How to Manage Email Templates in GoHighLevel Workflow Steps

If you are organizing campaigns in tools like ClickUp and then executing automation in GoHighLevel, managing email templates correctly is essential for speed and consistency. This guide explains how to use, edit, and reuse email templates directly inside workflow email actions so you can optimize your automation without leaving the GoHighLevel interface.

The instructions below are based on the official documentation and walk you through adding templates, modifying them for a single workflow, and understanding how changes affect other automations.

Understanding Email Templates in GoHighLevel Workflows

Within a workflow, each email action can use a template stored in your account-level template library. When you select a template in a workflow step, the system pulls a copy of its content into that specific step.

Key points to know:

• Templates are stored in a global library.
• Workflow email steps use a copy of the template content.
• Edits in a workflow step do not change the original template.
• You can switch templates at any time inside the step.

This behavior lets you keep your global templates standardized while still customizing emails for particular workflows.

How to Add a Template to a GoHighLevel Workflow Email Step

Follow these steps to load an existing template into a workflow email action in GoHighLevel.

1. Open the workflow
   Navigate to your automations area and open the specific workflow where you want to add or update an email step.

2. Select the email action
   Click on the email action step that you want to configure. This opens the email settings panel on the right side of the screen.

3. Open the template selector
   In the email editor panel, look for the template section or template dropdown. This is where all saved account templates are available.

4. Choose your template
   Pick the desired template from the list. Once selected, its subject line and body content will be pulled into the email step.

5. Review the content
   After loading the template, review the content in the editor. You can personalize merge fields, adjust wording, or change layout elements as needed for this specific workflow.

At this point, the workflow email step is using a copy of the chosen template. Any edits you now make only affect this step, not the base template saved in your library.

Editing Templates Inside GoHighLevel Workflow Steps

Once a template is added to a workflow email action, you can fully customize it. Understanding how editing works in GoHighLevel is important so you do not accidentally expect global changes where only local edits occur.

What Happens When You Edit Template Content

Editing the email content directly inside a workflow step updates only that single step. The original template stored in your account library remains unchanged.

This allows you to:

• Tailor the message to a specific audience or workflow path.
• Test variations of a core template without affecting other campaigns.
• Safely adjust subject lines, preheaders, and body copy per workflow.

However, this also means that if you later update the base template in your library, the workflow step will not automatically inherit those changes.

When to Edit the Workflow Step vs. the Base Template

Use these guidelines to decide where to make your changes inside GoHighLevel:

• Edit the workflow step when the change is unique to that automation, such as a special offer, one-time announcement, or a specific nurture sequence.
• Edit the base template when you want the new content to be available the next time you choose that template in any workflow or campaign.

Remember: workflow email steps always store a copy of the template at the time you select it.

Switching Templates in a GoHighLevel Email Step

You can replace the current content of a workflow email step with a different saved template whenever needed.

Steps to Switch Templates

1. Open the workflow and email step
   Go to the workflow and click on the email action you want to change.

2. Access the template selection area
   In the email settings panel, open the template list or template picker.

3. Select a new template
   Choose a different template from your account library. The email editor will replace the existing email content in that step with the new template’s content.

4. Confirm and customize
   Review the updated subject line, preview text, and email body. Adjust any merge fields, links, or call-to-action elements to ensure they match this workflow’s goals.

Switching templates is especially useful when you want to quickly test different designs or messages while keeping your workflow logic intact.

Best Practices for Using GoHighLevel Email Templates in Workflows

To keep your automation scalable and consistent, follow these best practices when working with templates in GoHighLevel workflows.

Standardize Core Templates

• Create master templates for common email types, such as welcome emails, appointment reminders, and follow-up sequences.
• Store these templates in your account-level library for reuse in multiple workflows.
• Only modify these master templates when you want a new baseline for future actions.

Customize Per Workflow Where Needed

• Use the loaded template as a starting point and tailor it to specific workflows or segments.
• Adjust copy, offers, or timing based on the journey designed in that workflow.
• Keep notes in your project management tool or documentation (for example, in a system like Consultevo) to track which workflows use which templates.

Regularly Review Template Performance

• Monitor open and click rates for emails using particular templates.
• Identify high-performing subjects and layouts and consider updating your base templates to match.
• Test different versions by loading alternative templates into cloned workflow steps.

Where to Find the Official GoHighLevel Documentation

For additional details and the latest interface screenshots, you can review the official documentation on managing email templates in workflow steps directly from the platform’s help center.

Visit the official guide here: Managing Email Templates in Workflow Steps.

Using these methods, you can confidently manage, edit, and reuse email templates inside workflows, keeping your automation in GoHighLevel organized and efficient while maintaining consistent branding across all your campaigns.

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