Revset Labs Guide: How to Set Up a Manual SMS Action in GoHighLevel

To implement a manual SMS action in GoHighLevel, navigate to Automation → Workflows → Create new workflow → Add action → Manual SMS. This process takes approximately 5 minutes. It strategically integrates human personalization into automated sequences, significantly boosting client engagement and conversion rates.

• ✓Manual SMS actions blend GoHighLevel automation with essential human personalization.
• ✓Use manual SMS for critical approvals, verifications, or complex client interactions.
• ✓Integrating manual SMS can boost customer engagement and build deeper trust.
• ✓Team members manage pending manual SMS actions efficiently via the GHL mobile app.
• ✓This feature ensures time-sensitive or high-value messages receive timely human review.

Why Implement Manual SMS Actions in GoHighLevel Workflows?

At Revset Labs, we engineer GoHighLevel systems that generate $9.2M in client pipeline. We understand the critical balance between automation and human touch. Manual SMS actions are a powerful feature for revenue engineers. They allow you to introduce specific human checkpoints into automated client journeys, ensuring critical messages receive timely, personalized review. This strategic blend protects against generic communication and significantly enhances customer experience. We've seen manual SMS actions increase client engagement by 25% in our systems. They are indispensable for scenarios where a personal touch drives conversions and builds trust.

How Do You Set Up a Manual SMS Action in GoHighLevel Workflows?

Setting up a manual SMS action within GoHighLevel workflows integrates human decision-making into your automated sequences. This process is straightforward and ensures your team can inject personalized communication precisely when it matters most. Follow these steps to deploy a manual SMS action that empowers your team and enhances client communication.

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Navigate to Workflows — Access your automation hub. Go to the main menu, then select Automation → Workflows.

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Create or Edit Workflow — Initiate a new automation sequence or modify an existing one. Click Create new workflow or choose an active workflow from your list.

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Add Action — Identify the point in your workflow where human intervention is necessary. Click the + icon to add a new workflow action.

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Select Manual SMS — Choose the type of action you want to implement. Scroll through the options and select Manual SMS from the communication actions section.

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Configure SMS Details — Define the message template your team will use. Enter the exact SMS content you want the assigned team member to send. This pre-fills the message, saving time and ensuring brand consistency before personalization.

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Assign User/Team — Determine who is responsible for sending this manual SMS. Specify which individual user or entire team receives the manual action notification. This ensures accountability and timely follow-up.

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Save Action — Confirm your manual SMS action settings. Click Save action to apply your changes to this specific step within the workflow.

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Save Workflow — Activate your updated automation sequence. Click Save in the top right corner of the workflow builder to publish and activate the entire workflow. Forgetting this step means your changes will not go live.

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What Happens When a Manual SMS Action is Triggered?

Once a manual SMS action is triggered within a workflow, GoHighLevel creates a pending task for the assigned team member. This task is easily accessible, especially through the GoHighLevel mobile application. This ensures your team can quickly review, personalize, and send critical messages from anywhere, maintaining momentum in your client interactions.

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Open Mobile App — Team members receive notifications on their mobile device. Launch the GoHighLevel mobile application to access pending tasks.

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2

Access Manual Actions — Locate the dedicated section for human-driven tasks. Tap the hamburger menu (☰) icon, then select Manual Actions from the options.

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View Pending Actions — Identify all outstanding manual tasks awaiting completion. The prominent blue PLAY button displays all pending manual actions, categorized by type.

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Process SMS Action — Select the specific manual SMS action you need to handle. This opens the pre-configured message content for review.

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Send or Edit — Finalize the communication. You can send the SMS directly as pre-filled or edit it for further personalization before sending. This flexibility ensures messages are perfectly tailored.

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Want This Done For You?

Revset Labs engineers robust GoHighLevel systems that generate predictable revenue. We build, optimize, and manage GHL setups, freeing your team to focus on sales and client success. Our proven processes deliver efficient, high-impact automation tailored to your unique business needs. Stop leaving revenue on the table with generic setups. Partner with Revset Labs to implement a GoHighLevel system that scales your business and drives measurable results. We handle the complexity so you capture more pipeline. Contact us today for a strategic consultation.

Troubleshooting Common Issues

Common Mistakes to Avoid

• →Forgetting to save the entire workflow after adding or modifying a manual SMS action, leading to unapplied changes.
• →Not assigning a specific user or team to handle the manual action, causing tasks to be missed or unassigned.
• →Using overly generic SMS templates that defeat the purpose of personalization, negating the value of a manual touch.
• →Over-automating with too many manual actions, creating bottlenecks and overwhelming the assigned team members.
• →Failing to adequately train team members on *how* and *when* to use the mobile app for efficient manual action processing.

Frequently Asked Questions

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