{"id":295,"date":"2026-03-07T05:56:00","date_gmt":"2026-03-07T05:56:00","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&p=295"},"modified":"2026-03-07T06:25:47","modified_gmt":"2026-03-07T06:25:47","password":"","slug":"getting-started-setup-email-phone-and-sms","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/Supports\/getting-started-setup-email-phone-and-sms\/","title":{"rendered":"Getting Started – Setup Email, Phone, and SMS"},"content":{"rendered":"

Setup Email<\/strong><\/h2>\n

Setting up a dedicated email domain ensures better inbox placement, higher deliverability, and a stronger sender reputation.<\/p>\n

Steps<\/strong><\/h3>\n
    \n
  1. \n

    Navigate to\u00a0<\/span>Settings \u2192 Email Services<\/strong>.<\/span><\/p>\n

    <\/em><\/p>\n<\/li>\n

  2. \n

    Click\u00a0<\/span>Dedicated Domain and IP<\/strong>.<\/span><\/p>\n<\/li>\n

  3. \n

    Click <\/span>Add Domain<\/strong>.<\/span><\/p>\n

    <\/em><\/p>\n<\/li>\n

  4. \n

    Enter your subdomain (for example,\u00a0lc.mydomain.com<\/span>) and click\u00a0Add & Verify<\/strong><\/span>.<\/p>\n<\/li>\n

  5. \n

    Follow the on-screen DNS record instructions from your registrar.<\/p>\n<\/li>\n

  6. \n

    Click\u00a0Verify Records<\/strong><\/span> once the updates are complete.<\/p>\n<\/li>\n

  7. \n

    Click the\u00a0<\/span>3-dot menu \u2192 Set Headers<\/strong>.<\/span><\/p>\n

    <\/em><\/p>\n<\/li>\n

  8. \n

    Enter your\u00a0From Name<\/strong><\/span>\u00a0and\u00a0From Email<\/strong><\/span>, then click\u00a0Save<\/strong><\/span>.
    \nYour email setup is now complete and ready for verified sending.<\/span><\/p>\n<\/li>\n<\/ol>\n

    \n

    Setup Phone<\/strong><\/h2>\n

    Adding a phone number allows you to make and receive calls directly from within HighLevel.<\/p>\n

    Steps<\/strong><\/h3>\n
      \n
    1. \n

      Go to\u00a0<\/span>Settings \u2192 Phone Numbers<\/strong>.<\/span><\/p>\n<\/li>\n

    2. \n

      Click\u00a0<\/span>Add Number \u2192 Add Phone Number<\/strong>.<\/span><\/p>\n<\/li>\n

    3. \n

      Filter numbers by\u00a0Country<\/strong><\/span>\u00a0or\u00a0Area Code<\/strong><\/span>.<\/p>\n<\/li>\n

    4. \n

      Choose your preferred number.<\/p>\n<\/li>\n

    5. \n

      Click\u00a0<\/span>Proceed to Buy<\/strong>.<\/span><\/p>\n<\/li>\n<\/ol>\n

      Your number will appear under\u00a0Manage Numbers<\/strong><\/span>\u00a0once added.<\/p>\n

      \n

      Forward Phone Calls<\/strong><\/h2>\n

      Forwarding ensures incoming calls are automatically redirected to a number of your choice.<\/p>\n

      Steps<\/strong><\/h3>\n
        \n
      1. \n

        Navigate to\u00a0<\/span>Settings \u2192 Phone Numbers<\/strong>.<\/span><\/p>\n<\/li>\n

      2. \n

        Click the\u00a0<\/span>3-dot menu \u2192 Edit Configuration<\/strong>.<\/span><\/p>\n

        <\/em><\/p>\n<\/li>\n

      3. \n

        Enter the number where calls should be forwarded.<\/p>\n

        <\/em><\/p>\n<\/li>\n

      4. \n

        Click\u00a0Save<\/strong><\/span>.<\/p>\n<\/li>\n<\/ol>\n

        Your call forwarding setup is now active.<\/p>\n

        \n

        Contact a Contact<\/strong><\/h2>\n

        Easily reach individual contacts from their profile using SMS, Email, or Phone.<\/p>\n

        Steps<\/strong><\/h3>\n
          \n
        1. \n

          Navigate to\u00a0Contacts<\/strong><\/span>.<\/p>\n<\/li>\n

        2. \n

          Select the contact you wish to reach.<\/p>\n<\/li>\n

        3. \n

          Use the message composer tabs to select\u00a0SMS<\/strong><\/span>,\u00a0Email<\/strong><\/span>, or\u00a0Phone<\/strong><\/span>.<\/p>\n

          Screenshot:<\/strong><\/span>\u00a0Contact record view showing\u00a0SMS<\/strong><\/span>,\u00a0WhatsApp<\/strong><\/span>, and\u00a0Email<\/strong><\/span>\u00a0tabs.<\/p>\n

          <\/em><\/p>\n<\/li>\n<\/ol>\n

          \n

          Contact Bulk Contacts<\/strong><\/h2>\n

          Send communications to multiple contacts simultaneously or apply bulk actions such as sending a message or performing list updates.<\/p>\n

          Steps<\/strong><\/h3>\n
            \n
          1. \n

            Go to\u00a0<\/span>Contacts \u2192 Smart Lists<\/strong>.<\/span><\/p>\n<\/li>\n

          2. \n

            Apply filters to target your audience.<\/p>\n

            Screenshot:<\/strong><\/span>\u00a0Filters panel showing filter options such as Business Name, Company Name, and Tag.<\/p>\n

            <\/em><\/p>\n<\/li>\n

          3. \n

            Select contacts using the checkboxes on the left.
            \n<\/strong><\/p>\n<\/li>\n

          4. \n

            Use the toolbar at the top to perform bulk actions like sending an\u00a0Email<\/strong><\/span>\u00a0or\u00a0SMS<\/strong><\/span>.<\/p>\n

            Screenshot:<\/strong><\/span> Bulk Actions toolbar displayed above the contacts list.<\/p>\n

            <\/em><\/li>\n<\/ol>\n

            The\u00a0Bulk SMS<\/strong><\/span>\u00a0feature allows you to send personalized text messages to multiple contacts in just a few clicks. From promotions to reminders, you can compose, schedule, and track SMS campaigns at scale\u2014all within the\u00a0Contacts<\/strong><\/span>\u00a0tab.<\/p>\n

            What is Bulk SMS<\/strong><\/h2>\n

            Bulk SMS lets you send one SMS message to multiple contacts simultaneously. It\u2019s ideal for marketing campaigns, service notifications, or time-sensitive updates. This feature ensures consistent communication with your audience without needing to message each contact individually.<\/p>\n

            Key Benefits of Sending Bulk SMS<\/strong><\/h2>\n

            Using Bulk SMS helps streamline communication while maintaining personalization and delivery control.<\/p>\n

              \n
            • \n

              Save time:<\/strong><\/span> Message hundreds or thousands of contacts with one action.<\/p>\n<\/li>\n

            • \n

              Consistent communication:<\/strong><\/span> Ensure all recipients receive the same information.<\/p>\n<\/li>\n

            • \n

              Personalized content:<\/strong><\/span> Use custom fields and templates for tailored messages.<\/p>\n<\/li>\n

            • \n

              Flexible delivery options:<\/strong><\/span> Choose to send instantly, schedule for later, or drip messages in batches.<\/p>\n<\/li>\n

            • \n

              Track results:<\/strong><\/span>\u00a0Monitor delivery and performance through the Bulk Actions dashboard.<\/p>\n<\/li>\n<\/ul>\n

              How to Send Bulk SMS via Contacts<\/strong><\/h2>\n

              Follow these steps to create and send an SMS campaign directly from your Contacts tab.<\/p>\n

              Step 1:\u00a0<\/u><\/strong>Select Contacts<\/u><\/h4>\n

              Go to\u00a0Contacts<\/strong><\/span>\u00a0and use the checkboxes on the left to select the recipients for your message.<\/p>\n

              <\/em><\/p>\n

              Step 2:\u00a0<\/strong>Open the Bulk SMS Window\u00a0<\/u><\/h4>\n

              Click the\u00a0SMS icon<\/strong><\/span>\u00a0in the top menu bar to open the Bulk SMS setup window.<\/p>\n

              <\/em>
              \nStep 3:<\/u><\/strong>\u00a0<\/strong>Select the Sending Phone Number<\/u><\/p>\n

              From the\u00a0From Phone Number<\/strong><\/span> dropdown, choose the number to send from.<\/p>\n

              If left blank, the system uses the last number used per contact or the account default.<\/p>\n

              Step 4:<\/u><\/strong>\u00a0Compose or Select a Message Template<\/u><\/p>\n

              Type your custom message or select a saved template from\u00a0SMS Templates<\/strong><\/span>.<\/p>\n

              You can personalize messages using custom fields and add emojis or attachments if needed.<\/p>\n

              <\/em>
              \nStep 5:\u00a0<\/u><\/strong>Choose a Delivery Method<\/u><\/p>\n

              Send All at Once<\/strong><\/h4>\n

              Immediately sends your message to all selected contacts.<\/p>\n

              Send at Scheduled Time<\/strong><\/h4>\n

              Set a specific date and time for delivery.<\/p>\n

              Send in Drip Mode<\/strong><\/h4>\n

              Sends messages in smaller batches for improved pacing and deliverability.<\/p>\n

              Drip Mode fields:<\/strong><\/p>\n

                \n
              • \n

                Pick a Start Date & Time:<\/strong> When sending begins.<\/span><\/p>\n<\/li>\n

              • \n

                Number of Messages per Batch:<\/strong><\/span> Number of contacts per send batch.<\/p>\n<\/li>\n

              • \n

                Repeat After:<\/strong><\/span> Time delay between each batch (in minutes, hours, or days).<\/p>\n<\/li>\n

              • \n

                Send On:<\/strong><\/span> Select specific weekdays for sending.<\/p>\n<\/li>\n

              • \n

                Time Window:<\/strong><\/span> Define allowed sending hours based on account timezone.<\/p>\n<\/li>\n

              • \n

                End At:<\/strong><\/span>\u00a0The latest time messages can be sent each day; messages outside this window resume the next day.<\/p>\n<\/li>\n<\/ul>\n

                <\/em><\/p>\n

                Step 6.\u00a0<\/u><\/strong>Send the SMS<\/u><\/h4>\n

                Click\u00a0Send SMS<\/strong><\/span>\u00a0to submit your campaign. The action will be queued and processed automatically.<\/p>\n

                <\/em><\/p>\n

                Step 7:\u00a0<\/u><\/strong>Track Results in Bulk Actions<\/u><\/h4>\n

                Go to\u00a0Contacts \u2192 Bulk Actions<\/strong><\/span> to view campaign status and performance metrics such as sent, delivered, failed, or skipped messages.<\/p>\n

                Click\u00a0Show Stats<\/strong><\/span>\u00a0for detailed delivery reports, including carrier responses and failure reasons.<\/p>\n

                <\/em><\/p>\n

                Frequently Asked Questions<\/strong><\/h2>\n

                Q: What happens if I don\u2019t select a \u201cFrom\u201d phone number?<\/strong><\/p>\n

                The system uses the last number used for that contact or defaults to the account\u2019s primary number.<\/p>\n

                Q: Can I cancel a scheduled bulk SMS?<\/span><\/strong><\/p>\n

                Sent messages cannot be canceled. Contact Support immediately for help with scheduled or drip sends.<\/p>\n

                Q: How does Drip Mode handle time zones?<\/span><\/strong><\/p>\n

                Drip Mode uses your account\u2019s local time zone.<\/p>\n

                Q: Will unsubscribed contacts receive messages?<\/span><\/strong><\/p>\n

                No. HighLevel automatically excludes unsubscribed or DND contacts to maintain compliance.<\/p>\n

                Q: Can I track failed messages?<\/span><\/strong><\/p>\n

                Yes. Go to\u00a0Bulk Actions \u2192 Show Stats<\/strong><\/span>\u00a0for detailed error reports.<\/p>\n

                Q: Can I use the same number for calls and SMS?<\/span><\/strong><\/p>\n

                Yes, as long as the number is enabled for both.<\/p>\n

                Q: Why verify my email domain?<\/span><\/strong><\/p>\n

                A verified domain ensures better inbox placement and prevents spam issues.<\/p>\n

                Q: How can I increase messaging limits?<\/span><\/strong><\/p>\n

                Contact Support to request an increase after demonstrating consistent, compliant sending activity.<\/p>\n","protected":false},"excerpt":{"rendered":"

                Setup Email Setting up a dedicated email domain ensures better inbox placement, higher deliverability, and a stronger sender reputation. Steps […]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[23,3],"doc_tag":[],"class_list":["post-295","docs","type-docs","status-publish","hentry","doc_category-foundational-setup","doc_category-getting-started"],"year_month":"2026-07","word_count":937,"total_views":"35","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Foundational Setup","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/foundational-setup\/"},{"term_name":"Getting Started","term_url":"https:\/\/onesystemcrm.com\/help\/Supports-category\/getting-started\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/295","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=295"}],"version-history":[{"count":5,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/295\/revisions"}],"predecessor-version":[{"id":304,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/295\/revisions\/304"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=295"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=295"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=295"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}