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. ...

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...

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...

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...

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...

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...

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 Collective Booking and Service Calen...

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...

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...

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...

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...

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...

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...

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...

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 ...

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...

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...

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 c...

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...

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...

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...

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 ...

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...

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...

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,...

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...

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 docum...

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...

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 ...

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 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 clearly convey the necessary information. To access the Builder, navigate to the Documents & Contracts Templates section...

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 are several actions you can perform with the images in the Media Library. 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, right-click on the folder and select the Rename option. Deleting a Folder Delete unused or irrelevant folde...

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.   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...

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...

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 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...

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 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...

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 ...

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...

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...

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...

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...

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...

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...

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...

Access Workflows: Navigate to your workflows section within the platform.   Review EMAIL-2 Email Template: Locate the "EMAIL-2. Unable To Reach for Callback" Email Template. Open the Marketing Tab & Email Templates and find the email template used. Verify that the calendar booking page URL custom value is correctly referenced in the email conten...

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...

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...

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...

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...

Effective calendar management is crucial for streamlining appointments and maintaining organization. The Simple Calendar provides a flexible solution, allowing you to create individual calendars without tying them to a group calendar. This functionality is ideal for users who require a stand-alone calendar to manage their appointments efficiently. I...

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 guide...

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...

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...

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 Ad Manager settings section consists of three primary tabs: 'Integrations,' 'Pages,' and 'Conversions.' 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 not available...

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 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...

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 to access this feature. Feedback Share your thoughts on the usability, design, and funct...

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 in your CRM, detailing each step from start to finish. Additionally, we will cover frequently asked questions and provide troubleshooting tips to ensure a smooth experience. ...

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...

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 ...

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...

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 Inventory Management page offers a simplified approach to managing stock, enhancing both 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 &g...

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 their website or app, engaged with their Facebook or Instagram page, or interacted with their lead forms and other ad content. By using Custom...

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...

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...

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...

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...

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...

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...

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...

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...

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, y...

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...

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...

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...

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...

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...

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...

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...

Importing files into our system is straightforward if you follow the guidelines and steps outlined below. This article will guide you to ensure a smooth and successful opportunity import process, allowing you to seamlessly manage opportunities within our platform. 📌Note: Opportunity imports cannot be reversed. Prepare Your Data Supported File Types ...

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...

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 ...

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, including Facebook, Instagram, LinkedIn, TikTok, and Twitter. By leveraging these insights,...

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...

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 ...

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...

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...

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...

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 ...

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...

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...

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. 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-...

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...

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: ...

Workflows are a key factor when it comes to managing important processes. A workflow is simply a set of actions meant to be performed, typically dependent on the stage of the lead in the process.  Key Components of a CRM Workflow: Triggers: Events that initiate a workflow. For example, a new lead entering the system. Actions: Tasks performed when a ...

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! Stripe Live Mode Enable Stripe live mode when you are prepared to begin processing genuine transactions from your customer...

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...

To begin utilizing this feature, first, click on the “Media Storage” button located on the left sidebar. This will open your Media Library, where you can view your uploaded content, create images using Content AI, and upload new media.   Filters Filter the images displayed by the file locations. Items you have uploaded will be stored in the “My Medi...

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 ...

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...

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 ...

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...

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 ...

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...

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...

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. From creating and managing zones to setting specific rates, this feature enable...

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 ...

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...

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 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, ...

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...

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...

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 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,...

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...

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...

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...

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...

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...

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...

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...

Access to detailed Opportunity IDs and comprehensive audit logs can significantly enhance how you track and manage your opportunities. By simplifying workflow processes and enabling faster recovery of critical data, these features empower you to operate with greater confidence and efficiency. Whether it's locating specific Opportunity IDs, navigatin...

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 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 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...

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 Razo...

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...

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 ...

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...

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...

Creating and managing WhatsApp templates is a crucial aspect of 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...

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...

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 ...

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...

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...

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...

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...

With a more intuitive view for replies suggested by Conversation AI, the ability to send review requests directly from the conversations screen, and the option to view external call logs, managing conversations on your mobile device has never been more efficient.  Access Conversations  Open the mobile app and navigate to the conversations section. S...

Products created on the mobile platform will seamlessly synchronize with our web platform, ensuring that all entries appear under the Products tab within the Payments section. This bidirectional synchronization guarantees that any updates made on either platform are reflected instantaneously, maintaining consistency and accuracy across your entire p...

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 ...

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...

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. ...

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 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...

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. 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 ...

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...

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...

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...

 An affiliate marketing campaign typically consists of one or more configurations that determine how it flows from start to finish. This can range from a simple configuration, such as a single link, to a complex multi-step funnel with many moving parts. The key to a successful affiliate marketing campaign is having the right configuration for your b...