hence, use captivating language in your email copy to explain why the survey is important and how valuable their responses would be.

Tips for Better Engagement

If you’re looking forward to increasing your engagement through email campaigns, these are the two basic ways:
You can opt to personalize your emails by adding a personal touch to your emails with the help of AI. Subsequently, this makes your clients feel special and makes the mail more likely to open up. Your offers or body will take care of the rest.
Hence, personalizing your emails can be a great option to enhance your email’s performance and make it more effective. For example, instead of a generic opening like “Hello,” use “Hi [First Name],” to create a more personal connection.
Sending the emails at the right time makes a huge difference in their responses. You can research the active and free time of your users and then act on it accordingly. Also, do not forget to add a sense of urgency into the email campaigns, this makes the reader want to open it up.
Overall, it’s all about the right timing and the precision to send mails to your clients or the targeted audience. Because you might take a rest, but your competitors won’t and that is exactly what you need to avoid.
Here’s a quick revision on the ways to get better engagement in CRM email campaigns:
tips for better engagement -infographic

Conclusion

Overall, integrating emails, forms, and surveys into your GoHighLevel email workflow can be a way to get your job done. As a result, it will take care of most of the leads and the remaining processes will be automatically synced.
Forms and surveys are a great way to connect with your audience properly and make better relations with them. Through the data collected from simple forms and surveys, you can get to know our audience better.
If you want any help with the GoHighLevel email workflow, then you can contact us to get instant solutions. Schedule a call with us to make sure you get the best service.
For more information and digital business support, you can contact us on our social media handles.
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