Your browser does not support HTML5 video. Access the Onboarding Engine: Log into your Go High Level account. Navigate to the Onboarding Engine section from your dashboard or settings menu. Identify Custom Values: Review the list of custom values that need to be filled out. These include business name, contact information, service details, and other...

Facebook Stories are a great way to engage with your audience by sharing images or videos that disappear after 24 hours. Using the Social Planner, you can efficiently create and manage your Facebook Stories, ensuring they are posted at optimal times. This guide will walk you through creating and posting a Facebook Story using the Social Planner. Cre...

Managing your dashboard effectively involves not only adding useful widgets but also removing those that are no longer needed. Removing a widget helps maintain a streamlined and relevant dashboard layout, ensuring that your workspace remains organized and efficient. Here is a guide on how to remove a widget from your dashboard. Activate Edit Mode To...

Evaluating the performance of individual team members is essential for understanding their contributions to your sales efforts. The Opportunities section provides detailed insights into the opportunities managed by a selected user, highlighting their ability to convert leads into successful sales. By reviewing these metrics, you can identify trends,...

Enhancing your dashboard's functionality and appearance is essential for effective data management. Learning how to edit widgets can unlock the full potential of your dashboard, allowing for a more personalized and informative experience.  📌NOTE: Custom Widgets in the General section cannot be edited. Enter Edit Mode Begin by clicking the "Edit" but...

Even if your Prospect's business does not have a physical location, you can find their virtual business’s Google Maps URL to generate accurate prospecting reports and analyze Virtual Businesses like never before! To start, confirm that the business is listed on Google. If the prospect hasn't already done so, they will need to go to Google My Busines...

Managing individual appointments effectively is essential for maintaining strong relationships and capturing all relevant information. One valuable feature of this process is the ability to add and track notes for each appointment. This functionality allows users to keep detailed records that can be easily accessed, edited, or deleted as needed. Not...

The Transactions tab within the Payments section provides a centralized location to review all sales processed through the various tools available on your platform. This feature offers detailed visibility into each transaction, including dates, amounts, and the associated customer details. Whether the sales originate from invoices, payment links, or...

The Featured Products element offers a dynamic way to spotlight specific products on store pages. With customizable placement, layout flexibility, and seamless product selection, it ensures your most important items are prominently displayed to engage customers quickly. How It Works Navigate to the Sites > Stores section in your account, and proc...

Your browser does not support HTML5 video. Why Set a Default Country? Setting a default country for contacts has several benefits: Accuracy: Ensures that communications and automations that depend on the country field operate correctly. Personalization: Tailors interactions and campaigns to the appropriate regional context. Compliance: Helps maintai...

When you select a group of contacts from any of your smart lists to perform actions such as adding them to a workflow or sending an email or SMS, the CRM will create these as bulk actions. These actions can be easily monitored and managed in the Bulk Actions section within the Contacts tab of your CRM. If no bulk actions have been created, this page...

Widgets are versatile, customizable data visualization tools that enable users to efficiently analyze and present their data for enhanced insights and reporting. To add a widget, simply click the "Add Widget" button located in the top right corner of your dashboard. Widget Categories Contacts: Manage and analyze leads, focusing on tags, activity, or...

Within the platform's Calendars or Appointments tab, you can set up recurring appointments by manually selecting specific dates and times with the custom date and time options, even without configuring a recurring calendar. This approach allows you to create a series of scheduled sessions tailored to a client’s unique availability or requirements, b...

The cookie consent tool provides a crucial mechanism for securing user consent prior to the collection of any personal data, thereby facilitating adherence to data protection regulations. This feature is designed to streamline the compliance process by presenting users with clear options to accept or manage their cookie preferences before any data c...

Community Events provide a platform for organizing local meetups, online workshops, or celebratory gatherings to engage and strengthen your community. Whether in-person or virtual, these events enable you to bring together members, clients, or followers to foster meaningful connections. Follow the steps below to create community events. Access the G...

The AI Employee is a comprehensive suite of features designed to enhance user experience and streamline operations. It includes Voice AI (AI Agents), Conversation AI, Reviews AI, Funnel & Website AI, Content AI, and Workflow AI Assistant. Two pricing models are available for accessing AI Employee features: a usage-based model and a monthly unlim...

Smart Lists are designed to enhance your efficiency by saving your filter and sorting preferences, eliminating the need to reapply them each time you access your appointment data. This functionality allows for quick and easy retrieval of specific information tailored to your needs. In addition to the default options, you have the flexibility to crea...

The Add/Update Opportunity feature enables you to seamlessly add or update contacts in your pipeline. By selecting the contacts you wish to manage and choosing the appropriate pipeline and stage, you can streamline the process of tracking and managing your opportunities. This feature ensures that you can efficiently move multiple contacts, update cr...

You can effortlessly create and send documents or contracts directly from your mobile app using predefined templates. This feature ensures you stay productive on the go, providing seamless access to your templates for quick document generation and distribution. 📌Important Note: Before using this feature on the mobile app, ensure your document templa...

Pipelines are a crucial feature, designed to automate various processes within your business workflows. They allow you to establish structured sequences of actions that guide leads or customers through predefined stages, ensuring efficient communication and consistent engagement. Access the Pipelines section from the Opportunities tab. Here, you can...

The Custom Object Created Trigger enables you to automate workflows associated with your custom objects whenever a new custom object is created. By allowing you to filter the trigger based on specific field inputs, it provides advanced customization options to optimize workflows and improve operational efficiency. How It Works Begin by creating a ne...

The Private Channel Access Granted Trigger allows you to automate processes based on a user gaining access to one of your Community Private Channels such as sending follow-up emails, notifying team members, or providing access to another channel.  To get started with this trigger, navigate to the Workflows section within your account, then opt to ed...

The Import Contacts and Opportunities feature provides an efficient solution for importing contacts and opportunities through a single CSV file. This feature simplifies the process for bulk creation and updating of records, reducing the need for manual data entry and ensuring data consistency. With smart field mapping, automated contact de-duplicati...

The Affiliate Enrolled In Campaign trigger is designed to capture essential data points related to an affiliate's enrollment in a campaign. This trigger gathers the following information: Affiliate Name Affiliate Email Affiliate Phone Number Campaigns in which the affiliate is included Total Revenue Generated Commission Earned Affiliate Referral Lin...

The Grant Private Channel Access action allows you to automatically add users to private channels via workflows, simplifying the onboarding process for group members. To begin, navigate to the Workflows section in your account.  Next, create a new workflow or select a workflow from the list to access its editor and establish the necessary workflow t...

The Custom Objects Changed trigger enables you to automate a process based on changes made to your Custom Objects. This trigger is particularly valuable in scenarios where consistent actions or updates are required whenever specific changes occur within these Objects. By leveraging this functionality, you can simplify repetitive processes, saving ti...

Notifications provide immediate alerts when a workflow encounters errors, allowing you to quickly identify and address the problem. By staying informed about errors as they occur, you can take swift corrective actions, minimizing any potential downtime. This is particularly important in workflows that are critical to customer interactions, sales pro...

This guide provides an in-depth exploration of the four primary methods for sending or delivering emails within the system, emphasizing their distinct features and appropriate use cases. Navigate to a drafted email campaign to begin. Click the “Send or Schedule” button to proceed.  Send Now The "Send Now" option allows you to initiate an email campa...

When setting up your store the main goal you have in mind is selling your products. After properly adding other elements to captivate the customer, you must now add the checkout element so they can complete the purchase. Without this, your customers will remain as leads and no conversions will occur.  How to Add a Checkout Element To begin, open you...

The Client Portal Email Settings enable Client Portal owners to effectively manage email notifications originating from various child applications within the Client Portal. This functionality allows for the selective determination of which types of emails are received, ensuring that users are notified only about the most relevant information, thereb...

The Documents & Contracts section serves as a central hub for managing Proposals, Estimates, and Contracts. Featuring a versatile builder that supports text, images, videos, tables, and more—along with digital signatures and document state management—this section offers a comprehensive solution for professional business communication.  This guid...

The Opportunities section offers an extensive range of sorting and filtering options designed to provide greater control and deeper insights into your pipeline stage performance. These advanced capabilities empower you to understand and manage your sales process more effectively. You can filter by various criteria, including date, pipeline, user, ca...

A live webinar funnel enables you to host real-time sessions on scheduled dates and times, providing an interactive platform for you to engage with attendees as the event unfolds. Live webinars require both the host and attendees to participate simultaneously, creating an environment for real-time discussions, Q&A sessions, and feedback.  To cre...

Brand boards provide quick and organized access to your brand’s fonts and colors, streamlining the design process by eliminating the need to manually input codes or use custom values. With pre-set options in your email editor, you can effortlessly maintain consistency across all communications, reinforcing your brand identity and ensuring your messa...

The Agent Report provides a centralized platform to monitor and evaluate the actions performed by users within your organization. This section offers a detailed view of key performance indicators, including opportunities, conversions, SMS and email campaigns, leaderboard standings, call metrics, and overall efficiency. By analyzing this data, you ca...

Integrating your WhatsApp Business account with your Facebook Page enhances customer interaction by providing a seamless communication channel. This connection allows potential customers visiting your Facebook Page to directly message you on WhatsApp with just one click, streamlining customer engagement and boosting sales. By linking your WhatsApp B...

A Dynamic Countdown Timer is a personalized feature that adjusts the countdown based on each contact's interaction with your email. Unlike static timers, which display the same countdown for all recipients, a dynamic timer begins counting down from when a contact opens or receives the email, ensuring a unique experience for each individual. Example ...

In blogging, search engine optimization (SEO) is a critical factor in driving traffic and improving visibility. One essential aspect of SEO is managing canonical links, which help search engines understand the preferred version of a webpage when duplicate content exists. Custom values for canonical links in blogs improves flexibility and control ove...

The Submissions section within Forms allows you to store and organize all responses from your Forms. This feature enables you to review collected data, generate reports, and remove any unnecessary information.  Navigate to the Form Submissions section within the Sites tab to get started with this feature. Downloading Submission Data Click the Export...

The "Appointment Booking Conversation AI Bot" action is designed to automate the appointment booking process through conversational AI. It engages with users, guiding them through the steps of booking an appointment while adapting its responses based on user input. This bot can be customized with specific instructions, tone settings, and timeout con...

The Affiliate Media Library allows you to simplify media management, streamline affiliate workflows, and improve overall efficiency. Whether you're assigning campaign-specific assets or making resources universally accessible, these features are designed to enhance the experience for both you and your affiliates. Utilizing this feature will allow yo...

Countdown timers are a highly effective tool for driving urgency and encouraging quick action, especially when paired with time-sensitive offers or deadlines. To optimize their impact, it is essential to maintain consistency between the countdown timer on your funnel page and the one in your emails. This uniformity reinforces your message and motiva...

When implementing Voice AI in your business, understanding how the inbound call flow operates is crucial for maximizing the efficiency of the AI system. There are various configurations for how and when the Voice AI Agent will engage with incoming calls. By customizing the settings based on your needs, you can ensure that the Voice AI Agent efficien...

Smart Lists are a powerful tool for businesses seeking to optimize their customer engagement strategies. By allowing for the segmentation of customers based on various attributes and behaviors, Smart Lists enable targeted marketing, efficient sales processes, and enhanced customer relationship management. In this article, we will explore several exa...

There may be instances when you need to remove tags from a single contact or an entire group. To proceed, start by selecting the desired contacts. Next, locate the "Remove Tag" button on the Bulk Actions panel. This option allows you to efficiently remove applied tags with a single click, whether you are working with one contact or multiple.   Actio...

A Lookalike Audience targets a new group of people whose characteristics align with your existing customer base. This audience is created using a custom audience as its source, allowing your ads to reach people who are similar to your current customers. This article will provide a detailed guide on how to create Lookalike Audiences and utilize them ...

Creating tasks is a vital part of managing projects and ensuring that daily operations run smoothly. By carefully structuring tasks with clear titles, descriptions, and deadlines, you can improve organization, accountability, and overall efficiency within your team. This guide will walk you through the essential elements of creating a new task, ensu...

Your browser does not support HTML5 video. Access the Workflow: Navigate to the 'B-016-WF-2.1. Referral Form Submitted' workflow. Identify the Trigger: Determine the trigger point within the workflow where the assignment action should occur. In this workflow, the trigger point is when a referral form is submitted, initiating the lead capture process...

Customizing DR Messages: Identify Target Segments: Before crafting your messages, segment your dormant contacts based on relevant criteria such as past purchase behavior, interaction history, or demographics. This segmentation enables you to tailor your messages more effectively. Craft Compelling Content: The content of your DR messages should be en...

The Conversations section in the Mobile App allows you to view and manage ongoing conversations directly from your mobile device. With the option to filter, archive, star, or delete conversations, managing conversations on your mobile device has never been more convenient.  Access Conversations  Open the mobile app and navigate to the conversations ...

Recurring appointments offer a practical solution for managing regular meetings and events, such as weekly team updates or monthly check-ins, without the need to manually schedule each instance. Follow this guide to seamlessly set up recurring appointments in your calendars. 📌NOTE: This feature is unavailable for Service Calendars. To enable recurri...

Integrating various platforms and tools with your account enhances its functionality and streamlines your workflow. By connecting accounts like Google, Facebook, and QuickBooks, you can efficiently manage and track your business activities directly from your CRM. Whether it's responding to customer messages, tracking ad performance, managing your ca...

By integrating your Microsoft Teams account within the platform, you can simplify the process of generating dynamic meeting links to minimize manual effort when scheduling meetings. Once Teams is set as a meeting location in your calendar settings, a unique Teams link will be automatically generated for each new booking and included in the calendar ...

There are several actions you can perform with the images in the Media Storage. Simply right-click on an image or folder to access various options for organizing your files and folders. Folders Renaming a Folder To update the name of a folder, select the three-dot action dropdown corresponding to the folder and select the Rename option. Once you hav...

Reselling Ad Manager to sub-accounts allows agencies to provide a valuable service to their clients while generating consistent revenue. This guide outlines the steps required to set up and manage the reselling of Ad Manager, covering prerequisites, pricing plans, customization options, and client management. By following these instructions, you can...

Within the platform, you can resolve issues related to missing Facebook permissions with the Connect Multiple Facebook and Instagram Pages feature. This capability, already available for sub-accounts using the Single Facebook Page version, streamlines troubleshooting by enabling users to quickly identify and address permission-related issues directl...

The Lost Reason filter for Opportunity Widgets allows you to analyze your lost opportunities in a centralized location. This filter facilitates precise analysis and offers additional properties for a more detailed breakdown. This article provides an in-depth look at these features, their functionalities, and how to leverage them for better sales per...

The Group SMS feature enables seamless engagement with multiple contacts through a single SMS conversation, fostering collaboration and ensuring all participants remain informed and connected. Ideal for coordinating transactions, sharing updates, or facilitating group decisions, Group Chat centralizes messaging efforts to boost efficiency.  Group SM...

Creating an email template is crucial for streamlining and standardizing your communication efforts. Templates enable you to maintain consistency in branding and messaging across various campaigns, ensuring that your emails align with your overall marketing strategy. By utilizing pre-designed, customizable, or blank templates, you can save time, enh...

A brand board serves as a set of brand guidelines that define design elements such as colors, typography, and imagery. It is instrumental in maintaining a consistent brand identity across emails, funnels, and other marketing materials. Brand boards are an essential tool for maintaining consistency and organization in your brand's visual identity. Th...

Email campaign settings provide a robust framework for creating, managing, and optimizing your email marketing efforts. This guide will walk you through the key settings within the email campaign feature, ensuring that you can effectively configure and tailor your campaigns to achieve optimal results. Accessing Settings Navigate to the Email Campaig...

The Requests section provides a comprehensive overview of all review requests you’ve sent, whether they are completed or still pending. It also displays essential customer details, enabling you to closely track engagement and interaction with your review outreach. This detailed record serves as a valuable tool for assessing the effectiveness of your...

Enhancing the visibility and organization of opportunity cards within the pipeline view can significantly optimize your workflow. By customizing fields, counters, and layouts, you can tailor opportunity cards to better align with your business needs. This guide will walk you through the options available for personalizing up to seven displayed field...

The Attribution Parameters feature within Contacts and Opportunity Widgets empowers users to gain comprehensive insights into the origins and behaviors of their contacts and opportunities. By leveraging this advanced functionality, users can filter data based on First or Last attribution, utilize critical UTM parameters, and design detailed, custom ...

A Pay-Per-Lead (PPL) program is a performance-based commission model where affiliates earn a commission for each lead they refer, rather than receiving payouts solely upon successful sales. This approach differs from the traditional pay-per-sale model, which rewards affiliates only when a sale is completed. While PPL programs often offer lower commi...

Countdown timers are a powerful tool to add urgency and exclusivity to your email campaigns. By dynamically counting down to a specific deadline, they motivate recipients to take swift action, making your offers more compelling and time-sensitive. This guide will walk you through the benefits of countdown timers and how to implement them in your ema...

If you wish to request reviews for your products or services from clients, simply select the desired contacts within the Contacts tab and click the 'Send Review Requests' button to initiate the process.  Proceed with the action once you have confirmed the selected contacts. Review Request Options Choose to send your requests via email or SMS from th...

Public documents offer a convenient solution for sharing and collecting signatures on important files. This feature simplifies the process by allowing you to publish documents, share them with recipients, and manage their responses efficiently. Below is a guide to help you get started with public documents. Creating a Public Document To create a pub...

In this article, we will guide you through the process of setting a connected Facebook page as the default page within Ad Manager. This default page will serve as the primary option for publishing new ad campaigns, although you can select a different page during the campaign creation process if desired. How to Set a Connected Facebook Page as Defaul...

Managing and navigating your blog posts efficiently is essential for maintaining an organized and up-to-date blog site. This article provides a detailed guide on accessing your blog list, creating and editing blog posts, utilizing search and filter functions, and managing blog settings. Follow these steps to streamline your blog management process a...

Customizing your dashboard is essential for creating an interface that works for you. Adjusting the size of widgets enhances visibility and functionality, helping you maintain a clean and organized workspace. Here’s how you can effortlessly resize widgets to optimize your dashboard layout. Activate Edit Mode Begin your customization by clicking the ...

The Documents & Contracts Templates section in the Payments tab is designed to streamline document workflows by providing a centralized area for creating, managing, and storing customizable templates for contracts, agreements, invoices, and other essential paperwork.  This feature allows users to quickly generate consistent and professional docu...

The Product element in the form builder not only facilitates easy payment integration but also ensures a smooth and professional transaction experience for both businesses and their customers. In this article, we will explore the key features and benefits of the Payment Element, providing you with a comprehensive guide on how to effectively utilize ...

Media storage is an essential feature for efficiently managing your digital assets, such as images, videos, and documents. It provides a centralized space to store, organize, and access media files, ensuring seamless integration across various tools and platforms. Understanding how media storage works allows you to maintain a well-structured library...

You can pause or cancel your scheduled email campaigns, including A/B tests, giving you full control over your campaigns. This feature allows you to make necessary changes or corrections before sending emails, ensuring flexibility and accuracy.  📌Note: This functionality is available for all scheduled email campaigns, batch schedules, and A/B tests ...

Easily add or manage your Stripe information within the Payment Integrations section. Moreover, don't forget to double-check if live mode or test mode is enabled – this will go a long way toward ensuring successful transactions! Integrating Stripe To begin linking your Stripe account, navigate to the Payment Integrations section, then select the Con...

In the Messages panel, you can review the message and conversation history with a specific contact. This section displays all messages and calls associated with that contact, offering a comprehensive record of all interactions and facilitating effective client and customer communication management. Select a contact within the Contacts > Smart Lis...

Effective affiliate marketing relies on a well-structured campaign that aligns with your business goals. By configuring your campaign correctly, you can target the right audience, ensure seamless communication with affiliates, and optimize your return on investment. Creating a Campaign To initiate the campaign creation process, click the "+Add" butt...

Recurring invoices streamline billing processes by automating payments at regular intervals. This guide provides step-by-step instructions for creating recurring invoices, covering setup options, customization features, and advanced scheduling tools to help ensure smooth invoicing and payment tracking. Creating a Recurring Invoice Navigate to the Re...

Within the Affiliate Payouts section, you can review and either approve or deny payouts. Once a customer signs up through an affiliate link, the associated payout and commission are automatically recorded and appear under the "Payout - Pending" tab on the 1st of the following month or based on your customized setup.  Select the Payout option from th...

The Efficiency Section offers a detailed analysis of the outcomes achieved by each agent within your organization. This section highlights key metrics, such as total sales value, average sales duration, and sales velocity, enabling you to optimize your sales processes. Open the Agent Reporting section, then scroll to the Efficiency section to locate...

Managing your opportunities effectively is key to staying organized and keeping track of valuable information. In the Opportunities tab, you can customize the information displayed on each opportunity card. This guide will walk you through how to view additional details using the More Info icon, helping you tailor your view to suit your preferences....

Updating your Smart List filters is a powerful way to precisely segment your contacts based on critical information, such as their sales progress and interactions with your company. This precision ensures that you consistently work with targeted and relevant customer segments, enhancing your marketing efforts and operational efficiency. Accessing Yo...

Custom menu links enable users to quickly access external websites directly from their account’s sidebar, offering flexibility in organizing tools, resources, and other essential links within the interface. Arranging these links in a preferred order can streamline processes and make navigation more intuitive. This guide will walk you through the pro...

Agent Call Metrics offers a detailed breakdown of call performance metrics for each agent in your team. This data is essential for improving productivity and enhancing the customer experience. Additionally, these insights can inform key decisions regarding training, performance evaluation, and resource allocation, ultimately contributing to the grow...

A Blog Site is a dedicated page designed to host the blogs you create on the platform. Establishing a blog site provides an excellent opportunity to share your insights, expertise, or passions with a global audience by presenting your content in an organized and accessible format. In this article, we will guide you through the key steps to create a ...

The Domain Purchase feature streamlines domain management, providing a seamless experience for agencies and their clients without ever needing to leave the platform. By consolidating domain purchases and management into one place, this feature eliminates the need for multiple logins and external services, making it easier to manage domains efficient...

The Affiliate Manager Dashboard is a powerful tool designed to streamline and optimize affiliate marketing efforts. Whether you're managing affiliates, tracking performance, or setting up commissions, this guide will help you navigate the dashboard effectively. What is the Affiliate Manager Dashboard? The Affiliate Manager Dashboard allows users to ...

Within the platform, you can seamlessly publish and synchronize products from your e-commerce stores to Meta Commerce to achieve efficient sales through Facebook and Instagram Shops. With advanced sales and marketing tools at your disposal, you can effectively promote products and engage your target audiences. Furthermore, the automatic inventory sy...

The Importance of Workflow Restoration Restoring workflows is crucial for maintaining operational continuity and flexibility. This capability ensures that users can recover critical workflows that may have been accidentally deleted or removed, allowing them to swiftly resume their processes without having to recreate them from scratch. By preserving...

The My Profile section allows you to customize and manage your personal account settings efficiently. Here, you can update your profile information, create an email signature, change your password, manage email 2-way sync with Gmail or Outlook, designate your primary calendar for better organization and convenience, and set your availability status ...

Monitoring SMS activities is crucial for assessing the effectiveness of communication efforts within your organization. The SMS section provides a comprehensive analysis of the text message activities performed by an agent. This includes metrics for sent, delivered, clicked, and failed (undelivered) messages, along with their corresponding percentag...

The Create Object or Associated Record action allows you to generate a new Object record or create an associated object record within the system when the trigger criteria are fulfilled. This functionality ensures that records are automatically added as needed, streamlining data management. How It Works Begin by creating a new workflow in the Automat...

The Commission Length and Variable Commissions Over Time features provide greater flexibility in managing affiliate rewards for recurring product sales. These features allow you to define how long commissions are paid and customize rates based on specific charge counts, enabling more strategic and scalable affiliate programs. Key Features Commission...

The email verification feature allows form and survey participants to verify their email addresses directly within the form or survey, enhancing the integrity of the data collected and providing a more seamless user experience. Why This Feature? By ensuring email addresses are verified, you can significantly reduce the chances of receiving inaccurat...

The 'Send Email' button allows you to efficiently send an email to one or multiple contacts in a single step. Simply select the desired contacts within the Contacts tab, and click the "Send Email" button to begin. Review your selected contacts and proceed once you have confirmed your choices. Drafting Your Email Begin by selecting the email template...

Efficient invoice management is crucial for maintaining cash flow and ensuring timely payments. The ability to configure and apply late fees to overdue invoices can significantly enhance your billing process, encouraging prompt payments and providing a structured approach to handling delays.  By setting up late fees, you can create an incentive for ...

Conditional elements can be added within email campaigns or templates, enabling you to tailor content dynamically based on specific conditions. This ensures that your emails are relevant to each recipient without the need for multiple campaigns. Key Benefits Save Time: Deliver targeted content within a single campaign, avoiding the need for duplicat...

This guide looks at the Reviews section within the Payments tab, equipping you with the knowledge to leverage this tool fully. By effectively managing customer reviews, you can boost engagement, strengthen credibility, and support informed purchasing decisions across your product catalog. Access the Reviews section within the Payments > Products ...

Your browser does not support HTML5 video. Accessing the Return Policy: Navigate to "websites" under "payment automations." Click "edit" on the refund/return policy website page. Template Customization: Delete the red button at the top once you’re ready. Ensure the text is edited since money-back guarantees cannot be templated. Basic return policy t...

The Update Custom Value Action is a great way to update custom values, enabling businesses to manage data more effectively and drive actionable insights. Below are some practical use cases that demonstrate the utility of this action: Lead Source Tracking: Automatically update custom values to track the performance of different lead sources such as F...

Maintaining productivity relies on effective task management. With customizable reminder times, multiple notification channels, and daily alerts, you can tailor your task reminders to fit your schedule precisely. Additionally, the option to set reminders for a few hours or even days before a task's due date ensures you have ample time to prepare. Th...

The integration between your Google accounts and CRM opens up a whole world of opportunities. With a single login, you will have access to Google Workspace (Gmail SMTP), and Google My Business, as well as the data in both Google Ads and Google Analytics. Conveniently manage different aspects of these products with ease in one place. Sign in to Googl...

The "Paid Groups" feature allows community administrators and owners to monetize their online communities, offering both Public and Private groups where users can pay for access to exclusive content and features. This system supports creators by providing fair access to all users while generating revenue. Public vs. Private Groups Administrators can...

Plain text emails, characterized by their straightforward and personal approach, emulate the style of messages from personal inboxes. With minimal branding and design, these emails emphasize the core message, making them highly effective for various use cases. From text-heavy communications to personalized messages like welcome or apology emails, pl...

Managing your contacts and opportunities by assigning separate owners for contacts and opportunities within your system, allows for more nuanced management and delegation of responsibilities. This capability provides greater control and flexibility in your CRM, tailored to fit your organization’s unique structure and workflows. Functionality Overvie...

The Custom Fields for Opportunities feature allows you to tailor and manage data within the Opportunity Modal, offering a highly flexible and dynamic approach to tracking potential sales, tasks, or projects. This tool empowers users to customize the data they capture, ensuring more relevant and organized information handling. Key Highlights Flexibil...

Managing opportunities is made more efficient with the Bulk Actions tab, allowing users to execute multiple updates and track progress with ease. This feature is essential for businesses looking to handle large volumes of data at once. In this guide, we'll walk you through each section of the Bulk Actions tab, explaining its purpose and how it can b...

The Private Channel Access Revoked Trigger allows you to automate processes based on a user losing access to one of your Community Private Channels such as sending follow-up emails, notifying team members, or revoking their access to another channel.  To get started with this trigger, navigate to the Workflows section within your account, then opt t...

The Tags section within your system offers a robust feature for managing contact tags. While tags can be created in other areas, the Tags section allows you to adjust or delete existing tags. These tags are useful for quickly identifying contacts and can trigger various actions, such as merging contacts, adding them to workflows, or initiating autom...

The expiry date feature in Certificates allows administrators to set expiration dates for certificates issued to users, providing greater control and management over certificate validity. Expiry dates can be configured at either the template level or the individual certificate level, ensuring flexibility in implementation based on organizational nee...

If you have multiple contact records for the same individual, you can consolidate them into a single record using the 'Merge Contacts' bulk action.  To begin, select the records you wish to merge within the Contacts tab and click the "Merge Contacts" button. 📌 NOTE: You must select between 2 to 10 contacts to access the Merge button. When prompted, ...

Advanced Call Reporting Filters empower you to refine your call data using various criteria, including source type, keywords, campaigns, landing pages, referrers, and much more! Leveraging these versatile filters allows you to gain deeper insights into your call data, uncover patterns, and make informed decisions to optimize your marketing and custo...

The Social Planner Statistics feature offers valuable insights into the performance of your social media posts, enabling you to analyze and optimize your social media strategies. This tool allows you to track key metrics across various social media platforms. By leveraging these insights, you can better understand what content resonates with your au...

Effectively managing membership comments is crucial for maintaining an engaging and orderly online learning environment. In this article, we will guide you through the processes of enabling, hiding, and locking comments for your lessons within different product categories. Additionally, we will explore how to manage comment visibility and the steps ...

The Phone Integration section within your account provides comprehensive tools to manage and oversee the phone services utilized by your agency and its associated sub-accounts. This section allows you to set up, monitor, and adjust phone system settings to ensure seamless communication across all accounts. Additionally, it offers the ability to conf...

Brand Boards simplify the process of maintaining consistent brand guidelines across your funnels and websites. This guide will walk you through effectively using Brand Boards to manage and apply your brand’s colors. Why Use Brand Boards in Funnels and Websites? Save Time: Eliminate the hassle of searching for the right color or recalling HEX codes. ...

Properly mapping Facebook form fields is essential for seamless data integration. This guide will walk you through displaying and selecting the appropriate fields for mapping, ensuring that data from your Facebook forms is accurately transferred to your account. Following these steps will help you maintain an organized and efficient data management ...

The Update Custom Object or Associated Record action allows you to update an existing Object or associated object record within the system when the trigger criteria are fulfilled. This functionality ensures that records are automatically modified as needed to maintain accurate and up-to-date information. How It Works Begin by creating a new workflow...

The Drip Action is designed to regulate the flow of contacts through a workflow, preventing the simultaneous execution of numerous steps. By setting parameters such as batch size and drip interval, you can maintain control over the pace of contact progression, ensuring that the workflow runs smoothly and efficiently without overwhelming the system o...

Access Marketing Tab: Navigate to your marketing section within the platform. Within the marketing section, navigate to the snippets tab.   Review EMAIL-2 Email Template: Locate the "B-006-WF-1.2. EMAIL-2. Unable To Reach for call back" Email Template. Verify that the calendar booking page URL custom value is correctly referenced in the email conten...

The Send Estimate action enables you to automatically send personalized estimates to your customers in response to specific events, such as the creation of opportunities or transitions between stages. This ensures a seamless and timely delivery of estimates based on key triggers in your workflow. To add this action to your workflows, go to the Autom...

If you're looking to seamlessly transfer contact information to the platform, our Upload Contacts feature offers unparalleled convenience. With just a few clicks, you can import a single contact or an entire group of contacts without any hassle. This feature allows you to quickly upload your spreadsheet, bringing you closer to optimal efficiency. Pr...

The Documents & Contracts Builder enables you to design templates for contracts, agreements, invoices, and other essential documents. Leverage this tool to create professional documents that align with your brand image and convey the necessary information. To access the Builder, navigate to the Documents & Contracts Templates section within ...

A countdown timer visually counts down to a specific deadline, creating a sense of urgency that motivates users to act before time runs out. They are commonly used in marketing campaigns, sales promotions, and event reminders to encourage immediate action. This guide will explore the benefits, types, and best practices for using countdown timers eff...

WhatsApp Flows enables businesses to create interactive, step-by-step guided conversations within WhatsApp. This feature allows businesses to design structured interactions that collect information, provide options, and guide users through processes such as booking appointments. By integrating WhatsApp Flows for appointment booking, you can increase...

Webinars provide an effective platform to connect with your audience, share valuable insights, and foster engagement in real-time or on-demand. By leveraging the tools available in the Webinars tab, you can create tailored experiences—whether through live sessions, interactive Q&As, or pre-recorded content—designed to captivate and inform your p...

Digital products are intangible goods delivered electronically, including ebooks, digital music, and digital art. They require no physical inventory and can be easily distributed to a global audience. This article will guide you through the essential steps to develop your digital product within the platform, ensuring that you understand the best pra...

The Affiliate Manager Settings section provides control over your affiliate campaigns, allowing you to adjust global settings that apply to all affiliate activities. This includes defining commission structures, setting payout terms, and customizing general preferences related to your affiliate program. Additionally, you can personalize the Affiliat...

Understanding the source and activities of your contacts is vital for effective marketing and sales strategies. Our Attribution Parameters on Contacts Widgets feature empowers users to gain deeper insights into their contact sources and activities. This functionality allows users to filter contacts based on first or latest attribution, utilize key U...

In this article, we will explore how the WhatsApp: Customer Service Window Check condition can be leveraged to create automated workflows and send free-form messages. This feature enables you to determine if an active Customer Service Window is open between your business and a customer. While the window is open, you can send unlimited free-form mess...

This feature enables the addition of up to eleven phone numbers for each contact, offering enhanced flexibility in managing clients and leads. You can conveniently update and edit these numbers within the contact details page, ensuring that all information remains up-to-date. By assigning a primary phone number and categorizing additional numbers wi...

The Email section provides a detailed analysis of email campaign performance for individual agents or users. This includes key metrics such as the total number of emails sent and percentages for Sent, Opened, Clicked, and Replied rates. These insights enable you to evaluate the effectiveness and engagement levels of your team's email campaigns, offe...

The Enrollment History Tab within workflows provides a list of contacts who have entered the selected workflow. It displays important details, including the contact name, the date each contact began the workflow, and their current status, and allows you to access additional information such as their contact path and execution history. Select a workf...

Workflow AI is an assistant designed to support you in building, refining, and managing workflows within the platform. Whether you’re creating new workflows or enhancing existing ones, Workflow AI provides step-by-step guidance, action suggestions, and optimization insights tailored to your objectives. By simply typing your desired outcome, Workflow...

The Estimates trigger activates a workflow based on specific events related to estimates, making it valuable for automating follow-up actions, notifications, and responses tied to customer interactions with your estimates. To add this trigger to your workflows, go to the Automation tab and select Workflows in your account. From there, either choose ...

Within the Content section of the Social Planner, you can view all posts created in your account. Whether uploaded via CSV, pending review, or part of your template library, this section provides an overview of each post's details.  Navigate to the Social Planner within the Marketing section to access this feature. Feedback Share your thoughts on th...

If you wish to create an app for your business, the Branded Mobile App is the perfect way to start! This feature allows you to unlock new revenue streams, build brand identity, boost engagement, and send push notifications by building your app for managing communities, courses, and more. This guide will walk you through all the steps to get your app...

A brand board is essential for maintaining a consistent brand identity across all marketing materials. However, as your brand evolves, you may need to update your brand board to reflect changes in your visual elements. This article will guide you through the importance of updating your brand board and the steps to do so, ensuring your brand identity...

The Risk Assessment feature optimizes your email marketing by leveraging Bulk Verification to analyze your imported contact list. It categorizes email addresses into Deliverable, Undeliverable, Catch-all, and Unknown, further segmenting them by risk level: High, Medium, Low, and Unknown. This detailed analysis helps reduce bounce rates, improve deli...

Your browser does not support HTML5 video. Access the Workflow: Navigate to the B-007-WF-6.1. APPT Cancelled > Let's Reschedule workflow. Assign to User Step: Within the workflow, locate the "Assign to User" step. This step allows you to designate a specific user to manage follow-up tasks. You can assign this task to an admin, receptionist, or an...

The Clear Fields of Object or Associated Record action enables you to clear temporary Notes and Internal Comment custom fields that are no longer required once the workflow trigger criteria are met. This functionality ensures that records are automatically updated, maintaining data accuracy and ensuring only relevant information is retained. How It ...

Integrating Shippo with your eCommerce store optimizes your shipping operations by providing access to real-time rates, streamlined label printing, and efficient package management. This integration simplifies the shipping process, enabling quick comparisons of live shipping rates, batch order processing, automatic order fulfillment, and the ability...

Custom menu links enable users to seamlessly access external web pages directly from within the application via the left sidebar of the Agency and/or Subaccount view. These links can be configured in three ways: opening the page as an embedded iFrame within the app, launching it in a new browser tab, or opening it in the current browser tab, redirec...

The App Marketplace empowers agency admins to monetize their CRM configurations by converting them into scalable products. This feature allows you to sell your Snapshots to other agencies, offering flexible pricing models such as one-time, monthly, or yearly subscriptions. Additionally, the App Marketplace provides IP Protection, safeguarding your S...

The Inventory Management page offers a simplified approach to stock management, enhancing efficiency and accuracy. This feature facilitates seamless updates to product quantities and includes the option to "Continue selling when out of stock," alongside improved search capabilities. To access the Inventory Management page, navigate to Payments > ...

Sharing templates allows you to easily distribute and standardize designs across locations. This ensures that all team members are using approved and consistent templates, leading to a unified brand message and visual identity. With direct access to editable templates, there is no need to download HTML files. This streamlines the design process, all...

Your browser does not support HTML5 video. If you're going to hold virtual meetings and have followed the instructions to remove call actions from the workflows in the previous step, you can now draft the call status workflows connected to this setup task: B-007-WF-3.2. Call status within B-007-3.1, B-007-WF-4.2. Call status within B-007-4.1, B-007-...

Collecting feedback is crucial for understanding your audience and improving your outreach strategies. With the form element, you can seamlessly integrate forms directly into your email campaigns, offering your recipients a more engaging and interactive experience.  Key Features of Forms Direct Integration: Embed feedback forms, including NPS, ratin...

The settings tab within workflows allows for comprehensive management of communication, contact engagement, conversation tracking, and workflow sequences. It’s essential to review this tab when creating workflows to ensure communications are sent at the right time. Navigate to the workflows section of your account and select a workflow to begin. Swi...

Audit Logs for custom objects allow you to easily review the history of updates and troubleshoot any issues that may arise with your Custom Objects. This feature ensures you have complete visibility into changes from the moment you start using Custom Objects, helping you maintain control over your data management processes. Audit Logs for custom obj...

Step 1: Set Up Your Tags Navigate to Tags: In your Go High Level dashboard, go to Settings > Tags. Create New Tag: Click on 'Create Tag', name it 'Referral Offer Redeemed', and save the tag. Step 2: Design Your Workflow Go to Automations: From the Go High Level dashboard, navigate to Automations. Create a New Workflow: Click 'Create Workflow' and...

The Leaderboard offers a detailed view of your team’s performance in managing opportunities and securing successful deals. This feature provides an organized platform for comparing agents, highlighting their names, rankings, and total accumulated points.  Navigate to the Reporting section of your account and select the Agent Report tab from the uppe...

A lost opportunity refers to a potential deal or sale that fails to close successfully. It occurs when a prospective customer or lead decides not to move forward with the purchase, typically after engaging with the sales process. In this article, we will explore a feature designed to enhance your understanding of why opportunities are lost, offering...

Managing estimates effectively is crucial for maintaining a smooth workflow in your business operations. This guide will walk you through the steps to access, create, send, and manage estimates within your account, ensuring you can keep track of all your transactions and easily convert approved estimates into invoices. Accessing Estimates From the l...

Transferring sub-accounts is a straightforward process designed to enhance account management and operational efficiency. This guide will walk you through the steps and considerations for transferring sub-accounts effectively. Why Transfer Sub-Accounts? Transferring sub-accounts can be necessary for various reasons, including organizational restruct...

Google Postmaster Tools is a platform that offers email senders valuable insights into their email deliverability, particularly when sending to Gmail users. This tool allows senders to track key metrics such as domain and IP reputation, spam rates, and the effectiveness of email authentication protocols (SPF, DKIM, DMARC). By utilizing Google Postma...

The WooCommerce integration feature simplifies the process of migrating and managing WooCommerce store data, allowing store owners to efficiently import contacts, orders, and transactions. Use this feature to effortlessly import and synchronize your WooCommerce store data into your account. Setting Up WooCommerce Integration Access the Integration S...

Managing financial records effectively is essential for maintaining accurate reporting and compliance. When dealing with sales tax, tracking and accessing detailed transactions is important for better oversight. In this guide, you’ll learn how to filter transactions under the "Wallet Sales Tax" category and download the corresponding invoice as a PD...

The POS system offers a comprehensive and efficient solution for team members using larger devices like iPads or tablets for payment processing. With split-screen functionality and flexible orientation options, managing transactions is a breeze on your devices. Furthermore, the POS capability provides a powerful tool for businesses that process high...

Creating effective ad campaigns that generate leads and increase website traffic is crucial for business growth. With the Ad Manager, you can effortlessly create, manage, and optimize Facebook Ads to reach your target audience. This powerful tool provides a simple three-step setup, enabling you to launch campaigns that align with your business objec...

The Prospecting Tool is designed to help users identify and analyze potential clients by evaluating their online presence and digital needs. It is especially effective for discovering local businesses that could benefit from the range of services offered. The Marketing Audit report within the Prospecting Tool assigns a score to each prospect, assess...

Canceling your subscription can significantly affect your account and all associated sub-accounts, leading to a loss of access to critical data and features. It is essential to fully understand the implications before proceeding with cancellation to avoid any disruptions to your operations. What Happens After Cancellation? Loss of Access Once your s...

The Ad Manager settings section has five tabs: 'Integrations,' ‘Pages,’ ‘Conversions’, ‘Audiences’, and ‘Subscription’. Each tab serves a distinct purpose, offering essential tools and information for managing your ad campaigns. It is important to note that these settings remain consistent across all accounts, except the Integrations tab, which is n...

The auto-deletion feature allows you to remove older call recordings automatically, helping you maintain efficient use of storage while keeping recent recordings available for reference. Key Features Cost Management: Automatically deleting older recordings helps you control storage expenses effectively. Admin Control: This feature is exclusively acc...

Your default brand board is a crucial component in managing your brand’s visual identity, particularly in emails and funnels. It determines which set of colors and fonts will initially appear in the color and font pickers, ensuring that your branding elements are always readily accessible. Typically, the first brand board you create is set as the de...

Your browser does not support HTML5 video.   Navigate to the B-011-WF-1.5.1. Tag 'Offer Outreach Replied' -> Notify User Automation Customize Message Templates: Within the automation, locate the message templates that are sent to the sales team or business owner when a new lead responds to a follow-up automation. Edit Message Content: Review the ...

Integrating Square offers a streamlined solution for managing payments and enhancing your business operations. This integration enables businesses to process transactions efficiently, manage payment workflows, and improve overall financial management. Benefits of Integrating Square Efficient Payment Processing: Handle both one-time and subscription ...

The Customer Access Center allows customers to view both their current and past orders through a dedicated access portal. This functionality is seamlessly integrated with the order confirmation email, giving customers a convenient way to review their purchase details using OTP verification.  How to Enable and Use the Customer Access Center Enabling ...

Staying informed about site activity is essential for maintaining security, transparency, and operational efficiency. Audit logs provide a detailed record of events on your WordPress site, empowering you to monitor activity, identify errors, and ensure compliance with best practices. With WordPress audit logs, you gain valuable insights into your si...

Effective communication is key to building a strong and engaged community. With the Community Chat Feature, you can engage in one-on-one conversations with any community member, whether you're an admin or a regular user. This feature allows for direct communication, fostering connections within your community.  📌Note: Private messaging is only avail...

Simplify your email marketing process with the Code Builder, a powerful tool designed to import your existing email templates from various platforms effortlessly. Whether you’re looking to consolidate your favorite templates or avoid the repetitive task of creating new ones, this feature allows you to manage all your email campaigns within a single,...

Contact Associations gives you the ability to link contacts in a way that reflects their unique relationships. This feature allows for the use of custom labels to define and organize associations, offering a clearer and more structured approach to managing contact connections. Efficiently managing contact relationships is key to enhancing communicat...

The Facebook Ads Reporting section within the Reporting tab provides a convenient way to access and analyze your campaign data without the need to log into Facebook. This feature allows you to track performance metrics such as impressions, traffic, and audience engagement.  Sample Data & Integration Settings Initially, you may see sample data di...

Custom Objects offers a versatile solution for businesses managing intricate data structures beyond standard contact or opportunity records. This feature empowers users to organize, filter, and visualize data in alignment with their specific operational requirements significantly improving data management, and allowing for a more tailored and effici...

Dashboards play a crucial role in decision-making and performance tracking. To enhance user experience and security, the platform offers advanced custom permissions for dashboards, providing more control over who can view, edit, and manage dashboards. This feature allows users to tailor their dashboard experience by setting permissions according to ...

In managing and automating tasks, the Workflow Notes feature is essential for ensuring clear communication and smooth task execution within teams. This feature enables users to leave detailed notes and track important information. With Workflow Notes, team members can access critical insights about each task, resulting in fewer misunderstandings and...

Tasks are crucial for maintaining organization within your business, ensuring that all essential tasks are consolidated in one central location on your platform. The Tasks section within the Contacts tab offers a comprehensive overview of tasks assigned to various team members and linked to specific contacts, enabling you to efficiently manage respo...

Objects enable users to organize, filter, and visualize information according to their operational needs, greatly enhancing data management and offering a more customized and efficient way to handle intricate data. The Objects section in your account allows you to access and manage all Standard and Custom Objects efficiently.  Navigate to Settings &...

Dashboards play a crucial role in decision-making and performance tracking. To enhance user experience and security, the platform offers advanced custom permissions for dashboards, providing more control over who can view, edit, and manage dashboards. This feature allows users to tailor their dashboard experience by setting permissions according to ...

A Custom Audience is a targeting feature that enables advertisers to reach a specific group of individuals who have previously interacted with their business. This audience can include people who have visited your website, engaged with your Facebook or Instagram page, or interacted with your lead forms and other ad content. By using Custom Audiences...

As an agency admin, you have the ability to efficiently manage feature availability and rebilling for multiple sub-accounts simultaneously using bulk actions. This powerful capability streamlines the administration process and ensures consistency across your sub-accounts. Bulk Operation Capabilities The bulk operation functionality is available for ...

Auto-reselling provides agencies with a streamlined way to offer and manage the Branded Client Portal Mobile App for their clients. Connecting your agency's Stripe account allows you to efficiently collect subscription payments and personalize offerings based on client needs. This guide will walk you through the prerequisites for setting up auto-res...

In the Ad Manager, you can create campaigns designed to drive lead generation by encouraging users to complete your Facebook forms, seamlessly integrating the data within the platform. Additionally, you can boost website traffic and motivate leads to take meaningful actions on your page. This guide offers an overview of the Ad Manager section, helpi...

Store owners can enhance their store's credibility and foster greater customer engagement with the Reviews and Ratings feature. This functionality allows customers to submit product reviews and ratings, which the store owner can moderate before publishing. Displayed on both the product list and product details pages, customer feedback adds value for...

With this feature, you can effortlessly add, edit, and remove contacts from companies all in one place, right from the Smart-list page. This functionality is designed to enhance organization and improve customer engagement. Read on to discover how you can make the most of this powerful tool. How to Get Started Follow these simple steps to start mana...

Your browser does not support HTML5 video. Editing the Checkout Page: Navigate to "funnels" in the top menu under "sites" on the left-hand menu. Click on "payment automations" and select the checkout page. Open the checkout page for editing in a new tab. Template Modifications: The checkout page is a template that requires modifications. Add feature...

The List View is a tabular format that allows you to interact with your opportunities in a detailed and organized manner. This feature transforms how you interact with your opportunities by providing a detailed, streamlined, and customizable view. Whether you're looking to enhance visibility, increase customization, or improve your overall workflow,...

The Remove from Custom Audience workflow action allows you to refine your Facebook audience by excluding specific contacts, enabling more precise and effective targeting.  Navigate to the desired workflow in the Automation > Workflows section to add the Remove from Custom Audience action. Once you have added the desired triggers and preceding act...

This guide will show you how to efficiently deliver digital products to customers who purchase from your stores. Upon purchase, customers receive instant access to their products via secure download links sent directly to their email if the email notification is enabled. Digital files for post-purchase delivery can be managed through the Product Det...

Within our mobile app, you can easily create new service appointments, ensuring you can manage your schedule effectively from anywhere. Additionally, you can view all your service appointments directly within the mobile app under their relevant dates. This provides a seamless and efficient way to manage service appointments on the go. How It Works O...

Importing files into the system is simple when following the steps outlined below. While contacts and opportunities can be imported simultaneously, this guide is dedicated to the opportunity import process. By following this article, you will ensure a smooth and effective import, enabling seamless management of opportunities within the platform. 📌No...

Custom fields are an essential tool to gather specific customer information that goes beyond standard data points. These fields allow you to capture unique details that are important to your business, such as customer preferences, or any other relevant data that supports your marketing, sales, or customer service efforts. This customization helps yo...

Your browser does not support HTML5 video. To customize referral message templates to match your niche's offerings, follow these steps: Access Message Templates: Navigate to the referral message templates within your CRM system. These templates serve as the foundation for the messages sent to clients' contacts as part of the referral process. Identi...

Click tracking is a crucial component of modern email marketing, providing valuable insights into how recipients interact with the links embedded in your emails. By leveraging click tracking, marketers can gain a deeper understanding of user engagement, optimize content, and enhance campaign effectiveness. This guide will walk you through the basics...

Enhancing your WhatsApp conversations is more convenient with the ability to record and send voice notes. Whether you are on the go or prefer communicating verbally, voice notes offer a quick and effective way to convey your message without typing. Why It’s Useful Voice notes allow for more dynamic communication, offering a hands-free alternative to...

The Resend Emails to Unopened feature provides a way to re-engage contacts who did not open your initial email. By targeting these recipients with a follow-up email, you can enhance visibility, improve open rates, and drive more conversions. This feature also offers customization and tracking options, allowing you to optimize your email marketing ef...

The Call Transcriptions feature allows users to maintain accurate records of all conversations, significantly aiding in documentation and compliance requirements. When enabled, transcriptions will be automatically generated for all outbound and inbound recorded calls, saving you time and effort, and seamlessly integrated into the conversation page, ...

An on-demand webinar features pre-recorded content that users can access at their convenience, allowing them to watch the presentation at a time that best suits their schedule. Unlike live webinars, which occur in real time, on-demand webinars give participants the flexibility to engage with the material whenever they choose, without the constraints...

Monitoring and managing SMS-sending activities is crucial for maintaining compliance and ensuring the smooth operation of your messaging services. Effective tracking allows you to stay informed about any adverse actions, such as violations of daily or weekly sending limits, warning emails, and temporary restrictions due to issues like high opt-out r...

Efficient workflow management is essential for optimizing business processes. The Smart List feature in Workflows helps you organize your workflows based on specific criteria. By filtering workflows using multiple parameters and saving the results as custom views, these features make it easier to access and manage your workflows with precision. How ...

Modifying Workflow Actions Edit Workflow Actions: Open the B-013-WF-2.1. Country is USA -> Reset Holiday Names/Dates and B-013-WF-3.1. Country is Canada -> Reset Holiday Names/Dates workflows. Find Holiday Name/Date Actions: Locate the actions that set holiday names and dates. Modify Holiday Names and Dates: Edit the holiday names and dates to...

Managing templates effectively can save time and ensure a clutter-free workspace. If you'd like to simplify your view by hiding all future GHL templates, follow these steps. This feature allows you to control which templates are visible for different products, providing a cleaner and more organized experience. 📌Note: This setting only impacts future...

The Conversions segment of Agent Reporting offers a detailed view of your pipelines, providing insights into potential opportunities and their stages of progress.  Head to the Reporting section of your account, then click the Agent Report tab. The Conversions panel will be prominently displayed, allowing you to view key metrics. Filters To view data...

To enhance account security, you can enable Two-Factor Authentication (2FA) and access Password Management features on the mobile app. These features provide additional layers of protection for user accounts, ensuring data security and peace of mind. This guide outlines how to enable 2FA and update passwords directly from the mobile app. Two-Factor ...

Creating and managing blog posts is an integral part of maintaining an engaging and informative website. This guide will walk you through the process of creating new blog posts, detailing each step from start to finish. Additionally, we will cover frequently asked questions and provide troubleshooting tips to ensure a smooth experience. Creating a N...

The Google Ads Reporting section within the Reporting Tab enables you to view and analyze detailed statistics related to your Google Ads campaigns. You can access data for campaigns, ad groups, ads, and even keywords, offering a comprehensive view of your advertising performance—all without leaving your platform. Click the Google Ads Report button t...

Why Google Fonts? Google Fonts offer versatility and aesthetic appeal, allowing marketers and designers alike to enrich their email content with distinctive typefaces that align perfectly with their brand identity. With hundreds of font families available, each meticulously designed for readability and visual impact across various devices, users can...

Recurring Invoices simplify billing processes by automating payments for customers who have purchased subscription-based products or services. This method, often referred to as recurring billing, eliminates the need for manual payment entries, ensuring timely and accurate transactions. This feature is especially valuable for businesses offering subs...

The Add Contact Info feature is designed to help users easily add or update contact information directly through an AI bot. This feature allows for seamless management of contact details, including name, phone number, email, business name, and more. By using this tool, users can ensure that their contact data is always accurate and up-to-date, signi...

The Internal Comments feature enables teams to collaborate more effectively by allowing private notes within conversation threads. With internal comments, you can share information, request feedback, review responses, and capture essential updates within the conversation. These comments remain visible to users and are hidden from contacts, supportin...

Customizing your dashboard widgets enhances your data visualization and tracking capabilities, giving you complete control over how your key metrics are presented. Follow this guide to seamlessly customize a widget, adjusting its settings, filters, and display to suit your specific needs. From your Dashboard, select the Edit icon to begin. This enab...

Integrating Razorpay offers a seamless solution for managing payments and enhancing your customer relationship management (CRM) capabilities. This integration allows businesses to process transactions efficiently, streamline payment workflows, and improve overall financial management.  In this article, we will explore the benefits of integrating Raz...

The platform is accessible in multiple languages, enhancing its usability and comfort for you and your team. This feature aims to provide a more tailored and user-friendly experience for diverse language preferences. Available Languages Spanish (es) German (de) French (fr_FR) Italian (it) Dutch (nl) Portuguese (pt_PT) Brazilian Portuguese (pt_BR) Sw...

Blogs are a crucial component of digital marketing, enabling businesses to share valuable content, engage with their audience, and boost their online presence. This article will guide you through support for section templates, and global sections, explaining how they work and how to leverage them to create a cohesive and visually appealing blog. Sec...

The Statistics tab within Ad Manager provides a comprehensive view of campaign performance through detailed analytics and conversion summaries. This feature allows for an in-depth understanding of key metrics across all campaigns. By leveraging filters such as date ranges and campaign pages, you can customize their analyses for enhanced insight and ...

Your browser does not support HTML5 video. Identify and Remove "Remove from Workflow" Actions: Navigate to the workflows within your CRM. Locate any actions that remove contacts from the nurture sequence upon reply.  Delete "remove from workflow" actions to prevent automatic removal. Add a "Wait for Condition" Step: Insert a "wait for condition" ste...

Importing email templates from Active Campaign is a valuable feature that allows you to integrate and leverage existing email designs for your campaigns. By following the steps outlined in this guide, you can seamlessly import and customize templates for use in your account.  Exporting Templates from Active Campaign Access your Active Campaign accou...

The Email Marketing section is divided into two areas: Email Templates and Email Campaigns. Email Templates are reusable layouts, serving as presets that allow you to create emails for specific purposes, such as newsletters. In the Email Campaigns area, you select an email template, customize it as needed, and schedule it to be sent to specific reci...

Editing a published campaign provides the flexibility to make strategic adjustments that can help optimize its effectiveness and ensure ongoing relevance. This guide will walk you through the benefits of editing a live campaign, the steps involved, and what can or cannot be modified, allowing you to take full control of your campaign’s performance w...

The Initials feature within Documents and Contracts is designed to ensure thorough review and acknowledgment of multi-page PDFs, making the process more efficient and user-friendly for both document editors and signers. By integrating the initials feature into your document template, you can enhance document security, improve review processes, and e...

Estimates are a vital part of managing client interactions and project proposals, allowing businesses to provide detailed cost breakdowns before services are rendered. Users can create, track, and manage estimates through the Estimates tab, located under the Payments section. This guide will walk you through the key features of the Estimates tab, en...

Setting up payment processing is essential for streamlining your service transactions. By configuring the appropriate settings in your service calendar, you can ensure that your appointments are integrated with payment collection. This guide will walk you through the steps to enable payments in your calendar, view upcoming payments on the mobile app...

The Call Reporting section is a powerful tool designed to empower you with comprehensive insights into your inbound call data associated with the phone numbers integrated with your CRM system. This feature enables you to effectively evaluate your team's performance in managing incoming calls and assess their efficiency levels. 📌 Note: Depending on y...

When managing your dashboard and ensuring the right people have access to the necessary data, it's essential to understand how roles, permissions, and widget configurations work. Date/Time Formats Custom Widgets can be synchronized with local time to improve efficiency and accuracy. To configure this, navigate to the main Dashboard view, select the ...

Abandoned checkouts are prominently listed on the Orders page, allowing business users to efficiently track and manage incomplete transactions. This capability provides detailed insights into customer activity and helps streamline efforts to recover lost sales. Accessing Abandoned Checkouts To view abandoned checkouts, follow these steps: Go to Paym...

Customizing your dashboard with widgets is a powerful way to visualize important data. Follow these steps to seamlessly add and personalize widgets, ensuring your dashboard reflects the metrics and insights most relevant to your workflow. Access the Add Widget Option Navigate to the Dashboard section and select the pencil icon to enter edit mode. Lo...

Website templates for WordPress offer a versatile and efficient solution for creating professional and visually appealing websites. These templates cater to a wide range of industries and purposes, providing pre-designed layouts and customizable features to match your unique requirements. Furthermore, WordPress templates simplify the design process ...

Considerations for Enabling Auto Text Back Automation: Response Time: Auto text back automation can significantly reduce response time, ensuring that leads receive immediate follow-up after expressing interest. In today's fast-paced digital world, timely communication can make a significant difference in converting leads into customers. Efficiency: ...

The Execution Logs Tab in Workflows provides an overview of every action customers take during the workflow process. By using this tab, you can make sure that your workflow operates effectively and identify any potential issues that may arise during execution. Select a workflow from the Automation tab to get started. Workflow Title The title of the ...

Replicating existing WordPress sites is an efficient process, allowing users to retain all content, themes, plugins, and configurations during the cloning process. This functionality streamlines website management while ensuring accuracy and consistency. Key Features Role-Based Access Control: The cloning process is protected by user roles, granting...

If you would like to rescind access to a Private Channel for contacts who meet certain criteria, you can utilize the Revoke Private Channel Access action within workflows. This action allows you to automate the removal of users from private channels, ensuring accurate and timely access control. To begin, navigate to the Workflows section in your acc...

Effective calendar management is crucial for streamlining appointments and maintaining organization. The Event Calendar is ideal for users who require a stand-alone calendar to manage their in-person appointments efficiently. In this guide, we'll walk you through setting up an Event Calendar and configuring its essential settings to optimize your sc...

The Product Element allows for a seamless integration of product showcases directly within email content, enhancing user experience and engagement. By leveraging the Product Element, businesses can effectively highlight their offerings and drive customer action in a more intuitive and impactful manner. Benefits of the Product Element Convenience: Cu...

The Business Card Scanner feature empowers you to effortlessly scan business cards to create new contacts.  The addition of the Business Card Scanner allows users to create contacts in a much more seamless and user-friendly manner. This feature simplifies the process of inputting contact information, ensuring accuracy and efficiency. By automating t...

By creating and utilizing custom fields, you can ensure that the information collected is aligned with your business needs, enabling more personalized interactions and targeted communication with your customers. This customization helps you better understand your audience, refine your strategies, and ultimately improve customer satisfaction and loya...

The "Find Contact" action is an essential feature that enables you to search for contacts based on specific, customizable criteria. This dynamic tool enables simplified contact management and targeted automation, enhancing the efficiency of workflows by quickly locating the right contacts based on key data points. For more advanced use cases, the "F...

The Conversation AI action allows you to ask questions, handle conditional responses, and customize the bot’s personality and instructions. This innovative feature empowers users to create dynamic, personalized interactions with their contacts, leveraging advanced AI technology. This article outlines the key highlights and functionalities of this fe...

Enhance your virtual meeting management by integrating your Zoom account with your calendar bookings. This seamless connection simplifies the scheduling and organization of online meetings, ensuring that all participants receive the necessary information and that your workflow remains efficient and productive. Start by navigating to the Calendar Set...

Navigate to Email Builder: Go to Marketing > Email Builder. Select or Create a Template: Choose an existing holiday email template (e.g., EB. 01 - Happy New Year, EB. 12 - Happy Holidays) or create a new one. Customizing the Content Edit Text: Click on text elements to edit the content. Personalize the greeting (e.g., "Dear {{FirstName}},"). Craf...

Microsoft Smart Network Data Services (SNDS) provides valuable insights into the email activity of your IPs on Microsoft platforms, such as Outlook and Hotmail. It offers essential data on IP health, including spam complaints, filter results, and blocked status, which can help you ensure your emails reach the intended recipients. How It Works Access...

The Photo Gallery element is designed to help users effortlessly create professional and visually appealing galleries without requiring technical expertise. Perfect for showcasing visual content on websites and funnels, this element enhances user engagement and aesthetic appeal through advanced features such as lightbox functionality, lazy loading, ...

Customizing your dashboard layout allows you to tailor the interface to your needs, ensuring a more efficient and streamlined workflow. With just a few simple steps, you can rearrange widgets for optimal visibility and functionality, making your dashboard work exactly how you want it to. Enter Edit Mode  Begin your customization journey by clicking ...

Customize Templates: Review the message templates associated with your DR campaign and ensure they are configured to utilize custom values effectively. The DR campaign out of the box uses custom values to set the message body.  Ensure that the templates facilitate how those custom values are filled out.  Add Signature: If necessary, edit the templat...

If you need to transfer specific contacts from your system or marketing campaign, there’s an easy and efficient solution. Simply select the contacts you wish to download within the Contacts tab, and click the "export" button.  Confirm the action to initiate the download. The contacts will be promptly downloaded as a CSV spreadsheet to your device. W...

Workflows are essential tools for managing and automating key processes in your CRM, ensuring efficiency and consistency. At their core, workflows are a sequence of actions triggered by specific events, designed to move leads and customers through various stages of engagement. Whether you’re nurturing leads, onboarding clients, or sending reminders,...

The Analytics Dashboard within the Prospecting Tool provides invaluable insights into your performance, helping you monitor essential metrics like reports, conversions, and leads, all from a centralized location. Whether you're looking to optimize your campaigns, measure ROI, or evaluate report engagement, this tool is designed to streamline the ana...

Flexibility in managing shipping costs is crucial for store owners seeking to optimize customer satisfaction and operational efficiency. This article delves into the capability of allowing e-commerce store owners to define manual delivery charges based on shipping zones. This feature enables tailored pricing strategies to enhance user experience and...

The following guide outlines setting up upsell pages to maximize sales. By leveraging upsell strategies, store owners can effectively present additional products to customers after they have completed checkout. Implementing Upsell Strategies Creating an Upsell Page Begin by either opening an existing store or creating a new one within the Sites sect...

Maintaining consistency in your countdown timers is crucial to creating an authentic and compelling user experience. When your countdown timer is synchronized between emails and the active page where users take action, it builds urgency and trust, motivating users to respond promptly to your offer. Below are examples and detailed steps to effectivel...

The WhatsApp Send Message action allows for automatic message delivery via WhatsApp, triggered by workflow events. You can send either free-form messages within the 24-hour messaging window or use pre-approved templates to initiate communication outside of that timeframe. This flexibility makes it an excellent tool for timely customer outreach, ensu...

Creating and managing WhatsApp templates is crucial to enhancing communication and engagement with your customers. This guide provides a detailed walkthrough for setting up both standard and interactive WhatsApp templates, including features like media support and customizable call-to-action buttons. By following these steps, you can ensure that you...

To enhance security and safeguard your brand's integrity, we require verification of your From Email address before enabling it to send emails. This ensures that only authenticated and legitimate email addresses are used, minimizing the risk of unauthorized use and spoofing incidents. This article details the importance of email verification, how to...

Redirection links enhance the functionality of countdown timers by automatically directing users to the appropriate page based on the timer's status. These dynamic links create a seamless experience for your audience, ensuring they always land on the correct page, whether an offer is live or expired. What Are Redirection Links? Redirection links aut...

The "Allow Multiple Opportunities" toggle, enables more granular control by allowing workflows to handle multiple opportunities for the same contact. This feature ensures that each opportunity within a contact is treated as a distinct entity, allowing for separate workflow executions. In this guide, we will walk through how the toggle works, its ben...

Managing your funnel settings is essential for optimizing the performance and functionality of your funnels. In this guide, you'll learn how to configure critical aspects of your funnel, including domain setup, tracking codes, payment modes, and more. Understanding these settings will help you effectively manage and customize your funnels to meet yo...

Managing contacts within a company is a crucial aspect of maintaining organized records. The process is straightforward, whether you need to add new contacts or remove outdated ones. In this guide, we will walk you through two easy methods for adding contacts to a company and the steps to remove contacts if needed, ensuring your company data stays u...

The Social Planner gives you the ability to add Mentions to your posts, offering users a valuable way to enhance their social media content. This feature supports popular platforms like Facebook, LinkedIn, and Twitter (X), where Mentions can tag public profiles or pages. This functionality is designed to boost engagement, improve collaboration, and ...

Your browser does not support HTML5 video. The Seasonal Communication module in your CRM system allows for the automation of holiday messages based on the contact’s country. Here’s how you can add new holidays to the snapshot: Steps to Add New Holidays: Navigate to the Seasonal Communication Module: Open your CRM and go to the Seasonal Communication...

Your browser does not support HTML5 video. If you are not using our prebuilt funnel templates, or you are using the form anywhere else other than the templates, then you need to adjust the form "on submit" actions to ensure the lead is directed to the correct next steps. Steps to Adjust Form "On Submit" Actions: Access the Form Settings: Navigate to...

The Line and the Box style Options empower you to add distinctive lines and separators to your inputs, helping you create visually appealing and well-organized layouts. With the integration of these features, you now have unprecedented control over the visual appeal and structure of your form inputs. Line Input Style: This option allows you to add e...

The Listings Analytics Dashboard provides valuable insights into your listings’ performance, offering data that can help you make informed decisions to boost your online presence. With this tool, you can track key metrics, identify trends, and optimize your strategies to enhance visibility and drive engagement. Additionally, the dashboard is automat...

GIFs can add a dynamic and entertaining element to your email campaigns. This article provides step-by-step instructions on how to incorporate GIFs into your emails, ensuring your communications are more engaging and visually appealing. Navigate to the Email Builder Go to Marketing -> Emails, then access the Campaigns or Templates section.   Open...

Understanding the performance of your email campaigns is crucial for optimizing your marketing strategies and achieving your business goals. Our Statistics feature provides comprehensive insights into various metrics, enabling you to analyze interactions such as clicks, orders, and other engagements over a selected period. This article will guide yo...

The Image Slider in the Email Builder provides a sleek and interactive way to showcase multiple images within a single, compact slider. This article will guide you through the process of adding and customizing the Image Slider and optimizing your email content for better engagement. Access the Email Builder Go to Marketing -> Emails, then access ...

The ability to control email tracking is crucial for tailored email marketing strategies. This article will guide you through the process of enabling or disabling open and click tracking, offering enhanced management of your email campaigns. Access the Email Settings Navigate to Settings -> Email Service. Select Dedicated Domain and IP.   Adjust ...

Effective email campaign management is crucial for maintaining strong customer relationships and driving business growth. The reply management feature introduces enhanced reply management features for email campaigns, designed to streamline communication and improve the efficiency of marketing strategies. This article provides answers to frequently ...

The Multiple Dashboards feature significantly enhances the flexibility and functionality of your dashboard experience. This advanced capability allows users to create, manage, and customize multiple dashboards, tailored to their specific data visualization needs. By leveraging this feature, users can substantially improve their analytical capabiliti...

With automatic version creation, simplified edit tracking, version previews, and the ability to restore previous versions, managing your forms and surveys has never been more efficient. You can effortlessly choose the most appropriate version for your current needs, making version management intuitive and user-friendly. How It Works Automatic Versio...

Specifically tailored for Round Robin calendars and the Neo widget type, the Staff Member Selection feature introduces a dropdown menu on the booking widget, enabling users to select a specific staff member for their appointments. This feature is designed to elevate user choice and improve customer satisfaction across various industries. Benefits of...

Efficient access to opportunities and their associated audit logs can greatly improve the tracking and management of your opportunities. By optimizing workflow processes and facilitating rapid retrieval of critical data, these features enable enhanced operational confidence and efficiency. Whether it's locating specific opportunities or recovering d...

The date format and picker features in forms and surveys are designed to provide improved clarity, flexibility, and usability, catering to a diverse range of preferences and international standards. Whether you are gathering data for research, feedback, or appointments, these features will ensure a smoother and more efficient process. How to Get Sta...

The two-way sync feature for Gmail allows users to seamlessly integrate their Gmail account with the CRM, enabling automatic synchronization of emails between the two platforms. This integration is established when the first email is sent from the CRM, ensuring all subsequent emails in the thread are synced across both platforms.  Key Features of Gm...

The Prospecting Tool widget allows visitors to your website to fill in their business information and receive valuable insights about their listings, reviews, website performance, SEO, and more. The details of these leads are then visible in the prospect dashboard, enabling agencies to connect with them and convert them into successful clients. This...

Implementing the "Buy Now" button on your e-commerce store offers a streamlined, user-friendly option for customers who want a quick and straightforward purchasing experience. By following the setup instructions and leveraging the customization options, you can enhance your store’s functionality and potentially boost your sales. Benefits of the "Buy...

To ensure the flawless delivery of your message and maximize its impact, it is essential to thoroughly test and preview your email campaigns or templates. Since different email providers may render your content differently due to variations in their protocols, it is strongly recommended to preview and test your content before distribution. This prac...

As an agency admin, you can customize the template library view for each sub-account, allowing for a more tailored and relevant experience. By hiding irrelevant categories, ensure that sub-accounts only see the templates that align with their specific needs or industries. For example, you can show only marketing categories for locations focused on m...

Having the ability to load snapshots with blogs allows for a seamless setup process across different accounts. By creating and saving pre-configured blog layouts in one account, you can effortlessly replicate these setups in new or existing locations. This feature simplifies the onboarding process and ensures a consistent user experience for your cl...

TechnoStack Analysis is a detailed evaluation of a prospect’s digital marketing setup, focusing on integrating crucial marketing technologies embedded within their website. This includes tracking pixels and tags from platforms like Facebook, Google Ads, Google Analytics, and Google Tag Manager. How to Use TechnoStack Analysis Access the Prospect's R...

By integrating TikTok, you can benefit from streamlined lead management, enhanced data accuracy, and improved marketing efficiency. This integration allows for real-time synchronization of lead information, enabling you to engage with prospects promptly and personalize your outreach based on their interactions. Additionally, it helps in optimizing y...

When creating reports, having control over the content and layout is crucial to effectively communicate the insights you want to highlight. Tailored reports allow you to focus on the most relevant information, ensuring that your audience receives a clear and organized presentation of data. This guide will provide step-by-step instructions on how to ...

Your browser does not support HTML5 video.   Selecting Provided Funnel Templates Access the Template Library: Start by logging into your account. Navigate to the funnel section where you can browse through a comprehensive library of templates. Browse and Select: Explore the different categories to find a template that matches your business goals. Ea...

Estimates are vital to managing client interactions and project proposals, allowing businesses to provide detailed cost breakdowns before services are rendered. Users can create, track, and manage estimates through the Estimates section of the Mobile app, ensuring easy access to handle your business needs. Begin by opening the mobile app, then click...

To ensure you have full control over your Ad Manager subscription, it’s important to understand where to find your subscription details and how to manage it, including the ability to cancel your subscription when necessary. Below is a detailed guide on how to access, manage, and cancel your Ad Manager subscription. Accessing Your Subscription Detail...

Your browser does not support HTML5 video. Reviewing Message Templates Before diving into customization, it’s essential to thoroughly review the default message templates provided by Go High Level. Here’s how you can do it: Access the Templates: Navigate to the Automations section in your Go High Level dashboard. Open the specific workflow you want ...

Your browser does not support HTML5 video. If you do not use SMS for lead engagement, you can remove this option to streamline your forms. Follow these steps: Access the Form Editor: Navigate to the forms section in your CRM. Select the form you want to edit. Locate the SMS Opt-In Checkbox: Find the checkbox field labeled for SMS opt-in within the f...

Your browser does not support HTML5 video. Round Robin Calendar Setup: Each calendar within the system is set up as a round-robin calendar type. This means that tasks or appointments are distributed evenly among team members to ensure equitable workload distribution. Add Users to High Level: Before assigning team members to specific calendars, they ...

Integrating your iCloud Calendar with your platform can enhance your scheduling efficiency and keep all your appointments, tasks, and events synchronized. Whether you’re managing personal commitments or business meetings, this integration ensures that your calendar remains up-to-date and accessible from any location. In this guide, we'll walk you th...

Snippets provide a cost-effective way to manage your messaging on WhatsApp. By creating and saving these snippets as templates, you can quickly send common responses, promotional messages, or other frequently used content. With the ability to customize snippets using dynamic content like Custom Values and Trigger Links, you can personalize each mess...

Your browser does not support HTML5 video. Customizing Link Tree Pages as Needed Link Management and Dynamic Updates: Edit custom values such as "Link Tree Button 1 Name" and "Link Tree Button 1 URL" to control all aspects of the Link Tree, including profile photo, background image or color, button text, and URLs, enabling dynamic updates. Auto-Hidi...

Understanding the pricing and operational structure of WhatsApp Business can empower you to manage your subscriptions and conversations effectively. This guide provides a comprehensive overview of subscription charges, conversation-based pricing, conversation categories, billing mechanisms, and the associated costs. Use this information to optimize ...

Seamlessly edit your email snippets using the rich text editor before sending out emails. This editor provides a comprehensive range of formatting options, including bold, italic, underline, bullet lists, and more. By customizing email templates with these advanced features, you can ensure each communication is tailored to specific needs, thereby en...

Welcome to our guide on how to seamlessly integrate opportunity custom fields using our form and survey builder. By leveraging custom fields and streamlined processes, you can efficiently generate opportunities for your contacts with ease. Below, we'll walk you through the steps on how it works and address common questions to ensure a smooth impleme...

OAuth2 is an authorization method especially suited for large APIs due to its advanced security measures. By leveraging OAuth2, users can integrate seamlessly with numerous APIs, including Google, Facebook, LinkedIn, and more, unlocking extensive possibilities and functionalities for their applications. How OAuth2 Authorization Works To utilize OAut...

Products created on the mobile platform automatically sync with the web platform, ensuring all entries appear under the Products tab in the Payments section. This bidirectional synchronization keeps your product catalog accurate and up-to-date across devices. Manage inventory on the go, upload images for display in the POS catalog, and define flexib...

Efficiently managing notifications is essential for maintaining clear communication and ensuring smooth appointment scheduling. By fully customizing notification content and selecting specific recipients, you can deliver tailored messages to the right audience. Additionally, notification types extend beyond the standard confirmation email, offering ...

The "End IVR Call" action allows you to terminate IVR calls within the workflow with a text message, a custom voice message, or abruptly, enhancing user experience and control over call duration. This functionality ensures that users are no longer left waiting unnecessarily after IVR actions are completed and provides a more seamless and efficient i...

The Blog Importer is designed to simplify the process of transferring blog posts to your account. By following the process outlined below, you can map essential fields like titles, categories, and authors, and decide whether to publish or save the blogs as drafts.  Pre-Checks Before You Begin To ensure a smooth import process, verify the following: ...

SMTP (Simple Mail Transfer Protocol) is vital for sending emails directly from your domain. To ensure reliable email delivery, it's important to use the SMTP credentials associated with each specific domain. Every domain you add will have its own unique SMTP credentials, which can be managed within your domain settings. Please note that our service ...

Effectively managing audiences in Ad Manager is crucial for optimizing advertising strategies and ensuring precise targeting. This guide will provide detailed instructions on how to locate and manage your custom and lookalike audiences. It covers essential tasks such as creating new audiences, editing existing ones, and deleting audiences when neces...

By utilizing Snapshots, you eliminate the need for manual setup for each account, significantly reducing setup time and minimizing the potential for errors. This streamlined approach not only accelerates the onboarding process but also enhances the overall user experience by providing immediate access to well-organized and meaningful data insights. ...

Managing opportunities efficiently is key to maximizing productivity and driving results. With enhanced features for bulk selection and multi-field updates, you can make multiple updates across opportunities with just a few clicks. This guide will walk you through the process, ensuring that you can manage your pipelines and track bulk actions in Opp...

The password management system includes advanced features designed to enhance flexibility and security. Users can set their passwords, benefit from user-specific Magic Links, and experience a streamlined login process. Additionally, the previous password custom field has been deprecated, and replaced by a new login URL custom field to ensure a seaml...

Workflow Campaigns provide an overview of your email action performance within a workflow. By consolidating both overall and individual email action statistics into a single, organized view, this feature allows you to analyze the effectiveness of each email action in detail.  To access this feature, navigate to the Email Campaigns section in your ac...

Your browser does not support HTML5 video. Understand Default Assumptions: High Level's calendars and automations typically assume that a phone call is being booked by default. Preference for Virtual Meetings: If you prefer to use virtual meetings instead of phone calls, you'll need to adjust the workflows linked to this setup task: B-007-WF-3.1. AP...

Your browser does not support HTML5 video. Customizing Email and SMS Templates Before diving into the workflow setup, it's crucial to customize your email and SMS templates. Personalization and relevance are key to engaging your audience and nurturing leads effectively. Steps to Customize Your Templates Access Your Templates: Navigate to the Templat...

Managing affiliate commissions effectively is crucial for maintaining motivation and ensuring the success of your affiliate program. With Affiliate Level Commission Settings, you can set custom commission rates for individual affiliates within a campaign, offering a flexible and precise approach to commission management. This feature allows you to o...

Private Integrations is designed to enhance the security and functionality of your account integrations. By moving beyond the limitations of API keys, Private Integrations offers a more robust, secure, and manageable solution. Key Features Enhanced Security: Account users can restrict the scopes and permissions that a developer can access on their a...

Your browser does not support HTML5 video.   Steps to Customize Voicemail Messages: Access the Workflow: Navigate to the B-006-WF-1.2. Call Occurred -> Continue Trying workflow containing the voicemail drop. Locate the Voicemail Drop: Find the voicemail drop action within the workflow. Note that this workflow contains a placeholder audio file. Re...

Log into Your HighLevel Account: Open your HighLevel account and navigate to the dashboard. Access the Snapshots Section: From the dashboard, go to the "Settings" menu. Click on "Snapshots" to open the snapshots management section. Import the Snapshot: Select the option to import a new snapshot. You will need to upload the Small Business Snapshot fi...

Your browser does not support HTML5 video. Utilizing Custom Values for Content Control Access Custom Values: Navigate to the custom values section within the CRM. This is where businesses can define and manage custom values that determine the content displayed on the funnel pages. Define Content Variables: Define custom values for various elements o...

With just a few simple steps, you can seamlessly integrate templates from MailChimp, Active Campaign, or Kajabi, ensuring a smoother and more efficient template management process. This functionality is designed to enhance efficiency and save time by enabling you to reuse your pre-designed templates without the need for recreation. Read on to learn ...