GoHighLevel Workflow Offer Trigger

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How to Use the GoHighLevel Offer Access Granted Workflow Trigger

In this step-by-step guide, you will learn how to use the Offer Access Granted workflow trigger in GoHighLevel to automate actions when a customer gains access to one of your offers. While tools like ClickUp help manage internal tasks, GoHighLevel focuses on automation tied directly to your leads, contacts, and digital products. This article walks you through configuring the trigger, customizing filters, and building follow-up automations.

What the GoHighLevel Offer Access Granted Trigger Does

The Offer Access Granted trigger in GoHighLevel fires whenever a contact is granted access to a specific offer or product inside your account. This is commonly used for:

  • Delivering confirmation emails after a purchase
  • Enrolling customers into onboarding workflows
  • Tagging contacts based on the offer they received
  • Starting post-purchase follow-up sequences

Understanding how this trigger operates is essential for building reliable automations that launch at the exact moment access is granted.

Where to Find the Offer Access Granted Trigger in GoHighLevel

To start using this feature in GoHighLevel, you first need to navigate to the workflow builder and add the correct trigger type.

  1. Log in to your GoHighLevel account.

  2. From the left-hand menu, go to Automation.

  3. Click on Workflows to open the workflow list.

  4. Click + Create Workflow or open an existing workflow where you want to add this trigger.

  5. In the workflow, click Add Trigger.

  6. Search for or select Offer Access Granted from the list of available triggers.

Once selected, you will see configuration options that determine when and how the trigger should run.

Configuring the Offer Access Granted Trigger in GoHighLevel

After selecting the Offer Access Granted trigger in GoHighLevel, configure its options so it fires only under the desired conditions.

Basic Trigger Options in GoHighLevel

When editing the trigger, you will typically see options similar to:

  • Trigger Name – An internal name so you can recognize the purpose of the trigger.
  • Filter Type / Conditions – Filters to control which offer access events will start the workflow.
  • Trigger on – The event type related to access being granted to an offer.

Name your trigger clearly, for example: “Offer Access Granted – Course A Onboarding”. This is especially useful when your GoHighLevel account contains many workflows.

Filtering by Specific Offers in GoHighLevel

The most important configuration is filtering the trigger by offer. You usually do not want every offer in your system to start the same workflow.

  1. In the trigger settings, locate the Filter or Conditions area.

  2. Choose a filter such as Offer or Offer Name.

  3. Select the specific offer (for example, a course, membership, or digital product) for which access should start this workflow.

With this filter applied, the workflow will only start when access is granted to that exact offer, preventing unwanted automation for other products.

Building an Automation Around the GoHighLevel Offer Trigger

Once the Offer Access Granted trigger is configured, you can design a workflow that runs automatically in GoHighLevel every time access is granted.

Common Workflow Steps After Offer Access in GoHighLevel

Here are typical steps you might add to the workflow after the trigger:

  • Send Email – Welcome the customer, share login instructions, or confirm the purchase.
  • Add Tag – Tag the contact with the offer name for better segmentation.
  • Wait – Delay follow-up messages by hours or days.
  • Send SMS – Provide quick access links or ask if they need help.
  • Add to Campaign – Enroll them into a longer-term nurture or onboarding campaign.

These actions help you build a complete post-purchase journey inside GoHighLevel.

Step-by-Step Example Workflow

Here is a simple example of how to structure a workflow using the Offer Access Granted trigger:

  1. Trigger: Offer Access Granted (filtered to your specific offer).

  2. Action: Add Tag – “New <Offer Name> Customer”.

  3. Action: Send Email – “Welcome to <Offer Name>” with login or access details.

  4. Wait: 1 day.

  5. Action: Send Email – check-in message asking if they accessed the content successfully.

  6. Wait: 3 days.

  7. Action: Send SMS – quick reminder or support offer.

This kind of automated sequence ensures every new customer receives a consistent, timely experience through GoHighLevel.

Best Practices for Using Offer Access Triggers in GoHighLevel

Follow these best practices to keep your automations accurate and manageable.

Use Clear Naming Conventions

When your GoHighLevel account grows, you may have multiple offers and workflows. Use clear names such as:

  • “Offer Access Granted – VIP Membership”
  • “Offer Access Granted – Course B”

This makes it easier to understand what each workflow does at a glance.

Test the Workflow Before Going Live

Always test your Offer Access Granted workflows in GoHighLevel:

  1. Create or use a test contact.

  2. Grant access to the offer you used in the trigger filter.

  3. Check the contact record to confirm they entered the workflow.

  4. Verify each action (emails, tags, SMS, waits) behaves as expected.

Testing helps you avoid sending incorrect or duplicate messages to real customers.

Keep Offer-Specific Logic Separate

It is often better to create separate workflows for each offer instead of trying to manage many conditions inside one large workflow. This keeps your GoHighLevel automations easier to read, update, and troubleshoot.

Troubleshooting Offer Access Granted Issues in GoHighLevel

If your automation does not run as expected, review these common checks:

  • Correct Trigger Type: Confirm you used the Offer Access Granted trigger, not a different one.
  • Offer Filter: Make sure the selected offer matches the product to which access was granted.
  • Workflow Status: Confirm the workflow is set to Published or Active.
  • Contact Conditions: Verify there are no additional conditions blocking contacts from entering the workflow.
  • Access Event: Ensure access was actually granted through the correct mechanism in your account.

If necessary, compare your configuration to the official GoHighLevel documentation for this trigger, available at this Offer Access Granted help article.

Next Steps for Optimizing Automations with GoHighLevel

Once your Offer Access Granted workflow is working, consider expanding your automation strategy across other triggers, such as purchases, form submissions, or pipeline stage changes. A well-planned system in GoHighLevel can handle:

  • Lead nurturing
  • Client onboarding
  • Membership engagement
  • Reactivation campaigns

For more strategies on optimizing automations and integrating GoHighLevel into a broader marketing and operations stack, you can explore additional resources from agencies experienced with advanced setups, such as Consultevo.

By correctly configuring the Offer Access Granted workflow trigger, you ensure that every time a contact gains access to an offer in GoHighLevel, they receive immediate, automated support and communication tailored to that specific product.

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