How to Do a Scheduled Send in Go High Level: Step by Step

Learn how to schedule sends in Go High Level. Automate your emails and SMS for optimal engagement with this step-by-step guide.

How to Do a Scheduled Send in Go High Level

Timing is everything when it comes to marketing, whether you’re sending an email, SMS, or launching a campaign. With GoHighLevel, you can easily schedule sends to ensure that your messages reach your audience at the perfect time. This powerful feature allows businesses to automate their communication, ensuring that important messages are delivered when they’re most likely to be read and engaged with.

In this blog post, we’ll walk you through the step-by-step process of scheduling a send in High Level, helping you make the most out of the platform’s capabilities to automate and streamline your business communications.

If you haven’t yet explored HighLevel, sign up for a 30-day free trial here and experience how scheduling messages and automating your workflow can boost efficiency and improve client interactions.

How to Do a Scheduled Send in Go High Level

Why Use Scheduled Sends in GoHighLevel?

Before diving into the process, let’s explore why scheduling sends on High Level is beneficial for businesses and agencies:

1. Increased Engagement

Scheduling messages to be sent at the optimal time ensures that your audience receives them when they are most likely to engage. For example, emails sent early in the morning or SMS reminders sent before an appointment can dramatically increase response rates.

2. Consistency in Communication

Automating scheduled sends allows businesses to maintain consistent communication with clients or leads. Whether it’s a follow-up email or a promotional offer, scheduling ensures nothing is missed, and communications are always timely.

3. Improved Productivity

By planning and scheduling your sends ahead of time, you save countless hours on manual communication tasks. This allows you and your team to focus on more strategic work, while Go High Level takes care of timely message delivery.

4. Lead Nurturing and Retention

Scheduled sends can be part of automated workflows that nurture leads over time. Sending emails or text messages at pre-determined intervals helps you build relationships and stay top-of-mind for potential clients, increasing conversion rates.

Now that we’ve explored why scheduled sends are valuable, let’s walk through the steps to set up a scheduled send in Go High Level.

 

Step-by-Step Guide to Scheduling Sends in High Level

◉ Step 1: Log in to Your Go High Level Account

The first step is to log in to your HighLevel account. If you don’t have an account yet, you can sign up for a 30-day free trial here. Once logged in, you’ll have access to the platform’s dashboard where you can manage your automations, campaigns, and contacts.

◉ Step 2: Navigate to Automations or Campaigns

You can schedule sends for both emails and SMS messages through the Automations or Campaigns section of Go High Level.

  • If you want to schedule a message as part of a broader workflow (e.g., a lead nurture sequence), go to the Automations tab.
  • If you’re scheduling a single email or SMS for a one-time campaign, head to the Campaigns tab on the left-hand menu.

For this guide, we’ll walk through how to schedule an email or SMS send through the Campaigns tab.

◉ Step 3: Create a New Campaign

In the Campaigns section, click the button that says Create Campaign. You will be prompted to name your campaign (for example, “October Promo Email” or “Client Appointment Reminder”).

◉ Step 4: Add an Email or SMS to the Campaign

Once your campaign is created, the next step is to add the content of your message. You can choose between an email or an SMS message. Here’s how:

a. Email

  • Click Add Email and use the drag-and-drop email builder to craft your message.
  • You can include text, images, buttons, and other elements to customize the email. Be sure to test the email layout to ensure it looks good on both desktop and mobile.
  • Use personalization tags like {{name}} to address your recipients directly.

b. SMS

  • If you’re scheduling an SMS, click Add SMS and write the message you want to send. Keep it concise and clear. Like email, you can personalize the SMS by using the recipient’s name or other dynamic fields.

◉ Step 5: Schedule the Send

Now that your message is created, it’s time to schedule it. Here’s how to do that:

  1. Click on the Clock Icon: Within the campaign editor, you’ll see an option to schedule the message by clicking the clock icon next to the send button.
  2. Select a Date and Time: Choose the specific date and time you want the message to be sent. Go High Level allows for flexible scheduling, so you can set the send to occur at any time in the future.
  3. Set Time Zone: Ensure the correct time zone is selected so that the message goes out at the intended time for your audience, especially if you have a global client base.

◉ Step 6: Review and Activate the Campaign

Once you’ve scheduled the send, it’s always a good idea to review the campaign one last time. Double-check that:

  • The message content is accurate and reflects your brand’s voice.
  • The personalization fields are correctly applied.
  • The date and time for the send are correct.

After reviewing, click Save and then Activate to finalize the campaign. Go High Level will handle the rest, sending your message automatically at the scheduled time.

◉ Step 7: Monitor Performance

After the message has been sent, you can monitor the performance of your email or SMS through Go High Level’s analytics tools. These tools allow you to track:

  • Open rates (for emails)
  • Click-through rates (for emails)
  • Response rates (for SMS)
  • Delivery rates (for both emails and SMS)

By analyzing the performance, you can adjust your future scheduled sends for even better results, such as refining your message or adjusting the timing for higher engagement.

 

Best Practices for Scheduled Sends in Go High Level

To maximize the effectiveness of scheduled sends, here are a few best practices:

1. Choose the Optimal Send Time

Research shows that certain times of the day are better for sending emails or SMS. For example, emails are often opened more frequently in the morning, while SMS reminders may perform better when sent closer to the event time. High Level allows you to tailor your sends to your audience’s time zone and behavior.

2. Personalize Your Messages

Personalization is key to engaging your audience. Using HighLevel’s dynamic fields like names, appointment details, or specific product recommendations increases the likelihood of a positive response.

3. Test Before Sending

Always test your email or SMS to ensure that everything appears as intended. GoHighLevel allows you to send test emails, so you can verify that the content, links, and formatting are correct.

4. Segment Your Audience

Scheduling sends is even more effective when you segment your audience based on their behavior or demographics. For instance, sending targeted messages to different client groups (like leads, active clients, or past clients) increases relevancy and engagement.

 

Conclusion for Scheduled Sends in HighLevel

Scheduling sends in High Level is an excellent way to automate your communication, ensuring that emails and SMS messages reach your audience at the perfect time. Whether you’re scheduling a one-time campaign or part of a larger automation workflow, Go High Level makes it easy to manage and optimize your communication efforts.

If you’re ready to boost engagement and streamline your communications, sign up for a 30-day free trial of GoHighLevel here and explore how this platform can transform the way you connect with your audience.

Frequently Asked Questions

How do I schedule an email in Go High Level?

You can schedule an email in Go High Level by creating a campaign, crafting your message, and setting the date and time for it to be sent.

Can I schedule SMS messages in Go High Level?

Yes, Go High Level allows you to schedule SMS messages by setting a specific date and time for delivery as part of a campaign or automation.

Is there a limit to how far in advance I can schedule a send?

No, you can schedule sends as far in advance as needed, giving you complete control over your communication timeline.

Can I change the scheduled send time after setting it in Go High Level?

How to Do a Scheduled Send in Go High Level

 

Yes, you can edit your campaign and adjust the send time before it’s activated, allowing flexibility in case of changes.

Mika Stupnik
Mika Stupnik

Finance & Digital Marketing.

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