How to Use GoHighLevel for Email & SMS Marketing Automation

How to Use GoHighLevel for Email & SMS Marketing Automation

February 21, 20255 min read

How to Use GoHighLevel for Email & SMS Marketing Automation 🚀

Marketing automation is a game-changer for businesses looking to engage leads, nurture customers, and drive conversions effortlessly. With GoHighLevel, you can automate your email and SMS marketing to reach the right audience at the right time—without the manual hassle.

Whether you're a small business, agency, or coach, GoHighLevel's Email & SMS automation tools will help you:

Capture and nurture leads automatically
Send personalized messages at scale
Increase engagement & conversions
Reduce manual follow-ups
Boost sales with strategic automation

In this guide, we’ll walk you through how to set up, automate, and optimize your email & SMS marketing campaigns in GoHighLevel. 🎯


Why Use GoHighLevel for Email & SMS Marketing?

Unlike traditional marketing tools, GoHighLevel combines CRM, automation, and multi-channel messaging, allowing you to:

Build powerful email & SMS sequences without third-party tools
Trigger messages based on user actions (e.g., sign-ups, purchases, abandoned carts)
Send bulk broadcasts or one-on-one personalized messages
Track open rates, replies, and conversions from one dashboard
Integrate with funnels, pipelines, and calendars for seamless automation

With GoHighLevel, you don’t need multiple software solutions—it’s all in one place!


Step-by-Step Guide to Email & SMS Marketing Automation in GoHighLevel

Step 1: Build & Segment Your Contact List

Before sending emails or SMS, you need an organized contact list.

Import existing contacts from a CSV file
Capture new leads via landing pages, forms, or funnels
Segment contacts based on tags, interests, or behaviors

📌 Example Segments:

  • 🆕 New Leads – Fresh sign-ups from your website

  • 🔥 Engaged Prospects – Opened an email or replied to an SMS

  • 🛍 Customers – People who have already made a purchase

  • ❄️ Cold Leads – Unresponsive contacts who need re-engagement

💡 Pro Tip: The better your segmentation, the more effective your marketing will be!


Step 2: Create an Automated Email Sequence

GoHighLevel’s Workflows allow you to automate email sequences based on user behavior.

📩 Example: Welcome Email Sequence

🔹 Day 1: Send a welcome email with a free resource 📩
🔹 Day 3: Share a customer success story for trust-building
🔹 Day 5: Offer a limited-time discount or free trial
🔹 Day 7: Reminder email about the offer before it expires

How to Set Up an Email Automation in GoHighLevel:

1️⃣ Go to "Automation" > "Workflows"
2️⃣ Click "Create Workflow"
3️⃣ Choose "Start from Scratch" or use a template
4️⃣ Select a Trigger (e.g., "When a lead fills out a form")
5️⃣ Click "Add Action" > "Send Email"
6️⃣ Write your email (or use a pre-made template)
7️⃣ Add delays between emails to space out messages
8️⃣ Click "Save & Publish"

💡 Pro Tip: Use {{contact.first_name}} to personalize messages for higher engagement!


Step 3: Automate SMS Follow-Ups

SMS has an open rate of 98%, making it a powerful follow-up tool. With GoHighLevel, you can:

Send SMS confirmations for bookings
Follow up with leads after form submissions
Remind customers about upcoming appointments
Run promotional SMS campaigns

📱 Example: SMS Follow-Up Sequence for a Lead

🔹 Instantly: "Hey {{contact.first_name}}, thanks for signing up! Check your email for details. 😊"
🔹 After 24 hours: "Need help? Book a free call here: [Your Link]"
🔹 After 3 days: "Still interested? Let’s chat! Reply YES, and we’ll send details."

How to Set Up an SMS Automation in GoHighLevel:

1️⃣ Go to "Automation" > "Workflows"
2️⃣ Click "Create Workflow"
3️⃣ Choose a Trigger (e.g., "Form Submitted" or "Lead Added")
4️⃣ Click "Add Action" > "Send SMS"
5️⃣ Write your SMS (keep it short & engaging!)
6️⃣ Add delays between messages to space them out
7️⃣ Click "Save & Publish"

💡 Pro Tip: Keep SMS under 160 characters to ensure it gets delivered in one message!


Step 4: Send Bulk Email & SMS Broadcasts

Want to send one-time promotional emails or SMS blasts? GoHighLevel’s Campaigns feature lets you send messages to a large audience at once.

📌 Best Use Cases for Broadcasts:
Flash Sales & Limited-Time Offers
Event Reminders & Webinars
Holiday Promotions & Discounts
New Product/Service Announcements

How to Send an Email/SMS Broadcast:

1️⃣ Go to "Marketing" > "Campaigns"
2️⃣ Click "Create New Campaign"
3️⃣ Choose Email or SMS
4️⃣ Select your target audience (based on tags, segments, or lists)
5️⃣ Craft your message & call-to-action (CTA)
6️⃣ Schedule for immediate send or later delivery
7️⃣ Click "Send" 🚀

💡 Pro Tip: Always A/B test subject lines & CTAs to improve performance!


Step 5: Track Performance & Optimize

Once your emails & SMS campaigns are running, analyze the results to improve future campaigns.

📊 Key Metrics to Track:
Open Rate (Emails) – How many people opened your email?
Click-Through Rate (CTR) – How many clicked on your link?
Response Rate (SMS) – How many replied or engaged?
Unsubscribe Rate – Are too many people opting out?

How to Track Performance in GoHighLevel:

1️⃣ Go to "Reporting" > "Email/SMS Analytics"
2️⃣ View open, click, reply, & conversion rates
3️⃣ Identify which messages perform best
4️⃣ Optimize subject lines, SMS copy, and CTAs for better results

💡 Pro Tip: Use split testing (A/B testing) to find the most effective messaging!


Final Thoughts: Why Automate Email & SMS with GoHighLevel?

Saves Time – No more manual follow-ups!
Boosts Conversions – Personalized messages at the right time
Improves Engagement – Reach leads through multiple channels
Reduces Workload – Set it up once and let automation do the rest

By mastering GoHighLevel’s Email & SMS marketing automation, you’ll generate more leads, close more sales, and grow your business effortlessly! 🚀

🔹 Ready to scale your marketing with automation? Start using GoHighLevel today!

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Need help? Book a call with me for just $25/hr: https://link.ghlassistant.com/widget/bookings/techcallwithfarah

Hi, I’m Farah Saeed, a GHL expert dedicated to helping businesses like yours streamline their processes and achieve remarkable results. With over 4 years of hands-on experience, I specialize in setting up custom funnels, automating workflows, and optimizing your CRM to drive efficiency and growth. Let’s work together to create a seamless GHL experience that lets you focus on what matters most—growing your business.

Farah Saeed

Hi, I’m Farah Saeed, a GHL expert dedicated to helping businesses like yours streamline their processes and achieve remarkable results. With over 4 years of hands-on experience, I specialize in setting up custom funnels, automating workflows, and optimizing your CRM to drive efficiency and growth. Let’s work together to create a seamless GHL experience that lets you focus on what matters most—growing your business.

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