Video Summary:
In this tutorial, I walk you through how to customize the emails that go out when someone purchases your course or joins your community inside HighLevel. The default templates that come with HighLevel are functional, but not polished—and definitely not on-brand. I show you how to modify the default welcome emails, how to use your own branded email templates, and how to send more personalized onboarding emails using workflows and the correct triggers.
By the end of this tutorial, you’ll know how to:
- Access and customize the default platform email templates
- Clone and personalize your own branded email templates
- Add custom instructions, links, and buttons using merge tags
- Understand when and how to disable the default email
- Create automations that send course- or community-specific onboarding emails
- Use the correct automation trigger so custom values (like magic login links) work properly
Tools Used:
- HighLevel – Get a 30-Day Free Trail
Key Takeaways 🚀:
💡 Default Templates Are Generic: HighLevel’s built-in emails get the job done, but customizing them creates a much better user experience.
💡 Brand Your Welcome Emails: Clone your branded email template and add personalized content, login instructions, and buttons with magic login links.
💡 Use “Offer Access Granted” Triggers: This ensures that your custom values (like login links) have the correct context and function properly in automations.
💡 Customize by Offer: You can create specific templates for each course or community offer, giving you full control over the onboarding experience.
💡 Don’t Forget Subject Lines: Custom templates often carry over old subject lines. Update them in the email settings before you use them in automations.
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