Go High Level (also simply called "High Level") is an all-in-one online marketing platform designed primarily for digital marketing agencies, offering features like lead capture, CRM (customer relationship management), marketing automation, website building, and appointment scheduling, allowing users to manage client relationships and marketing campaigns within a single platform; essentially a suite of tools to streamline client management and lead generation for agencies and businesses.

Users of High Level can now use Workflows to automatically trigger IgnitePOST handwritten cards to contacts at specific points within a workflow.

Read on for more details on how to leverage this  feature to send highly personalized handwritten note campaigns from any point within a High Level Workflow.

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1. Log in to your IgnitePOST Account

If you don't have an IgnitePOST Account yet, click here to create a FREE account. Once logged in, navigate to the 'Letter Templates' area by first clicking on the 'Letter Templates' link at the top of the dashboard and then click the orange 'Create Letter Template' button.

We're going to create a letter template on IgnitePOST using the letter template designer. Once you have created a letter template on your IgnitePOST dashboard, we'll move over to Salesforce and show you how to trigger it.

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2. Use the IgnitePOST Letter Template Designer to design your handwritten card

First start by giving your Letter Template a descriptive name.  This is for your internal use only, but since you can create as many Letter Templates as you want, it's a good idea to give each one a descriptive name.

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3. Fill in Default Values

Fill in the default values you wish to use for your Return Address as well as card message. Since there is a limited space on the cards, we recommend typing out your card message here, where you're able to see a preview of the message and ensure it will fit on the card. Remember, when you trigger the handwritten card from your  workflow, you can overwrite every part of the card. However, using the designer here is the easiest way to set the card up first.

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4. Select your Card Image

Select the card image you wish to use on the front of the card. You can choose an image from our card image library, or you can choose to upload your own image! Once you are happy, click the 'Create' or 'Update' button to save your letter template. Once you have saved your template, make a note of the template ID.

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5. Trigger your Letter Template from High Level

Now that you have your letter template set up, let's head over to High Level and trigger that letter template at the appropriate time. To do so, log in to your High Level account and navigate to the Workflow where you would like to trigger your handwritten letter (or create a new Workflow from scratch).

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Click the plus "+" icon to add an action where you'd like the handwritten card triggered.

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In the 'Actions' menu, select "Send Internal Notification" and then select "Email" as the notification type:

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Select "Custom Email" as the To User Type and enter 'Operator[at]ignitepost.com' as the recipient email. The subject of the email should be the word 'handwritten':

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In the message, use the template provided below to copy and paste into the message body. Once you have done this, fill in the variables between the square brackets with the correct custom values from High Level

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6. Save & Publish the Action

Make sure to save the action as well as save the updated Workflow in High Level. Before using the workflow, you'll have to toggle the workflow to the Published position:

You can also click the 'Test Workflow' button to send a sample contact down the workflow. When this happens, IgnitePOST will email you a preview of what your handwritten note would have looked like if your API key was in "Live Mode" instead of "Test Mode". Feel free to test out your workflow as much as you'd like and make sure the correct variables are being pulled into your messages.

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7. Turn your IgnitePOST API to Live Mode

After your workflow is set up and published, the final step is to turn your API key into 'Live Mode'. Only an IgnitePOST Support Representative can do this for you, so when you are ready, please email "support[at]ignitepost.com" and request that your API be switched into Live Mode.

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From here, your automation is live and ready to be used!   Any time a contact reaches this point in your workflow, a handwritten card will be written and mailed!

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Happy Mailing!