Automation available with setup

Form submissions dropping

Plan a form review when submissions fall below their recent comparison level.

Watch the playbook

Form submissions dropping | HighLevel Client Retention Automation (GoCSM)Watch on YouTube

The client problem

Their form submissions fell 30% or more over the last 2 weeks — a form may be broken.

What GoCSM looks for

Form submissions over the last 2 weeks are at least 30% below the weekly average of the 4 weeks before.

What to do next

  1. Review the submission decline.
  2. Prepare a task to test the main forms.
  3. Discuss form or page issues.

Before you start

  • Install GoCSM's PlayBooks folder in HighLevel, then check the wording and recipients and publish the "GoCSM - Form submissions dropping" workflow.
  • Needs about 6 weeks of form history; newer or low-volume accounts are skipped (not part of the Login Activity plan).

Reading this guide sends nothing. Messages go out only from a workflow you review and publish in your own HighLevel account.

70 playbooks. 48 install as ready workflows.

Prebuilt HighLevel workflows install for you on Basic, Pro and Premium. Annual plans include setup with our team.

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