Client Onboarding Guide: Setting Up ManyChat and GoHighLevel Integration
Welcome to AI Express, where we're excited to assist you through the process of setting up ManyChat and GoHighLevel to enhance your lead capture and email marketing efforts. You can sit back and relax while we handle the technical development, such as flow creation. All we need from you is valuable information. Let's get started!
1. Preliminary Preparations:
Before we begin, let's ensure everything is ready:
Ensure Access: Verify that you have access to your ManyChat and GoHighLevel accounts with the necessary permissions.
Define Keywords: Let's define the specific keyword(s) for triggering interactions on Instagram, ensuring it aligns perfectly with your goals.
2. Instagram Setup:
We'll take care of optimizing your Instagram account:
Business Account: Confirm that your Instagram account is set up as a Business account.
3. ManyChat Setup:
We will handle the development work in ManyChat:
Step 1: Creating a Keyword Trigger
We'll log in to your ManyChat account.
In ManyChat, we'll navigate to "Growth Tools."
We'll create a new Keyword Trigger and configure it to respond to the specific keyword(s) we've defined.
Step 2: Designing a Flow
Our team will design the flow for a seamless interaction:
We'll configure the flow to include an initial auto-response message.
We'll utilize ManyChat's actions to send an Instagram Direct Message (DM) to the user who opts in via the keyword.
Step 3: Collecting Email
We'll take care of making it easy for users to share their email:
In the DM flow, we'll include a message asking the user for their email. Quick replies or buttons can be used to simplify the process.
4. Integration with GoHighLevel:
We'll manage the integration between ManyChat and GoHighLevel:
Step 1: Creating a Webhook or API Integration
We'll log in to GoHighLevel.
We'll establish an integration with ManyChat through a webhook or API, ensuring a seamless transfer of data from ManyChat to GoHighLevel.
5. Data Collection and Transfer:
We'll handle the technical aspects:
Step 1: Setting Up Actions in ManyChat
In your ManyChat flow, we'll use ManyChat's built-in actions to send the collected email addresses to GoHighLevel through the webhook or API integration.
6. Launch and Monitor:
After meticulous preparations, we'll launch the integration:
Once everything is set up and tested, we'll launch the ManyChat and GoHighLevel integration for keyword-triggered lead capture and email campaigns.
We'll continue to monitor performance and make adjustments as needed for ongoing success.