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GHL Email & SMS Marketing

GoHighLevel消息指南 —— 电子邮件活动、短信序列、统一收件箱、WhatsApp、社交媒体私信、模板、送达率和合规性。

person作者: jakexiaohubgithub

GHL Email & SMS Marketing

Overview

GoHighLevel centralizes all communication channels into a unified inbox. This covers email marketing, SMS/MMS messaging, WhatsApp, social media DMs, and multi-channel campaign strategies.


Unified Inbox

Supported Channels

| Channel | Setup Required | | ---------------------------- | -------------------------------------------------- | | Email | Connect email service (Mailgun, SMTP, or LC Email) | | SMS / MMS | LC Phone number or Twilio | | Phone Calls | LC Phone number | | Facebook Messenger | Connect Facebook page | | Instagram DMs | Connect Instagram business account | | Google Business Messages | Connect Google Business Profile | | WhatsApp | WhatsApp Business API integration | | Live Chat | Add chat widget code to website | | TikTok DMs | Connect TikTok account (2025) |

Inbox Best Practices

  1. Respond within 5 minutes — Speed-to-lead is critical for conversion
  2. Use canned responses — Pre-write responses for common questions
  3. Assign conversations — Route to the right team member
  4. Mark as read/unread — Keep inbox organized
  5. Use internal notes — Coordinate with team members on a conversation
  6. Set up notifications — Get alerted for new messages across all channels

Email Marketing

Email Service Options

| Provider | Type | Best For | | --------------- | ---------------- | -------------------------------------------------- | | LC Email | GHL native | Simplest setup, built-in | | Mailgun | Third-party SMTP | Higher send volumes, better deliverability control | | Custom SMTP | Self-managed | Full control, existing infrastructure |

Email Configuration

  1. Connect email service in Settings → Email Services
  2. Verify sending domain — Add DNS records (SPF, DKIM, DMARC)
  3. Set default "From" addressyourname@yourdomain.com
  4. Configure tracking — Open tracking, click tracking, unsubscribe link

Email Builder Features

  • Drag-and-drop editor with pre-built blocks
  • HTML editor for custom code
  • Merge fields{{contact.first_name}}, {{contact.company}}, etc.
  • Dynamic content — Show/hide sections based on tags or custom fields
  • A/B testing — Test subject lines, content, send times
  • Templates library — Save and reuse email designs

Email Campaign Best Practices

  1. Subject lines — Keep under 50 characters; personalize with first name
  2. Preview text — Add compelling preview text (shown in inbox next to subject)
  3. Mobile-first design — 70%+ of emails are opened on mobile
  4. Single CTA — One clear action per email
  5. Personalization — Use merge fields and behavioral segmentation
  6. Send time — Test optimal send times for your audience
  7. Clean your list — Remove bounced, unsubscribed, and inactive contacts
  8. Warm up new domains — Start with small volumes and increase gradually

Deliverability Checklist

  • [ ] SPF record configured
  • [ ] DKIM record configured
  • [ ] DMARC record configured
  • [ ] Custom tracking domain set up
  • [ ] Sending domain verified
  • [ ] Unsubscribe link in every email
  • [ ] Physical address in footer
  • [ ] List hygiene (remove bounces regularly)
  • [ ] Warm-up schedule for new domains (2-4 weeks)

SMS Marketing

Setup

  1. Get an LC Phone number in Settings → Phone Numbers
  2. Register for A2P (Application-to-Person) — Required for US businesses
  3. Verify your brand through The Campaign Registry (TCR)
  4. Set up compliance — Opt-in confirmation, opt-out handling

SMS Best Practices

| Practice | Details | | ------------------------ | --------------------------------------------- | | Keep it short | Under 160 characters to avoid splitting | | Personalize | Use {{contact.first_name}} in every message | | Include CTA | Every SMS should have a clear next step | | Timing matters | Send between 9 AM–8 PM in contact's timezone | | Use MMS sparingly | Images increase engagement but cost more | | Respect frequency | Max 2-3 SMS per week per contact | | Always offer opt-out | Include "Reply STOP to unsubscribe" |

A2P Registration (US)

Required for all US-based SMS sending — Without A2P registration, messages may be blocked by carriers.

  1. Brand Registration — Register your business with The Campaign Registry
  2. Campaign Registration — Register each use case (marketing, support, etc.)
  3. Approval — Wait for carrier approval (2-15 business days)
  4. Monitor — Track message delivery rates and carrier feedback

SMS Compliance Rules

  • TCPA Compliance — Written consent required before sending marketing SMS
  • Opt-in required — Contacts must explicitly agree to receive messages
  • Opt-out honored immediately — When someone texts STOP, cease all messages
  • Business hours — Avoid sending before 8 AM or after 9 PM local time
  • Content restrictions — No SHAFT content (Sex, Hate, Alcohol, Firearms, Tobacco)

WhatsApp Integration

Setup

  1. Connect WhatsApp Business API through GHL settings
  2. Verify your business phone number
  3. Create message templates (pre-approved by WhatsApp)
  4. Configure in Conversation AI or Workflow actions

WhatsApp Features

  • Template messages (marketing, utility, authentication)
  • Free-form messaging within 24-hour conversation window
  • Rich media (images, documents, videos)
  • Interactive buttons and quick replies
  • Integration with Conversation AI

Multi-Channel Sequences

Campaign Structure

Day 0: SMS — Immediate follow-up ("Thanks for reaching out!")
Day 0: Email — Welcome email with value proposition
Day 1: SMS — "Did you get a chance to review?"
Day 3: Email — Case study / testimonial
Day 5: SMS — Direct CTA with booking link
Day 7: Email — Final value-add content
Day 10: Voicemail Drop — Personal touch
Day 14: SMS — Last chance / special offer

Channel Selection Guide

| Scenario | Best Channel | Why | | ------------------------ | ---------------- | --------------------------------- | | Immediate follow-up | SMS | Highest open rates (98%) | | Detailed content | Email | Supports rich formatting | | Appointment reminder | SMS | Read within 3 minutes | | Nurture sequence | Email + SMS mix | Email for content, SMS for nudges | | Re-engagement | SMS or Voicemail | Personal, attention-grabbing | | Document delivery | Email | Supports attachments |


Template Management

Email Templates

  • Create reusable email templates in Marketing → Emails → Templates
  • Save designed emails as templates for workflow use
  • Organize templates by category (welcome, follow-up, promotional, etc.)

SMS Templates

  • Save frequently used SMS messages as snippets
  • Use custom values for business-specific content
  • Create templates for each stage of the customer journey

Template Naming Convention

[Channel] - [Purpose] - [Stage]
Examples:
  EMAIL - Welcome - New Lead
  SMS - Reminder - 24hr Before
  SMS - Follow-Up - Day 3
  EMAIL - Review Request - Post Service

Key Metrics to Track

| Metric | Email Target | SMS Target | | -------------------- | ------------ | ---------- | | Open Rate | > 25% | > 90% | | Click Rate | > 3% | > 10% | | Reply Rate | > 5% | > 15% | | Unsubscribe Rate | < 0.5% | < 1% | | Bounce Rate | < 2% | < 5% | | Conversion Rate | > 2% | > 5% |


Key Resources

  • LC Email Setup: Settings → Email Services
  • Phone Numbers: Settings → Phone Numbers
  • A2P Registration: Settings → Phone Numbers → Trust Center
  • Templates: Marketing → Emails / SMS Templates
  • Compliance: TCPA Guidelines