Manual Call actions: a dialer queue your workflow builds for the team
A workflow can pause and queue a contact for a human call, so the phone step in your follow-up is a task list the team works through, not a message the lead ignores.
A checkbox field on your intake form can document real SMS consent, which protects your A2P registration and keeps texts from getting filtered.
A checkbox field on your intake form can document real SMS consent, which protects your A2P registration and keeps texts from getting filtered.
GoHighLevel forms and funnels let you add a Checkbox field that a lead has to actively select before submitting. When you use that field to capture SMS consent instead of relying on a vague terms link, you create a timestamped record tied to the contact that shows they agreed to be texted.
This matters because carriers and A2P review look for proof of opt-in, not just a general privacy policy. If a contact never gave clear consent and later reports your number as spam, that hurts deliverability for every message you send from that account, not just to that one contact. A specific, unchecked-by-default checkbox with real language about texting is the cleanest way to show consent actually happened.
The detail people skip: the checkbox label has to say what they are consenting to, something like agreeing to receive appointment and marketing texts and that they can reply STOP to opt out. A checkbox that just says I agree to terms does not hold up the same way. Map the field to a custom field so the consent language and the submission date are both saved on the contact record.
Service businesses and agencies collecting leads through web forms who plan to follow up by text.
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A workflow can pause and queue a contact for a human call, so the phone step in your follow-up is a task list the team works through, not a message the lead ignores.
A custom value is a variable you can drop into any workflow, email, text or funnel, so a changed phone number or offer is updated in one place instead of forty.
Conversation AI has a mode where it drafts replies for your team to approve instead of sending them, which is the right first week for any AI in your inbox.
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