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<s>[INST] Using custom fonts in the Email Builder [/INST] When creating your own HTML Email Design System, you may want to use a custom font beyond the standard ones available. When working with brand guidelines where you need to use a custom font, it's always best to use a custom font with a solid fallback in place. Email client support The first consideration to take into account when working with custom fonts is that email client support is patchy. The following email clients support custom fonts: Apple Mail iOS Mail Samsung Mail Outlook.com It's important to define a font-stack when using custom fonts. This should include some standard system fonts to make sure that your email renders in clients which don't support custom fonts. 'OpenSansBold', Helvetica, Arial, sans-serif To host your custom fonts, you can either use a service such as Google Fonts, or host them yourself. We can also host them for our customers - we'll need to see proof of your license before we can do this. For situations where your custom fonts aren't supported, you should select fallbacks that are included on the majority of computers. These fallbacks define what fonts will be displayed if the email client doesn't support custom fonts. CSS set up The most reliable way to include a specific font into your email is to use @font-face. Below is an example of this in action: <style> @font-face { font-family: 'Festive', cursive; src: url('https://fonts.googleapis.com/css2?family=Festive&display=swap') } * { font-family: 'Festive', cursive; } </style> When working with Outlook, we need to wrap this @font-face in a @media tag. This is because Outlook 2007, 2010 and 2017 don't support them. </s>
<s>[INST] Script not working? - Custom Javascript / HTML Code Validation Error Troubleshooting [/INST] If your custom code has the <script> tag within a <div> tag, please cut the script tag and paste it below the <div> tag so that both tags are separate. The <script> tag does not work within a <div> tag as per our funnel/website builder settings. </s>
<s>[INST] How to check logs for a specific text message if you are connected to your own Twilio account [/INST] Twilio offers several tools for investigating the interaction between Twilio and your applicationIf a message fails to go through, is delayed, or otherwise behaves unexpectedly, these tools should be your first stops for debuggingHow to navigate to the Messaging Logs and how to use them? You can view the error logs for your Twilio account by going to the Twilio ConsoleYou can use this log to get an idea of which Twilio resources may be affected and who was responsible for themLog on to Twilio https://console.twilio.com/ Go to the top right -> Click Account -> Click Subaccounts If there are too many subaccounts inside Twilio, you can go back to HL and copy the Account SIN for that location to search in Twilio: Now go back to Twilio with the copied Account SID Search based on the Twilio Subaccount SID in agency level settings -> Twilio Paste the Account SID here and click on it: Once you are in the subaccount inside Twilio Head to the Left panel, Click Monitor > Logs > Messaging Put the contact's phone number (remove all phone format) in the FROM / TO field: FROM field: Contact's incoming SMS TO field: Outgoing SMS Put the lead's phone number (remove all phone format) in the TO field: From there, look for the message where the problem happenedClick the hyperlinked dates to go deeper into the details for each messageYou’ll notice messages that don't hit a 200 are highlighted in either yellow or redAs you can see above, each log line includes the number of message segments, the message status, TO and FROM numbers, as well as if any media was attachedIf it says delivered but the contact is not receiving it, grab this Message SID and Create a support ticket with Twilio support In the detailed view of the message log, you can find the Message SID (Twilio's unique identifier for this message), as well as the time the resource was created, TO and FROM numbers, Delivery Steps, and the Request InspectorThe Delivery Steps section of this log will show you when the request was created, how long it was queued on Twilio's platform, and when it was sent out to our carrier partner for deliveryThese factors can help you determine where an undelivered message failed, or investigate latency issuesThe request inspector shows all requests and responses made when sending or receiving this messageYou can easily see errors on requests by the color-coded status on the right of a requestIn the above response, we can see that we received a 404 response because Twilio was unable to find the tunnel for the webhook we set up for messagesIf you hover over the records, it will preview the content of the messageHow to Check if the Twilio number is MMS capable: 1Go to Explore Products > Scroll down to find Phone numbers 2Click Phone numbers: 3Check if the number has MMS capabilities, or if the number can send/receive SMS to domestic numbers only </s>
<s>[INST] Calls Not Recording [/INST] TABLE OF CONTENTS How to enable Call Recording Calls Not Recording Calls Not Loading How to enable Call Recording In the agency view, Click on Click here to switch on the top left to go inside the sub-account Once you are in the subaccount, click on Settings (bottom left) Click on Phone Numbers Click on the Edit icon to the Twilio number you want to enable Call recording for Check the checkbox for Call recording (Default message: This call will be recorded for quality assurance) You could put a few spaces here so it will not announce anything, depending on the regulation where you live if that's allowedHowever, for workflow action Call steps, we will still announce the call recording messageClick on Update to save the changesCalls Not Recording In order for calls to record, each HighLevel location must have its own corresponding Twilio sub-accountIf you use your master Twilio SID and Auth Key for any sub-account, the calls will not recordCalls Not Loading It keeps loading because of some Twilio configuration that makes the call recording encryptedPlease check this article and see if you can disable this option Enforce HTTP Auth on Media URLs? https://support.twilio.com/hc/en-us/articles/223183748-Prevent-Unauthorized-Access-to-Your-Media-with-HTTP-Basic-Auth Below are the steps to disable this option Enforce HTTP Auth on Media URLs: Login to Twilio Console here Go to the top right -> Click Account -> Click Subaccounts If there are too many subaccounts inside Twilio, you can go back to HL and copy the Account SIN for that location to search in Twilio: Now go back to Twilio with the copied Account SID Search based on the Twilio Subaccount SID in HighLevel agency settings -> Twilio Paste the Account SID here and click on it: Click into the subaccount so you will see there's an orange text on the top left: Access the General SMS Settings page in Twilio ConsoleScroll to the "Enforce HTTP Auth on Media URLs" section, and then select DisableClick Save </s>
<s>[INST] How to Configure Brand System-Generated Links (API Domain) [/INST] With our API domains (Branded Domains), you can brand your system-generated links to represent a chosen domainWe highly recommend adding your API domain to increase deliverability and brand recognition when sending out linksSetting a custom API domain updates the domain shown in the links that are generated for: Forms Surveys Calendar Links Trigger Links Shortlinks Note: For Review Links, Custom API Domain setup is currently unavailable and is under developmentYou can brand system-generated links at two levels: 1Agency Level (API Domain) 2Sub-Account Level (Branded Domain) Configuring your API Domain at the agency level creates a default branded domain that will be used by all sub-accountsThis will apply to links generated for things like the Calendar Scheduler and Invoices, for exampleTo configure a branded domain at the Agency Level: Within the Agency View, go to "Settings" > "Company" and scroll to the API Domain field shown below Enter the sub-domain you want the system to use when creating links (something like links.yoursite.com) Next, go to to your domain registrar (e.gGoDaddy, CloudFlare, Namecheap, etc) and create a CNAME record in your DNS settings for (using the example above) 'links' that points to brand.ludicrous.cloud IMPORTANT: Scroll to the bottom of Agency Settings page > Company page and click the "Update Company" button to save your changesSub-Account Level: Configuring your API Domain (Branded Domain) at the sub-account level creates a default branded domain that will be used for only that sub-accountThis supersedes the agency level branded domainTo configure a branded domain at the Sub-Account Level: Within the Sub-Account view, go to "Settings" > "Business Profile" and scroll to the Branded Domain field Enter the sub-domain you want the system to use when creating links (something like links.yourclient.com) Click the "Add Domain" button and the domain connect wizard will launchFollow the prompts to have the wizard automatically create the CNAME in your domain registrar If you need to create the CNAME manually: Go to your domain registrar and create a CNAME record in your DNS settings for (using the example above) 'links' that points to brand.ludicrous.cloud IMPORTANT: Scroll to the bottom of Sub-Account Settings > Business Profile page and click the "Update Information" button to save your changesTroubleshooting: NOTE: If you previously set up your API/Branded domain and you want to update it to run on brand.ludicrous.cloud, you'll need to first clear the API/Branded Domain field, click Update Company to save, then re-enter your sub-domain into the API/Branded Domain field and save againThe API Domain is not for development purposes and is only designed to White Label (or mask) the links generated for the features mentioned in the above articleYour API Domain will not function in replace of any API Documentation provided on https://developers.gohighlevel.comPlease use the endpoints exactly as provided if you are developing third-party integrationsWe currently do not offer White Label API endpoints for API 2.0 or API 1.0 </s>
<s>[INST] How to set up Google Ad Conversion Actions [/INST] Google AdWords has a feature called conversion trackingThis allows you to track the success of your ads and optimize them accordinglyIt’s an essential tool for advertisers who want to maximize their return on investment (ROI)A conversion can be a specific customer action you've defined as valuable to your business, such as an online purchase or phone callConversion tracking shows you what happens after a customer interacts with your ads -- whether they purchased a product, signed up for your newsletter, and called your businessIn this article, we will show you how to set up conversion tracking in Google AdWords action in workflows so that you can start optimizing your campaignsNote before getting started 1For the most effective reporting, please make sure to set up Google Ad reporting [How to setup Google Ad Reporting] 2Please check that you have integrated the correct MCC id and Google Id to the location and that the email associated has the highest permissions (admin)3UTM Tracking template is added to Google Ad Account, in Account settings or campaign settings or ad level setup(It can ONLY be present in one place) Troubleshoot Guide For Google Ad Reporting Covered in this article: How to set up the Google Ad Conversion Action Step 1: Head into your Google Adwords account and click on the Tools and Settings tabClick on Conversions in Tools and Settings Step 2: let's set up the Conversions goals Step 3: Let's give the Conversion a Name Step 4: Select the value for your conversionStep 5: Setup the conversion window and attribution model Step 6: Now let's create the Workflow in the System Form Submission/Order Purchases/Survey Submission Incoming Phone Call Number Pool Calling Chat Widget Troubleshooting⁣ I have set up my conversionsNow how do I know it's working? ⁣ Where can I see my conversions?⁣ How to set up the Google Ad Conversion Action Step 1: Head into your Google Adwords account and click on the Tools and Settings tabClick on Conversions in Tools and Settings Click the "+ NEW CONVERSION ACTION" To start tracking conversions, we need to choose the import optionDepending on the version of your google ads account you can: Either select "Other data sources or CRMs" and then Select "Track conversions from clicks" Or, Select "Manual import using API or uploads" and then Select "Track conversions from clicks" In the recent update you may see the below optionsSelect "CRMs, files, or other data sources" and then select "Track conversions from clicks"Also under Data Source select "Skip this step and set up a data source later"Step 2: Let's set up the Conversions goals Select "Converted Lead" as the Primary option for the Goal and action optimization section belowFew users will see google's new UI and flowRefer to the below image for the sameYou can choose the conversion goal here as "Converted Lead" Step 3: Let's give the Conversion a Name Please type in the name of your conversionIn this example, we are calling it "GHL Click"Please Note: The conversion name will need to be spelled EXACTLY the same when setting up your Google AdWords action in the Workflow builder (last step)Once you have completed this step please copy and paste your conversion name somewhere closeThis will be used in a workflow trigger on the last step of this guideFew users will see google's new UI and flowRefer to the below image for the sameYou can add the conversion name and click on Add For users with the new UI, the user needs to click on "Settings" for the conversion created and choose "Conversion action settings" Step 4: Select the value for your conversionSelect from: same, different, or don't use a value..More info Select the count, we would recommend always choosing option "one"Step 5: Setup the conversion window and attribution model 1Set the click-through conversion window to "90 days" 2Next, set the Attribution model as "First click" or "Latest click" (recommended)..more info 3Click on "Create and Continue" 4Refer below to the screens on the new UI update 5Click on Done Step 6: Now let's create the Workflow in the System Workflow can be created for Form Submission, Order Purchases, Incoming Phone Call, Number Pool Calling, Survey Submission, and Chat WidgetForm Submission/Order Purchases/Survey Submission Incoming Phone Call Number Pool Calling Chat Widget Please Note: Every time you create a new campaign in Google, you will need to select "other" as your Google Adwords option in your new workflowIt will take 24 hours once we receive one contact with UTM source and gclid to get the list populated in workflow trigger as well as in Google Adwords ConversionForm Submission/Order Purchases/Survey Submission Create the Workflow Select the trigger - Form Submission, Order Form Submission, or Survey Submission Once the trigger is selected, add the filters with which the Form/ Order Form/ Survey and save the trigger details Click on the plus icon action and select the "add to Google Adwords" event and select "Other"Please paste the "Conversion Name" that was created in Google Adwords exactly as it is spelledPlease click "Save" and "Publish" your workflow Number Pool Calling Create the Workflow Select the trigger - Call Status Once the trigger is selected, add the filters with Call Direction > Incoming and Pool Number > Select Pool Number[Please add the pool number script on the funnel/website in header settings] Click on the plus icon action and select the "add to Google Adwords" event and select "Other"Please paste the "Conversion Name" that was created in Google Adwords exactly as it is spelledPlease click "Save" and "Publish" your workflow Chat Widget Create the Workflow Select the trigger - Customer Replied Trigger Click on the plus icon action and select the "add to Google Adwords" event and select "Other"Please paste the "Conversion Name" that was created in Google Adwords exactly as it is spelledPlease click "Save" and "Publish" your workflow Troubleshooting⁣ ⁣ I have set up my conversions now how do I know it's working? ⁣ Currently, there is no way to test this eventYou can always check your workflow action and check out the history tab⁣It should show the execution for Google Adword Action⁣⁣ Where can I see my conversions?⁣ It will take 24 hours exactly to get the list populated in trigger/workflow as well as in Google Adword Conversion⁣Within the 24-hour window, you can check the workflow history⁣ Does this work with all triggers?⁣ It only works for Form Submission, Order Purchases, Incoming Phone Call, Number Pool Calling, Survey Submission, and Chat WidgetForm Submission/Order Purchases/Survey Submission Incoming Phone Call Number Pool Calling Chat Widget </s>
<s>[INST] How to create Rooms? [/INST] In this Article How to create a Room? Additional Information Related Articles Rooms and Equipments How to create Equipments? Service Calendar How to create a Room? 1Access Calendar Settings and Enable Rooms: Go to your account and navigate to Calendars > Calendar SettingsUnder Preferences > In App Preferences, toggle on Rooms and Equipments2Create a Room: Once you've enabled the feature, a new 'Rooms' tab will appearUnder the 'Rooms' tab > Click on Create Room3Provide Room Details: To create a room, enter the following information: Room Name: Assign a unique name to the roomDescription: Briefly describe the room's purposeRoom Capacity: Specify the maximum number of appointments that can be scheduled in the room simultaneouslyThis determines how many bookings can overlap in the same room4Associate Calendars: Select the calendars that are associated with this roomWhenever an appointment is booked on any of the associated calendars, the room will also be booked automaticallyFor example, if you have two service calendars, such as 'Body Massage' and 'Head Massage,' both associated with the same room called 'The Massage Room,' specifying a room capacity of 2 means that two appointments can take place simultaneouslyIf one appointment is already booked on one calendar, users can still book another appointment for the same time slot in either calendarHowever, if two appointments are already booked, there will be no available slotsThis considers both user availability and room availability to ensure efficient schedulingBy following these steps, you can efficiently create and configure rooms in your scheduling systemThis ensures a seamless booking process and effective resource allocationAdditional Information 1Rooms and Equipment Details: Find your rooms and equipment details within the appointment modal - details viewThis ensures you can now easily identify which room has been assigned to a particular appointment and which equipment is being used or has been booked in conjunction with the appointmentThis feature simplifies the management of appointments, making it more informative and streamlined2Room Selection for Service Calendars In the in-app appointment modal, for service calendar appointments, we have introduced a room dropdown option during the appointment creation or booking processThis empowers you to choose the specific room you want to book alongside your appointmentIt offers greater flexibility and control over the booking processWith this process, you can effortlessly allocate the right room for your appointments, ensuring optimal resource utilization </s>
<s>[INST] Analysing Website Performance of a prospect in the Marketing Audit Report [/INST] The Website Performance section is essential in the Marketing Audit Report of a prospecting tool as it helps agencies optimise user experience, improve search engine visibility, conduct competitive analysis, optimise conversion rates, and provide valuable client education and consultation services on their websiteTABLE OF CONTENTS How to access Website Performance report Components of the Website Performance Report Advantages of a Having a Website Assessment in the Report How to access Website Performance report Simply go to Prospecting tab and click on Add a ProspectSearch for a prospect near you and click on Save ProspectThe Marketing Audit report gets generated for your prospectIn the Marketing Audit Report, scroll down to see the Website Performance section Components of the Website Performance Report 1Page Speed Agencies gain detailed insights into the page speed performance of the prospect's website for both desktop and mobile devicesUnderstanding loading times is critical to ensure a seamless user experience2Critical Information Presence: Agencies can explore critical information such as page speed, interactivity, overall SEO score, and large content presenceEnsure that the prospect's website meets essential criteria for optimal performance and visibility3Comprehensive Page Health Report: Users get to access a detailed page health report covering both desktop and mobile versions of the prospect's websiteAgencies can help prospects Identify potential issues or areas for improvement to enhance overall website performanceAdvantages of a Having a Website Assessment in the Report The Website Performance section is essential in the Marketing Audit Report of a prospecting tool for several reasons: User Experience Optimization: Page speed and overall website performance directly impact user experienceSlow-loading websites or pages can frustrate visitors and lead to higher bounce ratesBy analyzing website performance metrics, agencies can identify areas for improvement to enhance user experience and engagementSearch Engine Visibility: Search engines like Google consider website performance as a ranking factorWebsites with faster loading times and better performance are often favored in search engine results pages (SERPs)Therefore, optimizing website performance can positively impact search engine visibility, driving more organic traffic to the websiteCompetitive Analysis: Understanding the performance of a prospect's website compared to competitors is crucial for strategic planningThe Website Performance section allows agencies to benchmark a prospect's website against industry standards and competitors, identifying strengths, weaknesses, and opportunities for improvementConversion Rate Optimization: Website performance directly influences conversion ratesStudies have shown that faster-loading websites tend to have higher conversion ratesBy analyzing website performance metrics, agencies can identify bottlenecks or issues that may hinder conversions and implement strategies to improve conversion ratesClient Education and Consultation: The Website Performance section provides agencies with valuable insights to educate prospects about the importance of website performance and its impact on their business goalsAgencies can leverage these insights to offer tailored recommendations and consultation services, positioning themselves as trusted advisors in digital marketing and website optimization </s>
<s>[INST] WhatsApp Contact Management and Smartlist [/INST] Using our new feature, users can check if a particular contact is on WhatsApp or notThis field can be used to create smart list of contacts which have valid WhatsApp number to increase overall deliverability TABLE OF CONTENTS New Field: Valid WhatsApp Filter Options: How is the Valid WhatsApp field updated 1When a Message is Successfully Delivered on WhatsApp 2If a Message Fails to Deliver or Encounters Meta Issues: 3When a Contact Initiates a WhatsApp Message: 4If There is No Conversation Over WhatsApp: How to Utilize the Valid WhatsApp Field: How to add Valid WhatsApp column in the contacts page How to create a smart-list excluding InValid WhatsApp contacts FAQs: Frequently Asked Questions Q: How often are these fields updated? Q: Can I manually update the WhatsApp status of a contact? Q: What is the "Valid_WhatsApp" field? Q: What do the different "Valid_WhatsApp" values mean? Q: How does the "Valid_WhatsApp" status get updated? Q: Can I filter my contacts based on their WhatsApp status? New Field: Valid WhatsApp A new field named "Valid WhatsApp" has been introduced at the contact levelThis field provides crucial insights into the WhatsApp status of each contactFilter Options: Three filter options are available under the "Valid WhatsApp" column: Is Valid: Indicates that the contact's number is active on WhatsAppIs InValid: Indicates that the contact's number is not available on WhatsAppIs Not Validated: Signifies uncertainty about whether the contact's number is on WhatsApp or notHow is the Valid WhatsApp field updated 1When a Message is Successfully Delivered on WhatsApp When a message is successfully delivered, the system automatically marks the contact as "Is Valid" 2If a Message Fails to Deliver or Encounters Meta Issues: In cases where a message fails to deliver or encounters issues with Meta, the contact is marked as "Is InValid" 3When a Contact Initiates a WhatsApp Message: When a contact initiates a WhatsApp message, the status is updated to "Is Valid," ensuring real-time validationThis reflects that the contact has actively engaged via WhatsApp, confirming the validity of their number4If There is No Conversation Over WhatsApp: If there is no conversation over WhatsApp with a particular contact, the status remains in the "Not Validated" state until further interactionHow to Utilize the Valid WhatsApp Field: Filter Contacts Efficiently: Leverage the filter options to segment contacts based on their WhatsApp statusFor targeted outreach, filter contacts based on "Is Valid" to reach active WhatsApp usersSmartlist Optimization: Optimize your Smartlists by incorporating the "Valid WhatsApp" field for tailored communication strategiesEnhanced Insights: Gain valuable insights into the responsiveness and engagement levels of your WhatsApp contactsHow to add Valid WhatsApp column in the contacts page Step 1: Go to Contacts tab Step 2: Click on Columns and select Valid Whatsapp How to create a smart-list excluding InValid WhatsApp contacts Step 1: Go to Contacts page and click on More Filters Step 2: Search for Valid Whatsapp Step 3: Select is Valid and select Apply Step 4: Select OR condition and select Is not validated Step 5: Click on Save as smart list and add a name to your smartlist This smartlist will get dyanamically updated as soon as a contact becomes active or inactive on WhatsAppYou can use the smart listed created above to send WhatsApp campaigns The reason behind adding Is not Validated contacts is to ensure that WhatsApp messages are sent to contacts where the system has not yet determined whether the contact is on WhatsApp or not because of no WhatsApp conversation history FAQs: Frequently Asked Questions Q: How often are these fields updated? The fields are updated in real-time based on the specified scenariosQ: Can I manually update the WhatsApp status of a contact? No, the system automatically updates the status based on user interactions and message delivery outcomesQ: What is the "Valid_WhatsApp" field? The "Valid_WhatsApp" field is a new feature that tells you directly whether a contact's phone number is registered and active on WhatsAppQ: What do the different "Valid_WhatsApp" values mean? Valid: The contact has an active WhatsApp accountInvalid: The contact's number is not currently on WhatsAppNot Validated: The system hasn't yet confirmed if the number is on WhatsAppQ: How does the "Valid_WhatsApp" status get updated? It's automatic! Here's how it works: You send a message successfully: The status changes to "Valid" Message delivery fails: The status changes to "Invalid" Contact messages you on WhatsApp: Their status instantly changes to "Valid." Q: Can I filter my contacts based on their WhatsApp status? Yes! There's a new filter specifically for "Valid WhatsApp"Use it to see only contacts you can reach on WhatsApp </s>
<s>[INST] How to connect Instagram Business account with Social Planner [/INST] Once you have successfully completed the below steps Note: If you have not converted your Instagram personal profile to a business profile. You need to perform the below mentioned two steps: How to make an Instagram profile into a business account How to connect an Instagram business account with your Facebook account Step 1: Go to Social Planner > Setting The first step is to navigate to Marketing, and click on the Social Planner. On Visiting Social Planner, there will be a wizard with connect option, or after visiting the overview of Social Planner will have a Setting option (gear icon) Step 2: After clicking Add account, there will be an option to add the Instagram Business Account Step 3: It will ask you to choose Facebook and provide the permissions for Social Planner. Use your Facebook account that has an Instagram Business account connected with it, type in the necessary details, and click on Log In. Step 4: Next step is to select Instagram Business Profile(s), you wish to add to Social Planner. If the Instagram Business Profile is not verified it means that Instagram Business Account is not connected to any Facebook page. This is a requirement from Facebook to post. Step 5: You can manage the accounts from the Setting Icon </s>
<s>[INST] Double booking issue troubleshoot [/INST] How to set up group calendar to check for conflicts in multiple Google calendar: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48001161037-highlevel-teams-calendar-overview What each sync option means: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48000989188-calendar-sync-options </s>
<s>[INST] How to fully re-integrate Google calendar for a User [/INST] For the Group calendar: The ideal way to re-integrate with the new group calendar is by logging in as the user associated with the calendar: If the profile tab is missing, we can check to see which user is having the sync issue: Click on Edit for the Group calendar you are trying to fix: Verify the name of the user Once you have verified the user who is having issues, please ask them to log into and head into the location settings. Once you logged in as the user, Go to Settings --> Profile Scroll down to the Edit Check for Conflicts section within their profile De-select all of the calendars in the Check for Conflicts section and click Save: Next is to Edit the primary calendar Select Do not sync new events to the primary calendar and click Save Then Reintegrate the Google calendar from the integrations page as the user Go to Settings -> Integration-> Click "Reconnect!" Come back to the Primary, check for conflicts and configure the calendar again. </s>
<s>[INST] Where Do Form Responses Show Up? [/INST] Forms will help you capture information about contacts that fill out and submit the form. In order to view this information, start by navigating to "Sites" > "Forms" (at the top of the screen) > "Submissions" where, you will be able to filter or search through form submissions and view the information that was provided on a particular form submission. If you are using custom fields on your forms, those will also be shown in the Contact Details page which you can access by navigating to "Contacts" > (then search or click on any Contact). </s>
<s>[INST] Client Portal Dashboard [/INST] More Tutorials from the Community https://youtu.be/XLkDEt9Wqkc https://youtu.be/62skgJ9Z2uY https://www.youtube.com/watch?v=EnuIT8Otf2Y https://youtu.be/lj0QrN505RQ The new client portal dashboard gives you an overview of users invited/joined in the client portal and allows you to take certain actions like generating a magic link,Inviting a user to client portal or sending them login information via email In this article Client Portal URL Invited Users Vs Joined Users Action 1- Magic Link Action 2- Invite to client Portal Action 3- Login Email Client Portal URL You can copy client portal url and send it to your clients. This URL is updated based on your custom domain selection Invited Users Vs Joined Users The invited users shows you the count of users that has been invited to the client portal by selecting the invite option from the action menu Joined users are the actual number of users who have joined your client portal Action 1- Magic Link Magic links will let your contacts directly log in to the client portal without needing them to log in. Magic links are useful when you send them over email or messages. Note Magic links are generated at per contact level ,if you want to use magic links as emails with workflow triggers please use the custom values available that will automatically fetch the required data and build the magic link. Action 2- Invite to client Portal You can invite new users to client portal by clicking on the invite action.You can either invite and already existing contact or enter an email address. The invitation will go from your default domain Action 3- Login Email login email sends an automatic email to your contacts with a quick login button.Your clients can use the login button in the email to login to the client portal with requiring them to enter their password Note: You can select multiple contacts and send them login email together </s>
<s>[INST] How to Set Up Two Way Email Sync for Gmail [/INST] Two-way sync for Gmail allows users to integrate their Gmail account with the CRM and enables the synchronization of emails between the two platformsThis integration creates a connection between the platforms and syncs both waysSync inbound and outbound emails from existing contacts to GHL Create contacts and add conversations seamlessly from Gmail Real-time bidirectional email synchronization for improved efficiencyCovered in this Article What is Gmail Two way sync? Steps to connect How does the 2-way sync work between the CRM and your email account? Other functionalities Update Email: Disconnect Email: Auto Bcc Sync Does Two-way sync only work with individual emails or bulk emails and workflows? FAQs What happens to emails received from existing contacts? Will removing a synced account delete existing emails? Do new emails get synced after an account is removed? Will all my existing contacts in Gmail be synced with the CRM? What happens when a new email is received from a contact? What happens to sent emails from the CRM or Gmail? How are cc/bcc recipients handled in the sync? What if a contact emails someone else but includes the CRM user? How is the conversation thread managed when multiple recipients are involved? What if the same contact exists in multiple locations for the same synced email address? What is Auto Bcc Sync, and how does it work? How is the secure connection handled if Gmail login credentials change? What happens when an email is forwarded from Gmail? What if there are duplicate emails with multiple contacts? What is Gmail Two way sync? Gmail Two-Way Sync is a feature that enables the bidirectional synchronization of emails between Gmail and CRMIt allows users to integrate their Gmail account with the CRM, establishing a connection that keeps emails in sync across both systemsAny emails sent, received, or updated in Gmail will be automatically reflected in the CRM, and vice versaThe two-way sync ensures that users have a unified and up-to-date view of their emails, regardless of their platformThis feature streamlines email campaigns improves productivity, and ensures that important email communications are accessible in both Gmail and the CRMSteps to connect In the sub-account, go to "Settings" > "My Profile" and then the General tabScroll down to the section Email (2-way sync) Please Note: You will only see the Profile tab if you are added to the sub account for which you are viewing at that timeYou can also use the Login As Feature to login as a user of that sub account to access the Profile tabOver there, please select Gmail two sync and hit ConnectIt will then prompt you to choose one of the available Gmail Accounts in that browser or ask you to connect a Gmail account; select the one you need; connecting a new account will require you to enter that account's credentials in the popupConnecting it will then ask you about which permissions you are allowing LeadConnector to have on your Gmail account; make sure to allow all and then hit enable continue: Once you hit, Continue, you will see your desired Gmail account connected in the Email Two Way sync tab: How does the 2-way sync work between the CRM and your email account? There are two cases of how the sync can be established1You can email a contact from the CRM to initiate the sync between both platforms2Gmail Sync also works if a contact that is already saved in the CRM sends an email to the User (who has Gmail Two Way sync integrated) on their Gmail Email addressThe email would sync into the conversations tabThe contact also needs to be assigned to the user beforehandPlease note If the user is added to multiple sub accounts, and has integrated the same Gmail account for Gmail Two way sync in all those accounts, the email from the contact will go to the conversations tab of all those sub accounts, but we will only retain the instance of that contact in that sub account to which the user replies toSync will be broken for all other instances.The additional filter of user being assigned to the existing contact also makes sure that the conversation will not go to sub accounts that the contact does not belong toThe sent email will show up in the sent inbox of the integrated Gmail account: Please Note: Gmail supports only ~500 emails per day and emails beyond that will be unsuccessfulAll subsequent messages in the email thread will be in syncOutbound emails from your email will reflect in the CRM and vice versaPlease Note: The supported attachment size limit for Gmail Two way sync is 25 MBOther functionalities Update Email: This helps users change their connected email ID to another without disconnecting the previous connectionNew outbound emails from the CRM will start syncing with the newly added email addressUpcoming messages in the previously connected email ID (same thread) will stop syncing between the CRM & personal emailDisconnect Email: This helps users to disconnect their connection and stop the sync with the CRMPost disconnect, emails or messages will not sync between both platformsAuto Bcc Sync Auto Bcc Sync allows you to include the smart Bcc address in the Cc or Bcc field when sending an email from Gmail or OutlookDoing so will automatically add the conversation and contact to your CRM, streamlining communication and ensuring all relevant data is centralizedDoes Two-way sync only work with individual emails or bulk emails and workflows? How the sender domain mapping works for different types of emails: Individual Email: On connecting a personal email account (Gmail), the Gmail email ID will be considered the sender domain for the emails the user sends for individual emailsIndividual emails are sent directly from Gmail when 2-way sync is activated for the userBe aware that Google sets a limit of 500 emails daily, which applies to this functionalityBulk Email: This will continue to be sent from the sub-account level email provider2-way sync won't affect thisWorkflow & Automation: In terms of automated emails, they are not sent from the 2-way sync but dispatched from the defined sub-account level providersThis arrangement seamlessly integrates your automated CRM workflows and the email dispatch systemPlease Note: With this setup, users can leverage the 2-way sync for their one-on-one emails while also successfully sending bulk emailsThe Gmail-imposed limit of 500 emails per day applies only to individual emails, so users can send bulk emails via LeadConnector/SMTP without worrying about reaching this limitThis is a thoughtful design feature, allowing users to conduct mass email campaigns without being constrained by Gmail's daily email capFAQs What happens to emails received from existing contacts? All inbound emails from existing contacts will be reflected in your CRM and Gmail/Outlook inboxThis bidirectional synchronization ensures that you have a complete record of all your communication on both platformsWill removing a synced account delete existing emails? No, removing a synced account will not delete any existing emailsYour previously synced emails will remain intact, and the synchronization will only affect new emails sent or received after the account is removedDo new emails get synced after an account is removed? New emails sent or received after removing the account will not be synced between the CRM and Gmail/OutlookThe synchronization between the two platforms will continue for existing emails, and new emails will not be included in the syncWill all my existing contacts in Gmail be synced with the CRM? Yes, the Two-Way Sync identifies and syncs existing contacts from Gmail to the CRMIncoming emails from these contacts are automatically populated under the respective contact, but past emails (prior to the integration being connected) cannot be synced overWhat happens when a new email is received from a contact? New incoming emails from existing contacts will be reflected as new emails in the CRM and GmailIf the email belongs to an existing conversation thread, it will be displayed as a new email within the same threadWhat happens to sent emails from the CRM or Gmail? Outgoing emails sent from the CRM will be auto-logged in the Sent folder of the synced mailConversely, emails from the synced mail provider will automatically appear under the corresponding CRM contact's conversationsHow are cc/bcc recipients handled in the sync? If a user is cc'ed or bcc'ed, or included in multiple recipients in Gmail, this information is reflected under the respective contact in the CRM, ensuring comprehensive visibility of all communicationsNo new contacts are created for the CC and BCC email addressWhat if a contact emails someone else but includes the CRM user? In this case, the email will be reflected under the CRM, associating it with the respective contact, maintaining the complete conversation historyHow is the conversation thread managed when multiple recipients are involved? In case of multiple recipients (to) in an email, the first contact becomes the conversation tab in the CRMAll subsequent emails will appear in this threadWhat if the same contact exists in multiple locations for the same synced email address? Email originating from the CRM will be reflected only in the respective locationSubsequent replies and communication should also be specific to that locationHowever, emails from a contact to the CRM user should be reflected in all locationsWhat is Auto Bcc Sync, and how does it work? Auto Bcc Sync allows you to include a unique smart Bcc or Cc email address when sending an email from Gmail/OutlookThis automatically adds the conversation and contact in the CRM, streamlining communication and data managementHow is the secure connection handled if Gmail login credentials change? In case of changed login credentials, the CRM will require you to reauthenticate and resync the email to maintain a secure connectionWhat happens when an email is forwarded from Gmail? Any forwarded email to an existing contact will be treated as a sent email and synced under that contact in the CRMWhat if there are duplicate emails with multiple contacts? Duplicate emails sent to multiple contacts will be associated with the first created contact in the CRM </s>
<s>[INST] How to resell WordPress to your clients [/INST] In this article, we will discuss how you can resell WordPress to your clientsPre-requisites Connect your Agency Stripe Account Picking Your Plan Setting your Sales Price Personalizing offers for certain clients Disabling Offers for certain clients How is the experience for your client? How do your clients discover this feature? How do your Clients complete the purchase? How does the billing work? Pre-requisites Connect your Agency Stripe Account Your agency Stripe account will be used to collect subscription payments for WordPress hosting from your clientsYou can connect your agency Stripe account to your agency by following this help article - https://help.gohighlevel.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard Picking Your Plan You can pick your pricing plans on Agency left menu -> reselling screen We currently have a standard plan for all users Pay-as-you-go plan that charges you a monthly subscription of $10 / site + you can resell it for an amount of your choice Setting your Sales Price You can set your agency-wide offer by configuring it on Agency left menu -> reselling tab Personalizing offers for certain clients If you wish to offer a different rate to certain clients, you can do so by going to Account List -> search for client -> view details Disabling Offers for certain clients If you have certain clients that you do not wish to offer WordPress to, you can turn if off from Agency Left Menu -> List of accounts -> Search for location -> View details and toggling off the Offer WordPress optionPlease note: This offer can only be disabled before the sale has happenedOnce a location already purchases WordPress, you can not disable it from hereHow is the experience for your client? How do your clients discover this feature? Your clients can discover your WordPress offer in 3 ways Top bar notification banner (This is a one-time notification and once dismissed it disappears forever)LaunchPad item Location left menu -> Sites -> WordPress How do your Clients complete the purchase? Once your clients have discovered the feature, they can proceed to purchase WordPress from you by clicking on the get started button When your client clicks the Continue button the system will create the subscription, process the payment, and take them to the WordPress dashboardHow does the billing work? When your client purchases WordPress it creates 2 subscriptions in the System Between your client's card & your Stripe Account so you can collect payment from your clients Between HighLevel & your card so you can pay $10 / month to HighLevel </s>
<s>[INST] Mailgun Setup - Google Domain Setup [/INST] TABLE OF CONTENTS Step-by-step Mailgun Setup - Google Domains To add the 1st TXT record To add the 2nd TXT record To add the MX records, click Create new record To add the CNAME record, click Create new record Step-by-step Mailgun Setup - Google Domains 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 records Log in to domains.google.com Click into the domain you are trying to set up Click DNS on the left panel, we are going to add 5 DNS records Copy the first TXT record here v=spf1 include:mailgun.org ~all To add the 1st TXT record 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 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 @ Type: Select TXT from the dropdown Data: we will paste the first copied TXT record here v=spf1 include:mailgun.org ~all Don't click save yet, 4 more new records to add Once you are done with the 1st record, click Create new record To add the 2nd TXT record 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 Examples: copy the highlighted part Example 1 using subdomain Example 2 using main domain: Type: Select TXT from the dropdown Data: we will paste the second long TXT record here To add the MX records, click Create new record 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 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 @ Type: Select MX from the dropdown Data: paste the following data Copy and paste 10 mxa.mailgun.org Click +Add more to this record Copy and paste 10 mxb.mailgun.org To add the CNAME record, click Create new record 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 If you are setting up a main domain like companyname.com, the host name will be email Type: Select CNAME from the dropdown Data: copy and paste mailgun.org Now that you have added 5 DNS records, click SAVE! Go back to Mailgun and click 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>
<s>[INST] How do I change my Agency's address? [/INST] You can change your agency's address by going to Agency view -> Settings -> Company -> Company Address section </s>
<s>[INST] How To Do In-App Upsell In Membership? [/INST] Maximize your profit by adding In-App Upsells to your product My Library PageYour customers can choose to purchase additional offers(s) or products from the My Library Page In this article: What is In-App Upsell? Adding an In-App Upsell? How-to add your In App-Upsell to an Offer: Customizing an In-App Upsell Checkout Page Preview Your In-App Upsell Editing Your In-App Upsell Removing In-App Upsell What is In-App Upsell? An In-App Upsell is used as a way to sell another Offer or product from my library page after the initial Offer has been purchasedCourse takers will see locked products or course bundles on the my library page where they can make a purchase Adding an In-App Upsell? How-to add your In App-Upsell to an Offer: Step 1: First, Create an offer(Help Doc) Step 2: Then, return to your "Offers Dashboard" and select the "Offer" you wish to attach your Upsell toStep 3: Go to the Upsell section and click the "+ Add Upsell Offer" buttonStep 4: Select between In-App upsell or One-click upsell Step 5: In the dropdown menu, select the Offer you want to use as the UpsellStep 6: Customize the Upsell page to your liking Note: Be sure to activate the upsell and save itNote: Multiple In-App upsells can be added to an offer Customizing an In-App Upsell Checkout Page There are multiple elements that you can customize in the upsell checkout page to suit your brand identityTo customize an Upsell checkout page: Step 1: Click on the customization button in the list view Step 2: Apply customizations in the customizations section on the left of the pageStep 3: Click on save to apply the customizations to the Upsell checkout page (Top right)Preview Your In-App Upsell View your upsell purchase experience by clicking the "preview" icon on the list view or to the right of your Upsell customizations page Preview your Upsell page from within the builder Editing Your In-App Upsell Once you have added an Upsell to your Offer, you have the ability to edit specific details of the Upsell Page even furtherHow-to edit your upsell: Step 1: Click the Upsell attached to your Offer within your Offer BuilderStep 2: Then, in the Upsell page, select the name of the Upsell you wish to editStep 3: Edit the Upsell page/ Change your Upsell offer Removing In-App Upsell To remove In-app Upsell from your Offer: Step 1: Click OffersStep 2: Select the Offer in which you'd like to remove the UpsellStep 3: Go to the Upsell section on the Offer page and click on three dotsStep 4: Select "delete" to remove an upsell offer </s>
<s>[INST] Grouping of Social Media Profiles [/INST] There are times when there are multiple social media profiles or networks. It becomes tough to select each time social profiles while creating a new post. It would become a lot faster to select them all at once with Social Grouping. How to create a Social Group? It can be created from the overview page of Social Planner or while creating a new post or in Settings of Social Planner, user can manage the social accounts inside the group. Each Social will become unique inside the group. Step 1: Click on Add Group Step 2: Enter the Group Name Step 3: Click on Add accounts to group and select your social channels Step 4: Click on Add Group Step 5: If needed, you can edit the Group by clicking on the pencil icon </s>
<s>[INST] How to use the Workflow Slack Premium Action? [/INST] Workflow Slack Premium Action is a feature that enables users to send automated messages to Slack channels and users, streamlining communication and improving team collaborationThe action offers three main events: sending a message to a user, a private channel, or a public channelAgencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access LC Premium Triggers & Actions- Once Premium Actions & Triggers are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executions- For agencies to avoid accruing execution costs for EXISTING Sub-Accounts, rebilling will need to be enabled manually for each Sub-Account within the Agency view (more info)- If premium actions are enabled on the SaaS Configurator, new Sub-Accounts generated will automatically be enrolled in LC Premium Actions & Triggers, no further action is required by the agencyCovered in this Article: What is the Slack Notification Premium Action? What are some excellent Usage cases for this? Who is this useful for? What are the benefits of this feature? How to use the Workflow Slack Premium Action? Send Direct Message to a User Different Types of User Sources & their use cases Assigned User (of contact) Custom Email Internal User Slack User Select a User Source Message Content Send a Public Channel messageChoose a Public Channel Message Content Send a Private Channel messageChoose a Private Channel Message Content What is the Slack Notification Premium Action? Workflow Slack Premium Action is an advanced communication feature designed to automate and streamline messaging within Slack, a widely-used team collaboration toolThis feature allows users to send targeted messages to specific users, private or public channels within their Slack workspaceA user-friendly interface and customizable options ensure effective communication by enabling users to set up and schedule notifications based on their needsThe action offers three main events: Sending a message to a user: Users can choose from four options to send a direct message to the right person: Assigned User, Custom Email, Internal User, or Slack UserEach option serves a unique purpose in determining the Message's recipient, ensuring accurate and efficient communicationSending a message to a private channel: Users can select a private channel within their workspace to send messages, which will appear as if sent manually by the User who created the Slack integrationThis allows for secure communication within a select group of team membersSending a message to a public channel: Users can choose a public channel within their workspace to broadcast messages, making information accessible to all workspace membersWhat are some excellent Usage cases for this? Who is this useful for? Workflow Slack Premium Action is helpful for organizations and teams that rely on Slack for communication and collaborationIt helps automate messages and notifications, streamlining the information flow within the workspaceSome good usage cases for this feature include: Project Management: Automatically notify team members when new tasks are assigned, project deadlines are approaching, or tasks are marked as completeThis can help ensure everyone stays on track and knows their responsibilitiesSales and Marketing: Notify the sales team of new leads, opportunities, or closed deals, allowing them to act quickly and efficientlyMarketing teams can also benefit from automated notifications about campaign performance, content publication, or social media engagementCustomer Support: Send automated notifications to the support team when new support tickets are created, escalated, or resolved, ensuring a timely response and efficient issue resolutionHuman Resources: Notify HR and relevant team members of employee onboarding, training sessions, performance reviews, or policy updates, keeping everyone informed and engagedIT and Development: Send alerts to the IT or development team when new bugs are reported, system outages occur, or software updates are released, allowing them to address issues promptly and maintain system stabilityCompany-wide Announcements: Share important news, updates, or reminders with the entire organization through public channels, ensuring that everyone stays informed and engagedWhat are the benefits of this feature? Workflow Slack Premium Action offers several benefits to organizations and teams using Slack for communication and collaboration: Improved efficiency: By automating messages and notifications, teams can save time and reduce manual effort, allowing them to focus on more critical tasks and improving overall productivityEnhanced communication: This feature ensures that important information is shared with the right people at the right time, reducing communication gaps and misunderstandings within the teamStreamlined collaboration: Workflow Slack Premium Action promotes better collaboration by informing team members about project updates, task assignments, and deadlines, helping everyone stay on the same pageIncreased accountability: Automated notifications for task assignments, updates, or deadlines encourage team members to take responsibility for their work, leading to better overall performance and accountabilityCustomization and flexibility: The feature offers a variety of customization options, allowing users to tailor their messages and notifications to their specific needs, making communication more relevant and effectiveReal-time updates: Workflow Slack Premium Action enables teams to receive instant notifications about critical events or updates, allowing them to respond quickly and make data-driven decisionsCentralized information: By sending messages to specific channels, this feature helps to centralize information within the organization, making it easier for team members to access and reference important updates and dataScalability: Workflow Slack Premium Action can quickly adapt to the changing needs of a growing organization, ensuring that communication remains efficient and streamlined as the team expandsHow to use the Workflow Slack Premium Action? The action offers three main events: Sending a message to a user Sending a message to a public channel Sending a message to a private channel Send Direct Message to a User You will have four options if the event is Send Direct Message to UserAssigned User - Assigned User of the Contact Custom Email - Add a specific email to search your Slack Workspace for the User and then send out the Message Internal User - Users from your account Slack User - Directly search your Slack Workspace Users by nameDifferent Types of User Sources & their use cases Assigned User (of contact) This is used to send out notifications for the assigned contact userIn this case, the User's email (in settings>My Staff> User Info) for the User Assigned to the contact is used to find the Slack userCustom Email This is used for all the cases where you need a dynamic user to send notifications toThe custom email that is filled in is used to find the matching of a Slack userThis is for all those cases where you do not have the User predefinedEither type in the email or select from a list of custom variables using the custom variable pickerInternal User Use this option to send a message to one of the account usersYou were typically used to send notifications to particular users responsible for certain sections of your businessSay, sending out information on a successful opportunity won to your finance headThe email of the Internal User selected is used to find the Slack user hereSlack User This is as simple as it soundsSend a direct message to any Slack user of your workspacePlease note: Slack allows only a limited number of users to be fetched simultaneouslySo if you don't see your user by typing out the name, please hit the load more buttonThis will keep searching until you have the required user foundIf the user is at the bottom of the list, you might have to hit the load more button several timesThis is only for the workspaces having more than 1000 usersSelect a User Source To start, select one of the four User Sources providedMessage Content Insert Message to send Direct Message to a UserFor more formatting options, check here You can use the extensive custom variable picker to send information about a contact or any CRM-related informationSend a Public Channel messageIf the event is Send Public Channel Message, you must select which Public Channel you want to send messages toChoose a Public Channel Select the desired channel to send the MessagePlease note: Slack allows only limited number of Public Channels to be fetched at onceSo if you don't see the desired channel by typing out the name, please hit the load more buttonThis will keep searching until you have the required channel foundIf the channel is in the bottom of the list you might have to hit the load more button a couple of timesThis is only for the workspaces having more than 1000 channelsMessage Content Insert Message to send to the Public ChannelFor more formatting options, check hereYou can use the extensive custom variable picker to send information about a contact or any CRM-related informationSend a Private Channel messageIf the event is Send Private Channel Message, you must select which Private Channel you want to send messages toChoose a Private Channel Select the desired channel to send the messagePlease Note: It's important to be aware that when sending messages to a Private Channel, these messages will be sent as the User who created that Slack Integration, not as the BotTherefore, it will appear as if it was sent manually by the User itselfSlack allows only limited number of Private Channels to be fetched at onceSo if you don't see the desired channel by typing out the name, please hit the load more buttonThis will keep searching until you have the required channel foundIf the channel is in the bottom of the list you might have to hit the load more button a couple of timesThis is only for the workspaces having more than 1000 channelsMessage Content Insert Message to send to the Private ChannelFor more formatting options, check hereYou can use the extensive custom variable picker to send information about a contact or any CRM-related information </s>
<s>[INST] Customize Email and SMS notifications for invoicing [/INST] This new feature lets businesses make email and text notifications for invoicing instead of using the system's default onesYou can also choose which notifications to send and add info like customer details and invoice amountCovered in this Article: What is the Invoice Notification Customization feature? Who is this feature built for? What are the benefits of this feature? What types of Notifications are included, and how to configure them? Types of Notifications: How to configure these notifications? What is the Invoice Notification Customization feature? The new feature allows businesses to customize email and SMS notifications for invoicing differentlyFirstly, companies can create templates for invoicing notifications, giving them greater control over the look and feel of their notificationsCompanies can customize the font, colors, and overall design to match their brandingSecondly, businesses can include specific invoice details in their notificationsFor example, companies can include the customer's name and address, the invoice total, the due date, and the invoice URLThis can help customers quickly and easily understand what they owe and when it is due, reducing the number of follow-up emails or callsFinally, customization can be done for the customer receiving the invoice and for the sub-account user sending the invoiceThis means businesses can create different templates and notifications for other customers or sub-account users, which can be helpful for interactions with multiple customers or sub-account usersWho is this feature built for? This feature is helpful for businesses that use invoicing to manage their financial transactionsSpecifically, it benefits companies that want to control the look and feel of their invoicing notifications and customize them to match their brandingIt's also helpful for businesses that want to include specific invoice details in their notifications to keep their customers informed and up-to-dateWhat are the benefits of this feature? The benefits of this feature include the following: Customization: Businesses can customize their invoicing notifications to match their branding, which can help to create a more professional and cohesive imageExclusion of notifications: Businesses can choose which notifications to send, which can help to reduce the number of unnecessary notifications that customers receiveClarity: By including specific invoice details in notifications, businesses can help customers quickly and easily understand what they owe and when it is dueThis can reduce the number of follow-up emails or calls and improve overall customer satisfactionDifferentiation: Businesses can create different templates and notifications for other customers or sub-account users, which can help to differentiate their invoicing process from competitors and improve customer loyaltyEfficiency: This feature can help to streamline the invoicing process, making it easier for businesses to manage their financial transactions and reduce administrative burdensWhat types of Notifications are included, and how to configure them? Types of Notifications: Refer to the table below for the different types of notifications sent to the customer and the sub-account user: How to configure these notifications? If have not already built Invoice Notification Templates for SMS and Email, Head to Marketing> Emails> Templates to build out Email templates for thisand to Marketing>Templates to build SMS templatesHead over to Payments>Invoices>Gear Icon>Choose Templates for Each Notification typePlease Note: Users will not be able to customize the Subject line of the Email TemplatesOnce you are done configuring the templates for all your desired notification types, scroll down and hit SavePlease Note: The following Invoices Custom Values can be used to populate relevant information in the templates: </s>
<s>[INST] Embed a HighLevel Calendar [/INST] Go to "Calendars" > "Calendar Settings" For the specific calendar you'd like to embed, click the "three dots" icon and select "Share" In the pop-up modal, select the "Embed Code" tab Click "Copy" Past the embed code in a custom code element on another website as desired. Note: If you are looking to embed a HighLevel Calendar in a funnel or website page in HighLevel, you can use the Calendar element in the page builder. This element will allow you to choose the calendar you'd like to display and automatically insert it without the need for adding an embed code manually. </s>
<s>[INST] Setting Up SMTP Providers [/INST] We have direction integrations with both Google and Outlook, if you're sending through these providers please use those integrations not SMTPGmail Sync Article -- https://help.gohighlevel.com/support/solutions/articles/48001235216-how-to-set-up-two-way-email-sync-for-gmail Outlook Article -- https://help.gohighlevel.com/support/solutions/articles/48001229663-two-way-email-sync-for-outlook We also have built in bulk sending using LC Email as wellLC Email Article -- https://help.gohighlevel.com/support/solutions/articles/48001220605-what-is-lc-email-i-want-to-know-more If you choose to use SMTP you do so at your own discretion, while we offer support it will be done on a best effort basisSMTP is considered an advanced use case for experts and not how most people should be sending email through HighLevelA List of SMTP and IMAP Server: https://www.arclab.com/en/kb/email/list-of-smtp-and-imap-servers-mailserver-list.html Sender Email Address Configuration Limitation when Using Your Own SMTP Provider: If you are using an SMTP provider, make sure the sender email you mask here matches the email you integrated withLearn more on how to configure the sender's email address hereIf the sender's email does not match with the SMTP integrated email, or if the sender's email is not verified with your SMTP provider, it will fail to deliverTo test if the integrated SMTP integration work: When sending an email, we will need to update the sender's email address so it matches the integrated SMTP emailIn manual conversation, the sender email is set to be the user login email, we will need to set the email below to match with the SMTP integrated emailBy default it will show your login email here: Daily limits on how many emails can be sent: Your SMTP provider may have daily limits on how many emails can be sentGmail, for example, has a limit of approximately 100-150 emails per day when connected to the server from a remote email clientLearn more about Why Can't I use My Free Email Address As The SMTP? Workflow/Email Statistics We will not be able to fetch delivered/bounced stats to display themSMTP integration will show opened and clicked onlyWe highly recommend setting up Mailgun or LC Email to show statisticsLearn more about Troubleshooting Email StatsCommon issues when settings up SMTP providers: 1Make sure Email Re-Billing is disabled while we make changes to the default provider 2please try to use the gmass tool with the same input and see if that works: https://www.gmass.co/smtp-test Help docs on setting up SMTP providers: Google: Using Google/Gmail/GSuite as your SMTP Provider Setting alias for Google smtp Yahoo: Yahoo temporarily disabled their SMTP and there's no ETA on when it will be available againSendgrid: Using SendGrid As The SMTP Provider Zoho: Using Zoho as your SMTP Provider In regard to setting up Amazon SES: Use the correct server name listed on the SMTP Settings page Use port 465 Use the IAM Username & Password you created ( and hopefully saved because you can't view it again ) Use the Amazon AWS Root User Email Address Amazon SES Quick Start https://docs.aws.amazon.com/ses/latest/DeveloperGuide/quick-start.html Managing Your Amazon SES Sending Quotas https://docs.aws.amazon.com/ses/latest/DeveloperGuide/manage-sending-quotas.html Moving Out of the Amazon SES Sandbox https://docs.aws.amazon.com/ses/latest/DeveloperGuide/request-production-access.html In regard to setting up Outlook / Microsoft Office 365: It is common to get the error Authentication unsuccessful even though the two-step verification is OFFMicrosoft changed its securityNow a third-party app requires SMTP Authentication to be enabledHere is the guide to enabling SMTP > https://docs.microsoft.com/en-us/exchange/mail-flow-best-practices/how-to-set-up-a-multifunction-device-or-application-to-send-email-using-microsoft-365-or-office-365 If the above article is not helpful, please reach out to Outlook support to get the account authenticatedRelated Articles: Hide The SMTP Setup Help Doc Link </s>
<s>[INST] Bulk Actions For Contacts & SmartLists [/INST] In this Article: Bulk Action Status Rate limits for: Add in drip mode: Add all at once & Add all at a scheduled time (except Bulk Email) Add all at once & Add all at a scheduled time (except Bulk Email) Scheduling bulk actions Bulk Action Status To view the status of a Bulk Action, go to Contacts > Bulk Actions > Click on the 3 dots Tab where you can view the status and/or pause the action. Rate limits for: Add in drip mode: Frequencies of 30 sec - 1 min: 1,000 messages per minute Frequencies of 5 min: 4,999 messages per minute Frequencies of 6 min - 10min: 5,000 messages per minute Frequencies of Above 10 min: 10,000 messages per minute Add all at once & Add all at a scheduled time (except Bulk Email) 0 to 25k contacts -> 60K contacts processed per hour 25k to 50k contacts -> 30K contacts processed per hour 50k to 100k contacts -> 24K contacts processed per hour 100k contacts and above -> 18K contacts processed per hour Add all at once & Add all at a scheduled time (except Bulk Email) 60K contacts processed per hour Scheduling bulk actions Bulk Actions cannot be scheduled to run more than 720 hours in the future (approximately 30 days) </s>
<s>[INST] Facebook Ads Case Study [/INST] </s>
<s>[INST] Industry Playbook - Financial Service Business [/INST] The roadmap for growing a local Financial Service Business (such as Tax Attorneys, Accountants, etc.) online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat buyers. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Financial Service Business’s website. Integrate the Financial Service Business’s Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Financial Service Business 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 Financial Service Business often sends to people. Activate Conversation AI so the Financial Service Business 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 Financial Service Business can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Financial Service Business can easily send out news, updates, and promotions to their contacts. </s>
<s>[INST] Troubleshooting Login issues [/INST] If you're an agency struggling to receive the two-factor authentication (2fa) code, try logging in using your Google Account at app.gohighlevel.comThis Article Covers: Error: Unable to log you in at this time Error: Not able to send the security code at this time Error: User does not exist in this Agency No Error but the page just doesn't redirect and got stuck Error: Web server is returning an Unknown Error How to remove Site Data on Chrome How to remove Site Data on Safari Error: Unable to log you in at this time 1Ask them which Internet service provider (ISP) they are using If they have Verizon Fios, please disable protection here: https://www.verizon.com/support/residential/internet/essentials/home-network-protection If they have CenturyLink, please disable secure wifi here as this will be the only way to access the apphttps://kb.plu.edu/page.php?id=109248 If they have had Survey Junkie before, please uninstall to see if it will work as it will update all SSL certificates on your websiteIf they have McAfee installed, please turn off web protection here https://www.help.k12.com/s/article/McAfee-Web-Protection-Enable-Disable If they have xfinity, please check https://www.xfinity.com/support/articles/online-security-with-xfi-faqs We will be working on a long-term solution in the meantimeAs long as the user is browsing secure websites on their device, turning off the protection feature should not bring any risks2If they are not using the ISP mentioned above: When they are trying to log in, Inspect the page, Open the network tab and create a loom with the request being sentShow the response for the APIYou can give us a call at (888) 732-4197 to open a ticket and send us a Loom video like the one below for us to take a look furtherError: Not able to send the security code at this time Please reach out to the agency admin to add a user phone number for the user who tries to log in so they can send the 2FA code to the user's phone numberIf you are the only agency admin, please reach out to us at (888) 732-4197 so we can update the user phone number for youTo get email verification to work, please watch this video to check further: Article mentioned: https://help.gohighlevel.com/support/solutions/articles/48001188059-how-to-check-logs-for-a-specific-email-in-mailgun 1What is the user login email? 2Did the user check their spam folder for an email titled "Login Security Code"? 3What is the company relationship number? (found in agency settings->company tab) https://app.gohighlevel.com/settings/company 4Are you using your own SMTP or Mailgun? (check agency settings) Error: User does not exist in this Agency If this error is showing up when the user is trying to log in through a whitelabel domain, that means the user is not associated with that agency within the whitelabel domainNo Error but the page just doesn't redirect and got stuck 1Make sure cookies are allowed for app.gohighlevel.com 2If it's still stuck, check If they have software (e.gNordVPN) that might control browsing activity/web protection before, please turn off / uninstall to see if it will work as it will update all SSL certificates on your websiteClick on the lock icon on the top left > Click on Connection is secure to expand more information Click on Certificate is valid It might show Issued by: NordVPN here which means that it will block the page from loading Error: Web server is returning an Unknown Error To remove this error you will have to clear the site dataHow to remove Site Data on Chrome: 1For chrome, Right-Click on the browser and inspect the page's elements2Then click on Applications from the top - menu and access the Storage option on the left-hand navigation menu 3You should then be able to see the "Clear Site Data" option on the middle of the screen: 4Refresh the browser and attempt againIf still unable to login, please contact Support: https://help.gohighlevel.com/support/solutions/articles/155000000969-live-24-7-highlevel-support- How to remove Site Data on Safari: 1For Safari, you must first enable Developer tools by accessing the browsers settings, by clicking Safari and then settings 2Then you have to click on Advanced from the top menu and turn on the box for "show features for web developers" 3Once the features for web developers are enabled, right-click on the page and inspect the page's elements4From this window, you must first select Storage at the top of the menu, then find the site listed under the Local Storage, and then select the trash icon to clear the clear it out5Refresh the browser and attempt againIf still unable to login, please contact Support: https://help.gohighlevel.com/support/solutions/articles/155000000969-live-24-7-highlevel-support- </s>
<s>[INST] Timezone in Forms and Surveys [/INST] The incorporation of the Timezone feature into your forms and surveys plays a pivotal role in ensuring precision in timestamping responses and gaining a comprehensive understanding of the geographical distribution of your audience. This detailed guide aims to elucidate the significance of integrating Timezone functionality, offering insights into its applications, and providing comprehensive instructions on how to seamlessly implement and manage Timezone data within your forms and surveys. In This Article: Enabling the timezone feature Utilizing from Submissions Enabling the timezone feature You can find this feature under options in timezone. By default, it is enabled and can be turned ON or OFF from here. Utilizing from Submissions You can see the captured timezone under form/survey submission which can be utilized to send messages and emails as per contacts timezone. The format is the standard one which mentions the region and then GMT timezone make it readable. </s>
<s>[INST] Attach SaaS Mode Subscription Plan to an Existing Client/Sub-Account [/INST] To Convert an existing Sub Account To SaaS Mode: In your Agency account > Accounts tab, scroll to the sub-account you want to convert, select the three-dots icon on the right-hand side of the listing, and select "Switch To SaaS" If customer does not exist in Stripe yet: In the modal that pops up, select the "Share Link" option, click on 'Copy Link' and then click on 'Convert to SaaS' button. Then ask your client to upload their card on the link. If customer already exists in Stripe: In the modal that pops up, select the "I already have this customer in Stripe" option, search and select the customer, hit continue, and you will then be prompted to choose which plan from your SaaS Configurator you'd like to move that client to. </s>
<s>[INST] Post Approval Flow in Social Planner [/INST] Social Planner now has post approval flow where the user can get the content of social post reviewed and analyzed by another team memberCovered in this Article: Steps to get started with post approval flow - Editing and applying an Email Template as the Post Approval Email: How to schedule the CSV for Approving bulk posts? Steps to get started with post approval flow - Navigate to Marketing> Social PlannerCreate New Post by clicking the "New Post" button2Once the post is created with content, rich media, hashtags and more, it can be "Scheduled for Approval" Add the date and time for schedule Choose the user who would approve the post to be schedule in social calendar Add an internal note for the approval for more information 3Once the post is sent for review, an email will be delivered for the scheduled post4The reviewer can see the post in "Approval" tab with the option to view, approve or rejectThe view option will allow user to view the details of post than approve or rejectThe reviewer team member can edit the content too for approval flow by clicking "Edit" in view screen5Once the post is approved, it will be scheduled in the social calendarIf the post is rejected, the user can view the comment sent by the reviewerEditing and applying an Email Template as the Post Approval Email: Users can set the email for approval from Social Planner SettingsThe email template can be branded by visiting Marketing > Emails> Templates > New > Email Marketing Templates You will then be taken to the Template Library where you will need to head to System Templates> Social Planner : Post Approval and use the templateYou can edit it as you see fitThat template can then be applied to the Post Approval email flow in Social Planner Settings> Notifications: Choose the email template under Setup Email template for Social Post Approval How to schedule the CSV for Approving bulk posts? Create a new CSV when you click "New Post" button Once the user adds the CSV file and Select the Socials, there will be option to Select an ApproverOnce the posts are imported, they go for review from the chosen approverOnce approved, they are scheduled on the social calendar </s>
<s>[INST] FAQs [/INST] TABLE OF CONTENTS General Questions How to export opportunities from GoHighLevel? How to track all activities in my opportunity and find the Opportunity ID? Custom Fields How can I see my custom fields in an Opportunity? What does the 'hide empty fields' feature do? General Questions How to export opportunities from GoHighLevel? Go to Opportunities from the left sidebar. On the top right, click on the kebab menu (the 3 dots menu) Select Export Opportunities. Your export file will be processed and downloaded to your default browser folder. How to track all activities in my opportunity and find the Opportunity ID? Open the Opportunity by clicking on the Opportunity card Observe the Opportunity ID in the bottom left and click on the same. You will be redirected to the audit logs for that opportunity. Audit logs allow you to monitor any activity that has taken place on the opportunity in the last 60 days. Custom Fields How can I see my custom fields in an Opportunity? When you go to 'Opportunities' and select or create an opportunity, you'll see your custom fields listed. When you edit an opportunity, these fields are available for input. If you've organized your fields into folders, these will appear one after the other. What does the 'hide empty fields' feature do? When enabled, the 'hide empty fields' feature hides all fields with no value. This allows you to focus only on fields that are relevant or required for you, providing a cleaner, more streamlined view of your opportunity data. </s>
<s>[INST] Guide To Bulk SMS: Send Messages People Actually Want To Receive [/INST] This guide will: Help you understand some of the rules that apply to SMS marketing (US and Canada)Maximize the impact of SMS for: Client responses Marketing ppt Ins Appointment conversions Closing sales Composing Your Message Compliance in your SMS body Seek consent from your text recipient before including them in your SMS campaign Always identify yourself and your business by nameIf it’s the first time you’re messaging a contact, OR if it’s been 90 days or more since you last messaged them, be sure to add an unsubscribe clause at the very end of your message“Reply STOP to opt out.” “If you’d like us to stop texting you, just reply STOP.” If someone opts out of receiving future texts, be sure to remove them from your future SMS campaigns! Strategic Best Practices Greet each contact by using the first name custom value → {{contact.first_name}} Use sparingly, no more than once per month Respect people’s time and attention by only sending in specific time windows that are least likely to disturb personal time For measurable results, use a strong offer Make your message clear and concise to avoid turning people off and increasing unsubscribesConsider offering something for free to maximize interest or responses Minimal commitment now = maximum number of conversations that will build trust and belief throughout the sales process Keep messages short and exciting Think about how your message will make the average contact feel Avoid needless punctuation, specifically overuse of exclamation points, to increase reading speed Avoid formal writing styles and match the casual tone of a typical text message conversation Spark conversations Creating live conversations = a direct connection with a potential customer It builds trust Which leads to increased sales momentum Which builds your reputation Ask a direct question to prompt responses Do not ask more than one question, as this can cause confusion Do not overuse emojis Avoid sending links This can cause deliverability issues It also neglects all the great benefits of chat conversations Only send out messages when you know you can respond in a timely manner Contacts who respond right away and then never hear back will think your message was sent in bulk or spam As such, contacts who get responses right away will be more likely to convert Be prepared for unsubscribes You will always get some people responding STOP You will always get some people to ask not to be texted anymore Respect their wishes, mark them DND, and move on Bad Example “Hello, this is Ashley from Bob’s Fitness ?? We’re the best gym in town! All our members are models! It’s ? $175/month ? to join and there’s an extra $150 new member fee ?… We have a lot of spots to fill so we hope you can afford it! We also have personal training, group classes, a 6 week challenge, nutrition plans, sauna, ice baths, an inner circle club, work-trade spots available, and many other add-ons!” Good Example “Hi {{contact.first_name}}, this is Ashley from Bob’s Fitness, we’re giving out a few 10-day passes and I wondered if you’d like one? If you’d like for us to stop texting you, reply STOP” Technical Setup and Execution Select the contacts you’d like to messageNeed help filtering a list? Check out "Getting Started with Smart Lists" Click the “Send SMS” button (picture of icon) Click “Ok, Proceed” Type your message Title the action for internal reference If you want to send the message to everyone at the same time immediately, leave the toggle on “Send all at once.” This is good for 1-way announcements you do not expect to turn into conversations and want to send right awayIf you want to send the message to everyone at the same time later, select “Send all at schedule time” and then set the send time in the “Start On” fieldThis is good for 1-way announcements you do not expect to turn into conversations and want to send automatically at a later time If you want to slowly deliver the message to the list of contacts over time, select “Send in drip mode” This is good for messages you expect to generate responses and conversations Start On The day and time when messages should start sending Batch Quantity The number of messages that sends each time the Repeat After condition is met Repeat After The amount of time to wait until sending out the next Batch Quantity Send On The days of the week the system will allow messages to send Process Between Hours (optional) The window, or timeframe within each day in which the system will send messages.Example of a Drip sending 100 messages per day spread out between 10:30am-11:00am each dayAction: “Database Reactivation: Black Friday Weekend Promo” Start On: November 29th Batch Quantity: 10 Repeat After: 3 minutes Send On: Mon, Tue, Wed, Thr, Fri, Sat, Sun Process Between Start From: 10:30AM End At 11:00AM </s>
<s>[INST] How to use membership themes [/INST] Overview Step 1: Choose a product theme Step 2: Customize your theme Step 3 : Apply or save your theme Instructor details, Favicon, and Logo: Overview You can now customize the feel of your product pages using handpicked themesThemes help you establish a custom brand identity and experienceThe customizations allow you to add a variety of styles to the productsCheck out the help article below for more info on how to customize your membershipsStep 1: Choose a product theme Creating a product will by default select the classic theme, but we provide different system themes to choose from to best match your digital product with your personal brand! Keep in mind that each Theme will provide a different look, feel, and overall experience for your Members How to select a theme Select the Product you wish to apply a theme Click Customize Theme gallery is the placeholder for system themes which is part of this release and user-created themes (My Themes) will be coming in subsequent releasesTheme gallery allows users to apply a theme or customize an existing themeStep 2: Customize your theme Customize the product page of the theme In the theme, gallery click on customize to open the customizations builderCustomize the theme settingsTo customize the sections of your page, simply click into the Section you would like to edit in the sidebar editor on the left-hand sideOnce you have clicked inside of a section, you can see all of the different customization options laid outThe following set of properties can be changed under theme settings 1Primary Color - This Applies to Button, Top Icons, Lesson Progress, Course Title, Category Title, Lesson title, Instructor Title 2Secondary Color - Instructor Name, Instructor Description, Lesson Description, Category Description, Button Text 3Primary Font - This Applies to Button, Top Icons, Lesson Progress, Course Title, Category Title, Lesson title, Instructor Title 4Secondary Font - Instructor Name, Instructor Bio, Lesson Description, Category Description, Button Text 5Logo placement - It decides if the logo will be placed in the header or hero section The following set of properties can be changed under Sections in product page: Header: Navigation: Sites->Membership->Products->Customize->Gallery>Customize>Sections—> Header Background: Background color picker Alignment: Can be left, Right or Center Hero Navigation: Sites->Membership->Products->Customize->Gallery>Customize>Sections—> Hero Size: Extra Small, Small, Medium, Large Course Title: Font, Alignment Course Description: Font, Alignment Background: Image-Size Dev team, Transparency, Color Picker Button: Content, Font, BG Color, Alignment Lesson Progress Navigation: Sites->Membership->Products->Customize->Gallery>Customize>Sections—> Lesson Progress Background: Color Font Progress Color: Colour Course Body Navigation: Sites->Membership->Products->Customize->Gallery>Customize>Sections—> Course Body Category Font: Type Size Colour Sub Category Font: Type Colour Size Category Description Font: Type Colour Size Lesson Font: Type Colour Size Lesson Description Font: Type Colour Size Background: Image Color, Transparency Instructor Navigation: Sites->Membership->Products->Customize->Gallery>Customize>Sections—> Instructor Background: Color Heading Font: Colour Type Size Name Font: Colour Type Size Title Font: Colour Type Size Bio Font: Colour Type Size The following set of properties can be changed under Sections in Lesson page: Lesson Body: Navigation: Sites->Membership->Products->Customize->Gallery>Customize>Lesson>Sections—> Lesson Body Background: Background color Title: Font type Font Colour Description: Font Type Font Colour Button: Content Colour Font Type Font Colour Next Lesson: Background Colour Title:Font,Colour Next Lesson Button-Colour,Font Type,Font Colour Lesson title:Font Colour 2Course Navigation: Background Colour Category:Font Type,Font Colour Lesson: Font Type,Font Colour Highlight:Colour,Font Colour Bread Crumb:Font Type,Font Colour Next Category:Background Colour,Font Type,Font Colour 3Instructor Navigation: Sites->Membership->Products->Customize->Gallery>Customize>Sections—> Instructor Background: Color Heading Font: Colour Type Size Name Font: Colour Type Size Title Font: Colour Type Size Bio Font: Colour Type Size Please Note: When "save changes" button is clicked after customizing anything in the theme settings it will reflect in the previewReset to default will change all the settings to default values of the themeIf sections are customized after theme setting are changed, sections customization will override theme setting customizationsStep 3: Apply or save your theme Now that you have picked a theme for your Product and customized your Product Pages, the last step is to apply itOnce your theme is applied this will be the final preview your Members will see and interact with! Select your ProductClick CustomizeBrowse the theme gallery and click on apply for the theme you wish to apply Alternatively, you can choose to customize the theme and then apply by clicking on apply on the top right corner Save Theme Button: Save the theme for global use in your location by using the save theme buttonWhen you click on "save changes" the changes will only be stored for the theme and will not be available for global useThe theme can then be saved for global use in the locations if the user clicks on the "save theme" buttonPlease Note : "Save Theme" will save only the latest changes which are stored after save changes are clickedAll "unsaved changes" won't be reflectedWhen a template is customized and saved for global use it won't affect all the other products which are already using the same themeWhen a user applies the theme again to a product the new changes should start reflectingApplying the theme Apply a theme to a specific product Clicking on "apply" from the theme gallery will apply the theme to the product directlyYou can customize the theme and then after clicking on save changes you can click on the apply button to apply the theme to the particular productApply button will change to appliedPlease Note: When a theme is applied using the apply button it will only get applied to the selected product and customization set won't be available globally to the t in the locationSave Changes: Customize and save drafts of a theme at the product levelYou can customize a system-generated theme and save it as a draft without applying it to any of the productsWhen you click on "save changes" the changes will be stored for the theme as a draftThe Draft theme (With changes) can be applied later to the productDraft themes are not global and won't be available across all locationsPlease Note : If "save changes" is clicked on a theme which is not applied to a product, then the theme will be updated with the changes and can be used in the same product at a later pointIt won't change the theme properties globallyInstructor details, Favicon, and Logo: Navigate to product details Click on customizations Update the instructor details, favicon, and logo </s>
<s>[INST] How to make agency subscription payments with 3DS cards? [/INST] Agency subscriptions fail to automatically renew when 3DS cards are added to the account, as 3DS cards require authentication by the card holder in order for the payment to be successfully processed. This article outlines how you can reactivate your subscription after the automatic payment attempt has failed. TABLE OF CONTENTS Step 1: Click on 'Reactivate Account' on the lockout screen Step 2: Go to Agency Settings > Billing > Payments Step 3: Under the 'Payments History' section, identify the most recent failed invoice for your subscription, and hit 'Retry' Step 4: The 3DS pop-up will open with your bank's website. Please follow the instructions there to authorize the payment Step 1: Click on 'Reactivate Account' on the lockout screen You will be logged in to your account. This is temporary access though, since your payment is still pending and needs to be authorized by you in the following steps. Step 2: Go to Agency Settings > Billing > Payments Step 3: Under the 'Payments History' section, identify the most recent failed invoice for your subscription, and hit 'Retry' Step 4: The 3DS pop-up will open with your bank's website. Please follow the instructions there to authorize the payment. Congratulations! Your HighLevel account will be reactivated upon successful precessing of the payment. </s>
<s>[INST] How do I prevent my messages from being filtered by carriers(30007)? [/INST] Message filtering refers to the blocking of messages that are unwanted or illicitFiltering may occur to enforce LC - Phone Messaging Policy, or to comply with regulations and wireless carriers’ messaging policiesThis article is about steps and specific guidelines to reduce the risk of messages being filteredFor general information about message filtering, see How Does Message Filtering Work? The best way to prevent your messages from being filtered is to follow the guidelines in LC - Phone Messaging Policy, LC Phone System Trust Center, A2P 10DLC Campaign Approval Best Practices and avoid sending spam or fraudulent trafficIf your use case is a forbidden use case for messaging in the United States, that will also lead to filtering in the USCheck out Forbidden message categories for SMS and MMS in the US and Canada If you're sending to more than one country, check the SMS Guidelines for the countries you are sending messages toThese pages are up to date with rules and best practices for each countryBelow are some guidelines that will greatly reduce the chances that your messages will be filteredTABLE OF CONTENTS Consent and opt-in Use case and sender selection Message contents Avoid account takeover I think my messages are being filtered by mistakeWhat can I do? Consent and opt-in Ensure that you only send messages to mobile users who have provided consent (opted-in) to receive messages from youEnsure that your messages clearly identify who is sending the message, and how to opt-outIf you are contacting the same recipients multiple times per month, you do not need to provide opt-out instructions in every message, but you must do it at least once per monthThe opt-out language you include in your messages must include a widely accepted keyword for opt-outIn the US and Canada this is typically STOP, e.g"Reply STOP to unsubscribe." Using alternative phrases like "text 2 to opt out" is not compliant, and will result in filteringIf you are sending messages to users repeatedly over a long period of time, you should check in with your recipients at least once every 18 months to ensure they still want to receive messages from youThe mobile number you are sending messages to may have changed owners, or the recipient may not remember giving consent to receive messages from youYou should process the DNDs dailyOnce a customer deactivates their phone number, you no longer have consent to send to that numberMonitor your opt out, and consumer complaints data for any spike in activityThis is an indicator that there is something that needs corrected in your consent or opt out mechanismsCarriers will start filtering heavily, or completely block traffic as phone numbers receive complaints/high opt out ratesUse case and sender selection Check the SMS Guidelines for the countries you are sending messages toThese pages are up to date with rules and best practices for each countryBefore sending messages to the United States or Canada, ensure that your use case is not among the Forbidden message categories for SMS and MMS in the US and CanadaIn general, use only as many phone numbers as are required for your businessLC - Phone Messaging Policy forbids "snowshoeing" message sending across multiple phone numbers for the purposes of evading message filtering systemsExamples of valid reasons to use multiple phone numbers is having numerous business locations, or matching phone numbers with users in different geographic locationsAll traffic is considered application-to-person (A2P), and the carriers in the country you are sending to may require that this traffic be sent from a short code or from a pre-registered Alphanumeric Sender ID, if availableThese are both ways that carriers can review your messaging use case in advance, and offer better delivery as a resultIn addition, some countries (such as France) have prohibitions against local numbers from that country being used for A2P trafficIn such cases, Alpha Sender ID (if available) or a number from a different country is a good solution for 1-way A2P messagingIf in doubt, check the SMS Guidelines for the countries you are sending messages toIf you are sending abandoned shopping cart messages to users in the US, there are specific compliance requirements – see "Specific Use Case Requirements" on the SMS Guidelines page for the US for more detailsMessage contents URL shortening: Do not send links that have been shortened using shared public URL shorteners, such as TinyUrl or free Bitly linksUnited States carrier policies discourage the use of shared public URL shorteners If possible, when sending URLs/links in your messages, use domains that you controlSimilar to the shortened URL guidance above, when sending links it is best to use a URL that is specific to your businessFor example, if you control the domain mybusiness.net, you can be certain that only your business is using this domain, and nobody else could be sending URLs with that domain name that could link to objectionable contentUsing URLs that may also be used by other services/individuals is permitted and is not guaranteed to result in filteringHowever, it increases filtering risk, as another user of that same URL domain could send something spammy or objectionable and get that domain flagged by filtering systemsObfuscated URLs are common in spoofing/phishing attempts, and will be filteredDon’t use emojis, or unnecessary special characters/capitalization, and watch your grammar and spellingTypically, these messages are structured in a way to attempt to evade detection of unwanted messaging, and your messages will be filteredDo not send content that is illegal in your sending area, or is forbidden by carriersSee Forbidden message categories for SMS and MMS in the US and Canada for additional informationI think my messages are being filtered by mistakeWhat can I do? LC Phone works hard to ensure that customers do not see filtering on legitimate messaging that follows all applicable rulesHowever, no automatic system is perfectIf you have reviewed the above information thoroughly, and you believe your messages are compliant, please grab 3 or more examples of the Contact example links that have the “undelivered” status with error 30007 within the previous 7 days and share it with our team so we can troubleshoot furtherWe can help review your messaging and determine if an error was made, and put you in touch with our Compliance team if neededFor more information on message filtering, see How Does Message Filtering Work? </s>
<s>[INST] WordPress Hosting Specs and Market Comparison [/INST] Some of the features that the CRM offers for WordPress hosting include: All-in-one WordPress website setup and management Fast page loading speed via CDNs Reliable uptime Automatic backups and security measures Manual backups 24/7 customer support Covered in this Article: WordPress Hosting Specs WordPress Hosting comparison with other WP hosting providers WordPress Hosting Specs The following is a list of specs for WordPress Hosted sites on the CRM: Capability Details restore .htaccess and wp-config.php files Supported Bandwidth 20GB Storage 2GB Visitors Unlimited Chat Support 24/7 Access to Themes Yes Access to Plugins Yes Backup and Restore Up to the previous 3 days' backups which can be restored by the user + manual backups CDN Supported Staging Environment Yes WP Email System NA Import Functionality Simple file upload User Management Menu Yes Password Reset Functionality In-app Site Installation Time 10 minutes Server Type Linux (VPS) PHP Version 7.4.30 Mysql Version 8 mod_rewrite Loaded & enabled PHP Short Tags Enabled Base64 Function Enabled bcmath Enabled Ctype Enabled FileInfo Enabled MBstring Enabled Imagick Enabled (Ver 3.6.0) JSON Support Enabled OpenSSL Enabled PDO PHP Extension Enabled Tokenizer Enabled XML, SIMPLEXML Enabled ZIP Enabled SFTP Supported WordPress Hosting comparison with other WP hosting providers </s>
<s>[INST] How to connect your HighLevel Sub-Account with Zapier [/INST] Are you using HighLevel for your business and looking to streamline your workflow further? Have you considered integrating it with Zapier? Zapier is a platform that allows different apps to communicate instantaneously to automate workflows. By integrating HighLevel with Zapier, you can automate tasks such as lead capture, updating contacts, and much more. Check out our developer's docs here. Connecting HighLevel with Zapier may seem daunting, but it’s straightforward. In this video, we'll walk you through the steps to connect your HighLevel sub-account with Zapier to start automating your business processes like a pro. Please Note: HighLevels official Zapier connection is whitelabeled. Click on the image or here to get started. Other Relevant Docs: [PRO plan Agencies only] Creating Subaccounts Using Zapier Connect ServiceTitan + HighLevel (Zapier) Making Your Whitelabel Zapier Connection Public How to add Business Name in Zapier </s>
<s>[INST] How to fix grammar and spelling, make longer content and improve writing in Social Post? [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=f7y6QRDJOwA&feature=youtu.be Fine tune your content and strike the right tone! Craft the perfect generation with AI content that iterates based on your feedback and test content for tone, structure, and intent that wins over your audienceOptions in Content AI- Contextual Support provides option of Improvise Writing - Elevate Your Content to New Heights! Experience a transformation in your writing, enhancing it even when you're unsure what needs fixingUnleash the potential of your content, turning it into a captivating masterpieceWitness the magic unfold as your words come alive with vibrancy and clarityMake Longer - Expand Your Ideas into Flourishing Creations! Take your initial concepts and watch them flourish into a rich tapestry of thought-provoking contentSee your ideas grow, with each sentence blossoming into a vivid, engaging narrativeTransform your writing into an immersive experience, leaving your readers hungry for moreMake Shorter - Condense Brilliance into Precise Perfection! Trim away the excess, leaving behind only the brilliance that truly mattersCraft a concise message that packs a powerful punch, leaving a lasting impact on your audienceExperience the power of brevity, where every word carries weight and significanceSpelling Check and Grammar - Elevate Your Writing with Flawless Precision! Watch as your words transform into a symphony of correct spelling and impeccable grammarEnjoy the confidence of knowing your writing is polished to perfection, without altering your unique toneExperience the magic of flawlessness, where every sentence flows seamlesslySimplify Writing - Deliver Clarity with Effortless Ease! Streamline your message, ensuring it's effortlessly understood by readers of all backgroundsWatch complex ideas transform into clear, concise statements that resonate with your audienceExperience the joy of communication made simple, where every reader feels included and valuedRevamp your writing experience with these extraordinary capabilities, and witness your content soar to new heights of excellence and engagement!Here are examples for each of your requests: Original: "The cat sat on the mat." Improved: "The sleek feline comfortably settled itself on the soft mat." Original: "The sun sets over the horizon, painting the sky with a myriad of vibrant hues, casting a warm, golden glow across the landscape." Made Longer: "As the day draws to a close, the sun gracefully descends beneath the distant horizon, orchestrating a breathtaking display of colors, which range from fiery reds to gentle purples, imbuing the entire vista with a comforting, golden radiance." Original: "She ran swiftly through the forest, her heart pounding, the trees a blur." Made Shorter: "Swiftly, heart pounding, she dashed through the forest, the trees a blur." Original: "He don't know if its their or there cat." Grammar and Spelling Checked: "He doesn't know if it's their or there cat." Original: "I am unable to comprehend the intricacies of quantum physics." Simplified: "I don't understand quantum physics." How does Quick Contextual support for text using Content AI work? Go to Marketing > Social Planner [Future releases will be done to all the modules like Email Builder, Blogs, Funnels and Website] Click on Create new post When you create new post, select the social accountsIf you would like to generate the text using AI, click on AI and go to edit with AIIf you already have text, select or click on option of AI to do the following Improve Writing Fix Spelling and Grammar Make Longer Make Shorter Simplified Writing Note - The text can be selected or it will consider all the text for using the quick actionsExample - Fix Spelling and Grammar Example of Make Longer - 5You generate or choose other option and it show in paginated data6You can add the content below the selected or considered text for quick action or you can replace the text too7You can view the history of text generated in Automation > Content AINote: This feature is only available for Social Planner in this release and is being integrated for other products </s>
<s>[INST] How To Do One-Click Upsell In Membership? [/INST] Maximize your profit by adding Upsells to your checkout flowYour customers can choose to purchase additional offers(s) after completing their first purchaseIn this article: What is an Upsell? Adding an Upsell? Customizing an Upsell Checkout Page Preview Your Upsell Editing Your Upsell Removing An Upsell What is an One-Click Upsell? An Upsell is used as a way to promote another Offer after the initial Offer has been purchasedA user will complete a purchase and the Upsell will appear on a new page with all the detailsThe upsell page will ask your customer to make an additional purchaseCustomers can then choose to purchase the Upsell or decline the UpsellAfter which, they will be redirected to the purchase completed pageAdding an Upsell? How-to add your Upsell to an Offer: Step 1: First, Create an offer(Help Doc) Step 2: Then, return to your "Offers Dashboard" and select the "Offer" you wish to attach your Upsell toStep 3: Go to the Upsell section and click the "+ Add Upsell Offer" buttonStep 4: In the dropdown menu, select the Offer you want to use as the UpsellStep 5: Customize the Upsell page to your liking Step 6: Save the customization and Upsell Be sure to activate the upsell and save itCustomizing an Upsell Checkout Page There are multiple element that you can customize in the upsell checkout page to suit your brand identityTo customize an Upsell checkout page: Step 1: Click on the customization button in list view Step 2: Apply customizations in the customizations section on the left of the pageStep 3: Click on save to apply the customizations to the Upsell checkout page (Top right)Preview Your Upsell View your upsell purchase experience by clicking the "preview" icon on the list view or to the right of your Upsell customizations page Preview your Upsell page from within the builder Editing Your Upsell Once you have added an Upsell to your Offer, you have the ability to edit specific details of the Upsell Page even furtherHow-to edit your upsell: Step 1: Click the Upsell attached to your Offer within your Offer BuilderStep 2: Then, in the Upsell page, select the name of the Upsell you wish to editStep 3: Edit the Upsell page/ Change your Upsell offer Removing An Upsell To remove an Upsell from your Offer: Step 1: Click OffersStep 2: Select the Offer in which you'd like to remove the Upsell fromStep 3: Go to the Upsell section on the Offer page and click on three dotsStep 4: Select "delete" to remove an upsell offer </s>
<s>[INST] How to export contacts into a CSV? [/INST] Exporting contacts made easy: select desired contacts, customize columns, and download a .csv file for seamless transfers or other usesNo hassle, just quick and efficient contact managementCovered in this Article What is the Export Contacts capability? What are some excellent Usage cases of this feature and their benefits? How to export contacts? Step 1: Access Contacts Step 2: Select Contacts Step 3: Customize Columns (Optional) Step 4: Export Contacts Step 5: Download the .csv File FAQs Q1: Can I export only specific data fields for each contact in the exported .csv file? Q2: What happens if a contact's latest note exceeds 255 characters? Q3: Can I export contacts from multiple accounts or locations simultaneously? Q4: Is it possible to schedule automatic exports of contact data? Q5: How do I import the exported .csv file into another contact management platform? What is the Export Contacts capability? This feature refers to exporting contacts from the CRM's contacts listIt allows users to select specific contacts, customize the relevant information columns, and download a .csv fileThis exported file can be used for transferring contacts between accounts, importing them into another system, or for other purposes, making contact management more efficient and hassle-freeWhat are some excellent Usage cases of this feature and their benefits? Here are a few good usage cases for this feature and their benefits: Migrating contacts to a new CRM platform or another Agency or Sub-account: Exporting contacts as a .csv file makes transferring contact data from one Customer Relationship Management (CRM) platform to another easyThis ensures a smooth transition and maintains valuable contact information when switching systemsBenefits: Seamless migration between platforms Retention of essential contact details No need for manual data entry Creating targeted marketing campaigns: By exporting contacts and customizing columns, users can segment contacts based on specific criteria (e.g., location, demographics, interests)This allows for targeted marketing campaigns with higher chances of successBenefits: Improved marketing efficiency Higher conversion rates Personalized customer outreach Collaborating with team members: Exporting contacts enables easy sharing of contact lists, streamlining collaboration on projects, sales efforts, or customer supportBenefits: Enhanced teamwork and communication Consistent information across team members Centralized contact data management Generating reports and analytics: Exporting contacts allows users to analyze contact data in external tools or software, providing valuable insights into customer trends, preferences, and behaviorBenefits: Data-driven decision making Identification of customer patterns and trends A better understanding of customer needs and preferences Backup and data security: Regularly exporting contacts serves as a backup, ensuring contact data is safe in case of system failures, data breaches, or other unforeseen circumstancesBenefits: Protection against data loss Easy restoration of contact information Increased data security and peace of mind How to export contacts? Please Note: Only sub-account admins and location admins have the privilege to export contacts, ensuring secure access and control over sensitive contact informationThis restriction helps maintain data integrity and prevents unauthorized usage of contact dataStep 1: Access Contacts Log in to the account (as an Agency or Sub-Account admin) Navigate to the Contacts tabStep 2: Select Contacts Browse through your contacts listCheck the box next to each contact you want to export Please Note You may also use filters to specify which contacts you want to mark for export To select all contacts on a page or the entire list, use the corresponding checkboxes Please Note: When exporting contacts, only the most recent note (up to 255 characters) is included for each contactThis keeps the exported .csv file size manageable and focuses on the latest informationIn the .csv file, the newest note appears as a separate column, but older or longer notes are not included in the exportStep 3: Customize Columns (Optional) Click on the Columns button Check or uncheck boxes to include or exclude specific columns in the exportPlease Note In the Contact Export section, if users have selected the email option in the smartlist column, a new column named “Additional Email” will automatically appear in the exported CSV fileThis column will contain all the additional emails arranged in one column and separated by commas(,)Step 4: Export Contacts Click the "Export Contacts" icon or button Confirm your export action if prompted Step 5: Download the .csv File Wait for the export process to complete Download the generated .csv file containing your selected contacts and their informationNow you can use this .csv file for various purposes, such as transferring contacts to another account, importing them into a different system, or analyzing dataFAQs Q1: Can I export only specific data fields for each contact in the exported .csv file? You can customize the columns in the exported .csv file by selecting or deselecting specific data fields before initiating the exportThis way, you can focus on the most relevant informationQ2: What happens if a contact's latest note exceeds 255 characters? Only the latest note of up to 255 characters is included when exporting contactsIf a contact's latest note is longer than this limit, it will be truncated to fit within the 255-character constraintQ3: Can I export contacts from multiple accounts or locations simultaneously? You must export contacts separately for each sub-account or locationHowever, you can combine the resulting .csv files in a spreadsheet application to consolidate contact data from multiple sourcesQ4: Is it possible to schedule automatic exports of contact data? This feature is not available at this timeQ5: How do I import the exported .csv file into another contact management platform? Most contact management platforms provide an import feature that supports .csv filesYou will need to follow the specific import instructions for the target platform, which typically involves mapping the columns in the .csv file to the appropriate fields in the new system </s>
<s>[INST] Hide Email Elements on Mobile View [/INST] Optimizing emails for mobile has quickly gone from important to essential. This feature allows you to easily hide elements of your email templates or campaigns when they are opened on a mobile device. Covered in this article: How to Hide Elements for Mobile and Desktop view Previewing and Testing the email How to Hide Elements for Mobile and Desktop view 1. Once the Email Template or Campaign is created, go to the editor view of drag and drop emails. 2. Edit the element and on hover, it will show the action to hide it on mobile or desktop. Previewing and Testing the email 3. Save the Email template or campaign, preview, or send a test email to test it out. </s>
<s>[INST] Workflow - Array Functions Premium Action [/INST] In this Article What is Array Function? How to use new Action Types? Add the Action Action Type List Action Type : Find Action Type : Filter Action Type : Find by Index Action Type : Line Items Action Type : Math 1What is Array Function? Array Functions is a premium action in workflow automation specifically designed to handle array dataThis functionality is very useful for complex workflows involving arrays2How to use Action Types? Add the Action - Click the "+" button to add an actionSearch for Array Functions or scroll down to the "Actions" tab to select the sameSelect Action Type - Post selecting the Array Function action we need to select the Action Type2.1 Action Type : Find To find the matching key-value's in an array of objects and return the objectAll the fields with data type array available in the workflow are listed hereThe list of available array data is collected from Shopify Triggers, Inbound Webhook Trigger and Custom Webhook action response dataIn the below example we are using Shopify Order Placed Trigger and checking if a product with product id "zGhad23wfadfa" is part of the shopify line items Select Shopify → Line Items Select Key-value to find matching objectThe list of key variables from the selected array field are listed hereIn this example, the list of shopify line items key variables are listedEnter value to find the matchAdd another item - You can also find the matching object with multiple key-value pairs by adding another key-value itemBy completing the above steps, you can now use the returned object variables from Array Function as custom values in email, sms, if/else, etcIn the below example, the shopify line items variables are listed in the custom values2.2 Action Type : Filter Select the “Filter” action type from the dropdownThis action type will help in filtering the array by matching key-value in an array of objectsUse case Eg: Filter the array by product group and then send it via Custom WebhookAll the fields with data type array available in the workflow are listed hereThe list of available array data is collected from Shopify Triggers, Inbound Webhook Trigger and Custom Webhook action response dataSelect Shopify → Line Items Select Key value to find the matching indexThe list of key variables from the selected array field are listed hereIn this example, the list of shopify line items key variables are listedEnter value to find the matchAdd another item - You can also find the matching object with multiple key-value pairs by adding another key-value item2.3 Action Type : Find by Index Select the “Find by Index” action type from the dropdownThis action type will help in finding the array's index dataAll the fields with data type array available in the workflow are listed hereThe list of available array data is collected from Shopify Triggers, Inbound Webhook Trigger and Custom Webhook action response dataSelect Shopify → Line Items The entered index value will return2.4 Action Type : Line Items Select the “Line Items” action type from the dropdownThis action type will help to reconstruct an array with custom keysUse case To reconstruct the array structure before sending it via Custom Webhook To reconstruct the array before storing in Google Sheet (Create Rows - later) To reconstruct the array to match Email Builder Shopping cart structure All the fields with data type array available in the workflow are listed hereThe list of available array data is collected from Shopify Triggers, Inbound Webhook Trigger and Custom Webhook action response dataSelect Shopify → Line Items Enter the custom value in the “Key” input field and select the corresponding value from the value dropdownAdd another item - You can also find the matching object with multiple key-value pairs by adding another key value item2.5 Action Type : Math Select the “Math” action type from the dropdownThis action type will help to calculate Sum, Min, Max, Avg by matching key-value in an array of objectsUse case Eg: To calculate Sub total(line item total), Line Items in cart(count), Total items (qty)All the fields with data type array available in the workflow are listed hereThe list of available array data is collected from Shopify Triggers, Inbound Webhook Trigger and Custom Webhook action response dataSelect Shopify → Line Items Select Key value to find the matching indexThe list of key variables from the selected array field are listed hereIn this example, the list of shopify line items key variables are listedSelect or deselect from the list of options available </s>
<s>[INST] Call forwarding number not working [/INST] Checklist: 1. Is the call routing correctly to the right forwarding number you want the calls to forward to? https://gohighlevelassist.freshdesk.com/support/solutions/articles/48000981432-inbound-call-routing-explained 2. Is the forwarding number available to take calls now? 3. Try to disable the call connect feature as the forwarding number might treat them as robotic calls and decline the connection 4. If it's still not working, here's How to check logs for a specific Call in Twilio </s>
<s>[INST] How to fix grammar and spelling, make longer content and improve writing in Funnels and Website? [/INST] Fine tune your content and strike the right tone! Craft the perfect generation with AI content that iterates based on your feedback and test content for tone, structure, and intent that wins over your audienceOptions in Content AI- Contextual Support provides option of Improvise Writing - Elevate Your Content to New Heights! Experience a transformation in your writing, enhancing it even when you're unsure what needs fixingUnleash the potential of your content, turning it into a captivating masterpieceWitness the magic unfold as your words come alive with vibrancy and clarityMake Longer - Expand Your Ideas into Flourishing Creations! Take your initial concepts and watch them flourish into a rich tapestry of thought-provoking contentSee your ideas grow, with each sentence blossoming into a vivid, engaging narrativeTransform your writing into an immersive experience, leaving your readers hungry for moreMake Shorter - Condense Brilliance into Precise Perfection! Trim away the excess, leaving behind only the brilliance that truly mattersCraft a concise message that packs a powerful punch, leaving a lasting impact on your audienceExperience the power of brevity, where every word carries weight and significanceSpelling Check and Grammar - Elevate Your Writing with Flawless Precision! Watch as your words transform into a symphony of correct spelling and impeccable grammarEnjoy the confidence of knowing your writing is polished to perfection, without altering your unique toneExperience the magic of flawlessness, where every sentence flows seamlesslySimplify Writing - Deliver Clarity with Effortless Ease! Streamline your message, ensuring it's effortlessly understood by readers of all backgroundsWatch complex ideas transform into clear, concise statements that resonate with your audienceExperience the joy of communication made simple, where every reader feels included and valuedHere are examples for each of your requests:** 1.Original: "The cat sat on the mat." Improved: "The sleek feline comfortably settled itself on the soft mat." 2.Original: "The sun sets over the horizon, painting the sky with a myriad of vibrant hues, casting a warm, golden glow across the landscape." Made Longer: "As the day draws to a close, the sun gracefully descends beneath the distant horizon, orchestrating a breathtaking display of colors, which range from fiery reds to gentle purples, imbuing the entire vista with a comforting, golden radiance." 3.Original: "She ran swiftly through the forest, her heart pounding, the trees a blur." Made Shorter: "Swiftly, heart pounding, she dashed through the forest, the trees a blur." 4.Original: "He don't know if its their or there cat." Grammar and Spelling Checked: "He doesn't know if it's their or there cat." 5.Original: "I am unable to comprehend the intricacies of quantum physics." Simplified: "I don't understand quantum physics." How does Quick Actions for Content AI work? 1Go to Sites > Funnels or Website 2Click on Create new Funnel > new Website 3When you create new funnel or website, Add a new step or new page or go to the existing ones4If you would like to generate the text using AI for paragraph, headline, sub-headline and bullet points, click on AI and go to edit with AIIf you already have text, select or click on option of AI to do the following Improve Writing Fix Spelling and Grammar Make Longer Make Shorter Simplified Writing Note - The text can be selected or it will consider all the text for using the quick actions5You generate or choose other option and it will show in paginated data6You can add the content below the selected or considered text for quick action or you can replace the text too7You can view the history of text generated in Automation > Content AI </s>
<s>[INST] How to Post as Page on Facebook Groups [/INST] Meta is shutting down its Facebook Groups API as of April 22, 2024 and Social Planner will no longer be able to post to Facebook Groups on your behalf----------------------------------------------------------------------------------------------------------------------- TABLE OF CONTENTS How to connect page with group? Once the Facebook Group(s) is connected in Social Planner, the next things to do is to choose the Publisher of Facebook GroupWho will be the Publisher? Social Planner which will help in Publishing the content as a page(s) on Facebook group(s)To successfully publish your post as a Page on Facebook groups, it is necessary that your Facebook groups are connectedClick here to find out how to connect your Facebook groupHow to connect page with group? https://www.facebook.com/help/742706805906818 To link a group that you admin to your Page: From your Feed, click Pages in the left menu and select your PageClick More and then select GroupsClick Link GroupClick Link next to the group you want to link your Page toClick Link to confirmOnce the Facebook Group(s) is connected in Social Planner, the next things to do is to choose the Publisher of Facebook GroupIf the drop-down under the "Published as" column is not showing the page(s), there is the possibility that either The page you are trying to select is not connected to the group or You don't have access to that pageTo avoid this issue you must connect the page(s) to the group you want to post in, or must be an admin to those page(s) or group(s)Who will be the Publisher? Please go Social Planner > Settings > Facebook Accounts Under the "Publish as" Column hover over the drop-down list letting you choose an option for how you want to publish your content either as a profile (It will be the admin who connected the account on Social Planner) or a page on Facebook groupsThe content will be published with the type of publisher selectedIf you don't set the Publisher, it will automatically plan the post with the user profile with whom the Facebook Group is connectedAs a profile, the person who connected account to Social Planner as admin of the Facebook can also be selected in dropdown </s>
<s>[INST] What is email Bounce Suspension, and how to avoid it [/INST] Email sending will be suspended for having a high hard bounce rateEmail providers and anti-spam networks monitor bounce rates for every email you send and use that information to suspend email sending for your accounts with high bounce ratesHigh bounce rates will impact your email deliverabilityIn this article, you will learn about Bounce Causes an account suspension Fix the hard bounce and activate the account Covered in this Article: What are bounces? What causes an account suspension How long will email sending be blocked? What should you do now? How to prevent future account suspension: Email Best Practices: 1Email Validation 2Set up your dedicated domain 3Configure the sender email that matches the dedicated domain you set up 4Schedule the emails in little batches 5Set up double opt-in 6Set up Unsubscribe Links What are bounces? A bounce occurs when an email is not delivered or rejected by the recipient's email providerThere are two types of bouncesA hard bounce occurs when an email address does not existA soft bounce is a temporary failure, and some more reasons, like the recipient servers being down or the mailbox being fullWhat causes an account suspension We have thresholds in place to monitor bounce rates, and if a Bounce rate exceeds the industry threshold (below 5%), we temporarily suspend the email sending for the accountA high bounce rate indicates that the account is sending emails to contacts that are invalid emailsThis may also mean that external spam filters are refusing to deliver emails due to bad sending behavior in the pastA good bounce rate is typically in the range of 0 - 3%During the email-sending suspension, only email-sending will be disabledAll other features will be workingHow long will email sending be blocked? A temporary block of 12 hours will be enforcedUsers can quickly resume sending by enabling email validationIf this happens for the third time in seven days, email sending will be blocked permanently until the email validation feature is enabledWhat should you do now? When a sub-account/ location is suspended, you will receive an email to the sub-account/ location accounts email address to do the below step: Cleanse your contacts with Email Validation Service to eliminate addresses that are invalid/non-existent and ultimately bounceIf the sub-account is a client, please discuss this with your client and advise them not to send bulk communication or cold email campaigns until this issue is resolvedNot following the recommended remediation measures may result in restrictions on email capabilities for this locationPlease note if your Complaint, Unsubscribe, and/or Hard Bounce rates continue to deteriorate this sub-account may get blockedHow to prevent future account suspension: The location should be able to send emails 24 hours after you receive the non-compliant email notificationRight now, we don't have any way to easily locate the remaining people that didn’t get the email before it was blockedThe only workaround would be to export the email statistics and then reupload to tag the leads, then use smart list to filter to the leads without that tag to re-send again: Learn more about Email Statistics If you don't want to receive these emails, please change the user role to a user instead of an agency adminEmail Best Practices: 1Email Validation Since we are not showing any reporting on which contacts are bouncedIf those contacts were uploaded from previous options, we highly recommend validating all existing contacts before sending themOnce you are in the agency view > Sub-accounts > Click on the sub-account name > Scroll down to Enable Re-validation for 90 daysThe bounce emails will be marked as invalid emails, so you don't need to tag them as invalid emails will not be picked in the campaign/bulk/workflow2Set up your dedicated domain How to Set Up a Dedicated Sending Domain (LC Email) 3Configure the sender email that matches the dedicated domain you set up Masking Sender Emails - From Name & Address Email Authentication - DMARC So if you set up replies.yourcompany.com, you can send from sender_name@company.com 4Schedule the emails in little batches Bulk Actions For Contacts & SmartLists 5Set up double opt-in To set up double opt-in for future setup, please include a checkbox to ensure the lead gives consent when filling out the form if that's where the leads opt-in: You can set up a checkbox like this: 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 dialing systems or by artificial/pre-recorded messages text message and/or emails for 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 emailing us at EMAIL_HERE to be placed on our do-not-call list6Set up Unsubscribe Links How to Set Up Unsubscribe Links for LC - Email </s>
<s>[INST] WP File Manager Plugin (Stable Alternative for FTP Access) [/INST] A WordPress file manager is a plugin that enables users to perform file management tasks from the WordPress dashboard. Instead of logging in to your control panel or File Transfer Protocol (FTP) client, you can access the WordPress website files from a single location. Covered in this Article Why use this plugin instead of having FTP Access? How to install the WP file manager plugin? Why use this plugin instead of having FTP Access? FTP is inherently a non-secure way to transfer data. When a file is sent using this protocol, the data, username, and password are all shared in plain text, which means a hacker can access this information with little to no effort. WP File Manager provides an intuitive user interface with a clear structure pane and display. The plugin is free to download and use, but you need to purchase a license to access its advanced features such as private folder creation and control file operations for different user roles. These are useful if you have a team managing multiple websites. How to install the WP file manager plugin? You can install this plugin by going to your Plugins tab in the WP admin view like this: 1. Go to your WP Admin view 2. Click on Plugins 3. Click on Add New 4. Search for WP File Manager. Select the one shown in the gif above. 5. Install and activate it. You can read more about this plugin here: https://wordpress.org/plugins/wp-file-manager/ Please Note: Just like the dangers with FTP access, if you are not careful with what kind of file you are handling using this plugin, it could still cause issues. Please restore your WordPress to your most recent stable backup if you come across any issues. </s>
<s>[INST] Call status marking calls as completed when the client didn't answer the call [/INST] Update: We can enable Call Connect feature to get more accurate results instead of relying on a shorter call timeout <= 20 </s>
<s>[INST] How to Setup, Customize, and Manage Your Communities [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=d0phyWAcfio&feature=youtu.be https://www.youtube.com/watch?v=X_cwwIr7QnE https://www.youtube.com/watch?v=RkwRB7bU1Jk&feature=youtu.be Communities is an interactive, centralized platform that combines various educational resources, allowing members to create, connect, and engage in groups based on specific interestsIt facilitates interactive discussions and knowledge sharing among members by offering features such as domain setup, group creation, customization, and user managementThis versatile platform effectively blends learning, networking, and community building into a seamless user experienceCovered in this Article What is the Communities feature? Key Components of the Communities Feature: Usage Cases: How to set up and configure the Communities feature in your sub-account? Step 1: Setting up your Communities Domain Step 2: Setting up Groups Step 3: How do members get added to the group? Step 4: Customizing your Groups Details: Branding: Promotional Links: Activate or Deactivate your groups: Step 5: Sub Account Users Inside community groups FAQs Q: Can I integrate my existing website with my Communities platform? Q: Is there a limit to the number of groups I can create within my Community? Q: What happens if I change the URL of my community group? Q: Can I monitor the activities within my community groups? Q: How can I promote active engagement in my community groups? What is the Communities feature? The Communities feature is a comprehensive tool provided by the CRM platform that enables the creation and management of online communitiesIt is a hub for discussion, learning, networking, and knowledge-sharingKey Components of the Communities Feature: Group Creation: Users can create multiple groups based on specific interests, topics, or industries, including the option to soft delete and restore groups for better controlThese groups serve as sub-communities where members can engage in focused discussions, share insights, and collaborate on projectsDomain Setup: The platform allows users to set up their custom domain or use a pre-configured subdomain, providing a personalized experience for community membersCommunity Customization: Users can customize their communities, including group name, description, URL, branding (colors, logos, cover images), promotional links, and the ability to toggle the visibility of phone numbers and email addresses under the Social Media sectionThis allows users to create a unique and branded experience for their community membersGroup Management: The person who creates a group becomes the owner and assumes administrative responsibilities and privilegesThis feature offers different roles for group management, including admins, moderators, and members, each with its permissions and responsibilitiesEnhanced filtering options enable users to sort by user status and roles, and security measures are in place to protect email visibilityMembership Management: Potential members can join a group by creating a community profile and signing up via the group's unique URLOnce they sign up, they can participate in any available community groupsAdditional features include easy search for members and direct access to profiles from the View Members pageLearning and Networking Opportunities: The communities provide a platform for users to learn from various courses, participate in discussions and events, vote in polls, and connect with like-minded individualsUsage Cases: E-Learning Platforms: An organization offering various online courses could use the Communities feature to set up different groups for each course or subjectThis allows learners to engage in focused discussions, share insights, ask questions, and collaborate on projects about their courseInstructors can share resources, answer questions, and facilitate discussionsCorporate Communication: The Communities feature could allow various departments to collaborate in a large corporationEach department could have its group, enabling focused discussions, announcements, document sharing, and project collaborationIt could also be used for company-wide announcements and discussionsProduct Development: Tech companies could use Communities to set up groups for beta testers of their new productsThese users can share their feedback, report bugs, and suggest improvements, while the company can provide updates, answer questions, and gather valuable user insight for product enhancementCustomer Support: Companies can create a community where customers can join groups based on their product or serviceWithin these groups, customers can ask questions, share tips and tricks, and provide product feedbackOn the other hand, companies can offer support, share product updates, and engage with their user baseProfessional Associations: Associations or clubs could use the Communities feature to engage their membersThey could have different groups for various activities or interests, allowing members to join the ones they are interested inThese groups can be used for sharing information, planning events, and having discussionsMarketing Agencies: Agencies could set up communities for their clients, with separate groups for different services or campaignsThis allows for efficient coordination and communication about project updates, performance metrics, and other relevant discussionsHow to set up and configure the Communities feature in your sub-account? Step 1: Setting up your Communities Domain Please Note: If you have already configured a domain for your ClientPortal, you will not need to do so again for your Communities portal as Communities uses the same domain as the Client PortalTo configure your domain for communities, follow these steps: Start by accessing the "Communities" section within the Memberships area in the sidebarHead to Settings It will automatically navigate you to Client Portal's Domain Settings, as both features use the same domainPlease Note: At this point, you have two options available to you: Option 1: Utilize a pre-configured subdomain under "clientclub.net"This subdomain is already set up and ready to be used immediatelySimply select this option if it suits your needsYou will still need to scroll down and hit Update Domain to get this to workOption 2: Set up your own custom domainIf you prefer to use a domain that you own, follow the next stepsTo configure a custom domain for your client portal, follow these steps: Using the left sidebar, navigate to the Sites tab then the Client Portal sectionProceed to the "Domain Setup." areaClick on the option for a Custom domain and input your desired domain nameBefore you can successfully set up an A or CNAME record, you must ensure that you have already configured your domain registrar to point to the specific IP address or server provided to youThis is an essential step in ensuring that your domain correctly refers to your server, enabling it to function properlyA Record, also known as an Address Record, maps your domain to an individual server IP addressOn the other hand, a CNAME record, or Canonical Name record, is used to map your domain (or subdomain) to another domain nameHere's a step-by-step guide on how to add A records and CNAME records: Login to your Domain Registrar's dashboardNavigate to the DNS settingsHere, you will find an option to add a new recordSelect the type of record you want to add (A or CNAME)Enter the details - for an A record, this would be the IP address 34.136.231.88 ; for a CNAME record, this would be the target domain preview.clientclub.net Save your changesDifferent registrars might have slight variations in the procedure, so here are some specific guides for popular registrars: GoDaddy NameCheap Bluehost HostGator Google Domains Please note: It's important to replace the "designated IP address or server" placeholder with your actual IP address or server information in the recordMake sure to fill out this field accurately, as it's essential to correctly configure your domain settingsOnce you have entered the DNS records in your Domain registrar, give it a reasonable time to propagate them (depending on your domain registrar), and hit Update DomainPlease note: While the following resources provide a good general overview, the exact time of DNS propagation can vary due to several factors, such as the TTL set for the DNS record, your ISP's update frequency, and geographical factorsTypically, it is suggested to allow between 24 to 48 hours for DNS propagationSiteground: "Understand DNS Propagation & Why it Takes so Long" GoDaddy: "What factors affect DNS propagation time? \| Domains" HostGator: "Propagation Times \| HostGator Support" DomainKing.NG: "DNS Propagation – how long does it take?" AccuWeb Hosting: "How long Nameservers propagation could take after ..." Namecheap: "DNS Propagation – Explained - Domains" Webcentral: "What is the standard DNS propagation period?" Step 2: Setting up Groups After setting up your domain, you will have the ability to create groups within a communityPlease note that the domain setup process is separate from creating community groupsNow, with enhanced features, you can create, delete, and restore groups, allowing for more robust managementIn communities, groups refer to specific spaces or subdomains where members can connectEach subaccount can create multiple groups, allowing for more focused discussions and collaboration within specific areas of interestTo initiate the creation of a group, access the "Communities" section of the platformHead to "Groups"Locate and click the "Create Group" optionHere, you will be presented with a form or settings page to fill in the necessary details for your groupGroup Name: This field is where you provide a unique name for your group, which will serve as the main identifier for your communityThis should be related to the group's purpose or topicFor example, if you're creating a group about digital marketing, you might name it "Digital Marketing Enthusiasts." Group URL (Group Slug): This is the unique web address where your group will be locatedIt should be easy to remember and shareTypically, it might be a simplified or abbreviated version of your group name, such as "digital-marketing," if your group name is "Digital Marketing Enthusiasts." Group Description: This section should briefly outline what your group is about, the kind of discussions that will take place, and what members can expect from being a part of the groupFor instance, you might describe the Digital Marketing Enthusiasts group as "A community for digital marketing professionals and enthusiasts to share strategies, tools, and trends in the industry." Brand Color: Choose a color that represents your group or your brandThis color will be used in your group's design to provide a consistent look and feelFavicon: This small icon will appear in the browser tab when someone is viewing your groupIdeally, It should be a small version of your logo or a symbol representing your groupCover Image: The main image will appear at the top of your group's pageIt should be visually appealing and relevant to your group's topicThe recommended aspect ratio is 16:9, and the image should be clear at a resolution of 200x200 pixelsLogo: This is the main logo for your group, which will appear in various places, such as the group switcherIt should ideally be square, with a 1:1 aspect ratio, and clear at a resolution of 200x200 pixelsOnce you have filled in the required details, create the group using the provided options or buttonsPlease Note: The individual who initiates the group creation process automatically becomes the owner of that group, assuming administrative responsibilities and privileges within the groupStep 3: How do members get added to the group? To enable members to join your group, you must provide them with a unique URL specific to the group within your communityThis URL will direct them to a customized page where they can sign up and create a profile shared across all the groups within the communityHere's a detailed version of the process: Invite Potential Members: You can send personalized invitations via email, SMS, or other communication platforms, providing potential members with the group's unique URLJoining the Group: Members can click on the provided URL, leading them to a dedicated page where they can join the groupPlease Note Members can join multiple groups within the community based on their interests, preferences, or professional needs, fostering a more dynamic and interactive community experienceSend an email or SMS to potential members, providing them with the group's URL and inviting them to joinMembers can click on the provided URL, leading them to a page where they can join the groupUpon clicking "Join Group," they will be prompted to sign up for the client portalOnce they sign up or log in, they gain access to the client portal and can choose to participate in any of the available groups within the communityMembers can join multiple groups within the community based on their interests or preferencesStep 4: Customizing your Groups You can personalize and customize your community groups to align with your brand and community objectivesThe initial customization you performed in Step 2 sets the default for your group, but additional options are available to refine your group's appearance and functionality furtherHere's a comprehensive guide: Details: Group Name and Description: You can choose a suitable name for your group that aligns with its purposeAdd a descriptive group description to provide information and context to potential membersGroup URL: Customize the group's URL to make it more relevant or memorable for your audienceEach Community Group is initially assigned a default URL, but you can personalize it according to your preferencesPlease Note: You can only modify the group URL once, so it's crucial to double-check your desired URL before saving the changesAccess the group settings by clicking on the settings icon at the top of the pageIn the left menu, locate and click on the "Details" sectionYou will find the option to change the group URL within the Details sectionOnce you have made the necessary adjustments, save the changesCongratulations! Your group now has a customized URLTo confirm the update, you can revisit the settings modal and ensure that your current URL reflects the newly set oneBy following these steps, you can customize your Community group's URLPlease review your changes before finalizing them, as there is a one-time limitation on modifying the group URLBranding: Primary Color: Choose a color that mirrors your brand, providing consistency throughout the groupGroup Logo: Upload a logo that will appear in the group switcher for easy identificationCover Image: Add a visually appealing image that resonates with your group's theme or brandingFavicon: Include a small icon for browser tabs, reinforcing your group's visual identitySelect a primary color that represents your brand identityThis color will be reflected throughout your group, creating a cohesive visual experienceUpload a group logo in the group switcher, allowing members to identify and navigate to your group easilyAdd a cover image to personalize the group's appearance and showcase relevant visuals or branding elementsInclude a favicon, a small icon displayed in the browser tab, to further enhance your group's brandingPromotional Links: Integration: Incorporate promotional links within your group, adding a title and corresponding URLVisibility: These links can be seen by your community members, facilitating the sharing of relevant resources or announcementsBy leveraging these customization options, you can tailor your community group to create a unique and branded experience for your membersActivate or Deactivate your groups: You can delete and restore groups easily, giving you better control over group managementHead over to Memberships> Communities> Status tab for your desired group: You can switch it to Active to activate your group or Inactive to Deactivate your groupYou can filter your list of visible groups by whether they are Active or Inactive by clicking on this filter: Step 5: Sub Account Users Inside community groups Creation of Community Group: All user levels, including account users, admins, agency users, and agency admins, have the ability to create a community groupOwnership: Upon creating a group, the user becomes the owner of that particular groupIt's crucial to note that once ownership is established, it cannot be transferred to another individualAdmin Privileges: Sub-account and agency admins are automatically granted admin rights within the community when they access it via the platformThese privileges enable them to oversee and manage various aspects of the community groupModerator Role: In contrast, sub-account and agency users are assigned the role of group moderators when they log in from the builder platformThis role permits them to handle day-to-day moderation tasks within the groupEffective Management: This hierarchy and distinction of roles ensure that the community group is effectively managed and moderatedAdmins have broader control, while moderators focus on maintaining a positive community environmentUser Participation: Through these role assignments, sub-account admins, agency admins, sub-account users, and agency users can all actively engage in and oversee the community groups within the platform, each according to their specific permissions and responsibilitiesFAQs Q: Can I integrate my existing website with my Communities platform? A: Direct integration of your existing website with the Communities platform is unavailableHowever, a connection between the two can be established by sharing links to your Community groups on your website and, likewise, placing website links within your CommunityThis approach ensures seamless navigation for users between both platformsQ: Is there a limit to the number of groups I can create within my Community? A: As of the current phase, there are no restrictions on the number of groups or the number of users within the groups that you can create in a CommunityIt's important to be aware that this may be subject to change in the future, so staying updated with the platform's policies and guidelines is advisableQ: What happens if I change the URL of my community group? A: Modifying a community group's URL has significant implications on its accessibilityAny previously distributed links containing the old URL will become inactiveUsers will need to utilize the newly updated URL to gain access to the groupCareful consideration and communication of such changes are essential to avoid confusionQ: Can I monitor the activities within my community groups? A: Monitoring capabilities are provided for admins and group owners within community groupsThese roles have access to oversee discussions, handle membership, and if necessary, intervene to ensure a conducive and engaging community atmosphereQ: How can I promote active engagement in my community groups? A: Fostering active participation within community groups can be accomplished through various methodsRegular dissemination of compelling content, posing intriguing questions, organizing events or challenges, and stimulating members to exchange views and ideas are all effective ways to invigorate engagementIt is the continuous interaction and encouragement that creates a lively and interactive community environmentQ: How do I create Courses inside the Community? A: Please refer to our Course Creator's Playbook for more information </s>
<s>[INST] Troubleshooting Warning: Please contact your agency to change email settings [/INST] If you are trying to add an SMTP provider and this error message shows up, please check if the location has email reselling settings is enabled in the agency SaaS configurator page. How to disable Email Rebilling? 1. Go to https://app.gohighlevel.com/sub-accounts/ 2. Once you are in the agency view, click on Sub-Accounts > Search by sub-account 3. Once you locate the sub-account Click on the sub-account Name OR click on the three dots at the bottom right to Manage Client 4. Scroll down all the way to the bottom to find Email Resell Settings and toggle the highlighted button here to disable Email rebilling. </s>
<s>[INST] Call Connect & Missed Call Text-Back [/INST] This article will guide you on how to setup and use the Missed Call Text Back and Call Connect features for your location. Missed call text back release video How to Setup Auto Missed Call Text Back Settings For existing sub-accounts created before August 16th, 2021, these features won’t be enabled by default. For new sub-accounts created on/after August 16th, 2021, these features will be enabled by default. The "Enable Call Connect Feature" Setting can be found under sub-account settings -> phone numbers -> edit phone number/number pool Enabling the Call Connect feature will force whoever answers a forwarded call to press any key before connecting them to the caller. Call Connect will play whatever is in the whisper message field when someone answers. </s>
<s>[INST] How to Add Author(s) to The Blog Builder [/INST] Every blog can be written by authors who are marketers, contributors, or content specialists. Authors should be added first in the blog builder (as shown in this article) before they can be selected as authors for the blog post. Please Note: Category, Keywords, Author, and Slug CANNOT be updated after the blog has been published. The developers working on a solution which will be released soon How to add authors to the blog builder? Click on "Sites" > Blogs > Settings (cog) Click on "Author" tab located on the left side > "+ Add new author" Add your author name, photo, image alt text, social pages, and author description > Click on "+ Create Author" once you are ready Note - Supported Image size for Author is 10MB </s>
<s>[INST] When rescheduling link is blank when sending email/SMS in conversation [/INST] </s>
<s>[INST] Industry Playbook - Home Service Business [/INST] The roadmap for growing a local Home Service business online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat customers. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Home Service business’s website. Integrate the Home Service business’s Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Home Service business 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 Home Service business often sends to people. Activate Conversation AI so the Home Service business 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 Home Service business can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Home Service business can easily send out news, updates, and promotions to their contacts. </s>
<s>[INST] How to duplicate a dashboard to another sub-account [/INST] Great news for Agency Admins! Now, you can effortlessly duplicate dashboards to different sub-account, saving time and streamlining your reporting processThis guide walks you through the simple steps to clone dashboards, ensuring a smooth transition and providing valuable insights for sub-accountsTABLE OF CONTENTS Step 1: Access the dashboard menu Step 2: Choose "Duplicate to another sub-account" Step 3: Customize the duplicate dashboard name Step 4: Select the target sub-account Step 5: Click duplicate Step 6: Edit widgets with missing custom values Step 7: Save changes, and you're ready to roll! Note: What's Next: Step 1: Access the dashboard menu Click on the three-dot menu of a dashboardStep 2: Choose "Duplicate to another sub-account" Select the option to duplicate the dashboard to a different sub-accountStep 3: Customize the duplicate dashboard name Change the name of the duplicated dashboard as per your requirementStep 4: Select the target sub-account Search and choose the sub-account where you want to duplicate the dashboardStep 5: Click duplicate Execute the duplication processNavigate to the new sub-account to view the duplicate dashboardStep 6: Edit widgets with missing custom values If there were any custom values or fields on the original dashboard, those will not be copied to the duplicate, and you will see an error banner informing you about thisWidgets where such values and fields are missing will be highlighted in redYou can edit those widgets and update the required values and filtersOnce done, click save, and the error state will disappear Step 7: Save changes, and you're ready to roll! Ensure to save any changes made during the duplication processNote: Wondering 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 pin dashboards as favourite How to manage permissions for a dashboard </s>
<s>[INST] How to Download the Highlevel-Beta Mobile APP [/INST] IN THIS ARTICLE Get early access to new mobile features before anyone else, and help shape the future of HighLevels iOS & Android apps! Compared to the standard mobile app, you’ll receive bug fixes and updates much quicker ! HighLevel beta for iOS How to sign up Like many other apps, HighLevel iOS beta is distributed through TestFlightGo here to install the TestFlight app on your device if you don’t have it already.Once the TestFlight app is downloaded to your device, click on this link to download the HighLevel iOS beta appIf you already have the standard HighLevel app installed, the beta version will replace itNote: Apple only allows up to 10,000 people to sign up for a beta app through TestFlightFirst come, first served! How to submit feedback Feedback is a gift! Help HighLevel,s engineering team make our mobile apps even better by sending bug reports and feedback: In the HighLevel Beta app, press the power button and volume up button at the same time to take a screenshotTap the “Share” button at the top right, then scroll down to see the “Share Beta Feedback” button in the share sheetIn the TestFlight app, tap on “HighLevel Beta,” then tap the “Send Beta Feedback” buttonHow to leave the beta In the TestFlight app, tap on “HighLevel Beta,” then scroll to the bottom of the pageTap the “Stop testing” button to be removed from the betaHighLevel beta for Android How to sign up Go to HighLevel app listing in google play store Scroll to the bottom of the page until you see the section titled “Join the beta.” Then tap the “Join” button — that’s it! How to submit feedback Feedback is a gift! Help HighLevel's engineering team make our mobile apps even better by sending bug reports and feedback: Open the Play Store At the top right, tap your profile icon Tap “Manage apps & device” Tap “Ratings & reviews” Scroll until you find HighLevel in the list, then tap “Write feedback” How to leave the beta Go to HighLevels’s app listing in the Google Play Store hereScroll to the bottom of the page until you see the section titled “You’re a beta tester.” Tap the “Leave” button to be removed from the betaBecoming a mobile beta tester Participation is entirely voluntaryBefore you sign up, please keep in mind that by accessing and using our beta apps, you are acknowledging and accepting any risks from using an app that has not yet been released to the general publicFor example, beta apps can contain more bugs than our publicly available productsYour decision to participate in beta testing is also subject to any applicable Beta Services terms in your agreements with us </s>
<s>[INST] Embed content on dashboards with our embed widgets [/INST] More Tutorials from the Community https://www.youtube.com/watch?v=JTdNRFCVldI https://www.youtube.com/watch?v=Bs0sutIRkyU https://youtu.be/gHmX0NzYd0o Our embed widget object empowers you to seamlessly integrate a wide range of online content into your GHL dashboards using iframesIf a platform supports embedded content, you can effortlessly display it within your dashboardsThis feature enables the inclusion of various elements like web pages, Google Data Studio reports, Google Docs, slideshows, calendars, Loom videos, YouTube videos, social media posts, feeds, and moreTABLE OF CONTENTS Step 1: Click on the dashboard's edit icon Step 2: Select the "Add Widget" button Step 3: Navigate to the "Objects" tab Step 4: Click on "Embed" object Step 5: Enter your desired title Step 6: Select the type Step 7: Optionally, hide the title for the embedded widget by selecting "Hide Title" in advanced settingsStep 8: Click "Save" to apply the changes Embedding different types of content: 1Youtube 2TikTok videos 2Instagram Posts Note: What's Next: Step 1: Click on the dashboard's edit icon Step 2: Select the "Add Widget" button Step 3: Navigate to the "Objects" tab Step 4: Click on "Embed" object Step 5: Enter your desired title Step 6: Select the type In the "Type" section, choose "URL" to embed a specific URLEnsure the URL is fully qualifiedNote: When embedding content, only use a fully qualified URL and refrain from entering any other contentHere is a sample URL https://www.instagram.com/p/C04TE0DsEkW/embed/ If your source provides iframe code, select "IFRAME" in type and input the code in the text boxHere is a sample iframe code snippet <iframe src="https://www.openstreetmap.org/export/embed.html?bbox=-0.004017949104309083%2C51.47612752641776%2C0.00030577182769775396%2C51.478569861898606&layer=mapnik"> Step 7: Optionally, hide the title for the embedded widget by selecting "Hide Title" in advanced settingsStep 8: Click "Save" to apply the changes Embedding different types of content: 1Youtube Add an Embed object, then add the video's ID number (found after /video/ in the URL) to https://www.youtube.com/embed/ For example if your youtube URL is https://www.youtube.com/watch?v=bFTIQDCvIrc , then copy the video ID "bFTIQDCvIrc" and add it to https://www.youtube.com/embed/So your final URL will be https://www.youtube.com/embed/bFTIQDCvIrc 2TikTok videos Add an Embed object, then add the video's ID number (found after /video/ in the URL) to https://www.tiktok.com/embed/ 2Instagram Posts Get the sharable link for your instagram postYou'll get a link similar to this: https://www.instagram.com/p/C04TE0DsEkW/?utm_source=ig_web_copy_link You'll need to replace ?utm_source=ig_web_copy_link with /embed/The URL should look like this afterward: https://www.instagram.com/p/C04TE0DsEkW/embed/ Add this final URL on your embed object configurationNote: Some platforms or websites do not allow their content to be displayed in an iframeWondering which plan unlocks the customizable Dashboard and widgets? 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: Customizing a widget Edit widgets on the dashboard Removing a widget </s>
<s>[INST] Contact Engagement score [/INST] More Tutorials from the Community https://www.youtube.com/watch?v=JNi431-_ISk https://www.youtube.com/watch?v=IJGVb61NOhI https://www.youtube.com/watch?v=4kzgR22N8w8 https://www.youtube.com/watch?v=5Q3mEGC4bdk A Contact Engagement Score is a metric used to measure how actively and effectively a contact or lead interacts with an organization or businessIt's commonly used to assess the level of interest, involvement, or responsiveness of a contact or leadThe score helps businesses prioritize their efforts in communicating with a lead, lead nurturing and sales prospectingHere's a breakdown of the components and purpose of a Contact Engagement Score To calculate the score, users can typically track various interactions between the contact and organizationThese interactions can include email opens, calendar appointments, form submissions, and moreEach interaction type can be weighted differently based on its significanceIn this article : Feature 1: Manage Scoring Feature 2: Rules and score builder Feature 3: Sorting and filtering in Conversations Feature 1: Manage Scoring Edit Score Profile Name and Description: With Score Builder, you can easily customize the name and description of your score profiles to ensure they align with your specific business needs and objectivesDraft/ Publish : By default the score profile stays in draft stateOnce the profile is published, the score will be reflected to all the contacts Feature 2: Rules and score builder Rule Customization: The system allows you to edit and fine-tune your scoring rules as needed Add or Subtract Points: You have full control over the scoring rulesUsing the score builder, you can create rules to add or subtract points based on specific criteria, such as engagement, behavior, or any other relevant factorsSaving Changes : Once any new rule is added or old rule is edited, the changes need to be saved to the score profile Feature 3: Sorting and filtering in Conversations Score Display: In the conversations module, users can find scores visibly associated with each contactThis at-a-glance view helps you quickly identify and focus on contacts with the highest scoresSort Contacts: Users can sort contacts based on their scores, helping you quickly identify high-priority contacts and those who require more nurturingFiltering Options: Users can filter contacts based on score ranges, allowing users to segment and target contacts with similar engagement levelsHow to Use Contact Engagement Score Workflow Actions and Triggers More Tutorials from the Community https://youtu.be/Q6UP__TvaPU https://youtu.be/8wnxM1ToiD4 https://youtu.be/wq-coaLvF-s https://youtu.be/DCJ0wc4lurg </s>
<s>[INST] How do I change my Client's Address? [/INST] You can change your client's address by going to Location View -> Settings -> Business Info -> Company Address tab </s>
<s>[INST] How to use RSS Blocks in the Email Builder [/INST] Are you a business looking for a more efficient way to communicate with your customers? Consider using an RSS feed for emails! This powerful tool lets you easily distribute your content to subscribers, keeping them up-to-date on your latest news and promotionsAnd best of all, it's automated, saving you time and effortIf you want to streamline your customer communication process and provide valuable content to your subscribers, an RSS feed for emails is the way to goYour customers will appreciate the convenience and timely updates, leading to increased engagement and loyaltyThis article will review what an RSS element is, the difference between a Header and an Item, and how to set up eachTABLE OF CONTENTS Video: How to set up RSS Blocks in the Email Builder There are 2 RSS elements in the Email Builder: What's the difference between RSS Header and RSS Item How to set up RSS Blocks in the Email Builder (Step by Step Walkthrough) Step 1: Select whether you want to use the RSS Header or RSS Item Select which RSS element and follow the instructions: RSS Header setup steps Basic VsCustom in RSS Header RSS Item setup steps Basic VsCustom in RSS Items HTML-Based RSS Feed How to schedule your RSS Feed: Sending Options: How to Test RSS Emails How to view and edit RSS Campaign: How to setup RSS blocks in the Email Builder (Video) There are 2 RSS elements in the Email Builder: RSS Header RSS items What's the difference between RSS Header and RSS Item Determining whether to use RSS Header or RSS Item depends on how much information you like to be providedThe information both provide is essentially the same, except the RSS Item provides additional information not provided in the RSS HeaderPlease see the below chart that illustrates the difference between the twoRSS Header RSS Item Title Title Description Description Link Link Language Language Publication Date Publication Date N/A Author N/A Categories How to set up RSS Blocks in the Email Builder Step 1: Select whether you want to use the RSS Header or RSS Item With the HighLevel Email Builder, you can utilize the RSS Elements feature to send automated emails with dynamic content whenever a new RSS (Real Simple Syndication) item is releasedSelect which RSS element and follow the instructions: RSS Header setup steps Rss Items setup steps 1RSS Header setup steps This will dynamically populate <channel> tags from your RSS Feed (learn more about the <channel> tag here)The RSS Header Element supports the following RSS channel tags - use their respective Custom Value to populate the email with the corresponding tag value: RSS Tags Custom Value For HL <title> {{rss_feed.title}} <description> {{rss_feed.description}} <link> {{rss_feed.url}} <lastBuildDate> {{rss_feed.date}} Basic VsCustom in RSS Header When using the RSS Header block, you'll see two options in the "RSS Editing Options" dropdown selector: Basic Custom Basic: adds the following non-editable text in Text Editor<h1 class="h1">{{rss_feed.title}}</h1> {{rss_feed.description}}<br /> <br /> Custom: adds the following editable text in Text Editor Updates from {{rss_feed.url}} <h1>{{rss_feed.title}}</h1> <strong>{{rss_feed.description}}</strong><br /> <br /> <strong>In the {{rss_feed.date}} edition:</strong><br /> Please Note: The four Custom RSS <channel> variables can also be used in the subject field like this: 2RSS Item setup steps The RSS Items block accepts the following Custom Values and will dynamically insert their corresponding RSS Tags: RSS Tags Custom Values Description <title/> {{rss_item.title}} The title of the RSS item is usually a blog posttitle <description/> {{rss_item.content}} A summary of the RSS item in HTML format includes information inside the <description> tagIf there is no <description> tag in your feed, it will display the information in the <content: encoded> tag <link/> {{rss_item.url}} The text link to the RSS item online can be displayed as text or used in a hyperlinkcontent:encoded <content:encoded/> {{rss_item.content_full} The full content of the information inside the <content: encoded> tag for an RSS item in HTML formatIf there is no <content:encoded> tag, it will display the information in the <description> tagpubDate {{rss_item.date}} The date the RSS item was published, in the format `MMM DD, YYYY hh: mm A`We will provide support for custom formatting in the future<dc: creator> {{rss_item.author}} The author of the RSS item media: content <media: content> {{rss_item.imageUrl }} This will provide the src URL of the image as text in order to render it as an image, use {{rss_img}} {{rss_img alt="alt_text" src=rss_item.imageUrl height="200" width="200"}} <item> {{#rss_items rss_items}} This tag doesn't display anythingIt's used to open the customized formatting for individual RSS items</item> {{/rss_items}} This tag doesn't display anythingIt's used to close the customized formatting for individual RSS itemsBasic VsCustom in RSS Items When using the RSS Items block, you'll see two options in the "RSS Editing Options" dropdown selector: Basic and CustomBasic: adds the following non-editable formatted text in Text Editor{{#rss_items rss_items}} <h2 class="mc-toc-title"><a href="{{rss_item.url}}" target="_blank"> {{rss_item.title}} </a> </h2> {{rss_item.content}} <br /> <a href="{{rss_item.url}}" target="_blank">Read on »</a><br /> <br /> {{/rss_items}} Custom: Text, and the Text editor will become editable{{#rss_items rss_items}} <h2 class="mc-toc-title"><a href="{{rss_item.url}}" target="_blank">{{rss_item.title}}</a></h2> <em>By {{rss_item.author}} on {{rss_item.date}}</em><br /> {{rss_item.content_full}}<br /> <a href="{{rss_item.url}}" target="_blank">Read in browser »</a><br /> <br /> {{/rss_items}}<br /> <br /> <br /> <h3 class="h3">Recent Articles:</h3> {{#rss_items rss_items}} 4HTML-Based RSS Feed The values returned by the RSS-based custom variable {{rss_item.title}} are HTML-escapedFor example, if the expression contains the returned HTML-escaped output is generated as, or if your RSS Feed has HTML-based text instead of plain text, it will be rendered as plain textIf you don't want it to escape a value, use the "triple-stash," {{{: Eg, if your RSS feed source is something like this Without "triple-stash," it will render like this once you will use "triple-stash" {{{rss_item.content}}} it will render like this 5How to schedule your RSS Feed: To schedule RSS Feed based emails: navigate to the "Send or Schedule" tab select the "RSS Email Campaign" sending option give your campaign a name in the "Campaign Name" field paste your RSS feed URL in the "RSS Feed URL" fieldSending Options: When we should send: Here, you can determine whether RSS Emails should go out Daily, Weekly, or Monthly, as well as when the emails should go outSend on: Here, you can choose the Day(s) of the week on which you want to send the campaignOnce all inputs fields are filled along with the recipient, in Review and Send side panel, You will see the following new informationEmail type RSS Feed URL Repeat After 6How to Test RSS Emails When using the "Send Test Email" functionality with an email with RSS Elements, you will see a new "RSS Feed URL" field where you'll need to provide the RSS Feed URL from where you want to pull the contentWithout this, all RSS tag-based custom variables will replace by empty textPlease Note: If you try to Schedule RSS Element-based email template through normal scheduling options (send now, schedule for later, send in drip mode), all RSS tags based custom variable will replace by empty text7How to view and edit RSS Campaign: You can see your scheduled RSS Campaigns in the Scheduled Tab, where you'll see the type listed as RSSFor other scheduled emails (send now, schedule for later, send in drip mode), the type will be NormalThe example above is an RSS email set to send Daily and we can see the Next Execution time will be at 2 pmOnce the 2 pm email has been sent, it will be marked as complete and a new scheduling/execution will be scheduled with the same configuration (RSS Feed URL, send Daily) with the following day's dateRSS Feed campaign configuration Actions: With RSS-type scheduling, you can perform the following actions: Edit: If you click the pencil icon to edit, you will see a confirmation modal asking you to confirm that you would like to cancel the currently scheduled email and re-schedule a new oneOnce you click Confirm, it will cancel the current scheduling and open up the Email Builder with RSS Scheduling options pre-filled with the current canceled scheduling informationPause/Resume: You can also pause and resume the execution through the Pause/Resume actions Delete: You can also delete the RSS schedulingDeleting will cancel the scheduling and then permanently delete it from the systemFAQS Q: I want to test different email elements to see what works bestHow can the email builder help? Q: I own a restaurant and want to inform customers about our new menu itemsWhich template should I use? Q: I run a law firm and need to announce new servicesWhich template will work best for this? Q: I manage a charity organizationHow can I use the email builder to solicit donations? Q: I have a physical therapy clinic and want to share health tips and exercises with my clientsWhich template should I use? Q: I run an accounting firm and want to send newsletters with tips for financial managementWhich template would work best? Q: I manage a real estate agencyHow can I use the email builder to showcase new properties? Q: I run a beauty salon and want to announce new services and promotionsWhich template should I use? Q: I run a travel agency and want to promote our vacation packagesWhat would you recommend? Q: I run a dental practice and want to send check-up remindersWhich template is best for this? Q: I manage a yoga studio and want to share class schedules and health tipsWhich template would you suggest? Q: I run an auto repair shopHow can I use the email builder to announce our services and promotions? Q: I own a gym and want to share fitness tips and class schedules with my clientsWhat would you recommend? Q: I run a holistic wellness center and want to share wellness tips with my clientsWhich template should I use? Q: I operate a medspa and want to announce new treatments and promotionsWhich template is best for this? Q: I run a landscaping serviceHow can I use the email builder to showcase my work? Q: I run a credit score company and want to share financial adviceWhat template would be most suitable? Q: I manage a solar energy companyWhich template should I use to announce new products and services? Q: I own a law firm and want to send newsletters with legal adviceWhich template would work best? Q: I run a climbing gymHow can I use the email builder to promote our training classes? Q: I manage a pet shelter and want to send updates about available pets for adoptionWhich template should I use? TABLE OF CONTENTS There are 2 RSS elements in the Email Builder: What's the difference between RSS Header and RSS Item How to set up RSS Blocks in the Email Builder Step 1: Select whether you want to use the RSS Header or RSS Item Select which RSS element and follow the instructions: 1RSS Header setup steps Basic VsCustom in RSS Header 2RSS Item setup steps Basic VsCustom in RSS Items 4HTML-Based RSS Feed 5How to schedule your RSS Feed: Sending Options: 6How to Test RSS Emails 7How to view and edit RSS Campaign: RSS Feed campaign configuration Actions: Q: I want to test different email elements to see what works bestHow can the email builder help? Q: I own a restaurant and want to inform customers about our new menu itemsWhich template should I use? Q: I run a law firm and need to announce new servicesWhich template will work best for this? Q: I manage a charity organizationHow can I use the email builder to solicit donations? Q: I have a physical therapy clinic and want to share health tips and exercises with my clientsWhich template should I use? Q: I run an accounting firm and want to send newsletters with tips for financial managementWhich template would work best? Q: I manage a real estate agencyHow can I use the email builder to showcase new properties? Q: I run a beauty salon and want to announce new services and promotionsWhich template should I use? Q: I run a travel agency and want to promote our vacation packagesWhat would you recommend? Q: I run a dental practice and want to send check-up remindersWhich template is best for this? Q: I manage a yoga studio and want to share class schedules and health tipsWhich template would you suggest? Q: I run an auto repair shopHow can I use the email builder to announce our services and promotions? Q: I own a gym and want to share fitness tips and class schedules with my clientsWhat would you recommend? Q: I run a holistic wellness center and want to share wellness tips with my clientsWhich template should I use? Q: I operate a medspa and want to announce new treatments and promotionsWhich template is best for this? Q: I run a landscaping serviceHow can I use the email builder to showcase my work? Q: I run a credit score company and want to share financial adviceWhat template would be most suitable? Q: I manage a solar energy companyWhich template should I use to announce new products and services? Q: I own a law firm and want to send newsletters with legal adviceWhich template would work best? Q: I run a climbing gymHow can I use the email builder to promote our training classes? Q: I manage a pet shelter and want to send updates about available pets for adoptionWhich template should I use? TABLE OF CONTENTS There are 2 RSS elements in the Email Builder: What's the difference between RSS Header and RSS Item How to set up RSS Blocks in the Email Builder Step 1: Select whether you want to use the RSS Header or RSS Item Select which RSS element and follow the instructions: 1RSS Header setup steps Basic VsCustom in RSS Header 2RSS Item setup steps Basic VsCustom in RSS Items 4HTML-Based RSS Feed 5How to schedule your RSS Feed: Sending Options: 6How to Test RSS Emails 7How to view and edit RSS Campaign: RSS Feed campaign configuration Actions: Q: I want to test different email elements to see what works bestHow can the email builder help? Q: I own a restaurant and want to inform customers about our new menu itemsWhich template should I use? Q: I run a law firm and need to announce new servicesWhich template will work best for this? Q: I manage a charity organizationHow can I use the email builder to solicit donations? Q: I have a physical therapy clinic and want to share health tips and exercises with my clientsWhich template should I use? Q: I run an accounting firm and want to send newsletters with tips for financial managementWhich template would work best? Q: I manage a real estate agencyHow can I use the email builder to showcase new properties? Q: I run a beauty salon and want to announce new services and promotionsWhich template should I use? Q: I run a travel agency and want to promote our vacation packagesWhat would you recommend? Q: I run a dental practice and want to send check-up remindersWhich template is best for this? Q: I manage a yoga studio and want to share class schedules and health tipsWhich template would you suggest? Q: I run an auto repair shopHow can I use the email builder to announce our services and promotions? Q: I own a gym and want to share fitness tips and class schedules with my clientsWhat would you recommend? Q: I run a holistic wellness center and want to share wellness tips with my clientsWhich template should I use? Q: I operate a medspa and want to announce new treatments and promotionsWhich template is best for this? Q: I run a landscaping serviceHow can I use the email builder to showcase my work? Q: I run a credit score company and want to share financial adviceWhat template would be most suitable? Q: I manage a solar energy companyWhich template should I use to announce new products and services? Q: I own a law firm and want to send newsletters with legal adviceWhich template would work best? Q: I run a climbing gymHow can I use the email builder to promote our training classes? Q: I manage a pet shelter and want to send updates about available pets for adoptionWhich template should I use? TABLE OF CONTENTS There are 2 RSS elements in the Email Builder: What's the difference between RSS Header and RSS Item How to set up RSS Blocks in the Email Builder Step 1: Select whether you want to use the RSS Header or RSS Item Select which RSS element and follow the instructions: 1RSS Header setup steps Basic VsCustom in RSS Header 2RSS Item setup steps Basic VsCustom in RSS Items 4HTML-Based RSS Feed 5How to schedule your RSS Feed: Sending Options: 6How to Test RSS Emails 7How to view and edit RSS Campaign: RSS Feed campaign configuration Actions: Q: I want to test different email elements to see what works bestHow can the email builder help? Q: I own a restaurant and want to inform customers about our new menu itemsWhich template should I use? Q: I run a law firm and need to announce new servicesWhich template will work best for this? Q: I manage a charity organizationHow can I use the email builder to solicit donations? Q: I have a physical therapy clinic and want to share health tips and exercises with my clientsWhich template should I use? Q: I run an accounting firm and want to send newsletters with tips for financial managementWhich template would work best? Q: I manage a real estate agencyHow can I use the email builder to showcase new properties? Q: I run a beauty salon and want to announce new services and promotionsWhich template should I use? Q: I run a travel agency and want to promote our vacation packagesWhat would you recommend? Q: I run a dental practice and want to send check-up remindersWhich template is best for this? Q: I manage a yoga studio and want to share class schedules and health tipsWhich template would you suggest? Q: I run an auto repair shopHow can I use the email builder to announce our services and promotions? Q: I own a gym and want to share fitness tips and class schedules with my clientsWhat would you recommend? Q: I run a holistic wellness center and want to share wellness tips with my clientsWhich template should I use? Q: I operate a medspa and want to announce new treatments and promotionsWhich template is best for this? Q: I run a landscaping serviceHow can I use the email builder to showcase my work? Q: I run a credit score company and want to share financial adviceWhat template would be most suitable? Q: I manage a solar energy companyWhich template should I use to announce new products and services? Q: I own a law firm and want to send newsletters with legal adviceWhich template would work best? Q: I run a climbing gymHow can I use the email builder to promote our training classes? Q: I manage a pet shelter and want to send updates about available pets for adoptionWhich template should I use? </s>
<s>[INST] Contact got reassigned to another user when booking an appointment in Group calendar [/INST] Funnel setup User calendar link setup: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48001173603-when-user-calendar-link-doesn-t-show-team-calendars </s>
<s>[INST] How to add manual leads in Affiliate Manager? [/INST] More Tutorials From the Community https://youtu.be/ycoHwPoQgfg https://youtu.be/s08oRIZinPw https://youtu.be/B6-whP4LhxM https://www.youtube.com/watch?v=fwqOWHpbJ3E Allowing manual leads to be created in an affiliate manager can be beneficial for several reasons: 1Flexibility in Tracking Various Conversions: Not all conversions are easily trackable through automated meansFor instance, phone orders, offline purchases, or custom events might require manual entry to be accurately attributed to affiliates2Handling Exceptions or Edge Cases: In some cases, there might be unique circumstances where a lead or conversion doesn't fit neatly into automated tracking systemsAllowing manual leads allows for flexibility in handling such exceptions3Maintaining Trust with Affiliates: Affiliates may sometimes come across potential customers or leads that they refer through personal connections or offline interactionsAllowing manual leads helps maintain trust by ensuring that affiliates receive credit for their efforts, even in non-standard situations4Ensuring Accuracy and Integrity: Allowing manual leads enables you to have a more accurate representation of your affiliate program's performanceThis can be particularly important for reporting, analysis, and decision-making5Supporting Offline Marketing Efforts: If your affiliates engage in offline marketing activities like events, workshops, or seminars, they might acquire leads that aren't easily trackable through online methodsAllowing manual leads accommodates this6Facilitating New Affiliate Onboarding: When onboarding new affiliates, providing them with the ability to manually add leads can be helpful, especially if they have established networks or offline marketing strategies7Handling Special Campaigns or Promotions: Special promotions or campaigns may involve unique tracking methodsAllowing manual leads ensures that affiliates can still receive credit for their efforts during these campaigns.While manual lead entry provides flexibility and accommodates various scenarios, it's important to implement appropriate checks and balances to prevent abuse or inaccuracies in the systemAdditionally, it's crucial to communicate clear guidelines to affiliates regarding when and how manual leads should be submittedHow does it work creating manual leads work in Affiliate Manager? 1Go to Marketing > Affiliate Manager 2Go to Affiliate module 3Go to the relevant affiliate where you want to add manual leads , there will be an option to add leads beside add coupon button4Click on Add leads, there will be two options New Lead - User can select the campaign and add other basic detailsImport from contacts - importing a contact based on offline marketing searching by nameNote - Manually added leads will not show any relevant purchase history records </s>
<s>[INST] Enabling Cross-Site Tracking (3rd Party Cookies) [/INST] Safari on MacOS Launch Safari Open Safari by clicking on the Safari icon located in the dock or by searching for "Safari" using Spotlight (Cmd + Space) and selecting the application. Access Safari Preferences In the top menu, click on "Safari" and then select "Preferences" or "Settings" from the drop-down menu. Alternatively, you can use the keyboard shortcut (Cmd + comma) to directly access the Preferences window. Open the Privacy Tab Once the Preferences window appears, click on the "Privacy" tab at the top. Customize Website Tracking Options In the Privacy tab, you'll see various options related to website tracking. By default, Safari blocks cross-site tracking. To enable it, uncheck the box next to "Prevent cross-site tracking." Close Preferences After adjusting the desired settings, close the Preferences window. Chrome on MacOS Coming Soon Chrome on Windows Coming Soon Firefox on Windows Coming Soon Microsoft Edge on Windows Coming Soon </s>
<s>[INST] Activate Notifications [/INST] FAQs: 1. Why am I getting duplicate notifications? Ensure the same Twilio Account SID is not connected to multiple HighLevel sub-accounts. </s>
<s>[INST] Action - If/Else - Date type field conditions [/INST] Compare any Date type field with the following conditions: Condition based on recent days Today Tomorrow Yesterday Condition based on number of days/weeks/months/years After Before In the Next In the Last Condition based on a particular date On After date Before date </s>
<s>[INST] Courses: In-app notifications for comment, unlocked & drip content [/INST] Our latest update is designed to keep you more connected and engaged with your courses and the learning community. Here’s everything you need to know to make the most out of this new feature. TABLE OF CONTENTS Stay Connected with Comments Unlocked Content Notifications Timely Access to Drip Content Enabling Instructor-Learner Interactions Stay Connected with Comments Receive Instant Notifications Never miss a beat in your learning journey! You will now receive instant notifications whenever someone comments on a course you're enrolled in or replies to one of your comments. This ensures you're always in the loop and can participate in discussions promptly. Facilitate Smoother Interactions This feature is all about fostering a vibrant learning community. By keeping you informed of new comments and replies, interactions within courses become more dynamic and engaging, enhancing your learning experience. Unlocked Content Notifications Never Miss Out on New Content When a post or category that was previously locked becomes accessible, learners will receive a notification right away. This means you're always updated on the latest content available to you, ensuring you don't miss out on valuable learning opportunities. Timely Access to Drip Content Stay Informed on Content Releases Drip content helps pace your learning, but waiting for it without knowing when it’ll be available can be frustrating. With Course Notifications, learners will be notified the moment new drip content is released in your courses, allowing you to access fresh materials right when they're available. Enabling Instructor-Learner Interactions Enhanced Communication with Instructors A key part of learning is interaction with instructors, and this feature takes it to the next level. Instructors will now receive notifications for learner comments, making it easier for them to respond and engage. This fosters a better connection and communication flow between learners and instructors. Instructors will receive their notifications in </s>
<s>[INST] Customize your AI responses using Prompts [/INST] You can now edit and manage the prompt of the Conversation AI Bot for the specific intents for more control over the bot's response and customizing the bot's personality for you and your clients In This Article Intent-Based Prompting Components of Edit Prompt Templates and Reset to Default AI Prompting Intent-Based Prompting Head over to the "Configure Intent" tab in Conversation AI settings in your sub-account settings and Click on "Edit Prompt" for the intent you want to edit the prompt. Components of Edit Prompt Who is the bot? [Editable] - Utilize this space to tell the bot who it is, how it can meet its goals, and things to remember while talking to the contact. Goal [Non-Editable] Anything else the Bot should know? [Editable] - Important Business info, why the conversation is happening, who the contact is, rules to follow, etc. Add anything you need the bot to know which will help it respond to your contacts NOTE: Custom Values and Fields are supported in the prompt and can be selected from the "+ Add Custom Values" button Templates and Reset to Default We provide a few templates to choose from and check them out for inspiration on ways to write your prompts and best practices. Utilize the "Reset to Default" button to reset the prompt to the default one. AI Prompting AI Prompting is probably the most important aspect of Conversation AI Bots. To better understand prompting, checkout this article - Prompting 101 </s>
<s>[INST] SMS Templates (Snippets) - Overview [/INST] Now you can easily create and save templates, eliminating the need to repeatedly write the same emails or SMS. This feature allows you to maintain consistency in your marketing efforts. SMS TEMPLATES On your subaccount, click on conversations Click on 'Templates , Here, you can create, edit, or delete your templates. EMAIL TEMPLATES On your subaccount click on marketing Click on 'Templates, here you can create, edit, or delete your EMAIL templates, in here you can also manage your SMS templates. You will be able to use your SMS templates (snippets) in conversations, triggers, campaigns, and workflows. </s>
<s>[INST] Which Twilio phone number will the leads be getting the SMS from? [/INST] Primary rule: If the User (who logged in to send the SMS) is in the sub-account's My staff tab and has a Twilio Number assigned to himself or herself, the lead will get the SMS from the Twilio number assigned to that User. If the Twilio number is SMS incapable, we use the default number to send out the SMS instead. Learn more about Phone numbers for users / Assign Twilio Numbers to Users Go to sub-account Settings > My staff > Edit the user Expand Call & Voicemail Settings If the User (who logged in to HL) is not inside that sub-account OR the User doesn't have a Twilio number assigned, we will first use 1. Channel number (first Twilio number ever used with that contact) If that number got removed, we will then use: 2. Default outbound number When we hover over the text messages in the conversation, we can click on the three dots to view Details. This helps to indicate which Twilio number is used when sending SMS. Check out why SMS still coming from old Twilio number when I got a new one? </s>
<s>[INST] Element Duplication Efficiency (Global Templates) [/INST] Clone elements within your funnel to save time Edit: You can now use the Global and Template sections to save more time & effort and have the changes reflect across all pages in one click. Learn more about Global Sections by going to https://help.gohighlevel.com/support/discussions/topics/48000559842 </s>
<s>[INST] WhatsApp Overview: Sub-Account Set Up and Best Practices [/INST] Nearly everything you need to know about WhatsAppIntroduction Welcome to this comprehensive guide on WhatsAppIn this video, we'll cover everything from setting up your account, understanding sending limits and pricing, to utilizing WhatsApp efficiently within High LevelLet's dive in! What is WhatsApp and Why Does it Matter? WhatsApp is a messaging platform which boasts over 2 billion users globallyUnlike SMS, WhatsApp is worldwide, anyone with a WhatsApp account and internet connection can use itFurther, WhatsApp can be significantly cheaper than standard SMS messagesTABLE OF CONTENTS Agency Setup Direct Deployment (Skipping Rebilling) Subaccount Setup WhatsApp Sending Limits WhatsApp Conversations Types of WhatsApp Conversations Conversation (Template) Categories Opening a New Conversation WhatsApp Pricing FAQs If a contact sends me a WhatsApp Message, and then an SMS message, can I reply on both? Can I use an Existing WhatsApp Number? Agency Setup Pre-requisites for Auto-Reselling Connect your Agency Stripe Account Your agency Stripe account will be used to collect subscription payments for WhatsApp from your clientsYou can connect your agency Stripe account to your agency by following this helpful article: How to Connect Stripe to AgencyNote: You can also Direct Deploy WhatsApp if you do not have a Stripe connectedHowever, this will charge your agency Card on file, skipping the reselling featureSetting Up Reselling In the reselling tab of agency settings, you can offer WhatsApp and set your pricing for subaccountsThis allows you to charge your clients a markup while HighLevel bills you at a fixed rateWhen a client wants to, they can then purchase WhatsApp at this marked-up priceAllowing you to recoup the HighLevel price we charge you and then make a profit every monthAfter setting this up in the Agency, a Sub-Account can purchase it themselves, which will then charge the card on file for that Sub-AccountDirect Deployment (Skipping Rebilling) If you want to skip the rebilling to deploy WhatsApp to a specific Sub-Account without rebilling or markup, you can do this from the Manage Sub-Account TabThis will charge your Agency Card on file, located in your Company Billing TabNavigate to the Agency View > Sub-Accounts > Find the Sub-Account, then click Manage Sub-Account Scroll down to Re-Sell WhatsApp, then check the Deploy directly box, then Pay NowThis will charge your Agency Card on file, located in your Company Billing TabLearn more about WhatsApp Agency SetupSubaccount Setup When setting up WhatsApp within a subaccount, you'll need a Facebook Meta business account and a WhatsApp Business profileFollow the prompts to link accounts and fill in business informationNote: You will need a Facebook Account and a Facebook Meta Business Account(Learn what a Meta Business Account is here.) We will also utilize a "WhatsApp Business Account" and a "WhatsApp Business Profile", if you do not have one, this is completely normal, the process outlined below will create one for you if you do not have one to selectWhatsApp Sending Limits Keep in mind the sending limit of 250 business-initiated conversations per rolling 24 hours until Facebook Meta verification is completeAfter verification, the sending limit increases to 1,000From here, your limit will increase or decrease depending on your rating and sending habits as determined by Facebook Meta's policy and rating practicesLearn more here: WhatsApp Messaging Limits (Meta HelpDoc) WhatsApp Conversations Unless a customer sends you a message, you must utilize a Template to send a new message to a customerIn general, there are two ways to open a WhatsApp conversation (1) when a customer messages you or (2) when you message a template to a customerTypes of WhatsApp Conversations Business-Initiated: Messages sent by businesses to customers using a templateThere are four categories of templates and the templates are created and reviewed by Facebook Meta before they can be usedYou can only send templates to customers until they respond, if they do not respond, you can only send templatesCustomer-Initiated: Messages initiated by the customers sending a message to the businessWhen a customer messages you, it opens up a 24-hour window where you can send any template or free-form message to themFree Entry Conversations: Initiated when customers interact with a WhatsApp Ad or a Facebook Business Page WhatsApp Action Button, allowing for a 72-hour window for businesses to respondThe business must respond within 24 hours of customer free point entry, after the business responds, the 72-hour timer beginsConversation (Template) Categories When opening a new Business-initiated conversation, you must utilize a TemplateFirst, you create a WhatsApp template in HighLevelThe template will be reviewed and approved (or denied) by Facebook MetaBelow we will review the types of template categoriesMarketing — Enables you to achieve a wide range of goals, from generating awareness to driving sales and retargeting customersExamples include new product, service, or feature announcements, targeted promotions/offers, and cart abandonment remindersUtility — Enables you to follow-up on user actions or requestsExamples include opt-in confirmation, order/delivery management (e.g., delivery update); account updates or alerts (e.g., payment reminder); or feedback surveysAuthentication (To be Released) — This enables you to authenticate users with one-time passcodes, potentially at multiple steps in the login process (e.g., account verification, account recovery, integrity challenges)Service (To be Released) — Enables you to resolve customer inquiriesLearn more about Template Categorization GuidelinesLearn how to create a WhatsApp TemplateOpening a New Conversation Unless a customer sends you a message, you must utilize a Template to send a new message to a customerUntil a customer responds, you can only send approved templates to customersFor example, in HighLevel, unless the customer sends you a message within 24 hours, you will see a prompt to send a templateYou can only send templates until the customer respondsConversations are opened when you send a template message or free-form message under the following conditions[Business-Initiated] Marketing, Utility, and Authentication Conversations Marketing, utility, and authentication conversations are opened when you send an approved marketing, utility, or authentication template message to a customer and no open conversation with that category exists between you and that customerFor example, if an open authentication conversation exists between you and a customer and you send them another authentication template message within 24 hours, a new conversation is not openedIf you send them a marketing message, however, a new marketing conversation is opened, resulting in two open conversations[Business-Initiated] Service Conversations Service conversations are opened when you are within a customer service window, you send a free-form message to a customer, and no open conversation of any category exists between you and the customerFor example, if an open conversation of any category exists between you and a customer and you send them a free-form message within 24 hours, no new conversation is openedHowever, if no open conversation exists and the customer messages you (which starts a customer service window) and you reply within 24 hours with a free-form message, a new service conversation is opened[Customer-Initiated] Customer Service Windows When a customer messages you, a 24-hour timer called a customer service window startsIf you are within the window, you can send free-form messages or template messagesIf you are outside the window, you can only send template messagesMultiple Conversations It is possible to have multiple open conversations between you and a customerThis can happen in the following situations: An open marketing, utility, or authentication conversation exists between you and a customer and you send them a template message of a different category within 24 hoursAn open service conversation exists between you and a customer and you send them a template message within 24 hoursDuration of Conversations Marketing, utility, authentication, and service conversations last 24 hours unless closed by a newly opened free-entry point conversationFree-entry point conversations last 72 hoursWhatsApp Pricing Unlike SMS, WhatsApp charges per conversationOnly business-initiated conversations are chargedThe charge varies depending on the Template Category and countryAll Customer-initiated or Free point conversations are free and are not chargedYou must have a WhatsApp Subscription on the Sub-Account as well, which is charged the HighLevel Price of $10/mo[WhatsApp Sub-Account Subscription]: $10/mo [New Business-Initiated Conversation]: The amount charged is based on the template category used and the recipient's country[Customer-initiated Conversation]: No charge [Free Entry Point Pricing]: No charge Template Pricing (New Business-Initiated Conversations) Market Currency Marketing Utility Authentication Service Argentina $US 0.0618 0.0408 0.0367 0.0316 Brazil $US 0.0625 0.035 0.0315 0.03 Chile $US 0.0889 0.0586 0.0527 0.0454 Colombia $US 0.0125 0.0085 0.0077 0.006 Egypt $US 0.1073 0.0687 0.0618 0.0644 France $US 0.1432 0.0768 0.0691 0.0859 Germany $US 0.1365 0.0853 0.0768 0.0819 India $US 0.0099 0.0042 0.0038 0.004 Indonesia $US 0.0411 0.02 0.03 0.019 Israel $US 0.0353 0.0188 0.0169 0.018 Italy $US 0.0691 0.042 0.0378 0.0386 Malaysia $US 0.086 0.02 0.018 0.022 Mexico $US 0.0436 0.0266 0.0239 0.0105 Netherlands $US 0.1597 0.08 0.072 0.0891 Nigeria $US 0.0516 0.0319 0.0287 0.031 Pakistan $US 0.0473 0.0253 0.0228 0.0142 Peru $US 0.0703 0.0419 0.0377 0.0179 Russia $US 0.0802 0.0477 0.0429 0.0398 Saudi Arabia $US 0.0406 0.0252 0.0226 0.0195 South Africa $US 0.0379 0.02 0.018 0.0168 Spain $US 0.0615 0.038 0.0342 0.0369 Turkey $US 0.0109 0.0093 0.0083 0.003 United Arab Emirates $US 0.034 0.0198 0.0178 0.019 United Kingdom $US 0.0705 0.0398 0.0358 0.0388 North America $US 0.025 0.015 0.0135 0.0088 Other $US 0.086 0.0619 0.0557 0.025 Pricing is subject to change from time to time as per Meta’s policyConclusion WhatsApp, when integrated with High Level, offers powerful tools for efficient communication and automation in your business workflowsExplore the possibilities today and enhance your business's messaging capabilities! FAQs If a contact sends me a WhatsApp Message, and then an SMS message, can I reply on both? Yes, you will select the option you want to reply toAlso, we have color-coated and labeled all inbound messages by channelWhatsApp is a Channel and SMS and a ChannelThe only part is you will need to select the correct channel when replyingCan I use an Existing WhatsApp Number? Yes, but there are restrictionsTo utilize HighLevel (or any application-to-person system like it) you have to utilize a WhatsApp business accountYou cannot use an existing WhatsApp number if it belongs to another WhatsApp accountThis includes your personal WhatsApp NumberTo change this, you need to release the number from an existing WhatsApp accountThen it can be added to an existing WhatsApp AccountLearn how to remove from an existing account here: Troubleshoot connecting your WhatsApp phone number to your business's Facebook Page How to delete a phone number from the WhatsApp Business Platform Note: During the signup process at the Sub-Account Level, if you have an existing WhatsApp Business Account, you will be able to select it </s>
<s>[INST] How to connect iCloud with Highlevel? [/INST] In this Article Step 1: Obtain your unique app-specific password from Apple Step 2: Integrate iCloud with Highlevel Calendar Step 3: Configure Primary Calendar and Check for Conflicts Related Article iCloud Integration with Highlevel Connecting your iCloud Calendar with Highlevel Step 1: Obtain your unique app-specific password from Apple Before integrating your iCloud calendar with Highlevel Calendar, you'll need to obtain your app-specific password from AppleThis unique password is distinct from your regular Apple account passwordApple mandates the use of an app-specific password, in addition to enabling two-factor authentication, when connecting to third-party applications like Highlevel CalendarTo obtain your app-specific password, follow these steps: Sign in to https://appleid.apple.com/Enable two-factor authentication under the Security section if you haven't already done soIn the App-Specific Passwords section, choose 'Generate Password.' Enter a label for the password (for instance, "Highlevel Calendar") and click 'Create.' Copy the generated app-specific password for use in connecting your iCloud calendar with Highlevel CalendarStep 2: Integrate iCloud with Highlevel Calendar Click on the Settings button from the left navigation panel Select My Profile and go to Integrations You should see the option with iCloud Calendar > Click on Connect You will be asked to enter your iCloud Email Address and your app-specific password which you created in Step 1 Your iCloud is Connected Step 3: Configure Primary Calendar and Check for Conflicts What is Primary Calendar and how is it different from Check for conflicts? A Primary Calendar is where your appointments booked in the Highlevel application are displayedAdditionally, it also syncs all the events from your iCloud calendar into the Highlevel calendarIf you have other calendars that you want to compare against to avoid double bookings, you can add multiple calendars in the Check for conflicts featureThe events from these calendars will also appear in the Highlevel calendarWhen checking for availability, the Highlevel calendar will also take into account events from these calendarsTo setup Primary Calendar where you want the Highlevel appointments to be pushed: Go to My Profile Click on Calendar Configuration Click on Edit under Primary Calendar Select the account from the list of accountsPlease remember the list would only show those accounts which are integrated with Highlevel application Save and you are all set with your Primary Calendar For adding for calendars to Check for Conflicts: Go to My Profile Click on Calendar Configuration Click on Edit under Check for Conflicts Select the account from the list of accountsPlease remember the list would only show those accounts which are integrated with Highlevel application Save to enable check for conflicts for the selected accounts Thus, in calendar configuration you have 2 segments: Primary Calendar : It reads all the calendar events from iCloud and it writes all the appointments to iCloudCheck for conflicts : It only reads calendar events from iCloudImportant Information specifically for iCloud Integration Contact creation from iCloud events to GHL is not supportedWhich also means that all the events coming in from iCloud would be treated as Blocked Slots and not appointmentsIf a Blocked Slot is created in the GHL calendar for a user, that woould not sync to the iCloud Calendar </s>
<s>[INST] Conversation AI Bot - Explained [/INST] The Conversation AI is an advanced feature that leverages AI technologies to enhance customer interactions with your businessThe Bot solves complex problems and provides safer, more accurate answers than any AI Chatbot on the marketThe 6 key pillars of the Conversation AI Bot are: Conversation AI Modes and settings Supported conversation channels Training the Bot Configuring Bot's Intent Testing the Bot (Bot Trial) Workflow X Conversation AI In This Article Conversation AI Modes and settings Supported conversation channels Training the Bot Configuring Bot's Intent Testing the Bot(Bot Trial) Workflow X Conversation AI Conversation AI Modes and settings The Conversation AI bot has 3 modes for your sub-account: OFF - This is the default mode where the conversation AI feature is inactiveBot training and bot trial are still active to train and test the bot before launching the bot Suggestive - The bot responses are available inside the message composer box for the sub-account user to send as is or edit before sendingAuto-pilot - The bot automatically responds to a contact on behalf of the businessSupported conversation channels The bot currently supports the following channels: SMS FB IG Web Chat (SMS Chat) Live Chat GBP (Google Business Profile) You can select which channels you'd like the bot to communicate through by going to "Settings" > "Conversation AI" and adding the channels via the "Supported Channels" dropdown: If there is a channel that you would like us to add, please add an idea to the ideas board here https://highlevel.canny.io/conversation-ai Training the Bot There are 2 ways to train your bot in the "Bot Training" section of the Conversation AI settings page in your sub-account settings: Through web URLs and public links Adding Question and Answer pairs Note: Bot training is free of cost Configuring Bot's Intent Currently, there are 2 intents supported by the bot: General Support or Q/A - Provides information to the contact's queries based on the training information Appointment Booking - Ask a few questions (customizable) and then book an appointment on the calendarNote: If an appointment for a contact is already booked ie in the Active/Confirmer state, the intent will dynamically switch to General support for that contact till the appointment is either completed or cancelled Testing the Bot (Bot Trial) The Conversation AI bot is FREE to test in the "Bot Trial" tab of your Conversation AI Sub-account settings pageThe intent to test can be selected from the dropdown and the bot will respond to you the same way it will respond to a contact Feedback can be provided by using the "Thumbs Up and Down" under each bot's response to fine-tune and add FaQs to be trained Workflow X Conversation AI Utilize the power of your bot training within workflows by using the Conversation AI Action following: Customization your entire prompt Conditional movement of the contact within the workflow Ask specific questions and create branches based on the contact's reply </s>
<s>[INST] Online Listing Overview & Setup Doc [/INST] Reselling Online Listing on the agency, and sub-account level Yext offers a community and platform for users to learn all the different ways to sell, maintain and leverage yext to be successfulCheck out Yext’s hitchhikers Course to start making great search experiences for your customersCovered in this article: Why was this feature built? How do I set up my Default Offer for all my locations? How do I set up a Specific Offer for a client (Markup) In-app Reselling: How does my Client discover Online Listings? How does my client purchase my Online Listing Offer? How does the billing work? Understanding the HighLevel invoice Best Practices Troubleshooting My listings are not liveI see an In-review message My listings are not liveI see a Cancelled message on the screen My listings look wrong / my listings are waiting on customer / my listings are waiting on partner / all my listings are still processing My client submitted the wrong data in the listing formHow do I fix it now? How do I connect my Client's Social Media to their Online Listing? How can my Clients connect their GMB Page and Facebook account? How can I cancel Yext for a sub-account? How do I see which locations signed up for my Yext Offer? Why was this feature built? Online Listings by Yext is an incredibly powerful SEO tool that creates backlinks and ensures your client's Vital business info (address, operation hours, phone numbers, etc) is consistent across 70+ of the world's most reputable websitesYext is a great complimentary service that can be deployed alongside your services and can be resold through HighLevel with a markup price of your choosing..cha chinggg! Currently, if you wish to purchase Yext Premium directly from Yext it will cost $999/year with an annual commitment - https://www.yext.com/pl/powerlistings/plans.htmlThe HighLevel team negotiated to get an absolute rock bottom price with minimal commitmentThe cost for agencies is $30/month with a 3-month minimum commitmentIf you're looking for a quick way to drive more organic inbound messages, combine Yext's online listings with our Google My Business chat widgetThis is something that's quick to set up and all businesses can benefit fromBenefit Recap for Online Listings: 1Lowest possible pricing for Yext - Locked in at $30/month 2Lowest possible commitment period - 3-month minimum commitment 3In-app resell capabilities - Markup based on location and or all locations 4Boost in SEO - Creates backlinks and ensures your client's Vital business info is consistent across 70+ of the world's most reputable websites 5Value Added Services - Yext is a great complimentary service that can be deployed alongside your servicesHow do I set up my Default Offer for all my locations? 1Head over to Agency View -> Reselling in the left menu and you will see Yext as an optionNote: Make sure to connect your Agency's Stripe accountIf you haven't connected it yet, the system will prompt you to do soYext is only available in the USA as of nowYou can change your Agency's country hereYou can change your client's country hereHow do I set up a Specific Offer for a client (Markup) If you have a client that you wish to offer Online Listings to other than your default offer price, please head over to: 1Agency View -> list of accounts -> search for the client -> view details link 2Scroll down to the Reselling Settings area Once you're on the client details screen configure a different price for this specific clientIn-app Reselling: How does my Client discover Online Listings? Your clients can discover and enroll in Online Listings in three ways: 1A one-time notification bar 2Within the "Reputation" tab 3Within the "LaunchPad" tab Apart from the three ways mentioned above, many successful agencies do marketing campaigns & email promotions to sell more Online Listings to their client base1One-time notification bar Note: Once a user rejects the top banner notification we do not show it again to themYour clients can still discover Online Listings via the two other methods provided below2Within the Reputation tab By going to Reputation -> Online Listings ->Clicking on the "Get Started" button 3Within the "LaunchPad" tab When the user clicks on the "connect" button they will be redirected to the screen above How does my client purchase my Online Listing Offer? 1Once your clients click on the offer they will be taken to the area shown in the image belowThey will then need to click on the "Get Started" button to proceed 2Upon clicking the "Get Started" button your client will be taken to the checkout pageThey will need to enter their card details as shown belowNote: If your client's location is in SaaS Mode, the card details will auto populate the card fields 3After clicking on the "Confirm" button the payment is processedUpon payment, your client will be redirected to the area below where they can fill out a short form to get their listings started4Upon form completion, it will take around 15 seconds or less to create the listings To get to the Online Listing Dashboard your client will need to click on: Location View -> Reputation -> Online Listings Note: Some listings might take up to 24 hours to sync and go live How do I purchase Online Listing for my client? If order to purchase online listings on behalf of your client you will need to purchase this through your agency dashboard How does the billing work? The Online Listing Reselling feature created 2 subscriptions in the background A subscription for $X /mo in your Agency Stripe account so you can collect payments from your client each month [$X depends upon the price that you have set] A subscription for $30 /mo in HighLevel so you can pay HighLevel The $[X-30] is your profit each month which means additional recurring revenueUnderstanding the HighLevel invoice As your agency makes sales on different days during your billing period, your charges will get pro-rated on the next billing cycleWe do pro-rated billing to ensure you receive a single invoice in the same billing period, even though the sales are made on different days within the monthEach invoice adjusts for the sales made in the previous billing cycle + prepay for the next billing cycleAn example invoice Best Practices There are some best practices to make sure you and your clients derive maximum value from Online ListingsPlease login to Yext as mentioned in Q4 belowOnce you are logged in, go to "Home" and check out the "Optimize Your Account" cardAs long as you complete all relevant steps for each of your client's profiles, you will be able to utilize Online Listings to it's fullest potentialTroubleshooting In some rare cases, the Online Listings might not work as expectedA few possible scenarios are covered below My listings are not liveI see an In-review message This happens when Yext has found a duplicate listing for the same address, phone number, or email IDIf you see an "in-review" message like the following then your client needs to write to locationconflict@yext.com to claim their listingYext just needs a confirmation from the end business that they have discontinued the service from their previous provider and wants to be serviced by youNote: If this does not go in your favor, you and your clients will be refundedIn the event you would still like to leverage Online Listings, it is best discuss with your client how to get the old listing removed and move to the new one (you)My listings are not liveI see a Cancelled message on the screen This happens when Yext has confirmed that your client is in a contract with their previous provider and Yext can not move the listing from the old provider to the new one because of legal reasonsIn all such cases please try reaching out to locationconflict@yext.com and try all possible solutionsIf this doesn't go in your favor you can reach out to our support team and we will process a refund for youMy listings look wrong / my listings are waiting on customer / my listings are waiting on partner / all my listings are still processing In all such cases, the common reason is that you have a mistake in the form data that you or your client had submittedThe error could be in: Address field PIN Code is written in the address line field PO Box used instead of a real address Only Street Address used (Suite number, shop number missing) Business Name is improper The phone number is not valid email ID is not a valid email As agency users, you can easily fix this issue by logging into the Yext account and fixing any errorsMy client submitted the wrong data in the listing formHow do I fix it now? Agency users can log in to Yext to manage Yext listingsFor this example, the location had filled a PO Box address and used an invalid email ID in their listing formThat's why all listings are stuck in processing and have not become live yet1Go to the location view -> Reputation -> Online Listings and click on the "Manage Listing" button on the top rightNote: That the button circled in red is visible only to Agency UsersYour clients can not see this button2Once you click on the "Manage Listing" button you will see a pop-up with your username & passwordCopy the password and click on the "Go To Yext Login" button 3The Yext login page would open in a new tabPlease enter the username & password to log in to Yext4Once you log in to Yext go to Knowledge Graph -> Entities -> Select the correct Entity5Now, in this case, we will fix the wrong address & email ID by modifying those fields and by hitting save Once the corrections are made, all listings will be resynced and you will see that in a few hours all listings will become liveHow do I connect my Client's Social Media to their Online Listing? Connecting Facebook, Instagram & Twitter is fairly easyLogin to Yext as mentioned above, and click on Social Media in the left menuYou will see fields to add the FB page URL, Instagram handle, and Twitter handle to the Online ListingsHow can my Clients connect their GMB Page and Facebook account? To connect your client's FB & GMB page to their Online Listing, you need to be added as an admin to their GMB & FB pagesPlease ask your client to add you as an admin user on both platformsOnce you are added as an admin user, please log in to Yext as shown above and go to "Home" in the top navOn the "Optimize Your Account" card you will see options to connect the FB & GMB pagesNote: You will only be able to connect GMB & FB accounts if you have admin accessMake sure your clients add you as an admin userHow can I cancel Yext for a sub-account? To begin a Yext Cancellation Request, you must fill out the following form: https://www.gohighlevel.com/yext-cancel-request-formOnce submitted, our Yext Online Listings Team will work to respond to your request within two business days or lessHow do I see which locations signed up for my Yext Offer? Head over to Agency view -> Agency Settings -> Click on Billing </s>
<s>[INST] Searching for Opportunities [/INST] GoHighLevel offers powerful search capabilities that enable users to locate specific opportunities with ease, saving time and streamlining workflow. In this comprehensive guide, we'll walk you through the process of searching for opportunities in GoHighLevel. In this Article Step 1: Accessing the Opportunities Section Step 2: Understanding the Search Bar Step 3: Conducting a Basic Search Step 1: Accessing the Opportunities Section Log in to your GoHighLevel account and open your sub-account. Navigate to the "Opportunities" section from the sidebar menu. Step 2: Understanding the Search Bar Once you're in the Opportunities section, locate the search bar at the top of the page. The search bar allows you to enter keywords, phrases, or criteria to find specific opportunities that match your search query. You can search for Opportunity names, Phone, Email, Company, Tags and Contact name. Step 3: Conducting a Basic Search To perform a basic search, enter relevant keywords or phrases related to the opportunity you're looking for into the search bar. As you type, GoHighLevel will dynamically filter the list of opportunities to display matches that meet your search criteria in real-time. Search works only after typing a minimum of 3 characters in the search box. Search does not look for words from the middle of the word. e.g. for the term "Opportunity details", 'Oppor' will return the searched for term but 'tunity' would not. Other Relevant Links Editing Opportunities Filtering Opportunities Sorting Opportunities: TBA </s>
<s>[INST] Facebook / Instagram - Interactive Messenger [/INST] TABLE OF CONTENTS What are the new Actions? 1The Action 2Reply Type 3Template & Message 4Attachment 5Add Buttons 6Button Types 7Add Buttons 8Default Wait Time 9Default Branch 10Important points to be noted What are the new Actions? There are 2 new actions in the "Communications" categoryFacebook Interactive Messanger Instagram Interactive Messenger 1The Action On selecting any of the above mentioned actions the sidebar will open where you can capture all the relevant details2Reply Type First thing to do here is to select the "Reply Type"You have 2 options to select from, Reply to DM and Reply to comment via DM Reply to DM - This is to be selected when you want to send an outbound message to the customer based on a direct message received from the customerReply to comment via DM - This is to be selected when you want to send an outbound message based on the comment made by the customerIf you want to use multiple actions in the same workflow remember that first action will be a "Reply to comment via DM" and subsequent actions will be "Reply to DM"3Template & Message After selecting the reply type we have to configure the message that needs to be sentYou can select from pre existing templates or even right your own message4Attachment User also have the ability to attach filesClick on "Add attachment" and select an attachment from your drive or enter the URL to add the files5Add Buttons You can also add buttons with your messagesNow what are buttons, buttons are a great way to communicate with your customers and gives you the functionality to perform actions based on the button selection, share your number or share the website linkClick on "Add Button" to add the buttons, you can add upto 3 buttons6Button Types There are 3 types of buttons to select from - aOpen website - Add a URL to this buttonEnter the link here and user will go to that link when button is clickedbCall Number - You can enter the number here and user can call on that using this buttoncPerform Actions - This button can be used to further progress the conversation with the customerYou can add actions after this button to continue the flow7Add Buttons The first thing to be added in a button is the Button NameNext is the selection from the 3 button types and last is entering the phone number or URL for Call or Website button respectively8Default Wait Time This is a mandatory stepBy default a wait time for 1 minute is added and it will be editableAfter the given time has passed the contact will go to the "Default Branch" 9Default Branch A default branch will be available for the action all the timeIf no reply is received from the customer or the "Call" action button is selected the contact will move to this branch10Important points to be noted Upto 3 buttons can be added in the Interactive Messenger actionNo further actions can be added after the "Call" buttonAfter the call button the contact will directly move to the Default BranchBy default a wait of 1 minute is added which is editableIf no button is selected, contact will go to the "Default Timeout" branchIf Reply to DM is selected, the system will check if there is any conversation that happened within the last 24 hrs and if yes then it’ll send a message else it’ll fail to sendIf you want to use multiple actions in the same workflow remember that first action will be a "Reply to comment via DM" and subsequent actions will be "Reply to DM"If Reply to comment via DM type is selected, the message will send even if there is no reply from the customer's end </s>
<s>[INST] How To Use Stripe One Time Charge In Workflows [/INST] </s>
<s>[INST] How to Configure the Workflow AI Action? [/INST] Welcome to Workflow AI Action, the tool that simplifies your business operationsIt's built on advanced AI, handling complex tasks swiftly and efficientlySay goodbye to tedious manual processes and hello to a whole new era of streamlined workflows with Workflow AI ActionClick here to learn how to enable it for your clientsCovered in this Article: What is Workflow AI? Usage Cases in Symphony with other Workflow Actions and triggers: How to set up Workflow AI-Chat GPT? Prompt: Temperature: Output Sample Prompts FAQs Can I customize the behavior and responses of the Workflow AI Action? Are there any limitations or considerations when using the Workflow AI Action? Can I use other Workflow actions and Triggers with the Workflow AI Action? What is Workflow AI? Workflow AI is a revolutionary workflow action that harnesses the power of artificial intelligence to enhance your business automation strategiesIt integrates seamlessly with your CRM, responding intelligently to various triggers and actions to streamline your workflowsUtilizing advanced AI like GPT-4, this action generates dynamic and contextually aware responses, enriching your communication processesIt interoperates with various platforms, from social media to e-commerce and learning management systems, enabling diverse applicationsWorkflow AI also supports intricate data formatting and computations, further ensuring precision and efficiency in your operationsAs a workflow action, Workflow AI empowers your business to be more proactive, responsive, and adaptableUsage Cases in Symphony with other Workflow Actions and triggers: Public Figures' Social Media Auto-responder: Use Inbound Webhooks from supported social media platforms to trigger a Workflow AI responseThe response can be a general appreciation message for every new follower or a direct messageAutomated Birthday Wishes: Trigger a 'Birthday Reminder' to activate Workflow AI, sending a standard birthday wish to email or SMS to contactsFitness Progress Updates: Once a 'Lesson Completed' trigger is activated in a fitness app, the workflow could send the user progress updates via SMS or emailE-commerce Abandoned Cart Recovery: Upon an 'Abandoned Checkout' trigger from Shopify, send a Workflow AI-generated reminder email or SMS about the abandoned cartsAutomated Webinar Follow-ups: Using the CRM's 'Appointment Status' trigger after a webinar, the workflow could send all attendees a follow-up email via Workflow AIReal Estate Opportunity Management: Upon the 'Opportunity Status Changed' trigger, automatically update Google Sheets with new data and send update emails to potential clientsCourse Completion Certificates: After 'Product Completed' is triggered in an online course, use Workflow AI to generate a congratulatory message and certificate to be sent to the course finisherAutomated Restaurant Reservation Confirmation: When 'Customer Booked Appointment' is triggered, the workflow could send a Workflow AI-generated confirmation message with booking detailsProduct Recommendations: After 'Order Placed' from Shopify, a preliminary step fetches relevant product data, which feeds into Workflow AI to generate product recommendations via email or SMSPost-Purchase Survey: Trigger 'Payment Received' to activate Workflow AI, sending customers a thank-you message and a post-purchase survey linkJob Application Auto-responder: Using the CRM's native forms for job applications, once a 'Form Submitted' trigger is activated, it could trigger a Workflow AI response, sending an acknowledgment to each applicantStudy Plans: Upon 'Lesson Started', trigger a workflow to create a study plan using Workflow AI and send it to the student via email or SMSFinancial Advice: After 'Payment Received' is triggered, use Workflow AI to generate financial advice based on payment history and send it via email or SMSCRM Event Follow-up: After the 'Order Submitted' trigger is activated, the workflow could send a follow-up email via Workflow AI, asking for feedback on the customer's shopping experienceAutomated E-commerce Product Reviews: After an 'Order Fulfilled' trigger from Shopify, use Workflow AI to email the customer requesting a product reviewTikTok Influencer Campaign Management: Upon 'TikTok Form Submitted', the workflow could automatically add the influencer to the Affiliate Manager and send them a welcome message via Workflow AIAutomated Event RSVPs: Use an 'Inbound Webhook' from an event registration form to trigger a Workflow AI response, sending an RSVP confirmation to each registrantFitness Goal Tracking: After a 'Task Reminder' trigger related to a workout schedule, use Workflow AI to send updates and motivation to the userClient Onboarding in SaaS Companies: Upon 'Membership New Signup', use Workflow AI to send a welcome message and onboarding instructions to the new userHotel Booking Confirmation: Upon the 'Customer Booked Appointment' trigger, the workflow could send a Workflow AI-generated confirmation message with hotel booking detailsHow to set up Workflow AI-Chat GPT? Create a workflow or use an existing workflowAfter adding an appropriate Workflow Trigger, Scroll to Actions and add the Workflow AI- Chat GPT Action: Prompt: Ask ChatGPT for anything to generate completions forE.g., Could you generate a response for a customer message? Dynamic prompts can be created by utilizing custom valuesYou can begin by trying the prompt already loaded into the examplesTemperature: Sampling temperature refers to the parameter used in generating AI text with varying levels of randomnessIt is set between the range of 0.1 and 1Higher values, such as 0.8, result in more diverse and random outputIn contrast, lower values, like 0.2, produce more focused and predictable responsesAdjusting the sampling temperature allows users to customize the level of creativity and control in the AI-generated contentOutput After setting up the ChatGPT, you can use the results in further actions in your Workflow{{chatgpt.1.response}} Sample Prompts 1Generate a response - Reply to customer message Prompt: Your name is {{user.name}}You are a helpful, creative, clever, and very friendly assistantGenerate a best response email to {{contact.name}} from {{user.name}} for the below message{{message.body}} 2Generate Email/SMS content - Dynamic content for emails/sms Prompt: Generate email content without subject to promote the product in this link YOUR_WEBSITE to {{contact.name}} from {{user.name}} 3Check Intent - To check whether the message has positive or negative intent with the power of Workflow AI and take actions accordingly Prompt: Just reply only with POSITIVE, if the below message has POSITIVE INTENT and negative if the message has NEGATIVE INTENT {{message.body}} 4Translate - Translate your default content to the contact's language Prompt: Translate the below content from English to DESIRED_LANGUAGE Hey {{contact.full_name}}, Thanks for reaching usLet us know how we can help you! FAQs Can I customize the behavior and responses of the Workflow AI Action? Absolutely! You can configure the Workflow AI Action by setting the desired temperature, which controls the randomness of the generated responsesHigher temperatures produce more creative but less predictable responses, while lower temperatures produce more focused and deterministic outputsAre there any limitations or considerations when using the Workflow AI Action? While the Workflow AI Action offers powerful capabilities, it's important to note that it relies on the underlying ChatGPT modelThe responses generated by the AI may not always be perfect, and it's recommended to review and validate the output before sending it to customersAdditionally, extensive testing and monitoring are crucial to ensure the quality and accuracy of the generated responsesCan I use other Workflow actions and Triggers with the Workflow AI Action? Absolutely! The Workflow AI Action can seamlessly integrate with other Workflow actions and Triggers to enhance the capabilities of your workflowsHere are some examples: Custom Lead Qualification: Trigger: Inbound Webhook with lead dataAction: Engage with the lead using ChatGPT within the Workflow AI ActionBased on the conversation, use other Workflow actions to qualify the lead and trigger appropriate actions, such as assigning a sales representative or updating the lead statusIntelligent Customer Support: Trigger: Customer Replied or Inbound Webhook with support ticket dataAction: Utilize ChatGPT within the Workflow AI Action to understand the customer's query or issueI'd like you to combine it with other Workflow actions to generate a well-informed and personalized responseAdditional actions can include updating the ticket status, assigning it to a support agent, or sending a response via emailDynamic Content Generation: Trigger: Inbound Webhook with a dynamic content requestAction: Generate dynamic content using ChatGPT within the Workflow AI ActionI'd like you to combine it with other Workflow actions to process the generated content, make modifications or validations, and deliver it through the desired communication channelContextual Sales Recommendations: Trigger: Contact Changed or Inbound Webhook with contact dataAction: Analyze the contact's profile and previous interactions using ChatGPT within the Workflow AI ActionBased on this analysis, use other Workflow actions to generate personalized sales recommendationsThese recommendations can be sent via email, SMS, or integrated with a CRM dashboard for the sales teamAutomated Event Registrations: Trigger: Inbound Webhook with event registration dataAction: Confirm event registrations and provide additional details using ChatGPT within the Workflow AI ActionCombine it with other Workflow actions to process registration data, update attendee lists, and send personalized event reminders or follow-up messages based on the ChatGPT-generated contentBy combining the power of the Workflow AI Action with other Workflow actions and Triggers, you can create intelligent and dynamic workflows that automate processes, personalize interactions, and streamline your business operations </s>
<s>[INST] Industry Playbook - Legal Practice [/INST] The roadmap for growing a local Legal Practice online is simple: capture new leads, conversationally convert those leads into clients, and turn those clients into positive reviews. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Legal Practice’s website. Integrate the Legal Practice’s Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Legal 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 Legal Practice often sends to people. Activate Conversation AI so the Legal Practice has a fully trained, always-on assistant to conversationally convert leads into bookings. Turn Leads into Clients Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay. Turn Clients into Positive Reviews Configure Email & SMS Review Request Templates so the Legal Practice can quickly & easily request reviews with the tap of a button. Turn Clients into Advocates Configure Newsletter Email Template so the Legal Practice can easily send out news, updates, and promotions to their contacts to keep them informed and motivated to recommend the practice to friends & family. </s>
<s>[INST] Maximizing Customer Engagement with Reviews AI: A Guide to Suggestive and Auto-Pilot Modes [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=neI9odu-m6s https://www.youtube.com/watch?v=Q3MFkj2nBdc Enhancing your online reputation and building trust with customers is now easier than ever with our Reviews AI featureWhether you want to make your Google and Facebook review management more efficient or automate your review responses, our feature offers two distinct modes: Suggestive and Auto-PilotIn this guide, we'll walk you through how to make the most of these modes and explain the pricing structureTABLE OF CONTENTS How to enable Reviews AI for all your sub-accounts: How to enable Reviews AI for selective sub-accounts: Getting Started with Reviews AI a) Suggestive Mode: Crafting Authentic Responses b) Auto-Pilot Mode: Streamlining Your Review Management Pricing Structure Best Practices for Reviews AI: Re-billing the costs to your clients and making a profit: How to turn on re-billing for my clients? How does re-billing work? - Agencies on Any Plan can access Reviews AI- Agencies can enable Reviews AI for all Locations in the Company Settings Page - Reviews AI is follows pay-per-usage pricing and one review AI costs 0.08$ per response - There are three free trials in the suggestive mode after the first useEvery reviews sent via Auto-response mode will be charged 0.08$/review response How to enable Reviews AI for all your sub-accounts: For all the existing Agencies, Reviews AI is turned offThey will require to enable it at Agency level on ‘Company’ pageOnce turned on All the sub account will have Reviews AI option at Reputation settings pageHow to enable Reviews AI for selective sub-accounts: The Agencies can enable/disable Reviews AI for specific sub-accounts by navigating to Settings -> Reviews AI Getting Started with Reviews AI Accessing Reviews AI: To get started, log in to your account and navigate to Reputation tabThe Reviews AI feature is available on the Reviews Sectiona) Suggestive Mode: Crafting Authentic Responses Suggestive Mode helps you compose personalised and genuine review responsesIt provides suggestions based on the review content, making it easier to engage with your customers authenticallyIn suggestive Mode users have to select the AI Reply button, and the Reviews AI will generate unique review responsesNote: You can regenerate the review responsesEach regeneration will cost 0.08$ after the first three free trials are consumedb) Auto-Pilot Mode: Streamlining Your Review Management Auto-Pilot Mode is designed for efficiencyIt allows you to automate the review response process, saving you time while maintaining a professional and personalised touchWith Auto-Pilot Mode, you have the power to: Customise automated responses based on star ratingsDefine the wait time before sending each responseAdd a personal touch with review response footers, including thank-you notes or your business nameTailor auto responses for specific sources, such as Facebook and GooglePricing Structure Our pricing structure is designed to offer flexibility and affordability: 3 free Responses in suggestive mode: Delight in the capabilities of Reviews AI with your first response being the only chargeable oneAfter that, enjoy three responses on the houseSubsequent Responses: Pricing at a Glance: Starting from the 5th response, all additional responses are charged at a competitive rate of 0.08 cents per responseAll Responses via Automated Response Mode: Enjoy the same affordable rate of 0.08 cents per response for all automated responsesManaging Your Billing: Keep track of your usage and manage your billing conveniently through your account settingsBest Practices for Reviews AI: Tailoring Responses to Your Brand: Customise suggested responses to align with your brand's tone and personalityMonitoring and Customising Auto-Pilot Responses: Regularly review and adjust Auto-Pilot responses to ensure they reflect your brand's values and standardsEngaging with Customers Beyond Reviews: While Reviews AI can handle responses efficiently, don't forget the importance of deeper customer engagement beyond review repliesRe-billing the costs to your clients and making a profit: Once you have enabled Reviews AI in your agency account, it will automatically enable all your clients to use itYou can bill your clients at cost or add an additional markup of your choosingHow to turn on re-billing for my clients? Ensure you have enabled Reviews AI for your Agency firstIf the sub-account isn't in SaaS Mode already, switch the sub-account into SaaS Mode by going into your Agency account > Accounts tab > Scroll to the sub-account > Click the three dots icon and select "Switch to SaaS." Please refer to this article to learn How to convert a location to SaaSIn Agency account > Accounts tab > Scroll to the Sub-Account > Click the View Details link > Scroll to the Reviews AI Re-Sell Settings section and toggle it onUse the slider to set the amount of markup you like to make and hit saveRinse and repeat for all your Sub-Accounts where you wish to re-bill for usageHow does re-billing work? Agencies pay HighLevel and get invoices with HighLevel branding Sub-accounts (your clients) pay you (the agency) and get invoices with your brandingThe money is deposited in your Stripe account connected to your agency levelHow do I connect my agency's Stripe account to collect payments from my clients? This is very similar to other products that use re-billing or reselling models in the platformJust like LC Phone or LC Email re-billing, re-billing of the Content AI also utilizes "credits" from the agency wallet & the location wallet, respectively </s>
<s>[INST] SaaS Mode - Full Setup Guide + FAQ [/INST] With HighLevel's SaaS mode, agencies can offer their clients a personalized and fully integrated experience using a platform that can be resold under their brandThe white labeling feature ensures that all traces of HighLevel branding are removed from the platform, providing agencies with a simple and cost-effective way to expand their services and generate more recurring revenueCovered in this Article What is SAAS? SaaS stands for "Software-as-a-Service." It is a delivery model for software applications where the software is hosted in the cloud and provided to users over the Internet on a subscription basisWith SaaS, users can access the software and its features through a web browser without installing or maintaining any software locally on their computer or deviceSaaS has become a popular model for software delivery as it offers benefits such as easy scalability, automatic updates, lower upfront costs, and greater accessibilityMany popular software solutions, including email marketing platforms, customer relationship management (CRM) systems, and project management tools, are provided as SaaS offeringsWhy use Highlevel's SaaS Mode? HighLevel's SaaS mode is an exceptional feature that enables agencies to utilize the software and rebrand it as their ownThis functionality empowers agencies to create a personalized version of the HighLevel platform for their clients while still benefiting from the robust features and functionalities of the original HighLevel platformMoreover, HighLevel's SaaS mode offers white labeling, which allows agencies to fully customize the software as their own, without any visible traces of HighLevel's brandingThis feature provides clients with a seamless and integrated experience, making it simpler for agencies to offer their servicesAdditionally, HighLevel's SaaS mode is effortless to set up, convenient, and cost-effective, making it an attractive option for agencies that want to expand their service offerings and generate more recurring revenueA Step-by-step Setup Guide to SaaS Mode Please Note: Stripe is the default payment processor for SaaS productsOther payments gateways are not currently supportedIf you would like to build your own custom SaaS plans using zapier please see - Creating Sub-Accounts using Zapier Agency Account Setup Step 1: Create an Agency Sub-Account - (Skip if you have already completed this step) Step 2: Activating Telephony System - (Skip if you have already completed this step) How do I migrate my agency and sub-account over to LC Phone? What is LC - Phone System? LC - Phone Pricing Structure LC - Phone System Trust Center All LC - Phone Help Docs Step 3: Setup White-labeled Login Domain - (Skip if you have already completed this step) White Label the Desktop App Step 4: Setup API Domain URL - (Skip if you have already completed this step) How to Brand System-Generated Links (API Domain) Step 5: Upload Logo & Activate Premium features - (Skip if you have already completed this step) Content AI How to enable and rebill LC Premium Triggers & Actions for Workflows How to Enable and Rebill Workflow AI? How does the Template Library work? Optimize Experience Features Step 6: Connect Stripe Account on the (Agency Level) - (Skip if you have already completed this step) Agency account > Plan Configurator Sign into your Stripe Account Log into your Agency HighLevel account in a new browser and go to Settings > PaymentsClick the "Connect To Your Stripe Account button, which will open up Stripe and prompt you to connectStep 7: SaaS Configurator Setup - Configuring Your Plans & Features Agency account > Plan Configurator Build your plans, set your pricing, select your trial, add Twilio credits, attach snapshots, and choose Twilio rebilling profitClick "Show Stripe Product Details" to copy the Stripe plan ID under each pricePlease Note: These plans are created in the Agency's Stripe and Must NOT be deleted from there, else we'll need to reset your SaaS ConfiguratorSub-Account Setup Step 8: General Business Settings - (Skip if you have already completed this step) Step 9: Website Domain Setup - (Skip if you have already completed this step) Step 10: Purchasing a Phone Number - (Skip if you have already completed this step) Step 11: Calendar Configuration - (Optional) In case you plan to conduct any in-person demos or intend to make use of the calendar feature, kindly go ahead and set it upOnce you have finished setting it up, when setting up your sales page (Step 14) you can add an additional booking page to your website/funnel for the calendar you have createdStep 12: Integrating Stripe on the Sub-Account Level (Where you will sell your SaaS) - (Skip if you have already completed this step) Step 14: Import SaaS Config Plans & Setting up your Sales Page Please Note: Please keep Sticky Contact disabled on your order form for SaaS Funnels, and enable the option 'New Contact on every purchase Please Note: Only Stripe works for SaaS products; PayPal will not workStep 3.1: Copy Stripe ID from SaaS Configurator Step 3.2: Head into your SaaS Selling Location > Payments tab Step 3.3: Click on "+ Import from Stripe" button Step 3.4: Paste Stripe ID from Step 1: You will see (agency plan) when selecting your price Step 3.5: Add Setup fee (optional) Step 3.6: Hit "Import Product & Price" Setting up your Funnel/ Website Step 3.7: After importing all prices for your SaaS Funnel, go to Sites > Funnels > Add a new funnel or website Step 3.8: Add your imported products to the sales page Step 3.9: Add 1-Step or 2-Step Order Form to the page Step 3.10: Go to Advanced settings for the order form Step 3.11: Disable 'Sticky Contact' Step 3.12: Enable 'New Contact On Every Purchase You're ready to go! Step 15: Workflow Setup to notify you of 'New Sign-ups' Step 16: Build A Notification Workflow & Testing Your SaaS Flow You'll most likely want to build a Workflow to notify yourself when a new SaaS Customer signs up so that you can kick off whatever onboarding you have planned and purchase a white-labeled DFY setupCreate a new WorkflowClick "Add New Workflow Trigger," search & select "Order Form Submission," add a filter for "In Funnel/Website," then specify the funnel that contains your sales pageTroubleshooting What happens when someone signs up? When a SaaS Subscription is sold (meaning someone signs up for one of your plans that was created via the SaaS Configurator via a 2-Step order form), the following occurs: A location/sub-account is created using the First & Last Name entered into the 2-Step Order Form as the Location Name A User is created using the First Name, Last Name, and Email entered into the 2-Step Order Form, and a password is generatedLocation permissions are applied to the sub-account based on the feature set of the purchased plan in the SaaS ConfiguratorSaaS Mode is enabled for the sub-account Twilio Rebilling is enabled for the sub-account according to the Rebilling settings in the SaaS ConfiguratorAn email is sent from your default Mailgun sending subdomain to the user that was created containing the username & password (if you don't have your own Mailgun configured, the Email is sent from replies.leadconnectorhq.com) Can clients control their rebilling settings? Yes, clients can view their current credit balance and all usage/charges and configure their re-charge settings by going to Settings > Company BillingCan I sell SaaS Mode in a different currency? Yes, you need to create your SaaS plans like usual, go into Stripe, edit the Product price, change the currency, then manually edit the Product settings in your funnel/website sales pageand Please Note: This edit cannot be made after the product has an active subscriptionThe Twilio rebilling will still function in US dollarsWhy is my subaccount not created when purchasing on the SaaS funnel? SaaS subaccount will not be created in the following cases: The price purchased is not a SaaS price (the price must be located inside the SaaS product made in Stripe) Purchase is in Test mode Purchase is not in Stripe (using PayPal instead) The Email used for purchase already has an account associated with it (use a different email for purchasing a new subaccount) Can I use SaaS Mode just for Twilio Rebilling (no plans)? Yes, you can manually activate SaaS Mode for any existing sub-account by going to your Agency Account > Sub-Accounts tab, scrolling to the sub-account, clicking the three-dot icon to the right of the sub-account, and selecting "Switch To SaaS." What about Tax? If you have customers who have already purchased, log into Stripe and go to Products > Tax Rates, where you can add Tax ("inclusive" means your agency will cover the Tax - "exclusive" means the Customer will pay Tax on top of the plan price)After you create the Tax rate, copy the Tax Rate ID, go to the Customer> edit subscription, Add Tax, and select the rate you made(Use Stripe Checkout Pages) For new customers moving forward, you can dynamically calculate and apply accurate taxes in real-time by using a third-party Stripe integration, which you can find here: https://stripe.com/partners/apps-and-extensions/tax-calculation How can I add my products/services to SaaS Products? Your customers only ever see what's on the sales page, so add the corresponding sales copy to your sales page, include whatever is needed for the product/service in your snapshot, and configure your priceHow can I change the price of SaaS Mode for a specific client? Log into Stripe, find the Customer, and edit their subscriptionCan I change the permissions of an existing SaaS Mode sub-account? Yes, to do so: Go to your Agency Account > Sub-Accounts tab Click the "Manage Client" link on the right side of the sub-account/location you want to adjust permissions for Scroll to the "Enable/Disable Products" section to toggle on/off features </s>
<s>[INST] How to find hidden or broken elements in email? [/INST] How to view hidden or broken elements? Sometimes users might reduce the height\width of some elements or reduce padding to such a degree that the element becomes too small or big and can't be clicked on. Manage Template: You will see a burger menu at bottom of the Content tab of the email builder, as shown below. Continue click on that menu, it will open a Layer section. Click on the plus icon [+] to view all child elements within that section. When you hover over an element of the email builder, it will automatically scroll to that element. Ex: If I reduce the height of the top image up to 1O px it will not be visible in the email builder To get to that hidden image in Manage Template Menu, hover over the first image in the first section. </s>
<s>[INST] Workflow Trigger - Payment received [/INST] The Payment Received trigger is designed to act as a centralized mechanism for capturing all incoming payments across the CRM, including one-time purchases, subscription charges, invoices, and moreIt can be customized with filters, such as source type and transaction status, to target specific use casesThis trigger helps businesses automate tasks, streamline processes, and efficiently respond to real-time customer transactionsCovered in this Article: What is the Payment Received Workflow Trigger, and what does it do? What are some excellent usage cases for this, along with their benefits? How to use the Payment Received Trigger? Workflow Trigger Filters for Payment Received Workflow Trigger If/Else Conditions for Payment Received Workflow Trigger Custom Values for Payment Received Workflow Trigger FAQs Will this trigger include subsequent subscription payments as well? How can I achieve the trigger for successful subsequent subscription transactions? What does the Customer present/first transaction mean and the Customer not present/subscription transaction? Will failed payments also be captured in this trigger? I have configured the trigger and selected a specific product in the filtersDoes this mean that the trigger will fire off when that product is sold anywhere? What is the sub-source filter? What is the Payment Received Workflow Trigger, and what does it do? The Payment Received trigger automates processes and actions based on incoming payments when used in a workflowIt can be configured to respond to specific payment events, such as successful or failed transactions or particular products and payment sourcesHere are some detailed functionalities and use cases: Workflow automation: The trigger initiates the Workflow whenever a payment is received, allowing for automated actions like sending confirmation emails, generating invoices, or updating customer records in a CRMCustomization with filters: Users can apply various filters to the trigger, such as transaction type, payment source, or productThis enables the creation of targeted workflows for specific scenarios, like subscription renewals, or failed paymentsReal-time response: The trigger operates in real-time, enabling businesses to respond quickly to customer transactionsThis can help improve customer satisfaction by providing immediate feedback or resolving issues promptlyConditional actions: By using if/else conditions in the Workflow, different actions can be executed depending on the payment characteristics, such as the amount, source, or transaction statusReporting and analytics: The trigger can capture payment data for analysis and reporting purposesBy monitoring incoming payments and their attributes, businesses can gain insights into sales performance, customer behavior, and potential areas for improvementWhat are some excellent usage cases for this, along with their benefits? The Payment Received trigger offers numerous usage cases and benefits, helping businesses automate processes, improve customer experience, and gain insights from payment dataSome common usage cases and their benefits include: Automated payment confirmation: Usage Case: Send customers automated confirmation emails or messages when Payment is processedBenefits: Enhances customer experience by providing instant payment confirmation, reduces manual tasks, and helps maintain clear communication with customersSubscription management: Usage Case: Automatically update subscription status in the system when a subscription payment is successful or failedBenefits: Ensures accurate and up-to-date subscription information, streamlines subscription management, and reduces manual interventionDunning management: Usage Case: Automatically trigger dunning email sequences for customers with failed subscription paymentsBenefits: Improves revenue recovery by addressing payment failures promptly, reduces churn, and enhances customer retentionCustomer segmentation: Usage Case: Use payment data to create customer segments based on purchasing behavior, such as high-value customers or frequent buyersBenefits: Enables targeted marketing campaigns, helps identify upsell or cross-sell opportunities, and facilitates personalized customer experiencesPayment failure resolution: Usage Case: Automatically notify customer support or sales teams to address and assist the Customer when a payment failure occursBenefits: Enhances customer support, improves customer satisfaction, and helps resolve payment issues quicklySales performance tracking: Usage Case: Monitor payment data to track sales performance and identify trends, such as best-selling products, seasonal fluctuations, or customer preferencesBenefits: Provides valuable insights for strategic decision-making, helps optimize sales strategies, and drives revenue growthIntegration with accounting systems: Usage Case: Automatically update accounting records with payment information using outbound webhooks, such as invoicing, revenue recognition, or tax calculationsBenefits: Ensures accurate financial reporting, streamlines accounting processes, and reduces manual data entryHandling trial period transactions: The Payment Received trigger effectively manages transactions involving trial periods for subscription products, such as a 14-day trialIn this example, when a customer signs up for the trial and pays $0 upfront, the trigger categorizes this as a customer present transaction since they are on-session and entering their payment informationAfter the 14-day trial ends, the customer is charged $100 automatically without entering their payment details againThis subsequent transaction is considered a customer not present transaction, as it occurs in the backgroundThe Payment Received trigger allows businesses to track and automate workflows around trial period transactions accuratelyBenefits: By efficiently handling trial period transactions, businesses can enhance customer experience, improve subscription management, and reduce manual intervention, increasing customer satisfaction and retentionIntegrating Text2Pay links: The Payment Received trigger supports Text2Pay links as a payment source, enabling businesses to automate workflows for payments received through text message-based methodsBy incorporating Text2Pay links in the trigger's configuration, businesses can effectively manage and respond to these transactions, improving the overall customer experience and streamlining payment processingBenefits: Utilizing Text2Pay links with the Payment Received trigger allows businesses to reach a wider audience, expedite payment processing, and simplify customer communication, ultimately leading to increased revenue and customer loyaltyHow to use the Payment Received Trigger? Inside a workflow, add a workflow trigger called Payment ReceivedPlease Note: Choosing a filter allows you to choose its respective Sub-filters the next time you add a filter to the same workflow triggerWorkflow Trigger Filters for Payment Received Workflow Trigger You can then make your Workflow trigger more specific using filtersHere is a table of all the available filters and sub-filtersTrigger Filter Options at Filter Level Sub-Filter Level 1 Options at Sub-Filter Level 1 Operators Payment Received Payment Source Invoice Sub-Source Text2Pay link is, is not One-time invoice Recurring template Funnel/ Website Sub-Source One-step order form Two-step order form Upsell Transaction type Customer present/first transaction Customer not present/subscription transaction Calendar Calendar Calendar names Global Product Global product Names Price Prices Names as per selected Global Product Payment status Success --- Failed If/Else Conditions for Payment Received Workflow Trigger Once you have added your desired set of Filters and Sub-Filters to your workflow trigger, you can add an If/Else Condition for Payment if you need to branch out the Workflow based on certain conditionsThis Table explains the possible If/Else Conditions and their branchesIf/Else Option Action Operator Options Payment Product is, is not Global product Names Funnel/Website Funnel/Website names Calendar Calendar names Source Invoice, Funnel, Website, Calendar Payment status success/failed Amount Equal to, is not equal to, Greater than, Greater than or equal to, Less than, Less than or equal to, is not empty, is emptyAmount paid Custom Values for Payment Received Workflow Trigger When you use the Payment Received Workflow trigger, you have access to a set of Custom Values that you can populate within SMS, Emails, Internal Notifications, etcThis Table explains the custom values in detailCustom Values Category Custom Values Name (Custom Value Group Name) Custom Values within Group Value Payment Source {{payment.source}} Currency Symbol {{payment.currency_symbol}} Currency Code {{payment.currency_code}} Customer (Custom Values Group) ID {{payment.customer.id}} First Name {{payment.customer.first_name}} Last Name {{payment.customer.last_name}} Name {{payment.customer.name}} Email {{payment.customer.email}} Phone {{payment.customer.phone}} Full Address {{payment.customer.address}} City {{payment.customer.city}} State {{payment.customer.state}} Country {{payment.customer.country}} Postal Code {{payment.customer.postal_code}} Invoice (Custom Values Group) Name {{payment.invoice.name}} Number {{payment.invoice.number}} Issue Date {{payment.invoice.issue_date}} Due Date {{payment.invoice.due_date}} URL {{payment.invoice.url}} Recorded By {{payment.invoice.recorded_by}} Sub-Total {{payment.sub_total_amount}} Discount Amount {{payment.discount_amount}} Coupon Code {{payment.coupon_code}} Tax Amount {{payment.tax_amount}} Created On {{payment.created_on}} Total Amount {{payment.total_amount}} Transaction ID {{payment.transaction_id}} Status {{payment.payment_status}} Gateway {{payment.gateway}} Card Last 4 Digits {{payment.card.last4}} Card Brand {{payment.card.brand}} Method {{payment.method}} FAQs Will this trigger include subsequent subscription payments as well? Yes, the trigger will fire whenever a payment is received from the end customer directly on an order form submission and when the subscription is charged in the backgroundHow can I achieve the trigger for successful subsequent subscription transactions? Since the subscriptions can be created in a funnel or website, we can create a trigger for Payment Received and apply the following filters for achieving the use caseThe source type is Funnel/WebsiteThe transaction type is "Customer not present/subscription transaction." The payment status filter can filter successful or failed payments per the use caseWhat does the Customer present/first transaction mean and the Customer not present/subscription transaction? We are categorizing the transaction type into two categories Customer present /first transaction - This includes the transactions where the end customer is on-session and making the PaymentThis consists of all one-time purchases and the first order placement for a subscription productCustomer not present / subscription transaction - This includes the transaction types which run in the background after a subscription has already been createdFor example, if a customer purchases a recurring product with a 14-day trial periodThe transaction is done while purchasing the recurring product ($0 transaction in this case) would fall into the Customer present/first transactionAfter 14 days, when the trial period is over, and you charge $100 for the recurring product, the $100 transaction would fall into the Customer not present/subscription transaction categoryWill failed payments also be captured in this trigger? Yes, by default, without any filters, the trigger runs upon successful and failed payment attemptsFor specific use cases around success/failed payments only, we can apply the "Transaction status" filter and set it to either success/failed as per the use caseI have configured the trigger and selected a specific product in the filtersDoes this mean that the trigger will fire off when that product is sold anywhere? If you have configured the trigger and set the filter for a specific product, it will fire off only when that product is sold in funnels/website/invoicesUsing the transaction status filter, we can define whether the trigger should work when the purchase is successful or the purchase is a failureWhat is the sub-source filter? When you select a source like funnels/websites/invoices, they can have sub-sources, like a payment from the funnel can be coming either via a one-step order form, a two-step order form, or an upsellYou can use these sub-source filters to define the Payment's origin </s>
<s>[INST] How does Notification for Expired Social Accounts in Social Planner works? [/INST] Social Planner lists all the social accounts like Facebook, Instagram, Linkedin and GMB. Every social account have different expiry token timelines. If your Social Account is disconnected, then publishing and analysing content for your page and account will come to a halt. That is why make sure that all your social accounts' access is authorised. When you authorise a page, the access token is automatically created. Each social media platform's authorisation has a different expiration date. For instance, Linkedin has 60 days and Facebook has 90 days limit. Conversely, other networks do not have any expiration time. It is necessary for the users to reconnect the account based on notification or by visiting the Social Planner settings. How will we get notified if the social account token is expired? When the social account token's gets expired, the user will get notified based on their user selected and number of days the email will go out to the user mentioned about reconnecting the mentioned social account. If the user after setup is completed, it will send to the users and email reminders. If there are changes made to number of day for reminder after initial setup, it will be applicable for next time when the social account gets expired. </s>
<s>[INST] An error has occured. Please try again. Error message: The From phone number is not a valid, SMS-capable inbound phone number or short code for your account. [/INST] If you're trying to send an SMS message and it's showing you this error message An error has occurred. Please try again. Error message: The From phone number is not a valid, SMS-capable inbound phone number or shortcode for your account. That's because the Twilio phone number we use to send the SMS is Voice-capable only. Let's make sure the Twilio number offers both SMS+voice capabilities based on the list of countries listed here: Twilio international phone number availability and their capabilities Since our search function is basic and it doesn't show much information about whether or not the Twilio number has SMS/voice capabilities, click here to learn how to buy a Twilio number for the HighLevel location inside the Twilio console. If the country doesn't offer SMS+voice capable Twilio numbers, Here's how to use the phone assignment feature for SMS/Voice capable only Twilio number setup: </s>
<s>[INST] Guide: Cancelling Yext Listings for Your Sub-account in GHL [/INST] To reduce the time and effort that goes through in Cancelling Yext Subscriptions, we have made it easier for our users. With the Automated Cancellations, users gain the ability to effortlessly initiate cancellations for Yext listings directly through our platform. This feature helps users to cancel Yext directly from our platform, ensuring an efficient and hassle-free experience. The Automated Yext Cancellation is only applicable for users who have submitted the Yext form 30 days prior to Cancellation. Guide on how to Initiate Yext Cancellations Step 1: Access the Edit Listings Information Button Step 2: Navigate to Manage Listings Tab Step 3: Confirm by providing the reason for Cancellation What to do when Yext Cancellation Fails? Step 1: Access the Edit Listings Information Button Go to Your Sub-Account and navigate to Reputation Management -> Listings. In the Listings page click on the Edit Listings Information Button on Top Right. Step 2: Navigate to Manage Listings Tab Under the Edit Listings Information page, navigate to Manage Listings tab and click on Cancel Yext Listings on the Bottom Left Step 3: Confirm by providing the reason for Cancellation A pop-up opens to confirm the Location details for Cancellation. Once confirmed, proceed to give the valid reason for your Yext Cancellation and Confirm. Your Yext Listings will be automatically cancelled in the backend You will receive a Pop-up saying the cancellation is Successful as shown below: What to do when Yext Cancellation Fails? In an event when the Cancellation fails, you will get an error message as shown below. In such cases, please raise a cancellation request with the support team. NOTE: YEXT Cancellation is only applicable for those locations, who have submitted the form 30 days prior to initiating the cancellation request </s>
<s>[INST] How to create a WhatsApp Template? [/INST] More Tutorials From the Community https://youtu.be/A-kb-MuolHI https://youtu.be/DXP-icQTiXs https://youtu.be/zAk1TSMJgdA When you create a new template in WhatsApp Manager, you select its categoryWe then validate this category using our category guidelines and set your template's status based on the results of this validationTABLE OF CONTENTS Pre-requisites for using WhatsApp at a location? Setting Up a WhatsApp Template What's next? Frequently Asked Questions How do we add custom variables in Header and Body of a Template? How do you submit a rejected template or edit a previously approved template? Pre-requisites for using WhatsApp at a location? The location should have an active WhatsApp Subscription and the Meta onboarding should be completedPlease refer to the steps mentioned in the WhatsApp Location Onboarding Steps and Best PracticesSetting Up a WhatsApp Template If you wish to offer a different rate to certain clients, you can do so by following these two steps: Step 1 : Go to Sub-Account -> Settings -> WhatsApp -> Template tab -> Click on Create Template Step 2 : A new section will open where you will need to fill in the Template Name, Category, Language and Header the information Details around the fields available Template Name - The name of the template should be set using lowercase charactersCategory - Slecet between the Marketing and Utility CategoryRead about Template Categorisation GuidelinesLanguage - Select from the list of all the languages availableHeader (Optional) - You can add a static or a variable headerOnly 1 custom variable is allowed in the headerStep 3 : Fill in additional details Body and Footer Details around the fields available Body - The message that would be sent to the customerYou can add multiple custom variables while creating the template by clicking on Add VariableFooter (Optional) - You can add a static footerNOTE: Please fill sample value for all the custom variables added as Meta need examples to be sent while submitting the TemplateStep 4 : Verify the template message and hit on Create Step 5 : Now we will send this template to Meta for approval and you can track the status in the Template TabStatuses for Templates Pending - Template successfully submitted and sent to Meta for approvalApproved - Template is successfully verified and can be used for seeing messages to the customersRejected - The template was rejected by Meta and needs to be resubmittedRead FAQ for re submissionWhat's next? Once your clients have a registered template they can start using the below and product areas to send/receive WhatsApp messagesIf you still have not added a number that can be used inside WhatsApp, refer below: Frequently Asked Questions How do we add custom variables in Header and Body of a Template? Step 1 - Click on add variable available under Header or BodyStep 2 - Click on tag icon and select the custom variable(as in this case it is contact name) and a sample text(Shubham Gupta in this case)How do you submit a rejected template or edit a previously approved template? Step 1 - Click on the accordion icon and hit Edit templateStep 2 - Fill in all the information again and hit Create </s>
<s>[INST] Fixing Failed Number Registrations (A2P Local and Toll-Free) [/INST] This video and document review common A2P or Toll-Free Number registration failuresBelow we will walk through each common reason and explore how to fix them so you can get back to LevelingUp your business! Haven’t registered your numbers yet? Get started now, see LC Phone Trust CenterTABLE OF CONTENTS Common Reasons for Failed Registrations How to Fix Each Rejection Reason Opt-In Information Provided Forbidden Use Cases Not Updating Examples Provided In-Accurate Company Information Broken/Inactive Links FAQs Where can I get my own Privacy Policy or Terms and Conditions? How do I Use the “T & C” Form Element? How do I create a custom field checkbox for Opt-Ins? What is a CP 575? Common Reasons for Failed Registrations The following are common Toll-Free or A2P Registration failure reasons and how to fix themThe most common reasons for failure are: Opt-In Information Provided Forbidden Use Cases Not Updating Examples Provided In-Accurate Company Information Broken/Inactive Links Additional A2P Registration failure reasons can be found hereAdditional Toll-Free Registration failure reasons can be found hereHow to Fix Each Rejection Reason Below we will dive into each rejection reason and how to fix itOpt-In Information Provided Review the following tips with the client and implement any missing or incorrect informationLive Site A live and operational website is a requirement for registrationThe site must have a place for a contact to opt-in to receiving messages from youSee below for what should be included in this opt-in flowSite Footer The website is required to have Terms of Service (also called Terms of Use) and Privacy Policy links to the footer of all pages including the home pageOpt-In Form Contacts must fill out an opt-in formThis form must include: An opt-in checkbox for Terms & Conditions and Privacy Policy with links to both your Terms & Conditions and Privacy Policy An opt-in checkbox to be messaged by your business to the number givenDirection on how the contact can opt-out The form can be for account creation, appointment scheduling, newsletter sign-up, or anything else related to your companyWhat matters is that contacts are presented with a clear way to opt-in to receive messages from your businessExample Verbiage for Checkbox for consent to message and Terms of Service and Privacy Policy opt-in: ✅I agree to Terms of Service and Privacy Policy provided by HighLevel✅I agree to receive marketing messaging from COMPANY_NAME at the phone number provided aboveI understand I will receive 2 messages a month, data rates may apply, reply STOP to opt out Be sure to replace “HighLevel” with your Business NameBe sure you hyperlink your Terms and Conditions and Privacy Policy Add an Optional Promotional Checkbox to Opt-In Form If you desire to send them additional news, feature updates, discounts, offers, or other unrelated promotional offers, add an OPTIONAL (not required) check boxIf you will not be sending them promotional offers, then you do not have to include thisAgain, this must be an optional checkbox field, do not set it to be a required fieldSee how to add a custom field checkbox hereExample Verbiage for Additional Checkbox: ✅“I want to receive news, feature updates, discounts, and offers from HighLevel.” *Be sure to replace “HighLevel” with your Business NameForbidden Use Cases Some businesses will not be able to register for a campaign as they may not be allowed to send SMS or MMS in compliance with new texting lawsFor example, a Cannabis Company will not be approved for a campaign SMS/MMS for A2P in the United StatesIf a company falls into one of these categories or use cases, they are unable to register a campaignForbidden Use Case Categories Include: High-risk financial services Third-party lead generation services Debt collection or forgiveness "Get rich quick" schemes Gambling Illegal substances "S.H.A.F.T." use cases (Sex, Hate, Alcohol, Firearms, and Tobacco) Learn more and see all of the Forbidden message categories for SMS and MMS in the US and Canada hereNot Updating Examples Provided Go High Level provides examples during the registration processPlease note that not updating the placeholder information will result in a failureBe sure to review each message in detail and add YOUR business phone number, website links, business name, etcThe information should be an exact example, with your business information, being sent to a customerIn-Accurate Company Information Incorrect business information will lead to a rejectionFor example, if the name of your company on your CP 575 is different from the name provided on the A2P registrationAuthorized Representative The authorized representative must be linked to a valid personal cell phone numberA Google Voice Number or similar VoIP number is not allowedBe sure to take the time to review your information in detail, updating any inaccuraciesBroken/Inactive Links Provided examples of opt-ins, websites, Terms and Conditions, Privacy Policy, need to be working, and active linksIf examples result in a 404 error, it will cause your submission to be rejectedLinks provided need to be to your website and not that of another companyTest each of your links to ensure they are fully functional and do not result in an errorFAQs Where can I get my own Privacy Policy or Terms and Conditions? It is always our recommendation to seek legal counsel by hiring a lawyer to write your legal documentationMany of our customers have also sought out templates and other services like Termly, Rocket Lawyer, or Termsfeed to generate themOthers ask ChatGPT to create one for themAgain, hiring a lawyer is the only way to ensure proper compliance when creating Terms and Conditions as well as a Privacy PolicyHow do I Use the “T & C” Form Element? The funnel and website builders include a “T & C” Form element that can be used to link your terms and service and/or privacy policyYou can edit the terms and conditions link but selecting the text and then clicking the three vertical dots in the editor and selecting the edit link iconNote: Opt-in consent message and checkbox must be separated from the T&C/Privacy Policy consent and checkboxHow do I create a custom field checkbox for Opt-Ins? A custom field checkbox can be added to a form or survey.When adding this element click “Custom Fields” and then create a new fieldSelect “Checkbox, add your verbiage, then saveIf you need to edit the content of this checkbox, you will need to navigate to Sub-Account settings > Custom Fields > Search and field the custom field > editWhat is a CP 575? A CP 575 is the official document sent to you from the IRSWhen submitting your A2P brand registration be sure the company name is identical to what is on the letterDo not use any DBA or leave off any commasThese names in the CP 575 may also include ‘LLC’ which would also need to be included in the A2P brand registrationIf you do not have a CP 575 request one from the IRS or register a Toll-Free Number or your A2P as a Sole Proprietor </s>
<s>[INST] Step by Step guide to Creating Custom Unsubscribe Links [/INST] To create custom Unsubscribe Links: TABLE OF CONTENTS 1Create a landing page with messaging you want people to see when they unsubscribe 2Use the url to the landing page from Step 1 to make a Trigger LinkLearn more about Domain Setup (Funnels & Websites) 3Replace the default unsubscribe link url with the Trigger Link 4Create a workflow that uses "Trigger Link Clicked" as the condition and "Set Contact DND" as the action 5Now you can integrate the trigger link as the unsubscribe link in the email footer 1Create a landing page with messaging you want people to see when they unsubscribe 2Use the url to the landing page from Step 1 to make a Trigger LinkLearn more about Domain Setup (Funnels & Websites) 3Replace the default unsubscribe link url with the Trigger Link Click on 1Marketing > 2Trigger links > 3Add Link Click Save once you put: Name: Unsubscribe Link Link URL: Paste the funnel unsubscribe page URL here 4Create a workflow that uses "Trigger Link Clicked" as the condition and "Set Contact DND" as the action Click on 1Automation > 2Create workflow Click on 1Start from scratch > 2Create new workflow 1Update the workflow title to Trigger Link Unsubscribe 2Click on Add New Workflow Trigger Search for the Trigger Link Clicked workflow trigger Click on Add filters Filters Trigger Link: Select Unsubscrbe link Now we can add our first workflow action Look up the action to Set contact DND In the dropdown, choose Enable DND for specific channels: Select Email as the Channels Click Save Actions Save and publish workflow! 5Now you can integrate the trigger link as the unsubscribe link in the email footer 1highlight here 2Click on the link icon Select Unsubscribe Link from Link list Click Save Now anyone who click on the trigger link here will be marked DND for the email channel! </s>
<s>[INST] SaaS Mode Sub-Accounts Are Not Being Generated [/INST] If you are testing the 2-step order form tied to a SaaS Mode plan and the sale is not generating a new sub-account, the issue is likely that your sub-account is using "Test Mode" API keys from Stripe. Note: For SaaS Mode to work: 1) The sub-account where you'll be building the sales page with a 2-step order form tied to your SaaS Mode plans must be integrated with the same Stripe account that the agency account is integrated with. 2) Both the sub-account and the agency account need to be integrated with live Stripe API keys. To find your Stripe API keys, please refer to this Stripe Help Article on locating API keys. Also, be sure to use a valid credit card when testing, which you can then refund within Stripe when testing is complete. </s>
<s>[INST] WhatsApp Bulk Action [/INST] WhatsApp's Bulk Action feature allows users to effortlessly launch large-scale WhatsApp campaigns and gain valuable insights through open and delivery rate tracking Check out release notes here TABLE OF CONTENTS How to send Bulk WhatsApp Messages Campaign Statistics Explained Total Pending Sent Delivered Read Error Skipped FAQs Q: What will happen if my Meta Messaging Limit is breach during an ongoing WhatsApp bulk action Q: What is the rate limit for sending WhatsApp bulk messages on GoHighLevel Q: What is Meta Messaging Limit Q: What happens if my Tier Quota is complete Q: How can I check my current messaging limits? QWhat is a quality rating, and how does it affect my messaging limit? Q How to maintain High Quality Rating How to send Bulk WhatsApp Messages Step 1: Select all the contacts you wish you send WhatsApp templateNote: You can create smartlists and send WhatsApp messages to everyone at once Step 2: Select the WhatsApp Icon to Bulk Send WhatsApp Step 3: Select the WhatsApp template you wish to sendAdd the action name for referring at a later stage and to check WhatsApp campaign statistics Please note: Only Approved templates will be visible under "Select WhatsApp templates" Step 4: Check progress Step 5: Check campaign statistics Please note that once the Meta Messaging Limit is breached, remaining WhatsApp messages will not be sentMake sure that you do not breach the message limit set by Meta on your WhatsApp number when triggering Bulk WhatsApp actionEnsure that the contacts selected are within the 24 hour messaging limitLearn More Campaign Statistics Explained Total Represents the total number of contacts for which the bulk action was performed Pending Represents the total number of contacts for which the WhatsApp message is yet to be triggered Sent This denotes the total count of contacts to whom WhatsApp messages have been sent Delivered Represents the total number of contacts who received the WhatsApp message Read Represents the total number of contacts who read the WhatsApp messageError Represents the total number of contacts where an error was encounteredThese could range from the contact not being on WhatsApp to Template being blacklisted or WhatsApp account being blocked on Meta Skipped Represents the total number of contacts which were skipped from the bulk actionThese could include when the contacts have DND enabled or contacts have missing phone number FAQs Q: What will happen if my Meta Messaging Limit is breach during an ongoing WhatsApp bulk action The bulk action will throw an error for contacts for which messaging limit was breached Q: What is the rate limit for sending WhatsApp bulk messages on GoHighLevel The WhatsApp messages will be sent at the rate of 1000 messages per hour Q: What is Meta Messaging Limit Messaging limits on Meta control the maximum number of new, business-initiated conversations you can start with customers within a 24-hour rolling periodQ: What happens if my Tier Quota is complete If your Tier Quota is complete, you will no longer be able to initiate additional business conversations until the quota resetsQ: How can I check my current messaging limits? You can check your current messaging limits on Meta by going to WhatsApp Manager > Overview Dashboard > Insights tabQWhat is a quality rating, and how does it affect my messaging limit? Your quality rating reflects how well customers receive your messages over a 7-day periodFactors like user blocks, reports, and reasons for blocking impact this ratingA "Low" quality rating can decrease your messaging limitQ How to maintain High Quality Rating Make sure messages follow the WhatsApp Business Policy and Commerce PolicyOnly send messages to users who have opted into receiving messages from your businessMake the messages highly personalized and useful to usersAvoid sending open-ended welcome or introductory messagesBe mindful of messaging frequency; avoid sending customers too many messages a dayBe thoughtful of informational messages, optimizing for content and length </s>
<s>[INST] Message Templates (Snippets) [/INST] Message Snippets (Templates) make it easier for a business to respond to clients or customers by creating them as a response to FAQs. Covered in this article: How to Create a Message Template (Snippet) How to Use a Message Template (Snippet) How to Create a Message Template (Snippet) 1. Once logged into the location/sub-account, click Marketing > Templates. 2. Click on the Add Template (Snippet) button and choose Add Text Template (Snippet) 3. Name the Snippet so it's easier to choose it from the dropdown list of snippets from the conversation tab. It's advisable to name it according to the FAQ it answers. (i.e., "Where are you located?", What are your operating hours?" etc.) 4. Compose your snippet using Custom Values and Trigger Links if needed. The preview on the right shows you what it would look like as an SMS message when viewed on the phone. 5. You can also enter your mobile number and click Send Test to test your snippet. Please Note: Please take note of the number of characters, number of segments and approximate cost of your snippet when sent as an SMS message. 6. Once you're good with your snippet, Click Save. How to Use a Message Template (Snippet) 1. In Conversations, when sending an SMS message, click on the "Insert Snippet" icon. 2. Select the Snippet/Template from the dropdown and click "Use Template". 3. It will auto populate the snippet you composed and now you have the option to add to the messsage or send it right away by clicking Send. </s>
<s>[INST] Calendar Sync Option Explained [/INST] For Group calendar We updated so that the sync option will be found in the Settings->Profile page after you integrate the Google accountYou will need to log in as the user and go to the Settings -> Integrations page to connect with the Google accountAfter that is done, you can connect to the Google account under the Profile tab in the Calendar Configuration sectionFor the sync option here, it would be the same idea as what we had beforeAllow contact creation means that we will create a contact + appointment in HighLevel for the guests we found in the Google eventsIf you don't want us to create a contact, you can choose "Select Default Calendar" and click saveAfter you select the default calendar, the Allow Trigger option would show up and that means if you want the appointment triggers or Customer booked appointment trigger to fire for the contact we created to add the lead to the appointment reminder campaignsFor unassigned calendar All HL appointments will still push to the linked Google calendar no matter what the sync option isThe behaviour for two-way sync and disable trigger would pull the guests in the Google events and add them to HighlevelSmart sync would pull the guests in the Google events and add them to Highlevel if we found that they are already a lead with the same email in HighLevelCalendar Sync Options: One way: All events from Google calendar will be shown as greyIt will not add whoever is invited in the Google event to HighLevelBut will still sync the Appointments from HL to the Google calendar and block the timeslot pulled from GoogleTwo way: All events from google calendar will be colored and will talk to each otherHighLevel will find who is invited in the Google event, create a contact record for them, and fire off any triggers associated with the calendarSmart: When an event is created in Google calendar but the contacts associated with the event were not found to be already existing in HighLevel as contacts, HighLevel will not add them as contacts but will block the time off in your HighLevel calendar (event color will be gray)Alternatively, when an event is created in Google calendar and the contacts associated with the event were found as existing contacts in HighLevel, HighLevel will color code the event and fire off any triggers associated with the calendarDisable Trigger: All Google Calendar event contacts will be pulled into HighLevel as new contacts, but no triggers associated with the HighLevel calendar will fire </s>
<s>[INST] Creating Mobile-Responsive Designs Made Easy: Funnel & Website Builder [/INST] This articles talks about simplifying the creation of mobile-responsive funnels and sitesUsers can now enjoy improved customization with mobile-responsive text elements, spanning font choices, text integration in images, FAQs, buttons, order forms etcThe process is intuitive—simply access the updated options, customize your text, and preview your design across devices in real-timeThe benefits include heightened design flexibility, enhanced user experiences, and increased efficiencyWith these updates, we've successfully resolved the pain point of achieving consistency and aesthetics on diverse screen sizes, empowering users to confidently build engaging and responsive digital experiencesIn this Article How to Use Text Element Font: Customize for Mobile Responsiveness Text Element in FAQ: Craft Mobile-Friendly FAQs Text Elements for Button Text Element in Image Feature Behaviour: You can click on the desktop icon and change the view from desktop to mobileClick on the desktop symbol and changing it to mobile will open the mobile view editor and the changes made in font size in this view will only affect mobile viewHow to Use To change the font size of a text element in the new funnel builder and make it responsive across different devices, follow these steps: Select the desired element in the funnel builder, such as a headlineGo to the element settings and navigate to the font size optionAdjust the font size for desktopThis change will also apply to mobile devicesClick on the desktop icon to switch to the mobile viewChange the font size specifically for mobileNote that this change will not affect the font size on desktopTo modify the font size for desktop again, switch back to the desktop view and make the necessary adjustmentsThis change will only affect the font size on desktopText Element Font: Customize for Mobile Responsiveness This is applicable to all the text elements like Heading, Subheading, Paragraph, Bullet pointsText Element in FAQ: Craft Mobile-Friendly FAQs Similar functionality as aboveCustomization options are there for title and content font size in FAQ element Text Elements for Button Similar functionality as aboveCustomization options are there for button font size and sub text font size in FAQ element Text Element in Image Feature Similar functionality as aboveCustomization options are there for Headline Font size and Text font sizeSocial Media Icons: Mobile responsive You can see the mobile and web options for social media iconsAll the properties of text can be customizable for mobile and web like Font Family, Font size, Font weight, ColorFunctionality is similar as above </s>
<s>[INST] My CRM Data is Loading Slowly What Can I Do? [/INST] If you or your customer are facing issue with your dashboard loading slowly or it takes a while for the data to show up on a specific module, please follow the troubleshooting steps below: Step 1: Login using an incognito window and check if it is still happening. If this does not resolve the issue, it has something to do with the browser cache. Please proceed to the next step below Step 2: Ask the user to please clear browser cache and reload the page. The user will need to sign in again. To clear cache please paste the URL in your preferred browser. Chrome: chrome://settings/siteData Edge: edge://settings/clearBrowserData?search=cache If you do not see your browser, please google further instructions on how to clear your cookies/ cache If this does not work please proceed to the next step below Step 3: If the issue is still happening, this might be because of an extension(s) installed on their browser. Ask the user to disable all the extensions and check again. Proceed to step 2, if this step does not resolve the issue. Step 4: Try different browsers like Firefox or Safari or Chrome. If it still fails, follow the next step. Step 5: Go to the page where you see this happening and right click > Click on Inspect > Console > Take a screenshot of the error message that you see here and raise a ticket. </s>
<s>[INST] Activity Cards in Conversations [/INST] We are thrilled to introduce a feature that redefines how users interact with our platform—Activity CardsThis innovative addition is your window to a consolidated view of essential updates, designed to streamline your experience and empower you with real-time insightsThey empower users to stay up to date on critical changes in real-timeNo more delays, or navigating to different modulesThe impact is real-time awareness that enhances your decision-making capabilitiesIn This Article Option 1 - Opportunities Option 2 - Appointments Option 3 - DND Option 4 - Invoices These cards bring the action to youYou can respond, edit, and manage opportunities, appointments, contact preferences, and invoices, all without the hassle of shifting from one panel to anotherThe result is a more streamlined, efficient, and effortless user experienceOption 1 - Opportunities Activity cards are populated as soon as a new opportunity is created, updated, or deletedIt ensures you are aware of potential leads from the very inception, keeping you perpetually in the loopWith a simple click on 'View Opportunity' within the card, you can dive right in and make real-time changes, right from where you areOption 2 - Appointments Anytime an appointment is created, rescheduled, or even canceled, you'll find an activity card in the conversation panelThis feature is designed to keep you perpetually updated without the need to juggle multiple screensBy clicking 'View Appointment' within the card, you can seamlessly edit the appointment details, all while staying rooted in the conversation panelOption 3 - Do Not Disturb (DND) Activity cards notify you the moment a contact is marked as "Do Not Disturb" or is removed from the DnD listThese cards provide clarity and keep you informed about the current contact preferenceOption 4 - Invoices Whether an invoice is sent to a contact or payment is received, the relevant activity card will pop upWith a simple click on 'View Invoice,' you'll be seamlessly redirected to a new tab where you can explore the detailed invoice </s>
<s>[INST] Media Library Specs & Formats [/INST] When it comes to media within the system, it is important to know which media types and formats are supportedHere is the list of media, broken down by featureCovered in this article: Funnels: Social Planner: Direct Media Library Access: Media Library - Allowed File Types Other Media Uploads Supported: Membership: Forms and Survey: Funnels: When the media library is accessed from funnels the following types of media can be uploaded with the corresponding size constraint for different elements Adding the Image element in a funnel: When the media library is opened for uploading media for an image element by clicking on File types allowed: Type Extension PNG png JPEG .jpg, .jpeg, .jfif, .pjpeg, .pjp TIFF/X-TIFF .tif, .tiff WEBP .webp SVG .svg ICON .ico, .cur GIF .gif Please Note: Maximum upload file size allowed: - Videos - 4GB - Documents - 100MB - Audio - 100MB - Images - 100MB Social Planner: Adding Image: Social Planner - Allowed File Types Type Extension PNG png JPEG .jpg, .jpeg, .jfif, .pjpeg, .pjp GIF .gif Please Note: Maximum file size allowed: 10 MB Adding Video: Social Planner - Allowed Video Types File Type Type Extension Video avi .avi QuickTime .qt, .qtc, .mov, .moov, .moov MP4 video .mp4 Ogg video .ogv windows media video .wmv, .asf WebM video .webm Please Note: Maximum file size allowed: 1 GB Direct Media Library Access: When the media library is accessed through the following ways all the below-mentioned file types are supported with an upload file size limit: Videos - 4GB Documents - 100MB Audio - 100MB Images - 100MB SITES ➝ MEDIA SETTINGS ➝MEDIA from the left sidebar menu Media Library - Allowed File Types File Type Type Extension Image PNG png JPEG .jpg, .jpeg, .jfif, .pjpeg, .pjp TIFF/X-TIFF .tif, .tiff WEBP .webp SVG .svg ICON .ico, .cur GIF .gif Documents pdf .pdf Word Doc .doc, .docx, Excel .xls, xlsx, .xlsm ppt .ppt, .pptx.pptm text .rtf, .txt Video avi .avi QuickTime .qt, .qtc, .mov, .moov, .moov MP4 video .mp4 MPEG video .mpg Ogg video .ogv windows media video .wmv, .asf WebM video .webm Audio aif .aif, .aiff, .aifc midi .midi, .mid Windows Audio .wav Ogg .oga WebM audio .weba Please Note: Maximum file size allowed: - Videos - 4GB - Documents - 100MB - Audio - 100MB - Images - 100MB Other Media Uploads Supported: Membership: Course Videos: Type File Type Video avi QuickTime MP4 video Ogg video windows media video WebM video Please Note: Maximum file size allowed: 4 GB Other Files: When uploaded by clicking the "Add Files" option under each course, All file types are allowed Please Note: Maximum file size allowed: 50 MB Forms and Survey: Files can be uploaded in forms and surveys by adding custom fields These files can be seen as form submissions or as contacts All file types are allowed Please Note: Maximum file size allowed: 50 MB per subaccount </s>
<s>[INST] Perform a card Auth on your SaaS Checkout pages [/INST] If you are an agency using SaaS Mode on HighLevel, you may wish to protect your SaaS offer from bad actors trying to signup for your SaaS and misusing it. One best practice is to always have a card auth on your SaaS checkout pages. In this article we will discuss how to enable card auth to protect your SaaS offer from bad actors. Old Funnels vs New Funnels Determine if your SaaS Offer is build using old funnels or new funnels and follow the steps below. You can find this information by going to location view -> sites -> funnels and looking at the list. New funnels have a version 2 tag next to the funnel name. Card Auth of Old Funnels Go to your funnel step that contains your SaaS product and go to "products" tab Card Auth for New Funnels Go to your funnel step that contains your SaaS product and go to "products" tab How does the card authorization work? Card authorization allows your funnels to validate the funds in a card before proceeding to create a subscription. This is especially useful when you offer a free trial for your subscriptions. It deters bad actors from signing up to your platform and allows only real users with sufficient balance to proceed for the free trial. Will my clients be charged for this authorization? No your clients will not be charged for the authorization because it works by creating a payment intent and immediately refunds it before the charges can be settled. It is only a way to know if the card being used is a real card with sufficient balance. </s>
<s>[INST] Why is your account suspended [/INST] Go to Settings -> Phone number Something went wrongPlease check your Twilio account credentials and message support if this persists Failed to retrieve Phone Numbers - Please refresh the page to attempt fetching the phone numbers againLead Connector returned UnauthorizedCheck out the Messaging Policy here Please copy the following template, fill out the answers, attach the screenshots, and initiate a ticket with our support so we could create a ticket with Twilio support to unsuspend the account for you: 1Attach a screenshot of the first text message in the workflow once your leads opt-in: 2Please provide the Web URL address around your data collection methods: 3Attach a screenshot showing a checkbox to ensure the lead gives consent when filling out the form: 4Please explain whether you receive direct consent from end-users and/or where end-users are signing up to agree to receive your communication: 5Confirm that you cease the traffic that is driving the high opt-out and error rates 6If your account is suspended because of violations in obtaining and/or maintaining user consent, you might be asked to provide proof of opt-in for certain phone numbersOnce you reach out to support we will look at this information with Twilio but be prepared to provide proof of opt-in for certain phone numbers1Attach a screenshot of the first text message in the workflow once your leads opt-in: After you set up your workflow/campaign with the first message compliant according to the guidelines below, record a loom video or share a screenshot of the first SMS For example: Examples of message violations: 1Hello, my name is Crystelle, and I'm seeking to buy a few houses in the areaIf you're interested, I'd like to make you an offer on 984 Michael CvIs there a price range at which you'd consider selling? 2Hello ZinaDo you own of1768 Woodtree Cir? Really wanna talk about it if you have time3Hey, this is Karan from the XXXXXXX CenterIf you didn't finish signing up to get your Allowance Card, give us a call back ASAP: (800) 000-0000 4KATE, it's DanielYou can get up to $30K/person who worked during COVIDLet me help you in 2023YES for info5Hey Shubham, it's ShivamLet's start 2023 by claiming your XXXXX (up to $26K/person)Interested? YES for more information! 6Last chance to receive January $5 coupon by joining XXXXXXX Salon Club by the end of the year 2022!https://msgsndr.com/l/XXXXXXXX 2Please provide the Web URL address around your data collection methods: E.gScreenshot of Website / Registration form where customer shared their contact details/consent for said SMS communicationThis is the point at which you collect consumer data, and the consumer consents to receiving SMS messaging which should include the following: Program name and/or a description of the messages that will be sent Organization or individual being represented in the initial message Fee disclosure E.g"Message and data rates may apply" Service delivery frequency or recurring messages disclosure E.g"4 messages per month", "Message frequency varies", "1 message per login", etc Customer care information typically "Text HELP for help" or Help at XXX-XXX-XXXX) - not required for single message programs (i.e 2FA) Opt-outinstructions (typically "Text STOP to cancel") - not required for single message programs (i.e 2FA) Link to Privacy Policy describing how end-user opt-in information will be used Link to Terms and Conditions describing terms of service Incorporate an optional checkbox that end-users must select to receive SMS messagingThe checkbox can not be pre-selectedThe checkbox provides the end-user the ability to agree, or not agree, to receive SMS messaging 3Attach a screenshot showing a checkbox to ensure the lead gives consent when filling out the form: You can type something like this 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 dialing 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 listExample: Learn more about Forbidden Message Categories for SMS and MMS in the US and Canada 4Please explain whether you receive direct consent from end-users and/or where end-users are signing up to agree to receive your communication: Per Twilio's Messaging Policy under Consent / Opt-in - Consent can't be bought, sold, or exchangedMeaning it cannot be purchased through a 3rd party site or publics records5Confirm that you cease the traffic that is driving the high opt-out and error rates: 6If your account is suspended because of violations in obtaining and/or maintaining user consent, you might be asked to provide proof of opt-in for certain phone numbersOnce you reach out to support we will look at this information with Twilio but be prepared to provide proof of opt-in for certain phone numbersProof of opt-in should include: Name of the end user Email Address of the end user Physical Address Collected Registration Date and Time IP address or other method of collection Complete Web URL address or details around other collection methods Screenshot of Website / Registration form where customer shared their contact details/consent for said SMS communication with all possible details mentioned above Your Twilio subaccounts will be suspended due to non-compliant activities: High Error Rate High Opt-Out rates High Error Rate A high error rate can be driven by one error code or by the sum of several collectively(see the Error and Warning Dictionary for a full list of all possible Twilio REST API error codes)High Opt-Out Rate A high opt-out rate is an indication of unwanted/unsolicited messagingYour targeted audience must be aware of what they are signing up for and your website/form must clearly state how their information will be used and they have to provide consent to it accordinglyFor example, you can't obtain the consent of message recipients by purchasing a phone list from another partyConsent / Opt-in: Prior to sending the first message, you must obtain agreement from the message recipient to communicate with them - this is referred to as "consent", you must make clear to the individual they are agreeing to receive messages of the type you're going to sendYou need to keep a record of the consent, such as a copy of the document or form that the message recipient signed, or a timestamp of when the customer completed a sign-up flowConsent can't be bought, sold, or exchangedFor example, you can't obtain the consent of message recipients by purchasing a phone list from another partyLack of Sender Identification Every message you send must clearly identify you (the party that obtained the opt-in from the recipient) as the sender, except in follow-up messages of an ongoing conversationSuch that the message recipient can immediately associate where/whom they have given consent toLack of Opt-Out Language The initial message that you send to an individual needs to include the following language: "Reply STOP to unsubscribe," or the equivalent using another standard opt-out keyword, such as STOPALL, UNSUBSCRIBE, CANCEL, END, and QUITSame or similar message sent across a large number of phone numbers We do not permit spreading similar or identical messages across many phone numbers without appropriate business justificationAs a result, we have restricted your ability to provision additional phone numbersIf you attempt to recycle phone numbers and further provision additional phone numbers, you will see an error message due to this restrictionTo appeal this decision, please respond to this email with the justification of your business use case requiring the same or similar messages across additional phone numbersYour Key Messaging Metrics Your messaging activity reflects consumer impacting and/or policy-violating content being sentYour opt-out and error rates have reached higher than acceptable levelsA good opt-out rate is typically in the range of 0—0.3% A good error rate is typically in the range of 0—6% </s>

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