How To Set Up Email Automations Is Climbo – Your Review Management SaaS Business

These consisted of series for onboarding brand-new e-mail customers…GoHighLevel was a Headache… How To Set Up Email Automations Is Climbo …

This wasn’t a choice I ignored. I understood changing platforms was mosting likely to require migrating

As an agency owner for over a decade, I depend on software program and automation to improve procedures and deliver results. So when GoHighLevel arised on the scene couple of years back, it absolutely caught my attention (in fact just called “HighLevel” however found at “GoHighLevel.com”).

GoHighLevel was a Problem

Earlier this year (2023) I decided to take the plunge. I registered for HighLevel’s Firm plan at $300/month, spending substantially greater than the $97/month starter cost.

I’ve simply finished my registration for the 7 days cost-free test so now let’s delve into my inbox so the right into the e-mail that I just used to subscribe and I can see that I just got an e-mail from climbot so from the software application which say that I have actually just been invited to join go up so I opened the email and I see that my business so the name of the company Silicon Valley Bank which is the company that I put right into the stripe check out kind this firm has been has actually just been added as a brand-new account right into the system so I have the web link to register the email and the password that is instantly created so you can see that uh when I finished the strike form thanks to the zapier automation that we we just developed um my account so my email was immediately added right into the software program as a customer so we can visit with this detail so we obtain an email and the password and of course we make use of the web link to login that was provided right into the e-mail so this is a white label review monitoring software so you as an advertising and marketing agency proprietor or online business owners can personalize this platform with your logo your domain name and your colors so your customers will regard it as your product and so you can welcome customers to register to this system for as an example a month-to-month registration therefore you will assist your clients to obtain more testimonials on the integrated system so I’m simply looking as a new client and I can now set up my assimilation

all my Keap data and essentially rebuilding my entire tech infrastructure from scratch.

Below’s a summary of just a few of the initiative needed:

Manually exporting 20,000+ e-mail subscriber records
Recreating loads of automations and process
Relocating customer profiles, notes, and task information to the brand-new CRM
Reconfiguring my Red stripe invoicing combination
Establishing landing web pages, discounts, and sales funnels throughout once again
Learning a completely international UX and user interface style
Done in, I spent around 30-40 tiresome hours of arrangement job transitioning every little thing over– and also taking care of shed efficiency throughout the button.

we’re going to see no code white tag software application and how you as an encoder can be automation to start your software application service so software program organization is something extremely very warm now especially for non-coders because it’s a very extremely um scalable service design and you do not have to place so much work with it I mean you have to learn how to sell software application but essentially the software program is mosting likely to do the benefit you so you’re not doing an energetic task so these are the devices we are going to make use of today in this tutorial so you possibly understand them click funnels to be a touchdown page red stripe for handling payments and cost-free trials zapier to link automations and climb up as a supplier for white tag software application so allow’s start so allow’s most likely to our click funnel account and as you can see right here we just developed a landing page where we advertise a review monitoring software application and as you can see the call to activity is attempt totally free for uh 7 days so this is the touchdown web page very easy landing web page we developed with the click channel with a solitary phone call to action and this is the touchdown page light so naturally you’re gon na have your logo design here and your domain right here and when the client clicks here a new tab is open with the checkout link of your stripe account so allow’s most likely to our swipe account and as you can see we have produced a brand-new item with a settlement link an item called testimonial management software program we are marketing this software for 499 per year therefore you just require to create this item um use at 7 days complimentary trial or a 1 month complimentary trial to this item certainly depends on you and here you have your red stripe checkout link you just copy this web link and paste this web link right into your click channel landing page obviously you can make use of any other CMS like WordPress webflow it’s up to you so we passed the check out web link below therefore when a customer clicks there we have the strike settlement web page so the client simply requires to fill out this page with his details so the e-mail the firm name the name and the bank card information

Which is Better How To Set Up Email Automations Is Climbo vs GoHighLevel in 2024

a platform that helps agencies in supplying track record monitoring services to their customers. Climbo gives firms with a simple review administration platform, limitless clients forever, and access to a community of likeminded agencies.

you recognize have them share the review so reveal your followers on Facebook Instagram the very best evaluations you obtain to encourage them to purchase for you alright so what takes place is that when you link uh Facebook and Instagram you will certainly then be able to develop uh an evaluation uh upload such as this and then share it onto Instagram and Facebook conveniently next you’ve obtained the uh no e-mail notifications and respond so whenever you get brand-new testimonials you can after that respond to them also fine and more and certainly you can additionally get to add customers in right here too so we’re going to enter appropriate so these are the testimonials and what occurs you reach have your own touchdown page which looks like this right now international right here yet of course you can add the the landing web page to for your review collection fine so it’s three steps right here so analysis system Selection adverse feedback and exclusive feedback all right so uh you can include you know your logo in here you can alter the text over right here you can transform the sort of celebrity I guess all right so oh sorry this is this will certainly be your filter right the review filter so by default is three so anything that is three and uh less than three it will certainly be sent into the unfavorable negative responses form but naturally anything that is four and over uh you recognize they will after that be right uh do after that be sent out to the you recognize the private comments kind Okay so yes to ensure that will be a threshold and afterwards if you wish to you can shut off The Branding right here and naturally you can alter the touchdown web page link right okay so next you can obtain reviews so there are 4 means you can obtain evaluations you got WhatsApp email text and QR code so with the plan uh you can you can actually get

, onboarding new customers, automating follow-ups for webinar enrollments, sending out occasion tips, managing subscription expirations, and far more.

Every little thing seemed to be working fine … until unexpectedly it wasn’t. One early morning, I woke up to find 171 totally irrelevant e-mails had been sent to individuals that should NOT have actually gotten them. This occurred 3 days straight, with a different batch of 171 people daily.

I urgently attempted to take care of and recreate the automation procedure initially. Nonetheless, the issue continued to linger.

When I seriously reached out to their support team, they slightly asserted “server issues” were at fault. But this explanation really did not make any feeling, given that the mistakes continued occurring each early morning like clockwork

customer a photo of the client delighted clients can leave a favorable reviews on the integrated systems while dissatisfied clients caliber prior feedbacks and other powerful attributes such as evaluation demand by means of WhatsApp SMS email or QR codes or campaigns from the platform uh widget so social proof widgets for the website evaluation sharing on social networks so on Facebook and Instagram via Automobile produced posts and several other uh effective attributes so the client that just registered for the 7 days complimentary test will utilize the platform for uh seven days and be a stripe below as you can see we are inside the your red stripe account and you can see that the customer that just sign up was added right into the customers tab as a brand-new consumer and entering into this customer account we can see that the consumer has a seven days free trial upright the May 21st and so throughout these 7 days from right you can set up some automated e-mails to send it to the client in order to persuade the client to register for the for the software application so you can set up these e-mails from stride so whatever will certainly be automated and after seven days if certainly the customer likes your product uh he will certainly be billed and you will certainly have a brand-new subscription so brand-new repeating earnings into your stripe account so right into your checking account so this is really how you can develop automation using uh no code no code software application integrating these tools so click channel stripe zapier and climber

Just 45 days after moving my firm to GoHighLevel, I understood I had made a massive mistake. The disadvantages significantly exceeded any kind of advantages.

No software application is best, yet the large quantity of issues was past acceptable.

At the end of the day, software application boils down to trust fund. If I can’t trust it to handle important features properly or believe a vendor has my best interests in mind, after that it’s time to walk away– also after spending significant time, money, and effort migrating.

So I made the challenging call to turn around training course and return back to Keap completely simply weeks after going all in on GoHighLevel. Let’s explore what I gained from this ordeal.

I guess that’s all there is to do with climber rather an easy system right now but it does most uh the majority of the vital features in there that just isn’t a automation attribute um so what I think of climbu is that um it needs that automation attribute integrated in I would say uh you recognize having a much more adjustable testimonial demand type would be excellent also but or else I assume the widgets looks penalty I do not believe it’s the very best uh you understand the very best looking one out there however you recognize it works so I think it’s you know good enough anyway so I presume that’s all I had to share regarding climber you understand for the price uh that um mountain climber is being provided right now I highly uh would certainly suggest individuals to get this since you know uh you with the Pro Plan you obtain endless whatever uh you recognize so you can have limitless businesses together with the evaluations unrestricted demands