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New UI for Email creation via Bulk action in Contacts

The redesigned Bulk Email Builder inside GHL Customer Care’s Contacts screen provides a modern, unified experience for creating and sending bulk emails…

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On this page
  1. What is the Bulk Email Builder?
  2. Dynamic Custom Object Labels (New)
  3. Why this matters
  4. Where you’ll see this
  5. Key Benefits of the New Bulk Email Builder
  6. Pre-Send Contact Filtering
  7. Email Creation Modes
  8. Quick Compose
  9. Smart Builder
  10. Select Existing Template
  11. Additional Email Settings
  12. Sending Test Emails and Reviewing Campaigns
  13. Sending Options
  14. How to Set Up and Send Bulk Emails
  15. View Deeper Bulk Action performance (Load More Stats)
  16. Where to View Performance
  17. Frequently Asked Questions
  18. Related Articles

The redesigned Bulk Email Builder inside GHL Customer Care’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?

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 GHL Customer Care’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.
Where you’ll see this (image 1 of 7) What this shows This update only affects displayed labels. What this shows Illustrates the "Where you’ll see this" section of "New UI for Email creation via Bulk action in Contacts". This screenshot appears in the "Where you’ll see this" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: This update only affects displayed labels. Bulk Email functionality, recipient selection, filtering, and delivery behavior remain unchanged. Immediately after, the guide continues: The new Bulk Email Builder introduces several enhancements designed to improve usability, accuracy, and performance monitoring. Image 1 of 7 What this coversThis update only affects displayed labels. Bulk Email functionality, recipient selection, filtering, and delivery behavior remain unchanged.
Buttons and menus referenced Bulk Email modal header and helper text
Next stepThe new Bulk Email Builder introduces several enhancements designed to improve usability, accuracy, and performance monitoring.

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.

GHL Customer Care 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.

Pre-Send Contact Filtering (image 2 of 7) What this shows This feature helps protect your sender reputation and improves email deliverability. What this shows Illustrates the "Pre-Send Contact Filtering" section of "New UI for Email creation via Bulk action in Contacts". This screenshot appears in the "Pre-Send Contact Filtering" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: This feature helps protect your sender reputation and improves email deliverability. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: The Bulk Email Builder offers three flexible creation modes to match your workflow and design preferences. Image 2 of 7 What this coversThis feature helps protect your sender reputation and improves email deliverability.
Fields in this part of the guide Total contacts selectedFiltered contacts (invalid or unsubscribed)Final recipient list
Next stepThe Bulk Email Builder offers three flexible creation modes to match your workflow and design preferences.
All 3 steps in this procedure
  1. Total contacts selected
  2. Filtered contacts (invalid or unsubscribed)
  3. Final recipient list

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

Smart Builder (image 3 of 7) What this shows Design Editor (visual, drag-and-drop) Code Editor Plain Text Editor What this shows Illustrates the "Smart Builder" section of "New UI for Email creation via Bulk action in Contacts". This screenshot appears in the "Smart Builder" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: Design Editor (visual, drag-and-drop) Code Editor Plain Text Editor. This part of the guide covers 3 fields, listed below. Immediately after, the guide continues: Choose from your saved templates or browse the Template Library to use pre-designed layouts for consistency and speed. Image 3 of 7 What this coversDesign Editor (visual, drag-and-drop) Code Editor Plain Text Editor
Fields in this part of the guide Design Editor (visual, drag-and-drop)Code EditorPlain Text Editor
Buttons and menus referenced Design EditorCode EditorPlain Text Editor
Next stepChoose from your saved templates or browse the Template Library to use pre-designed layouts for consistency and speed.
All 3 steps in this procedure
  1. Design Editor (visual, drag-and-drop)
  2. Code Editor
  3. 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.

Additional Email Settings (image 4 of 7) What this shows Track Clicks: Monitor which links were clicked and who clicked them. What this shows Illustrates the "Additional Email Settings" section of "New UI for Email creation via Bulk action in Contacts". This screenshot appears in the "Additional Email Settings" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: 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. Immediately after, the guide continues: Before sending, you can send a test version to verify layout and content. Image 4 of 7 What this coversTrack 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.
Buttons and menus referenced Additional Settings
Next stepBefore sending, you can send a test version to verify layout and content.
All 3 steps in this procedure
  1. Track Clicks: Monitor which links were clicked and who clicked them.
  2. UTM Tracking: Automatically append campaign parameters to URLs for analytics.
  3. 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.

  1. Enter a Test Email ID

  2. Click Send Test Mail

  3. Click Review Campaign to preview and confirm details before sending

Sending Test Emails and Reviewing Campaigns (image 5 of 7) What this shows Enter a Test Email ID Click Send Test Mail Click Review Campaign to preview and confirm details before sending What this shows Illustrates the "Sending Test Emails and Reviewing Campaigns" section of "New UI for Email creation via Bulk action in Contacts". This screenshot appears in the "Sending Test Emails and Reviewing Campaigns" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: Enter a Test Email ID Click Send Test Mail Click Review Campaign to preview and confirm details before sending. Immediately after, the guide continues: The Bulk Email Builder supports multiple send modes to fit your delivery needs. Image 5 of 7 What to fill inEnter a Test Email ID Click Send Test Mail Click Review Campaign to preview and confirm details before sending
Buttons and menus referenced Test Email IDSend Test MailReview Campaign
Next stepThe Bulk Email Builder supports multiple send modes to fit your delivery needs:
All 3 steps in this procedure
  1. Enter a Test Email ID
  2. Click Send Test Mail
  3. 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

  1. Navigate to Contacts → Smart Lists

  2. Select the contacts or Smart List you want to email

  3. Click Send Email from the Bulk Actions toolbar

  4. Choose your creation mode:

    • Quick Compose

    • Smart Builder

    • Select Existing Template

  5. Compose your email content

  6. Review recipients in the confirmation modal

  7. Send a test email if needed

  8. Click Review Campaign

  9. 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.

View Deeper Bulk Action performance (Load More Stats) (image 6 of 7) What this shows Load More Stats gives you quick outcome metrics. What this shows Illustrates the "View Deeper Bulk Action performance (Load More Stats)" section of "New UI for Email creation via Bulk action in Contacts". This animation appears in the "View Deeper Bulk Action performance (Load More Stats)" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: 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. Immediately after, the guide continues: Go to Marketing → Emails → Statistics (All-in-One Dashboard). Image 6 of 7 What this coversLoad 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.
Buttons and menus referenced Load More Stats
Next stepGo to Marketing → Emails → Statistics (All-in-One Dashboard).

Where to View Performance

Go to Marketing → Emails → Statistics (All-in-One Dashboard).

This dashboard aggregates Campaigns, Workflows, and Bulk Actions. 

Where to View Performance (image 7 of 7) What this shows This dashboard aggregates Campaigns, Workflows, and Bulk Actions. What this shows Illustrates the "Where to View Performance" section of "New UI for Email creation via Bulk action in Contacts". This screenshot appears in the "Where to View Performance" section of "New UI for Email creation via Bulk action in Contacts". The text alongside this image reads: This dashboard aggregates Campaigns, Workflows, and Bulk Actions. Immediately after, the guide continues: Q: Will unsubscribed or invalid contacts receive my email? Image 7 of 7 What this coversThis dashboard aggregates Campaigns, Workflows, and Bulk Actions. Next stepQ: Will unsubscribed or invalid contacts receive my email?

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 GHL Customer Care?

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.

Frequently asked questions

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 GHL Customer Care’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.

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