In this article, we cover:
- Video Tutorial: Mastering the High Level Email Builder
- The difference between campaigns vs. templates (and when to use them)
- How to customize email layouts, branding, and visibility settings
- Tips for organizing your emails with folders and naming conventions
- How to use trigger links, saved elements, and use conditional visibility
- How to incorporate email compliance measures
- Formatting tips for Outlook users (trust me, you’ll want these!)
- Video Tutorial: Template Syncing Update
Email still delivers some of the highest ROI in marketing, but clunky design tools and inconsistent formatting can tank your results and cost you valuable time. That’s why knowing how to use your email platform well matters.
Whether you’re nurturing leads, following up with prospects, or managing client communication, a strong email system is essential. In this tutorial, Marketecs founder Kathrine Farris walks you through how to effectively use the email builder to design branded, effective emails in GoHighLevel, aka Marketecs Engine.
Video Time Stamps
00:00 Introduction to High Level Email Builder
00:33 Navigating the Email Section
01:11 Creating and Organizing Email Templates
01:58 Designing Emails with Drag and Drop
02:57 Editing Email Elements
04:52 Advanced Email Customization
13:13 Adding Media and Social Links
14:02 Finalizing and Testing Your Email
20:21 Tips for Outlook Users
21:40 Conclusion and Next Steps
Links
Learn more about Marketecs Engine and its capabilities.
Need Help? Book a free consult.
Check out our YouTube Channel for more tips and tutorials.
Campaigns vs. Templates
GoHighLevel supports two primary email types:
- Campaigns: Best for one-off messages like newsletters or announcements.
- Templates: Designed for automation and workflows, especially useful for lead magnets, onboarding
sequences, and follow-ups.
Pro Tip: 87% of marketing leaders rate email as critical to business success (Litmus, 2024).
Organize with Purpose
Save time and keep your email library tidy with folders categorized by product, service, or program. Use a predictable naming convention such as ABCProductEmail1, ABCProductPromo1. This helps when cloning, updating, or syncing templates to workflows at scale.
Using the Design Editor
Choose the drag-and-drop Design editor for visual building. Key features include:
- Branded fonts and colors set globally
- Save reusable blocks and branded elements
- Adjustable rows and columns for responsive layouts
Customize Layouts and Elements
Each row and block has settings for:
- Column count and stacking behavior
- Padding and border settings
- Background color/image and conditional visibility for segmented messages
Conditional Content and Personalization
Show or hide blocks based on contact tags or custom fields. Use this for client-only offers or different CTAs for prospects. Combine conditional blocks with snippets and personalization.
“Segmentation is the name of the game in email marketing.” – Chase Dimond
Add Visual and Interactive Content
Drag-and-drop support includes options for images, video links, social icons, and dividers. Embed logos, videos, and social icons. Space elements with dividers for clarity.
Set Global Appearance Defaults
Set global defaults for:
- Base font family and sizes
- Button styles and primary colors
- Default link color and header styles
- Mobile text alignment
Using global defaults avoids per-block style drift and keeps your emails visually consistent.
Use Snippets and Trigger Links
Trigger links allow for quick URL updates across multiple emails. Update the trigger link once and every email using it updates automatically, which is ideal when a registration URL changes. Snippets let you insert reusable text or personalization tokens.
“Permission marketing is the privilege (not the right) of delivering anticipated, personal, and relevant messages to people who actually want to get them.” – Seth Godin
Email Footers and Compliance
Include the essentials in your footer like business details and unsubscribe links. Use the platform’s dynamic unsubscribe token so unsubscribe requests are honored automatically.
Learn more about our selective unsubscribe process if you want to give people options.
Test and Preview
Always preview on desktop and mobile. Send test emails to multiple addresses.
Email benchmarks to keep in mind:
- Average open-rate benchmarks vary by industry but many aggregated datasets show overall open rates around 34%-42% depending on audience and campaign type.
- Triggered emails often outperform standard campaigns and can generate 10x more revenue than batch sends.
- Average ROI is 36×—that’s $36 earned per $1 spent
- 87% of marketing leaders call email essential to business success.
- Consumers spend 128% more via email than other channels.
“Email is the most direct, personal communication channel we have.” – Ben Chestnut (co‑founder of Mailchimp)
HighLevel Email Templates Update: New Workflow Integration
Be sure to follow up with the video below where Kathrine shares an update on recent improvements made to the email builder, specifically around how templates are utilized. The update introduces a ‘sync changes’ feature, which allows users to selectively apply updates to templates across different workflows. This new approach aims to simplify email template management and improve workflow efficiency.
Video Time Stamps
00:00 Introduction and Purpose of the Update
00:25 Navigating the High Level Interface
00:40 Changes to Email Templates in Workflows
02:59 New Workflow Campaigns and Template Management
03:52 Updating Templates Across Workflows
04:05 Syncing Changes Across Workflows
05:12 Conclusion and Additional Resources
What has changed in recent weeks is transformative. For further details on these updates, here are additional informative articles:
Learn how Email Templates work in email actions.
Discover revised flow for Email Templates in workflows.
Customize Email Templates inside Workflow Steps.
Crafting professional, engaging emails with GoHighLevel’s builder is both intuitive and efficient, thanks to its comprehensive features and customization options. As always, please reach out if you have any questions or need further assistance.
