20%
20%

How to Create an Email Campaign With HighLevel (Step-by-Step Guide)

Let’s be real—email marketing is still king.

Sure, SMS, social media, and AI chatbots are great. But if you’re not consistently showing up in inboxes, you’re leaving money on the table.

And if you’re using HighLevel, you’ve got one of the most powerful email marketing tools at your fingertips.

🚀 But are you using it to its full potential?

Whether you’re here because you’re just getting started with HighLevel email campaigns or you want to sharpen your strategy, this guide will walk you through exactly how to set up, optimize, and send high-performing email campaigns in HighLevel.

Plus, stick around to the end—I’ve got an interactive tutorial to make learning even easier.

Let’s dive in.

Why Use HighLevel for Email Marketing?

Why Use HighLevel for Email Marketing?

HighLevel isn’t just another email tool. It’s an all-in-one marketing automation platform, meaning your emails work seamlessly with your funnels, CRM, and SMS marketing—all under one roof.

What makes it different?

✔️ Drag-and-drop email builder (customize everything easily)
✔️ Pre-built email templates (get started fast)
✔️ Automation & workflows (set up follow-ups on autopilot)
✔️ Smart segmentation (target the right people at the right time)
✔️ Email + SMS marketing integration (double your impact)

Now, let’s get into the step-by-step process of creating your first email campaign.

Step 1: Open the Email Marketing Tool

To get started, log in to HighLevel and head to:

👉 Marketing TabEmails

Then, click “+ New” to create a new email campaign.

Step 2: Choose a Template or Start from Scratch

Now, you’ll see HighLevel’s email template library.

✅ Want something quick? Choose a pre-built template
✅ Want full control? Start from scratch with the drag-and-drop editor

Each template has a preview and description so you can pick one that fits your campaign goal (newsletters, promotions, webinar invites, etc.).

Once you’ve chosen your template (or blank slate), click “Continue.”

Step 3: Customize Your Email (The Fun Part)

Welcome to the email builder—where the real magic happens.

This is where you can:
🎨 Add your branding (logo, colors, fonts)
📸 Insert images & videos (boost engagement)
📝 Write compelling copy (grab attention fast)
📲 Optimize for mobile (over 50% of emails are read on phones)

💡 Pro Tip: Keep your subject line short & punchy (5-7 words). If it doesn’t make someone want to click, they won’t even read your email.

Once everything looks good, hit “Send” or “Schedule” to move to the final step.

Step 4: Set Up Recipients & Schedule Your Email

Here’s where you fine-tune your audience targeting.

✔️ Manually select contacts
✔️ Use Smart Lists for dynamic segmentation
✔️ Filter by tags, behavior, or past actions

You can also:
📆 Send immediately or schedule for later
👀 Preview how your email looks on desktop & mobile
✏️ Edit your sender name & email preview text

Final step? Click “Review and Schedule”—and you’re done! 🚀

Cool Free Stuff: Interactive Tutorial

If all of this still sounds a little overwhelming—don’t worry.

We’ve created an interactive tutorial that walks you through each step inside HighLevel.

Final Thoughts: Mastering Email Marketing in HighLevel

HighLevel isn’t just another email tool—it’s a full marketing command center.

With the right strategy, you can:
💰 Increase sales & conversions
🎯 Send hyper-personalized messages
📈 Track engagement & improve results

Need help getting set up?

👉 Visit HL Pro Tools—we’ll help you set up, optimize, and automate your email marketing so you can focus on what matters.

Do you want the HighLevel fast-track?

We bundled all the goodness we created for ourselves over the past 18 months into a complete training to sell more & retain clients longer with HighLevel®.

About HL Pro Tools

HL Pro Tools is the only white label HighLevel® support with a money back guarantee to help your agency sell more & retain clients longer.

Do you want the HighLevel fast-track?

We bundled all the goodness we created for ourselves over the past 18 months into a complete training to sell more & retain clients longer with HighLevel®.