Using the New GoHighLevel Email Actions UI in Workflows
The updated email actions interface in GoHighLevel makes building workflows far easier for teams used to ClickUp-style clarity and organization. This how-to guide walks you step by step through the new layout so you can design, test, and deploy automated emails with confidence.
The redesigned panel focuses on a streamlined workspace, separating configuration from content and making it clear what happens at every stage of your automation.
Overview of the New GoHighLevel Email Actions Layout
The email action in a workflow now opens a modern panel that replaces the older, more compact editor. The interface is divided into two main sections:
- Left-side panel: Houses the primary configuration options and the preview of your email content.
- Right-side panel: Contains all the settings that control how and when the email is sent.
This layout gives you a clear visual separation between content creation and action settings, helping you avoid misconfiguration when working on complex GoHighLevel automations.
Opening the Email Action in GoHighLevel Workflows
To access the new interface inside a workflow, follow these steps:
- Open your GoHighLevel account and navigate to Automation.
- Select the workflow where you want to send an email.
- Click Add action and choose Send Email.
- The new email action UI will open in a side panel, displaying both configuration and content sections.
Once open, you can adjust the settings on the right and manage the design or template details on the left.
Main Sections of the GoHighLevel Email Action Panel
The new panel introduces a clean, structured experience. Understanding its sections is key to using it efficiently.
GoHighLevel Email Content and Preview Area
The left side of the panel is dedicated to email content. Here you will find:
- Subject line field for your email.
- From name and From email details reflecting the chosen configuration.
- Template selection or existing email content preview.
- An updated preview area that reflects saved changes from the right-side settings.
This area helps you keep an eye on what your contacts will actually receive while you fine-tune settings on the other side of the interface.
GoHighLevel Email Action Settings Panel
The right side holds most of the configurable options that determine how the action behaves. Typical settings available here include:
- Action name to identify the step in your workflow.
- Sending configuration, such as which email service or domain is used.
- Recipient settings based on workflow contact data.
- Additional options like tracking and specific behavior controls.
These fields make it simple to manage how your message is delivered while avoiding clutter in the content area.
Configuring Email Action Settings in GoHighLevel
To properly configure an email step, move through each section on the right panel in order.
Naming Your Email Action for Clarity
Start with a clear, descriptive name for the action:
- Locate the Action name field at the top of the right panel.
- Enter a meaningful label, such as “Welcome Email – New Leads.”
- Use naming that matches your broader GoHighLevel workflow naming conventions.
Clear names make it easier to manage large, multi-step automations later.
Selecting the Sending Configuration
Next, review the sending configuration so emails are routed correctly:
- Find the section that defines which email service or configuration is used.
- Choose the appropriate sending option for the domain or brand you are working with.
- Confirm that the configuration matches your verified sending domain and compliance needs.
A correct configuration ensures better deliverability and more reliable tracking.
Reviewing Recipient and Behavior Options
Within the same settings area, check how recipients are determined and how the action behaves within the workflow:
- Confirm that the action uses the workflow’s active contact.
- Review any options affecting timing or conditional behavior.
- Adjust additional tracking or logging settings as needed.
These choices keep your automation aligned with your campaign strategy and overall GoHighLevel account structure.
Designing and Managing Email Content in GoHighLevel
Once the settings are in place, turn your attention to the email itself using the left-side content area.
Setting the Subject, From Name, and From Email
In the content area, configure the visible details of your message:
- Enter a clear, benefit-oriented Subject line.
- Verify the From name appears as your brand or sender identity.
- Confirm the From email address matches the sending configuration.
The UI keeps these fields near the top so you can easily review them while building your workflow in GoHighLevel.
Choosing or Editing an Email Template
The new interface allows you to select from existing templates or create fresh content:
- Open the template or content selection area in the left panel.
- Browse available templates or previously saved designs.
- Select the one that fits your workflow stage, such as welcome, follow-up, or reminder emails.
- Preview the content to make sure it fits the current automation goal.
Once a template is chosen, the preview updates so you can see how all settings work together.
Testing and Saving Email Actions in GoHighLevel
The updated design makes testing and saving clearer, reducing the chance of misfires in live workflows.
Previewing and Confirming Email Details
Before you save or exit:
- Review the content preview on the left side for layout, links, and key messaging.
- Scan the right-side settings for sending configuration and behavior.
- Ensure the subject, sender details, and contact logic are correct.
This combined review process helps ensure that your GoHighLevel workflow sends the right email to the right contact at the right time.
Saving Your Email Action in the Workflow
When you are satisfied with both content and settings:
- Click the Save button at the bottom or top of the panel (depending on your screen layout).
- Confirm that the workflow now displays the email action with the name you chose.
- Repeat the process for any additional email steps in your automation.
Saving frequently is a good habit, especially when building multi-step GoHighLevel workflows with multiple email branches.
Why the New GoHighLevel Email UI Matters
The updated interface focuses on usability and clarity. Key advantages include:
- Separation of concerns: Content is on the left, settings on the right.
- Better visibility: You can see your email preview while editing configuration details.
- Faster workflow building: Streamlined controls reduce clicks and confusion.
- Improved consistency: A standard pattern for actions across GoHighLevel helps teams learn faster.
These improvements are especially helpful for agencies and teams managing many automated campaigns at once.
Additional Resources for Mastering GoHighLevel
To deepen your understanding of the new email actions interface, review the official documentation at this GoHighLevel support article. It provides the original visual reference for the layout and controls described here.
If you need strategic help implementing automation, templates, or technical setups, you can explore consulting and implementation services at Consultevo, where specialists can guide you through advanced workflow design.
By following the steps in this guide and using the updated interface, you can streamline how you design, test, and launch email actions in your GoHighLevel workflows, ensuring reliable and professional communication with every contact who enters your automations.
Need Help With ClickUp?
If you want expert help building, automating, or scaling your GHL , work with ConsultEvo — trusted GoHighLevel Partners.
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