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, use 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)

Ensure each column has a clear header label. Save the file appropriately (e.g., TacoTuesday.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 TacoTuesday.

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. Name the document (e.g., Postcard) and click Save.

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

5. Design your postcard layout:

   • Add a bold, centered title (45–50 pt font).

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

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

   • Place the address block in the bottom-right corner of page two.

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

6. Save and close the document.

Step 4: Create a Job Template

1. In Click2Mail Connect, go to Job Templates.

2. Click Create New and select the same postcard size as Step 3.

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

4. Name your template descriptively (e.g., TacoTuesday).

5. Link it to the document created earlier.

6. Click Save to finalize the template.

Step 5: Connect GoHighLevel and Click2Mail Accounts in Connect

1. Log in to 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. Confirm both accounts appear in your list.

Step 6: Create the Integration in Click2Mail Connect

1. Go to the Integrations tab.

2. Click Create Integration.

3. Name the integration (e.g., TacoTuesday).

4. Select the appropriate Click2Mail and GoHighLevel accounts.

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

1. Set GoHighLevel Object to Contacts.

2. Enter the exact Tag Name that should trigger the mailing (e.g., TacoTuesday).

3. (Optional) Enable Reformat Date Fields if your template needs a specific format (e.g., MM/dd/yyyy).

4. Click Next.

Step 8: Select Job Template and Map Fields

1. Choose the Job Template created in Step 4.

2. Click Next.

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

4. Map only the fields used in your template.

5. Click Next.

Step 9: Generate and Review Proof

1. Review the proof to preview your mail piece.

2. Verify that all fields are correctly populated.

3. Approve the proof by checking the box and entering your initials.

4. Click Finish to activate the integration.

Step 10: Review Integration Details and Copy Webhook URL

1. Return to the Integrations tab.

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

3. A pop-up will display integration details.

4. Confirm the Trigger Tag Name (e.g., TacoTuesday).

5. Copy the Webhook URL under the Hook URL section.

Step 11: GoHighLevel Automation Workflow

1. In GoHighLevel, open Automations > Workflow List.

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

3. Add a Trigger set to Contact Tag with the configured tag (e.g., TacoTuesday).

4. Add an Update Custom Fields action for fields like promo codes or messaging.

5. Add a Webhook action using the copied Webhook URL.

6. (Optional) Add an Update Contact action to clear custom fields afterward.

7. Save and test the workflow.

Step 12: Add a Tag to Trigger the Mail Piece

To test the trigger:

• In GoHighLevel, go to Contacts.

• Select a contact and manually add the trigger tag (e.g., TacoTuesday).

• This action should trigger the integration and generate the mail piece via Click2Mail Connect.

1. ? New to GoHighLevel Automation?
    ? Watch the Workflow Setup Video

   Tips and Notes

   • Use stage-connect.click2mail.com for testing workflows.

     • Use stage.click2mail.com for document and template creation (requires separate login).

     • Contact Click2Mail support to request stage environment credits.

   • Reusing a tag (e.g., TacoTuesday) will re-trigger the integration.

   • Use unique tags for each integration to avoid confusion.

   • Wait 1–5 minutes after tagging for the mailing to process.

   • Ensure your Click2Mail account has sufficient credit.

2. You’ve now set up an automated GoHighLevel → Click2Mail Connect integration. Contacts will receive personalized, physical mail based on tags—enhancing your outreach with a professional touch.