skills/justin322322/ghl-skills/GHL Email & SMS Marketing

GHL Email & SMS Marketing

SKILL.md

GHL Email & SMS Marketing

Overview

GoHighLevel centralizes all communication channels into a unified inbox. This covers email marketing, SMS/MMS messaging, WhatsApp, social media DMs, and multi-channel campaign strategies.


Unified Inbox

Supported Channels

Channel Setup Required
Email Connect email service (Mailgun, SMTP, or LC Email)
SMS / MMS LC Phone number or Twilio
Phone Calls LC Phone number
Facebook Messenger Connect Facebook page
Instagram DMs Connect Instagram business account
Google Business Messages Connect Google Business Profile
WhatsApp WhatsApp Business API integration
Live Chat Add chat widget code to website
TikTok DMs Connect TikTok account (2025)

Inbox Best Practices

  1. Respond within 5 minutes — Speed-to-lead is critical for conversion
  2. Use canned responses — Pre-write responses for common questions
  3. Assign conversations — Route to the right team member
  4. Mark as read/unread — Keep inbox organized
  5. Use internal notes — Coordinate with team members on a conversation
  6. Set up notifications — Get alerted for new messages across all channels

Email Marketing

Email Service Options

Provider Type Best For
LC Email GHL native Simplest setup, built-in
Mailgun Third-party SMTP Higher send volumes, better deliverability control
Custom SMTP Self-managed Full control, existing infrastructure

Email Configuration

  1. Connect email service in Settings → Email Services
  2. Verify sending domain — Add DNS records (SPF, DKIM, DMARC)
  3. Set default "From" addressyourname@yourdomain.com
  4. Configure tracking — Open tracking, click tracking, unsubscribe link

Email Builder Features

  • Drag-and-drop editor with pre-built blocks
  • HTML editor for custom code
  • Merge fields{{contact.first_name}}, {{contact.company}}, etc.
  • Dynamic content — Show/hide sections based on tags or custom fields
  • A/B testing — Test subject lines, content, send times
  • Templates library — Save and reuse email designs

Email Campaign Best Practices

  1. Subject lines — Keep under 50 characters; personalize with first name
  2. Preview text — Add compelling preview text (shown in inbox next to subject)
  3. Mobile-first design — 70%+ of emails are opened on mobile
  4. Single CTA — One clear action per email
  5. Personalization — Use merge fields and behavioral segmentation
  6. Send time — Test optimal send times for your audience
  7. Clean your list — Remove bounced, unsubscribed, and inactive contacts
  8. Warm up new domains — Start with small volumes and increase gradually

Deliverability Checklist

  • SPF record configured
  • DKIM record configured
  • DMARC record configured
  • Custom tracking domain set up
  • Sending domain verified
  • Unsubscribe link in every email
  • Physical address in footer
  • List hygiene (remove bounces regularly)
  • Warm-up schedule for new domains (2-4 weeks)

SMS Marketing

Setup

  1. Get an LC Phone number in Settings → Phone Numbers
  2. Register for A2P (Application-to-Person) — Required for US businesses
  3. Verify your brand through The Campaign Registry (TCR)
  4. Set up compliance — Opt-in confirmation, opt-out handling

SMS Best Practices

Practice Details
Keep it short Under 160 characters to avoid splitting
Personalize Use {{contact.first_name}} in every message
Include CTA Every SMS should have a clear next step
Timing matters Send between 9 AM–8 PM in contact's timezone
Use MMS sparingly Images increase engagement but cost more
Respect frequency Max 2-3 SMS per week per contact
Always offer opt-out Include "Reply STOP to unsubscribe"

A2P Registration (US)

Required for all US-based SMS sending — Without A2P registration, messages may be blocked by carriers.

  1. Brand Registration — Register your business with The Campaign Registry
  2. Campaign Registration — Register each use case (marketing, support, etc.)
  3. Approval — Wait for carrier approval (2-15 business days)
  4. Monitor — Track message delivery rates and carrier feedback

SMS Compliance Rules

  • TCPA Compliance — Written consent required before sending marketing SMS
  • Opt-in required — Contacts must explicitly agree to receive messages
  • Opt-out honored immediately — When someone texts STOP, cease all messages
  • Business hours — Avoid sending before 8 AM or after 9 PM local time
  • Content restrictions — No SHAFT content (Sex, Hate, Alcohol, Firearms, Tobacco)

WhatsApp Integration

Setup

  1. Connect WhatsApp Business API through GHL settings
  2. Verify your business phone number
  3. Create message templates (pre-approved by WhatsApp)
  4. Configure in Conversation AI or Workflow actions

WhatsApp Features

  • Template messages (marketing, utility, authentication)
  • Free-form messaging within 24-hour conversation window
  • Rich media (images, documents, videos)
  • Interactive buttons and quick replies
  • Integration with Conversation AI

Multi-Channel Sequences

Campaign Structure

Day 0: SMS — Immediate follow-up ("Thanks for reaching out!")
Day 0: Email — Welcome email with value proposition
Day 1: SMS — "Did you get a chance to review?"
Day 3: Email — Case study / testimonial
Day 5: SMS — Direct CTA with booking link
Day 7: Email — Final value-add content
Day 10: Voicemail Drop — Personal touch
Day 14: SMS — Last chance / special offer

Channel Selection Guide

Scenario Best Channel Why
Immediate follow-up SMS Highest open rates (98%)
Detailed content Email Supports rich formatting
Appointment reminder SMS Read within 3 minutes
Nurture sequence Email + SMS mix Email for content, SMS for nudges
Re-engagement SMS or Voicemail Personal, attention-grabbing
Document delivery Email Supports attachments

Template Management

Email Templates

  • Create reusable email templates in Marketing → Emails → Templates
  • Save designed emails as templates for workflow use
  • Organize templates by category (welcome, follow-up, promotional, etc.)

SMS Templates

  • Save frequently used SMS messages as snippets
  • Use custom values for business-specific content
  • Create templates for each stage of the customer journey

Template Naming Convention

[Channel] - [Purpose] - [Stage]
Examples:
  EMAIL - Welcome - New Lead
  SMS - Reminder - 24hr Before
  SMS - Follow-Up - Day 3
  EMAIL - Review Request - Post Service

Key Metrics to Track

Metric Email Target SMS Target
Open Rate > 25% > 90%
Click Rate > 3% > 10%
Reply Rate > 5% > 15%
Unsubscribe Rate < 0.5% < 1%
Bounce Rate < 2% < 5%
Conversion Rate > 2% > 5%

Key Resources

  • LC Email Setup: Settings → Email Services
  • Phone Numbers: Settings → Phone Numbers
  • A2P Registration: Settings → Phone Numbers → Trust Center
  • Templates: Marketing → Emails / SMS Templates
  • Compliance: TCPA Guidelines
Weekly Installs
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GitHub Stars
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First Seen
Jan 1, 1970