GoHighLevel Email Marketing Tutorial ❇️ Campaigns, Templates, and Workflows

Introduction

This tutorial provides a comprehensive guide to using GoHighLevel for email marketing. You will learn how to create email templates, set up automation workflows, and manage email campaigns effectively. Whether you are new to email marketing or looking to streamline your existing processes, this guide will help you navigate GoHighLevel's features with ease.

Chapter 1: Setting Up Email Templates

Creating a master email template is the first step in organizing your email marketing efforts. Follow these steps to set up your template:

1. Navigate to Marketing and then Emails.

2. Select Templates at the bottom of the page.

3. Click on "New" to create a new template.

4. Choose to start from a blank template or select an existing one for inspiration.

5. Use the Design Editor to customize your template:

   • Name the template (e.g., Master Template).
   • Add a logo at the top by using the image module.
   • Set the background to full width and adjust to a plain white background if desired.
   • Insert a footer module that includes:
     • An unsubscribe link (required for compliance).
     • Your mailing address to comply with the CAN-SPAM Act.

6. Add any additional text you want to include in every email, such as a signature.

7. Save your template.

Practical Tips

• Use a consistent font and size for readability.
• Consider leaving space for personalized greetings in your emails.

Chapter 2: Creating Email Campaigns

Once your template is ready, you can start creating your email campaigns. Here’s how:

1. Duplicate the Master Template:

   • Go back to the Templates section.
   • Find your Master Template and click the duplicate button.
   • Name the new template according to its purpose (e.g., Newsletter Welcome Email).

2. Customize the Email Content:

   • Use the Content AI feature to generate text or write your own.
   • Insert placeholders for personalized fields (e.g., first name).
   • Add links to your community or relevant resources.

3. Save Your Email Template:

   • Click on "Save Template" after finalizing the content.
   • Pre-fill settings under the three dots for sender details and subject lines for efficiency.

Common Pitfalls to Avoid

• Ensure that all personalized fields are correctly set to avoid sending generic emails.
• Preview your emails to check formatting and links before sending.

Chapter 3: Setting Up Workflow Automation

With your templates created, you can now set up automated workflows.

1. Navigate to Automation and select Workflows.

2. Click on "Create Workflow" and name it (e.g., Funnel Scene Follow-Up Series).

3. Set Up Workflow Triggers:

   • Choose how contacts will enter the workflow (e.g., form submission).
   • Add a trigger by selecting the specific form used for sign-ups.

4. Add Email Actions:

   • Click on "Send Email" and select your previously created template.
   • Configure the email settings (e.g., from name, subject line).
   • Set up a delay (wait time) between emails to avoid overwhelming recipients.

Real-World Applications

• Use workflows to nurture leads by sending a series of educational emails.
• Automate follow-ups for new subscribers to keep them engaged.

Chapter 4: Managing Email Campaigns

To send live campaigns:

1. Go to the Email Campaigns section and click on "New Campaign."
2. Choose your master template and customize the content as needed.
3. Select recipients (you can create segments or smart lists).
4. Decide whether to send immediately or schedule for later.

Tracking Performance

• After sending, monitor the statistics of your campaigns (open rates, clicks, etc.) to assess performance.

Conclusion

You now have the knowledge to create effective email templates, automate workflows, and manage email campaigns in GoHighLevel. By following these steps, you can streamline your email marketing efforts and ensure consistency in your communications. For next steps, consider experimenting with different types of emails and workflows to see what resonates best with your audience. Happy emailing!