GoHighLevel Manual Certificate Email

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How to Set Up a Manual Certificate Email Template in GoHighLevel

If you manage online courses or coaching programs in tools like ClickUp and want a smooth way to send certificates, GoHighLevel gives you a simple manual certificate email template you can configure in minutes. This guide walks you through each step to create, customize, and use the manual certificate email so your students receive professional-looking certificates after course completion.

What the GoHighLevel Manual Certificate Email Does

The manual certificate email in GoHighLevel is a predefined template designed specifically to send course completion certificates to your contacts. It pulls in the certificate PDF generated by your course system and sends it via email with a clear subject line and confirmation message.

With this template, you can:

  • Manually email a certificate to a contact from their record
  • Attach the correct certificate PDF for each person
  • Use consistent branding and messaging for all certificates

The template is available in the Email Templates area of your GoHighLevel account and can be reused as often as needed.

Where to Find the GoHighLevel Manual Certificate Template

The manual certificate email is stored with your other system templates in GoHighLevel. You do not need to build it from scratch; instead, you locate it and adjust it to match your brand.

Steps to Access the Template in GoHighLevel

  1. Log in to your GoHighLevel account.
  2. From the left menu, click on Marketing (or the Email section, depending on your layout).
  3. Select Emails or Email Templates.
  4. Look for a template labeled similar to Manual Certificate or Certificate Email.

If your account is based on a standard snapshot, this template is often preloaded and ready to use. You can open it to review and customize the content.

How to Customize the GoHighLevel Manual Certificate Email

Before sending the certificate message to your students or clients, you should tailor the subject line, email body, and branding to match your business. Customization in GoHighLevel is straightforward and uses the built-in email editor.

Editing the Email Subject and Preview Text

  1. Open the manual certificate template in GoHighLevel.
  2. At the top of the editor, locate the Subject and Preview Text fields.
  3. Change the subject to something like Your Course Certificate Is Ready.
  4. Update the preview text to briefly tell the recipient that their certificate is attached.

Keep both fields clear and concise so your contacts immediately recognize the purpose of the email.

Adjusting the Email Body Content

The email body can include merge fields (also called dynamic variables) that personalize the message with the recipient’s name and course details.

  1. In the GoHighLevel email editor, click into the main body section.
  2. Update the greeting to include a merge field such as the contact’s first name.
  3. Explain that their course or program has been completed successfully.
  4. Mention that the certificate PDF is attached to the email.
  5. Add any instructions on how to download or save the certificate.

Use short paragraphs and simple language so the certificate instructions are easy to follow.

Branding the GoHighLevel Certificate Email

To match the email with your brand identity:

  • Add your logo to the top of the template.
  • Set your brand colors for headings, buttons, or links.
  • Include your business name, website, and contact details in the footer.

The goal is for every manual certificate email you send from GoHighLevel to look professional and consistent with the rest of your communications.

How to Attach the Certificate File in GoHighLevel

The key part of the manual certificate email is the actual certificate file, usually a PDF. GoHighLevel allows you to manually attach the correct file before you send the email from a contact record.

Attaching the Certificate PDF Manually

  1. Generate the certificate PDF from your course system.
  2. Save the PDF locally with the student’s name or identifier.
  3. Open the contact record in GoHighLevel for the student who completed the course.
  4. Click the option to Send Email and choose the manual certificate template.
  5. Use the attachment feature in the email send window to upload and attach the PDF certificate.
  6. Review the email one more time and click Send.

This method ensures each contact receives the correct certificate file associated with their completion status.

Using the GoHighLevel Manual Certificate Email with Contacts

Once the template and attachments are ready, you can send manual certificates anytime a student finishes a program.

Sending a Certificate from a Contact Record

  1. Go to Contacts inside GoHighLevel.
  2. Search for and open the contact who needs a certificate.
  3. Click the email icon or Send Email button.
  4. Select the manual certificate email template from the dropdown list.
  5. Attach the right certificate PDF as described above.
  6. Confirm details like email address and subject.
  7. Send the email and verify it appears in the contact’s activity timeline.

This process can be repeated for each new graduate or course participant.

Best Practices for GoHighLevel Certificate Emails

To keep your process organized and professional, consider the following best practices when using the manual certificate email in GoHighLevel:

  • Standardize naming: Use a consistent naming format for certificate PDFs (for example, CourseName-FirstName-LastName.pdf).
  • Test first: Send a test certificate email to your own address and confirm that links, attachments, and formatting look correct.
  • Record keeping: Note in the contact record when the certificate was sent so you have a clear history.
  • Follow up: Consider a follow-up email to request testimonials or reviews after the certificate is delivered.

Resources for Working with GoHighLevel

If you need additional help implementing or optimizing your workflows around certificates, funnel automation, or CRM management in GoHighLevel, you can explore expert services and resources at Consultevo. For complete reference documentation specific to the manual certificate email template, review the official help article at this GoHighLevel support page.

By following the steps above, you will have a fully configured manual certificate email template in GoHighLevel, ready to send polished and branded certificates to your students or clients whenever they complete your courses.

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