Training Onboarding Automation Made Easy in GHL

Want a simple way to handle new trainee setup? This video shows you how Training Onboarding Automation works in GHL, from the first order to the final email.

Inside this video:

• Set the right order trigger for your training product.
• Give each trainee access to the correct course.
• Add tags and send the first welcome email.
• Set wait times and send the next training emails.

When someone buys your training, the sale is only the start. You still need to give them course access, send the right emails, and track where they are in the process. If you do all of that by hand, it is easy to miss a step.

Training Onboarding Automation helps you handle those repeat tasks inside one GHL workflow. Once the right order starts the workflow, GoHighLevel can run the same onboarding steps for each trainee.

• Send a welcome email after the training purchase.
• Grant access to the correct course offer.
• Add a New Trainee tag for easy tracking.
• Add an Onboarding Active tag during the sequence.
• Send the Day 1 and Day 2 onboarding emails.
• Remove the Onboarding Active tag when onboarding is done.

This works well if you run courses, coaching, client training, or staff training. You still keep the personal side of the experience, but GHL takes care of the routine steps. That gives you more time to help trainees when they need real support.

You’ll build your Training Onboarding Automation in GHL. It starts when a person buys your training. GHL then gives course access, adds tags, and sends the emails.

Before you turn it on, check each step. Make sure the right product, course, tags, and wait times are set. The steps below show you how to build the full setup.

• 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 as the First Filter Before Saving.
• Search for and Add the Send Email Action Element.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Main Onboarding Email Subject Line and Body.
• Search for and Add the Course Grant Offer Element.
• Set the Online Course/Training Product Before Saving the Action Element.
• Search for and Add the Add Contact Tag Element.
• Set the Two Training Tags Before Saving the Action Element.
• Search for and Add the Wait Action Element.
• Rename the Wait Action Element and Set the Training Date and Time.
• Search for and Add the Send Email Action Element.
• Set the Sender Name, Email Address, and Subject Line.
• Add the First Onboarding Email Subject Line and Body.
• Search for and Add the Wait Action Element.
• Rename the Wait Action Element and Set the Time Period to 1 Day.
• Search for and Add the Send Email Action Element.
• Set the Sender Name, Email Address, and Subject Line.
• Add the Second Onboarding Email Subject Line and Body.
• Search for and Add the Remove Contact Tag Element.
• Remove the Onboarding Active Tag Before Saving the Action Element.
• Open the Workflow Settings, Then Set the Contact Timezone Before Returning to the Builder.
• Publish and Save Your Workflow.

To start, make sure you are logged in to your GoHighLevel sub-account. Make sure you’ve created your course, product, and two tags.

• Create your Training 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 Training Onboarding Automation 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.

• 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 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 your created product before saving this action element.

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

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

4.2 Choose Is as the operator.

• The chosen option should appear in this specific filter.

4.3 Choose the digital product.

• The chosen option should appear in this specific filter.

4.4 Click Save Trigger.

• The trigger will now appear on the Training 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 Training 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 main onboarding email.

7.1 Enter the main onboarding email subject line.

• Keep the subject short and clear.

7.2 Enter the main onboarding Email body.

• Keep the message clear, polite, and helpful.

7.3 Click Save Action.

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

• Click the Add Actions button, then search for and choose the Course Grant Offer action element.

8.1 Click Add New Element.

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

8.2 Search for and select the Course Grant Offer action element.

• You will be taken to the Course Grant Offer settings.

• Rename the action element, then set the Online Course/Training product before saving the action element.

9.1 Rename the action element.

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

9.2 Set your Online Course/Training product.

• Select your created Online Course/Training product.

9.3 Click the Save Action button.

• The action element should 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 two training tags before saving the action element.

11.1 Rename the action element.

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

11.2 Set your created tag.

• Select the two training tags.

11.3 Click the Save Action button.

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

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

• You will be taken to the Wait settings.

• Rename the action element and set the Training Date and Time.

13.1 Rename the Wait action element.

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

13.2 Select the Until a specific date/time option.

• You will see three input fields where you can set the training time period for this action element.

13.3 Set the Date and Time of the training.

13.4 Choose the On this date and time option.

13.5 Set the Continue to the next action option.

13.6 Click the Save Action button.

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

• Click Add New Element, then search for and select the 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 Training Onboarding 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 first onboarding email.

16.1 Enter the first onboarding email subject line.

• Keep the subject short and clear.

16.2 Enter the first onboarding Email body.

• Keep the message clear, polite, and helpful.

16.3 Click Save Action.

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

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

17.1 Click Add New Element.

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

17.2 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.

18.1 Rename the Wait action element.

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

18.2 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.

18.3 Type 1 in the Time Period field.

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

18.4 Set the Unit to Days.

18.5 Click the Save Action button.

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

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

19.1 Click Add New Element.

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

19.2 Search for and select Send Email.

• You will be taken to the Send Email settings.

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

20.1 Rename the Send Email action element.

• Use a clear and simple name.

20.2 Enter the sender name.

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

20.3 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 second onboarding email.

21.1 Enter the second onboarding email subject line.

• Keep the subject short and clear.

21.2 Enter the second onboarding email body.

• Keep the message clear, polite, and helpful.

21.3 Click Save Action.

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

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

22.1 Click Add New Element.

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

22.2 Search for and select the Remove Contact Tag action element.

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

• Rename the action element, then set the Onboarding Active tag before saving the action element.

23.1 Rename the action element.

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

23.2 Remove your created tag.

• Select the Onboarding Active tag.

23.3 Click the Save Action button.

• The action element should now appear on the Training Onboarding Automation 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.

24.1 Click the Settings tab.

• You will be taken to the workflow settings section.

24.2 Toggle on the Allow re-entry and Allow multiple opportunities.

24.3 Set the Contact Timezone.

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

24.4 Click the Builder tab.

• You will return to the workflow canvas.

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

25.1 Turn on the Publish toggle.

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

25.2 Click Save.

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

Your Training Onboarding Automation should be easy to check and easy to trust. Before you turn it on, review the parts that control who enters the workflow and what happens next.

• Check the product filter. Make sure it points to the right training product.
• Check the course offer. Make sure GHL gives access to the correct course.
• Keep your tags simple. Clear names like New Trainee and Onboarding Active are easy to track.
• Match the wait time to your training. Use a fixed date for group training with one start day.
• Use a set wait for training that starts after each sale. This keeps the timing tied to each person.
• Check each email. Review the sender name, subject, and message before you go live.
• Use Contact Timezone when you want emails to match each trainee’s local time.

Before you use the Training Onboarding Automation workflow with real trainees, run a test order. Check that GHL starts the workflow, gives course access, adds the right tags, and sends each email at the right time. A short test can save you from fixing a messy onboarding flow later.

Training Onboarding Automation helps you cut out the repeat work that comes after a sale. You do not need to check each order, add tags, grant course access, and send the first emails by hand.

When a new trainee buys your course, GHL can handle the main steps for you.

• Send the welcome email.
• Give access to the right course.
• Add tags to track the trainee.
• Wait until the right start time.
• Send the Day 1 and Day 2 emails.
• Remove the active onboarding tag at the end.

This setup works well for courses, coaching, client training, and group programs. You can also copy the same basic workflow for other training products.

The benefit is simple. You spend less time on admin work, and each trainee gets the same clear start to their training.

Training Onboarding Automation is simple once the main pieces are in place. Still, a few setup choices can affect how well the workflow runs. These common questions cover the parts you are most likely to check when building or testing the process in GHL.

Training Onboarding Automation gives you a simple way to manage the first steps after a trainee buys your course. With one GHL workflow, you can give course access, add the right tags, and send the emails that guide each person through onboarding.

You also get a clear way to see who is still in the process. Just make sure your wait times match how your training runs. Use a fixed date when everyone starts together. Use set wait times when each trainee starts after they buy.

Before you go live, test the full workflow. Check the product, course offer, tags, emails, and wait steps. Once it all works as planned, you can spend less time on repeat tasks and more time helping your trainees.

Try this Training Onboarding Automation setup in your GHL account. Then check back with GHL Growth Garage for more practical GoHighLevel Mini-Guides.