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Facebook Troubleshooting - Lead Ad Debugging

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User Permissions, Assigned Data, and Owners

User Permissions User permissions are a great way to limit your client's access to certain features/areas within HighLevel. "Only Assigned Data" is a great way to limit salespeople from seeing each other's leads, opportunities, conversations Limiting user access to only assigned data in the subaccount will constrain their activity and capabilities. This implies that users will exclusively view or have access to the information they own. Contacts Users will see only their assigned contacts and the corresponding conversations. Campaigns (read-only) Users can view the campaign and its content but won't have the ability to edit it. Calendar Users will only observe their assigned calendar and appointed meetings. Pipeline/Opportunities Users will exclusively access their assigned opportunities in the pipeline. Note: there is no option to assign tags, funnels, workflows, etc. Therefore, toggling the "only assigned data" feature will restrict user access to these functionalities.

Bulk Importing Contacts Via CSV Walkthrough

Whether this is your first CRM or you are moving from another system, importing lets you create records and update your existing databaseEach row represents a contact record, and each information column represents a contact property (First Name, Last Name, Email Address, etc.) Please note: Having issues importing contacts? Troubleshooting Bulk Imports Via CSV Covered in this Article: Pre-requisites: How to import contacts into the CRM Step 1: Setting up your CSV and Custom Fields before importing Step 2: Check for duplicates Step 3: Importing your contacts 1st Method: If your CSV has a phone # and or email, please follow this CSV setup guide 2nd Method: If your CSV does NOT have an email and or phone #, please watch the video below Breaking down advanced filters: Bulk Import Multiple Emails per Contact: Conditions to import: Steps to Import FAQ My CSV list is mixed; some contacts have an email or phone #, and some have both an email and phoneHow should I proceed? Some of my contacts have multiple emails and or phone numbersHow should I proceed? Important note for people that use Keap: When importing the phone numbers, I get the error code 1007 'invalid required property: I'm trying to import a CSV with a DND Column, but all contacts are set to DND for ALL channelsI'm trying to import a CSV with Notes, and I cannot generate more than one note per contact recordI'm trying to export a CSV with NotesPre-requisites: Only users with an 'Admin' role will have the option to import and export contactsThe import file needs to be a .csv file Have only one sheet/tab within the spreadsheet Be smaller than 50MB (Note: a typical .csv file with 4 columns and 10,000 records will be ~500kb in size) The first row should NOT be blank! Include a header row in which at least one column header corresponds to a field in the systemHow to import contacts into the CRM Step 1: Setting up your CSV and Custom Fields before importing Please Note: - When adding a phone number that requires a "+" sign, please add an apostrophe at the beginning of the number, like this: '+191668128779 (Correct format)- File Upload and Signature Fields are NOT supported when importing - When important contacts are with a DND column within your CSV, please note that the contact will be DND for ALL the channelsIf you would like to DND for specific channels, please set up a workflow first and use tags Having issues importing contacts? Troubleshooting Bulk Imports Via CSV Step 2: Check for duplicates It's always best practice to clean your list and check for duplicates before importing into any software, especially if you are running cold traffic campaignsFailure to do so can results in deliverability issues Step 3: Importing your contacts There are two methods to import contacts depending on your CSV data: 1st Method: If your CSV has a phone # and or email please follow the 1st method below 2nd Method: If your CSV does NOT have an email and or phone #, please follow the 2nd method below (Getting contact ID) 1st Method: If your CSV has a phone # and or email, please follow this CSV setup guide Please Note: The Add to Workflow/Campaign toggle only works for new contacts and not contacts that are being updated through the CSV file2nd Method: If your CSV does NOT have an email and or phone #, please watch the video below Please Note: Contact ID unique identifier only shows up if you have a column header with Contact ID written as the header titleWhen selecting the unique identifier (Email, Phone or Contact ID) The system will only use identifier selectedIt will not use the phone number during the importExample: My CSV has mixed emails and phone numbers, some contacts share emails like Breaking down advanced filters: Add New and Update Existing Contact Records: This means that it will create new contacts, and if you have any leads already in the system, it will update them with the information from your CSV fileThe system will check for existing contacts in the sub-account based on the unique identifier (Email, phone, or contact id) you selected (Primary or Secondary preference)Add New Contact Records: This will create new contact records and will not update existing contacts in the locationUpdate Existing Contact Records: This option will only update existing contact records and not create new contacts in the locationPlease Note: While the default unique identifier is Email, our system allows you to choose fields other than Email for de-duplication purposes during the Bulk CSV Upload Bulk Import Multiple Emails per Contact: You can leverage the power of effective contact management with our new 'Additional Emails' feature, complemented by the Bulk Import capabilitySeamlessly map, manage, and maintain multiple emails for each contact, enhancing data handlingOur innovative approach simplifies large-volume data management, ensuring a streamlined and efficient process for usersConditions to import: To ensure contact uniqueness, both the primary and additional email (if selected as the first preference) will be usedIn cases where multiple duplicate matches are found for an additional email, that specific email will be left outAny invalid emails in the additional fields will be removed, leaving only valid ones for a contactIf the email column in the CSV is blank, but the additional email column has values, the first additional email will serve as the primary emailWhen updating an existing contact, the specified emails in the CSV will be combined with the ones already associated with the contactThe "Additional Email" column can hold a maximum of 10 email IDs, with only the first 10 being considered if more are includedSteps to Import Within the Contact Import section, users will discover a new system field named “Additional Emails.” This feature enables users to map all their extra emailsDuring the import process, it's necessary to include all additional emails in one columnThese should be separated by commas (,), slashes (/), or semicolons (;), and then mapped to the “Additional Emails” field in the systemSample CSV FAQ My CSV list is mixed; some contacts have an email or phone #, and some have both an email and phoneHow should I proceed? Please use the 'secondary preference' option for a mixed CSVThe system will search for the first preference and then the second if it cannot locate the firstIn the example above the first preference is 'Email' and the second is 'Phone'Now we can find existing contact based on the secondary field, so if the contact record has only the phone number, we can also upload them! Some of my contacts have multiple emails and or phone numbersHow should I proceed? If a contact has multiple phone numbers or emails, please split the contacts into multiple so they will be uploadedExample: Original with two phone number columns: Josephine 810-292 9388 810-374-9840 josephine_darakjy@darakjy.org Cleaned for upload version: Josephine 810-292-9388 josephine_darakjy@darakjy.org Josephine 810-374-9840 Keep the email blank for the second lead with a different phone number because it will create duplicates when we upload contacts with phone numbers as the unique fieldImportant note for people that use Keap: The phone field from the CSV export in Keap is incompatible with GHLThe parenthesis '()' and dashes '-' make it incompatibleWe have to highlight the entire column in the CSV file and ensure it is numbered in, remove any parenthesis and dashes, and then we can import without corrupting the data in the CRMWhen importing the phone numbers, I get the error code 1007 'invalid required property': Add a country code for numbers outside the sub-account country when importing numbersIf the sub-account country is set to the US, you won't need to add a +1 (US country code) to the imported phone numbersHowever, if you're importing numbers outside of the US, you will need to add the country code I.eA sub-account that has set its business location to the US would need to add '+44 to call the UKIf the Sub-Accounts country is set to a different country other than the US (like - the UK, Australia, etc.), to call/SMS US numbers you would need to add a '+1 to the country's area code within the CSV FileI'm trying to import a CSV with a DND Column, but all contacts are set to DND for ALL channelsWhen importing contacts with a DND column within your CSV, please note that the contacts will be DND for ALL the channelsIf you want to DND for specific channels, please set up a workflow first and use tags for each channelIe: I would like john to be DND for SMS onlyI would create a workflow that DNDs a contact when a tag 'DND SMS' is addedSo now, on the CSV, I would add the Tag 'DND SMS' next to John's nameWhen importing, this would fire automation to DND John for SMS OnlyI'm trying to import a CSV with Notes, and I cannot generate more than one note per contact recordWhen importing contact notes, you may only have one note per contact record with a limit of 5000 charactersPlease use the large text custom field if you have more than one note or more characters than the allowed amountI'm trying to export a CSV with NotesAs of now, We do not have any limit for CSV import for notes, and As per our current export behavior, we support Max of 255 Characters for the last notePlease note: For a detailed troublshooting doc please see: Troubleshooting Bulk Imports Via CSV

Mailgun Setup - Namecheap Domain Setup

Step-by-step Mailgun Setup - Namecheap Domain Setup To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record A video to recap: Step-by-step Mailgun Setup - Namecheap Domain Setup 1Sign up for Mailgun.com 2Check your email inbox to verify the email address 3Login to Mailgun, Click on Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunAMain domain: If you are adding the main domain, it should not be used with Gsuite, or any other email provider Subdomain: To set up the subdomain with Mailgun, you can type ANYTHING_HERE.companyname.com Examples: mg.companyname.com replies.companyname.com support.companyname.com BPlease set up the domain or subdomain under US, not EUnot EUnot EUCClick on Add domain 5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsLog in to Namecheap.com Click on Domain List > Manage Click on Advanced DNS, we are going to add 5 DNS records To add the 1st TXT record Click on Add New Record Select TXT Record from the dropdown AHost: 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BHead back to Mailgun and Copy the first TXT record here v=spf1 include:mailgun.org ~all Value: we will paste the first copied TXT record here v=spf1 include:mailgun.org ~all CClick on the green check To add the 2nd TXT record Click on Add New Record Select TXT Record from the dropdown AHost: it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain Examples: copy the highlighted part Example 1 using subdomain Example 2 using main domain: BValue: we will paste the second long TXT record here CClick on the green check To add the 1st MX records Scroll down to MAIL SETTINGS Switch the dropdown to Custom MX This will affect your existing Gsuite account to capture incoming emails for the main domain if you have Gmail selected originallyMake sure you are using a subdomain for MailgunCheck out Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? You will need to add back 5 MX records for Google Gmail: HostTime to Live (TTL*)PriorityValue @ 3600 1 ASPMX.L.GOOGLE.COM @ 3600 5 ALT1.ASPMX.L.GOOGLE.COM @ 3600 5 ALT2.ASPMX.L.GOOGLE.COM @ 3600 10 ALT3.ASPMX.L.GOOGLE.COM @ 3600 10 ALT4.ASPMX.L.GOOGLE.COM Once you add back all FIVE MX records above, we can then add our MX records for Mailgun Click on Add New Record AHost: 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BValue: paste the following data mxa.mailgun.org CPriority is 10 DClick the green check To add the 2nd MX records AHost: 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BValue: paste the following data mxb.mailgun.org CPriority is 10 DClick the green check To add the CNAME record Scroll back up to the top section named HOST RECORDS Click on Add New Record Select CNAME Record from the dropdown Head back to Mailgun to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain Go back to Namecheap: AHost: 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 If you are setting up a main domain like companyname.com, the host name will be email BValue: paste the following data mailgun.org CClick the green check Now that you have added 5 records, Go back to Mailgun and click on Verify DNS Settings Click the same button to Verify DNS Settings again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can grab the Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Then we could send a test email to see if everything works! Click here to learn How to send a test email in the Conversation A video to recap:

Setting Up SMTP Providers

We have direction integrations with both Google and Outlook, if you're sending through these providers please use those integrations not SMTPGmail Sync Article -- https://help.gohighlevel.com/support/solutions/articles/48001235216-how-to-set-up-two-way-email-sync-for-gmail Outlook Article -- https://help.gohighlevel.com/support/solutions/articles/48001229663-two-way-email-sync-for-outlook We also have built in bulk sending using LC Email as wellLC Email Article -- https://help.gohighlevel.com/support/solutions/articles/48001220605-what-is-lc-email-i-want-to-know-more If you choose to use SMTP you do so at your own discretion, while we offer support it will be done on a best effort basisSMTP is considered an advanced use case for experts and not how most people should be sending email through HighLevelA List of SMTP and IMAP Server: https://www.arclab.com/en/kb/email/list-of-smtp-and-imap-servers-mailserver-list.html Sender Email Address Configuration Limitation when Using Your Own SMTP Provider: If you are using an SMTP provider, make sure the sender email you mask here matches the email you integrated withLearn more on how to configure the sender's email address hereIf the sender's email does not match with the SMTP integrated email, or if the sender's email is not verified with your SMTP provider, it will fail to deliverTo test if the integrated SMTP integration work: When sending an email, we will need to update the sender's email address so it matches the integrated SMTP emailIn manual conversation, the sender email is set to be the user login email, we will need to set the email below to match with the SMTP integrated emailBy default it will show your login email here: Daily limits on how many emails can be sent: Your SMTP provider may have daily limits on how many emails can be sentGmail, for example, has a limit of approximately 100-150 emails per day when connected to the server from a remote email clientLearn more about Why Can't I use My Free Email Address As The SMTP? Workflow/Email Statistics We will not be able to fetch delivered/bounced stats to display themSMTP integration will show opened and clicked onlyWe highly recommend setting up Mailgun or LC Email to show statisticsLearn more about Troubleshooting Email StatsCommon issues when settings up SMTP providers: 1Make sure Email Re-Billing is disabled while we make changes to the default provider 2please try to use the gmass tool with the same input and see if that works: https://www.gmass.co/smtp-test Help docs on setting up SMTP providers: Google: Using Google/Gmail/GSuite as your SMTP Provider Setting alias for Google smtp Yahoo: Yahoo temporarily disabled their SMTP and there's no ETA on when it will be available againSendgrid: Using SendGrid As The SMTP Provider Zoho: Using Zoho as your SMTP Provider In regard to setting up Amazon SES: Use the correct server name listed on the SMTP Settings page Use port 465 Use the IAM Username & Password you created ( and hopefully saved because you can't view it again ) Use the Amazon AWS Root User Email Address Amazon SES Quick Start https://docs.aws.amazon.com/ses/latest/DeveloperGuide/quick-start.html Managing Your Amazon SES Sending Quotas https://docs.aws.amazon.com/ses/latest/DeveloperGuide/manage-sending-quotas.html Moving Out of the Amazon SES Sandbox https://docs.aws.amazon.com/ses/latest/DeveloperGuide/request-production-access.html In regard to setting up Outlook / Microsoft Office 365: It is common to get the error Authentication unsuccessful even though the two-step verification is OFFMicrosoft changed its securityNow a third-party app requires SMTP Authentication to be enabledHere is the guide to enabling SMTP > https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-microsoft-365-or-office-365 If the above article is not helpful, please reach out to Outlook support to get the account authenticatedRelated Articles: Hide The SMTP Setup Help Doc Link

Mailgun - Overview

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

Where Do Form Responses Show Up?

Forms will help you capture information about contacts that fill out and submit the form. In order to view this information, start by navigating to "Sites" > "Forms" (at the top of the screen) > "Submissions" where, you will be able to filter or search through form submissions and view the information that was provided on a particular form submission. If you are using custom fields on your forms, those will also be shown in the Contact Details page which you can access by navigating to "Contacts" > (then search or click on any Contact).

Calendar Sync Option Explained

For Group calendar We updated so that the sync option will be found in the Settings->Profile page after you integrate the Google accountYou will need to log in as the user and go to the Settings -> Integrations page to connect with the Google accountAfter that is done, you can connect to the Google account under the Profile tab in the Calendar Configuration sectionFor the sync option here, it would be the same idea as what we had beforeAllow contact creation means that we will create a contact + appointment in HighLevel for the guests we found in the Google eventsIf you don't want us to create a contact, you can choose "Select Default Calendar" and click saveAfter you select the default calendar, the Allow Trigger option would show up and that means if you want the appointment triggers or Customer booked appointment trigger to fire for the contact we created to add the lead to the appointment reminder campaignsFor unassigned calendar All HL appointments will still push to the linked Google calendar no matter what the sync option isThe behaviour for two-way sync and disable trigger would pull the guests in the Google events and add them to HighlevelSmart sync would pull the guests in the Google events and add them to Highlevel if we found that they are already a lead with the same email in HighLevelCalendar Sync Options: One way: All events from Google calendar will be shown as greyIt will not add whoever is invited in the Google event to HighLevelBut will still sync the Appointments from HL to the Google calendar and block the timeslot pulled from GoogleTwo way: All events from google calendar will be colored and will talk to each otherHighLevel will find who is invited in the Google event, create a contact record for them, and fire off any triggers associated with the calendarSmart: When an event is created in Google calendar but the contacts associated with the event were not found to be already existing in HighLevel as contacts, HighLevel will not add them as contacts but will block the time off in your HighLevel calendar (event color will be gray)Alternatively, when an event is created in Google calendar and the contacts associated with the event were found as existing contacts in HighLevel, HighLevel will color code the event and fire off any triggers associated with the calendarDisable Trigger: All Google Calendar event contacts will be pulled into HighLevel as new contacts, but no triggers associated with the HighLevel calendar will fire

Voicemail Drop File Conversion

Instructions on how to properly convert audio files to a low quality meant for phones. Once you record the voicemail on this website: https://recordmp3online.com/ if it doesn't work try this out: If the voicemail file quality is high, these instructions should help you make it compatible to more carriers: 1. go to https://online-audio-converter.com/ and upload the voicemail file 2. Convert to ECONOMY 64kbps MP3 3. Upload it back to the voicemail step If it's still not working, you can try to convert the file further here: You'll need to get audacity You'll need to get LAME 1. Drag and drop your audio file into audacity 2. On the bottom left, lower the project rate down to 8000 3. Tracks -> Resample... -> 8000 -> OK 4. File -> Export Audio... -> Name the File in the Save As-> Format: Other uncompressed files -> Options -> Header: WAV -> Encoding: U-Law -> OK -> Save -> OK

Triggers - Overview

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. Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of HighLevel together. Think of triggers as the wiring or 'secret sauce' in the back-end making all the cool things HighLevel does actually happen. Example: Let's say you have set up a Zap in Zapier to push leads into a HighLevel campaign when they fill out a form embedded in a ClickFunnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a new lead) How would we do this? Answer: Set up a trigger! Create, Name and Activate Triggers Follow the steps below to create, name and activate a trigger: Click Triggers Click + New Basic Rule Choose a trigger from the Choose a trigger dropdown and add all the necessary filters Click +Add action Choose an action from the Choose a action dropdown and all the necessary filters Name the Trigger in the Trigger name field Click the Draft dropdown and click Activate

Call & Voicemail Drop Events

Voicemails are a great way to reach customers and let them know about your businessVoicemail drops are a quick and inexpensive way to determine if your messages are getting throughYour voicemail drop could be the first step towards increasing sales and customer satisfactionGet started right away by ordering your free voicemail drop from our websiteIn this article, we will cover Call and Voicemail drop eventsCovered in this article: How to set up automated calls and voicemail drops in Workflows After you configure the workflow trigger By default, the call whisper states, "You have a new lead, John SmithPress any button to connect"How to set up automated calls and voicemail drops in Campaigns FAQ's My voicemail file is not workingA quick video on how they work and some gotchas to be aware ofPrerequisites: - You have already purchased a number in your subaccount (LC Phone Guide) or (Twilio Guide) - You have pre-recorded Audio files that are mp3/wav files (64kbps ) How to set up automated calls and voicemail drops in Workflow Once you are in the subaccount, click Automation on the left menuClick on Create WorkflowClick on Start from scratch… then Click on Create a new workflowAfter you configure the workflow trigger Click on Add your first ActionClick on Assign to User if you want the calls to go to the assigned user's phone number configuredIf no one is assigned, the calls will route based on the Inbound Call Routing - ExplainedClick on Call, then followed by a voicemail actionWhat happens By default, the call whisper states, "You have a new lead, John SmithPress any button to connect"You can modify the Call whisper message here: Voicemail detection When the lead can't answer the call, you will hear this message: "Couldn't connect with the lead," and the call endsYou can't leave a personalized voicemail if this occursTo leave a personalized voicemail with our Call event, go to the settings of the call step, and you can turn on "Disable Voicemail Detection." You can upload the voicemail file here: FAQ's My voicemail file is not working1go to https://online-audio-converter.com/ and upload the voicemail fileOtherwise, you can create a new file here https://www.rev.com/onlinevoicerecorder 2Select 64kbps MP3, the lower the better 3Upload back to HighLevel voicemail campaign/workflow A quick video on how they work and some gotchas to be aware of: TLDR; Voicemail drops rely on a carrier trick, this is how all voicemail drops work, and as a result they only work about 70% of the time

White Label the iPhone App

Please ensure you have purchased the White Label Mobile App Service ($497/month) from the Marketplace before you start the process in this articlehttps://app.gohighlevel.com/marketplace ***NOTE*** The White Label Mobile App Service is NOT included in the $497/month Pro Plan (Saas Plan) Apple IOS Instructions All apps in the iTunes Store are submitted through Apple Developer accountsIn order to publish your app for iOS devices, you will need to sign up for an Apple Developer accountApple requires each business to have their own accountFee Enrolment is $99, and renews annuallyMembership is now available at no cost for eligible organizations, including non profit organizations, accredited educational institutions, and government entities based in the United StatesClick Here for more details on eligibility requirementsRegistration Below is a step-by-step guide for enrollingIf you run into any issues, we recommend contacting Apple support directly at 1-800-633-2152Step 1: Create your ID Go to https://developer.apple.com/programs/enrollYou will then be asked to enter or create a new Apple IDWe recommend you create a new Apple ID that reflects your business nameThis way your personal ID is separate from your business accountStep 2: Developer Agreement You will be prompted to read and verify that you have read Apple’s Developer AgreementStep 3: Choosing an Entity Type Here you will be prompted to select an Entity TypeThere are three options: Individual, Organization, or Government OrganizationThe entity type is what Apple uses to display as your Developer NameFor example, as an Individual, your Developer Name will be your full nameAs an Organization, your Developer Name will be your Business’ Name*We highly recommend that you register as an OrganizationApple has emphasized per Item 4.2.6 in the Developer Agreement that the App Name and Developer Name need to match in order for your application to be approvedIf Enrolling as an Organization: You'll need an Apple ID as well as the following to get started: A D-U-N-S® Number Register Here Learn More Here Legal Entity Status: Your organization must be a legal entity so that it can be entered into contracts with AppleApple does not accept DBAs, fictitious businesses, trade names, or branchesLegal Binding Authority as the person enrolling your organization in Apple’s Developer Program, you must have the legal authority to bind your organization to legal agreementsYou must be the organization’s owner/founder, executive team member, senior project lead, or have legal authority granted to you by a senior employeeIf your legal status is a sole proprietorship/single person business, enroll as an individualStep 4: Contact Information After you select your entity type, Apple will want you to enter and confirm your contact informationStep 5: Payment & Confirmation After entering in your payment information, Apple will ask you to complete and confirm your purchaseStep 6: Email Confirmation You should receive an email confirmation of your order with a link to verify your email addressFollow the instructions to confirm your accountNow you are an Apple Developer! Additional Items: Your account renews yearly and is required so your application runs properly Log into itunesconnect.apple.com and developer.apple.com using your Apple ID login information Confirmation of your account can take up to 48 hours by Apple In order to successfully publish iOS applications, ensure you have logged in and accepted any additional Terms of Service prompts, and that you do not have Two Factor Authentication enabled

Mailgun Setup - GoDaddy Domain Setup

Step-by-step Mailgun Setup - GoDaddy Domain Setup To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record A video to recap Step-by-step Mailgun Setup - GoDaddy Domain Setup 1Sign up for Mailgun.com 2Check your email inbox to verify the email address 3Login to Mailgun, Click on Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunAMain domain: If you are adding the main domain, it should not be used with Gsuite, or any other email provider Subdomain: To set up the subdomain with Mailgun, you can type ANYTHING_HERE.companyname.com Examples: mg.companyname.com replies.companyname.com support.companyname.com BPlease set up the domain or subdomain under US, not EUnot EUnot EUCClick on Add domain The next screen that you're taken to will ask you to add DNS records to your domainLeave this screen open for the next step5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsTo add the 1st TXT record To Add your first TXT record, Sign in to your GoDaddy Domain PortfolioClick on the three dots for the Domain Edit Options next to your domain Select Edit DNSYou may need to scroll down to see the Edit DNS optionClick on Add to add a new recordAType: Select TXT from the Type menu optionsBHost: DO NOT INCLUDE THE ROOT DOMAIN 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CTXT Value: Same for everyone paste the following record v=spf1 include:mailgun.org ~all DClick on Save To add the 2nd TXT record Click on Add to add a new recordAType: Select TXT from the Type menu optionsBHost: it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT INCLUDE THE ROOT DOMAIN **Everyone's 2nd TXT record host name and value is different Examples: copy the highlighted part ONLY Example 1 using subdomain: Copy mx._domainkey.helpdesk as the host name Example 2 using main domain: Copy mailo._domainkey as the host name CTXT Value: Head back to Mailgun and Copy the 2nd TXT record here highlighted in the screenshot below Value: paste the 2nd very long copied TXT record here DClick on Save To add the 1st MX records Click on Add to add a new recordIf you have a Gsuite account to capture incoming emails for the main domainMake sure you are using a subdomain for MailgunCheck out Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? AType: Select MX from the Type menu optionsBHost: Different for everyone 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CPoints to: Same for everyone paste the following data mxa.mailgun.org DPriority is 10 which is also same for everyone no matter what domain you are trying to set EClick on Save To add the 2nd MX records Click on Add to add a new recordAType: Select MX from the Type menu optionsBHost: Different for everyone 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CPoints to: Same for everyone paste the following data mxb.mailgun.org DPriority is 10 which is also same for everyone no matter what domain you are trying to set EClick on Save To add the CNAME record Click on Add to add a new recordAType: Select CNAME from the Type menu optionsBHost: Different for everyone Head back to Mailgun to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain 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 If you are setting up a main domain like companyname.com, the host name will be email CPoints to: Same for everyone paste the following data mailgun.org DClick on Save Now that you have added 5 records, Go back to Mailgun and click on Verify DNS Settings Click the same button to Verify DNS Settings again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can grab the Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Then we could send a test email to see if everything works! Click here to learn How to send a test email in the Conversation A video to recap:

How to setup Replies in MailGun

TABLE OF CONTENTS Check Receiving Routes in Mailgun Try to reset Mailgun API key If replies are still not coming back into the platform, check if the MX records are set up properly. Check Receiving Routes in Mailgun 1. Once you log on to Mailgun, Click on Receiving tab and see if the webhook matches the screenshot below: 2. If the agency had the client get their own Mailgun account and the forward link needs to be white-labeled, they can use the webhook in the screenshot below: 3. If there are other webhooks that do not match the one in the screenshot, try removing them and see if it will fix the issue. 4. If there is no webhook there (should look like what's below), click on Create Route 5. Configure the following: Expression Type: Catch All Enable Forward: Paste this "https://services.l*e*a*d*connectorhq.com/conversations/providers/mailgun/webhook/inbound" in the Forward section and REMOVE the **** in the URL Priority = 99 Description: HighLevel Route Click Save Try to reset Mailgun API key Agency view > Settings > Email Services > Location Settings > Edit the Mailgun API integration for the sub-account > type Delete And then re-integrate again: Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Once it's done, refresh the Receiving page in Mailgun to see if the hook was created If replies are still not coming back into the platform: Check this out When email replies are not coming back to the Conversation

User Access

1. Agency Team Management: This section is used by the agency to grant its employees or a client employee access to all or select client accounts. To access Agency Team Management follow these steps: Click "Settings" in the side navigation menu of the Agency View Click "Team" Here you can add, edit detail, or delete users. Adding or editing a user allows you to update: Personal logo First name Last name Email (login email) Phone Password (login password) Permissions (see article) User Type Agency: Grants them access to all accounts under the agency Account: Select individual accounts you would like them to have access to Add Account If agency type is selected, the user will receive notifications pertaining to the accounts selected here If account type is selected, the user will only have access to accounts selected here 2. Team Management This section is used by the client to grant its employees access to their specific HighLevel account. Any employee created here will show up in Agency Team Management (1. above). To access Team Management complete the following steps: Click "Settings" in the side navigation menu of the sub-account view Click "My Staff" Here you or the client can add, delete, or edit details of an a user Adding or editing an user allows you to update: Personal logo First name Last name Email (login email) Phone Password (login password) Permissions (see article)

Masking Sender Emails - From Name & Address

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 WorkflowsCovered in this article: Which sender email should the leads be getting the emails from? How to check if the contacts are assigned or unassigned Places you can configure the sender email - Manual email Conversation tab Places you can configure the sender email - Automated email Email template Bulk action - Send Email Workflow Send Email Action Campaign configuration Triggers - Send email action Which sender email should the leads be getting the emails from? Cases Unassigned Contact Assigned Contact Manual Emails Logged in user email 1st priority 1st priority Location Email N/A N/A Assigned User Email N/A N/A Agency Email N/A N/A Automated Emails Campaign/workflow settings 1st priority 1st priority Assigned User Email N/A 2nd priority Location Email 2nd priority 3rd priority Agency Email 3rd priority 4th priority Review Request Emails We will always use the Logged in user email as the sender email Appointment request emails (calendar settings->3Confirmation) We will use do-not-reply@replies.domain.com depending on the Mailgun subdomain you set up for the location, or the SMTP integrated email If you are using Mailgun/LC Email, we will use the Business email here if the lead is not assigned: How to check if the contacts are assigned or unassigned Search for the contact in the Smart Lists tab Search Conversations -> Click on the icon on the right to view the Contact Details Check who is assigned to the contact here: Places you can configure the sender's email - Manual email Conversation tab The From email will be the user logged in email by default: However, if you have 2-way email sync set up, the email will show the integrated email: How to Set Up Two Way Email Sync for Gmail Two Way Email Sync for Outlook Places you can configure the sender's email - Automated email Email template Click on Marketing > Emails > Templates > +New Bulk action - Send Email Click Contacts ->Smart Lists -> Select Contacts -> Click Send Email Add the From Name and From Email Workflow settings Click Automation -> Workflows -> Create Workflow Select Start from scratch and click Create new workflow: Click Settings -> Configure Sender Address Workflow Send Email Action Click on the + button > Select the "Send Email" option Enter the From Name and From Email FAQs 1Why is the From email for outlook always look long and strange? This is an issue with how Outlook displays the sender's informationIf you send this email to gmail.com, it will show the sender's information correctly in GsuiteLearn more about how to Hide "sent by" information in Outlook 2How to remove send via information in Gmail? Make sure to use the same sender email domain that matches the Mailgun domain you set upLearn more about the Extra info next to sender’s name

MailGun Setup - HostGator Domain Setup

TABLE OF CONTENTS Step-by-step Mailgun Setup - HostGator Domain Setup To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record Step-by-step Mailgun Setup - HostGator Domain Setup 1Sign up for Mailgun.com 2Check your email inbox to verify the email address 3Login to Mailgun, Click on Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunAMain domain: If you are adding the main domain, it should not be used with Gsuite, or any other email provider Subdomain: To set up the subdomain with Mailgun, you can type ANYTHING_HERE.companyname.com Examples: mg.companyname.com replies.companyname.com support.companyname.com BPlease set up the domain or subdomain under US, not EUnot EUnot EUCClick on Add domain The next screen that you're taken to will ask you to add DNS records to your domainLeave this screen open for the next step5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsTo add the 1st TXT record Log in to cPanelLook for the Domains section, then click Zone EditorOn the next page, Locate your domain in the Zone Editor section, then click its Manage buttonClick Manage to view the domain's complete set of DNS recordsClick the +Add Record button and select Add "TXT" Record AName: Different for everyone, DO NOT INCLUDE THE ROOT DOMAIN 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BRecord: Same for everyone paste the following record v=spf1 include:mailgun.org ~all CClick on Add Record To add the 2nd TXT record Click the +Add Record button and select Add "TXT" Record again AName: it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT INCLUDE THE ROOT DOMAIN **Everyone's 2nd TXT record Host Name and record is different Examples: copy the highlighted part ONLY Example 1 using subdomain: Copy mx._domainkey.helpdesk as the host name Example 2 using main domain: Copy mailo._domainkey as the host name BRecord: different for everyone Head back to Mailgun and Copy the 2nd TXT record here highlighted in the screenshot below Record: paste the 2nd very long copied TXT record here CClick on Add Record To add the 1st MX records Click the +Add Record button and select Add "MX" Record If you have a Gsuite account to capture incoming emails for the main domainMake sure you are using a subdomain for MailgunCheck out Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? AName: Different for everyone 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BPriority is 10 which is also same for everyone no matter what domain you are trying to set CDestination: Same for everyone paste the following data mxa.mailgun.org EClick on Save Record To add the 2nd MX records Click the +Add Record button and select Add "MX" Record This time we need to add another record for mxB.mailgun.org AName: Different for everyone 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BPriority is 10 which is also same for everyone no matter what domain you are trying to set CDestination: Same for everyone paste the following data mxb.mailgun.org EClick on Save Record To add the CNAME record Click the +Add Record button and select Add "CNAME" Record AName: Different for everyone Head back to Mailgun to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain 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 If you are setting up a main domain like companyname.com, the host name will be email BRecord: Same for everyone paste the following data mailgun.org CClick on Save Record Now that you have added 5 records, Go back to Mailgun and click on Verify DNS Settings Click the same button to Verify DNS Settings again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can grab the Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Then we could send a test email to see if everything works! Click here to learn How to send a test email in the Conversation

Call Events Not Working

Troubleshooting tips when call events don't seem to be working 1. Go to the Account dropdown on the top-right menu, click on Subaccounts https://console.twilio.com/ 2. If there are too many subaccounts inside Twilio, you can go back to HighLevel and copy the Account SIN for that location to search in Twilio: https://app.gohighlevel.com/settings/twilio Search based on the Twilio Subaccount SID in HighLevel agency settings -> Twilio Paste the Account SID here and click on it: 3. Click into the subaccount so you will see there's an orange text on the top left: 4. Click Monitor -> Logs -> Calls

Deleting / Resetting a Twilio Number

Once you are in the subaccount, click on Settings (bottom left) Click on Phone Numbers Click on the trash icon to remove the number Once you confirm by typing Delete below, Click on Confirm Delete If you want to keep/reset the twilio number webhooks, click on NO here so the number will still exist in your Twilio sub-account. Otherwise, confirm by typing Release below and click on Confirm Release. Once you click on NO, Click on Add to add back the Twilio number to the account, this helps to reset the Twilio number's webhook Learn more about Restoring a previously released phone number

How to import a Funnel From ClickFunnels?

The ClickFunnels to GoHighLevel importer is useful for individuals or businesses looking to switch from ClickFunnels to GoHighLevel and want to migrate their existing funnels and pages without rebuilding them from scratch. It could save significant time and effort, particularly for those with many funnels or pages to transfer. Please Note: - This importer is designed for ClickFunnels 1.0. However, please note that the ClickFunnels 2.0 importer has not been developed yet. - Plase ensure that you utilize the publishable (live) link, and not the shareable click funnel link. It's essential to import one Funnel Step at a time from ClickFunnels for a seamless experience. Covered in this Article How to import a click funnel page into the high-level funnel builder? Step 1: Access the template list view Step 2: Click on funnels Step 3: Create a new funnel Step 4: New step How to import a click funnel page into the high-level funnel builder? Step 1: Click on Sites Step 2: Click on Funnels Step 3: Click on "New Funnel" Step 4: Click on "Add a new step Step 1: Access the template list view Explain the relevant actions to be performed. The click funnel import will only work within funnels. Step 3: Create a new funnel Explain the actions under this step. Add the name and click "Create funnel." Step 4: New step Click on "Add new step." Add the name for the page, path, and Clickfunnels link, mark the confirm checkbox, and click "create funnel step."

Mailgun API Key - Where to Find in Mailgun & Put in HighLevel

Log in to Mailgun Make sure the domain is set up for US and there's a green checkmark next to the domain To create a new Mailgun API Key: 1In the top-right corner of the Mailgun Control Panel, click your Profile Menu to expand the drop-down list of options2Next, click the API Security optionAlternatively, you can use this direct link3To create the new key, click the Add new key button4Finally, type a description and click the Create Key button in the pop-up modal to confirm creation of the new Mailgun API KeyGo to the Agency settings Email services page: Domain Service tab: Each new location will use the settings based on this configured Mailgun API key on the Domain service tabWe will also use it to send the email verification code Select Mailgun as the SMTP Provider Paste API Key and select the Domain here, click save Location Settings: You can configure each location with your client's own Mailgun or your mailgun We can use the same Mailgun API and same domain/subdomain for multiple locations We can use the same Mailgun API and different domains/subdomains for multiple locations We can use the different Mailgun API and domain/subdomain for multiple locations You can also set up a unique domain/subdomain for each location to capture cold inbound emailsLearn more about Cold Email Inbound Setup hereClick on the Edit ✏️ icon Paste the Mailgun API key here and select the domain you configured from the dropdown, Click Save If the domain you set up will not show up from the dropdown1Please set up the domain or subdomain under US, not EU2Check if the mailgun account has added allowed IP in MailGun, so we are not able to pull itplease remove all the IP whitelist, you can add it back later onClick Save You can toggle on Email Validation for the locationEmail validation is a paid service and is charged at $0.012 / emailLearn more about Email validation here

Calls Not Recording

TABLE OF CONTENTS How to enable Call Recording Calls Not Recording Calls Not Loading How to enable Call Recording In the agency view, Click on Click here to switch on the top left to go inside the sub-account Once you are in the subaccount, click on Settings (bottom left) Click on Phone Numbers Click on the Edit icon to the Twilio number you want to enable Call recording for Check the checkbox for Call recording (Default message: This call will be recorded for quality assurance) You could put a few spaces here so it will not announce anything, depending on the regulation where you live if that's allowedHowever, for workflow action Call steps, we will still announce the call recording messageClick on Update to save the changesCalls Not Recording In order for calls to record, each HighLevel location must have its own corresponding Twilio sub-accountIf you use your master Twilio SID and Auth Key for any sub-account, the calls will not recordCalls Not Loading It keeps loading because of some Twilio configuration that makes the call recording encryptedPlease check this article and see if you can disable this option Enforce HTTP Auth on Media URLs? https://support.twilio.com/hc/en-us/articles/223183748-Prevent-Unauthorized-Access-to-Your-Media-with-HTTP-Basic-Auth Below are the steps to disable this option Enforce HTTP Auth on Media URLs: Login to Twilio Console here Go to the top right -> Click Account -> Click Subaccounts If there are too many subaccounts inside Twilio, you can go back to HL and copy the Account SIN for that location to search in Twilio: Now go back to Twilio with the copied Account SID Search based on the Twilio Subaccount SID in HighLevel agency settings -> Twilio Paste the Account SID here and click on it: Click into the subaccount so you will see there's an orange text on the top left: Access the General SMS Settings page in Twilio ConsoleScroll to the "Enforce HTTP Auth on Media URLs" section, and then select DisableClick Save

How To Send New Membership Users Custom Emails With Their Login Information

Introducing our membership welcome email feature - a customizable tool to enhance your onboarding experienceTailor your welcome email to include personalized content, attachments, and login credentials, ensuring a seamless start for your new membersElevate your brand and make a lasting impression from the very beginningCovered in this Article: What is the Customizable Membership Email? What are some excellent usage cases and business usage examples for this feature? How to use this feature? FAQs Can I use my own branding in the membership emails? How do I make sure my membership emails don't get marked as spam? How do I track the effectiveness of my membership emails? What should I include in my welcome email? Can I add the product title and offer title to the welcome email in the Memberships customizable emails feature? What is the Customizable Membership Email? The membership customizable email feature allows you to customize and send welcome emails to your members when they initially gain access to your membership coursesThis feature can be used to welcome your members, introduce them to your courses, and provide them with important information such as login details, course access information, and moreThe customizable email feature can help you create personalized welcome emails for your members, which can help improve engagement and retentionWith the membership customizable email feature, you can customize the email subject, message body, and other elements to make it unique to your brand and tailored to your members' needsAdditionally, you can choose from various templates to make the process even easierWhat are some excellent usage cases and business usage examples for this feature? Here are some usage cases for the Memberships customizable email feature: Welcome emails: When a new member signs up for a membership, businesses can use the customizable email feature to send a personalized welcome emailThis email can include a thank you message, an overview of the membership benefits, and links to resources to help the member get startedOnboarding emails: For more complex membership programs, businesses can use the customizable email feature to send onboarding emails to new membersThese emails can include tips and advice for getting the most out of the membership, information about upcoming events or promotions, and links to additional resourcesBusiness Usage Examples: Welcome Email for Fitness Program: The welcome email for a fitness program can include a brief introduction to the program and the benefits of regular exerciseIt can also include details about the assessments and quizzes that are part of the program, such as how each quiz covers a different aspect of fitness, such as cardio, strength, and flexibilityWelcome Email for Cooking Program: The welcome email for a cooking program can include an overview of the program and what the student can expect to learnIt can also include details about the assessments and quizzes that are part of the program, such as how each assessment covers a different module in the cooking program, like preparation, cutting, cooking techniques, and platingWelcome Email for Language Learning Program: The welcome email for a language learning program can include an introduction to the program and its teaching methodologyIt can also include details about the assessments and quizzes that are part of the program, such as how each assessment covers a different aspect of the language, such as vocabulary, grammar, and conversationWelcome Email for Digital Marketing Program: The welcome email for a digital marketing program can include an overview of the program and the different topics coveredIt can also include details about the assessments and quizzes that are part of the program, such as how each assessment covers a different aspect of digital marketing, such as SEO, social media, and email marketingWelcome Email for Project Management Program: The welcome email for a project management program can include a brief introduction to the program and the skills it teachesIt can also include details about the assessments and quizzes that are part of the program, such as how each assessment covers a different aspect of project management, such as planning, execution, and monitoringHow to use this feature? Click "Marketing" Navigate to the Marketing tab02 Click "Emails" Inside the marketing tab, click on Emails03 Click "Templates" And then choose templates from the drop-down 04 Click on New and then click on Email Marketing Templates Inside the Templates area, you need to click on the green new button and then choose email marketing templates 05 Click "System templates" This will open up the templates library for you to click on system templates 06 Click "Select" for the Membership Welcome Email Hover over Membership Welcome email template, then click on select 07 Click "Continue" After you preview the template to see if it suits your needs, you can click on Continue to create it 08 It will take you back to Emails> Templates This will navigate you back to the email template area here; you can view all the existing templates or edit the ones that you created 09 Click Here to edit the template Click on the pencil icon next to your desired template to edit it 10 Make any changes you need to the template You can make any changes to the template before applying it to your membershipsYou can add custom values, Some default Membership custom values have been added to the template for you, and you can add more membership custom values to that to further personalize your emailPlease Note: Make sure to customize the email templates to fit your brand and voiceThis will help build a stronger relationship with your members and improve engagementEnsure that you have the correct custom values in place to personalize the email for each memberCustom values such as {{contact.first_name}} and {{offer.title}} can help make the email feel more tailored to the recipient11 Go back to the account view Navigate back to your account 12 Click "Sites" And then click on the Sites tab 13 Click "Memberships" Click on memberships 14 Click "Settings" Under memberships, click on settings 15 Click on Email Settings Inside the membership settings area click on email settings 16 Click Here to enable the welcome email Click on the toggle in front of Send welcome email to enable this capability 17 Choose your desired template Then you can click on the dropdown below send welcome email to choose your desired template 18 Click "System Template: Membership" (That is what we named our example) I'm clicking on the example that I created for this article 19 Click Here to Save Please click on save to the right after choosing your template FAQs Can I use my own branding in the membership emails? Answer: Yes, you can customize your membership emails' branding to match your brandingThis includes adding your own logo, color scheme, and other branding elementsHow do I make sure my membership emails don't get marked as spam? Answer: To prevent your membership emails from getting marked as spam, follow best practices for email marketing, such as using a clear and concise subject line, avoiding spam trigger words, and only sending emails to contacts who have given you permission to contact themHow do I track the effectiveness of my membership emails? Answer: You can track the effectiveness of your membership emails by using analytics toolsThis allows you to see how many people opened your emails, clicked on links, and took other actionsYou can then use this information to improve the effectiveness of your emails over timeWhat should I include in my welcome email? Answer: Your welcome email should include information about the benefits of your membership program, instructions on how to access the program, and any other important information your members need to knowYou can also include links to resources, such as tutorials or FAQs, to help your members get startedCan I add the product title and offer title to the welcome email in the Memberships customizable emails feature? Answer: No, the product title cannot be added to the welcome email as it is sent out when offer access is granted, and one offer can have multiple productsOnly the offer title can be added to the welcome emailHowever, the product title can be added to drip emails

How To Build Courses / Membership Sites

(Click the image above to access the course) Learn how to build HighLevel Membership/Course websites by clicking here, which will take you to the course claim page. Note Videos have a size limit of 4GB

HighLevel Listings

HighLevel Listings Overview, Sales Training, And Resources Covered in this article: Plan Details: Cost: Getting Started: What It Will Look Like: Listing Sources: Related Articles: Plan Details: Professional Plan Cost: $30 per month per client Getting Started: To add Listings to your client's accounts, log into your Agency HighLevel account, select the Marketplace from the left-hand sidebar, then click the "Find Out More" button under Listings Manager. What It Will Look Like: Once enabled for a location, the Listings tab on the left-hand side of the location account will look like this: Listing Sources: Related Articles: Online Listing Overview & Setup Doc Getting started with Yext Listings How to sell Yext as part of a SaaS Offer

How To Redirect HighLevel Domains (www to non-www)

*Note for those using GoDaddy, Namecheap, etc..Redirecting with path is only possible with Cloudflare and Google DomainsIt will not work with other domain registrars like GoDaddy, Namecheap, etcIf you are using GoDaddy or Name Cheap or etc… you will need to transfer the domain over to Cloudflare, since the redirect option to forward the domain along with the path is not provided by GoDaddyHere are help articles which should help you with the transfer: Transfer to Cloudflare: https://developers.cloudflare.com/registrar/get-started/transfer-domain-to-cloudflare Transfer to Google Domains: https://support.google.com/domains/answer/9003139?hl=en Google Domains: To set up the redirect watch this video: Cloudflare: To set up the redirect watch this video: Steps for cloudflare redirect: www to non-www: Add CNAME record for www pointing to flash.funnels.msgsndr.com and keep the Proxy Status "Proxied" Add A record for the non-www domain pointing to 34.68.234.4 and keep the Proxy Status "DNS Only" Add a Page Rule for the URL www.yourdomain.com/* Pick the setting Forwarding URL --> 301 - Permanent Redirect In the destination URL, add https://yourdomain.com/$1 Go to GHL and connect non-www domain to the funnel non-www to www: Add CNAME record for www pointing to flash.funnels.msgsndr.com and keep the Proxy Status "DNS Only" Add A record for the non-www domain pointing to 34.68.234.4 and keep the Proxy Status "Proxied" Add a Page Rule for the URL yourdomain.com/* Pick the setting Forwarding URL --> 301 - Permanent Redirect In the destination URL, add https://www.yourdomain.com/$1 Go to GHL and connect www domain to the funnel Troubleshooting Q1: I keep getting Funnel Error Code 500 - Failed to execute 'appendchild' on 'node'This node type does not support this method, what should I do? 1Login to Cloudflare 2Click on your domain where you are seeing the 500 error code 3Click on DNS tab within the left menu 4Click on Edit 5Uncheck Proxy status 6Click on Save

SEO Meta Data

Enhance your website's visibility and performance with HighLevel's SEO Meta Data Suggester. This powerful tool provides recommendations for optimizing your website's title tags, meta descriptions, and keywords to help improve search engine rankings. Improve your site's SEO with actionable insights for each page, ensuring you put your best foot forward to reach your target audience more effectively. More Tutorials from the Community https://youtu.be/tMGYl4AEaHM https://youtu.be/wlXwLJalKMY https://youtu.be/mfcbHYsLNqw https://youtu.be/_ObpG-V_e7A

Sticky Contact - Form

Sticky contact is essentially like Google browser's Autofill, if active the fields come pre-filled with info added earlierThey are Embedded cookies into the browser which help to auto fill information inCovered in this article How do Sticky Contacts work? Technical Details: Where to find Sticky Contacts in forms? How do Sticky Contacts work? Sticky Contacts remembers the contact's submission in the browser cookies so it can be transferred to another form, survey, order form or calendar widgetUse this if your customer is filling out the form , not if you or someone on your team is internally filling it outIf someone internal or yourself are filling out the same form and sticky contacts is on, it will overwrite the contact record with the latest submissionTechnical Details: When someone submits a form / survey / calendar / order form on a page, a cookie is created on the browser with their information against that domainWhenever a page which lives on that same domain is opened, the cookie has the information so it gets pre-populatedIf you clear the cookies, then that information will be goneSame for if you try to use the incognito mode of your browser for the second submission, as cookies do not cross over to the Incognito modeIf you use a different domain, then the cookie won't work, and a new submission will need to be made so that a cookie for that specific domain is savedPlease Note: 1If two or more people submit their information using the same browser on the same form / calendar / survey / order form, and sticky contacts is enabled, their information will be overwritten to the same contact in the system2If a person is submitting their information on a different browser, sticky contact will not work for the first time because the cookie won't be created on that browser3Sticky contacts don't work on Hidden fields or Custom fields Where to find Sticky Contacts in forms? Navigate to sites> Forms> Builder> Options> Scroll Down to find the Sticky Contacts toggle

How to Create a Birthday Reminder Workflow?

Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clientsThis tutorial teaches how to create and customize this versatile trigger for tailored birthday greetings or promotionsEnhance your marketing strategy with a personalized touch through this comprehensive guideCovered in this Article What is the Birthday Reminder Workflow trigger? What are some excellent usage cases for this? Benefits of this workflow trigger: How to set up the Birthday Reminder Workflow? Step 1: Create a new workflow or edit an existing one Step 2: Add the Birthday Reminder Workflow Trigger Step 3: Customize the trigger Step 4: Save the trigger Step 5: Add actions to the workflow Step 6: Customize the actions Step 7: Test the workflow Step 8: Save and publish the workflow Step 9: Monitor and optimize FAQs How often should I send a birthday email to my customers? Can I use the Birthday Reminder Workflow Trigger for non-birthday events like anniversaries or milestones? What are some best practices for creating a successful birthday campaign? How do I know if my birthday campaign is effective? How can I ensure that my birthday messages are GDPR-compliant? What is the Birthday Reminder Workflow trigger? Please Note: The default Birthday Reminder Workflow Trigger activates at 8AM based on your account's time zoneIt searches all your contacts for their dates of birth and fires off for those whose birthday is on that date at 8AMYou do not need to add people to this workflow manuallyTo customize the timing of your birthday messages, utilize Time Delay Wait Steps within the workflow, allowing you to send communications at the desired hourThe Birthday Reminder Workflow Trigger is an essential tool to improve customer engagement by automating and personalizing birthday-related communicationsBy initiating a workflow when a contact's birthday is approaching or takes place, you can deliver personalized birthday wishes, promotional offers, or special discounts to your contacts, resulting in strengthened relationships and increased brand loyaltyTo fully leverage the Birthday Reminder Workflow Trigger, you can combine it with other workflow components, such as filters, actions, and Time Delay Wait StepsThis allows you to create highly customized birthday reminder campaigns that cater to specific audience segments and are tailored to your marketing strategyFor instance, you can set up filters to trigger the workflow a certain number of days before or after the contact's birthday or restrict the trigger to specific months or daysFurthermore, you can incorporate various actions, such as email or SMS, to deliver your personalized birthday message or offerThe Time Delay Wait Steps enable you to control the timing of any follow-up messages or actions effectivelyWhat are some excellent usage cases for this? Birthday Discount Offer: Send an email offering a 20% discount on the contact's next purchase, valid for their birthday week, to encourage them to treat themselves and boost salesFree Birthday Dessert: If you run a restaurant, send an email or SMS offering a complimentary dessert to customers celebrating their birthday, encouraging them to dine at your establishment on their special dayPersonalized Birthday Wishes: Send a personalized email or SMS message with a heartfelt birthday wish from your brand, fostering a positive brand image and strengthening the relationship with your customersBirthday Loyalty Points: Reward your loyal customers with bonus loyalty points on their birthday, incentivizing them to continue shopping with your brand throughout the yearExclusive Birthday Event: Invite customers with birthdays in a specific month to an exclusive in-store or online event featuring special promotions, giveaways, or entertainmentBirthday Gift Recommendation: Send a tailored email showcasing a curated selection of products or services that would make perfect birthday gifts for the contact or their loved ones based on their previous browsing or purchase historyBirthday Month Raffle: Enter all customers with birthdays in a specific month into a raffle to win a valuable prize or gift card, driving excitement and engagement with your brandBirthday Upgrade: Offer a free upgrade (e.g., a larger hotel room, a premium subscription plan, or an extra service) to customers who make a purchase or booking during their birthday monthBirthday Reminder for Friends and Family: Send an email to customers reminding them of their friends or family members' upcoming birthdays (based on the information they provided), along with gift suggestions or special offers, encouraging them to shop with your brand for their loved ones' birthdaysAge-Based Birthday Campaigns: Segment your audience by age and send tailored birthday messages, promotions, or experiences targeting specific age groups (e.g., a free drink for customers turning 21 or a special discount for seniors celebrating their 65th birthday)Benefits of this workflow trigger: The Birthday Reminder Workflow offers numerous benefits, including: Personalization: By sending tailored birthday messages, promotions, or offers, you create a more personalized customer experience, fostering stronger relationships and brand loyaltyIncreased customer engagement: Automating birthday communications keeps your brand top-of-mind, encouraging customers to interact with your business on their special day or throughout their birthday monthBoosted sales and revenue: Special birthday offers or discounts can incentivize customers to purchase or visit your establishment, driving sales and revenue growthEnhanced brand image: Demonstrating that your brand cares about customers' special occasions can improve your brand's reputation and create positive associations in customers' mindsBetter audience segmentation: By capturing birthday information and segmenting your audience based on age or birth month, you can create more targeted marketing campaigns and improve the overall effectiveness of your marketing effortsCustomizable timing: Using Time Delay Wait Steps within the workflow allows you to control the timing of your birthday messages, ensuring they're sent at the most appropriate and effective hourScalability: Automating birthday communications through this workflow enables you to reach more customers without additional manual effort, making it easier to scale your marketing effortsImproved customer retention: Acknowledging customers' birthdays and offering exclusive incentives can increase customer satisfaction and loyalty, resulting in higher retention ratesUnique selling proposition: Offering special birthday promotions or experiences can differentiate your brand from competitors and attract customers seeking unique, personalized experiencesData-driven insights: Tracking the performance of your Birthday Reminder Workflow can provide valuable insights into customer behavior, preferences, and responsiveness to specific offers, helping you optimize future marketing campaignsHow to set up the Birthday Reminder Workflow? Setting up a Birthday Reminder Workflow Trigger involves the following steps: Step 1: Create a new workflow or edit an existing one In your account, either start a new workflow or select an existing one to editStep 2: Add the Birthday Reminder Workflow Trigger Click "Add new Workflow Trigger." From the list of available triggers, select "Birthday Reminder." Step 3: Customize the trigger Adjust the default settings according to your preferencesFor example, you can change the number of days before or after the contact's birthday to activate the triggerAdd filters targeting specific months, days, or custom fieldsStep 4: Save the trigger Click "Save" to save the changes to the triggerStep 5: Add actions to the workflow Now that the Workflow trigger is set, add actions to the workflow that will be executed when the trigger activatesEveryday actions include sending an email or SMS messageAdd a Time Delay Wait Step before the action to send a message at a specific timeThis allows you to control when the message is sent after the Workflow trigger is activatedStep 6: Customize the actions Edit the content and design of your email or SMS messages to include personalized birthday wishes or offersStep 7: Test the workflow Set a contact's birthdate to the next day or set it to any date and use a days before filter to make the workflow fire off the next dayIt automatically gets fired off by searching your contacts list for birthdates on that date at 8 AM every dayYou do not need to add contacts to this workflow yourselfStep 8: Save and publish the workflow Once you're satisfied with the setup, save the workflow and toggle the switch to "Publish" to enable the workflowStep 9: Monitor and optimize Track the performance of your Birthday Reminder Workflow over time to gather insights and make any necessary adjustments to improve its effectivenessFollowing these steps, you can set up a Birthday Reminder Workflow Trigger and create personalized birthday campaigns for your customersFAQs How often should I send a birthday email to my customers? Answer: The frequency of birthday emails can vary depending on your industry and customer preferencesHowever, sending a single email or SMS message on the customer's actual birthday or a few days before is generally recommended, rather than bombarding them with multiple messages throughout the monthCan I use the Birthday Reminder Workflow Trigger for non-birthday events like anniversaries or milestones? Answer: The Birthday Reminder Workflow Trigger is specifically designed for birthdays, but you can use similar triggers or filters to create workflows for other events like anniversaries or milestonesFor example, you can use the Custom Date Reminder for a customer's signup date or first purchase to trigger a workflow that sends a special offer or messageWhat are some best practices for creating a successful birthday campaign? Answer: Some best practices for creating a successful birthday campaign include personalizing your message, offering a valuable incentive, keeping the design simple and engaging, and making it easy for customers to redeem the offerHow do I know if my birthday campaign is effective? Answer: To measure the effectiveness of your birthday campaign, you can track metrics like open rates, click-through rates, and redemption ratesYou can also gather customer feedback through surveys or social media to see how they respond to your messagesHow can I ensure that my birthday messages are GDPR-compliant? Answer: To ensure that your birthday messages are GDPR-compliant, you should obtain explicit consent from your customers to collect and use their data, including their birthdatesYou should also give customers the option to unsubscribe from your messages anytime

White Label the Android App

Please ensure you have purchased the White Label Mobile App Service ($497/month) from the Marketplace before you start the process in this article. https://app.gohighlevel.com/marketplace It's necessary to register for a Google Developer account in order to upload Android apps. Your Developer account is where you'll submit, as well as manage your apps. It costs a one-time fee of $25. We recommend setting up a second Google account for this purpose, so you can separate it from your other Google services (Gmail, Google Drive, Google+, etc.) if you already have a personal account. How-To: 1. Register for an Android Develop account here. You'll need to log into the Google account you'd like to use. 2. You'll be taken through a 4-step registration process. Check the agreement box and click Continue to payment. 3. Next, a pop-up window will prompt you to input your billing information. After you've filled it out, click Pay. 4. Finally, complete your account info. You should receive a confirmation email after you've finished!

Manual Call - How to add a Manual Call action (Power Dialer)

In this article, we will cover how to add a Manual Call action in Campaigns and Workflows Covered in this article How to add a Manual Call action in a Workflow. How to add a Manual Call action in a Campaign How to add a Manual Call action in a Workflow. This queue can be found by going to Conversations > Manual Actions. Please Note: - If you delete the lead from the workflow or the system they will be removed from the manual call action queue. - If you would like to hide the call queue from each user please use only assigned data (mentioned @1:16 secs in the video above) How to add a Manual Call action in a Campaign

How to share Snapshots

Are you tired of spending hours setting up sub-accounts for your customers? Introducing Snapshot share options - a tool designed to reduce the time it takes to set up sub-accountsWith Snapshot, you can easily create a copy of a particular sub-account at a specific point in time, saving you time and effortImagine being able to quickly set up sub-accounts for your customers and get them started using your CRM right awayWith Snapshot, you can do just thatDon't waste any more time setting up sub-accounts manuallyTry Snapshot today and streamline your onboarding process! Covered in this article: Share Options Agencies on $97 & $297 Plans 1Get a share link 2Email share link 3Get a permanent link Agencies on $497 Plan (SaaS) 3Agency Restricted 4Sub-account Restricted FAQs If I share a snapshot with agencies outside of my own and later make updates to it, will those changes be reflected or automatically updated in the snapshot previously shared with other agencies? How can I update a snapshot for sub-accounts within my agency? How should I update a shared snapshot using share options 1, 2, and 3 from above to agencies outside of mine? How can I share an updated snapshot with agencies using 'Sub-account' or 'Agency' restricted share links (Share options 3 & 4 from above)? I shared my snapshot and did not see the 'New' itemsWhat happened? For more information and detailed instructions, please refer to the following articles: Please Note: It is important to refresh the Snapshot before pushing updates to connected sub-accountsAfter pushing the updates, you will have the option to choose which updates to bring overFollow the steps below to share a Snapshot: Head into your Agency View Click the "Settings" tab at the bottom left menu Click the "Snapshot" tab Click the Share button on the right-hand side of the Snapshot you wish to share Share Options Agencies on $97 & $297 Plans 1Get a share link This creates a shareable link you can copy/paste and send to someoneIt can only be used once, meaning that if someone uses it to import the Snapshot into an agency account (including yours), it won't work again, and another shareable link must be generated2Email share link Sends a share link via email to whatever email address(es) are put in the Emails fieldThe email sent also contains a clickable link that can be used to import the Snapshot straight from the email3Get a permanent link This creates a shareable link you can copy/paste and send to someoneUnlike the share link (1above), this link can be used infinite timesAgencies on $497 Plan (SaaS) All share options above will be included, plus: 3Agency Restricted By utilizing Agency Restricted Share Links, you can confidently and securely share Snapshots with your chosen trusted agenciesSimply as the other agencies provide their unique relationship numbers and a secure link will be instantly generated for their exclusive use4Sub-account Restricted Sub-account Restricted Share Links let you share Snapshots for specific sub-accounts only, making your data sharing more personalized, and only those sub-accounts can use that snapshotFAQs If I share a snapshot with agencies outside of my own and later make updates to it, will those changes be reflected or automatically updated in the snapshot previously shared with other agencies? No, regardless of your share options (1-4), snapshots are always considered clones of a specific sub-account at a specific momentTherefore, any updates made to a snapshot will not be automatically reflected in previously shared snapshotsHow can I update a snapshot for sub-accounts within my agency? To update a snapshot for sub-accounts within your agency, you need to follow these steps: First, update the Snapshot with the desired changesNext, push the updated Snapshot to the linked sub-accounts within your agencyHow should I update a shared snapshot using share options 1, 2, and 3 from above to agencies outside of mine? If you have shared a snapshot using share options 1, 2, or 3, and you want to update it, follow these steps: Refresh or update the existing snapshot with the desired changesRe-share the NEW snapshot URL with the agencies involvedIt's important to note that generating a new Snapshot URL will invalidate the previous oneTherefore, ensure that you share the new URL for the updated snapshotHow can I share an updated snapshot with agencies using 'Sub-account' or 'Agency' restricted share links (Share options 3 & 4 from above)? To share a new snapshot with agencies using 'Sub-account' or 'Agency' restricted share links, follow these steps: Refresh or update the current snapshot with the desired changesGo to the snapshot share modal and select the 'Sub-account' or 'Agency' restricted share linkEnter all the existing and new 'sub-account' or 'Agency' relationship numbersClick on 'share' to generate a new snapshot URLShare this new URL with the agencies involved, as the old URL will no longer workI shared my snapshot and did not see the 'New' itemsWhat happened? If you shared a snapshot and did not see the 'New' items, you may not have updated the existing snapshot before sharing itRemember that snapshots are copies of a specific account at a specific point in timeTo include the 'New' items in the shared snapshot, you need to follow these steps: Update the existing snapshot to include the 'New' itemsRe-share the updated snapshot or push the update to the relevant sub-accounts For more information and detailed instructions, please refer to the following articles: - Create Snapshots - Share Snapshots with Other Agencies - Import Snapshots - Refresh/Update Snapshots

HighLevel API

About Our Developer Documentation HighLevel is currently in the process of moving to an OAuth 2.0-based API (API 2.0), and at some point in the future, this will be the only API available for integration once this migration is completeUntil this time, we have two APIs, which we are calling the API 1.0 and the API 2.0 for added clarity when referencing which API you are utilizingSee further details belowAPI 1.0 Docs https://public-api.gohighlevel.com/ No new endpoints are planned for the Public API at this time"Public API (v1)" has been renamed to API 1.0 for clarityAPI 2.0 Docs https://highlevel.stoplight.io/docs/integrations/0443d7d1a4bd0-overview Going forward, be sure to use the API 2.0 Docs for new integrations as all future endpoints and new API functionality will be added hereAs of now, not all endpoints from the API 1.0 Docs have been integrated into the API 2.0 DocsPro Tip: To ensure an uninterrupted API integration, be sure to regularly review and update your integration as soon as a new endpoint becomes available in the API 2.0 Docs"OAuth 2.0 API (v2)" has been renamed to API 2.0 for clarityCheck out our Developers Landing Page, where you can find the Developer Marketplace, Documentation, Slack Channel, and more! --> https://developers.gohighlevel.com/ TABLE OF CONTENTS How to Get Help or Support for the HighLevel API How to Submit a New API-Related Idea to HighLevel Differences Between API Access Across Plan Levels What is an API Key and how is it used? What are the API Rate Limits for API 1.0 & 2.0? Where To Find The Agency & Location API Keys 1Location Level > Settings > Business Info 2Agency Level > Agency Settings > API Keys to view all Location API keys in one place Troubleshooting How to Update your API Keys How do I know if my API Key is old? What will happen if my API key is compromised? What do I do if my API key is blank? How to Get Help or Support for the HighLevel API At this time, HighLevel Support does NOT provide setup code auditing or developer consultative services on API-Related topicsHowever, if your setup is complete and correct - yet an error persists, you may have encountered an API Bug we need to fixYou can report this bug by filling out this form: https://developers.gohighlevel.com/support For any questions relating to the HighLevel API, join the developer Slack group to ask our community of talented customers here: https://www.gohighlevel.com/dev-slack HighLevel Devs host a monthly a Developer Council Call on the second to last Friday, which you can find on the events calendar here: https://www.gohighlevel.com/events How to Submit a New API-Related Idea to HighLevel Our API Docs list all available endpoints that are publicly availableIf you don’t see an endpoint on either of the API developer sites listed below, we recommend visiting our Roadmap & Ideas Board to add your idea! You can also track the progress of new ideas as they make their way through planning and into production on our roadmapThis board is both for new developer features and consumer features alikeDifferences Between API Access Across Plan Levels Basic API access is included with our Starter and Unlimited plans, while Advanced API access is available on our Agency Pro planIn addition to the future endpoints that will be released in our OAuth 2.0 API (which is only available in our Advanced API access), this tier unlocks the use of Agency API Keys where lower plan levels only access Location API KeysWhat is an API Key and how is it used? An application programming interface key (API key) is a unique identifier used to authenticate a user, developer, or data passed via APIIt's essentially a secret Key that you want to keep close and not shareAn authorized API key will allow you to pass data between software automatically using applications like Zapier, Pabbly, Integrately, Make (Formerly Integromat), API Nation, and othersWhere To Find The Agency & Location API Keys Where to find the Location Level API Key? 1Location Level > Settings > Business Info 2Agency Level > Agency Settings > API Keys to view all Location API keys in one place What are the Rate Limits for API 1.0 & API 2.0? Our current rate limits for API 1.0 are: For Burst Requests - 100/10 seconds For Daily - 200,000/Day Our current rate limits for API 2.0 are: GHL has implemented rate limits on our public V2 APIs using OAuth to ensure optimal performance and stabilityThese limits have been adjusted to: Burst limit: A maximum of 100 API requests per 10 seconds for each Marketplace app (i.e., client) per resource (i.e., Location or Company)Daily limit: 200,000 API requests per day for each Marketplace app (i.e., client) per resource (i.e., Location or Company)These new limits contribute to better overall performance and stability of our systemTo monitor your limited usage, refer to the following API response headers: 'X-RateLimit-Limit-Daily': Your daily limit 'X-RateLimit-Daily-Remaining': The remaining number of requests for the day 'X-RateLimit-Interval-Milliseconds': The time interval for burst requests 'X-RateLimit-Max': The maximum request limit in the specified time interval 'X-RateLimit-Remaining': The remaining number of requests in the current time interval Troubleshooting How to Update your API Keys How do I know if my API Key is old? What will happen if my API key is compromised? What do I do if my API key is Undefined?

List of Custom Values / Merge Fields

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 WorkflowsCONTACT Contact > Full name: {{contact.name}} Contact > First name: {{contact.first_name}} Contact > Last name: {{contact.last_name}} Contact > Email: {{contact.email}} Contact > Phone: {{contact.phone}} or **{{contact.phone_raw}} Contact > Phone (Recommended for trigger links & UTM): Tel:{{contact.phone_raw}} Contact > Company name: {{contact.company_name}} Contact > Full Address: {{contact.full_address}} Contact > Address 1: {{contact.address1}} Contact > City: {{contact.city}} Contact > State: {{contact.state}} Contact > Postal Code: {{contact.postal_code}} Contact > Time Zone {{contact.timezone}} Contact > Date of Birth: {{contact.date_of_birth}} Contact > Source: {{contact.source}} Contact > Website: {{contact.website}} Contact > ID :{{contact.id}} USER User > Full Name: {{user.name}} User > First Name: {{user.first_name}} User > Last Name: {{user.last_name}} User > Email: {{user.email}} User > Phone: {{user.phone}} or **{{user.phone_raw}} User > Signature: {{user.email_signature}} User > Calendar Link: {{user.calendar_link}} User > Appointment Phone: ** {{appointment.user.phone_raw}} User > Twilio Phone: {{user.twilio_phone_number}} User > Twilio Phone raw format: {{user.twilio_phone_number_raw}} APPOINTMENT Appointment > Title: {{appointment.title}} Appointment > Start Date Time: {{appointment.start_time}} Appointment > Start Date: {{appointment.only_start_date}} Appointment > Start Time: {{appointment.only_start_time}} Appointment > End Date Time: {{appointment.end_time}} Appointment > End Date: {{appointment.only_end_date}} Appointment > End Time: {{appointment.only_end_time}} Appointment > Day of the week:{{appointment.day_of_week}} Appointment > Name of the month:{{appointment.month}} Appointment > Timezone: {{appointment.timezone}} Appointment > Cancellation Link: {{appointment.cancellation_link}} Appointment > Reschedule Link: {{appointment.reschedule_link}} Appointment > Meeting Location: {{appointment.meeting_location}} Appointment > Notes: {{appointment.notes}} Appointment > Add to Google Calendar: {{appointment.add_to_google_calendar}} Appointment > Add to Ical&Outlook: {{appointment.add_to_ical_outlook}} Appointment > Recurring > Repeats: {{appointment.recurring.repeats}} Appointment > Recurring > Times to repeat :{{appointment.recurring.times_to_repeat}} Appointment > Assigned user > Full Name:{{appointment.user.first_name}} Appointment > Assigned user > First Name:{{appointment.user.name}} Appointment > Assigned user > Last Name :{{appointment.user.last_name}} Appointment > Assigned user > Email: {{appointment.user.email}} Appointment > Assigned user > Phone: {{appointment.user.phone}} Appointment > Assigned user >Phone (raw format):{{appointment.user.phone_raw}} Appointment > Assigned user >Signature:{{appointment.user.email_signature}} Appointment > Assigned user > Twilio Phone:{{appointment.user.twilio_phone_number}} CALENDAR Calendar > Name: {{calendar.name}} Campaign > Event, Date, Time: {{campaign.event_date_time}} Campaign > Event Date: {{campaign.event_date}} Campaign > Event Time: {{campaign.event_time}} MESSAGE Message > Message Body: {{message.body}} Message > Message Subject :{{message.subject}} ACCOUNT Account > Name: {{location.name}} Account > Full Address: {{location.full_address}} Account > Address Line 1: {{location.address}} Account > City: {{location.city}} Account > State: {{location.state}} Account > Country: {{location.country}} Account > Postal Code: {{location.postal_code}} Account > Email: {{location.email}} Account > Phone: {{location.phone}} Account > Phone (raw format) : {{location.phone_raw}} Account > Website: {{location.website}} Account > Logo URL: {{location.logo_url}} Account > Owner > First Name: {{location_owner.first_name}} Account > Owner > Last Name: {{location_owner.last_name}} Account > Owner > Email: {{location_owner.email}} Account > ID: {{location.id}} RIGHT NOW Right Now > Second: {{right_now.second}} Right Now > Minute: {{right_now.minute}} Right Now > Time 24h Format: {{right_now.hour}} Right Now > Time AM/PM Format: {{right_now.hour_ampm}} Right Now > AM/PM: {{right_now.ampm}} Right Now > Day of the week extended english :{{right_now.day_of_week}} Right Now > Name of month : {{right_now.month_name}} Right Now > Day: {{right_now.day}} Right Now > Month: {{right_now.month}} Right Now > Month Extended English:{{right_now.month_english}} Right Now > Year: {{right_now.year}} Right Now > Date (month/day/year): {{right_now.middle_endian_date}} Right Now > Date (day/month/year): {{right_now.little_endian_date}} Right Now > Day of the week: {{right_now.day_of_week}} ATTRIBUTION Attribution > First > Session Source: {{contact.attributionSource.sessionSource}} Attribution > First > URL: {{contact.attributionSource.url}} Attribution > First > Campaign: {{contact.attributionSource.campaign}} Attribution > First > UTM Source: {{contact.attributionSource.utmSource}} Attribution > First > UTM Medium: {{contact.attributionSource.utmMedium}} Attribution > First > UTM Content: {{contact.attributionSource.utmContent}} Attribution > First > Referrer: {{contact.attributionSource.referrer}} Attribution > First > Campaign Id: {{contact.attributionSource.campaignId}} Attribution > First > FB Clickld: {{contact.attributionSource.fbclid}} Attribution > First > Google Clickld: {{contact.attributionSource.gclid}} Attribution > First > UTM Keyword:{{contact.attributionSource.utmKeyword}} Attribution > First > UTM Match Type:{{contact.attributionSource.utmMatchType}} Attribution > First > Ad Group ID: {{contact.attributionSource.adGroupId}} Attribution > First > Ad ID: {{contact.attributionSource.adId}} Attribution > Lastest > Session Source: {{contact.lastAttributionSource.sessionSource}} Attribution > Lastest > URL: {{contact.lastAttributionSource.url}} Attribution > Lastest > Campaign: {{contact.lastAttributionSource.campaign}} Attribution > Lastest > UTM Source: {{contact.lastAttributionSource.utmSource}} Attribution > Lastest > UTM Medium: {{contact.lastAttributionSource.utmMedium}} Attribution > Lastest > UTM Content: {{contact.lastAttributionSource.utmContent}} Attribution > Lastest > Referrer: {{contact.lastAttributionSource.referrer}} Attribution > Lastest > Campaign Id: {{contact.lastAttributionSource.campaignId}} Attribution > Lastest > FB Clickld: {{contact.lastAttributionSource.fbclid}} Attribution > Lastest > Google Clickld: {{contact.lastAttributionSource.gclid}} Attribution > Lastest > UTM Campaign :{{contact.lastAttributionSource.utmCampaign}} Attribution > Lastest > UTM Keyword :{{contact.lastAttributionSource.utmKeyword}} Attribution > Lastest > UTM March Type:{{contact.lastAttributionSource.utmMatchType}} Attribution > Lastest > Ad Group ID: {{contact.lastAttributionSource.adGroupId}} Attribution > Lastest > Ad ID: {{contact.lastAttributionSource.adId}} **The raw format is used to remove the brackets and dashesThis is ideal when dealing with international phone numbers

Inbound Call Routing - Explained

TABLE OF CONTENTS FAQs: 1How would we know which Twilio number the contact call if we have more than one Twilio number? 2How to check if the Twilio number is assigned to a user? 3How to check if the contact/lead inbound call number is assigned to a user? 4If you already checked, no Twilio number is assigned to the users, no forwarding number configured, the call still forwards, why? 5What happens if I don't configure any forwarding numbers? 6Can I configure the Twilio number to go to a voicemail directly? 7I always want calls to forward to one number no matter what, how do I set this up? 8When we call the Twilio number, it disconnects right away, and it won't even ring, we already reset and bought a new number but it's still showing the same issue? Where do calls go when a lead calls back? Incoming Call to a Twilio number 1Is the Twilio number that the contact called assigned to a user? ✅ Yes Forward to the Twilio number assigned user's phone number ❌ No ❌ 2Is the contact/lead calling the Twilio number assigned to a user? ✅ Yes Forward to the assigned user's phone number ❌ No ❌ 3Does the Twilio number called have a forwarding number set? ✅ Yes Forward to the number in Twilio number's forwarding field ❌ No ❌ 4Is there a number in the Company Phone field in the Business info tab on the location settings page? ✅ Yes Forward to the number in Business Info tab > Company Phone field FAQs: 1How would we know which Twilio number the contact call if we have more than one Twilio number? Go to Reporting -> Call Reporting -> Double-click the specific date that the contact call Click Filters, Filter Direction to Inbound Once it is filtered, click the arrow on the right to expand more information Check Call flow to see which Twilio number they called 2How to check if the Twilio number is assigned to a user? Once you are in the sub-account, Click Settings at the bottom left: 1Click on My Staff 2Click on Edit (pick any one user to edit) Expand Call & Voicemail Settings Once you click the Select Twilio Number dropdown If it says Twilio number (already assigned to another user) and you don't know which user it is, the only way to check will be to Edit each user to Expand Call & Voicemail Settings section to find out which user the Twilio number is assigned toIf you see a Twilio number like this, e.gmy Twilio number is (778) 907-0712 That means all calls to the assigned Twilio number (778) 907-0712 will be routed to this user's phone numberEven if the lead is assigned to another user, inbound calls will always always always go to the user's phone numberCheck what the user phone number is > Expand User Info in the first section to check the user phone numberIf there's no user phone number, it will fall back to the forwarding number set in phone number settings3How to check if the contact/lead inbound call number is assigned to a user? Once you are in the sub-account, Click on Contacts Lookup the phone number of the contact who called the Twilio number on the top right Quick Search box Click on the contact Check if the contact is Assigned to any users on top If it's assigned to User A, all inbound calls will go to User A But if the Twilio number that the contact dialled is assigned to user B already - 1st priority where the Twilio number is assigned to the user (How to check), all inbound calls will go to User B even if the contact is assigned to User A4If you already checked, no Twilio number is assigned to the users, no forwarding number configured, the call still forwards, why? Please check if there's a company Phone set in Business Information > Company Phone 5What happens if I don't configure any forwarding numbers? The call will drop immediately after we call the Twilio number6Can I configure the Twilio number to go to a voicemail directly? You can configure the Voicemail For Company And For UsersOne way might be to get a Google voice number with the voicemail configured and put it in the forwarding numberSet the incoming call timeout to 1 second so it will drop the call faster in 2-3 ringsOr you can assign the Twilio number to a user and receive Inbound Calling on Mobile APP7I always want calls to forward to one number no matter what, how do I set this up? You can set up a new user, and assign the Twilio number to the userAll the calls will always go to that user's phone number8When we call the Twilio number, it disconnects right away, and it won't even ring, we already reset and bought a new number but it's still showing the same issue? Edit the Twilio number and check if there are any custom values set up in the whisper messageBroken custom values will affect incoming calls and cause it to dropAnother possible reason is that the Twilio number might not be voice capableIn this article How to check logs for a specific Call in Twilio, it will navigate how to also check the Twilio number's capabilities9Can we do call forwarding with an extension? Only when a Twilio number is assigned to usersThere’s an extension field next to user's phone numberAll the calls will always go to that user's phone numberScenario: A lead receives a SMS or call from a HighLevel campaignThe lead calls back the number they see on their caller ID, which is the phone number originally setup with Twilio (seen in Settings -> Phone Numbers)Where does the call go? Company Phone (First Layer): If there is no Call Forwarding Number and the lead is not assigned to a specific user via a user assigned campaign..the call will be forwarded to the Company PhoneTo update the Company Phone follow the steps below: Click Settings on the client viewClick CompanyUpdate the number found in the Company Phone fieldClick Update CompanyCall Forwarding Number (Second Layer): If there is a Call Forwarding Number and the lead is not assigned to a specific user via a user assigned campaign..the call will be forwarded to the Call Forwarding NumberTo update the Call Forwarding Number follow the steps below: Click Settings on the client viewClick Phone NumbersUpdate the Call Forwarding Number of the selected default outbound numberClick SaveUser Phone (Third Layer) If the lead is assigned to a user via a user assigned campaign..the call will be forwarded to the User PhoneTo update the User Phone follow the steps below: Click Settings on the client viewClick Team ManagementClick Edit for the user who was assigned the leadUpdate the Phone fieldClick Save

Mailgun Setup - CloudFlare Domain Setup

TABLE OF CONTENTS Step-by-step Mailgun Setup To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record Step-by-step Mailgun Setup 1Sign up for Mailgun.com 2Check your email inbox to verify the email address 3Login to Mailgun, Click on Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunAMain domain: If you are adding the main domain, it should not be used with Gsuite, or any other email provider Subdomain: To set up the subdomain with Mailgun, you can type ANYTHING_HERE.companyname.com Examples: mg.companyname.com replies.companyname.com support.companyname.com BPlease set up the domain or subdomain under US, not EUnot EUnot EUCClick on Add domain The next screen that you're taken to will ask you to add DNS records to your domainLeave this screen open for the next step5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsTo add the 1st TXT record To Add your first TXT record, Log in to the Cloudflare dashboard and select an account and domainClick on DNS > Records Click on + Add Record AType: Select TXT from the Type menu optionsBName: DO NOT INCLUDE THE ROOT DOMAIN 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CContent: Same for everyone paste the following record v=spf1 include:mailgun.org ~all DClick on Save To add the 2nd TXT record Click on + Add Record again AType: Select TXT from the Type menu optionsBName: it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT INCLUDE THE ROOT DOMAIN **Everyone's 2nd TXT record host name and value is different Examples: copy the highlighted part ONLY Example 1 using subdomain: Copy mx._domainkey.helpdesk as the host name Example 2 using main domain: Copy mailo._domainkey as the host name CContent: Head back to Mailgun and Copy the 2nd TXT record here highlighted in the screenshot below Content: paste the 2nd very long copied TXT record here DClick on Save To add the 1st MX records Click on + Add Record again If you have a Gsuite account to capture incoming emails for the main domainMake sure you are using a subdomain for MailgunCheck out Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? AType: Select MX from the Type menu optionsBName: Different for everyone 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CMail Server: Same for everyone paste the following data mxa.mailgun.org DPriority is 10 which is also same for everyone no matter what domain you are trying to set EClick on Save To add the 2nd MX records Click on + Add Record again AType: Select MX from the Type menu optionsBName: Different for everyone 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CMail Server: Same for everyone paste the following data mxb.mailgun.org DPriority is 10 which is also same for everyone no matter what domain you are trying to set EClick on Save To add the CNAME record In Cloudflare, Click on + Add Record again AType: Select CNAME from the Type menu optionsBName: Different for everyone Head back to Mailgun to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain 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 If you are setting up a main domain like companyname.com, the host name will be email CTarget: Same for everyone paste the following data mailgun.org DClick on the orange cloud Proxied to make it DNS only EClick on Save Now that you have added 5 records, Go back to Mailgun and click on Verify DNS Settings Click the same button to Verify DNS Settings again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can grab the Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Then we could send a test email to see if everything works! Click here to learn How to send a test email in the Conversation

Phone Call Redirect Loop

If you're hearing a loop on phone calls or you're seeing lots of calls stack up, one after the other, in Conversations, odds are one of your users has been assigned a Twilio number but also has that number set in the Phone field in their user settings. Another possible reason is that the business phone number or the forwarding number set might look like a different number from the Twilio number, but it is configured to route back to the Twilio number. So this will cause a call loop because we will try to forward the calls to the business phone number.

SMS Not Sending / Delivering to Contacts

Troubleshooting SMS delivery failures can be stressfulIn this help doc, we will explore all the possible reasons why an SMS sending or delivery might fail and provide corresponding troubleshooting stepsHow does SMS delivery work? When an SMS is sent from the HighLevel platform, it goes through various steps that can be illustrated as follows: As you may have noticed, an SMS that you send to a contact goes through multiple layersIf there is a failed sending or delivery, it could indicate an error or filter at any of the mentioned layersWhere can I find Sending/Delivery errors in HighLevel? In most cases, when an SMS fails to send or deliver, we display an error in the conversation view that appears like this: The error message and error code will provide you with clues about what is going wrong and how to proceed from therePossible reasons for failure include: At the HighLevel layer: 1DND is enabled When DND is enabled for a contact on the SMS channel or overall, HighLevel doesn't send the SMS and displays an error in the conversation screenRelated help doc - DoNotDisturb (DND Split) 2Number is a landline number (Number validation) When number validation is enabled, HighLevel checks if the contact's phone number is SMS-capable before attempting to send the SMSIf the number is not SMS-capable, HighLevel skips sending the SMS and shows an error in the conversations screenRelated help doc - SMS / Phone number Validation is LIVE 3Sub-Account is new and undergoing ramped sending For newly created sub-accounts, HighLevel gradually increases the sending limits to prevent spamming or phishingAgencies can choose to remove these restrictions if desiredRelated help doc - LC - Phone Messaging Policy (See 1Ramp-Up Model: section) 4Sub-Account has exhausted the daily quota set by the agency Agencies can set a daily limit on SMS sending for each sub-accountWhen the limit is reached, HighLevel skips sending SMS in bulk actions and automationsHowever, 1:1 SMS messages are still sent to allow clients to reply to their leadsAgencies have control over these limits for each sub-accountRelated help doc - LC - Phone Messaging Policy (See How to update the limit for a sub-account? section) 5Sub-Account SMS sending privileges have been suspended due to a high error rate, opt-out rate, or carrier complaint rate HighLevel monitors error rates, opt-out rates, and carrier complaint rates for all sub-accounts to prevent spamming and phishingIf any of these thresholds are exceeded, SMS sending privileges for the sub-account are suspended for a certain periodAny attempted SMS sending during this time will be skipped, and an error message will be displayed on the conversation screenRelated help doc - Best Practices for SMS deliverability and Avoiding SMS Restrictions At the Twilio/LC Phone Layer: 1Number is on Twilio's DND list due to a previous opt-out or carrier complaintIf the contact's number opted out from the Twilio number before, SMS will not be delivered unless the contact opted in by texting START to the Twilio number230001 - Queue overflow Twilio queues messages based on the sending rate of the sender or accountMessages can only be queued for up to 4 hours before they automatically failThe queue length limit can be reduced by setting a lower Validity Period within your Messaging Service settings or API requests330002 - Sub-Account suspended on the Twilio side If your Twilio sub-account is suspended between the time of message send and delivery, please contact Twilio or HighLevel Support (LC Phone)This failure occurs when your account was suspended after the message was queued but before it was sent by TwilioAt Sender Carrier Network Layer 130003 - Unreachable destination handset The destination handset you are trying to reach is switched off or otherwise unavailableThe device you are trying to reach does not have sufficient signal The device cannot receive SMS (for example, the phone number belongs to a landline) There is an issue with the mobile carrier 230004 - Message blocked The destination number you are trying to reach is blocked from receiving this messageThe device you are trying to reach does not have sufficient signalThe device cannot receive SMS (for example, the phone number belongs to a landline)The destination number is on India's national Do Not Call registryThere is an issue with the mobile carrierYou have sent a message from a US/CA Toll-free number to an end user handset that has previously responded with "STOP" or another opt-out keyword3Attachment file size exceeded 4Geo permission issues for international SMS 5The body exceeds the limit of 1600 characters If you are using a trigger to send smsCheck the body of the messageAlso, check to see if there is a custom value of {{message.body}} For example, if someone replies via email and their email exceed the limit of 1600 characters, the message will not send if you have the custom value {{message.body}} For more information on why a particular sms failed, check out How to check logs for a specific text message in Twilio FAQs: Why am I being charged for SMS messages that failed to deliver? Charges will apply to SMS messages where delivery was attempted

Duplicating Triggers

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. Duplicating triggers is useful if you want to run the same trigger across multiple client locations. Instead of creating and customizing the trigger from scratch, you can simply duplicate it and make any adjustments necessary. Follow the steps below if you want to copy a trigger: Click Triggers on the client view. Click on the trigger you want to duplicate. Click the Actions dropdown on the top right. Click Duplicate Trigger. Type in a New Trigger Name and select the client location(s) you want to duplicate the Trigger into. Click Save. You may need to make adjustments to the trigger duplicated in other client locations depending on the configurations and setup. All duplicated triggers start in draft mode so be sure to activate them.

Purchase Twilio Number - "Please Select Bundle/Address to Purchase Number"

If you are buying a phone number for countries like Australia, you might encounter this error Please select 'address' to purchase number. That's because we will need to verify the address and bundle in the Twilio SUB-account: 1. Go to the Account dropdown on the top-right menu, click on Subaccounts https://console.twilio.com/ 2. If there are too many subaccounts inside Twilio, you can go back to HighLevel and copy the Account SIN for that location to search in Twilio: https://app.gohighlevel.com/settings/twilio Search based on the Twilio Subaccount SID in HighLevel agency settings -> Twilio Paste the Account SID here and click on it: 3. Click into the subaccount so you will see there's an orange text on the top left: Go to Explore Products -> Scroll down to click on Phone numbers Click Phone numbers: Click on Regulatory Compliance and add Bundles and Addresses For Bundles, you can learn more about Twilio international phone number availability and their capabilities here. For Dual Functionality (Voice and SMS enabled) Phone Numbers, please choose Mobile for the type of Phone numbers here: Once the bundle is added, add an address as well: Once Twilio approved the bundles, the bundles and addresses will show up in the dropdown once you are trying to buy numbers in the location.

Exact Match & Contains Phrase Triggers

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. Looking for an overview of what a dialogue flow considers positive and negative intents? List of Negative Intents List of Positive Intents

Facebook Lead Ad Integration & Troubleshooting Guide

The Facebook Lead Ads integration allows you to collect leads directly from Facebook Ads and have them automatically synced with your CRMWith this integration, you can easily capture contact information from potential customers interested in your products or services on Facebook and quickly follow up with them through your CRMBy automating the lead capture process, you can save time and improve the efficiency of your sales and marketing effortsCovered in this Article: What is the Facebook Lead Ads Integration? Who is this integration helpful for? What are the benefits of this integration? Pre-requisites for Facebook Lead Ads Supported custom fields when using Facebook Lead Ads: How to directly integrate Facebook Leads Ads with a Sub-Account Troubleshooting Why are my Lead Ads not making it into my Sub-Account? How do I integrate Facebook Leads using a 3rd party service like Pabbly Connect or Zapier? A Facebook Token Has Expired In a Sub-Account; why does this happen, and How to Fix This? Common Errors Page Quality Issue Permission Issue Instagram Connection/messages Check Messenger/ Instagram not syncing all messages Leads, not syncing Issue How to connect Instagram Account to the FB page or verify it is connected Missing Pages What is the Facebook Lead Ads Integration? The Facebook Lead Ads integration with a CRM (Customer Relationship Management) system allows businesses to capture and automatically import leads generated through Facebook Ads into their CRM systemThis integration enables businesses to streamline their lead capture process, avoid manual data entry errors, and follow up with leads more efficientlyBy integrating Facebook Lead Ads with a CRM, businesses can track and manage their leads through a single platform, which can improve Lead quality, increase conversions, and ultimately help grow their businessWho is this integration helpful for? The Facebook Lead Ads integration with a CRM can be beneficial for any business or organization that is using Facebook Ads to generate leads and wants to streamline their lead capture processIt can benefit small businesses or startups that may not have a large sales or marketing team to collect and manage leads manuallyBy automating the lead capture process, businesses can save time and resources while improving their lead data's accuracy and qualityAdditionally, the integration can benefit businesses already using a CRM by seamlessly integrating their Facebook lead data into their existing workflows and follow-up processesWhat are the benefits of this integration? The benefits of integrating Facebook Lead Ads with the CRM include: Automated lead capture: With this integration, businesses can automatically capture leads generated through Facebook Ads and import them into their CRM system, eliminating the need for manual data entryImproved Lead Quality: By tracking and managing leads through CRM, businesses can better understand their audience, personalize their marketing efforts, and improve the overall quality of their leadsEnhanced lead management: The CRM system allows businesses to track and manage their leads in one place, providing a 360-degree view of their interactions with prospects and customersThis can help companies to streamline their sales and marketing efforts and improve customer retentionEfficient follow-up: With lead data automatically captured and imported into the CRM system, businesses can quickly follow up with leads and prioritize their sales efforts based on lead quality and behaviorIncreased conversions: Businesses can increase their conversions and ROI from Facebook Ads by automating lead capture and improving lead managementPre-requisites for Facebook Lead Ads Access: You must have access to the Facebook page for which you're creating lead adsRefer to this Facebook Help article on how to give someone a role on your PageOwnership: Ensure the same user owns the page and the ad accountFor business-level integrations, the owner of the page and the ad account must be the same—more on this in the Facebook help section on Ad account rolesPermissions: Verify that you have the page and ad account permissionsYou should ideally have admin or manage permissionsTo understand different levels of permissions, refer to Facebook Pages roles and Ads permissionsThe user trying to integrate the Facebook Page into the CRM will need to be an admin of the Facebook Business page and have Lead Access Permission to access Lead data (A requirement set by Facebook)Ad Account Check: Confirm your page is connected to the appropriate ad accountTo do this, navigate to the Ad Account settings and verify the connected page—more on how to navigate your ad account settingsVisibility: Note that only individuals with relevant permissions can see the owners of ad accountsFor details, check Facebook's guide on user permissions for ad accountsLeads Access: Check if you have lead accessIf the lead connector isn't showing, you may need to manually search for it or enable itFor issues related to leads not syncing, refer to Facebook's troubleshooting guide for lead adsLeadConnector will need access to the Facebook Business Manager and Business Page from which you run the Facebook Lead AdIf you have moved your page to the New Pages Experience, You can allow trusted people to manage some of your Facebook business pagesYou can give some people access to certain parts of your Facebook page without giving them full accessOpen business manager > Left navigation > Users > PeopleIf you have added the person, who will be integrating the FB page to the CRM, there already: they will appear at the center of the pageClick on the name and see more details, like the roleThe role needs to have Admin or Employee accessIf you have not added them, Please follow the steps to add people/users firstHow to add users to your business? Remember that this business manager role differs from Page Role; the Page Role must still be the AdminPlease Note: The new Pages experience isn't available for all Pages yetSome Pages you manage might still use the classic Pages experienceLearn more about classic PagesWhen creating the custom fields for the Lead Ad in the CRM, please make sure to use the supported custom fields listed below: Supported custom fields when using Facebook Lead Ads: TEXT LARGE_TEXT NUMERICAL PHONE MONETARY SINGLE_OPTIONS DATE DROPDOWN RADIO OPTIONS CHECKBOX How to directly integrate Facebook Leads Ads with a Sub-Account Please Note: Only the User that integrated the FB page will be able to see that page in the dropdown of pagesThey need to be the admin of that FB page to see it in the dropdown of pages and will no longer see other accounts' FB Pages in the listFacebook form mapping has moved under location settings > integrations > Facebook Form Field MappingTroubleshooting Why are my Lead Ads not making it into my Sub-Account? Are you an admin of the Facebook page - How to add an admin to my Business Manager Can you confirm that the correct FB Lead Ad form is selected in your Facebook ads manager and matches the one in your Sub-Account? - https://web.facebook.com/business/tools/ads-manager Now in your Sub-Account, check in settings> integrations > Facebook form fields mapping if there is a blue tick mark next to the form you have selected in ads managerIf you are, in fact, the FB Admin, can you try this to confirm if Lead Connector is accessible and can allow access to your page? Link mentioned in the video - https://www.facebook.com/settings?tab=business_tools&ref=settings 6Once you have completed the steps in the video above, please use the Facebook leads ads testing tool to see if leads are now being added to your Sub-AccountLead Ad Testing Tool: https://developers.facebook.com/tools/lead-ads-testing Facebook Page Select: https://app.gohighlevel.com/location/YOUR_LOCATION_ID/facebook_page_select Please Note: When testing are you able to locate the App ID 39018126477806? (Mentioned in the video above @2:49 seconds) If the app ID does not show up, then LeadConnector does not have accessIf that is the case please continue to step 7 belowIf Facebook Lead Ads are not coming into the CRM Please try using unique contact info as explained in the video below: 7If you see that LeadConnector access to your page has been revoked or the App ID is not coming up, you will manually need to assign Lead access permissions to LeadConnector on Facebook: iGo to Business SuiteiiIf you don't have access to Business Suite, go to Business Settings and select your business, skip to step (v) iiiClick the dropdown in the top-left corner and choose your business accountivClick Settings in the bottom-left cornervClick More Business SettingsviClick Integrations in the left menu, then click Leads AccessviiClick Assign CRMsYou'll see a list of CRM systems integrated with your Facebook PageviiiCheck the circle next to LeadConnector, then click AssignPlease Note: The Page Admin who granted permissions to LeadConnector must continue to have access permission or else LeadConnector will fail to fetch dataHow do I integrate Facebook Leads using a 3rd party service like Pabbly Connect or Zapier? You can use a 3rd parties integration tool like Zapier or Pabbly ConnectHere is more info A Facebook Token Has Expired In a Sub-Account; why does this happen, and How to Fix This? If you received an email with a subject that says "Important: Facebook connection has expired.", this means that the Facebook integration for one of your Sub-accounts has become disconnectedWhy Did This Connection Break? Several reasons could cause the integration to breakThe most common are: A user changes their password The Facebook token naturally expires after some time A user de-authorizes your app A user logs out of Facebook A user changes page permission or adds/removes a user A virtual assistant in another country logs in without using a VPN To reconnect: 1Select the account indicated in the email you received from the "Switch To An Account" dropdown 2In the left-hand sidebar, click "Settings." 3From the sidebar, click "Integrations." 4Click the "Connected" button to disconnect the broken integration under the Facebook iconClick on Connect again to reconnect 5In the window that pops up, continue as yourself, select the Facebook page that you want to connect, then click the "Connect Page" button Common Errors Page Quality Issue : Suppose our user is facing this issueOur customer needs to raise a support ticket with Facebook SupportSteps to resolve: Users need to switch to the Facebook page on Facebook, Go to this link and raise a support ticket with Facebook if there is an issueFB Support Doc: Permission Issue: The easiest way to find the issues is by trying to fetch the latest FB/Insta message and the latest leadThis is how Zapier does it, and it helps us easily find the missed permissionFB API will present an error if permission is missing or for other reasonsTroubleshooting steps are as follows: Go to this linkAnd then this link Check if all the permission are enabled for all pagesInstagram Connection/messages Check: Check Instagram page is connected to the FB page Switch your logged-in user to the desired Fb page and go to this linkCheck if messaging is enabledIf the page is connected, but your IG page is still not visible as an option in your CRMPlease do a hard reset and then attempt to connectMessenger/ Instagram not syncing all messages: Sometimes the reason for this issue is our LeadConnector app is not set as the primary receiver if they have multiple CRM integrationSteps to resolve: Switch to the desired FB page and go to this link Leads, not syncing Issue: We need to check the business side for the places belowUser Added to business(EMPLOYEE OR ADMIN) FB Page Admin: Ad Account Check: Page Owner should Match with Ad Account Owner Integration Lead Access Check: If you are still not receiving the leadsClick on Restore Default Access it and check it againHow to connect Instagram Account to the FB page or verify it is connected: An Instagram account can be connected to a single FB pageSteps to connect the Instagram page or verify it is connected to the correct FB page Log in to Facebook and click Pages in the left menuSelect your Facebook page(Switch to the FB page), then click Settings Select Linked Accounts in the left columnSelect Instagram, then connect your accountIf it is already connected, we can verify thisIf it is not connectedIt will show like below Pages Missing If an admin of a page also has their business account associated with the same page, they won’t be able to see the page while integrating with HighLevelThe best workaround is to add a second admin to that Facebook page, and have them integrateSteps to add an admin to the page: Log in to Facebook and click on your profile photo in the top right cornerSelect “See all profiles” and choose the Page you want to grant access toClick the profile picture of your Page in the top right to navigate to your PageClick “Manage,” then select “Page access” on the left under “Your tools.” Next to “People with Facebook access,” click “Add New.” Click “Next,” and then enter the name or email address of the person you want to grant Facebook access toFinally, click on their nameYou can now choose to grant either partial or full control over the Page: For partial control, scroll down and click “Give Access.” For full control, scroll down, click to grant full control, and then click “Give Access.” Type in your Facebook password to confirm the action, then click “Confirm.” The person you’ve granted access to will receive an email invitation to accept your invitation to access the PageBy following these steps, we’ll successfully grant admin access to the user who will be connecting the Facebook account from GHLThis will allow them to manage the Page in the new Pages experienceAfter granting the admin access to the user, they would be able to successfully add the Facebook page to GHLThis is temporary, we are working with Meta to get this fixed, reported here https://developers.facebook.com/community/threads/712197940934624/

How to Purchase a Phone Number in a Sub-Account

More Tutorials from the Community https://youtu.be/dPnqcQhfWHg https://youtu.be/wjAJ1T6iXks https://youtu.be/LDrc_G26bgE Before you continue with this guide, please make sure you have set up your agency telephony providerIf you still need to, please follow this guide first, as you can only purchase a phone number once a provider has been selectedCovered in this article How to buy a Phone Number within a Sub-Account Step-by-step on how to purchase a phone number in a sub-account Other Relevant Documentation How to buy a Phone Number within a Sub-Account How do I Migrate an Agency and Sub-Account to LC - Phone? Step-by-step on how to purchase a phone number in a sub-account 1At the top left, click here to switch to the sub-account where you want to purchase a phone number2Once you are in the sub-account, click on Settings 3Click on Phone Numbers 4Click on Add Number 5Select the Country you want to purchase the number forHere's a list of countries supported by LC Phone System/ Twilio: Twilio international phone number availability and capabilities If the country you want is on the list but not visible within the system, you can **buy the number through the Twilio console for the location(**ONLY applicable to Agencies who have integrated Twilio as the default telephone provider) A regulatory bundle/Address is required if your agency resides outside the USA or CanadaPlease Note: Regulatory Bundles/Address are an industry-standard practice, not a HighLevel-specific requirementIf your sub-account is outside of the USA and Canada, we highly recommend that you complete the regulatory bundle/address registration for the best telephone experienceIf you are using Twilio as your agency phone provider, please check out how to Purchase a Twilio Number - "Please Select Bundle/Address to Purchase Number." Other Relevant Documentation How to Set Up Call Tracking (Number Pool) LC Phone Users: How do I Migrate an Agency and Sub-Account to LC - Phone? Compliance - LC Trust Center LC - Phone Messaging Policy LC - Phone Pricing Structure Regulatory Bundle and Address Creation for Sub-Accounts Twilio Users: How to buy a Twilio number for the HighLevel location in Twilio Twilio's international phone number availability and capabilities How to request a Twilio number that's not available? Purchase Twilio Number - "Please Select Bundle/Address to Purchase Number."

Reputation Management - How to Customize the Review Request Messages (SMS/Email)

In this article, we will cover how to turn on and customize the review messages for Email/ SMS review requests. This can be found in the sub-account Settings > Reputation Management tab Covered in this article: How to set up and customize your review request emails/SMS How to add a different review URL to your review request How to enable (Toggle on) the review request feature throughout the sub-account Areas within the CRM where you can send review requests: How to set up and customize your review request emails/SMS Please Note: All location users regardless of admin or user permissions will recieve a system generated review email every time a new review comes in - See system generated email example here How to add a different review URL to your review request How to enable (Toggle on) the review request feature throughout the sub-account Please toggle the "Customize Review SMS" and "Customize Review Email" Related Articles: Different ways to send review requests within the CRM How to Dispute a Google Review and Check on the Dispute Status Reputation - Breaking Down the Reviews Tab

How to Fix Bad Call Quality

Good call quality is crucial for any business relying on VoIP (Voice over Internet Protocol) technologyBad call quality can lead to frustration, misunderstandings, and lost business opportunitiesThis article will explore possible causes of bad call quality and provide steps to improve itCovered in this Article: Interpreting Call Error Codes On WebApp On Mobile App If you are using LC Phone System Step 1 - Check the quality of your internet connection Step 2 - Check VoIP Compatibility Step 3 - Check your Computer (or mobile) hardware If you are using your own Twilio Account Twilio isn't able to help meWhat are my options? Option 1 - Move to LeadConnector Phone System Option 2 - Look for Configuration Issues Interpreting Call Error Codes On WebApp If you're having issues with call quality during a call, you'll likely see an error code at the top of your HighLevel dashboardYou can view the meaning of each error code hereThe most common errors are: high-rtt - Round-trip-time (RTT) is the network's latency measureHigher latency can result in perceptible delays in audiohigh-jitter - Jitter is the measure of variability at which packets arrive at the SDK sensorsHigh jitter can result in audio quality problems on the call, such as crackling and choppy audiohigh-packet-loss - Packet loss is measured as the percentage of packets sent but not received at the SDK sensorsHigh packet loss can result in choppy audio or a dropped callOn Mobile App The HighLevel, LeadConnector or your Whitelabel Mobile App has safety built-in to notify your clients when bad call quality is experiencedhigh-rtt: We detect high round-trip time on this networkYou might experience perceptible delayslow-mos: The call quality on this network might be affectedhigh-jitter: We detect high jitter on this networkYou could experience choppy audio or crackling noiseshigh-packet-loss: We detect high jitter on this networkYou could experience choppy audio or crackling noisesIf you are using LC Phone System As the LeadConnector Phone System is relatively new, we are continually monitoring the quality of the user experienceWe have periodic surveys that ask for feedback on the call’s qualityThis is super important and necessary to developing and honing this featureThe surveys will show up every four calls as long as the feedback is submittedThis will become less frequent as time goes on as we collect more data and improve the appThank you for helping us work towards a more seamless systemIn our experience, in most cases, the reason for bad call quality is a bad internet connection or a bad routerStep 1 - Check the quality of your internet connection VoIP breaks audio data into small chunks called packets to transfer them over the internetThis means a bad internet connection or a router might affect your audio qualityPlease head over to https://speed.cloudflare.com/ and do a testIt is recommended to have at least a 50MBPS uplink/downlink connection with a jitter of less than 10ms and Ping of less than 40msIf you have an inferior connection to the mentioned specs, you may need to upgrade your internet or routerStep 2 - Check VoIP Compatibility You can check the VoIP compatibility of your internet connection by heading over to - https://test.webrtc.org/ If you see any warnings (like in the example above), you may need to upgrade your internet, router, or computer to improve your call qualityStep 3 - Check your Computer (or mobile) hardware VoIP connections require your computer to perform heavy computations; therefore, if you are using an old machine, it is expected to have problems with VoIP call qualityIf you are using your own Twilio Account If you are using your own Twilio account, you need to open a ticket to determine the cause of bad call quality with TwilioAlso, be sure to run: https://networktest.twilio.com/ https://support.twilio.com/hc/en-us/articles/360021745354-Troubleshooting-Audio-Quality-Issues-on-Twilio-Voice-Calls Twilio isn't able to help meWhat are my options? Option 1 - Move to LeadConnector Phone System Moving to LeadConnector Phone System might save you a lot of trouble that comes with managing Twilio as it is completely managed by HighLevelHow to Migrate an Agency and Sub-Account to LC - Phone? Option 2 - Look for Configuration Issues Log in to your Twilio account -> View Sub-accounts -> Select Sub-account -> Monitor -> Loges -> Errors and check if you have any common errors listed thereOnce you have identified the root cause for the error, your call experience should improve significantly

An Inside Look at Agency Company Settings: What You Need to Know

An Inside Look at Agency Company Settings: What You Need to Know. This article will discuss Whitelabeling your app, login portal, system-generated links, and more. Agency Settings is the place where you can make changes to agency information. Please Note: Companies that rely on custom CSS and Javascript should be aware that their scripts may stop working due to changes in the underlying system. It is the responsibility of those companies to test their scripts frequently and fix any problems they encounter. Covered in this article: Company Data Company Address To access Agency Company Settings please click Settings within the agency view -> Company Tab. Company Data Company Name - *Used for widgets (Powered by 'Agency Name') Company Email Company Phone Company Website *Company Logo *Whitelabel Domain - White Label the Desktop App *API Domain - How to Brand System-Generated Links (API Domain) *Privacy Policy URL (found within your Login Portal) Custom Javascript - Custom CSS - *Items 5 through 8 above are important to Whitelabel the web app Please Note: Companies that rely on custom CSS and JS should be aware that their scripts may stop working due to changes in the underlying system. It is the responsibility of those companies to test their scripts frequently and fix any problems they encounter. Company Address Address City Zip Code State/Province/Region Country Time Zone Experience - Optimize Experience Features Content AI - How to Enable and Rebill Content AI? LC - Premium Triggers & Actions - How to Enable LC Premium Triggers & Actions for Workflows Template Library - How does the Template Library work? Related Articles: List of all outgoing system-generated emails

Import Existing Twilio Numbers into HighLevel

1. Is the number you want to import a Twilio number? Yes - go to 2. No - Check out how to port a Phone Number to Twilio here 2. Once it's ported as a Twilio number, How to import an existing Twilio phone number into a HighLevel client account? how to move Twilio numbers from your client's Twilio account to your own Twilio account here. How to locate the gaining SID for the account: 1. Click on sub-account name on the top left 2. Click on Switch to Agency View 3. Click on Settings 4. Click on Phone Integration 5. That's the master Twilio account SID 6. Click on Sub Account Settings 7. Click on the pencil icon on the right for the sub-account you want to move the number to 8. That'd be the gaining Account SID for the sub-account you want to move the number to Click on Update Credential to update the Twilio Account SID and auth token for the sub-account

Snapshots - Overview

A snapshot is a template of a particular sub-account that is used to transfer items such as Funnels, Calendars, Workflows, Websites, Custom Values, Trigger Links, Message templates, etc., to another accountThe idea behind this feature is that it allows the agency owner to build and customize many different assets and settings so they can be applied to new accounts, thereby minimizing the amount of work that needs to be done when it is createdList of client account items copied using Snapshots: Custom Fields Custom Values *0 Triggers *1 Trigger Links Surveys Forms SMS Templates Email Templates *2 SMS *3 Email *4 Custom Communications *5 Campaigns *6*7 Pipelines Calendars *8 Tags Folders Funnels *10 Membership products and offers Workflows *9 Teams *11 Marketplace actions and triggers *12 Internally created actions and triggers *Notes *0 - The Values of the Custom Values do not get copied, only the Key doesTo learn why we do this, and how to use Custom Values to maximize the Snapshot experience please see this article: Custom Values *1 - Triggers copied over from a Snapshot will start in Draft mode *2 - There are three types of emails that get saved in Snapshots: Emails built-in Marketing > Emails, emails built-in Marketing > Text & Email Templates, and emails built-in Marketing > HTML builder *3 - This is the SMS template for Reputation Management (Settings -> SMS) *4 - This is the Email template for Reputation Management (Settings -> Email) *5 - These are the Custom Communications settings for Reputation Management (Settings -> Custom Communications) *6 - Campaigns copied over from a Snapshot will start as Published *7 - Users (a feature in Campaign Configurations) is not copied over as we do not copy Users within Snapshots as we assume the users for each account will be different *8 - Includes calendar settings for each calendar *9 - Workflows saved in Snapshots do not include: Facebook add to custom Aud., Facebook remove from customer Aud., Add to Google Analytics, Add to google Adwords, FB Conversion API *10 - Products created in Funnels do not get saved to SnapshotsTracking codes also do not get included in Snapshots*11 - Teams in Snapshots are not active by default and must be manually activated by a team member *12 - App must be installed to use the marketplace actions and triggers List of client account items that do NOT copy over when using a SnapshotContacts do not transfer overConversations do not transfer overTracking codes that you have set up on the backend on websites and or funnels will not transferIntegrations do not transfer overUsers do not transfer overReporting data does not transferReputation does not transfer overThe data within a custom valueAny customization that is done to the chat widgetAny integrated domains do not transfer company settings inside the companies settings tab do not transfer overExisting tasks or manual actions do not transfer overTo Know More: * Creating Snapshots * Importing Snapshots * Load Snapshots into Existing Account

Activate Notifications

FAQs: 1. Why am I getting duplicate notifications? Ensure the same Twilio Account SID is not connected to multiple HighLevel sub-accounts.

Import Snapshots

Import Snapshot from Snapshot Share Link Follow the steps below to import a snapshot from a shareable link Log into HighLevel in your web browser Open an additional tab in your browser Paste the snapshot share link into the browser address bar and hit enter Click Yes! Import Now Import Snapshot from Email Follow the steps below to import a snapshot from email Log into HighLevel in your web browser Click Click here. in the email Click Yes! Import Now Imported Snapshots appear under the Imported Snapshots tab in Settings (Agency View) -> Account Snapshot. Next steps Once the snapshot is loaded, you need to click on 'Agency View' > 'Subaccounts.' You will click on the subaccount name (without switching to the subaccount) to open the subaccount details. Then, locate the 'Actions' button in the top right corner and select 'Load Snapshot.' This will open a dropdown menu where you can load the snapshot and select specific items that you want to be loaded, such as campaigns, calendars, etc.. You will be able to load as many snapshots as you want per subaccount. https://help.gohighlevel.com/a/solutions/articles/48000982582?portalId=48000045315

HighLevel Chat Widget: How to Add It to Your Pages in Minutes

Installing the HighLevel Chat Widget on client websites is one of the easiest ways to generate leads without ad spendWhere traditional live chat often results in a bad user experience due to lengthy response times, the HighLevel chat widget excels as it opens up a 2-way SMS chat, freeing the user to leave the website but continue the conversation! That said, please note that HighLevel does offer a "Live Chat" type Widget option when configuring the Chat WidgetThis is typically used for larger teams with dedicated team members who can monitor live communicationsIn either case, the chat widget installation is simple and requires no development knowledge or technical skillsCovered in this article How to install the Webchat widget to a funnel and or website in HighLevel How to setup and test your webchat widget FAQs Can I customize my chat widget messaging per page? Can I create multiple chat widgets in a sub-account? Other Related Docs: Webchat for Duda: How to Get Started Webchat for Weebly: How to Get Started Webchat for Wix: How to Get StartedWebchat for Shopify: How to Get Started Webchat for Squarespace: How to Get Started Webchat for Shopify: How to Get Started How to install the Webchat widget to a funnel and or website in HighLevel Be sure you have purchased a phone number and completed the required A2P registration in the sub-account in order for the SMS replies to be sentFor more information go here: How to Purchase a Phone Number in a Sub-Account How to setup and test your webchat widget Step 1: Once you have a chat widget set up, you'll want to configure a Workflow Trigger to notify when a conversation is initiated via the chat widgetTo do this, the trigger event should be "Customer Replied" with a filter for "Reply Channel" set to "Chat Widget" like this: Every "Reply channel" will require its own respective triggerFor the example above we are only using "Chat Widget", if you wanted to use Google Messages you would need to setup a NEW trigger and or workflow for that specific eventStep 2: Next hit the + > Search for "Internal notifications" > You can select from 3 options: 1Email - Send email to a specific Users or custom email 2In-app notification - Send a notification via the web app or mobile app to a specific Users or all 3SMS - Send SMS to a specific Users or custom number Quick Tip: Use the "{{Message Body}}" custom value in your notification email/text to display the message that the user entered into the chat widgetOther Related Docs: Webchat for Duda: How to Get Started Webchat for Weebly: How to Get Started Webchat for Wix: How to Get Started Webchat for Shopify: How to Get Started Webchat for Squarespace: How to Get Started FAQs Can I customize my chat widget messaging per page? The current configuration of the webchat widget does not allow for dynamic messagingAlthough the widget can be used on multiple pages, the messaging will remain consistent with the initial setupCan I create multiple chat widgets in a sub-account? No, each sub-account comes with one webchat widget

Adding Dynamic Text To Funnel Pages

This video walks through how to dynamically add personalization such as someone's first name to a thank you page in the funnel builder:

How to set up a Manual SMS action

Are you looking for ways to incorporate personalized communication into your automated workflows? Do you need to add a human touch to your SMS marketing campaigns? SMS marketing has become an essential tool for businesses to reach their customersHowever, automated SMS campaigns can sometimes lack the personalization and human touch that customers craveThis is where manual SMS actions come in handyManual SMS actions are a great way to add the human element and incorporate personalized communication and into your SMS campaignsIn this article, we will explore the benefits of manual SMS actions and how they can be used in various scenarios to enhance your SMS marketing efforts and how to utlize them within the systemIn this article we will cover: Here are a few reasons why someone might want to add a manual SMS action: How to Set Up Manual SMS Action in Workflows Where and how to use Manual Actions on Mobile How can manual call statistics be utilized in workflows ? How to add a Manual SMS action in a Campaigns (depricated) FAQ Where do users go to complete manual actions? Desktop App: Mobile App: Here are a few reasons why someone might want to add a manual SMS action: 1Customer Interaction: Sometimes, it's essential to involve a human touch in customer interactionsBy including a manual SMS action, you can prompt your team to respond personally to customer inquiries, ensuring a more personalized and tailored experience2Approval Processes: In certain workflows, especially those involving critical decisions or sensitive information, manual SMS actions can serve as an approval stepThis allows designated individuals to review and authorize specific actions before proceeding3Verification and Validation: Adding a manual SMS action can be useful for verifying or validating certain informationFor example, you might send an automated SMS to customers with a link to confirm their subscription or verify their contact detailsThe manual step would involve someone reviewing the responses received and taking appropriate actions4Complex Workflows: In complex workflows where multiple systems or teams are involved, manual SMS actions can act as checkpointsThey provide an opportunity for human intervention to ensure that everything is functioning correctly or to handle exceptional cases that may require individual attention5Time-Sensitive Information: Manual SMS actions can be helpful when you need to send time-sensitive information that requires immediate attentionBy manually triggering an SMS, you can ensure that the message reaches the recipients promptly and that any necessary actions are taken promptlyOverall, manual SMS actions provide flexibility, allowing you to combine automated processes with human involvementThey enable you to add personalization, decision-making capabilities, and adaptability to your workflows, ensuring better customer experiences and more effective management of complex scenariosHow to Set Up Manual SMS Action in Workflows Where and how to use Manual Actions on the Mobile App Click on the hamburger menu Click on "Manual Actions" The blue "PLAY" button will display the pending manual actions If this is a manual call, the call pop-up will appear, and you can select an option based on how your call went, which will be reflected in your call reportingHow can manual call statistics be utilized in workflows? After making a manual call, a pop-up displays various call options in the systemYou can utilize this action to trigger workflowsBy selecting the manual call status , the workflow will be activated accordinglyHow to add a Manual SMS action in a Campaigns (Will be Depricated) Please Note: Please be aware that campaigns and triggers will no longer be supported in the futureWe recommend switching over to workflows, as they provide a much more powerful experienceThese features (Campaigns & Triggers) will be depricated TBDFAQ Where do users go to complete manual actions? Desktop App: Manual actions are located under the Conversation tab > Manual Actions Mobile App: Manual actions are located under the Conversation tab > Manual ActionsSee here

Editing Opportunities Statuses

Understanding the different opportunity statuses and how to update them empowers users to efficiently manage their sales workflow and maximize conversion ratesThis comprehensive guide will walk you through the process of updating opportunity statuses in GoHighLevel, while also covering the differences between the various statuses and how to leverage them effectivelyIn this Article Understanding Opportunity Statuses: Open Won Lost Abandoned Step-by-Step Guide: Updating Opportunity Status Step 1: Accessing the Opportunities Section Step 2: Locating the Opportunity to Update Step 3: Updating the Status Understanding Opportunity Statuses: Open: Opportunities with the "Open" status are actively being pursued and are still in progressThese opportunities represent potential deals that have not yet been won, lost, or abandoned and are still viable for conversionWon: The "Won" status indicates that the opportunity has been successfully converted into a sale or dealThis status is applied when the lead has made a purchase or signed a contract, resulting in revenue generation for the businessLost: Opportunities with the "Lost" status represent deals that have been unsuccessfully concludedThis status is applied when the lead decides not to move forward with the purchase or chooses a competitor's offeringAbandoned: The "Abandoned" status indicates that the opportunity has been neglected or disregarded, either by the lead or by the sales teamThis status is applied when there is no further action or follow-up planned for the opportunity, and it is effectively removed from active considerationStep-by-Step Guide: Updating Opportunity Status Step 1: Accessing the Opportunities Section Log in to your GoHighLevel accountNavigate to the "Opportunities" section from the sidebar menuStep 2: Locating the Opportunity to Update Once you're in the Opportunities section, locate the opportunity whose status you wish to updateYou can use search filters or browse through the list of opportunities to find the specific one you need to modifyStep 3: Updating the Status Option 1: Click on the opportunity card to open its details pageAlternatively, you can click on the "Edit" button next to the opportunity to access its detailsIn the opportunity details page, locate the status field, which typically displays the current status of the opportunityClick on the status field to open the dropdown menu and select the desired status from the available options (Open, Won, Lost, or Abandoned)Confirm the status change, and the opportunity will be updated accordingly in the sales pipelineOption 2: Drag the opportunity card to the right status which appears as soon as the card is draggedDrop it on the status which you want to update the card toThe status of the card will be updated and will reflect on the card

Mailgun Setup - Siteground Domain Setup

TABLE OF CONTENTS Step-by-step Mailgun Setup - Siteground Domain Setup To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record Step-by-step Mailgun Setup - Siteground Domain Setup 1Sign up for Mailgun.com 2Check your email inbox to verify the email address 3Login to Mailgun, Click on Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunAMain domain: If you are adding the main domain, it should not be used with Gsuite, or any other email provider Subdomain: To set up the subdomain with Mailgun, you can type ANYTHING_HERE.companyname.com Examples: mg.companyname.com replies.companyname.com support.companyname.com BPlease set up the domain or subdomain under US, not EUnot EUnot EUCClick on Add domain The next screen that you're taken to will ask you to add DNS records to your domainLeave this screen open for the next step5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsTo add the 1st TXT record To Add your first TXT record, Log in to Siteground Go to Site Tools > Domain > DNS Zone Editor In the Create New Record section Aclick on the TXT tab BName: different for everyone, DO NOT INCLUDE THE ROOT DOMAIN 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 mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ or leave empty CValue: Same for everyone paste the following record v=spf1 include:mailgun.org ~all DClick on Create To add the 2nd TXT record Click on + Add Record again Aclick on the TXT tab BName: it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT INCLUDE THE ROOT DOMAIN **Everyone's 2nd TXT record host name and value is different Examples: copy the highlighted part ONLY and paste it in the Name field Example 1 using subdomain: Copy mx._domainkey.helpdesk as the host name Example 2 using main domain: Copy mailo._domainkey as the host name CValue: Head back to Mailgun and Copy and paste the 2nd TXT record here highlighted in the screenshot below DClick on Create To add the 1st MX records Click on the MX tab > Select Add your own MX records If you have a Gsuite account to capture incoming emails for the main domainMake sure you are using a subdomain for MailgunCheck out Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? AName: Different for everyone 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 mg replies.companyname.com The host Name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BPriority is 10 which is also same for everyone no matter what domain you are trying to set CDestination: Same for everyone paste the following data mxa.mailgun.org DClick on Create To add the 2nd MX records Add another MX record again, this time Destination will be mxb.mailgun.org AName: Different for everyone 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 mg replies.companyname.com The host Name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BPriority is 10 which is also same for everyone no matter what domain you are trying to set CDestination: Same for everyone paste the following data mxb.mailgun.org DClick on Create To add the CNAME record AClick on the CNAME tab BName: Different for everyone Head back to Mailgun to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain 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 If you are setting up a main domain like companyname.com, the host name will be email CResolves to: Same for everyone paste the following data mailgun.org DClick on Create Now that you have added 5 records, Go back to Mailgun and click on Verify DNS Settings Click the same button to Verify DNS Settings again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can grab the Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Then we could send a test email to see if everything works! Click here to learn How to send a test email in the Conversation

Unread VS Read - Must Manually Mark as Read

How to mark the Conversation as read: 1. Click Mark as Read 2. Reply to the conversation manually 3. Use workflow action to edit conversation 4. Toggle on Auto Mark as Read in the workflow settings

Google Calendar Writer Access Error

This tutorial will show you to connect your Google calendar to your HighLevel calendar if you are receiving the following error: You need to have writer access to sync appointments to the selected Google Calendar. Please check with the Google Calendar owner in case syncing is required. For Group Calendar: For Unassigned Calendar: For Group Calendar: For Unassigned Calendar: Step 1: The owner of the Google calendar needs to be logged into Google and go to calendar.google.com Step 2: Hover over the desired calendar then click the three-dot icon and select "Settings And Sharing" Step 3: Scroll down to "Share with specific people" > Click "Add People" and add the email address of the Google Account that is synced in HighLevel > set the Permissions to "Make changes to events" > click Send to save The Google calendar should now be in sync with HighLevel

Admin Vs. User Permissions

The following is a table outlining permissions of sub-account level roles. Sub-Account Level User Roles Admins can change the role of a particular user by going to Settings > My Staff > Edit (pencil icon) > Scroll to and expand "User Roles"

HIPAA Compliance With HighLevel

Covered in this article: What is HIPAA? HIPAA Title II HighLevel Compliance Security How to become HIPAA compliant How to view and download the document Can I transfer a HIPAA-compliant sub-account to my agency? HIPAA compliance is a paid upgradeHighLevel accounts are NOT HIPAA compliant by defaultTo enable HIPAA compliance for your account, visit your Agency dashboard, click Services, select HIPAA Compliance, then follow the signup instructionsOnce HIPAA is purchased and enabled, it applies to all location accounts within your account and cannot be deactivatedWhat is HIPAA? HIPAA stands for the Health Insurance Portability And Accountability Act of 1996, which is a United States legislation that provides data privacy and security provisions for safeguarding medical informationThe act, which was signed into law by President Bill Clinton on Aug21, 1996, contains five sections, or titles: Title I: HIPAA Health Insurance Reform Title II: HIPAA Administrative Simplification Title III: HIPAA Tax-Related Health Provisions Title IV: Application and Enforcement of Group Health Plan Requirements Title V: Revenue Offsets In the context of online marketing, adhering to HIPAA Title II is what most people mean when they refer to HIPAA complianceHIPAA Title II Also known as the Administrative Simplification provisions, Title II includes the following HIPAA compliance requirements: National Provider Identifier StandardEach healthcare entity, including individuals, employers, health plans and healthcare providers, must have a unique 10-digit national provider identifier number, or NPITransactions and Code Set StandardHealthcare organizations must follow a standardized mechanism for electronic data interchange (EDI) in order to submit and process insurance claimsHIPAA Privacy RuleOfficially known as the Standards for Privacy of Individually Identifiable Health Information, this rule establishes national standards to protect patient health informationHIPAA Security RuleThe Security Standards for the Protection of Electronic Protected Health Information sets standards for patient data securityHIPAA Enforcement RuleThis rule establishes guidelines for investigations into HIPAA compliance violationsThe two requirements that apply to the relationship between HighLevel, a customer Agency, and the agency's client (the Practice) are the HIPAA Privacy Rule and the HIPAA Security RuleThe details of each of these rules can be found here: HIPAA Privacy Rule HIPAA Security Rule HighLevel Compliance In the relationship between HighLevel, a customer Agency, and the agency's client (the Practice); the Practice is considered "the HIPAA-covered entity" and HighLevel and the Agency are considered "HIPAA Business Associates"HighLevel has worked with The Compliancy Group consultancy to ensure that we are in full compliance with the HIPAA Privacy Rule and the HIPAA Security Rule so that we can enter into HIPAA Business Associate Agreements (BAA) with our customer AgenciesIn order for the personal health record data of your client Practice's patients to be completely protected, however; your Agency must also be in full compliance with HIPAA Title II so that you can provide your client Practice with a HIPAA Business Associate Agreement as wellPlease reach out to us if you would like the contact information of The Compliancy Group which can help you ensure that your Agency is fully compliantSecurity Our database automatically encrypts all data before it is written to diskNo setup or configuration is required and no need to modify how you access the serviceThe data is automatically and transparently decrypted when read by an authorized userWith server-side encryption, Google manages the cryptographic keys on your behalf using the same hardened key management systems that we use for our encrypted data, including strict key access controls and auditingEach database object's data and metadata are encrypted under the 256-bit Advanced Encryption Standard, and each encryption key is itself encrypted with a regularly rotated set of master keysHow to become HIPAA compliant - Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can subscribe HIPAA compliance- Agency can subscribe at $297/month 1In the agency account navigate to settings -> compliance 2Select your desired monthly or yearly plan and proceed to payment by clicking the 'Buy Now' button, thereby finalizing your subscription3Once the subscription is completed, you sign the document inside the AppHow to view and download the document1In the agency account navigate to settings -> complianceclick the view details pageFor users who subscribed to HIPAA after November 15, 2023, access to view and download documentation is available directly within the appFor users who subscribed before this date, kindly reach out to us for assistance in obtaining the necessary documentsCan I transfer a HIPAA-compliant sub-account to my agency? Yes, if both Agencies are HIPAA compliant, we can transfer one sub-account to another agency

Email Signatures

Follow the steps below to create Email Signatures for users: Click on Settings Click on My Staff Click on Edit for the user you want to update the user signature for Expand User Info Scroll to the Email signature section You can also insert the code here You can ask the user to log in and go to the Profile tab to edit the Email signature Click save Follow the steps below to automatically append the email signature to email event templates Click Marketing Click Campaigns Click the name of a campaign to open up the campaign (or create a new campaign if you don't already have one) Click Campaign Configurations Use the drop down in the Users field to assign user(s) to the campaign Click Save Click Edit on an email event within the campaign (or add an email event) Within the email template click Custom Values -> User -> SignatureMake sure the code given is at the bottom of the email template (where you would expect to see an email signature) Click Save Make sure the campaign is Published if you want to be able to add contacts to it (top right drop down within the campaign) Done! Now all of the contacts that get put into this campaign will be assigned to the user(s) assigned to the campaign and will receive the email signature within the email event pertaining to the user they were assignedClick here to learn more about Round Robin Campaigns FAQ: Why is the user signature blank when I send a manual email in the conversation tab? If email signatures are not working, make sure that you are logged in as the user with the signatureIf you are logged in as an agency trying to send an email on behalf of the user, the user signature will not workHowever, the workaround is to send the email through the workflow/campaign instead of sending them manuallyYou can use the other methods listed here aside from the conversation manual way: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48001208887-how-to-send-a-test-email-in-the-conversation

Element Duplication Efficiency (Global Templates)

Clone elements within your funnel to save time Edit: You can now use the Global and Template sections to save more time & effort and have the changes reflect across all pages in one click. Learn more about Global Sections by going to https://help.gohighlevel.com/support/discussions/topics/48000559842

Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)

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

Import and or Cloning Funnels & Websites

There are 2 ways to move funnels and websites within the system 1Importing Funnels & or Websites Via Share link 2Cloning Funnels & or Websites Cloning the whole funnel/ Website to another location(s): Cloning a step or page in the funnel to another location(s) Troubleshooting Q1: How do I convert a funnel into a website or vice versa? Q2: What happens if my link doesn't work? Q3: Can I resell these templates to my customers? Q4: Who do I contact if I need some changes made? Q5: Will you be offering snapshots, workflows in the near future? Importing Funnels & or Websites Via Share link Step 1: Make sure you are logged into your agency before clicking the share linkStep 2: Open a new tab, and "click" or "copy and paste" the link it into your browser Step 3: Select the locations you wish to add this template to(Up to 3 locations) Please Note Importing may take a few mins to completePlease give it a few secs before refreshing your pageWhen importing funnels or websites please note that Forms, Surveys or any lead capture will NOT be transferred and will need to be setupCloning Funnels & or Websites Cloning the whole funnel/ Website to another location(s): Step 1: Click on the 3 dots in your funnel view and select "clone" Step 2: Give your funnel a name and select the location (up to 3 locations) Step 3: Hit "Clone Funnel" Cloning a step or page in the funnel to another location(s) Troubleshooting Q1: How do I convert a funnel into a website or vice versa? Click here for more info Q2: What happens if my link doesn't work? If the link doesn’t work upon purchase, please reach out to the Customer support teamQ3: Can I resell these templates to my customers? It will be yours to use as you see fitOnce purchased its up to you how to use itQ4: Who do I contact if I need some changes made? Upon purchase you will receive and email with the creators contact informationPlease contact the creator with any questions, concerns and or feedback that you may have Q5: Will you be offering snapshots, workflows in the near future? Currently we are only doing funnels, We will implement websites, snapshots, workflows, and ad copy (FF Ads) in the future

How to Set Up Call Tracking (Number Pool)

Number pools are a great way to track the calls driven by paid campaignsUsing number pools, you can attribute call-tracking conversations based on specific phone numbers being shown to leads that land on designated landing pages and websitesThese numbers(s) are only displayed on specific pages and are only shown to leads who take a specific course of actionThey’re also known as “call tracking codes,” but we call them “number pools.” In this article, we’ll go over how to set up number pools so you can start collecting data about your visitorsCovered in this article: How to set up number pools for call tracking How To Test Number Swapping How To Set Up Keyword Tracking To swap numbers in a button: Group ID FAQs 1Why must we set up number pools to track calls? How to set up number pools for call tracking Update: We can't enter gclid in the URL to imitate Google ads nowIt should be from the actual Google adsPlease Note: Update (July 29, 2020) For US Numbers (10-digit local numbers), you can now put the number in any one of these three formats 111-222-3333, 111.222.3333, or (111) 222-3333, and the swap script will recognize and swap the numberClick on Settings Click on Phone Numbers > Add Number PoolClick on Track visitor activity (optional) Once you pick which visitors you want to track, Click on Next: Create Pool We recommend tracking All visitorsIf you select PPC search, the number on the website will only switch when the visitors are landing from a paid adOnce you fill out all information, Click on Next: Tracking Options Choose Phone number(s) Set up Whisper Message / Call recording Click on Activate Number Once you set up the number pool, you can click on the information icon to integrate the snippet on your website: Copy the Normal Snippet 1Click on Sites > 2Pick your Funnels/Websites > 3Settings 4Paste the copied Normal snippet at the bottom of your Body Tracking code 5Click Save This will swap the number within the entire Funnels/WebsitesIf you want the number to swap on one single funnel/website page, click on Edit Page Click on Settings > Tracking Code on the top left Paste the copied Normal snippet in the Footer code and click Yes, Save Head back to our number pool setup: Click on Tracking Number 4 Numbers highlighted in the screenshotCopy the swapping Number and paste it on the Funnels/websitesIf you want to update the swapping number, you can click on the Edit icon here: Uncheck the option "same as forwarding number" and set your own swapping number: Now you can paste the swapping number on the website: Once the number pool is set up and running, you can view the keyword column under Reporting in the Call Reporting tabYour website visitors search the keywords, then they land on your website and call the tracking number, we will be able to attribute the source, and keyword in the call reporting tabAfter you scroll to the right and click the arrow down button here, you can also look at the link the contact was visitingYou can also click the contact's name to view their activities: How To Test Number Swapping Once you've added the tracking script to the Body of your webpage, you can test that the number swap is working by opening an incognito browserYou would enter the following into your incognito browser yourwebsite.com/landing-page then hit enterIf the Tracking Option All Except Direct is selected, we must link the landing page URL from another webpage instead of entering the link directly from the browser to teste.glink Apple Smiles with yourwebsite.com/landing-page How To Set Up Keyword Tracking For HighLevel to display the keyword that was searched before the call was initiated, you'll need to add the following parameter to the ad URL in Google Ads: ?keyword={keyword} So if you have a Google Ad with a url like yourwebsite.com/landingpage you would update that url to be: yourwebsite.com/landingpage/?keyword={keyword} Related: New Feature Released -- Call Tracking!! To swap numbers in a button: You can use an anchor tag and set href with the phone no and text as you wante.g<a href="tel:(972) 421-5139" class="btn btn-blue">Call Us</a> Group ID It will help to swap only one number but not each and every number from different number poolsSo it will find the best matching number pool and swap numberUse-case Example: If the user is running two adsIf the leads land on the first ad, the website will show a different number; if they land on the second ad, the website will show another different numberThen they need to change the source according to the ad and set the group using a Group IDEdit the number pool > Click on Add/Edit Group Id > Name the group Id > Click UpdateYou can click on the information icon to copy the Group snippet to integrate it in the footer of your website: FAQs 1Why must we set up number pools to track calls? We recommend setting up call tracking for all sourcesWe can determine how they arrive at your website by switching the phone number as soon as leads land from different sourcesFor example, for real live Google ads, there are &gclid parameters at the end of the landing URLThat’s how our snippet code sees them and switches the number accordingly, so once they call that tracking number, we match up with the website cookies, link them, and attribute the source to the leadsOnce the website visitors call the tracking number, we can attribute keywords in the Call reporting tabSo this column keyword will be filled out with those data: 2What is the cost/price for setting up a Number Pool? The standard phone number monthly fee and usage charges apply to a number pool just like a standard phone number within HighLevel

Voicemail For Company And For Users

How to record your own voicemail Google Record mp3 onlinePick a website and record your voicemail online: Where To Upload Voicemail Files Voicemail files (mp3 format) can be set in two different places: 1) Voicemail For Users - Sub-Account > Settings > My Staff tab > Edit User > Expand Call & Voicemail Settings > Upload mp3/wav file Learn more on how to Assign Twilio Numbers to Users If the contact is assigned to the user OR if the Twilio number is assigned to the user, when they call the Twilio number and user didn't pick up, we will play the User voicemail here 2) Voicemail For The Business - Sub-Account > Settings > Business Profile tab > Scroll down to Call & Voicemail Settings > Upload mp3/wav file When the contact calls the Twilio number that's not assigned to any users, and if the contact is also not assigned to any users, we will play the Voicemail For The Business if no one picks upHow does it work? When contact calls the Twilio number, we will ring the forwarding number for 10 seconds based on the call timeout set, after 10 seconds, if no one picks up, the contact will hear the voicemail recordingMake sure Call Recording is enabled: Click on Reporting > Call Reporting > Scroll to the right and click on the arrow down button to expand each call You can also click on the contact name to listen to the recordings in the Conversation pageWhere To Control Timeout Settings To replace the original voicemail of the forwarding number, you'll need to set a "Timeout" number, otherwise, the call will ring by default for 60 seconds, during which time the original voicemail of the forwarding number will usually trigger and we will not be able to replace it with the uploaded recorded voicemailTimeout numbers can be set in three different places: 1) Sub Account > Settings > Team Management tab > Edit user > Call & Voicemail Settings 2) Sub Account > Settings > Phone Numbers > Pencil Icon for a specific phone number 3) Sub Account > Settings Company Tab Understanding Priorities For Timeout Settings: When a call comes into a Twilio number, it will ring for 60 seconds by default before looking for a voicemail to play unless a Timeout number has been setHighLevel will look for timeout number in the following order: First - is there a Timeout number in the user settings of the user this Twilio number is attached to? (option 1 above) Second - is there a Timeout number in the phone number settings of this number? (option 2 above) Third - is there Timeout number in the Company settings? (option 3 above) Other Notes: If a call comes into a Twilio number and a Timeout number is found but no voicemail files are found, the following default message will be played: "We are unable to take your call right nowPlease leave a message after the beep." Timeout numbers are not "connected" with any particular voicemail file, e.ga call comes into a Twilio number and HighLevel detects a timeout number set in the User's settings (but that user doesn’t have a voicemail file) and HighLevel finds a voicemail file in the Business Profile settings, HighLevel will play the voicemail file from the Business Profile settings after the number of seconds set in the Timeout field in the User's settingsTroubleshooting Company Voicemail not working 1Check if the Twilio number is assigned to the user, and make sure the user has uploaded a voicemail file2Check if there's any forwarding number / Business phone configured, we will need to forward the call somewhere in order to drop/play the uploaded voicemail- One way might be to get a Google voice number and put it in the forwarding numberSet the incoming call timeout to 1 second so it will drop the call faster in 2-3 ringsThe call timeout will need to be at least 1 second to attempt to connect the callThe idea is to drop/time out the call before the forwarding number's original voicemail is played- Or you can assign the Twilio number to a user and receive Inbound Calling on Mobile APP3Check the call timeout set, try setting the Inbound call timeout to 1 second The maximum Incoming Call Timeout should be less than 20 secondsIf the call timeout is set to be more than 20 seconds, we won't be able to replace the original voicemail as usually the original voicemail of the forwarding number will be playing by the timeIf it's already set to 20 seconds but it's still playing the forwarding number's original voicemail instead of the voicemail you uploaded, try setting the call timeout to 1 second and try calling again to see if it worksIf it works, you can gradually increase the call timeout (10 seconds, 15 seconds) to test further so it will call the forwarding number for a longer time and still be able to play the uploaded voicemail4Check if we call the forwarding number directly, does the call go to a voicemail as soon as you call it? If the forwarding number is in Do Not Disturb mode or if the number is configured to go directly to a pre-set voicemailIn that case, we won't be able to replace that voicemail because the forwarding number's original voicemail just plays immediatelyThe key is to figure out how soon your own voicemail will play and set the call timeout to drop the call before your voicemail answersIf your voicemail answers right away during Do Not Disturb mode, then we won't be able to replace the original voicemailIf you are using a Google voice number or landline, they might have their own call settings so we are not able to overwrite their configured voicemailYou may have to turn off the announce feature in Google VoiceThat may pick up as a voicemail and we are not able to overwrite its original voicemail5Check if the uploaded Voicemail file is too high quality If the voicemail file quality is high and also not an mp3 file, these instructions should help you make it compatible 1go to https://online-audio-converter.com/ and upload the voicemail file 2Convert to ECONOMY 64kbps MP3 3Upload it and call the Twilio number to test again

How to Set Up a Whitelabel Domain for the Desktop Web App

Why do I need to whitelabel the desktop web app? By whitelabeling your desktop web app, your customers will be using your domain when logging in and using the appFor example, instead of "app.gohighlevel.com" they would use "app.myawesomedomain.com" To get started, you'll just need to complete four easy steps: Create a CNAME in your DNS records (typically at your domain provider) pointing to whitelabel.ludicrous.cloud for example at GoDaddy it might look like this: (the Host field is the prefix you'd like to use before your domainIt can be anything, but in this example, it is "app," meaning "app.myawesomedomain.com" would point to the HighLevel serversLog into your HighLevel Agency account and enter the subdomain as configured in the previous stepGo to the "Agency View" in the sub-account chooser at the top of the side navigation bar > "Settings" > "Company" > "Whitelabel Domain"Scroll down and click the "Update Company" button to saveNOTE: If you previously set up your white-label domain and you want to update it to run on whitelabel.ludicrous.cloud, you'll need to first clear the Whitelabel Domain field, click Update Company to save, then re-enter your sub-domain into the Whitelabel Domain field and save againUpload your agency logoWithin the "Agency View," go to "Settings" > "Agency Settings" > "Company Logo" Update your agency Terms & ConditionsWithin the "Agency View," go to "Settings" > "Agency Settings" > "Terms & Conditions URL" Include the full URL to your Terms & Conditions page, which should look something like this: https://myawesomedomain.com/terms Once your DNS record propagates (typically within a few minutes at most), you can access your new domain, for example: "https://app.myawesomedomain.com" and you will see your login screen, logo and terms & conditionsCongrats you're done!