In this SOP we will focus on the new email “stats” feature that our CRM software Go High Level has released. In High Level, there are two ways to send emails; through “Bulk Requests” or under the Marketing tab, in “Campaigns.” We’ll dive into each one in a moment.

High Level’s “Campaigns” can be found in the “Marketing” tab, on the left-hand side of your screen within a sub-account, not in Agency view. Working under “Campaigns” is the traditional way of creating points of contact or “campaign events,” as High Level calls them. In this section, you can also set the cadence or time sequence in which you would like these events (SMS, email, voicemail) to be delivered.

26/02/21

New Email Stats Feature + Bulk Requests

In this SOP we will focus on the new email “stats” feature that our CRM software Go High Level has released. In High Level, there are two ways to send emails; through “Bulk Requests” or under the Marketing tab, in “Campaigns”. We’ll dive into each one in a moment. High Level’s “Campaigns” can be found in the “Marketing” tab, on the left-hand side of your screen within a sub-account, not in Agency view. 

Working under “Campaigns” is the traditional way of creating points of contact or “campaign events”, as High Level calls them. In this section, you can also set the cadence, or time sequence in which you would like these events (SMS, email, voicemail) to be delivered by.

The new “Emails” feature works in conjunction with “Campaigns” , which is found under the same Marketing tab; Emails can be created from scratch and can be saved as templates, that look undeniably more appealing and easy to work with. You will be able to upload these “templates” into your Campaigns without having to work on the email there as well. The editing feature for “Emails” surpasses Campaigns by a long shot.

As soon as you click on the “Emails” tab, you can begin creating new mail by clicking on “Create Email” on the top right hand corner. You can start one from scratch, meaning create your own altogether, or use templates that High Level provides. Once you start working with the new Email feature, you may notice it looks somewhat similar to the “Funnel builder” High Level already uses. The Funnel builder is the feature used for creating our clients’ whitelabel websites and landing pages for their products or services.

On the left-hand side, you will find all elements to add in the email, like text, images, custom fields, buttons, even HTML code, which is now also available to input for those who wish to add further personalizations to their emails. To the right, you will be able to see how the email looks as you work with it.

Once you have a completed email, you can save it as a template. Saving it as a template facilitates your work once you set up your Campaign cadence. When you create an email in Campaigns, you will be able to simply select the template and your campaign event will be complete.

Aside from it’s comfortable working layout, the new “Email” feature allows marketers to provide appealing templates to prospecting clients, as examples of how our emails can look for them, as opposed to the previous way of working and editing emails under Campaigns.
Going back to the “stats” feature High Level has been working on, you will need to head back to “Emails”. Once you start adding and sending emails, this will show you the stats in a new pop-up window on the right-handside. The new “stats” or details you will be able to see are Cluck through rate, the GHL team worked on providing with this new feature.

Bulk Request 

When you send a Bulk Request, head to “Contact List”, on the right hand side menu of GHL.

Select three contacts, for example, to send a Bulk Request. Click on “Send SMS” (fourth option). 

Now Send a Message, and go to “Contact Requests” on your left hand side.

Once you are in “Contact Requests”, head to “Bulk Actions” to see the Bulk Request you sent out. 

Go to the right hand side, where it says “Scheduled” and drop-down and select “Completed”. CLick on “Show Stats” to see new reports.

You can also Click on either “Delivered, Clicked or Failed” to see the status SMS details.

Finally, there’s the option to “Export” as a Google Sheet Document, if you wish to create a document for this specific Bulk Request that you sent out.