Introduction
Saving time and streamlining processes is essential for any successful business, and with HighLevel, you can easily automate the creation of licenses for your packages and/or plans. This tutorial will guide you through the exact strategies to set up this automation, eliminating the need for manual input and allowing for seamless distribution of your packages and/or plans.
How to automate License Creation in HighLevel [GHL]
The first step in automating license creation is setting up your product for sale in GHL and pricing it appropriately. This example will use a product priced at $297 per month, but you can constantly adjust the price to fit your specific offer.
How to Set Up the Automation
Once your product is ready, you can set up an automation in GHL to trigger when the product is sold. This automation will then send all necessary data to a webhook, creating a streamlined process for license creation.
Follow these steps to set up the automation:
How to set up a product in HighLevel [GHL]
Create a product in HighLevel's "Products" section.
Ensure the product matches the intended offer and set a price.
Creating an Automation for License Creation
Navigate to the "Automation" section in GHL.
Create a new workflow and set the trigger as "order submitted" for the created product.
Add a filter to specify the product.
Configuring the Webhook
Add an action in the automation for a webhook.
Include parameters like first name, last name, email, password, and verification key. This info can be found on the Dashboard by clicking "Show transaction data and key" on the package for which you want to set up the webhook under Dynamic Packages.
Map these parameters with the corresponding data from the order form you've created in HighLevel, ensuring accuracy in names and formats.
Below is an example of how to map the data from your package in HighLevel
Set a standard password for all licenses (e.g., "Leads123!") for easy inclusion in outgoing emails.
Finalizing the Webhook URL
Obtain the unique URL from the GHL dashboard and insert it into the webhook setup.
Save the webhook configuration.
Email Notification Setup
Ensure you have the SMTP feature setup to automatically send welcome emails with login info.
Testing and Deployment
After setting up, you can test the automation to ensure it works correctly.
Deploy it to start automating license creation for new sales.
By following these strategies, you can efficiently automate the creation and distribution of licenses for your packages and/or plans sold through HighLevel, enhancing the efficiency and scalability of your sales.
💡 Tip
Need more help? Get more support from the HighLevel Community or Support when creating an automation workflow.