Email Open Automation in GHL

Want a simple way to send follow-up emails at the right time? This video shows you how to use Email Open Automation in GHL so your next email goes out when a lead opens the last one.

Inside this video:

• Set up the trigger that starts when a lead fills out a form.
• Send an opt-in email and track when it is opened.
• Add wait steps and follow-up emails based on email opens.
• Test the workflow and make sure each step works as planned.

By the end of the video, you will know how to build a simple Email Open Automation workflow that helps you follow up with leads based on real actions instead of fixed wait times.

Not all leads act the same. Some open your email right away. Some do not. That is why Email Open Automation works so well in GHL. It helps you send the next email based on what a lead does.

When a lead opens your email, they show a clear sign of interest. You do not have to guess who is paying attention. GHL can see that action and move the lead to the next step in your flow.

• You can spot leads who read your emails.
• You can send the next email at the right time.
• GHL can move leads through the flow on its own.
• Your follow-up can match what the lead does.
• Each email feels more timely and useful.

A recent email study found an average open rate of 39.64%. That means many leads show interest before they click a link, book a call, or send a reply.

Email Open Automation helps you act on that signal.

• You spend less time on manual follow-up.
• You keep warm leads moving forward.
• You avoid sending the same email to everyone.
• You build a better lead follow-up system.
• You can grow without adding more work.

Once you set up Email Open Automation in GHL, the next step is easy. A lead fills out your form. GHL sends an email. The flow then waits for the lead to open it.

When the lead opens the email, GHL can send the next one. You do not need to guess when to send it. The lead shows you when they are ready.

• A lead fills out your form.
• GHL sends the first email.
• The flow waits for the email to open.
• GHL sees the open.
• The next email goes out.

This is why Email Open Automation works so well. The lead takes an action first. Then GHL sends the next step. That helps you send emails at a better time.

You can use the same setup more than once.

• The lead opens the next email.
• The flow can wait one day.
• GHL sends the next email.
• The same steps can run again.
• Each step starts with an email open.

In the end, you get a simple way to guide leads through your emails. People who open your emails move on. People who do not open them stay put.

• Warm leads move ahead.
• Cold leads do not rush through the flow.
• You spend less time on follow-up.
• The flow runs on its own.
• Your lead path stays easy to manage.

Email Open Automation is set up in the Workflows area of GoHighLevel. You will build a workflow that starts when a lead fills out your form. GHL will send an opt-in email, wait for the lead to open it, and then send the next follow-up email.

This setup helps you follow up with leads based on what they do, not just on time. In the steps below, you will create the workflow, set up the email open conditions, add your follow-up emails, and turn the workflow on so it can run on its own.

• Access the Workflow Builder from the Automation Section.
• Set the Form Submitted Trigger After Renaming Your Workflow.
• Rename the Form Submitted Trigger and Add a Filter.
• Set the Lead Generation Form as the Filter Before Saving the Trigger.
• Search for and Add the Send Email Action Element.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Opt-in Email Subject Line and Body.
• Search for and Add the Wait Action Element.
• Rename the Wait Action Element and Set the Until the Contact Takes a Specific Action Option.
• Search for and Add Another Wait Action Element.
• Rename the Wait Action Element and Set the Time Period.
• Copy All Action Elements to Complete the Workflow.
• Duplicate the First Three Action Elements at the End of the Workflow.
• Edit and Configure Each Duplicated Action Element.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account and your lead generation form is ready.

• Create the Email Open Automation workflow using the Workflow Builder in the Automation section.

1.1 Click Automation.

• You will be taken to the Workflows tab by default.

1.2 Click Workflows.

• You will see a list of workflows, along with options such as Create Folder, Build Using AI, and + Create Workflow.

1.3 Click + Create Workflow.

• A dropdown menu will appear with several options, including + Start from Scratch.

1.4 Click + Start from Scratch.

• You will be taken to the Workflow Builder.

• Rename your workflow, then set the Form Submitted trigger.

2.1 Rename your workflow.

• Click the Pencil icon at the top of the Workflow Builder and enter a new name for your workflow.

2.2 Click Add New Trigger.

• The trigger library will appear, where you can search for and select a trigger.

2.3 Search for and select Form Submitted.

• You will be taken to the Form Submitted trigger settings page.

• Give the Form Submitted trigger a clear name, then add a filter.

3.1 Rename the Form Submitted trigger.

• This makes it easier to identify on the Email Open Automation workflow canvas.

3.2 Click Add Filters.

• A drop-down filter will appear below the Add Filters button.

• Choose Form Is as the filter, then select the lead generation form you want to use before saving the trigger.

4.1 Select Form Is from the first drop-down filter.

• Another drop-down filter will appear below the first filter.

4.2 Select the Lead Generation form you created.

• The name of the lead generation form will appear in the drop-down field.

4.3 Click Save Trigger.

• The trigger will now appear on the workflow canvas.

• Click Add New Element, then search for and select the Send Email action element.

5.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

5.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

• Set the sender details and subject line for this workflow email.

6.1 Rename the Send Email action element.

• Use a clear and simple name.

6.2 Enter the sender name.

• You can also use a custom value for the sender name.

6.3 Enter the sender email address.

• You can also use a custom value for the sender email address.

• Enter the subject line and content for your opt-in email.

7.1 Enter the opt-in email subject line.

• Keep the subject short and clear.

7.2 Enter the Opt-in Thank You Email body.

• Keep the message clear, polite, and helpful.

7.3 Click Save Action.

• The Send Email action element will now appear on the Email Open Automation workflow canvas.

• Click Add New Element, then search for and select the Wait action element.

8.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

8.2 Search for and select Wait.

• You will be taken to the Wait settings.

• Rename the action element and select the Until the Contact Takes a Specific Action option.

9.1 Rename the Wait action element.

• This makes the workflow easier to read on the workflow canvas.

9.2 Select the Until the Contact Takes a Specific Action option.

• You will see options that let you choose what action the lead must take before moving forward.

9.3 Choose the Email Event option.

• You will see fields where you can select the email step and the email event.

9.4 Select the Pick-up Email Step to Wait For.

• The email you created earlier should appear as one of the available options.

9.5 Select Opened as the email event.

• You can choose a different event based on your marketing goal.

9.6 Click Save Action.

• The Wait action element will now appear on the Email Open Automation workflow canvas.

• Click Add New Element, then search for and select the Wait action element.

10.1 Click Add New Element.

• The action library will appear on the right side of the canvas.

10.2 Search for and select Wait.

• You will be taken to the Wait settings.

• Rename the action element and select the For a Set Period of Time option.

11.1 Rename the Wait action element.

• This makes the workflow easier to read on the workflow canvas.

11.2 Select the For a Set Period of Time option.

• You will see fields where you can set the length of the wait period.

11.3 Enter 1 in the Time Period field.

• By default, the unit is set to minutes.

11.4 Change the unit to Days.

11.5 Click Save Action.

• The Wait action element will now appear on the Email Open Automation workflow canvas.

• Copy the existing actions to create additional steps in the workflow.

12.1 Click the options button on the first action element.

• The options button is shown as a three-dot icon.

12.2 Click Copy All Actions From Here.

• A paste icon will appear between the action elements.

• Use the paste option to duplicate the action elements and complete the workflow structure.

13.1 Click the paste icon.

• The Send Email action and the two Wait action elements will be added to the end of the Email Open Automation workflow.

• Review and update each duplicated action element to complete the workflow.

14.1 Review and edit each duplicated action element.

• The Send Email action should contain a follow-up email, and the Wait actions should match your marketing goal.
• Alternatively, you can add another Send Email action at the end of the workflow to create a three-email sequence.

• Turn on Publish and save your Email Open Automation workflow.

15.1 Turn on the Publish toggle.

• The toggle will turn blue to show that it is active.

15.2 Click Save.

• The red dot on the Save button will disappear, confirming that your workflow has been saved.

Email Open Automation helps you know who wants to hear from you. When a lead opens your email, GHL can send the next one. This helps you keep the flow going with people who show interest.

You do not need a long list of emails. A few well-timed emails can work well. The goal is to send the right email at the right time.

• Share more about what you offer.
• Answer key questions.
• Show proof that your offer works.
• Ask the lead to book a call.
• Send the lead to a page on your site.

Email Open Automation can fit many types of lead flows. The next email should help the lead take one more step.

• Send tips after a free guide.
• Send a call link after an inquiry.
• Send a case study after an email open.
• Send a class link after sign-up.
• Send more help when a lead wants it.

This method keeps your flow simple. You do not need to push all leads down the same path. You can let each lead move at their own pace.

• Warm leads move on.
• Cold leads stay put.
• The right leads get more emails.
• You spend less time on each lead.
• GHL does the work for you.

Over time, this can help you build a better lead flow. You spend less time trying to guess what a lead wants. GHL can use email opens to guide the next step.

Email Open Automation does not need to be complex to work well. In most cases, simple flows get the best results. If a lead opens an email, your next step should be clear and easy to follow.

A good flow starts with a good first email. If a lead does not open that email, the rest of the flow cannot move forward. That is why it helps to spend a little extra time on the first message.

• Use a short subject line.
• Make the sender name easy to know.
• Send the email right after the form fill.
• Match the email to the offer.
• Keep the message short.

It is also a good idea to test your Email Open Automation before you use it with real leads. A quick test can help you spot small issues that are easy to miss during setup.

• Fill out the form as a test lead.
• Open each email in the flow.
• Check that the next email is sent.
• Review each wait step.
• Make sure the flow is live.

You do not need a long email flow to get good results. Start with a few emails and see how leads respond. You can add more steps later if you need them.

• Start with a simple flow.
• Make small changes over time.
• Remove steps that do not help.
• Keep the flow easy to manage.
• Let email opens guide the next step.

The best Email Open Automation flows are often the easiest to use. Keep your emails clear, keep your flow simple, and let lead actions decide what happens next.

Email Open Automation gives you a simple way to focus on leads who are already paying attention. When a lead opens an email, GHL can move them to the next step in your flow. You do not need to guess who wants to hear from you because the lead has already shown interest.

This can help you make better use of your time. Instead of checking lead activity by hand, you can let GHL handle the next step. The result is a follow-up process that is based on what your leads do.

• Warm leads move forward in the flow.
• Cold leads stay where they are.
• Follow-up emails go to people who engage.
• You spend less time on manual tasks.
• GHL handles the next step for you.

Email Open Automation can fit many types of businesses. The same setup can work for lead generation, service inquiries, free guides, webinars, and more. You are simply using email opens to decide when the next email should go out.

• Agencies can guide leads toward a call.
• Coaches can send the next lesson.
• Service firms can share more details.
• Local firms can follow up with new leads.
• Course creators can send the next step.

Over time, this can help you build a stronger lead flow. Each email open helps guide what happens next. That means less guesswork and a simpler way to keep interested leads moving forward.

• Leads move at their own pace.
• Your emails arrive at a better time.
• You focus on people who show interest.
• The flow stays easy to manage.
• You can grow without adding more follow-up work.

Email Open Automation is simple to set up, but you may still have a few questions before you use it in a live workflow. Below are some common questions that can help you better understand how email opens work in GHL and how to use them in your follow-up process.

Email Open Automation gives you a simple way to follow up with leads based on what they do. Instead of sending the same emails to everyone, you can let GHL react when a lead opens an email. This helps you focus on people who are already showing interest.

In this guide, you learned how to build a workflow that starts with a form fill, sends an opt-in email, waits for an email open, and then sends the next email. You also learned how to repeat that process to create a simple lead flow that follows real lead actions.

• Create a workflow from scratch.
• Add a Form Submitted trigger.
• Send an opt-in email.
• Wait for an email open.
• Send the next email after an open.
• Test and publish the workflow.

One of the best things about Email Open Automation is how easy it is to use. You do not need a large or complex workflow. A few simple steps can help you stay in touch with leads who are reading your emails and showing interest in your offer.

As you use this workflow, take time to test different subject lines, email content, and wait times. Small changes can help you learn what works best for your leads and improve your results over time.

If you are looking for a simple way to improve your lead follow-up in GHL, Email Open Automation is a great place to start. It helps you send emails at a better time and keeps your follow-up based on real lead actions.

Have you tried Email Open Automation in GHL? Let us know how you are using it in your own lead follow-up process.