▶ Video
Use the Assign To User Action So Every New Lead Has an Owner
Add the Assign To User action to your lead workflow so each new contact has a named owner before anyone opens the record, and nobody assumes a lead is someone else's.
GHL Nugget
Turn On Wallet Auto Recharge So Client Texts Never Stop
Auto Recharge refills a sub-account's wallet when the balance runs low, so reminders, follow-ups and missed call texts don't silently fail.
Every sub-account has a wallet that pays for usage such as SMS, calls and email sending. When the balance reaches zero, those sends fail. The lead gets no text, and often nobody notices until the client complains. Auto Recharge tops the wallet up automatically when the balance drops below a level you choose.
This matters most on accounts built on automation: missed call text back, appointment reminders and speed to lead follow-up. Those workflows are quiet when they work, so an empty wallet can go unnoticed for days. Auto Recharge turns a silent failure into a routine charge.
Two details make it work. Set the threshold high enough to cover a busy day of sending, not just a few messages, because a bulk campaign or reactivation send can drain a small balance fast. And keep the card on file current, since a declined card means no recharge. If you rebill clients for usage, check your rebilling settings too. Test on one account before you roll it out to the rest.
Prefer to watch? The 37-second version
Auto Recharge tops up a sub-account wallet automatically so texts and reminders never silently fail when the balance runs low.
Watch it on its own page, with the transcript.
How to use it
- Open the sub-account and go to Settings > Billing
- Find the Wallet section and turn on Auto Recharge
- Set the balance threshold and the recharge amount
- Confirm a valid card is on file, then save
Who it helps
Agency owners and operators who run automated texting for clients such as home services, clinics and local service businesses.
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