Upsell Email Automation in GHL 

Build Upsell Email Automation with simple steps. You will see where to click, what to add, and how to test your workflow before you use it.

Inside this video:

• Create a new workflow.
• Add the order trigger and wait steps.
• Send an upsell email after each sale.
• Send a follow-up after a buyer clicks the upsell link.

You work hard to get every sale. It makes sense to get more value from each customer. Upsell Email Automation helps you do that. It sends a follow-up only after a buyer clicks your upsell link. That makes every email more relevant.

Many follow-up emails use only a timer. The next email goes out after a set number of days. That is easy to build, but it is not always the best choice. Some buyers need more time. Others are ready much sooner.

A link click tells you that a buyer is interested. That is a better signal than time alone. When you wait for that click, your next email feels more helpful. It does not feel random. It arrives when the buyer is still thinking about your offer.

This also saves you time. After you publish the workflow, GoHighLevel does the work for you. Every buyer follows the same steps. You do not need to check orders or send emails by hand.

This workflow works well for coaches, agencies, course creators, and digital product sellers. You can also copy it into other funnels with only a few changes. That makes it easy to use again.

The goal is simple. Send the right email at the right time. Upsell Email Automation helps you build a better follow-up, save time, and create more chances for another sale.

You can build Upsell Email Automation in the Workflows area of GoHighLevel. The setup is simple. You start with an order trigger. Then you add wait steps, send an upsell email, check for a link click, and send a follow-up email. Each step builds on the one before it.

The steps below show you where to click and which settings to use. By the end, you will have an Upsell Email Automation that sends the right follow-up at the right time. This helps you save time and gives more buyers a chance to see your upsell offer.

• Access the Workflow Builder from the Automation Section.
• Set the Order Submitted Trigger After Renaming Your Workflow.
• Rename the Order Submitted Trigger and Add a Filter.
• Set the Global Product Filter Before Saving the Trigger.
• Search for and Add a Wait Action.
• Rename the Wait Action and Set the Wait Time.
• Search for and Add the Send Email Action.
• Set the Sender Details and Subject Line.
• Add the Upsell Email Subject Line and Body.
• Search for and Add a Wait Action.
• Rename the Wait Action and Set the Contact Action.
• Search for and Add Another Wait Action.
• Rename the Wait Action and Set the Wait Time.
• Search for and Add Another Send Email Action.
• Set the Sender Details and Subject Line.
• Add the Follow-up Upsell Email Subject Line and Body.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. In addition, make sure you’ve already created two sales funnels: one for the initial purchase and one for the upsell.

• Create the Upsell Email 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 Order 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 Order Submitted.

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

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

3.1 Rename the Order Submitted trigger.

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

3.2 Click Add Filters.

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

• Choose Global product as the filter, then select Is on the second drop-down filter, then after that, choose the specific product you want to use for this workflow before saving the trigger.

4.1 Select the Global product from the first drop-down filter.

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

4.2 Select Is on the second drop-down filter.

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

4.3 Choose the product you want to choose for this workflow

• The product should appear in the third drop-down filter.

4.4 Click Save Trigger.

• The trigger will now appear on the Upsell Email Automation workflow canvas.

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

• You will be taken to the Wait settings.

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

6.1 Rename the Wait action element.

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

6.2 Select the For a Set Period of Time option.

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

6.3 Enter 4 in the Time Period field.

• By default, the unit is set to minutes.

6.4 Change the unit to Days.

6.5 Click Save Action.

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

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

7.1 Click Add New Element.

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

7.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

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

8.1 Rename the Send Email action element.

• Use a clear and simple name.

8.2 Enter the sender name.

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

8.3 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 Upsell email.

9.1 Enter the Upsell email subject line.

• Keep the subject short and clear.

9.2 Enter the Upsell Email body.

• Keep the message clear, polite, and helpful.
• Make sure to include the URL of your upsell funnel that you should have created.

9.3 Click Save Action.

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

10.2 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.

11.1 Rename the Wait action element.

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

11.2 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.

11.3 Choose the Email Event option.

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

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

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

11.5 Select Opened and Clicked as the email event.

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

11.6 Click Save Action.

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

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

12.1 Click Add New Element.

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

12.2 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.

13.1 Rename the Wait action element.

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

13.2 Select the For a Set Period of Time option.

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

13.3 Enter 1 in the Time Period field.

• By default, the unit is set to minutes.

13.4 Change the unit to Days.

13.5 Click Save Action.

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

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

14.1 Click Add New Element.

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

14.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

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

15.1 Rename the Send Email action element.

• Use a clear and simple name.

15.2 Enter the sender name.

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

15.3 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 Follow-up Upsell email.

16.1 Enter the Follow-up Upsell email subject line.

• Keep the subject short and clear.

16.2 Enter the Follow-up Upsell Email body.

• Keep the message clear, polite, and helpful.
• Make sure to include the URL of your upsell funnel that you should have created.

16.3 Click Save Action.

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

• Turn on Publish and save your workflow.

17.1 Turn on the Publish toggle.

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

17.2 Click Save.

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

Your Upsell Email Automation does not need to be complex. A simple workflow is often the best choice. Focus on the right timing and a clear message. Small changes can lead to better results.

Check your workflow from time to time. Read your email reports. Look at your clicks. Then make one change and test it. This helps you find what works for your buyers.

These tips can help you get better results.

• Keep each email about one offer only.
• Use a short and clear subject line.
• Wait a few days before you send the upsell email.
• Add one clear call to action in each email.
• Check every link before you publish.
• Test the full workflow with a sample order.
• Read your open and click reports often.
• Change your email if your offer changes.
• Keep your Upsell Email Automation easy to update.

Every sale gives you a new chance to help your buyer. You do not need to send more emails. You need to send the right email at the right time. Upsell Email Automation helps you do that by waiting for a buyer to click your upsell link before the next email is sent.

You can use the same process in many parts of your business. Build the workflow once. Then copy it to other funnels and change the offer when you need to. This saves time and keeps your follow-up clear.

Here are a few ways to use Upsell Email Automation:

• Promote another product after the first sale.
• Offer a coaching or service package.
• Invite buyers to join your course or membership.
• Copy the workflow to other sales funnels.
• Give every buyer the same follow-up.
• Save time with each new sale.
• Keep your follow-up easy to update.

A simple follow-up can do more than remind buyers about your offer. It helps you stay in touch while they are still interested. Upsell Email Automation gives you a simple way to build repeat sales without adding more work to your day.

If this is your first time building Upsell Email Automation, you may have a few questions. The answers below cover the most common setup questions. They will help you build the workflow with more confidence and avoid common mistakes.

You now know how to build Upsell Email Automation in GoHighLevel. The steps are easy to follow. Once you publish the workflow, it runs on its own. You do not need to send each follow-up by hand.

Start with one product and test the full workflow. Make sure each email is sent at the right time. When you are happy with the results, copy the workflow to your other funnels. This keeps your follow-up simple and easy to manage.

The best workflows are often the simplest. Upsell Email Automation helps you stay in touch with buyers after the first sale. It also gives you more chances to sell without adding more work. For more GoHighLevel tips and guides, visit GHL Growth Garage.

Have you tried this workflow yet? We would love to hear how you use it in your business.