Send Emails in GoHighLevel

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How to Use the Send Email Workflow Action in GoHighLevel

ClickUp and other project tools help you manage tasks, but GoHighLevel gives you powerful automation to send targeted emails directly from workflows. This guide explains, step by step, how to configure the Send Email workflow action so your campaigns are consistent, automated, and easy to manage.

By following this tutorial, you will be able to add, customize, and troubleshoot the Send Email action inside any workflow and ensure your contacts receive the right message at the right time.

Overview of the GoHighLevel Send Email Action

The Send Email action in GoHighLevel is a workflow step that sends an email immediately (or on a schedule) to the contact currently moving through your automation. It supports templates, custom content, attachments, and advanced settings such as reply-to and from addresses.

This action is ideal for:

  • Lead nurturing email sequences
  • Appointment reminders and confirmations
  • Onboarding and follow-up campaigns
  • Automated responses based on triggers or conditions

Before you start, make sure your email service is properly connected and configured in your GoHighLevel account so messages can be delivered from your chosen mail provider.

How to Add a Send Email Action in GoHighLevel Workflows

To add the Send Email action to a workflow, you will work inside the automation builder interface. Follow these clear steps:

  1. Open your GoHighLevel account and navigate to the Automation or Workflows section.

  2. Select an existing workflow or create a new one where you want the email to be sent.

  3. Inside the workflow builder, click the + icon at the position where you want your email step to be added.

  4. From the action list, choose Send Email. A configuration panel or sidebar will appear on the right side of the screen.

  5. Customize the Send Email settings as described in the sections below.

  6. Save your workflow and publish or activate it to start sending emails automatically when contacts enter the automation.

Configuring Basic GoHighLevel Send Email Settings

Once the Send Email action is added, configure the basic information that defines your message.

Set the From Name in GoHighLevel

The From Name is what your recipients see in their inbox as the sender name.

  • Enter the name of a person (for example, “John from Sales”).
  • Or use your company name (for example, “Acme Marketing Team”).

A clear and recognizable From Name helps increase open rates.

Choose the Sending Email Address

Next, define which email address sends the message:

  • From Email: Select from your verified sending addresses or type a custom address if allowed by your configuration.
  • Make sure this address is authenticated correctly in your GoHighLevel account (for example, via DNS setup) to reduce the chance of emails landing in spam.

Configure Reply-To in GoHighLevel

The Reply-To address is where responses to your email are delivered.

  • Use the same address as the From Email if you want replies to go to the sender.
  • Use a support or shared inbox address if multiple team members should handle replies.

If you leave the Reply-To blank, GoHighLevel will typically use the From Email by default, depending on your account settings.

Set the Email Subject Line

The Subject field controls what recipients see in their inbox preview:

  • Write a clear and concise subject that matches the content of the email.
  • Avoid spam-like words or excessive punctuation.
  • Use personalization variables (if available) such as the contact's name to increase engagement.

Using Templates in GoHighLevel Send Email Workflows

Templates allow you to reuse email designs and content across multiple workflows and campaigns, keeping your branding consistent.

Select an Email Template

Inside the Send Email configuration:

  1. Locate the Template field or dropdown.

  2. Choose an existing template from your GoHighLevel library.

  3. Preview the template to make sure the layout and content are correct for this workflow.

If you prefer not to use a template, you can often select a blank option and design the email body manually in the editor.

Edit Email Body Content

After selecting your template, you can customize the body content:

  • Update text to match your campaign goal.
  • Insert personalization tags (for example, name, appointment time, or custom fields).
  • Add images, buttons, and links as supported by the GoHighLevel email editor.

Ensure that your content is mobile-friendly and includes a clear call to action.

Advanced GoHighLevel Send Email Options

Beyond the basic content, there are additional options that help you control how and when your email is sent.

Attach Files to Your Email

You can attach files such as PDFs, images, or documents:

  1. Look for the Attachments section in the Send Email action.

  2. Click to upload a new file or select one from your existing library.

  3. Confirm that the file type and size meet the system limits defined in GoHighLevel.

Use attachments carefully, as large files can impact deliverability or open rates.

Add Custom Headers or Options

Depending on your account and integration level, the Send Email action may support additional settings such as custom headers or tracking options. Review the available fields and configure them only if you understand their impact on your email provider and deliverability.

Control When the Email Sends

The timing of your Send Email action is usually controlled at the workflow level:

  • Use Wait or Delay steps before the Send Email action to send messages at specific times.
  • Combine with Conditions (such as tags, fields, or pipeline stages) to ensure only qualified contacts receive the email.

This flexibility lets you build complex, responsive automations in GoHighLevel without manual intervention.

Best Practices for GoHighLevel Send Email Workflows

To get the most from your automations, follow these recommended practices.

Test Your Email Before Activating

Always test your workflow:

  1. Use a test contact profile in GoHighLevel.

  2. Run the contact through the workflow until it reaches the Send Email action.

  3. Confirm that the email arrives in your inbox with the correct From Name, address, subject, and content.

  4. Check links, personalization fields, and any attachments.

Maintain Consistent Branding

Design your templates so all emails share the same:

  • Logo and brand colors
  • Footer information (address, social links, unsubscribe link, and legal text)
  • Typography and button styles

Consistent branding builds trust and helps contacts recognize your messages from GoHighLevel.

Monitor Deliverability and Engagement

Use reporting tools to track how your emails perform:

  • Open rates
  • Click-through rates
  • Reply volume
  • Bounces and spam complaints

Adjust your content, subject lines, and sending schedule to improve results over time.

Troubleshooting the Send Email Action in GoHighLevel

If your workflow emails are not sending or not appearing as expected, check these common areas.

Check Email Integration and Verification

First, make sure your email provider connection is active:

  • Go to your main settings area.
  • Verify that your sending domain and addresses are authenticated.
  • Confirm that any sending limits from your provider are not being exceeded.

Review Workflow Conditions and Triggers

If the Send Email step is never reached, the issue may be with your workflow logic:

  • Ensure the contact is entering the workflow through the correct trigger.
  • Check for filters or conditions that might exclude the contact.
  • Verify that there are no extra if/else branches blocking the path to the Send Email action.

Confirm Template and Content Settings

Sometimes the email may send but appear blank or incorrect:

  • Confirm that the correct template is selected.
  • Verify that personalization tags exist for each contact (so fields are not empty).
  • Make sure images and assets used in the template are accessible and not broken.

Helpful Resources for Mastering GoHighLevel

To deepen your understanding of the Send Email workflow action, review the official documentation and training resources from the platform.

You can find the original reference for the Send Email workflow action here: GoHighLevel Send Email workflow action documentation.

If you need expert implementation help or want to optimize your automation strategy, consider working with specialists at Consultevo for advanced consulting and technical support.

By correctly configuring the Send Email action, testing thoroughly, and following best practices, you can turn GoHighLevel into a reliable, scalable engine for your marketing and communication workflows.

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