How to Use the Send SMS Workflow Action in GoHighLevel

If you manage automation tools such as ClickUp and want to streamline text communication, learning how to send SMS in GoHighLevel workflows is essential. This guide walks you step by step through setting up the Send SMS workflow action so you can automate messages and stay compliant with carrier rules.

The Send SMS action allows you to automatically text contacts from your pipelines, campaigns, or triggers. By configuring this correctly, you can send timely reminders, updates, and promotions without manual effort.

Accessing the Send SMS Action in GoHighLevel

Before you can send an automated text, you need to add the Send SMS action into a workflow inside your GoHighLevel account.

1. Log in to your GoHighLevel dashboard.

2. Navigate to Automation and open the Workflows section.

3. Either create a new workflow or open an existing one where you want to send text messages.

4. Click the plus (+) icon inside the workflow canvas to add a new action.

5. From the action list, select Send SMS.

Once added, the Send SMS card will appear in your workflow so you can configure the content and settings.

Configuring the Send SMS Action in GoHighLevel

After inserting the action, you must define how your text will look and who it comes from. Each setting impacts deliverability and user experience.

Basic SMS Settings in GoHighLevel

On the Send SMS action card, configure the following basic options:

• From: Choose the phone number that will send the SMS. This should be a number verified and set up in your account.

• To: Usually the workflow will default to the contact's primary phone number. Make sure your contacts have valid numbers.

• Message Body: Type the text message content you want to send. Keep it clear and concise.

You can include merge fields (such as the contact's name) from the available personalization options so that the message is customized for each recipient.

Using Templates and Personalization in GoHighLevel

While composing your message, you can:

• Insert dynamic fields (like First Name or Appointment Date) so every contact gets a tailored message.

• Save frequently used text as templates to reuse across workflow actions.

Personalized SMS improves engagement and makes automated campaigns feel more human.

Best Practices for SMS Content in GoHighLevel

To maintain high deliverability and adhere to provider guidelines, your SMS content must follow several rules.

Avoid Using URLs in Short Code Messages

If your GoHighLevel account uses short codes, avoid placing any URL links inside your SMS content. Short code providers commonly block links to reduce spam. Instead, consider:

• Sending informational reminders without links.

• Using long code numbers if links are required and allowed.

Keep Messages Clear and Compliant

Write your message so it is:

• Short and direct: Convey only what is necessary.

• Easy to understand: Avoid jargon or confusing abbreviations.

• Respectful of opt-out rules: Make sure your broader campaigns respect unsubscribe requests.

Review the documentation from your SMS provider and from GoHighLevel support to ensure your content follows all policies.

Testing the Send SMS Workflow Action in GoHighLevel

Before you activate a full campaign, test your workflow so you can confirm messages arrive correctly.

1. In your workflow, add a test contact that has a phone number you can access.

2. Run the workflow using that test contact so the Send SMS action is triggered.

3. Check your device for the incoming text and review:

   • Sender number.

   • Personalization fields.

   • Message spelling and formatting.

4. Adjust message content or settings in the action if needed.

Testing helps you catch mistakes before they reach your entire audience.

Troubleshooting SMS Delivery in GoHighLevel

If your workflow action does not send the message as expected, review these common issues.

Check Phone Numbers and Workflow Conditions

• Confirm the contact has a valid mobile number in the correct field.

• Verify that your workflow trigger and filters allow the contact to reach the Send SMS step.

• Make sure your chosen sender number is active and properly configured.

Review SMS Content and Provider Policies

• Ensure the text does not contain blocked content or restricted links.

• Remove shortened URLs or suspicious phrases that carriers may filter.

• Check that your message length is not excessive and that it follows all usage guidelines.

If delivery problems persist, consult the original GoHighLevel documentation for the Send SMS workflow action at this support article for more detailed support and updates.

When to Use the Send SMS Action in GoHighLevel

The Send SMS step can be added at many points in your automation sequences. Typical use cases include:

• Appointment reminders and confirmations.

• Lead follow-up sequences after a form submission.

• Payment notices or status updates.

• Event reminders and last-minute instructions.

By strategically placing this action, GoHighLevel users can create responsive automation that keeps contacts informed at the right time.

Next Steps for Optimizing Your GoHighLevel Workflows

Once your Send SMS workflow action is running smoothly, consider further optimization:

• Combine SMS with emails and other actions in a multi-step sequence.

• Monitor response rates and adjust timing or wording to improve engagement.

• Segment your audience so messages match each contact's interests and stage in the funnel.

For additional strategy, automation, and funnel-building resources beyond the core GoHighLevel documentation, you can explore expert guides and services at Consultevo.

By following these steps and best practices, you can confidently configure the Send SMS workflow action in GoHighLevel, automate effective text campaigns, and maintain compliance with carrier rules.

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