How to Customize Your Emails for High Level Agencies

I'm excited to guide you through the process of customizing emails for your High Level agency. Crafting emails that resonate with your brand can significantly impact how your clients perceive your business. It's all about making that email template reflect your unique style and providing all the necessary information right at your client's fingertips.

Getting Started with High Level Customization

When diving into email customization, start by logging into your High Level agency admin account. From there, navigate to the settings and then to the system emails. The key is to begin with branding your emails by adding your logo, which should be 350 by 180 pixels. Additionally, you can set your action color, the color that will appear on buttons in your emails. For instance, if all your brand colors are orange and purple, as mine are, you’ll want to ensure these colors are represented correctly in your emails.

Creating Customized Templates

High Level allows you to customize templates for various emails like welcome emails, password reset, and verification code emails. Begin by accessing your High Level sub-account and head over to the marketing tab, then to emails, and finally templates. This is where you'll start creating a new template by first organizing them into folders – a simple yet effective way to keep everything orderly.

For instance, I've created a folder titled "Agency Admin." Within it, you can choose to start from a blank canvas or utilize system templates as a foundation. After organizing your folder, you can then design your templates using code editor or plain text.

Designing with Your Brand in Mind

My rule of thumb with design is to always ensure it aligns with my brand identity. For example, in the templates, you'll want to replace any default colors with your brand colors. You'll notice that when you adjust the colors, you are in full control of achieving a unified and professional look.

Moreover, if unfamiliar with HTML or code blocks, I recommend sticking to template adjustments rather than altering crucial areas like custom values. These are vital for emails to function correctly – such as ensuring your password reset buttons link where they need to.

Finalizing and Implementing Templates

Once you've crafted your templates, it's time to assign them within your High Level account settings. This involves selecting the appropriate sub-account and choosing which folder your templates are stored in. After this, select the specific template for each email type—whether it’s the welcome email, reset password, or verification code.

Join Our Community

If you're not yet a High Level user or are looking to expand your agency's capabilities further, I invite you to join our free community at My Vision Agency. We offer an array of bonuses, bootcamps, and open office hours to support your growth and mastery of platform customizations.

For current High Level customers, you can also opt to become part of our reseller program, which provides exclusive membership benefits without altering your existing High Level account.

Conclusion

Email customization is not just an aesthetic choice but a strategic one. It helps ensure every communication with your clients is on-brand and informative. If you have questions or need further support, our community is here for you. Join us for open office hours, and let's make your vision a reality!

Thank you for taking this journey with me today. Dive into the depths of customization and transform those generic emails into something uniquely yours. See you in our community!

Until next time, go make your vision a reality!