GoHighLevel – Click2Mail Connect Integration Guide

Overview

This guide explains how to use the new GoHighLevel – Click2Mail integration via Click2Mail Connect to automate direct mail. Follow the steps below to set up the integration, leverage mail merge templates, test on the Stage server, and personalize mailings based on tags in GoHighLevel.

 Step 1: Prepare Your CSV File

Before you begin, ensure you have a clean CSV file with all necessary fields. This file will be used to create your mail merge document.

Required fields:

• Name

• Address

• City

• State

• Zip

• c2m_uniqueID (Do Not Forget!)

Optional fields:

• First Name

• Last Name

• Company Name

• Country

• Address 2/3

• Custom fields (e.g., Custom Dates, Promotional messaging)

Make sure each column has clear header labels. Save this file appropriately (e.g., Postcard.csv).

Step 2: Upload Your Address List to Click2Mail

1. Navigate to Mailing Lists and upload your CSV file.

2. Map the following fields:

   • Name

   • (Optional) Company

   • Address 1

   • (Optional) Address 2

   • City

   • State

   • Zip

   • Country

3. Save the mailing list as Postcard.

 Step 3: Create the Mail Merge Document in Click2Mail

1. Log in to Click2Mail and start a new document.

2. Choose Postcard (standard size) as the document type.

3. Give the document a clear name, such as Postcard, and click Save.

4. Enable Mail Merge and choose your uploaded mailing list Postcard.

5. Design your postcard layout:

   • Add a bold title in large, centered font (e.g., 45–50 pt).

   • Include a section for the custom message and promo code.

   • Ensure all content remains within the safe print area (white margins).

   • Place the address block in the bottom right corner of the second page—this is a protected area.

   • Optionally include a personalized greeting (e.g., "Hey [First Name]!").

6. Save your changes and close the document.

 Step 4: Create a Job Template

1. Navigate to Job Templates in Click2Mail Connect.

2. Click Create New, and select the same postcard size used in Step 4.

3. Choose your postcard options (e.g., black and white or color).

4. Give your template a descriptive name (e.g., Postcard).

5. Link it to the document you created earlier.

6. Click Save to finalize the template.

 Step 5: Connect GoHighLevel and Click2Mail Accounts in Connect

1. Log into Click2Mail Connect.

2. Navigate to Connected Accounts.

3. Click Add Account, choose Click2Mail, and authenticate.

4. Click Add Account again, choose GoHighLevel, and authenticate.

5. Ensure both accounts appear in your Connected Accounts list.

 Step 6: Create the Integration in Click2Mail Connect

1. Navigate to Integrations.

2. Click Create Integration.

3. Give the integration a descriptive name (e.g., Postcard)

4. Select your Click2Mail and GoHighLevel accounts.

 Step 7: Select Data Source, Trigger Word, and Formatting

1. For the GoHighLevel object, select Contacts.

2. In the Tag Name field, enter the exact tag that should trigger this mailing (e.g., Postcard).

3. (Optional) Enable Reformat standard date fields or Reformat custom date fields if your mail template requires a specific date format (e.g., MM/dd/yyyy, dd-MMM-yyyy). These options are helpful for cleanly formatting dynamic dates, but are not required.

4. Click Next to proceed.

 Step 8: Select Job Template and Map Fields

1. Select the Job Template created in Step 5 (e.g., Postcard).

2. Click Next to proceed.

3. Map GoHighLevel contact fields to Click2Mail merge fields (e.g., First Name → <FirstName>).

4. Map only the fields needed by the template.

5. Click Next to proceed.

 Step 9: Generate and Review Proof

1. Review the generated proof to preview a sample mail piece.

2. Verify all fields are correctly populated.

3. Approve the proof by checking the box and adding initials.

4. Click Finish to activate the integration.

 Step 10: Review Integration Details and Copy Webhook URL

1. After completing your integration setup, return to the Integrations tab in Click2Mail Connect.

2. Click the "i" (Info) icon next to your integration.

3. A pop-up window will appear displaying integration details.

4. Locate the Trigger field and confirm the tag name being monitored (e.g., TacoTuesday).

5. Under Hook URL, click the link to copy the webhook URL. You will need this for a custom workflow.

 Step 11: GoHighLevel Automation Workflow

1. In GoHighLevel, go to Automations and open the Workflow List.

2. Click + Create Workflow and choose Start from Scratch, or open an existing one to edit.

3. Add a Trigger set to Contact Tag and specify the exact tag (e.g., TacoTuesday) that you configured in the Click2Mail integration.

4. Add an Update Custom Fields action. Include any relevant fields such as promotional messaging or unique codes. You can add as many custom field updates as needed.

5. Add a Webhook action and paste the Webhook URL copied from Step 10.

6. (Optional) Add another action to Update Contact and clear out the custom fields to keep contact records clean.

7. Save and test the workflow.

8. To test: Add the integration trigger tag (e.g., TacoTuesday) to a test contact.

9. In Click2Mail Connect, monitor for a new job.

10. Confirm the mail piece is created and the GHL tag updates to include the date (e.g., TacoTuesday 01JUN2025). If multiple mail pieces are created in a date the tag will include [#] to indicate the number of pieces that day.

11. Confirm the notes now includes confirmation that the mail piece was sent.

Tips and Notes

• Use stage-connect.click2mail.com for testing purposes. This environment simulates mail delivery without sending real mail.

  • Use

  • Mailers Online | Direct Mail Marketing | Click2Mail  to test document and template creation. This site does not access production information, so you’ll need to create a separate account.

    • Contact Click2Mail support to request testing credits for this environment.

• Reapplying a previously used tag (e.g., Postcard) will trigger the integration again.

• Each integration should have a unique tag. Avoid reusing the same tag across different mail templates.

• Allow 1–5 minutes for the system to process and generate mailings after a tag is applied.

• Make sure your Click2Mail account has adequate credit to cover the cost of mailings.

You’ve now set up an automated GoHighLevel → Click2Mail Connect integration. Contacts can receive physical mail automatically based on tags, adding a personalized and professional touch to your automation workflow.