June 19, 2025 · Training

How to Set Up an Email & SMS Campaign in HighLevel

As a medical spa owner, reaching out to your patients through email or SMS campaigns can be a great way to keep them informed, engaged, and excited about your services. Today, we’re diving into how you can set up an effective email and SMS campaign using Highlevel marketing software.

Understanding Email & SMS Campaigns

Before we jump into the how-tos, it’s essential to understand what email and SMS campaigns are. These campaigns are ways to send messages to your patients directly, whether through their email or phone. You can share news about new treatments, promotions, or reminders for appointments, helping keep your patients informed and returning for more!

Step 1: Getting Started with HighLevel

First off, you need to have a Highlevel account. If you don’t have one yet, it only takes a few minutes to sign up.

How to Sign Up for HighLevel

Example of Signing Up

Imagine you’re Jane, the owner of a new medical spa. You fill out your name, “Jane Doe”, your email “jane@samplemedspa.com”, and create a password. After clicking “Sign Up,” you receive a confirmation email, and you’re ready to dive into the world of marketing!

Step 2: Setting Up Your Contacts

Once you’re in, the next step is to set up your contacts. This means importing your patients’ details so you can reach out to them.

How to Import Contacts

Example of Importing Contacts

Let’s say you have a list of 100 patients in an Excel sheet. You save it as a CSV file named “Patients.csv”. You then go to Highlevel, select the import option, and upload your file. After mapping the fields correctly, all your patients are now ready to receive your messages!

Step 3: Creating Your Email Campaign

Now that you have your contacts set up, it’s time to create your first email campaign!

How to Create an Email Campaign

Example of Creating an Email Campaign

If you want to promote a special discount on facial treatments, name your campaign “Facial Offer – 20% Off!” In the email, you could use a cheerful template, write about the benefits of the treatment, and add a nice image. Finally, you schedule it to go out next Friday to remind everyone about the deal!

Step 4: Creating Your SMS Campaign

SMS campaigns are super effective because they go straight to your patients’ phones, and people tend to read them quickly!

How to Create an SMS Campaign

Example of Creating an SMS Campaign

Imagine you want to remind patients of an upcoming event at your spa. You could name your SMS campaign “Spa Event Reminder” and write a simple message: “Hi. Don’t forget our Spa Day is this Saturday! We can’t wait to see you!” Schedule this for the day before the event to ensure everyone gets your message.

Step 5: Monitoring Your Campaigns

After your emails and SMS messages are sent, it’s time to see how they perform. This will help you understand what works best for your patients.

How to Monitor Campaign Performance

Example of Monitoring Performance

After a week, you check the reports and see that your email about facial treatments had a 40% open rate, while your SMS reminder had a 90% read rate. This shows that more patients are responding better to quick SMS messages!

Step 6: Optimizing Future Campaigns

With the information you’ve gathered, it’s time to optimize your future campaigns. This means making changes based on what you learned, to improve your reach and engagement.

How to Optimize Future Campaigns

Example of Optimizing Campaigns

If you notice that emails sent in the morning perform better, plan to send most of your future emails then. Additionally, if one treatment promotion worked really well, consider highlighting similar services in upcoming campaigns!

Conclusion

Setting up email and SMS campaigns doesn’t have to be overwhelming. With Highlevel, you have all the tools you need to easily reach out to your patients, share exciting offers, and keep them engaged. By following these steps, you can create effective campaigns that will help bring your patients back to your medical spa time and time again!


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