REVSET LABS · EXPERT GUIDE·CRM & Contacts

How to Run Scheduled Bulk Requests in GoHighLevel

1,097 words·5 min read·Updated 28 April 2026·beginner·

Arsalan ZaffarLinkedIn

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Quick Answer

To schedule bulk requests in GoHighLevel, go to Contacts → select your filtered contacts → Perform Bulk Action → choose Send SMS or Send Email. Configure your message, then select the "Schedule for later" option and set your desired date and time. This process typically takes 5-10 minutes.

Key Takeaways

✓Always filter your contact list precisely to target the correct audience for your scheduled bulk requests.
✓Utilize the 'Schedule for later' option within bulk SMS and Email actions for precise timing of your outreach.
✓Review your message content, including merge tags and links, thoroughly before scheduling to avoid errors.
✓Monitor your scheduled bulk actions in the **Bulk Actions** log to confirm successful execution and track progress.
✓Be mindful of time zones when scheduling, ensuring your messages reach contacts at optimal local times.

What Are Scheduled Bulk Requests and Why Use Them?

Scheduled bulk requests in GoHighLevel allow you to plan and automate mass communication or actions for your contact list at a future date and time. This feature is crucial for managing your outreach efficiently without needing to manually send messages or trigger actions at the exact moment they need to go out. You can prepare your campaigns in advance, ensuring they deploy precisely when your audience is most likely to engage.

🔥 Pro Tip

Use scheduled bulk requests to align your outreach with specific events, holidays, or sales cycles. Planning ahead ensures your messages are timely and relevant, maximizing their impact and improving response rates.

How to Prepare Your Contact List for a Bulk Request

The first critical step in running any bulk request is accurately identifying and segmenting your target audience. GoHighLevel's powerful filtering tools allow you to select a highly specific group of contacts, ensuring your scheduled messages reach only the intended recipients. Proper preparation prevents irrelevant communication and enhances the effectiveness of your campaigns.

Access the Contacts Section — Click the Contacts menu on the left sidebar. This action takes you to your contact management screen, where all your leads and customers are listed.

Apply Filters to Segment Contacts — Click the More Filters button above your contact list. Select the appropriate filter criteria such as Tags, Custom Fields, Last Activity, or City to narrow down your audience. This step is essential for targeting specific groups for your bulk request.

Refine and Apply Filters — Add multiple filters as needed to create a precise segment. Click Apply after setting your filters to update the contact list. Your list now displays only the contacts matching your specified criteria.

Select Contacts for the Bulk Action — Click the checkbox at the top of the contact list, next to the 'Name' column, to select all contacts currently displayed. If you only need to select a few, manually check the boxes next to their names. This action highlights the contacts chosen for your bulk request.

🔥 Pro Tip

Save frequently used filter combinations as 'Smart Lists'. This allows you to quickly access specific contact segments without reapplying filters every time, saving valuable time for future bulk requests.

How to Initiate a Scheduled Bulk Action

Once your contact list is prepared, you can initiate the bulk action process. GoHighLevel offers various bulk actions, but for 'scheduled' requests, you will primarily focus on sending SMS or Email messages. These options provide a direct scheduling feature, allowing you to set a future delivery time.

Open the Bulk Actions Menu — With your contacts selected, click the Perform Bulk Action button located at the top of the contact list. A dropdown menu appears, showing various actions you can apply to your selected contacts.

Choose Your Communication Method — From the dropdown, select either Send SMS or Send Email. These are the primary options that allow for direct scheduling of your bulk outreach. If you want to add contacts to a workflow for scheduled actions, choose Add to Workflow instead.

🔥 Pro Tip

While 'Add to Workflow' doesn't have a direct 'schedule' option in the bulk action modal, the workflow itself can contain delay steps to achieve scheduled communication. Consider building a dedicated workflow for complex, multi-step scheduled campaigns.

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How to Configure and Schedule Your Bulk Request

This section guides you through composing your message and, most importantly, setting the exact date and time for your bulk request to be delivered. Accurate configuration and precise scheduling are vital for the success of your outreach campaign, ensuring your message is impactful and timely.

Compose Your Message Content — In the pop-up window, enter your message for SMS or your subject and body for email. Use Custom Values (merge tags) to personalize messages with contact-specific information like their first name. This personalization significantly increases engagement.

Review Message and Sender Details — Double-check your message for any typos or errors. For emails, verify the 'From Name' and 'From Email' are correct. Ensure your message adheres to character limits for SMS and includes clear calls to action.

Select the Scheduling Option — Below your message content, locate and click the Schedule for later checkbox. This action reveals the date and time selection fields, enabling you to specify when the bulk request should be sent.

Set the Desired Date and Time — Click the date field to open a calendar and select your desired send date. Then, click the time field to set the exact time. Pay close attention to the time zone setting, which defaults to your agency's time zone. Adjust it if your audience is in a different region. This ensures your message sends at the optimal time for your recipients.

Confirm and Schedule the Request — After setting the date and time, click the Schedule button. A confirmation message appears, and your bulk request is now queued for delivery at the specified future time. The system will process your request automatically.

⚠️ Be extremely cautious with time zone settings. Sending a bulk message at an inconvenient local time for your contacts can lead to low engagement or even negative feedback.

🔥 Pro Tip

Always test your scheduled messages by sending a preview to yourself or a test contact before confirming the bulk send. This helps catch any formatting issues, broken links, or incorrect merge tags before reaching your entire audience.

How to Monitor Your Scheduled Bulk Requests

After scheduling your bulk request, it's important to know where to monitor its status and track its progress. GoHighLevel provides a dedicated log for bulk actions, allowing you to review scheduled, pending, and completed tasks. This transparency helps you confirm that your campaigns are running as planned.

Navigate to Bulk Actions Log — From the left sidebar, click Settings → Bulk Actions. This page displays a comprehensive list of all bulk operations, including those scheduled for future execution.

Review Scheduled Request Status — On the Bulk Actions page, locate your scheduled request by its name or creation date. The 'Status' column shows if it is 'Scheduled,' 'In Progress,' or 'Completed'. You can see details like the number of contacts involved and the scheduled time. Regularly checking this log ensures your campaigns are on track.

🔥 Pro Tip

Use the 'View Details' option next to a completed bulk action to see which contacts successfully received the message and identify any failures. This data is invaluable for refining future campaigns and troubleshooting issues.

Troubleshooting Common Issues

⚠️ My scheduled bulk SMS/Email did not send at the specified time.

Go to Settings → Bulk Actions and check the status of your request. Verify the scheduled time and ensure your agency's time zone matches your expectation. If the status indicates an error, review your account's SMS/email credits and sending limits. Ensure all contacts have valid numbers/emails and are not on DND.

⚠️ The 'Schedule for later' option is missing when I try to perform a bulk action.

The 'Schedule for later' option is only available for Send SMS and Send Email bulk actions. If you selected another action like 'Update Contact Field' or 'Add/Remove Tags', these actions execute immediately and do not offer a scheduling feature. To schedule these, you must use a workflow with delay steps.

⚠️ Contacts are not receiving my scheduled bulk messages.

First, check the Bulk Actions log for any errors. Then, review individual contact profiles to ensure they have valid phone numbers/email addresses and are not marked as 'Do Not Disturb' (DND) for the channel you used. Also, confirm that your message content does not violate carrier guidelines (for SMS) or email spam policies.

⚠️ My bulk message contains incorrect contact information (e.g., wrong name).

This usually indicates an issue with your Custom Values (merge tags) or the underlying contact data. Before scheduling, always send a test message to yourself to verify merge tags populate correctly. Review the contact records for any missing or inaccurate information. You may need to update contact fields directly or through a separate bulk update.

⚠️ I accidentally scheduled a bulk request with the wrong content or to the wrong audience.

Immediately go to Settings → Bulk Actions. If the request is still in 'Scheduled' status, you might be able to 'Cancel' it. If it's already 'In Progress' or 'Completed', you cannot stop it. In such cases, plan a follow-up message to clarify or correct the previous communication, or update the affected contacts with correct information.

Common Mistakes to Avoid

→Incorrect Contact Filtering: Not applying specific enough filters, leading to messages being sent to an unintended, broader audience.
→Forgetting to Set a Schedule Time: Clicking 'Send' instead of 'Schedule' or overlooking the date/time selection, resulting in immediate delivery of a message intended for later.
→Time Zone Discrepancies: Failing to adjust the time zone for recipients in different regions, causing messages to be delivered at inconvenient local times (e.g., late at night).
→Not Reviewing Message Content: Sending messages with typos, broken merge tags, or incorrect links, which can damage credibility and reduce engagement.
→Ignoring DND Settings: Attempting to send messages to contacts who have opted out or are marked 'Do Not Disturb', leading to delivery failures and potential compliance issues.

Frequently Asked Questions

QCan I schedule any type of bulk action in GoHighLevel?

No, direct scheduling via the 'Schedule for later' option is specifically available for bulk SMS and Email sends. Other bulk actions, such as 'Update Contact Field' or 'Add/Remove Tags,' execute immediately upon confirmation. For scheduled execution of these other actions, you would typically add contacts to a workflow that contains delay steps followed by the desired action.

QHow do I ensure my scheduled messages are personalized?

You can personalize your scheduled messages by using **Custom Values** (also known as merge tags) within your message content. When composing your SMS or Email, select the 'Custom Values' option to insert placeholders like {{contact.first_name}} or {{location.name}}. GoHighLevel automatically replaces these with the corresponding information from each contact's profile at the time of sending, ensuring a personalized touch.

QWhat happens if I schedule a bulk request for more contacts than my SMS/email credits allow?

GoHighLevel will attempt to send messages to all contacts up to your available credit limit. If you run out of credits during a scheduled bulk send, the remaining messages will typically fail to send. It is crucial to monitor your credit balance, especially before scheduling large bulk campaigns, to ensure uninterrupted delivery. You can top up your credits from **Settings** → **Phone Numbers** or **Email Services**.

QCan I edit or cancel a scheduled bulk request after it's set?

Yes, you can cancel a scheduled bulk request if it has not yet started processing. Navigate to **Settings** → **Bulk Actions**, locate your 'Scheduled' request, and look for an option to 'Cancel' or 'Delete' it. However, once a request moves to 'In Progress' or 'Completed' status, it cannot be stopped or edited. Always double-check your settings before confirming a schedule.

QHow can I track the success of my scheduled bulk SMS/Email campaigns?

You can track the success of your campaigns by reviewing the **Bulk Actions** log in **Settings**. For individual message performance, check the contact's conversation tab to see if the message was delivered, opened (for emails), or replied to. Additionally, use GoHighLevel's **Reporting** section to monitor SMS delivery rates, email open rates, click-through rates, and overall campaign engagement over time.

Try GoHighLevel Free

Start your 30-day GoHighLevel free trial

Everything in this guide is in your free trial. 30 days, no credit card — the platform behind 78+ revenue systems.

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Some links are affiliate links — if you sign up we may earn a commission, at no extra cost to you. We only recommend GoHighLevel because we build on it every day.

Arsalan Zaffar

Revset Labs · Revenue Systems · 78+ GHL Builds

Arsalan writes GHL guides from real build experience — 78+ systems, $9.2M in client pipeline. Wharton, CXL & Google certified.

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Tags:GoHighLevelBulk ActionsSchedulingAutomationSMS MarketingEmail Marketing