How To Create A Campaign In HighLevel

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Campaigns are automated sequences of events (such as emails, SMS, calls, voicemails, etc.) which will help you gather and convert more leads while you’re focused on running your business.

Step 1: Create a Campaign.

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  • Create a campaign by clicking +Create Campaign in the top right.
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  • Choose a name for your campaign.
  • Click Save.

Step 2: Setup the Campaign Configuration.

  • Use the dropdown for “Campaign Configuration” to establish settings for the campaign. You can set up a window for campaign event delivery (such as Mon-Fri 8am-5pm), assign users within HighLevel to a campaign, automatically determine what next campaign contacts/leads will go into, and more.
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Step 3: Add events to your campaign. These events will be your automated sequence.

  • Click +Add Event to add a new event.
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  • Select the type you wish to use in the pop-up window that appears.
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  •  There are many different things you can do with events. Some of the highlights are: 
    • You can have multiple different types of events in the same campaign
    • You can change the timings of your events as you desire 
    • You can send it immediately or have it wait for any number of minutes/hours/days.
      • It’s important to note that the next event will be relative to the previous event. 
      • For example, if you have the first event set to send 30 minutes after a lead is entered into the campaign, and then you put a 30-minute wait for the second event, the second event will send 30 minutes after the first event.
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Once you have created your campaign, ensure that it is changed from draft to published, in order for it to run.