Email and SMS automation for agencies

Email and SMS work best when each message has a reason to exist. Start with the customer event, decide what the person needs next, then choose the channel.

Set up sending correctly

HighLevel's current setup documentation covers authenticated email domains plus phone and SMS configuration. Complete the technical setup before building large communication workflows.

Use the channel that fits the message

Email can handle information that needs more space. SMS is useful for concise, time sensitive communication such as appointment reminders. Your exact mix should match the business and customer expectations.

Let behavior change the sequence

A reply, booking, cancellation or other meaningful event should be able to change what happens next. This keeps follow up aligned with the customer's current state.

Keep consent and compliance in the process

Messaging requirements vary by channel and location. Build consent, opt out handling and appropriate sending practices into the workflow rather than treating them as an afterthought.

Connect communications to CRM

The biggest operational benefit comes when messages, contact records, appointments and pipeline activity are part of the same process.

Continue with lead follow up automation, appointment automation and HighLevel workflows.