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Getting Started w/ GHL Customer Care

Getting Started - Launch an Email Campaign

Learn how to launch an email campaign in GHL Customer Care using templates, Email AI, testing, scheduling, and campaign settings for a smooth and successful send.

3 min read572 words14 explained imagesUpdated Mon, 17 Aug at 9:35 AM
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Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
On this page
  1. Start From An Email Template
  2. Edit Email Template
  3. Dock the Edit Panel & Work with Email AI
  4. Create Email Campaign from Template
  5. Related Articles

Ready to captivate your audience? Launching an email campaign is one of the best ways to engage your contacts and drive real results. Whether you're promoting your services or simply staying top of mind, a well-crafted email can significantly boost your conversions. Let's dive in and get your first campaign off the ground!

TABLE OF CONTENTS

Start From An Email Template

Every great email campaign starts with a stunning template. Think of your template as the blueprint for success—it's the foundation upon which you'll build compelling messages again and again. Ready to get started?

  1. Navigate to Marketing > Emails.
  2. Click the Templates Tab.
  3. Click New.
  4. Select Email Marketing Templates.
    Step 4 of 8: Select Email Marketing Templates What this shows Step 4 of 8: Select Email Marketing Templates. What this shows Shows what to choose for step 4 of 8 in the "Start From An Email Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 4 of 8 in the "Start From An Email Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you select Email Marketing Templates. For context, this section explains: Every great email campaign starts with a stunning template. Think of your template as the blueprint for success—it's the foundation upon which you'll build compelling messages again and again. Ready to get started? The navigation path used here is Marketing > Emails. This part of the guide covers 2 fields, listed below. The next step is to browse or search the Template Library to find a design that fits your campaign or create from scratch. Step 4 of 8Path: Marketing > EmailsImage 1 of 14 What to chooseSelect Email Marketing Templates.
    Fields in this part of the guide Email Templates vs Email CampaignsHow to add your email templates in Template Library
    Buttons and menus referenced Email Marketing Templates.Marketing > Emails.TemplatesNew.BrowseTemplateLibrarycreate from scratchPreviewChoose templateBuilderTip
    Next stepBrowse or search the Template Library to find a design that fits your campaign or create from scratch.
    Example values
    Email Templates vs Email Campaigns
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 8 steps in this procedure
    1. Navigate to Marketing > Emails.
    2. Click the Templates Tab.
    3. Click New.
    4. Select Email Marketing Templates. this image
    5. Browse or search the Template Library to find a design that fits your campaign or create from scratch.
    6. Preview your desired template to see how it resonates.
    7. Click Choose template to open it in the Email Editor.
    8. This will create the template and open it in the Builder.
  5. Browse or search the Template Library to find a design that fits your campaign or create from scratch.
    Step 5 of 8: Browse or search the Template Library to find a design that fits your… What this shows Step 5 of 8: Browse or search the Template Library to find a design that fits your campaign or create from scratch. What this shows Shows what this covers for step 5 of 8 in the "Start From An Email Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 5 of 8 in the "Start From An Email Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you browse or search the Template Library to find a design that fits your campaign or create from scratch. The navigation path used here is Marketing > Emails. This part of the guide covers 2 fields, listed below. The next step is to preview your desired template to see how it resonates. Step 5 of 8Path: Marketing > EmailsImage 2 of 14 What this coversBrowse or search the Template Library to find a design that fits your campaign or create from scratch.
    Fields in this part of the guide Email Templates vs Email CampaignsHow to add your email templates in Template Library
    Buttons and menus referenced BrowseTemplateLibrarycreate from scratchMarketing > Emails.TemplatesNew.Email Marketing Templates.PreviewChoose templateBuilderTip
    Next stepPreview your desired template to see how it resonates.
    Example values
    Email Templates vs Email Campaigns
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 8 steps in this procedure
    1. Navigate to Marketing > Emails.
    2. Click the Templates Tab.
    3. Click New.
    4. Select Email Marketing Templates.
    5. Browse or search the Template Library to find a design that fits your campaign or create from scratch. this image
    6. Preview your desired template to see how it resonates.
    7. Click Choose template to open it in the Email Editor.
    8. This will create the template and open it in the Builder.
  6. Preview your desired template to see how it resonates.
  7. Click Choose template to open it in the Email Editor.
  8. This will create the template and open it in the Builder.
    Step 8 of 8: This will create the template and open it in the Builder What this shows Step 8 of 8: This will create the template and open it in the Builder. What this shows Shows what this covers for step 8 of 8 in the "Start From An Email Template" section of "Getting Started - Launch an Email Campaign". This animation accompanies step 8 of 8 in the "Start From An Email Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you this will create the template and open it in the Builder. The navigation path used here is Marketing > Emails. This part of the guide covers 2 fields, listed below. Step 8 of 8Path: Marketing > EmailsImage 3 of 14 What this coversThis will create the template and open it in the Builder.
    Fields in this part of the guide Email Templates vs Email CampaignsHow to add your email templates in Template Library
    Buttons and menus referenced BuilderMarketing > Emails.TemplatesNew.Email Marketing Templates.BrowseTemplateLibrarycreate from scratchPreviewChoose templateTip
    Example values
    Email Templates vs Email Campaigns
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 8 steps in this procedure
    1. Navigate to Marketing > Emails.
    2. Click the Templates Tab.
    3. Click New.
    4. Select Email Marketing Templates.
    5. Browse or search the Template Library to find a design that fits your campaign or create from scratch.
    6. Preview your desired template to see how it resonates.
    7. Click Choose template to open it in the Email Editor.
    8. This will create the template and open it in the Builder. this image
     
Tip: The Template Library search includes suggestions, recent searches, color-based discovery, and highlighted keyword matches to help you find relevant email templates faster.

Learn More:

Next, you can start customizing your template to make it uniquely yours!

Edit Email Template

Editing your template is where the magic happens. This is your chance to truly make the template your own by adding your personal touch, brand voice, and compelling visuals. Let's polish that template to perfection!

  1. Navigate to Marketing > Emails > Templates.
  2. Open your chosen template in the Email Editor
    Step 2 of 8: Open your chosen template in the Email Editor What this shows Step 2 of 8: Open your chosen template in the Email Editor What this shows Shows where to go for step 2 of 8 in the "Edit Email Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 2 of 8 in the "Edit Email Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you open your chosen template in the Email Editor. The navigation path used here is Marketing > Emails > Templates. This part of the guide covers 1 field, listed below. The next step is to adjust elements (text, images, layout) until it feels just right. Step 2 of 8Path: Marketing > Emails > TemplatesImage 4 of 14 Where to goOpen your chosen template in the Email Editor
    Fields in this part of the guide For peace of mind, click the 3-dot action menu > Test Email
    Buttons and menus referenced Email EditorMarketing > Emails > TemplatesAdjustSave Template3-dot action menu > Test EmailsenderrecipientsSend Test EmailBack
    Next stepAdjust elements (text, images, layout) until it feels just right.
    Example values
    For peace of mind, click the 3-dot action menu > Test Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 8 steps in this procedure
    1. Navigate to Marketing > Emails > Templates.
    2. Open your chosen template in the Email Editor this image
    3. Adjust elements (text, images, layout) until it feels just right.
    4. Click Save Template to keep your changes.
    5. For peace of mind, click the 3-dot action menu > Test Email
    6. Fill in details such as sender information and recipients.
    7. Click Send Test Email.
    8. Once you're happy, click Back to return to your Email Campaign Dashboard.
  3. Adjust elements (text, images, layout) until it feels just right.
  4. Click Save Template to keep your changes.
    Step 4 of 8: Click Save Template to keep your changes What this shows Step 4 of 8: Click Save Template to keep your changes. What this shows Shows how to confirm for step 4 of 8 in the "Edit Email Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 4 of 8 in the "Edit Email Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you click Save Template to keep your changes. The navigation path used here is Marketing > Emails > Templates. This part of the guide covers 1 field, listed below. The next step is to for peace of mind, click the 3-dot action menu > Test Email. Step 4 of 8Path: Marketing > Emails > TemplatesImage 5 of 14 How to confirmClick Save Template to keep your changes.
    Fields in this part of the guide For peace of mind, click the 3-dot action menu > Test Email
    Buttons and menus referenced Save TemplateMarketing > Emails > TemplatesEmail EditorAdjust3-dot action menu > Test EmailsenderrecipientsSend Test EmailBack
    Next stepFor peace of mind, click the 3-dot action menu > Test Email
    Example values
    For peace of mind, click the 3-dot action menu > Test Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 8 steps in this procedure
    1. Navigate to Marketing > Emails > Templates.
    2. Open your chosen template in the Email Editor
    3. Adjust elements (text, images, layout) until it feels just right.
    4. Click Save Template to keep your changes. this image
    5. For peace of mind, click the 3-dot action menu > Test Email
    6. Fill in details such as sender information and recipients.
    7. Click Send Test Email.
    8. Once you're happy, click Back to return to your Email Campaign Dashboard.
  5. For peace of mind, click the 3-dot action menu > Test Email
    Step 5 of 8: For peace of mind, click the 3-dot action menu > Test Email What this shows Step 5 of 8: For peace of mind, click the 3-dot action menu > Test Email What this shows Shows what to click for step 5 of 8 in the "Edit Email Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 5 of 8 in the "Edit Email Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you for peace of mind, click the 3-dot action menu > Test Email. The navigation path used here is Marketing > Emails > Templates. This part of the guide covers 1 field, listed below. The next step is to fill in details such as sender information and recipients. Step 5 of 8Path: Marketing > Emails > TemplatesImage 6 of 14 What to clickFor peace of mind, click the 3-dot action menu > Test Email
    Fields in this part of the guide For peace of mind, click the 3-dot action menu > Test Email
    Buttons and menus referenced 3-dot action menu > Test EmailMarketing > Emails > TemplatesEmail EditorAdjustSave TemplatesenderrecipientsSend Test EmailBack
    Next stepFill in details such as sender information and recipients.
    Example values
    For peace of mind, click the 3-dot action menu > Test Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 8 steps in this procedure
    1. Navigate to Marketing > Emails > Templates.
    2. Open your chosen template in the Email Editor
    3. Adjust elements (text, images, layout) until it feels just right.
    4. Click Save Template to keep your changes.
    5. For peace of mind, click the 3-dot action menu > Test Email this image
    6. Fill in details such as sender information and recipients.
    7. Click Send Test Email.
    8. Once you're happy, click Back to return to your Email Campaign Dashboard.
  6. Fill in details such as sender information and recipients.
  7. Click Send Test Email.
    Step 7 of 8: Click Send Test Email What this shows Step 7 of 8: Click Send Test Email. What this shows Shows what to click for step 7 of 8 in the "Edit Email Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 7 of 8 in the "Edit Email Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you click Send Test Email. For context, this section explains: Editing your template is where the magic happens. This is your chance to truly make the template your own by adding your personal touch, brand voice, and compelling visuals. Let's polish that template to perfection! The navigation path used here is Marketing > Emails > Templates. This part of the guide covers 1 field, listed below. The next step is to once you're happy, click Back to return to your Email Campaign Dashboard. Step 7 of 8Path: Marketing > Emails > TemplatesImage 7 of 14 What to clickClick Send Test Email.
    Fields in this part of the guide For peace of mind, click the 3-dot action menu > Test Email
    Buttons and menus referenced Send Test EmailMarketing > Emails > TemplatesEmail EditorAdjustSave Template3-dot action menu > Test EmailsenderrecipientsBack
    Next stepOnce you're happy, click Back to return to your Email Campaign Dashboard.
    Example values
    For peace of mind, click the 3-dot action menu > Test Email
    priya.raman@northgatedental.com

    Illustrative values showing the expected format. They are not read from the screenshot.

    All 8 steps in this procedure
    1. Navigate to Marketing > Emails > Templates.
    2. Open your chosen template in the Email Editor
    3. Adjust elements (text, images, layout) until it feels just right.
    4. Click Save Template to keep your changes.
    5. For peace of mind, click the 3-dot action menu > Test Email
    6. Fill in details such as sender information and recipients.
    7. Click Send Test Email. this image
    8. Once you're happy, click Back to return to your Email Campaign Dashboard.
  8. Once you're happy, click Back to return to your Email Campaign Dashboard.

Your template looks fantastic! Next, why not create an email campaign to reach your audience?

Dock the Edit Panel & Work with Email AI

Create faster by placing the edit panel on the right and working side by side with Email AI.

Steps:

  1. Open your campaign/template in the Email Builder.
  2. Enable Email AI (if needed for assisted drafting).
  3. Use the panel switch in the editor to move the panel Right (or back to Left).
  4. Continue editing, preview, and publish as usual.
Dock the Edit Panel & Work with Email AI (image 8 of 14) What this shows Open your campaign/template in the Email Builder. What this shows Illustrates the "Dock the Edit Panel & Work with Email AI" section of "Getting Started - Launch an Email Campaign". This screenshot appears in the "Dock the Edit Panel & Work with Email AI" section of "Getting Started - Launch an Email Campaign". The text alongside this image reads: Open your campaign/template in the Email Builder. Enable Email AI (if needed for assisted drafting). Use the panel switch in the editor to move the panel Right (or back to Left). Continue editing, preview, and publish as usual. Immediately after, the guide continues: With your refined template ready, it's time to share it with your audience! Turning your template into a live campaign is straightforward and exciting. Let’s make it happen! Image 8 of 14 Where to goOpen your campaign/template in the Email Builder. Enable Email AI (if needed for assisted drafting). Use the panel switch in the editor to move the panel Right (or back to Left). Continue editing, preview, and publish as usual.
Buttons and menus referenced rightside by sideEmail AIRightLeft
Next stepWith your refined template ready, it's time to share it with your audience! Turning your template into a live campaign is straightforward and exciting. Let’s make it happen!
All 4 steps in this procedure
  1. Open your campaign/template in the Email Builder.
  2. Enable Email AI (if needed for assisted drafting).
  3. Use the panel switch in the editor to move the panel Right (or back to Left).
  4. Continue editing, preview, and publish as usual.

Create Email Campaign from Template

With your refined template ready, it's time to share it with your audience! Turning your template into a live campaign is straightforward and exciting. Let’s make it happen!

  1. Go to Marketing > Emails > Campaigns.
  2. Click New > Select Template.
    Step 2 of 7: Click New > Select Template What this shows Step 2 of 7: Click New > Select Template. What this shows Shows what to choose for step 2 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 2 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you click New > Select Template. For context, this section explains: With your refined template ready, it's time to share it with your audience! Turning your template into a live campaign is straightforward and exciting. Let’s make it happen! The navigation path used here is Click New > Select Template. The next step is to or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign. Step 2 of 7Path: Click New > Select TemplateImage 9 of 14 What to chooseClick New > Select Template.
    Buttons and menus referenced New > Select Template.Marketing > Emails > Campaigns.Create Campaign.Send or ScheduleConfigureReview and Sendwatch
    Next stepOr you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
    All 7 steps in this procedure
    1. Go to Marketing > Emails > Campaigns.
    2. Click New > Select Template. this image
    3. Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
    4. With your template open, click Send or Schedule.
    5. Configure your email options (like selecting recipients and enabling tracking).
    6. Click Review and Send.
    7. Sit back and watch the status change from Sending to Sent—congratulations!
  3. Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
    Step 3 of 7: Or you can select Templates Tab > click the 3-dot action menu next to… What this shows Step 3 of 7: Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign. What this shows Shows what to choose for step 3 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 3 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign. The navigation path used here is Marketing > Emails > Campaigns. The next step is to with your template open, click Send or Schedule. Step 3 of 7Path: Marketing > Emails > CampaignsImage 10 of 14 What to chooseOr you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
    Buttons and menus referenced Create Campaign.Marketing > Emails > Campaigns.New > Select Template.Send or ScheduleConfigureReview and Sendwatch
    Next stepWith your template open, click Send or Schedule.
    All 7 steps in this procedure
    1. Go to Marketing > Emails > Campaigns.
    2. Click New > Select Template.
    3. Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign. this image
    4. With your template open, click Send or Schedule.
    5. Configure your email options (like selecting recipients and enabling tracking).
    6. Click Review and Send.
    7. Sit back and watch the status change from Sending to Sent—congratulations!
  4. With your template open, click Send or Schedule.
    Step 4 of 7: With your template open, click Send or Schedule What this shows Step 4 of 7: With your template open, click Send or Schedule. What this shows Shows what to click for step 4 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 4 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you with your template open, click Send or Schedule. The navigation path used here is Marketing > Emails > Campaigns. The next step is to configure your email options (like selecting recipients and enabling tracking). Step 4 of 7Path: Marketing > Emails > CampaignsImage 11 of 14 What to clickWith your template open, click Send or Schedule.
    Buttons and menus referenced Send or ScheduleMarketing > Emails > Campaigns.New > Select Template.Create Campaign.ConfigureReview and Sendwatch
    Next stepConfigure your email options (like selecting recipients and enabling tracking).
    All 7 steps in this procedure
    1. Go to Marketing > Emails > Campaigns.
    2. Click New > Select Template.
    3. Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
    4. With your template open, click Send or Schedule. this image
    5. Configure your email options (like selecting recipients and enabling tracking).
    6. Click Review and Send.
    7. Sit back and watch the status change from Sending to Sent—congratulations!
  5. Configure your email options (like selecting recipients and enabling tracking).
  6. Click Review and Send.
    Step 6 of 7: Click Review and Send What this shows Step 6 of 7: Click Review and Send. What this shows Shows what to click for step 6 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 6 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you click Review and Send. For context, this section explains: With your refined template ready, it's time to share it with your audience! Turning your template into a live campaign is straightforward and exciting. Let’s make it happen! The navigation path used here is Marketing > Emails > Campaigns. The next step is to sit back and watch the status change from Sending to Sent—congratulations! Step 6 of 7Path: Marketing > Emails > CampaignsImage 12 of 14 What to clickClick Review and Send.
    Buttons and menus referenced Review and SendMarketing > Emails > Campaigns.New > Select Template.Create Campaign.Send or ScheduleConfigurewatch
    Next stepSit back and watch the status change from Sending to Sent—congratulations!
    All 7 steps in this procedure
    1. Go to Marketing > Emails > Campaigns.
    2. Click New > Select Template.
    3. Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
    4. With your template open, click Send or Schedule.
    5. Configure your email options (like selecting recipients and enabling tracking).
    6. Click Review and Send. this image
    7. Sit back and watch the status change from Sending to Sent—congratulations!
  7. Sit back and watch the status change from Sending to Sent—congratulations!
    Step 7 of 7: Sit back and watch the status change from Sending to… What this shows Step 7 of 7: Sit back and watch the status change from Sending to Sent—congratulations! What this shows Shows what this covers for step 7 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 7 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you sit back and watch the status change from Sending to Sent—congratulations! The navigation path used here is Marketing > Emails > Campaigns. Step 7 of 7Path: Marketing > Emails > CampaignsImage 13 of 14 What this coversSit back and watch the status change from Sending to Sent—congratulations!
    Buttons and menus referenced watchMarketing > Emails > Campaigns.New > Select Template.Create Campaign.Send or ScheduleConfigureReview and Send
    All 7 steps in this procedure
    1. Go to Marketing > Emails > Campaigns.
    2. Click New > Select Template.
    3. Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
    4. With your template open, click Send or Schedule.
    5. Configure your email options (like selecting recipients and enabling tracking).
    6. Click Review and Send.
    7. Sit back and watch the status change from Sending to Sent—congratulations! this image
    Step 7 of 7: Sit back and watch the status change from Sending to… What this shows Step 7 of 7: Sit back and watch the status change from Sending to Sent—congratulations! What this shows Shows what this covers for step 7 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". This screenshot accompanies step 7 of 7 in the "Create Email Campaign from Template" section of "Getting Started - Launch an Email Campaign". At this point in the walkthrough you sit back and watch the status change from Sending to Sent—congratulations! The navigation path used here is Marketing > Emails > Campaigns. Step 7 of 7Path: Marketing > Emails > CampaignsImage 14 of 14 What this coversSit back and watch the status change from Sending to Sent—congratulations!
    Buttons and menus referenced watchMarketing > Emails > Campaigns.New > Select Template.Create Campaign.Send or ScheduleConfigureReview and Send
    All 7 steps in this procedure
    1. Go to Marketing > Emails > Campaigns.
    2. Click New > Select Template.
    3. Or you can select Templates Tab > click the 3-dot action menu next to your chosen email template and select Create Campaign.
    4. With your template open, click Send or Schedule.
    5. Configure your email options (like selecting recipients and enabling tracking).
    6. Click Review and Send.
    7. Sit back and watch the status change from Sending to Sent—congratulations! this image

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