GHL Member Onboarding Automation Setup

Want to give new course members a good start? This video shows you how to set up Member Onboarding Automation in GoHighLevel. You’ll learn how to send welcome emails and guide new members through their first steps.

Inside this video:

• Set up a GHL workflow that starts when a member gets course access.
• Write a welcome email with a link to your course.
• Add a five-minute wait, then send a simple checklist.
• Add a contact tag, test your workflow, and turn it on.

When a new member joins your course, you want them to feel ready from day one. They need to know where to log in, what to do first, and how to get help. If you send each email by hand, this can take up a lot of your time.

Member Onboarding Automation helps you manage these first steps in GoHighLevel. When someone gets access to your course, GHL sends a welcome email. Five minutes later, it sends a short checklist to guide them.

Here’s how this helps you and your members.

• Save time. You won’t need to write and send the same welcome emails each time.
• Help members get started. Give them clear steps to find their course and begin their lessons.
• Keep things simple. Each new member gets the same key details at the right time.
• Cut down on questions. Share login steps, useful links, and support details early.
• Track your workflow. Add a contact tag once the emails have been sent, so you can see who reached that step.

With Member Onboarding Automation, you have a clear plan for each new member. You can spend less time on routine tasks and more time helping people get the most from your course.

You can set up Member Onboarding Automation in the Automations area of your GoHighLevel sub-account. First, you’ll create a workflow that starts when a new member gets access to your course. Then, you’ll add a welcome email, a five-minute wait, a short checklist email, and a contact tag.

The steps below show you how to set up each part in GHL. You’ll also check your settings and test the workflow before you turn it on. This way, you can make sure each new member gets the right emails at the right time.

• Access the Workflow Builder from the Automation Section.
• Rename Your Workflow and Set the Offer Access Granted Trigger.
• Rename the Offer Access Granted Trigger and Add a Filter.
• Select Offer as the First Filter and Save the Trigger.
• Find and Add the Send Email Action Element.
• Set the Sender Name and Email Address.
• Add the Welcome Email Subject Line and Body.
• Find and Add the Wait Action Element.
• Rename the Wait Action and Set It to 5 Minutes.
• Find and Add Another Send Email Action Element.
• Set the Sender Name and Email Address.
• Add the Checklist and Onboarding Email Subject Line and Body.
• Find and Add the Add Contact Tag Action Element.
• Set the Member Onboard Tag and Save the Action.
• Set the Contact Timezone in Workflow Settings.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. Make sure you’ve created an offer for your online course and a member onboarded tag.

• Create your Member Onboarding 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 Offer Access Granted trigger.

2.1 Rename your Member Onboarding Automation workflow.

• Click the Pencil icon at the top of the Workflow Builder and enter a new name for your Member Onboarding Automation 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 Offer Access Granted.

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

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

3.1 Rename the Offer Access Granted trigger.

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

3.2 Click Add Filters.

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

• Choose Offer as the filter, then select your created online course offer before saving the trigger.

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

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

4.2 Choose your created online course offer.

• The chosen offer should appear in the second drop-down filter.

4.3 Click Save Trigger.

• The trigger will now appear on the Member Onboarding Automation 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 Member Onboarding Automation 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 email.

7.1 Enter the welcome email subject line.

• Keep the subject short and clear.

7.2 Enter the welcome email body.

• Keep the message clear, polite, and helpful.

7.3 Click Save Action.

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

• Click the Add New Element button, 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 the Wait action element.

• You will be taken to the Wait settings.

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

9.1 Rename the Wait action element.

• This makes the Member Onboarding Automation workflow easier to read on the workflow canvas.

9.2 Select the For a Set Period of Time option.

• You will see two input boxes where you can set the time period for this action element.

9.3 Type 5 in the Time Period field.

• By default, the time period is set to minutes.

9.4 Set the Unit to Minutes.

9.5 Click the Save Action button.

• The Wait action element will now appear on the Member Onboarding Automation workflow canvas.

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

• You will be taken to the Send Email settings.

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

11.1 Rename the Send Email action element.

• Use a clear and simple name.

11.2 Enter the sender name.

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

11.3 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 checklist and onboarding email.

12.1 Enter the checklist and onboarding email subject line.

• Keep the subject short and clear.

12.2 Enter the checklist and onboarding email body.

• Keep the message clear, polite, and helpful.

12.3 Click Save Action.

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

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

13.1 Click Add New Element.

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

13.2 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 Member Onboard tag before saving the action element.

14.1 Rename the action element.

• This helps make the Member Onboarding Automation workflow easier to read on the workflow canvas.

14.2 Set your created tag.

• Select the Member Onboard tag you created.

14.3 Click the Save Action button.

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

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

15.1 Click the Settings tab.

• You will be taken to the workflow settings section.

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

15.3 Set the Contact Timezone.

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

15.4 Click the Builder tab.

• You will return to the workflow canvas.

• Turn on Publish and save your Member Onboarding Automation workflow.

16.1 Turn on the Publish toggle.

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

16.2 Click Save.

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

Once your workflow is ready, take time to check the details. You want new members to feel welcome and know what to do next. A few small changes can help you avoid common issues.

Here are some tips to help you get more from Member Onboarding Automation in GHL.

• Make it personal. Use each member’s first name in your welcome email. Write as if you’re speaking to them.
• Keep it short. Your first email should confirm course access and show members where to log in. Save the next steps for the second email.
• Check your links. Open each course link, login page, and support link to make sure they work.
• Give members some time. The five-minute wait gives them time to read the first email. You can add more time if needed.
• Test before you publish. Use a test contact to check both emails, the wait time, and the contact tag.
• Use tags the right way. The Member Onboarded tag shows that a contact reached that step. It doesn’t mean they finished each task.

These simple checks can help you give each new member a good start. You’ll spend less time fixing small issues and more time helping your members.

As your course grows, you’ll have more new members to welcome. Sending each email by hand may work when you have a few members. But as more people join, it takes up time you could spend on other tasks.

With Member Onboarding Automation in GoHighLevel, you can set up your welcome process once. GHL sends the emails and adds a contact tag when each new member gets access to your course. You still have full control over what each email says.

Here’s how this helps your business.

• Save time each day. You won’t have to send the same welcome emails each time someone joins.
• Give members a good start. Each person gets clear steps to help them find their way around your course.
• Keep track of new members. Use contact tags to see who has reached the end of your welcome workflow.
• Make changes with ease. You can update your emails when you add new lessons, links, or course details.
• Spend more time with members. Focus on their questions and needs while GHL handles the first emails.

Member Onboarding Automation won’t do all the work for you. Members will still need help from time to time. But with the first steps taken care of, you’ll have more time to give them the support they need.

Before you turn on your workflow, you may have a few questions about how it works. Here are some common questions about Member Onboarding Automation in GoHighLevel to help you get things right.

When someone joins your course, you want them to know what to do next. With Member Onboarding Automation in GoHighLevel, you can send a welcome email, share a simple checklist, and tag new members without doing each task by hand.

Before you turn on your GHL workflow, check your emails, test your links, and make sure each step works. Once it’s ready, you’ll have a clear welcome process in place for every new member.