How to Log Emails in GoHighLevel

How to Log Emails in GoHighLevel (GHL)

Keeping track of your email conversations is crucial for managing leads, clients, and overall business communication. GoHighLevel (GHL) allows you to log emails automatically, ensuring all interactions are saved within the platform. This tutorial will guide you on how to log emails in GHL. By the end of this article, you’ll know how to track emails effectively and keep your CRM organized.

Before we dive in, we have an exclusive 14-day free trial of GoHighLevel for you! Plus, get a free consultation to help you set up your email tracking and automation. Don’t miss out!

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Log into Your GoHighLevel Account

To get started:

  • Visit the Go High Level website and enter your login details, like your email and password.
  • Now, just click the Login button.

Once inside, you’ll be directed to your dashboard, where you can manage your business activities.

Enable Email Tracking

Email tracking must be enabled so that GHL can log emails.

  • Click on Settings in the left-hand menu.
  • Navigate to Company Settings.
  • Look for the Email Settings section.
  • Toggle on the option for Email Tracking.
  • Click Save.

This setting ensures that all emails sent from GHL are correctly logged.

Connect Your Email Provider

High-level won’t be able to track emails if you haven’t connected your email. Follow these steps to integrate your email provider:

  • In Settings, click on SMTP & Mailgun Services.
  • Choose your email provider (Mailgun, Gmail, SendGrid, or others).
  • Enter your SMTP details (server, username, and password).
  • Click Save.
  • Test the connection by sending a test email.

Once your email provider is connected, all emails sent through GHL will be automatically logged.

Send Emails from GoHighLevel

You can send emails directly from GoHighLevel, and they will be saved under the contact’s activity log.

  • Click on Contacts from the left menu.
  • Select the contact you want to email.
  • Click the Email button, compose your message, and click Send.

The email will now be saved in the contact’s activity timeline.

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Automate Email Logging with Workflows

Automation can save time by logging emails automatically.

  • Go to Automations > Workflows.
  • Click Create Workflow.
  • Select a trigger, such as “Email Sent”.
  • Add an action: “Log Email in Contact Activity”.
  • Click Save & Activate.

Now, every email sent from GHL will be automatically logged.

View Logged Emails

To check email logs:

  • Click on Contacts.
  • Select a contact.
  • Scroll to Activity Timeline.

You will see all emails sent and received, along with timestamps.

Troubleshooting Email Logging Issues

Sometimes, emails might not log properly. Here are common fixes:

  • Ensure email tracking is enabled in Settings.
  • Check if the correct email provider is connected.
  • Confirm that the email was sent through HighLevel, not externally.
  • If using automation, verify that workflows are active.

If you still have issues, contact Go High Level Support for assistance.

Best Practices for Email Logging in GHL

  • Always send emails from inside GHL to ensure tracking.
  • Use custom fields to personalize emails.
  • Set up email sequences for follow-ups.
  • Check logs regularly to avoid missing essential interactions.

Conclusion

Logging emails in HighLevel is simple and essential for tracking communication. Enabling email tracking, integrating your email provider, and using workflows can ensure that all interactions are appropriately recorded.

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