How to Use the Sync Edit Checkbox for Email Actions in GoHighLevel

If you manage client automation in tools like ClickUp and GoHighLevel, understanding how email actions behave in workflows is critical. The Sync Edit checkbox lets you control when changes to an email template should automatically update live workflow emails, helping you avoid breaking campaigns while still keeping content aligned.

This guide walks you through what Sync Edit does, where to find it, and how to use it safely to manage email actions in your GoHighLevel workflows.

What the Sync Edit Checkbox Does in GoHighLevel

In GoHighLevel, the Sync Edit checkbox for email actions controls whether edits made to an email template are continuously synced to every workflow step that uses that template.

In simple terms:

• Sync Edit ON = Continuous sync between the email action and the selected template.
• Sync Edit OFF = The workflow email becomes independent from the template.

This behavior is important because even if a workflow email was created from a template, you may not always want future template changes to override what is already configured in an active workflow.

Where to Find Sync Edit for GoHighLevel Email Actions

You access the Sync Edit checkbox inside a workflow email action. Follow these steps:

1. Open your Automation section in GoHighLevel.
2. Select the Workflow you want to edit.
3. Locate or add an Email action step.
4. Click the email action to open the email configuration panel.
5. Look for the section that shows the selected email template.
6. Find the Sync Edit checkbox next to the template selection area.

Once located, you can enable or disable Sync Edit depending on how you want the workflow email to relate to the underlying template.

How Sync Edit Works in GoHighLevel Workflows

The Sync Edit checkbox affects the relationship between an email action in your workflow and its original email template. It directly influences whether edits stay local to the workflow or spread through all connected actions using that template.

When Sync Edit Is Enabled in GoHighLevel

When Sync Edit is checked:

• The email action maintains an active link with its chosen email template.
• Any changes you make inside the workflow email editor are applied back to the template.
• Any future modifications to that template are propagated to every workflow email action that has Sync Edit enabled and uses the same template.

Use this mode when you want a single source of truth for content and design across multiple email actions, and you are confident that updating one place should update all connected emails.

When Sync Edit Is Disabled in GoHighLevel

When Sync Edit is unchecked:

• The workflow email is detached from the original template.
• Edits to the workflow email are no longer written back to the template.
• Future updates made to that original template will not affect this specific workflow email.

This is ideal when a workflow email needs unique messaging, subject lines, or personalization that should not affect other emails that are still using the shared template.

Step-by-Step: Using Sync Edit for Email Actions in GoHighLevel

Use the following process to manage the Sync Edit setting safely within any workflow.

Step 1: Open the Email Action in Your Workflow

1. Log in to your GoHighLevel account.
2. Go to Automation > Workflows.
3. Select the workflow that contains the email action you want to adjust.
4. Click on the specific Email action step to open its configuration.

Step 2: Review the Selected Email Template

1. Inside the email action, find the section that shows the Currently Selected Template.
2. Confirm that this is the correct base template you want connected to the workflow email.
3. Note the current state of the Sync Edit checkbox (enabled or disabled).

Step 3: Decide Whether to Keep Continuous Sync

Ask yourself these questions before changing Sync Edit in GoHighLevel:

• Do I want all changes to this email to be reflected in the original template?
• Will future edits to this template be safe to apply across all workflows that use it?
• Does this email need unique content that should not be shared?

If you want template-level control across many emails, keep Sync Edit enabled. If you want this email to be unique and isolated, set Sync Edit to disabled.

Step 4: Enable Sync Edit (for Shared Template Control)

To keep continuous synchronization:

1. Check the Sync Edit box next to your selected template.
2. Edit the email content, subject, and design as needed.
3. Save your workflow changes.

All updates you make will be stored in the template and will automatically sync to other GoHighLevel email actions that use the same template and have Sync Edit enabled.

Step 5: Disable Sync Edit (for Independent Emails)

To break the link to the original template:

1. Uncheck the Sync Edit checkbox in the email action.
2. Confirm that you understand this email will no longer receive updates from the template.
3. Edit the content freely, knowing your changes affect only this email action.
4. Save the workflow.

Future template updates will not override this workflow email, giving you full control over its unique messaging.

Best Practices for Using Sync Edit in GoHighLevel

To avoid unexpected changes in your campaigns, apply these practical guidelines.

Use Sync Edit for Global or Master Templates

• Enable Sync Edit for templates that act as global layouts (e.g., newsletters, brand announcements, legal updates).
• Keep copy and structure fairly generic so changes are safe to roll out across multiple workflows.
• Plan content updates in advance, and communicate with your team when modifying shared templates.

Disable Sync Edit for Highly Personalized Sequences

• Turn Sync Edit off for nurture sequences, onboarding series, or sales follow-up emails that must remain tailored.
• Avoid linking unique, offer-specific or client-specific emails back to a shared template.
• Document which workflow steps are independent if you manage many similar campaigns across GoHighLevel sub-accounts.

Test Changes Before Updating Shared Templates

• Clone templates before making major edits so you can revert if needed.
• Send test emails from a workflow to ensure merge fields, links, and design render correctly.
• Review all workflows that rely on a shared template before applying large-scale changes with Sync Edit enabled.

Additional Resources for GoHighLevel Users

To see the original product documentation that explains the Sync Edit checkbox for email actions, visit the official help article here: GoHighLevel Sync Edit help page.

If you need strategic help building scalable automations, funnel structures, or SEO-focused content around your GoHighLevel workflows, you can find expert consulting at Consultevo.

By correctly using the Sync Edit checkbox in GoHighLevel workflows, you gain precise control over when email actions should inherit template updates and when they should remain independent, reducing the risk of unintended changes while still benefiting from centralized template management.

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