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<s>[INST] Stripe Troubleshooting | Why is my Stripe Plan not shown in the Funnel Products? [/INST] Stripe products will not be shown in funnel directly. Please add the products in the settings > payments section first. And then, the products should show in the funnels as well. Payment feature announcement video: https://help.gohighlevel.com/support/discussions/topics/48000562840 </s>
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<s>[INST] Steps for Agency A to Share Templates Effectively with Agency B? [/INST] More Tutorials from the Community https://youtu.be/zOm6QzaCGvY https://youtu.be/xYsowxyBtsE https://youtu.be/jYM-RkapZdA We're delighted to unveil a major upgrade to our Template Library, enabling Agencies to effortlessly share templates with one another. This enhancement is crafted to simplify collaboration, foster creativity, and promote the exchange of best practices within our user community. How Agency A Can Share a Template with Agency B? Access Template Library: Navigate to the Template Library in the Admin view. Choose Template to Share: Select the desired template. Generate Shareable Link: Click on the "Share" option to create a unique link associated with the selected template. Edit Access Settings: Tailor access settings as needed. Share the Link: Copy the generated link and securely share it with Agency B via email, messaging, or any preferred channel. How Agency B Can Import the Template? Receive Shareable Link: Agency B will receive the shared link. Direct Import: Use the URL directly and accept the template import. Click on Import Template to add it to your library Security Note: Please update access settings via the Share option to keep your templates secure. Exercise caution when sharing the link to control who can access it. Important Note: Only Agency Admins can create shareable links. </s>
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<s>[INST] Service Calendars - Automotive Detailing [/INST] Recognizing the significance of Service Calendars becomes imperative when dealing with a range of services that necessitate diverse availabilities and resourcesFor Auto-detailing businesses offering different services, creating Service Calendars ensures effective scheduling and resource allocationLet's explore the fundamental steps and the most effective techniques to set up and personalize service calendarsCovered in this article: Activating the Service Menu Creating Groups Configuring Service Calendars Adjusting Calendar Settings Adding Images and further customization Creating the Service Menus Activating the Service Menu In order to start working on creating Service Menus and Service Calendars, you need to activate it from the "Account Preferences" in Calendar SettingsOnce you've toggled the button to activate the Service Menu, scroll down and click on "Save Preferences" to save your changesA new tab named "Service Menu" will now appear right next to Calendars and GroupsCalendars >> Calendar Settings >> Preferences >> Account Preference Creating Groups The fundamental structure of a well-organized service calendar involves the creation of groupsThese groups serve as categorical containers for related services such as Dent Removal, Headlight Restoration, Ceramic Coating, and Window TintingEach group acts as an organizational unit, enhancing clarity and coherenceCalendars >> Calendar Settings >> Groups >> Create Group Add the Group Name, Group Description, and Group URL or unique SLUG, then click the blue Create buttonConfiguring Service Calendars Once the foundational group/s is established, the subsequent step is the creation of individual Service CalendarsThis process outlines the setup of a new service calendar using Dent Removal as an exampleThe procedure includes Naming the calendar, selecting staff members, assigning a URL, and defining the service durationAdvanced settings, encompassing descriptions and group allocations, offer nuanced customization to adapt to specific business requirementsPlease Note: The Service Calendar will only be available upon activating the Service Menu under Account Preferences in Calendar Settings.(See first step) Add the name of the service (ex., Dent Removal, Wheel Restoration, etc.), then Select a Staff Member that is assigned to that particular serviceAdd the Custom URL or unique SLUG then choose the duration of the service from the dropdownOnce done, click the blue Confirm buttonPlease Note: Staff members can be added by going to Settings >> My Staff >> Add EmployeeThis should be done first as the calendar won't allow you to save or press the blue confirm button unless you choose a staff member from the dropdown optionAdjusting Calendar Settings Advanced settings are explored further, encompassing detailed adjustments such as adding descriptions, allocating calendars to specific groups, and customizing appointment titlesThis level of customization allows businesses to tailor their service calendars to suit their unique needs, ensuring seamless integration with existing workflowsYou can edit the Service Calendar you created by clicking on the three dots next to it and by choosing Edit from the optionsAdding Images and further customization Images are included within service calendars to elevate the user experienceThis step involves uploading visually relevant images for each service, providing clients with a visually appealing representationAdditional customization options, including enabling rescheduling and canceling, contribute to creating a polished and user-friendly service calendarCreating the Service Menus The final phase involves the creation of service menus that showcase selected service calendarsThis section underscores the significance of arranging services within the menu12345Now, when you give your customers the link to your Service Menu, it should look like thisMastery of service calendars within High Level is crucial for businesses offering a diverse range of servicesThis detailed guide ensures that users can adeptly create, customize, and present their Service Calendars, providing a streamlined experience for both businesses and clientsArmed with this knowledge, businesses can optimize their scheduling processes and elevate customer satisfaction </s>
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<s>[INST] Company Object Automation [/INST] The Company Object Automation settings give users the ability to repurpose business details fields for the companyThe migration will help users transfer field data, create new companies & map respective contacts under them seamlesslyCovered in this Article: How to use the Company Object Automation? Different Situations to consider Limitations and Expected Behavior How to use the Company Object Automation? To access the Company Object Automation please head to sub account Settings> CompanyTab: Once in the desired window, if you check mark Create & Associate companies with contacts, You will be prompted to begin the process through which all contacts that have a Business Name written in the Business Name field will be added to Companies that have that business namePlease Note The business name ignores case sensitivityE.g If a contact has a business name “Burger King” and another contact has “burger king”, one company will be created for Burger King, instead of twoThe business name doesn’t ignore spaces in the business nameE.g If a contact has the business name “BurgerKing” and another contact has “burger king”, two companies will be created for both business namesThe system cannot identify Two differently spelled Business Names as belonging to one companyE.g A contact with the Business Name: 'Ice Cream Sunday" will not be added to the same company as another contact with the business name: "Ice Cream Sundae" Even one alphabet being different would lead to a separate company being created for the contactUpon check marking the Create & Associate companies with contacts check box, you will have the option to save this changeA prompt will ask you whether you would like to proceed with this: Upon clicking Yes, All contacts that have their Business Name field filled out in the General Info Section of their contact page will be added to a Company with the same name as the Business NameIf a company of that name does not exist, one will be created for themYou will see a confirmation message if the process successfully starts: The Business Name field is the Unique Identifier in this regardCase Sensitivity is not an issue but Spacing and Spelling are deciding factorsThe following fields if filled out for the contact in the General Info tab would also be automatically mapped into the Company that gets created: Street address City Country State Postal code Website Street Address and Website have been purposefully left blank for the sake of this example: Different Situations to consider: If the business name is unique and present in a single contactA new company will be created with the business name value present in the contactAnd the contact will be associated with the companyIf the business name and its details are similar in multiple contactsA new company will be created with the business name valueAll contacts will get associated with the newly created companyIf the business name is the same in multiple contacts but its details vary between contactsA new company will be created with the business name valueAll contacts will get associated with the newly created company.The below details will be considered for the latest contact createdStreet address City Country State Postal code Website Limitations and Expected Behavior: The setting feature is only available for admin users (agency & sub-account)Team members with the User Role will not have the ability to begin the migration processPlease Note: Users with User Role will still see the setting, they just would not be able to do anything to itOnce the automation settings are turned on, it will migrate all the existing contacts with business nameOnce the migration is completed, it will automatically sync new contacts with business name field valueIf a contact has a company associated with it already, it will not be migrated to a different company even if the Business Name is different at the time when the process is startedThe migration for existing contacts can only happen if the contact doesn’t have any association with a companyPlease Note: Changing the Business Name for contacts already added to a Company will have no impact on the AutomationIf the automation settings are turned off, the auto sync or the migration will stopUpon turning on the migration or auto sync will beginThe following Audit logs for all the activities are present for this featureWho is the User who initiated the settings optionWhich Contact got updated with company associationCompany creationCompany updateIf the settings are turned off in between existing contact migration and restarted, it will start the migration process from where it stopped and complete for the remaining contactsThe feature is applicable for contacts added by bulk import, public API, forms, etcIt will live sync between business name and companyPlease Note: The CSV file being imported must have a column with the Column Header "Business Name", and the respective Business Names must be filled out for contacts for the contacts to get added into a company upon being imported into the CRM(Provided that the Company Object Automation is enabled)If you make any errors during the import and the wrong Company gets associated to the contacts with misspelled Business Name or spacing in the Business Name that does not match the Business Name for the Company, then you will need to delete the contacts that have the issue and re-import the CSV with the correct Business Name.(Any data lost due to the deletion will not be recovered because the contact is not being restored, a new version of the contact is being created) This process doesn’t have backward compatibilityOnce a company is created based on the business name, any change in the company name or its details doesn’t reflect back on the Business Name field and other synced fields in the contact's General InfoThis doesn’t support business name update functionalityWhich means once a company is created using business name, any update in business name will not affect the company attributes or its relation with the contactPlease Note: The Company Object automation only serves to associate existing or new contacts, THAT ARE NOT LINKED TO A COMPANY ALREADY, with Companies that share the same Business NameIf no such company exists then a company with that Business Name will be created </s>
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<s>[INST] Agency-Level Marketplace Apps Installation [/INST] The HighLevel App Marketplace is a hub where you can seamlessly search for and integrate crucial apps into your HighLevel accountAssuring quality and functionality, every app is scrutinized by HighLevel’s expert developersOnly users with agency owner or admin privileges can integrate these apps into their HighLevel accountsTABLE OF CONTENTS How to Find an App Reviewing App Details Installing & Uninstalling Apps Install a Free App: Distribution Type - Agency Install a Paid App: Distribution Type - Agency App Distribution Types Install a Free App: Distribution Type - Agency & Subaccount Install a Paid App: Distribution Type - Agency & Subaccount How to Uninstall an App How to Find an App In your HighLevel account, click on the App Marketplace option in the left menu barUse the search bar to input the app name or browse through the listTo streamline your results, utilize the left sidebar menu to filter results by categoryClick on an app that catches your interest to view in-depth details about itReviewing App Details On the selected app’s listing page, you’ll encounter the following details: App Name Tagline Comprehensive App Description Vivid App Images App Category Version of the App Name of the App Provider Distribution Type App pricing: Free or paidIf paid, it's pricing information and plans supportedFeatures or Plugins Included: These can range from custom conversation providers to workflow actionsPermission Details: Delve deep into this section to understand the extent of access the app will have post-installationResources: Contains links to the app provider’s websiteNote that third-party apps are supported by their respective providers, whereas apps designed by HighLevel receive support directly from HighLevelInstalling & Uninstalling Apps Install a Free App: Distribution Type - Agency Apps with this tag are exclusively for agency-level installation, meaning subaccounts cannot install themOn the app listing page, click Install App in the top-right cornerRevisit the app's information and, if content, click ‘Allow & Install’Follow the subsequent steps in the provider’s connection flowThis might involve logging into the app account and granting necessary permissionsIf you see ‘uninstall’ instead of the Install App button, it means the app is already integrated with your accountInstall a Paid App: Distribution Type - Agency Certain apps can be paid in natureDepending upon the payment preference selected by the app provider (within the HighLevel platform or External payment page), the payment will be processed during the installation processOn the app details page, click Install in the top-right cornerRevisit the app's information and pricing details, if content, click ‘Allow & Install’Select the plan you wish to proceed with and click on 'Confirm' On confirming, the app amount you opted for will be charged on your card on file and the installation will be successfulIf the app payment needs to be done outside the platform, on clicking 'Allow & Install' during the installation process, you will be redirected to the app provider's pricing and payment pageSelect the pricing type and complete the paymentOn successful payment, you will be redirected to App Marketplace with the app being in 'Installed' stateApp Distribution Types Agency: Apps with this tag are exclusively for agency-level installation, meaning subaccounts cannot install themAgency & Subaccount: Such apps are installable at both agency and subaccount levelsInstallation and uninstallation actions for this distribution type must begin at the agency levelDuring installation, specify which or all sub-accounts you wish to introduce the app toBy default, it will be integrated at the agency levelInstall a Free App: Distribution Type - Agency & Subaccount Such apps are installable at both agency and subaccount levelsInstallation and uninstallation actions for this distribution type must begin at the agency levelDuring installation, specify which or all sub-accounts you wish to introduce the app toBy default, it will be integrated at the agency levelOn clicking install, select all or specific sub-accounts to install the appFollow the installation process and complete itOn successful completion the app will be installed in the sub-accounts selectedSub-accounts can view these apps under the 'Installed tab' in sub-account level app marketplaceInstall a Paid App: Distribution Type - Agency & Subaccount If the app's payment preference is set to collect payment within the HighLevel platform, then upon selecting subaccounts and installing, the app amount will be charged to each subaccount's card on fileIf selected sub-accounts have a card linked to their account, payment will be processed using that cardHowever, apps cannot be installed on sub-accounts without a card on fileIn such cases, you can notify these sub-accounts and request that they update their card detailsAfterward, you can retry the installation process for these previously ineligible sub-accountsNote: If you select 10 sub-accounts for app installation and only 5 of them have a card linked, the installation will proceed only for those 5 eligible sub-accounts with cards on fileThe remaining 5 without card details will be skippedOnce these sub-accounts provide their card information, you can proceed to install the app for themHow to Uninstall an App Click on the App Marketplace optionNavigate to ‘Installed Apps’Choose the app you wish to disconnectClick ‘Uninstall’ located in the top-right cornerFor apps labeled as “agency & subaccount”, specify the uninstallation level: either selected subaccounts or the agency levelConfirm the action in the dialog box by selecting Uninstall </s>
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<s>[INST] How to use the Date/Time Formatter Workflow Action? [/INST] The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflowsThis feature enables easy conversion of date formats for compatibility with different applications, database storage, or communication channels like email, SMS, or SlackIt also facilitates the comparison of dates to calculate the difference in days, simplifying date-related calculations and decision-makingCovered in this Article What is the Date/Time Formatter Workflow Action? What are some excellent usage cases, and whom is this feature useful for? What are the benefits of this feature? How to use the Date/Time Formatter Workflow Action? Format Date Field Selection: From Format: To Format: Output: Format Date/Time Field Selection: From Format: To Format: Output: Compare Dates Start Date Selection: Start Date Format: End Date Selection: End Date Format: Output: Points to remember: What is the Date/Time Formatter Workflow Action? The Date/Time Formatter action is a simple tool that helps you work with dates and times in your automated tasksHere are the three main features and their steps: Changing the appearance of dates: aPick a date you want to changebThe tool will figure out the date format for youcChoose a new format from a listdThe tool changes the date to the new formatChanging the appearance of dates and times: aPick a date and time you want to changebThe tool will figure out the date and time format for youcChoose a new format from a listdThe tool changes the date and time to the new formatComparing two dates to see their difference: aPick a start date and an end datebThe tool will figure out the date formats for youcThe tool calculates the difference in days between the two datesWith these features, you can easily change how dates and times look or compare two dates, making it simple to share or save information in the correct formatWhat are some excellent usage cases, and whom is this feature useful for? The Date/Time Formatter action is helpful in various scenarios and for users who need to manage and manipulate date and time dataHere are some usage cases: Event organizers: Format event start and end dates and times received from different sources to maintain consistency and make the data more readableMarketing teams: Use formatted date and time information in email campaigns, SMS, or Slack messages for personalized and time-sensitive communicationSales teams: Compare the current date with invoice due dates to send automated reminders to clients with upcoming or overdue paymentsCustomer support teams: Reformat date and time data received via inbound webhook triggers to create support tickets or update CRM systemsProject managers: Compare project start dates and deadlines to calculate the time remaining and send notifications to team membersData analysts: Store consistently formatted date and time data in spreadsheets or databases, making analyzing and generating reports easierSoftware developers: Integrate formatted date and time data from various sources in their applications, ensuring compatibility and smooth data processingE-commerce businesses: Reformat order and delivery date information for better tracking and customer communicationWhat are the benefits of this feature? The Date/Time Formatter action offers several benefits for users who need to work with date and time data in their workflows: Consistency: Ensures date and time data is formatted uniformly across different platforms and applications, improving readability and reducing confusionCompatibility: Facilitates seamless data exchange and integration between various tools and systems by converting date and time formats as neededTime-saving: Automates date and time formatting tasks, reducing manual effort and errors, and allowing users to focus on more critical tasksPersonalization: Enhances communication effectiveness by enabling the use of formatted date and time data in personalized messages, emails, or notificationsDecision-making: Simplifies date comparisons and calculations, supporting informed decision-making in time-sensitive operationsFlexibility: Offers a wide range of format options to cater to specific requirements or preferences, making it adaptable to various use casesImproved data management: Streamlines the storage and analysis of date and time data by ensuring consistency in databases or spreadsheetsHow to use the Date/Time Formatter Workflow Action? With the Date/Time Formatter action, you can reformat the Date or Date and Time as requiredYou can also compare dates using the actionFormat Date Format Date and Time Compare Dates Format Date The Format Date function is a crucial feature of the Date/Time Formatter action, specifically designed to convert date structures from one format to anotherHere's a more detailed breakdown of the Format Date function: Field Selection: Choose the date field you want to reformatYou can select various sources such as a Specific Date, Current Date, Contact's date fields, date type custom fields, Appointment start/end date, Custom values, or even from an Inbound Webhook TriggerPlease Note: Currently, Contact Custom fields do not support the Date Time structureFrom Format: If you select a system field like Specific Date, Current Date, Contact's date type standard or custom fields, or Appointment start/end date, the tool will auto-detect the format and preselect itYou must manually select the matching format if you choose a Custom Value or an Inbound Webhook TriggerTo Format: Select the desired format for the output date from the list of available formatsThis is the format the original date will be converted toOutput: Once you've set up the Format Date function, you can use the result in subsequent actions within your workflowThe output can be accessed using the dynamic variable: {{datetime_formatter.1.date}} Format Date/Time The Format Date and Time function is an essential feature of the Date/Time Formatter action, designed to convert date and time structures from one format to anotherHere's a more detailed explanation of the Format Date and Time function: Field Selection: Choose the date and time field you want to reformatYou can select various sources such as a Specific Date and Time, Current Date and Time, Appointment start/end date and time, Custom values, or even from an Inbound Webhook TriggerNote that Contact Custom fields do not currently support Date Time structuresPlease Note: Currently, Contact Custom fields do not support the Date Time structureFrom Format: The tool will auto-detect the format and preselect if you select a system field like Specific Date and Time, Current Date and Time, or Appointment start/end date and timeYou must manually select the matching format if you choose a Custom Value or an Inbound Webhook TriggerTo Format: Select the desired output date and time format from the list of available formatsThis is the format the original date and time will be converted toOutput: Once you've set up the Format Date and Time function, you can use the result in subsequent actions within your workflowThe output can be accessed using the dynamic variable: {{datetime_formatter.1.datetime}} Compare Dates The Compare Dates function is a valuable feature of the Date/Time Formatter action that allows users to compare two dates and obtain the difference in daysHere's a detailed overview of the Compare Dates function: Start Date Selection: Choose the start date from various sources such as a Specific Date, Current Date, Contact's date fields, date type custom fields, Appointment start/end date, Custom values, or an Inbound Webhook TriggerStart Date Format: If you select a system field like Specific Date, Current Date, Contact's date type standard or custom fields, or Appointment start/end date, the tool will auto-detect the format and preselect itYou must manually select the matching format if you choose a Custom Value or an Inbound Webhook TriggerEnd Date Selection: Choose the end date from the same sources as the start date (Specific Date, Current Date, Contact's date fields, date type custom fields, Appointment start/end date, Custom values, or from an Inbound Webhook Trigger)End Date Format: Like the start date format, the tool will auto-detect the format and preselect it if you choose a system fieldYou must manually select the matching format for Custom Value or Inbound Webhook TriggerOutput: After setting up the Compare Dates function, you can use the result in subsequent actions within your workflowThe output, representing the difference in days, can be accessed using the dynamic variable: {{datetime_formatter.1.days}} Please Note: The difference is calculated as End Date - Start DateYou will get a negative value if the Start Date exceeds the End DateThe Compare Dates function is beneficial for users who need to perform date comparisons for various purposes, such as calculating due dates, determining the duration between events, or making decisions based on the time difference between two datesPoints to remember: Format the Inbound Webhook Trigger data to Set Event Start Date, to update Contact Custom Fields, and to compare in If/Else ConditionLet's say the date format is MM/DD/YYYY, but you need to send it to an app that formats dates as DD/MM/YYYY; you can use the Date/Time Formater to change the date format and send it via Custom WebhookStore the custom formatted date time info in Google Sheets Use the custom formatted date time info in Email/SMS/Slack Compare the Current date(Start Date) with the Invoice Due date(End Date) and use the dynamic value in Email/SMS/Slack, Eg: Your Invoice is due in {{datetime_formatter.1.days}} days, Note: On overdue, that is when Current Date(Start Date) is greater than the Invoice Due Date(End Date), you will get the result in a negative value </s>
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<s>[INST] Connect Google calendar to Unassigned Calendar [/INST] Use Group calendar for checking conflicts in multiple Google calendars: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48001161037-highlevel-teams-calendar-overview Calendar sync option explained: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48000989188-calendar-sync-option-explained </s>
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<s>[INST] How to fix links in the email that do not open? [/INST] When we open the links sent from HighLevel, it's going to email.mg.yourdomain.com, which is the Mailgun subdomain you set up for the location hereIt is because we need to change the links in the email for tracking statisticsThe Cname record you added when you set up in the domain provider is essential for Mailgun to track the open and click tracking, and unsubscribedThe record for email.mg.yourdomain.com should be pointing to Mailgun.org, that's how they are able to fetch data and show the email statsIf you are seeing this error when clicking the link: This site can't be reached / says email.mg.yourdomain.com refused to connect when you have your own Mailgun domain/subdomain set up That means the CNAME record might not be set up properly1To verify that, copy the red highlighted in the image above ---> email.mg.yourdomain.com Depending on the subdomain you set up with Mailgun, For example: If you set up mg.companyname.com, You will look up the cname record for email.mg.companyname.com If you set up replies.companyname.com, You will look up the cname record for email.replies.companyname.com If you set up support.companyname.com, You will look up the cname record for email.support.companyname.com 2Go to MX toolbox or Whatsmydns to look up the Cname record: MX toolbox: Whatsmydns: 3If it says DNS records not found: alogin to your domain provider bGo to DNS records and check the CNAME record 4If it is already pointing to mailgun.org: aGo to Mailgun -> Click the Sending tab on the left -> Domain Settings bEdit the Tracking Protocol cSend the email test again from HighLevel Here's How to Enable HTTPS Tracking Links 5If the info above does not help, please get in touch with the support team of your domain provider for assistanceYou can show them we need to add these records here: 6If the domain provider verified all DNS records are good to go, please reach out to HL supportCommon issues: 1If The CNAME record includes the root domain, it will not work here: If you are using GoDaddy or Namecheap, be sure to omit the root domain from the record so it is email.mg only Host name: Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be email.mg replies.companyname.com The host name will be email.replies support.companyname.com The host name will be email.support </s>
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<s>[INST] Sharing Social Planner Content Across Sub-Accounts via a Snapshot [/INST] Reusing Social Planner content across multiple sub-accounts just got that much easier! With the power of Snapshots, you can share social calendars from within the agency settings to any sub-account. The plan is to add more features in future releases. If you have any ideas or suggestions please let us know by providing feedback within the social planner Covered in this article: How will it work in the Parent Location? How will it work in Agency Settings > Snapshot? How will it work in Child Location? How will it work in the Parent Sub-Account? The parent sub-account is the origin of the snapshot. Its the sub-account where the snapshot is derived/originated from Go to the 'Marketing' tab > 'Social Planner' Click on 'Create Post' > Select 'Upload from CSV' Select the Social (this is required for creating CSV Import) Go to the CSV list, there will be a few statutes In Progress - The system is processing the CSV data Review and Schedule - CSV data is processed; this is the step it will show in Snapshot. How will it work in Agency Settings > Snapshot? Go to 'Agency Settings' > 'Snapshot' 'Refresh the snapshot' (See guide) or 'upload the snapshot' (See guide), Once you have selected it will show in the Social Planner CSV's which are in Review and Schedule. How will it work in Child Sub-Account? The Child sub-account is the account where you would like to upload the snapshot into Go to 'Marketing' > 'Social Planner' > 'CSV (list view)' In the list view, the 'Social Planner CSV' of the parent location will show up. Go to the CSV > click on 'Select Social for scheduling the posts'. The CSV will get processed for all the selected socials. CSV will have a 'Review and Schedule' option once the CSV data is processed; Users can check the posts and import them out on Social Calendar. </s>
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<s>[INST] Agency Rolled-up Reporting [/INST] Agency Rolled-up Reporting is live for all customers on the $497 planTo activate this please head into your 'Agency settings' and click on 'Sub-Accounts' TABLE OF CONTENTS Why build Agency Rolled-up Reporting? How does it work? When should I start using it? Here are some benefits of rolled-up reporting: What's included in the 'Rolled-up Report' Let's take a look and define what each column header is, and where the data is derived from: Active user: Contact: Submission: Call: SMS: Email: Facebook: GMB: Instagram: Appointment: Review: Sentiment: Conversations: Why build Agency Rolled-up Reporting? Agency rolled-up reporting gives you a full view of all your accounts under one roofWith this report, you get a clear overview of your entire agency's performanceThe goal is to provide agency owners with data and insights that enable them to take informed decisions about their company and improve the performance of their sub-accountsHow does it work? Rolled-up reporting allows you to roll up any account into another accountFor instance, if you want to know how many leads came from Facebook Ads, you can simply roll up your Facebook Ads account into your main accountWhen should I start using it? As soon as it's accessible in labs! Knowledge is power and within that lies great opportunityRolled-up reporting allows you to compare your overall marketing and automation performance across multiple sub-accounts anytimeHere are some benefits of rolled-up reporting: You can easily spot trends and patterns in your data You can quickly analyze your performance over time You can easily track changes in your performance In conclusion, rolled-up reporting helps you to gain insights into your agency's performanceWhat's included in the 'Rolled-up Report' Let's take a look and define what each column header is, and where the data is derived from: Active user: An active user is one logged in at least once in the chosen timeframe either on the web or on a phone (both IOS and android)We will show this in this format - 79/100 where 79 is the count of active users and 100 is the count of total users in the location that were created during the chosen timeframeA user could be both a location admin or a location agent Contact: Count of contacts in that location that are created within the chosen timeframe Submission: Product forms - Count of total submissions on all forms created in the CRM within the chosen timeframe Surveys - Count of total submissions on all surveys created on the CRM within the chosen timeframe FB forms Call: Inbound calls - Count of all the calls that contact made to the location admin/user within the chosen timeframe Outbound calls - Count of all the calls the sub-account admin/user made to contactThis will not include automated callsTalk time - The summation of the total duration of calls that happened between the user and the contact SMS: Inbound SMS - Count all the SMS that contact sent to the location admin/user within the chosen timeframeOutbound SMS - Count all the SMS the sub-account admin/user sent to a contactThis will not include automated SMSEmail: Inbound emails - Count of all the emails that a contact sent to the location admin/user within the chosen timeframe Outbound emails - Count all the SMS the sub-account admin/user sent to a contactThis will not include automated emailsFacebook: Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through Facebook Outbound texts - Count all the texts the sub-account admin/user sent to a contactThis will not include automated textsGMB: Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through GMB Outbound texts - Count all the texts the sub-account admin/user sent to a contactThis will not include automated textsInstagram: Inbound texts - Count of all the texts that a contact sent to the location admin/user within the chosen timeframe through IG Outbound texts - Count all the texts the sub-account admin/user sent to a contactThis will not include automated textsAppointment: Count all the appointments that were created within the chosen timeframe irrespective of what status the appointment is inWe need the counts of created appointments only Review: Count of reviews received for that location Sentiment: Positive - Count all positive sentiments Negative - Count of all negative sentiments Conversations: Unread - Count of all unread conversations Missed - If the initial inbound message isn't responded to within 5 minutes, the conversation will be marked as a Missed ConversationThis rule is only applicable to new conversations </s>
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<s>[INST] How to create Emails using Content AI? [/INST] Writing emails with Content AI offers several benefits, including generating content faster and more efficiently, tailoring Content to specific business needs, and saving time for other tasksContent AI can generate different email contexts and variations, including promotional emails, introduction emails, coupons/discounts, recurring newsletters, testimonials, cold outreach, and content/giveawaysIt can also be used to create subject lines and variationsCovered in this Article Content AI in Emails Who is this feature going to be useful for? The benefits of using Content AI for EmailsHow to Enable Content AI? Pricing How to get started with Content AI for the Email Text block? How to get started with Content AI for button blocks? How to get started with Content AI for the subject line? Content AI in Emails Writing assistant Content AI helps generate 10X faster, more effortless, and better ContentContent AI in Emails generates outlines, introductions, specific sections, and variations for different email contexts, including promotional emails, introduction emails, coupons/discounts, recurring newsletters, testimonials, cold outreach, and content/giveawaysIt can also be used to create subject lines and variationsUsing Content AI in Emails makes creating email content faster and more efficient while allowing for tailored Content based on specific business needsWho is this feature going to be useful for? The Content AI feature in emails can be helpful for businesses of all sizes that engage in email marketingIt can benefit individuals, small businesses, and larger organizations by providing a fast and efficient way to create email contentThe feature can help companies with limited resources, allowing them to create professional-quality emails without hiring a dedicated content writer or marketing specialistThe benefits of using Content AI for EmailsFaster and more efficient content creation: Content AI can generate outlines, introductions, and specific sections for emails, which can save time and reduce the effort required to create content from scratchTailored Content: Content AI can help businesses tailor their email content to specific contexts, such as promotional emails, introduction emails, coupons/discounts, recurring newsletters, testimonials, cold outreach, and content/giveawaysVariations for A/B testing: Content AI can create variations of email content, including subject lines, which can be used for A/B testing to determine the most effective ContentUsage-based pricing: Content AI is charged with usage-based pricing per word usage, making it a cost-effective solution for businesses of all sizesUser-friendly interface: Content AI is easy to use, with a drag-and-drop interface that allows users to create emails quickly and efficientlyHow to Enable Content AI? Access the feature using the Agency Settings >> Company option to enable Content AIThen, you can enable Content AIIt is available for all the plansBusinesses can set the re-billing by going to the SaaS configurator or Going to SubAccounts > manage clients if they are on 497plan with SaaSTo enable Content AI, users can access the feature by going to their account settings and allowing itGo to the Agency Settings >Company> Enable Content AI to enable Content AIPricing Content AI is charged with a usage-based pricing per word usageThe pricing is $0.09/1000 words* Please Note: The first 500 words are FREE for each sub-accountHow to get started with Content AI for the Email Text block? Go to Marketing> Emails > Email Campaigns>Create Campaign or Edit an existing campaignPlease Note: Content AI is available in Email Templates as well as and Email CampaignsFor Email Templates, head to Marketing>Emails>Templates>New, or Edit an existing template Inside the Email Builder, You can either drag and drop a new Text Block: Or you could edit an existing Text Block: Click on the Content AI button above the text editor block: It would be best to start by Selecting the context in the Select Context dropdownIt will ask you to choose the option of contexts like: promotional email introduction email coupon/discount recurring newsletter testimonial cold outreach content/giveaway other, if the email context is not mentioned in the dropdown and you'd prefer a broader categoryYou can then add the Content TitleThen write a Content Description of up to 3 linesYou also need to Select the Writing toneAnd then finally, you would need to choose the Number of Variations you want to create before you click on GenerateOnce you click on Generate, it should generate the desired variations, which may take five to ten seconds, depending on the Number of VariationsIt will then ask you which of the Variations you want to useClick on Copy next to the one you want to use, and then click ContinueHow to get started with Content AI for button blocks? Go to Marketing> Emails > Email Campaigns>Create Campaign or Edit an existing campaignPlease Note: Content AI is available in Email Templates as well as and Email CampaignsFor Email Templates, head to Marketing>Emails>Templates>New, or Edit an existing template Drag and drop a Button Element into the Email body, then click on Content AIEnter Content Description to describe what kind of text you want to generate; choose the Number of Variations you wish to create, and then click on GenerateIt will then ask you which of the Variations you want to useClick on Copy next to the one you want to use, and then click ContinueHow to get started with Content AI for the subject line? Once the Email Campaign content is created, Content AI is available in the subject line in the send and schedule screenYou will then need to provide a Content Description, Choose the Writing tone, and the Number of Variations you want to generate, and then click GenerateIt will then ask you which of the Variations you want to useClick on Copy next to the one you want to use, and then click Continue </s>
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<s>[INST] How to add a bump offer to your order form [/INST] </s>
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<s>[INST] How do I find my Agency's Relationship Number? [/INST] When you interact with our support, services, customer success or product teams they will request your Agency's Relationship Number. This allows us to distinctly identify your agency account so we can serve you better. Your relationship number is a 7 digit number that looks like X-XXX-XXX To find your agency's Relationship Number: Go to "Agency view" (located in the sub-account switcher dropdown in the top left corner of the side navigation bar) > "Settings" > "Company" > In the Company Data section you will see the Relationship Number as shown below. Please Note: All agency accounts will have different Relationship Numbers You can also find it by clicking blue question mark in the top right corner of your screen </s>
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<s>[INST] How to get started with the Developer's Marketplace [/INST] The OAuth API for the CRM Marketplace offers developers two types of access: Location Level Access (also known as Sub-Account) and Agency Level Access (also known as Company)These access levels provide comprehensive control over location data at either the individual location or agency-wide levelWith Location Level Access, developers can perform operations specific to a sub-account, while Agency Level Access enables them to manage data across the entire agencyThis distinction ensures efficient data handling and enhanced CRM Marketplace API v2.0 interoperabilityDeveloper Support Link: https://developers.gohighlevel.com/support Always provide all the details and a loom video if you can while creating a support ticket for developersCovered in this Article Glossary of terms: What is the OAuth Flow in the Developer's Marketplace? Usage Cases: How to use the oAuth V2 to configure Webhooks for your apps? FAQ Q: What is the Developer Marketplace? Q: How do I sign up for a developer account on the Marketplace? Q: What are scopes in the context of app settings? Q: How do I generate client credentials for my app? Q: Can you explain the process of OAuth with a custom application? Q: What is the purpose of the OAuthToken Redirect URL? Q: How can I create a webhook endpoint for my application? Q: How do I assign locations/accounts to my marketplace app? Q: What is the purpose of the authorization code in the webhook connection process? Q: How can I verify the webhook connection? Q: Can I create multiple apps on the Developer Marketplace? Q: Is there a limit to the number of scopes I can add to my app? Q: How often should I update my app's profile information? Q: Can I access user data through the Developer Marketplace? Q: Can I integrate third-party services with my app on the Developer Marketplace? Glossary of terms: GoHighLevel: GoHighLevel is a comprehensive platform that offers marketing, sales, and automation tools to help businesses grow and streamline their operationsGoHighLevel Website Developer's Marketplace: The Developer's Marketplace is a platform within GoHighLevel that allows developers to build and integrate their applications and tools using the GoHighLevel APIGoHighLevel Developer Documentation API (Application Programming Interface): An API is a set of rules and protocols that allows different software applications to communicate with each otherIn the Developer's Marketplace context, the GoHighLevel API enables developers to access and interact with GoHighLevel's features and dataAccess Token: An Access Token is a credential an app uses to access protected resources for a user or accountIn the Developer's Marketplace, developers obtain an Access Token through the OAuth process, which allows their app to make authenticated API requests to GoHighLevelThe Access Token is usually included in the Authorization header of API requestsUnderstanding Access Tokens AppID - This is the unique identifier for your marketplace applicationYou can find it below the app nameConversation Provider ID - This is the unique identifier for the type of provider a user installsYou can find it under the name of the conversation provider name if you have created conversation providers for your appRefresh Token: A Refresh Token is a credential that can be used to obtain a new Access Token without requiring the user to reauthorize the appIt provides a longer-lasting authorization mechanism and helps maintain continuous access to GoHighLevel resourcesWhen an Access Token expires, the Refresh Token can be used to obtain a new oneOAuth (Open Authorization): OAuth is an industry-standard protocol that enables secure app authorization and authenticationIt allows users to grant permission to apps to access their GoHighLevel data without sharing their login credentialsOAuth involves an authorization process where users are redirected to GoHighLevel to authenticate and grant access to the appOAuth 2.0 Introduction Redirect URI: A Redirect URI is the URL that GoHighLevel will send users after authorizing the app's accessDuring the OAuth process, users are redirected to the app with an authorization code or access token appended to the Redirect URI after granting permissionOAuth 2.0 Redirect URI Authorization Code: In the OAuth process, an Authorization Code is a short-lived credential obtained after a user successfully authorizes an appThe app exchanges this code for an Access Token and Refresh TokenOAuth 2.0 Authorization Code Grant Scopes: Scopes define the specific permissions and access rights an app requires to interact with GoHighLevelWhen creating an app, developers specify the necessary scopes that align with their app's functionalitiesScopes can include reading, writing, or managing permissions for different resources within GoHighLevelOAuth 2.0 Scopes and this resource is for Gohighlevel's OAuth ScopesEndpoint: An endpoint is a specific URL or URI representing an API resource or functionalityGoHighLevel's API exposes various endpoints that developers can access to perform specific actions or retrieve specific dataRequest: A request is a communication made by an app to the GoHighLevel APIIt includes the HTTP method (e.g., GET, POST), the URL or endpoint, headers, and required parameters or dataResponse: A response is the server's reply to a request made by an appIt contains the requested data, an acknowledgment of the action performed, and an appropriate status codeStatus Code: A status code is a three-digit number returned by the server to indicate the outcome of an HTTP requestCommon status codes include 200 (OK), 400 (Bad Request), 401 (Unauthorized), and 422 (Unprocessable Entity)HTTP Status Codes Distribution Type: Distribution Type refers to how an app is distributed or made available to GoHighLevel usersIt can be either Agency or Sub AccountAgency distribution allows the app to be used by all locations within an agency account, while Sub Account distribution limits usage to specific sub-accounts or individual locationsLocation ID: Location ID is a unique identifier assigned to a specific location within a GoHighLevel accountIt is used to differentiate and manage access at the location levelCompany ID: Company ID is a unique identifier assigned to a GoHighLevel company or accountIt helps differentiate and manage access at the company levelHashed Company ID: Hashed Company ID is a deprecated identifier that used to be associated with a GoHighLevel company or accountIt is no longer in use and is being phased outLive Server: Live Server refers to the actual production environment where the app interacts with GoHighLevel's API and real user dataIt is the server where the app is deployed and accessible by usersSDK (Software Development Kit): An SDK is a set of tools, libraries, and documentation developers use to build applications for a specific platform or frameworkGoHighLevel provides an SDK that facilitates the integration of custom apps with its APIAuthorization Header: The Authorization Header is an HTTP header that includes authentication credentials in API requests, such as an Access TokenIt typically takes the form "Authorization: Bearer {access_token}"Understand the Authorization Header API Key: An API Key is a unique identifier or code provided to developers granting API accessIt serves as a form of authentication when making API requestsCallback URL: A Callback URL is where an app expects to receive callbacks or responsesIn the Developer's Marketplace context, the Callback URL is the endpoint that receives the authorization code or access token after the user grants permission during the OAuth processLearn more about Callback URLsJSON (JavaScript Object Notation): JSON is a lightweight data-interchange format that is easy for humans to read and write and for machines to parse and generateIt is commonly used for structuring data in API requests and responsesIntroduction to JSON Parameters: Parameters are additional values included in an API request to provide specific instructions or filter the desired dataParameters can be used to specify search criteria, sorting preferences, or pagination optionsUnderstanding API Parameters Pagination: Pagination is dividing a large data set into smaller, more manageable parts called pagesAPI responses often include pagination information, such as the number of items per page and the total number of pages, allowing developers to retrieve data incrementallyImplementing Pagination in APIs Rate Limiting: Rate Limiting is a mechanism APIs use to restrict client or user's requests within a specific periodIt helps maintain API performance and prevent abuseWebhooks: Webhooks are HTTP callbacks or notifications sent from one application to another when a specific event or trigger occursIn the Developer's Marketplace context, developers can configure webhooks to receive real-time updates or data from GoHighLevel, such as new leads or contact informationEvent: An Event refers to a specific occurrence or action within an application or systemIn the context of webhooks, events are triggers that prompt sending a webhook notificationRequest: A Request is an HTTP message sent from a client (such as an application) to a server (such as an API) to initiate an action or retrieve dataIt includes information such as the requested URL, method (GET, POST, etc.), headers, and optional bodyHTTP Request Methods Response: A Response is the HTTP message a server returns to a client in reply to its requestIt contains the requested data or indicates the status and outcome of the requestHTTP Response Status Codes GET: GET is an HTTP method to retrieve server dataIt is commonly used for fetching resources or information from APIsGET method in HTTP POST: POST is an HTTP method to submit data to a serverIt is typically used for creating new resources or sending data to be processed by APIsPOST method in HTTP PUT: PUT is an HTTP method to update or replace existing data on a serverIt replaces the entire resource with the new data provided in the requestPUT method in HTTP DELETE: DELETE is an HTTP method that removes or deletes a resource from a serverIt instructs the server to delete the specified resourceDELETE method in HTTP Front-End Development: Front-End Development involves building the user-facing components of a software applicationIt typically includes HTML, CSS, and JavaScript developers to create interactive and visually appealing interfacesBack-End Development: Back-End Development focuses on the server-side components of a software applicationIt involves implementing the logic, data storage, and processing necessary to support the application's functionalityWhat is the OAuth Flow in the Developer's Marketplace? The GitHub Repository mentioned in the video is accessible herePostman tool Gohighlevel Developers Marketplace Gohighlevel Developers Community The OAuth Flow in the Developer's Marketplace typically consists of the following steps: App Registration: Developers register their applications on the Developer's Marketplace, providing necessary details and defining scopesThey receive a Client ID and a Client Secret, unique identifiers for their applicationAuthorization Request: The application directs the user (usually via a browser) to the Marketplace's authorization serverThe authorization request includes the Client ID, the requested scopes, and a redirect URL, a location in the application where users will be sent after authorizationUser Consent: The user logs into the Marketplace and reviews the application's request to access specific details (as defined by the scopes)If the user agrees, they are redirected to the provided redirect URL, with an authorization code appended as a query parameterAuthorization Grant: The application receives the authorization code and verifies itThe application then makes a POST request to the authorization server, including the authorization code, Client ID, and Client SecretAccess Token Issuance: If all the submitted details are correct and the authorization code is valid, the authorization server issues an access token to the applicationThe application can now use this access token to make requests to the API on behalf of the user, limited to the scopes defined earlierAPI Call: The application includes the access token in the header when making API callsThe server allows the requested operation if the access token is valid and has the necessary scopesToken Refresh: Access tokens have a limited lifetime and must be periodically refreshed using a refresh token (if provided by the authorization server)The application requests the server with the refresh token; a new access token is issued if it's validRemember, OAuth is a delegation protocol, handy in scenarios where the application must act on users' behalf without requiring users' credentialsThe actual flow might vary slightly based on the implementation of the Marketplace, but the basic principles remain the sameUsage Cases: Managing Contacts: Use the contact management APIs to create, update, search, and delete contacts, enabling efficient customer relationship managementConversations Management: Implement the Conversations API to retrieve, update, and delete conversations, allowing for streamlined customer communicationMessage Automation: Leverage the messaging APIs to send and schedule automated email and SMS messages, enhancing customer engagement and lead nurturingForm Submissions: Implement the forms APIs to capture and manage form submissions, enabling lead generation and data collectionLink Management: Use the links API to create, update, and delete links, allowing for effective tracking and management of URL linksLocation Tagging: Utilize the location tags APIs to assign and manage tags for different locations, facilitating organized categorization and filteringCustom Field Management: Implement the custom fields APIs to create, update, and delete custom fields, enabling flexible data organization and customizationCustom Value Management: Use the custom values APIs to create, update, and delete custom values associated with contacts, enhancing data personalizationTemplate Management: Leverage the email and SMS template APIs to create, retrieve, and update templates, facilitating consistent and efficient messagingOpportunity Management: Utilize the opportunities APIs to create, update, and delete opportunities, enabling effective sales pipeline managementNote Creation: Implement the create note API to add notes to customer profiles, facilitating easy documentation and information sharingTask Management: Use the task APIs to create, update, and delete tasks, enabling efficient task tracking and workflow managementAppointment Scheduling: Leverage the appointment APIs to create and update appointments, facilitating easy scheduling and calendar managementOrder Processing: Utilize the order APIs to create, update, and manage customer orders, streamlining the order fulfillment processCustomer Management: Implement the customer APIs to create, update, and delete customer profiles, facilitating comprehensive customer relationship managementUser Management: Use the user APIs to create, update, and delete user accounts, facilitating user administration and access controlWorkflow Automation: Leverage the workflow APIs to create, update, and delete workflows, enabling automated business processes and task automationSnapshot Retrieval: Utilize the snapshot APIs to retrieve and manage snapshots of data, allowing for historical data analysis and reportingThese usage cases demonstrate how the developer marketplace's APIs can be applied in various practical scenarios to enhance productivity, automate processes, and optimize business operationsHow to use the oAuth V2 to configure Webhooks for your apps? To configure webhooks for your application, follow these steps: Step 1: Sign up for a developer account Go to https://marketplace.gohighlevel.com and sign up for a developer account if you haven't alreadyStep 2: Create an app After signing in, go to "My Apps" and click "Create App" to create a new appStep 3: Fill in the profile information Fill in all the required profile information for your appMake sure to mark the app as publicApp Name: The "App Name" refers to the name or title given to your applicationIt is a unique identifier representing your app within the developer marketplace and helps users quickly identify and distinguish it from other appsApp Type: Public, Private: The "App Type" determines the accessibility and visibility of your applicationPublic App: A public app is available for anyone to use and accessIt is listed in the developer marketplace and can be installed by users with the necessary permissionsPrivate App: A private app is restricted to a specific group or individualsIt is not publicly listed in the Marketplace and requires an invitation or authorization to access and useDistribution Type: Agency, Sub Account: The "Distribution Type" specifies how your app is distributed and made available to usersAgency Distribution: If you choose the agency distribution type, your app will be accessible to all accountsThis means that all agency members or sub-accounts can install and use the appAll Sub-Account Distribution: With the sub-account distribution type, your app is limited to a specific sub-account within your agencyOnly users belonging to that particular sub-account can install and use the appStep 4: Add scopes In the app settings, add the required scopes for your appRefer to the documentation (https://highlevel.stoplight.io/docs/integrations/6444956c5219f-scopes) to determine the necessary scopesStep 5: Generate client credentials Create a client key for your appSave the generated Client ID and Client Secret, as needed, in the next stepsStep 6: Set up the OAuth endpoint Create a GET endpoint in your application that will handle the OAuth processRefer to the documentation (https://highlevel.stoplight.io/docs/integrations/00d0c0ecaa369-get-access-token) for more details on how to obtain the access tokenTo create a GET endpoint for OAuth in your application: Choose a route for your endpoint (e.g., "/OAuth/callback/gohighlevel")Configure your application to listen for requests to this routeWhen a user authorizes your application, GoHighLevel will redirect them to your endpoint with a "code" parameterRetrieve the "code" parameter from the requestStore the code securelyMake a POST request to GoHighLevel's "/OAuth/token" endpoint with the code, client ID, client secret, grant type, and redirect URICapture the response from the POST requestExtract the access token, token type, expiration time, refresh token, and other relevant information from the responseStore the access token securely in your applicationYou can now use the access token to authenticate GoHighLevel API requestsFollowing these steps, your GET endpoint will handle the OAuth process by exchanging the code for an access token and securely storing it for future API interactionsStep 7: Configure OAuth settings Set the OAuthToken Redirect URL in your app settings to the endpoint created in the previous stepStep 8: Create a webhook endpoint Create a POST endpoint in your application to receive and process webhook eventsThis endpoint should be able to handle the JSON body of the eventStep 9: Set up webhook URL Enter the URL of your webhook endpoint in the app settingsStep 10: Assign locations/accounts to your app Sign into an agency administrator accountOpen a new browser tab and go to your app in the MarketplaceClick "+ Add App" and search for/select the desired account/location to add the webhookStep 11: Retrieve the authorization code After successfully adding the app, you will be redirected to the Marketplace App page with an updated URLCopy the query string parameter "code" from the URL (e.g., code=c40216d8574eb90abe0c884058fa9f5101085exx)Step 12: Open a new browser tab Open a new browser tab and enter the following URL: YOUR_REDIRECT_URL?code=CODE Replace YOUR_REDIRECT_URL with your app's redirect URL and CODE with the authorization code copied in the previous stepStep 13: Verify webhook connection If the response from https://services.leadconnectorhq.com/oauth/token was successful and you received the access token, the webhooks should now be connectedBy following these steps, you should be able to configure webhooks for your application and connect them to the desired accounts/locationsRefer to the documentation provided for detailed information on each stepFAQ Q: What is the Developer Marketplace? A: The Developer Marketplace is a platform provided by HighLevel where developers can create and distribute their custom applications and integrations for use with the HighLevel CRMQ: How do I sign up for a developer account on the Marketplace? A: To sign up for a developer account on Marketplace, go to the website (https://marketplace.gohighlevel.com) and click the sign-up buttonFollow the prompts to create your accountQ: What are scopes in the context of app settings? A: Scopes define the permissions and access levels your app requires to interact with the HighLevel CRMYou need to add the appropriate scopes to your app settings based on the functionalities your app needsQ: How do I generate client credentials for my app? A: In the app settings, there is an option to generate client credentialsClick on it, and you will receive a Client ID and Client Secret that you can use for authentication and authorization purposesQ: Can you explain the process of OAuth with a custom application? A: OAuth is a protocol for secure authorization between your custom application and the HighLevel CRMYou must create a GET endpoint in your application to handle the OAuth processThis endpoint will receive a code parameter, which you will use to request an access token from the HighLevel APIQ: What is the purpose of the OAuthToken Redirect URL? A: The OAuthToken Redirect URL is the endpoint in your application where the access token will be sent after the OAuth process is completed successfullyIt should be defined in your app settingsQ: How can I create a webhook endpoint for my application? A: To create a webhook endpoint, you must set up a POST endpoint in your application to receive and process JSON payloads sent by the HighLevel CRMThis endpoint will handle webhook events and trigger the necessary actions in your appQ: How do I assign locations/accounts to my marketplace app? A: You can assign locations/accounts to your marketplace app as an agency administratorOpen the app in the Marketplace, click on "+ Add App," search for the desired account/location, and select it to establish the webhook connectionQ: What is the purpose of the authorization code in the webhook connection process? A: The authorization code is a unique code generated during the webhook connection processIt is a temporary authorization token exchanged for an access token, allowing your app to interact with the HighLevel API securelyQ: How can I verify the webhook connection? A: After completing the webhook connection process and receiving the access token, you can verify the connection by testing your webhook endpointTrigger a test event in the HighLevel CRM and check if your endpoint receives and processes the event correctlyQ: Can I create multiple apps on the Developer Marketplace? A: Yes, you can create multiple apps on the Developer MarketplaceEach app can have its own unique profile, settings, and webhook configurationsQ: Is there a limit to the number of scopes I can add to my app? A: There is no specific limit to the number of scopes you can add to your appHowever, it is recommended only to include the necessary scopes that your app requires to minimize unnecessary permissions and improve securityQ: How often should I update my app's profile information? A: Keeping your app's profile information current is a good practiceIf any significant changes to your app, such as new features or improvements, update the profile to provide accurate information to potential usersQ: Can I access user data through the Developer Marketplace? A: You can access user data through the Developer Marketplace by utilizing the appropriate scopes and APIs provided by the HighLevel CRMHowever, handling user data responsibly and complying with relevant data protection regulations is essentialQ: Can I integrate third-party services with my app on the Developer Marketplace? A: Yes, you can integrate third-party services with your app on the Developer MarketplaceAs long as the integration adheres to the platform's guidelines and the necessary APIs or webhooks are available, you can enhance the functionality of your app by connecting it with external services </s>
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<s>[INST] Differences in Premium Action Visibility: Agency Users View vs Account Users View When Disabled [/INST] If LC - Premium Actions are not enabled on your agency: Agency Admin View: Account Admin/Users View: </s>
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<s>[INST] What is Email Deliverability? - A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox [/INST] What is Email Deliverability? A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox “I think my deliverability is ok…” What does that mean? Where do we see Deliverability? First, let’s make sure we’re on the same page regarding the difference between “Delivered” and “Deliverability” because they are very different! *DELIVERED* This is the stat you see in your SMTP dashboard or in your Highlevel email stats (along with opens, replies, clicks, bounces, complaints, etc.) Examples: [Mailgun Dashboard] [Highlevel Campaign] Delivery just means the email got to the recipient mail server – somewhere – could be the inbox, spam, promotions, updates – who freaking knows where it landed??? It’s also possible the mail server will choose not to hand it off to the email account, but that’s not as likely since most mail servers would prefer to outright reject the email and provide that feedback to the sender..You know..like when the postal carrier marks your package as "delivered" in their system, but it's nowhere to be found in your mailbox so you start hunting around your doorstep and asking neighbors if they got it by mistake, but it’s nowhere to be found ? (sorry..went off on a tangent there!) A good Delivery rate is 98%+ Because – what’s the alternative? The opposite of Delivered is Undelivered… meaning it didn’t get delivered AT ALLIt failed or bounced or got rejected by the receiving mail server – none of those are what we wantNOTE: Delivered is a stat MOST email marketing tools DO NOT share with you! Why? Because they’d have to answer to itInstead, they show how many people went into a campaign or automation, then skip right over Delivered and just show the Open rateFor those using Mailgun with Highlevel, every stat is visibleSo, unlike other email tools, Highlevel lets you have full visibility into your delivery rates, and direct communication with your own SMTP provider, which means the power is entirely in your hands to get the best possible results from your email marketing effortsTHIS is why I love the Highlevel/Mailgun combination so much! No other email toolset gives this much opportunity for excellent deliverability*DELIVERABILITY* Unlike Delivery, Deliverability is a stat you don’t see anywhereDeliverability = Inbox Placement… in other words your Inboxing Rate – how much of your email hits the Inbox vsother folders (like Spam or Junk or Promotions…) or not delivering at allEmail Service Providers do not provide this level of detail in their feedback loops, so we don’t actually see stats related to which folders our email is landing in - only if it was deliveredA Good Deliverability rate would obviously be ?% Although, there’s no such thing as 100% to the inbox, every time, it’s important to understand some of the factors that play into it, so we can come as close to 100% as possibleThings like: IP and domain reputation Reputation is KEY! Many, many things affect reputation, but there are 2 main categories that weigh heavily… Volume and Consistency, and the almighty Engagement (opens, clicks, replies, bounces, complaints, unsubscribes)For more information on stats, check out “What Email Deliverability Stats Should I Look For?”Individual Email Service Provider (ESP) filtering preferences Google, Yahoo!, Outlook, etc- they don’t all filter exactly the same… There are 100s of things that play into email deliverability, but none of these companies provide a whitepaper with their filtering logic Authentication Those pesky DNS records - the SPFs, DKIMs, and DMARCs of the worldAnd don’t forget your MX records… if those aren’t configured correctly that could also land you in spam or even prevent deliveryDomain age Whether it’s a root domain or a subdomain, age factors into warm-up considerationsTreat your new domain like a first date… the goal being to get a second dateWhen you show up at the door with a new domain, you have no history and no reputation, so make sure to start sending slow and don’t rush thingsA good reputation can overcome a young domain ageDomain suffix Some of them have a bad rep from the start! The most trustworthy domain suffixes are .com, .co, .net, and .org (.edu and .gov for those who can use them) There are others that work well and some that can send you directly to the spam folderSee how your domain suffix rates hereSubject line and body copy What you say, mattersOne time I took the word FREE out of a subject line, and that alone improved Deliverability by 7%! Stay away from known spammy words/phrases like “click here”, “opportunity”, “free”, “100%”, etcBlacklistings The dreaded “Black Spot”There are actually different types of blacklists and different reasons for ending up on oneSome cause huge problems, and some are just temporaryCheck to see if your domain or IP is blacklisted hereLink types, link length, number of links, link reputation Even a simple signature tool can have a dramatic effect on deliverabilityKeep in mind, having a link in your email that’s associated with a blacklist or has a bad reputation makes your email “guilty by association”, so make sure any links used inside your email are ones you trust and/or controlText to HTML ratio There’s a time and a place for “fancy” email templatesThe general rule is 60:40, leaning heavy on the text sideThe audience know/like/trust factor and previous engagement can weigh in on how much HTML you can get away withAlso, it’s important to testIt may be that the heavier HTML, even though decreasing deliverability, may still win on conversionsVolume and consistency How much you send, how fast you send it, and how often you send..All of these factors can affect your domain or IP reputation, which can then affect your deliverabilityThink of what a “spammer” would do… sends a lot, all at once, more interested in just shoving the email out than concerning themselves with nurturing the recipient relationshipDon’t be like a spammer(see Domain Age) Recipient email behavior Believe it or not, how the user interacts with their own email account factors into how your email might be directedLearning to factor recipient behavior into your deliverability strategy will take you much further than most marketersAnd many others..We don’t have control over every factor that plays into Deliverability, but it’s important to isolate the things we CAN control - even if just a little bit, and then just do everything we can to control them entirely*Look for more detailed articles on some of these factors coming soon! Need Some Help? This article touches on a handful of things that affect whether or not your email gets delivered to the Inbox, but there are 100s of things that play into deliverability, and every situation is uniqueProper setup/configuration is necessary to get you TO the inbox, but it’s the behavioral stuff that ensures you STAY thereIt’s virtually impossible to troubleshoot email deliverability issues over a Facebook post, helpdesk chat, or ticketTroubleshooting properly requires an understanding of all the factors and thorough analysis in order to properly troubleshootIf you’re struggling to get your emails to the inbox, or even if you just want to look at ways to turn your email marketing up a notch, please book a call with Krystin at Email2Inbox </s>
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<s>[INST] Web URLs and Links [/INST] This article will provide a deeper view into bot training via Web URLs and points to keep in mindIn This Article Steps to training your bot using Web URLs URL Crawling Modes 1Exact URL 2All URLs in this Domain 3All URLs with this Path Uploaded Links Table Steps to training your bot using Web URLs Go to "Bot Training" Enter an entire URL (along with Https://) and choose one of the three web crawling mode (explained below) Wait for the URLs to be fetched and crawled Select the URLs and hit "Train Bot" Each URL is trained and added to the table below with its status(Wait for all URLs to be trained before using the bot) URL Crawling Modes 1Exact URL This is the recommended option for precise trainingWith the Exact URL method, the bot will crawl the exact URL provided and train itselfSteps: Choose the option "Exact URL." Enter the URL you want to crawl and hit "Get Data." The URL is crawled and the bot is trained on it and added to the Uploaded Links Table 2All URLs in this Domain Train your bot with a broader range of information from a specific domainThe bot will crawl all the pages and links on the specified domain and provide you with the option to select which URLs to train fromSteps: Choose the option "All URLs in this domain." Enter the URL and hit "Get Data." Wait for the pages to load, and then you'll be presented with a list of available URLsChoose the pages that will be relevant to training the bot and hit "Train Bot." During page selection (Step 4 above), you'll encounter two lists: New Pages - Fresh URLs not part of the bot's current training dataSelecting them will add them to the "Uploaded Links" table once the training is completed Existing Pages - URLs already part of the bot's current training dataset and visible in the "Uploaded Links" table belowSelecting them will refresh all the URLs selected 3All URLs with this Path The bot will crawl all pages on the provided URL and allow you to select which pages to train from, based on the existence of the specified path in the page URLThe further steps are the same as "All URLs in this Domain" Uploaded Links Table All the links/URLs that the bot has been trained on are visible in the Uploaded link tableTrained URLs can be refreshed (retrains the bot on the latest information) or deleted (information will be removed from the bot's knowledge base) Each URL will have one of these 3 statuses: Getting Data - The bot is training again on this URL ie the URL's information is being refreshed Trained - The bot successfully learned from this URLThe "Last data refreshed at" is also visible which can be used to identify if a data refresh is required Failed - The bot failed to train for this URLYou can either refresh and try again or delete the URL - URLs are not instantly added to the Uploaded Links tableWait for all URLs to appear in the table before using the bot - Maintaining concise & relevant data significantly boosts the bot's performanceRegularly review & remove old URLs from Uploaded Links table for better responses </s>
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<s>[INST] Facebook Conversion Leads Walkthrough [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=vykaW92dqlc https://www.youtube.com/watch?v=t10HwNSdaSQ Facebook Conversions API aims to connect your marketing data directly with Funnels and Workflows in LeadConnector and Facebook Meta that help optimize ad targeting, decrease cost per result, and measure outcomesWith Facebook Conversion API, you can collect the people who are more likely relevant audiences for running your ads for retargetingIt is a setup for your business to upload server events for your web trafficCovered in this Article What is the difference between Funnel Events and Lead Events in Facebook Conversion API? How to set up FB CAPI (Conversions API) Lead Event? Step 1: Create an FB Pixel: Step 2: Create two FB Conversions API WorkflowsWorkflow -1 to Create/Update Opportunity Workflow -2 to send Conversion data to FB Conversion API What is the difference between Funnel Events and Lead Events in Facebook Conversion API? In LeadConnector, we support two types of Facebook Conversion APIFunnel Events - The events are sent from a web server to record the events when the user visits the page, adds products to a cart, purchase, subscribe, submit an application, and moreTo learn more about how to set up Funnel Event Pixel using FB CAPI, please read this articleLead Events - The LeadConnector CRM sends the events with how the Lead moves across the pipeline stagesFor example, a Business creates a pipeline name Lead GenerationThe leads are moving across the pipeline stages, from new leads to booked or abandoned onesWith Lead events, LeadConnector CRM sends the data to Facebook Conversion API - with CRM being the data sourceConversion Leads - Facebook conversion leads integration helps your Facebook lead ads Instant Forms optimize for the quality of leads instead of the volume of leadsWhen users submit the Instant form, their contact information is captured and synced in Highlevel's CRMThis contact information can then be used to follow up with the leads to nurture them and move them further down the sales funnelAs each Lead moves through the sales funnel, the Conversion leads integration allows the advertiser to share the lead status with Meta, which allows Meta to optimize the lead ad for increased lead-to-sales Conversionwill enable Guidelines to ensure your business is a good fit for the Conversion Leads integration: Use Facebook/Instagram Lead Ads (Instant Forms) [Facebook form field mapping inside LeadConnector is used] Ensure the 15-16 digit Meta Lead ID is mapped to your CRM Generate at least 250 leads per month Can upload data regularly at least once per day The lead stage you want to optimize for occurs within 28 days of leads being generated The lead stage you want to optimize for has a 1% - 40% conversion rateHow to set up FB CAPI (Conversions API) Lead Event? Step 1: Create an FB Pixel: Please start creating a pixel by going to your Facebook Business Manager (also called the Meta Business Suite) > Head over to the left and then the Events Manager tabEnsure you are connected to the correct Ad Account with all the required Access to that FB PageHead over to the left sidebar and then click on Connect Data Sources Choose CRM in the options that show up, and then hit ConnectPlease Note If you are looking to send a Funnel Event using Facebook CAPI from LeadConnector for funnel events, select the web option here for recording the eventsIt will show you a popup with Best Practices and a button to click NextThe Best Practices are Facebook suggestions on how to utilize this capability bestClick on Next to proceedClick on Create New Pixel or Use an existing pixel from the list for collecting the dataClick Continue when the pixel details are addedIt will take you to your FB Events Manager> Data Sources> SettingsHit Continue in front of Choose Your CRM Search for LeadConnector in the search bar, and choose LeadConnector from the dropdown: Select Use a third-party partner to connect in a few steps (no coding required), then choose LeadConnectorThen click on Go to Partner to proceedIt will ask you to grant LeadConnector permission to connect with your Facebook Conversions API, and then your CRM should be connectedPlease Note Prerequisite for Facebook CAPI - Lead Events 1In CRM, please go to Settings > Integration > Check the Facebook account is connected with admin permissionsPlease ensure that your FB Business Page, which you are an admin of and have all access to, is integrated and the correct FB lead Form is mapped in your CRM account2In Facebook From Field Mapping, the form should be mapped correctly and the status should be enabledFacebook form mapping has moved under location settings > integrations > Facebook Form Field MappingHere is a list of the supported custom fields which include multiple and single option custom fields as wellStep 2: Create two FB Conversions API WorkflowsPlease Note You need to create Two Workflows for this process to work effectivelyThe first workflow focuses on generating leads and adding them to the correct pipeline with an Create/Update Opportunity ActionOnce a lead is captured, it is important to ensure that it is properly tagged and categorized in the correct Pipeline and Stage so that it can be effectively managed and tracked as it moves through your sales funnelThe second workflow focuses on triggering events for Facebook conversion leadsThe goal of this workflow is to get fired off by a lead being moved to a specific pipeline stage and then a Facebook Conversions API workflow action pushing them to FB CAPIBy combining these two workflows, you can create a comprehensive lead generation and management system that is optimized for Facebook conversion leadsThis can help you generate more qualified leads, convert more customers, and grow your business over timeTo send a CRM event from your CRM, you need to create a workflow that does thatFor now, you can navigate away from the FB Events Manager> Data Sources> Settings (but keep it open in a tab in your browser)and head over to your CRM accountWorkflow -1 to Create/Update Opportunity Once the FB page is integrated correctly in sub-account settings, go to your Automations> Workflows >Create a new WorkflowAdd a new Workflow Trigger in your Workflow and have it get fired off by Facebook Lead Form Submitted (if that is the first stage of your conversions flow) You can add filters to choose which specific Facebook Lead Ad form to get the Workflow to be triggered by submissions to that form only: After this, add another trigger for "Facebook Conversion Api"Add the required details for Access Token, Pixel ID and Stage NameAnd then add the action for Create or Update OpportunitySpecify the Pipeline and Pipeline Stage for this actionThe Opportunity Name can be defaulted to the Lead's Full Name by using the custom value dropper: Toggle on Allow Duplicate Opportunities for this particular WorkflowIMPORTANT Note - In Workflow Settings, please Allow Multiple contactsMake sure to save your actions and then save and Publish the WorkflowWorkflow -2 to send Conversion data to FB Conversion API Create another workflowAdd the Pipeline Stage Change trigger and a Facebook Conversion API actionChoose Lead Event as the Event Type Make sure to save your actions and then save and Publish the WorkflowNavigate to your Facebook Events Manager> Data Sources> Settings> Scroll down and click on Generate Access TokenCopy the generated Access TokenPaste it in the Access Token field of your Workflow's FB Conversion API ActionNavigate to your Facebook Events Manager> Data Sources> Settings> Scroll down and copy your Pixel IDPaste the Pixel ID in the Pixel ID field in your Workflow's FB Conversion API ActionFill in the Stage Name; it should accurately represent your Pipeline and Pipeline Stage name for better reportingSelect it using the tag icon at the end to add the custom value of the opportunity pipeline and stagesSave the Action, save and Publish the Workflow Save the Action, Save and Publish the WorkflowIMPORTANT Note - In Workflow Settings, please enable Allow MultipleYou can test your Workflow using the Lead Ads Test ToolChoose the correct Page and Lead Ad Form, then Create a LeadThe Event should be picked up by your Events Manager, who is actively waiting for Events sent by your WorkflowIt takes up to a day to successfully pick up an event sent by your WorkflowOnce the Event is sent from the Lead Ads Test Tool, please go to Opportunity Pipeline and move the dummy Facebook lead to another stage configured in the WorkflowOnce this is completed, check the workflow status as executed and the conversion API event in Event Manager11Return to the “settings” tab in Events Manager to track the progress of the Conversion Leads integration </s>
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<s>[INST] Service Calendar [/INST] A Service Calendar is a tailored calendar type created to simplify the scheduling process of service-based businessesIn this calendar type, users can create different services they offer, group them together by categories, and display all of them in one single scheduling link - the Service MenuThese calendars seamlessly integrate with your staff's availability, allowing you to configure your team members, assign services to specific groups, set the service duration and accept payments from customers during the booking processGuide on How to Create a Service Calendar Step 1: Navigate to Calendar Settings and Input the Essentials Step 2: Add your Service Details Step 3: Configure the Availability Step 4: Forms & Payments Step 5: Notifications, Additional Options & Customizations Step 6: Rooms and Equipments Related Article Service Menu Rooms and Equipments How to Enable Service Calendars? Go to Calendar SettingsClick on "Preferences." Under "In-App Preferences," toggle the "Service Menu" option to turn it onYou will now see "Service Calendar" under "Create New Calendar" Note: Only agency admins can access this setting How to create Service Calendars? Step 1: Navigate to Calendar Settings and Input the Essentials Start by logging in to your sub-account > Go to Calendars > Calendar Settings Within the Calendars Tab, click "Create Calendar," then choose the "Service Calendar" optionInput the Essentials: Provide the necessary information for your service calendar such as: Service Name: Give your calendar a descriptive nameService Description: Add a brief description to help users understand the purpose of the calendarStaff Assignment and URL: Select the staff members who will be assigned to the service you're creating the calendar forAdditionally, define a calendar slug or URL that will determine the link to your calendarDuration: Specify the duration of your service Availability: Set your calendar's availability You can customize your service calendar further with Advanced OptionsSimply click on Advanced Settings Button Step 2: Service Details Upload your Service Logo - This is the image that will appear on the Appointment Booking Widget for your Service Calendar Note: Service Logo will be visible only for the appointment widget of a single service calendarFor Service Menu / Groups, Service Cover Image should be usedLink to Service Menu: If you intend to add this Service Calendar to your Service Menu (where all your services are showcased on one page), ensure you select a group for the calendarThink of a group as a way to categorize similar services togetherFor example, you could create a group named "HAIR" and assign service calendars like "Hair Cut," "Hair Spa," and "Hair Coloring" to itNote: Service Calendars can be used in a Service Menu as well as in a Group You can also customize your Appointment Invite TitleThis is the title for the Calendar event that shows in Google Calendar, Outlook, Apple Calendar, etc Event Color - Choose the event color that you would like to assign to this calendarRemember, colors get synced to events in Google CalendarsService Calendars are primarily meant to cater to physical services; hence, we do not support the addition of any Meeting Location including Zoom / Google Meet in a service calendarStep 3: Availability Weekly Working Hours: Set your regular, weekly working hoursThis is useful for setting up your default schedule that repeats week after weekDate Specific Hours: Set Date specific hours that allow you to customize your availability or unavailability for specific datesYou can add specific dates and define hours applicable only to those datesAppointment Duration: Set the length of each appointmentPost Buffer time: Add extra time after appointments for preparation or transitionMinimum Scheduling Notice: Set the required advance notice for appointment bookings, specifying how many hours or days before an appointment should the booking be closedDate Range: Define how many days into the future appointments can be bookedNote: The slot interval in the Service Calendar is set to 15 minutes by default and cannot be altered Step 4: Forms & Payments Forms - You have the flexibility to choose how you gather client informationYou can either opt for the default form, which collects standard details like Name, Email, and Phone number, or create a custom form tailored to your specific needsTo use a custom form, create it in Sites > Forms > Builder, and then select it from the dropdown menu on the calendarYou can also: - Toggle the consent checkbox on/off- Customize the consent messageNote: Custom forms will only apply to bookings made directly on a Service CalendarFor bookings made through the Service Menu, default forms will be usedConfirmation Page - After an appointment is booked, you can decide how you'd like to present the confirmation to the userYou can choose between displaying a thank you message on the same page or redirecting the user to a specific URL of your choicePayments - If you want to accept payments for bookings, ensure that your payment gateway is integratedOnce set up, you can specify the payment amount and start collecting paymentsIt's important to note that payments are only applicable to the main attendee and not for guestsStep 5: Notifications, Additional Options & Customizations Notifications: You can select who should receive appointment notifications, and whether to allow google to send invitation or update emails to attendeesYou can also determine whether contacts should be assigned to their respective staff member each time an appointment is bookedCustomizations - Service Cover Image: In this section, upload a service cover image that will be displayed in the service menuThis image will be visible in the Neo Group WidgetCustomizations - Additional Notes: Anything entered here will be included in the Google invitationPlease ensure that "Allow Google Calendar to Send Invitations" is enabled from 'Notifications' settings for this feature to workStep 6: Rooms & Equipments You can select from a list of rooms and equipments that have been createdThis will associate the selected rooms / equipments with the service calendar and will be booked along with this calendarFinally, click on save and Voila, your Service Calendar is ready to be booked! Key Highlights 1This calendar enables contacts to make bookings for multiple services for themselves or combine services for multiple participants (themselves and their guests)2The calendar operates with a default 15-minute slot interval, which ensures efficient schedulingWhile this interval is fixed, you have the flexibility to add buffer times between appointments, giving your staff the time they need to prepare for the next client3Crucially, the availability of the service calendar is directly linked to the schedules of the staff members assigned to itHence, there is no option to configure the Calendar AvailabilityThe calendar will consider the availability of only it's assigned staff membersIf a staff member is unavailable at a given time, the calendar will reflect this unavailability4If you wish to display different services on a single scheduling link (The Service Menu), it is important to first create the desired groups, then create your service calendars and assign them to the respective groups, and finally create your Service Menu </s>
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<s>[INST] Workflow - Adding and Removing Followers for Contacts [/INST] Utilize the workflow actions "Add Contact Followers" and "Remove Contact Followers" to update followers for a contact automatically. This action can be added to your existing workflows enhancing the ease of managing followers for your business TABLE OF CONTENTS Step 1: Select workflow action - "Add Contact Follower" / "Remove Contact Follower" in the "Contact" Category Step 2: Use the "Add contact Follower" action to add followers to a contact Step 3: Use the "Remove Contact Follower" action to remove chosen or all followers of a contact Step 1: Select workflow action - "Add Contact Follower" / "Remove Contact Follower" in the "Contact" Category Step 2: Use the "Add contact Follower" action to add followers to a contact Step 3: Use the "Remove Contact Follower" action to remove chosen or all followers of a contact Utilize the toggle to removes all followers from a contact </s>
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<s>[INST] Sub-Account Transfers: All you need to know [/INST] A sub-account transfer is the movement of a sub-account from one Agency (Releasing Agency) to another Agency (Receiving Agency)It is not a merge, we cannot merge the data of one sub-account and put it in another, nor can we transfer the sub-account partially (some data not other)TABLE OF CONTENTS Steps to Transfer a Sub-Account to Another Agency (Send) Steps to Receive a Sub-Account from Another Agency What all information and assets are transferred over? IMPORTANT: What all information and assets are not transferred over? Phone Number Transfers Sub-Account Transfer FAQs Steps to Transfer a Sub-Account to Another Agency (Send) Step-1: Go to Agency Level > Sub-AccountsGo to Manage Client for the sub-account that needs to be transferredStep-2: Select Actions > Transfer Sub-account Step-3: Enter the Relationship Number of the agency that you need to transfer the sub-account toStep-4: A request will be sent to the receiving agency upon confirming the actionThe sub-account will be transferred as soon as the request is approvedTracking: In order to track your sub-account transfer requests, go to Agency Level > Sub-AccountsSelect the Sub-account Transfers optionNavigate to the Send tabTransfer requests can also be canceled by selecting 3-Dot Menu > Cancel RequestFrom within the app, only one sub-account can be transferred at a timeTo learn how to transfer sub-accounts in bulk, please reach out to support or check this out: Sub-Account Transfer FAQs Steps to Receive a Sub-Account from Another Agency Step-1: The releasing agency needs to follow the above steps to raise a transfer requestStep-2: Once the request has been raised, you will get an email regarding the sameClick on the Review Request buttonAlternatively, go to Agency Level > Sub-Accounts and select the Sub-account Transfers optionStep-3: On the Transfer Requests page, Approve the requestSub-account will be transferred to your agency as soon as the request is approvedWhat all information and assets are transferred over? Websites and funnels will all be transferredGHL calendars will get transferred overNote: The external calendar integrations will be disconnectedAll automation will be transferred overNote: They will all be set to draftContacts and their conversations, appointments, opportunities, and history will be transferred overAll users with User Type 'Account', and only assigned to that particular sub-account and no other sub-account will be transferredIMPORTANT: What all information and assets are not transferred over? All auth connections will be deleted (ex: Google, FB, Instagram, Quickbooks, Clio, DrChrono, Yext) All Facebook and Google settings will be cleared Sub-Account-level Stripe fields will be cleared Any SaaS setting will not be transferred overNote: SaaS mode will automatically be disabled before the transfer takes placeSmartlists do not get transferred over with the sub-account currently Mailgun/SMTP won't get transferredAll active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etcwon't get transferredThey'll have to be cancelled before the transfer can happenPhone Number Transfers Both Agencies are on LeadConnector If BOTH the releasing and receiving agencies along with the sub-account that needs to be transferred is on LC, then the phone numbers will automatically be transferred with the sub-accountA2P DLC status will be retainedSub-accounts do not need to again register the phone numbers that are already registeredAll the phone usage charges going forward will be accrued by the receiving agencyBoth Agencies are not on LeadConnector (Either one or Both are Twilio) No phone numbers will be transferred over by HighLevelIt is your responsibility to work with the previous account owner as well as Twilio to move over any or all phone numbers that you may want to keep connected to the transferred sub-accountKindly reach out to HighLevel Support for any concernsSub-Account Transfer FAQs Can I merge one Sub-Account with another? NoSub-Account transfers are a movement of the entire sub-account, not a movement of just the data inside of itThis movement takes place from one agency to anotherCan I transfer a HIPAA-enabled Sub-account? We can ONLY Transfer HIPAA-compliant sub-accounts if the Agency that you are wanting to transfer to ALSO has the HIPAA Compliance add-on package purchased from the HighLevel MarketplaceWhat is the prep that I have to do to the sub-account before transferring? Set all users that you want to be transferred over are User Type ‘Account’ and only assigned to this specific sub-account being transferredSet all campaigns, triggers, and workflows to ‘Draft’Any SaaS sub-account will need to have SaaS disabledAll active subscriptions like Wordpress, Yext, Whatsapp, Dedicated IP etcwill have to be cancelled before the transfer is requestedWhat is the setup that I will need once the transfer is made? You will need to reconnect all auth connections (ex: Google, FB, Quickbooks, Clio, DrChrono) You will have to reintegrate Facebook and Google You will have setup the sub-account-level Stripe You will have to re-add LC Email, Mailgun/SMTP, and Twilio You will have to make sure to set campaigns, triggers, and workflows to activeYou will have to re-add your domains Any SaaS sub-accounts will have to have SaaS re-enabledWhat can I do to transfer sub-accounts in bulk? You can request a bulk sub-account transfer by filling out the sub-account Requestor Form: https://link.gohighlevel.com/widget/form/DZ2X5v6DtYZPwD3VL2V2 </s>
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<s>[INST] Regulatory Bundle and Address Creation for Sub-Accounts [/INST] To help sub-accounts comply with local phone number regulations and minimize the risk of disruption to your phone system, we maintain an up-to-date, country-by-country guide on phone number regulatory requirementsLocal regulations often require providing adequate identity documentation to carriers or a local enforcement agencyTo avoid urgent escalations from regulators, we urge you to provide the required information for each countryIn this article, we will cover how and where to achieve this in-app Automated Regulatory Bundle and Address creation: Introduced a new optimised flow for Regulatory Bundle/Address creation and managementRegulatory Bundle/Address in the Phone Numbers Page at a sub-account level (only visible to accounts who are on LC Phone), this will be visible to Agency and sub-account adminsThe agency and sub-account will be able to create the bundle/address from our UI and directly submit it to the Telephony partner without any wait timeWith this, they will also have the capability to save them in the draft, delete them, and re-submit them in case of failureFailure reasons will also be shown on the UI to make it easier for them to re-submit? Note: Regulatory Bundle is not required if you purchase phone numbers in the USA or CanadaHow to create regulatory bundles from within the application: 1Head into the Sub-account > Click Settings (bottom left menu) > Phone numbers > Regulatory Bundle/Address 2On the top right click on Create to create regulatory bundle/address for the sub-account: Regulatory Bundle and Address List View: The agency and locations users will be able to view the list of all the bundles and addresses that are submitted and their current status tooPlease Note: This page will be visible to all the sub-accounts that are on the LC - Phone System irrespective of their country3Once all the information is submitted, we will coordinate and get the regulatory bundle approvedFAQs: 1Why am I getting this Error: Request failed with status code 400? The issue date should be in the format yyyy-mm-dde.g2018-12-28 The birth date should be in the format YYYY-MM-DD as wellRelated articles: What is LC - Phone System? How to Migrate an Agency and Sub-Account to LC - Phone? Toll-Free Number Registration for LC - Phone (US/Canada) LC - Phone Messaging Policy LC - Phone Pricing Structure </s>
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<s>[INST] Cold Outreach [/INST] Why Cold Outreach? In short, we do cold outreach because it's effective, it can produce results quickly, and, most importantly, it's extremely cost effective. Warming Up Before you get started, you should think about warming up a new email address so you don't run the risk of getting your main business domain/emails flagged as spam. The easiest way to do this by following these steps: 1) Purchase a fresh domain. If your agency's domain is youragency.com, you could purchase something like youragency.co or your agency.mail, etc. 2) Create a Google Workspace account , register the new domain in Google Workspace, then create an email for that domain in Google Workspace (something like mail@youragency.co). Note, Google Workspace charges $6/month per email address. 3) Sign up for 10-20 newsletters/services using the new email address so that emails start naturally flowing into the account. Here are some good ones: Twitter, Moz, Unbounce, Convince & Convert, The Daily Carnage, Neil Patel, Seth Goden, Buffer, Marketing Drive, Total Annarchy, Sketchalaytics. 4) Send 10-20 emails to friends/family and make sure they reply. After a few days of emails going in and out of your new email account, the email address and domain will be "warmed up" and ready to go. You can learn more about warming up domains and IP addresses in this guide from Mailgun. Setting Up SMTP In HighLevel </s>
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<s>[INST] SaaS Mode FAQs [/INST] TABLE OF CONTENTS Billing and Wallet How do I delete the last card from the Sub-account settings > Company billing page? When I add or remove a card from one sub-account, why is it reflected in other sub-accounts as well? Why is the client unable to add payment details on the sub-account's company billing page? Why are Indian clients unable to add payment details or manually recharge on the sub-account's company billing page? Why are auto recharges failing for 3DS cards? Welcome Email Why are custom values not populated in the welcome email? What is the subject line of the welcome email? Why did the customer receive the default "Activate your account" welcome email instead of the custom welcome email, even though the customized email is present in the SaaS configurator? Who will receive the welcome email? How to change the welcome email's agency sub-account if the customer chose the wrong sub-account? Sub-Accounts and Subscriptions Why were duplicate sub-accounts created instead of attaching the subscription to the existing sub-account? Why aren't the sub-accounts getting created when the client purchases the subscription via funnels? How do I move the subscription from one sub-account to another sub-account that has no subscription? Why aren't the agency or sub-account admins getting an option to upgrade the plan? How to seamlessly transfer SaaS accounts to another agency? SaaS Configurator Why is the "Invalid price currency" banner shown on the SaaS configurator list page? How to disconnect the agency Stripe Connect? Why is the "Can't disconnect because SaaS clients are using this Stripe account!" warning shown for $97 and $297 agencies as well? Why is there no option to disable SaaS on the Manage Client page? Security Even though 2-Factor Authentication is turned off in SaaS Configurator > Security, why does it still require 2FA to be completed? Billing and Wallet How do I delete the last card from the Sub-account settings > Company billing page? If only 1 card is added to a sub-account, then that cannot be deleted from the company billing page inside HighLevelIf required, the agency can delete the card directly from Stripe by updating the corresponding customerWhen I add or remove a card from one sub-account, why is it reflected in other sub-accounts as well? From the Manage Client page, retrieve the Stripe customer ID of each sub-account and verify if they are the sameIf they are the same, then the Stripe customer is shared between the sub-accounts, and this behavior is expectedIf you do not want this to happen, the only solution is to assign different Stripe customers to each sub-accountTo do this: Keep the SaaS mode active for only one sub-account and disable SaaS for the other account Re-enable using the "Share a link or Request via SMS or Request via email" optionThis will create a new customer in Stripe and link it to that sub-accountWhy is the client unable to add payment details on the sub-account's company billing page? If they received the error message 'No such customer' or 'stripe.confirmPayment(): expected either elements or `clientSecret`, but got neither.' The reasons could be that the Stripe customer associated with that sub-account has been permanently deleted, or the agency's Stripe account might have been changedThere are two ways the agency's Stripe account might have been changed: either directly in the agency settings > Stripe, or the sub-account might have been transferred from another agencyThe only solution to fix this is to disable and re-enable SaaS for that sub-accountWhy are Indian clients unable to add payment details or manually recharge on the sub-account's company billing page? If they received the error message saying "As per Indian regulations, export transactions require a customer name and addressYou can find more information here https://stripe.com/docs/india-exports", this means that billing address is not added for that customer, hence are not compliant with RBI mandateTo solve this, you need to update the billing address for that customer on StripeWhy are auto recharges failing for 3DS cards? For auto recharge, we do not support 3DS-only cardsThe auto recharge might be failing because the customer is using a 3DS-only cardPlease request them to add a new payment method that supports 3DS but is not a 3DS-only cardsAlternatively, they can still do manual recharges for their walletWhat happens when SaaS is disabled for any of the sub-accounts? Upon disabling SaaS, the wallet will be permanently deleted, and the agency must handle any refunds if necessaryFollowing the disabling of the SaaS mode, the agency will receive an email with the existing wallet balanceThe agency can then choose to either refund it or add them as credits manually on the Manage Client pageWelcome Email Why are custom values not populated in the welcome email? The agency might have directly updated the custom values inside the sub-accountWe only support a few custom values, so the agency must update the custom values only in the SaaS ConfiguratorTo know all the custom fields supported for welcome email, go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Custom ValuesWhat is the subject line of the welcome email? "Activate your Account" Why did the customer receive the default "Activate your account" welcome email instead of the custom welcome email, even though the customized email is present in the SaaS configurator? Switch to the sub-account on which the customer stored the custom welcome email and verify whether the "template" is present in the "[Do Not Edit] SaaS Configurator Templates" folderIf the template is deleted, the customer will receive the default "Activate your account" welcome emailTo fix this, please raise a support ticket for reset your agency welcome emailWho will receive the welcome email? All new users that are created in any sub-account will receive that emailHow to change the welcome email's agency sub-account if the customer chose the wrong sub-account? Please raise a support ticket for reset your agency welcome emailSub-Accounts and Subscriptions Why were duplicate sub-accounts created instead of attaching the subscription to the existing sub-account? Whenever the client purchases a SaaS subscription directly on Stripe or via funnels or a sale link, we create a new sub-accountIf the sub-account already exists, in that case, you need to add a subscription only via the Manage Client page to avoid a new sub-account being createdWhy aren't the sub-accounts getting created when the client purchases the subscription via funnels? Verify whether the product added in the funnels is tagged as an agency plan under Payments > ProductsSub-accounts are only created if the product is tagged as an agency planIf the product is tagged as an agency plan and sub-accounts still aren't created, please share the order ID or subscription ID and the date when the subscription was purchased with our support team for further investigationImporting SaaS plans to your sub-account: Create plan in SaaS configurator Switch to your sub-account > Payments > Products Select 'Import from Stripe' Select the product that you just created (or that already existed), proceed Check for the 'Agency_Plan' label in products list, and start sellingHow do I move the subscription from one sub-account to another sub-account that has no subscription? Let's say sub-account 'B' has no subscription, and you want to move the subscription from sub-account 'A' to 'B'1Verify that both of the sub-accounts are associated with the same Stripe customer2From the Manage Client page, for sub-account 'A', disable SaaS without canceling the subscription3Do a hard reload on the sub-account 'B's Manage Client pageThe subscription will be automatically attachedWhy aren't the agency or sub-account admins getting an option to upgrade the plan? Navigate to the SaaS configurator and filter the SaaS plans by categoryIf the plan associated with the sub-account is already a higher plan, then we will not show an option to upgrade the subscriptionHow to seamlessly transfer SaaS accounts to another agency? The ideal way to move the SaaS accounts to another agency is to disable SaaS for all the sub-accounts and then transfer them to another agencyOnce the SaaS mode is disabled, you will receive an email with the existing wallet balanceYou can then choose to either refund it or add them as credits manually in the Manage client pageLearn how to transfer sub-accounts to other agencies hereSaaS Configurator Why is the "Invalid price currency" banner shown on the SaaS configurator list page? Verify the currency of the category from SaaS Configurator > Advance SettingsIf the price currency is not the same as the category currency, then the "Invalid price currency" banner is shownTo fix this, you need to revert the currency of the price to the category currency from StripeIf a sale link has been previously generated for the price or it has any active subscriptions, then Stripe will not allow changing the currencyTo solve this, please update the price amount from the SaaS configurator, and then update the currency for the new price created inside StripeHow to disconnect the agency Stripe Connect? Why is the "Can't disconnect because SaaS clients are using this Stripe account!" warning shown for $97 and $297 agencies as well? Why is there no option to disable SaaS on the Manage Client page? Before you disconnect the agency Stripe Connect, SaaS mode should be disabled for all the sub-accountsFor the 497 agency, you can disable SaaS on the Manage Client page one by one for each sub-account, or you can raise a support ticket to disable it all at onceEven for the 97 and 297 agencies, when the payment method is added, in the background, we are enabling SaaSSo, to resolve this, please raise a support ticket to disable SaaS for all the sub-accounts since we don't provide that option on the Manage Client page for $97 and $297 agenciesSecurity Even though 2-Factor Authentication is turned off in SaaS Configurator > Security, why does it still require 2FA to be completed? Whenever a new sub-account is created, email verification is mandatoryOnly the phone verification settings can be configured under "SaaS Configurator > Security"It's important to note that 2FA will not block client's access to the sub-accountThey only need to complete email verification during the first phone number purchaseIf the you want to bypass this for any sub-account, then on the Manage Client page, select the "Verify Account" buttonWhy is rebilling not enabled for sub-accounts, and why has the sub-account not been moved to LC? On the sub-account list, please verify if a banner with the following message is displayed: "This sub-account is paused due to pending email and phone verification from the sub-account adminClick here to review and resume this sub-account." If yes, then it means that the sub-account is in a "verification pending" state, in other words, 2FA is pending for the sub-account(s)This is why the sub-account was not moved to "LC," and rebilling is not enabledOnce the 2FA is verified, the sub-account will be automatically moved to LC, a Twilio account will be created, and rebilling will also be automatically enabled if it is enabled on the SaaS PlanIt's important to note that 2FA will NOT block client's access to the sub-accountThey only need to complete email verification during the first phone number purchase </s>
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<s>[INST] Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead) [/INST] Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows. Send an email and/or SMS notification to your client(s) and/or yourself when a lead is added to a campaign: TABLE OF CONTENTS How to send internal notifications for workflows Rate limiting on Workflow Notifications How to send internal notifications for workflows: Set up a new workflow: Click on Start from scratch Click on Create workflow Click on Add New Workflow Trigger Once you configured the workflow trigger: Click on Add your first Action Click on Send Internal Notification Choose the type of notification: Email notification Internal notification: SMS notification Rate limiting on Workflow Notifications We have added Rate Limiting for Internal Notification action of workflows. The current rate limits are 500 notifications / 5mins for each user (Per workflow) In the case of email, its 500 notifications per 5 mins, per user email In the case of SMS, its 500 notifications per 5 mins, per user's phone In the case of in-app notifications, its 500/5mins per user Id We will skip any notifications that are sent after breaching this limit. Why was this done, and how will this help? Because no limit was enforced, there were several updates made to a specific conversation of a user. Let's say you put 300k contacts into a workflow And in the internal notification you are sending a mail to a particular user (in most cases we have seen customers set up to send a notification to themselves) Now this particular user mail, will get 300k emails. Because of this, the conversation of this user will be updated 300k times, within a few seconds/minutes. This introduced an overall delay in processing workflow actions. The rate-limiting should have good gatekeeping for these events, and also prevent customers to send bulk emails to a particular user </s>
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<s>[INST] A2P 10 DLC Webinar Questions & FAQ [/INST] TABLE OF CONTENTS What happens if we only purchase Canadian phone numbers? Not USAIf we switch to Lead Connector, will we be automatically compliant? Explain compliance requirements for CanadaWhy can't we see the option to access the Trust Center in phone settings for Canadian clients? What if your agency is registered in Canada and doesn't have an EIN? How should we verify the US numbers we use for our agency sub-account in the US? Im in the UK with no option for Trust ProfileDo I need to worry about this for my USA numbers? Isn't there a min number of texts where the carriers would block SMS/texts? I signed up last year for the beta and registered way earlyIs it possible for me to 're-register' to fully comply? I need Standard instead of Sole PropI have an EINWhere do we go to find the Trust Center? If our brand is registered, but the campaign itself is not, I would like to know if our phone numbers will remain operational after the deadlineWhat are the two cost options? $4.41 and $16.54 for? My address has changed since we registered our EINHow do we handle that? Does the 6,000 sms segments per day mean per phone number or total per campaign? What if your address has changed since you received the CP 575 form? I have a UK Ltd company, the UK company number, and all the fields are filled in, but no option for Trust CenterWe should expect a $2 to $12 monthly fee per client, correct? In the trust center, I cannot move past the first stepI received this message: "Customers with EIN are NOT ELIGIBLE for Sole Prop Registration, and submission might result in rejection." What do I do in that case? Do you need an EIN? What if the address I used when creating my EIN and LLC business address now differs? Should I register with the address I originally used? Can I use the same EIN for different accounts or locations? Using the same EIN for all your accounts or locations helps maintain consistencyWe currently have our clients registered through our Twilio accountDo we have to write the individual clients now? For a sole prop, would you put the person's or DBA's name under the Business Details? Does each subaccount have to go through the registration process? Please explain excessive marketing messagesThe client lists 60,000 customers who have not opted into SMSWhat would be an example of an initial campaign they can send that includes the opt-in for future promotions? Or are they not allowed to send an initial text with a promotion? How does it work If my corporation or sole prop is a Canadian-registered company? How does a Canadian business register? Not seeing your question? Check out the Facebook Community for in-depth discussions What happens if we only purchase Canadian phone numbers? Not USAIf you only purchase Canadian phone numbers and not USA numbers, it means you will be limited to sending SMS messages to recipients in Canada onlyYou cannot send messages to recipients in the USA using those Canadian phone numbersThis restriction is because the phone numbers are country-specific, and each country has its own telecommunications regulations and requirementsTherefore, if you have a specific target audience or customer base in Canada and do not need to communicate with recipients in the USA, purchasing Canadian phone numbers should suffice for your messaging needs within CanadaIf we switch to Lead Connector, will we be automatically compliant? If you switch to LC Phone system within LeadConnector (LC), it does not automatically make you compliant with all regulations and requirementsWhile the LC Phone system provides tools and features to facilitate compliance, such as managing phone numbers and SMS campaigns, it is still essential to follow the necessary steps and guidelines to ensure full compliance with regulations like A2P 10DLCCompliance involves various factors, including registering phone numbers, adhering to opt-in/opt-out requirements, and following specific regulations in different countries or regionsIt's crucial to stay informed about the compliance requirements relevant to your use case and consult with the LC support team or refer to their documentation for accurate guidanceSwitching to the LC Phone system can make it easier to manage compliance-related tasks within the LeadConnector platform, but it is not a guarantee of complianceExplain compliance requirements for CanadaFor compliance in Canada, it's important to understand and adhere to the regulations set forth by the Canadian Radio-television and Telecommunications Commission (CRTC) and the Canadian Anti-Spam Legislation (CASL)If you are using the LC Phone system within LeadConnector and operating in Canada, you should ensure that you comply with the following guidelines: Consent: Obtain proper permission from recipients before sending them commercial electronic messages (CEMs), including SMSConsent can be express or implied, depending on the nature of the relationship with the recipientIdentification: Include accurate identification information in your messages, such as your business name and contact informationUnsubscribe Mechanism: Provide recipients with a straightforward way to unsubscribe from receiving future messages from youEnsure that opt-out requests are processed promptlyRecords of Consent: Maintain records of consent obtained from recipients, including information about when and how permission was obtainedCompliance with CRTC Regulations: Comply with additional regulations set by the CRTC, such as those related to telemarketing, National Do Not Call List (DNCL), and other specific requirements for telecommunications service providersWhy can't we see the option to access the Trust Center in phone settings for Canadian clients? The Trust Center is only visible currently to US businessesTo see the Trust Center option, enter the business profile settings and change the country to the USWhat if your agency is registered in Canada and doesn't have an EIN? How should we verify the US numbers we use for our agency sub-account in the US? A new entity called Sole Proprietorship 2.0 that supports non-EIN customers is available: A2P Sole Proprietor Brands Registration is Now Live! One alternative is to register for toll-free number registration: https://help.gohighlevel.com/support/solutions/articles/48001222300-toll-free-number-registration-for-lc-phone-us-canada-Im in the UK with no option for Trust ProfileDo I need to worry about this for my USA numbers? One alternative is to register for toll-free number registration: https://help.gohighlevel.com/support/solutions/articles/48001222300-toll-free-number-registration-for-lc-phone-us-canada-You can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener Please see the LC messaging policy to help you further: https://help.gohighlevel.com/support/solutions/articles/48001213941Isn't there a min number of texts where the carriers would block SMS/texts? Carriers have certain thresholds or limits that can trigger the blocking or filtering of text messages if they are suspected of spamming or violating certain regulationsWhile the specific entries may vary between carriers, there is generally a minimum number of texts or other factors that can raise suspicion and lead to message blockingWhen a person buys a new cell number, their texts are not typically blocked right away solely because they didn't register the numberHowever, if the number is being used for sending a large volume of unsolicited or unwanted messages, it could trigger suspicion and lead to message blocking by the carriersI signed up last year for the beta and registered way earlyIs it possible for me to 're-register' to fully comply? I need Standard instead of Sole PropI have an EINIf you have an EIN (Employer Identification Number), you are not eligible to register for the Sole Proprietor (Sole Prop) registration categoryThe Sole Prop category is specifically designed for sole proprietors without an EINSince you have an EIN and must register as Standard instead of Sole Prop, select the Standard registration option when updating or re-registering your informationThis registration type is suitable for businesses with an EIN and provides the appropriate compliance framework for your organizationWhere do we go to find the Trust Center? Log in to your accountNavigate to the "Phone Number settings." Look for a menu or tab labeled "Trust Center." If our brand is registered, but the campaign itself is not, I would like to know if our phone numbers will remain operational after the deadlineIf your brand is registered, but the campaign itself is not registered by the deadline, it may impact the operational status of your phone numbersThe registration process is necessary to comply with A2P 10DLC requirements, which aim to ensure the legitimacy and integrity of business messagingIf your campaign is not registered, there is a possibility that your phone numbers could be subject to restrictions, such as reduced deliverability or being flagged as unregistered or unverifiedThis could affect the successful delivery of your SMS messages and potentially impact the overall effectiveness of your campaignTo ensure the continued operational status of your phone numbers and maintain compliance with A2P 10DLC regulations, completing the registration process for your campaign as soon as possible is recommendedThis will help mitigate potential disruptions and ensure the smooth operation of your messaging servicesWhat are the two cost options? $4.41 and $16.54 for? The cost options you mentioned, $4.41 for sole prop and the other for standard businesses with an EIN, are for different pricing tiers based on the business type and registration categoryThe $4.41 cost option is for sole proprietorships, which typically refers to businesses where the owner operates as an individual without a separate legal entityThe other cost option is to standard firms with an EIN (Employer Identification Number)Standard businesses typically refer to entities with a separate legal structure, such as corporations, partnerships, or LLCsMy address has changed since we registered our EINHow do we handle that? If your address has changed since registering your EIN (Employer Identification Number), you may need to update your business address in the appropriate registration system or with the relevant authoritiesHere are some general steps to handle this situation: Update your address with the Internal Revenue Service (IRS): Contact the IRS and provide them with the updated address for your businessYou can do this by filling out Form 8822-B, "Change of Address or Responsible Party - Business," and submitting it to the IRSUpdate your address with the business registration authorities: Depending on your jurisdiction and the type of business entity you have, you may need to update your address with the appropriate business registration authoritiesThis could include state or provincial agencies or local government officesCheck the requirements and procedures specific to your location to ensure complianceUpdate your address in your business profiles and accounts: Update your address in any relevant business profiles, accounts, or platforms you use for your business operationsThis may include online directories, social media platforms, banking accounts, and other business-related platformsNotify relevant partners and stakeholders: Inform your clients, customers, vendors, and other relevant parties about your address changeTo ensure accurate communication, update your contact information on your website, business cards, and other marketing materialsIt's important to keep your business address up to date to ensure smooth communication and compliance with regulatory requirementsRemember to review the specific guidelines and procedures provided by the authorities in your jurisdiction for updating your address to ensure proper compliance with their regulationsDoes the 6,000 sms segments per day mean per phone number or total per campaign? The limit of 6,000 SMS segments per day typically refers to the total number of segments allowed for all messages sent within 24 hoursA single SMS message can consist of multiple segments, especially if it exceeds the character limit set by the SMS provider or includes special or non-standard charactersTherefore, the limit applies to the cumulative number of segments across all the messages sent from a specific campaign or account within a dayIt is not clear to individual phone numbersWhat if your address has changed since you received the CP 575 form? Suppose your address has changed since you received the CP 575 form, which is the form issued by the Internal Revenue Service (IRS) to assign an Employer Identification Number (EIN)In that case, updating your address with the IRS is important to ensure they have your current contact informationTo update your address with the IRS, you can follow these steps: Fill out Form 8822, "Change of Address," which is the official form to notify the IRS of your new addressYou can obtain this form from the IRS website or by contacting the IRS directlyProvide your updated address information on Form 8822, including your EIN, old address, and new addressSign and date the formMail the completed Form 8822 to the appropriate IRS address as specified in the form's instructionsMake sure to send it to the correct IRS office based on your location and the type of entity you are (e.g., individual, corporation, partnership)By updating your address with the IRS, you ensure that they have accurate information for your business and can send important correspondence and documents to the correct addressIt's also a good practice to update your address with any other relevant entities, such as your state or local tax authorities, business partners, and service providers, to ensure they have your current contact informationI have a UK Ltd company, the UK company number, and all the fields are filled in, but no option for Trust CenterIf you have a UK Limited (Ltd) company and do not see the option for the Trust Center, it is because it is specific to the United States, and the A2P 10DLC registration process is for US-based businessesSince the Trust Center is designed to facilitate compliance with US regulations and requirements, it is not applicable or available for businesses registered in the UK or other countries outside the United StatesWe should expect a $2 to $12 monthly fee per client, correct? Yes, based on the information you provided, it was mentioned that there would be a monthly fee per client ranging from $2 to $12The exact cost may depend on factors such as the type of client (sole proprietorship or standard), the volume of messages sent, and the specific pricing structure set by the service providers and carriers In the trust center, I cannot move past the first stepI received this message: "Customers with EIN are NOT ELIGIBLE for Sole Prop Registration, and submission might result in rejection." What do I do in that case? Suppose you receive the message "Customers with EIN are NOT ELIGIBLE for Sole Prop Registration" in your Trust Center and cannot proceed with the registration processIn that case, it suggests that you cannot register as a sole proprietor without an EIN (Employer Identification Number)In this case, you should explore the alternative registration option: Standard Registration- The Standard Registration is intended for businesses with an EINYou may need to select the appropriate registration option based on your business structure and proceed with the Standard Registration process insteadDo you need an EIN? What if the address I used when creating my EIN and LLC business address now differs? Should I register with the address I originally used? According to IRS policies, it is essential to maintain accurate and up-to-date information regarding your business addressSuppose the address you used when you created your EIN (Employer Identification Number) is no longer current and does not match your current LLC business address; updating the address with the IRS is recommendedTo update your business address with the IRS, complete Form 8822-B, the Change of Address or Responsible Party - Business formThis form lets you edit your business address and notify the IRS of any changesIt is important to remember that maintaining accurate business address information is essential for IRS compliance and various other purposes, such as receiving important tax documents and correspondence from the IRSIt is recommended to consult the IRS website or seek professional advice to ensure you follow the correct procedures for updating your business address with the IRSCan I use the same EIN for different accounts or locations? Using the same Employer Identification Number (EIN) for different businesses is generally not recommended for maximum complianceEach business entity typically needs its unique EIN, especially if they are separate legal entities or operate in other industriesWhile using the same EIN for different accounts or locations within the same business entity is possible, it's essential to understand the potential consequences and ensure compliance with local regulationsHere are the potential consequences of using the same EIN for different businesses: Tax Compliance Issues: Each business entity has tax obligations and reporting requirementsUsing the same EIN for multiple businesses can lead to confusion and inaccuracies in tax filings, which may result in penalties or legal consequencesLiability and Legal Separation: Maintaining separate EINs for different businesses helps establish clear legal separation between themUsing the same EIN may blur the lines of liability, making it difficult to protect one business's assets from another's weaknessesTo track and report each business's financial data accuratelyInaccurate Financial Reporting: Accurate financial reporting is crucial for each business entity to track its income, expenses, and overall financial performanceA single EIN can make tracking and reporting each business's financial data challengingLack of Accountability and Clarity: Using the same EIN for different businesses can create confusion regarding ownership, control, and accountabilityEstablishing clear ownership rights and responsibilities for each business entity may be challengingA separate EIN for each business entity is advisable to ensure maximum compliance and proper legal and financial separationSuppose you have already used the same EIN for multiple businesses; it's recommended to consult with a tax professional or legal advisor to discuss the appropriate steps to rectify the situation and obtain separate EINs for each business entityThis will help ensure compliance with tax regulations and clear separation between your businessesIf you have multiple accounts or locations that are all part of the same business entity, you can use the same EIN for all of themThis is common for businesses with multiple branches, divisions, or subsidiaries operating under the same legal entityUsing the same EIN for all your accounts or locations helps maintain consistencyWe currently have our clients registered through our Twilio accountDo we have to write the individual clients now? If you already have some clients individually registered via Twilio for A2P 10 DLC, you may not necessarily need to re-register them through the LeadConnector (LC) phone systemThe registrations done through Twilio should still be valid and compliantHowever, it's important to note that using the LC phone system can leverage its additional capabilities and features designed to enhance your messaging workflows and provide a more streamlined experienceThese features may include improved campaign management, advanced reporting, integrated compliance checks, and moreWhile the individual client registrations through Twilio are sufficient for A2P 10 DLC compliance, transitioning to the LC phone system can offer you a more comprehensive solution within the HighLevel platformThe benefits and efficiencies of using the LC phone system for your messaging campaigns are worth consideringSuppose you migrate your clients from Twilio to the LC phone systemIn that case, following the steps and guidelines provided by the HighLevel team is recommended to ensure a smooth transition and avoid any disruption to your clients' messaging servicesYou may also want to inform your clients about the transition and the additional capabilities they can benefit from using the LC phone systemFor a sole prop, would you put the person's or DBA's name under the Business Details? For a sole proprietorship, when filling out the Business Details section, you would typically enter the legal name of the business ownerThis means you would provide the person's name rather than a Doing Business As (DBA) nameThe legal name refers to the sole proprietor's name as it appears on official documents such as government identification or tax recordsIt is essential to accurately enter the legal name to ensure compliance with registration requirements and to align with any existing legal documentation associated with the businessSuppose you are unsure about which name to enterIn that case, consulting with a legal professional or tax advisor who can provide guidance based on your jurisdiction's specific requirements and regulations is recommendedThey can help ensure the business details align with legal and regulatory standardsDoes each subaccount have to go through the registration process? Regardless of geographic location, each subaccount within your agency must go through the registration process to comply with the A2P 10DLC guidelinesThe registration requirements apply to all businesses and agencies that use A2P messaging services within the United StatesRegardless of whether your subaccounts are located in the United States or other countries, if they use US-based phone numbers to send A2P messages, they must follow the registration process outlined by the A2P 10DLC programThe program is designed to regulate and authenticate A2P messaging activities in the United StatesIt's important to note that compliance requirements vary by country, so if you have subaccounts outside the United States and are using non-US phone numbers for A2P messaging, you should check the local regulations and guidelines to ensure compliance in those respective countriesIn summary, while the registration process primarily applies to US-based phone numbers, it is still necessary for all subaccounts within your agency, regardless of their geographic location, to go through the registration process if they are using US-based phone numbers for A2P messaging within the United StatesPlease explain excessive marketing messagesWhen referring to "excessive marketing messages" in the context of a sole proprietorship, you should avoid sending an excessive volume of promotional or marketing text messages to recipientsWhile the exact threshold for what constitutes "excessive" may vary depending on the specific regulations and guidelines of your jurisdiction, here are some general considerations: Compliance with Anti-Spam Laws: Ensure your marketing messages comply with anti-spam laws, such as the CAN-SPAM Act in the United States or CASL in CanadaThese laws typically require obtaining prior consent from recipients and providing precise opt-out mechanismsFrequency and Timing: Avoid sending overwhelming marketing messages to recipients within a short periodSending messages too frequently can lead to recipient fatigue or annoyance, potentially leading to complaints or opt-outsRelevance and Targeting: Tailor your marketing messages to be relevant to the recipient's interests and preferencesSending irrelevant or unsolicited messages can be perceived as spam and may result in negative feedback or non-complianceOpt-In and Opt-Out Processes: Implement transparent opt-in processes to ensure that recipients explicitly consent to receive marketing messages from your sole proprietorshipAdditionally, provide easy-to-use opt-out mechanisms to honor recipients' requests to unsubscribe from further communicationsContent Quality: Maintain a high standard of content quality in your marketing messagesAvoid misleading or deceptive practices, and ensure that your statements provide genuine value to recipientsWhat's the time frame for approval? Seems to be taking weeks, and what about the business registrations that are different than A2P registration? I'm an agency, for example, bringing clientsDoes this mean they can't start sms follow-up until it's registered? Before we register for a2p, we will need to register for the Business: https://help.gohighlevel.com/support/solutions/articles/48001229784-a2p-10dlc-campaign-approval-best-practicesThe approval for the campaign will be based on how the information matches the a2p campaign information you submittedYou can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener Please see the LC messaging policy to help you further: https://help.gohighlevel.com/support/solutions/articles/48001213941Will this carrier solve the issue of sending SMS to spam when a trigger link is added to the texts? Avoid sending URLs shortened using a public urls shortener like bit.ly or RB.gy; instead, send the original file linkAlso, checks this:https://help.gohighlevel.com/support/solutions/articles/48001229784-a2p-10dlc-campaign-approval-best-practicesBest Practice: Consistency in brand, website, and sample messagesIf your brand name is Acme, your website is www.acme.com, but your sample messages say, “Here’s your one-time passcode for logging into www.contoso.com,” your campaign will be rejectedWho is approving all of this??? GHL, Ai Twilio, or TCR? TCR Do I have to do anything if I register both company and campaigns in Twilio? You are using your own Twilio instead of LC phoneYou can have it there because we can't move campaigns if you switch over to an LC phoneAre we able to tell which sub-accounts have registered? Log in to your accountNavigate to the Phone Number settingsLook for a menu or tab labeled "Trust Center." Can people start texting the same day they register? Yes, but they will get filtered after a couple of messages are sent and will receive a 30007 errorA workaround until the brand is approved would be to get a toll-free numberDo you know what the setup will be for new clients after August 31 or whenever this is required for texting? Still working on changes to the UI and don't have an ETAI have a DBA error message during registration asking for proofHow do I submit the proof, though? Reach out to supportMy company and brand are already registered, just not the campaignYou must resubmit the registration if it is not completed by July 5How do we add that checkbox in the GHL form that asks them to confirm that they consent to get a text? Radio button featureYes NoDescription stating the opt-inI'm confused about what phone number I should use for the End user opt-inIs this required to be the CRM phone number that the text messages come from? YES How do we transfer Twilio to the other high-level text product? https://help.gohighlevel.com/support/solutions/articles/48001204027-how-do-i-migrate-my-agency-and-sub-account-over-to-lc-phone- What happens for sub-accounts signing up post-August 31? Do they require immediate registration to SMS? If they plan to send sms as soon as they create the account, I suggest registering A2PWhat do we put in Enable SHAKEN/STIR Trusted Calling? You can refer to this article on How to fill out Shaken/Stir https://help.gohighlevel.com/support/solutions/articles/48001231665-why-are-my-calls-marked-as-spam-and-how-can-i-avoid-it-lc-phone- The client lists 60,000 customers who have not opted into SMSWhat would be an example of an initial campaign they can send that includes the opt-in for future promotions? Or are they not allowed to send an initial text with a promotion? You are not legally allowed to text customers who didn't opt-in to receive SMS without consentYou can send them an email either getting them to confirm opted in for SMSHow you do that..up to your creative methodsLuckily if you switch to LC, we have a feature that adds opt-in language for you in the "Business Profile" settingsNote: This is only available for LC users What happens if you, as the agency, have EIN and all sub-accounts are 1099? All subaccounts can register for Sole Prop if they do not have Business EINI have numbers in GHL that were on Twilio before LC Phone was availableWhere do I get compliant for those accounts? If you used your own Twilio before and migrated a subaccount to Leadconnector, You must complete A2P registration for that sub-accountPlease complete this in the sub-account's "Trust Center." Can they get a toll-free instead of a local # so they do not have to register in the trust center? I suggest still registering for the trust center, as other carriers may filter your smsI don't see a setting for the rebilling of these charges.is it built into the LC phone system rebelling? The rebilling feature will not work for A2P chargesFor these, you will need to rebill manually (you might need to confirm this) you And how do I register a business in the US if I'm in Europe? Please make a video about thatYou will need to have a US address and EINIf you have several subaccounts, should you approve one first and, once approved, send the other accounts? or is all at once better? This would be totally up to youIf you want to get your feet wet and submit registration for one subaccount to see how the process would go, this would be a great way to avoid slip-ups for the rest of the accountsBut Submitting all at once would make the process much fasterPlease remember that A2P can take several weeks to be fully approved and verifiedAre Sole Prop Businesses required to have toll-free Twilio numbers to be registered/ approved, or can they use local Twilio numbers like non-sole Prop clients? Sole Prop customers are not required to use toll-free numbersThey can use Local and mobile numbers as wellHow do you suggest we Whitelabel this process for our clients? You can create a loom on completing the process to give to your clientsIf they come to you stating that anything has failedYou can reach out to support, and we will be able to assistFor toll-free numbers, does the user have to pay for the A2P and the separate toll-free registration fee (which changes depending on the "Use Case Category." A2P is not required for Toll-Free numbersDoes this process differ if we are using Twilio numbers through GHL? Yes, if you use your own Twilio account directly, you will complete the registration through your Twilio consolehowever, it is still necessary to have done, even if you are not using Lead ConnectorFor every new client, would we suggest their number will normally deliver until approved, or will we need to tell them their number will need time to register before the SMS delivers? provide SMS will send they will be subject to carrier filtering until the A2P registration is fully approvedYou may experience many failed sms due to carrier filtering until thenWhere can we look up and verify our address for our EIN before submitting it? You should be able to check this information with your CP 575 from the government issuesDo I have to have a checkbox on the landing page? I have a statement that says they opt to sms when they submit the formThen they get the opt-in message with the instructions on how to opt outYes, It is required to have a checkbox on your landing pageIs this registration necessary if we receive or send less than 10 texts daily? Yes, A2P Registration is required for all US sub-account, no mater the amount of sms being sentWhen we were with Twilio and tried registering a business profile for CNAM purposes, we were rejected because the brand name differed from the legal nameI assume that we will encounter the same when we do this registrationHow does t… Yes, it will be the same as you must submit the business profile inside of GHL as you did for Twilio; it will not move overWhy, if you first clicked on "Sole Prop" registration and tried again, did it not let you switch to the Standard Registration? What should we do if that happens to us? Is there any way to restart and pick the "Standard Registration"? We will have to delete the sole prop on our end, and you will be able to submit the standard registration from thereI have a realtor that is a sole prop with no EIN but her profile name in the system is her name - Realty..Seeing If I need to update this just to be her name as it is listed on her tax returns? You must use your customer's information for registrationMore information here: https://www.twilio.com/docs/sms/a2p-10dlc/onboarding-isv-api-sole-prop-new Where can we find definitions for each use case? We will refer to this article from Twilio for now, and we will create a highlevel version soon: https://support.twilio.com/hc/en-us/articles/1260801844470-List-of-campaign-use-case-types-for-A2P-10DLC-registration How does it work If my corporation or sole prop is a Canadian-registered company? How does a Canadian business register? A new entity, known as Sole Proprietorship 2.0 that supports non-EIN customers will be available: https://www.twilio.com/blog/new-requirements-for-a2p-10dlc-registrations One alternative is to register for toll-free number registration: https://help.gohighlevel.com/support/solutions/articles/48001222300-toll-free-number-registration-for-lc-phone-us-canada-You can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener I am also sharing a messaging policy that will help you further on this https://help.gohighlevel.com/support/solutions/articles/48001213941 I have a UK Ltd company, the UK company number and all the fields are filled in but no option for Trust CenterMy Subaccount is a UK Company, though it's buying some USA numbersSo do I need to do this, as I don't have the option since I'm not a USA entity? No need to do thisYou can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener I am also sharing a messaging policy that will help you further on this https://help.gohighlevel.com/support/solutions/articles/48001213941 How do we use examples as a brand new company just getting started using High-Level SMS and do not have examples to provide? The examples are when you are trying to send campaigns workflows SMS templatesIt could be what you were planning to do with the text campaignHow do Facebook forms get "pasted in" here? You can get a share link to the Facebook form or a public hyperlinked to the screenshotIf you start with Sole Prop, can you upgrade later? You can reach out to support, and we will be able to remove the current registration and add a new oneSo what do we do if we need to re-register to select the "messages will include an embedded link", since we will send texts with links? You can reach out to support, and we will be able to remove the current registration and add a new oneCan we use our agency business information to register under multiple sub-accounts? No, you must fill out the information based on your clients businessIf our client's billing info is inside GHL, will these fees automatically be charged to them? Is there a setting for this? Once you enable with rebilling, everything should be rebilledMore information here: https://help.gohighlevel.com/support/solutions/articles/48001225291-how-do-i-analyze-my-agency-s-spending-on-lc-communications You say 3000 segmentsWhat constitutes a single segment? You can use https://twiliodeved.github.io/message-segment-calculator/ to check the actual number of segments & character length of your SMS textMore information here: https://help.gohighlevel.com/support/solutions/articles/48001203458-why-is-my-sms-cost-so-high What about new accounts in the future if approvals takes awhile? Approval timelines can vary, but it's advisable to plan for potential delays when onboarding new accountsHow does the ISV A2P 10DLC registration work within HL Trusthub? Steps outlined here: https://help.gohighlevel.com/support/solutions/articles/48001225526-lc-phone-system-trust-center Should we stop sending SMS broadcasts until we get approved? No need to do this You can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener I am also sharing a messaging policy that will help you further on this https://help.gohighlevel.com/support/solutions/articles/48001213941 Is the EIN tied to the organization or the individual? For example, if you were issued an EIN number and filed tax return as LLC that no longer exists, do you need a new EIN number or should be registered without one? If you don’t have a Tax ID (EIN), you should register a Sole Proprietor BrandSteps outlined here: https://help.gohighlevel.com/support/solutions/articles/48001225526-lc-phone-system-trust-center When you bring on a new client does the process still take 4 to 5 weeks for their approval? Yes, Approval timelines can vary, but planning for potential delays when onboarding new accounts is advisableYou can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery, but that doesn't mean you cannot use the system without itYou can follow these basic compliance rules, and you should be good to roll: 1Add Opt-Out Language in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 2Add SenderID in all the first SMS sent to a contact - https://highlevel.canny.io/changelog/compliance-senderid-and-opt-out-language-update 3Do not send SMS to SMS-incapable devices like landlines; enable the number validation feature for this - https://highlevel.canny.io/changelog/temporary-dnd-based-on-number-validation 4Avoid sending URLs shortened using a public URL shortener I am also sharing a messaging policy that will help you further on this https://help.gohighlevel.com/support/solutions/articles/48001213941 For Campaign Use Case, if we send multiple messages, like appointment reminders and mass marketing SMS, do we submit multiple times or select something like "Mixed" and describe all use cases as best we can? It's best to select "Mixed" and describe all the use cases as accurately as possible within a single submissionDoes the agency have to register for the client's sub-account or will they do that themselves in their sub-accounts? The agency can handle the registration for the client's sub-account, or the client can do it themselves if preferredWhat if we sign on new clients after August? New clients signed after August must complete the registration process and follow the updated guidelinesIs there a consideration for businesses in ad campaign-restricted categories that want to use SMS as a customer communication channel but are not using SMS for promotional messages? Yes, businesses in such categories can still use SMS for customer communication if they comply with the regulationsMake sure it's not listed here though: https://help.gohighlevel.com/support/solutions/articles/48001219617-forbidden-message-categories-for-sms-and-mms-in-the-us-and-canadaFor example, a licensed firearms re-seller or short-term loa… Is there something (white labeled) that we can give clients outlining the context of these changes, the steps within the platform that a client can take, and any tips to improve the odds of their approval? We are working on thisHere are all white label versions: https://help.leadconnectorhq.com/support/solutions/folders/48000689487 So if I sign a client in September, what should I do? Onboard them and tell him that we'll wait 5 weeks until we start? This would be extremely bad for my SaaS businessHaving to convince new clients and, even if I do, having to tell them to pay $… New clients signed after August must go through the registration process and follow the updated guidelinesZoom is asking to register CAD numbers as wellI know you mentioned that CAD numbers are not affected ut can we also register CAD numbers just to be proactive? No, Canada mobile carriers are not impacted at this timeCanadian mobile carriers may introduce registered A2P 10DLC solutions in the future, but carriers have not announced any plansIf I operate as a sole proprietor and use UAE - Dubai numbers instead of USA numbers, do you think I will be exempt from A2P 10DLC registration? It depends if your target audience is using US carriersIn regard to the registration of multiple sub-accountsI have over 40 subaccounts of rank and rent branded sites with Twilio numbersHow would I go about registering those? Do I just register all of them as Sole Prop with my cell phone number? Either agency or client will need to register for the business informationThe sms content needs to match with the brand registeredMore information here: https://help.gohighlevel.com/support/solutions/articles/48001229784-a2p-10dlc-campaign-approval-best-practices On the OTP mobile number, can I use my cell for all my clients as the agency administrator? or would it be my contact at the client's needs to get the code? Please provide a mobile number that you have access to confirm OTP verificationOnly US/Canadian numbers will be acceptedYou may not use a CPaaS phone number such as one obtained from TwilioYou cannot use the same mobile number to register more than 3 Sole Proprietor brandsThis limit is managed at the TCR level </s>
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<s>[INST] Common Unsuccessful SMS errors [/INST] Common errors in agency settings Maximum numbers reached for a sub-account: If you are on trial with Twilio, you can only have one subaccount. Once you upgraded to Twilio, the maximum number of subaccounts will be 1000 subaccounts. Closed subaccounts do not count toward this limit. If your upgraded project is approaching 1000 subaccounts, please contact Twilio Support to ask about raising this limit. Common Unsuccessful SMS errors in Conversation For more information about why your SMS was unsuccessful, please click the ⚠️(red triangle) icon to view more details: Common errors: Links mentioned above: - ErrorCode: 3XXXX7 - How to check message logs here - ErrorCode: 3XXX2 / Authenticate - Check out Why your account is suspended Solution: You can try to enable geo permission here. However, to guarantee two-way messaging (receiving incoming messages from end-users), you must use a number from the same country as your recipient. It's best to buy a phone number for the country your contact is in and use that as the default one. And delete the old default Twilio number. Since the current leads will be stuck with the original Twilio number as explained here: If you want to keep the original Twilio number, you can assign the phone number to the user, then assign the lead to the user, then you will be able to send from the new number. Another way is to recreate the contact. More information: https://www.twilio.com/docs/api/errors </s>
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<s>[INST] Adding Custom CSS/JS in community group [/INST] Group admins can now inject custom JavaScript (JS), Cascading Style Sheets (CSS), and HyperText Markup Language (HTML) code into their groupsThis allows for unprecedented levels of customizations TABLE OF CONTENTS How to Customize Your Groups FAQs How to Customize Your Groups Follow these steps to add custom code to your groups: 1Access Group Settings As a group admin/owner, navigate to your group dashboard, and find the group you wish to customize2Go to Branding Options Within the group settings menu, look for the "Branding" sectionClick on it to open the branding options for your group3Advanced Customization In the Branding section, you'll find an "Advanced" tab or option (scroll to bottom)Select this to access the advanced customization settings where you can input custom HTML, CSS, and JS4Adding Custom Code HTML: You can add custom HTML to modify the structure or content of your group's pagesThis is ideal for adding custom headers, footers, or unique content blocksCSS: Use CSS to alter the visual style of your groupThis can include changes to colors, fonts, layouts, and more, allowing you to align the group's appearance with your brand or preferencesJS: JavaScript can be used to add interactive elements or functionality to your groupThis could range from simple animations to complex features like custom forms or integrations5Preview Your Changes Before making your customizations live, take advantage of the preview featureThis allows you to see how your custom code affects the group's appearance and functionality, letting you make adjustments as needed without affecting the live site6Go Live Once you're satisfied with your customizations, save your changes to make them live for all group membersEnjoy your newly person FAQs Q: How do I check how my group looked before adding the code Check how the group looks without a CustomCode via this Link Check how the group looks with a CustomCode via this Link Q: What should I do if I'm experiencing issues in a community after applying custom code? A: If you encounter any problems within a community where custom HTML, CSS, or JavaScript has been implemented, it's important to isolate whether the issue is being caused by the custom codeTo do this, you can temporarily disable the custom code and see if the problem still occursSimply add 'customCode=false' to the end of the community's URL in your browser's address bar and press EnterThis action deactivates the custom code for your current session, allowing you to check if the issue persists without the customizationsIf the problem is resolved with custom code disabled, it indicates that adjustments to your custom code may be necessary </s>
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<s>[INST] Mailgun - Overview [/INST] What is Mailgun? Mailgun is a third-party service we use to send emails in bulkSimilar to how we use Twilio to send text messages and callsFor new onboarding agencies, you will be using LC email by default, which is living under our Mailgun accountHow much will Mailgun cost? Mailgun's Foundation plan is starting at $35/monthLearn more about Mailgun pricing hereWhat domain should I use? We recommend using a subdomain with Mailgun, like "mg.mydomain.com"Using a subdomain you will be able to send emails from your root domain e.g"you@mydomain.com"If using a subdomain please make sure that you configure MX records for the subdomain for optimal deliveryThis is configured within your Mailgun accountNote: You can only add domains you ownYou will need to update the domain's DNS records to verify that you are an authorized owner or sender for this domainThere are two different ways to set up Mailgun with HighLevel: Pros: Cons: 1One Sub-domain You can set up one sub-domain in Mailgun for your marketing agency domain and use that same sub-domain for email sending across all of your client accounts in HighLevel Easy setup - only need to set up one subdomain for your domain which you already have access to Emails are white-labeled to your marketing agency domain or you can buy a generic domain so it will not show any agency branding If your domain gets disabled (gets a bad score due to bounce rates) email will stop working for all of your clients since all of their accounts are powered by the same domainThe solution: don't send spammy emails to poor email addresses :-) 2Multiple Sub-domains You can set up a subdomain in Mailgun for each of your client's domains and use that subdomain for sending for their specific HighLevel accountOnce you set up a unique domain/subdomain for each location to capture cold inbound emailsLearn more about Cold Email Inbound Setup hereEmails are white-labelled per the client domain If a client's domain gets disabled email only goes down for their client account Difficult setup - time-consuming having to set up a subdomain for all of your clients and getting access to each of their domains </s>
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<s>[INST] Feature Document - Multiple Dashboards [/INST] TABLE OF CONTENTS Feature 1 - Creating Dashboard Feature 2 - Clone Dashboards Feature 3 - Manage Permissions Feature 4 - Delete Dashboards Feature 5 - Pin Dashboards Feature 6 - Default Dashboard Feature 7 - Granular Insights Feature 8 - Exporting Widget Records The Multiple Dashboards feature is a groundbreaking addition to the GHL platform, enhancing your dashboard experience and providing unprecedented flexibilityWith this update, users can create, manage, and customize multiple dashboards, tailoring their data visualization to unique needsThe introduction of these features empowers users to elevate their analytical capabilities, offering a more intuitive and personalized experienceKey Benefits: Enhanced Flexibility: Users can now go beyond the constraints of a single dashboard, allowing them to organize and view data in a way that suits their preferencesTime Savings: The ability to clone dashboards simplifies the process of creating new dashboards, saving time and effort for users who need similar configurationsGranular Control: Custom permissions ensure that data is shared selectively, with users having precise control over who sees specific dashboardsOrganized Insights: The option to delete dashboards and pin favorites enables users to maintain a clutter-free and organized dashboard environmentFeature 1 - Creating Dashboard Users can create new dashboards to curate data and insights according to their specific needsThis functionality is available to users on the $497 and higher plans, including both Agency and Account usersFeature 2 - Clone Dashboards This feature enables users to duplicate existing dashboards, streamlining quick modifications and minimizing repetitive setupBoth users with Full and View-only access have the capability to clone an existing dashboard Feature 3 - Manage Permissions Owners and Users with FULL access to a dashboard can manage permissions for different rolesDashboards can also be set as Private Dashboards, which won't be visible to other team membersFeature 4 - Delete Dashboards Dashboard Owners can remove dashboards they no longer need, decluttering their workspaceFeature 5 - Pin Dashboards Users can prioritize important dashboards by pinning them for quick and easy accessFeature 6 - Default Dashboard Users can set Default Dashboard and ensure that everyone starts their day with the most critical information at their fingertips, without any hassleDefault dashboards serve as the primary landing page for all users, while pinned dashboards are personal favourites that individual users can access quicklyFeature 7 - Granular Insights Users can view records and granular details for all charts and widgets by clicking on any component, whether it's a node on a line graph or a bar in a bar graph, to unlock a treasure trove of dataThe records can also be downloaded by clicking on the export icon on the record view pop upFeature 8 - Exporting Widget Records The records can be downloaded by clicking on the export icon on the record view pop up for widgetsFor Table widgets the export icon is present on the widgetFeature 8 - Exporting Widget Records Previously, data mismatches between dashboard widgets and other platform modules caused confusion, stemming from differing time zonesWith this solution, users can effortlessly synchronize their dashboard data with their local time, enhancing efficiency and accuracyThis feature provides users with the flexibility they need to optimize their data analysis </s>
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<s>[INST] Customising Review Widgets in Reputation Management [/INST] Review Widget Customisation in reputation management is not just about making reviews look good; it's about strategically leveraging customer feedback to boost reputation, build trust, and drive conversionsBy personalising review widgets to align with brand identity and audience preferences, businesses can harness the full potential of their online reviews and thrive in the digital landscapeKeeping this in mind, we introduce the new and improved Review Widget customisation featureThis powerful tool allows you to create and tailor review widgets to perfectly match your brand's style, content, and preferencesWhether you're a seasoned user or just getting started, this guide will walk you through the process of creating and customising your review widgets step by stepTABLE OF CONTENTS 1Accessing the Review Widget Customisation Tool 2Layout Tab: Configuring Widget Structure 3Content Tab: Editing Widget Header and Description 4Appearance Tab: Choosing Themes and Colours 5Settings Tab: Fine-Tuning Widget Behaviour 6Saving, Naming, and Managing Your Widgets Conclusion 1Accessing the Review Widget Customisation Tool To get started with customising your review widgets, click on Reputation and navigate to the Widgets tabClick the "Create New Widget" button to begin crafting your custom review widgetAlternatively you can also choose from the existing template from the templates tab2Layout Tab: Configuring Widget Structure In the "Layout" tab, you can define the fundamental structure of your widget: Select your preferred widget type: List, Masonry, Grid, or LegacyThe Legacy widget type retains the characteristics of our original widget style, primarily for backward compatibility, and offers limited customization optionsChoose the source of your reviews, such as GMB and FBDefine the maximum number of reviews you wish to showcaseSelect the Maximum Ratings you wish to showcase in the Widget Toggle the option to enable or disable the "Powered by" section that is displayed at the end of the review widget3Content Tab: Editing Widget Header and Description In the "Content" tab, you can fine-tune how your widget appears: Enhance Widget Title and Description: Craft compelling and on-brand widget titles and descriptionsCustomise them to effectively communicate your messageHeader Section Customisation: In the header section, you have the option to enable/disable the display of the rating, total review count, and "Write a review" button within the widget4Appearance Tab: Choosing Themes and Colours The "Appearance" tab gives you control over the visual style of your widget Choose from Light, Dark, or create a Custom themeIf you opt for Custom theme, customise individual component colours such as widget heading colour, reviews colour, star rating colour, Background colour, Border colour and more5Settings Tab: Fine-Tuning Widget Behaviour In the "Settings" tab, you can further refine your widget's behaviour: Enable or disable review elements like the display of the review date and reviewer iconChoose to exclude reviews containing no descriptionGenerate an embed code for your websiteCopy the provided code and paste it into the HTML of your website to display your widget where you want itAlternatively you can also copy code directly from the copy code icon at the top right of the widget screen 6Saving, Naming, and Managing Your Widgets Give your widget a meaningful name for easy referenceYou can view all your saved widgets in the saved widgets tabChoose to save your widget for later use or make it live immediatelyYou can also delete widgets you no longer require by clicking on the triple-dot menu at the widget's upper cornerConclusion With our Review Widget Customisation feature, you have the flexibility to create stunning review widgets that align with your brand's identityCustomize the layout, content, appearance, and settings to create widgets that captivate your audience and enhance your online reputationStart creating your custom review widgets today and make a powerful impression in the digital world </s>
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<s>[INST] The HighLevel Affiliate Policy [/INST] You can find the Affiliate Policy here: https://www.gohighlevel.com/affiliate-policy </s>
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<s>[INST] Call Status Workflow Trigger Setup [/INST] Two ways to capture Call results: 1. Call Connect feature This feature requires that the receiver press a key in order to connect the call, this will result in higher accuracy for call reporting. After you enable this option, you will need to update the whisper message as this feature requires that the receiver press a key to connect the call. 2. Call timeout If you don't want to use the Call connect feature, you can adjust the Incoming Call Timeout according to how soon the forwarding number's voicemail answers. We recommend using a Call Timeout of 20 seconds or lower depending on your forwarding number. E.g. If your forwarding number's voicemail answers within 15 seconds, set the Call Timeout to 10 seconds so it will drop the Call forwarding before it reaches your voicemail. This will mark the Call as answered because we are not able to know if it's a human or a voicemail answering the call. You can upload your own voicemail here. Read more: Why the Call status workflow trigger is marking calls as completed when the client didn't answer the call? </s>
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<s>[INST] How to Setup SFTP for your WordPress Site [/INST] SFTP is a way for you to access the files and folders on a website via a client program on your local computer. SFTP stands for Secure File Transfer Protocol (or SSH File Transfer Protocol). It was designed as an extension of the SSH (Secure SHell) protocol. We only support SFTP connections within the CRM to ensure your data remains safe and encrypted. Covered in this Article: How to use SFTP to connect to your WordPress site? How to use SFTP to connect to your WordPress site? 1. Go to Sites -> WordPress -> Advanced Settings -> FTP Access 2. Click on Generate Credentials. Your credentials will be available in a few minutes. 3. The Host URL, Port number, Username, and Password can be used to log in to a client program and access the WordPress files. Make sure to keep these credentials safe. The UserName and Password are unique for each user and you can even reset these credentials. There are many free and premium ones to choose from, we recommend one of the following: FileZilla (Free – macOS or Windows) WinSCP (Free – Windows) FlashFXP (Premium – Windows) Cyberduck (Free – macOS or Windows) Transmit (Premium – macOS) </s>
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<s>[INST] Google Organic Booking [/INST] In This Article What is Booking Redirect? Who is this applicable for? What do you need? Uploading Feeds Tips for Success How to Disable Integration? What is Booking Redirect? Google Booking Redirect a.k.a Google Organic Booking refers to the process of customers finding and booking services directly from a business's Google My Business (GMB) listing, without any involvement of third-party booking platforms or paid advertisementsWhen users search for a specific service or business on Google, and the business has enabled booking functionality through their GMB profile, customers can book appointments or services directly from the search results page or the business's Google Maps listingThis feature allows businesses to streamline the booking process for potential customers, providing a convenient way for users to schedule appointments without visiting the business's website or using external booking platformsGoogle Organic Booking helps businesses attract and convert local customers by making the booking experience seamless and accessible directly from Google searchWho is this applicable for? This feature can be used by users who have businesses in the following countries: Following are the Business verticals this is applicable for with some exclusions What do you need? You must have a Google Business Profile for this feature Uploading Feeds Go to Calendars Settings > Connections > Organic Booking Redirect Step 1: Primary Action Feed (Book Online Button) Create a Booking Page: Set up a Service Menu or a Group of servicesThis detailed view helps customers choose services easilyUpload the Primary Action Feed: This link enables customers to directly book servicesEnsure it’s active and user-friendlyThe Primary Feed action link would be added to the Book Online button as shown in the below example Step 2: Individual Service Booking List Your Services: Any calendar which you have created can be used here which would show up under the services tab on Google Upload Individual Service Feeds: If you want certain calendars (services) to be shown you can select those Calendars in the Individual Service Booking dropdownEnsure the Calendars have Description: Please ensure that the calendars you are selecting have a clear description matching to the Name of the Calendar / ServiceThis is crucial to get these validated on Google's endIt usually takes 1-2 weeks for the feeds and profiles to be verified for the first timeThe Calendars which you upload in the Service Feed would appear on Google similar to the example shown belowTips for Success: Clear Descriptions: Make sure your services and calendars have clear, concise descriptions that match their namesLink Accuracy: Please ensure that you are selecting only service menu or group in the Primary Action Feed and Individual calendars Service Links Regular Updates: Keep your information currentUpdate your offerings and descriptions as needed for accuracyHow to Disable Integration? Users have the option to disable Google Organic Booking with a simple toggle in Calendar SettingsBy disabling the integration, the system refrains from uploading any feed to GoogleConsequently, the end customers won't find the option to discover and book services directly from a business's Google My Business (GMB) listingTo disable the integration: Navigate to Calendar Settings > Connections Tab In the Account Connections tab, locate the Google Organic Booking sectionToggle the switch to disable Google Organic Booking </s>
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<s>[INST] How to generate images for Social Planner using Content AI [/INST] Content AI is a powerful AI-powered assistant designed to generate high-quality content, including text and images, to enhance productivityIt's an innovative tool that can help users craft unique social media posts, focusing on creating realistic images from descriptive natural languageWhether you're building a digital art representation or a realistic photo, Content AI makes content creation a breeze with easy activation and an intuitive interfaceCovered in this Article: What is Image Generation using Content AI? What are some usage cases for this feature? Competitive advantages of Image AI: How to use Image AI in the Social Planner? Things to keep in mind: Step 1: Go to Marketing > Social Planner > New Post Step 2: Select the social you want to publish once you create a new postStep 3: Click on the Image upload icon and select the Generate Image with AI option in the dropdownStep 4: For generating the image Step 5: If the details of the image are as per your requirements, click ContinueFAQs Q: How many styles can I generate for the image? Q: I want to check the old image-generated contentWhere can I check it out? Q: Can Content AI help me create a series of themed images for a social media campaign? Q: What happens if I provide a fantasy or abstract description? Q: How can I leverage the 'number of variations' feature for my social media strategy? Q: Is there a limit to how many AI-generated images I can create? Q: Can Content AI create animations or GIFs based on my description? Q: Can Content AI understand and interpret metaphors in the image description? What is Image Generation using Content AI? Image Generation using Content AI is an innovative feature that creates unique images based on user-provided descriptionsIt's a crucial part of the Social Planner platform, where it assists users in making their social media posts more engaging and visually appealingWith Social Planner, users can plan their social media content, while Image Generation using Content AI handles the creative aspectUsers input a description of the image they want to create in natural language, choose the number of variations they wish to see, and select the Style for the imageContent AI then processes this information and generates a unique image that aligns with the description and style preferencesThis feature is particularly useful for content creators, marketers, and social media managers, as it allows them to create custom images for their posts without needing advanced graphic design skillsWhat are some usage cases for this feature? Social Media Campaigns: An agency preparing a campaign for a client's new organic skincare line can generate various images with "A minimalist organic skincare product set against a backdrop of natural greenery." Promotional Events: When promoting an upcoming webinar, you can create engaging visuals with the description, "A digital webinar invite with a sleek laptop, a hot cup of coffee, and a notepad on a desk." Brand Awareness Posts: Boost brand visibility with posts like "An inspirational workspace showcasing a logo-branded mug and stationary." Client Testimonials: Turn textual client testimonials into engaging visualsFor instance, an image of a "happy client holding a sign with a positive testimonial" can be createdHoliday Greetings: You can schedule a series of holiday-related posts using images from descriptions like "A warm, cozy winter scene with a cup of hot chocolate and a message of Happy Holidays." Educational Content: You can create informational posts related to industry insightsFor example, "An engaging infographic on latest social media trends." Product Launches: For a client releasing a new line of sneakers, generate images with "A trendy pair of sneakers on a graffiti background." Content Series: You're running a 'Tip of the Week' series on productivity hacksGenerate images using descriptions like "A serene home office with a tip on time management overlay." Employee Features: Spotlight team members by generating images with descriptions such as "A professional portrait of [employee name] with a brief bio." Themed Posts: For something like a 'Throwback Thursday,' generate images that fit the theme, for example, "A vintage-style photo of an old-style typewriter with a caption about how marketing has evolved." Competitive advantages of Image AI: AI-Generated Imagery: Unlike platforms like HubSpot, Salesforce, Zoho CRM, Sprout Social, and Hootsuite, this tool goes beyond standard social media management features by providing AI-powered image generationThis means that users can produce unique, engaging visuals from simple textual descriptions, not merely from a repository of pre-existing stock imagesUnprecedented Creativity and Customization: The capacity to generate images in many styles – from photography to fine art to digital art – introduces customization and creativity that other CRMs like Salesforce and HubSpot don't offerThis opens up a world of possibilities for brand expression, enabling users to design more personalized and brand-consistent visualsUnified Content Creation Process: By merging social post planning with AI-powered image creation, content production becomes seamless and efficientUnlike using Zoho CRM or Sprout Social, where you might need to juggle different platforms for image sourcing and post-scheduling, this feature allows users to plan and create all within a single platformEfficiency in Time and Resources: The use of AI for image generation helps to eliminate the necessity for a dedicated graphic designer or the time-consuming task of scouring image repositories – an advantage over traditional social media management tools like HootsuiteThis results in significant savings in time, effort, and financial resourcesScalability: With AI-powered image generation, the capacity to produce content scales with your needsWhether creating a few social posts or launching a comprehensive campaign, this feature can support your efforts more effectively than conventional tools offered by CRMs like Salesforce or ZohoHow to use Image AI in the Social Planner? Please Note: Image AI needs you to have Content AI enabled for that account for it to work, please refer to this article on how to enable Content AIThings to keep in mind: Avoid Promotional Language: Words like "discount," "sale," or another promotional verbiage may not translate well in the context of image generationThe AI does not understand these concepts as humans do, and it may confuse the generation process leading to results that may not meet your expectationsDescribe Realistically: The AI generates images based on the specific elements you describeTherefore, it's best to provide descriptions that resemble real-world scenariosFor instance, instead of saying "20% discount on shoes," describe the scene as "A stylish pair of running shoes placed next to a gym bag." Be Clear and Concise: While creative, ensure your description is clear and conciseOverly complex or vague descriptions might lead to inaccurate image generationFor example, instead of saying, "an exciting place where kids have fun," you could say, "A colorful children's playground with slides and swings." Avoid Symbols: As the AI interprets symbols differently, avoid including them in your descriptionsFor example, using the "$" sign to imply something is expensive might not give the expected resultInstead, describe it as "A luxurious diamond necklace in a velvet box." Specify Important Details: If certain elements are crucial for your image, mention themFor instance, if you're describing a room and a certain color scheme is essential, include thatSpecificExperiment and Learn: The more you use the tool, the better you'll understand what type of descriptions yield the best resultsDon't hesitate to try various descriptions and styles to see what works best for your needsStep 1: Go to Marketing > Social Planner > New Post Please Note: Enable the permissions for users to use Content AI in sub accounts by heading to Settings> My Staff> Edit a user> User PermissionsStep 2: Select the social you want to publish once you create a new postStep 3: Click on the Image upload icon and select the Generate Image with AI option in the dropdownStep 4: For generating the image Describe the image - Enter the description of the pictureContent AI will generate realistic images and art from a description in natural languageChoose the number of Variations -Choose the Number of variations from 1 to 5 Choose Style for the image - Three style categories are Photography, Digital Art, and Fine ArtPlease Note: Please avoid words like discount, sale or any symbols in the descriptionPlease describe in realistic manner as given in exampleExample 1 Describe the image - A vibrant fruit salad in a glass bowl Choose the number of Variations - Select two variations Choose a style for the image - 3D Model Example 2 Describe the image - Serene sunrise over a mountain range Choose the number of Variations - Select four variations Choose a style for the image - Photo Step 5: If the details of the image are as per your requirements, click ContinueFAQs Q: How many styles can I generate for the image? Content AI provides photo, film, Dreamlike, Digital Art, Poster, Vector, Colorful, 3D Models, Pastel Art, Sketch, Watercool, and Color PencilsQ: I want to check the old image-generated contentWhere can I check it out? To check the generated content via Content AI, go to Automation> Content AI to learn more details and see the various content generatedQ: Can Content AI help me create a series of themed images for a social media campaign? A: Absolutely! You can use consistent descriptions and styles in Content AI to create a series of related images to provide a unified aesthetic for your campaignQ: What happens if I provide a fantasy or abstract description? A: Content AI is versatile and can interpret and generate images from various descriptions, including fantasy or abstract onesHowever, the results may vary based on the specifics of the descriptionIt's always worth trying out! Q: How can I leverage the 'number of variations' feature for my social media strategy? A: The 'number of variations' feature allows you to explore different interpretations of your image descriptionThis can be particularly useful for A/B testing, enabling you to understand which type of visuals resonate best with your audienceQ: Is there a limit to how many AI-generated images I can create? A: As of my last update, there isn't a specific limitHowever, usage policies may vary, so checking the current terms and conditions for accurate information is recommendedQ: Can Content AI create animations or GIFs based on my description? A: Content AI is designed for static image generation as of the last updateIt may not support animations or GIFsQ: Can Content AI understand and interpret metaphors in the image description? A: While Content AI can interpret a wide range of descriptions, it might struggle with metaphors as they require a level of abstract thinking that AI has not fully mastered yetIt's recommended to use literal, clear descriptions for best results </s>
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<s>[INST] Action - Webhook [/INST] A Webhook (also called a web callback or HTTP push API) is a way for an app to provide data to other applications API URL triggered by, events. Fire a POST or GET Method Webhook with Standard Data and Custom Data/ Custom Headers POST Method GET Method Note: The data is sent one-way and we do not handle the response received from POST/GET method </s>
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<s>[INST] How to get customer consent or track legal basis to process your lead's or customer's personal data [/INST] Disclaimer : This is not legal advice. This help article is for informational purposes only. Always consult with your own legal counsel. What is personal data? Any information which are related to an identified or identifiable natural person Where can personal data be collected? Funnels & Websites Pre-requisites Privacy policy should be displayed during obtaining the personal data Get your customer's consent to process their personal data or make sure you have a legal basis for doing so. How to get consent from your customers Forms & Forms embedded on websites or funnels Surveys & Surveys embedded on websites or funnels Webchat Calendars & calendars embedded in funnels or websites Order forms embedded in funnels or websites How can you track your "legal basis" for processing customer's personal data if they have not expressly consented to the processing Create a tag for it and apply it to such contacts (where it applies) either manually or by means of an automation </s>
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<s>[INST] How to manage permissions for a dashboard [/INST] TABLE OF CONTENTS Introduction to Dashboard Permissions Permissions for Different Roles Hierarchy for Roles and Permissions How to Manage and Update Dashboard Permissions Step 1: Setting Up Permissions While Creating a New Dashboard Step 2: For an existing dashboard, click on the 3 dots Step 3: Click on "Manage Permissions" Step 4: Update Permissions Step 5: Save Your Changes What's Next: Introduction to Dashboard Permissions Tailor your dashboard experience by setting custom permissions according to your preferencesWhether you prefer privacy or collaborative sharing, our platform allows you to customize permissions seamlesslyDashboards offer the following levels of permissions: Level Description FULL Gives the person the ability to create, edit, share, and delete Dashboards EDIT Gives the person the ability to edit a dashboard and the widgetsThe person isn't able to delete the dashboardVIEW Gives the person read-only access to a Dashboard ACCESS Restricts access to the dashboard entirely Here are how different actions on dashboards work for different level of permissions FULL EDIT VIEW NO ACCESS PRIVATE DASHBOARD OWNER Manage Permissions ✅ ❌ ❌ ❌ ❌ ✅ Delete Dashboard ✅ ❌ ❌ ❌ ❌ ✅ Set as Default Dashboard ✅ ❌ ❌ ❌ ❌ ✅ Edit Dashboard ✅ ✅ ❌ ❌ ❌ ✅ Clone Dashboard ✅ ✅ ❌ ❌ ❌ ✅ View Dashboard ✅ ✅ ✅ ❌ ❌ ✅ Duplicate to another Sub-Account (Only Agency Level) ✅ ✅ ✅ ❌ ❌ ✅ Note: - Only Account Admin or Agency Roles with FULL access to a Dashboard are eligible to set it as a default dashboards- Duplicate to another Sub-Account is only accessible to Agency RolesPermissions for Different Roles Permissions screen and options changes as per the role of the logged in user Agency: Agency Admins will always have FULL access to all dashboards expect Private DashboardsAgency can set access and permissions rules for Agency Users, Account Admins and Account Users Account: Account users can set access only for Account Admins and Account users Agency Admins and Agency Users will always have FULL access to dashboards created by Account Admins/Users except Private DashboardsHierarchy for Roles and Permissions Dashboard Permissions within our platform follow a clear hierarchy to ensure smooth management of access levels: Agency Admins > Agency Users > Account Admins > Account Users This hierarchy dictates that permissions for lower-level roles are automatically adjusted based on changes made to higher-level roles, and vice versaExample: Let's consider a scenario where both Account Users and Account Admins have EDIT permissions: If the permission for Account Admins is modified to VIEW only, the permission for Account Users will also be automatically adjusted to VIEWThis logic ensures that lower-level roles cannot possess higher access levels compared to higher-level roles, maintaining consistency and security across the platformHow to Manage and Update Dashboard Permissions Step 1: Setting Up Permissions While Creating a New Dashboard Customize permissions during the dashboard creation processFor detailed instructions on creating a new dashboard, refer here By default, new dashboards are set to PrivateClick on the toggle to change the permissions for the dashboard Step 2: For an existing dashboard, click on the 3 dots Navigate to the dashboard you want to manageClick on the three dots located at the top right corner of the dashboardOnly Dashboard Owners and Users with FULL permission can manage and update dashboard permissions Step 3: Click on "Manage Permissions" Step 4: Update Permissions Toggle Private Dashboard to keep the dashboard exclusively for yourselfAgency Admins will get FULL access to all non private dashboardsIf you want to share the dashboard with other team members and roles, make sure that the Private Dashboard toggle is off Update the permissions as per the requirement Step 5: Save Your Changes Click on "Save" to apply the updated permissionsWondering which plan unlocks the customizable multiple Dashboards? It's currently available exclusively for the $497 plan and beyondIf you're on the $97 or $297 plan, we recommend leveling up to unlock this featureWhat's Next: How to Edit a dashboard How to clone a dashboard (in the same location) How to pin dashboards as favourite </s>
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<s>[INST] Sub-Account Transfer FAQs [/INST] TABLE OF CONTENTS What is a sub-account transfer? Can I merge one sub-account with another? How long does it take? "(transfer process overview)" What is all of the information that is transferred over? What is all of the information that is not transferred over? What sub-account can be transferred? What agency can I transfer over to? What prep do I have to do to the sub-account before transferring? How do I request a sub-account transfer? What is the setup that I will need once the transfer is made? How do I find out the progress of a sub-account transfer? To begin a Sub-Account Transfer Request..You can request a sub-account transfer by filling out the Sub-Account Requestor Form FAQ What is a Sub-Account transfer? A sub-account transfer is the movement of a sub-account from one Agency (From Agency) to another Agency (To Agency)It is not a mergeWe cannot merge the data of one sub-account and put it in another, nor can we transfer the sub-account partially (some data not others)Can I merge one Sub-Account with another? NoSub-Account transfers are a movement of the entire sub-account, not a movement of just the data inside of itThis movement takes place from one agency to another(Imaging moving a houseA sub-account transfer would be like picking up the entire house (the sub-account) and moving it from one neighborhood (From Agency) to a new neighborhood (To Agency))How long does it take? "(transfer process overview)" The entire sub-account transfer process time depends highly on how fast the Requestor and the From Agency Owner will complete the two forms (Transfer Requestor Form and Transfer Authorization Form) with the correct informationOnce both forms are filled out, it could take up to 72hrs for us to verify the information and complete the transferSub-Account Transfer Overview Sub-Account Requestor Form is filled out Email containing a link to the Transfer Authorization Form is sent to the From Agency OwnerFrom Agency Owner fills out the Transfer Authorization Form verifying the same information filled out by the Requestor and the Credit Card information in the From Agency(This form submission will create an Official Sub-Account Transfer Ticket)We will verify all of the information on the Official Sub-Account Transfer Ticket and then complete the transferNotification emails will get sent to the To Agency and the From Agency owners stating that the Transfer is completeWhat is all of the information that is transferred over? Websites and funnels will all be transferredGHL calendars will get transferred overNote, that the external calendar integrations will be disconnectedAll automation will be transferred overNote, that they will all be set to draftContacts and their conversations, appointments, opportunities, and history will be transferred overNote that sub-account transfers are the only way to move conversationsDo users get transferred over? YesPlease ensure that all users that you want to be transferred over are User Type ‘Account’ and only assigned to this specific sub-account being transferredWhat is all of the information that is not transferred over? All auth connections will be deleted (ex: Google, FB, Instagram, Quickbooks, Clio, DrChrono, Yext) All Facebook and Google settings will be cleared Sub-Account-level Stripe fields will be cleared Any SaaS setting will not be transferred over (SaaS will need to be disabled before the transfer takes place) Does my Mailgun/SMTP and Twilio get transferred over? Smartlists do not get transferred over with the sub-account currently NoIt is the New Agency owner receiving the sub-accounts responsibility to set up their email (Mailgun/SMTP) and phone (Twilio) sendersNo phone numbers will be transferred over by HighLevelIt is your responsibility to work with the previous account owner as well as Twilio to move over any and all phone numbers that you may want to keep connected to the transferred sub-accountWhat Sub-Accounts can be transferred? Can I transfer a HIPAA-enabled Sub-account? We can ONLY Transfer HIPAA-compliant sub-accounts if the Agency that you are wanting to transfer to ALSO has the HIPAA Compliance add-on package purchased from the HighLevel MarketplaceWhat agency can I transfer over to? You will be able to transfer a sub-account to any agency that is active or on trial (not cancelled, whether it be due to failed payments or a cancel request) with a $297 or $497 subscription ($2,970 and $4,970 annual subscriptions included)You can only transfer (a) sub-account(s) to an agency with a $97 subscription as long as the sub-account(s) will not make New Agency exceed the two sub-account limitWhat is the prep that I have to do to the sub-account before transferring? Set all users that you want to be transferred over are User Type ‘Account’ and only assigned to this specific subaccount being transferredSet all campaigns, triggers, and workflows to ‘Draft’Any SaaS sub-account will need to have SaaS disabled How do I request a sub-account transfer? You can request One sub-account transfer at a time following the instructions in this article: Sub-Account Transfers: All you need to knowIf you have multiple sub-account transfer requests, use the following link: Bulk Sub-Account Transfer Request What is the setup that I will need once the transfer is made? You will need to reconnect all auth connections (ex: Google, FB, Quickbooks, Clio, DrChrono) You will have to reintegrate Facebook and Google You will have setup the sub-account-level Stripe You will have to re-add LC Email, Mailgun/SMTP, LC Phone, and Twilio (No phone numbers will be transferred over by HighLevelYou will have to work with the previous account owner as well as Twilio/HL Support to move over any and all phone numbers to the sub-account in a separate ticket.) You will have to make sure to set campaigns, triggers, and workflows to activeYou will have to re-add your domains Any SaaS sub-accounts will have to have SaaS reenabledHow do I find out the progress of a sub-account transfer? You can ask our support team to check the status of a sub-account transfer only after you have filled out the sub-account Requestor FormNote that once that form is filled out, the From Agency will still need to fill out the Transfer Authorization Form before we can even process the transferProvide our support team with the following information (these should match what you filled out on the requestor form) so that they can locate your request: Requestor Name, To Agency, From Agency, Sub-Account ID </s>
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<s>[INST] Understanding Opportunities in HighLevel [/INST] Opportunities in HighLevel represent potential sales or deals at various stages of the sales pipeline. They encapsulate leads or prospects showing interest in products/services, ripe for conversion into paying customers. In This Article Pipeline Integration Stage Progression Opportunity Status Data Management Key Concepts: Pipeline Integration Opportunities are managed within pipelines which in turn are series of consecutive stages. Customizable pipelines align with unique sales processes and business goals. Learn more about pipelines here Stage Progression Opportunities advance through pipeline stages, signifying their position in the sales cycle. Stages typically include "Prospecting," "Qualification," "Proposal," and "Negotiation" Opportunity Status "Open", "Won", "Lost" and "Abandoned" are opportunity status which are present by default. An opportunity can be in one of the four statuses and we can use these to prepare filters for the same. Learn more about Opportunity Statuses here Data Management Robust data management within opportunities tracks opportunity source, contact details, opportunity value, and notes. Users can also streamline communication and task assignment under Opportunity - linked contacts, enhancing workflow efficiency and timely engagement. Other Useful Links Creating Opportunities Creating Pipelines Utilizing Automation: TBA </s>
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<s>[INST] Add Product Element in Email Campaign [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=A0LqS_EIyaI https://www.youtube.com/watch?v=yP1o_n_WXjs https://www.youtube.com/watch?v=TAW26W-kve8&feature=youtu.be https://www.youtube.com/watch?si=yYL2KE12lN1IAHJH&v=wTchUZBdEIQ&feature=youtu.be Email Campaign now dazzles with the ability to showcase your amazing products! Get ready to captivate your audience like never before! Adding a product catalogue in emails serves several crucial purposes: 1Visual Engagement: Captivate your audience with stunning visuals of your products, making your emails far more engaging and memorable than plain text2Convenience is Key: Allow customers to effortlessly browse through a curated selection of offerings right from their inboxNo need to navigate away, saving them time and hassle3Boost Conversion Rates: Leverage the power of visual persuasionStudies have shown that emails with product catalogs enjoy higher conversion rates, simplifying the path from browsing to buying4Tailored Personalization: Customize product selections based on customer preferences and behaviorProvide a unique shopping experience that resonates and increases the likelihood of a purchase5Cross-Selling Opportunities: Showcase complementary or related items alongside main products, unlocking additional sales potential with every email6Spotlight New Arrivals & Promotions: Instantly draw attention to new products, special promotions, or exclusive offersCreate a sense of urgency and excitement that drives immediate action7Strengthen Brand Identity: Consistent, visually appealing presentations reinforce your brand's identityCustomers easily recognize and remember your unique style and offerings8.Unparalleled Insights with Analytics: Gain valuable insights by tracking customer interactions with specific productsUnderstand what captivates your audience the most, refining your marketing strategy9.Mobile-Friendly Experience: Optimize your product catalog for various screen sizesWith the prevalence of mobile browsing, ensure a seamless experience for users on the go10Gain a Competitive Edge: Stand out in a crowded inboxOffering a visually enticing product catalog sets you apart from competitors relying solely on text-based emails11Forge Stronger Connections: Elevate your customer relationships by providing a convenient, visually appealing shopping experienceStrengthen brand loyalty and build lasting connectionsHow to use Product Element in Email Campaigns? 1Go to Marketing > Emails > Campaign 2Create New Campaign or go to other draft campaigns 3In the element, there will be option to add products 4Prerequisite for using product element- Add Product Element in Payments > Products with one time or subscription with title, description and images5Add items of product which you would like to add 6You can also choose the designs option about how to showcase in your newsletter 7There are option to show the title, description, prices 8There option to rename the button 9In URL, you can add url redirect of funnel, website or ecomWhat does the future holds with Product Element? We will allow direct custom checkout to convert product sales There will be option to redirect to specific product detail pages in future with ecommerce Product Element will help in recording ROI and revenue per recipient </s>
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<s>[INST] How to import a Funnel From ClickFunnels? [/INST] 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." </s>
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<s>[INST] Offer Duration: Set an expiry date or establish a start date for the offer. [/INST] Overview Our newest functionality enables course creators to define a fixed access period for members from the moment they sign upThis feature allows for the provision of access to members for defined durations — including 6 months, 2 months, 1 week, or even a single day, commencing on the registration dateOnce this timeframe concludes, access is automatically withdrawn, simplifying the management of memberships and providing a straightforward, time-limited access approachAdditionally, creators have the option to specify a start date for access, ensuring that offer activation aligns with a predetermined dateSetting Up Access Duration Step 1: Define Offer Access Validity Duration Navigate to the Offer Setup: Start by selecting the offer you wish to modify or create a new offerAccess Duration Settings: Within the offer details page, look for the section labeled "Offer Access", select the checkbox with "Restrict access to specific amount of days" Specify Validity Duration: Enter the desired validity period in daysFor example, for a 6-month access, enter 180 (based on a 30-day month), for 2 months enter 60, for 1 week enter 7, and for 1 day, simply enter 1Step 2: Save and Apply Confirm Settings: Review the access duration you've set to ensure accuracySave Changes: Once satisfied, save your changesThis duration will now be applied to the offer, starting from a member's sign-up dateOnce saved, make sure to publish your offerHow It Works Automatic Revocation: Upon the expiry of the predefined expiry date, the system will automatically revoke the member's access to the content of the courseSpecify a start date for access Step 1: Define Offer Start Date Navigate to the Offer Setup: Start by selecting the offer you wish to modify or create a new offerOffer access begin date: Within the offer details page, look for the section labeled "Offer Access", select the checkbox with "Begin access at specific date"Enter Date: Enter the desired dateThe offer will begin at this specified dateGranting members access to your content on a pre-determined date is perfect for product launches and pre-salesHow It Works Pre-Start Visibility: If an offer begins on a specific date and a user signs up before this date, they will be directed to the course page but will not be able to start the course or access any lessons or contentThey will only see the overview pageNOTE: Course Creators can choose either Begin access date or expiry date, or even add both togetherFAQs Q1: What happens if a learner already has an active subscription or purchases an additional offer for the same course? The system will automatically integrate the new offer's validity period with their existing accessThis ensures uninterrupted access based on the most recent purchaseQ2: What happens when a member decides to upgrade or change to another offer for the same course Their access to the course will be extended based on the new offer's validity periodThe validity of the new offer takes precedence, ensuring members benefit from the most advantageous access terms </s>
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<s>[INST] Action - Math Operation [/INST] The Math Operation action in workflows allows users to perform calculations on numbers and dates, enabling automated lead scoring and schedulingThis feature supports custom variables and fields, offering flexibility for different business needs and seamless integration with If/Else conditions for lead managementCovered in this Article: What is the Math Operation Action in Workflows? Some Excellent Usage Cases for the Math Operation and How it solves some real business problems: Benefits of the Math Function: How does it work? Five Usage Cases for Combining Math Operations with other actions and Conditions: Short Summary: Numeric / Monetary Field Types Numeric Field: Monetary Field: Date Field Type Date Field: Current Date field Applying Negative Values to Math Operations: Monetary Field Constraints: Numeric Field Constraints: FAQs Can I perform multiple math operations in a single workflow step? How do I handle rounding errors or decimal precision when performing math operations? Can I perform math operations on custom date fields? Are there any limitations on my range of values in math operations? Can I use the result of a math operation in an If/Else condition? Other Usage Cases for If/else conditions with Math Operations: Can math operations be performed using data from external sources, such as APIs? Can I use Math Operation actions in combination with other workflow actions and triggers? What is the Math Operation Action in Workflows? The Math Operation action in workflows is a powerful tool that automates calculations and manipulations on numeric and date fields, streamlining business processes and decision-makingFor example, imagine a gym that wants to automatically update its members' renewal dates by adding one year to its current membership expiration dateWith the Math Operation action, the gym can effortlessly set up a workflow to perform this calculation, saving time and ensuring accuracy while focusing on providing excellent service to its membersSome Excellent Usage Cases for the Math Operation and How it solves some real business problems: Gym Membership Renewal: Automatically update membership renewal dates by adding one year to the current expiration date, ensuring timely reminders for clients and improved retentionLoan Amortization: Calculate the remaining balance of a loan after each payment, helping businesses keep track of their financial healthSales Commissions: Calculate commission amounts for sales representatives based on custom commission rates and achieved sales targets, ensuring fair and accurate compensationLead Scoring: Increment lead scores each time a lead interacts with a business, such as making a phone call or visiting the website, to gauge their interest and prioritize follow-up effortsProject Deadlines: Add or subtract days from project start dates to calculate deadlines and automate reminder notifications for team membersSubscription Expirations: Calculate subscription expiration dates for a software service by adding the subscription duration to the activation date, enabling timely renewal remindersCustomer Lifetime Value: Multiply average purchase value by the frequency of purchases to estimate a customer's lifetime value, helping businesses identify high-value clients and optimize marketing effortsInventory Management: Subtract sold items from the total inventory to track stock levels and automate reordering processesWarranty Tracking: Add warranty duration to the product purchase date to determine the end of warranty coverage and facilitate customer supportAge Verification: Subtract a customer's birthdate from the current date to verify their age for age-restricted products or servicesDiscounted Pricing: Multiply the original price by a discount percentage to calculate discounted prices during promotional campaignsSales Tax Calculation: Multiply the subtotal by the applicable tax rate to determine the final price, ensuring accurate invoicingEmployee Performance Metrics: Calculate performance metrics, such as sales quotas or customer satisfaction scores, to evaluate employee performance and identify areas for improvementRental Property Management: Calculate late fees for overdue rent by multiplying the daily late fee rate by the days past due, encouraging timely paymentsMilestone Bonuses: Calculate milestone bonuses for employees by multiplying their base salary by a predetermined bonus percentage, rewarding hard work and dedicationProduct Profit Margin: Subtract the cost of goods sold from the selling price and divide by the selling price to calculate profit margins, enabling informed pricing decisionsCustomer Segmentation: Calculate the average time between purchases to segment customers into groups like "frequent buyers" or "occasional shoppers," optimizing marketing campaignsEvent Countdown: Subtract the current date from the event date to display a countdown timer for upcoming events or promotionsBudget Tracking: Subtract expenses from the total budget to monitor remaining funds and ensure responsible spendingInterest Calculation: Calculate interest on savings accounts or loans by multiplying the principal balance by the interest rate, providing a clear overview of financial growth or debt repaymentBenefits of the Math Function: The benefits of the Math Operation feature in workflows include: Automation: Streamline repetitive and time-consuming calculations, freeing time for more valuable tasks and improving overall productivityAccuracy: Minimize human error in calculations, ensuring precise results and reliable data for decision-makingCustomization: Perform mathematical operations using custom fields and variables, tailoring calculations to suit specific business needs and scenariosImproved Decision-Making: Gain valuable insights from data analysis, enabling better informed strategic decisions and optimizing business performanceEnhanced Lead Management: Use calculated lead scores and other metrics in If/Else conditions to route lead through sales funnels more effectively, improving conversion rates and sales outcomesTime-based Scheduling: Automate time-sensitive processes and task scheduling using date-based calculations, ensuring timely reminders and follow-upsFlexibility: Perform various calculations, including addition, subtraction, multiplication, and division, on both numeric and date fields, accommodating diverse business requirementsIntegration: Seamlessly integrate with other workflow actions and conditions, such as If/Else, to create more dynamic and robust business processesScalability: Efficiently handle growing volumes of data and calculations as a business expands without manual intervention or additional resourcesCost Savings: Reduce manual labor costs associated with performing calculations and maintaining data accuracy, ultimately improving the bottom lineHow does it work? The Math Operation feature in workflows works by following these steps: Create or select a workflow: Begin by creating a new workflow or selecting an existing one where you want to apply the Math Operation actionAdd the Math Operation action: In the workflow builder, click "Add Action" and select the "Math Operation" action from the list of available actionsChoose the field to update: Select the numeric or date field you want to update with the result of the math operationDepending on your requirements, this field can be a standard or custom fieldSelect the operation: Choose the mathematical operation you want to perform on the selected fieldYou can choose from addition, subtraction, multiplication, or division for numeric fields, And you can choose the addition or subtraction of days, months, or years for date fieldsInput the operatorEnter the value or custom field to use as the operator in the math operationFor example, if you want to add 10 to a numeric field, input "10"If you use a custom field, you can insert it using the appropriate merge tags or custom field syntaxSave the action: Click "Save" to apply the Math Operation action to the workflowActivate the workflow: Once you have configured the Math Operation action and any other required actions and conditions, Publish the workflowThe math operation will execute automatically whenever the workflow is triggered, updating the specified field according to the configured operationCombine with other actions and conditions: Optionally, you can integrate the Math Operation action with other actions, such as sending emails or updating fields, and conditions, like If/Else, to create more complex workflows tailored to your business needsRead Five Usage cases for that below: Five Usage Cases for Combining Math Operations with other actions and Conditions: Lead Prioritization and Follow-up: Use the Math Operation action to increment a lead's score based on their interactions with your businessCombine this with If/Else conditions to segment leads into different categories (e.g., hot, warm, and cold leads)Trigger different follow-up actions, such as sending targeted email campaigns or assigning high-priority leads to sales representatives for immediate contactSubscription Renewal Reminders: Use the Math Operation action to calculate the renewal date of a subscription by adding the subscription duration to the start dateCombine this with an If/Else condition to check if the renewal date is approaching (e.g., within the next two weeks)If true, trigger reminder emails to encourage customers to renew their subscriptionsSales Commission Calculation and Notification: Utilize the Math Operation action to calculate sales commissions for your sales team based on their performance metrics (e.g., revenue generated or deals closed)Combine this with an If/Else condition to check if the commission amount exceeds a certain threshold, indicating exceptional performanceIf valid, email the sales representative congratulating them on their achievements and informing them of their commission payoutProject Deadline Tracking: Use the Math Operation action to calculate project deadlines by adding the project duration to the start dateCombine this with If/Else conditions to check if the deadline is approaching (e.g., within the next week) or the project is overdueDepending on the outcome, trigger actions such as sending reminder emails to the project team or escalating the issue to a manager for interventionCustomer Loyalty Program: Implement the Math Operation action to update customers' loyalty points based on their purchases or interactions with your businessCombine this with If/Else conditions to check if the customer has reached a specific points threshold, making them eligible for rewards or special offersIf the condition is met, send an email notifying the customer of their reward and encouraging them to redeem itShort Summary: Select field - select any Numeric / Monetary / Date field as an Input Operations - select an operation and enter respective values Update field - choose any field to update it with the output value (field type should be same as "Select Field") Please Note: - Only Numeric, Monetary and Date field types are supported- The Select field and Update Field can be same or different but it has to be of same field type- If the output value is negative then it will be replaced as zeroNumeric / Monetary Field Types Numeric and monetary fields are two types of custom fields in workflows that are designed to store numerical valuesThey can hold and manipulate quantitative data within a workflow, such as lead scores, sales figures, or financial dataHere are some details about these field types: Numeric Field: Purpose: Numeric fields are designed to store whole numbers or decimal values, such as counts, quantities, percentages, or ratiosData Format: Numeric fields can accept both positive and negative values and decimal values with varying precision, depending on the system's configurationUse Cases: Numeric fields can store data like lead scores, product quantities, customer satisfaction ratings, or conversion ratesMonetary Field: Purpose: Monetary fields are designed to store currency values, representing financial data such as prices, costs, revenues, or commissionsData Format: Monetary fields store numeric values with a designated currency symbol (e.g., USD, EUR, GBP) and typically have a fixed precision to represent cents or smaller units of the currencyThey can also handle both positive and negative valuesUse Cases: Monetary fields can store data like product prices, transaction amounts, sales revenues, or employee salariesBoth numeric and monetary fields can be used in Math Operation actions within workflows to perform addition, subtraction, multiplication, or division calculationsThese field types can be combined with other actions and conditions, such as If/Else or sending emails, to create complex, data-driven workflows that automate various business processes and decision-making tasksDate Field Type In workflows, the Math Operation action can also be applied to date fields, allowing you to manipulate and calculate dates by adding or subtracting specific time unitsThis feature helps automate time-sensitive tasks and schedules based on dynamic datesschedules Here are some details about the date field types and their supported math operations: Date Field: Purpose: Date fields store dates and timestamps to represent events, deadlines, or milestones in a workflowData Format: Date fields typically store information in a standardized format like YYYY-MM-DD or include time information (e.g., YYYY-MM-DD HH:MM: SS)They can also be displayed according to different time zones or locale-specific formatsSupported Math Operations for Date Fields: Add/Subtract Days: Description: Add or subtract a specific number of days to/from a date fieldUse Cases: Calculate due dates for tasks or projects, determine follow-up dates for customer interactions, or compute the end date of a trial period based on the start dateAdd/Subtract Months: Description: Add or subtract a specific number of months to/from a date fieldUse Cases: Calculate the next billing date for a subscription service, compute the date for a recurring monthly event, or determine the end date of a lease or contractAdd/Subtract Years: Description: Add or subtract a specific number of years to/from a date fieldUse Cases: Calculate the renewal date for an annual membership or license, and determine the date of a milestone, anniversary, or project future financial data based on historical trendsIntegrating math operations with date fields allows you to create dynamic, time-sensitive workflows that automatically adapt to changing dates and schedulesThis can help streamline your business processes, ensure timely actions and reminders, and improve efficiencyCurrent Date field In workflows, the Math Operation action can also be applied to the current date, enabling you to perform calculations based on the current date and timeThis feature can be handy for creating dynamic and time-sensitive workflows that react to the current date or time in relation to stored date fieldsHere are some details about the current date field type and the math operations that can be performed on it: Purpose: The current date field represents the current date and time according to the timezone of your sub-accountIt can be used to compare and calculate dates about the present momentData Format: The current date field typically stores information in a standardized format like YYYY-MM-DD or includes time information (e.g., YYYY-MM-DD HH:MM: SS)It can also be displayed according to different time zones or locale-specific formatsSupported Math Operations for Current Date Field: Add/Subtract Days: Description: Add or subtract a specific number of days to/from the current dateUse Cases: Calculate deadlines or follow-up dates based on the current date, determine the end date of a trial period, or compute the date for a future task or eventAdd/Subtract Months: Description: Add or subtract a specific number of months to/from the current dateUse Cases: Calculate the next billing date for a subscription service starting from the current date, compute the date for a recurring monthly event, or determine the end date of a lease or contract about the present momentAdd/Subtract Years: Description: Add or subtract a specific number of years to/from the current dateUse Cases: Calculate the renewal date for an annual membership or license starting from the current date, determine the date of a future milestone or anniversary, or project future financial data based on historical trends and the current dateBy leveraging math operations on the current date field, you can create workflows that are adaptable and responsive to the present momentThis enables you to automate time-sensitive tasks, generate timely reminders, and improve the efficiency and effectiveness of your business processesApplying Negative Values to Math Operations: Applying these constraints when performing Math Operations within workflows can be important based on the specific characteristics of monetary and numeric fieldsHere are some examples of where these constraints could apply: Please Note: Negative values are not supported with Date or Current Date fieldsMonetary Field Constraints: Use Case: Calculating discounts for a product or serviceIf the discount applied results in a negative value, the system should update the final price to 0 instead of a negative number, ensuring customers do not get charged a negative amountSolution: When performing Math Operations on monetary fields, it's essential to ensure that any subtraction operation that could result in a negative value is checked with an If/Else conditionIf the result is negative, update the monetary field to 0Numeric Field Constraints: Use Case: Calculating the net profit or loss for a businessIn this case, the numeric field can store positive and negative values, representing profit or lossSolution: When performing Math Operations on numeric fields, one can directly add or subtract values without additional constraints, as negative values are allowedUsing If/Else conditions and other actions to ensure the constraints are respected can benefit workflowsFor example, if a Math Operation on a monetary field results in a negative value, an If/Else condition can be used to check the result and set the value to 0 if necessary, thus maintaining the constraint for monetary fieldsFAQs Can I perform multiple math operations in a single workflow step? Answer: No, each Math Operation action in a workflow allows you to perform a single math operation simultaneouslyHowever, you can add multiple Math Operation actions in sequence within the same workflow to perform more complex calculationsHow do I handle rounding errors or decimal precision when performing math operations? Answer: Most systems automatically handle decimal precision when performing math operationsHowever, if you need more control over rounding, consider adding custom logic or rounding functions in your workflow to ensure the desired level of precisionCan I perform math operations on custom date fields? Answer: Yes, you can perform math operations on custom date fieldsThis allows you to add or subtract days, months, or years to/from custom date fields, making it easy to automate time-based calculations and scheduling tasks tailored to your business needsAre there any limitations on my range of values in math operations? Answer: The range of values you can use in math operations depends on the field type and the system's capabilitiesFor monetary fields, the minimum value is 0, whereas numeric fields can store both positive and negative valuesCan I use the result of a math operation in an If/Else condition? Answer: Absolutely! You can use the result of a Math Operation action as a condition in an If/Else action to create dynamic workflows that route leads or perform specific actions based on the calculated valuesFor example: We can use the lead scores you calculated in If/Else conditions to route leads to different paths based on specific conditionsThis allows you to tailor the lead's journey through the sales funnel based on their level of interest in the business, as determined by their lead scoreOther Usage Cases for If/else conditions with Math Operations: Renewal reminders: Subtract the current date from the subscription renewal date, and if the difference is less than or equal to a specific number of days (e.g., 14), send a renewal reminder email to the customerSales commission calculations: Calculate the commission for a salesperson using Math Operations based on their sales revenueIf the commission amount exceeds a certain threshold, assign them to a high-performing group and send them a congratulatory emailTime-sensitive promotions: Add a specific number of days to the current dateIf the resulting date falls within a promotional period, offer customers a special discount or incentiveCustomer segmentation based on spending: Calculate the total spending of a customer using Math OperationsIf the spending exceeds a certain threshold, classify them as high-value customers and send targeted offersEmail campaign performance: Calculate an email campaign's open rate and click-through rateIf these metrics surpass specific benchmarks, trigger a follow-up campaign for engaged subscribersProject deadline monitoring: Subtract the current date from the project deadline, and if the difference is less than or equal to a specific number of days, send a reminder to the team members to complete their tasksPerformance-based bonuses: Calculate an employee's performance score using Math Operations based on their achievementsIf their score exceeds a predefined threshold, award them a bonus and congratulate themInventory management: Calculate the remaining stock of a product by subtracting the sold quantity from the initial stockIf the remaining stock falls below a specific level, trigger a reorder or notify the purchasing departmentCan math operations be performed using data from external sources, such as APIs? Answer: While the primary focus of Math Operation actions in workflows is on built-in numeric and date fields, some systems may allow you to incorporate data from external sources using custom fields or integrationsThis enables you to perform calculations using data from external APIs or other systemsCan I use Math Operation actions in combination with other workflow actions and triggers? Answer: Yes, Math Operation actions can be combined with other actions, triggers, and conditions in your workflowsThis allows you to create more complex and tailored business processes that automate calculations, data manipulation, and decision-making based on your needs </s>
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<s>[INST] User Permissions, Assigned Data, and Owners [/INST] 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. </s>
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<s>[INST] Deleting and Restoring Opportunities [/INST] Deleting an opportunity removes it from the active pipeline. Once an opportunity is deleted, it is no longer visible in the active opportunities list, but its data is retained in the system and can be restored if needed for upto 60 days. This allows users to declutter their pipeline by removing outdated or irrelevant opportunities while preserving the option to recover them later if necessary. TABLE OF CONTENTS Step-by-Step Guide: Deleting Opportunities Step 1: Accessing the Opportunities Section Step 2: Deleting the Opportunity Step-by-Step Guide: Restoring Opportunities Step 1: Accessing the Audit logs Step 2: Filter out Deleted opportunities Step 3: Restore the deleted opportunity Step-by-Step Guide: Deleting Opportunities Step 1: Accessing the Opportunities Section Log in to your GoHighLevel account. Navigate to the "Opportunities" section from the main dashboard or sidebar menu. Step 2: Deleting the Opportunity Locate the opportunity you wish to delete from the list of active opportunities. Click on the opportunity to open its details page. Click on the Delete icon on the bottom row to delete the opportunity. Confirm deletion operation to delete that opportunity. Step-by-Step Guide: Restoring Opportunities Step 1: Accessing the Audit logs Select Settings on the sidebar menu Click on Audit Logs Step 2: Filter out Deleted opportunities Under action filter on the top right, select "Deleted" Under Module filter on the top right, select "Opportunities" This will show you all the Deleted opportunities in the last 60 days. You can also check how these opportunities were deleted in the same place. Alternatively, Click on "Restore Opportunities" through the Kebab menu in the top right of Opportunities page Step 3: Restore the deleted opportunity For the opportunity you'd want to delete, click on the 3 dots icon on the right. Select the option to Restore opportunity. The opportunity is now restored. </s>
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<s>[INST] Follow up Comment [/INST] Many social platforms have engagement algorithms optimized for comments on posts, especially when comments occur soon after a post is first published. The "Follow up Comment" feature works for the following social platforms: Facebook Pages Facebook Groups (comments will appear from the Facebook Page selected in the Social Planner settings) Instagram Business Accounts Linkedin Profiles Linkedin Pages X (formerly twitter) Accounts To access the screen below, go to "Marketing" > "Social Planner" > "Add Post" > "Create New Post" </s>
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<s>[INST] Video Background [/INST] A new and exciting feature has been introduced in the funnel/website builder, known as the "Video Background." This feature allows users to seamlessly incorporate captivating video backgrounds into their website sections, rows, and columnsIt enhances the visual impact, storytelling potential, and design flexibility of web pages and funnelsThis feature supports HTML5 standard video formats, including MP4 and WebM, ensuring compatibility across various browsers and devicesYou can include video backgrounds in section, rows, columnsTABLE OF CONTENTS How to enable video background in section Video Options Background Opacity Video Loop How to enable video background in section Select the sectionOn the right hand side in settings, change the BG media type to Video and select the video from media libraryClick the Preview icon to see how the page looks in your browserVideo Options There are 3 options available for video options"Fit," "Fill," and "Cover" are options that allow you to control how the video background is displayed within a section, row, or columnThese options determine how the video is scaled or cropped to fit the available spaceHere's an explanation of each option: Fit: When you choose the "Fit" option for your video background, the video is scaled to fit within the designated area while maintaining its aspect ratioThis means that the entire video will be visible, but there may be empty space (letterboxing) around the video if the aspect ratio of the video doesn't match the aspect ratio of the containerThis option is ideal when you want the entire video to be visible, and you don't want any part of it to be croppedFill: "Fill" is an option where the video is scaled to fill the entire designated area, even if it means cropping or stretching the video to do soThis means that the video will cover the entire background area, but it may not maintain its original aspect ratioSome parts of the video may be cropped out to ensure it covers the entire background spaceThis option is useful when you want to ensure that the background is completely covered, even if it results in some parts of the video being cut offCover: The "Cover" option is a balance between "Fit" and "Fill." In this case, the video is scaled to cover the entire designated area while maintaining its aspect ratioThe video will completely cover the background space, but it will not be stretched or croppedThis ensures that the entire video is visible, and there is no distortion, but there may be some empty space around the video if the aspect ratio doesn't perfectly match the container's aspect ratio"Cover" is a good choice when you want to maximize the use of the background space without distorting the videoBackground Opacity None: When "None" is selected or applied, it means there is no background opacity or transparencyThe background is fully opaque, completely blocking any content or elements behind itThis option is useful when you want the background to be solid and fully visible, without any elements behind it showing throughLight Fade: "Light Fade" introduces a subtle level of transparency to the backgroundIt makes the background slightly see-through, allowing the content or elements behind it to show through, though the background remains largely visibleThis effect is often used to create a delicate, soft, or understated background that complements the content without overpowering itHalf Fade: "Half Fade" implies that the background is partially transparent, with a 50% opacity levelThis means that the content or elements behind the background are clearly visible but still somewhat obscured by the background"Half Fade" can be used to strike a balance between a prominent background and the content, offering a moderate level of visual separationHeavy Fade: "Heavy Fade" involves a significant level of transparency, with the background being almost see-throughThe content or elements behind the background are prominently visible, and the background serves as a subtle backdrop rather than a dominant featureThis option is often chosen when you want to de-emphasize the background and prioritize the content or elements it overlaysVideo Loop When the video loop toggle is "on," the video in the background plays continuously, automatically restarting when it reaches the endThis provides a seamless and engaging experienceWhen the video loop toggle is "off," the video plays once and stops at the end of its playbackThis is suitable for non-repeating video content or brief introductions </s>
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<s>[INST] SSL Certificate for Dedicated Sending Domain (LC - Email) [/INST] When sending out emails with any links from a custom domain in LC email, it's essential to ensure you have generated an SSL certificate by verifying the domain beforehand. Failure to do so will result in a broken link when a recipient tries to open in. We support enabling the HTTPS protocol on open, click, and tracking URLs. We utilize Let’s Encrypt with HTTP-01 challenges via your existing tracking CNAME record to issue a TLS certificate. By default, when a domain is created and verified, an SSL certificate will be issued. There are three statuses in SSL. (You can get to this screen by going to "Settings" > "Email Services" > click on the "Dedicated Domain And IP" button on the right side of the screen.) 1. SSL Issued: SSL certificate was successfully issued to your domain 2. SSL Pending: Generate SSL certificate was in progress and not issued What should you do now? Verify the domain again by following the steps: Click the "Verify Now" > you will be redirected to the domain DNS page Verify that all your records are verified Hit the "Verify domain" button to issue an SSL certificate. 3. SSL Unknown: SSL was not generated and not issued. What should you do now? Verify the domain again by following the steps: Click the "Verify Now" > You will be redirected to the domain DNS page Verify that all your records are verified Hit the "Verify domain" button to issue an SSL certificate. FAQ What do I have to do when my email link URL gets broken? Navigate to your domain and verify the domain again. What do I have to do when I get this page error? This site can't provide a secure connection. Navigate to your domain and verify the domain again. What should I do when the SSL is Pending and SSL is Unknown? Navigate to your domain and verify the domain again. </s>
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<s>[INST] Feature Document - Affiliate Profile Page [/INST] More Tutorials from the Community https://youtu.be/FopocrOFJIs https://youtu.be/99gRAB_vhNg https://youtu.be/jjnIvcdhlck https://youtu.be/U_aKPG4aq98 The new Affiliate Profile Page offers users a consolidated view of affiliate details and performance metrics, facilitating efficient affiliate management. This feature enhances user experience by providing a centralized location to access key information and perform various affiliate-related tasks. Key Components Affiliate Details: Affiliate Stats: Campaign Insights: Direct Campaign Assignment: Active Referral Links: Commissions Tab: Leads Tab: Customers Tab: Payouts: Sub-Affiliate List: Affiliate Details: View essential information such as email ID, join date, parent affiliate (if any), and a magic link for the Affiliate's portal. Affiliate Stats: Review key metrics including revenue generated, owed payouts, number of leads, and new customers. Campaign Insights: Insights into campaign participation and summary metrics like commissions and payouts. Filter by indivisual campaigns or view the aggregate summary and insights for all campaigns for the affiliate Toggle to show deleted and inactive campaigns Direct Campaign Assignment: Assign affiliates to new campaigns directly from the affiliate's profile Active Referral Links: List all referral links for the affiliates across different campaigns. Users can easily customize referral IDs for different campaigns if required. Commissions Tab: Manage commissions, including options for approval and denial. Quick buttons to Approve and Deny commissions. Option to add commissions manually for the affiliate. Leads Tab: Allow users to review and delete leads as needed, enhancing lead management capabilities. Option to add leads for the selected affiliate Customers Tab: Provide access to a list of customers and their commission history. Payouts: Track payouts with filtering options by status, ensuring transparency and accountability. Sub-Affiliate List: Display all sub-affiliates associated with the selected affiliate, providing insights into affiliate network structure. </s>
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<s>[INST] A2P Sole Proprietor Brands Registration is Now Live! [/INST] TABLE OF CONTENTS Follow the instructions below to choose the right path for your A2P brand registration: What are the requirements for Sole Proprietor registration? What are the fees for Sole Proprietor registration? What are the limitations of Sole Proprietor registration? How do I do the new registration? 1Click on No, the business I'm registering does not have a tax ID 2Business details 3Address 4Contact info FAQs: Why did my sole prop registration failed? Effective August 31, 2023, all 10DLC phone numbers used to send SMS and MMS messages to U.Sphone numbers must be fully registered to an approved campaign under a brandSole Proprietor registration is perfect for customers in the United States and Canada who are individuals or small businesses and do not have a business Tax ID (such as an EIN)Follow the instructions below to choose the right path for your A2P brand registration: If the business has a Tax Number (EIN for the US, CCN for Canada, etc.), please select "Yes, the business I’m registering has a US EIN" Check out LC Phone System Trust Center If the business does not have a Tax Number but operates from a valid Business Address in the US/Canada, please select "No, the business I’m registering does not have a US EIN" (Sole Prop Brand Registration)If the business does not have a Tax ID and the business address is not in the US/Canada, unfortunately, they cannot proceed with A2P Brand RegistrationIn this case, the best alternative would be to use Toll-Free numbers after completing the registration processCheck out Toll-Free Number Registration for LC - Phone (US/Canada) What are the requirements for Sole Proprietor registration? Sole Proprietor brands are available to individuals or small businesses who meet the following requirements: No Tax ID: Customers with a tax ID are not eligible for Sole Proprietor Brands; they should use a Low Volume Standard Brand insteadOTP Verification: Confirm your identity using a One-Time Password (OTP) verification stepValid Details: Starter Brands must include a valid and accurate business name, first name, last name, email address, phone number, and physical addressUS Addresses: Only valid U.Saddresses (including P.Oboxes) are allowedAddresses in other countries are no longer permitted✅ What are the fees for Sole Proprietor registration? - The following fees apply for Sole Proprietor brands: One-time Sole Proprietor Brand registration fee: $4.41 (previous Starter Brands that were converted by Twilio will be exempt from this fee) One-time Campaign vetting fee: $16.55 (existing Campaigns will be exempt from this fee at this time) Monthly Sole Proprietor Campaign fees: $2.25 (applicable to existing and new Campaigns) What are the limitations of Sole Proprietor registration? - Sole Proprietor brands have the following limits: 1 Sole Proprietor Campaign per Brand 1 Phone Number per Campaign 1 Message Per Second (1 MPS) throughput limit One employee per company/business Consider registering your business so you could apply for standard registration and multiple numbers can be a2p verifiedHow do I do the new registration? 1Click on No, the business I'm registering does not have a tax ID 2Business details 3Address 4Contact info 5Business Use case 6Brand Details Keep an eye out for an SMS from TCR requesting your approvalSimply reply "Yes" to give the green light for your brand to start messagingOnce the Brand is approved, the campaign will be automatically submitted for reviewImportant Note: The mobile number is critical in the registration process and is used for sending a One-Time Password (OTP) verification request, which you must respond to with "Yes"This must be a valid US or Canadian mobile number where you can be reachedIt cannot be a number that you've acquired from a CPaaS provider such as LeadConnector/Twilio The mobile number can only be used a maximum of three times across all A2P Brand registrations with TCRIf you are registered for A2P 10DLC with another vendor using this mobile number, that counts towards this limit.⚠️ FAQs: Why did my sole prop registration failed? Here are the most common reasons: 1Using custom variables (fields / values) instead of actual names & company name 2Not including opt-out language in message templates 3Using same email in more than 10 A2p sole prop registrations 4Using same phone in more than 10 A2p sole prop registrations 5Using same address in more than 10 A2p sole prop registrations 6Using same phone number for OTP (code verification) A2p verification in more than 3 cases 7Invalid email - Please note that private emails domains are typically not eligible for Sole prop Brand registrationYou have to be sure you are using a public domain for your email (e.g., Gmail (NOT Gsuite), Hotmail, Yahoo, etc) - The Third-Party Service TCR use to validate email addresses sometimes marks valid email addresses as undeliverableUnfortunately, this is beyond our controlWhile it's possible to open a ticket with the TCR to address the error, their response time might be too slow so Our recommendation is to create a new email address with a reliable provider like Gmail and use this new address for your registrationPlease note that the email address is a required field but is not used for communication purposes; it's mainly for registration8Using a phone number that is a Google Voice or other VOIP number as TOP line - Please use a Direct line (Hard number) Please note: your submission will continue to fail if your Brand does not qualify for Sole Proprietor (e.gyou have a registered Tax ID or are not located in the U.S/ Canada)If your Brand does not qualify please register as a Standard Brand instead </s>
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<s>[INST] Reputation Management - How to Customize the Review Request Messages (SMS/Email) [/INST] 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 </s>
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<s>[INST] Download all your Certificates from Client Portal [/INST] We're excited to introduce a new feature that makes tracking, previewing, and downloading your certificates easier than ever! Whether you're looking to showcase your achievements or need to share your credentials, our latest update provides you with the tools you need to manage your certificates efficiently. Here's everything you need to know to get started. TABLE OF CONTENTS How to Use the New Certificate Feature How to Use the New Certificate Feature Accessing Your Certificates Log in to the Client Portal: Start by logging into your account on the Client Portal. Navigate to the Account Section: Look for the account section by clicking on your profile avatar. Previewing & Downloading Certificate Select the Certificate: Within the Certificates section, browse through your list of certificates. Click on Preview: Next to each certificate, you'll find a Preview button. Click on it to see the certificate in full detail within the portal. Download: Click on the Download button associated with the certificate. Your certificate will be downloaded to your device in a high-quality format, ready for use. Sharing a Certificate: Find the certificate you want to share and click on the Copy Link button next to it. This copies the certificate URL to your clipboard and allows you to share certificates. </s>
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<s>[INST] Calendar Availability - Weekly Working Hours & Date-Specific Hours [/INST] In This Article Overview Weekly Working Hours (formerly Standard Availability) Date-Specific Hours (formerly Custom Availability) Important Points to Note Overview Previously, we had two distinct availability configurations: Standard Availability and Custom AvailabilityWith recent updates, these have evolved into Weekly Working Hours and Date-Specific Hours - two types of availability settings to cater to your diverse needsIn the past, the availability settings operated independently of each otherNow, you can configure both your weekly working hours and date-specific hours concurrently, providing a more dynamic and adaptable scheduling experienceIt allows you to maintain a consistent weekly schedule while accommodating unique circumstances on specific datesUnderstanding the distinction between these two can help you effectively manage your calendar and ensure that it aligns with your real-time availabilityPREVIOUSLY VS NOW AT PRESENT Weekly Working Hours (formerly Standard Availability) Weekly working hours represent your regular availability on a recurring basisThis is useful for setting up your default schedule that repeats week after weekFor instance, if you're consistently available every Monday, Tuesday, and Thursday from 8 AM to 10 PM, you can configure these hours as your weekly working hoursThe system will then automatically apply this schedule to those days and times every weekDate-Specific Hours (formerly Custom Availability) Date specific hours allow you to customize your availability or unavailability for specific datesYou can add specific dates and define hours applicable only to those datesThis feature is particularly helpful for handling exceptional circumstances, holidays, or personal commitmentsHere are a few examples to illustrate its usage: Example 1: Holidays You can mark upcoming holidays such as Easter, Christmas, or bank holidays as unavailableDuring these specific dates, your calendar will reflect that you are not available, ensuring accurate schedulingExample 2: Personal Commitments In cases where you have prior personal commitments that deviate from your regular schedule, you can easily adjust your availability for those specific datesFor instance, if you have a doctor's appointment on 10th February, 2024 from 12 PM to 3 PM, you can mark yourself as unavailable during that time without the need to create a blocked slotExample 3: Extended Availability For special occasions like a long weekend where you want to extend your working hours for a limited duration, you can use date specific hours to modify your availability only for those specific daysNote: To mark your unavailability, simply select the date and, under the timeslot click on the delete iconImportant Points to Note Weekly Hours vsDate Specific Hours: Weekly hours represent your standard, recurring schedule, while date specific hours allow for specific adjustments on selected datesHierarchy of Hours: Date-Specific Hours will always take precedence over the Weekly Working HoursIn other words, if you have set specific hours for a particular date, those hours will override the default weekly working hours for that dayMarking Availability/Unavailability: Date specific hours provide the flexibility to mark both your availability and unavailability for specific dates, giving you complete control over your calendarBy leveraging both weekly working hours and date specific hours, you can create a flexible and accurate representation of your availability, ensuring a seamless scheduling experience for both you and those interacting with your calendar </s>
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<s>[INST] WordPress Error Codes and Troubleshooting [/INST] Our WordPress Hosting system has a few error codes that are unique only to our system and need specific troubleshooting steps to take care of them. Covered in this Article What is the meaning and Troubleshooting for each of these errors? File Corrupted: Plugin Issue: Unknown Error (where both the Plugin and File could be corrupted): What is the meaning and Troubleshooting for each of these errors? File Corrupted: It can be that in this WordPress installation or in your source WordPress installation (from where you created this file), the file became corrupted and cannot be used for this import. Please delete this file and try again. Plugin Issue: The error message may look something like: "Plugin named “yith-topbar-countdown” is corrupted." The Error can be in this WordPress installation or it can be in your source WordPress installation (from where you have created this file), please delete this plugin and try again. Unknown Error (where both the Plugin and File could be corrupted): It will detect plug in issue first & display the plugin error on the UI) Plugin named “yith-topbar-countdown” is corrupted. The Error can be in this WordPress installation or it can be in your source WordPress installation (from where you have created this file), please delete this plugin and try again. Once you have done that if the file is corrupted too then the error will change and show the file corruption error discussed above, you can then delete the file and try again in that case. </s>
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<s>[INST] How to Set Up an RSS Feed for Blogs [/INST] How to get started Navigate to Sites > Blogs. Once you are inside Blogs, go to the Settings (gear icon) of Blogs. After going to Settings, there will be an option to go to the 'RSS' tab. You can control how many blog posts you would like included in your RSS Feed in the RSS tab. You can adjust the number accordingly for more or fewer posts. Note: The maximum allowed blog posts is 100 You can then copy the RSS URL and use it as desired. </s>
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<s>[INST] Canonical Links [/INST] The Canonical Links feature in the SEO toolkit simplifies the addition of canonical links to web pages, improving SEO, preventing duplicate content issues, and enhancing website performance. Users can easily add canonical links and verify their implementation, addressing common SEO challenges. TABLE OF CONTENTS Where should I add canonical links ? How to add the canonical links ? How to verify ? Where should I add canonical links ? Navigate to the SEO Meta Data tab in the navigation menu. Scroll down to find the "Add Canonical Links" option. How to add the canonical links ? Users can add canonical links to their pages with the following steps: Click on "Add Canonical Links" option. Enter the URL of the preferred version of the page. Save SEO metadata and save the funnel to apply the changes. Preview the page to ensure the canonical link is correctly implemented. How to verify ? To confirm the implementation of canonical links, follow these steps: Right-click on the page. Select "View Source Code" from the context menu. Check the source code to verify that the canonical link is present and points to the intended URL. </s>
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<s>[INST] How to import contacts to Affiliate Manager [/INST] Importing contacts to the Affiliate Manager will allow the affiliate administrator to synchronize contacts from their CRM to the Affiliate ManagerAffiliate admins can: Import all contacts to the Affiliate Manager Search for specific contacts and import them Filter the contacts by tags and import them Covered in this article How can I import contacts to the Affiliate Manager? What is the difference between an active and inactive affiliate? How to mark an affiliate as active or inactive? How can I mark affiliates as active or inactive in bulk? FAQ: What happens if I update the name, number, and email of my contact, who is also an affiliate? What happens if I import a contact that already exists in Affiliate Manager? What happens if I import contacts with the same email-id in Affiliate Manager? Will contact be created for a manually added/uploaded affiliate? What happens to the affiliate if its contact card gets deleted? How can I import contacts to the Affiliate Manager? Go to Marketing > Affiliate Manager > Click on '+ Add" Click on 'Import from Contacts' Select the contacts that you want to import as AffiliatesWhat is the difference between an active and inactive affiliate? Active affiliate - An active affiliate has been added to your campaigns and can use their tracking links to monitor their sales on the platformThis feature lets you easily keep tabs on how well your affiliates performInactive affiliate - Inactive affiliates cannot be linked to campaigns, and any tracking links will no longer workHowever, their historical data from the affiliate manager is still stored and can be accessedHow to mark an affiliate as active or inactive? An affiliate can be marked as active or inactive by clicking the icon on the 'Status' columnHow can I mark affiliates as active or inactive in bulk? Select the affiliates you wish to mark as active or inactive and click the button at the topFAQ: What happens if I update the name, number, and email of my contact, who is also an affiliate? If a user updates the name, number, and email of a contact in the CRM, these changes will also reflect for that affiliateWhat happens if I import a contact that already exists in Affiliate Manager? If the contact already exists as an Affiliate in the Affiliate Manager, another contact with the same email-id can not be importedWhat happens if I import contacts with the same email-id in Affiliate Manager? Affiliate Manager imports contacts with unique email-ids onlyOnly the first contact will get imported if two contacts have the same emailWill contact be created for a manually added/uploaded affiliate? No, a contact is not created for an affiliate that is manually added or uploaded in the existing set-upWhat happens to the affiliate if its contact card gets deleted? The affiliate stays in the Affiliate Manager if a contact card is deleted </s>
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<s>[INST] Workflow Builder Walkthrough [/INST] TABLE OF CONTENTS Infinite Canvas layout Add New Trigger Add New Action Stats View Test Workflow Save Workflow Version History Draft/Publish Infinite Canvas layout Use the "Fit to Screen" and "Zoom In/Zoom Out" buttons in the bottom left of the screen to control the view area. The Minimap in the bottom right shows the current position. Add New Trigger Click on "Add New Trigger" button to open the Workflow Triggers list Select a Trigger from the list and configure Add New Action Click on "+" button to open the Workflow Actions list Select an Action from the list and configure Stats View Turn on the "Stats View" in the top left to view Email and SMS stats in the builder Open detailed statistics model by clicking on any of the stats data Test Workflow Click on the "Test Workflow" button in the top right Select a contact and click on "Run Test" to start testing the workflow Save Workflow Click the "Save" button in the top right which indicates unsaved changes. Version History View history of changes made by clicking on the history icon in the top right Choose the version you'd like to restore from the history list and it should load that version of the workflow. Once done, hit Save and Publish Draft/Publish Publish workflow or switch back to Draft by switching the toggle on the top right FAQs Q1. What happens to contacts in my workflow if I set it to draft? Will they stay in the same step when I resume later? Ans. If the contact is waiting on any off the waiting steps (wait, manual call, manual sms etc), they would be on the same step. when the workflow is resumed. </s>
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<s>[INST] Move Numbers From One Twilio Account To Another [/INST] If you are not able to use our tool to move numbers (Moving Numbers tool across sub-accounts), you will need to checkout the steps below: Twilio phone numbers can be easily transferred between different projects by the Twilio Support teamTo request this change, please gather the following information: Phone Number(s): The full phone number(s) you wish to moveLosing Account SID: The AC SID for the project or subaccount that is giving up the phone numberGaining Account SID: The AC SID for the project or subaccount that will be receiving the phone numberTime frame: The requested time frame for your change to complete (ASAP or a future date)Regulatory Requirements (if required): As Twilio does not transfer bundles, If you need to transfer a NON US / Canada number, we will need to create a bundle/address on the project or subaccount that will be receiving the phone numberOnce the Twilio support team moves the number into the correct sub-account within your agency's Twilio account, you will see the number in HighLevel > Client Sub-Account > Settings > Phone NumbersHow to identify the Twilio account credentials You can identify the Account SID in the Agency Settings > Phone Integration page > https://app.gohighlevel.com/settings/phone_integration E.gIf I want to move a number from the sub-account Appointment to Onboarding demo snapshot, To get the Account SID, click on the pencil icon on the right highlighted here: Copy the Account SID here: 1If the losing and gaining projects have different owners, Twilio will need approval from each side, so both account owners will need to Create a support ticket with Twilio support 2Subject: Moving numbers request 3Comment: Replace the highlighted part below: Hi Twilio Support, I would like to move the following phone number(s) to a new sub-account - +1 PASTE_TWILIO_NUMBER_HERE Losing sub-account SID - E.gAC8a0eac4ea7651eba06137bbf1a907df62d Gaining sub-account SID - E.gAC8a0eac4ea7651eba06137bbf1a907df62d Time-frame: ASAP Please process this request at the earliest because it is business-critical for me Thanks! Product: Phone numbers Business Impact: P2 Degraded - Twilio or your configuration is not functioning properly or intermittently 4Once all details above are filled out, Click on Submit Click on NO Click on SUBMIT HELP REQUEST </s>
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<s>[INST] HighLevel Listings [/INST] 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 </s>
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<s>[INST] Mailgun API Key - Where to Find in Mailgun & Put in HighLevel [/INST] 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 </s>
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<s>[INST] Action - Update Custom Value [/INST] The Update Custom Value Workflow Action is a powerful tool that automates updating custom values in the CRMWith the ability to update sub-account level custom values, this action has a far-reaching impact on managing and automating recurring services, subscription management, and moreCovered in this Article What is the Update Custom Value Action in Workflows? What are some excellent usage cases for this with practical examples? How to use this action? Step 1: Create a new workflow or edit an existing one Step 2: Add the Update Custom Value Action: Step 3: Choose the Custom Value to update: FAQs Can I update multiple custom values using this workflow action? Can I use this workflow action to update custom values based on other criteria, such as tags or pipeline stages? Can I use this workflow action to create new custom values? Can I undo a custom value update made by this workflow action? What is the Update Custom Value Action in Workflows? In the CRM, the Update Custom Value Workflow Action is a useful tool for modifying custom values within a sub-accountThis action goes beyond just updating an individual contact's custom field and can have a broader impactCustom values act as placeholders that can store and track different kinds of information at the sub-account levelBy automating the process of updating these values, this action can also trigger other actions based on the updated informationWhat are some excellent usage cases for this with practical examples? Lead Source Tracking: Tracking the source of new leads by updating a custom value for each lead sourceFor example, if you use multiple lead sources such as Facebook ads, Google ads, and email campaigns, you can update a custom value for each lead source to track which sources generate the most leadsReferral Program Tracking: Tracking the success of a referral program by updating a custom value for each referred customerFor example, offer a referral program that rewards customers for referring new customersYou can update a custom value for each referred customer to track the program's successSales Performance Tracking: Tracking the sales performance of individual sales representatives by updating a custom value for each representativeFor example, if you have a sales team, you can update a custom value for each representative to track their sales performance and identify areas for improvementCustomer Engagement Tracking: Tracking customer engagement by updating a custom value for each interactionFor example, if you have a customer service team, you can update a custom value for each customer interaction to track engagement and identify improvement areasSubscription Management: Managing and automating the subscription process for recurring services, such as renewals, cancellations, or upgradesCustom values can be used to store information about each subscription and trigger actions based on the subscription statusEvent Registration Tracking: Tracking event registration by updating a custom value for each event registrationFor example, if you host events, you can update a custom value for each registration to track attendance rates and identify areas for improvementCustomer Feedback Tracking: Tracking customer feedback by updating a custom value for each feedback form submissionFor example, if you collect customer feedback through surveys or forms, you can update a custom value for each submission to track feedback trends and identify areas for improvementMarketing Campaign Performance Tracking: Tracking the performance of marketing campaigns by updating a custom value for each campaignFor example, if you run multiple marketing campaigns such as email, social media, and paid ads, you can update a custom value to track which campaigns generate the most leads or salesHow to use this action? To use the Update Custom Value Workflow Action, you must have a CRM platform that supports this featureOnce you have access to the platform, follow these 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 Update Custom Value Action: Add the Update Custom Value action from the list of available actions within the workflowStep 3: Choose the Custom Value to update: Select the custom value you want to update from the list of available custom valuesSpecify the new value: Enter the new value to which you want to update the custom valueYou can update the custom value with a static value, a fixed value you specify in the workflow, or a custom value, which is a value dynamically generated based on other data in your workflowSave the action: Save the action and any other actions or conditions you want to add to the workflowTest the workflow: Test the workflow to ensure it works as expectedYou can do this by triggering the workflow with a test contact or setting up a test environment using the Test Workflow buttonPublish the workflow: Once satisfied, publish it so it can be triggered automatically based on your set conditionsFAQs Q: Can I use the Update Custom Value action in conjunction with other actions in a workflow? A: Yes, the Update Custom Value action can be used with other actions in a workflowFor example, you can use it with a trigger action to update a custom value field when a specific event occursQ: Can I update multiple custom values using the Update Custom Value action? A: You can update multiple custom values using the Update Custom Value action by adding additional action steps to your workflowQ: How often can I update a custom value using this action? A: You can update a custom value as frequently as neededNo limits exist on how often you can update a custom value using this actionQ: Can I use the Update Custom Value action to update custom values in bulk? A: You can use the Update Custom Value action to update custom values in bulkBut to do that, you will need multiple Update Custom Value actions, as one action updates one Custom ValueQ: Can I use the Update Custom Value action to update custom values for different sub-accounts? A: Yes, you can use the Update Custom Value action to update custom values for different sub-accounts with different valuesUpdate the custom values in a sub-account that is the master account used to create a snapshot for its linked accountsOnce the custom values have been updated, update the snapshot and load the updated snapshot to linked accountsQ: Can I use variables in the Update Custom Value action? A: You can use variables in the Update Custom Value action to dynamically update custom values based on other data pointsThis allows you to create more complex workflows that respond to changes in your dataQ: Can I undo an update made with the Update Custom Value action? A: No, it cannot be undone once a custom value has been updated using the Update Custom Value actionIt's important to double-check your workflow before executing it to avoid unintended updates </s>
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<s>[INST] How to Create and Add Products To a Funnel/ Website (Payments) [/INST] How to manage all your products from one area within the system. In this video, we're going to learn how to add products (one-time and subscription) to the payments section and use them in funnels. Troubleshooting Q1: I'm using websites and do not see a way to add a product: To add a product to a website please click on the 3 dots located on the website page where your order form will reside. </s>
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<s>[INST] Mailgun Setup - Siteground Domain Setup [/INST] 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 </s>
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<s>[INST] Auto Payments in Recurring Templates [/INST] Introducing Auto Payments in Recurring Templates: A Streamlined Solution for Billing Managing customer payments can be a daunting task, especially when it comes to recurring invoicesBut worry no more! With the auto payment feature in our recurring templates, you can ensure timely payments without the hassle of waiting for your customers to take actionThis innovative feature allows you to automatically deduct the invoice amount from your customer's credit card on the due dateCovered in this article: What does auto payment in a recurring template mean? How to automatically charge the client? What does Customer Card mean here? How will I get notified of auto payments? What happens if auto-payment fails? How many times will payment be retried in case of failure? What does automatically charging a saved card mean? What does automatically charging a new card tell? How to end auto-payments on a recurring template? What does auto payment in a recurring template mean? Auto payments in recurring templates mean you don't have to wait for the customer to pay your invoice on timeThe setting automatically deducts the invoice amount on the due date using the customer's credit cardThe card which must be used to deduct the auto payments on the invoice due date can be defined as Customer card - Allows to automatically charge the customer on the same card which is used to make the first payment for the recurring template Saved card - If any saved cards exist for the end customer, locations can use that card to automatically charge the end customer on every due date for the recurring template New Card - Locations can also enter new card details to charge the customer on that specific card whenever an invoice is due in the recurring template How to automatically charge the client? Auto payments can be enabled on the recurring template while scheduling the template, as shown belowWhat does Customer Card mean here? This option allows location users to charge the end customer from the card the customer uses to make the first payment in the recurring templateThis will become applicable from the immediate next occurrence of the invoice irrespective of the invoice which is paid (can be the first, second, or n-th invoice) For reference, if the customer makes the payment for the first time on the 4th invoice without paying the first three invoices, then auto-payment using that card would start from the 5th occurrence of the recurring template(if it exists) How will I get notified of auto payments? Notification will be sent to the location user and the end customer upon every success/failure instance of a child invoice in the recurring templateThe end customer will also be notified before deducting the charge automaticallyThis notification will be sent "x" days in advance, defined in the recurring setting frequencyThe payment will not be processed automatically if any child invoice is updated before deducting the auto-chargeThe location user would be informed of the same via mail, and they should share the updated invoice with the end customer to avoid any lost recurring revenueCase Who should receive the email? Auto payment failed Receiver Auto payment failed Sender Invoice payment success Sender Invoice payment success Receiver Auto-payment information Receiver Child invoice updated Receiver What happens if auto-payment fails? In case of auto-payment failure from the defined card, the end customer and invoice sender would be notified via mailSuppose the end customer successfully pays via the same card or a new card upon notificationIn that case, the new card will be updated to deduct auto-payment for all future occurrencesElse the payment would be retried two more times, after 24 hours gap of each try, for attempting to process the payment for the invoiceIf the payment has not been processed, no further attempt would be made for this instance automatically, and the customer would be required to pay the invoice manuallyHow many times will payment be retried in case of failure? In case of failure in deducting the charge automatically from the defined card, two auto retry attempts would be made after 24 hrs each from the first failureIf the payment is still not processed, the end customer must pay manually for the invoice.to pay for the invoice manually What does automatically charging a saved card mean? This option allows location users to charge the end customer using one of the saved cards with the location userStarting from the first occurrence, this would deduct the invoice amount from the selected saved card starting from the first occurrenceAny failure to charge the amount from the saved card would notify the location user and the end customerThe saved card is not authorized while scheduling the templateWhat does automatically charging a new card mean? This option allows location users to charge the end customer using new card details entered by the location userStarting from the first occurrence, this would deduct the invoice amount from the desired cardAny failure to charge the amount from the selected card would notify the location user and the end customerAny chosen new card would be authorized with the minimum charge amount in the respective currency while scheduling the templateAny card successfully added will also be saved for future purposes for the location userHow to end auto-payments on a recurring template? Auto-payments can be ended on an ongoing recurring template by selecting the Manage Auto-payments option from the invoice builder, as shown belowThis will open the Auto-payment scheduling modal with the toggle turned ON and the payment option selectedThe location user can turn the toggle off to disable auto-payments from the next occurrenceCan I turn on auto payments in an ongoing recurring template? Yes, auto-payments can be turned ON on an ongoing recurring template using the manage auto-payments option in the builderThis will open the auto-payment modal with the toggle turned offThe location user can turn the toggle on and select the desired payment option from the customer, saved or new card </s>
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<s>[INST] Filter Contacts by Email Stats and Enhanced Filtering Options! [/INST] We're excited to announce new features that allow users to filter contacts by email stats! This significant enhancement provides deeper insights, enabling users to refine email campaigns like never before. ? What's New: Email Stat Filtering: Users now have the ability to filter contacts based on specific email stats, including Sent, Delivered, Opened, Clicked, Complained, and Bounced. This feature allows users to target and analyze contacts based on their engagement levels, aiding in the optimization of email outreach. Date Level Filtering: Users can narrow down their contact list to a specific time frame, allowing for measurement of the impact of email campaigns and facilitating data-driven decision-making. Email Sending Type Filter: The ability to filter contacts based on the email sending type has been introduced. Whether it's bulk email, campaign, or workflow, users can now select multiple campaigns or workflows to segment their contact list with precision. This feature offers a granular approach to tailoring messages to different target groups. By combining these powerful filtering options, users are equipped with a comprehensive set of tools to refine their email marketing strategies and boost engagement rate. </s>
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<s>[INST] Send Test Email Error in Campaign's Email step: An error occurred, please try again [/INST] If you see this error message, or if the Send Email Trigger Action is Not Firing Please check if 1. the email/sms content for missing } or overusing {{{ 2. the custom values are valid: especially the links: List of valid Custom values 3. the email addresses are valid: e.g. test@gmail,com with a comma as the dot 4. From field is in the format of an email address: e.g. Change ABC company to its email like info@abccompany.com </s>
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<s>[INST] Manychat to HighLevel Integration [/INST] The steps in this article are for Advanced Integration and for informational purposes only. While our support team does not currently service or support either our API or ManyChat Integration due to their complexities, we have many tools and groups to help you get started and connected! For assistance with APIs only, you can join our Developer Council Slack Community here: developers.gohighlevel.com We also hold a Developer Council Zoom Call once a month (second to last Friday) which you can find on the Events calendar here: https://www.gohighlevel.com/events For more information and links to our API documentation, visit our developer's website: https://developers.gohighlevel.com/ Please Note: The API URL endpoints: - Create Contact: https://api.gohighlevel.com/zapier/contact/add_update - Add/Update Opportunity: https://api.gohighlevel.com/zapier/contact/add_update_opportunity Data Fields { “email”: “john@deo.com”, “phone”: “+18887324197”, “firstName”: “John”, “lastName”: “Deo”, “tags”: [ “commodo sed aliquip”, “ut exercitation sunt” ] } Troubleshooting Q1) I'm seeing duplicate contacts coming in from Manychat ? How do I sync HighLevel with Manychat To avoid Manychat duplicate contacts in HighLevel, please watch the video below Using External Request to update contact instead of duplicating contact https://www.loom.com/share/1c05ad65de8d4bbdae71e0c557e79a4d Headers: AUTHORIZATION = Bearer APIKEY Content-Type = application/json body: { "first_name": {{first_name|fallback:""|to_json:true}}, "last_name": {{last_name|fallback:""|to_json:true}}, "email": {{email|fallback:""|to_json:true}}, "phone": {{phone|fallback:""|to_json:true}} } ;3:39 </s>
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<s>[INST] Turning Off Alternate Time Zones [/INST] How to prevent users from making appointments in time zones other than the business's time zone: If you have a client whose business is near a time zone border (or maybe the business is in a popular tourist town that receives customers from other time zones) you may want to prevent people from being able to book appointments in their own time zones. To prevent people from being able to book appointments in their own time zones please head into: Settings > Select the Business Info tab > Scroll down and activate the "Disable Contact Time zone" checkbox. With the "Disable Contact Time zone" box selected, users will no longer see the time zone dropdown selector in the calendar widget (see screenshot below), and all appointments will be made in whatever time zone is set within the location settings. To see which timezone the location is set to please head into the Location Settings > Business Info> Time Zone field. The screenshot shows after you have selected the "Disable Contact Time zone" checkbox on the calendar widget This screenshot shows the default calendar widget with the timezone preference </s>
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<s>[INST] How to change heading tags (h1, h2, etc) on funnels/websites [/INST] You can change the heading tags on a funnel or website page by selecting the text in an element and then clicking the heading tag button on the hovering formatting bar and choosing your desired heading tag. </s>
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<s>[INST] How to create invoices in HighLevel [/INST] Invoicing is a very important part of any businessIt helps you keep track of your expenses, and it also allows you to get paid for the work that you doYou can easily create invoices from within the systemIn this article we will cover how to create, edit, discount, add taxes and send your invoice(s) Covered in this Article: Overview How to create a new invoiceHow to edit your invoice info How to add taxes to your invoice How to add a discount to your invoice How to send an invoice How to check the status of your invoices Invoices can also be found in the Transaction tabRelevant Help Docs: How we can improve invoices: Feedback Form Overview You can now send invoices to your customers/clients using the products that you have created in your sub-accountPlease Note: If you are using invoicing without Stripe Connect please see this guide - Using invoices for recording manual payments without Stripe Connect Limitation to using invoicing without Stripe Connect is that the user will need to manually record the payments How to create a new invoiceGo to the Payments tab and click on the invoice tab Click on the button "New" and start creating a new invoiceNote: Add Global terms of services/ notes by clicking on the gear wheel icon (orange arrow) next to the "+ New" button How to edit your invoice info Step 1: Edit the “from info” by just clicking on the text and it will allow you to edit that informationStep 2: You can change the image by clicking on it, this will open up the media library where you may choose or upload a new image from thereStep 3: Then you can add the client and edit the Invoice number, Issue, and Due datesStep 4: Click add an item to add the products that you have created on your products tab Step 5: Once you will add the product it will allow you to edit the price edit quantity as well How to add taxes to your invoice Step1: Click on Tax Settings… Step 2: Click on Add Tax Step 3: Click on Add Tax Add the name of the Tax Add rate in % Add a description or Tax id number How to add a discount to your invoice You can add a discount to this invoice by clicking on the "add discount" icon How to send an invoice Step 1: Once you create the invoice now you can send that to your client using the green button on top right cornerStep 2: You can send the invoice through email and text as you want and also you can send that on test mode as wellClick on the advanced option to switch to the live and test modeHow to check the status of your invoices Step 1: Go to the Invoices tab where you will see the list of invoices and their statusesStep 2: You can filter the invoices by status and date range as well Invoices can also be found in the Transaction tabYou can also look for successful, or failed transactions related to invoicesYou can directly open the invoices as wellPayments > Transactions Notes: The transaction tab is only available in the new UI Relevant Help Docs: Common uses cases for Payments and Invoices How to create invoices in HighLevel (Mobile App) How To Create Recurring Invoices Auto Payments in Recurring Templates </s>
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<s>[INST] How to share Snapshots [/INST] 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 </s>
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<s>[INST] Workflow - Date/Time Formatter Action [/INST] With the Date/Time Formatter action, you can reformat the Date or Date and Time as per your requirementYou can also compare dates using the actionTABLE OF CONTENTS Format Date Format Date and Time Compare Dates How to Format a Date To convert date structure from one format to anotherField: Select any date fieldYou can select a Specific Date, or Current Date, from Contact's date fields or date type custom fields, Appointment start/end date, Custom values, or even Inbound Webhook TriggerFrom Format: Selecting system fields like Specific Date, Current Date, from Contact's date type standard fields, Contact's date type custom fields, or Appointment start or end date will auto-detect the format and preselect the sameIf it is a Custom Value or from an Inbound Webhook trigger, you will have to select the exact matching formatTo Format: Select the required format from the list Output After setting up the Format Date, you can use the results in further actions in your Workflow {{datetime_formatter.1.date}} Custom Values Format Date and Time To convert date and time structure from one format to another Field: Select any date-time field; you can select a Specific Date and Time, Current Date and Time, Appointment start or end date time, Custom values, or even from Inbound Webhook TriggerPlease note: Currently, Contact Custom fields do not support the Date Time structureFrom Format: Selecting any system fields like Specific Date and Time, Current Date and Time, Contact fields, or Appointment start or end date time will auto-detect the format and preselect the sameIf it is a Custom Value or from an Inbound Webhook trigger, you will have to select the exact matching formatTo Format: Select the required format from the list Output After setting up the Format Date and Time, you can use the results in further actions in your Workflow{{datetime_formatter.1.datetime}} Custom Values Compare Dates Compare two dates and get the difference in the number of days Start Date: Select any date fieldYou can select a Specific Date, or Current Date, from Contact's date fields or date type custom fields, Appointment start/end date, Custom values, or even from Inbound Webhook TriggerStart Date Format: Selecting system fields like Specific Date, Current Date, from Contact's date type standard fields, Contact's date type custom fields, or Appointment start or end date will auto-detect the format and preselect the sameIf it is a Custom Value or from an Inbound Webhook trigger, you will have to select the exact matching formatEnd Date: Select any date fieldYou can select a Specific Date or Current Date from Contact's date fields or date type custom fields, Appointment start/end date, Custom values, or even an Inbound Webhook TriggerEnd Date Format: Selecting system fields like Specific Date, Current Date, from Contact's date type standard fields, Contact's date type custom fields, or Appointment start or end date will auto-detect the format and preselect the sameIf it is a Custom Value or from an Inbound Webhook trigger, you will have to select the exact matching formatOutput After setting up the Compare Dates, you can use the results in further actions in your Workflow{{datetime_formatter.1.days}} The difference is calculated as End Date - Start Date, so you will get a negative value if the Start Date is greater than the End DateCustom Values Usage Format the Inbound Webhook Trigger data to Set Event Start Date, to update Contact Custom Fields, to compare in If/Else ConditionLet's say the date format is MM/DD/YYYY, but you need to send it to an app that formats dates as DD/MM/YYYYYou can use the Date/Time Formater to change the date format and send it via Custom WebhookStore the custom formatted date time info in Google Sheets Use the custom formatted date time info in Email/SMS/Slack Compare the Current date(Start Date) with the Invoice Due date(End Date) and use the dynamic value in Email/SMS/Slack, Eg: Your Invoice is due in {{datetime_formatter.1.days}} days, Please Note: On overdue, that is when Current Date(Start Date) is greater than the Invoice Due Date(End Date) you will get the result in a negative value </s>
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<s>[INST] How to add your own template to the Template Library in the $97, $297 and $497 plans? [/INST] Introducing our latest enhancement: the power to personalize your experience! With our new feature, users can now seamlessly upload their own templates, unlocking a world of customization and efficiency. Say goodbye to one-size-fits-all templates and hello to tailored solutions that align perfectly with your needs. Embrace the freedom to shape your templates and elevate your workflow. Welcome to a more customised and user-centric experience! Important Notes 1. Only the Agency admin can view the admin panel and can have access to upload templates to the Template Library 2. Only $497 plan provides access to admin panel and the access to upload templates Access granted to different roles - Roles To upload Templates Access to Library Agency Admin Yes Yes Agency User No No Location Admin No No Location User No No How to add templates for $97 and $297 plan? Option 1: 1. Go to the template (Email, Funnel, Forms, Surveys, Websites, Social Planner) 2. Click on the three dots in the list view and choose Upload to the Template Library 3. The workflow to upgrade triggers. Click on Upgrade Now to continue. 4. Update your plan in the billing area to $497 to continue Option 2: 1. Go to the Template Library section at the main page 2. Click on it to trigger the upgrade workflow 3. The workflow to upgrade triggers. Click on Upgrade Now to continue. 4. Update your plan in the billing area to $497 to continue When you are on a $497 plan, please continue with the steps on the link to ensure you can upload templates in the template library. </s>
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<s>[INST] Best Practices for SMS deliverability and Avoiding SMS Restrictions [/INST] Error and Opt-out Rate Monitoring We are focused on helping our customers deliver trusted communicationsTo make sure that the carrier does not block or suspend the account permanently based on bad usageWe will be monitoring the delivery rate of the overall account and be taking proactive measures(as mentioned below) to keep the delivery rate in check: Violation Email - We will send out an email notification as soon as the subaccount hits the error rate of 8% and opt-out rate of 1%Temporary Account Restriction - We will send out a suspension email as the subaccount hits the error rate of 12.5% and opt-out rate of 2.5%Please Note: As soon as the account will hit the temporary suspension all upcoming outbound SMS will be failed till 00:00 AM UTCWhat should we do when we get a violation email? Stop all your workflows, campaigns, triggers, and/or bulk actions to contacts who have not explicitly opted in to receive messages from the sub-accountEnable and customize the Opt Out language and SenderID message as per your use case so that all the upcoming messages are not flaggedPlease discuss this with your client to make no bulk communication or messages blast or cold prospecting message campaigns are sent in the near future before we receive your reply to this ticketWhat are error and opt-out rates and good to have a threshold? A High Opt-Out Rate indicates that contacts receiving your messages have objected, generated complaints, or marked your SMS as spamA good opt-out rate is typically in the range of 0—1%Once the opt-out rate hits 2%, the sub-account will be locked for sending text messages for 24 hoursA High Delivery Error Rate indicates that you are sending SMS to contacts that are no longer in service, are unreachable, or use a non-SMS-capable device such as a landlineThis may also mean that external carrier filters are refusing to deliver your SMS due to bad sending behavior in the pastA good error rate is typically in the range of 0—6%Once the error rate hits 12%, the sub-account will be locked for sending text messages for 24 hoursWhat do I do to get the subaccount suspension removed early? The subaccount suspension will be lifted in 24 hoursHowever, if the sub-account is permanently suspendedPlease refer to the article Why is your account suspendedto unsuspend the sub-accountPlease Note: One on One conversation, Test SMS, Resend Message, and MissedCallTextBack are allowed even if the account is suspendedHow to prevent future SMS suspension The sub-account should be able to send SMS after 00:01 AM UTC the next day after you received the non-compliant emailYou can check the best practices below on how to reduce the error rate: 1Add Opt Out language (reply STOP to unsubscribe) in all the first SMS sent to a new contact - 2Add Sender information (Introduction of yourself/company) in all the first SMS sent to a new contact- 3Do not send messages to SMS-incapable devices like landlines, Enable the Number Validation feature for thisThis feature will look up the number before sending out the message and enable and temporary DND on the contact4Avoid sending URLs shortened using a public URL shortener like bit.ly or rb.gy, instead send the original fill link5Make sure the Business Profile, A2P Brand and campaign are registered as the messaging world is moving towards the direction where with these registrations no messages will be deliveredYou can view the trust centre tab once the sub-account country is set to US: Info Required for Business Registration - https://highlevel.canny.io/changelog/capture-ein-for-business-profile-and-a2p-brand- Business Profile creation and registration - https://highlevel.canny.io/changelog/trust-center-business-profile-creation-flow-live A2P Brand Registration - https://highlevel.canny.io/changelog/a2p-brand-registration-better-delivery-with-reduced-filtering Campaign Registration and Messaging Service - https://highlevel.canny.io/changelog/campaign-registration-and-messaging-service Some additional docs to help you out: Trust Center Support Doc - https://help.gohighlevel.com/support/solutions/articles/48001225526-lc-phone-system-trust-center A2P Campaign Registration Best Practices - https://help.gohighlevel.com/support/solutions/articles/48001229784-a2p-10dlc-campaign-approval-best-prac If the country is not set to US, you can still use the system following the best practices so that the delivery rate is high and the SMS is not flaggedA2P campaign is just a more enhanced safety net for delivery but that doesn't mean you cannot use the system without itNote - Campaign Verification can take up to 6-7 weeks if it is not approved after the 7th week, please raise a support ticket with us to escalate the request to TCR6For future website form opt-in setup, please include a checkbox to ensure the lead gives consent when filling out the form if that's where the leads opt-inYou can type something like this I just grabbed it from another client as an example: By providing your name and contact information you are expressly consenting to receive communications from COMPANY_NAME or one of their licensed agents, which may include phone calls (including to any wireless number that you provide) including automatic telephone dialling systems or by artificial/pre-recorded messages text message and/or emails for the purpose of marketing insurance products and services including health, medicare and life insurance plansBy providing your information, you understand that your consent is not a condition of the purchase of any product or services, and carrier messaging and data rates may applyYou may revoke this consent at any time by calling us at 1-800-000-000 or by emailing us at EMAIL_HERE to be placed on our do-not-call list7Good to Have: The first message should have the source of how your leads opt in8Good to Have: Add Opt-in language so contacts are actively double opt-in via sms and web form checkbox (reply 1 to subscribe) Also, sharing a Messaging Policy which will help you further on this </s>
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<s>[INST] How to send a Regular Email Campaign (Send Now or Schedule)? [/INST] Introduction Create an email Pre-sending ChecklistFAQs Can I reschedule the Email Campaign? Can I send the campaign via URL and email? I want to restore the older version as I have deleted or processed wrong way? Introduction In Email Marketing, a regular email is when you send the email right away or schedule too many contacts at onceWhen you create a regular email, there will be the option to select the template, design the content, and choose the settings of adding receipt and delivery method (Send Now or Schedule)Note: To send an email, make sure that you have verified domain to send emailCreate an email To create a regular email, follow these stepsStep1: Heading into the "Marketing tab" > "Email" >Then Click the Create Campaign button Step 2: The Next Step is to select the Email Template which you would like to create a Marketing Email CampaignThere is a preview option to check the templateStep 3: Now it will take to the builder, where you'll design your content and place the necessary elements for campaignsWhether you're an expert or a novice in email marketing, Email Builder gives you tools to design beautiful campaigns Step 4: Email builder is designed to let you work on the different parts of your email in the order you choose, and review everything at once before you send itYou need to click on Send or SchedulePre-sending ChecklistAdd your recipients in the To section by choosing email(s) or smartlist(s)Add your email address in the From sectionAdd your name in the Name section(Optional) Add your subject line in the Subject sectionAdd your Preview text in the Preview section(Optional) The next thing is to select the option of Send Now or Simple Schedule in the delivery methodIn Schedule option, you will be required to add the date and time (The email will be sent according to the Location timezone)Note: There will be option to delete or reschedule the email campaignIf the user wants to reschedule the campaign, they can click reschedule and set the date time of the campaignThe reschedule will not be allowed before one hour of sendingFor example if the schedule date is 11 AM EST, it will allow to reschedule till 10 AM ESTFAQs Can I reschedule the Email Campaign? Yes, you can reschedule the Email Campaign for Schedule before one hour of the execution date/timeCan I send the campaign via URL and email? Yes, there will be a preview available in the Statistics and the user can send the test email to check the preview[Note: User will not be able to unsubscribe in test or preview email] I want to restore the older version as I have deleted or processed wrong way? Yes, you can restore the older version by visiting three dots in the edit campaignIt will show in the dropdown option of See Version History to restore the older versions </s>
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<s>[INST] How to edit your Email Format for Mobile [/INST] Mobile devices are an increasingly popular way for your contacts or subscribers to view your email campaigns. This means it's now more important than ever to design with mobile devices in mind. Covered in this article: To edit mobile styles in a drag-and-drop template Preview and test your email campaign To edit mobile styles in a drag-and-drop template The default styles include font size and line height settings that work well on a smaller screen for Design Editor (Drag and Drop Editor). You can make additional changes to these at any time. To edit mobile styles in a drag-and-drop template - Design Editor, follow these steps: 1. After creating an Email template or campaign, go to the Appearances 2. Click the Appearance tab and choose Mobile Formatting 3. In Mobile Formatting, there are options for different styles, font heights, and alignment. For font size or button style, the toggle needs to be enabled to apply for the mobile formatting. Note - The following settings will only work in the mobile version of the email template in email clients which support media queries. 4. Once the settings are implemented for mobile, click the three dots after saving the template for preview in the mobile view. Preview and test your email campaign Preview and test your email campaign on a mobile device to view the changes. </s>
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<s>[INST] Facebook / Instagram - User comments on a Post trigger [/INST] TABLE OF CONTENTS What are the new Triggers? 1New Triggers 2Page is 3Post Type aPublished Post bCustom Post 4Comment Phrase/Word 5Tracking first level comments What are the new Triggers? When creating a workflow click on "Add Trigger"The triggers related to comment automation are present in the "Facebook/Instagram events" categoryYou can directly search for the trigger or scroll down to the categoryFacebook - User comments on a post Instagram - User comments on a post 1New Triggers Go to triggers and select from the available triggers based on your use case2Page is After clicking on the trigger the sidebar will openThere are multiple filters present hereThe first step is to select the Page3Post Type After selecting the Page you have to select the Post TypePost type can be "Published" or "Custom" aPublished Post - 'Published Posts' tab includes all posts on your business page - it could be text, photo, video or live video types of postsYou can also select the "View on Facebook" hyperlink to take you to the postbCustom Post 'Custom' tab allows you to find and connect the post by entering the Facebook post's URL or IDSelect Custom in Post type, add the "Post is" filter and paste the URL of the post in the field against Post is field4Comment Phrase/Word After selecting the post you have to enter what are you looking for in the commentYou can select from 2 options "Contains Phrase" and "Exact Match"Below are some examples to understand these 2 dropdown betterExact Match - Price Inbound message - Price Result - Pass Exact Match - Share the Price Inbound message - Share the Price Result - Pass Exact Match - Share the Price Inbound message - Please share the Price Result - Fail Contains Exact Phrase - I bought from you Inbound message - I bought from you Result - Pass Contains Exact Phrase - I bought from you Inbound message - I bought from you yesterday Result - Pass Contains Exact Phrase - I bought from you Inbound message - I bought one from you Result - Fail 5Tracking first level comments You can also use the toggle to turn on tracking of only first level commentsIf this is turned on only first level of comments will trigger the workflow </s>
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<s>[INST] Calendar Tweaks | How to change calendar text and color [/INST] Text Script: <script> var myVar = setInterval(myTimer, 100); function myTimer() { if(document.getElementsByClassName('hl_button')[0]) { document.getElementsByClassName('hl_button')[0].innerText = 'Continue'; //Your button text here clearInterval(myVar); } } </script> Text Script - For Team Calendar: <script> var myVar = setInterval(myTimer, 100); function myTimer() { if(document.getElementsByClassName('hl_button')[0]) { document.getElementsByClassName('hl_button')[0].innerText = 'Test'; //Your button text here clearInterval(myVar); } var myVar2 = setInterval(myTimer, 100); if(document.getElementsByClassName('btn-schedule')[0]) { document.getElementsByClassName('btn-schedule')[0].innerText = 'Test'; //Your button text here clearInterval(myVar2); } } </script> Custom CSS: <style> .vdpCell.selected .vdpCellContent, .hour-select input:checked+label, button.hl_button { background-color: #005840 !important; border-color: #005840 !important; } .vdpCell.selectable:hover .vdpCellContent { background-color: #4A9E86 !important; } .selectable .vdpCellContent { color: #000 !important; } .vdpCell.selected .vdpCellContent { color: #fff !important; } .load-more { color: #005840 !important; } .hour-select label:hover { background-color: #d1f0e7 !important; border-color: #d1f0e7 !important; } .vdpArrowPrev:after { border-right-color: #005840; } .vdpArrowNext:after { border-left-color: #005840; } </style> Custom CSS for Team Calendars: <style> .vdpCell.selected .vdpCellContent, button.btn-schedule { background-color: #005840 !important; border-color: #005840 !important; } .widgets-time-slot span { color: #005840 !important; } .widgets-time-slot, .widgets-time-slot:hover span{ border-color: #005840 !important; } .widgets-time-slot.actived span{ color: #fff !important; background: #005840 !important; border-color: #005840 !important; } .vdpCell.selectable:hover .vdpCellContent { background-color: #4A9E86 !important; } .selectable .vdpCellContent { color: #000 !important; } .vdpCell.selected .vdpCellContent { color: #fff !important; } .arrowPrevious rect, .arrowNext rect { stroke: #005840 !important; } .arrowPrevious path, .arrowNext path { fill: #005840 !important; } .action-back-link{ color: #005840 !important; } .action-back-link path { fill: #005840 !important; } </style> </s>
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<s>[INST] FAQs [/INST] TABLE OF CONTENTS General Questions Which plans offer access to custom dashboard widgets? Why does the widget data show a different time/date format compared to other sections of the platform? Which roles have access to the Custom widgets? How do permissions work for the dashboard? How can I configure widgets to display data specific to the team member viewing the dashboard? Why is there a mismatch in opportunities on the new dashboard? General Questions Which plans offer access to custom dashboard widgets? As of now, this feature is available for the $497 plan and higherIf you're on the $97 or $297 plan, we recommend upgrading to access this exciting featureWhy does the widget data show a different time/date format compared to other sections of the platform? Currently, our dashboard widgets use a system timezone and date format for consistencyWe understand this may not be ideal for all users, and we're actively working to provide you with the flexibility to switch time and date formats within the dashboard widgets for a more tailored experienceStay tuned for this upcoming feature! Which roles have access to the Custom widgets? The dashboard can be modified using these custom widgets by the Agency Admins and Agency users on the $497 plan or higherFor accounts on the $497 plan or above, dashboard access varies based on roles: Agency Admin ➝ Complete Edit and View Access Agency User ➝ Complete Edit and View Access Account Admin ➝ View Access Account User ➝ View Access, based on user permissions How do permissions work for the dashboard? To modify user permissions for the dashboard, follow these steps: Navigate to "My Staff" in the SettingsClick on "Edit" next to the user for whom you want to adjust permissionsIn the "User Permissions" section, make the necessary changesThe following dashboard permissions are available: Dashboard Stats Grants access to the entire DashboardThis is view only for Account Admin and Account users Contacts Provides access to all contacts and contact-related widgetsOpportunity Provides access to all Opportunities and opportunity-related widgetsAppointment Provides access to all Appointments and appointment-related widgetsLead value Provides access to value (monetary) related widgets on the dashboardOnly Assigned data No date will be visible on the custom widgets if enabled How can I configure widgets to display data specific to the team member viewing the dashboard? To enable team members to view their own data exclusively on the dashboard widgets, ensure you set a condition for each widgets using USER -> LOGGED IN USER under the conditions tabThis configuration will ensure that each team member sees only their data on the widgetsWhy is there a mismatch in opportunities on the new dashboard? We've shifted to considering the "Last Status Change" date for opportunities, departing from the previous "Created" dateThe mismatch in opportunity counts on the new dashboard is due to updates in older opportunities, contributing to the overall chart countTo address this, you can customize the date property used on the widgets: For General Widgets: Click on the filter icon on the widget and switch the date propertyChanging it on one filter will automatically update it for the remaining general filtersFor Users on the $497 and Higher Plans: Custom widgets can be added, allowing users to specify the date property in the widget settings for a more tailored experienceThis is an exclusive feature for users on plans $497 and higher </s>
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<s>[INST] Instagram Reels Publishing Guide for the Social Planner [/INST] Want to enhance your social media marketing and expand your reach on Instagram? Look no further than The Social Planner! We're here to guide you through the latest trend on the platform: Instagram reelsWith reels, you can easily create brief yet captivating videos to connect with your audience and boost your brand's visibilityShowcase your products or services in a fun and creative way, drawing in potential customers and driving traffic to your websiteDon't let this opportunity slip away - start utilizing the power of Instagram Reels with The Social Planner today! Prequsisties before continuing with this guide - Ensure you have already added an Instagram Professional account [Publishing Reels to a personal or creator account is NOT available] - Uploading Images and videos in Media Library prior to creating the reel - All the video format posts will get published to Reels and FeedCovered in this article: Prequsisties before continuing with this guide Use cases: How to make an Instagram Reel using the Social Planner Supported Content for Instagram Reels FAQs Can I use Instagram Reels with any Instagram account? What types of content can I include in an Instagram Reel? Is there a time limit for Instagram Reels? Can I schedule my Instagram Reel for later publication? Can I use Instagram Reels for personal or creator accounts? How can Instagram Reels help me connect with my audience? Is there a limit to how many Instagram Reels I can create using The Social Planner? Use cases: Increased visibility: Instagram Reels allow users to reach a wider audienceWhen you create a Reel, it has the potential to be featured on the Explore page, where people who don't follow you can discover your contentThis exposure can help individuals, influencers, and businesses gain more visibility and attract new followersCreative expression: Reels offer a platform for users to showcase their creativity and talentWith various editing tools, effects, filters, and audio options, people can experiment and create engaging visually appealing short videosDiscoverability: Instagram Reels' algorithm shows users content based on their interests, preferences, and engagement patternsThis means that if you consistently create engaging Reels, your content is more likely to be recommended to users likely to enjoy itThis can help individuals and brands increase their reach and attract more followersBusiness promotion: Reels also allow businesses to humanize their brand and connect with their audience more personallyBite-sized content consumption: Short-form content is popular in today's fast-paced digital environment due to its quick and easily consumable natureUsers can scroll through Reels quickly, making it a convenient way to discover and engage with contentHow to make an Instagram Reel using the Social Planner Step 1: Go to the "Marketing" tab > "Social Planner" > "New Post." Step 2: Under Publish, select your Instagram accountIf you select another social account, Reels will not be visibleFor publishing to Instagram, you must select one or multiple Instagram Professional accountsStep 3: Select Reels as your Instagram content type (See image below) Step 4: Create your reel by uploading up to 10 images or videos Step 5: Select "Post Now" or "Schedule for Later" - You can also save your story as a draftIf your post was scheduled, you will see your reel under the "schedule posts" tab Supported Content for Instagram Reels - Suggested video size upto 1GB and for thumbnail is 8MB- Aspect Ratio - The dimension should be recommended of 9:16- Duration: 15 mins maximum and 3 seconds minimum - Format: MOV or MP4 FAQs Can I use Instagram Reels with any Instagram account? No, Reels can only be used with Instagram Professional accountsReels will not be visible for publishing if you select another type of accountWhat types of content can I include in an Instagram Reel? Using The Social Planner, you can include up to 10 images or videos in your Instagram ReelIs there a time limit for Instagram Reels? Yes, Instagram Reels have a duration limitYour reel should be between 3 seconds (minimum) and 15 minutes (maximum) longWe also need to have specification of maximum columns (horizontal pixels) of 1920pxCan I schedule my Instagram Reel for later publication? Yes, you can schedule your Instagram Reel for later publication using The Social PlannerAfter creating your reel, you can choose "Schedule for Later," and it will be saved for future postingCan I use Instagram Reels for personal or creator accounts? No, Instagram Reels can only be published from Instagram Professional accountsPersonal or creator accounts do not have access to this featureWhere will my video post of Instagram Reels get posted - Feed or Reels tab? Based on new API changes of Facebook, the video posts of Reels will get posted in Feed and Reels section bothHow can Instagram Reels help me connect with my audience? Instagram Reels provide a fun and creative way to showcase your products or services, making engaging and connecting with your audience through visual storytelling easierIs there a limit to how many Instagram Reels I can create using The Social Planner? There is no specific limit to the number of Instagram Reels you can create using The Social PlannerYou can use the feature as often as you like to engage your audience and promote your brand </s>
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<s>[INST] Notifications inside Client Portal [/INST] The Client Portal Notifications feature consolidates all notifications from the client portal and its associated child apps into a centralised location – the Notifications Tab. This allows users to conveniently access and manage all their notifications within the application. In This Article How to access Notification? What notifications you will receive? How to access Notification? Navigate to the Bell icon within the application. All notifications, including those from child apps (courses, communities), will be listed in the same place. Click on each notification to view details or take relevant actions. All notifications for all community groups, will be found under the same place. For all in-app notifications, users get email notifications too Note: All notifications sent via Client Portal (including commuities) are charged. What notifications you will receive? Here's a list of notifications you will encounter in Notifications Tab: In-app notification type Child - App In - App Notifications Email notifications Tagged in a Comment Communities Tagged in a Post Communities @everyone in comment Communities @everyone in post Communities Request to join (User) Communities Request to join (Admin) Communities Membership approved Communities Membership declined Communities New Course added in Learning Tab (User) Communities New Like Communities N/a New Comment Communities New reply on comment Communities </s>
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<s>[INST] Call Tracking and Missed Call Text Back Through Google Business Profile [/INST] Google Business Profile (GBP) allows a business to register two phone numbers, which creates an excellent opportunity for Agencies to track calls generated from Google Business Profile listings while keeping with SEO best practices (i.e.moving the business' real phone number to the secondary slot has not been found to negatively affect rankings). The HighLevel Google Business Profile integration enables you to automatically move your client's main business number to the secondary slot and add their LeadConnector number to the first slot. When you toggle on GBP Call Tracking, the following happens: If the phone number in GBP is already a LeadConnector number from the HighLevel sub-account, nothing will be changed as the business's calls are already being tracked in HighLevel. If the phone number in GBP is also the forwarding number for any of the LeadConnector numbers in the HighLevel sub-account, HighLevel will move the current number to the secondary slot and add the LeadConnector number in the primary slot. If the phone number in GBP is not the forwarding number for any of the Twilio numbers in the corresponding HighLevel sub-account, HighLevel will move the current number to the secondary slot, add the LeadConnector number in the primary slot, and set the current number as the forwarding number for the LeadConnector number in the HighLevel sub-account. </s>
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<s>[INST] Contact Type [/INST] Contact Types are like categories, labels, or groups you allocate to your contacts for easier and more useful segregation. They can be customized to suit your business needs. In This Article Assigning Contact Type Adding, renaming, or deleting Contact Types Filtering based on Contact Type Assigning Contact Type Contact can have only one Type at a time When creating a new contact, Contact type is a mandatory field with a dropdown to choose from the existing types. For an existing contact, the Contact Type can be updated on the contact details page Contact type can be assigned from the "Update Contact" action in Workflows. Adding, renaming, or deleting Contact Types Navigate to Settings > Custom Fields and search for "Contact Type" and click "Edit" Filtering based on Contact Type Use the "Type" filter in Smartlist filter to effectively create and save different filter views for different contact types. </s>
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<s>[INST] Industry Playbook - Medical Practice [/INST] The roadmap for growing a local Medical Practice (such as Medspas, Chiropractors, etc.) online is simple: capture new leads, conversationally convert those leads into patients, turn those patients into positive reviews, and then reactivate those patients into repeat visitors. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Medical Practice’s website. Integrate the Medical Practice’s Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Medical Practice immediately receive a text message saying, “Sorry we missed your call - how can we help?” Nurture Leads into Bookings Configure helpful Text Snippets for phrases & links the Medical Practice often sends to people. Activate Conversation AI so the Medical Practice has a fully trained, always-on assistant to conversationally convert leads into bookings. Turn Leads into Sales Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay. Turn Sales into Positive Reviews Configure Email & SMS Review Request Templates so the Medical Practice can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Medical Practice can easily send out news, updates, and promotions to their contacts. </s>
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<s>[INST] Setting up QuickBooks Integration [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=__c0gDVBLs0 https://www.youtube.com/watch?v=4QXRl3mArfY&feature=youtu.be https://www.youtube.com/watch?v=QKgJcLx5Q-A https://www.youtube.com/watch?v=d1eLzPdUlYo In this article, we will cover integrating QuickBooks into your CRM softwareThis saves you from having to manually enter data into your CRM every time a contact is created in QuickBooksOnce connected all new contacts will be added to your CRM and automatically be sent a review request upon paymentWhat does the QuickBooks integration do: Syncs all contacts that are created in QuickBooks already along with any new contacts created after the integration Sends Review Request upon QuickBooks payment in HighLevel without any automation (only on the first invoice) Automatically register sales receipts inside Quickbooks whenever a payment is made inside GHL for order forms, subscription payments, membership checkouts, and calendar payments Automatically create an invoice inside Quickbooks as soon as an invoice is marked as sent inside GHLThis will also sync any updates made afterward inside GHL and mark it is paid inside QBO as soon as it is paid inside GHL Auto creation of sales receipts This is applicable for any payment processed via order forms, calendars, or subsequent subscription payments as well If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB If the customer is not present, we will create a new customer against the email id with which the transaction is processed One-way invoice sync from GHL to QBO This will create a replica of the sent invoice, along with the total amount (including taxes and discounts) on QBO for frictionless accounting sync Any updates made on the invoice inside GHL will be updated on QBOThis will include any invoice status change transitions inside GHL, such as the invoice is paid by the customer, or invoice is voided on GHL or any further discount is added upon customer request This will not sync existing invoices already created within GHLOnly new invoices created from now on will get synced inside QBO If a customer exists inside QBO with the same email id with which the transaction is processed, we will update the sales receipt corresponding to the same customer inside QB If the customer is not present, we will create a new customer against the email ID with which the transaction is processed Please Note: - Once the integration has been established all leads will be added as contacts to your locationIt may take up to 5 mins before you see the contact in the CRM - This includes any existing contacts on QBO along with the new contacts added after the integrationHow to Integrate QuickBooks Head into your settings > integrations > Click on the "QB Connect" button > Login Make sure to accept all permissions > hit the "connect" button Note: There is a check box that shows up under the QuickBooks Icon integrationAsking if you want to auto send review </s>
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<s>[INST] Mailgun Setup - Namecheap Domain Setup [/INST] 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: </s>
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<s>[INST] Email Notifications in Forms and Surveys [/INST] Email Notifications in Forms & Surveys offer a convenient and efficient way to stay updated on form submissions without the need for constant manual monitoring. Utilize this feature to respond promptly to submissions, and ensure a seamless form management experience. Share form submission details with team members or stakeholders by including their email addresses in the email notification settings. In This Article Notification Option in secondary bar Configure Email Notifications In actionable, easy-to-understand language, describe the different features or elements of your product and how to use them. Feel free to add code snippets, embed videos, files, images and checklists in these sections where applicable. Notification Option in secondary bar Clicking on the Bell icon will open the Email Notifications sidebar. Toggle on Email notification will turn on the email notification. Configure Email Notifications In the Email Notifications sidebar, you can configure the following fields: Subject: Set the email subject. If left empty, the form or survey name will be automatically added. You can use custom field also in subject. Email (To): Now, you can enter multiple email addresses with ease. Just enter them and watch them convert to email tags. Sender Name: If left empty, the location or agency name will be used as the sender’s name. If sender name is empty, it will take default locations name. Note: The email notification being sent through this uses email credits </s>
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<s>[INST] Kajabi Importer: Easily Move Courses to Highlevel [/INST] More Tutorials from the Community https://youtu.be/z_jLYKtJkV0 https://youtu.be/m-FgdpNew8E https://youtu.be/2_l5k3jg5Rg?si=JfrYJqigCA-pKlkR https://www.youtube.com/watch?v=Ohz0vg3X4V0 The Kajabi Importer allows for simple migration of courses from Kajabi to Courses within HighLevelThis guide provides step-by-step instructions to ensure a smooth transition of your valuable content to the HighLevel platformIn This Article How to access the importer Best Practices: Steps to import course: FAQs How to access the importer Go to Memberships > Courses > Products > Create Product > Import Best Practices: To optimize your experience, it's recommended to refrain from using custom CSSCreate a backup of your themesThis precautionary step allows you to revert to your original settings if neededInitiate the migration during off-hours to minimize any potential impact on your learners while using the courseSteps to import course Follow these steps to import your courses: Step 1: Create a Learner profile Create a learner profile on the platform you are importing from Ensure you are creating a new contact within the platform you are importing from using the system provided email IDOnce created, go back to the Course Importer screen and enter the password you used to create the account in the previous stepAdd the learner domain in the domain field (the domain where you enter learner login credentials)Click the "Import" button Step 2: Importing process Once the import process has started, it will log you in via learner credentials and start importing the coursesWhile progress will be shown, make sure to click the "Refresh" button to get an accurate statusTo cancel the importing process, click the "Cancel" buttonTabs can be switched while importing, but do not close the tab or windowAll videos, images and text content will be migrated for courses (and lessons)Note: The import will only bring in lessons that have been publishedAdditionally, the assignments, quizzes, and assessments will not be included in the import processThe preferred themes for the Library and Product sections are Encore Site and Premier Product, respectivelyStep 3: Successful importation Once the courses are successfully imported, they will appear under the Products sectionLast updated will appear under the Import section, stating when the last process took placeFAQs What causes an authentication error? Authentication errors appear when the added domain or credentials are incorrectTo resolve this, carefully verify the credentials again and ensure they are correct before initiating the import processWhat causes a "course import failed" error? Possible reasons for import failure: Incorrect Theme: Ensure that the selected theme is correctCredential Verification: Double-check the accuracy of the provided credentialsValid Domain: Confirm that the provided domain is compatible with the "/login" pathFor example, "domainName/login" should lead to the login pageRetry Option: If the import fails, users can click on "retry" to resume the process from where it left offCancellation Clarification: If a user cancels the import, it will be considered as canceled by the user, and any new imports will start from the beginning </s>
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<s>[INST] How to Copy Workflow to another Sub-Account? [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=Rpbas9scJCc&feature=youtu.be https://www.youtube.com/watch?v=DnLKoZF0mug https://www.youtube.com/watch?v=J7iJtHtiUnc https://www.youtube.com/watch?v=jwleRdaw0sE https://www.youtube.com/watch?v=G7oLShirC80 Now you can easily copy a workflow from one sub-account to another without going through the full "Snapshot" process. Only Agency Admin will be able to Copy Workflow. Copy to Sub-Account Select Sub-Account Only the sub-accounts that the logged in user has access to will be listed here On submit, the workflow will be copied to the selected sub-account The workflow copied to other sub-account will be in draft state by default Copy Workflow History The history of workflows copied to another sub-account are listed with current status for each log Copy Workflow History Details If any error while copying, you can debug by clicking on that particular history to view detailed info What happens to the assets while copying workflow? The following assets in the workflow will be copied while copying a workflow to another sub-account: Contact Tags Contact Custom Fields (The field type should be same) Sub-Account Custom Values Opportunity Custom Fields Opportunity Pipelines & stages Email/SMS - text templates Email builder templates (coming soon) Note: All the other assets or references will be cleared/removed from the workflow before copying to the selected sub-account. </s>
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<s>[INST] Payments - What is listed on the Subscriptions page? [/INST] In this article, we will cover the subscription tab and how it works Please head into Payments > Then click on Subscriptions Please Note: Only subscriptions created via funnel version 2 order forms are listed on the subscriptions pageThe ability to cancel subscriptions/initiate refunds will be added soon to manage subscriptions without heading to Stripe Covered in this article: What is listed on the Subscriptions page? What is listed in the subscription details? What does the status of the subscription represent? Will these subscription statuses remain in sync with Stripe / Paypal? Will the subscriptions page contain the list of subscriptions that did not get created because of payment failure on the order form? What is not contained on the subscriptions page? What is listed on the Subscriptions page? The list would contain all subscriptions created via 1-step or 2-step order forms in funnels version 2 mentioning: Payment Provider and Subscription id Customer details Source of subscription creation Date of creation Subscription amount Status of subscription What is listed in the subscription details? Payment provider details along with details of the source of subscription creationSubsequent transactions happening in the subscription in case the subscription was created on Stripe What does the status of the subscription represent? Status Stripe Paypal Trial trialing Active active active Canceled canceled canceled Suspended suspended Failed incomplete_expired Incomplete incomplete, past_due approval pending, approved Unpaid unpaid Expired expired We have bucketed the status of the subscription in Stripe and Paypal according to the above mappingRefer here to know what these status subscriptions mean in Stripe and Paypal Will these subscription statuses remain in sync with Stripe / Paypal? For Stripe, the subscription status and payments received will remain in sync with what is happening in your Stripe dashboardFor example, if you cancel the subscription on Stripe, it will reflect as Canceled in your subscriptions list as wellAll the upcoming payments received will also remain in sync with your Stripe dashboardThe subscription status will not remain in sync if the subscription was created on PaypalAlso, in case the subscription was created on Paypal, the subscription details will as of now not capture the upcoming payments as wellThe subscription entry will get created though for you to track the subscriptions that got created via PaypalWill the subscriptions page contain the list of subscriptions that did not get created because of payment failure on the order form? No, in case the payment failed while making the first payment for the subscription while submitting the order form, it would not get registered on the subscriptions pageYou can still track the contact as the contact will get created in both 1-step and 2-step order formsWhat is not contained on the subscriptions page? Recurring templates created in the invoices section Subscriptions created inside the Memberships section </s>
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<s>[INST] How to Add a Domain and Verify DNS Record [/INST] This guide will help you add and verify your email domainVerifying your domain is really important before you start sending emailsWe ask everyone to do this to track opens and clicks, stop spam, and make sure only you and your team can send emails from your domainTABLE OF CONTENTS Add Your Domain Verify Your Domain Option 1: Connect Your Domain(Auto Configure DNS) Option 2: Set Up Manually Add Your Domain Once you are in the Sub-account > Click on Settings > Email Services > Dedicated Domain and IP > + Add DomainEnter the domain you want to use in the “Enter domain name” field, then click "Add & Verify." we recommend using a subdomain for better email deliverabilityVerify Your Domain Here are two options for you: Connect through your DNS provider or Set up manuallyOption 1: Connect Your domain(Auto Configure DNS) This is the easiest method to verify and authenticate your domainIt uses our built-in connection with many top DNS providers to automatically set up DNS recordsThis way, you can verify and authenticate your domain in just one simple processClick “Continue” on the next modalOur system will detect your DNS provider and then guide you directly to their platformNote: The "Configure Domain" option may not be compatible with all DNS providersIf our system is unable to identify your provider, the records will be shown in a modal windowClick here to manually add the DNS recordsThe example below shows the DNS provider is CloudflareTo move forward, you will need to have the credentials to log into your DNS providerClick “Authorize domain” on the next modalLogin to your DNS providerThis will look slightly different for each providerThis example is CloudflareThe login method will also be slightly different for each DNS providerThe DNS provider in question may ask you to enter a confirmation code emailed or texted to youClick “Authorize” on the Cloudflare pageYou will redirected to the domain verification pageNote: It might take anywhere from 1 to 10 minutes for DNS changes to spread across the internetTypically, it happens faster, but don't worry if it doesn't happen right awayDMARC: If you've already added the policy to your root domain, you can skip adding the DMARC record for the sub-domainIf everything is set right you’ll see a Verified status like this: Option 2: Set Up Manually Once you've added the domain, if our system couldn't identify your provider, the records will be displayed for you to see.Most DNS providers will typically require the following information to set up your DNS records: Root domain example: Type Choose the for each row: TXT, CNAME and MX Name or Hostname Copy and paste the "Name" for each DNS record as follows: Use "@" if your DNS was not verifiedRemove the "@" and add your root domain name insteadExample: if your domain name is "yourdomain.com", replace "@" with "yourdomain.com"Value or Record Copy and paste the “Value” shown for each DNS recordTTL 5 minutes Sub-domain example: Type Choose the for each row: TXT, CNAME and MX Name or Hostname Copy and paste the "Name" for each DNS recordExample: If the hostname is mail.yourdomain.com, you may just have to enter the subdomain, which would be "mail"If it's not verified, add the full name like mail.yourdomain.comValue or Record Copy and paste the “Value” shown for each DNS recordTTL 5 minutes If everything is set right you’ll see a Verified status like this: You will be redirected to the Dedicated Domain page where you can see the active statusNote: After your domain is verified, issuing the SSL certificate may take between 1 to 10 minutesUsually, it happens faster, but don't worry if it doesn't happen immediately </s>
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<s>[INST] SEO Metadata troubleshooting for GoHighLevel Pages [/INST] Metatags testing tool: https://metatags.io/ Clear Link Preview Cache Stored by Facebook, Pinterest, LinkedIn, Twitter: https://support.shareaholic.com/hc/en-us/articles/360000263426-How-to-Clear-Link-Preview-Cache-Stored-by-Facebook-Pinterest-LinkedIn-Twitter Update SEO settings on Google using the URL Inspection Tool: https://support.google.com/webmasters/answer/9012289 For this method, you will first need to verify your domain on google. You can use the meta tag verification method for google domain verification. Here is an article for facebook domain verification: https://help.gohighlevel.com/support/solutions/articles/48001185852-facebook-domain-verification-by-meta-tag - The method for google domain verification would be similar. </s>
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<s>[INST] LIVE 24/7 HighLevel Support! [/INST] Ways to Contact HighLevel 24/7 How to Raise a New Support Inquiry 24/7 Select the blue question mark in the top right corner of the HighLevel Application and select "Chat Support." Available on Desktop onlyFrom here- you can either connect directly through our chat widget with one of our support specialists or create a ticket to be followed up with via emailTroubleshooting Q1: I'm not seeing the Blue Question Mark button in my dashboard Q2: How Do I create an Agency "Admin" to manage HighLevel location(s)? Additional Self-Service Resources IMPORTANT: Only Agency Admins Can Receive Support HighLevel Support agents are unable to make changes to an agency account without the consent of a validated Agency AdminIf you do not have access to the Agency view, you must reach out to your Agency AdminRaising a New Support Inquiry with Highlevel At any time of the day or night, seven days a week, you can begin a new LIVE chat with one of our HighLevel Support AgentsConnecting to Our In-App Widget: In the top right section of the screen, you will see a blue question markAfter clicking on the blue question mark, you will see a larger pop-outYou can then select "live chat" from hereOur chat widget, Highly will ask you a few questions and then get you connected to our team that can serve you bestIMPORTANT: Only Agency Admins Will See This View and Be Able to Chat with Us If you cannot see or navigate to your agency view, please reach out to an Agency Admin - they can grant you Agency Admin accessOnly Agency Admins will be able to see and receive supportWe cannot service or make any changes to Agency Accounts unless you are an agency admin How to Call HighLevel 24/7 At any time of the day, you can call +1 (888) 732-4197 for any sales, billing, or login related issuesTo get technical assistance-please follow the steps to Raise a New Support InquiryIMPORTANT: We Validate All Inbound Callers - We Cannot Serve Non-Agency Admins We validate all inbound callers, no matter the caller, to confirm they are an Agency AdminPlease have your Agency Relationship Number and your Agency HighLevel Login EmailWe cannot service non-agency admins that call inWe will need to validate your identity as an Agency Admin - we will encourage you to reach out to another Agency Admin to grant you access or reach out on your behalfYour security for your agency account matters to usIf your Agency HighLevel email is not the best one to reach you at, please mention this to SupportLastly, if your email is associated with multiple agencies, provide the correct agency name and relationship number of the account in questionTroubleshooting Q1: I'm not seeing the Blue Question Mark button in my dashboard The blue question mark button and its features are only visible to users logged in as a "Agency Admin" or "Agency User"Please Note: "SaaS Users" or "location User" will not see the blue question mark button, this is strictly for HighLevel customersQ2: How do I create an Agency "Admin" to get HighLevel Support? Step 1: Go to "Agency Settings" -> Click on the "Team" tab -> Click "+ Add Employee" button and complete: > User Info: Email, phone number and password is required > User Permissions: Select the user permission you wish your user to have Step 2: Make sure that the User Type section is "Agency"Step 3: Select the User Role as "Admin" Step 4: Click on "Add To Account" and select the location(s) you want this user to manage Step 5: Hit "Save" Please Note: - In-order to add a user to your agency or location you will need to be an "Agency Admin"- You will need to notify the user with their login info and password- Once the user logged in they can change the password within their profile settingsAdditional Self-Service Resources It is frustrating when we need help but can't get it as fast as we'd like itThat's why we've provided these hacks and tips below to help you get the fastest resolution time possible1Check out our knowledge base and YouTube channel Knowledge Base YouTube 2Hop into one of our weekly and monthly events here: HighLevel Events Page HL Daily Demo Daily Q&A 3Search our Facebook Community group for answers to frequently asked questions: Facebook Group *To get into our Facebook Group you need to provide your email address (the one used upon sign up), your Agency Name and agree to the community rules </s>
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<s>[INST] Manual Call - How to add a Manual Call action (Power Dialer) [/INST] 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 </s>
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<s>[INST] Industry Playbook - Real Estate Agency [/INST] The roadmap for growing a local Real Estate Agency online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews and recommendations/advocates. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Realtor’s website. Integrate the Realtor’s Google Business Profile to activate Google Chat (If they have a Google Business Profile) Activate The Missed-Call Text-Back so that any unanswered calls to the Realtor immediately receive a text message saying, “Sorry we missed your call - how can we help?” Nurture Leads into Bookings Configure helpful Text Snippets for phrases & links the Realtor often sends to people. Activate Conversation AI so the Realtor has a fully trained, always-on assistant to conversationally convert leads into bookings. Turn Leads into Sales Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay. Turn Sales into Positive Reviews Configure Email & SMS Review Request Templates so the Realtor can quickly & easily request reviews with the tap of a button. Turn Sales into Advocates Configure Newsletter Email Template so the Realtor can easily send out news, updates, and promotions to their contacts. </s>
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<s>[INST] Chat Widget shows HighLevel Google Analytics [/INST] Chat Widget is allowed to added to any funnel steps, website pages, Wordpress and any other integration like Shopify, Wix, squarespace. Chat widget can be integrated by using enabling it on any pages or they can add in header code of websites. Chat widget integration has header code with GA4 script of LeadConnector. LeadConnector tracks the following things to get timely notification for errors or issues. These data points are collected for 1. Alerting notification with timely checking - Chat widget team regularly conducts audits to meet that chat widget is working well without any errors and validation regulation. 2. Data monitoring - GA4 integration on Chat Widget allows tracking of following things - - Page View - on which pages the chat widget is added to optimise the speed and javascript for future. - PopUp Greeting Close Button - Small popup while someone visits the page and they opt to close it, this is done to check if UI is not user friendly. - Widget Open - Widget open to start the SMS/Live Chat - Widget Close - Widget close to close the SMS/Live Chat window as there were user experience issue or validation errors or issue while filling the first message. - Form Submit Click - Form filling or while compelling the data of user name, phone or number Note - HighLevel does not collect any personal or confidential data through these events. - Message Click - Submit button allows user to complete the form or send the first, we are checking if the button is getting stuck as it is hosted on different providers. - Validation error - Validation error while adding for phone, number , country selection or while adding the messages. Each tracking code in header will independently collect data, it would not affect the cross referencing data of other GA4 tracking code. We configure the GA code for the purpose of optimizing performance and identifying gaps in user experience to enhance usability. </s>
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<s>[INST] Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024 [/INST] As of February 2024, Google and Yahoo are requiring email senders to use email authentication, and adhere to important policy changes related to user consent and engagementIf senders don't follow these rules, their emails may be delayed, blocked, or marked as spamEven though this might feel like a sudden change, these requirements have been industry-wide best practices for maximizing email deliverability for quite some timeTABLE OF CONTENTS 1Elevate Your Brand with a Branded Sending Domain 2Establish DMARC Email Authentication for Your Sending Domain 3Ensure Brand Consistency 4Avoid pretending to be Gmail in the "From" headers of your emails 5Make it easy to Unsubscribe 6Optimize Email Delivery: Keep Your Spam Rate Below 0.30% Prepare Your Account: Follow our checklist to make sure you meet the new sender requirements set by both Google and Yahoo1Elevate Your Brand with a Dedicated Sending Sub-Domain Enhance control over your sender reputation and improve inbox branding by setting up a branded sending sub-domainSay goodbye to the "sent via msgsndr.com" disclaimer and embrace this deliverability best practiceKeep in mind that after enabling your dedicated sending sub-domain, a gradual warm-up of your sending infrastructure will be necessary over the subsequent 2 – 4 weeksNeed assistance? Check out our guide on setting up a dedicated sending sub-domainExample of what a Dedicated Sending Domain looks like to Gmail users: 2Establish DMARC Email Authentication for Your Sending Domain What is DMARC? DMARC (short for Domain-based Message Authentication, Reporting & Conformance) is a standard that enhances SPF and DKIMIt communicates a policy to mailbox providers, guiding them on how to handle emails which fail SPF, DKIM, or both, claiming to be from your domain (potentially spoofed)What should you do? If you lack a DMARC record AND are sending more than 5,000 emails per day (aggregated for sub-accounts using a shared sending domain), you should add one to your DNSImplementation Steps: 1Use a free DMARC checker like Dmarcian to find out if you already have a DMARC record in placeEnter your root domain (ie: yourdomain.com) and hit inspectIf you see "Hooray! Your DMARC record is valid.", you're good to go - ignore the following stepsIf not, continue to step 22Visit your DNS hosting provider and create a TXT DNS record3Choose TXT as the record type4Set the Host/Name value as: _DMARC 5In the Content/Points to field, enter: v=DMARC1; p=none; Keep in-mind that Google recommends gradually changing your DMARC policy over time to be more restrictiveYou can read about this process in their Recommended DMARC Rollout Tutorial documentHere's what the record would look like if setting up in Cloudflare for a domain called demohighlevel.com: 6Save/submit and use Dmarcian to verify the DMARC record has successfully been added (it may take a few minutes to register)You can also check by sending yourself an email and inspecting the headerIn Gmail, you can inspect the header of an email by clicking the three-dots icon and selecting the "Show More" optionHere's what the header will look like for an email that was sent from a domain that has a valid DMARC record in place: 3Ensure Brand Consistency Align your "from" address with your dedicated sending domain for a cohesive and recognizable email identityTo align with DMARC standards, your "from" address domain must match the root domain of your branded sending domainFor example, if your dedicated sending domain is "lc.msgsndr.com," the corresponding root domain is "msgsndr.com." Thus, using "hello@msgsndr.com" as your "from" address maintains alignment with the root domainDouble-check all "from" addresses in your flow emails and campaigns to ensure alignment4Avoid pretending to be Gmail in the "From" headers of your emails Why does it matter? Gmail and Yahoo is beginning to enforce the "quarantine" DMARC policyIf you try to act like you're sending from Gmail or Yahoo, it will reduce the likelihood your emails will be delivered to a recipients inboxWhat's the solution? Keep it simple: never pretend to be Gmail or Yahoo in the "From" fields of your emailsFor instance, don't send emails claiming to be from "example@gmail.com" or "example@yahoo.com." 5Make it easy to Unsubscribe Now, it's important for senders to make it easy for recipients to stop receiving emails If someone doesn't want the emails anymore, they shouldn't have to search for the unsubscribe buttonIf you use LC Email Service, take a look at this blog postTurning on this option will automatically include an unsubscribe link in the footer of all your emailsStreamlined Unsubscribing: One-Click Solution We've got good news for you! Meeting the new requirement of having a one-click unsubscribe link in every email just got easier with usThey've got it covered for you by automatically adding a one-click unsubscribe link to the header of each email you send except 1:1 emailsJust to clarify, the "header" here refers to the behind-the-scenes information in your email, which includes details about the sender and message authenticationWe are enhancing the one-click list-unsubscribe feature in the code for every messageWhile the appearance of one-click unsubscribe may vary in different email platforms, a visual example from Gmail is shown belowExample of what one-click unsubscribe looks like to Gmail users Your only task? Before February rolls around, take a quick look at all your campaign templates and flow emailsEnsure there's an unsubscribe link somewhere in your email body – the footer is typically a common spotIt doesn't have to be one-click, but it should be clear and easy for recipients to findEasy as that! 6Optimize Email Delivery: Keep Your Spam Rate Below 0.30% Make Sure People Want Your Emails: Just like you wouldn't want a stranger in your home without permission, it's not cool to send emails without permission eitherAlways make sure that people actually want to get emails from youIf too many people complain about your emails being spam (like 3 out of every 1,000), it can cause problemsYour emails might get delayed, end up in the spam folder, or not get delivered at allTo avoid this, try to keep your spam complaints to less than 1 out of every 1,000 emails you sendYou can check Yahoo spam complaints in the Spam ReportsBut, remember, we cannot track Gmail spam complaints and as such they are not included in email metrics within HighLevelGmail has its way of handling spam complaints to keep user info privateIf you want to keep an eye on Gmail spam complaints, use Google Postmaster ToolsThis helps make sure your emails get to where they're supposed to go without any issues </s>
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