GHL Snippet Cleaning & Workflow QA

Accessing the Correct Sub-Account

• Log into GoHighLevel (GHL) → choose the target sub-account.
– Health & Wellness (personal-service niche) for the first pass.
– Home-Service version-2 sub-account for the second pass.

Creating / Editing Snippets (Folder “1 C”)

• Navigate: Automations → Snippets → Folder 1 C.
• Click “New Snippet” or open an existing one for editing.
• Keyboard flow
– \text{Ctrl+A} – select all existing text.
– Format everything to 15 px (consistent font/size across sub-accounts).
– Remove double spaces, stray “box” characters, or trailing blanks.
– Use \text{Shift+Enter} for deliberate line breaks; otherwise delete excess empty lines.
• Quality checklist before saving
– Subject and Body both use the updated 15 px format.
– Verify niche-specific wording (health & wellness vs. home-service).
– Confirm internal and external links are live (open each once).
• Save the snippet.

Cloning Snippets Between Sub-Accounts

• In the Home-Service (v2) account open the same snippet “AR-B 1.1.1”.
• \text{Ctrl+C} to copy, \text{Ctrl+V} (or B) to paste into the new record.
• Run the same cleaning steps: strip extra spaces, enforce 15 px, then save.

Building / Reviewing Workflows

• Go to Automations → Workflows.
• Basic test contact
– Add Contact → First Name: Test
– Email: test@example.com (opt-in status ON) → Save.
• Inside the workflow open each step in a new tab (helpful on smartphones).
• Folders: everything except 1 C should still point to the same snippet set.
• Action block checklist
– Type: choose Internal Note, Email, or SMS Template correctly.
– Action Name ↔ Template Name must match for clarity.
– Paste the cleaned snippet content → Save.

Manual Test Run

• Click “Test Workflow” → Run Test.
• Review Enrollment History:
– Skip/continue prompts until finished.
– Confirm new status reached.
• Validation
– Check that the test email actually arrived (inbox, spam, or Discord alerts).
– Make sure hyperlinks render, no “broken-link” errors.

Form-Triggered Workflow Test

• Trigger: Sites → Forms → locate Re-Consultation form.
• Open form (View) and submit with dummy data:
– Last Name: Login
– Phone: random 10-digit number.
– Address & Service fields filled.
• Confirm:
– Form ⇒ Workflow trigger fires automatically.
– Enrollment History logs the submission.
• If duplicate contacts appear, delete the extra record and retest.

Troubleshooting & Final QA

• Missing Activity? Open Contact → Activity → Forms to confirm the record.
• Spaces/Margin issues? Re-open snippet, repeat 15 px format + space cleanup.
• Always cross-check:
– Email/SMS preview
– Discord or other webhook channels
– Links inside snippets
• Repeat for each niche (Health & Wellness vs. Personal vs. Home-Service).

Quick Reference – Keyboard Shortcuts

• \text{Ctrl+A} – select all.
• \text{Ctrl+C} – copy.
• \text{Ctrl+V} – paste.
• \text{Shift+Enter} – soft line break.

Outcome

• Snippets are uniform (15 px, no excess spaces).
• Workflows point to the correct, cleaned templates.
• Manual + form-trigger tests confirm delivery, proper status updates, and zero broken links.
• Sub-accounts stay organized and ready for production.