Today, I’ve got a HighLevel hack for you that’s so easy, you’ll probably be wondering what’s the point of even adding it to your repertoire…
What we’re talking about is pre-planning holiday promotions. And with no beating around the bush, here’s…
Why You’ll Want to Schedule Your Holiday Campaigns in Advance
If you’re a business owner, it’s pretty simple – spend just a couple hours and you’ll have all your campaigns set for the dozen or so holidays in the entire year, saving you a ton of time and effort…
But if you’re a marketing agency, then the benefits go even further…
That’s because you can add pre-planned holiday promotions as a feature of your service and add it to your standard onboarding procedure to create more perceived value and increase the cost of your packages with minimal effort on your part…
It’s a win-win for you AND your clients.
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So, how do you pre-plan holiday promotions with HighLevel? It’s literally a two-step procedure:
- Create a holiday campaign
- Create a custom date trigger
Let’s take a look at those two steps in detail…
Step 1: Create Your Holiday Campaign
We’re going to use July 4th as an example, but really you can use this hack for any holiday or annual event that always falls on the same day…
First, we’ll create a campaign and call it 4th of July (Marketing → Campaigns → Create Campaign)…
And within that newly-created campaign, we’ll add a single email event:
We’re just putting in some demo text now, but imagine that you use this campaign for anything you want, like…
- Announcing a special offer/promotion
- Inviting clients to a holiday event
- Wishing them a happy holiday
Or any other kind of promotion you can come up with.
Great! Now, we’ve got our quick campaign built and we can move on to…
Step 2: Create Your Custom Holiday Trigger
What you’re going to do is tell HighLevel to fire off this campaign to ALL the contacts in the system every July 4th…
And the way you do that is create a custom trigger rule. We’ll call ours 4th of July:
Now, when you open up that rule, you’ll set the following triggers and actions:
For your trigger event, select Custom Date Reminder…
Then set the Month is and Day is filters to July and 4th.
In the right column, you only need to choose Add To Campaign and then select the holiday campaign you built in the first step.
And just like that, we’re done!
Now every year on July 4th, your client’s contacts will receive an email…
You could leave it as-is to keep the brand top of mind, or change an offer or promotion in a snap by simply editing the campaign.
Sure, this is a basic HighLevel hack, but it can be extremely powerful when used properly. And it’s that perfect blend of client benefit and minimal effort that your marketing agency should be using to enhance your packages.
For more time-saving, productivity-boosting, and value-adding tweaks and tricks, don’t forget to…
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Note: The screenshots and idea for this article come from Chase Buckner’s excellent YouTube video describing this process. You can see the video here.