Automating your email sequences is one of the most powerful things you can do in Go High Level (GHL). Whether you’re nurturing leads, onboarding clients, or following up on sales calls — a smart sequence saves you time and increases conversions.
In this guide, we’ll walk you through how to automate email sequences step-by-step in Go High Level, and we’ll include ready-to-use email templates to plug into your workflows.
Step 1: Set Up Your Pipeline and Triggers
Start by organizing your CRM pipeline inside Go High Level.
- Go to Opportunities > Pipelines and set up your sales or lead flow.
- Create stages like: New Lead, Contacted, Proposal Sent, Closed Won.
- Now head to Automations > Create Workflow.
- Use a trigger like:
- Form Submitted
- Tag Added
- Appointment Booked
- Opportunity Stage Changed
This will activate the email sequence at the perfect moment.
Step 2: Add Email Steps to Your Workflow
Inside the workflow builder:
- Click + Add Action > Choose Send Email.
- Write your email content (or use our templates below).
- Repeat this for multiple steps in your sequence.
📌 Tip: Add multiple “Send Email” actions with wait steps in between to form a sequence.
Step 3: Personalize Using Dynamic Fields
Make your emails feel 1-on-1 by adding custom fields like:
{{contact.first_name}}
{{contact.company_name}}
{{appointment.start_time}}
These fields automatically pull data from each contact, improving engagement.
Step 4: Add Conditional Logic (Optional)
Want to send different emails based on lead behavior?
- Use If/Else logic in your workflow.
- Example: If Contact Clicked Email Link → Send Follow-Up A
- Else → Send Follow-Up B
Conditional paths help you segment and respond smarter.
Step 5: Wait Steps
Don’t blast emails all at once. Use Wait steps between each email:
- Example: Wait 2 days → Send next email.
- You can also wait:
- For a date/time
- Until an action occurs
- For conditions to be met
This creates a more natural and less spammy flow.
Step 6: Test and Publish
Before launching:
- Test the sequence using a dummy contact.
- Check if personalization works and emails are delivered.
- Use the “Test Action” feature in the workflow builder.
Once verified, publish the workflow and start driving results.
Bonus: Add SMS Steps Alongside Email
Go High Level allows you to combine email + SMS for higher response rates.
- Add an SMS step in between or after emails.
- Example:
- Email 1 → Wait 1 Day → SMS Reminder → Email 2
Just make sure you have SMS consent from your contacts.
Ready-to-Use Email Templates (Copy & Paste)
Here are a few plug-and-play email templates you can add directly:
📨 Email 1 – Welcome / Intro Email
Subject: Great to connect with you!
plaintextCopyEditHi {{contact.first_name}},
Thanks for reaching out! I’m excited to explore how we can help you achieve your goals.
If you have any immediate questions, just hit reply.
Looking forward to connecting soon!
Best,
[Your Name]
📨 Email 2 – Follow-up After No Reply
Subject: Just checking in, {{contact.first_name}}
plaintextCopyEditHi {{contact.first_name}},
Just wanted to follow up and see if you had a chance to review my last message.
Let me know if you’d like to book a quick call or if you have any updates.
Warm regards,
[Your Name]
📨 Email 3 – Offer or Call to Action
Subject: Here’s how we can help, {{contact.first_name}}
plaintextCopyEditHi {{contact.first_name}},
Based on what you shared, I believe we can offer real value.
Would you like me to put together a quick proposal or walkthrough?
Click below to book a time that works best:
[Booking Link]
Thanks again,
[Your Name]
Who Can Use This Automation?
This email automation setup is perfect for:
✅ Agencies
✅ Coaches & Consultants
✅ Real Estate & Mortgage Professionals
✅ SaaS Founders
✅ Local Businesses
✅ Freelancers & Marketers
If you’re managing leads and clients — GHL email automation is for you.
Conclusion
Go High Level makes it incredibly easy to automate email follow-ups, client onboarding, and lead nurturing with just a few clicks. By using smart triggers, wait times, and personalization, you can create an experience that feels human — while saving yourself hours every week.
Let Vibidsoft Help You Automate Smarter
Don’t want to build all this from scratch?
At Vibidsoft Pvt Ltd, we help businesses like yours strategize, build, and automate smart workflows inside Go High Level — saving time, reducing follow-up delays, and increasing conversion rates.
👉 Reach out to us today and let’s automate your sales and marketing together.
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