GHL DND Contact Workflow Guide

See how to build a DND Contact Workflow in GHL and give your team a clear way to handle DND contacts. This short video walks you through the full setup from start to finish. By the end, you will have a simple process that helps keep leads in sight and makes follow-up easier.

Inside this video:

• Access the Automations area and create a new workflow.
• Add the Contact DND trigger and set the DND filter.
• Remove contacts from active workflows when DND is turned on.
• Create and assign a follow-up task so your team knows what to do next.

A DND Contact Workflow helps you know what to do when a contact turns on DND. It takes the contact out of active workflows and gives your team a task. This makes the next step clear.

Many teams run into the same issue. A contact goes DND. The lead stops moving. No one knows who should act next. A DND Contact Workflow fixes that problem. It gives your team a clear plan to follow.

A contact who turns on DND may still want to hear from you. They may just want fewer messages. That is why it helps to have a simple way to check the lead and decide what to do next.

• Takes the contact out of active workflows.
• Helps stop extra messages.
• Creates a task for your team.
• Shows who needs to follow up.
• Helps keep good leads in sight.
• Makes the next step clear.
• Helps your team stay on track.
• Keeps your follow-up work simple.
• Gives each lead the right care.
• Helps you build a better DND process.

This DND Contact Workflow is built in the Automations area of GHL. It checks when a contact turns on DND, takes them out of active workflows, and creates a task for your team.

This gives you a simple way to handle DND contacts and keep leads in sight. Here are the steps to build and turn on a DND Contact Workflow in GHL.

• Access the Workflow Builder from the Automation Section.
• Set the Contact DND Trigger After Renaming Your Workflow.
• Rename the Contact DND Trigger and Add a Filter.
• Set the DND Flag to Disabled DND for All Channels Before Saving the Trigger.
• Search for and Add the Remove from Workflow Element.
• Configure the Remove from Workflow Element.
• Search for and Add the Add Task Element.
• Rename the Element and Add the Task Title and Instructions.
• Assign a Team Member and Due Date Before Saving the Element.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account.

• Create the 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 Contact DND trigger.

2.1 Rename your workflow.

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

2.2 Click the Add New Trigger button.

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

2.3 Search for and select Contact DND.

• You will be taken to the trigger settings.

• Give the Contact DND trigger a clear name, make sure the DND Direction is Outbound, then add a filter.

3.1 Rename the Contact DND trigger.

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

3.2 Make sure the DND Direction is Outbound.

• This setting is selected by default.

3.3 Click the + Add Filters button.

• A filter dropdown menu will appear below the + Add Filters button.

• Set the DND Flag to Disabled DND for All Channels before clicking the Save Trigger button.

4.1 Set the filter to DND Flag is.

• A second dropdown menu will appear where you can choose a filter value.

4.2 Set the second filter to Disabled DND for All Channels.

4.3 Click the Save Trigger button.

• The Contact DND trigger will now appear on the workflow canvas.

• Click Add Action, then search for and select the Remove from Workflow action element.

5.1 Click Add New Element.

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

5.2 Search for and select the Remove from Workflow action element.

• You will be taken to the Remove from Workflow settings.

• Rename the element, set the workflow action, then save the Remove from Workflow element.

6.1 Rename the Remove from Workflow action element.

• Use a clear and simple name.

6.2 Set the Workflow action to All Workflows.

• This setting is used as an example.
• Once the contact is on DND, all workflow automations for that contact will stop.

6.3 Click the Save Action button.

• The Remove from Workflow action element will now appear on the workflow canvas.

• Click Add Action, then search for and select the Add Task action element.

7.1 Click Add New Element.

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

7.2 Search for and select the Add Task action element.

• You will be taken to the Add Task settings.

• Rename the Add Task element, then add the task title and instructions for the team assignee.

8.1 Rename the Add Task action element.

• Use a clear and simple name.

8.2 Add the task title.

• Write it in a short and easy-to-spot format.

8.3 Add detailed instructions for the team assignee.

• Make sure to include details and notes about the contact who is on DND.

• Make sure to assign the team member who should follow up with the contact on DND before saving the element.

9.1 Assign a teammate to this task.

• You can add teammates in the Staff section under Settings.

9.2 Set a due date.

• This is the date by which the team should reach out to the contact on DND.

9.3 Click the Save Action button.

• The Add Task action element will now appear on the workflow canvas.

• Turn on Publish and save your workflow.

10.1 Turn on the Publish button.

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

10.2 Click Save.

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

A DND Contact Workflow works best when your team has a clear plan to follow. The workflow can remove the contact from active workflows and create a task, but your team still needs to know what to do next.

A few small changes can make your DND Contact Workflow much more useful. Clear task details and good team habits can help you keep leads in sight and avoid missed follow-ups.

• Use a task title that is easy to spot.
• Tell your team that the contact turned on DND.
• Let your team know the contact was removed from workflows.
• Assign the task to the person who owns the lead.
• Add a due date for the follow-up.
• Keep task notes short and clear.
• Check open DND tasks on a regular basis.
• Test the workflow before you rely on it.
• Make sure the contact is removed from all workflows.
• Use the same follow-up process for each DND contact.

One common mistake is leaving the task unassigned. When no one owns the task, it is easy for the lead to be missed. A clear owner helps your team act faster and stay on track.

It also helps to keep your task notes simple. Your team only needs the key facts. Tell them the contact turned on DND, was removed from workflows, and needs a follow-up review. That is often all they need to take the next step.

A DND Contact Workflow gives you a simple way to handle contacts who turn on DND. Instead of guessing what to do next, you have a clear plan in place. The contact is removed from active workflows, and your team gets a task to review the lead.

This helps you keep leads in sight and makes it easier for your team to take the right action. It also helps you avoid cases where a contact turns on DND and then gets forgotten.

• Helps keep DND contacts in view.
• Gives your team a clear next step.
• Creates a task for manual follow-up.
• Helps reduce missed leads.
• Makes it easier to track lead activity.
• Helps your team stay on the same page.
• Supports a more personal follow-up process.
• Gives you a clear way to handle DND contacts.
• Helps create a repeatable workflow for your team.
• Keeps your lead process simple and easy to manage.

A good example is when a lead turns on DND but still wants to learn more about your service. The DND Contact Workflow removes the lead from active workflows and alerts your team. A team member can then check the lead and decide on the best next step.

This can be very useful if you manage a large number of leads. Everyone knows what happened, who needs to act, and what needs to be done. That makes it easier to stay organized and helps you give each lead the right level of attention.

If this is your first time setting up a DND Contact Workflow, you may have a few questions. Below are some common questions that GHL users ask when building and using this workflow.

A DND Contact Workflow gives you a clear way to handle contacts who turn on DND in GHL. Instead of leaving those contacts in active workflows, you can remove them and create a task for your team. This helps you keep leads in view and makes it clear what should happen next.

You now know how to build a DND Contact Workflow from start to finish. You learned how to add the Contact DND trigger, remove contacts from active workflows, and assign a follow-up task. Each step helps your team stay informed when a contact turns on DND.

One thing to keep in mind is that a DND contact is not always a lost lead. In many cases, the person simply wants fewer messages. A clear follow-up process helps your team review the lead and decide on the best next step.

If you do not already have a process for DND contacts, this is a good workflow to add to your account. It is quick to set up, easy to manage, and gives your team a simple way to handle DND leads in a consistent way.

Have you added a DND Contact Workflow to your GHL account yet? If not, try the setup in this guide and see how it fits into your follow-up process.