GHL User Custom Deletion Notification

In automation workflows like GoHighLevel (GHL), when a user is deleted from the system, it can cause some challenges, especially in terms of sending messages, managing data, and ensuring proper communication flows. Let’s look at the potential challenges and solutions when it comes to automating user message delivery after a user has been deleted in GHL.

Challenges

Message Delivery Failures:

Cause: If a user is deleted, the system no longer recognizes the contact, so any automated messages that are intended to go to that user might fail or not be delivered.
Impact: Lost communication, failed follow-ups, or missed engagement.

Automations Still Triggered for Deleted Users:

Cause: Some workflows or triggers may not account for the fact that a user has been deleted, causing automation to continue trying to reach them.
Impact: Unnecessary workflows, errors, and wasted resources as the system still attempts to process actions on a non-existent contact .

Loss of Historical Data:

Cause: Deleting a user can also result in the loss of important historical data (e.g., messages, interactions) that could have been used for reporting or follow-ups.
Impact: Incomplete insights and possible loss of context in customer relationships.

Error Handling and Notifications:

Cause: In some cases, the system may not notify you that an automation failed due to a deleted user.
Impact: Lack of visibility into automation errors, leading to potential missed opportunities.

Data Integrity Issues:

Cause: The deletion process may not be fully synced with automations, leading to inconsistencies between user data and the automation flow.
Impact: Messaging errors, such as sending to the wrong person or irrelevant content.

Solutions
Implement Deletion Triggers:

Solution: Set up a trigger in the automation workflow that detects when a user is deleted. For example, you can check whether the contact exists in your database before sending messages. If the user no longer exists, prevent the automation from proceeding or log a notification.
Tip: You can also set up notifications to alert the team whenever a contact is deleted.
Use Conditional Logic:

Solution: Add conditional steps within your automation to verify the existence of the user before sending any messages. You can use an “If-Else” step or similar to check if the user is still in the system.
Tip: This can help ensure that messages are only sent to valid contacts.
Archiving Rather Than Deleting:

Solution: Instead of deleting users outright, archive or deactivate them. This allows you to preserve their data for future reference while ensuring they don’t receive further communication.
Tip: Archiving might be a better solution if you may need to reactivate contacts in the future, as it allows for easier recovery of lost data.
Update Automation Workflows Regularly:

Solution: Regularly review and update your automation workflows to account for user deletions or any other system changes. Make sure the automation are flexible enough to handle these cases.
Tip: Set reminders or schedule periodic audits of your system to ensure it’s working correctly.
Use Webhooks or API Calls:

Solution: If your automation platform allows, you can use webhooks or API calls to check the status of users in real-time. If a user is deleted, the API can prevent messages from being triggered.
Tip: This is a more advanced solution, but it offers greater flexibility and control over your messaging flows.
Notify Team Members:

Solution: Set up a workflow to notify your team if a user is deleted. For example, a webhook can send an internal email or Slack notification whenever a user is deleted, giving you the chance to manually intervene if necessary.
Tip: This ensures the team can quickly resolve issues when they arise and prevent missing or delayed follow-ups.
Backup Critical Data:

Solution: Before deleting users, back up critical communication data or user details. Consider exporting important contact information and interaction history to an external system for future use.
Tip: Use GHL’s export features or integrate with third-party tools like Google Sheets or Zapier to create backups automatically.

Error Handling in Messaging:

Solution: Set up error handling protocols within your automations, so if a message fails to send due to a deleted user, you’re alerted, and the system tries another action, like sending a notification to a human representative.
Tip: A well-designed fallback strategy ensures that communication doesn’t break down completely.