How to Set Manual Expiry Dates for Templates in GoHighLevel
If you manage multiple client assets across tools such as ClickUp and GoHighLevel, keeping templates current is critical. This guide explains exactly how to set manual expiry dates for your templates so that outdated content is automatically prevented from being used while you maintain full control over publishing and deactivation.
By the end of this tutorial, you will know when and why to use template expiry, how to configure it step by step, and what happens after a template reaches its expiry date.
Why Use Template Expiry in GoHighLevel
Template expiry lets you control how long a saved template remains available for use. This is especially helpful when:
- You run time-limited campaigns that must stop on a certain date.
- You manage seasonal promotions or holiday offers.
- You regularly update compliance, legal, or policy content.
- You want to avoid team members accidentally reusing outdated messaging.
Instead of manually deleting templates at the end of a campaign, you can configure an expiry date in GoHighLevel so the system automatically marks the template as expired on the date you choose.
Where Template Expiry Works in GoHighLevel
Manual expiry dates apply specifically to templates. Depending on your account configuration, this may include items such as:
- Campaign or promotion templates
- Re-usable content blocks
- Standardized messages you save for later use
The expiry setting is managed inside the template editor or template settings screen. The exact labels and layout may vary slightly based on recent interface updates, but the general process described here remains the same.
Step-by-Step: Set Manual Expiry for a Template in GoHighLevel
Follow the steps below to configure a manual expiry date for any eligible template in your account.
Step 1: Open the Template in GoHighLevel
- Log in to your GoHighLevel account using an admin or appropriate user profile.
- Navigate to the area where your templates are stored (for example, your templates list or library section).
- Locate the specific template you want to control with an expiry date.
- Click to open or edit that template so you can access its settings.
Step 2: Access Template Settings
Once the template is open, find the settings or options area where configuration controls are displayed. Typically, this will be labeled with terms such as:
- Settings
- Template Options
- Advanced
Click into this section so you can see options that affect how the template behaves over time.
Step 3: Locate the Expiry or Expiration Option
Inside the settings dialog or side panel, look for an option related to expiry. Common labels include:
- Manual Expiry
- Expiry Date
- Expiration
This control is dedicated to telling GoHighLevel when the template should no longer be available for use.
Step 4: Turn On Manual Expiry
Before you can specify a date, you usually need to enable expiry for that template. In most layouts, this is a simple toggle or checkbox. For example:
- Toggle a switch labeled something like Enable Manual Expiry.
- Or tick a checkbox indicating that the template will expire on a specific date.
When this control is activated, the date selector for the template expiry becomes available.
Step 5: Choose the Template Expiry Date
Now select the date on which the template should expire. To do that:
- Click inside the Expiry Date field.
- Use the calendar picker to choose the appropriate expiry date.
- Confirm that the date reflects the last day you want the template to remain usable.
Once that date is reached, GoHighLevel will treat the template as expired based on the system rules described in the original support documentation.
Step 6: Save Your Template Settings
After you select the expiry date, save your changes. Depending on your interface, this may require you to:
- Click Save or Save Template.
- Click Update or a similar button.
If you close the editor without saving, the manual expiry configuration will not be applied, and your template will continue without an expiry date.
What Happens When a Template Expires in GoHighLevel
Once the calendar reaches the date you configured, the template’s status changes automatically. While the exact visual indicator may differ based on interface updates, the general behavior is:
- The template is flagged as expired inside the system.
- Team members are prevented from using it for new campaigns or content.
- The expired item may still appear in your list with a clear label indicating its expired state.
This helps you maintain a clean, accurate template library while preserving historical records of older templates for reference.
Best Practices for Managing Template Expiry in GoHighLevel
To make the most of manual expiry, consider these recommendations:
- Plan expiry around campaign timelines: If a promotion ends at midnight, set the expiry date for the day after the campaign closes, giving you a safe buffer.
- Use expiry for policy-driven content: For legal, compliance, or policy templates that change regularly, always assign an expiry so nothing outdated is reused.
- Review expired templates periodically: Filter or scan for expired templates, then decide whether to update or permanently remove them.
- Document rules in your SOPs: Add a short note to your internal standard operating procedures to ensure every new template is evaluated for a potential expiry date.
Troubleshooting Template Expiry in GoHighLevel
If a template does not behave as expected after you configure an expiry date, check the following:
- Confirm that manual expiry is actually enabled, not just the date selected.
- Verify that the current date has already passed the expiry date.
- Make sure you saved and updated the template after editing.
- Check user permissions to ensure that your profile is allowed to modify template settings.
For detailed, platform-specific behavior, consult the official support resource that this guide is based on: How to set manual expiry dates for templates.
Additional Resources Beyond GoHighLevel
While the manual expiry feature keeps templates accurate inside your account, you may also want help with broader funnel strategy, automation workflows, or implementation. For consulting and done-for-you services that complement GoHighLevel usage, you can visit Consultevo for expert assistance.
Use the steps in this guide to configure manual expiry dates for your templates and keep your account organized, compliant, and fully aligned with your current marketing and operational strategies.
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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