The redesigned Bulk Email Builder inside HighLevel’s Contacts screen provides a modern, unified experience for creating and sending bulk emails. With built-in pre-send contact filtering, a streamlined design workflow, and powerful tracking tools, you can confidently send personalized messages at scale — without technical complexity.
TABLE OF CONTENTS
- What is the Bulk Email Builder?
- Dynamic Custom Object Labels (New)
- Why this matters
- Where you’ll see this
- Key Benefits of the New Bulk Email Builder
- Pre-Send Contact Filtering
- Email Creation Mode
- Quick Compose
- Smart Builder
- Select Existing Template
- Additional Email Settings
- Sending Test Emails and Reviewing Campaigns
- Sending Options
- How to Set Up and Send Bulk Emails
- View Deeper Bulk Action performance (Load More Stats)
- Where to View Performance
- Frequently Asked Questions
- Related Articles
What is the Bulk Email Builder?
The Bulk Email Builder is the enhanced email creation interface that appears when you select Send Email within the Contacts → Smart Lists section. It unifies all three of HighLevel’s email editing options — Quick Compose, Smart Builder, and Template Selection — into one seamless flow.
This experience simplifies how you design, personalize, and deliver your email campaigns while ensuring invalid or unsubscribed contacts are filtered out automatically for compliance and deliverability.
Dynamic Custom Object Labels (New)
The Bulk Email Builder now uses dynamic custom object labels instead of hardcoded “Contact” or “Contacts” text. This ensures the Bulk Email modal automatically reflects the object label configured in your account, such as Leads, Clients, or another custom object.
Why this matters
Keeps the Bulk Email experience consistent with your CRM configuration
Supports accounts that rename or replace the default Contact object
Improves clarity when working with custom objects
No setup or action required — labels update automatically
Where you’ll see this
In the Bulk Email modal header and helper text when sending emails via:
Contacts → Smart Lists → Bulk Actions → Send Email
This update only affects displayed labels. Bulk Email functionality, recipient selection, filtering, and delivery behavior remain unchanged.
Key Benefits of the New Bulk Email Builder
The new Bulk Email Builder introduces several enhancements designed to improve usability, accuracy, and performance monitoring.
Unified workflow: All email creation options (Quick Compose, Smart Builder, Templates) are accessible in one place.
Pre-send filtering: Automatically excludes invalid and unsubscribed contacts before sending.
Consistent experience: All builders share similar layouts, making onboarding easier for teams.
Advanced tracking: Enable link tracking, UTM tagging, and automation tags directly in the editor.
Reliable delivery metrics: Access standardized reports and stats across all email sources (Contacts, Campaigns, and Workflows).
Unified composer: Matches Campaigns and Workflows for a consistent email-building experience.
Pre-Send Contact Filtering
Pre-send contact filtering ensures only valid recipients receive your message.
HighLevel automatically reviews your selected contacts and displays a summary that shows:
Total contacts selected
Filtered contacts (invalid or unsubscribed)
Final recipient list
This feature helps protect your sender reputation and improves email deliverability.
Email Creation Modes
The Bulk Email Builder offers three flexible creation modes to match your workflow and design preferences.
Quick Compose
Ideal for quick announcements or transactional updates. A simple text-focused editor for fast communication.
Smart Builder
A powerful builder that allows you to choose your editing experience:
Design Editor (visual, drag-and-drop)
Code Editor
Plain Text Editor
Select Existing Template
Choose from your saved templates or browse the Template Library to use pre-designed layouts for consistency and speed.
Additional Email Settings
Advanced settings help marketers measure performance, automate actions, and enhance personalization. Expand the Additional Settings drawer to access:
Track Clicks: Monitor which links were clicked and who clicked them.
UTM Tracking: Automatically append campaign parameters to URLs for analytics.
Add Tags: Automatically apply contact tags based on engagement behavior.
Sending Test Emails and Reviewing Campaigns
Before sending, you can send a test version to verify layout and content.
Enter a Test Email ID
Click Send Test Mail
Click Review Campaign to preview and confirm details before sending
Sending Options
The Bulk Email Builder supports multiple send modes to fit your delivery needs:
Send All at Once: Immediately sends to all recipients.
Send at Scheduled Time: Schedule a specific send date and time.
Send in Drip Mode: Gradually sends emails in batches to optimize inbox placement.
How to Set Up and Send Bulk Emails
Navigate to Contacts → Smart Lists
Select the contacts or Smart List you want to email
Click Send Email from the Bulk Actions toolbar
Choose your creation mode:
Quick Compose
Smart Builder
Select Existing Template
Compose your email content
Review recipients in the confirmation modal
Send a test email if needed
Click Review Campaign
Choose a send mode and click Send Email
View Deeper Bulk Action performance (Load More Stats)
Load More Stats gives you quick outcome metrics. For deeper performance reporting (opens, clicks, bounces, and comparisons across send sources), use Load More Stats to open the full Email Statistics dashboard.
Where to View Performance
Go to Marketing → Emails → Statistics (All-in-One Dashboard).
This dashboard aggregates Campaigns, Workflows, and Bulk Actions.
Frequently Asked Questions
Q: Will unsubscribed or invalid contacts receive my email?
No. The system automatically excludes unsubscribed, invalid, or DND-marked contacts.
Q: Can I use my existing templates from other areas of HighLevel?
Yes. Templates from My Templates or the Template Library are available.
Q: Can I track performance for bulk emails?
Yes. Opens, clicks, and bounces are tracked under Bulk Actions → Show Stats.
Q: Can I automate tagging based on engagement?
Yes. Use the Add Tags option under Additional Settings.
Q: Are Smart Lists dynamically updated for scheduled sends?
No. Contacts are captured at scheduling time.
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