If you’re searching for help to send emails using HighLevel, you’re not alone. I recently worked with a client of MarketerM8.com (my HighLevel agency) who was struggling to understand how to send emails effectively with HighLevel. They were confused about the difference between using email campaigns and workflows, and how to set up and use email templates properly. That’s where I stepped in.
HighLevel Email Campaigns vs. Workflows: What’s the Difference?
One of the most common sources of confusion is understanding when to use an email campaign versus a workflow. Email campaigns are perfect for one-off broadcasts—like newsletters or special promotions—where you want to reach a list of contacts at once. However, they lack the automation features needed for ongoing sequences.
On the other hand, workflows are powerful automation tools that allow you to send targeted emails based on user actions or conditions. Whether it’s a welcome sequence, follow-up series, or re-engagement campaign, workflows provide far more control over timing and triggers.
I helped my client understand how to structure their marketing by using campaigns for broadcasts and workflows for automated sequences. This approach allowed them to engage their audience more effectively while saving time.
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Setting Up and Using Email Templates Effectively
Another challenge my client faced was understanding how to set up and use email templates. They wanted to create consistent, branded messages without having to start from scratch every time. I guided them through creating templates, saving them for reuse, and integrating them within both campaigns and workflows.
HighLevel’s email template feature allows you to design and save professional-looking emails that can be quickly inserted into campaigns or workflows. I showed them how to customise templates with dynamic content, making their emails more personal and effective.
Tracking Email Performance and Making Improvements
Sending emails is one thing; making sure they work is another. I taught my client how to monitor open rates, click-through rates, and other important metrics using HighLevel’s reporting tools. With these insights, they were able to optimise their emails for better engagement.
Need Help Sending Emails with HighLevel?
If you’re struggling to send emails with HighLevel—whether it’s understanding campaigns vs. workflows, setting up templates, or tracking performance—I can help. Getting your email marketing right is crucial to your success.
Book a discovery call with me today, and let’s get your HighLevel email setup working for you!
For official HighLevel help, visit their support page: HighLevel Help Center.
