How do I trigger additional contacts from an existing list?

Reference this article for instructions on adding more prospects to be contacted.

Even if you upload a large list of contacts, you may not want to run all of them at once, and send them through in stages. 

 

  • In GoHighLevel, go to Contacts.
    Trigger Additional 1
  • Click on the Smart List that you created for the desired workflow.
    Trigger Additional 2
  • Click on More Filters.
    Trigger Additional 3
  • Click on + AND.
    Trigger Additional 4
  • Select Tag.
    Trigger Additional 5
  • Select Is Not and choose the appropriate Called tag. 
    Trigger Additional 6
  • Click the blue Apply button.
    Trigger Additional 7
  • You can choose to Save as New or simply X out of the filters (top right).
    Trigger Additional 8
  • Next, select all contacts on the list. Remember, you have filtered out contacts who have already been called.
    Trigger Additional 9
  • Click on the Add Tag button.
    Trigger Additional 10
  • Add the tag that triggers your workflow!
    Trigger Additional 11