Customize Client Portal Emails in High Level | BridgetBartlett.com

Introduction

This tutorial will guide you through the process of customizing client portal emails in High Level. This newly released feature allows you to tailor email communications based on user actions within the portal. By following these steps, you can enhance user engagement and improve the client experience.

Step 1: Access the Email Customization Feature

1. Log into your High Level account.
2. Navigate to the Settings section by clicking on the gear icon in the lower-left corner.
3. Select the Email section to access the customization options.

Step 2: Choose Email Triggers

1. Identify the actions that will trigger emails. Common triggers include:
   • User registration
   • Password reset requests
   • Appointment confirmations
2. Select the specific action from the list provided to start customizing the corresponding email.

Step 3: Customize Email Content

1. Edit the subject line to reflect the purpose of the email clearly.
2. Modify the body text to ensure it aligns with your brand voice. Consider including:
   • A greeting
   • Relevant information based on the trigger
   • A call to action (e.g., “Log in to your portal”)
3. Utilize placeholders to personalize messages. For example:
   • %FIRST_NAME% to address the recipient by name.
4. Preview your email to ensure it appears as intended.

Step 4: Set Up Email Timing

1. Determine when the emails should be sent following the trigger. Options may include:
   • Immediately after the action
   • Delayed by a specific time frame (e.g., 1 hour, 1 day)
2. Adjust the timing settings to fit your customer communication strategy.

Step 5: Test Your Email Setup

1. Send test emails to verify that everything is functioning correctly.
2. Check for any issues such as broken links, missing information, or formatting errors.
3. Make necessary adjustments based on your test results.

Conclusion

Customizing client portal emails in High Level is a straightforward process that can greatly enhance user engagement. By tailoring email content and setting specific triggers, you can ensure that your communication is timely and relevant. After implementing these steps, consider monitoring the effectiveness of your emails and making adjustments as needed to continuously improve user experience.