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GHL Nuggets

GHL Nuggets: Compliance

6 nuggets about compliance in GoHighLevel, newest first.

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Test the STOP Reply on Your Number Before a Real Lead DoesSMS Opt-Out Keywords. Menu path: Contacts > Add Contact. Contacts › Add Contact, using your own... Then Conversations › open the test contact... Then Reply STOP from your phone to that textGHL NUGGET #371 min readSMS Opt-Out KeywordsContactsAdd Contact1Contacts › Add Contact, using your own...2Conversations › open the test contact...3Reply STOP from your phone to that text▶ Video
Compliance

Test the STOP Reply on Your Number Before a Real Lead Does

Reply STOP from your own phone to a GoHighLevel text and confirm the contact flips to SMS Do Not Disturb. It takes five minutes and proves your opt-outs work.

| 1 min readRead the nugget
Use the DND Workflow Action to Honor Opt-Out Requests FastDND Workflow Action. Menu path: Automation > Workflows. Go to Automation › Workflows and click... Then Add the Contact Tag trigger and set the... Then Add the Enable/Disable DND action and...GHL NUGGET #301 min readDND Workflow ActionAutomationWorkflows1Go to Automation › Workflows and click...2Add the Contact Tag trigger and set the...3Add the Enable/Disable DND action and...
Compliance

Use the DND Workflow Action to Honor Opt-Out Requests Fast

Tag a contact when they ask to stop, and a workflow using the Enable/Disable DND action turns off messaging so nobody has to remember.

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Log an SMS Consent Timestamp So You Can Prove Opt-In LaterConsent Timestamp Field. Menu path: Settings > Custom Fields. Settings › Custom Fields › add a... Then Automation › Workflows › open the... Then Add trigger Form Submitted, then add...GHL NUGGET #231 min readConsent Timestamp FieldSettingsCustom Fields1Settings › Custom Fields › add a...2Automation › Workflows › open the...3Add trigger Form Submitted, then add...▶ Video
Compliance

Log an SMS Consent Timestamp So You Can Prove Opt-In Later

A checkbox on a form proves nothing months later unless you also stamp the date and time it was checked onto the contact record.

| 1 min readRead the nugget
Channel-Specific DND: Stop One Opt-Out From Silencing Every ChannelChannel-Specific DND. Open the contact record and find the... Then Click into DND options instead of the... Then Select only the channel that opted out...GHL NUGGET #161 min readChannel-Specific DNDGoHighLevel1Open the contact record and find the...2Click into DND options instead of the...3Select only the channel that opted out...
Compliance

Channel-Specific DND: Stop One Opt-Out From Silencing Every Channel

A contact who texts STOP should lose SMS, not your ability to email or call them about their appointment.

| 1 min readRead the nugget
Set a Time Window So Workflows Never Text Outside Quiet HoursWorkflow Time Window. Open the workflow and click the gear... Then Enable Time Window under the workflow... Then Set the allowed days and start and end...GHL NUGGET #91 min readWorkflow Time WindowGoHighLevel1Open the workflow and click the gear...2Enable Time Window under the workflow...3Set the allowed days and start and end...
Compliance

Set a Time Window So Workflows Never Text Outside Quiet Hours

A workflow setting called Time Window lets you cap the hours and days a workflow is allowed to send, so late-night texts stop happening automatically.

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Add an SMS Consent Checkbox to Your Forms Before You Text LeadsSMS Consent Checkbox. Menu path: Sites > Forms. Open Sites › Forms and edit the form... Then Add a Checkbox field above the submit... Then Write consent language mentioning texts...GHL NUGGET #81 min readSMS Consent CheckboxSitesForms1Open Sites › Forms and edit the form...2Add a Checkbox field above the submit...3Write consent language mentioning texts...
Compliance

Add an SMS Consent Checkbox to Your Forms Before You Text Leads

A checkbox field on your intake form can document real SMS consent, which protects your A2P registration and keeps texts from getting filtered.

| 1 min readRead the nugget

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