Saved sections help you simplify Site creation by storing collections of elements in a specific layout that you can add to other pages. However, you might have noticed there are three options when it comes to saving. So, which one should you pick? Follow along to understand them! Section Templates If you've added a Section Template to a page, you ca...

Your Live Chat Widget allows you to interact with customers on your website without leaving the page. A great incentive for customers to use this channel is getting immediate responses, which you can achieve with a little aid from automation. Let's check how! How It Works Navigate to the workflow builder and click the plus sign icon to select the “S...

Your Service Level Agreement (SLA) can greatly impact the satisfaction level of your customers, establishing expectations from team members and keeping them responsible. Beyond communicating your expectations to your team, you can add a visual indicator to maintain your service standard by following these steps! Setting Your SLA Navigate to the Sett...

Gift cards provide recipients with the benefit of choice and flexibility, allowing them to set aside funds to spend on your business. So, if you've created gift cards inside your system and want to give customers the option to purchase them inside there are a few ways to achieve it. Follow along to learn how to do it! Directly After Creation Right a...

Templates help remove a lot of friction from the creation process. However, customers can become confused when they see a template for irrelevant modules. So, what can you do to prevent it?  Hiding the template library is the perfect solution; this feature offers you full control over the template scope your customers see.  How To Hide The Template ...

Announcements allow you to manage the banners about important and promotional details. The Announcements Banner can be turned off by the agency owner for a few optional ones, allowing the agency to control what its clients will see. To view them, navigate to the Announcements section in your Agency Settings. To disable an announcement, toggle the St...

Creating your funnel or website is hard due to the blend of creative design, content creation, and ongoing management. And having someone build it for you can get costly pretty fast. So, if you are having issues with getting your site going, you can use the system's AI tools. Let's learn how to use Ask AI to create an affordable online presence for ...

Maintaining a cohesive design across multiple digital assets can be challenging and time-consuming. With Universal Elements, you can save and sync design and configuration settings across multiple builds to keep your entire team aligned with consistent branding and settings. If this feature is for you, read on to learn how to incorporate it into you...

Adyen is a widely used card payment processor that is particularly popular across Europe and North America for its enterprise-grade capabilities. So if this is your preferred payment method, connecting it to your CRM helps you ensure you can sell your products and courses comfortably. Let's learn how to use it! Start by accessing your Adyen account ...

Gift cards offer recipients the benefit of choice and flexibility, providing your business with an easy way to provide funds to customers and allowing you to issue funds for loyalty, compensation, refunds, or promotions. So, if you've created gift cards inside your system and want to send one to a client, follow these steps. After creating your gift...

Sending SMS messages through your CRM is a powerful way to communicate directly with clients. From attaching files to personalizing messages with custom fields, you can streamline your outreach to meet each client’s needs effectively. Here’s a simple guide to sending, scheduling, and managing SMS messages from start to finish. Sending an SMS Message...

TikTok helps you reach and connect with audiences in an approachable way, encouraging them to interact with your business. And there's nothing that audiences love more than getting a response back; however, managing comments can be overwhelming. You can use workflows to make responding to their engagement easier. Let's check out how! Prerequisites T...

Google Ads benefits your business by providing fast, targeted traffic and leads, boosting brand visibility, and driving sales through precise audience targeting. Connecting it with your CRM helps you automatically sync leads, trigger workflow automation, and engage prospects instantly upon lead submission. Let's learn how! Connecting Your Integratio...

Having a smooth onboarding process for your affiliates goes a long way, helping you minimize complaints and get the best ROI possible. So, let's go over the “Add To Affiliate Campaign” Action and learn to automate the addition process. Navigate to the Workflows tab inside the Automation Section and create or edit a workflow. Add the relevant trigger...

Hosting your domain directly inside the CRM has plenty of advantages. However, if things aren't working as expected for you or you simply found a better deal with a different registrar, you can transfer your domain outside the CRM by following these steps:  First, head to the Domain & URL Redirects section inside your account settings and click ...

Are you experiencing issues with your WordPress Site? If the answer is yes, you're in the right place! The Troubleshooting tool will help you fix them directly inside your system. Follow along to learn how to use it. Accessing The Troubleshoot Tool Navigate to the WordPress tab inside the Sites section and click the website you wish to troubleshoot....

Many CRM tools, such as your funnels and emails, require your domain to be connected to work properly. However, we know that DNS management, billing, and domain security can be confusing and overwhelming. Transferring your domain management to the system helps you simplify those details and ensure a connection at all times. If this sounds good to yo...

Your chat widget helps you inmediately connect with customers on your websites and funnels, giving them a direct line of contact that doesn't prompt them to leave your pages. With the Voice AI chat widget, you can provide them with a call-like experience, using the AI agents available to you inside the CRM. Using The Agent Tab The Agent Tab allows y...

Recurring invoices help you keep track of transactions for courses and subscriptions. Managing them from your workflows helps you connect with customers immediately while keeping your invoicing process consistent and efficient. So, let's check how to use the “Send Recurring Invoice” to do it. Adding The Action Navigate to the Workflows tab inside th...

Your quizzes are an opportunity to offer a unique experience that captivates customers' attention, and keeping this experience properly customized and branded goes a long way in ensuring it's a memorable one. The “Settings” section inside your Quiz builder will help you achieve that personalization.  To access it, switch to the Settings section usin...

Appointments are a great way to manage customer relationships; they allow you to organize your day, trigger workflows for automated management, and improve your schedule. When you need to handle these things on the go, you might not have access to the desktop version of your CRM. So, let's see how to schedule services directly in your Mobile App. Sc...

A great way to tell how much people are learning from your Courses is by evaluating them with quizzes. Their results can be found inside the system, but if you ever need to extract them for further analysis, what can you do? Follow along to learn how to download your Assessment Results as a CSV file! Permission Requisists To prevent issues with conf...

Your Conversation AI bots are a super helpful tool that can easily guide your contacts to any end goal you have. So, if that goal is having them book an appointment, the “Appointment Booking Action” is the best way to set up your prompt-based bots for success. Let's learn how! To start, navigate to the Conversation AI tab inside the AI Agents sectio...

Your pipelines contain all the possible sales you can achieve inside the system, so to make the most out of your information, it's important to keep your pipelines organized. With Smart Tags, you can create groups based on your preferences, adding an element of color-coding that will greatly improve your focus when managing opportunities, leading to...

The Sticky Contact feature tells the system to remember the information a contact fills out on a form or survey for future interactions. This helps you streamline the form-filling process for returning contacts. The feature works by dragging over the information using browser cookies. When Should You Use It? This feature works best for customer-faci...

Manage your B2B relationships, from start to finish, making it easy to power onboarding, renewals, and account management with the help of workflows by using Company-based triggers. The “Company Created” trigger will let you start the process when a contact-associated record or manual action creates a new Company. Let's learn how to use it. Creating...

Custom Objects help you manage relationships and assets that are key to your business, but go beyond the standard CRM objects. So, to make their management and understanding easier, we recommend adding widgets to your dashboard to help you visualize their development. Let's learn how! Prerequists To access the widgets that help you visualize your cu...

With its growing global adoption, managing your WhatsApp messages efficiently is key to ensuring customer satisfaction and lead acquisition. However, you might not be available to respond 24/7, and even if you are, managing their needs can become overwhelming. So, let's learn how to use the "WhatsApp Interactive Messages" action to send rich, engagi...

The message you send to your leads goes beyond the semantic meaning of the words; it will also depend on the readability and the mood of your typography. If you already have one that matches your business, you can add it to the system and use it on your funnels or websites! Let's check how. Adding a Custom Font You can add your custom fonts by uploa...

The Settings in your Community Groups help you create the perfect environment for your audience, allowing you to fine-tune all functional details of your groups. Let's go over the basics so you can navigate and use this section with ease. Accessing Community Group Settings Start by heading to the Community Groups tab inside the Memberships section a...

If you're looking for precise control over how sub-account subscriptions are managed, look no further than the Advanced Settings tab inside the SaaS Configurator. This section provides you with modular control over the onboarding and upgrading process. So, let's discover how it works!  Subscription Settings Use the toggles in Subscription Settings t...

Managing your team's availability across multiple calendars can get tricky. So, suppose you're finding yourself struggling with keeping your timing consistent. In that case, Schedules are here to help by letting you define availability once in a reusable schedule and apply it across multiple calendars. Let's learn how! How To Create A Schedule? Head...

Your Point of Sale (POS) allows you to collect payment from customers immediately, including by collecting payment via Near Field Communication (NFC) technology. Let's check how to use your Mobile App to use Tap to Pay. First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section. Next, click ...

Creating tasks in your CRM helps you keep your team accountable, schedules organized, and ensures all pending actions are taken care of. And you might be used to adding tasks to customers. Whenever you have a task that needs to be completed with multiple contacts, opportunities, or objects across your system, creating an individual entry for each is...

Your pipelines contain all the key information of a customer's journey and a deal's details. So, with them being so important, some members of your team may not need access to them, or you may want to limit the editing capabilities to admins only. In those cases, you can easily manage the permission access inside the Pipelines tab. Follow along to l...

Marketplace Apps help you easily add value to your offers, adding more tools customers can benefit from to your CRM. So, if you have a consistent set of add-ons you like to include in clients' sub-accounts, adding them directly to your SaaS Plan will help you smooth out your operations. Let's learn how! Pre-Requisite You can only include Marketplace...

The Domain Configuration tab lets you customize your email domain settings for various email types, manage default domains, and optimize email delivery. To access them, head to the SMTP Service tab of the Email Services of your account settings and click Dedicated Domain and IP. Domain Configuration This section lets you select different email domai...

Motivating people to donate or subscribe is hard, but once you've moved them to complete that first step, it is much easier to keep the cash flowing if you give them the option to set an automated recurring payment. Doing so with your Forms & Surveys is easy with the Collect Payment element. Let's learn how Using The Recurring Payment Option Sta...

Including Apps in your offerings makes them more attractive and increases their usefulness for customers, and the more attractive and useful your offer is, the more you can bill for it. So, let's learn how to manage the markup across multiple marketplace apps, helping you update their pricing simultaneously, saving time and reducing the likelihood o...

Most customers are used to booking their appointments over the phone. And since old habits are hard to change, having an easy way to manage these requests is essential. The Voice AI agent can help you handle over-the-phone bookings for any selected calendar.  First, in the “Voice AI Agents” section of your account settings, create or edit an AI Agen...

The best way to leverage the leads your affiliates refer to you is by keeping in contact with them and following up immediately. However, we know that it can be quite time-consuming, so we'll learn how to use the "Lead Created" trigger to start a workflow when a new lead is referred, giving you instant automation opportunities. Adding Your Trigger Y...

Custom object relationships help you keep track of connections between contacts, companies, and objects that represent opportunities and income to your business. However, manually updating and monitoring their information is unsustainable for any business. Let's learn how to use the “Add Associated Record to Workflow” action to automate management a...

Your team is made up of multiple people, so you can’t always guarantee an incoming call is answered by the right person. When responding to calls from your mobile app this process you'll need to follow these steps. Pick up any incoming call on your mobile app, and tap “Transfer” at the top-right Corner. Choose a staff member from your contact list, ...

Managing your business-to-business relationships requires updating and correcting the information you have about each company. However, just changing the details to a related contact can create confusion and uncertainty. So, let's learn how to use the “Update Company or Associated Record” Action to manage the information across all records in your C...

Managing your business-to-business relationships requires updating and correcting the information you have about each company. So, if you have an error in your information or simply need to empty a field, having to go through all connected records is a must. Let's learn how to use automation to make this task smoother. Adding Your Action Start by na...

The prospecting tool allows users to search for and analyze potential clients based on their online presence and digital needs. Let's explore the Settings section to tailor its functioning to your needs. Accessing The Settings Navigate to the Prospecting tab inside the Marketing section and switch to the Settings option. Report Settings Switching to...

When managing your services, several key components are necessary to ensure customer satisfaction. One of them, arguably the most important, is the team members who provide those services. So, having an easy, efficient, and connected way to manage them is imperative, and the Staff Tab is here to help you with it. You can access it by navigating to t...

Your membership groups help you connect with customers, so having a quick way to add interested parties is key in improving their interaction and maintaining interest. Let's check how to use workflows to automate this process. Setting the Workflow Navigate to the Workflows tab inside the Automation Section and create or edit a workflow. Add the rele...

There are numerous fees associated with running your business, which can erode your revenue and create uncertainty as charges fluctuate. However, passing these costs to customers is becoming more common across all industries. So, follow these steps to configure this option inside your CRM. Navigate to the Settings tab within the Payments section and...

To make your products available to your target audience, you need to connect them to a domain name. There are a lot of providers you can purchase your domain from, all of them with their pros and cons. However, the easiest way to obtain and connect a domain to your account is directly from the Domains tab. Follow along to get your internal domain. P...

Adding a profile picture to your contacts helps you easily identify who you're talking to. So, let's check how to do it. Adding a Contact Photo Start by navigating to the Smart Lists tab inside the Contacts section, and click “+ Add Contact” to create a new contact. In the contact creation module, click the pencil icon under Contact Image. Click “up...

The key to ensuring your agency's success is establishing a unique experience that customers feel satisfied with. So, it's natural you want to take control of the Mobile experience you're providing. With the Self-Service Whitelabelled Mobile App Customizer, you can build the perfect client experience easily. Follow along to learn how! Creating A Cus...

If you routinely need “run this every morning” or “the 2nd Friday at 10 AM,” the Scheduler Trigger can be your greatest ally. This trigger enables you to create automations that manage routines without requiring manual input or external tools. Let's learn how to use it! Adding Your Trigger Start by navigating to the Workflows tab inside the Automati...

The Documents section allows you to manage and share documents. On the browser, you can seamlessly access all associated files directly from the "Documents" section within a Contact card. However, if you're on the go, you might need to access them from your Mobile App. So, let's go over how to do it! Accessing The Docs & Files First, open the mo...

Your affiliate's status can help you monitor a campaign's health, keeping a real number of how many sales it's driving and how many people are engaged with it. However, you can't live in constant vigilance, so a great way to remove affiliates who aren't meeting certain criteria is by using automation. Let's check how you use the Update Affiliate Act...

Just like GHL bills your agency, Sub-Accounts are charged through the wallet, so that as long as you have enabled Rebilling or Reselling, you can pre-bill customers for their usage and prevent your business from incurring losses. A wallet with a zero balance will cause services to be interrupted or stopped. Reviewing Your Wallet To view your agency'...

You can connect your Agent Studio agents directly into Ask AI, extending its power beyond built-in flows and letting you bring your own automation, intelligence, and creativity into conversations. Do you wish you could bring your workflows and tools into Ask AI? Let's learn how! Start by heading to your Agency Settings and opening the Ask AI Configu...

Using a new platform is fun and exciting. However, when you have already built communities and posts, it's scary to lose that progress. So, let's check how to migrate your Skool Communities into the CRM and ensure things are as smooth sailing as possible. Navigate to the Community Groups tab inside the Memberships section and click “+ Create Group” ...

Your LinkedIn forms help you capture leads and add them to your system. Routing them into a workflow for further actions to automate tasks is possible with the LinkedIn Lead Form Submitted Trigger. Follow along to learn how to use this trigger and smooth out your work! Adding Your Trigger You can find this trigger in the Events section of your workf...

Once a coupon expires, it is time to do some housekeeping, making sure to remove or renew them, update offer listings, and decide on your next steps. However, it's really easy to miss the expiry date as you go about your daily responsibilities. So, let's learn how to use workflows to make it easier! Setting The Trigger To start, navigate to the Work...

Uberall is an AI-powered digital location marketing tool. It helps business list their locations online to help boost their local SEO, similarly to Yext. If you're looking to minimize manual effort, have strong global directory coverage, and scale faster with better automation, Uberall is a better option. Let's check how to enable it. Selecting Uber...

Having customers complete their profile when they first join a Community Group is great for easily identifying members. However, this added required step upon entry can discourage some members who would like to view other areas of your group first. So, let's learn how to disable this feature if needed. Start by heading to the Community Groups tab in...

Interacting with your audience frequently helps you build community and rapport, making your brand more accessible to them and enticing customers to pick you above your competitors. Since we know attention is a valuable resource, let's learn how to use the Comments area in your CRM to manage engagement. Navigate to the Comments area inside the Socia...

Poor call quality can greatly impact your customer relationships, agent productivity, and overall communication efficiency. These issues are often caused by internet instability, device interference, or network misconfiguration. Since the first step in resolving them is to understand them, let's check what the most common issues are. Interpreting Ca...

We understand your business is as unique as you are, so ensuring everything is properly named to your preferences will help you and your team to easily navigate the system. So, follow along to learn how to further personalize your CRM by renaming Contacts, Opportunities, and Companies to any preferred names. Start by navigating to the Objects sectio...

Gift Cards function as a flexible prepaid balance, giving customers a way to purchase store credits for themselves or others, additionally providing you a way to issue funds for loyalty, compensation, refunds, or promotions. Let's learn how to create one! First, navigate to the Gift Card tab within the Payments section and click Create Gift Card. En...

Your Conversation AI helps you connect with customers efficiently; however, if you're more used to using the workflow builder than prompting bots, you might feel overwhelmed. If this is your case, by using the Flow-Based Builder, you can use this more familiar builder while retaining the benefits of AI agents. Let's learn how to use it! Creating An ...

Your funnel forms are great for selling products to customers without having the hassle of a checkout cart. However, if you want to include add-ons to any of the products, adding an upsell product will be your best tool to increase your average order value while keeping the checkout smooth and quick. Let's learn how to use it! Building the Form Open...

Gift Cards function as a prepaid balance that customers can purchase, send, or receive from your business. And since money is involved, it's important to be able to monitor their issuing and details, so let's learn how to do it! To start, navigate to the Gift Cards tab inside the Payments section, select Total Gift Cards Issued, and select Orders. A...

Managing overused coupons is key to ensuring your customers don't lose interest while ensuring your system is updated and properly maintained. So, how can you make this easier? Well, by using the power of workflows, you can start an automation once the usage limit is reached. Let's check it out! Setting The Trigger To start, navigate to the Workflow...

Unavoidably, there will be some customers who don't feel satisfied with your services and want to cancel their subscription. This can be done automatically on their end by navigating to the Billing section inside their sub-account settings. But if you need to take matters into your own hands, you can follow along with this tutorial to remove them fr...

Gift cards provide recipients with the benefit of choice and flexibility, so if they have opted to purchase one or if you've sent one to any customer, they can use it to buy any of your products. Let's learn how! Receiving a Gift Card Once they have completed their gift card purchase or you've sent one to a customer, they will get an email containin...

Your email’s layout helps you communicate as much as the words it contains; controlling the space between elements plays a role in this, so let's check how to use the Spacer Element to manage it. Navigate to the Templates tab inside the Marketing section and create or edit an email. Inside the builder, drag the Spacer element from the sidebar into y...

Business-to-business relationships are a great source of income, opportunities, and growth. So, keeping your Company-related records connected and organized is an essential part of using your CRM effectively. By creating associations between contacts and the company they are related to, you can streamline communications, create automations, and keep...

Your forms allow you to collect information from your customers, and the last step of getting that information into your system is the submission button. The button element encourages your audience to take action, so customizing it to match your brand's look and tone will increase its efficiency. Let's learn how to do it! Customizing The Button The ...

Gift Cards function as a flexible prepaid balance, providing customers with store-exclusive funds. And the Gift Card Dashboard provides a consolidated view of how your gift card program is performing over time. So, let's learn how to view and interpret the values it provides. Date Range Use the top dropdown menu to set the date range you want to vie...

Keeping your social media active helps you capture customers' attention and increase your sales. However, you might find yourself running out of ideas or repeating what you've posted in the past. So, for those cases, you can use the help of Ask AI to improve your text. Let's review how! Creating A Post Navigate to the Social Planner tab inside the M...

Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. Creating a clear procedure to follow is key to increasing profit and improving your onboarding process. To make it easier, we'll explore the “Affiliate Created Trigger”, which allows you to start your workflow's functioning upon an affiliate being adde...

Fulfilling customer orders takes a lot of precision, from the pricing you offer to customers to the tracking itself; keeping information properly updated across all boards might be complicated. Many tools can help you manage this process. One of which is ShipStation, so if you're used to it and want to integrate it with your CRM, follow these steps....

Some affiliates will fall out of your programs, whether it stems from a lack of interaction or simply because you no longer work with that person. So, let's check how to easily remove them and keep your campaigns clean by using workflows. Navigate to the Workflows tab inside the Automation Section and create or edit a workflow. Add the relevant trig...

Having pre-scheduled times for you to perform a specific task for your customers helps you organize your team's time, ensures all necessary tools are available, and rooms are prepared. Let's learn how to view and manage these appointments within the system! Viewing Service Appointments Navigate to the Calendar section and select Services from the vi...

Appointments are a great way to manage customer relationships; they allow you to organize your day, trigger workflows for automated management, and improve rapport. When you need to handle these things on the go, you might not have access to the desktop version of your CRM. So, let's see how to schedule an appointment directly in your Mobile App. Sc...

The Voice AI Chat Widget allows visitors to communicate with your AI agent using real-time voice conversations directly inside the chat widget. It enables users to talk through their browser’s microphone and speakers without requiring a phone number, download, or call setup. Let's learn how to create and use one! Navigate to the Chat Widget tab insi...

If you aim to reach a global audience, WhatsApp is an essential tool for your business. With nearly 2 billion users worldwide, many leads will contact you through this channel. Let's learn how to improve your messaging limits and profile sharing to engage customers more effectively. Managing Your Number Each WhatsApp phone number has its own profile...

Being constant is key to reaching big audiences and remaining relevant on social media. Category Queues help you organize your social media assets by grouping them based on their themes, forming evergreen content buckets that promote brand visibility and optimize your content strategy. To use them, navigate to the Social Planner tab, click “+ New Po...

Courses and communities involve numerous customer interactions, making them a significant venue for questions. So, what better way to handle them than your Chat Widget? Let's check how to add it! Accessing The Settings To start, head to the Client Portal Settings tab inside the Memberships section. Select the Chat Widget Settings. Use the dropdown m...

One of the best things you can do with your CRM is manage customer interactions with internal calls. However, due to the numerous features related to calls, you may need to adjust your settings slightly to ensure their development is tailored to your business. Let's check how! Accessing Voice Calls Head to your subaccount settings. Navigate to the V...

Printify is a print-on-demand company that lets you design, sell, and ship from the largest print-on-demand catalog without managing inventory or upfront costs. So, if you're looking to use this service or have been for a while, integrating it into your CRM empowers you to connect your Ecommerce store to Printify's global network of print providers....

WhatsApp's widespread popularity allows businesses to connect with customers globally. To make conversation management easier, you can use pre-designed message sequences to guide users. Let's check how to integrate them into a workflow to streamline management. Prerequisits Navigate to the WhatsApp tab inside your account settings and switch to the ...

As your business grows, so does your contact list. So what can you do when you need to touch base with someone but don’t have the time to check their entire contact card? The Ask AI feature can help! Follow these steps to instantly generate a summary of any contact. How To Use Contact Summary? Navigate to the sub-account and click the stars icon to ...

Custom Objects help you maintain clear relationships and simplify organization. However, as you are adding objects to your system, it becomes harder to find ones that match your criteria. You can use Smart Lists to simplify this process. Let's learn how! To start, navigate to the Custom Objects Section and click Advanced Filters. Select a filter fro...

Empower yourself to use the power of Google My Business! With this connection, you can manage all GMB messaging right inside your CRM. Call tracking will establish a unique tracking phone number and attach it to your GMB location. This method separates traditional customer phone calls from more organized interactions inside your account, bringing ev...

Your Voice AI Agents are great at managing calls, helping you easily connect with leads even when your team might not be able to do manual dialing. Using the AI agents to place outbound calls automatically will help you turn follow-ups, reminders, and lead outreach into hands-free, 24/7 conversations. Let's learn how! Enabling Outbound Calls Navigat...

In the Advanced tab, you can configure the look of the forms further, allowing you to get detailed with your changes. So, if you're a perfectionist with a clear vision of what you want follow along to learn how to achieve it. Form This allows you to modify the look of the borders and surroundings of the form and its input fields. The modifiable opti...

As a Sub-Account uses LC Services (like LC Email, Phone, or AI), you are charged the HighLevel Price to your Wallet. However, you can enable rebilling to charge the HighLevel Price to the Sub-Account, allowing you to recover costs or even make a profit. The SaaS Rebilling functionality is a premium feature exclusively accessible to subscribers of th...

QR Codes provide an actionable step to your audience, prompting them to engage with your brand while allowing you to collect insights into their behavior. So, when you’re building your Funnel or Website, you might use this element to generate engagement and connect with mobile users. Follow along to learn how. Adding The Element To start, access the...

The Workflow Overview Dashboard gives you real-time visibility into your automation performance, consolidating all key automation metrics into a single screen. It’s designed to help you understand how your automations are running without manually checking each workflow, so let's learn how to view it and gain more information on your workflow's funct...

Getting a contact's information before they type a message helps you ensure you know who you’re talking to and can follow up after the conversation ends. When using a Live Chat widget, follow these steps to include that pre-chat prompt. Navigate to the Chat Widget tab inside the Sites section and create or edit a Live Chat Widget. Switch to the Chat...

Getting your customers to book an appointment requires one thing more than anything: timing! A great way to approach this around the clock is by using workflows to automate the appointment setting process based on customer responses or actions. To do so, you need to use the “Book Appointment" action. Follow along to see how! How It Works Start by cr...

A completed order is an awesome opportunity to nurture that customer and get them to engage more with our business. Especially if they use a coupon. Which lets us know more about them, where they heard about your business, and what kind of offer is likely to interest them. So, to help you ensure you don't miss this chance, we'll use workflows to mak...

Building a workflow can be a long and repetitive process, so when you have something that works, it’s only natural that you want to replicate it easily. So, let's check how to copy actions between workflows. Copying The Action Navigate to the Workflow tab inside the Automation section and edit one of your workflows. Click the three dots next to the ...

Do you wish you could create a visual indicator of success that encourages students to continue learning while promoting your brand? Let's discover how to create branded badges that your students can collect and share. Creating Your Badge To start, navigate to the Credentials tab inside the Membership sections and select Create Badge from the “+ Cre...

The Conversation AI helps you manage customer conversations efficiently. However, some conversations are best handled by your team. You can use the Human Handover action to keep the transition smooth. Let's go over how to do it! Adding The Action To start, navigate to the Conversation AI section inside your account settings and create a bot using th...

Having a fully customized AI agent can relieve a big load off your shoulders; it's like having the perfect teammate that always knows what to say. However, not everyone is a prompt master who can mold their AI assistant to fit their needs. So, if you have an AI assistant worth replicating, you can make some extra income by selling it on the marketpl...

Using QR Codes boosts your online presence, encourages your clients to interact with your business, and easily connects your online business to the offline world. However, creating them one by one can be inefficient when handling a large group. So, let's review how to use CSV uploads to generate multiple at once. Generating QR Codes To start, naviga...

Recurring purchases are ideal for your business, whether it be an ongoing course, a repeat buy, or a payment plan for a big purchase. They help you minimize revenue fluctuations and relax your efforts on attracting new leads and converting them to sales. So, let's check how to enroll a customer in a subscription plan. Pre-requisites Before adding a ...

Gathering customer feedback provides you with helpful insights that help you optimize your operations and improve your services. Let's check how to use the Rating Element to make opinion collection easier. Adding The Element To start, navigate to the Form, Survey, or Quiz builder inside the Sites section. Inside the builder, drag the Rating Element ...

Text is key in conveying to customers who you are, what you offer, and how to contact you. However, the words you use are as important as the way they are presented, so let's check how to use the Rich Text element for advanced formatting control. Using The Element First, navigate to the Funnel or Website builder and edit one of your pages. Drag and ...

Do you wish you had an assistant who could lead you in improving your customers’ experience? Well, look no further than the top side of your right-hand corner, where you’ll find the Ask AI option. At the top, you’ll find the option to maximize (1) or close (2) the chat window. If you’ve used it before, you can access your Chat History by clicking th...

Building and improving your workflows means adding, removing, and changing triggers, actions, and filters. However, this can mean correcting mistakes or reviewing changes. To make this easy, you can access the version history to view detailed version logs with timestamps, editors, and workflow status. Accessing The Version History Navigate to the Wo...

Pipelines contain a lot of important information, so losing one can be a hassle, to say the least. However, don't panic if you deleted a pipeline by accident. Follow these steps to restore it, including all its associated stages and opportunities. Retrieving a Pipeline First, navigate to the Audit Logs section inside your Settings. In there, select ...

If you're used to using Stripe as your main billing platform and are looking to manage your products, especially your agency subscriptions, inside the system, having to create products manually can lead to complications and confusion. So, let's learn how to link existing Stripe subscriptions to SaaS sub-accounts for a seamless migration. Creating Yo...

What's better in business than completing a sale? To help you get your customer closer to the finish line and collect their payment, we have the “Send Invoice” Action. This lets you automate the sending process and make it immediate. Check it out with us! How It Works Navigate to the workflow builder and click the plus sign icon to select the “Send ...

Monitoring your Groups is key in ensuring all members are comfortable and your guidelines are followed. However, some situations need immediate attention, and you may not be able to provide it manually. Let's check how to use workflows to remove unwanted contacts from your Membership Groups. Setting the Workflow Navigate to the Workflows tab inside ...

Selling online doesn’t mean you have to limit your business and exclude cash, bank transfers, or other forms of manual payment. When accepting those payment methods, it's easy to lose track of the money movements if not properly registered. Let's learn how to handle customer payments that include alternative payment methods while keeping transaction...

Reviews serve as proof of concept for your business, and reaching out to customers for feedback after doing business can be greatly helpful in re-engaging them. However, just sending them an SMS is no guarantee they'll respond, so let's check how to customize the recurring messages to improve your response rate. Creating A Template Navigate to the S...

Selling your Software-as-a-Service products is one of the most important parts of your agency's development. There are many ways you can put your business out there. However, when the SaaS Configurator is integrated with your checkout pages, it automates parts of your onboarding process, so let's check how to include them in a checkout page. Creatin...

Plan Categories help you group different plans as long as they share the same billing currency, creating an easy way to organize your plans and offer a digestible comparison view for customers. So, let's learn how to create, organize, and use them to improve your SaaS offering. How To Use Categories? When Creating A Plan When creating a new SaaS Pla...

If you're a Texas local or want to send marketing SMS to Texas residents, you have to be mindful of the telemarketing law amendment (Chapter 302, Business & Commerce Code). This, which previously applied only to voice telephone calls, means that you may need to register your business with the Texas Secretary of State to send marketing messages. ...

Whenever a customer completes a purchase from your e-commerce store, they receive an email confirming the products they have acquired. Receiving an internal notification similar to this is really helpful for monitoring order fulfillment and readjusting inventory. So, let's learn how to get that notification set up! Enabling Internal Notifications He...

The Testimonial Element is a professional, easy-to-use format to display social proof on your sites. It is a great way to get customers invested in your brand and improve their trust in your services, so let's check how to use it! To start, access the funnel or website builder by editing a page of one of your sites. Click the plus sign icon to acces...

Your invoices are more than simple payment slips; they are a touchpoint with your customers that can leave a lasting impression of your brand. Adding the right fields, including specific information and including branded elements, helps you make that difference, so follow along to learn how to achieve it! Navigate to the Invoices & Estimates tab...

When creating a Document template, you'll encounter values that will differ depending on each customer. For those cases, you can use “Document Variables,” which are placeholders that can be placed within a document and replaced when the document is executed. Let's check how to use them. Creating A Variable To add a variable, navigate to the Payments...

Affiliate marketing is a cost-effective way to increase brand awareness, loyalty, and recognition. However, a crucial part to keep this machine properly working is to address affiliate sales promptly. And what better way to do so than by leveraging automation? The  “New Affiliate Sales” trigger lets you create workflows that start upon an affiliate ...

Apps help you add value for customers and differentiate from other agencies, so, naturally, you'll want to charge a premium for such services. When adding apps with Usage-Based billing, you can modify this pricing based on each action. Sounds enticing? Let's check it out. Creating The Rebilling Inside your Agency view, head to the App Marketplace se...

Estimates help you create a clear picture of the cost of acquiring your products or services, and if you're planning to give your customers payment flexibility, it is important to include this information in your estimates. Follow these steps to do so. Start by navigating to the Estimates tab inside the payments section and creating a new estimate. ...

Payment links help you quickly seal the deal with customers. And even with their simple presentation, they can be eye-catching and consistent with your branding. This simple process can take your payment links from standard to perfect, so follow along to achieve it. First, navigate to the Settings tab inside the Payments section and select Payment L...

TikTok helps you reach and connect with audiences in an approachable way, encouraging them to interact with your business. Sometimes that response will be a direct message, and what better way to make your audience feel seen than sending a message to them. Let's learn how to use workflows to make responding to their engagement easier. Prerequisites ...

Appointments help you make the most of your day by allowing you to prepare beforehand and maximize what you do in your downtime. This can be handled in the Contacts section, including details such as the date, time, and status of the appointment, the calendar the appointment was booked on, and the assigned user. Let's check how to do it! Manually Sc...

When managing recurring purchases or memberships, you may encounter customers who wish to cancel their use of your service. In those cases, they might opt to cancel or pause their subscription, but how does that affect your business and the customer in question? Let's go over the differences between the two. Cancelling a Subscription Cancelling a su...

The opportunity tab helps you keep track of your customer's journey, and when changes happen, it becomes crucial in your acquisition process to follow up with those changes. This trigger will help you create workflows to automate any actions you need to happen immediately upon a change. Adding Your Trigger You can find this trigger in the Opportunit...

The "Record Voicemail" action enables callers to leave a voicemail when no one is available to answer the phone, effectively capturing important customer inquiries or feedback when live agents are unavailable. So, let's check how to use it. Navigate to the Workflow tab inside the Automation section and click “Create  Workflow.” Set the trigger as “S...

Using Xero as a cloud-based accounting software has many advantages, from working in the same set of books regardless of location or operating system to providing standard business and management reporting. And, what's even better, you can connect it to your CRM for easier sync. Ensuring your CRM and accounting remain fully in sync, saving time whil...

The product details page helps you inform customers and ease their doubts before completing a purchase. However, some products are too special to use the general layout. In those cases, creating a custom page will help you better market your offering. So, follow along to learn how. Creating a Custom Product Details Page Navigate to the Stores tab in...

Software-as-a-Service (SaaS) is a delivery model for software applications where the software is hosted in the cloud and provided to users over the Internet on a subscription basis. Enabling SaaS capabilities will empower you to create a customized version of the HighLevel platform for your clients while still benefiting from the robust features and...

When running a service-based business, multiple elements are needed to fulfill customer requests. Usually, when a service is being provided, the staff, tools, and spaces are unavailable for others. With Services v2, you have access to an entirely new tab: the Service tab. The Service tab in your calendar settings helps you manage and organize all ne...

Subscriptions help you secure a steady income and manage repeating services. Managing those subscriptions and ensuring they are updated for customers is part of ensuring their satisfaction. So, let's check how to do it! Updating A Subscription Head to the Subscription tab inside the Payments section and click the three dots next to the subscription ...

The Add-ons tab lets you manage additional features or upsells, usually these are supplementary services or products related to the main service. These offerings can increase revenue and enhance customer satisfaction by giving clients more personalized service options during the booking process. The information will be organized as: Name: This is th...

This feature helps you update product information, manage pricing, variants, inventory, shipping, and SEO details all in one place. The simplified editing is sure to make even the newest team member efficient when managing products. Let's check how to use it. Bulk Editing Navigate to the Product tab inside the Payments section and check the box for ...

When managing multiple pricing tiers or offerings for your services, it is crucial to help your customers understand the differences beyond just the price.  And the pricing table element will make it easy. So, let's check how to use it to display your service pricing in your Funnels, Websites, Stores, and Blogs! Adding The Element Navigate to the Si...

Report Scheduler is a feature that helps Agency Owners schedule email reports for their clients, giving a helpful way to track their performance and statistics, making it a valuable tool for staying informed and empowered. It also tracks the post-report delivery activity, giving your agency insights into customer behavior. Creating A Report Start by...

Your CNAM (Caller Name Presentation) is a legacy technology from the 1990s that allows you to display a caller name, alongside their phone number. So, it positively impacts rates when used correctly. However, because these databases are fragmented and managed independently, data inconsistencies and coverage gaps often occur. Currently, CNAM is suppo...

Some services require tools that you have a limited number of. So for those physical assets, such as rooms, chairs, or stations, that are required to deliver a service, you have the resource tab. The resources tab helps you manage those assets needed to deliver a service, this ensures that when the service is booked, the associated resource is also ...

When managing your services inside the system, some details can completely change the way your clients experience the booking process. To take control over those settings, you have the Global Settings tab. This allows you to configure essential settings that will be applied across all services. These settings are divided into 5 sections. Let's explo...

Your blog's success depends on many factors, so monitoring them can be a hassle. So, let's learn how to use the Analytics tab inside the Sites section to gain a deeper understanding of your blog's performance based on several key metrics, allowing you to leverage this information for future improvement. Viewing Blog Metrics Use the drop-down menu to...

Accessing your Opportunities on the go is similar to doing it on your web browser. It helps you easily handle upcoming leads, interested customers, and upcoming projects, so let's learn how to use it. Viewing Opportunities First, open the mobile app and log in with your account credentials. From the main dashboard, access the apps section. Next, cli...

Meta is great for attracting leads to your page, so encountering issues with your Facebook publishing can feel overwhelming. Don't worry, we're here to help. Let's check the most common fixes for Facebook Publishing Issues. Pages Not Showing In The List If you can't see the page you want to connect to, the main reasons are as follows. Content Permis...

To send an email to a client, first ensure that the appropriate conversation is open. Next, locate and click the Email button situated at the bottom left corner of the conversation window. Upon clicking this button, a message box will appear, allowing you to compose and send your email within the context of the ongoing conversation. This ensures tha...

The standard widgets help you monitor your business development. However, if you find them lacking, you can use Custom Metrics to combine multiple metrics from different data sources, apply calculations, and display the results in your dashboards or custom reports. Creating a Custom Metric You can create a custom metric inside the Dashboard and Repo...