π How to Send Internal Notifications to Groups in GHL
π― What will you learn?β
In this tutorial, you'll learn how to send internal notifications to WhatsApp groups directly from GHL using automations. This is perfect for alerting your team about new leads, sales, or any important event!
π‘ What is it for? Internal notifications allow you to keep your team informed in real time about important events, such as new leads, completed sales, confirmed appointments and much more!
β Prerequisitesβ
Before starting, make sure you have:
| Requirement | Description |
|---|---|
| STEVO Instance | Connected to V2 (new front) |
| Groups enabled | Groups functionality enabled in STEVO |
| Group created | A WhatsApp group to receive notifications |
π Identifying the STEVO Versionβ
It's important to know if you're on V1 or V2:
| Version | Characteristics |
|---|---|
| V1 (Stevo Manager) | Old front, different layout |
| V2 (Current) | New front, more modern and intuitive |
β οΈ Important: This tutorial only works with STEVO V2. If you're on V1, contact support to migrate.
π Complete Step by Stepβ
Step 1: Enable Groups in STEVOβ
- β Access your STEVO instance on V2
- β Go to Groups
- β Enable the "Display in GHL" functionality
- β All your groups will appear in GHL automatically
Step 2: Create a Group (if necessary)β
If you don't have a group for notifications yet, create one:
- β Click on "Create Group"
- β Fill in ALL required fields:
| Field | Required | Format |
|---|---|---|
| Group name | β Yes | Free text |
| Description | β Yes | Free text |
| Group photo | β Yes | Image URL |
| Participants | β Yes | With country code + area code (e.g.: 5527999999999) |
β οΈ Attention to number format: Participant numbers MUST contain the country code (e.g.: 55 for Brazil, 1 for USA), area code and complete number. Example: 5527999999999
Step 3: Copy the Group Number in GHLβ
Now you need to get the group's phone number:
- β Access GHL
- β Go to Conversations
- β Search for the group name you created
- β Click on the group
- β Go to Contact
- β Copy the phone number of the group
π‘ Tip: The group works as a normal contact in GHL. That's why you can send messages to it through the phone number!
Step 4: Create the Automationβ
Now let's create the automation that will send the notifications:
- β Access Automations in GHL
- β Create a new automation
- β Choose a trigger
Trigger example:
| Configuration | Value |
|---|---|
| Trigger | Tag Added |
| Filter | Tag name (e.g.: "new-lead") |
Step 5: Configure Notification Sendingβ
- β Add a "Send SMS" action
- β Choose "Custom Number"
- β Paste the group number you copied
- β Write the notification message
- β Save the action
Message example:
π¨ NEW LEAD!
Name: {{contact.first_name}} {{contact.last_name}}
Phone: {{contact.phone}}
Email: {{contact.email}}
Contact as soon as possible!
Step 6: Publish and Testβ
- β Publish the automation
- β Save the changes
- β Test by adding the tag to a contact
- β Check if the message arrived in the group
π Use Casesβ
| Situation | Trigger | Message |
|---|---|---|
| New Lead | Tag "new-lead" added | π¨ New lead: {{contact.name}} |
| Sale Completed | Opportunity won | π° Sale closed: ${{opportunity.value}} |
| Appointment | Appointment created | π
New appointment: {{appointment.date}} |
| Support | Tag "urgent-support" | π΄ Urgent support: {{contact.name}} |
| Follow-up | Response received | π¬ {{contact.name}} replied! |
π‘ Advanced Tipsβ
π¨ Customize Your Notificationsβ
Use emojis and formatting to highlight messages:
| Type | Suggested Emoji |
|---|---|
| Urgent | π¨ π΄ β οΈ |
| Sale | π° π β |
| Appointment | π ποΈ β° |
| Support | π π¬ π§ |
| Information | βΉοΈ π’ π£ |
π Use Dynamic Variablesβ
Take advantage of GHL variables to enrich messages:
| Variable | Description |
|---|---|
{{contact.first_name}} | Contact's first name |
{{contact.phone}} | Contact's phone |
{{contact.email}} | Contact's email |
{{opportunity.name}} | Opportunity name |
{{opportunity.value}} | Opportunity value |
β οΈ Troubleshootingβ
| Problem | Solution |
|---|---|
| Group doesn't appear in GHL | Check if "Display in GHL" is enabled |
| Message doesn't arrive | Confirm the group number is correct |
| Error creating group | Fill in ALL required fields |
| Automation doesn't trigger | Check if automation is published |
π― Next Stepsβ
Now that you know how to send internal notifications:
- β Create your notifications group
- β Set up your first automation
- β Test the sending
- β Create notifications for different events
- β Customize messages with variables
- β Keep your team always informed!
π Team Always Connected!β
With internal notifications in GHL via STEVO, your team will never miss an important lead or sales opportunity again. Real-time communication directly on WhatsApp!