Financial Seminar Backend Training

Module 6 of 12

Update Workflow 8 With Current Seminar Events

Replace the manually entered event details inside the No Show/Canceled workflow so contacts receive accurate seminar dates, venues, and registration links.

What to show on screen

  • Locate Workflow 8 in the client's HighLevel sub-account
  • Open the Day 3 email inside the No Show/Canceled workflow
  • Replace outdated event names, dates, venues and registration links
  • Save the email and the workflow, then set a recurring review reminder

Workflow 8 controls the No Show/Canceled follow-up email that goes out on Day 3. The seminar list inside that email is entered manually, which means it is accurate only when someone actively maintains it. Outdated event names, old venues and broken registration links will continue sending to contacts until they are replaced.

What you'll complete

  • Update the Day 3 upcoming seminar list
  • Replace outdated event names, dates, venues, and registration links
  • Save the email changes
  • Save the workflow
  • Create a recurring reminder to review Workflow 8

Remove completed events immediately

Outdated seminar information will continue sending until it is manually updated. As soon as an event passes, is rescheduled, moved, or given a new registration link, Workflow 8 must be opened and corrected.

You are ready for the next module when you understand:

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