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<s>[INST] Stripe Troubleshooting | Why is my Stripe Plan not shown in the Funnel Products? [/INST] Stripe products will not be shown in funnel directly. Please add the products in the settings > payments section first. And then, the products should show in the funnels as well. Payment feature announcement video: https://help.gohighlevel.com/support/discussions/topics/48000562840 </s>
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<s>[INST] Steps for Agency A to Share Templates Effectively with Agency B? [/INST] More Tutorials from the Community https://youtu.be/zOm6QzaCGvY https://youtu.be/xYsowxyBtsE https://youtu.be/jYM-RkapZdA We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is crafted to simplify collaboration, foster creativity, and promote the exchange of best practices within our user community. How Agency A Can Share a Template with Agency B? Access Template Library: Navigate to the Template Library in the Admin view. Choose Template to Share: Select the desired template. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. Edit Access Settings: Tailor access settings as needed. Share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. How Agency B Can Import the Template? Receive Shareable Link: Agency B will receive the shared link. Direct Import: Use the URL directly and accept the template import. Click on Import Template to add it to your library Security Note: Please update access settings via the Share option to keep your templates secure. Exercise caution when sharing the link to control who can access it. Important Note: Only Agency Admins can create shareable links. </s>
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<s>[INST] Service Calendars - Automotive Detailing [/INST] Recognizing the significance of Service Calendars becomes imperative when dealing with a range of services that necessitate diverse availabilities and resourcesFor Auto-detailing businesses offering different services, creating Service Calendars ensures effective scheduling and resource allocationLet's explore the fundamental steps and the most effective techniques to set up and personalize service calendarsCovered in this article: Activating the Service Menu Creating Groups Configuring Service Calendars Adjusting Calendar Settings Adding Images and further customization Creating the Service Menus Activating the Service Menu In order to start working on creating Service Menus and Service Calendars, you need to activate it from the "Account Preferences" in Calendar SettingsOnce you've toggled the button to activate the Service Menu, scroll down and click on "Save Preferences" to save your changesA new tab named "Service Menu" will now appear right next to Calendars and GroupsCalendars >> Calendar Settings >> Preferences >> Account Preference Creating Groups The fundamental structure of a well-organized service calendar involves the creation of groupsThese groups serve as categorical containers for related services such as Dent Removal, Headlight Restoration, Ceramic Coating, and Window TintingEach group acts as an organizational unit, enhancing clarity and coherenceCalendars >> Calendar Settings >> Groups >> Create Group Add the Group Name, Group Description, and Group URL or unique SLUG, then click the blue Create buttonConfiguring Service Calendars Once the foundational group/s is established, the subsequent step is the creation of individual Service CalendarsThis process outlines the setup of a new service calendar using Dent Removal as an exampleThe procedure includes Naming the calendar, selecting staff members, assigning a URL, and defining the service durationAdvanced settings, encompassing descriptions and group allocations, offer nuanced customization to adapt to specific business requirementsPlease Note: The Service Calendar will only be available upon activating the Service Menu under Account Preferences in Calendar Settings.(See first step) Add the name of the service (ex., Dent Removal, Wheel Restoration, etc.), then Select a Staff Member that is assigned to that particular serviceAdd the Custom URL or unique SLUG then choose the duration of the service from the dropdownOnce done, click the blue Confirm buttonPlease Note: Staff members can be added by going to Settings >> My Staff >> Add EmployeeThis should be done first as the calendar won't allow you to save or press the blue confirm button unless you choose a staff member from the dropdown optionAdjusting Calendar Settings Advanced settings are explored further, encompassing detailed adjustments such as adding descriptions, allocating calendars to specific groups, and customizing appointment titlesThis level of customization allows businesses to tailor their service calendars to suit their unique needs, ensuring seamless integration with existing workflowsYou can edit the Service Calendar you created by clicking on the three dots next to it and by choosing Edit from the optionsAdding Images and further customization Images are included within service calendars to elevate the user experienceThis step involves uploading visually relevant images for each service, providing clients with a visually appealing representationAdditional customization options, including enabling rescheduling and canceling, contribute to creating a polished and user-friendly service calendarCreating the Service Menus The final phase involves the creation of service menus that showcase selected service calendarsThis section underscores the significance of arranging services within the menu12345Now, when you give your customers the link to your Service Menu, it should look like thisMastery of service calendars within High Level is crucial for businesses offering a diverse range of servicesThis detailed guide ensures that users can adeptly create, customize, and present their Service Calendars, providing a streamlined experience for both businesses and clientsArmed with this knowledge, businesses can optimize their scheduling processes and elevate customer satisfaction </s>
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<s>[INST] Company Object Automation [/INST] The Company Object Automation settings give users the ability to repurpose business details fields for the companyThe migration will help users transfer field data, create new companies & map respective contacts under them seamlesslyCovered in this Article: How to use the Company Object Automation? Different Situations to consider Limitations and Expected Behavior How to use the Company Object Automation? To access the Company Object Automation please head to sub account Settings> CompanyTab: Once in the desired window, if you check mark Create & Associate companies with contacts, You will be prompted to begin the process through which all contacts that have a Business Name written in the Business Name field will be added to Companies that have that business namePlease Note The business name ignores case sensitivityE.g If a contact has a business name “Burger King” and another contact has “burger king”, one company will be created for Burger King, instead of twoThe business name doesn’t ignore spaces in the business nameE.g If a contact has the business name “BurgerKing” and another contact has “burger king”, two companies will be created for both business namesThe system cannot identify Two differently spelled Business Names as belonging to one companyE.g A contact with the Business Name: 'Ice Cream Sunday" will not be added to the same company as another contact with the business name: "Ice Cream Sundae" Even one alphabet being different would lead to a separate company being created for the contactUpon check marking the Create & Associate companies with contacts check box, you will have the option to save this changeA prompt will ask you whether you would like to proceed with this: Upon clicking Yes, All contacts that have their Business Name field filled out in the General Info Section of their contact page will be added to a Company with the same name as the Business NameIf a company of that name does not exist, one will be created for themYou will see a confirmation message if the process successfully starts: The Business Name field is the Unique Identifier in this regardCase Sensitivity is not an issue but Spacing and Spelling are deciding factorsThe following fields if filled out for the contact in the General Info tab would also be automatically mapped into the Company that gets created: Street address City Country State Postal code Website Street Address and Website have been purposefully left blank for the sake of this example: Different Situations to consider: If the business name is unique and present in a single contactA new company will be created with the business name value present in the contactAnd the contact will be associated with the companyIf the business name and its details are similar in multiple contactsA new company will be created with the business name valueAll contacts will get associated with the newly created companyIf the business name is the same in multiple contacts but its details vary between contactsA new company will be created with the business name valueAll contacts will get associated with the newly created company.The below details will be considered for the latest contact createdStreet address City Country State Postal code Website Limitations and Expected Behavior: The setting feature is only available for admin users (agency & sub-account)Team members with the User Role will not have the ability to begin the migration processPlease Note: Users with User Role will still see the setting, they just would not be able to do anything to itOnce the automation settings are turned on, it will migrate all the existing contacts with business nameOnce the migration is completed, it will automatically sync new contacts with business name field valueIf a contact has a company associated with it already, it will not be migrated to a different company even if the Business Name is different at the time when the process is startedThe migration for existing contacts can only happen if the contact doesn’t have any association with a companyPlease Note: Changing the Business Name for contacts already added to a Company will have no impact on the AutomationIf the automation settings are turned off, the auto sync or the migration will stopUpon turning on the migration or auto sync will beginThe following Audit logs for all the activities are present for this featureWho is the User who initiated the settings optionWhich Contact got updated with company associationCompany creationCompany updateIf the settings are turned off in between existing contact migration and restarted, it will start the migration process from where it stopped and complete for the remaining contactsThe feature is applicable for contacts added by bulk import, public API, forms, etcIt will live sync between business name and companyPlease Note: The CSV file being imported must have a column with the Column Header "Business Name", and the respective Business Names must be filled out for contacts for the contacts to get added into a company upon being imported into the CRM(Provided that the Company Object Automation is enabled)If you make any errors during the import and the wrong Company gets associated to the contacts with misspelled Business Name or spacing in the Business Name that does not match the Business Name for the Company, then you will need to delete the contacts that have the issue and re-import the CSV with the correct Business Name.(Any data lost due to the deletion will not be recovered because the contact is not being restored, a new version of the contact is being created) This process doesn’t have backward compatibilityOnce a company is created based on the business name, any change in the company name or its details doesn’t reflect back on the Business Name field and other synced fields in the contact's General InfoThis doesn’t support business name update functionalityWhich means once a company is created using business name, any update in business name will not affect the company attributes or its relation with the contactPlease Note: The Company Object automation only serves to associate existing or new contacts, THAT ARE NOT LINKED TO A COMPANY ALREADY, with Companies that share the same Business NameIf no such company exists then a company with that Business Name will be created </s>
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<s>[INST] Agency-Level Marketplace Apps Installation [/INST] The HighLevel App Marketplace is a hub where you can seamlessly search for and integrate crucial apps into your HighLevel accountAssuring quality and functionality, every app is scrutinized by HighLevel’s expert developersOnly users with agency owner or admin privileges can integrate these apps into their HighLevel accountsTABLE OF CONTENTS How to Find an App Reviewing App Details Installing & Uninstalling Apps Install a Free App: Distribution Type - Agency Install a Paid App: Distribution Type - Agency App Distribution Types Install a Free App: Distribution Type - Agency & Subaccount Install a Paid App: Distribution Type - Agency & Subaccount How to Uninstall an App How to Find an App In your HighLevel account, click on the App Marketplace option in the left menu barUse the search bar to input the app name or browse through the listTo streamline your results, utilize the left sidebar menu to filter results by categoryClick on an app that catches your interest to view in-depth details about itReviewing App Details On the selected app’s listing page, you’ll encounter the following details: App Name Tagline Comprehensive App Description Vivid App Images App Category Version of the App Name of the App Provider Distribution Type App pricing: Free or paidIf paid, it's pricing information and plans supportedFeatures or Plugins Included: These can range from custom conversation providers to workflow actionsPermission Details: Delve deep into this section to understand the extent of access the app will have post-installationResources: Contains links to the app provider’s websiteNote that third-party apps are supported by their respective providers, whereas apps designed by HighLevel receive support directly from HighLevelInstalling & Uninstalling Apps Install a Free App: Distribution Type - Agency Apps with this tag are exclusively for agency-level installation, meaning subaccounts cannot install themOn the app listing page, click Install App in the top-right cornerRevisit the app's information and, if content, click ‘Allow & Install’Follow the subsequent steps in the provider’s connection flowThis might involve logging into the app account and granting necessary permissionsIf you see ‘uninstall’ instead of the Install App button, it means the app is already integrated with your accountInstall a Paid App: Distribution Type - Agency Certain apps can be paid in natureDepending upon the payment preference selected by the app provider (within the HighLevel platform or External payment page), the payment will be processed during the installation processOn the app details page, click Install in the top-right cornerRevisit the app's information and pricing details, if content, click ‘Allow & Install’Select the plan you wish to proceed with and click on 'Confirm' On confirming, the app amount you opted for will be charged on your card on file and the installation will be successfulIf the app payment needs to be done outside the platform, on clicking 'Allow & Install' during the installation process, you will be redirected to the app provider's pricing and payment pageSelect the pricing type and complete the paymentOn successful payment, you will be redirected to App Marketplace with the app being in 'Installed' stateApp Distribution Types Agency: Apps with this tag are exclusively for agency-level installation, meaning subaccounts cannot install themAgency & Subaccount: Such apps are installable at both agency and subaccount levelsInstallation and uninstallation actions for this distribution type must begin at the agency levelDuring installation, specify which or all sub-accounts you wish to introduce the app toBy default, it will be integrated at the agency levelInstall a Free App: Distribution Type - Agency & Subaccount Such apps are installable at both agency and subaccount levelsInstallation and uninstallation actions for this distribution type must begin at the agency levelDuring installation, specify which or all sub-accounts you wish to introduce the app toBy default, it will be integrated at the agency levelOn clicking install, select all or specific sub-accounts to install the appFollow the installation process and complete itOn successful completion the app will be installed in the sub-accounts selectedSub-accounts can view these apps under the 'Installed tab' in sub-account level app marketplaceInstall a Paid App: Distribution Type - Agency & Subaccount If the app's payment preference is set to collect payment within the HighLevel platform, then upon selecting subaccounts and installing, the app amount will be charged to each subaccount's card on fileIf selected sub-accounts have a card linked to their account, payment will be processed using that cardHowever, apps cannot be installed on sub-accounts without a card on fileIn such cases, you can notify these sub-accounts and request that they update their card detailsAfterward, you can retry the installation process for these previously ineligible sub-accountsNote: If you select 10 sub-accounts for app installation and only 5 of them have a card linked, the installation will proceed only for those 5 eligible sub-accounts with cards on fileThe remaining 5 without card details will be skippedOnce these sub-accounts provide their card information, you can proceed to install the app for themHow to Uninstall an App Click on the App Marketplace optionNavigate to ‘Installed Apps’Choose the app you wish to disconnectClick ‘Uninstall’ located in the top-right cornerFor apps labeled as “agency & subaccount”, specify the uninstallation level: either selected subaccounts or the agency levelConfirm the action in the dialog box by selecting Uninstall </s>
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<s>[INST] How to use the Date/Time Formatter Workflow Action? [/INST] The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflowsThis feature enables easy conversion of date formats for compatibility with different applications, database storage, or communication channels like email, SMS, or SlackIt also facilitates the comparison of dates to calculate the difference in days, simplifying date-related calculations and decision-makingCovered in this Article What is the Date/Time Formatter Workflow Action? What are some excellent usage cases, and whom is this feature useful for? What are the benefits of this feature? How to use the Date/Time Formatter Workflow Action? Format Date Field Selection: From Format: To Format: Output: Format Date/Time Field Selection: From Format: To Format: Output: Compare Dates Start Date Selection: Start Date Format: End Date Selection: End Date Format: Output: Points to remember: What is the Date/Time Formatter Workflow Action? The Date/Time Formatter action is a simple tool that helps you work with dates and times in your automated tasksHere are the three main features and their steps: Changing the appearance of dates: aPick a date you want to changebThe tool will figure out the date format for youcChoose a new format from a listdThe tool changes the date to the new formatChanging the appearance of dates and times: aPick a date and time you want to changebThe tool will figure out the date and time format for youcChoose a new format from a listdThe tool changes the date and time to the new formatComparing two dates to see their difference: aPick a start date and an end datebThe tool will figure out the date formats for youcThe tool calculates the difference in days between the two datesWith these features, you can easily change how dates and times look or compare two dates, making it simple to share or save information in the correct formatWhat are some excellent usage cases, and whom is this feature useful for? The Date/Time Formatter action is helpful in various scenarios and for users who need to manage and manipulate date and time dataHere are some usage cases: Event organizers: Format event start and end dates and times received from different sources to maintain consistency and make the data more readableMarketing teams: Use formatted date and time information in email campaigns, SMS, or Slack messages for personalized and time-sensitive communicationSales teams: Compare the current date with invoice due dates to send automated reminders to clients with upcoming or overdue paymentsCustomer support teams: Reformat date and time data received via inbound webhook triggers to create support tickets or update CRM systemsProject managers: Compare project start dates and deadlines to calculate the time remaining and send notifications to team membersData analysts: Store consistently formatted date and time data in spreadsheets or databases, making analyzing and generating reports easierSoftware developers: Integrate formatted date and time data from various sources in their applications, ensuring compatibility and smooth data processingE-commerce businesses: Reformat order and delivery date information for better tracking and customer communicationWhat are the benefits of this feature? The Date/Time Formatter action offers several benefits for users who need to work with date and time data in their workflows: Consistency: Ensures date and time data is formatted uniformly across different platforms and applications, improving readability and reducing confusionCompatibility: Facilitates seamless data exchange and integration between various tools and systems by converting date and time formats as neededTime-saving: Automates date and time formatting tasks, reducing manual effort and errors, and allowing users to focus on more critical tasksPersonalization: Enhances communication effectiveness by enabling the use of formatted date and time data in personalized messages, emails, or notificationsDecision-making: Simplifies date comparisons and calculations, supporting informed decision-making in time-sensitive operationsFlexibility: Offers a wide range of format options to cater to specific requirements or preferences, making it adaptable to various use casesImproved data management: Streamlines the storage and analysis of date and time data by ensuring consistency in databases or spreadsheetsHow to use the Date/Time Formatter Workflow Action? With the Date/Time Formatter action, you can reformat the Date or Date and Time as requiredYou can also compare dates using the actionFormat Date Format Date and Time Compare Dates Format Date The Format Date function is a crucial feature of the Date/Time Formatter action, specifically designed to convert date structures from one format to anotherHere's a more detailed breakdown of the Format Date function: Field Selection: Choose the date field you want to reformatYou can select various sources such as a Specific Date, Current Date, Contact's date fields, date type custom fields, Appointment start/end date, Custom values, or even from an Inbound Webhook TriggerPlease Note: Currently, Contact Custom fields do not support the Date Time structureFrom Format: If you select a system field like Specific Date, Current Date, Contact's date type standard or custom fields, or Appointment start/end date, the tool will auto-detect the format and preselect itYou must manually select the matching format if you choose a Custom Value or an Inbound Webhook TriggerTo Format: Select the desired format for the output date from the list of available formatsThis is the format the original date will be converted toOutput: Once you've set up the Format Date function, you can use the result in subsequent actions within your workflowThe output can be accessed using the dynamic variable: {{datetime_formatter.1.date}} Format Date/Time The Format Date and Time function is an essential feature of the Date/Time Formatter action, designed to convert date and time structures from one format to anotherHere's a more detailed explanation of the Format Date and Time function: Field Selection: Choose the date and time field you want to reformatYou can select various sources such as a Specific Date and Time, Current Date and Time, Appointment start/end date and time, Custom values, or even from an Inbound Webhook TriggerNote that Contact Custom fields do not currently support Date Time structuresPlease Note: Currently, Contact Custom fields do not support the Date Time structureFrom Format: The tool will auto-detect the format and preselect if you select a system field like Specific Date and Time, Current Date and Time, or Appointment start/end date and timeYou must manually select the matching format if you choose a Custom Value or an Inbound Webhook TriggerTo Format: Select the desired output date and time format from the list of available formatsThis is the format the original date and time will be converted toOutput: Once you've set up the Format Date and Time function, you can use the result in subsequent actions within your workflowThe output can be accessed using the dynamic variable: {{datetime_formatter.1.datetime}} Compare Dates The Compare Dates function is a valuable feature of the Date/Time Formatter action that allows users to compare two dates and obtain the difference in daysHere's a detailed overview of the Compare Dates function: Start Date Selection: Choose the start date from various sources such as a Specific Date, Current Date, Contact's date fields, date type custom fields, Appointment start/end date, Custom values, or an Inbound Webhook TriggerStart Date Format: If you select a system field like Specific Date, Current Date, Contact's date type standard or custom fields, or Appointment start/end date, the tool will auto-detect the format and preselect itYou must manually select the matching format if you choose a Custom Value or an Inbound Webhook TriggerEnd Date Selection: Choose the end date from the same sources as the start date (Specific Date, Current Date, Contact's date fields, date type custom fields, Appointment start/end date, Custom values, or from an Inbound Webhook Trigger)End Date Format: Like the start date format, the tool will auto-detect the format and preselect it if you choose a system fieldYou must manually select the matching format for Custom Value or Inbound Webhook TriggerOutput: After setting up the Compare Dates function, you can use the result in subsequent actions within your workflowThe output, representing the difference in days, can be accessed using the dynamic variable: {{datetime_formatter.1.days}} Please Note: The difference is calculated as End Date - Start DateYou will get a negative value if the Start Date exceeds the End DateThe Compare Dates function is beneficial for users who need to perform date comparisons for various purposes, such as calculating due dates, determining the duration between events, or making decisions based on the time difference between two datesPoints to remember: Format the Inbound Webhook Trigger data to Set Event Start Date, to update Contact Custom Fields, and to compare in If/Else ConditionLet's say the date format is MM/DD/YYYY, but you need to send it to an app that formats dates as DD/MM/YYYY; you can use the Date/Time Formater to change the date format and send it via Custom WebhookStore the custom formatted date time info in Google Sheets Use the custom formatted date time info in Email/SMS/Slack Compare the Current date(Start Date) with the Invoice Due date(End Date) and use the dynamic value in Email/SMS/Slack, Eg: Your Invoice is due in {{datetime_formatter.1.days}} days, Note: On overdue, that is when Current Date(Start Date) is greater than the Invoice Due Date(End Date), you will get the result in a negative value </s>
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<s>[INST] Connect Google calendar to Unassigned Calendar [/INST] Use Group calendar for checking conflicts in multiple Google calendars: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48001161037-highlevel-teams-calendar-overview Calendar sync option explained: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48000989188-calendar-sync-option-explained </s>
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<s>[INST] How to fix links in the email that do not open? [/INST] When we open the links sent from HighLevel, it's going to email.mg.yourdomain.com, which is the Mailgun subdomain you set up for the location hereIt is because we need to change the links in the email for tracking statisticsThe Cname record you added when you set up in the domain provider is essential for Mailgun to track the open and click tracking, and unsubscribedThe record for email.mg.yourdomain.com should be pointing to Mailgun.org, that's how they are able to fetch data and show the email statsIf you are seeing this error when clicking the link: This site can't be reached / says email.mg.yourdomain.com refused to connect when you have your own Mailgun domain/subdomain set up That means the CNAME record might not be set up properly1To verify that, copy the red highlighted in the image above ---> email.mg.yourdomain.com Depending on the subdomain you set up with Mailgun, For example: If you set up mg.companyname.com, You will look up the cname record for email.mg.companyname.com If you set up replies.companyname.com, You will look up the cname record for email.replies.companyname.com If you set up support.companyname.com, You will look up the cname record for email.support.companyname.com 2Go to MX toolbox or Whatsmydns to look up the Cname record: MX toolbox: Whatsmydns: 3If it says DNS records not found: alogin to your domain provider bGo to DNS records and check the CNAME record 4If it is already pointing to mailgun.org: aGo to Mailgun -> Click the Sending tab on the left -> Domain Settings bEdit the Tracking Protocol cSend the email test again from HighLevel Here's How to Enable HTTPS Tracking Links 5If the info above does not help, please get in touch with the support team of your domain provider for assistanceYou can show them we need to add these records here: 6If the domain provider verified all DNS records are good to go, please reach out to HL supportCommon issues: 1If The CNAME record includes the root domain, it will not work here: If you are using GoDaddy or Namecheap, be sure to omit the root domain from the record so it is email.mg only Host name: Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be email.mg replies.companyname.com The host name will be email.replies support.companyname.com The host name will be email.support </s>
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<s>[INST] Sharing Social Planner Content Across Sub-Accounts via a Snapshot [/INST] Reusing Social Planner content across multiple sub-accounts just got that much easier! With the power of Snapshots, you can share social calendars from within the agency settings to any sub-account. The plan is to add more features in future releases. If you have any ideas or suggestions please let us know by providing feedback within the social planner Covered in this article: How will it work in the Parent Location? How will it work in Agency Settings > Snapshot? How will it work in Child Location? How will it work in the Parent Sub-Account? The parent sub-account is the origin of the snapshot. Its the sub-account where the snapshot is derived/originated from Go to the 'Marketing' tab > 'Social Planner' Click on 'Create Post' > Select 'Upload from CSV' Select the Social (this is required for creating CSV Import) Go to the CSV list, there will be a few statutes In Progress - The system is processing the CSV data Review and Schedule - CSV data is processed; this is the step it will show in Snapshot. How will it work in Agency Settings > Snapshot? Go to 'Agency Settings' > 'Snapshot' 'Refresh the snapshot' (See guide) or 'upload the snapshot' (See guide), Once you have selected it will show in the Social Planner CSV's which are in Review and Schedule. How will it work in Child Sub-Account? The Child sub-account is the account where you would like to upload the snapshot into Go to 'Marketing' > 'Social Planner' > 'CSV (list view)' In the list view, the 'Social Planner CSV' of the parent location will show up. Go to the CSV > click on 'Select Social for scheduling the posts'. The CSV will get processed for all the selected socials. CSV will have a 'Review and Schedule' option once the CSV data is processed; Users can check the posts and import them out on Social Calendar. </s>
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<s>[INST] Agency Rolled-up Reporting [/INST] Agency Rolled-up Reporting is live for all customers on the $497 planTo activate this please head into your 'Agency settings' and click on 'Sub-Accounts' TABLE OF CONTENTS Why build Agency Rolled-up Reporting? How does it work? When should I start using it? Here are some benefits of rolled-up reporting: What's included in the 'Rolled-up Report' Let's take a look and define what each column header is, and where the data is derived from: Active user: Contact: Submission: Call: SMS: Email: Facebook: GMB: Instagram: Appointment: Review: Sentiment: Conversations: Why build Agency Rolled-up Reporting? Agency rolled-up reporting gives you a full view of all your accounts under one roofWith this report, you get a clear overview of your entire agency's performanceThe goal is to provide agency owners with data and insights that enable them to take informed decisions about their company and improve the performance of their sub-accountsHow does it work? Rolled-up reporting allows you to roll up any account into another accountFor instance, if you want to know how many leads came from Facebook Ads, you can simply roll up your Facebook Ads account into your main accountWhen should I start using it? As soon as it's accessible in labs! Knowledge is power and within that lies great opportunityRolled-up reporting allows you to compare your overall marketing and automation performance across multiple sub-accounts anytimeHere are some benefits of rolled-up reporting: You can easily spot trends and patterns in your data You can quickly analyze your performance over time You can easily track changes in your performance In conclusion, rolled-up reporting helps you to gain insights into your agency's performanceWhat's included in the 'Rolled-up Report' Let's take a look and define what each column header is, and where the data is derived from: Active user: An active user is one logged in at least once in the chosen timeframe either on the web or on a phone (both IOS and android)We will show this in this format - 79/100 where 79 is the count of active users and 100 is the count of total users in the location that were created during the chosen timeframeA user could be both a location admin or a location agent Contact: Count of contacts in that location that are created within the chosen timeframe Submission: Product forms - Count of total submissions on all forms created in the CRM within the chosen timeframe Surveys - Count of total submissions on all surveys created on the CRM within the chosen timeframe FB forms Call: Inbound calls - Count of all the calls that contact made to the location admin/user within the chosen timeframe Outbound calls - Count of all the calls the sub-account admin/user made to contactThis will not include automated callsTalk time - The summation of the total duration of calls that happened between the user and the contact SMS: Inbound SMS - Count all the SMS that contact sent to the location admin/user within the chosen timeframeOutbound SMS - Count all the SMS the sub-account admin/user sent to a contactThis will not include automated SMSEmail: Inbound emails - Count of all the emails that a contact sent to the location admin/user within the chosen timeframe Outbound emails - Count all the SMS the sub-account admin/user sent to a contactThis will not include automated emailsFacebook: Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through Facebook Outbound texts - Count all the texts the sub-account admin/user sent to a contactThis will not include automated textsGMB: Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through GMB Outbound texts - Count all the texts the sub-account admin/user sent to a contactThis will not include automated textsInstagram: Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through IG Outbound texts - Count all the texts the sub-account admin/user sent to a contactThis will not include automated textsAppointment: Count all the appointments that were created within the chosen timeframe irrespective of what status the appointment is inWe need the counts of created appointments only Review: Count of reviews received for that location Sentiment: Positive - Count all positive sentiments Negative - Count of all negative sentiments Conversations: Unread - Count of all unread conversations Missed - If the initial inbound message isn't responded to within 5 minutes, the conversation will be marked as a Missed ConversationThis rule is only applicable to new conversations </s>
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<s>[INST] How to create Emails using Content AI? [/INST] Writing emails with Content AI offers several benefits, including generating content faster and more efficiently, tailoring Content to specific business needs, and saving time for other tasksContent AI can generate different email contexts and variations, including promotional emails, introduction emails, coupons/discounts, recurring newsletters, testimonials, cold outreach, and content/giveawaysIt can also be used to create subject lines and variationsCovered in this Article Content AI in Emails Who is this feature going to be useful for? The benefits of using Content AI for EmailsHow to Enable Content AI? Pricing How to get started with Content AI for the Email Text block? How to get started with Content AI for button blocks? How to get started with Content AI for the subject line? Content AI in Emails Writing assistant Content AI helps generate 10X faster, more effortless, and better ContentContent AI in Emails generates outlines, introductions, specific sections, and variations for different email contexts, including promotional emails, introduction emails, coupons/discounts, recurring newsletters, testimonials, cold outreach, and content/giveawaysIt can also be used to create subject lines and variationsUsing Content AI in Emails makes creating email content faster and more efficient while allowing for tailored Content based on specific business needsWho is this feature going to be useful for? The Content AI feature in emails can be helpful for businesses of all sizes that engage in email marketingIt can benefit individuals, small businesses, and larger organizations by providing a fast and efficient way to create email contentThe feature can help companies with limited resources, allowing them to create professional-quality emails without hiring a dedicated content writer or marketing specialistThe benefits of using Content AI for EmailsFaster and more efficient content creation: Content AI can generate outlines, introductions, and specific sections for emails, which can save time and reduce the effort required to create content from scratchTailored Content: Content AI can help businesses tailor their email content to specific contexts, such as promotional emails, introduction emails, coupons/discounts, recurring newsletters, testimonials, cold outreach, and content/giveawaysVariations for A/B testing: Content AI can create variations of email content, including subject lines, which can be used for A/B testing to determine the most effective ContentUsage-based pricing: Content AI is charged with usage-based pricing per word usage, making it a cost-effective solution for businesses of all sizesUser-friendly interface: Content AI is easy to use, with a drag-and-drop interface that allows users to create emails quickly and efficientlyHow to Enable Content AI? Access the feature using the Agency Settings >> Company option to enable Content AIThen, you can enable Content AIIt is available for all the plansBusinesses can set the re-billing by going to the SaaS configurator or Going to SubAccounts > manage clients if they are on 497plan with SaaSTo enable Content AI, users can access the feature by going to their account settings and allowing itGo to the Agency Settings >Company> Enable Content AI to enable Content AIPricing Content AI is charged with a usage-based pricing per word usageThe pricing is $0.09/1000 words* Please Note: The first 500 words are FREE for each sub-accountHow to get started with Content AI for the Email Text block? Go to Marketing> Emails > Email Campaigns>Create Campaign or Edit an existing campaignPlease Note: Content AI is available in Email Templates as well as and Email CampaignsFor Email Templates, head to Marketing>Emails>Templates>New, or Edit an existing template Inside the Email Builder, You can either drag and drop a new Text Block: Or you could edit an existing Text Block: Click on the Content AI button above the text editor block: It would be best to start by Selecting the context in the Select Context dropdownIt will ask you to choose the option of contexts like: promotional email introduction email coupon/discount recurring newsletter testimonial cold outreach content/giveaway other, if the email context is not mentioned in the dropdown and you'd prefer a broader categoryYou can then add the Content TitleThen write a Content Description of up to 3 linesYou also need to Select the Writing toneAnd then finally, you would need to choose the Number of Variations you want to create before you click on GenerateOnce you click on Generate, it should generate the desired variations, which may take five to ten seconds, depending on the Number of VariationsIt will then ask you which of the Variations you want to useClick on Copy next to the one you want to use, and then click ContinueHow to get started with Content AI for button blocks? Go to Marketing> Emails > Email Campaigns>Create Campaign or Edit an existing campaignPlease Note: Content AI is available in Email Templates as well as and Email CampaignsFor Email Templates, head to Marketing>Emails>Templates>New, or Edit an existing template Drag and drop a Button Element into the Email body, then click on Content AIEnter Content Description to describe what kind of text you want to generate; choose the Number of Variations you wish to create, and then click on GenerateIt will then ask you which of the Variations you want to useClick on Copy next to the one you want to use, and then click ContinueHow to get started with Content AI for the subject line? Once the Email Campaign content is created, Content AI is available in the subject line in the send and schedule screenYou will then need to provide a Content Description, Choose the Writing tone, and the Number of Variations you want to generate, and then click GenerateIt will then ask you which of the Variations you want to useClick on Copy next to the one you want to use, and then click Continue </s>
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<s>[INST] How to add a bump offer to your order form [/INST] </s>
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<s>[INST] How do I find my Agency's Relationship Number? [/INST] When you interact with our support, services, customer success or product teams they will request your Agency's Relationship Number. This allows us to distinctly identify your agency account so we can serve you better. Your relationship number is a 7 digit number that looks like X-XXX-XXX To find your agency's Relationship Number: Go to "Agency view" (located in the sub-account switcher dropdown in the top left corner of the side navigation bar) > "Settings" > "Company" > In the Company Data section you will see the Relationship Number as shown below. Please Note: All agency accounts will have different Relationship Numbers You can also find it by clicking blue question mark in the top right corner of your screen </s>
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<s>[INST] How to get started with the Developer's Marketplace [/INST] The OAuth API for the CRM Marketplace offers developers two types of access: Location Level Access (also known as Sub-Account) and Agency Level Access (also known as Company)These access levels provide comprehensive control over location data at either the individual location or agency-wide levelWith Location Level Access, developers can perform operations specific to a sub-account, while Agency Level Access enables them to manage data across the entire agencyThis distinction ensures efficient data handling and enhanced CRM Marketplace API v2.0 interoperabilityDeveloper Support Link: https://developers.gohighlevel.com/support Always provide all the details and a loom video if you can while creating a support ticket for developersCovered in this Article Glossary of terms: What is the OAuth Flow in the Developer's Marketplace? Usage Cases: How to use the oAuth V2 to configure Webhooks for your apps? FAQ Q: What is the Developer Marketplace? Q: How do I sign up for a developer account on the Marketplace? Q: What are scopes in the context of app settings? Q: How do I generate client credentials for my app? Q: Can you explain the process of OAuth with a custom application? Q: What is the purpose of the OAuthToken Redirect URL? Q: How can I create a webhook endpoint for my application? Q: How do I assign locations/accounts to my marketplace app? Q: What is the purpose of the authorization code in the webhook connection process? Q: How can I verify the webhook connection? Q: Can I create multiple apps on the Developer Marketplace? Q: Is there a limit to the number of scopes I can add to my app? Q: How often should I update my app's profile information? Q: Can I access user data through the Developer Marketplace? Q: Can I integrate third-party services with my app on the Developer Marketplace? Glossary of terms: GoHighLevel: GoHighLevel is a comprehensive platform that offers marketing, sales, and automation tools to help businesses grow and streamline their operationsGoHighLevel Website Developer's Marketplace: The Developer's Marketplace is a platform within GoHighLevel that allows developers to build and integrate their applications and tools using the GoHighLevel APIGoHighLevel Developer Documentation API (Application Programming Interface): An API is a set of rules and protocols that allows different software applications to communicate with each otherIn the Developer's Marketplace context, the GoHighLevel API enables developers to access and interact with GoHighLevel's features and dataAccess Token: An Access Token is a credential an app uses to access protected resources for a user or accountIn the Developer's Marketplace, developers obtain an Access Token through the OAuth process, which allows their app to make authenticated API requests to GoHighLevelThe Access Token is usually included in the Authorization header of API requestsUnderstanding Access Tokens AppID - This is the unique identifier for your marketplace applicationYou can find it below the app nameConversation Provider ID - This is the unique identifier for the type of provider a user installsYou can find it under the name of the conversation provider name if you have created conversation providers for your appRefresh Token: A Refresh Token is a credential that can be used to obtain a new Access Token without requiring the user to reauthorize the appIt provides a longer-lasting authorization mechanism and helps maintain continuous access to GoHighLevel resourcesWhen an Access Token expires, the Refresh Token can be used to obtain a new oneOAuth (Open Authorization): OAuth is an industry-standard protocol that enables secure app authorization and authenticationIt allows users to grant permission to apps to access their GoHighLevel data without sharing their login credentialsOAuth involves an authorization process where users are redirected to GoHighLevel to authenticate and grant access to the appOAuth 2.0 Introduction Redirect URI: A Redirect URI is the URL that GoHighLevel will send users after authorizing the app's accessDuring the OAuth process, users are redirected to the app with an authorization code or access token appended to the Redirect URI after granting permissionOAuth 2.0 Redirect URI Authorization Code: In the OAuth process, an Authorization Code is a short-lived credential obtained after a user successfully authorizes an appThe app exchanges this code for an Access Token and Refresh TokenOAuth 2.0 Authorization Code Grant Scopes: Scopes define the specific permissions and access rights an app requires to interact with GoHighLevelWhen creating an app, developers specify the necessary scopes that align with their app's functionalitiesScopes can include reading, writing, or managing permissions for different resources within GoHighLevelOAuth 2.0 Scopes and this resource is for Gohighlevel's OAuth ScopesEndpoint: An endpoint is a specific URL or URI representing an API resource or functionalityGoHighLevel's API exposes various endpoints that developers can access to perform specific actions or retrieve specific dataRequest: A request is a communication made by an app to the GoHighLevel APIIt includes the HTTP method (e.g., GET, POST), the URL or endpoint, headers, and required parameters or dataResponse: A response is the server's reply to a request made by an appIt contains the requested data, an acknowledgment of the action performed, and an appropriate status codeStatus Code: A status code is a three-digit number returned by the server to indicate the outcome of an HTTP requestCommon status codes include 200 (OK), 400 (Bad Request), 401 (Unauthorized), and 422 (Unprocessable Entity)HTTP Status Codes Distribution Type: Distribution Type refers to how an app is distributed or made available to GoHighLevel usersIt can be either Agency or Sub AccountAgency distribution allows the app to be used by all locations within an agency account, while Sub Account distribution limits usage to specific sub-accounts or individual locationsLocation ID: Location ID is a unique identifier assigned to a specific location within a GoHighLevel accountIt is used to differentiate and manage access at the location levelCompany ID: Company ID is a unique identifier assigned to a GoHighLevel company or accountIt helps differentiate and manage access at the company levelHashed Company ID: Hashed Company ID is a deprecated identifier that used to be associated with a GoHighLevel company or accountIt is no longer in use and is being phased outLive Server: Live Server refers to the actual production environment where the app interacts with GoHighLevel's API and real user dataIt is the server where the app is deployed and accessible by usersSDK (Software Development Kit): An SDK is a set of tools, libraries, and documentation developers use to build applications for a specific platform or frameworkGoHighLevel provides an SDK that facilitates the integration of custom apps with its APIAuthorization Header: The Authorization Header is an HTTP header that includes authentication credentials in API requests, such as an Access TokenIt typically takes the form "Authorization: Bearer {access_token}"Understand the Authorization Header API Key: An API Key is a unique identifier or code provided to developers granting API accessIt serves as a form of authentication when making API requestsCallback URL: A Callback URL is where an app expects to receive callbacks or responsesIn the Developer's Marketplace context, the Callback URL is the endpoint that receives the authorization code or access token after the user grants permission during the OAuth processLearn more about Callback URLsJSON (JavaScript Object Notation): JSON is a lightweight data-interchange format that is easy for humans to read and write and for machines to parse and generateIt is commonly used for structuring data in API requests and responsesIntroduction to JSON Parameters: Parameters are additional values included in an API request to provide specific instructions or filter the desired dataParameters can be used to specify search criteria, sorting preferences, or pagination optionsUnderstanding API Parameters Pagination: Pagination is dividing a large data set into smaller, more manageable parts called pagesAPI responses often include pagination information, such as the number of items per page and the total number of pages, allowing developers to retrieve data incrementallyImplementing Pagination in APIs Rate Limiting: Rate Limiting is a mechanism APIs use to restrict client or user's requests within a specific periodIt helps maintain API performance and prevent abuseWebhooks: Webhooks are HTTP callbacks or notifications sent from one application to another when a specific event or trigger occursIn the Developer's Marketplace context, developers can configure webhooks to receive real-time updates or data from GoHighLevel, such as new leads or contact informationEvent: An Event refers to a specific occurrence or action within an application or systemIn the context of webhooks, events are triggers that prompt sending a webhook notificationRequest: A Request is an HTTP message sent from a client (such as an application) to a server (such as an API) to initiate an action or retrieve dataIt includes information such as the requested URL, method (GET, POST, etc.), headers, and optional bodyHTTP Request Methods Response: A Response is the HTTP message a server returns to a client in reply to its requestIt contains the requested data or indicates the status and outcome of the requestHTTP Response Status Codes GET: GET is an HTTP method to retrieve server dataIt is commonly used for fetching resources or information from APIsGET method in HTTP POST: POST is an HTTP method to submit data to a serverIt is typically used for creating new resources or sending data to be processed by APIsPOST method in HTTP PUT: PUT is an HTTP method to update or replace existing data on a serverIt replaces the entire resource with the new data provided in the requestPUT method in HTTP DELETE: DELETE is an HTTP method that removes or deletes a resource from a serverIt instructs the server to delete the specified resourceDELETE method in HTTP Front-End Development: Front-End Development involves building the user-facing components of a software applicationIt typically includes HTML, CSS, and JavaScript developers to create interactive and visually appealing interfacesBack-End Development: Back-End Development focuses on the server-side components of a software applicationIt involves implementing the logic, data storage, and processing necessary to support the application's functionalityWhat is the OAuth Flow in the Developer's Marketplace? The GitHub Repository mentioned in the video is accessible herePostman tool Gohighlevel Developers Marketplace Gohighlevel Developers Community The OAuth Flow in the Developer's Marketplace typically consists of the following steps: App Registration: Developers register their applications on the Developer's Marketplace, providing necessary details and defining scopesThey receive a Client ID and a Client Secret, unique identifiers for their applicationAuthorization Request: The application directs the user (usually via a browser) to the Marketplace's authorization serverThe authorization request includes the Client ID, the requested scopes, and a redirect URL, a location in the application where users will be sent after authorizationUser Consent: The user logs into the Marketplace and reviews the application's request to access specific details (as defined by the scopes)If the user agrees, they are redirected to the provided redirect URL, with an authorization code appended as a query parameterAuthorization Grant: The application receives the authorization code and verifies itThe application then makes a POST request to the authorization server, including the authorization code, Client ID, and Client SecretAccess Token Issuance: If all the submitted details are correct and the authorization code is valid, the authorization server issues an access token to the applicationThe application can now use this access token to make requests to the API on behalf of the user, limited to the scopes defined earlierAPI Call: The application includes the access token in the header when making API callsThe server allows the requested operation if the access token is valid and has the necessary scopesToken Refresh: Access tokens have a limited lifetime and must be periodically refreshed using a refresh token (if provided by the authorization server)The application requests the server with the refresh token; a new access token is issued if it's validRemember, OAuth is a delegation protocol, handy in scenarios where the application must act on users' behalf without requiring users' credentialsThe actual flow might vary slightly based on the implementation of the Marketplace, but the basic principles remain the sameUsage Cases: Managing Contacts: Use the contact management APIs to create, update, search, and delete contacts, enabling efficient customer relationship managementConversations Management: Implement the Conversations API to retrieve, update, and delete conversations, allowing for streamlined customer communicationMessage Automation: Leverage the messaging APIs to send and schedule automated email and SMS messages, enhancing customer engagement and lead nurturingForm Submissions: Implement the forms APIs to capture and manage form submissions, enabling lead generation and data collectionLink Management: Use the links API to create, update, and delete links, allowing for effective tracking and management of URL linksLocation Tagging: Utilize the location tags APIs to assign and manage tags for different locations, facilitating organized categorization and filteringCustom Field Management: Implement the custom fields APIs to create, update, and delete custom fields, enabling flexible data organization and customizationCustom Value Management: Use the custom values APIs to create, update, and delete custom values associated with contacts, enhancing data personalizationTemplate Management: Leverage the email and SMS template APIs to create, retrieve, and update templates, facilitating consistent and efficient messagingOpportunity Management: Utilize the opportunities APIs to create, update, and delete opportunities, enabling effective sales pipeline managementNote Creation: Implement the create note API to add notes to customer profiles, facilitating easy documentation and information sharingTask Management: Use the task APIs to create, update, and delete tasks, enabling efficient task tracking and workflow managementAppointment Scheduling: Leverage the appointment APIs to create and update appointments, facilitating easy scheduling and calendar managementOrder Processing: Utilize the order APIs to create, update, and manage customer orders, streamlining the order fulfillment processCustomer Management: Implement the customer APIs to create, update, and delete customer profiles, facilitating comprehensive customer relationship managementUser Management: Use the user APIs to create, update, and delete user accounts, facilitating user administration and access controlWorkflow Automation: Leverage the workflow APIs to create, update, and delete workflows, enabling automated business processes and task automationSnapshot Retrieval: Utilize the snapshot APIs to retrieve and manage snapshots of data, allowing for historical data analysis and reportingThese usage cases demonstrate how the developer marketplace's APIs can be applied in various practical scenarios to enhance productivity, automate processes, and optimize business operationsHow to use the oAuth V2 to configure Webhooks for your apps? To configure webhooks for your application, follow these steps: Step 1: Sign up for a developer account Go to https://marketplace.gohighlevel.com and sign up for a developer account if you haven't alreadyStep 2: Create an app After signing in, go to "My Apps" and click "Create App" to create a new appStep 3: Fill in the profile information Fill in all the required profile information for your appMake sure to mark the app as publicApp Name: The "App Name" refers to the name or title given to your applicationIt is a unique identifier representing your app within the developer marketplace and helps users quickly identify and distinguish it from other appsApp Type: Public, Private: The "App Type" determines the accessibility and visibility of your applicationPublic App: A public app is available for anyone to use and accessIt is listed in the developer marketplace and can be installed by users with the necessary permissionsPrivate App: A private app is restricted to a specific group or individualsIt is not publicly listed in the Marketplace and requires an invitation or authorization to access and useDistribution Type: Agency, Sub Account: The "Distribution Type" specifies how your app is distributed and made available to usersAgency Distribution: If you choose the agency distribution type, your app will be accessible to all accountsThis means that all agency members or sub-accounts can install and use the appAll Sub-Account Distribution: With the sub-account distribution type, your app is limited to a specific sub-account within your agencyOnly users belonging to that particular sub-account can install and use the appStep 4: Add scopes In the app settings, add the required scopes for your appRefer to the documentation (https://highlevel.stoplight.io/docs/integrations/6444956c5219f-scopes) to determine the necessary scopesStep 5: Generate client credentials Create a client key for your appSave the generated Client ID and Client Secret, as needed, in the next stepsStep 6: Set up the OAuth endpoint Create a GET endpoint in your application that will handle the OAuth processRefer to the documentation (https://highlevel.stoplight.io/docs/integrations/00d0c0ecaa369-get-access-token) for more details on how to obtain the access tokenTo create a GET endpoint for OAuth in your application: Choose a route for your endpoint (e.g., "/OAuth/callback/gohighlevel")Configure your application to listen for requests to this routeWhen a user authorizes your application, GoHighLevel will redirect them to your endpoint with a "code" parameterRetrieve the "code" parameter from the requestStore the code securelyMake a POST request to GoHighLevel's "/OAuth/token" endpoint with the code, client ID, client secret, grant type, and redirect URICapture the response from the POST requestExtract the access token, token type, expiration time, refresh token, and other relevant information from the responseStore the access token securely in your applicationYou can now use the access token to authenticate GoHighLevel API requestsFollowing these steps, your GET endpoint will handle the OAuth process by exchanging the code for an access token and securely storing it for future API interactionsStep 7: Configure OAuth settings Set the OAuthToken Redirect URL in your app settings to the endpoint created in the previous stepStep 8: Create a webhook endpoint Create a POST endpoint in your application to receive and process webhook eventsThis endpoint should be able to handle the JSON body of the eventStep 9: Set up webhook URL Enter the URL of your webhook endpoint in the app settingsStep 10: Assign locations/accounts to your app Sign into an agency administrator accountOpen a new browser tab and go to your app in the MarketplaceClick "+ Add App" and search for/select the desired account/location to add the webhookStep 11: Retrieve the authorization code After successfully adding the app, you will be redirected to the Marketplace App page with an updated URLCopy the query string parameter "code" from the URL (e.g., code=c40216d8574eb90abe0c884058fa9f5101085exx)Step 12: Open a new browser tab Open a new browser tab and enter the following URL: YOUR_REDIRECT_URL?code=CODE Replace YOUR_REDIRECT_URL with your app's redirect URL and CODE with the authorization code copied in the previous stepStep 13: Verify webhook connection If the response from https://services.leadconnectorhq.com/oauth/token was successful and you received the access token, the webhooks should now be connectedBy following these steps, you should be able to configure webhooks for your application and connect them to the desired accounts/locationsRefer to the documentation provided for detailed information on each stepFAQ Q: What is the Developer Marketplace? A: The Developer Marketplace is a platform provided by HighLevel where developers can create and distribute their custom applications and integrations for use with the HighLevel CRMQ: How do I sign up for a developer account on the Marketplace? A: To sign up for a developer account on Marketplace, go to the website (https://marketplace.gohighlevel.com) and click the sign-up buttonFollow the prompts to create your accountQ: What are scopes in the context of app settings? A: Scopes define the permissions and access levels your app requires to interact with the HighLevel CRMYou need to add the appropriate scopes to your app settings based on the functionalities your app needsQ: How do I generate client credentials for my app? A: In the app settings, there is an option to generate client credentialsClick on it, and you will receive a Client ID and Client Secret that you can use for authentication and authorization purposesQ: Can you explain the process of OAuth with a custom application? A: OAuth is a protocol for secure authorization between your custom application and the HighLevel CRMYou must create a GET endpoint in your application to handle the OAuth processThis endpoint will receive a code parameter, which you will use to request an access token from the HighLevel APIQ: What is the purpose of the OAuthToken Redirect URL? A: The OAuthToken Redirect URL is the endpoint in your application where the access token will be sent after the OAuth process is completed successfullyIt should be defined in your app settingsQ: How can I create a webhook endpoint for my application? A: To create a webhook endpoint, you must set up a POST endpoint in your application to receive and process JSON payloads sent by the HighLevel CRMThis endpoint will handle webhook events and trigger the necessary actions in your appQ: How do I assign locations/accounts to my marketplace app? A: You can assign locations/accounts to your marketplace app as an agency administratorOpen the app in the Marketplace, click on "+ Add App," search for the desired account/location, and select it to establish the webhook connectionQ: What is the purpose of the authorization code in the webhook connection process? A: The authorization code is a unique code generated during the webhook connection processIt is a temporary authorization token exchanged for an access token, allowing your app to interact with the HighLevel API securelyQ: How can I verify the webhook connection? A: After completing the webhook connection process and receiving the access token, you can verify the connection by testing your webhook endpointTrigger a test event in the HighLevel CRM and check if your endpoint receives and processes the event correctlyQ: Can I create multiple apps on the Developer Marketplace? A: Yes, you can create multiple apps on the Developer MarketplaceEach app can have its own unique profile, settings, and webhook configurationsQ: Is there a limit to the number of scopes I can add to my app? A: There is no specific limit to the number of scopes you can add to your appHowever, it is recommended only to include the necessary scopes that your app requires to minimize unnecessary permissions and improve securityQ: How often should I update my app's profile information? A: Keeping your app's profile information current is a good practiceIf any significant changes to your app, such as new features or improvements, update the profile to provide accurate information to potential usersQ: Can I access user data through the Developer Marketplace? A: You can access user data through the Developer Marketplace by utilizing the appropriate scopes and APIs provided by the HighLevel CRMHowever, handling user data responsibly and complying with relevant data protection regulations is essentialQ: Can I integrate third-party services with my app on the Developer Marketplace? A: Yes, you can integrate third-party services with your app on the Developer MarketplaceAs long as the integration adheres to the platform's guidelines and the necessary APIs or webhooks are available, you can enhance the functionality of your app by connecting it with external services </s>
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<s>[INST] Differences in Premium Action Visibility: Agency Users View vs Account Users View When Disabled [/INST] If LC - Premium Actions are not enabled on your agency: Agency Admin View: Account Admin/Users View: </s>
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<s>[INST] What is Email Deliverability? - A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox [/INST] What is Email Deliverability? A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox “I think my deliverability is ok…” What does that mean? Where do we see Deliverability? First, let’s make sure we’re on the same page regarding the difference between “Delivered” and “Deliverability” because they are very different! *DELIVERED* This is the stat you see in your SMTP dashboard or in your Highlevel email stats (along with opens, replies, clicks, bounces, complaints, etc.) Examples: [Mailgun Dashboard] [Highlevel Campaign] Delivery just means the email got to the recipient mail server – somewhere – could be the inbox, spam, promotions, updates – who freaking knows where it landed??? It’s also possible the mail server will choose not to hand it off to the email account, but that’s not as likely since most mail servers would prefer to outright reject the email and provide that feedback to the sender..You know..like when the postal carrier marks your package as "delivered" in their system, but it's nowhere to be found in your mailbox so you start hunting around your doorstep and asking neighbors if they got it by mistake, but it’s nowhere to be found ? (sorry..went off on a tangent there!) A good Delivery rate is 98%+ Because – what’s the alternative? The opposite of Delivered is Undelivered… meaning it didn’t get delivered AT ALLIt failed or bounced or got rejected by the receiving mail server – none of those are what we wantNOTE: Delivered is a stat MOST email marketing tools DO NOT share with you! Why? Because they’d have to answer to itInstead, they show how many people went into a campaign or automation, then skip right over Delivered and just show the Open rateFor those using Mailgun with Highlevel, every stat is visibleSo, unlike other email tools, Highlevel lets you have full visibility into your delivery rates, and direct communication with your own SMTP provider, which means the power is entirely in your hands to get the best possible results from your email marketing effortsTHIS is why I love the Highlevel/Mailgun combination so much! No other email toolset gives this much opportunity for excellent deliverability*DELIVERABILITY* Unlike Delivery, Deliverability is a stat you don’t see anywhereDeliverability = Inbox Placement… in other words your Inboxing Rate – how much of your email hits the Inbox vsother folders (like Spam or Junk or Promotions…) or not delivering at allEmail Service Providers do not provide this level of detail in their feedback loops, so we don’t actually see stats related to which folders our email is landing in - only if it was deliveredA Good Deliverability rate would obviously be ?% Although, there’s no such thing as 100% to the inbox, every time, it’s important to understand some of the factors that play into it, so we can come as close to 100% as possibleThings like: IP and domain reputation Reputation is KEY! Many, many things affect reputation, but there are 2 main categories that weigh heavily… Volume and Consistency, and the almighty Engagement (opens, clicks, replies, bounces, complaints, unsubscribes)For more information on stats, check out “What Email Deliverability Stats Should I Look For?”Individual Email Service Provider (ESP) filtering preferences Google, Yahoo!, Outlook, etc- they don’t all filter exactly the same… There are 100s of things that play into email deliverability, but none of these companies provide a whitepaper with their filtering logic Authentication Those pesky DNS records - the SPFs, DKIMs, and DMARCs of the worldAnd don’t forget your MX records… if those aren’t configured correctly that could also land you in spam or even prevent deliveryDomain age Whether it’s a root domain or a subdomain, age factors into warm-up considerationsTreat your new domain like a first date… the goal being to get a second dateWhen you show up at the door with a new domain, you have no history and no reputation, so make sure to start sending slow and don’t rush thingsA good reputation can overcome a young domain ageDomain suffix Some of them have a bad rep from the start! The most trustworthy domain suffixes are .com, .co, .net, and .org (.edu and .gov for those who can use them) There are others that work well and some that can send you directly to the spam folderSee how your domain suffix rates hereSubject line and body copy What you say, mattersOne time I took the word FREE out of a subject line, and that alone improved Deliverability by 7%! Stay away from known spammy words/phrases like “click here”, “opportunity”, “free”, “100%”, etcBlacklistings The dreaded “Black Spot”There are actually different types of blacklists and different reasons for ending up on oneSome cause huge problems, and some are just temporaryCheck to see if your domain or IP is blacklisted hereLink types, link length, number of links, link reputation Even a simple signature tool can have a dramatic effect on deliverabilityKeep in mind, having a link in your email that’s associated with a blacklist or has a bad reputation makes your email “guilty by association”, so make sure any links used inside your email are ones you trust and/or controlText to HTML ratio There’s a time and a place for “fancy” email templatesThe general rule is 60:40, leaning heavy on the text sideThe audience know/like/trust factor and previous engagement can weigh in on how much HTML you can get away withAlso, it’s important to testIt may be that the heavier HTML, even though decreasing deliverability, may still win on conversionsVolume and consistency How much you send, how fast you send it, and how often you send..All of these factors can affect your domain or IP reputation, which can then affect your deliverabilityThink of what a “spammer” would do… sends a lot, all at once, more interested in just shoving the email out than concerning themselves with nurturing the recipient relationshipDon’t be like a spammer(see Domain Age) Recipient email behavior Believe it or not, how the user interacts with their own email account factors into how your email might be directedLearning to factor recipient behavior into your deliverability strategy will take you much further than most marketersAnd many others..We don’t have control over every factor that plays into Deliverability, but it’s important to isolate the things we CAN control - even if just a little bit, and then just do everything we can to control them entirely*Look for more detailed articles on some of these factors coming soon! Need Some Help? This article touches on a handful of things that affect whether or not your email gets delivered to the Inbox, but there are 100s of things that play into deliverability, and every situation is uniqueProper setup/configuration is necessary to get you TO the inbox, but it’s the behavioral stuff that ensures you STAY thereIt’s virtually impossible to troubleshoot email deliverability issues over a Facebook post, helpdesk chat, or ticketTroubleshooting properly requires an understanding of all the factors and thorough analysis in order to properly troubleshootIf you’re struggling to get your emails to the inbox, or even if you just want to look at ways to turn your email marketing up a notch, please book a call with Krystin at Email2Inbox </s>
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<s>[INST] Web URLs and Links [/INST] This article will provide a deeper view into bot training via Web URLs and points to keep in mindIn This Article Steps to training your bot using Web URLs URL Crawling Modes 1Exact URL 2All URLs in this Domain 3All URLs with this Path Uploaded Links Table Steps to training your bot using Web URLs Go to "Bot Training" Enter an entire URL (along with Https://) and choose one of the three web crawling mode (explained below) Wait for the URLs to be fetched and crawled Select the URLs and hit "Train Bot" Each URL is trained and added to the table below with its status(Wait for all URLs to be trained before using the bot) URL Crawling Modes 1Exact URL This is the recommended option for precise trainingWith the Exact URL method, the bot will crawl the exact URL provided and train itselfSteps: Choose the option "Exact URL." Enter the URL you want to crawl and hit "Get Data." The URL is crawled and the bot is trained on it and added to the Uploaded Links Table 2All URLs in this Domain Train your bot with a broader range of information from a specific domainThe bot will crawl all the pages and links on the specified domain and provide you with the option to select which URLs to train fromSteps: Choose the option "All URLs in this domain." Enter the URL and hit "Get Data." Wait for the pages to load, and then you'll be presented with a list of available URLsChoose the pages that will be relevant to training the bot and hit "Train Bot." During page selection (Step 4 above), you'll encounter two lists: New Pages - Fresh URLs not part of the bot's current training dataSelecting them will add them to the "Uploaded Links" table once the training is completed Existing Pages - URLs already part of the bot's current training dataset and visible in the "Uploaded Links" table belowSelecting them will refresh all the URLs selected 3All URLs with this Path The bot will crawl all pages on the provided URL and allow you to select which pages to train from, based on the existence of the specified path in the page URLThe further steps are the same as "All URLs in this Domain" Uploaded Links Table All the links/URLs that the bot has been trained on are visible in the Uploaded link tableTrained URLs can be refreshed (retrains the bot on the latest information) or deleted (information will be removed from the bot's knowledge base) Each URL will have one of these 3 statuses: Getting Data - The bot is training again on this URL ie the URL's information is being refreshed Trained - The bot successfully learned from this URLThe "Last data refreshed at" is also visible which can be used to identify if a data refresh is required Failed - The bot failed to train for this URLYou can either refresh and try again or delete the URL - URLs are not instantly added to the Uploaded Links tableWait for all URLs to appear in the table before using the bot - Maintaining concise & relevant data significantly boosts the bot's performanceRegularly review & remove old URLs from Uploaded Links table for better responses </s>
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<s>[INST] Facebook Conversion Leads Walkthrough [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=vykaW92dqlc https://www.youtube.com/watch?v=t10HwNSdaSQ Facebook Conversions API aims to connect your marketing data directly with Funnels and Workflows in LeadConnector and Facebook Meta that help optimize ad targeting, decrease cost per result, and measure outcomesWith Facebook Conversion API, you can collect the people who are more likely relevant audiences for running your ads for retargetingIt is a setup for your business to upload server events for your web trafficCovered in this Article What is the difference between Funnel Events and Lead Events in Facebook Conversion API? How to set up FB CAPI (Conversions API) Lead Event? Step 1: Create an FB Pixel: Step 2: Create two FB Conversions API WorkflowsWorkflow -1 to Create/Update Opportunity Workflow -2 to send Conversion data to FB Conversion API What is the difference between Funnel Events and Lead Events in Facebook Conversion API? In LeadConnector, we support two types of Facebook Conversion APIFunnel Events - The events are sent from a web server to record the events when the user visits the page, adds products to a cart, purchase, subscribe, submit an application, and moreTo learn more about how to set up Funnel Event Pixel using FB CAPI, please read this articleLead Events - The LeadConnector CRM sends the events with how the Lead moves across the pipeline stagesFor example, a Business creates a pipeline name Lead GenerationThe leads are moving across the pipeline stages, from new leads to booked or abandoned onesWith Lead events, LeadConnector CRM sends the data to Facebook Conversion API - with CRM being the data sourceConversion Leads - Facebook conversion leads integration helps your Facebook lead ads Instant Forms optimize for the quality of leads instead of the volume of leadsWhen users submit the Instant form, their contact information is captured and synced in Highlevel's CRMThis contact information can then be used to follow up with the leads to nurture them and move them further down the sales funnelAs each Lead moves through the sales funnel, the Conversion leads integration allows the advertiser to share the lead status with Meta, which allows Meta to optimize the lead ad for increased lead-to-sales Conversionwill enable Guidelines to ensure your business is a good fit for the Conversion Leads integration: Use Facebook/Instagram Lead Ads (Instant Forms) [Facebook form field mapping inside LeadConnector is used] Ensure the 15-16 digit Meta Lead ID is mapped to your CRM Generate at least 250 leads per month Can upload data regularly at least once per day The lead stage you want to optimize for occurs within 28 days of leads being generated The lead stage you want to optimize for has a 1% - 40% conversion rateHow to set up FB CAPI (Conversions API) Lead Event? Step 1: Create an FB Pixel: Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tabEnsure you are connected to the correct Ad Account with all the required Access to that FB PageHead over to the left sidebar and then click on Connect Data Sources Choose CRM in the options that show up, and then hit ConnectPlease Note If you are looking to send a Funnel Event using Facebook CAPI from LeadConnector for funnel events, select the web option here for recording the eventsIt will show you a popup with Best Practices and a button to click NextThe Best Practices are Facebook suggestions on how to utilize this capability bestClick on Next to proceedClick on Create New Pixel or Use an existing pixel from the list for collecting the dataClick Continue when the pixel details are addedIt will take you to your FB Events Manager> Data Sources> SettingsHit Continue in front of Choose Your CRM Search for LeadConnector in the search bar, and choose LeadConnector from the dropdown: Select Use a third-party partner to connect in a few steps (no coding required), then choose LeadConnectorThen click on Go to Partner to proceedIt will ask you to grant LeadConnector permission to connect with your Facebook Conversions API, and then your CRM should be connectedPlease Note Prerequisite for Facebook CAPI - Lead Events 1In CRM, please go to Settings > Integration > Check the Facebook account is connected with admin permissionsPlease ensure that your FB Business Page, which you are an admin of and have all access to, is integrated and the correct FB lead Form is mapped in your CRM account2In Facebook From Field Mapping, the form should be mapped correctly and the status should be enabledFacebook form mapping has moved under location settings > integrations > Facebook Form Field MappingHere is a list of the supported custom fields which include multiple and single option custom fields as wellStep 2: Create two FB Conversions API WorkflowsPlease Note You need to create Two Workflows for this process to work effectivelyThe first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity ActionOnce a lead is captured, it is important to ensure that it is properly tagged and categorized in the correct Pipeline and Stage so that it can be effectively managed and tracked as it moves through your sales funnelThe second workflow focuses on triggering events for Facebook conversion leadsThe goal of this workflow is to get fired off by a lead being moved to a specific pipeline stage and then a Facebook Conversions API workflow action pushing them to FB CAPIBy combining these two workflows, you can create a comprehensive lead generation and management system that is optimized for Facebook conversion leadsThis can help you generate more qualified leads, convert more customers, and grow your business over timeTo send a CRM event from your CRM, you need to create a workflow that does thatFor now, you can navigate away from the FB Events Manager> Data Sources> Settings (but keep it open in a tab in your browser)and head over to your CRM accountWorkflow -1 to Create/Update Opportunity Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new WorkflowAdd a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow) You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only: After this, add another trigger for "Facebook Conversion Api"Add the required details for Access Token, Pixel ID and Stage NameAnd then add the action for Create or Update OpportunitySpecify the Pipeline and Pipeline Stage for this actionThe Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: Toggle on Allow Duplicate Opportunities for this particular WorkflowIMPORTANT Note - In Workflow Settings, please Allow Multiple contactsMake sure to save your actions and then save and Publish the WorkflowWorkflow -2 to send Conversion data to FB Conversion API Create another workflowAdd the Pipeline Stage Change trigger and a Facebook Conversion API actionChoose Lead Event as the Event Type Make sure to save your actions and then save and Publish the WorkflowNavigate to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access TokenCopy the generated Access TokenPaste it in the Access Token field of your Workflow's FB Conversion API ActionNavigate to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Pixel IDPaste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API ActionFill in the Stage Name; it should accurately represent your Pipeline and Pipeline Stage name for better reportingSelect it using the tag icon at the end to add the custom value of the opportunity pipeline and stagesSave the Action, save and Publish the Workflow Save the Action, Save and Publish the WorkflowIMPORTANT Note - In Workflow Settings, please enable Allow MultipleYou can test your Workflow using the Lead Ads Test ToolChoose the correct Page and Lead Ad Form, then Create a LeadThe Event should be picked up by your Events Manager, who is actively waiting for Events sent by your WorkflowIt takes up to a day to successfully pick up an event sent by your WorkflowOnce the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the WorkflowOnce this is completed, check the workflow status as executed and the conversion API event in Event Manager11Return to the “settings” tab in Events Manager to track the progress of the Conversion Leads integration </s>
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<s>[INST] Service Calendar [/INST] A Service Calendar is a tailored calendar type created to simplify the scheduling process of service-based businessesIn this calendar type, users can create different services they offer, group them together by categories, and display all of them in one single scheduling link - the Service MenuThese calendars seamlessly integrate with your staff's availability, allowing you to configure your team members, assign services to specific groups, set the service duration and accept payments from customers during the booking processGuide on How to Create a Service Calendar Step 1: Navigate to Calendar Settings and Input the Essentials Step 2: Add your Service Details Step 3: Configure the Availability Step 4: Forms & Payments Step 5: Notifications, Additional Options & Customizations Step 6: Rooms and Equipments Related Article Service Menu Rooms and Equipments How to Enable Service Calendars? Go to Calendar SettingsClick on "Preferences." Under "In-App Preferences," toggle the "Service Menu" option to turn it onYou will now see "Service Calendar" under "Create New Calendar" Note: Only agency admins can access this setting How to create Service Calendars? Step 1: Navigate to Calendar Settings and Input the Essentials Start by logging in to your sub-account > Go to Calendars > Calendar Settings Within the Calendars Tab, click "Create Calendar," then choose the "Service Calendar" optionInput the Essentials: Provide the necessary information for your service calendar such as: Service Name: Give your calendar a descriptive nameService Description: Add a brief description to help users understand the purpose of the calendarStaff Assignment and URL: Select the staff members who will be assigned to the service you're creating the calendar forAdditionally, define a calendar slug or URL that will determine the link to your calendarDuration: Specify the duration of your service Availability: Set your calendar's availability You can customize your service calendar further with Advanced OptionsSimply click on Advanced Settings Button Step 2: Service Details Upload your Service Logo - This is the image that will appear on the Appointment Booking Widget for your Service Calendar Note: Service Logo will be visible only for the appointment widget of a single service calendarFor Service Menu / Groups, Service Cover Image should be usedLink to Service Menu: If you intend to add this Service Calendar to your Service Menu (where all your services are showcased on one page), ensure you select a group for the calendarThink of a group as a way to categorize similar services togetherFor example, you could create a group named "HAIR" and assign service calendars like "Hair Cut," "Hair Spa," and "Hair Coloring" to itNote: Service Calendars can be used in a Service Menu as well as in a Group You can also customize your Appointment Invite TitleThis is the title for the Calendar event that shows in Google Calendar, Outlook, Apple Calendar, etc Event Color - Choose the event color that you would like to assign to this calendarRemember, colors get synced to events in Google CalendarsService Calendars are primarily meant to cater to physical services; hence, we do not support the addition of any Meeting Location including Zoom / Google Meet in a service calendarStep 3: Availability Weekly Working Hours: Set your regular, weekly working hoursThis is useful for setting up your default schedule that repeats week after weekDate Specific Hours: Set Date specific hours that allow you to customize your availability or unavailability for specific datesYou can add specific dates and define hours applicable only to those datesAppointment Duration: Set the length of each appointmentPost Buffer time: Add extra time after appointments for preparation or transitionMinimum Scheduling Notice: Set the required advance notice for appointment bookings, specifying how many hours or days before an appointment should the booking be closedDate Range: Define how many days into the future appointments can be bookedNote: The slot interval in the Service Calendar is set to 15 minutes by default and cannot be altered Step 4: Forms & Payments Forms - You have the flexibility to choose how you gather client informationYou can either opt for the default form, which collects standard details like Name, Email, and Phone number, or create a custom form tailored to your specific needsTo use a custom form, create it in Sites > Forms > Builder, and then select it from the dropdown menu on the calendarYou can also: - Toggle the consent checkbox on/off- Customize the consent messageNote: Custom forms will only apply to bookings made directly on a Service CalendarFor bookings made through the Service Menu, default forms will be usedConfirmation Page - After an appointment is booked, you can decide how you'd like to present the confirmation to the userYou can choose between displaying a thank you message on the same page or redirecting the user to a specific URL of your choicePayments - If you want to accept payments for bookings, ensure that your payment gateway is integratedOnce set up, you can specify the payment amount and start collecting paymentsIt's important to note that payments are only applicable to the main attendee and not for guestsStep 5: Notifications, Additional Options & Customizations Notifications: You can select who should receive appointment notifications, and whether to allow google to send invitation or update emails to attendeesYou can also determine whether contacts should be assigned to their respective staff member each time an appointment is bookedCustomizations - Service Cover Image: In this section, upload a service cover image that will be displayed in the service menuThis image will be visible in the Neo Group WidgetCustomizations - Additional Notes: Anything entered here will be included in the Google invitationPlease ensure that "Allow Google Calendar to Send Invitations" is enabled from 'Notifications' settings for this feature to workStep 6: Rooms & Equipments You can select from a list of rooms and equipments that have been createdThis will associate the selected rooms / equipments with the service calendar and will be booked along with this calendarFinally, click on save and Voila, your Service Calendar is ready to be booked! Key Highlights 1This calendar enables contacts to make bookings for multiple services for themselves or combine services for multiple participants (themselves and their guests)2The calendar operates with a default 15-minute slot interval, which ensures efficient schedulingWhile this interval is fixed, you have the flexibility to add buffer times between appointments, giving your staff the time they need to prepare for the next client3Crucially, the availability of the service calendar is directly linked to the schedules of the staff members assigned to itHence, there is no option to configure the Calendar AvailabilityThe calendar will consider the availability of only it's assigned staff membersIf a staff member is unavailable at a given time, the calendar will reflect this unavailability4If you wish to display different services on a single scheduling link (The Service Menu), it is important to first create the desired groups, then create your service calendars and assign them to the respective groups, and finally create your Service Menu </s>
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<s>[INST] Workflow - Adding and Removing Followers for Contacts [/INST] Utilize the workflow actions "Add Contact Followers" and "Remove Contact Followers" to update followers for a contact automatically. This action can be added to your existing workflows enhancing the ease of managing followers for your business TABLE OF CONTENTS Step 1: Select workflow action - "Add Contact Follower" / "Remove Contact Follower" in the "Contact" Category Step 2: Use the "Add contact Follower" action to add followers to a contact Step 3: Use the "Remove Contact Follower" action to remove chosen or all followers of a contact Step 1: Select workflow action - "Add Contact Follower" / "Remove Contact Follower" in the "Contact" Category Step 2: Use the "Add contact Follower" action to add followers to a contact Step 3: Use the "Remove Contact Follower" action to remove chosen or all followers of a contact Utilize the toggle to removes all followers from a contact </s>
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<s>[INST] Sub-Account Transfers: All you need to know [/INST] A sub-account transfer is the movement of a sub-account from one Agency (Releasing Agency) to another Agency (Receiving Agency)It is not a merge, we cannot merge the data of one sub-account and put it in another, nor can we transfer the sub-account partially (some data not other)TABLE OF CONTENTS Steps to Transfer a Sub-Account to Another Agency (Send) Steps to Receive a Sub-Account from Another Agency What all information and assets are transferred over? IMPORTANT: What all information and assets are not transferred over? Phone Number Transfers Sub-Account Transfer FAQs Steps to Transfer a Sub-Account to Another Agency (Send) Step-1: Go to Agency Level > Sub-AccountsGo to Manage Client for the sub-account that needs to be transferredStep-2: Select Actions > Transfer Sub-account Step-3: Enter the Relationship Number of the agency that you need to transfer the sub-account toStep-4: A request will be sent to the receiving agency upon confirming the actionThe sub-account will be transferred as soon as the request is approvedTracking: In order to track your sub-account transfer requests, go to Agency Level > Sub-AccountsSelect the Sub-account Transfers optionNavigate to the Send tabTransfer requests can also be canceled by selecting 3-Dot Menu > Cancel RequestFrom within the app, only one sub-account can be transferred at a timeTo learn how to transfer sub-accounts in bulk, please reach out to support or check this out: Sub-Account Transfer FAQs Steps to Receive a Sub-Account from Another Agency Step-1: The releasing agency needs to follow the above steps to raise a transfer requestStep-2: Once the request has been raised, you will get an email regarding the sameClick on the Review Request buttonAlternatively, go to Agency Level > Sub-Accounts and select the Sub-account Transfers optionStep-3: On the Transfer Requests page, Approve the requestSub-account will be transferred to your agency as soon as the request is approvedWhat all information and assets are transferred over? Websites and funnels will all be transferredGHL calendars will get transferred overNote: The external calendar integrations will be disconnectedAll automation will be transferred overNote: They will all be set to draftContacts and their conversations, appointments, opportunities, and history will be transferred overAll users with User Type 'Account', and only assigned to that particular sub-account and no other sub-account will be transferredIMPORTANT: What all information and assets are not transferred over? All auth connections will be deleted (ex: Google, FB, Instagram, Quickbooks, Clio, DrChrono, Yext) All Facebook and Google settings will be cleared Sub-Account-level Stripe fields will be cleared Any SaaS setting will not be transferred overNote: SaaS mode will automatically be disabled before the transfer takes placeSmartlists do not get transferred over with the sub-account currently Mailgun/SMTP won't get transferredAll active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etcwon't get transferredThey'll have to be cancelled before the transfer can happenPhone Number Transfers Both Agencies are on LeadConnector If BOTH the releasing and receiving agencies along with the sub-account that needs to be transferred is on LC, then the phone numbers will automatically be transferred with the sub-accountA2P DLC status will be retainedSub-accounts do not need to again register the phone numbers that are already registeredAll the phone usage charges going forward will be accrued by the receiving agencyBoth Agencies are not on LeadConnector (Either one or Both are Twilio) No phone numbers will be transferred over by HighLevelIt is your responsibility to work with the previous account owner as well as Twilio to move over any or all phone numbers that you may want to keep connected to the transferred sub-accountKindly reach out to HighLevel Support for any concernsSub-Account Transfer FAQs Can I merge one Sub-Account with another? NoSub-Account transfers are a movement of the entire sub-account, not a movement of just the data inside of itThis movement takes place from one agency to anotherCan I transfer a HIPAA-enabled Sub-account? We can ONLY Transfer HIPAA-compliant sub-accounts if the Agency that you are wanting to transfer to ALSO has the HIPAA Compliance add-on package purchased from the HighLevel MarketplaceWhat is the prep that I have to do to the sub-account before transferring? Set all users that you want to be transferred over are User Type ‘Account’ and only assigned to this specific sub-account being transferredSet all campaigns, triggers, and workflows to ‘Draft’Any SaaS sub-account will need to have SaaS disabledAll active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etcwill have to be cancelled before the transfer is requestedWhat is the setup that I will need once the transfer is made? You will need to reconnect all auth connections (ex: Google, FB, Quickbooks, Clio, DrChrono) You will have to reintegrate Facebook and Google You will have setup the sub-account-level Stripe You will have to re-add LC Email, Mailgun/SMTP, and Twilio You will have to make sure to set campaigns, triggers, and workflows to activeYou will have to re-add your domains Any SaaS sub-accounts will have to have SaaS re-enabledWhat can I do to transfer sub-accounts in bulk? You can request a bulk sub-account transfer by filling out the sub-account Requestor Form: https://link.gohighlevel.com/widget/form/DZ2X5v6DtYZPwD3VL2V2 </s>
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<s>[INST] Regulatory Bundle and Address Creation for Sub-Accounts [/INST] To help sub-accounts comply with local phone number regulations and minimize the risk of disruption to your phone system, we maintain an up-to-date, country-by-country guide on phone number regulatory requirementsLocal regulations often require providing adequate identity documentation to carriers or a local enforcement agencyTo avoid urgent escalations from regulators, we urge you to provide the required information for each countryIn this article, we will cover how and where to achieve this in-app Automated Regulatory Bundle and Address creation: Introduced a new optimised flow for Regulatory Bundle/Address creation and managementRegulatory Bundle/Address in the Phone Numbers Page at a sub-account level (only visible to accounts who are on LC Phone), this will be visible to Agency and sub-account adminsThe agency and sub-account will be able to create the bundle/address from our UI and directly submit it to the Telephony partner without any wait timeWith this, they will also have the capability to save them in the draft, delete them, and re-submit them in case of failureFailure reasons will also be shown on the UI to make it easier for them to re-submit? Note: Regulatory Bundle is not required if you purchase phone numbers in the USA or CanadaHow to create regulatory bundles from within the application: 1Head into the Sub-account > Click Settings (bottom left menu) > Phone numbers > Regulatory Bundle/Address 2On the top right click on Create to create regulatory bundle/address for the sub-account: Regulatory Bundle and Address List View: The agency and locations users will be able to view the list of all the bundles and addresses that are submitted and their current status tooPlease Note: This page will be visible to all the sub-accounts that are on the LC - Phone System irrespective of their country3Once all the information is submitted, we will coordinate and get the regulatory bundle approvedFAQs: 1Why am I getting this Error: Request failed with status code 400? The issue date should be in the format yyyy-mm-dde.g2018-12-28 The birth date should be in the format YYYY-MM-DD as wellRelated articles: What is LC - Phone System? How to Migrate an Agency and Sub-Account to LC - Phone? Toll-Free Number Registration for LC - Phone (US/Canada) LC - Phone Messaging Policy LC - Phone Pricing Structure </s>
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<s>[INST] Cold Outreach [/INST] Why Cold Outreach? In short, we do cold outreach because it's effective, it can produce results quickly, and, most importantly, it's extremely cost effective. Warming Up Before you get started, you should think about warming up a new email address so you don't run the risk of getting your main business domain/emails flagged as spam. The easiest way to do this by following these steps: 1) Purchase a fresh domain. If your agency's domain is youragency.com, you could purchase something like youragency.co or your agency.mail, etc. 2) Create a Google Workspace account , register the new domain in Google Workspace, then create an email for that domain in Google Workspace (something like mail@youragency.co). Note, Google Workspace charges $6/month per email address. 3) Sign up for 10-20 newsletters/services using the new email address so that emails start naturally flowing into the account. Here are some good ones: Twitter, Moz, Unbounce, Convince & Convert, The Daily Carnage, Neil Patel, Seth Goden, Buffer, Marketing Drive, Total Annarchy, Sketchalaytics. 4) Send 10-20 emails to friends/family and make sure they reply. After a few days of emails going in and out of your new email account, the email address and domain will be "warmed up" and ready to go. You can learn more about warming up domains and IP addresses in this guide from Mailgun. Setting Up SMTP In HighLevel </s>
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<s>[INST] SaaS Mode FAQs [/INST] TABLE OF CONTENTS Billing and Wallet How do I delete the last card from the Sub-account settings > Company billing page? When I add or remove a card from one sub-account, why is it reflected in other sub-accounts as well? Why is the client unable to add payment details on the sub-account's company billing page? Why are Indian clients unable to add payment details or manually recharge on the sub-account's company billing page? Why are auto recharges failing for 3DS cards? Welcome Email Why are custom values not populated in the welcome email? What is the subject line of the welcome email? Why did the customer receive the default "Activate your account" welcome email instead of the custom welcome email, even though the customized email is present in the SaaS configurator? Who will receive the welcome email? How to change the welcome email's agency sub-account if the customer chose the wrong sub-account? Sub-Accounts and Subscriptions Why were duplicate sub-accounts created instead of attaching the subscription to the existing sub-account? Why aren't the sub-accounts getting created when the client purchases the subscription via funnels? How do I move the subscription from one sub-account to another sub-account that has no subscription? Why aren't the agency or sub-account admins getting an option to upgrade the plan? How to seamlessly transfer SaaS accounts to another agency? SaaS Configurator Why is the "Invalid price currency" banner shown on the SaaS configurator list page? How to disconnect the agency Stripe Connect? Why is the "Can't disconnect because SaaS clients are using this Stripe account!" warning shown for $97 and $297 agencies as well? Why is there no option to disable SaaS on the Manage Client page? Security Even though 2-Factor Authentication is turned off in SaaS Configurator > Security, why does it still require 2FA to be completed? Billing and Wallet How do I delete the last card from the Sub-account settings > Company billing page? If only 1 card is added to a sub-account, then that cannot be deleted from the company billing page inside HighLevelIf required, the agency can delete the card directly from Stripe by updating the corresponding customerWhen I add or remove a card from one sub-account, why is it reflected in other sub-accounts as well? From the Manage Client page, retrieve the Stripe customer ID of each sub-account and verify if they are the sameIf they are the same, then the Stripe customer is shared between the sub-accounts, and this behavior is expectedIf you do not want this to happen, the only solution is to assign different Stripe customers to each sub-accountTo do this: Keep the SaaS mode active for only one sub-account and disable SaaS for the other account Re-enable using the "Share a link or Request via SMS or Request via email" optionThis will create a new customer in Stripe and link it to that sub-accountWhy is the client unable to add payment details on the sub-account's company billing page? If they received the error message 'No such customer' or 'stripe.confirmPayment(): expected either elements or `clientSecret`, but got neither.' The reasons could be that the Stripe customer associated with that sub-account has been permanently deleted, or the agency's Stripe account might have been changedThere are two ways the agency's Stripe account might have been changed: either directly in the agency settings > Stripe, or the sub-account might have been transferred from another agencyThe only solution to fix this is to disable and re-enable SaaS for that sub-accountWhy are Indian clients unable to add payment details or manually recharge on the sub-account's company billing page? If they received the error message saying "As per Indian regulations, export transactions require a customer name and addressYou can find more information here https://stripe.com/docs/india-exports", this means that billing address is not added for that customer, hence are not compliant with RBI mandateTo solve this, you need to update the billing address for that customer on StripeWhy are auto recharges failing for 3DS cards? For auto recharge, we do not support 3DS-only cardsThe auto recharge might be failing because the customer is using a 3DS-only cardPlease request them to add a new payment method that supports 3DS but is not a 3DS-only cardsAlternatively, they can still do manual recharges for their walletWhat happens when SaaS is disabled for any of the sub-accounts? Upon disabling SaaS, the wallet will be permanently deleted, and the agency must handle any refunds if necessaryFollowing the disabling of the SaaS mode, the agency will receive an email with the existing wallet balanceThe agency can then choose to either refund it or add them as credits manually on the Manage Client pageWelcome Email Why are custom values not populated in the welcome email? The agency might have directly updated the custom values inside the sub-accountWe only support a few custom values, so the agency must update the custom values only in the SaaS ConfiguratorTo know all the custom fields supported for welcome email, go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Custom ValuesWhat is the subject line of the welcome email? "Activate your Account" Why did the customer receive the default "Activate your account" welcome email instead of the custom welcome email, even though the customized email is present in the SaaS configurator? Switch to the sub-account on which the customer stored the custom welcome email and verify whether the "template" is present in the "[Do Not Edit] SaaS Configurator Templates" folderIf the template is deleted, the customer will receive the default "Activate your account" welcome emailTo fix this, please raise a support ticket for reset your agency welcome emailWho will receive the welcome email? All new users that are created in any sub-account will receive that emailHow to change the welcome email's agency sub-account if the customer chose the wrong sub-account? Please raise a support ticket for reset your agency welcome emailSub-Accounts and Subscriptions Why were duplicate sub-accounts created instead of attaching the subscription to the existing sub-account? Whenever the client purchases a SaaS subscription directly on Stripe or via funnels or a sale link, we create a new sub-accountIf the sub-account already exists, in that case, you need to add a subscription only via the Manage Client page to avoid a new sub-account being createdWhy aren't the sub-accounts getting created when the client purchases the subscription via funnels? Verify whether the product added in the funnels is tagged as an agency plan under Payments > ProductsSub-accounts are only created if the product is tagged as an agency planIf the product is tagged as an agency plan and sub-accounts still aren't created, please share the order ID or subscription ID and the date when the subscription was purchased with our support team for further investigationImporting SaaS plans to your sub-account: Create plan in SaaS configurator Switch to your sub-account > Payments > Products Select 'Import from Stripe' Select the product that you just created (or that already existed), proceed Check for the 'Agency_Plan' label in products list, and start sellingHow do I move the subscription from one sub-account to another sub-account that has no subscription? Let's say sub-account 'B' has no subscription, and you want to move the subscription from sub-account 'A' to 'B'1Verify that both of the sub-accounts are associated with the same Stripe customer2From the Manage Client page, for sub-account 'A', disable SaaS without canceling the subscription3Do a hard reload on the sub-account 'B's Manage Client pageThe subscription will be automatically attachedWhy aren't the agency or sub-account admins getting an option to upgrade the plan? Navigate to the SaaS configurator and filter the SaaS plans by categoryIf the plan associated with the sub-account is already a higher plan, then we will not show an option to upgrade the subscriptionHow to seamlessly transfer SaaS accounts to another agency? The ideal way to move the SaaS accounts to another agency is to disable SaaS for all the sub-accounts and then transfer them to another agencyOnce the SaaS mode is disabled, you will receive an email with the existing wallet balanceYou can then choose to either refund it or add them as credits manually in the Manage client pageLearn how to transfer sub-accounts to other agencies hereSaaS Configurator Why is the "Invalid price currency" banner shown on the SaaS configurator list page? Verify the currency of the category from SaaS Configurator > Advance SettingsIf the price currency is not the same as the category currency, then the "Invalid price currency" banner is shownTo fix this, you need to revert the currency of the price to the category currency from StripeIf a sale link has been previously generated for the price or it has any active subscriptions, then Stripe will not allow changing the currencyTo solve this, please update the price amount from the SaaS configurator, and then update the currency for the new price created inside StripeHow to disconnect the agency Stripe Connect? Why is the "Can't disconnect because SaaS clients are using this Stripe account!" warning shown for $97 and $297 agencies as well? Why is there no option to disable SaaS on the Manage Client page? Before you disconnect the agency Stripe Connect, SaaS mode should be disabled for all the sub-accountsFor the 497 agency, you can disable SaaS on the Manage Client page one by one for each sub-account, or you can raise a support ticket to disable it all at onceEven for the 97 and 297 agencies, when the payment method is added, in the background, we are enabling SaaSSo, to resolve this, please raise a support ticket to disable SaaS for all the sub-accounts since we don't provide that option on the Manage Client page for $97 and $297 agenciesSecurity Even though 2-Factor Authentication is turned off in SaaS Configurator > Security, why does it still require 2FA to be completed? Whenever a new sub-account is created, email verification is mandatoryOnly the phone verification settings can be configured under "SaaS Configurator > Security"It's important to note that 2FA will not block client's access to the sub-accountThey only need to complete email verification during the first phone number purchaseIf the you want to bypass this for any sub-account, then on the Manage Client page, select the "Verify Account" buttonWhy is rebilling not enabled for sub-accounts, and why has the sub-account not been moved to LC? On the sub-account list, please verify if a banner with the following message is displayed: "This sub-account is paused due to pending email and phone verification from the sub-account adminClick here to review and resume this sub-account." If yes, then it means that the sub-account is in a "verification pending" state, in other words, 2FA is pending for the sub-account(s)This is why the sub-account was not moved to "LC," and rebilling is not enabledOnce the 2FA is verified, the sub-account will be automatically moved to LC, a Twilio account will be created, and rebilling will also be automatically enabled if it is enabled on the SaaS PlanIt's important to note that 2FA will NOT block client's access to the sub-accountThey only need to complete email verification during the first phone number purchase </s>
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<s>[INST] Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead) [/INST] Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows. Send an email and/or SMS notification to your client(s) and/or yourself when a lead is added to a campaign: TABLE OF CONTENTS How to send internal notifications for workflows Rate limiting on Workflow Notifications How to send internal notifications for workflows: Set up a new workflow: Click on Start from scratch Click on Create workflow Click on Add New Workflow Trigger Once you configured the workflow trigger: Click on Add your first Action Click on Send Internal Notification Choose the type of notification: Email notification Internal notification: SMS notification Rate limiting on Workflow Notifications We have added Rate Limiting for Internal Notification action of workflows. The current rate limits are 500 notifications / 5mins for each user (Per workflow) In the case of email, its 500 notifications per 5 mins, per user email In the case of SMS, its 500 notifications per 5 mins, per user's phone In the case of in-app notifications, its 500/5mins per user Id We will skip any notifications that are sent after breaching this limit. Why was this done, and how will this help? Because no limit was enforced, there were several updates made to a specific conversation of a user. Let's say you put 300k contacts into a workflow And in the internal notification you are sending a mail to a particular user (in most cases we have seen customers set up to send a notification to themselves) Now this particular user mail, will get 300k emails. Because of this, the conversation of this user will be updated 300k times, within a few seconds/minutes. This introduced an overall delay in processing workflow actions. The rate-limiting should have good gatekeeping for these events, and also prevent customers to send bulk emails to a particular user </s>
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<s>[INST] A2P 10 DLC Webinar Questions & FAQ [/INST] TABLE OF CONTENTS What happens if we only purchase Canadian phone numbers? Not USAIf we switch to Lead Connector, will we be automatically compliant? Explain compliance requirements for CanadaWhy can't we see the option to access the Trust Center in phone settings for Canadian clients? What if your agency is registered in Canada and doesn't have an EIN? How should we verify the US numbers we use for our agency sub-account in the US? Im in the UK with no option for Trust ProfileDo I need to worry about this for my USA numbers? Isn't there a min number of texts where the carriers would block SMS/texts? I signed up last year for the beta and registered way earlyIs it possible for me to 're-register' to fully comply? I need Standard instead of Sole PropI have an EINWhere do we go to find the Trust Center? If our brand is registered, but the campaign itself is not, I would like to know if our phone numbers will remain operational after the deadlineWhat are the two cost options? $4.41 and $16.54 for? My address has changed since we registered our EINHow do we handle that? Does the 6,000 sms segments per day mean per phone number or total per campaign? What if your address has changed since you received the CP 575 form? I have a UK Ltd company, the UK company number, and all the fields are filled in, but no option for Trust CenterWe should expect a $2 to $12 monthly fee per client, correct? In the trust center, I cannot move past the first stepI received this message: "Customers with EIN are NOT ELIGIBLE for Sole Prop Registration, and submission might result in rejection." What do I do in that case? Do you need an EIN? What if the address I used when creating my EIN and LLC business address now differs? Should I register with the address I originally used? Can I use the same EIN for different accounts or locations? Using the same EIN for all your accounts or locations helps maintain consistencyWe currently have our clients registered through our Twilio accountDo we have to write the individual clients now? For a sole prop, would you put the person's or DBA's name under the Business Details? Does each subaccount have to go through the registration process? Please explain excessive marketing messagesThe client lists 60,000 customers who have not opted into SMSWhat would be an example of an initial campaign they can send that includes the opt-in for future promotions? Or are they not allowed to send an initial text with a promotion? How does it work If my corporation or sole prop is a Canadian-registered company? How does a Canadian business register? Not seeing your question? Check out the Facebook Community for in-depth discussions What happens if we only purchase Canadian phone numbers? Not USAIf you only purchase Canadian phone numbers and not USA numbers, it means you will be limited to sending SMS messages to recipients in Canada onlyYou cannot send messages to recipients in the USA using those Canadian phone numbersThis restriction is because the phone numbers are country-specific, and each country has its own telecommunications regulations and requirementsTherefore, if you have a specific target audience or customer base in Canada and do not need to communicate with recipients in the USA, purchasing Canadian phone numbers should suffice for your messaging needs within CanadaIf we switch to Lead Connector, will we be automatically compliant? If you switch to LC Phone system within LeadConnector (LC), it does not automatically make you compliant with all regulations and requirementsWhile the LC Phone system provides tools and features to facilitate compliance, such as managing phone numbers and SMS campaigns, it is still essential to follow the necessary steps and guidelines to ensure full compliance with regulations like A2P 10DLCCompliance involves various factors, including registering phone numbers, adhering to opt-in/opt-out requirements, and following specific regulations in different countries or regionsIt's crucial to stay informed about the compliance requirements relevant to your use case and consult with the LC support team or refer to their documentation for accurate guidanceSwitching to the LC Phone system can make it easier to manage compliance-related tasks within the LeadConnector platform, but it is not a guarantee of complianceExplain compliance requirements for CanadaFor compliance in Canada, it's important to understand and adhere to the regulations set forth by the Canadian Radio-television and Telecommunications Commission (CRTC) and the Canadian Anti-Spam Legislation (CASL)If you are using the LC Phone system within LeadConnector and operating in Canada, you should ensure that you comply with the following guidelines: Consent: Obtain proper permission from recipients before sending them commercial electronic messages (CEMs), including SMSConsent can be express or implied, depending on the nature of the relationship with the recipientIdentification: Include accurate identification information in your messages, such as your business name and contact informationUnsubscribe Mechanism: Provide recipients with a straightforward way to unsubscribe from receiving future messages from youEnsure that opt-out requests are processed promptlyRecords of Consent: Maintain records of consent obtained from recipients, including information about when and how permission was obtainedCompliance with CRTC Regulations: Comply with additional regulations set by the CRTC, such as those related to telemarketing, National Do Not Call List (DNCL), and other specific requirements for telecommunications service providersWhy can't we see the option to access the Trust Center in phone settings for Canadian clients? The Trust Center is only visible currently to US businessesTo see the Trust Center option, enter the business profile settings and change the country to the USWhat if your agency is registered in Canada and doesn't have an EIN? How should we verify the US numbers we use for our agency sub-account in the US? A new entity called Sole Proprietorship 2.0 that supports non-EIN customers is available: A2P Sole Proprietor Brands Registration is Now Live! One alternative is to register for toll-free number registration: https://help.gohighlevel.com/support/solutions/articles/48001222300-toll-free-number-registration-for-lc-phone-us-canada-Im in the UK with no option for Trust ProfileDo I need to worry about this for my USA numbers? One alternative is to register for toll-free number registration: https://help.gohighlevel.com/support/solutions/articles/48001222300-toll-free-number-registration-for-lc-phone-us-canada-You can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener Please see the LC messaging policy to help you further: https://help.gohighlevel.com/support/solutions/articles/48001213941Isn't there a min number of texts where the carriers would block SMS/texts? Carriers have certain thresholds or limits that can trigger the blocking or filtering of text messages if they are suspected of spamming or violating certain regulationsWhile the specific entries may vary between carriers, there is generally a minimum number of texts or other factors that can raise suspicion and lead to message blockingWhen a person buys a new cell number, their texts are not typically blocked right away solely because they didn't register the numberHowever, if the number is being used for sending a large volume of unsolicited or unwanted messages, it could trigger suspicion and lead to message blocking by the carriersI signed up last year for the beta and registered way earlyIs it possible for me to 're-register' to fully comply? I need Standard instead of Sole PropI have an EINIf you have an EIN (Employer Identification Number), you are not eligible to register for the Sole Proprietor (Sole Prop) registration categoryThe Sole Prop category is specifically designed for sole proprietors without an EINSince you have an EIN and must register as Standard instead of Sole Prop, select the Standard registration option when updating or re-registering your informationThis registration type is suitable for businesses with an EIN and provides the appropriate compliance framework for your organizationWhere do we go to find the Trust Center? Log in to your accountNavigate to the "Phone Number settings." Look for a menu or tab labeled "Trust Center." If our brand is registered, but the campaign itself is not, I would like to know if our phone numbers will remain operational after the deadlineIf your brand is registered, but the campaign itself is not registered by the deadline, it may impact the operational status of your phone numbersThe registration process is necessary to comply with A2P 10DLC requirements, which aim to ensure the legitimacy and integrity of business messagingIf your campaign is not registered, there is a possibility that your phone numbers could be subject to restrictions, such as reduced deliverability or being flagged as unregistered or unverifiedThis could affect the successful delivery of your SMS messages and potentially impact the overall effectiveness of your campaignTo ensure the continued operational status of your phone numbers and maintain compliance with A2P 10DLC regulations, completing the registration process for your campaign as soon as possible is recommendedThis will help mitigate potential disruptions and ensure the smooth operation of your messaging servicesWhat are the two cost options? $4.41 and $16.54 for? The cost options you mentioned, $4.41 for sole prop and the other for standard businesses with an EIN, are for different pricing tiers based on the business type and registration categoryThe $4.41 cost option is for sole proprietorships, which typically refers to businesses where the owner operates as an individual without a separate legal entityThe other cost option is to standard firms with an EIN (Employer Identification Number)Standard businesses typically refer to entities with a separate legal structure, such as corporations, partnerships, or LLCsMy address has changed since we registered our EINHow do we handle that? If your address has changed since registering your EIN (Employer Identification Number), you may need to update your business address in the appropriate registration system or with the relevant authoritiesHere are some general steps to handle this situation: Update your address with the Internal Revenue Service (IRS): Contact the IRS and provide them with the updated address for your businessYou can do this by filling out Form 8822-B, "Change of Address or Responsible Party - Business," and submitting it to the IRSUpdate your address with the business registration authorities: Depending on your jurisdiction and the type of business entity you have, you may need to update your address with the appropriate business registration authoritiesThis could include state or provincial agencies or local government officesCheck the requirements and procedures specific to your location to ensure complianceUpdate your address in your business profiles and accounts: Update your address in any relevant business profiles, accounts, or platforms you use for your business operationsThis may include online directories, social media platforms, banking accounts, and other business-related platformsNotify relevant partners and stakeholders: Inform your clients, customers, vendors, and other relevant parties about your address changeTo ensure accurate communication, update your contact information on your website, business cards, and other marketing materialsIt's important to keep your business address up to date to ensure smooth communication and compliance with regulatory requirementsRemember to review the specific guidelines and procedures provided by the authorities in your jurisdiction for updating your address to ensure proper compliance with their regulationsDoes the 6,000 sms segments per day mean per phone number or total per campaign? The limit of 6,000 SMS segments per day typically refers to the total number of segments allowed for all messages sent within 24 hoursA single SMS message can consist of multiple segments, especially if it exceeds the character limit set by the SMS provider or includes special or non-standard charactersTherefore, the limit applies to the cumulative number of segments across all the messages sent from a specific campaign or account within a dayIt is not clear to individual phone numbersWhat if your address has changed since you received the CP 575 form? Suppose your address has changed since you received the CP 575 form, which is the form issued by the Internal Revenue Service (IRS) to assign an Employer Identification Number (EIN)In that case, updating your address with the IRS is important to ensure they have your current contact informationTo update your address with the IRS, you can follow these steps: Fill out Form 8822, "Change of Address," which is the official form to notify the IRS of your new addressYou can obtain this form from the IRS website or by contacting the IRS directlyProvide your updated address information on Form 8822, including your EIN, old address, and new addressSign and date the formMail the completed Form 8822 to the appropriate IRS address as specified in the form's instructionsMake sure to send it to the correct IRS office based on your location and the type of entity you are (e.g., individual, corporation, partnership)By updating your address with the IRS, you ensure that they have accurate information for your business and can send important correspondence and documents to the correct addressIt's also a good practice to update your address with any other relevant entities, such as your state or local tax authorities, business partners, and service providers, to ensure they have your current contact informationI have a UK Ltd company, the UK company number, and all the fields are filled in, but no option for Trust CenterIf you have a UK Limited (Ltd) company and do not see the option for the Trust Center, it is because it is specific to the United States, and the A2P 10DLC registration process is for US-based businessesSince the Trust Center is designed to facilitate compliance with US regulations and requirements, it is not applicable or available for businesses registered in the UK or other countries outside the United StatesWe should expect a $2 to $12 monthly fee per client, correct? Yes, based on the information you provided, it was mentioned that there would be a monthly fee per client ranging from $2 to $12The exact cost may depend on factors such as the type of client (sole proprietorship or standard), the volume of messages sent, and the specific pricing structure set by the service providers and carriers In the trust center, I cannot move past the first stepI received this message: "Customers with EIN are NOT ELIGIBLE for Sole Prop Registration, and submission might result in rejection." What do I do in that case? Suppose you receive the message "Customers with EIN are NOT ELIGIBLE for Sole Prop Registration" in your Trust Center and cannot proceed with the registration processIn that case, it suggests that you cannot register as a sole proprietor without an EIN (Employer Identification Number)In this case, you should explore the alternative registration option: Standard Registration- The Standard Registration is intended for businesses with an EINYou may need to select the appropriate registration option based on your business structure and proceed with the Standard Registration process insteadDo you need an EIN? What if the address I used when creating my EIN and LLC business address now differs? Should I register with the address I originally used? According to IRS policies, it is essential to maintain accurate and up-to-date information regarding your business addressSuppose the address you used when you created your EIN (Employer Identification Number) is no longer current and does not match your current LLC business address; updating the address with the IRS is recommendedTo update your business address with the IRS, complete Form 8822-B, the Change of Address or Responsible Party - Business formThis form lets you edit your business address and notify the IRS of any changesIt is important to remember that maintaining accurate business address information is essential for IRS compliance and various other purposes, such as receiving important tax documents and correspondence from the IRSIt is recommended to consult the IRS website or seek professional advice to ensure you follow the correct procedures for updating your business address with the IRSCan I use the same EIN for different accounts or locations? Using the same Employer Identification Number (EIN) for different businesses is generally not recommended for maximum complianceEach business entity typically needs its unique EIN, especially if they are separate legal entities or operate in other industriesWhile using the same EIN for different accounts or locations within the same business entity is possible, it's essential to understand the potential consequences and ensure compliance with local regulationsHere are the potential consequences of using the same EIN for different businesses: Tax Compliance Issues: Each business entity has tax obligations and reporting requirementsUsing the same EIN for multiple businesses can lead to confusion and inaccuracies in tax filings, which may result in penalties or legal consequencesLiability and Legal Separation: Maintaining separate EINs for different businesses helps establish clear legal separation between themUsing the same EIN may blur the lines of liability, making it difficult to protect one business's assets from another's weaknessesTo track and report each business's financial data accuratelyInaccurate Financial Reporting: Accurate financial reporting is crucial for each business entity to track its income, expenses, and overall financial performanceA single EIN can make tracking and reporting each business's financial data challengingLack of Accountability and Clarity: Using the same EIN for different businesses can create confusion regarding ownership, control, and accountabilityEstablishing clear ownership rights and responsibilities for each business entity may be challengingA separate EIN for each business entity is advisable to ensure maximum compliance and proper legal and financial separationSuppose you have already used the same EIN for multiple businesses; it's recommended to consult with a tax professional or legal advisor to discuss the appropriate steps to rectify the situation and obtain separate EINs for each business entityThis will help ensure compliance with tax regulations and clear separation between your businessesIf you have multiple accounts or locations that are all part of the same business entity, you can use the same EIN for all of themThis is common for businesses with multiple branches, divisions, or subsidiaries operating under the same legal entityUsing the same EIN for all your accounts or locations helps maintain consistencyWe currently have our clients registered through our Twilio accountDo we have to write the individual clients now? If you already have some clients individually registered via Twilio for A2P 10 DLC, you may not necessarily need to re-register them through the LeadConnector (LC) phone systemThe registrations done through Twilio should still be valid and compliantHowever, it's important to note that using the LC phone system can leverage its additional capabilities and features designed to enhance your messaging workflows and provide a more streamlined experienceThese features may include improved campaign management, advanced reporting, integrated compliance checks, and moreWhile the individual client registrations through Twilio are sufficient for A2P 10 DLC compliance, transitioning to the LC phone system can offer you a more comprehensive solution within the HighLevel platformThe benefits and efficiencies of using the LC phone system for your messaging campaigns are worth consideringSuppose you migrate your clients from Twilio to the LC phone systemIn that case, following the steps and guidelines provided by the HighLevel team is recommended to ensure a smooth transition and avoid any disruption to your clients' messaging servicesYou may also want to inform your clients about the transition and the additional capabilities they can benefit from using the LC phone systemFor a sole prop, would you put the person's or DBA's name under the Business Details? For a sole proprietorship, when filling out the Business Details section, you would typically enter the legal name of the business ownerThis means you would provide the person's name rather than a Doing Business As (DBA) nameThe legal name refers to the sole proprietor's name as it appears on official documents such as government identification or tax recordsIt is essential to accurately enter the legal name to ensure compliance with registration requirements and to align with any existing legal documentation associated with the businessSuppose you are unsure about which name to enterIn that case, consulting with a legal professional or tax advisor who can provide guidance based on your jurisdiction's specific requirements and regulations is recommendedThey can help ensure the business details align with legal and regulatory standardsDoes each subaccount have to go through the registration process? Regardless of geographic location, each subaccount within your agency must go through the registration process to comply with the A2P 10DLC guidelinesThe registration requirements apply to all businesses and agencies that use A2P messaging services within the United StatesRegardless of whether your subaccounts are located in the United States or other countries, if they use US-based phone numbers to send A2P messages, they must follow the registration process outlined by the A2P 10DLC programThe program is designed to regulate and authenticate A2P messaging activities in the United StatesIt's important to note that compliance requirements vary by country, so if you have subaccounts outside the United States and are using non-US phone numbers for A2P messaging, you should check the local regulations and guidelines to ensure compliance in those respective countriesIn summary, while the registration process primarily applies to US-based phone numbers, it is still necessary for all subaccounts within your agency, regardless of their geographic location, to go through the registration process if they are using US-based phone numbers for A2P messaging within the United StatesPlease explain excessive marketing messagesWhen referring to "excessive marketing messages" in the context of a sole proprietorship, you should avoid sending an excessive volume of promotional or marketing text messages to recipientsWhile the exact threshold for what constitutes "excessive" may vary depending on the specific regulations and guidelines of your jurisdiction, here are some general considerations: Compliance with Anti-Spam Laws: Ensure your marketing messages comply with anti-spam laws, such as the CAN-SPAM Act in the United States or CASL in CanadaThese laws typically require obtaining prior consent from recipients and providing precise opt-out mechanismsFrequency and Timing: Avoid sending overwhelming marketing messages to recipients within a short periodSending messages too frequently can lead to recipient fatigue or annoyance, potentially leading to complaints or opt-outsRelevance and Targeting: Tailor your marketing messages to be relevant to the recipient's interests and preferencesSending irrelevant or unsolicited messages can be perceived as spam and may result in negative feedback or non-complianceOpt-In and Opt-Out Processes: Implement transparent opt-in processes to ensure that recipients explicitly consent to receive marketing messages from your sole proprietorshipAdditionally, provide easy-to-use opt-out mechanisms to honor recipients' requests to unsubscribe from further communicationsContent Quality: Maintain a high standard of content quality in your marketing messagesAvoid misleading or deceptive practices, and ensure that your statements provide genuine value to recipientsWhat's the time frame for approval? Seems to be taking weeks, and what about the business registrations that are different than A2P registration? I'm an agency, for example, bringing clientsDoes this mean they can't start sms follow-up until it's registered? Before we register for a2p, we will need to register for the Business: https://help.gohighlevel.com/support/solutions/articles/48001229784-a2p-10dlc-campaign-approval-best-practicesThe approval for the campaign will be based on how the information matches the a2p campaign information you submittedYou can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener Please see the LC messaging policy to help you further: https://help.gohighlevel.com/support/solutions/articles/48001213941Will this carrier solve the issue of sending SMS to spam when a trigger link is added to the texts? Avoid sending URLs shortened using a public urls shortener like bit.ly or RB.gy; instead, send the original file linkAlso, checks this:https://help.gohighlevel.com/support/solutions/articles/48001229784-a2p-10dlc-campaign-approval-best-practicesBest Practice: Consistency in brand, website, and sample messagesIf your brand name is Acme, your website is www.acme.com, but your sample messages say, “Here’s your one-time passcode for logging into www.contoso.com,” your campaign will be rejectedWho is approving all of this??? GHL, Ai Twilio, or TCR? TCR Do I have to do anything if I register both company and campaigns in Twilio? You are using your own Twilio instead of LC phoneYou can have it there because we can't move campaigns if you switch over to an LC phoneAre we able to tell which sub-accounts have registered? Log in to your accountNavigate to the Phone Number settingsLook for a menu or tab labeled "Trust Center." Can people start texting the same day they register? Yes, but they will get filtered after a couple of messages are sent and will receive a 30007 errorA workaround until the brand is approved would be to get a toll-free numberDo you know what the setup will be for new clients after August 31 or whenever this is required for texting? Still working on changes to the UI and don't have an ETAI have a DBA error message during registration asking for proofHow do I submit the proof, though? Reach out to supportMy company and brand are already registered, just not the campaignYou must resubmit the registration if it is not completed by July 5How do we add that checkbox in the GHL form that asks them to confirm that they consent to get a text? Radio button featureYes NoDescription stating the opt-inI'm confused about what phone number I should use for the End user opt-inIs this required to be the CRM phone number that the text messages come from? YES How do we transfer Twilio to the other high-level text product? https://help.gohighlevel.com/support/solutions/articles/48001204027-how-do-i-migrate-my-agency-and-sub-account-over-to-lc-phone- What happens for sub-accounts signing up post-August 31? Do they require immediate registration to SMS? If they plan to send sms as soon as they create the account, I suggest registering A2PWhat do we put in Enable SHAKEN/STIR Trusted Calling? You can refer to this article on How to fill out Shaken/Stir https://help.gohighlevel.com/support/solutions/articles/48001231665-why-are-my-calls-marked-as-spam-and-how-can-i-avoid-it-lc-phone- The client lists 60,000 customers who have not opted into SMSWhat would be an example of an initial campaign they can send that includes the opt-in for future promotions? Or are they not allowed to send an initial text with a promotion? You are not legally allowed to text customers who didn't opt-in to receive SMS without consentYou can send them an email either getting them to confirm opted in for SMSHow you do that..up to your creative methodsLuckily if you switch to LC, we have a feature that adds opt-in language for you in the "Business Profile" settingsNote: This is only available for LC users What happens if you, as the agency, have EIN and all sub-accounts are 1099? All subaccounts can register for Sole Prop if they do not have Business EINI have numbers in GHL that were on Twilio before LC Phone was availableWhere do I get compliant for those accounts? If you used your own Twilio before and migrated a subaccount to Leadconnector, You must complete A2P registration for that sub-accountPlease complete this in the sub-account's "Trust Center." Can they get a toll-free instead of a local # so they do not have to register in the trust center? I suggest still registering for the trust center, as other carriers may filter your smsI don't see a setting for the rebilling of these charges.is it built into the LC phone system rebelling? The rebilling feature will not work for A2P chargesFor these, you will need to rebill manually (you might need to confirm this) you And how do I register a business in the US if I'm in Europe? Please make a video about thatYou will need to have a US address and EINIf you have several subaccounts, should you approve one first and, once approved, send the other accounts? or is all at once better? This would be totally up to youIf you want to get your feet wet and submit registration for one subaccount to see how the process would go, this would be a great way to avoid slip-ups for the rest of the accountsBut Submitting all at once would make the process much fasterPlease remember that A2P can take several weeks to be fully approved and verifiedAre Sole Prop Businesses required to have toll-free Twilio numbers to be registered/ approved, or can they use local Twilio numbers like non-sole Prop clients? Sole Prop customers are not required to use toll-free numbersThey can use Local and mobile numbers as wellHow do you suggest we Whitelabel this process for our clients? You can create a loom on completing the process to give to your clientsIf they come to you stating that anything has failedYou can reach out to support, and we will be able to assistFor toll-free numbers, does the user have to pay for the A2P and the separate toll-free registration fee (which changes depending on the "Use Case Category." A2P is not required for Toll-Free numbersDoes this process differ if we are using Twilio numbers through GHL? Yes, if you use your own Twilio account directly, you will complete the registration through your Twilio consolehowever, it is still necessary to have done, even if you are not using Lead ConnectorFor every new client, would we suggest their number will normally deliver until approved, or will we need to tell them their number will need time to register before the SMS delivers? provide SMS will send they will be subject to carrier filtering until the A2P registration is fully approvedYou may experience many failed sms due to carrier filtering until thenWhere can we look up and verify our address for our EIN before submitting it? You should be able to check this information with your CP 575 from the government issuesDo I have to have a checkbox on the landing page? I have a statement that says they opt to sms when they submit the formThen they get the opt-in message with the instructions on how to opt outYes, It is required to have a checkbox on your landing pageIs this registration necessary if we receive or send less than 10 texts daily? Yes, A2P Registration is required for all US sub-account, no mater the amount of sms being sentWhen we were with Twilio and tried registering a business profile for CNAM purposes, we were rejected because the brand name differed from the legal nameI assume that we will encounter the same when we do this registrationHow does t… Yes, it will be the same as you must submit the business profile inside of GHL as you did for Twilio; it will not move overWhy, if you first clicked on "Sole Prop" registration and tried again, did it not let you switch to the Standard Registration? What should we do if that happens to us? Is there any way to restart and pick the "Standard Registration"? We will have to delete the sole prop on our end, and you will be able to submit the standard registration from thereI have a realtor that is a sole prop with no EIN but her profile name in the system is her name - Realty..Seeing If I need to update this just to be her name as it is listed on her tax returns? You must use your customer's information for registrationMore information here: https://www.twilio.com/docs/sms/a2p-10dlc/onboarding-isv-api-sole-prop-new Where can we find definitions for each use case? We will refer to this article from Twilio for now, and we will create a highlevel version soon: https://support.twilio.com/hc/en-us/articles/1260801844470-List-of-campaign-use-case-types-for-A2P-10DLC-registration How does it work If my corporation or sole prop is a Canadian-registered company? How does a Canadian business register? A new entity, known as Sole Proprietorship 2.0 that supports non-EIN customers will be available: https://www.twilio.com/blog/new-requirements-for-a2p-10dlc-registrations One alternative is to register for toll-free number registration: https://help.gohighlevel.com/support/solutions/articles/48001222300-toll-free-number-registration-for-lc-phone-us-canada-You can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener I am also sharing a messaging policy that will help you further on this https://help.gohighlevel.com/support/solutions/articles/48001213941 I have a UK Ltd company, the UK company number and all the fields are filled in but no option for Trust CenterMy Subaccount is a UK Company, though it's buying some USA numbersSo do I need to do this, as I don't have the option since I'm not a USA entity? No need to do thisYou can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener I am also sharing a messaging policy that will help you further on this https://help.gohighlevel.com/support/solutions/articles/48001213941 How do we use examples as a brand new company just getting started using High-Level SMS and do not have examples to provide? The examples are when you are trying to send campaigns workflows SMS templatesIt could be what you were planning to do with the text campaignHow do Facebook forms get "pasted in" here? You can get a share link to the Facebook form or a public hyperlinked to the screenshotIf you start with Sole Prop, can you upgrade later? You can reach out to support, and we will be able to remove the current registration and add a new oneSo what do we do if we need to re-register to select the "messages will include an embedded link", since we will send texts with links? You can reach out to support, and we will be able to remove the current registration and add a new oneCan we use our agency business information to register under multiple sub-accounts? No, you must fill out the information based on your clients businessIf our client's billing info is inside GHL, will these fees automatically be charged to them? Is there a setting for this? Once you enable with rebilling, everything should be rebilledMore information here: https://help.gohighlevel.com/support/solutions/articles/48001225291-how-do-i-analyze-my-agency-s-spending-on-lc-communications You say 3000 segmentsWhat constitutes a single segment? You can use https://twiliodeved.github.io/message-segment-calculator/ to check the actual number of segments & character length of your SMS textMore information here: https://help.gohighlevel.com/support/solutions/articles/48001203458-why-is-my-sms-cost-so-high What about new accounts in the future if approvals takes awhile? Approval timelines can vary, but it's advisable to plan for potential delays when onboarding new accountsHow does the ISV A2P 10DLC registration work within HL Trusthub? Steps outlined here: https://help.gohighlevel.com/support/solutions/articles/48001225526-lc-phone-system-trust-center Should we stop sending SMS broadcasts until we get approved? No need to do this You can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener I am also sharing a messaging policy that will help you further on this https://help.gohighlevel.com/support/solutions/articles/48001213941 Is the EIN tied to the organization or the individual? For example, if you were issued an EIN number and filed tax return as LLC that no longer exists, do you need a new EIN number or should be registered without one? If you don’t have a Tax ID (EIN), you should register a Sole Proprietor BrandSteps outlined here: https://help.gohighlevel.com/support/solutions/articles/48001225526-lc-phone-system-trust-center When you bring on a new client does the process still take 4 to 5 weeks for their approval? Yes, Approval timelines can vary, but planning for potential delays when onboarding new accounts is advisableYou can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener I am also sharing a messaging policy that will help you further on this https://help.gohighlevel.com/support/solutions/articles/48001213941 For Campaign Use Case, if we send multiple messages, like appointment reminders and mass marketing SMS, do we submit multiple times or select something like "Mixed" and describe all use cases as best we can? It's best to select "Mixed" and describe all the use cases as accurately as possible within a single submissionDoes the agency have to register for the client's sub-account or will they do that themselves in their sub-accounts? The agency can handle the registration for the client's sub-account, or the client can do it themselves if preferredWhat if we sign on new clients after August? New clients signed after August must complete the registration process and follow the updated guidelinesIs there a consideration for businesses in ad campaign-restricted categories that want to use SMS as a customer communication channel but are not using SMS for promotional messages? Yes, businesses in such categories can still use SMS for customer communication if they comply with the regulationsMake sure it's not listed here though: https://help.gohighlevel.com/support/solutions/articles/48001219617-forbidden-message-categories-for-sms-and-mms-in-the-us-and-canadaFor example, a licensed firearms re-seller or short-term loa… Is there something (white labeled) that we can give clients outlining the context of these changes, the steps within the platform that a client can take, and any tips to improve the odds of their approval? We are working on thisHere are all white label versions: https://help.leadconnectorhq.com/support/solutions/folders/48000689487 So if I sign a client in September, what should I do? Onboard them and tell him that we'll wait 5 weeks until we start? This would be extremely bad for my SaaS businessHaving to convince new clients and, even if I do, having to tell them to pay $… New clients signed after August must go through the registration process and follow the updated guidelinesZoom is asking to register CAD numbers as wellI know you mentioned that CAD numbers are not affected ut can we also register CAD numbers just to be proactive? No, Canada mobile carriers are not impacted at this timeCanadian mobile carriers may introduce registered A2P 10DLC solutions in the future, but carriers have not announced any plansIf I operate as a sole proprietor and use UAE - Dubai numbers instead of USA numbers, do you think I will be exempt from A2P 10DLC registration? It depends if your target audience is using US carriersIn regard to the registration of multiple sub-accountsI have over 40 subaccounts of rank and rent branded sites with Twilio numbersHow would I go about registering those? Do I just register all of them as Sole Prop with my cell phone number? Either agency or client will need to register for the business informationThe sms content needs to match with the brand registeredMore information here: https://help.gohighlevel.com/support/solutions/articles/48001229784-a2p-10dlc-campaign-approval-best-practices On the OTP mobile number, can I use my cell for all my clients as the agency administrator? or would it be my contact at the client's needs to get the code? Please provide a mobile number that you have access to confirm OTP verificationOnly US/Canadian numbers will be acceptedYou may not use a CPaaS phone number such as one obtained from TwilioYou cannot use the same mobile number to register more than 3 Sole Proprietor brandsThis limit is managed at the TCR level </s>
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<s>[INST] Common Unsuccessful SMS errors [/INST] Common errors in agency settings Maximum numbers reached for a sub-account: If you are on trial with Twilio, you can only have one subaccount. Once you upgraded to Twilio, the maximum number of subaccounts will be 1000 subaccounts. Closed subaccounts do not count toward this limit. If your upgraded project is approaching 1000 subaccounts, please contact Twilio Support to ask about raising this limit. Common Unsuccessful SMS errors in Conversation For more information about why your SMS was unsuccessful, please click the ⚠️(red triangle) icon to view more details: Common errors: Links mentioned above: - ErrorCode: 3XXXX7 - How to check message logs here - ErrorCode: 3XXX2 / Authenticate - Check out Why your account is suspended Solution: You can try to enable geo permission here. However, to guarantee two-way messaging (receiving incoming messages from end-users), you must use a number from the same country as your recipient. It's best to buy a phone number for the country your contact is in and use that as the default one. And delete the old default Twilio number. Since the current leads will be stuck with the original Twilio number as explained here: If you want to keep the original Twilio number, you can assign the phone number to the user, then assign the lead to the user, then you will be able to send from the new number. Another way is to recreate the contact. More information: https://www.twilio.com/docs/api/errors </s>
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<s>[INST] Adding Custom CSS/JS in community group [/INST] Group admins can now inject custom JavaScript (JS), Cascading Style Sheets (CSS), and HyperText Markup Language (HTML) code into their groupsThis allows for unprecedented levels of customizations TABLE OF CONTENTS How to Customize Your Groups FAQs How to Customize Your Groups Follow these steps to add custom code to your groups: 1Access Group Settings As a group admin/owner, navigate to your group dashboard, and find the group you wish to customize2Go to Branding Options Within the group settings menu, look for the "Branding" sectionClick on it to open the branding options for your group3Advanced Customization In the Branding section, you'll find an "Advanced" tab or option (scroll to bottom)Select this to access the advanced customization settings where you can input custom HTML, CSS, and JS4Adding Custom Code HTML: You can add custom HTML to modify the structure or content of your group's pagesThis is ideal for adding custom headers, footers, or unique content blocksCSS: Use CSS to alter the visual style of your groupThis can include changes to colors, fonts, layouts, and more, allowing you to align the group's appearance with your brand or preferencesJS: JavaScript can be used to add interactive elements or functionality to your groupThis could range from simple animations to complex features like custom forms or integrations5Preview Your Changes Before making your customizations live, take advantage of the preview featureThis allows you to see how your custom code affects the group's appearance and functionality, letting you make adjustments as needed without affecting the live site6Go Live Once you're satisfied with your customizations, save your changes to make them live for all group membersEnjoy your newly person FAQs Q: How do I check how my group looked before adding the code Check how the group looks without a CustomCode via this Link Check how the group looks with a CustomCode via this Link Q: What should I do if I'm experiencing issues in a community after applying custom code? A: If you encounter any problems within a community where custom HTML, CSS, or JavaScript has been implemented, it's important to isolate whether the issue is being caused by the custom codeTo do this, you can temporarily disable the custom code and see if the problem still occursSimply add 'customCode=false' to the end of the community's URL in your browser's address bar and press EnterThis action deactivates the custom code for your current session, allowing you to check if the issue persists without the customizationsIf the problem is resolved with custom code disabled, it indicates that adjustments to your custom code may be necessary </s>
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<s>[INST] Mailgun - Overview [/INST] What is Mailgun? Mailgun is a third-party service we use to send emails in bulkSimilar to how we use Twilio to send text messages and callsFor new onboarding agencies, you will be using LC email by default, which is living under our Mailgun accountHow much will Mailgun cost? Mailgun's Foundation plan is starting at $35/monthLearn more about Mailgun pricing hereWhat domain should I use? We recommend using a subdomain with Mailgun, like "mg.mydomain.com"Using a subdomain you will be able to send emails from your root domain e.g"you@mydomain.com"If using a subdomain please make sure that you configure MX records for the subdomain for optimal deliveryThis is configured within your Mailgun accountNote: You can only add domains you ownYou will need to update the domain's DNS records to verify that you are an authorized owner or sender for this domainThere are two different ways to set up Mailgun with HighLevel: Pros: Cons: 1One Sub-domain You can set up one sub-domain in Mailgun for your marketing agency domain and use that same sub-domain for email sending across all of your client accounts in HighLevel Easy setup - only need to set up one subdomain for your domain which you already have access to Emails are white-labeled to your marketing agency domain or you can buy a generic domain so it will not show any agency branding If your domain gets disabled (gets a bad score due to bounce rates) email will stop working for all of your clients since all of their accounts are powered by the same domainThe solution: don't send spammy emails to poor email addresses :-) 2Multiple Sub-domains You can set up a subdomain in Mailgun for each of your client's domains and use that subdomain for sending for their specific HighLevel accountOnce you set up a unique domain/subdomain for each location to capture cold inbound emailsLearn more about Cold Email Inbound Setup hereEmails are white-labelled per the client domain If a client's domain gets disabled email only goes down for their client account Difficult setup - time-consuming having to set up a subdomain for all of your clients and getting access to each of their domains </s>
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<s>[INST] Feature Document - Multiple Dashboards [/INST] TABLE OF CONTENTS Feature 1 - Creating Dashboard Feature 2 - Clone Dashboards Feature 3 - Manage Permissions Feature 4 - Delete Dashboards Feature 5 - Pin Dashboards Feature 6 - Default Dashboard Feature 7 - Granular Insights Feature 8 - Exporting Widget Records The Multiple Dashboards feature is a groundbreaking addition to the GHL platform, enhancing your dashboard experience and providing unprecedented flexibilityWith this update, users can create, manage, and customize multiple dashboards, tailoring their data visualization to unique needsThe introduction of these features empowers users to elevate their analytical capabilities, offering a more intuitive and personalized experienceKey Benefits: Enhanced Flexibility: Users can now go beyond the constraints of a single dashboard, allowing them to organize and view data in a way that suits their preferencesTime Savings: The ability to clone dashboards simplifies the process of creating new dashboards, saving time and effort for users who need similar configurationsGranular Control: Custom permissions ensure that data is shared selectively, with users having precise control over who sees specific dashboardsOrganized Insights: The option to delete dashboards and pin favorites enables users to maintain a clutter-free and organized dashboard environmentFeature 1 - Creating Dashboard Users can create new dashboards to curate data and insights according to their specific needsThis functionality is available to users on the $497 and higher plans, including both Agency and Account usersFeature 2 - Clone Dashboards This feature enables users to duplicate existing dashboards, streamlining quick modifications and minimizing repetitive setupBoth users with Full and View-only access have the capability to clone an existing dashboard Feature 3 - Manage Permissions Owners and Users with FULL access to a dashboard can manage permissions for different rolesDashboards can also be set as Private Dashboards, which won't be visible to other team membersFeature 4 - Delete Dashboards Dashboard Owners can remove dashboards they no longer need, decluttering their workspaceFeature 5 - Pin Dashboards Users can prioritize important dashboards by pinning them for quick and easy accessFeature 6 - Default Dashboard Users can set Default Dashboard and ensure that everyone starts their day with the most critical information at their fingertips, without any hassleDefault dashboards serve as the primary landing page for all users, while pinned dashboards are personal favourites that individual users can access quicklyFeature 7 - Granular Insights Users can view records and granular details for all charts and widgets by clicking on any component, whether it's a node on a line graph or a bar in a bar graph, to unlock a treasure trove of dataThe records can also be downloaded by clicking on the export icon on the record view pop upFeature 8 - Exporting Widget Records The records can be downloaded by clicking on the export icon on the record view pop up for widgetsFor Table widgets the export icon is present on the widgetFeature 8 - Exporting Widget Records Previously, data mismatches between dashboard widgets and other platform modules caused confusion, stemming from differing time zonesWith this solution, users can effortlessly synchronize their dashboard data with their local time, enhancing efficiency and accuracyThis feature provides users with the flexibility they need to optimize their data analysis </s>
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<s>[INST] Customising Review Widgets in Reputation Management [/INST] Review Widget Customisation in reputation management is not just about making reviews look good; it's about strategically leveraging customer feedback to boost reputation, build trust, and drive conversionsBy personalising review widgets to align with brand identity and audience preferences, businesses can harness the full potential of their online reviews and thrive in the digital landscapeKeeping this in mind, we introduce the new and improved Review Widget customisation featureThis powerful tool allows you to create and tailor review widgets to perfectly match your brand's style, content, and preferencesWhether you're a seasoned user or just getting started, this guide will walk you through the process of creating and customising your review widgets step by stepTABLE OF CONTENTS 1Accessing the Review Widget Customisation Tool 2Layout Tab: Configuring Widget Structure 3Content Tab: Editing Widget Header and Description 4Appearance Tab: Choosing Themes and Colours 5Settings Tab: Fine-Tuning Widget Behaviour 6Saving, Naming, and Managing Your Widgets Conclusion 1Accessing the Review Widget Customisation Tool To get started with customising your review widgets, click on Reputation and navigate to the Widgets tabClick the "Create New Widget" button to begin crafting your custom review widgetAlternatively you can also choose from the existing template from the templates tab2Layout Tab: Configuring Widget Structure In the "Layout" tab, you can define the fundamental structure of your widget: Select your preferred widget type: List, Masonry, Grid, or LegacyThe Legacy widget type retains the characteristics of our original widget style, primarily for backward compatibility, and offers limited customization optionsChoose the source of your reviews, such as GMB and FBDefine the maximum number of reviews you wish to showcaseSelect the Maximum Ratings you wish to showcase in the Widget Toggle the option to enable or disable the "Powered by" section that is displayed at the end of the review widget3Content Tab: Editing Widget Header and Description In the "Content" tab, you can fine-tune how your widget appears: Enhance Widget Title and Description: Craft compelling and on-brand widget titles and descriptionsCustomise them to effectively communicate your messageHeader Section Customisation: In the header section, you have the option to enable/disable the display of the rating, total review count, and "Write a review" button within the widget4Appearance Tab: Choosing Themes and Colours The "Appearance" tab gives you control over the visual style of your widget Choose from Light, Dark, or create a Custom themeIf you opt for Custom theme, customise individual component colours such as widget heading colour, reviews colour, star rating colour, Background colour, Border colour and more5Settings Tab: Fine-Tuning Widget Behaviour In the "Settings" tab, you can further refine your widget's behaviour: Enable or disable review elements like the display of the review date and reviewer iconChoose to exclude reviews containing no descriptionGenerate an embed code for your websiteCopy the provided code and paste it into the HTML of your website to display your widget where you want itAlternatively you can also copy code directly from the copy code icon at the top right of the widget screen 6Saving, Naming, and Managing Your Widgets Give your widget a meaningful name for easy referenceYou can view all your saved widgets in the saved widgets tabChoose to save your widget for later use or make it live immediatelyYou can also delete widgets you no longer require by clicking on the triple-dot menu at the widget's upper cornerConclusion With our Review Widget Customisation feature, you have the flexibility to create stunning review widgets that align with your brand's identityCustomize the layout, content, appearance, and settings to create widgets that captivate your audience and enhance your online reputationStart creating your custom review widgets today and make a powerful impression in the digital world </s>
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<s>[INST] The HighLevel Affiliate Policy [/INST] You can find the Affiliate Policy here: https://www.gohighlevel.com/affiliate-policy </s>
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<s>[INST] Call Status Workflow Trigger Setup [/INST] Two ways to capture Call results: 1. Call Connect feature This feature requires that the receiver press a key in order to connect the call, this will result in higher accuracy for call reporting. After you enable this option, you will need to update the whisper message as this feature requires that the receiver press a key to connect the call. 2. Call timeout If you don't want to use the Call connect feature, you can adjust the Incoming Call Timeout according to how soon the forwarding number's voicemail answers. We recommend using a Call Timeout of 20 seconds or lower depending on your forwarding number. E.g. If your forwarding number's voicemail answers within 15 seconds, set the Call Timeout to 10 seconds so it will drop the Call forwarding before it reaches your voicemail. This will mark the Call as answered because we are not able to know if it's a human or a voicemail answering the call. You can upload your own voicemail here. Read more: Why the Call status workflow trigger is marking calls as completed when the client didn't answer the call? </s>
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<s>[INST] How to Setup SFTP for your WordPress Site [/INST] SFTP is a way for you to access the files and folders on a website via a client program on your local computer. SFTP stands for Secure File Transfer Protocol (or SSH File Transfer Protocol). It was designed as an extension of the SSH (Secure SHell) protocol. We only support SFTP connections within the CRM to ensure your data remains safe and encrypted. Covered in this Article: How to use SFTP to connect to your WordPress site? How to use SFTP to connect to your WordPress site? 1. Go to Sites -> WordPress -> Advanced Settings -> FTP Access 2. Click on Generate Credentials. Your credentials will be available in a few minutes. 3. The Host URL, Port number, Username, and Password can be used to log in to a client program and access the WordPress files. Make sure to keep these credentials safe. The UserName and Password are unique for each user and you can even reset these credentials. There are many free and premium ones to choose from, we recommend one of the following: FileZilla (Free – macOS or Windows) WinSCP (Free – Windows) FlashFXP (Premium – Windows) Cyberduck (Free – macOS or Windows) Transmit (Premium – macOS) </s>
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<s>[INST] Google Organic Booking [/INST] In This Article What is Booking Redirect? Who is this applicable for? What do you need? Uploading Feeds Tips for Success How to Disable Integration? What is Booking Redirect? Google Booking Redirect a.k.a Google Organic Booking refers to the process of customers finding and booking services directly from a business's Google My Business (GMB) listing, without any involvement of third-party booking platforms or paid advertisementsWhen users search for a specific service or business on Google, and the business has enabled booking functionality through their GMB profile, customers can book appointments or services directly from the search results page or the business's Google Maps listingThis feature allows businesses to streamline the booking process for potential customers, providing a convenient way for users to schedule appointments without visiting the business's website or using external booking platformsGoogle Organic Booking helps businesses attract and convert local customers by making the booking experience seamless and accessible directly from Google searchWho is this applicable for? This feature can be used by users who have businesses in the following countries: Following are the Business verticals this is applicable for with some exclusions What do you need? You must have a Google Business Profile for this feature Uploading Feeds Go to Calendars Settings > Connections > Organic Booking Redirect Step 1: Primary Action Feed (Book Online Button) Create a Booking Page: Set up a Service Menu or a Group of servicesThis detailed view helps customers choose services easilyUpload the Primary Action Feed: This link enables customers to directly book servicesEnsure it’s active and user-friendlyThe Primary Feed action link would be added to the Book Online button as shown in the below example Step 2: Individual Service Booking List Your Services: Any calendar which you have created can be used here which would show up under the services tab on Google Upload Individual Service Feeds: If you want certain calendars (services) to be shown you can select those Calendars in the Individual Service Booking dropdownEnsure the Calendars have Description: Please ensure that the calendars you are selecting have a clear description matching to the Name of the Calendar / ServiceThis is crucial to get these validated on Google's endIt usually takes 1-2 weeks for the feeds and profiles to be verified for the first timeThe Calendars which you upload in the Service Feed would appear on Google similar to the example shown belowTips for Success: Clear Descriptions: Make sure your services and calendars have clear, concise descriptions that match their namesLink Accuracy: Please ensure that you are selecting only service menu or group in the Primary Action Feed and Individual calendars Service Links Regular Updates: Keep your information currentUpdate your offerings and descriptions as needed for accuracyHow to Disable Integration? Users have the option to disable Google Organic Booking with a simple toggle in Calendar SettingsBy disabling the integration, the system refrains from uploading any feed to GoogleConsequently, the end customers won't find the option to discover and book services directly from a business's Google My Business (GMB) listingTo disable the integration: Navigate to Calendar Settings > Connections Tab In the Account Connections tab, locate the Google Organic Booking sectionToggle the switch to disable Google Organic Booking </s>
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<s>[INST] How to generate images for Social Planner using Content AI [/INST] Content AI is a powerful AI-powered assistant designed to generate high-quality content, including text and images, to enhance productivityIt's an innovative tool that can help users craft unique social media posts, focusing on creating realistic images from descriptive natural languageWhether you're building a digital art representation or a realistic photo, Content AI makes content creation a breeze with easy activation and an intuitive interfaceCovered in this Article: What is Image Generation using Content AI? What are some usage cases for this feature? Competitive advantages of Image AI: How to use Image AI in the Social Planner? Things to keep in mind: Step 1: Go to Marketing > Social Planner > New Post Step 2: Select the social you want to publish once you create a new postStep 3: Click on the Image upload icon and select the Generate Image with AI option in the dropdownStep 4: For generating the image Step 5: If the details of the image are as per your requirements, click ContinueFAQs Q: How many styles can I generate for the image? Q: I want to check the old image-generated contentWhere can I check it out? Q: Can Content AI help me create a series of themed images for a social media campaign? Q: What happens if I provide a fantasy or abstract description? Q: How can I leverage the 'number of variations' feature for my social media strategy? Q: Is there a limit to how many AI-generated images I can create? Q: Can Content AI create animations or GIFs based on my description? Q: Can Content AI understand and interpret metaphors in the image description? What is Image Generation using Content AI? Image Generation using Content AI is an innovative feature that creates unique images based on user-provided descriptionsIt's a crucial part of the Social Planner platform, where it assists users in making their social media posts more engaging and visually appealingWith Social Planner, users can plan their social media content, while Image Generation using Content AI handles the creative aspectUsers input a description of the image they want to create in natural language, choose the number of variations they wish to see, and select the Style for the imageContent AI then processes this information and generates a unique image that aligns with the description and style preferencesThis feature is particularly useful for content creators, marketers, and social media managers, as it allows them to create custom images for their posts without needing advanced graphic design skillsWhat are some usage cases for this feature? Social Media Campaigns: An agency preparing a campaign for a client's new organic skincare line can generate various images with "A minimalist organic skincare product set against a backdrop of natural greenery." Promotional Events: When promoting an upcoming webinar, you can create engaging visuals with the description, "A digital webinar invite with a sleek laptop, a hot cup of coffee, and a notepad on a desk." Brand Awareness Posts: Boost brand visibility with posts like "An inspirational workspace showcasing a logo-branded mug and stationary." Client Testimonials: Turn textual client testimonials into engaging visualsFor instance, an image of a "happy client holding a sign with a positive testimonial" can be createdHoliday Greetings: You can schedule a series of holiday-related posts using images from descriptions like "A warm, cozy winter scene with a cup of hot chocolate and a message of Happy Holidays." Educational Content: You can create informational posts related to industry insightsFor example, "An engaging infographic on latest social media trends." Product Launches: For a client releasing a new line of sneakers, generate images with "A trendy pair of sneakers on a graffiti background." Content Series: You're running a 'Tip of the Week' series on productivity hacksGenerate images using descriptions like "A serene home office with a tip on time management overlay." Employee Features: Spotlight team members by generating images with descriptions such as "A professional portrait of [employee name] with a brief bio." Themed Posts: For something like a 'Throwback Thursday,' generate images that fit the theme, for example, "A vintage-style photo of an old-style typewriter with a caption about how marketing has evolved." Competitive advantages of Image AI: AI-Generated Imagery: Unlike platforms like HubSpot, Salesforce, Zoho CRM, Sprout Social, and Hootsuite, this tool goes beyond standard social media management features by providing AI-powered image generationThis means that users can produce unique, engaging visuals from simple textual descriptions, not merely from a repository of pre-existing stock imagesUnprecedented Creativity and Customization: The capacity to generate images in many styles – from photography to fine art to digital art – introduces customization and creativity that other CRMs like Salesforce and HubSpot don't offerThis opens up a world of possibilities for brand expression, enabling users to design more personalized and brand-consistent visualsUnified Content Creation Process: By merging social post planning with AI-powered image creation, content production becomes seamless and efficientUnlike using Zoho CRM or Sprout Social, where you might need to juggle different platforms for image sourcing and post-scheduling, this feature allows users to plan and create all within a single platformEfficiency in Time and Resources: The use of AI for image generation helps to eliminate the necessity for a dedicated graphic designer or the time-consuming task of scouring image repositories – an advantage over traditional social media management tools like HootsuiteThis results in significant savings in time, effort, and financial resourcesScalability: With AI-powered image generation, the capacity to produce content scales with your needsWhether creating a few social posts or launching a comprehensive campaign, this feature can support your efforts more effectively than conventional tools offered by CRMs like Salesforce or ZohoHow to use Image AI in the Social Planner? Please Note: Image AI needs you to have Content AI enabled for that account for it to work, please refer to this article on how to enable Content AIThings to keep in mind: Avoid Promotional Language: Words like "discount," "sale," or another promotional verbiage may not translate well in the context of image generationThe AI does not understand these concepts as humans do, and it may confuse the generation process leading to results that may not meet your expectationsDescribe Realistically: The AI generates images based on the specific elements you describeTherefore, it's best to provide descriptions that resemble real-world scenariosFor instance, instead of saying "20% discount on shoes," describe the scene as "A stylish pair of running shoes placed next to a gym bag." Be Clear and Concise: While creative, ensure your description is clear and conciseOverly complex or vague descriptions might lead to inaccurate image generationFor example, instead of saying, "an exciting place where kids have fun," you could say, "A colorful children's playground with slides and swings." Avoid Symbols: As the AI interprets symbols differently, avoid including them in your descriptionsFor example, using the "$" sign to imply something is expensive might not give the expected resultInstead, describe it as "A luxurious diamond necklace in a velvet box." Specify Important Details: If certain elements are crucial for your image, mention themFor instance, if you're describing a room and a certain color scheme is essential, include thatSpecificExperiment and Learn: The more you use the tool, the better you'll understand what type of descriptions yield the best resultsDon't hesitate to try various descriptions and styles to see what works best for your needsStep 1: Go to Marketing > Social Planner > New Post Please Note: Enable the permissions for users to use Content AI in sub accounts by heading to Settings> My Staff> Edit a user> User PermissionsStep 2: Select the social you want to publish once you create a new postStep 3: Click on the Image upload icon and select the Generate Image with AI option in the dropdownStep 4: For generating the image Describe the image - Enter the description of the pictureContent AI will generate realistic images and art from a description in natural languageChoose the number of Variations -Choose the Number of variations from 1 to 5 Choose Style for the image - Three style categories are Photography, Digital Art, and Fine ArtPlease Note: Please avoid words like discount, sale or any symbols in the descriptionPlease describe in realistic manner as given in exampleExample 1 Describe the image - A vibrant fruit salad in a glass bowl Choose the number of Variations - Select two variations Choose a style for the image - 3D Model Example 2 Describe the image - Serene sunrise over a mountain range Choose the number of Variations - Select four variations Choose a style for the image - Photo Step 5: If the details of the image are as per your requirements, click ContinueFAQs Q: How many styles can I generate for the image? Content AI provides photo, film, Dreamlike, Digital Art, Poster, Vector, Colorful, 3D Models, Pastel Art, Sketch, Watercool, and Color PencilsQ: I want to check the old image-generated contentWhere can I check it out? To check the generated content via Content AI, go to Automation> Content AI to learn more details and see the various content generatedQ: Can Content AI help me create a series of themed images for a social media campaign? A: Absolutely! You can use consistent descriptions and styles in Content AI to create a series of related images to provide a unified aesthetic for your campaignQ: What happens if I provide a fantasy or abstract description? A: Content AI is versatile and can interpret and generate images from various descriptions, including fantasy or abstract onesHowever, the results may vary based on the specifics of the descriptionIt's always worth trying out! Q: How can I leverage the 'number of variations' feature for my social media strategy? A: The 'number of variations' feature allows you to explore different interpretations of your image descriptionThis can be particularly useful for A/B testing, enabling you to understand which type of visuals resonate best with your audienceQ: Is there a limit to how many AI-generated images I can create? A: As of my last update, there isn't a specific limitHowever, usage policies may vary, so checking the current terms and conditions for accurate information is recommendedQ: Can Content AI create animations or GIFs based on my description? A: Content AI is designed for static image generation as of the last updateIt may not support animations or GIFsQ: Can Content AI understand and interpret metaphors in the image description? A: While Content AI can interpret a wide range of descriptions, it might struggle with metaphors as they require a level of abstract thinking that AI has not fully mastered yetIt's recommended to use literal, clear descriptions for best results </s>
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<s>[INST] Action - Webhook [/INST] A Webhook (also called a web callback or HTTP push API) is a way for an app to provide data to other applications API URL triggered by, events. Fire a POST or GET Method Webhook with Standard Data and Custom Data/ Custom Headers POST Method GET Method Note: The data is sent one-way and we do not handle the response received from POST/GET method </s>
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