How to Customize Templates in GoHighLevel

Customizing templates in GoHighLevel is a straightforward process that allows you to tailor your communication to better align with your business branding and messaging. Whether you're working with emails, SMS, or funnels, personalizing templates helps to create a consistent and professional look. Here's how to get started:

Step 1: Access the Templates

First, log in to your GoHighLevel account. Navigate to the 'Marketing' tab, and from the dropdown menu, select 'Templates'. Here, you'll find a variety of template categories, such as emails, SMS, voicemails, and more.

Step 2: Choose a Template

Browse through the available templates to find one that closely matches the purpose of your communication. When you've found a suitable template, click on it to begin customization.

Step 3: Edit Content

The template editor in GoHighLevel is quite user-friendly. You can click on any text element within the template to edit it. Start by modifying the headlines and body text to convey your message. Ensure that the tone and language reflect your brand's voice.

Step 4: Personalize with Merge Tags

To add a personal touch to your templates, you can use merge tags. These are placeholders that will automatically pull in personalized information, such as the recipient's name, when the message is sent. Look for the 'Merge Tags' button in the editor to see what options are available, and insert them as needed.

Step 5: Adjust the Design

Apart from the content, you can also change design elements like colors, fonts, and images to match your branding. If you’re editing an email template, you may have options to add buttons, dividers, and social media links. Use the drag-and-drop interface or the settings panel to make these adjustments.

Step 6: Save Your Template

After making all the necessary changes, be sure to save the template. Give it a unique name that you'll easily recognize for future use.

Step 7: Test Your Template

Before using the template in your campaigns, it's essential to test it. Send a test email or message to yourself to ensure everything looks as expected. Pay attention to how the template renders on different devices and email clients.

Step 8: Use Your Customized Template

Now that your template is customized and tested, it's ready to use. You can incorporate it into your campaigns, automations, or send it out as a one-time communication.

Customizing templates in GoHighLevel can truly elevate your digital marketing efforts and help maintain a cohesive brand experience for your clients. With these simple steps, you can efficiently customize templates to reflect your business's unique style and messaging – no extensive technical skills required.