GoHighLevel CRM

Last Updated: Feb 5, 2026

How to send an automatic “Welcome Email” with a client’s Chart URL

Bodygraph’s Business Plan includes a GoHighLevel (GHL) extension sub-account that gives you the essential CRM tools to capture leads and build email automations — without needing a separate newsletter platform.

If you’re currently using tools like GoHighLevel (external), Kit, ActiveCampaign, Flodesk, etc. you can also consolidate your email marketing and automations into Bodygraph’s included GoHighLevel extension and manage key business processes in one place.

In this guide, you’ll learn how to:

• Install the GoHighLevel extension

• Connect it to your Bodygraph embed code

• Capture contacts + key chart data (including Chart URL)

• Create a branded email template

• Build a workflow that automatically sends a welcome email after a chart is generated

• Test the entire journey end-to-end

Why the “Welcome Email” matters

Bodygraph does not automatically email a chart to users when they generate one on your website. That’s why this first automation is more than “just a welcome email.”

When you include the client’s Chart URL in the email, you’re giving them a non-expiring link (as long as your Bodygraph subscription and website integration remain active). This improves retention, repeat visits, and referrals — because clients can instantly reopen their chart anytime and are more likely to share your calculator instead of searching elsewhere.

Step 1: Install the GoHighLevel Extension

1. In your Bodygraph dashboard, go to GoHighLevel in the left menu.

2. Read the terms and conditions carefully.

3. Confirm the checkbox and click Log in to CRM Dashboard.

4. Click Sign in with SSO.

This creates your GoHighLevel sub-account and opens the GHL dashboard.

Important: After installation, Bodygraph automatically creates a connected app inside your App Integrations area. Do not delete this integration. Deleting it can remove your GoHighLevel sub-account and everything inside it (contacts, workflows, assets), with no restore option.
If you experience connection issues, contact Bodygraph support instead of deleting/reinstalling.

Step 2: Configure contact tags + custom fields (recommended setup)

Return to Bodygraph → App Integrations → open the GoHighLevel app → Edit details.

Enable tag safety

Turn on: “Append tags instead of overwriting existing ones.”

Why this matters: by default, incoming tags may overwrite existing tags on a contact. If you later import contacts (from Kit, Kajabi, etc.) or build your own tag structure, overwriting can cause data loss. Appending ensures Bodygraph tags arrive in addition to existing tags.

Choose the tags to collect

Two of the most valuable tags:

• Source tag (e.g., “Bodygraph”) — helps you segment contacts coming specifically from Bodygraph chart submissions

• Report tag — adds the report title as a tag when someone downloads/purchases a report through your integration

Optional segmentation tags (powerful for campaigns):

• Type, Profile, Authority, etc. (so you can email “Generators only” or “Projectors only,” for example)

Choose the custom fields to collect

In addition to name/email, you can store extra chart details like:

• Date of birth

• Place of birth

• Chart URL (the one we’ll use in the email button)

• Type, Profile, etc.

Click Save Changes.

Step 3: Send test data to generate fields in GoHighLevel

Back in the GoHighLevel app settings (inside Bodygraph), click Send Test Data.

This creates a test contact in your GoHighLevel account and generates the corresponding custom fields and tags on the GoHighLevel side.

In GoHighLevel, go to Contacts and open the test contact. You’ll typically find values like Chart URL under Additional Info.

Step 4: Review and manage custom fields + tags in GoHighLevel

In GoHighLevel, go to:

• Settings → Custom Fields

  • This is where you copy unique keys for dynamic fields (like Chart URL) to use in email templates.

• Settings → Tags

  • This is where you can check what tags were created, remove duplicates, and keep the list tidy if you change what you collect.

Step 5: Connect the GoHighLevel integration to your Embed Code

Even after installing GoHighLevel, your embed code must be explicitly connected.

1. In Bodygraph, go to Embed Charts.

2. Open the embed code you use on your site.

3. Enable the GoHighLevel app integration for that embed. The app integration will only work if the chart design used by your embed includes an Email field.

Step 6: Test the chart submission → contact creation

Use one of these methods:

• Submit a chart on your live website

• Or open the embed preview and submit a test form

Then check GoHighLevel → Contacts to confirm the contact arrives.

Note: GoHighLevel can have delays (often seconds; sometimes longer). Allow at least 10–20 seconds during testing.

Step 7: Enable email delivery (required)

Workflows can be built without email delivery configured — but emails won’t send until this step is complete.

Option A: Use LeadConnector (recommended for real sending)

In GoHighLevel: Settings → Billing Add billing details to enable LeadConnector email services.

The transcript references pricing as extremely low per 1,000 emails (far below many email platforms).

Option B: Connect your own SMTP provider

You can also connect SMTP providers such as SendGrid or Mailgun, or a business email service designed for bulk sending.

Testing-only workaround: connect a free Gmail SMTP

You can connect a free Gmail account for testing, but it’s not suitable for real marketing or higher volumes.

To do this:

1. In Gmail, go to Manage your Google Account

2. Go to Security → enable 2-Step Verification

3. Search “App passwords” and generate an app password (name it something like “GoHighLevel Connection”)

4. In GoHighLevel → email provider settings, use:

   • Your Gmail address

   • The generated app password (not your normal Gmail password)

This allows limited test sending to confirm your setup works.

Step 8: Create a branded Welcome Email template

In GoHighLevel:

1. Go to Marketing → Emails → Templates

2. Create from:

   • Blank template, or

   • One of the included templates (recommended)

Best practice: create a “Master Brand Template” first

Build one template that contains:

• Logo / header styling

• Your font/colors

• Footer (social icons, disclaimers, links)

Keep this template untouched and duplicate it for future emails.

Step 9: Insert the Chart URL into your CTA button

For the Welcome Email, your call-to-action button should open the client’s chart.

1. In GoHighLevel: Settings → Custom Fields

2. Find the Chart URL custom field and copy its unique key (merge field)

3. In the email template, set the button action to Other and paste the custom field key

Save the template.

Step 10: Build the workflow to send the welcome email

In GoHighLevel:

1. Go to Automations → Workflows

2. Select Start from scratch

3. Add trigger: Contact Created

4. Add a filter trigger to ensure this applies only to Bodygraph contacts:

   • Trigger: Tag Added

   • Tag: Bodygraph (your source tag)

This prevents non-Bodygraph contacts from receiving a chart-link email that won’t apply to them.

Add action: Send Email

1. Add action: Send Email

2. Select your Welcome Email template

3. Add subject line (example): “Thank you for generating your chart”

4. Optional: enable click tracking/UTM, add tags, etc.

5. Save action

Building longer sequences (optional)

To add more emails later:

• Add a Wait step (hours/days) between emails

• Then add another Send Email step

Step 11: Publish and test the full journey

1. Publish the workflow (ensure status becomes Active)

2. Generate a test chart using your own email

3. Confirm:

   • Contact appears in GoHighLevel

   • Welcome email arrives

   • Button opens the correct chart URL

Best practice: updating a live email template

Avoid editing the live template directly while it’s in use. If someone submits a chart while you’re mid-edit (especially with autosave), they could receive a broken email.

Instead:

1. Clone the email template

2. Edit the clone

3. Update the workflow email action to use the new version

You can also clone workflows and use them as “starter templates” for future sequences.

Check the video tutorial below:

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Still have questions, is above guide outdated? Please message us on Live Chat or send an email to support@bodygraph.com.