How to Automate a Community Welcome Message in GHL

Want to give each new member a warm welcome without doing it by hand? This video shows you how to set up a Community Welcome Message in GoHighLevel. You’ll learn how to send a welcome email and text with one simple workflow.

What you’ll learn:

• How to create a new workflow in GHL.
• How to send a welcome when someone joins your group.
• How to add an email and text with your group rules.
• How to tag new members, test each step, and go live.

When someone joins your group, you want them to feel welcome and know what to do next. But if you manage a busy group, it’s easy to miss a new member. A Community Welcome Message helps you greet each person and share key details right from the start.

With GoHighLevel, you can set up a simple workflow to handle this for you. Here’s how it helps.

• Welcome each new member. Send a warm greeting as soon as they get access to your group.
• Share your group rules. Let members know what they can post and how to take part.
• Save time each day. Let GHL send welcome emails and texts, so you don’t have to.
• Keep track of new members. Add a contact tag so you can find them and follow up later.
• Show them where to start. Ask members to read a pinned post or say hello in the group.

A good welcome does more than say hello. It gives new members a clear first step and helps them feel part of the group. You also spend less time on routine tasks, so you can focus on your members and their needs.

You can set up a Community Welcome Message in the Automations area of your GoHighLevel sub-account. You’ll create a workflow that sends a welcome email and text when someone joins your group. You can also add a contact tag to keep track of new members.

Before you start, make sure your group is ready. You’ll also need your welcome messages, group rules, and a tag for new members. Follow these steps to set up, save, and test your welcome workflow in GHL.

• Access the Workflow Builder from the Automation Section.
• Rename Your Workflow and Set the Group Access Granted Trigger.
• Rename the Group Access Granted Trigger and Add a Filter.
• Set Group as the First Filter and Save the Trigger.
• Search for and Add the Send Email Action Element.
• Set the Sender Name and Email Address.
• Add the Welcome and Community Rules Email Subject Line and Body.
• Search for and Add the Send SMS Action Element.
• Add the SMS Welcome and Community Rules Message.
• Search for and Add the Add Contact Tag Element.
• Set the New Member Tag and Save the Action Element.
• Open the Workflow Settings and Set the Contact Timezone.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. Make sure you’ve created a community group in GHL and a new member tag.

• Create your Community Welcome Message 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 Group Access Granted trigger.

2.1 Rename your Community Welcome Message 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 Group Access Granted.

• You will be taken to the Group Access Granted trigger settings.

• Give the Group Access Granted trigger a clear name, then add a filter.

3.1 Rename the Group Access Granted trigger.

• This makes it easier to identify on the Community Welcome Message workflow canvas.

3.2 Click Add Filters.

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

• Choose Group as the filter, then select your created community/group before saving the trigger.

4.1 Select Group from the first drop-down filter set.

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

4.2 Choose Is as the operator

• The chosen option should appear in this specific filter.

4.3 Choose your created community.

• The chosen pipeline should appear in the first drop-down filter.

4.4 Click Save Trigger.

• The trigger will now appear on the Community Welcome Message 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 Community Welcome Message 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 welcome and community rules email.

7.1 Enter the first welcome and community rules email subject line.

• Keep the subject short and clear.

7.2 Enter the welcome and community rules email body.

• Keep the message clear, polite, and helpful.

7.3 Click Save Action.

• The Send Email action element will now appear on the Community Welcome Message workflow canvas.

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

• You will be taken to the Send SMS settings.

• Rename the action element, then enter the SMS message before saving the action.

9.1 Rename the action element.

• This makes it easier to identify on the Community Welcome Message workflow canvas.

9.2 Enter the SMS welcome and community rules body.

• Keep the message clear, polite, and helpful.

9.3 Click Save Action.

• The Send SMS action element will now appear on the workflow canvas.

• Click the Add Actions button, then search for and choose the Add Contact Tag action element.

10.1 Click Add New Element.

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

10.2 Search for and select the Add Contact Tag action element.

• You will be taken to the Add Contact Tag settings.

• Rename the action element, then set the new member tag before saving the action element.

11.1 Rename the action element.

• This helps make the Community Welcome Message workflow easier to read on the workflow canvas.

11.2 Set your created tag.

• Select the new member tag.

11.3 Click the Save Action button.

• The action element should now appear on the workflow canvas.

• Click the Settings tab at the top of the Community Welcome Message workflow canvas, then set the Contact Timezone in the Communication section before returning to the workflow builder.

12.1 Click the Settings tab.

• You will be taken to the workflow settings section.

12.2 Toggle on Allow re-entry and Allow multiple opportunities.

12.3 Set the Contact Timezone.

• This helps the workflow send messages based on the contact’s local timezone.

12.4 Click the Builder tab.

• You will return to the Community Welcome Message workflow canvas.

• Turn on Publish and save your Community Welcome Message workflow.

13.1 Turn on the Publish toggle.

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

13.2 Click Save.

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

Your Community Welcome Message should feel like a warm greeting, not a sales pitch. Keep it short, clear, and useful. You want new members to feel welcome and know what to do next.

Here are a few tips to help you write a better welcome message.

• Keep it short and friendly. Use a warm tone and simple words. Make each line easy to read.
• Add a personal touch. Use GHL contact fields to greet each member by name.
• Share your group rules. Let members know what they can post and how to treat others.
• Give one clear next step. Ask members to read a pinned post or say hello in the group.
• Keep your texts brief. Send a short welcome text with a link to the full group rules.
• Check your messages first. Test your email and text before you go live. Only send texts to members who have agreed to get them.

You don’t need a long message to make a good first impression. Focus on what new members need to know right away. When your welcome is clear and helpful, it’s easier for them to feel at home and take part in your group.

When someone joins your group, you want them to do more than sign up. You want them to feel welcome, ask questions, and take part. A clear Community Welcome Message helps you guide them from day one.

With GoHighLevel, you can handle the welcome process with less work. Here’s how it can help you and your members.

• Save time each day. Let GHL send welcome emails and texts, so you can focus on your group.
• Help members get started. Ask them to say hello, read a pinned post, or join a group chat.
• Keep track of new members. Use contact tags to see who has joined and who may need a follow-up.
• Manage more than one group. Set up a welcome workflow for each group to share the right rules and details.
• Stay in touch with members. Use your new-member tags to send useful tips or updates when needed.

Keep in mind that a welcome message is just the first step. You still need to share helpful posts, answer questions, and stay active in your group. When you do both, you give members a good reason to join in and keep coming back.

You may have a few questions before you set up your Community Welcome Message in GHL. Here are some quick answers to help you get started and make sure your workflow runs as planned.

When someone joins your group, you want them to feel welcome from day one. With a Community Welcome Message in GoHighLevel, you can greet new members, share group rules, and add contact tags with one simple workflow.

Before you turn it on, test each step. Check that your email and text are sent and that GHL adds the right tag. Keep your messages short and easy to read.

Once your workflow is live, you won’t need to send each welcome by hand. You’ll have more time to answer questions, share useful posts, and help your group grow. For more GHL tips and guides, visit GHL Growth Garage.