Split (1)

train · 804 rows

text stringlengths 43 45.4k
<s>[INST] Nested Folders [/INST] In this Article What are Nested Folders? How to create a Nested Folder? How to move workflows within Nested Folders? How to create a New Folder while moving workflows? How permissions works for the Nested Folders? FAQs What are Nested Folders? Nested folders allow you to create a hierarchy of folders within folders, organising your workflows more efficientlyThis means you can group related workflows together, making them easier to find and manageHow to create a Nested Folder? Navigate to the folder where you want to create the nested folderClick the "Create New Folder" buttonEnter a name for the new folder and click "Create." The new folder will be created within the current folderHow to move folders within Nested Folders? Select the workflows you want to moveClick the "Move to Folder" buttonChoose the destination folder from the dropdown list, which displays a tree structure of nested foldersClick "Move." Step 1 Step 2 How to create a New Folder while moving workflows? During the "Move to Folder" process, click the "New Folder" button in the dropdown listEnter a name for the new folder and click "Create." Select the newly created folder as the destination and click "Move." How do permissions works for Nested Folders? Root Level Permissions: When a user creates a folder or a workflow within an existing folder, the permissions of the new folder or workflow inherits from its parentWhen a folder is created within a folder with agency admin permission, the agency admin permission will flow down to the nested folder Sub-Folder or Nested Folder Permissions: When a permission is changed for the Nested folders it won't change the permission for Root folder If permission is changed for root folders from Admin to Agency then the permission for the nested folder should not changeStricter permissions are retainedIf a sub-folder or workflow is moved to the root level, it will adopt the permissions of the root folderIf a folder with Agency permission is moved out of the nested folder it should retain the Agency PermissionStep 1 Step 2 FAQs 1What will happen when a folder is Deleted? When you delete a folder, all nested folders and workflows within it moves to the parent level2What will happen incase of a snapshot? Incase of a snapshot, the folder structure would not be retainedAll the workflows and folders will be present in the root folder in the new account </s>
<s>[INST] Reverse DNS white labeling - Dedicated IP [/INST] When recipients open your email, it's generally more advantageous to display your company name instead of "Sent by Mailgun" or another third-party serviceBy configuring reverse DNS (rDNS), mailbox providers can be directed to present your company name in the "From" or "Sender" fieldThis approach not only elevates the professionalism of your email communications but also strengthens your brand identityFurthermore, featuring your company name in the "From" field rather than a third-party service yields enhanced deliverability and tracking benefitsIt fosters trust with recipients, diminishes the chance of your emails being flagged as spam, and assures consistent branding across your email campaignsIn summary, applying your company name via reverse DNS settings presents a more positive, brand-centric method for email communications, enhancing both deliverability and trackingTABLE OF CONTENTS What is reverse DNS (rDNS)? Common rDNS mistakes How to set up rDNS? What is reverse DNS (rDNS)? Reverse DNS (rDNS) is essentially the reverse of a standard DNS queryInstead of mapping a domain name to an IP address, rDNS translates an IP address to its associated hostnameThis process is applicable to both IPv4 and IPv6 addresses and verifies the authenticity of the sending email serverIn practical applications, rDNS converts the IP address of the sending email server into its corresponding hostname (e.g., example.com)This verification affirms that the IP address relates to a legitimate domainIn email marketing, this allows you to use services like Mailgun to display your company as the sender, rather than "Sent by Mailgun.com"To clarify, this is distinct from masking the CNAME of mailgun.org in your DNS settingsHere, we're focusing on rDNS configuration for your dedicated IP used for emailingProper rDNS setup improves your email deliverability and branding by ensuring your company name is showcased as the sender in recipients' inboxesCommon rDNS mistakes Setting rDNS records accurately is vital for email deliverability and upholding a reputable sender statusSome frequent rDNS pitfalls include: Incorrect PTR Record: One common mistake is not having a valid PTR (Pointer) record associated with your IP addressA PTR record is essential for verifying that the sending mail server matches the IP address claimed in the email messageEnsure that your PTR record is set up correctly and returns a hostname for the IP address being queriedMismatched Hostname: The hostname returned by the PTR record should resolve back to the same IP addressThis means that the IP address should point to the hostname, and the hostname should point back to the same IP addressIf there's a mismatch, it can lead to rDNS lookup failuresFor example, if your PTR record is set to return "mail.yourwebsite.com" for IP address 8.8.8.8, it's crucial that when you perform an rDNS lookup for "mail.yourwebsite.com," it resolves to 8.8.8.8Hostname Resolution Failure: In some cases, the hostname specified in the PTR record may not resolve at allThis is a significant problem as it can lead to delivery issues and a lack of trust with email providersTo resolve this issue, ensure that the specified hostname resolves to the correct IP addressIn summary, rDNS is a critical component of email authentication and deliverabilityTo avoid common rDNS mistakes, make sure your PTR records are set up correctly and that the hostname returned by the PTR record accurately maps to the associated IP addressThis alignment helps establish trust with email providers and improves the chances of your emails reaching recipients' inboxesHow to set up rDNS? It's important to note that setting up reverse DNS (rDNS) with multiple hostnames can only be done when using a dedicated IPShared IPs do not support this functionality, as rDNS can resolve to only one hostname per IP addressUtilizing a dedicated IP for this purpose adds a professional touch to your email communications and can positively influence your reputation with inbox providersTo set up rDNS with multiple hostnames on your dedicated IP, follow the steps below: Input the “A record” into your zone file at your hosting providerAn “A record” will look something like this: A, mail.customer.com, 123.45.67.89 Navigate to agency settings -> email serviceIn SMTP service tab, Click on the Dedicated Domain And IP in LeadConnector sectionGo the dedicated IP section and click on the three dots in dedicated IP and click on Reverse DNS (PTR) Provide the same A record that you have added in the input, and we’ll update the PTR record on our end to match the hostname you’re using </s>
<s>[INST] How to change the Timezone for a Dashboard (Logged in User) [/INST] Say goodbye to data discrepancies and hello to personalized data viewing with the Timezone Switcher for Dashboard! TABLE OF CONTENTS Step 1: Open Your Dashboard: Step 2: Access Settings Step 3: Select "Manage Dashboard Timezone" Step 4: Choose Your Timezone Step 5: Save Changes Important Note: Step 1: Open Your Dashboard: Whether it's your private dashboard or a shared one, navigate to the dashboard you want to customize. Step 2: Access Settings Click on the 3-dot menu icon located on the top right corner. Step 3: Select "Manage Dashboard Timezone" Step 4: Choose Your Timezone From the dropdown menu, select your preferred timezone. Step 5: Save Changes Important Note: The selected timezone will be applied to all the dashboards you view. Timezone changes only affect internal data metrics, not third-party dependent widgets To learn more about the Custom Dashboards, click here! </s>
<s>[INST] Service Menu [/INST] More Tutorials from the Community https://youtu.be/YNMUwxVgtPc https://youtu.be/L6d0JglaXQ0 https://youtu.be/TdQO-xOTdp4 https://youtu.be/2t6Yb2pxxM8 In This Article What is a Service Menu? What can you do with the Service Menu? Who can use it? Prerequisites to creating a Service Menu How to create a Service Menu? Related Article Service Calendar Rooms and Equipments What is a Service Menu? The Service Menu is a centralized page to list all your services in one streamlined scheduling linkImagine neatly categorized services, making navigation a breezeWhat's more, your clients can access this menu to seamlessly book multiple services for themselves or even for their guests, all through a single booking widgetThe Service Menu displays the chosen Service CalendarsA Service Calendar is a tailored calendar type created for service-based businessesIn this calendar type, users can create different services, assign staff, group them together by categories, and display all of them in one single scheduling link - the Service MenuFor example, a salon can have Hair services like ‘Hair Cut, Hair Spa, and Hair Coloring’ under the category Hair, whereas Skin services like ‘Facial, Clean Up, and Bleaching’ under the category SkinThe clients can then choose the services they want and schedule their appointments seamlesslyWhat can you do with the Service Menu? With a Service Menu, you have the tools to optimize your service-based business like never beforeHere's what you can achieve: 1Create Calendars for Each Service: Easily set up a dedicated calendar for each service you offer Assign staff members to these service-specific calendars 2Organize Calendars into Categories: Group your calendars into categories, simplifying navigation Choose which groups / services to display on the scheduling page Create a centralized booking widget for all your servicesNo more navigating through different calendars and becoming overwhelmed 3Streamline Booking for Clients: Clients can easily book multiple services or schedule appointments for multiple people from one booking They can also select their preferred staff member while booking an appointment Clients get important information related to the duration, cost and assigned staff member for each appointment Who Can Use It? The Service Menu is perfect for a range of businesses offering servicesThis includes but is not limited to: Salons and Hairdressers Spas and Wellness Centers Massage and Therapy Clinics Fitness Studios and Trainers Healthcare Providers Event Planners Pet Groomers And many more! If you're in the business of providing services and want to enhance the booking experience for your clients, the Service Menu is your ideal solutionGetting Started: Prerequisites 1First, create a Group: Think of a group as a category for your servicesAny calendars added to a group will appear under that category tab on the appointment widgetTo create a new group, simply head to Calendar settings > Create GroupFor Example: You can create the Group “Hair Care” for your hair related services like Hair Cut, Hair Spa, Hair Coloring etc2Then, create a Service Calendar: Design a dedicated calendar for each service you offer and assign the calendar to its respective groupClick here to know more about creating a Service Calendar For Example: You can create different calendars for your Hair Care servicesHere you will have four service calendars, one for each service - Hair Cut (Male), Hair Cut (Female), Hair Spa, Hair Coloring3Finally, create a Service Page Menu: Decide which service calendars and groups you want to display on the appointment widget and give your clients a single place to make bookingsFor Example: Your service menu can have two categories “Hair Care” and “Skin Care” with different services listed under themBy following the above steps, you'll be able to efficiently schedule your appointmentsHow to create Service Menu? Guide on how to create a Service Menu Step 1: Enable Service Menu Step 2: Prepare your Service Calendars Step 3: Create your Service Menu Step 4: Select & Arrange your Services Step 1: Enable Service Menu Go to Calendar SettingsClick on "Preferences." Under "In-App Preferences," toggle the "Service Menu" option to turn it onYou will now see a "Service Menu" tab under "Calendar Settings" > "CalendarsStep 2: Prepare your Service Calendars Before you create a service menu, ensure that you have created your service calendars and added them to groupsHere's how: Create your service calendars in the "Calendar Settings." Add these calendars to relevant groupsStep 3: Create your Service Menu Head to the "Service Menu" tabClick on "Create Service Menu." Fill in the following details for your menu: Name: Provide a name for your service menuDescription: Add a brief description of your servicesURL/Slug: Customize the URL for your service menuYou can also: Toggle the consent checkbox on/offCustomize the consent messageChoose to show a thank you message after booking or redirect users to an external URLEnable/disable bookers from adding additional guests, limit bookers to booking only one service instead of multiple, and determine whether bookers can select their preferred staff memberInsert Custom Code to customize the look and feel of the service menuOnce you've filled in the details, move to the next step - “Select Services" Step 4: Select & Arrange your Services 1In the Select services tab, select the groups or individual services that you want to display in the menuNote: If you haven't created service calendars or added them to groups, you'll need to do so before they appear in this list 2After selecting the services, arrange them in the order you want them to appear on the service menu.3You can decide the sequence in which the groups are displayed from here4Once you're satisfied with the arrangement, click "Save." If you wish to change the order of services within groups: Go to the Groups TabClick the three dots next to your chosen groupSelect "Rearrange Calendars." Adjust the sequence and click "Save." Voila, your service menu is now ready to be usedYou can use the scheduling link provided to direct your clients to the service menuHow to Disable Service Menu? To disable Service Menu, follow these steps: Go to Calendar SettingsClick on "Preferences." Under "In-App Preferences," toggle the "Service Menu" option to turn it offAfter turning off the "Service Menu" option, note that the "Service Menu" tab under "Calendar Settings" > "Calendars" will no longer be accessible </s>
<s>[INST] Setting alias for Google smtp [/INST] Learn more on Masking Sender Emails - From Name & Address Learn more about Why Can't I use My Free Email Address As The SMTP? </s>
<s>[INST] How to Use Community Tagging Feature [/INST] Engaging with your community members on the platform has just become easier! With our new tagging feature, users can mention specific members in both posts and commentsThis not only fosters better engagement but also helps keep conversations organizedHere's how to effectively utilize this feature: 1Tagging in Posts: Start a Tag: While drafting a post, simply type the "@" symbol followed by the initial characters of the member's nameSelecting a Member: As you type, a list of relevant members will be displayed, narrowed down based on the characters you've enteredNavigate to the desired name and click on it or use arrow keys to highlight itWhen you hover over a name, it will appear highlighted in blueInserting the Tag: Once a member's name is selected, it will appear in your post content as a highlighted tagPublishing: After crafting the post, hit publishThe members you've tagged will receive a notification, informing them of their mention in the post2Tagging in Comments: Start a Tag: When composing a comment, initiate the tag by typing the "@" symbol followed by a portion of the member's nameSelecting a Member: A dropdown will present relevant members based on your inputHovering over a member's name will show it highlighted in blueClick to select the desired memberInserting the Tag: The chosen member's name will be embedded in your comment content as a highlighted tagPublishing: Once you're satisfied with your comment, proceed to publish itTagged members will receive notifications of their mentionsTagging in Comment Replies: The tagging feature isn't restricted to new comments; you can also tag members in replies to existing comments3Email Notifications for Tags: Receiving Notifications: If someone tags in a post or comment, Highlevel will send an email notification to alert youDirect Navigation: Within this notification, you'll find a direct link to the post or comment where you've been tagged, ensuring you can seamlessly jump into the conversationNote : You can tag multiple members in a single comment, making it easy to involve several community members in a discussionFAQ: Q: What is the tagging feature in Communities? A:The tagging feature allows users to mention specific members in posts and comments, enhancing engagement and organization of conversationsQ: How do I tag someone in a post? A: While creating a post, type the "@" symbol followed by the initial characters of the member's nameA list of relevant members will appearClick on the desired name to tag themQ: Can I tag members in comments as well? A: Yes, the tagging feature works both in new comments and in replies to existing commentsSimply use the "@" symbol followed by the member's nameQ: How will I know if someone has tagged me? A: When you are tagged in a post or comment, you will receive an email notificationThis email will also include a direct link to the content where you've been mentionedQ: What happens when I hover over a member's name while tagging? A: When you hover over a member's name from the suggested list, the name will be highlighted in blue, indicating it's selectableQ: Can I tag multiple members in a single comment or post? A: Absolutely! You can tag as many members as you like in a single comment or post, making it easier to involve multiple community members in a discussionQ: How is the tagging feature beneficial for my community engagement? A:Tagging enables more direct and personalized interactions within the communityBy tagging members, you can ensure they see relevant content, contribute to discussions, and stay engaged with the communityQ: Will the tagged member's name appear differently in the content? A: Yes, after selecting a member's name, it will be displayed in the content highlighted as a tag, making it distinguishable from the rest of the textQ: Who can I contact if I face issues with the tagging feature? A: If you experience any challenges or have further questions about the tagging feature, please reach out to support team for assistance </s>
<s>[INST] Inbound Call Routing - Explained [/INST] TABLE OF CONTENTS FAQs: 1How would we know which Twilio number the contact call if we have more than one Twilio number? 2How to check if the Twilio number is assigned to a user? 3How to check if the contact/lead inbound call number is assigned to a user? 4If you already checked, no Twilio number is assigned to the users, no forwarding number configured, the call still forwards, why? 5What happens if I don't configure any forwarding numbers? 6Can I configure the Twilio number to go to a voicemail directly? 7I always want calls to forward to one number no matter what, how do I set this up? 8When we call the Twilio number, it disconnects right away, and it won't even ring, we already reset and bought a new number but it's still showing the same issue? Where do calls go when a lead calls back? Incoming Call to a Twilio number 1Is the Twilio number that the contact called assigned to a user? ✅ Yes Forward to the Twilio number assigned user's phone number ❌ No ❌ 2Is the contact/lead calling the Twilio number assigned to a user? ✅ Yes Forward to the assigned user's phone number ❌ No ❌ 3Does the Twilio number called have a forwarding number set? ✅ Yes Forward to the number in Twilio number's forwarding field ❌ No ❌ 4Is there a number in the Company Phone field in the Business info tab on the location settings page? ✅ Yes Forward to the number in Business Info tab > Company Phone field FAQs: 1How would we know which Twilio number the contact call if we have more than one Twilio number? Go to Reporting -> Call Reporting -> Double-click the specific date that the contact call Click Filters, Filter Direction to Inbound Once it is filtered, click the arrow on the right to expand more information Check Call flow to see which Twilio number they called 2How to check if the Twilio number is assigned to a user? Once you are in the sub-account, Click Settings at the bottom left: 1Click on My Staff 2Click on Edit (pick any one user to edit) Expand Call & Voicemail Settings Once you click the Select Twilio Number dropdown If it says Twilio number (already assigned to another user) and you don't know which user it is, the only way to check will be to Edit each user to Expand Call & Voicemail Settings section to find out which user the Twilio number is assigned toIf you see a Twilio number like this, e.gmy Twilio number is (778) 907-0712 That means all calls to the assigned Twilio number (778) 907-0712 will be routed to this user's phone numberEven if the lead is assigned to another user, inbound calls will always always always go to the user's phone numberCheck what the user phone number is > Expand User Info in the first section to check the user phone numberIf there's no user phone number, it will fall back to the forwarding number set in phone number settings3How to check if the contact/lead inbound call number is assigned to a user? Once you are in the sub-account, Click on Contacts Lookup the phone number of the contact who called the Twilio number on the top right Quick Search box Click on the contact Check if the contact is Assigned to any users on top If it's assigned to User A, all inbound calls will go to User A But if the Twilio number that the contact dialled is assigned to user B already - 1st priority where the Twilio number is assigned to the user (How to check), all inbound calls will go to User B even if the contact is assigned to User A4If you already checked, no Twilio number is assigned to the users, no forwarding number configured, the call still forwards, why? Please check if there's a company Phone set in Business Information > Company Phone 5What happens if I don't configure any forwarding numbers? The call will drop immediately after we call the Twilio number6Can I configure the Twilio number to go to a voicemail directly? You can configure the Voicemail For Company And For UsersOne way might be to get a Google voice number with the voicemail configured and put it in the forwarding numberSet the incoming call timeout to 1 second so it will drop the call faster in 2-3 ringsOr you can assign the Twilio number to a user and receive Inbound Calling on Mobile APP7I always want calls to forward to one number no matter what, how do I set this up? You can set up a new user, and assign the Twilio number to the userAll the calls will always go to that user's phone number8When we call the Twilio number, it disconnects right away, and it won't even ring, we already reset and bought a new number but it's still showing the same issue? Edit the Twilio number and check if there are any custom values set up in the whisper messageBroken custom values will affect incoming calls and cause it to dropAnother possible reason is that the Twilio number might not be voice capableIn this article How to check logs for a specific Call in Twilio, it will navigate how to also check the Twilio number's capabilities9Can we do call forwarding with an extension? Only when a Twilio number is assigned to usersThere’s an extension field next to user's phone numberAll the calls will always go to that user's phone numberScenario: A lead receives a SMS or call from a HighLevel campaignThe lead calls back the number they see on their caller ID, which is the phone number originally setup with Twilio (seen in Settings -> Phone Numbers)Where does the call go? Company Phone (First Layer): If there is no Call Forwarding Number and the lead is not assigned to a specific user via a user assigned campaign..the call will be forwarded to the Company PhoneTo update the Company Phone follow the steps below: Click Settings on the client viewClick CompanyUpdate the number found in the Company Phone fieldClick Update CompanyCall Forwarding Number (Second Layer): If there is a Call Forwarding Number and the lead is not assigned to a specific user via a user assigned campaign..the call will be forwarded to the Call Forwarding NumberTo update the Call Forwarding Number follow the steps below: Click Settings on the client viewClick Phone NumbersUpdate the Call Forwarding Number of the selected default outbound numberClick SaveUser Phone (Third Layer) If the lead is assigned to a user via a user assigned campaign..the call will be forwarded to the User PhoneTo update the User Phone follow the steps below: Click Settings on the client viewClick Team ManagementClick Edit for the user who was assigned the leadUpdate the Phone fieldClick Save </s>
<s>[INST] How-to Send RSS Email Campaign(s) [/INST] IntroductionRSS enables you as a business owner to deliver updates and newly published blog content via emailAnd, rather than sending an email every time a blog is published—which may annoy your user base—you can send periodic RSS emails or newsletters that provide an overview of blog content those user base may have missed out onWhat is RSS? Creating an RSS email Pre-sending ChecklistFAQ Why are there multiple entries of the RSS Campaign in the List? I would like to edit the copy of the RSS Campaign, is it possible? I don't want the statistics to get affected How can I reschedule RSS email campaign? What is RSS? RSS is an acronym that stands for "Really Simply Syndication"An RSS feed makes it easy for customers to receive updates and view a curated range of content in one placeBut what is an RSS email? In the Email Marketing, when you create an RSS email, there will be the option to select the template, design the content, and choose the settings of adding receipt and delivery method as RSS Scheduling for daily, weekly and moreNote: -To send an email, make sure that you've created an email template to send campaign -To send an email, make sure that you have verified the domain to send email RSS Setup Documentation - https://help.gohighlevel.com/support/solutions/articles/48001201780-rss-blocks-in-email-builder Creating an RSS email To create an RSS email, follow these steps1Click the Create Campaign 2Next Step is to select the Email Template which you would like to create a Marketing Email CampaignThere is a preview option to check the template3Whether you're an expert or a novice in email marketing, Email Builder gives you tools to design beautiful campaignsNow it will take to the builder, where you'll design your content and place the necessary elements for campaignsYou need to click on Send or Schedule4Email builder is designed to let you work on the different parts of your email in the order you choose, and review everything at once before you send itYou need to click on Send or SchedulePre-sending ChecklistThere are a few things left to do before sending the RSS email campaignStep 1: Add your recipients in the To section by choosing email(s) or smartlist(s)Step 2: Add your email address in the From sectionStep 3: Add your name in the Name section (Optional) Step 4: Add your subject line in the Subject sectionStep 5: Add your Preview text in the Preview section(Optional) In the "Sending options" located on the left of the image above, select "RSS option" and complete the steps below Step 6: The next thing is to select the option of RSS in the delivery methodStep 7: Your RSS Feed URL Step 8: Choice of Daily, Weekly, and Monthly Step 9: The time when the RSS Email campaign is to be sent out Step 10: Uncheck the day's from the week when you don't want to send the RSS Email Campaign It will highlight the next execution date and time with time zone tooPlease Note: - Please check the details of the execution date, time, and time zone before scheduling! - There will be an option to delete or reschedule the email campaignIf the user wants to reschedule the campaign, they can click reschedule and set the date-time of the campaign- The reschedule will be allowed before one hour of sending the email campaignFor example if the schedule date is 11 AM EST, it will allow us to reschedule till 10 AM EST- There will be RSS Email Campaign has pause option will be availableFAQ Why are there multiple entries of the RSS Campaign in the List? Yes, there will be multiple RSS Campaign entries with each showing the details of statisticsI would like to edit the copy of the RSS Campaign, is it possible? I don't want the statistics to get affected Yes, you can edit the copy of the Ongoing RSS Campaign by clicking Update Email ContentOnce you edit the copy before the execution date, please click save editsNote: It is not necessary for the copy will get updated but we try to update before the execution queue initiate in the serverHow can I reschedule RSS email campaign? Rescheduling of Email Campaign is possible for Simple Schedule, Batch Schedule, and RSS Schedule before one hour (60mins) ahead of the execution dateThe user will be required to visit the Marketing > EmailPlease visit the Email Campaign tab, it will have a list of Email Campaigns listed with Simple Schedule, RSS Schedule and Batch Schedule which can be rescheduled before one hour of execution date/timeIn the action button, there will be the option of Reschedule CampaignThe user can make the changes to the details of the Schedule and change the delivery modelOnce the changes are done, the user is required to mark it as the rescheduled campaign to save the settings </s>
<s>[INST] How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows [/INST] In Business Suite, you can export a file that contains the information that people submit through your Instant FormYou can also download this data from Ads Manager, request it through the API or access it through an integrated CRM systemWe recommend that you download your leads data directly from Business Suite if you don’t have a CRM system integrated with FacebookTo download leads data from Business Suite: Go to Business SuiteClick More Tools from the menuClick Instant FormsClick Download next to the form with the leads you want to exportChoose how you want to download your leads: Click Download New Leads if you only want to export the leads that you’ve received since the last time you downloadedClick Download by Date Range if you want to download all the leads you’ve received during a certain time periodAfter you select this option, choose the preferred date range and click DownloadA window appears with your form informationClick CSV to download the leads data in your preferred file typeNote: You have 90 days from the time a lead submits their form to download their informationLeads expire after 90 daysWe recommend that you export your leads data regularlyWhen you download your file, if you don't see an Ad ID or Ad Set ID field, it may be because: The lead was generated via organic reachThe lead was submitted via an ad previewYou don’t have advertiser privileges on the ad account that created the lead ad campaignTo troubleshoot your file download: If you can’t download your leads file: Check with your Business Manager admin to see if they’ve customized access permissions in Leads Access ManagerIf they haven’t customized permissions, reach out to your Facebook Page admin to give you the correct accessBefore customization, only Facebook Page admins can download leadsIf they’ve customized permissions, make sure they’ve given you the correct accessAfter customization, only people assigned access permission can download leadsTo Import The Leads Into HighLevel: (New UI) Navigate to Contacts and click the Import Contacts Bulk Action Select your CSV file and click Next Map the fields from your Facebook Lead Form to your HighLevel fields and click the Next button On the Details tab, click the Advanced dropdown, add a tag for these leads (optional), and toggle on "Add To Workflow/Campaign" and select the Workflow or Campaign that you'd like to add the leads from the CSV to (Old UI) Navigate to Contacts and click the Import Contacts Bulk Action Select your CSV file and click Next Map the fields from your Facebook Lead Form to your HighLevel fields and click the Next button Review the sample data and click Continue Select your Duplication Strategy Select or create a tag to be applied to everyone in the CSV In filters, type tag, then select the tag you created in the previous step Select all the contacts Click the "Add To Campaign/Workflow" Bulk Action Click Proceed then select the Campaign/Workflow from the dropdown, give the action a name, then click the "Add to Campaign/Workflow" button </s>
<s>[INST] Multiple recipient support on Documents & Contracts [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Businesses will now be able to send as well as assign signature elements to multiple recipients instead of a single recipient inside the document This also includes the functionality to assign the signature to the business user who is sending the document as well Each recipient will receive a unique link that will allow them to sign only their respective portion of the document Any recipient who has a signature field associated with them will be referred to as Signer and any contact that has been added to the document but does not have any signature field associated with them will be referred to as CC recipient The signed PDF copy of the document along with the signature certificate will be generated after all the participants have signed/accepted the document The signature certificate will capture information like IP address, location, viewed and signed date and time for all recipients who will sign the document By default, the first added recipient will be treated as the Primary recipient of the document. This means that any custom fields will be populated according to the primary recipient's info and an invoice will also be created for the primary client after the document has been accepted/signed by all parties </s>
<s>[INST] List of all outgoing system generated emails [/INST] List of all outgoing system emails Sub-Account/ Location Level New Appointment Request How to disable "New Appointment Requests" for assigned users within Group Calendars How to disable "New Appointment Requests" in Unassigned Calendar Appointment Review Request Email & SMS - [Can be disabled] Social Planner Reconnect expired token notification email - [Can be disabled] New Review Email (Can be disabled) Agency Level Reset Password Verification Code Email New User Email Notification Payment Failed For The Client New YEXT Sale Internal Email Sub-Account/ Location Level New Appointment Request The "New Appointment Request" notifications are sent from the Unassigned Calendar and the Group CalendarHow to disable "New Appointment Requests" for assigned users within Group Calendars Locations Settings > Calendar Settings > Open Calendar > Click on tab 3Confirmation tab > Save How to disable "New Appointment Requests" in Unassigned Calendar Locations Settings > Calendar Settings > Open Calendar > Click on tab 3Confirmation tab > Remove email(s) > Save Please Note: If the calendar settings for auto confirmation and send appointment alert emails is enabled, appointment owners will receive appointment request emailsThe developers are working on deploying a fix schedule for the next calendar updateAppointment Review Request Email & SMS - [Can be disabled] Please Note: When sending a review request, the person who is signed in will be the one listed as the sender of that messageIf you are looking to send a review request from the contacts assigned user, please use the Workflows action "Send Review Request" to send a request on behalf of the assigned userSocial Planner Reconnect expired token notification email - [Can be disabled] Please Note: When sending a email notification, the person who is signed in will be the one listed as the sender of that messageNew Review Email (Can be disabled) Invoice payment attempt failed for the end customer: Invoice payment successful by end customer: Error in auto payment of a recurring template: Skipping auto payment because the amount was manually updated for the invoice: End customer: Invoice is received: Payment for an invoice is successful: Payment attempt for an invoice has failed: Upcoming auto payment information: Auto payment failed for a recurring template: Agency Level Reset Password Verification Code Email New User Email Notification Notify the agency when a user is added to an agency account or a location Notify location when a user is added to a new account (location) Notify a new user with a username & password when their account is created Notify the agency when a new SaaS Sale happens Notify the location after they sign up for SaaS Payment Failed For The Client New YEXT Sale Internal Email </s>
<s>[INST] How to Decouple Owners for Contacts and Opportunities [/INST] With this new feature, you can now have separate owners for contacts and opportunities in your system. This flexibility allows for more nuanced management and delegation of responsibilities within your organization. TABLE OF CONTENTS Enabling the Feature Functionality How It Helps Enabling the Feature To enable this feature, follow these steps: Navigate to Settings. Find the "Allow different owners for contacts and its opportunities" option. Toggle the setting to "On." Functionality Both contacts and opportunities can have different owners once the toggle has been turned on. Default Opportunity Owner: When creating a new opportunity, the default owner will be the same as the contact owner. However, this can be updated as needed to reflect the appropriate ownership. Workflow Action (Coming Soon): Stay tuned for an upcoming workflow action that will enable further customization and automation with this feature. Subsettings: There are two additional subsettings available - Allow updating the contact follower based on the opportunity owner change: Enable this setting to automatically update the contact follower when the opportunity owner is changed. Allow updating the opportunity follower based on the contact owner change: Enable this setting to automatically update the opportunity follower when the contact owner is changed. How It Helps Improved Customization: Tailor ownership settings to match your organization's specific structure and workflows. Efficient Communication: Automatically update followers based on ownership changes, ensuring seamless communication and collaboration. With the ability to decouple owners for contacts and opportunities, you have greater control and flexibility in managing your CRM. </s>
<s>[INST] How to use the client's own Twilio account for the location? [/INST] In an event where your client sign up for their own Twilio account, here's how to use the client's own Twilio account for the location: 1. Go to the Agency view > Settings > Phone System https://app.gohighlevel.com/settings/phone_system 2. If the location already has a Twilio SID generated, we can click Update Credentials by clicking the three dots on the right to delete the connection: 3. If the account SID and auth token provided by your client is a Twilio Subaccount, you can then replace the Account SID and auth token here. If the account SID and auth token provided by your client is a Twilio Master account, it's best to integrate with the subaccount. How to create a subaccount inside Twilio: https://console.twilio.com/ 1. Click the Account dropdown on the top right > Subaccounts 2. Click on Create subaccount 3. Type the location company name here and click Create subaccount Once the subaccount is created, click the Account Name to go inside the subaccount. 4. Copy the Account SID and auth token to the HighLevel Twilio settings: Please reach out to Twilio support to help move the numbers if the number was in the master Twilio account: https://support.twilio.com/hc/en-us/articles/223135327-Moving-Twilio-Phone-Numbers-to-another-Twilio-project </s>
<s>[INST] Legacy Membership To Client Portal Migration [/INST] This article talks about migration from Legacy membership to Client Portal TABLE OF CONTENTS Client Portal FAQs Legacy Membership FAQs Client Portal FAQs What are the benefits of using client portal? The client portal provides access to a wide range of features, including courses, communities, affiliates, and more, all within a single platform and using the same login credentials Will my users need to create a new account if I transition to the client portal? The user can continue to use legacy membership credentials even inside the new client portal. Are all the features from the legacy memberships available in the new client portal? Users can access all the features of legacy memberships in new client portal, additionally they will also have enhanced experience with new features like notifications, A mobile App, Subscription Management and many more coming Legacy Membership FAQs What is Legacy membership? The traditional method of managing membership courses, known as legacy membership, provides learners with a platform to log in and access course materials. In contrast, the client portal offers a broader range of functionalities, including access to courses, communities, subscription management, and more Will my Membership PWA work with new client portal ? While the old PWA won't be compatible with the new client portal, we are excited to announce that a brand-new native mobile app is currently in development and will be fully supported within the client portal. Additionally, this mobile app will offer white-labeling options for each sub-account. To Migrate from Legacy Membership to client Portal Go to Memberships -> Settings -> Site Settings. Please follow the onscreen instructions carefully before migrating to ensure smooth transition </s>
<s>[INST] Highlevel Security and Compliance Overview [/INST] Covered in this Article: Introduction Our Company and Products HighLevel Security and Risk Focus Our Security and Compliance Objectives HighLevel Security Controls Infrastructure Security Cloud Hosting Provider Network and Perimeter Conﬁguration Management Logging Alerting and Monitoring Application Security Web Application Defenses Development and Release Management Vulnerability Management Customer Data Protection Data Classiﬁcation Tenant Separation Encryption Key Management Data Backup and Disaster Recovery System Reliability and Recovery Back up Strategy System Backups Physical Backup Storage Backup Protections Customer Data Backup Restoration Identity and Access Control Product User Management Product Login Protections HighLevel Employee Access to Customer Data Access to Production Infrastructure Access to Customer Portals Corporate Authentication and Authorization Organizational and Corporate Security Background Checks and Onboarding Policy Management Security Awareness Training Vendor Management Endpoint Protection Compliance Sensitive Data Processing and Storing Privacy Data Retention and Data Deletion Privacy Program Management Breach Response GDPR Document Scope and Use Contact Us Introduction Our Company and Products Developed for agencies by an agency, HighLevel's goal is to help marketing professionals and agencies reach and surpass their benchmarks for successWe believe in enhancing automation, improving communication, and boosting scalability in a consumer-friendly way, and we consistently provide future-embracing updates that exemplify these prioritiesSince its inception in 2018, HighLevel has continuously grown exponentially, increasing the impact created on the tech community and the SaaS industryAt HighLevel, we measure our success by the successes of our customers and therefore prioritize optimizing our offerings in order to meet their needsOur AI-powered all-in-one sales, marketing, and customer relationship management (CRM) platform offers numerous features that are essential to agencies and marketersThis expansive software solution provides limitless opportunities for our customers to set lofty sales goals and actually achieve them while being supported by our team of expertsWe also encourage our customers to rebrand our platform as their own, truly offering agencies and marketers everything they need to scale beyond what they ever thought possible for themselves, their businesses, and their clientsHighLevel Security and Risk Focus HighLevel’s primary security focus is to safeguard our customers’ dataHighLevel has invested in the appropriate controls to protect and service our customersThis investment includes implementing dedicated corporate, product, and infrastructure security programsOur Legal Team, in partnership with other departments, oversees the implementation of these programsOur Security and Compliance Objectives We have developed our security framework using best practices for the SaaS industryOur key objectives include: Customer Trust and Protection: deliver superior products and services while protecting the privacy and conﬁdentiality of data Availability and Continuity of Service: ensure availability of the service and minimize risks to service continuity Information and Service Integrity: make sure that customer information is never corrupted or altered inappropriately Compliance with Standards: aim to comply with or exceed industry standard best practicesHighLevel Security Controls In order to protect the data that is entrusted to us, HighLevel utilizes layers of administrative, technical, and physical security controls throughout our organizationThe following sections describe a subset of our most frequently asked questions about controlInfrastructure Security Cloud Hosting Provider HighLevel does not host any product systems or data within its physical ofﬁcesHighLevel outsources hosting of its product infrastructure to leading cloud infrastructure providers such as Google Cloud Platform Services and Amazon Web ServicesOur product infrastructure resides in the United StatesWe place reliance on Google’s and AWS’s audited security and compliance programs for the efﬁcacy of their physical, environmental, and infrastructure security controlsGoogle provides a monthly uptime percentage to customers of at least 99.5%You can ﬁnd more information about the controls, processes, and compliance measures implemented by Google on their publicly available Compliance Resource CenterAWS guarantees between 99.95% and 100% service reliability, ensuring redundancy to all power, network, and HVAC servicesThe business continuity and disaster recovery plans for the AWS services have been independently validated as part of their SOC 2 Type 2 report and ISO 27001 certiﬁcationAWS’s compliance documentation and audit reports are publicly available at the AWS Cloud Compliance Page and the AWS Artifacts PortalNetwork and Perimeter The HighLevel product infrastructure enforces multiple layers of ﬁltering and inspection on all connections across our web application, logical ﬁrewalls, and security groupsNetwork-level access control lists are implemented to prevent unauthorized access to our internal product infrastructure and resourcesBy default, ﬁrewalls are conﬁgured to deny network connections that are not explicitly authorizedChanges to our network and perimeter systems are controlled by standard change control processesFirewall rulesets are reviewed periodically to help ensure that only necessary connections are conﬁguredConﬁguration Management Automation drives HighLevel’s ability to scale with our customers’ needs and rigorous conﬁguration management is baked into our day-to-day infrastructure processingThe product infrastructure is a highly automated environment that expands capacity as neededAll server conﬁgurations are embedded in images and conﬁguration ﬁles, which are used when new containers are provisionedEach container includes its own hardened conﬁguration and changes to the conﬁguration and standard images are managed through a controlled change pipelineServer instances are tightly controlled from provisioning through deprovisioning, ensuring that deviations from conﬁguration baselines are detected and reverted at a predeﬁned cadenceIn the event that a production server deviates or drifts from the baseline conﬁguration, it will be overwritten with the baseline within 30 minutesPatch management is handled using automated conﬁguration management tools or by removing server instances that are no longer compliant with the expected baselineLogging Actions and events that occur within the HighLevel application are consistently and comprehensively loggedThese logs are indexed and stored in a central logging solution hosted in HighLevel’s cloud environmentSecurity relevant logs are also retained, indexed, and stored to facilitate investigation and response activitiesThe retention period of logs depends on the nature of the data loggedWrite access to the storage service in which logs are stored is tightly controlled and limited to a small subset of engineers who require accessAlerting and Monitoring HighLevel invests in automated monitoring, alerting, and response capabilities to continuously address potential issuesThe HighLevel product infrastructure is instrumented to alert engineers and administrators when anomalies occurIn particular, error rates, abuse scenarios, application attacks, and other anomalies trigger automatic responses or alerts to the appropriate teams for response, investigation, and correctionMany automated triggers are also designed to immediately respond to anomalous situationsFor example, trafﬁc throttling, process termination, and similar functions are triggered at predeﬁned thresholdsApplication Security Web Application Defenses All customer content hosted on the platform is protected by ﬁrewall and application securityThe monitoring tools actively monitor the application layer and can alert on malicious behavior based on behavior type and session rateThe rules used to detect and block malicious trafﬁc are aligned to the best practice guidelines documented by the Open Web Application Security Project (OWASP), speciﬁcally the OWASP Top 10 and similar recommendationsProtections from Distributed Denial of Service (DDoS) attacks are also incorporated, helping to ensure customers’ web sites and other parts of the HighLevel products are continuously availableDevelopment and Release Management HighLevel optimizes our products through a modern continuous delivery approach to software developmentNew code is regularly deployedCode reviews, testing, and merge approval is performed before deploymentStatic code analysis runs regularly against code repositories and blocks known misconﬁgurations from entering the code baseApproval is controlled by designated repository owners and once approved, code is automatically submitted to HighLevel’s continuous integration environment where compilation, packaging and unit testing occurDynamic testing for security vulnerabilities is performed periodically against our applicationsNewly developed code is ﬁrst deployed to a dedicated and separate QA environment for the last stage of testing before being promoted to productionNetwork-level and project-level segmentation prevents unauthorized access between QA and production environmentsAll code deployments are automated and in case of failures, the changes can be revertedThe deploying team manages notiﬁcations regarding the health of their applications and if a failure occurs, rollback processes are immediately engagedWe use extensive software gating and trafﬁc management to control features based on customer preferences (private beta, public beta, full launch)HighLevel features seamless updates and, as a SaaS application, there is no downtime associated with releasesMajor feature changes are communicated through in-app messages and/or product update postsVulnerability Management The HighLevel team manages a multi-layered approach to vulnerability management, using a variety of industry-recognized tools and threat feeds to ensure comprehensive coverage of our technology stackVulnerability scans are conﬁgured to scan for vulnerabilities on a regular basis, using adaptive scanning inclusion lists for asset discovery as well as the latest vulnerability detection signaturesWe perform annual penetration tests against our applications and infrastructures to identify vulnerabilities that may present security related risksRelevant ﬁndings are assessed, and mitigations are prioritized accordinglyCustomer Data Protection Data Classiﬁcation Per the HighLevel’s Terms of Service, our customers are responsible for ensuring they only capture appropriate information to support their marketing, sales, services, content management, and operations processesThe HighLevel products should not be used to collect or store sensitive information, such as credit or debit card numbers, ﬁnancial account information, Social Security numbers, passport numbers, ﬁnancial or health information except as otherwise permittedTenant Separation HighLevel provides a multi-tenant SaaS solution where customer data is logically separated using unique IDs to associate data and objects to speciﬁc customersAuthorization rules are incorporated into the design architecture and validated on a continuous basisAdditionally, we log application authentication and associated changes, application availability, and user access and changes are loggedEncryption All data is encrypted in transit with TLS version 1.2, or 1.3 and 2,048 bit keys or betterTransport layer security (TLS) is also a default for customers who host their websites on the HighLevel platformHighLevel leverages several technologies to ensure stored data is encrypted at restPlatform data is stored using AES-256 encryptionUser passwords are hashed following industry best practices, and are encrypted at restKey Management Encryption keys for both in transit and at rest encryption are securely managed by the HighLevel platformTLS private keys for in transit encryption are managed through our content delivery partnerVolume and ﬁeld level encryption keys for at rest encryption are stored in a hardened Key Management System (KMS)Keys are rotated at varying frequencies, depending upon the sensitivity of the data they governIn general, TLS certiﬁcates are renewed annuallyHighLevel is unable to use customer supplied encryption keys at this timeData Backup and Disaster Recovery System Reliability and Recovery HighLevel is committed to minimizing system downtimeAll HighLevel product services are built with redundancyServer infrastructure is strategically distributed across multiple distinct availability zones and virtual private cloud networks within our infrastructure providers, and all web, application, and database components are deployed with a point in time recoveryBack up Strategy System Backups Systems are backed up on a regular basis with established schedules and frequenciesSeven days’ worth of backups are kept for any database in a way that ensures restoration can occur easilyBackups are monitored for successful execution, and alerts are generated in the event of any exceptionsFailure alerts are escalated, investigated, and resolvedData is backed up daily to the local regionMonitoring and alerting is in place for replication failures and triaged accordinglyPhysical Backup Storage Because we leverage public cloud services for hosting, backup, and recovery, HighLevel does not implement physical infrastructure or physical storage media within its productsHighLevel does not generally produce or use other kinds of hard copy media (e.g., paper, tape, etc.) as part of making our products available to our customersBackup Protections By default, all backups are protected through access control restrictions and write once read many (WORM) protections on HighLevel product infrastructure networks, and access control lists on the ﬁle systems storing the backup ﬁlesCustomer Data Backup Restoration HighLevel customers don't have access to the product infrastructure in a way that would allow a customer-driven failover eventDisaster recovery and resiliency operations are managed by HighLevel product engineering teamsIn some cases, customers can use the recycle bin to directly recover and restore contacts, opportunities, custom ﬁelds, custom values, tags, notes, and tasks up to 30 days after they were deletedChanges to web pages, blog posts, or emails can be restored to previous versions of content using version historyFor customers who wish to additionally back up their data, the HighLevel platform provides many ways of ensuring that you have what you needMany of the features within your HighLevel portal contain export options, and the HighLevel library of public APIs can be used to synchronize your data with other systemsIdentity and Access Control Product User Management The HighLevel products allow for granular authorization rulesCustomers are empowered to create and manage the users in their portals, assign the privileges that are appropriate, and limit access as they see ﬁtProduct Login Protections The HighLevel products allow users to login to their HighLevel accounts using the native HighLevel loginThe native login enforces a uniform password policy which requires a minimum of 8 characters and a combination of lower and upper case letters, special characters,, and numbersPeople who use HighLevel’s native login cannot change the default password policyCustomers who use HighLevel’s built-in login are protected by two-factor authentication for their HighLevel accountsPortal administrators may require all users to have two-factor authentication enabledHighLevel Employee Access to Customer Data Access to Production Infrastructure User access to internal data stores and production infrastructure is strictly controlledHighLevel employees are granted access using a role-based access control (RBAC) modelDay to day access is minimized to members of the Engineering team and persistent administrative access is restrictedAdditionally, direct network connections to product infrastructure devices over SSH or similar protocols is prohibited, and engineers are required to authenticate ﬁrst through a bastion host or "jump box" or have assigned IAM role to the resource before accessing server environmentsAccess to Customer Portals By default, Customer Support, Services, and other customer engagement staff can obtain limited access to parts of your HighLevel account to help you with using HighLevelThe HighLevel application also uses a JITA model to grant employees access to a customer’s portal for a limited duration (Portal JITA)Each Portal JITA request is loggedAccess is tied to a speciﬁc customer’s portal for a maximum 24-hour periodHighLevel also utilizes risk-based monitoring to detect unusual Portal JITA activityWhen accessing a portal using Portal JITA, HighLevelers are unable to perform high-risk actions such as: Changing domain or SSO settings Exporting users/contacts Viewing/creating/deleting/rotating private app keys Importing data to the CRM Deleting contacts, companies, deals, and tickets User logins, HighLevel employee access, security activity, and content activity is loggedCorporate Authentication and Authorization Access to the HighLevel company network requires MFAPassword policies follow industry best practices for required length, complexity, and rotation frequencyPassword vaults are in place to manage certain administrative account passwords, and access to the vault is managed through Role Based Access Control or through the JITA processWe have built an extensive support system to streamline and automate our security management and compliance activitiesIn addition to many other functions, we ensure that permission grants are appropriate, employee events are managed, access revocations are timely, change logs are effectively collected, and compliance evidence is preservedEmployee access and permissions to key internal systems are manually reviewed semi-annually to help ensure access granted is necessary for their job functionOrganizational and Corporate Security Background Checks and Onboarding HighLevel employees undergo a third party background check prior to formal employment offersReference veriﬁcation is performed at the hiring manager's discretionUpon hire, all employees must read and acknowledge HighLevel’s Employee Handbook and Code of Conduct which help to deﬁne employee's security responsibilities in protecting company assets and dataPolicy Management To help keep all our employees on the same page with regard to protecting data, HighLevel documents and maintains written policies and proceduresSpeciﬁcally, HighLevel maintains a core Written Information Security Policy, which covers a variety of topics such as data handling requirements, privacy considerations, and disciplinary actions for policy violationsPolicies are reviewed and approved at least annuallySecurity Awareness Training HighLevel employees are required to complete CyberSafety training when they start their employment, and training is made available annually thereafterThe CyberSafety training also includes phishing awarenessVendor Management HighLevel may leverage third party service providers to support the development of our product as well as internal operationsWe ensure that our vendors have appropriate security and privacy controls in place as part of our contractual relationship with themWe also maintain a list of our sub-processors (which may change from time-to-time) within our Data Processing AgreementEndpoint Protection Company issued laptops are centrally managed and are conﬁgured to maintain full disk encryptionWe implement a Mobile Device Management solution that provides a centralized platform for IT administrators to manage and monitor mobile devices in an organizationThis includes conﬁguring device settings, enforcing security policies, deploying apps, and ensuring compliance with corporate policiesCompliance Sensitive Data Processing and Storing Please see our Terms of Service and Privacy Policy for additional information on how and why we process dataPlease note that, while HighLevel customers may pay for services by credit card, HighLevel does not store, process, or collect credit card information submitted to us by customers, and we are not PCI-DSS compliantWe leverage PCI-compliant payment card processors to ensure that our payment transactions are handled securelyPrivacy As described in our Privacy Policy, we do not sell your personal data to third partiesThe protections described in this document and other protections that we have implemented are designed to ensure that your data stays private and unalteredData Retention and Data Deletion Customer data is retained for as long as you remain an active customerCurrent and former customers can make written requests to have certain data deleted, and HighLevel will fulﬁll those requests as required by privacy rules and regulationsHighLevel retains certain data like logs and related metadata in order to address security, compliance, or statutory needsHighLevel does not currently provide customers with the ability to deﬁne custom data retention policiesPrivacy Program Management HighLevel’s Legal Team collaborates with our engineering and product development teams to implement an effective privacy programInformation about our commitment to the privacy of your data is described in greater detail in our Privacy Policy and Data Processing AgreementBreach Response HighLevel will notify customers as required by law if it becomes aware of a data breach that impacts your personal dataGDPR HighLevel aims to provide features that enable our customers to easily achieve and maintain their GDPR compliance requirementsPlease refer to our GDPR page for more informationWhile HighLevel seeks to enable your GDPR compliance efforts, use of the HighLevel product alone does not make you GDPR compliantDocument Scope and Use This document is intended to be a resource for our customersIt is not intended to create a binding or contractual obligation between HighLevel and any parties, or to amend, alter or revise any existing agreements between the partiesHighLevel is continuously improving the protections that we have implemented, so our procedures may be subject to changeContact Us Questions about this document? We want to hear from you! You can reach as at legal@gohighlevel.com </s>
<s>[INST] Workflow Triggers for Communities: Granting and Revoking Group Access [/INST] More Tutorials From the Community https://youtu.be/a-eUIs0QFgw https://youtu.be/sYEpEcT87fE https://youtu.be/1AoquZtYhIs Introduction We've introduced powerful triggers and actions related to group access, allowing you to seamlessly manage and automate group interactions. By leveraging workflow triggers, you can streamline community management and enhance user experience. Granting Group Access Trigger: User Joins the Community Action: Grant Group Access Workflow Steps: Trigger: User joins the Community Action: Grant Group Access Revoking Group Access Trigger: Group Access revoked Scenario: Revoke group access for a user Workflow Steps: Trigger: User Leaves the Community Action: Revoke Group Access Creating Workflows To create a workflow for granting or revoking group access: Navigate to the Workflow Builder Click on "Create a Workflow." Choose the relevant trigger type (e.g., Group access granted or Group access revoked). Configure trigger details and add subsequent steps to grant or revoke group access. Test your workflow to ensure it works as expected. Save and activate your workflow. Best Practices Clearly define the criteria for granting and revoking group access. Test your workflows in a controlled environment before activation. Regularly review and update workflows based on community dynamics. </s>
<s>[INST] How to schedule and send email reports to your sub-accounts? [/INST] Keep your sub-account admins and users empowered and updated with their account performance by sending them daily, weekly, or monthly reportsPlease Note: This feature is only available on the Pro Plan ($497/month , $4970/year) Covered in this Article What is a Report Scheduler, and what benefits does it bring? What reports are sent using the Report Scheduler feature? How to schedule? When are reports delivered? Where can I see the report summary? What is a Report Scheduler, and what benefits does it bring? Report Scheduler is a feature that helps Agency Owners schedule email reports for their clients daily, weekly, or monthly to help them track their performance and statistics (sub-accounts)It also tracks the post-report delivery activityThe Report Scheduler offers several benefits for Agencies and their sub-account admins and users, making it a valuable tool for staying informed and empoweredThese benefits include: Automation: The Report Scheduler automates sending reports, eliminating the need for manual intervention and saving time for businesses and their sub-account adminsCustomization: Users can configure the frequency, date, and time for report delivery, ensuring that the recipients receive relevant and up-to-date information at the desired intervalsConsistent Updates: By sending reports on a daily, weekly, or monthly basis, sub-account admins and users stay informed about their account performance, allowing them to make data-driven decisions and track progressCentralized Information: The Report Scheduler consolidates information from various dashboards, providing a comprehensive view of account performance in a single, easy-to-digest reportImproved Communication: By sending scheduled reports to sub-account admins and users, businesses foster better communication and collaboration within their teams, ensuring everyone is on the same page regarding account performanceEnhanced Engagement: Regularly receiving reports can help keep sub-account admins and users engaged with their accounts, encouraging them to stay proactive and take necessary actions to improve performanceEasy Monitoring: The Report Scheduler allows businesses to monitor post-report delivery activity, such as open rates and click-through rates, providing insights into how recipients engage with the reports and identifying areas for improvementWhat reports are sent using the Report Scheduler feature? These reports include the following dashboards: Users Contacts Outreach Submissions SMS Appointments Deal Overview Email Tasks overdue Conversation Unread - Conversations that haven't been read yet Missed - Conversations that were not responded to within the first 5 minutes of them reaching out How to schedule? Reports can be sent by navigating the Agency Sidebar> Sub Accounts> Clicking on ReportsClick on the Schedule button in the top right cornerAdd the 'Email Subject' for the email report along with the other configurations and hit 'Schedule.' Please Note: Multiple Test Emails can be entered by dropping in a comma and a space in betweenOnce you hit Schedule, it will ask you whether you want to schedule the same email reports for other sub-accounts: If you toggle it on, it will ask you which sub-accounts you want to enable it forOnce you confirm that, it will show you a popup showing the names of the location where the same schedule was enabledPlease Note: When you enable this report for other sub-accounts, this email will be scheduled to the configured business email of that sub-account (Settings> Business Profile> Business Email) It will also be scheduled to be sent to the adminsIf you want to add or remove any recipients, you need to go to the Reports view of that sub-account and 'Edit Schedule' How to pause a scheduled report? If you want to pause the report for a sub-account, click on the icon next to the 'Edit Schedule' buttonEmails won't be sent to any receipts when the report schedule is pausedWhen are reports delivered? When you schedule a report, you are asked to pick the following: I) Frequency II) Date III)Time Frequency: This defines the frequency at which Daily Weekly Monthly Date: This defines the date from which the report delivery will start Time: This defines when the report will reach the recipients' inboxesThe report will get delivered in the sub-accounts timezoneWhere can I see the report summary? Scroll to the bottom of your Report screen to see the email-ids to which the email report was sent </s>
<s>[INST] Products With Payment Plans + Authorization [/INST] </s>
<s>[INST] How to create invoices in HighLevel (Mobile App) [/INST] Overview How to create a new invoice How to edit your invoice info How to add taxes to your invoice How to add a discount to your invoice How to send your invoice How to check the status of your invoices Overview You can now send invoices to your customers/clients using the products that you have created in your sub-accountHow to create a new invoice Click on the three lines in the top left of the app and select the Invoicing Tab Click on the button "+" and start creating a new invoiceNote: Add Global terms of services/notes by clicking on the gear wheel icon in the top rightYou can also do this for the individual invoice in the third "Terms" step: How to edit your invoice info Step 1: When you begin creating an invoice you will first add the client and edit the Issue and Due datesNote: On mobile, you cannot edit the "from info", image, or invoice number at this timeStep 2: Click The "+Add Item" to add the products that you have created on your products tabYou can also create a new product hereStep 3: Once you add the product it will allow you to edit the price and quantityHow to add taxes to your invoice You can select "Taxes" on the "add item" page then select the checkbox next to your taxable optionsOr you can select the "+ Add Taxes" button on the "Edit Item" page and select the same optionsHow to add a discount to your invoice You can add a discount to this invoice by clicking on the "discount" tab and adjust it using the sliderHow to send your invoice Step 1: Once you preview the invoice now you can send that to your client using the buttons at the bottomTest invoice on the left or send live invoice on the rightStep 2: You can send the invoice through email and/or text as you want hereHow to check the status of your invoices Step 1: Go to the Invoicing tab where you will see the list of invoices and they will be color-coded for the statuses Draft, Due, and OverdueStep 2: You can search invoices or filter the invoices by status and date range as wellNotes: There is no transaction tab in mobile </s>
<s>[INST] Industry Playbook - Hair/Nail Salon [/INST] The roadmap for growing a local Hair/Nail Salon online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into patrons. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Hair/Nail Salon owner’s website. Integrate the Hair/Nail Salon owner’s Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Hair/Nail Salon owner's 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 Hair/Nail Salon owner often sends to people. Activate Conversation AI so the Hair/Nail Salon owner 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 Hair/Nail Salon owner can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Hair/Nail Salon owner can easily send out news, updates, and promotions to their contacts. </s>
<s>[INST] Affiliate Manager - How to Switch from FirstPromoter to Affiliate Manager? [/INST] In this article, we will cover how to export your affiliate list from FirstPromoter. How to export your affiliates from FirstPromoter Step 1: Inside the FirstPromoter dashboard click on the 'Promoters' section > Click on the 'Export' button highlighted in red below Step 2: Once the export is complete. Please format your file to match the supported import format and download it as a CSV. (CSV Support Format Example) Step 3: Import your Affiliate CSV into the Affiliate Manager: How to Add or Upload Affiliates inside the Affiliate Manager Once the affiliates are uploaded into the CRM, you may now create Affiliate Campaigns using the 'Add' button or 'Edit' an existing campaign. Related Articles: Affiliate Manager - Getting Started with the Affiliate Manager (Overview) Affiliate Manager - (Step 1) How to Set Up your Affiliate Management Funnel with Products Affiliate Manager - (Step 2) How to Manually Add or Bulk Upload Affiliates How to automatically add, remove, and update an Affiliate using Workflows Affiliate Manager - (Step 3) How to Set Up Your First Affiliate Manager Campaign Affiliate Manager - (Step 4) How to Manage Affiliate Payouts </s>
<s>[INST] Affiliate Payouts: Where, How, When Can I Get Paid? [/INST] Covered in this Article: Tipalti is a more robust payment system! New Payment Methods: A quick onboarding experience: A “one-stop shop” for your payments: What You Need To Do Next How do I set up Tipalti? Haven’t received your payment yet? FAQ Q: Can I use a different payment processor/method other than Tipalti? Q: Where can I learn more about Tipalti? Q: Is there a login portal for Tipalti? Q: What are the payout dates? Q: I got an email from Tipalti saying my setup was completeCan you confirm? Q: I got a commission of $30 but I don't see that as a payout I am getting? Errors you may encounter when setting up Tipalti/Tax Forms/Affiliate Portal I have had a pending payment that looks to be stuck on my dashboardCertificate of No US Activities Tipalti is a more robust payment system! Tipalti is a leading global payment automation service which is our new, sole payment system effectiveTo ensure a smooth transition onto the new payment platform, here is what you should expect: New Payment Methods: For US-based affiliates: Direct Deposit, PayPal, or Debit Card For International affiliates: ACH Transfers, PayPal, or Debit Card A quick onboarding experience: The account can be set up in minutes The registration process allows you to choose and set up your preferred payment method In-app ability to complete required tax forms A “one-stop shop” for your payments: Instant access to your payment status and history Ability to make changes to your payment method What You Need To Do Next All affiliates have already received an email invitation to register for an account with TipaltiThe 3-step registration process will walk you through everything necessary to be compliant with being paid as an affiliate! If your current link is expired, or have any questions please reach out to affiliatepayments@gohighlevel.com The quick account set-up process must be completed by January 14th in order to receive payments for your January commissionsRefer to the “FAQs” on the registration process and tax formsPlease note that full transition to the Tipalti payment platform is mandatory for all affiliatesWe are excited to offer you a more robust payment system! As always, we are dedicated to providing the highest level of service in order to make this transition as smooth as possibleHow do I set up Tipalti? There are a few ways you can set up TipaltiA.) If you do not have an active HighLevel account, send an email to affiliatepayments@gohighlevel.com and request a Tipalti set-up link! B.) If you have an Active HL subscription you can set up Tipalti within the Affiliate Portal! 1Click on Affiliate Portal 2Click on Payment Details 3Fill out your Tipalti setup Information! Please Note: These details are viewable with anyone with agency admin permissionsIf you do not want other agency users to see this information swap them to an agency user roleAgency Settings > Agency Team management(Team)> Edit user > User roles Haven’t received your payment yet? There are a few reasons why this may be happening(1) Your Payout Method isn’t Up To Date (2) It’s not one of our payout dates (3) We made a mistake! Take a look at the FAQ for tips on how to ensure your affiliate account is set up and ready to receive paymentsFAQ Q: Can I use a different payment processor/method other than Tipalti? A: As of now all Payouts are through TipaltiYou must set up Tipalti in order to choose your payment method and start receiving Affiliate payoutsQ: Where can I learn more about Tipalti? A: You can check out their website here at tipalti.com or check out our short Tipalti introduction FAQ Q: Is there a login portal for Tipalti? A: Yes, https://suppliers.tipalti.com/highlevel/Account/Login Q: What are the payout dates? A: We approve and send all payments on the 15th of each month for all commissions earned the previous monthIf you already have Tipalti set up and your payment status is "submitted" then it's on the wayDepending on your payout method, you should see the payment in 1-3 daysQ: I got an email from Tipalti saying my setup was completeCan you confirm? A: We can! Send an email to our team at affiliatepayments@gohighlevel.com or open a support ticket and we can check this out for youQ: I got a commission of $30 but I don't see that as a payout I am getting? A: There is a $50 minimum for a payout to be sent outAs soon as your total commissions accrued is higher than $50 you will receive a payout! Errors you may encounter when setting up Tipalti/Tax Forms/Affiliate Portal 1EIN error/ Invalid EINIf you get an email or an error in your affiliate portal your EIN is invalid1.) Try to log in to the Tipalti https://suppliers.tipalti.com/highlevel/Account/Login and see if you can update your EIN/tax forms, and revalidate the information you have on file2.) You can also login into your affiliate portal in your HL account and re-enter your EIN under Payment Details > Tax Forms3.) If your EIN validation is still failingSend an email to affiliatepayments@gohighlevel.com or make a support ticket and we will be able to look into this for youBe sure you give us your Affiliate email/Referal link in the ticket2Request Failed with Status code 400 Please note: Create a support ticket through our portalBe sure to include your affiliate email and your referral link and title the ticket relating to this affiliate portal issue so we can be sure to see this and look into this asap! I have had a pending payment that looks to be stuck on my dashboardIf you have a payment that looks to be stuck on "pending" it could be that your pending affiliate customer payout is being flagged as a "self-referral" to Self-referrals flags are auto-generated by FirstPromoter and are usually due to signing up at the same IP address, having the same name & e-mail address, and/or having the same phone numberWe allow consultants/friends to help their clients/friends sign up (sometimes people will sign up next to each other to make sure they click the right link)We do not allow John Doe's Marketing Agency to sign up using John Doe's link (that was an example)If you do not believe this is the case open a support ticket with us! Be sure to include your affiliate email and your referral link and title the ticket relating to this affiliate portal issue so we can be sure to see this and look into this asap! For more questions about the affiliate payment policy, please check out our affiliate policy! gohighlevel.com/affiliate-policy Certificate of No US Activities In rare cases, your payments may be affected due to a Certificate of No US ActivitiesIn this instance, you should have received a relevant email titled "Certificate of No US Activities - Unpayable Affiliates" from the HighLevel teamTo resolve this, please log into your HighLevel account, and click on the Affiliate Portal to access your dashboardYou may need to update your information within the portalIf you do not have a HighLevel account, please log into Tipalti and navigate to the tax form page to update your information </s>
<s>[INST] Hide and Show Elements on Button Click (Funnels & Websites) [/INST] Introducing a powerful enhancement to our platform with the addition of the "Show/Hide Elements on Click" featureThis new button action empowers users to dynamically hide or reveal hidden elements on both mobile and desktop views, providing greater flexibility and interactivity in designing and presenting contentCovered in this article: How it Works Hiding Elements Showing Elements How it Works Users can add an interactive layer to their designs by hiding or revealing hidden elements upon a click eventThis functionality enhances user engagement and allows for more dynamic and user-friendly page interactionSites > Funnels/Websites > Choose the Funnel or Website > Edit > Button Element > Show/Hide Elements on Button Click Hiding Elements Add an interactive layer to designs by hiding elements when a button is clicked1In the funnel or website builder, choose the Button element that you want to use2On the right side of the screen, you'll find the element settingsUnder General, scroll all the way down to "Button Actions"3Choose "Hide Elements" from the dropdownClick on the button that says "No Elements" and choose the element or elements that you'd like to hide when the button is clicked4You can choose an element, a section, a column, or column rowsOnce done choosing which ones to hide, click the Save button, and preview your funnel or website to testShowing Elements Similarly, you can reveal hidden elements when a button is clicked1Select an element you want to "Show" from a "Hidden" state and go to Advanced SettingsFor this example, we will be using a Form to be revealed when a button is clicked2Locate the Visibility sectionClick on each mobile and desktop visibility buttons to "hide" the elements in both views3In the funnel or website builder, choose the Button element that you want to reveal the hidden element when clicked4On the right side you'll find the element settingsUnder General, scroll down to "Button Actions"5Choose "Show Elements" from the dropdownClick the "No Elements" button and choose the element or elements that you'd like to show when the the button is clickedHelpful Tip: Name your element/s with an identifying label so it's easier to find them from the list6Once you have chosen which element/s to show when the button is clicked, click the Save button, and preview your funnel or website to test </s>
<s>[INST] Why and How to upgrade a Version 1 funnel to Version 2? [/INST] Why is there different page versions? Why should I upgrade my funnels to Version 2? How to upgrade to Version 2 funnel: What to expect after the upgrade: FAQ's: Q: Can I migrate all funnels for my account to version 2 funnels in one click? Q: Can I switch back to version 1 later? Q: How long does it take to migrate the funnel to the newer version? Q: Can I use PayPal with version 1 (old) funnels? Why is there different page versions? In October of 2021, we introduced an upgrade to page builders (Websites & Funnels) that affected the way they interact with productsPages built before this date will not be labeled but are considered Version 1Pages built after October, 2021 are labeled "Version 2" (see image above)For those who recently joined us, you will only see version 2Rest assured you're on the fastest and newest version (V2)For more information, click hereWhy should I upgrade my funnels to Version 2? Version 2 funnels come with the following advantages: Uses Global products created in the Payments section, which can be used in funnels, websites, calendars, invoices, etcSupport for PayPal One Step order form One-click web chat widget installation How to upgrade to Version 2 funnel: 1Stripe Connect should be integratedIf you're still using the old Stripe integration available in Settings > Integrations > Stripe, you need to switch to Stripe Connect by going to the Payments tab > Click Integrations > Add Stripe Connect2Go to Sites > Funnels and open the funnel which you want to upgrade 3Click on the Migrate button and confirm to upgrade the funnel What to expect after the upgrade: All the pages should remain the same, there will be no visual changes made by the system after the upgrade The products will be moved to the Payments tabFunnel payment settings will remain the same and the product will not need to be added again The sales tab in Version 2 funnels will be linked to the Order/Sales tab in the Payments sectionAll the previous sales data will be shown in the Payments > Order/Sales tab now Test / Live mode settings of the funnel will remain the same The products in the funnel will be available in Stripe test and live modes, as well as PayPal sandbox and live environments (if PayPal is integrated in Payments tab) FAQ's: Q: Can I migrate all funnels for my account to version 2 funnels in one click? A: Currently, you need to migrate the funnels to version 2 individually by going into each funnel and choosing the migration optionQ: Can I switch back to version 1 later? A: We recommend using version 2 funnels because it also helps us manage your products and transactions betterSo it is not possible to switch your version 2 funnels back to the older version 1 funnelsQ: How long does it take to migrate the funnel to the newer version? A: The migration process should be completed in just a few secondsQ: Can I use PayPal with version 1 (old) funnels? A: No, PayPal is only supported in version 2 (new) funnels </s>
<s>[INST] Using Zoho as your SMTP Provider [/INST] Zoho Mail IMAP Server Details Outgoing Server Settings: (Personal users with an email address, username@zoho.com): Outgoing Server Name: smtp.zoho.com Port: 465 with SSL or Port: 587 with TLS Require Authentication: Yes Learn more about Why Can't I use My Free Email Address As The SMTP? Outgoing Server Settings (Organization users with a domain-based email address, you@yourdomain.com): Outgoing Server Name: smtppro.zoho.com Port: 465 with SSL or Port: 587 with TLS Require Authentication: Yes User Name: Enter your Zoho username or your complete Zoho Mail address. If your domain is hosted with Zoho, then your email address will be in the format you@yourdomain.com. Email Address: Enter Your Zoho Mail address. If your domain is hosted with Zoho, then your email address will be in the format you@yourdomain.com. Password: Enter your Zoho account password. (You might require an Application-specific Password if Two-factor Authentication is enabled). </s>
<s>[INST] Training your Conversation AI Bot [/INST] Bot training equips the Conversation AI Bot with the knowledge and information needed to understand your business and respond to users. There are 2 ways to train your bot in the "Bot Training" section of the Conversation AI settings page in your sub-account settings: Web Crawler - Through web URLs and public links Customize Bot Responses - Adding Question and Answer pairs In This Article Web URLs Question & Answers Web URLs The bot can be trained by providing URLs to webpages and blogs (yes, plural) to help the bot understand your business and respond to your contacts effectively. There are 3 different web crawling modes available. Exact URL All URLs on this Path All URLs on the Domain Read more here for each crawling mode and managing the uploaded links using the table Enter a URL and click "Get Data". Follow the steps to train the bot. Question & Answers Manually add question-answer pairs to customize your bot's responses. This method allows you to fine-tune the bot's knowledge to address specific questions from your users. Add Q/A by: Access the "Conversation AI" settings in the sub-account Locate the "Bot Training" tab Click "+ Add FaQ" and provide a question and its answer Repeat this process for each question-answer pair Q/A can also be added by providing feedback ("Thumbs Down") to the Bot's response in the "Bot Trial" and the conversation/contact screens </s>
<s>[INST] Facebook Lead Ad Integration & Troubleshooting Guide [/INST] The Facebook Lead Ads integration allows you to collect leads directly from Facebook Ads and have them automatically synced with your CRMWith this integration, you can easily capture contact information from potential customers interested in your products or services on Facebook and quickly follow up with them through your CRMBy automating the lead capture process, you can save time and improve the efficiency of your sales and marketing effortsCovered in this Article: What is the Facebook Lead Ads Integration? Who is this integration helpful for? What are the benefits of this integration? Pre-requisites for Facebook Lead Ads Supported custom fields when using Facebook Lead Ads: How to directly integrate Facebook Leads Ads with a Sub-Account Troubleshooting Why are my Lead Ads not making it into my Sub-Account? How do I integrate Facebook Leads using a 3rd party service like Pabbly Connect or Zapier? A Facebook Token Has Expired In a Sub-Account; why does this happen, and How to Fix This? Common Errors Page Quality Issue Permission Issue Instagram Connection/messages Check Messenger/ Instagram not syncing all messages Leads, not syncing Issue How to connect Instagram Account to the FB page or verify it is connected Missing Pages What is the Facebook Lead Ads Integration? The Facebook Lead Ads integration with a CRM (Customer Relationship Management) system allows businesses to capture and automatically import leads generated through Facebook Ads into their CRM systemThis integration enables businesses to streamline their lead capture process, avoid manual data entry errors, and follow up with leads more efficientlyBy integrating Facebook Lead Ads with a CRM, businesses can track and manage their leads through a single platform, which can improve Lead quality, increase conversions, and ultimately help grow their businessWho is this integration helpful for? The Facebook Lead Ads integration with a CRM can be beneficial for any business or organization that is using Facebook Ads to generate leads and wants to streamline their lead capture processIt can benefit small businesses or startups that may not have a large sales or marketing team to collect and manage leads manuallyBy automating the lead capture process, businesses can save time and resources while improving their lead data's accuracy and qualityAdditionally, the integration can benefit businesses already using a CRM by seamlessly integrating their Facebook lead data into their existing workflows and follow-up processesWhat are the benefits of this integration? The benefits of integrating Facebook Lead Ads with the CRM include: Automated lead capture: With this integration, businesses can automatically capture leads generated through Facebook Ads and import them into their CRM system, eliminating the need for manual data entryImproved Lead Quality: By tracking and managing leads through CRM, businesses can better understand their audience, personalize their marketing efforts, and improve the overall quality of their leadsEnhanced lead management: The CRM system allows businesses to track and manage their leads in one place, providing a 360-degree view of their interactions with prospects and customersThis can help companies to streamline their sales and marketing efforts and improve customer retentionEfficient follow-up: With lead data automatically captured and imported into the CRM system, businesses can quickly follow up with leads and prioritize their sales efforts based on lead quality and behaviorIncreased conversions: Businesses can increase their conversions and ROI from Facebook Ads by automating lead capture and improving lead managementPre-requisites for Facebook Lead Ads Access: You must have access to the Facebook page for which you're creating lead adsRefer to this Facebook Help article on how to give someone a role on your PageOwnership: Ensure the same user owns the page and the ad accountFor business-level integrations, the owner of the page and the ad account must be the same—more on this in the Facebook help section on Ad account rolesPermissions: Verify that you have the page and ad account permissionsYou should ideally have admin or manage permissionsTo understand different levels of permissions, refer to Facebook Pages roles and Ads permissionsThe user trying to integrate the Facebook Page into the CRM will need to be an admin of the Facebook Business page and have Lead Access Permission to access Lead data (A requirement set by Facebook)Ad Account Check: Confirm your page is connected to the appropriate ad accountTo do this, navigate to the Ad Account settings and verify the connected page—more on how to navigate your ad account settingsVisibility: Note that only individuals with relevant permissions can see the owners of ad accountsFor details, check Facebook's guide on user permissions for ad accountsLeads Access: Check if you have lead accessIf the lead connector isn't showing, you may need to manually search for it or enable itFor issues related to leads not syncing, refer to Facebook's troubleshooting guide for lead adsLeadConnector will need access to the Facebook Business Manager and Business Page from which you run the Facebook Lead AdIf you have moved your page to the New Pages Experience, You can allow trusted people to manage some of your Facebook business pagesYou can give some people access to certain parts of your Facebook page without giving them full accessOpen business manager > Left navigation > Users > PeopleIf you have added the person, who will be integrating the FB page to the CRM, there already: they will appear at the center of the pageClick on the name and see more details, like the roleThe role needs to have Admin or Employee accessIf you have not added them, Please follow the steps to add people/users firstHow to add users to your business? Remember that this business manager role differs from Page Role; the Page Role must still be the AdminPlease Note: The new Pages experience isn't available for all Pages yetSome Pages you manage might still use the classic Pages experienceLearn more about classic PagesWhen creating the custom fields for the Lead Ad in the CRM, please make sure to use the supported custom fields listed below: Supported custom fields when using Facebook Lead Ads: TEXT LARGE_TEXT NUMERICAL PHONE MONETARY SINGLE_OPTIONS DATE DROPDOWN RADIO OPTIONS CHECKBOX How to directly integrate Facebook Leads Ads with a Sub-Account Please Note: Only the User that integrated the FB page will be able to see that page in the dropdown of pagesThey need to be the admin of that FB page to see it in the dropdown of pages and will no longer see other accounts' FB Pages in the listFacebook form mapping has moved under location settings > integrations > Facebook Form Field MappingTroubleshooting Why are my Lead Ads not making it into my Sub-Account? Are you an admin of the Facebook page - How to add an admin to my Business Manager Can you confirm that the correct FB Lead Ad form is selected in your Facebook ads manager and matches the one in your Sub-Account? - https://web.facebook.com/business/tools/ads-manager Now in your Sub-Account, check in settings> integrations > Facebook form fields mapping if there is a blue tick mark next to the form you have selected in ads managerIf you are, in fact, the FB Admin, can you try this to confirm if Lead Connector is accessible and can allow access to your page? Link mentioned in the video - https://www.facebook.com/settings?tab=business_tools&ref=settings 6Once you have completed the steps in the video above, please use the Facebook leads ads testing tool to see if leads are now being added to your Sub-AccountLead Ad Testing Tool: https://developers.facebook.com/tools/lead-ads-testing Facebook Page Select: https://app.gohighlevel.com/location/YOUR_LOCATION_ID/facebook_page_select Please Note: When testing are you able to locate the App ID 39018126477806? (Mentioned in the video above @2:49 seconds) If the app ID does not show up, then LeadConnector does not have accessIf that is the case please continue to step 7 belowIf Facebook Lead Ads are not coming into the CRM Please try using unique contact info as explained in the video below: 7If you see that LeadConnector access to your page has been revoked or the App ID is not coming up, you will manually need to assign Lead access permissions to LeadConnector on Facebook: iGo to Business SuiteiiIf you don't have access to Business Suite, go to Business Settings and select your business, skip to step (v) iiiClick the dropdown in the top-left corner and choose your business accountivClick Settings in the bottom-left cornervClick More Business SettingsviClick Integrations in the left menu, then click Leads AccessviiClick Assign CRMsYou'll see a list of CRM systems integrated with your Facebook PageviiiCheck the circle next to LeadConnector, then click AssignPlease Note: The Page Admin who granted permissions to LeadConnector must continue to have access permission or else LeadConnector will fail to fetch dataHow do I integrate Facebook Leads using a 3rd party service like Pabbly Connect or Zapier? You can use a 3rd parties integration tool like Zapier or Pabbly ConnectHere is more info A Facebook Token Has Expired In a Sub-Account; why does this happen, and How to Fix This? If you received an email with a subject that says "Important: Facebook connection has expired.", this means that the Facebook integration for one of your Sub-accounts has become disconnectedWhy Did This Connection Break? Several reasons could cause the integration to breakThe most common are: A user changes their password The Facebook token naturally expires after some time A user de-authorizes your app A user logs out of Facebook A user changes page permission or adds/removes a user A virtual assistant in another country logs in without using a VPN To reconnect: 1Select the account indicated in the email you received from the "Switch To An Account" dropdown 2In the left-hand sidebar, click "Settings." 3From the sidebar, click "Integrations." 4Click the "Connected" button to disconnect the broken integration under the Facebook iconClick on Connect again to reconnect 5In the window that pops up, continue as yourself, select the Facebook page that you want to connect, then click the "Connect Page" button Common Errors Page Quality Issue : Suppose our user is facing this issueOur customer needs to raise a support ticket with Facebook SupportSteps to resolve: Users need to switch to the Facebook page on Facebook, Go to this link and raise a support ticket with Facebook if there is an issueFB Support Doc: Permission Issue: The easiest way to find the issues is by trying to fetch the latest FB/Insta message and the latest leadThis is how Zapier does it, and it helps us easily find the missed permissionFB API will present an error if permission is missing or for other reasonsTroubleshooting steps are as follows: Go to this linkAnd then this link Check if all the permission are enabled for all pagesInstagram Connection/messages Check: Check Instagram page is connected to the FB page Switch your logged-in user to the desired Fb page and go to this linkCheck if messaging is enabledIf the page is connected, but your IG page is still not visible as an option in your CRMPlease do a hard reset and then attempt to connectMessenger/ Instagram not syncing all messages: Sometimes the reason for this issue is our LeadConnector app is not set as the primary receiver if they have multiple CRM integrationSteps to resolve: Switch to the desired FB page and go to this link Leads, not syncing Issue: We need to check the business side for the places belowUser Added to business(EMPLOYEE OR ADMIN) FB Page Admin: Ad Account Check: Page Owner should Match with Ad Account Owner Integration Lead Access Check: If you are still not receiving the leadsClick on Restore Default Access it and check it againHow to connect Instagram Account to the FB page or verify it is connected: An Instagram account can be connected to a single FB pageSteps to connect the Instagram page or verify it is connected to the correct FB page Log in to Facebook and click Pages in the left menuSelect your Facebook page(Switch to the FB page), then click Settings Select Linked Accounts in the left columnSelect Instagram, then connect your accountIf it is already connected, we can verify thisIf it is not connectedIt will show like below Pages Missing If an admin of a page also has their business account associated with the same page, they won’t be able to see the page while integrating with HighLevelThe best workaround is to add a second admin to that Facebook page, and have them integrateSteps to add an admin to the page: Log in to Facebook and click on your profile photo in the top right cornerSelect “See all profiles” and choose the Page you want to grant access toClick the profile picture of your Page in the top right to navigate to your PageClick “Manage,” then select “Page access” on the left under “Your tools.” Next to “People with Facebook access,” click “Add New.” Click “Next,” and then enter the name or email address of the person you want to grant Facebook access toFinally, click on their nameYou can now choose to grant either partial or full control over the Page: For partial control, scroll down and click “Give Access.” For full control, scroll down, click to grant full control, and then click “Give Access.” Type in your Facebook password to confirm the action, then click “Confirm.” The person you’ve granted access to will receive an email invitation to accept your invitation to access the PageBy following these steps, we’ll successfully grant admin access to the user who will be connecting the Facebook account from GHLThis will allow them to manage the Page in the new Pages experienceAfter granting the admin access to the user, they would be able to successfully add the Facebook page to GHLThis is temporary, we are working with Meta to get this fixed, reported here https://developers.facebook.com/community/threads/712197940934624/ </s>
<s>[INST] Sunsetting Campaigns - Guide [/INST] Our platform has been evolving rapidly and Workflows is a robust feature designed to enhance your automation experience. As a part of this evolution, we will be sunsetting the Campaigns feature. Why the change? Workflows provide a more powerful and flexible automation solution, simplifying your workflow management and maintenance. Timeline for Sunsetting Campaigns Step 1 - User will not be able to create new Campaigns and Triggers from 15th April 2024 Step 2 - No support will be available for Campaigns and Triggers from 15th April 2024 Step 3 - The Campaigns and Triggers options will be removed on 31st July 2024. What does this mean for you? Campaigns Sunset: Campaigns will no longer be available to use. Migration to Workflows: We encourage you to migrate your existing Campaigns to Workflows for a seamless transition. </s>
<s>[INST] How To Build SMS Opt-In Campaigns [/INST] SMS opt-in campaigns (or "text-in campaigns") are great for clients who want to rent billboards or send postcards with an offer that customers can claim by texting a specific "keyword" back to the location's number. Click to learn more about Workflows. The key to SMS opt-in campaigns is your "Customer Replied" Workflow Trigger, which should look something like this: </s>
<s>[INST] Split Testing in Funnels [/INST] Split testing is an effective way to evaluate ideas for optimizing a page to attract and retain usersThis can lead to increased traffic to your website and improved search visibilityBy utilizing SEO, you can reap the benefits of increased web traffic and better search visibilityCovered in this Article What is Split Testing? What are some good usage cases for this feature? Benefits of Split Testing How to create a split test? Split Test Results FAQ Q1All the traffic goes only to the control page, and nothing goes to the variation pageQ2The stats do not match the ratio configured for split testingQ3Google Ads/FB Ads policies conflict with Path URL redirectionThis happens in Split tests; how do I work around this? What is Split Testing? Split testing is valuable technique marketers use to refine their website funnels and maximize conversion ratesA/B testing enables you to compare various web page or funnel versions to identify the best performanceSplit tests allow you to create a funnel page with several variations and then link to itYou can assess the probabilities that a lead will visit page version A or BBy measuring the conversion rate over a certain period, you can compare the performance of different page versions and use this data to optimize your funnelWhat are some good usage cases for this feature? Here are a few practical examples of using split testing in various industries and scenarios within funnels and websites: Online course sales funnel: An online course provider can conduct a split test on the landing page of their sales funnel by testing different headlines, course images, or call-to-action buttonsThis can help identify which version of the landing page leads to higher conversions and more course enrollmentsFor example, a language learning platform can test two headlines for its landing page: "Learn Spanish in Just 30 Days" and "Unlock the Secrets to Mastering Spanish Fast." They can also test two course images, one featuring a smiling student and another with an engaging course screenshotThe version with the highest conversion rate can be implemented in the sales funnel to attract more studentsWebinar registration funnel: A business hosting a webinar can create a split test on its webinar registration page to optimize the registration process and increase the sign-up rateThey can test different headlines, registration form designs, or promotional imagesFor example, a marketing agency hosting a webinar on SEO strategies can test two headlines for their registration page: "Discover the Top SEO Strategies for 2023" and "Boost Your Website Traffic with Proven SEO Techniques." They can also test two different registration form designs, one with a minimalistic look and another with a more visually engaging layoutThe version with the highest registration rate can be used in the funnel to attract more attendeesE-commerce website checkout funnel: An e-commerce website can conduct a split test on the checkout pages within its sales funnel by testing different page layouts, button colors, or trust badgesThis can help identify which version of the checkout page leads to higher conversions and reduced cart abandonmentFor example, an online clothing store can test two different layouts for their checkout page - one with a single page and another with a multi-step checkout processThey can also test different button colors, such as red or blue, to determine which color results in more completed purchasesThe winning version can be implemented in the checkout funnel to optimize the shopping experience and increase salesLead magnet funnel: A business can test different lead magnet designs, headlines, or opt-in forms within their lead generation funnel to optimize the process and increase the conversion rateFor example, a digital marketing agency offering a free SEO audit can test two lead magnet designs, one featuring an attractive cover image and another with a compelling headlineThey can also test two different opt-in form designs, one with fewer input fields and another with more detailed questionsAnalyzing the results, they can optimize their lead magnet funnel for better engagement and higher lead generationBenefits of Split Testing The benefits of split testing in funnels and websites are numerous and can significantly improve your marketing efforts and overall business performanceHere are some of the key benefits: Improved conversion rates: By testing different variations of your funnel or website elements, you can identify the most effective version, leading to higher conversion rates, whether signing up for a newsletter, purchasing a product, or completing any other desired actionEnhanced user experience: Split testing helps you understand what your target audience prefers and what resonates with themBy implementing the winning variation, you can create a better user experience that meets your audience's needs and expectationsInformed decision-making: Split testing provides data-driven insights, allowing you to make informed decisions about your marketing strategies and website designThis helps you avoid relying on assumptions or personal preferences, leading to more effective marketing campaigns and website improvementsReduced bounce rates: By identifying and implementing the best-performing variations, you can create web pages and funnel steps that are more engaging and relevant to your audience, resulting in lower bounce ratesIncreased return on investment (ROI): Optimizing your funnels and websites through split testing can lead to higher conversion rates and improved user experience, ultimately increasing your ROI for marketing campaigns, website development, and overall business effortsContinuous improvement: Split testing encourages a culture of continuous improvement, as you can always test new ideas, designs, and strategies to refine your funnels and websites, ensuring that they remain effective and aligned with your audience's preferencesCost-effective optimization: Split testing allows you to compare different variations simultaneously, finding the best-performing version more quickly and cost-effectively than making random changes and hoping for the bestCompetitive advantage: Regularly conducting split tests and implementing the winning variations can give you a competitive edge, as you'll be able to adapt and optimize your marketing strategies and website design to meet your audience's needs and preferences betterHow to create a split test? Please Note Split testing will only be possible once you have added a domain to your funnelFirst, Navigate to Sites> Funnels (or Websites) > Go to the Funnel (or Website) that you want to do a split test withChoose the desired Funnel Step in which you want to create a split testClick on Create VariationPlease Note making noticeable changes to the Variation helps to make the Split Test more productiveIf barely noticeable differences exist between the Control and the Variation then the Split test will not be an accurate representation of which step is betterPlease avoid making changes to the Control while the Split test is running so you can get a more accurate picture of which variant is betterOnce you have chosen one of the three options, you can move a Slider to decide what percentage of traffic you want to divert to the Control Page and what percentage to the VariationOnce that is decided, you can click Start Split TestIt will then ask you for confirmation about the changes that have been madeClick on Apply to proceedPlease Note Even though all the traffic is brought to your page's URL, it is then split as per the Split Test Slider towards the dedicated URLs for the Control Page and the Variation PageYou can edit the dedicated URLs for the Control and the variation by clicking on the Gear Icon below themGear Icon below the Control Page lets you edit its dedicated URL PathThe Gear Icon below the Variation lets you edit its dedicated URL PathSplit tests work via browser cookies, so once you open the main URL, a cookie will be attached to you for whichever variant appearsIf you (while doing a test for yourself) would like to see the other Variation, open the URL again in an incognito tab or another browser altogetherSplit Test Results As traffic begins to flow to the Page, the result of the Split Test will begin to populate between the two variantsYou can view detailed Stats for the Split Test by clicking on the Stats tab above the Page and then clicking on the Page you are running the Split Test on to expand a dropdown of stats on the Control and the VariationFAQ Q1All the traffic goes only to the control page, and nothing goes to the variation pagePlease ensure that the domain advertised on your ads is the same as for the funnel step for which you run the Split TestIf people are being routed to your root domain (or subdomain) and not visiting your Split Testing page's domain, then the Split Test will not workAn easy way to ensure this would be to make your root domain's default page be marked as the Page you are running the Split test onQ2The stats do not match the ratio configured for split testingOne of the links - either the direct link to the control page or the variation page - may be used on a page on another funnel or an ad that skips split testing logicMaking some percentage of visitors be routed to that other PageSo the numbers will look skewedQ3Google Ads/FB Ads policies conflict with Path URL redirectionThis happens in Split tests; how do I work around this? At times, Google Ads and Facebook Ads policies do not permit the use of path URL redirection in split testsIn this situation, a workaround is to conduct the split test on the second step of your sales funnel insteadYou can direct leads from your Google and Facebook Ads to the first step of the funnel, which can contain educational material to engage the lead and keep them interested until they take the next step in the funnelBy doing this, you can avoid breaking any ad redirect policiesIn essence, you are separating the split test from the lead acquisition process, allowing you to gather data on which ad version performs better without violating policiesThis workaround enables you to run split tests compliantly and gather valuable insights for optimizing your ad campaigns </s>
<s>[INST] How do I find my Client's Location ID? [/INST] When you interact with our support teams, they may request you to provide a location ID where you face a problem. Location ID is a unique ID given to every sub-account in your agency account. This helps us identify your client's account and narrow down out trouble shooting efforts. To locate the location ID please head over to location view -> settings -> business profile and the location ID will be visible as shown below Please do not share the location ID outside of your organization. </s>
<s>[INST] How to customise notifications sent in Documents & Contracts [/INST] Improved Email Template Customisation and Enhanced Notifications Introducing a set of enhancements to Documents & Contracts which will provide businesses with more control over their communication processes. Here’s what’s new in this release: Customisable Email Templates Businesses can now personalise email templates for sending documents or signed copies to clients. Create templates that reflect your and communication style. User-Friendly Settings Access these customisation options within the Settings page under “Customer Notifications” and “Team Notifications” for a quick and hassle-free setup. Default Team Notifications Team notifications will now be sent to the business user who is sending the document by default. This keeps the sender informed Dynamic Document Customization Easily insert Document's custom values directly into the email content. This allows to include links, customer details, total amounts, and more in the email templates, making the communication engaging and informative. Use the "Proposals" Custom Values when building an email Here is how to add the proposal URL to an email </s>
<s>[INST] Reputation - Breaking Down the Reviews Tab [/INST] If you're looking for a fast way to filter and respond to a review directly within the CRM you're in the right place. Under the reputation > reviews tab you will see there are several options to filter and respond to a review. In this article, we will cover how to filter and respond to your Google and Facebook reviews. Breaking Down the Reviews Tab Within the left menu, please click on Reputation > Reviews Related articles: How to Dispute a Google Review and Check on the Dispute Status How to Send Review Requests Reputation - Breaking Down the Reputation Overview Dashboard Reputation Management - Customizing & Displaying the Review Widget </s>
<s>[INST] Add Watermark to every image you post on Social Media [/INST] More Tutorials from the Community https://youtu.be/hjeviAYlpiY https://youtu.be/esM_zc8HhHE?si=YYM8fcu7STZuu64i https://youtu.be/U2NxDR0ETLs https://youtu.be/Urav_Y6ZSFI?si=tTIoN6UBwvYVt2B7 A watermark is a visible, often translucent, design or text superimposed onto a digital image or documentWatermarking posts on social media serves several purposes, and individuals or businesses may have different reasons for using watermarksHere are some common reasons: 1Ownership and Copyright Protection: Watermarks can be used to assert ownership and protect the copyright of the contentBy including a watermark with a username, logo, or other identifying information, it becomes more difficult for others to claim the content as their own2Brand Recognition: For businesses and content creators, watermarks can serve as a form of brandingPlacing a logo or a brand name on images helps in building brand recognitionThis can be particularly important for marketing and establishing a consistent online presence3Deterrence Against Unauthorised Use: Watermarks act as a deterrent against unauthorised use of imagesPotential infringers may be less likely to use or share content that is clearly marked with someone else's branding or identification4.Professionalism: Watermarks can add a level of professionalism to the contentThis is especially important for photographers, artists, and other creatives who want to showcase their work in a polished manner5Promotion and Marketing: Watermarks can be used strategically for promotional purposesFor example, a watermark might include a website URL, social media handle, or a hashtag related to a campaign, directing viewers to the creator's online presence or a specific promotion6Personalisation and Artistic Expression:Some individuals may use watermarks as a means of personalization and artistic expressionThe design and placement of can be a creative element that enhances the overall visual appeal of the contentHow to create Review Automation in Social Planner? 1Go to Marketing > Social Planner 2Click on settings of Social Planner 3In different tabs, go to the tab of Watermark4There is button of Add Watermark Note - Watermark will be added for all the socialsWatermark was added on images/videosWe today only support one watermark- User can add the name of watermark - User can add the alignment of watermark - Top, bottom, right, left, centre - Opacity can be added to the watermark- User can scale - resize the watermark image- There is an option of auto padding - adding more space around the logo5By default, watermark will be added to all the posts - image or videosIn the advance settings, we provide option ti turn off watermark </s>
<s>[INST] How to Create Assessments/ Quizzes for Membership Courses [/INST] Quizmasters, you've got a lot of work ahead of you! Add quizzes to any course, category, or lesson and add a passing grade if you wishCreate custom quizzes to track students' progress and give them immediate feedback or let them try againIn this article, we will cover how to get started with Membership Assessments/Quizzes: Assessments/ Quizzes is still in its early development stagesThere will be several updates in the near futureFor all other ideas please add them to the ideas boardCovered in this Article: How to set up assessments/ quizzes in a membership course (video) What happens when someone submits an assessment? Assessments Analytics How to set up assessments/ quizzes in a membership course (video) Assessments can help you assess the level of knowledge your learners gain throughout your coursesTo start, follow these steps to set up and manage membership assessmentsStep 1: Choose a product You can navigate to Sites > Memberships > Products to create an assessment for your membersSelect the Product you would like to add an assessment toClick the + icon next to the section's title, then select Add AssessmentStep 2: Create an assessment Give your Assessment a Title, and then click SaveSpecify whether you want your assessment to have a passing gradeIf yes, specify how much people should score to passIf you add a passing grade, you can display pass and Fail confirmation messages to people who pass or fail your assessmentYou can then add questions to the assessmentYou have two options: Choose single choice (you can only pick one correct answer) or multiple choice (there may be multiple correct choices)First, write down your questionThen select 'Add choice' for each answer you think might be correctYou may add as many answers as you'd prefer and mark the correct option(s) with a tickmark in the "Correct Option" box under the answerIf no option is selected as the Correct Option then any answer given by the person solving the quiz will be treated as the correct answer: Keep adding questions until you've finished your assessmentClick Save to save the changes you've madeStep 3: Publish the assessment so that everyone can access itGo back to the product editing page after savingSelect “Publish” from the drop-down menu of your Assessment when you're ready for the quiz to go liveYou can come back anytime to make adjustments or add new assessments for your membership siteWhat happens when someone submits an assessment? If someone submits an assessment where a Passing Grade is set to be required, it shows them their score right away upon the completion of the assessment and also shows them which of their answers were correct and which were not, but it does not show them which option was the correct oneIt only shows them which option was the correct one if a Passing Grade is not specified for the assessment: If any explanations were added to the question as to why that option is correct and/or other options are wrong, that explanation is shown at that point tooIf someone has taken the quiz once and they access it with the same course login credentials, it will show them their latest score and give them the option to retake the quiz: Clicking on the Review button for the last submission allows people to see what answers they gave the last time they attempted the quiz and which answer was correct and which was not: Assessments Analytics: You can view the individual performance of all the people who attempted your assessment by going to Memberships> Analytics: And then click on AssessmentsData for all submissions for all your assessments show here: You can filter the Analytics for Assessments from a specific product by choosing the dropdown next to Products on the top right: You can also filter Assessment analytics by Results: You can also click on the eye icon next to a submission to see what answers they submitted: </s>
<s>[INST] Understanding ROI Conversion Metrics for Tracking Email Campaigns [/INST] More Tutorials from the Community https://youtu.be/j3EatZEd3wg?si=vhqp15dH3LsA_76o https://youtu.be/jjm-LKgqYY4 https://youtu.be/xCkz7G1fTWM https://youtu.be/x7zlrSdC2og Learn how conversion metrics work for tracking email campaigns and how to edit these settingsFor each campaign sent, you can track purchases made as a result within a given window of timeThis allows you to easily see the performance of your email campaigns and make adjustments accordinglyWith our recent release, Shopify orders would also be considered for the attribution reportTABLE OF CONTENTS What is Email Conversion Tracking? How Does Email Conversion Tracking Work? How to Use: A Guide to Attribution Settings: How to customize it What is an Email Conversion? An email conversion is when an email recipient opens your message and then takes a specific action, such as purchasing the advertised product, within the conversion period, also referred to as the attribution windowHow Does Email Conversion Tracking Work? It utilizes "last touched" campaign logic to attribute purchases to the most recent email campaign sent to the recipientBy default, the attribution window setting is 5 daysSo, the last opened or clicked email campaign within the last 5 days gets credit for the conversion, or sale, madeYou can change the number of days this window is open in the campaign settingsThe example provided below demonstrates the functioning of email attributionPlease note: this scenario is based on the default 5-day email attribution windowExample Scenario Day 1: You send an email to your subscriber and they open it to view the offerDay 4: Two days later, they return to make a purchase of that productIn this case, revenue would be attributed to the initial email since it falls within the 5-day attribution windowHowever, if the customer were to make the purchase 12 days later, the revenue would not be attributed to the original emailHow to Use: Go to "Marketing" > "Emails" > "Campaigns" and find your email campaignClick the "three dots" icon to the right of the campaign and select "Statistics." Click "Load more Statistics." In the "Conversion" section, you'll see an overview of "Total Revenue Generated" as well as "Revenue per receipt" generated from the email campaignYou'll also see a detailed breakdown of contacts who made purchases and how much they spent in the "Ordered Tab" Attribution Settings The conversion metric is a vital tool to gauge how effectively your marketing campaigns contribute to revenue generationA key element of this metric is the attribution window, representing the timeframe when a customer's action is linked to a specific marketing touchpointAttribution Window Customization: Default: Our system uses a 5-day attribution window for email campaignsCustomize: Easily adjust the window in your account's email settings to match your business needsSteps to Customize: Go to "Marketing" > "Emails" > "Campaigns." Click the "gear" icon to access the settingsAdjust the attribution window value as desiredWhy 5 Days? Research suggests subscribers tend to forget emails after 5 daysSo, this time period will reflect a more accurate reflection of the performance of a given campaign according to current industry insightsUnderstanding Email Attribution: Let's explore how email attribution works through another example, using the default 5-day attribution windowDay 1: An email is sent to your subscriberDay 3: The subscriber opens the email with a product offeringDay 4: The subscriber revisits and makes a purchaseIn this scenario, revenue is attributed to the email campaign because the purchase occurred within the 5-day attribution windowHowever, it's crucial to note that if the subscriber were to make the purchase on day 10, it would not be attributed to the original emailAdditionally, all orders reflecting under the Payment section will be considered for attribution(This includes Shopify orders) Attribution to: Customizing Your Analysis All Campaigns (Default): Choose this to track all campaigns for a comprehensive overviewProduct Element Specific: Choose this setting to attribute conversions exclusively to product-centric campaignsCustomizing the attribution window and "Attributed To" settings can allow you to get insights specific to your businessWith flexibility in duration and focus, our platform empowers data-driven decisions so you can optimize the performance of your campaigns over time </s>
<s>[INST] Common Billing Related Questions [/INST] What are the Main Differences between Agency Starter and Agency Freelance Plans? $97/month Agency Starter plan: $297/month Agency Freelance plan: $497/month Agency PRO plan: What happens if I downgrade my current subscription plan ($297/ $497) to the Freelancer Plan ($97)? How can I Reactivate my Account? I see a Please update the billing address on the agency billing page ErrorWhat Can I Do? How do I Modify The Information On My Online Listing? How do I Request Financial Assistance? Why was I Charged Immediately after Upgrading? (Proration Explained) How Do I Modify My HighLevel Subscription? How Do I Upgrade my HighLevel Account? I Want to Pay my Invoice, but HighLevel is not accepting my CardWhere Can I See My Past Invoices? I signed up to use the Platform Under ANOTHER AGENCY, not directly through HighLevelHow do I cancel my services? What are the Main Differences between Agency Starter and Agency Freelance Plans? Regarding the software's capabilities, there is no difference between the two plan subscription typesThe main differences are from a support option standpoint and the amount of sub-account/client accounts allotted$97/month Agency Starter plan: Two(2) locations/client accounts maximum24-hour technical support via chatAccess to Marketplace Services and consulting tab within the portalAccess to HighLevel Facebook community groupAccess to the help videos section(blue question mark in-app)\ HighLevel mobile app on the Apple store or Google Play store$297/month Agency Freelance plan: Unlimited locations/client accounts24-hour live chat supportAccess to Marketplace Services and consulting tab within the portalAccess to Facebook community groupAccess to the help videos section(blue question mark in-app) HighLevel mobile app on the Apple store or Google Play store$497/month Agency PRO plan: Everything in Freelancer+ SaaS Mode Email / Phone / Text Rebilling Split Testing Advanced API Access Agent Reporting AI Conversational Bot What happens if I downgrade my current subscription plan ($297/ $497) to the Freelancer Plan ($97)? The Freelance Plan is priced at $97 and allows you to create up to 3 locationsIf you require additional locations, you must upgrade your agency accountThe 3-location limit is in place because one sub-account is reserved for your agency, the second for testing and learning purposes, and the third is for your client's accountIf you decide to downgrade, you will be able to keep only one sub-accountHow can I Reactivate my Account? We understand that you may have been locked out of your HighLevel account for various reasons(you may see the image below after entering your login credentials) Please ensure you select the "To modify your current subscription "click here" option to redirect you to our billing funnel for any subscription-related requests(screenshot below) You can also select the "Reactivate Account" button to reactivate instantly(Note: we may need a new payment method to be added) I see a Please update the billing address on the agency billing page ErrorWhat Can I Do? If you see the error banner in the image below, this means that, as per our stripe log, the billing address added is not the same as mentioned on the payment methodThree checks are performed by stripe; postal code/zip code, address line, and CVC checkIf you enter the billing address per the card being used, you will avoid this message! How do I Modify The Information On My Online Listing? Please note that your direct point of contact for our Online Listing Marketplace Service can be reached via email at accountmanagers@agencyonfile.comTo Cancel your Online Listing, please reach out through your online portal via chatOnline Listings currently require a 3-month service commitment, indicated upon signup for the servicePlease include the following to cancel your online listingWe will require the following information: Location Name Location ID Cancellation Reason: How do I Request Financial Assistance? We assist clients experiencing financial difficulty or seeking a break from using the software for various reasonsIf your agency would be interested in financial assistance, you can follow these steps, as demonstrated in the images below; 1) Agency Settings 2) Agency Billing 3) Select the "click here" button next to modify or cancel the Please section located in the middle of your screenNote: If You do not see the "click here" option on your billing page, kindly open a chat with support, who can escalate your request insteadYour HighLevel account will be fully accessible for one month at a drastically reduced rate of only 10% of your current plan's costAlternatively, we can cancel your subscription if you disagree with these termsThis way, you can reinstate it whenever you're ready to return without losing your data! Why was I Charged Immediately after Upgrading? (Proration Explained) We understand that different monetary amounts appearing on your statement can cause concern to our clientsThese changes are often attributed to proration for a modified subscription mid-cycleSince HighLevel is a prepaid service, paying your monthly invoice is for the following/upcoming monthIf you upgrade to a higher-tiered plan mid-cycle, you gain access to the new features of that plan type right away! Since this is being applied before the next billing date, HighLevel has to adjust pro-rata for the period you were still using the lower-tiered planTo do so, we calculate the per-day amount owed for the lower-tiered planThis amount is multiplied by the number of days under that plan, then deducted from the total amount to be paid for the higher-tiered planHere is an example: Cost of Lower tiered plan: $297 Cost of Higher tiered plan: $497 Last Billing Date: March 5th Current Billing Date: March 15th Number of Days lower-tiered plan was used: 10 days Credits: $297 - [($297/30) X 10] = $198 Noof Day Remaining: 20 Amount to be Billed: [($497/30) X 20] - $198 = $133.33 Next Billing Date: May 5th How Do I Modify My HighLevel Subscription? We require you to fill out our billing funnel to finalize your subscription-related requestYou can do this by accessing the following; 1) Agency Settings 2) Agency Billing 3) Select the "click here" button next to modify or cancel Please section located in the middle of your screen (as shown in the screenshot)If you do not see the "click here" option on your billing page, kindly open a chat explaining your request insteadRemember, if you have any additional feedback, requests, or notes, please list them in the "Feedback" field of the funnelHow Do I Upgrade my HighLevel Account? There are a few easy steps to upgrade your HighLevel Subscription type within the platform! Step 1) Access the Agency "Settings" and "Billing" TabStep 2) Select the "Upgrade" button as shown in GreenStep 3) Make sure to toggle between Account Types, as there is both Monthly Upgrade and Yearly options! (You save two months' payments by paying the yearly subscription upfront!) Please Note: Upgrading mid-cycle will create a pro-rated charge immediately applied to your accountThis happens because anytime you upgrade a HighLevel subscription, you receive the benefits of that new plan you are upgrading to instantlyTherefore, your billing cycle must reset from the day you upgradedI Want to Pay my Invoice, but HighLevel is not accepting my CardRight now, HighLevel accepts the following forms of payment; Visa Mastercard American Express (AMEX) Discover Visa-Debit Note: Please ensure that the exact information on the card is entered correctly, including the CVV code and Expiry dateWhere Can I See My Past Invoices? To locate where as well as how much you are being billed; log in to your HighLevel account (make sure you are in agency view) click on settings; Select Billing At the bottom right of your page, you will notice an area displaying your invoice history with HighLevelI signed up to use the Platform Under ANOTHER AGENCY, not directly through HighLevelHow do I cancel my services? This applies if your account/subaccount was purchased and subscribed through another agency and not directly through HighLevelYou may have signed up directly with that agency and not through HighLevel's company websiteThis is quite common, as many small, medium, and larger-sized agencies will offer subaccounts to their clients under their agency umbrella of accountsHighLevel is the base platform type being used by these larger agenciesPlease contact your Agency Admin to cancel your services, as HighLevel cannot do this* Note: If you did signup directly through HighLevel, please log in to your original HighLevel account, and follow the steps in Q7* </s>
<s>[INST] A2P 10DLC Campaign Vetting Changes - January 2023 [/INST] This FAQ relates to the US A2P 10DLC Campaign registration changes w.e.f January 26, 2023TABLE OF CONTENTS What is changing? Why is this change happening, and is this a LeadConnector-specific requirement? How do the new fees fit in with existing registration fees? How will this affect Campaign Vetting? What will determine whether a Campaign passes or fails this vetting? Will I get my $15.75 back if my Campaign fails to vet? Are existing Campaigns affected by this change? Are monthly recurring fees affected by this change? Do this new vetting process and $15.75 fee also extend to “post-approval” Campaigns like Agents/Franchise and Proxy? If yes, does it occur before the carrier approval, after the carrier approval, or instead of the carrier approval? What can I do if my campaigns are rejected? Are there exceptions to these changes? What is changing? Starting January 26, 2023, all new US A2P 10DLC Campaign registrations (Standard, Low volume standard, and the soon-to-be-released Sole Proprietor 2.0) will be subject to a manual vetting process and be charged a one-time $15.75 campaign verification fee at the time of registrationWhy is this change happening, and is this a LeadConnector-specific requirement? This is an industry-wide change to improve the Campaign Vetting process to reduce spam, fraud, and unwanted messaging and protect SMS as a trusted communications channel in the U.SEvery messaging provider who services A2P Campaigns must conduct this vettingNote: We are collecting the campaign verification fee and will pass that along without markup to our telecommunications partnersThe cost is not levied by us directlyHow do the new fees fit in with existing registration fees? The below table details the existing registration fees and new registration fees: Sole Prop (upcoming) Low Volume Standard Standard (Upcoming) Existing Fee Brand registration fee (one time) $4.2 $4.2 $4.2 Monthly campaign fee (monthly recurring) $2.1 $1.5-$12 (depending on the use case type) $1.5-$12 (depending on the use case type) New fee Campaign verification fee (one time) $15.75 $15.75 $15.75 How will this affect Campaign Vetting? With this new vetting process, a newly submitted Campaign will be put in a “Pending” state until it has been vetted and approved in the manual vetting processCustomers can only send compliant messages on the A2P route once the Campaign is fully approvedWhat will determine whether a Campaign passes or fails this vetting? To help ensure your Campaigns are approved in this vetting process, please follow these best practices in A2P Campaign Approval Best PracticesWill I get my $15.75 back if my Campaign fails to vet? No, the $15.75 Campaign vetting fee is non-refundableTelephony System is working on an expedited pre-screening process to catch issues before the Campaign is sent for external vettingWe will share more news on this once we have an updateAre existing Campaigns affected by this change? At this time, only new Campaigns are affected by this changeIf this changes for existing Campaigns, we will communicate any new vetting requirementsAre monthly recurring fees affected by this change? No, recurring fees remain the same and are based on the campaign use caseDo this new vetting process and $15.75 fee also extend to “post-approval” Campaigns like Agents/Franchise and Proxy? If yes, does it occur before the carrier approval, after the carrier approval, or instead of the carrier approval? Yes, it applies to post-approval CampaignsIt happens after carrier approvalWhat can I do if my campaigns are rejected? Contact the support team here so our LC phone specialist team will help you fix your Campaign registration / re-submit a new Campaign which will result in additional chargesAre there exceptions to these changes? Toll-Free messaging remains an attractive alternative to A2P 10DLCToll-Free messaging does require a verification process but does not rely on Brand and Campaign registration </s>
<s>[INST] Snapshots - Overview [/INST] A snapshot is a template of a particular sub-account that is used to transfer items such as Funnels, Calendars, Workflows, Websites, Custom Values, Trigger Links, Message templates, etc., to another accountThe idea behind this feature is that it allows the agency owner to build and customize many different assets and settings so they can be applied to new accounts, thereby minimizing the amount of work that needs to be done when it is createdList of client account items copied using Snapshots: Custom Fields Custom Values 0 Triggers 1 Trigger Links Surveys Forms SMS Templates Email Templates 2 SMS 3 Email 4 Custom Communications 5 Campaigns 67 Pipelines Calendars 8 Tags Folders Funnels 10 Membership products and offers Workflows 9 Teams 11 Marketplace actions and triggers 12 Internally created actions and triggers Notes 0 - The Values of the Custom Values do not get copied, only the Key doesTo learn why we do this, and how to use Custom Values to maximize the Snapshot experience please see this article: Custom Values 1 - Triggers copied over from a Snapshot will start in Draft mode 2 - There are three types of emails that get saved in Snapshots: Emails built-in Marketing > Emails, emails built-in Marketing > Text & Email Templates, and emails built-in Marketing > HTML builder 3 - This is the SMS template for Reputation Management (Settings -> SMS) 4 - This is the Email template for Reputation Management (Settings -> Email) 5 - These are the Custom Communications settings for Reputation Management (Settings -> Custom Communications) 6 - Campaigns copied over from a Snapshot will start as Published 7 - Users (a feature in Campaign Configurations) is not copied over as we do not copy Users within Snapshots as we assume the users for each account will be different 8 - Includes calendar settings for each calendar 9 - Workflows saved in Snapshots do not include: Facebook add to custom Aud., Facebook remove from customer Aud., Add to Google Analytics, Add to google Adwords, FB Conversion API 10 - Products created in Funnels do not get saved to SnapshotsTracking codes also do not get included in Snapshots11 - Teams in Snapshots are not active by default and must be manually activated by a team member 12 - App must be installed to use the marketplace actions and triggers List of client account items that do NOT copy over when using a SnapshotContacts do not transfer overConversations do not transfer overTracking codes that you have set up on the backend on websites and or funnels will not transferIntegrations do not transfer overUsers do not transfer overReporting data does not transferReputation does not transfer overThe data within a custom valueAny customization that is done to the chat widgetAny integrated domains do not transfer company settings inside the companies settings tab do not transfer overExisting tasks or manual actions do not transfer overTo Know More: Creating Snapshots * Importing Snapshots * Load Snapshots into Existing Account </s>
<s>[INST] OLD--Workflow Builder Overview [/INST] NOTE: In the worklow settings tab, the “Auto Mark as Read” toggle marks the messages as read but DOES NOT remove them from the recent tab as stated in the videoCovered in this article: Workflow Trigger Actions (Top of Workflow) Appointments: Standard Triggers - Appointment Standard Triggers - Customer Booked Appointment Contact: Standard Triggers - Birthday Reminder Standard Triggers - Call Status Standard Triggers - Contact Changed Standard Triggers - Contact Created Standard Triggers - Contact DND Standard Triggers - Contact Tag Standard Triggers - Custom Date Reminder Standard Triggers - Note Added Standard Triggers - Note Changed Standard Triggers - Task Event Standard Triggers - Task Reminder Contact Actions: Standard Triggers - Customer Replied Standard Triggers - Form Submitted Standard Triggers - Order Form Submission Standard Triggers - Survey Submitted Standard Triggers - Trigger Link Clicked Standard Triggers - Twilio Validation Error Payment Standard Triggers - Invoice Events Standard Triggers - Call Status Standard Triggers - Email Events Opportunities Standard Triggers - Opportunity Status Changed Standard Triggers - Pipeline Stage Changed Standard Triggers - Stale Opportunities Standard Triggers - Survey Submitted Membership Membership Triggers - Category Completed Membership Triggers - Membership New Signup Membership Triggers - Offer Access Granted Membership Triggers - Offer Access Removed Membership Triggers - Product Access Granted Membership Triggers - Product Access Removed Membership Triggers - Product Completed Membership Triggers - User Login Facebook Standard Triggers - Facebook Lead Form Submitted Shopify Standard Triggers - Abandoned Checkout Standard Triggers - Order Fulfilled Standard Triggers - Order Placed Workflow Actions (+) (Action Steps Within a Workflow) External Communication Send Email Send SMS Call Voicemail Messenger Instagram DM Manual SMS Manual Call GMB Messaging CRM Add Contact Tag Remove Contact Tag Create/ Update Opportunity Add to Notes Assign to User Remove Assigned User Set Event Start Date Add to Workflow Remove from Workflow Remove from all Workflows Remove Opportunity Send Internal Notification Set Contact DND Edit Conversation Send Review Request Stripe One Time Charge Update Appointment Status Add Task AI Appointment Booking Bot Send to Eliza Platform Add to Google Analytics Add to Google AdWords Update Contact Field Facebook Add to Custom Audience Remove from Custom Audience Conversions API Membership Actions Membership Grant Offer Membership Revoke Offer Conditions & Workflow If/ Else Wait Condition Webhook Go-To Math Operation Troubleshooting Workflows What happens when you Draft a workflow, nothing will happen immediatelyIf there were contacts firing actions at the exact second it was drafted, they will continue to do so until they reach a stopping point (could be a wait step, could be an end of a workflow, or anything else that makes the execution stops.) After it's drafted, ANY contact that tries to Resume the workflow (fire a wait step for time, fire a wait step for condition, get a reply from SMS, etc) will get into the Draft Pause status and will be kept in the step that was about to resumeexample: Workflow was Published, Contact fired 1 SMS and got into a Wait for Reply StepA workflow was DraftedContact replies and is about to Resume the drafted workflowHis status is then changed to Draft Pause and he is then kept at the Wait for Reply stepAnd any contact that tries to get Added to the workflow (trigger, bulk action, etc) will not get added since it's in draft When you Publish a Drafted workflow, these things will happen immediately: All contacts with the Draft Pause status will immediately resume the step that they were stuck on example: That contact from the example above that had just waited for the SMS reply, will then perform the subsequent steps after the Wait for ReplyAll others that were just waiting for something (time, reply, etc) will keep going and won't get stuck in Draft Pause again It's good to note that there are a couple of exceptions and situations to be aware of: As I said above, if the execution is happening while you are Drafting the Workflow, we cannot stop that executionSo it will continue until it reaches a stopping point, and then will get Draft Pause when ResumingEven if the Workflow is in Draft, when using the Test Contact feature, it will allow entry, since the idea of that feature is to Test, and therefore you should be able to test Drafted workflows before Publishing them for live clientsI have a Workflow event that waits for the 30th of the month, what will happen this month (February only has 28 days)? It skips that February and moves the event to next monthWhat are race conditions and how does it affect my workflows? When two or more updates happen at the same time (within the same second)Since the system first fetches the info, then updates it, when two are made at the same time, the workflow doesn't fetch the correct information and ends up updating the status with a new statusThis can occur with any feature: automation, CRM, API, scheduling, or any other module that applies changes Related Articles: Workflow Builder - If/Else Conditional Event Workflow Builder - Wait Event </s>
<s>[INST] How to manage Refunds within the CRM? [/INST] The refund processing feature allows businesses to issue full or partial refunds for transactions made through various payment providers, such as Stripe, Authorize.net, NMI, and PayPalIt supports refunds for Google Pay, Apple Pay, and card payments, providing a convenient way to manage refunds from a single platformCovered in this Article: What is the Refunds feature? What are some beneficial usage cases? How to use the Refunds feature? Supported Payment Providers Steps to issue a Refund: Full Refund Partial Refund Usage cases for Partial Refunds: FAQs Where will the refunded transactions be recorded? I am not able to process refunds with Authorize.net; it gives the error "The referenced transaction does not meet the criteria for issuing a credit" Can I process multiple partial refunds for a single transaction? Are Google Pay and Apple Pay transactions supported for processing refunds? How long does it take for a refund to be reflected in a customer's account? Is there a limit to the number of refunds I can process daily? Are there specific user permissions for processing refunds? I don't want to allow some of my business users to process refundsWhat is the Refunds feature? Our refund processing feature is a convenient tool integrated into our payment platform, allowing businesses to manage refunds for transactions made through multiple payment providers, such as Stripe, Authorize.net, NMI, and PayPalIt supports various payment methods, including Google Pay, Apple Pay, and card paymentsThe feature allows you to: Process full or partial refunds for transactions, giving businesses flexibility in handling customer refundsTrack successful and failed refund attempts on the Transaction Details page, enabling businesses to monitor refund history and amounts for specific transactionsEasily manage refunds for various payment providers and methods from one central platform, streamlining the refund process and reducing manual effortPlease Note: The feature currently does not support user-specific permissions for processing refunds, but it is planned for future implementationWhat are some beneficial usage cases? The refund processing feature can be beneficial in various usage cases: Resolving customer disputes: In cases where customers are unsatisfied with a product or service, the feature allows businesses to quickly and efficiently process refunds, improving customer satisfaction and trust in the brandAddressing billing errors: If a customer has been charged incorrectly or multiple times, businesses can use this feature to issue a refund promptly, ensuring a smooth customer experience and reducing the potential for negative feedbackHandling order cancellations: When a customer cancels an order or service, the refund processing feature enables businesses to process the necessary refunds efficiently, reducing administrative effort and wait times for the customerManaging returns and exchanges: In cases where customers return products or request an exchange, businesses can use the feature to refund the original purchase amount and facilitate a new transaction for the replacement itemOffering discounts and promotions: Businesses can use the feature to issue partial refunds to customers in cases where a discount or promotional offer was not applied correctly at the time of purchase, ensuring the customer receives the intended savingsHow to use the Refunds feature? Supported Payment Providers The refund action is available for all payment providers (Stripe, Authorize.net, NMI, and Paypal) There is no option as of now to refund the subsequent recurring transactions from subscriptionsSteps to issue a Refund: Head to Payments > Transactions> Click on the three dots next to the payment you want to refund> then click on RefundFull Refund If you want to issue a full refund, it will pre-populate the total amount of the transaction in this window for you automatically: Partial Refund You can edit the pre-populated amount to anything less than the Full amount of that transaction if you want to issue a Partial RefundPlease Note: Anything filled out in the Notes area is for your own record and shows up under the Notes Column in Refund details for the individual TransactionUsage cases for Partial Refunds: The partial refund feature can be valuable in various usage cases: Adjusting for pricing errors: If a customer was charged the wrong price for a product or service, businesses could use the partial refund feature to return the difference between the incorrect and correct price, ensuring the customer is fairly chargedOffering post-purchase discounts: Businesses may apply a particular discount or promotion to a customer's purchase after processing the transactionA partial refund can be issued to provide the customer with the intended savingsResolving disputes with a compromise: In cases where a customer is not entirely satisfied with a product or service, but the business and customer agree on a fair compromise, a partial refund can be issued to reflect the agreed-upon resolutionHandling partial returns: When a customer returns only part of an order, businesses can use the partial refund feature to refund the value of the returned items without affecting the remaining portion of the orderCompensating for damaged or missing items: If a customer receives an order with damaged or lost items, businesses can issue a partial refund to compensate for the inconvenience and value of the affected itemsReimbursement for shipping costs: In cases where a customer has experienced shipping issues or delays, businesses may issue a partial refund to cover the shipping costs as a gesture of goodwillFAQs Where will the refunded transactions be recorded? All the successful/failed attempts to process refunds will be placed under the Transaction details pageThis will help keep track of the refunded amounts within a specific transactionI am not able to process refunds with Authorize.net; it gives the error "The referenced transaction does not meet the criteria for issuing a credit" This is happening probably because the refund does not meet the critRefundith the payment providerAuthorize.net would only allow refunding transactions after 24 hours from the transaction timeThe ability to process refunds for older transactions depends on the policies of the payment provider and any specific time limitations they may havePlease refer to your payment provider's guidelines or contact their support team to clarify refunding older transactionsCan I process multiple partial refunds for a single transaction? Yes, you can process multiple partial refunds for a single transaction if the cumulative refund amount does not exceed the original transaction amountAre Google Pay and Apple Pay transactions supported for processing refunds? Yes, Google Pay and Apple Pay transactions and card payments can be refunded from the platformThis will refund the amount with the bank account associated with the corresponding bank account associated with Card or Google/Apple accountHow long does it take for a refund to be reflected in a customer's account? The time it takes for a refund to appear in a customer's account can vary depending on the payment provider and the customer's bankGenerally, the refund may take four to six businRefundys to be reflected in the customer's accountIs there a limit to the number of refunds I can process daily? A5: There is typically no fixed limit to the number of refunds you can process dailyHowever, it's essential to check with your payment provider to confirm if they have any specific limitations or requirements for processing refundsAre there specific user permissions for processing refunds? I don't want to allow some of my business users to process refundsAs of now, user permissions are not enabled for processing refundsThe best way to identify any refunds made within a transaction is to look at the transaction detailsWe have user-specific permissions on our to-do listBusinesses can filter any refunded transactions using the direct filter on the Transactions table </s>
<s>[INST] AI Conversational Appointment Booking Workflow and Setup [/INST] The following is a step-by-step guide on how to set up your own AI Conversational Appointment booking bot within a workflow. 1. Create Workflow Add a trigger with customer Replied (or any other trigger) 2. Select the AI appointment bot in the workflow options Create action for the appointment bot with the desired calendar Set the "Total bot processing duration" -This is how long before the bot will time out if there are no replies from the contact. 3. The AI conversation will end in one of the three ways. 1. The bot successfully books the appointment 2. Bot timed out: The appointment was not booked as the lead didn't respond to the prompts by the bot. 3. Appointment could not be booked for other reasons, - no suitable slot, the bot could not understand the query or other technical issues. 4. Create a condition if the bot booked an appointment. 5. Create a message or any action for the appointment booked condition 6. Secondary condition if the appointment is not booked due to bot timeout Here we want to know if the appointment was not booked because the bot timed out or for some other reason. Common reasons could be that no slots were available or the bot failed to understand the conversation. 7. Third Condition - Appointment not booked for any other reason. Configure appropriate actions for bot failures for any other reason. If you have Eliza Agent Platform Subscription, you can send the lead over there to continue the lead nurture. </s>
<s>[INST] How to connect to your Google My Business Location(s) [/INST] Google My Business is one of the most reliable platforms for marketers to manage the online presence of their business niche. It is the authentic way to acquire the trust of your audience by sharing your details to create a personalised relationship with them. This way the ultimate goal is to drive the audience to your businesses. How to connect your Google My Business profile Step 1: Go to Social Planner > Setting To get started, please go to Social Planner. In the top right corner of Social Planner, there is a Setting option (Gear icon). Please navigate to Settings by clicking it. Step 2: Click on Connect a new Google My Business Location The next step is to click on Connect a new Google My Business profile of the table as shown below to manage multiple GMB Locations. Step 3: Give permissions by choosing the Gmail Account If you're connecting any profile for the first time, they ask you to choose the Gmail account. Step 4: Choose the GMB Locations for the Social Planner Note: 1. If the GMB location is already added, it will show the message of the "location already added". 2. If the GMB account has more than 10 locations, it will show an error that "This location belongs to a chain. The Local Post API is disabled for this location". Troubleshooting Click here to go to the troubleshooting document Social Planner is available in the New UI. </s>
<s>[INST] Bulk Importing Contacts Via CSV Walkthrough [/INST] Whether this is your first CRM or you are moving from another system, importing lets you create records and update your existing databaseEach row represents a contact record, and each information column represents a contact property (First Name, Last Name, Email Address, etc.) Please note: Having issues importing contacts? Troubleshooting Bulk Imports Via CSV Covered in this Article: Pre-requisites: How to import contacts into the CRM Step 1: Setting up your CSV and Custom Fields before importing Step 2: Check for duplicates Step 3: Importing your contacts 1st Method: If your CSV has a phone # and or email, please follow this CSV setup guide 2nd Method: If your CSV does NOT have an email and or phone #, please watch the video below Breaking down advanced filters: Bulk Import Multiple Emails per Contact: Conditions to import: Steps to Import FAQ My CSV list is mixed; some contacts have an email or phone #, and some have both an email and phoneHow should I proceed? Some of my contacts have multiple emails and or phone numbersHow should I proceed? Important note for people that use Keap: When importing the phone numbers, I get the error code 1007 'invalid required property: I'm trying to import a CSV with a DND Column, but all contacts are set to DND for ALL channelsI'm trying to import a CSV with Notes, and I cannot generate more than one note per contact recordI'm trying to export a CSV with NotesPre-requisites: Only users with an 'Admin' role will have the option to import and export contactsThe import file needs to be a .csv file Have only one sheet/tab within the spreadsheet Be smaller than 50MB (Note: a typical .csv file with 4 columns and 10,000 records will be ~500kb in size) The first row should NOT be blank! Include a header row in which at least one column header corresponds to a field in the systemHow to import contacts into the CRM Step 1: Setting up your CSV and Custom Fields before importing Please Note: - When adding a phone number that requires a "+" sign, please add an apostrophe at the beginning of the number, like this: '+191668128779 (Correct format)- File Upload and Signature Fields are NOT supported when importing - When important contacts are with a DND column within your CSV, please note that the contact will be DND for ALL the channelsIf you would like to DND for specific channels, please set up a workflow first and use tags Having issues importing contacts? Troubleshooting Bulk Imports Via CSV Step 2: Check for duplicates It's always best practice to clean your list and check for duplicates before importing into any software, especially if you are running cold traffic campaignsFailure to do so can results in deliverability issues Step 3: Importing your contacts There are two methods to import contacts depending on your CSV data: 1st Method: If your CSV has a phone # and or email please follow the 1st method below 2nd Method: If your CSV does NOT have an email and or phone #, please follow the 2nd method below (Getting contact ID) 1st Method: If your CSV has a phone # and or email, please follow this CSV setup guide Please Note: The Add to Workflow/Campaign toggle only works for new contacts and not contacts that are being updated through the CSV file2nd Method: If your CSV does NOT have an email and or phone #, please watch the video below Please Note: Contact ID unique identifier only shows up if you have a column header with Contact ID written as the header titleWhen selecting the unique identifier (Email, Phone or Contact ID) The system will only use identifier selectedIt will not use the phone number during the importExample: My CSV has mixed emails and phone numbers, some contacts share emails like Breaking down advanced filters: Add New and Update Existing Contact Records: This means that it will create new contacts, and if you have any leads already in the system, it will update them with the information from your CSV fileThe system will check for existing contacts in the sub-account based on the unique identifier (Email, phone, or contact id) you selected (Primary or Secondary preference)Add New Contact Records: This will create new contact records and will not update existing contacts in the locationUpdate Existing Contact Records: This option will only update existing contact records and not create new contacts in the locationPlease Note: While the default unique identifier is Email, our system allows you to choose fields other than Email for de-duplication purposes during the Bulk CSV Upload Bulk Import Multiple Emails per Contact: You can leverage the power of effective contact management with our new 'Additional Emails' feature, complemented by the Bulk Import capabilitySeamlessly map, manage, and maintain multiple emails for each contact, enhancing data handlingOur innovative approach simplifies large-volume data management, ensuring a streamlined and efficient process for usersConditions to import: To ensure contact uniqueness, both the primary and additional email (if selected as the first preference) will be usedIn cases where multiple duplicate matches are found for an additional email, that specific email will be left outAny invalid emails in the additional fields will be removed, leaving only valid ones for a contactIf the email column in the CSV is blank, but the additional email column has values, the first additional email will serve as the primary emailWhen updating an existing contact, the specified emails in the CSV will be combined with the ones already associated with the contactThe "Additional Email" column can hold a maximum of 10 email IDs, with only the first 10 being considered if more are includedSteps to Import Within the Contact Import section, users will discover a new system field named “Additional Emails.” This feature enables users to map all their extra emailsDuring the import process, it's necessary to include all additional emails in one columnThese should be separated by commas (,), slashes (/), or semicolons (;), and then mapped to the “Additional Emails” field in the systemSample CSV FAQ My CSV list is mixed; some contacts have an email or phone #, and some have both an email and phoneHow should I proceed? Please use the 'secondary preference' option for a mixed CSVThe system will search for the first preference and then the second if it cannot locate the firstIn the example above the first preference is 'Email' and the second is 'Phone'Now we can find existing contact based on the secondary field, so if the contact record has only the phone number, we can also upload them! Some of my contacts have multiple emails and or phone numbersHow should I proceed? If a contact has multiple phone numbers or emails, please split the contacts into multiple so they will be uploadedExample: Original with two phone number columns: Josephine 810-292 9388 810-374-9840 josephine_darakjy@darakjy.org Cleaned for upload version: Josephine 810-292-9388 josephine_darakjy@darakjy.org Josephine 810-374-9840 Keep the email blank for the second lead with a different phone number because it will create duplicates when we upload contacts with phone numbers as the unique fieldImportant note for people that use Keap: The phone field from the CSV export in Keap is incompatible with GHLThe parenthesis '()' and dashes '-' make it incompatibleWe have to highlight the entire column in the CSV file and ensure it is numbered in, remove any parenthesis and dashes, and then we can import without corrupting the data in the CRMWhen importing the phone numbers, I get the error code 1007 'invalid required property': Add a country code for numbers outside the sub-account country when importing numbersIf the sub-account country is set to the US, you won't need to add a +1 (US country code) to the imported phone numbersHowever, if you're importing numbers outside of the US, you will need to add the country code I.eA sub-account that has set its business location to the US would need to add '+44 to call the UKIf the Sub-Accounts country is set to a different country other than the US (like - the UK, Australia, etc.), to call/SMS US numbers you would need to add a '+1 to the country's area code within the CSV FileI'm trying to import a CSV with a DND Column, but all contacts are set to DND for ALL channelsWhen importing contacts with a DND column within your CSV, please note that the contacts will be DND for ALL the channelsIf you want to DND for specific channels, please set up a workflow first and use tags for each channelIe: I would like john to be DND for SMS onlyI would create a workflow that DNDs a contact when a tag 'DND SMS' is addedSo now, on the CSV, I would add the Tag 'DND SMS' next to John's nameWhen importing, this would fire automation to DND John for SMS OnlyI'm trying to import a CSV with Notes, and I cannot generate more than one note per contact recordWhen importing contact notes, you may only have one note per contact record with a limit of 5000 charactersPlease use the large text custom field if you have more than one note or more characters than the allowed amountI'm trying to export a CSV with NotesAs of now, We do not have any limit for CSV import for notes, and As per our current export behavior, we support Max of 255 Characters for the last notePlease note: For a detailed troublshooting doc please see: Troubleshooting Bulk Imports Via CSV </s>
<s>[INST] Troubleshooting Outbound Calls using Dialer on Desktop Web App [/INST] TABLE OF CONTENTS 1Make sure that the microphone is allowed in the browser you are calling from 2Check if the microphone is allowed for the HighLevel web page on your browser: 3Check if there are any Google extensions (VPN) that might block the call dialling4Check if it works using the Google chrome guest browser 5Edit the Twilio number - Outbound Call Timeout - Make sure it's more than 20 seconds and more so it will dial for longer6Try to log in to app.gohighlevel.com on your Mobile phone's browser, not the mobile app, and see if you can call from there using the cellular data instead of the wifi network7Check if the TwiML app's location ID is correct if the location is already using a Twilio subaccount SID 1Make sure that the microphone is allowed in the browser you are calling from To Turn on app permissions for your microphone in Windows 10 To Control access to the microphone on Mac 2Check if the microphone is allowed for the HighLevel web page on your browser: Click on the lock icon on the top right > Is microphone allowed? 3Check if there are any Google extensions (VPN) that might block the call diallingOr to disable any VPN within the device 4Check if it works using the Google chrome guest browser We could try to use the Guest browser of Google chrome where there are no other extensionsAnd login to HL from the guest browser to make a call5Edit the Twilio number - Outbound Call Timeout - Make sure it's more than 20 seconds and more so it will dial for longer6Try to log in to app.gohighlevel.com on your Mobile phone's browser, not the mobile app, and see if you can call from there using the cellular data instead of the wifi networkThis will help us to know if it's device-specific or wifi-specific 7Check if the TwiML app's location ID is correct if the location is already using a Twilio subaccount SID Link to enter: https://api.gohighlevel.com/twilio/create_application/<location_id> </s>
<s>[INST] Getting Started With Smart Lists [/INST] Smart Lists are innovative contact lists that allow users to customize and filter contacts based on specific conditions, such as custom fieldsYou can select which columns to display, and the Smart Lists update in real-time as contact data changesMoreover, they've been enhanced with advanced conditions that allow the inclusion of contacts added between the time an Email campaign is scheduled and when it's sent out, making it a dynamic and flexible tool for effective campaign managementCovered in this Article: What are Smart Lists? Usage Cases: How to use Smart Lists? Setting Up a Smart List Accessing, Adjusting, and Cloning Smart Lists How To Filter By Custom Fields Lead nurturing using Smart ListsFAQs Q: How do I add pre-existing contacts to an already-made Smart List? Q: Can I manually add existing contacts to an existing Smart List? Q: How can I create a Smart List in Contacts when the filter says "Pipeline" instead of "Filter"? Q: I'm having trouble adding to an existing smart listWhen I try to add more people by clicking "and," it keeps zeroing out the listWhat could I be doing wrong? Q: I deleted a contact and didn't want to see the related smart listIs there a way to delete all records from the smart list? Q: Can I use a Smart List to create a report for conversions from a specific tag within the contacts? Q: Should agency admins be able to see all smart lists even if they haven't been shared with them? Q Can a user delete a smart list they've created if they don't have access to 'manage smart lists'? Q Can users manage smart lists without having 'settings' access? Q: Is there a way to see who created and shared a smart list? Q: Can all users see Smart Lists or just the user that created them? Q: Can Smart Lists be transferred between accounts or moved into a snapshot? Q: Can Smart Lists be shared with others? What are Smart Lists? Smart Lists are a feature in certain software platforms that provide a dynamic and customizable way to organize and manage contact listsRather than static lists, Smart Lists are dynamic and updated in real time based on specific criteria or conditions set by the userThese conditions include certain behaviors, attributes, or custom fields relevant to your contactsFor example, if you have a contact list for an email campaign, a Smart List could automatically update to include new contacts that meet the criteria you've specified since the campaign was first createdThis allows for real-time, automated updates to your contact lists, making them "smart." These lists can be filtered based on various conditions, allowing you to segment your contacts in the most relevant way to your needsYou can also choose which data columns to display, giving you a customized view of your contact informationUsage Cases: Marketing Campaign Segmentation: With Smart Lists, marketers can better target their audience by creating specific lists based on certain criteriaFor instance, a business can create a Smart List of customers who have purchased within the last six months and target them with a new product launch campaignCustomer Relationship Management (CRM): Businesses can use Smart Lists to manage customer relationships more effectivelyFor instance, a Smart List can be created to identify customers who haven't been contacted in a while, helping ensure consistent customer engagementSales Lead Prioritization: A Smart List can help sales teams to prioritize leads based on specific attributes like lead source, lead score, or recent activityThis enables the sales team to focus their efforts on high-potential leadsProduct Development Feedback: Smart Lists can help identify customers who frequently use a particular product or serviceThese customers can then be targeted for feedback or reviews, helping with product developmentCustomer Retention Strategies: Businesses can create Smart Lists to identify customers at risk of churn, such as those who have reduced their service usageThese customers can then be targeted with specific retention strategiesEvent Planning: For businesses that hold events, Smart Lists can be used to identify potential attendees based on past attendance, location, or interest in event topicsThis can help in sending targeted invitations and planning the event capacityCustomer Support: Smart Lists can help identify customers who have submitted multiple support tickets or have unresolved issuesThis allows customer service teams to reach out and improve customer satisfaction proactivelyHow to use Smart Lists? Setting Up a Smart List Go to Contacts > Contacts/Smart Lists and hit "More Filters." Pick one or multiple filters from the dropdown menu on the right side of your screenAfter choosing a filter, input the necessary details and click “Apply” to secure your filterTo add more filters, select the “AND” optionTo permanently save your filter(s) as a list, click “Save as smart list” at the bottom of your screenAccessing, Adjusting, and Cloning Smart Lists To access your Smart Lists, go to the Contacts section and select a Smart List name from the top to open itIf you want to modify an existing Smart List, open it, and you'll see the saved filters for that list on the right-hand sideSelect the trash can icon or the XTo modify a filter, click the pencil icon or the dropdown arrow to remove a filterUse the Save icon to store your changesYou can manage your Smart Lists by navigating to "Manage Smart Lists" at the top right of the Contacts pageThis area lets you duplicate, share, rename, or erase a Smart List using the icons to the rightHow To Filter By Custom Fields Lead nurturing using Smart ListsCreate a list of all contacts that have never been or have not been contacted in the last 90 days1Go to Smart List > Go to All Tab 2Click More Filters3Type 'last in the text box, which shows 'Add Filter.' You will see the 'Last Activity' filter as one of the options4Select the last activity filterOnce it is addedClick the 'More Than' radio buttonType in 90 days5Click on the column's dropdownSelect the Last Activity column6Press the + icon to name & save this listFAQs Q: How do I add pre-existing contacts to an already-made Smart List? A: Contacts are added automatically to a Smart List if they meet the filter conditions set for that Smart ListFor instance, if a Smart List includes all contacts with the "client" tag, any contact tagged as "client" will automatically be addedQ: Can I manually add existing contacts to an existing Smart List? A: No, contacts are not manually added to Smart ListsThey are added automatically based on the filters and conditions set for that Smart ListIf you add a tag to a contact that matches a filter condition for a Smart List, they will automatically be added to that Smart ListQ: How can I create a Smart List in Contacts when the filter says "Pipeline" instead of "Filter"? A: Smart Lists are essentially saved filtersIf you wish to create a new one, you should clear the existing filters and add new onesIf you only see "Pipeline", it might be due to a temporary interface issueTry refreshing the page and attempting the process againQ: I'm having trouble adding to an existing smart listWhen I try to add more people by clicking "and," it keeps zeroing out the listWhat could I be doing wrong? A: The issue you're experiencing might be related to the filters set for the smart listSmart lists automatically include contacts that match the set filtersIf you're trying to add contacts based on a specific attribute, such as a batch ID, ensure that attribute is included in your smart list filtersIf you're still experiencing problems, a useful workaround can be to tag all the contacts you want to include, change the filter to match that tag and add contacts to the listThis way, all the contacts that share the tag will automatically be included in the smart listQ: I deleted a contact and didn't want to see the related smart listIs there a way to delete all records from the smart list? A: You can delete a Smart List by going to the "Manage Smart Lists" tabHowever, remember that the delete option might be greyed out if a Smart list is shared with only one userTo delete such a list, you need to first untick the userOnce the user is unticked, the delete option will become available, and you can delete the smart listQ: Can I use a Smart List to create a report for conversions from a specific tag within the contacts? A: Currently, you can create a smart list by filtering based on that specific tag, and this list can be exported as a CSVHowever, viewing conversion rates for a specific list is not directly possibleConversion rates can only be seen from pipeline statuses marked as WON on the dashboard or from adding a source to pipeline cards and seeing the lead source reporting area at the bottom of the dashboardQ: Should agency admins be able to see all smart lists even if they haven't been shared with them? A: As of the last update, this option was unavailable to the agency adminsHighLevel was working on user permissions & role-based access at a granular level, and this feature has been added to the roadmapHowever, as an agency admin, there's currently no workaround if you cannot view a smart list created by a user and not shared with youQ Can a user delete a smart list they've created if they don't have access to 'manage smart lists'? A: The only way the smart list can be deleted is to provide the end user with "Contact" page accessThey can then go to manage Smartlist and delete itIf the user is not supposed to view contacts data, they can be enabled with "only assigned data" from the permission level and provide contact page accessQ Can users manage smart lists without having 'settings' access? A: Users cannot manage their smart lists without having 'settings' accessThis issue has been added to HighLevel's roadmap for future updatesQ: Is there a way to see who created and shared a smart list? A: HighLevel does not log information about who created and shared a smart listQ: Can all users see Smart Lists or just the user that created them? A: Smart Lists are created at the user level, not at the location levelHowever, with "global versus local" Smart Lists, users can now push their Smart Lists to the full account, making them visible to all usersQ: Can Smart Lists be transferred between accounts or moved into a snapshot? A: As of the time of writing, no feature allows moving Smart Lists from one account to another or importing them into a snapshotQ: Can Smart Lists be shared with others? A: Yes, you can share Smart ListsGo to 'Manage Smart Lists' and click the 'share' button to do this </s>
<s>[INST] Step-by-step guide to set up Mailgun [/INST] Step-by-step guide: 1Sign up for Mailgun https://signup.mailgun.com/new/signup 2Check your email inbox to verify the email address 3Click Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunMain 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 Please set up the domain or subdomain under US, not EUClick Add domain 5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsIf you are not sure where you should add the DNS records Step 1: lookup domain that we are trying to set up in mxtoolbox Only put the domain here, do not add http:// in front Once you look up the domain, it should show what your DNS hosting provider isStep 2: check the bottom note it will say reported by e.gwordpress.com Now we could add the DNS records to the domain providerWe can google wordpress DNS records if you are not sure where to locate the DNS records areaBased on what your domain provider is, now we could add the DNS records according to the domain provider: If you don't find the domain provider on this list, you can refer to one of the articles above, which should be similarMailgun Setup - GoDaddy Domain Setup Mailgun Setup - Namecheap Domain Setup Mailgun Setup - Siteground Domain Setup MailGun Setup - HostGator Domain Setup Mailgun Setup - Google Domains Mailgun Setup - CloudFlare 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] Authorize.net integration for processing payments [/INST] Authorize.Net is considered a competitive payment processor due to its reliability, security, and wide range of featuresIt has operated for over 20 years, providing payment processing services to businesses of all sizesAuthorize.Net provides robust security measures to protect transactions, sensitive customer information, and reliable uptime to ensure smooth transactionsAdditionally, Authorize.Net offers features such as recurring billing, mobile compatibility, and integrations with popular e-commerce platforms., Covered in this Article Which Payment Processor to use? Requirements to use Authorize.Net How to integrate Authorize.Net as a Payment Gateway? Side Notes for using Authorize.Net Test cards for Authorize.net integrationFAQ Why don't I see Paypal among the default gateway options? What will change in the reporting of transactions done with Authorize.net? Where will I be able to keep track of all payments? Where will I be able to find the subscriptions created via Authorize.net? I cannot relate to the subscription status defined on the Subscriptions pageHow do I Cancel/End a subscription created via Authorize.net? I am not able to do so in the merchant portalWill I be able to refund transactions as well within the application itself? I am using FDS filters with Authorize.net to hold transactions for review if the address is not submitted, the card code is not submitted, etcIs the system compatible with handling those cases? When will Authorize.net be available for invoices/Text2Pay/Calendar payments/memberships and other areas? Which Payment Processor to use? Deciding between Stripe, PayPal, and Authorize.net will depend on what's best for your businessHere's a comparison: Stripe: A popular choice for online businesses and startups, Stripe offers a developer-friendly platform, custom integrations, and transparent pricingPayPal: PayPal is a well-established payment processor with a global presence and a wide range of features, including a secure payment gateway, invoicing, and recurring paymentsAuthorize.net: Authorize.net is a trusted payment processor with a long history of providing reliable and secure payment processing servicesIt offers comprehensive features, including fraud detection and mobile compatibilityUltimately, the best choice depends on the specific needs of your business, such as the types of payments you need to accept, your target market, and your budgetIt's recommended to compare each processor's features, fees, and support options before decidingPlease Note: The data for fees is accurate as of when this article is being published, for more information please check out the Pricing pages of the three options listed: Stripe: https://stripe.com/gb/pricing Paypal: https://www.paypal.com/us/webapps/mpp/merchant-fees Authorize.net: https://www.authorize.net/en-us/sign-up/pricing.html Requirements to use Authorize.Net Authorize.net can accept transactions from United States, Australian, and Canadian merchantsCurrencies supported with Authorize.net - Link Before you can integrate Authorize.Net, you must confirm whether you are on a browser that supports using itBelow is a list of supported and tested browsers: Browser Name Recommend Version Chrome v80 or higher Edge (Chromium) v85 or higher Firefox v78 or higher Safari v12 or higher You can check and verify the browser and version you are using by: Use the below help/about information when inside the respective browser: Chrome Edge Firefox Safari Utilize sites like: https://www.whatsmybrowser.org/ https://www.whatismybrowser.com/ For the Merchant Interface inside Authorize.net, if an unsupported browser or version is detected, two possible messages may display depending on how low the browser version is., Browser Warning/Out of Date – In this case, Authorize.net may have detected a browser/version that you may encounter issues withYou should update to a newer version or use a different supported browserExamples of Outdated browsers: Internet Explorer (IE) 11 Edge (Legacy) Opera Browser Block/Out of Date – In this case, we have detected a browser/version that will encounter issues, and an updated browser version needs to be used or a different supported browserHow to integrate Authorize.Net as a Payment Gateway? 1Once you are sure you are using a supported browser and that you are operating from within one of the supported countries, you will need to acquire Live and Sandbox API keys from Authorize.net For sandbox API keys, log into the sandbox Merchant InterfaceFor Live API keys, log into the Live Merchant InterfaceClick Here for more details on Sandbox vsLive Mode in Authorize.Net2Then you can proceed to Payments> Integrations>Drop the 3 API Keys you got from your Merchant Interface in Authorize.NetYou can input the Live API Keys in the Live fieldsAnd you can input the Sandbox API Keys in the Sandbox FieldsOnce inputting the desired API Keys, click on the Save Button3It will show you a quick prompt asking whether you want to make Authorize.Net your Default Payment GatewayClicking on Cancel will still integrate Authorize.Net but will not make it the Default GatewayClicking on Confirm will integrate Authorize.net and make it the Default Payment GatewayPlease Note You are not required to disconnect Stripe to connect to Authorize.netYou can connect to both gateways on the integrations pageHowever, since you have connected two different gateways for processing payments, you will need to define a default gateway for processing paymentsPayPal will continue to function alongside Authorize.net/Stripe in order forms, whichever is set as the default Side Notes for using Authorize.Net If Authorize.net is connected and set as the default gateway, other product areas like memberships and SAAS payment links will continue to process payments using StripeIf there are recurring subscriptions/pending transactions with Stripe, they will continue to run as is until the Stripe connection is in placeWe encourage you not to disconnect any gatewayDefining the default gateway will run new transactions through the desired choice and keep the existing subscriptions running through Stripe and PayPal integrations in placePlease Note: You need to upgrade to funnels version 2 to make use of this featureClick here for the link to Authorize.Net's FAQ sectionTest cards for Authorize.net integrationExpiry Date can be any future date, and any 3/4 digits value can be the CVC: 4007000000027 (Visa) 4012888818888 (Visa) 4111111111111111 (Visa) 370000000000002 (American Express) 5424000000000015 (Mastercard) 2223000010309703 (Mastercard) 2223000010309711 (Mastercard) 6011000000000012 (Discover) 3088000000000017 (JCB) 38000000000006 (Diners Club/ Carte Blanche) FAQ Why don't I see Paypal among the default gateway options? You can connect to Paypal and use it as a payment method alongside a credit card payment method using Stripe/Authorize.netThis means the default has to be chosen among Stripe/Authorize.net when connectedPayPal can be used independently and alongside credit card payment methods on order formsand What will change in the reporting of transactions done with Authorize.net? Where will I be able to keep track of all payments? There will be no change in the Orders/Subscriptions/Transactions reportingAll the payments done via Authorize.net will be available under Payments ➝ TransactionsAlso, there will be no change in the functioning of workflow triggers/attribution associatedAll the functionalities will work the same with Authorize.netWhere will I be able to find the subscriptions created via Authorize.net? I cannot relate to the subscription status defined on the Subscriptions pageAll subscriptions created on the order forms can be tracked under Payments ➝ SubscriptionsThe following list represents subscription statuses and their inferences: Pending - When held for merchant review due to FDS Trial - Subscription is in trial mode Active - Last payment was made, and there is an upcoming payment as well Expired - All the subscription payments have been completed, and the subscription no longer exists Canceled - The merchant canceled the subscription using the Cancel action, and no further payments are to be processedUnpaid - The last payment for the subscription was not paid successfullyThe subscription is ongoing, but the final payment was unsuccessfulCancellation will be possible for the subscriptions according to the status: Status Cancel Pending No Trial Yes Active Yes Expired No Canceled No Unpaid Yes Cancel Action is provided only against those subscriptions which are created on Authorize.netCancellation of subscriptions for Stripe and PayPal will be added soonThe following flow describes the handling of subscription statuses and payment retry logics in case of a subsequent payment failure : If the first subscription payment is successful while purchasing the subscription on the order form, the subscription will move into the active state It can also move into the trial status if there is a trial period attached to the recurring product The subscription will remain active until every recurring payment is made successfully for the subscription and will move to "Expired" after the completion of paymentsIf the credit card expires for the end customer in the middle of the subscription, the payment requires authentication from the end customer, or the last payment didn't go through successfully; the status will move over to "Unpaid." The payment will be attempted two more times after 24 hrs eachThe status will remain "Unpaid." The subscription will remain in the Unpaid state and will attempt the following subsequent transactions, each with two retriesThe next subsequent payment will also be attempted, and if any payment becomes successful, the subscription will move into "Active." Else will stay with "Unpaid" statusThe subscription status will move to "Expired" after all the retries have been made for the last transactionIf the merchant disconnected the gateway account and there is an ongoing subscription, the transaction cannot be processed; hence the subscription will move to unpaidThe retry attempts will continue according to the retry logicHow do I Cancel/End a subscription created via Authorize.net? I am not able to do so in the merchant portalSubscriptions created using Authorize.net can be canceled within the Subscriptions page using the 'Cancel Subscription' ActionWe do not create subscriptions using the Automatic Recurring Billing of Authorize.net; hence, only transaction charges corresponding to a subscription will be visible in the merchant portalWill I be able to refund transactions as well within the application itself? Yes, we have the refund functionality within the applicationYou can refund any transaction under Payments - > Transactions I am using FDS filters with Authorize.net to hold transactions for review if the address is not submitted, the card code is not submitted, etcIs the system compatible with handling those cases? Yes, If you hold transactions submitted on order forms for review based on FDS filtersIn that case, your transaction will be held for review (or declined as per the setting that you have configured) and will be visible in your merchant portalAdditionally, the corresponding status will be updated on the Transactions pageWhen you approve or decline the transactionRegarding recurring invoice payments/calendar appointment booking payments, we treat the transaction as declined and do not book the calendar appointment or schedule the auto payment, since it introduces complications regarding when the business owner will approve the paymentDoes Authorize.net work for membership checkouts? Yes, Authorize.net is available for membership checkouts When will Authorize.net be available for SaaS? Please vote on the ideas board for enabling this integration for selling SaaSallowing this integration </s>
<s>[INST] How to Import Email template(s) from Mailchimp [/INST] In order to import your Mailchimp email template, you need to log in to your Mailchimp accountClick on the "Templates" link in the left menu and you should see a list of all of your saved templatesIf not, click the "create new template" button and add the title that is displayed below your email template: Covered in this article: Preview the Email Campaign/ Template Follow the steps given information in Mailchimp Campaign Template FAQ Do we need emails like Drag and Drop with Import for Mailchimp? What will be the title of the Email Template? Overview: Importing of email third-party providers like Mailchimp which provides email campaigns and templatesHere's how you can import email from Mailchimp: Please Note: Template which will get created will be in Code Editor - HTML type of emailPreview the Email Campaign/ Template 1 - Go to Emails > Email Templates 2 - Click on "Create New Templates" with the option of "Import Template"Importing an Email Template from Mailchimp Campaign - Go to Mailchimp > All Campaigns - Visit the Campaign from All Campaigns - Click Edit > View Email and copy the campaign URL Template - Create a new campaign with the existing template and follow the steps to copy the campaign URL1 - Copy and paste the URL for Mailchimp Campaign/ Template 2 - Check the preview of the Mailchimp Campaign 3 - Click Create Template to Import the Mailchimp Importing an Email Template from Active Campaign Campaign - Go to Mailchimp > All Campaigns - Visit the Campaign from All Campaigns - Click Edit > View Email and copy the campaign URL Template - Create a new campaign with the existing template and follow the steps to copy the campaign URL1 - Copy and paste the URL for Mailchimp Campaign/ Template 2 - Check the preview of the Mailchimp Campaign 3 - Click Create Template to Import the Mailchimp FAQ Do we need emails like Drag and Drop with Import for Mailchimp? This is our experiment to encourage users to use and share feedback with usWhat will be the title of the Email Template? The user will be required to add the template name after clicking "create template" </s>
<s>[INST] How to add 2nd Tier Commission in Affliate Manager? [/INST] Second-tier commissions in affiliate marketing refer to a system where affiliates can earn commissions not only for the sales they directly generate but also for the sales generated by affiliates they referred to the programThis creates a multi-level structure where affiliates can benefit not only from their own efforts but also from the efforts of those they recruitTwo Tier Commission - Affliate Manager - Watch Video Here are some reasons why second-tier commissions can be beneficial in affiliate marketing: Incentivizes Recruitment: Offering second-tier commissions provides an incentive for affiliates to actively recruit and mentor new affiliatesThis can help in expanding the affiliate network, which ultimately leads to more sales and exposure for the merchantMotivation for Affiliates: Knowing that they can earn additional income from the efforts of affiliates they refer, existing affiliates may be more motivated to actively support and assist their recruitsThis can lead to a more engaged and collaborative affiliate communityRewards for Leadership and Mentorship: Affiliates who excel at mentoring and guiding their recruits should be rewarded for their leadership skillsSecond-tier commissions recognize and compensate affiliates for their role in developing a successful teamLong-term Growth Potential: Second-tier commissions can lead to exponential growth as the affiliate network expandsAffiliates have a vested interest in helping their recruits succeed, which can lead to a self-sustaining cycle of recruitment, training, and salesDiversification of Income Streams: Affiliates can diversify their income sources by not relying solely on their own salesThey have the opportunity to earn from the combined efforts of their recruits, which can provide stability in incomeAttracts Experienced Affiliates: Experienced and successful affiliates may be more inclined to join a program that offers second-tier commissionsKnowing that they can benefit from building a team may entice them to participateCompetitive Advantage: Offering second-tier commissions can make an affiliate program more attractive compared to programs that only offer first-tier commissionsThis can be a differentiating factor in a competitive marketHow does Second Tier Affliate Marketing work? Go to Marketing > Affliate Manager Navigate yourself to Campaigns, Create new campaign for running two tier commissionWhile creating campaign, there will be option to add the first tier commission and second tier commission 4First tier commission will rewarded to the affiliate that made the sale and Second tier will be rewarded to parent affiliate who referred the affiliateOnce the commission for 2nd tier is set using flat or percentage5Once the sales goes through by affiliate, the parent affiliate can check the network and sales commission for each affiliate in the networkAlso, payout reflect second tier commission collection </s>
<s>[INST] Activate SaaS Mode, Request Payment, and Configure Phone Rebilling [/INST] With the SAAS model, Agencies can resell the platform's features and tools to their clients, eliminating the need for local software installationPhone Rebilling is a feature that allows businesses to automate the process of billing their clients for phone usageThe feature integrates with the phone system and bills the clients automatically after applying a multiplier to the charges paid to the Phone System by the agency, saving time, reducing errors, and earning some profit for the AgencyCovered in this Article SAAS mode Activation (Request Payment>>Phone Rebilling Config) Phone Rebilling on Freelancer Plans (297/month & 2970/year) How do I know which sub-accounts can be rebilled for phone usage? How do I enable phone rebilling? How does rebilling work? How can I check my Agency's usage? How can my client check their usage? SAAS mode Activation (Request Payment>>Phone Rebilling Config) Please Note As of 25th January 2023Phone Rebilling is also available on the $297/Month and $2970/year plans! But only for sub-accounts that are using LeadConnector Phone, not TwilioThis video covers the $497/month process and $4970/Year Pro Plan ClientsBefore you start with this tutorial, you'll want to connect your Stripe account to your Agency account if you haven't alreadyWith Phase 2 of SaaS mode, you can activate SaaS mode for specific sub-accounts, request a credit card from your clients via links or connect an existing client from your Stipe account, and configure Twilio rebilling so your clients pre-pay for their Twilio usageYou generate a profit from their creditsPhone Rebilling on Freelancer Plans (297/month & 2970/year) From January 25th, 2023, onwards, our agencies on the Freelancer plan (aka Agency Unlimited plan, 297/month or 2970/year) will be able to rebill phone costs to their clients (sub-accounts)This only works if your client is using LC Phone (and NOT Twilio) Click Here to learn how to move an account over to the LeadConnector Phone SystemAgencies on the freelancer plan can NOT mark the costs upRebilling at markup is only available on the Pro PlanHowever, freelancer plan subaccounts will continue to benefit from a 10% discount because what LC Phone charges is already 10% cheaper than Twilio in most categories like phone numbers, US/Canada SMS and calling, etcThe sub-account must contain at least one account admin (not to be confused with agency admin) to add/manage your client's payment methodHow do I know which sub-accounts can be rebilled for phone usage? Please head over to Agency Level -> Settings -> Phone Integration A sub-account can fall into any one of the following conditions Phone rebilling enabled - You are rebilling phone related costs to your clients Phone rebilling can be enabled - To rebill phone costs to your client, please go to the manage client page and turn on phone rebillingPhone rebilling disabled - Use LeadConnector phone on this sub-account to rebill phone related costs to your clientsHow do I enable phone rebilling? You can navigate to the Manage Client page from here: Or from Agency Sidebar> Sub-Accounts>Scroll to the account: Scroll down to Phone System Resell Settings and enable this toggle: It will then ask for the method by which you want to ask your client to add a Payment Method: If the client already exists on your Stripe account, you can choose I already have this customer in Stripe and then search for them using their Name, Email, or Stripe ID which you have them by in Stripe., At this point your client can add their payment method by going to Sub-Account Level -> Settings -> Company Billing pagePlease Note Agencies must not add their own card hereIt needs to be your client's cardOnce your client has added their card, you can enable the rebilling option for them in the Manage Client areaAs mentioned above, these charges can not be marked up on the Freelancer Plan AgenciesTo cover your Stripe charges, the default markup is set to 1.05x (meaning a 5% markup) to cover your Stripe chargesHow does rebilling work? You, the Agency, get billed from the CRM for LC usage Your client gets billed from your Stripe account for Phone Rebilling How can I check my Agency's usage? Please head to Agency Level -> Settings -> Billing and click on See Details in the credits sectionHow do I analyze my Agency's Spending on LC Communications? How can my client check their usage? Please head to Sub-Account Level -> Settings -> Company Billing and click on See Details in the credits section </s>
<s>[INST] How to add an Additional Domain for WordPress site [/INST] This article will help you add an additional domain for your WordPress site hosted through usInstructions to add an additional domain Step 1: Click on the 'Add domain or sub-domain button Step 2: Add CNAME record for your domain Step 3: Create an A record for your domain now Step 1: Click on the 'Add domain or sub-domain button Step 2: Add CNAME record for your domain Enter the domain name which you want to use Click the 'Generate CNAME' button Copy the system generated Key and Value Add a CNAME record based on these values Check the box stating you've added a CNAME Hit 'Verify and Create Certificate' Please note: The value of the CNAME and A record might be different (wp1.msgsndr.com, wp2.msgsndr.com, etc.) for youPlease ensure you check the value from your screen before adding the recordStep 3: Create an A record for your domain now Copy the value from the popup and add an A record in the domain settings Please note: The value of the CNAME and A record might be different (wp1.msgsndr.com, wp2.msgsndr.com, etc.) for youPlease ensure you check the value from your screen before adding the recordThat's itNow once the DNS records have propagated successfully, you can set your new domain as primary domain from the WordPress DashboardLinked Articles for some Domain Registrars How to add a CNAME Record in CloudFlare How to add a CNAME Record in Domain.com How to add a CNAME Record in BlueHost How to add a CNAME Record in HostGator How to add a CNAME Record in GoDaddy How to add a CNAME Record in NameCheap Some domain providers take 24 - 48 hours to propagate DNS changes while others are instantYou can use tools like https://dnschecker.org/ to check if your DNS changes are propagated or notDomain Not Adding Troubleshooting This can happen due to a few reasons There is a typo in your domain name [like in the example above] In this scenario fixing the typo will resolve your issue Your DNS changes haven't propagated yet In this case you need to wait longer and try again after a few hours or the next day to see if it works Your DNS configuration is not setup correctly Please reach out to your Domain Provider and discuss the errors with their support team Maybe you have conflicting records for the same subdomain [for example if blog.mydomain.com has a CNAME record pointing to wp1.msgsndr.com but it also has an A record pointing to some other provider] In such cases removing the other duplicate record will fix your issue In most cases with your DNS setup, HighLevel support teams will not be able to assist you and you may need to reach out to your domain provider </s>
<s>[INST] Workflow Builder - If/Else Conditional Event [/INST] TABLE OF CONTENTS When using Includes/ Does Not Include as a condition: Creating an And condition: Creating an Or Condition If/ Else Branches What happens when two branches are both true? Will the lead go down both paths? Time Comparison Operators The "Is" Operator The "Is Not" Operator The "Is After" Operator The "Is on or After" Operator The "Is before" Operator The "Is on or before" Operator The "Is not empty" or "Is empty" Operator Troubleshooting When using Includes/ Does Not Include as a condition: Please Note: There are several conditional parameters in Workflow Builder where you'll have the option to specify "Includes" or "Does not include" such as Tags and other multiple-option custom fields (checkbox fields, dropdown pickers, etc.) Creating an And condition: In the example below we are using the AND conditionThe system is searching to make sure that the contact Tags - "Does NOT include" both the 'consultation_booked' AND 'consultation_confirmed' tagsIf one of the two tags is present on the respective contact, then the condition will failIn this example in order for this contact to go down the "YES" path, both tags would NOT be present on the contact profile/recordCreating an Or Condition If your intention is to create an "OR" scenario, you would want to break the two tags into separate conditions and choose the OR option like this: In this case, if the contact meets ONE or both of the "Or tags" then the condition is trueThe system is only looking for one or both conditions to be correct before pushing the contact down the "Yes" pathMore info: If/ Else Conditions - Troubleshooting AND or OR conditions If/ Else Branches Please Note: If or else branches support up to 10 different outcomes per eventWhat happens when two branches are both true? Will the lead go down both paths? No, the system will push the lead down the first correct path/branch in your setupSo it goes top down in the order you built the conditions/branchesTime Comparison Operators Time Comparison Operators are essential components in workflows used to compare the current date and time with a specified input valueThese operators enable workflow automation systems to make informed decisions based on time conditionsThe different date and time units that can be compared using these operators include the current day of the week, the current day of the month, the current month, the current year, and the current hourOnce you choose the specific Time Parameter for which you want to use a Time Comparison Operator for, you need to choose the Time Comparison Operator from the drop down for Select Operator: The "Is" Operator The "Is" comparison operator checks whether the selected date unit is the same as the input valueFor instance, "Current Day of the Week Is Monday" will only return true if today is MondaySimilarly, "Current Month Is January" will only return true if it is currently JanuaryFor the options like Current day of the Month is, you need to specify the date of the current month like the 1st, 2nd, 3rd The "Is Not" Operator The "Is not" operator, on the other hand, checks if the selected date unit is different than the provided inputFor instance, "Current Day of the Week Is Not Saturday" will return true for all days except SaturdayThe "Is After" Operator The "Is after" operator checks if the selected date unit is after the provided inputHowever, in the case of hours, this operator only considers minutes that start on the next hourFor instance, "Current Hour Is After 6 PM" will only return true if the time is 7:00 PM onwards because 6:59 PM is still considered inside of 6 PMThe "Is on or After" Operator The "Is on or after" operator checks if the selected date unit is on or after the provided inputFor hours, this operator considers minutes from the same hour and onwardsFor instance, "Current Hour Is On or After 6 PM" will return true for 6:59 PM because it is considered to be "On" 6 PMAnd it will also be true for any time after 6PM because of the on or After logic in itThe "Is before" Operator The "Is before" operator checks if the selected date unit is before the provided inputFor example, "Current Month Is Before June" will return true for all months before JuneThe "Is on or before" Operator The "Is on or before" operator checks if the selected date unit is on or before the provided inputFor hours, this operator also considers minutes from the same hourFor instance, "Current Hour Is On or Before 6 PM" will return true for 6:59 PM because it is considered to be "On" 6 PMThe "Is not empty" or "Is empty" Operator Lastly, the "Is not empty" operator checks if the field has a value, while the "Is empty" operator checks if the field does not have any valueThese two operators are used to ensure that the workflow automation system receives valid input valuesTroubleshooting If/ Else Conditions - Troubleshooting AND or OR conditions </s>
<s>[INST] How To Connect Stripe To Your Agency Dashboard [/INST] This article walks you through the process of connecting Stripe to your Agency Dashboard quickly and simply. Steps to Connect Stripe to Your Agency Dashboard Make sure you are under your Agency Level Account Click Settings Click Stripe Integration Click the Connect To Your Stripe Account button Then hit connect See also: "Best Practices For Using Stripe With Your Agency Dashboard." </s>
<s>[INST] Import Snapshots [/INST] Import Snapshot from Snapshot Share Link Follow the steps below to import a snapshot from a shareable link Log into HighLevel in your web browser Open an additional tab in your browser Paste the snapshot share link into the browser address bar and hit enter Click Yes! Import Now Import Snapshot from Email Follow the steps below to import a snapshot from email Log into HighLevel in your web browser Click Click here. in the email Click Yes! Import Now Imported Snapshots appear under the Imported Snapshots tab in Settings (Agency View) -> Account Snapshot. Next steps Once the snapshot is loaded, you need to click on 'Agency View' > 'Subaccounts.' You will click on the subaccount name (without switching to the subaccount) to open the subaccount details. Then, locate the 'Actions' button in the top right corner and select 'Load Snapshot.' This will open a dropdown menu where you can load the snapshot and select specific items that you want to be loaded, such as campaigns, calendars, etc.. You will be able to load as many snapshots as you want per subaccount. https://help.gohighlevel.com/a/solutions/articles/48000982582?portalId=48000045315 </s>
<s>[INST] Where Can I Find My SMTP Credentials? [/INST] In order to use our SMTP server, you need to use the SMTP credentials associated with your domainPlease note that the SMTP credentials are unique for each domain you addIf you want to check the list of currently added users, or add more users, you can easily do so by accessing your domain settingsNote: Since we does not host mailboxes, We do not offer support for POP or IMAP protocols TABLE OF CONTENTS How to Create SMTP Credentials SMTP Settings What Ports Does Mailgun Support? How to Reset SMTP Password How to Delete SMTP Credential LC - Email Pricing Where can I find my IMAP settings? How to Create SMTP Credentials SMTP credentials can be created in sub-accounts level(not the agency-assigned domain) not at the agency levelNavigate to Sub-account Settings - Email Service -> SMTP Service -> Dedicated Domain and IP -> SMTP Settings under dedicated domainClick the "Create New SMTP User" and add username and passwords to create the credentialPlease note that only a maximum of five SMTP credentials can be created for a dedicated domainSMTP Settings SMTP Server Address: smtp.mailgun.org Secure Connection: TLS/SSL based on your mail client/website SMTP plugin SMTP Username: [YourGivenName@DomainName.com] SMTP Password: [YourGivenPassword] SMTP port: 25, 465 (SSL/TLS), 587 (STARTTLS), and 2525What Ports Does Mailgun Support? Our servers listen on ports 25, 465 (SSL/TLS), 587 (STARTTLS), and 2525How to Reset SMTP Password To finalize the password reset process, kindly click on the "Reset Password" button located in the pop-up modalHow to Delete SMTP Credential To Delete the SMTP credential, kindly click on the "Delete" button located in the pop-up modalLC - Email Pricing We charge $0.675 for 1000 emails for all the plans at a lower cost than most major SMTP providers compared to $0.80/1000 with MailGunAgency view > Billing > Credits: All incoming and outgoing emails (To, CC, and BCC) will be chargedWhere can I find my IMAP settings? IMAP is used to retrieve messages, and SMTP is for sending dataNote: Since we does not host mailboxes, We do not offer support for POP or IMAP protocolsIn IMAP settings you cannot use the SMTP credentailsYou can find your IMAP in your email provider settingsExample: If you are using Google, you need to generate an app password in Google, Username: Your Email address Password: You app password IMAP host: imap.gmail.com IMAP port: 993 Here are the support pages of some of the email providers that will guide you on obtaining the IMAP hostnames: Amazon AWS Hostgator Ionos Kinghost Rackspace TransIP Bluehost Titan Dreamhost InMotion Verizon IMAP host: imap.verizon.net IMAP port: 995 AOL IMAP host: imap.aol.com IMAP port: 993 If your provider is not listed here, we recommend reaching out to your email service provider for the IMAP </s>
<s>[INST] How to Send Annual Emails/Sms using workflows [/INST] </s>
<s>[INST] Email Validation From Maligun within the CRM [/INST] Activate Email Validation to have MailGun validate your new emails automatically inside the CRM. Please note: Activating email validation in the CRM will incur costs from MailGun in your MailGun account. Email validation is a paid service and is charged at $0.012 / email - Check MailGun for pricing. Covered in this Article: How to enable Email validation in the CRM: How to enable Email re-validation in the CRM: FAQ How does email validation work? Please Note: We will re-validate all emails every 90 days as emails go valid/invalid occasionally. How to enable Email validation in the CRM: 1. Click on Switch to Agency View 2. Click on Settings 3. Click on Email Services and Navigate to Location Settings 4. Enable Email Validation by clicking on the toggle in front of the desired sub-account: Please Note: Email validation is a paid service and is charged at $0.012 / email How to enable Email re-validation in the CRM: 1. Once you are in the agency view, click on Sub-Accounts 2. Search by the sub-account name 3. Click on the sub-account name 4. Scroll down to Email Advanced Settings > Enable Re-validation for 90 days revalidated FAQ How does email validation work? Email validation validates new contacts when entering the system for the first time (form, survey, calendars, chat widget) or when sending a new email after enabling email validation. Head into the contact record >scroll down the right side > click the envelope icon. Green = Valid Red = Invalid, too old, previously bounced, unsubscribed, etc. The error would specify why the Email is invalid. </s>
<s>[INST] Industry Playbook - Travel & Hospitality [/INST] The roadmap for growing a local Travel/Hospitality 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 buyers. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Travel/Hospitality business’s website. Integrate the Travel/Hospitality business's Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Travel/Hospitality 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 Travel/Hospitality business often sends to people. Activate Conversation AI so the Travel/Hospitality 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 Travel/Hospitality business can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Travel/Hospitality business can easily send out news, updates, and promotions to their contacts. </s>
<s>[INST] Workflow Action for Generating One Time Link [/INST] In This Article Understanding One-Time Links Key Benefits of Integrating One-Time Links into Your Workflow How to Generate Dynamic One-Time Links Related Article One Time Link Understanding One-Time Links A one-time link is a unique scheduling link that automatically expires upon bookingWith the 'Generate One-Time Booking Link' action, users can now effortlessly create these links directly within their workflowKey Benefits of Integrating One-Time Links into Your Workflow Streamlined Scheduling: Eliminates the manual effort involved in link creation, ensuring a seamless and error-free scheduling processVersatility in Workflow Integration: Adapts to diverse use cases by seamlessly fitting into tailored workflows, making it a versatile tool for various scheduling scenariosEnhanced Booking Management: Offers a dynamic, effective, and flexible approach to managing bookings, providing users with greater control and adaptabilityHow to Generate Dynamic One-Time Links To generate dynamic One-Time Links within your workflow, follow these simple steps: 1Create a Workflow: Start by creating a workflow in your accountDefine the trigger that initiates the workflow based on your specific needs2Add the 'Generate One-Time Booking Link' Action: Within your workflow, add an actionNavigate to the 'Appointments' category and select 'Generate One Time Booking Link.' 3Choose the calendar for which you want to generate the one-time link4Share the Generated Link: To share the link with your contact, add a communication action (e.g., email) to your workflow5Add the Custom Value: Insert the unique one-time link that will get generated each time a trigger is activated, into the email body using a custom valueSelect 'Generate One Time Booking Link' and choose 'One Time Link.' 6Customize Email Body: Customize the email body as needed and click 'Save.' 7Publish Workflow: Once your workflow is set up, publish itNow, each time a contact enters the workflow triggered by your defined condition, a unique one-time link will be generated and sent to them via email </s>
<s>[INST] How to Manage Members Inside groups [/INST] Members Management Inside Groups" provides the framework for establishing a structured and well-regulated community within your CRM platformIt details the distinctive roles within a group - Owners, Admins, Moderators, and Contributors - and their responsibilitiesIt further guides you on inviting members, adjusting roles, access control, and migrating from existing communitiesCovered in this Article Comprehensive Guide on Members Management Inside Community Groups Understanding Member Roles 1Owner: 2Admin: 3Moderators: 4Contributors: Here's a breakdown of the table: Inviting Members to the Group Modifying Member Roles and Access Control Changing Member Email/Phone Visibility: Removing Members from a Group Migrating Members from Existing Communities FAQs Q: Can I set up an automated invitation for new clients added to my CRM? Q: I have a large list of potential membersIs there a way to invite them all at once? Q: Can members invite others to the group, or is this feature exclusive to admins and owners? Q: I sent an invitation, but the member hasn't joined yetCan I resend the invitation? Q: Can I personalize the invitation sent to potential members? Q: What happens when an invited member tries to join the group? Q: Can I track who has accepted the invitation and joined the group? Comprehensive Guide on Members Management Inside Community Groups Community groups within a CRM platform are the beating heart of an online communityThey foster interactive discussions, connect individuals with shared interests, and serve as knowledge-sharing hubsManaging these groups effectively is crucial for maintaining a healthy and productive environmentThis article provides a comprehensive guide on managing members within community groupsUnderstanding Member Roles A well-structured community group has a hierarchy of roles, each with distinct responsibilities and capabilitiesHere are the four key roles: 1Owner: As the highest-ranking role, an Owner holds full administrative control over the group, even the authority to mark group as Inactive the group if necessaryNote: Groups can only be marked Inactive and not Deleted 2Admin: Admins manage group members effectivelyThey can add or remove members and assign administrative privileges, thus allowing others to assist in managing the group3Moderators: Moderators maintain the group's integrityThey monitor and moderate content within the group, ensuring it adheres to community guidelines and fosters a respectful environment4Contributors: Contributors are the group's lifeblood, driving discussions and engaging with contentThey can post discussions, add comments, and show their engagement with likesUnderstanding these roles enables effective management and moderation, ensuring each member can participate appropriatelyRoleCreate PostsModerate PostsManage MembersDelete Group Owner ✔️ ✔️ ✔️ ✔️ Admin ✔️ ✔️ ✔️ ❌ Moderator ✔️ ✔️ ❌ ❌ Contributor ✔️ ❌ ❌ ❌ Here's a breakdown of the table: Create Posts: This is the ability to create and publish new posts in the groupAll roles except for 'Owner' and 'Admin' may or may not have this ability, depending on the settings established by the 'Owner.' Moderate Posts: This is the ability to moderate, or delete posts made by other group membersThis ability is typically reserved for 'Owners,' 'Admins,' and 'Moderators.' Manage Members: This includes adding new members, changing members' roles, and removing members from the groupTypically, this ability is reserved for 'Owners' and 'Admins.' Delete Group: This is the ability to delete the group entirelyThis ability is typically reserved only for the 'Owner' to prevent accidental or unauthorized deletion of the groupInviting Members to the Group In the near future, we have plans to introduce in-app methods for inviting members to join your groupHowever, currently, you can initiate the process by copying the group URL and utilizing it in email and SMS campaigns to invite your members to join the community groupHere's a rephrased version: In the upcoming updates, we will introduce convenient in-app methods to invite members directly to your groupIn the meantime, you can begin by copying the unique group URL providedUtilize this URL in your email and SMS campaigns, encouraging your members to join the community groupIncluding the group URL in your campaigns enables your members to access and join the community group easilyPlease Note: You can create custom values for each Group URL and drop the custom values in your email/sms campaigns and automationsThat way if you decide to change a Group URL you can just go ahead and change it in the custom values and send it again to everyone who has received it and to new entrantsAs we continue to enhance the platform, we aim to introduce more streamlined and integrated ways of inviting members to join your group within the appModifying Member Roles and Access Control Admins and owners can manage the access of group members within the communityTo modify the access of a member, follow these steps: When logged in to the group, navigate to the "People" tab at the top of the pageIn the "People" tab, you can search or apply filters to locate the specific member you wish to modifyOnce you have found the member, click on the three dots icon on their profile's right sideSelect the appropriate role or access level you want to assign to the member from the options presentedBy choosing the relevant role, you can effectively update and manage the member's access within the groupBy utilizing the "People" tab and the available options, admins, and owners can easily control and adjust the access levels of group members based on their responsibilities and permissionsChanging Member Email/Phone Visibility: Users can click on their initals on the top right to access their View or Edit Profile areaFrom here, they can access the Social Media tab to choose whether or not they wish their Email/Phone to be visibleRemoving Members from a Group Admins and owners have the authority to manage group members' access, including the ability to remove them from the groupTo revoke access from a member, follow these steps: While logged in to the group, navigate to the "People" tab at the top of the pageIn the "People" tab, you can search or apply filters to locate the specific member you wish to removeOnce you have identified the member, click on the three dots icon on their profile's right sideFrom the options available, select the "Remove from Group" optionBy selecting this option, you effectively remove the member's access and privileges from the groupBy utilizing the "People" tab and following these steps, admins and owners can easily manage the access of group members, including the ability to remove them from the group when necessaryMigrating Members from Existing Communities Transitioning to Communities from an existing platform is a straightforward processCreate a group within Communities, ensuring the group name matches or aligns with your existing platformConfigure the branding of the group to maintain consistency with your previous platformThis includes selecting the same custom domain and group name you have used beforeTo facilitate a smooth transition, sending out welcome emails to your existing clients, notifying them about the move to Communities, and inviting them to join the new group are recommendedAs a welcoming gesture to new members, pin a post in the group that provides a warm introduction and sets the expectations for their participationFAQs Q: Can I set up an automated invitation for new clients added to my CRM? A: As of now, Communities doesn't support automated invitationsHowever, it is a feature we want to add in the futureYou can manually invite new clients by copying and sharing the group URLQ: I have a large list of potential membersIs there a way to invite them all at once? A: You can invite multiple members at once by sending out a mass email or SMS campaign with the group URL includedThis makes it easy for them to access and join the communityQ: Can members invite others to the group, or is this feature exclusive to admins and owners? A: Typically, members can share the group URL with others, effectively inviting themHowever, to maintain control over group membership, Admins and Owners can remove anyone they do not wish to allow in a groupPrivate Groups are in the timeline for later Q: I sent an invitation, but the member hasn't joined yetCan I resend the invitation? A: AbsolutelyIt's possible the invitation was missed, or they haven't had a chance to join yetSimply resend the group URL to give them another opportunity to joinQ: Can I personalize the invitation sent to potential members? A: Invitations can be personalized within your CRM, email, or SMS platform when you share the group URLHowever, the Communities platform currently doesn't support the personalization of invitations within the systemQ: What happens when an invited member tries to join the group? A: When an invited member clicks on the group URL, they are directed to the group where they can request to joinThey are admitted automatically upon signing upQ: Can I track who has accepted the invitation and joined the group? A: Yes, within the "People" tab in your group, you can see all the members of your group, including those who have recently joinedThis allows you to keep track of membership and engagement levels </s>
<s>[INST] Getting Started with the Affiliate Manager (Overview & FAQ) [/INST] The Vision behind the Affiliate Manager system is to provide an affiliate management tool to SaaS Agency owners to manage their affiliate/referral network within the CRMThis overview article will briefly cover how it works and which help docs to use when setting up your first campaignPlease note: - Affiliate commission is tracked via a sale happening first in StripeThe system does not currently track refunds for One-time products or Subscriptions- For subscription cancellations, the Affiliate Manager administrator can choose to pay 15, 30 or 60 days after the sale has occurredThis allows for sufficient time for the administrator to deny commission if the subscription gets canceledOnce canceled the lead will move into the churned category and can later be re-activated by initiating another checkout or enrolling them again in Stripe- The affiliate commission can be one-time or recurring depending on the Stripe product being sold- Payments are a manual process that would need to be done by the Affiliate Manager Administrator - If a coupon is used during check-out, the discount value is considered revenue, and the commission is calculated off that discounted value Covered in this Article: Pre-requisite for making an Affiliate Manager's Campaign live Setup Guide Overview Step 1: Create your Funnel & Add products (See Guide) Step 2: Upload or add affiliates to the Affiliate Manager (See Guide) Step 3: Create an Affiliate Manager Campaign (See Guide) Step 4: Managing Affiliate Payouts (See Guide) How does the Affiliate Manager work? FAQ 1How does someone get signed up as an affiliate on their own? 2How do I find my affiliate user's link? (The email wasn't sent)3How do Affiliates get their stats themselves? 4How do Affiliates download their list of leads & list of buyers? - 5How do we tag existing buyers (on recurring) to the affiliates we imported? 6I'm using coupons for my affiliate campaignHow is the affiliate commission calculated? Related Articles: Pre-requisite for making an Affiliate Manager's Campaign live Enable Stripe Connect on your locations (Settings -> Integrations -> Stripe Connect) Add/Upload Affiliates on Affiliate Manager Create your campaign with the following: Funnel/website selection Products that you want the commission split on List of affiliates Commission percentage Payout frequency Cookie lifeSetup Guide Overview Step 1: Create your Funnel & Add products (See Guide) Step 2: Upload or add affiliates to the Affiliate Manager (See Guide) How to Switch from FirstPromoter to Affiliate Manager? Step 3: Create an Affiliate Manager Campaign (See Guide) Step 4: Managing Affiliate Payouts (See Guide) How does the Affiliate Manager work? Once an affiliate campaign is created and published/live, all the enrolled affiliates will receive their unique affiliate link, which they can share with their network, When a customer signs up through an affiliate link, the payout, and commission are recorded and published on the ', Payout - Pending' tab on the 1st of the monthThe affiliate owner can see the list of all the generated payouts and choose to approve or deny them for a payoutOnce approved for a payout, the affiliate owner needs to take an export and upload it on their payment gateway to manually make the payment as per that CSV.to make the payment as per that CSV manuallyOnce the payment has been made, the affiliate owner needs to update the status in Affiliate Manager to paid so that correct reporting gets reflected for that Affiliate and the overall campaignPlease note: Development will be adding more tools to the affiliate enviromentPlease add any ideas to the ideas boardTo provide any feedback within the app please click the feedback button located within the affiliate manager dashboard: FAQ 1How does someone get signed up as an affiliate on their own? You can set up an Affiliate Manager workflow to automate the processThis article covers that in detail2How do I find my affiliate user's link? (The email wasn't sent)The email goes out to the email address of the Affiliate once a campaign is liveThe other way to pull the affiliate link is to go to the Affiliate -> Click on the Affiliate in question-> Click on the campaign dropdown -> Select the campaign -> You'll find the link to the right of the campaignYou can also export the affiliates and get the affiliate links for all the affiliates3How do Affiliates get their stats themselves? They can't; as there is no affiliate view, a workaround would be to add them as users in an account4How do Affiliates download their list of leads & list of buyers? - Affiliates can not perform any action on the Affiliate Manager as of now5How do we tag existing buyers (on recurring) to the affiliates we imported? Not possible at this moment6I'm using coupons for my affiliate campaignHow is the affiliate commission calculated? If a coupon is used during check-out, the discount value is considered revenue, and the commission is calculated off that discounted valueRelated Articles: Affiliate Manager - How to Switch from FirstPromoter to Affiliate Manager? Affiliate Manager - Getting Started with the Affiliate Manager (Overview) Affiliate Manager - (Step 1) How to Set Up your Affiliate Funnel with Products Affiliate Manager - (Step 2) How to Add or Upload Affiliates Affiliate Manager - (Step 3) How to Set Up Your First Affiliate Manager Campaign Affiliate Manager - (Step 4) How to Manage Affiliate Payouts </s>
<s>[INST] How to improve the security of my SaaS Checkout process [/INST] There are several steps you can take to enhance the security of your SaaS checkoutThese measures can help prevent phishing scammers from signing up and misusing your SaaS sub-accountTABLE OF CONTENTS Step 1 - Use Funnel/Website v2 Step 2 - Add Custom Authorization to your trial Step 3 - Use LC Phone & LC Email Step 4 - Enable Phone Number & Email Validation by default Step 5 - Use Stripe Radar Useful rules we recommend 3D Secure Authentication Rules Block Rules Review Rules FAQ: Q: I followed these steps but a scammer was still able to signupWhat do I do? Q: What is Funnel/Website v2 and how does it enhance security? Q: What is Custom Authorization and how does it work? Q: Why should I consider using LC Phone & LC Email over Twilio or Mailgun? Q: How can I enable Phone Number & Email Verification for my SaaS signups? Q: What is Stripe Radar and how does it help in fraud prevention? Q: How can I set up rules in Stripe Radar for handling transactions? Q: What action should I take if a flagged payment appears in Stripe Radar? Step 1 - Use Funnel/Website v2 If you're currently using HighLevel funnels & websites for SaaS sales, it's advisable to switch to v2 funnels & websitesThe newer version supports native Stripe integration and 3D secure technology, ensuring a more secure checkout experienceStep 2 - Add Custom Authorization to your trial Adding an authorization amount to your SaaS products with a trial is the best way to ensure only real credit cards with enough balance are able to get through your signup processYou can enter an authorization amount on your sales funnel by going to funnel -> Products -> Additional Options -> Custom AuthorizationA Custom Authorization is especially helpful when your SaaS product has a trialIt sim ply creates a payment intent and validates that the card is real and has sufficient balanceThe customer is NOT charged and the payment is refunded immediatelyNote - Custom Authorization does NOT charge the customerIt creates a payment intent and immediately refunds it - It's recommended to set the authorization amount equal to the monthly fee of your most basic planStep 3 - Use LC Phone & LC Email Using Twilio or Mailgun is risky for SaaS agencies because of latency in rebillingThis allows scam artists and bad actors to rack up your Twilio & Mailgun usage before the location credits are debitedThis latency is caused by delays in usage records and webhooks that we receive from Twilio or MailgunUsing LC Phone & LC Email allows us to prevent that latency and also gives you access to additional security features like Ramped usage for SMS, Email, VM drops, etcMaximum sending limits on Sub-accounts Error rate, unsubscribe rate & complaint rate monitoring LC Email Ramp LC Phone Ramp LC Email error thresholds & sending limit LC Phone error thresholds LC Email Validation All these technologies run in the background to minimize the chances of bad actors misusing your SaaS sub-accountMigration to LC Phone & LC Email is easier than you may thinkHow do I migrate my agency and sub-account over to LC Phone? How to Migrate My Agency Over to LC - Email Step 4 - Enable Phone Number & Email Validation by default Boost the security of future SaaS signups by enabling Phone Number and Email verificationEmail Verification is mandatory by default for all SaaS signupsYou can enable Phone Number verification for future SaaS signups by heading over to Agency Level -> Left Menu -> SaaS Configurator -> Security Settings -> Toggle : Verify Phone Number using a security code during sign-up To enable email verification for all your existing sub-accounts please head over to Agency Level -> Left Menu -> Settings -> Email Services -> Sub-Account Settings -> Enable Email Verification for all sub-accounts Step 5 - Use Stripe Radar Stripe Radar is a fraud prevention suite integrated into the Stripe payment platform, utilizing machine learning algorithms trained on vast global data to detect and deter fraudulent transactionsIt enables businesses to set custom rules to handle transactions based on specific parameters and provides detailed insights into flagged activitiesAdditionally, Radar offers features like adaptive acceptance, which dynamically requests added authentication for riskier payments, and a review dashboard for manual assessmentIntegrated natively with Stripe, it offers a streamlined approach to online transaction security, reducing the need for third-party toolsStripe Radar is a paid product by Stripe but highly recommended for SaaS Agencies Stripe Radar Please log into your Stripe account and head over to Dasboard -> More -> Radar for Fraud Teams Useful rules we recommend You can add Radar rules by heading over to the rules tab 3D Secure Authentication Rules These rules will allow the payment to go through if 3D Secure is authenticated Block Rules These rules will block they payment altogether Review Rules These rules will allow the payment to occur but they will be successful only if a human reviews and approves them You can see all your pending reviews by heading over to the reviews tab in RadarIt looks like this As an agency admin or owner you can approve or refund these payments manuallyFAQ: Q: I followed these steps but a scammer was still able to signupWhat do I do? A: All the rules mentioned above are best practices and they will prevent your SaaS sub-accounts from being misused in most casesHowever, some bad actors might still be able to get through in rare instancesIn such cases the best thing is to refund all fraudulent payments and specifically mark them as fraudulentWhen refunding the payment please select it as "Fraudulent"This is VERY IMPORTANTBy refunding the payment and marking it as fraudulent Stripe Radar automatically gets smarter over time and prevents more scams from happeningIt automatically Adds the card fingerprint to your blocklist Adds the email ID to your blocklist Sends various signals like IP, email, card number, etc to Stripe which makes it more accurate over time Q: What is Funnel/Website v2 and how does it enhance security? A: Funnel/Website v2 is an upgraded version of HighLevel funnels & websitesIt supports native Stripe integration and 3D secure technology, which significantly improves the security of your SaaS checkoutQ: What is Custom Authorization and how does it work? A: Custom Authorization is a feature that allows you to add an authorization amount to your SaaS products with a trialIt ensures that only real credit cards with sufficient balance can sign upThe customer is not charged; instead, a payment intent is created to validate the card's authenticity and immediately refundedQ: Why should I consider using LC Phone & LC Email over Twilio or Mailgun? A: Using Twilio or Mailgun can be risky due to latency in rebilling, which can be exploited by scammersLC Phone & LC Email prevent this latency and offer additional security features like ramped usage, sending limits, and error rate monitoringQ: How can I enable Phone Number & Email Verification for my SaaS signups? A: You can enable these verifications through the Agency Level settingsFor phone number verification, navigate to Settings -> Phone IntegrationFor email verification, go to Settings -> Email ServicesQ: What is Stripe Radar and how does it help in fraud prevention? A: Stripe Radar is a fraud prevention suite integrated into the Stripe payment platformIt uses machine learning algorithms to detect and deter fraudulent transactionsIt allows businesses to set custom rules for transactions and provides insights into flagged activitiesQ: How can I set up rules in Stripe Radar for handling transactions? A: You can add Radar rules by heading over to the rules tab in your Stripe accountThere are different types of rules, such as 3D Secure Authentication Rules, Block Rules, and Review Rules, to customize how transactions are handledQ: What action should I take if a flagged payment appears in Stripe Radar? A: If a payment is flagged in Stripe Radar, you can review it manuallyAs an agency admin or owner, you have the option to approve or refund these payments based on your assessment </s>
<s>[INST] Action - Drip [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=BfJIhU6j2f8 https://www.youtube.com/watch?v=JIYbj73SCCY https://www.youtube.com/watch?v=b0mF5Bheqow Drip action is used to limit or prevent a high number of executions simultaneously. Set the batch size and enter the next step in a predetermined number for the given interval. INTERNAL TOOLS CONFIGURATION Batch Size Batch size can be set to a minimum of one and a maximum of ten thousand per batch. Drip Interval Drip interval can be set in minutes/hours/days ranging from one minute to seven days Example Say, 10k contacts enters a workflow, or 5k contacts proceeds from the wait step to the next step. To control the high number of execution you can set a batch size of 50 and an interval of 10 minutes to allow 50 contacts to proceed to the next step every 10 minutes. </s>
<s>[INST] Payment Gateways supported in Affiliate Manager [/INST] In our continuous effort to enhance your experience, we're excited to announce the integration of two new payment gateways – NMI and Authorize.net – alongside our existing support for Stripe in the Affiliate ManagerThis guide will walk you through the process of integrating these gateways, setting a default, and managing payments seamlesslyTABLE OF CONTENTS Step 1: Navigate to Integrations: Step 2: Select Your Preferred Gateway Step 3: Setting a Default Gateway Step 4: Setting Up Products and Funnels Step 5: Utilizing Funnels/Websites for Affiliate Campaigns Step 6: Managing Payouts Step 1: Navigate to Integrations: Head to the "Integration" tab within the Payments ModuleStep 2: Select Your Preferred Gateway Choose and integrate your preferred payment gateway(s) from the available options – NMI, Authorize.net, or StripeNMI: Learn more about configuring NMI integration hereAuthorize.net: Discover the steps for Authorize.net integration hereStep 3: Setting a Default Gateway After integration, set your preferred gateway as default for streamlined operationsImportant Note: Automated Payouts: Automated payouts are currently in developmentPayments are currently a manual process, and administrators need to handle them outside the systemStep 4: Setting Up Products and Funnels After integration, proceed to create products in the Payments sectionFollow this guide to seamlessly integrate products into your funnels or websitesStep 5: Utilizing Funnels/Websites for Affiliate Campaigns Follow this guide to create your first Affiliate campaign for your productsAfter your campaign is live and your commissions start coming in , you can manage Payouts that are the applicable amount that the affiliate owner needs to distribute to their affiliates for every sale madeStep 6: Managing Payouts Approval and Export: After approval in the Pending tab, export affiliate names and owed amountsPayment Gateway Upload:Upload the export to your payment gateway (NMI/Authorize.net/Stripe)Marking Payouts as 'Paid': Once payment is made, mark the affiliate payouts as 'Paid' in the systemTo learn more about how to manage payouts and commissions, click here </s>
<s>[INST] How to sync HighLevel Calendars With Outlook [/INST] The Outlook Calendar integration with the CRM allows users to sync their Outlook Calendar with the CRM, access their events, and manage them in one placeUsers can connect their Outlook accounts, configure their settings, and create new appointments that reflect in their Outlook CalendarPlease Note: Outlook integration is currently only available on $297 unlimited plan and higherCovered in this Article What is the Outlook Calendar integration? What are the benefits of this integration? Who will benefit the most from this integration? How to connect to Outlook Integration? How to configure my calendar to use Outlook Integration? Primary Calendar Configuration : Check for Conflicts Configuration: FAQ: Will Outlook integration work in unassigned calendars? Can I connect two different Outlook accounts in one location to one user? The system is not allowing me to connect an Outlook account to a user already connected by a different user (Even if it is the same person just using another email address in the other CRM user account)If that is functionality, can you guys give me a workaround? I'm an adminCan I connect Outlook integration to agents from Team Management? Can I use both google calendar and outlook calendar at the same time? Can I simultaneously write appointments to both Google and Outlook for one user in a location? Is this feature supported in my billing plan? What is the Outlook Calendar integration? Outlook Calendar integration with the CRM is a powerful feature that enables users to synchronize their Outlook Calendar with the platformThis integration allows users to access their Outlook Calendar events in the CRM, ensuring they have all their appointments and meetings in one placeWith this integration, users can connect their Outlook account to the CRM and configure their calendar settings to sync their calendar data seamlesslyUsers can access their Outlook Calendar events from within their account, manage them directly, and create new appointments that will be reflected in their Outlook CalendarWhat are the benefits of this integration? Syncing Outlook Calendar with the CRM enables users to access their appointments and meetings in one place, eliminating the need for manually switching between different applicationsUsers can manage their Outlook Calendar events directly from the CRM, which saves time and effort and enhances their productivityConfiguring calendar settings in the CRM ensures seamless synchronization of calendar data, which enables users to stay on top of their schedules and never miss necessary appointmentsUsers can create new CRM appointments reflected in their Outlook Calendar, ensuring that all data is current across both platformsWho will benefit the most from this integration? The Outlook Calendar integration with the CRM benefits users and businesses that rely heavily on scheduling appointments and managing calendarsThis includes sales and marketing teams, project managers, small business owners, and professionals who manage their schedules across multiple platformsUsers using Outlook Calendar to manage their appointments and meetings will find this integration particularly usefulPlease Note: - The integration supports only Office 365, Outlook.com, live.com, or Hotmail calendars- Only one Outlook account can be connected to one user in a single locationIf the same user exists in another sub-account within the same agency under the same email address, they would be able to connect the same Outlook Calendar in that sub account as well- Outlook Integration works only for Group CalendarsHow to connect to Outlook Integration? Navigate to Settings >> Profile, and you will find the Integrations section, and you can connect the Outlook account from TherePlease Note: The user who is logged in and wants to integrate should be part of that sub-account and only in that case you can find the Profile in the Settings menuYou will then be required to permit LeadConnector to access your Outlook CalendarProceed with that to continueHow to configure my calendar to use Outlook Integration? Navigate to Settings >> Profile >>, and scroll down to the bottom right, where you will find Calendar ConfigurationIn the Calendar configuration, you have two segmentsPrimary Calendar: It reads all the calendar events from Google/Outlook and writes all the appointments to Outlook/GoogleCheck for Conflicts: It only reads calendar events from Google/OutlookPrimary Calendar Configuration : Click on the edit button under Primary Calendar to select your Outlook accountYou'll find all your Outlook calendars in the dropdown, and you can choose one of the calendars to which you want to read and writePlease Note: If appointments are not syncing over from Outlook or to Outlook, plesae Edit the Primary calendar, choose Do not sync events to the primary calendar> Save> Then reselect the same calendarThis should resolve the syncing issueCheck for Conflicts Configuration: Click the edit button under Check for Conflicts to find all your calendars in your Outlook accountProceed to select the calendar that you want to check for conflictsFAQ: Will Outlook integration work in Event calendars? No, outlook integration does not work i Event CalendarsHowever, it works with Round Robin, Collective and Service CalendarsCan I connect two different Outlook accounts in one location to one user? No, you can connect only one Outlook account to one user in a locationThe system is not allowing me to connect an Outlook account to a user already connected by a different user (Even if it is the same person just using another email address in the other CRM user account)If that is functionality, can you guys give me a workaround? Yes, one Outlook account can be connected to one single user in any number of locations, but the same Outlook account can't be connected to a different userHowever, we are showing a detailed message for itWorkaround: Connect a new Outlook account to User B and share that particular Outlook calendar from User A's already connected Outlook account to the new Outlook account of USER BClick here for more detailsI'm an adminCan I connect Outlook integration to agents from Team Management? No, as of now, you have to log in to the system with your Agents account and connect to Outlook, and then you can configure Primary and Calendar Configuration from Team ManagementCan I use both google calendar and outlook calendar at the same time? Yes, you can use both Google and Outlook at the same timeYou can configure the primary calendar to Outlook and Check for Conflicts from Google, Outlook, and vice-versaCan I simultaneously write appointments to both Google and Outlook for one user in a location? No, you can write appointments to only one calendar at a timeIs this feature supported in my billing plan? Outlook integration is exclusive to the Freelancer 297 and Agency Pro 497 plansThat's why you will see the following messages under different rolesAgency role message: Oops.this feature is supported in the Freelancer and Agency Pro Plans Account role message: Outlook Integration is not enabled for your accountPlease contact the administratorPlease Note: Once you disconnect Outlook integration, we automatically remove the outlook calendars that are connected in the primary calendar and in check for conflicts calendar </s>
<s>[INST] How to Update SEO for Blog Post [/INST] Search engine optimisation, or SEO, is incredibly important for marketers. When you optimise your web pages — including your blog posts — you're making your website more visible to people who are using search engines (like Google) to find your product or service. Three ways to add or update the SEO Blog Post Details are discussed in this article. Ways to Update SEO for the blog post 1: When you create new blog post 2: When you go Blog Post > Editor > Publish screen 3: In Blog list view, in the action dropdown, using Update SEO details 1: When you create a new blog post Note - Supported Image size is 10MB 2: When you go to Blog Post > Editor > Publish Screen 3: In the Blog list view, in the action dropdown, using Update SEO Details </s>
<s>[INST] Why are my Calls marked as Spam, and how can I avoid it (LC Phone) [/INST] This guide is only applicable to LC Phone usersIn order to sign up for SHAKEN/STIR please ensure you have completed the Business Registration Process and have been approved before continuing with this guideTABLE OF CONTENTS Outbound Calls Blocked or Labeled as Spam or Scam Likely What is a nuisance call label? How do I remove a nuisance label or call filtering from my Twilio phone number? US Numbers: Register your US numbers with the FCCInternational Numbers: CNAM registration (Coming soon): Setting up SHAKEN/STIR: How to Apply for SHAKEN/STIR 1Click on the "Start Registration" Button: 2Enter a friendly name for the profile, confirm the authenticity, and click Sumit3You will get the success message for the submissionFAQ How will phone numbers be linked to the SHAKEN/STIR Profile? How can it be that even though the client is A2P and Shaken/Stir approved with a verified caller ID setup, the business name does not show up when making calls? Will registering my number fix mislabeled calls? Should I register numbers I just acquired? Outbound Calls Blocked or Labeled as Spam or Scam Likely Robocalls and caller ID spoofing have become a serious problem in recent years, with the FTC estimating that Americans received 40.7 billion robocalls in 2019 aloneThe Federal Communications Commission (FCC) created the protocols in response to the growing problem of illegal robocallsAs a result, carriers have been forced to implement authentication protocolsWhat is a nuisance call label? Customers conducting legitimate voice business might find their outbound calls labeled as ‘Scam Likely’, 'Spam', ‘Fraud Risk', 'Robo Call', or another variant, depending on the app, device, or networkSuch labels can be frustrating, potentially leading to unanswered calls or even blockagesIt's essential to understand that these labels, along with any call blocks or filtering, are implemented by the recipient's carrier, their analytics partners, or the recipient themselves, not by LC PhoneSince LC Phone neither filters these calls nor adds the labels, our ability to address the issue is limitedThere are steps you can take to potentially reduce or eliminate these labels and call blockages, but success isn't guaranteedThis article details the measures you can adopt to position your business optimally against call blockages and nuisance labelsHow do I remove a nuisance label or call filtering from my Twilio phone number? Here are some steps you can take to mitigate nuisance labels, blocked calls, or call filtering associated with your phone number: US Numbers: Register your US numbers with the FCCThey have a free registry site, https://www.freecallerregistry.com/fcr/, which liaises with major analytic companies supporting key US wireless carriersRegistering can help remove a negative label on your callInternational Numbers: Currently, we cannot assist with nuisance labels for international numbersWe suggest contacting the terminating carrier marking your calls as spam and working with them directlyCNAM registration: Updating or adding CNAM might increase call answers by offering accurate caller information, though it won't affect nuisance labelsCNAM is a feature in the United States public telephone network that identifies an incoming caller by a personal or business name associated with the calling partyNote: CNAM doesn't remove nuisance labels, but accurate caller information can enhance answer ratesSetting up SHAKEN/STIR: SHAKEN/STIR is a set of protocols designed to authenticate caller ID information and verify that it is coming from a legitimate sourceThe protocol works by using digital certificates to validate the caller's identityWhen a call is made, the caller's identity is verified through these certificates, which are then stored in an online databaseThis ensures that when someone receives a call, they can trust that it is coming from who they think it isNote: SHAKEN/STIR won't remove nuisance labels but may boost answer rates due to the "Trusted Call" labelHow to Apply for SHAKEN/STIR After submitting their Business Profile, Agency and Sub-account admins can register for SHAKEN/STIR1Click on Shaken/STIR (Voice) > Click on Start Registration 2Fill out Business Details, if your brand is already approved, you don't have to fill this out 3Fill out Business Address 4Fill out Authorized Rep details 5Submit registration 6You will get the success message for the submissionThe approval might take up to 4 daysFAQ How will phone numbers be linked to the SHAKEN/STIR Profile? All numbers will be Linked AutomaticallyAll current available numbers and future bought numbers will automatically be linked with the registered SHAKEN/STIRHow can it be that even though the client is A2P and Shaken/Stir approved with a verified caller ID setup, the business name does not show up when making calls? To display the business name, it would be the CNAM Registration, a new feature that's coming soonThe verified caller ID feature only changes the Twilio number to display as the actual business number or the client's personal cell phoneWill registering my number fix mislabeled calls? While registration often rectifies mislabeling, it's not foolproofRegistered numbers can still be flagged based on suspicious call patterns or consumer reportsThus, we advise: Monitoring call behavior for unusual traffic spikesAdhering to TCPA laws, FCC regulations, and our Acceptable Use PolicyShould I register numbers I just acquired? AbsolutelyNuisance labels aren't auto-removed when a number's previous ownership changesAlways register new numbersExplore more on the LC Phone System Trust Center here </s>
<s>[INST] Loop Lockouts [/INST] Loops occur when two Triggers either feed into each other or one Trigger feeds back into itself, creating an infinite loop of actions. Loops are detrimental to app performance because they commandeer server resources, causing a slow down for all users, which is why the system now looks for potential loops and locks the Triggers that may cause them. Workflows, Triggers and Campaigns will be Loop Locked when they hit 50 Starts/Executions for the same Contact in less than 30 minutes. Example: Trigger fires 50 times for the same Contact in less than 30 minutes, or a Contact gets added to a Workflow/Campaign 50 times in less than 30 minutes. If you receive a Loop error, please contact Support so that we can review the Trigger with you, fix what would cause a loop, and unlock the Trigger. </s>
<s>[INST] HighLevel Webchat for Shopify: How to Get Started [/INST] Are you looking for an easy way to connect with your website visitors and convert them into customers? HighLevel Webchat for Shopify is the perfect solution for you! In this article, we'll walk you through the steps to start with HighLevel Webchat for Shopify. How to obtain the embed code for web chat for the website: Copy the embed code from Sites > Chat Widget > Get Code Here are detailed steps on how to add a custom chat widget to a Shopify website using different methods: Log in to your Shopify account: Go to your Shopify account and log in. Navigate to the "Online Store" section: From your Shopify dashboard, navigate to the "Online Store" section. Edit your website's theme: Select the theme that you want to edit and click on the "Actions" button. Choose "Edit code" from the drop-down menu. Open your theme's theme.liquid file: In the list of files that appears, select the "Layout" folder and then select the "theme.liquid" file. Paste the embed code: Locate </body> the tag within the theme.liquid, then add embed code above it. Save the changes: After adding the embed code, hit the save button. Preview the chat widget: Go to your website and refresh the page. The chat widget should now be visible on your website. Please test it out to make sure it's working correctly. </s>
<s>[INST] LC Phone System Trust Center [/INST] Starting August 31, 2023, all A2P messages sent from unregistered ten-digit long code numbers (Local and National numbers) to US numbers will be blockedCarriers are becoming increasingly sensitive to spam and AUP enforcement when it comes to SMS and CallsTo keep spamming in check and to protect the end customer (leads/contacts) they have created various regulations & compliance frameworksThis article will help explain which compliance you or your client may need and how to get themBest Practice for Brand Registration - https://help.gohighlevel.com/support/solutions/articles/155000000508-a2p-10dlc-brand-approval-best-practices Best Practice for Campaign Submission - https://help.gohighlevel.com/support/solutions/articles/48001229784-a2p-10dlc-campaign-approval-best-practices TABLE OF CONTENTS Trust Center Onboarding Overview Maximum 3 tries exhausted Pricing for A2P Brand and Campaign Create a Messaging Service and link the Phone Numbers to it FAQ What is the pre-requisite for A2P Standard registration? Are there any charges associated with the Low Standard brand registration? I am still unsure of what all this meansWhat do I do? What information would be required from the sub-account to move with the registration? Is messaging to Canada or any other countries also affected by these changes? I have been sending SMS forever, what has changed? Does this apply to only marketing campaigns or does it apply to all SMS? How long do I have to complete the registration for myself and my clients? How can I become compliant? What happens if I or my clients can't perform the registration in time? Is there a cost associated with the A2P 10DLC registration? I don't want to deal with all of thisIs there any alternative for me and my clients? Additional Info How do I request this info from my clients? Trust Center Onboarding Overview Trust Center provides products that can improve customer engagement by increasing throughput and brand recognitionTo access the available Trust Center products, please follow the steps below: 1Click on Settings > Phone numbers > Trust Center 2Click on Start Registering Now 3Click on Continue Select the Campaign Use Case and enter a description for the same: List of campaign use case types for A2P 10DLC registration Maximum 3 tries exhausted If you are getting this error "Maximum 3 tries exhausted, please fill this out once you collected the CP 575 Form Upload Business registration form here Please send us the CP 575 form (screenshots is fine) for the sub-accountOnce that's done, we will send that form for Brand approvalWe will need to make sure the legal business name and number submitted on the business profile matches exactly with the formOnce that's matched but it is still rejected, This is the only form TCR refers toNOTE: If you're registering a US entity, please enter the exact legal business name as registered with the EIN, which can be found on the CP 575 EIN Confirmation LetterAn exact match between the legal business name and the EIN as displayed on CP 575 is required for the Brand to be successfully registeredPlease do not use the legal business name found on the W2 or W9 forms as they may be different from what you have on the CP 575 noticeIf you've misplaced your CP 575 notice, you may request a 147c letter from the IRS and use the information there for registrationPlease note that your full legal business name may span multiple lines on your CP 575 / 147c letterIf that is the case, you must input all the lines above the address line (which constitutes your full legal business name) instead of just using the first lineExample: Pricing for A2P Brand and Campaign Agency markup will not be applied to these charges and these will be pass-through charges that would directly be sent to the carriersThe sub-accounts (in case of rebilling) will be charged a one-time registration fee of $4.41 whereas the agencies will be charged $4.20The one-time camping fees of $16.5 and monthly campaign fees will be around $1.5 to $11.5 based on the campaign use caseSub-account level transactions charges: Agency-level transaction charges Please Note: At times both the charges (one-time and monthly) will be grouped and you can see a charge as high as $15.5 USDCreate a Messaging Service and link the Phone Numbers to it We will automatically create the messaging service and link it to all the phone numbers available in the sub-account once the campaign is approvedFAQ What is the pre-requisite for A2P Standard registration? The prerequisite to A2P registration is to create a business profile providing the EIN and additional business registration informationAre there any charges associated with the Low Standard brand registration? Yes, there is a one-time $4.41 USD and a monthly Campaign Fee ($1.5 USD to $11.5 USD)For most cases, we have seen this to be $2/monthI am still unsure of what all this meansWhat do I do? For now, if you are unsure about how A2P 10DLC compliance works, it will be the best strategy to stop using local & mobile numbers and start using Toll-Free numbers altogether as explained hereWhat information would be required from the sub-account to move with the registration? The sub-account will need a business registration EIN and some additional info like address, website and etcIs messaging to Canada or any other countries also affected by these changes? NoCanadian mobile carriers may introduce registered A2P 10DLC solutions in the future, but at this time carriers have not announced any plans to do soFor information about message sending in countries other than the US, we recommend checking out our country-specific SMS Guidelines pages to learn about any unique rules or restrictions in that countryI have been sending SMS forever, what has changed? A2P 10DLC (Application-to-Person 10-Digit Long Code) is a messaging framework introduced by the wireless industry in the United States to regulate and improve the delivery of Application-to-Person text messagesIt aims to address issues related to spam and unwanted messages on long codes while ensuring legitimate businesses can continue using text messaging for communication with their customersDoes this apply to only marketing campaigns or does it apply to all SMS? A2P 10DLC is applicable for all Application-to-Person texting like marketing SMS, reactivation campaigns, appointment reminders, prospecting, billing alerts, 2FA login codes, etcHow long do I have to complete the registration for myself and my clients? The deadline to complete your (and your client's) A2P 10DLC registration and get compliant is August 31, 2023How can I become compliant? Please refer to the following help articles: LC Phone System Trust Center A2P 10DLC Brand Approval Best Practices A2P 10DLC Campaign Approval Best Practices What happens if I or my clients can't perform the registration in time? Unfortunately, your SMS traffic will cease to deliver to AT&T, T-Mobile, Verizon, ClearSky, etcif you do not perform the registrationPlease note this is not specific to HighLevel or enforced by usThis is done by the carriers and The Campaign RegistryIs there a cost associated with the A2P 10DLC registration? Yes, since January 2023 there is a fee charged by carriers and The Campaign Registry for vetting your brand & campaign applicationsYou can find the details of the fees associated with A2P 10DLC hereI don't want to deal with all of thisIs there any alternative for me and my clients? Yes, while we advise you to become compliant if you wish to continue sending SMS from local & mobile numbers in the USA, you could avoid A2P 10DLC altogether by switching to using Toll-free numbersToll-free numbers also require registration but it is free and less complicated than A2P 10DLCPlease refer to Toll-Free Number Registration for LC - Phone (US/Canada) to learn how you can switch to toll-free numbers and perform toll-free number registrationThis is free and by using this you can avoid dealing with A2P 10DLC registrations and associated costs altogetherHow do we move from low volume sending to higher volume sending? Please reach out to support so we can share a form for you to submit and we will create the brand and campaign manually in the backendAdditional Info - The opt-in process now requires express written consent with a checkboxThe consent language must include who is sending the messages, message frequency, terms/rates, clear opt-out instructions, and a link to the privacy policy- Privacy policies cannot indicate that user data will be sold or shared with third parties for marketing purposesThis is a common reason for campaign rejections recently- Opt-in and opt-out methods should matchIf opting in via 10DLC, the opt-out should also use 10DLC- Unregistered 10DLC traffic is becoming much more expensive and filtered compared to registered trafficWe recommend registering 10DLC campaigns rather than relying on unregistered traffic- Human review is still required at the carrier level for campaignsClear communication of use cases is important for approvalHow do I request this info from my clients? You can use the following forms to collect this information from your clients [Google Doc Link] [Printable PDF Link] </s>
<s>[INST] How to schedule Posts using RSS URL? [/INST] Additional Tutorial Videos: https://www.youtube.com/watch?v=Rx_4o-5BXKQ https://www.youtube.com/watch?v=w3jJXFXX3bo https://www.youtube.com/watch?v=b61HKrTo72w RSS, which stands for Really Simple Syndication, is a web feed format used to publish frequently updated contentSocial Planner recently launched option to create automated sharing using RSS urlsSave your time and keep your feeds upto dateAutomated RSS Posting in Social Planner - Watch Video RSS (Really Simple Syndication) can be a valuable tool for managing and curating content in social mediaHere are some ways RSS can help in social media: Content Curation: RSS allows you to aggregate content from various sources into one feedThis makes it easier to discover relevant and interesting content to share on social mediaAutomated Content Sharing: You can set up RSS feeds to automatically post content to your social media accountsThis can save time and ensure a consistent flow of contentStay Updated with Industry Trends: By subscribing to RSS feeds of industry-specific blogs and news sites, you can stay up-to-date with the latest trends, news, and developmentsThis helps in creating timely and relevant social media postsReduce Information Overload: Instead of manually browsing through numerous websites and social media platforms, RSS consolidates content in one placeThis helps in efficiently managing informationShare User-Generated Content: If you have a community or forum, you can set up RSS feeds to monitor user-generated contentThis allows you to easily share and promote content created by your community membersMaintain a Consistent Posting Schedule:By using scheduling tools along with RSS feeds, you can maintain a consistent posting schedule even during busy times-------- How to find RSS Feed? RSS feeds are still very much alive, though they may be a bit trickier to locate these daysUnlike in the past, browsers no longer highlight them, and websites don't always prominently display RSS linksHowever, the majority of sites do offer RSS feedsLet's explore some quick ways to find them when a simple Google search isn't enoughFor instance, a substantial number of websites are built using WordPress, accounting for over 40% of the webThis means there's a high likelihood that the website you're visiting is a WordPress site, and they typically offer easily discoverable RSS feedsTo find a WordPress RSS feed, just add "/feed" to the end of the URLFor instance, https://justinpot.com/feedThis method works in most cases and is my go-to approach for finding RSS feedsIf this doesn't yield results, here are a few additional tricks to try on other types of sites: For sites hosted on Tumblr, append "/rss" to the URLFor example: https://example.tumblr.com/rssOn Blogger-hosted sites, tack on "feeds/posts/default" to the end of the URLFor example: example.blogspot.com/feeds/posts/defaultIf a publication is on Medium, insert "/feed/" before the publication's nameSo, medium.com/example-site becomes medium.com/feed/example-siteYouTube channel pages can serve as RSS feedsJust copy and paste the channel's URL into your RSS readerYou can also find an OPML file containing all your subscriptions thereIf none of these methods prove successful, you can resort to checking a webpage's source codeDon't worry, it's simpler than it soundsRight-click on an empty space on the website where you'd like to find an RSS feed, then select "View Page Source" (the phrasing might vary slightly depending on your browser)Next, search the code by pressing Ctrl+F (Windows, Linux) or Command+F (Mac)Start with a search for "rss," like so: If "rss" doesn't yield results, try "atom" insteadLook for an RSS URL, as shown above, then copy and paste it into your feed readerHappy feed hunting! How to Create Posts using RSS Feed? Navigate to Marketing > Social Planner Click on "New Post", there will be option to select the "RSS Post" Add the URL of RSS Feed [ Check above how to find the RSS url] Select the socials where you would like to postNote - It will not allow selection of Twitter due to API RestrictionsYou can add "End with" option to append any text, hashtags or linksSelect the option to update the feed update - from after every 5 mins to once in a day Select the option of number of post ( minimum 1 to maximum 5) </s>
<s>[INST] Incoming or inbound SMS message showing as calls / not showing at all [/INST] Try to reset Twilio number if you are NOT on Leadconnector phone system: If resetting the Twilio number is not working, When inbound SMS is not coming into HighLevel: 1. Login to https://www.twilio.com/login 2. Go to the top right -> Click Account -> Click Subaccounts If there are too many subaccounts inside Twilio, you can go back to the agency view in the platform and copy the Account SIN for that location to search in Twilio: If you are on LC phone, please contact support 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: Check if the Twilio number is MMS capable: Click on Phone numbers: Check if it is configured as: If not, please click the phone number and scroll down to replace the webhook: Click save and Now you can test again to see if incoming SMS will show up in HighLevel. If you have some messaging service that's connected to the Twilio number, click into the messaging service here: Note for LC phone that might be the case once signing up for a2p messaging service, don't follow the steps here. Click Sender Pool on the left Remove all the Twilio numbers here If NOT: Verify if the Twilio number has an icon † next to it †Can send/receive SMS to domestic numbers only Left panel, Click Monitor -> Messaging Put the lead's phone number (remove all phone format) in the TO field: Click the Date on the left for further details: If it says delivered but the contact is not receiving it, grab this Message SID and open a ticket with Twilio support If you hover over the records, it will preview the content of the message. What does the status say? </s>
<s>[INST] How to set up the NMI integration? [/INST] NMI (Network Merchants Inc.) is a well-known payment gateway service provider that offers a variety of solutions for businesses to process online transactions securely and efficientlyNMI's payment gateway allows merchants to accept credit card and eCheck payments from their customers through multiple channels, including websites, mobile apps, and in-person point-of-sale systemsCovered in this Article: What does NMI have to offer? How can I enable payments via NMI? Enter the required Gateway Id and API keys with NMI: FAQs Where can I use the NMI integration to accept payments? Will I be required to create new products for using the integration? How should I sync the products with my payment provider? What payment methods are supported using NMI? Are Apple Pay, Google Pay, and e-check payment methods supported? Is 3DS supported with the NMI integration? Can I use Stripe to offer Google Pay and Apple Pay and process credit card payments using NMI/Authorize.net? Will recurring purchases be supported with NMI? Where can I find the track of subscriptions and orders placed? I am already using StripeDo I need to disconnect Stripe to connect to NMI? What is the meaning of the Default gateway at the top of the Integrations page? Why don't I see Paypal among the default gateway options? I have connected to NMI and have selected it as the default gatewayWill transactions across the application be processed through NMI now? What will change in the reporting of transactions done with Authorize.net? Where will I be able to keep track of all payments? How do I Cancel/End a subscription created via NMI/Authorize.net? I am not able to do so in the merchant portalWill I be able to refund transactions as well within the application itself? Where will I be able to find the subscriptions created via NMI? I cannot relate to the subscription status defined on the Subscriptions pageWhen will the NMI integration be available for Calendar payments/memberships and other areas? Additional resources for reference What does NMI have to offer? Some of the features offered by the NMI payment gateway include the following: Support for multiple currencies and payment methods: NMI supports various currencies and payment methods, allowing businesses to cater to a global audienceTokenization and encryption: NMI's platform uses tokenization and encryption technologies to ensure that sensitive cardholder information is securely transmitted and stored, minimizing the risk of fraud and data breachesFraud prevention tools: NMI offers various fraud prevention tools, such as Address Verification System (AVS) and Card Verification Value (CVV), to help merchants identify and block potentially fraudulent transactionsCustomizable checkout experience: Merchants can customize the look and feel of their checkout process to match their branding, ensuring a seamless customer experienceRecurring billing and subscription management: NMI supports recurring billing and subscription management, making it easy for businesses to offer subscription-based products or servicesIntegration options: NMI offers a range of integration options, including APIs and pre-built plugins, making it easy to connect the payment gateway to various e-commerce platforms, shopping carts, and other third-party softwareReporting and analytics: NMI's platform provides comprehensive reporting and analytics tools that allow merchants to track and analyze transaction data, helping them make informed business decisionsCustomer vault: Merchants can securely store their customers' payment information in NMI's customer vault, simplifying the checkout process for returning customers and making it easy to manage recurring paymentsHow can I enable payments via NMI? NMI integration is currently supported for order forms, invoices, and Text2Pay link paymentsThese steps can enable the integration: Enter the required Gateway ID and API keys with NMI: Three keys are required to be entered to connect to NMI: Gateway Id Security key Public key To get the gateway ID for your account, navigate to your merchant accountHead over to Settings -> Account Information and you will be able to find the Gateway ID for your accountPlease follow these instructions to obtain the keys if you do not already have themOnce you have acquired the keys, please head to Payments> Integrations in your subaccountThen fill out the respective fields with their keys and then hit Save: Please Note: Please upgrade to funnels version 2 to make use of this featureFAQs Where can I use the NMI integration to accept payments? The NMI integration can process order form payments in funnels version 2This includes one-step and two-step order forms and one-click upsells; invoice payments can be processed using the NMI integration, and Tex2Pay link payments can be processed using the NMI integrationWill I be required to create new products for using the integration? How should I sync the products with my payment provider? Syncing the products is not required at all for using NMI/Authorize.net integrationYou are only required to create a product(one-time/recurring) under Payments ➝ Products, and it will work according to the price defined while creating/editing the productIf existing products are being used with Stripe/Paypal, they will work with Authorize.net or NMI by switching the default provider under Payments ➝ IntegrationsNo additional sync is required to be done in that caseWhat payment methods are supported using NMI? Are Apple Pay, Google Pay, and e-check payment methods supported? Only credit/debit card payments can be accepted using NMI integrationCurrently, you cannot accept Apple Pay, Google Pay, or check payment methods, Is 3DS supported with the NMI integration? NO, 3DS payments are not supported using the integrationPlease head over to the ideas board for this supportCan I use Stripe to offer Google Pay and Apple Pay and process credit card payments using NMI/Authorize.net? Unfortunately, this cannot be the caseGoogle Pay and Apple Pay can be provided using Stripe only for now, and only one gateway has to have defaulted for order form payments among Stripe, Authorize.net, or NMISo using both simultaneously is not possibleWill recurring purchases be supported with NMI? Where can I find the track of subscriptions and orders placed? Yes, recurring product purchases are supported using NMI/Authorize.net integrationYou can track the subscriptions under Payments ➝ Subscriptions and orders details under the Orders and Transactions tablePlease Note: Purchase only one recurring product at a time in an order form checkout is supportedI am already using StripeDo I need to disconnect Stripe to connect to NMI? No, You are not required to disconnect Stripe to connect to NMIYou can connect to both gateways on the integrations pageHowever, since you have connected two gateways for processing payments, you must define a default gateway for processing order form paymentsWhat is the meaning of the Default gateway at the top of the Integrations page? mustWhen you connect to more than one gateway on the Integrations page, you will be required to define a default gateway for processing paymentsThis is necessary since more than one gateway is eligible to process payments and would require a default choiceOne default choice must be madePlease Note: PayPal will continue to function alongside Authorize.net/Stripe, whichever is set as the default Why don't I see Paypal among the default gateway options? You can connect to Paypal and use it as a payment method alongside a credit card payment method using Stripe/Authorize.net/NMIThis means that the default must be chosen among Stripe/Authorize.net/NMI when connectedPayPal can be used independently and alongside credit card payment methods on order formsI have connected to NMI and have selected it as the default gatewayWill transactions across the application be processed through NMI now? The NMI integration is available only for invoices, text2pay links, and order form paymentsThis means that if NMI is connected and is set as the default gateway, only these payments will be processed through NMIOther payment areas like calendars, SaaS, or memberships will continue to process payments using StripePlease Note If there are any recurring subscriptions/pending transactions with Stripe, they will continue to run as is till the time the Stripe connection is in placeWe encourage you to keep the connections in place and not disconnect any gateway, defining the default gateway will run new transactions through the desired choice and will keep in place the existing subscriptions running through Stripe and/or PayPalWhat will change in the reporting of transactions done with Authorize.net? Where will I be able to keep track of all payments? There will be no change in the Orders/Subscriptions/Transactions reportingAll the payments done via NMI/Authorize.net will be available under Payments ➝ TransactionsAlso, there will be no change in the functioning of triggers/attribution associated with order formsAll the functionalities will work the sameHow do I Cancel/End a subscription created via NMI/Authorize.net? I am not able to do so in the merchant portalSubscriptions created using NMI/Authorize.net can be canceled within the Subscriptions page using the 'Cancel Subscription' actionWe do not create subscriptions using the Automatic Recurring Billing of NMI/Authorize.net; hence, only charges corresponding to a subscription transaction will be visible in the merchant portalWill I be able to refund transactions as well within the application itself? No, as of now, we do not have the refund functionality within the applicationIt would be best if you used the merchant portal for refunding transactions for nowWhere will I be able to find the subscriptions created via NMI? I cannot relate to the subscription status defined on the Subscriptions pageAll subscriptions created on the order forms can be tracked under Payments ➝ SubscriptionsThe following represents subscription statuses and their inferences: Pending - When the first transaction for the subscription could not be completed, or the transaction is held for review Trial - Subscription is in trial mode Active - Last payment was made, and there is an upcoming payment as well Expired - All the subscription payments have been completed, and the subscription no longer exists Canceled - The business canceled the subscription using the Cancel action, and no further payments will be processedUnpaid - The last payment for the subscription was not paid successfullyThe subscription is ongoing, but the final payment was unsuccessfulThe following actions will be provided for the subscriptions according to the status: Actions / Status Pending Trial Active Expired Canceled Unpaid Cancel No Yes Yes No No Yes The following flow describes the handling of subscription statuses and payment retry logics in case of a subsequent payment failure : If the first subscription payment is successful while purchasing the subscription on the order form, the subscription will move into the active stateIt can also move into the trial status if a trial period is attached to the recurring productThe subscription will remain active until every recurring payment is made successfully for the subscription and will move to "Expired" after the completion of paymentsThe payment will be attempted two more times after 24 hrs eachThe status will remain "Unpaid." The subscription will remain in the Unpaid state and attempt the following subsequent transactions, each with two retriesThe next subsequent payment will also be attempted, and if any payment becomes successful, the subscription will move into "Active." Else will stay with "Unpaid" statusThe subscription status will move to "Expired" after all the retries are made for the last transactionIf the business disconnected the gateway account and there is an ongoing subscription, the transaction cannot be processed, and hence the subscription will move to unpaidThe retry attempts will continue according to the retry logicAdditional resources for reference Testing cards with NMI Available currencies for NMI </s>
<s>[INST] AI Tools in HighLevel [/INST] AI is a big word in our world right now, but what is it and how can you use it in HighLevel? In this document, we'll delve into the various HighLevel AI tools available, how they work, and pro tips for maximizing their effectivenessLet's get started! TABLE OF CONTENTS What is AI? How AI Works Pro Tips for Using AI Effectively AI Tools in High-Level Content AI Reviews AI Conversation AI Workflow AI Should I Use Conversation AI or Workflow AI? Third-Party Tools/Integrations AI Pricing and Rebilling AI Pricing HighLevel Rebilling AI Costs What is AI? AI, short for Artificial Intelligence, simulates human intelligence in machines to perform tasks that typically require human intelligenceIn the context of business, AI offers automation and enhancement of processes, creative assistance, and improved customer experiencesHow AI Works AI operates on prompts provided by usersA prompt is the directive or content given to the AI, which then generates a response based on the inputDetailed prompts lead to more accurate and relevant AI responsesPro Tips for Using AI Effectively As with any tool, there are tips and tricks to help you succeed and fast-track your successUnderstand AI as a Tool: Recognize AI's role as a tool that requires understanding and training for optimal useMake Detailed Prompts: Provide specific and detailed prompts to get precise AI responses tailored to your needsUse AI for Creativity and Research: Utilize AI to kickstart the creative process, generate content ideas, and conduct research efficientlyUse AI on Auto-Pilot: After training and testing, utilizing AI on auto-pilot allows for automated customer responses and business processesMany of our AI products allow for this, learn more belowPractice, Try it Out Now!: Most importantly, just practice using different prompts and tools to help improve your business processes and customer interactionsGo to Chat GPT and create a free accountThen spend some time practicing! Ask ChatGPT to create something for youExperiment with different prompts and see what you getThink about how you can add it to your business processes and customer interactionsAfter practicing, start using it in HighLevelThen consider how to train your clients how to use it in HighLevel so you can rebill to make a profit from their usage in HighLevelThey will be happy to pay after you show them how it will help their business grow while saving them time! AI Tools in High-Level Within HighLevel we have several built-in tools to help you utilize AI to grow your businessLet’s review each of them belowContent AI Content AI enables businesses to create content using AI assistanceIt can generate social media posts, emails, website headlines, blogs, and more based on user-defined parametersLearn more about Content AI How to Enable and Rebill Content AI? Learn more about Content AI in Blogs Learn more about Content AI in Social Planner Learn more about Content AI in the Email Builder Learn more about Content AI in Funnels and Website Reviews AI Automate the management of reviews with Reviews AI, offering suggestions or autopilot responses to customer feedback, thus streamlining reputation managementLearn how to enable and use Reviews AI: A Guide to Suggestive and Auto-Pilot Modes Conversation AI Conversation AI provides automated chatbot experiences, capable of handling one-off inquiries, FAQs, and appointment scheduling with proper training and contextLearn more about Conversation AI Enable Conversation AI for your Agency Training the Conversation AI Bot Workflow AI Workflow AI integrates with ChatGPT within the Workflow builder, allowing for customized automation of complex processes and workflows, albeit requiring technical expertise for setup and fine-tuningNeed to know: When using Workflow AI it will NOT consider previous conversations or messages unless you add it to the promptFor example: follow up responses will NOT consider the previous content unless you add in the previous prompt or content you want it to considerLearn more about Workflow AI Enable and Rebill Workflow AI How to Configure the Workflow AI Action Should I Use Conversation AI or Workflow AI? Most business owners will prefer Conversation AI as it is easier to use due to its user friendly interface and training featuresIn contrast, workflow AI offers greater control over prompts but setting it up and improving the responses is a lot more complicated than Conversation AICheck out this helpful comparison table to help you understand the differences and choose the best option for youConversation AI Workflow AI Recommended for most users due to its training and user-friendly interfaceEasier to learn and useGreat for general requests based on trained contentMost closely answers from trained material and prompts only - not considering outside sources that are not trainedGreater control over promptingHowever, setup and improvement are more complicatedHarder to learn and useGood for one-off needs like intent finding or custom specialized flowsConsider all of the internet and the prompt when responding to requestsThird-Party Tools/Integrations High-level offers integration with third-party tools developed by external developers, expanding functionality beyond built-in featuresThese tools can be accessed through the developer app marketplaceLearn more about Third Party Tools Locate 3rd Party Tools in the In-App Developer App MarketplaceGo to the Agency View > App MarketplaceTo gain access to our developer resources so you developers can create your App Integration with HighLevel, go to https://developers.gohighlevel.com/ AI Pricing and Rebilling AI Pricing HighLevel AI Tools are available on all plans and are charged based on usageLearn more about all of HighLevel’s Pricing, including AI Pricing, in the HighLevel Pricing GuidePricing varies between AI products and is subject to change from time to time due to business or industry changesDeveloper Marketplace Apps can be free or paid and are set by external developersYou will find their contact information on the App when choosing to install or manage itRebilling AI Costs On the $497 Plan Agencies can rebill the AI usage of Sub-Accounts to their customers at a marked-up price to make the money back for usageThis can even make a marginal profitTo learn how to set up Rebilling, read the setup doc provided below per AI toolTo learn more about check out Rebilling, Reselling, and WalletsConclusion HighLevel AI tools serve as invaluable assets for businesses, offering automation, creativity, and efficiency in various operationsBy understanding how to effectively use these tools and incorporating them into your workflows, you can unlock their full potential to propel your business forwardRemember to experiment, test, and refine your approaches to maximize the benefits of AI in your business endeavorsEmbrace the power of AI to streamline processes, enhance customer experiences, and drive growth </s>
<s>[INST] Dedicated Sending Domain Setup on Godaddy (LC Email) [/INST] Covered in this article Step-by-step LC Email Dedicated Domain Setup - GoDaddy To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record Step-by-step LC Email Dedicated Domain Setup - GoDaddy 1Once you are in the sub-account > Click on Settings > Email Services > Dedicated Domain > + Add Domain Check out How to Migrate My Agency Over to LC - Email 2If your Domain is companyname.com, you can set up the main Domain or sub-domain withCheck out How to move a sending domain from Mailgun to LeadConnector? Main Domain: If you are adding the main Domain, it should not be used with Gsuite or any other email provider Sub-domain: To set up the subdomain, you can type ANYTHING_HERE.companyname.com Examples: replies.companyname.com support.companyname.com 3Click on Add & Verify The next screen that you're taken to will ask you to add DNS records to your DomainLeave this screen open for the next step4Now log in to your DNS records based on where you get the Domain and add the 5 DNS recordsTo add the 1st TXT record Sign in to your GoDaddy Domain Portfolio to add your first TXT recordClick on the three dots for the Domain Edit Options next to your Domain Select Edit DNSYou may need to scroll down to see the Edit DNS optionClick on Add to add a new recordAType: Select TXT from the Type menu optionsBHost: DO NOT INCLUDE THE ROOT DOMAIN Depending on the subdomain you are trying to set up, if you are trying to set up lc.companyname.com - The host name will be lc replies.companyname.com - The host name will be replies If you are setting up a main domain like companyname.com, the hostname will be @ CTXT Value: Same for everyone paste the following record v=spf1 include:mailgun.org ~all DClick on Save To add the 2nd TXT record Click on Add to add a new recordAType: Select TXT from the Type menu optionsBHost: It's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT INCLUDE THE ROOT DOMAIN **Everyone's 2nd TXT record hostname and value is different Examples: copy the highlighted part ONLY Example 1 using subdomain: Copy mx._domainkey.helpdesk as the hostname Example 2 using main Domain: Copy mailo._domainkey as the hostname CTXT Value: Copy the 2nd TXT record here, highlighted in the screenshot below Value: paste the 2nd very long copied TXT record here DClick on Save To add the 1st MX records Click on Add to add a new recordSuppose you have a Gsuite account to capture incoming emails for the main DomainMake sure you are using a subdomainCheck out primaryCan I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? AType: Select MX from the Type menu optionsBHost: Different for everyone Depending on the subdomain you are trying to set up, if you are trying to set up lc.companyname.com - The host name will be lc replies.companyname.com - The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CPoints to: Same for everyone paste the following data mxa.mailgun.org DPriority is 10 which is also same for everyone no matter what Domain you are trying to set EClick on Save To add the 2nd MX records Click on Add to add a new recordAType: Select MX from the Type menu optionsBHost: Different for everyone Depending on the subdomain you are trying to set up, if you are trying to set up lc.companyname.com - The host name will be lc replies.companyname.com - The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CPoints to: Same for everyone paste the following data mxb.mailgun.org DPriority is 10 which is also same for everyone no matter what Domain you are trying to set EClick on Save To add the CNAME record Click on Add to add a new recordAType: Select CNAME from the Type menu optionsBHost: Different for everyone Head back to HighLevel to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main Domain Depending on the subdomain you are trying to set up, if you are trying to set up lc.companyname.com - The host name will be email.lc replies.companyname.com - The host name will be email.replies If you are setting up a main domain like companyname.com, the host name will be email CPoints to: Same for everyone paste the following data mailgun.org DClick on Save Now that you have added 5 records, click on Verify Domain Click the same button to Verify Domain again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can make sure the SSL Certificate for Dedicated Sending Domain (LC - Email) is all setThen 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] Workflow Folder Permission [/INST] Workflow folder permissions is only available on the Agency Pro Plan & above. Restrict access to any folder containing workflows with Folder Permissions Folders allow you to organize content and workflows allow you to automate tasks. You spend hours putting together battle-tested workflows, the last thing you want is unauthorized changes. With folder permissions users without access, won't be able to see, create and edit any workflows within that folder. So, if the folder permissions are set to agency admin, then only users with the agency admin role can see, create and edit workflows. How-to Add Folder Permissions Within a Workflow Folder Hover over or create a Workflow folder > Click on the "Actions" drop-down button > Manage Permissions > Select User Type & Role who will have access to this folder and workflows. Please Note: All users regardless of thier folder permissions will still be allowed to view the list of workflows the contact belongs to inside the Contact Details Page. Users will also have the ability to add / remove contacts to/ from any Workflow. What Access is Granted by User Type and Role? Folder Permission is set toAccess granted for Agency Admin Only Agency Admin Agency User Agency Admin & Agency User Account Admin Agency Admin, Agency User, & Account Admin All All Users What a User Without Access Will See </s>
<s>[INST] Industry Playbook - Coaching & Consultation Agency [/INST] The roadmap for growing a local Coaching & Consultation Agency online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers with up-sell offers. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Coach/Consultant’s website. Integrate the Coach/Consultant’s Google Business Profile to activate Google Chat (If they have a Google Business Profile) Activate The Missed-Call Text-Back so that any unanswered calls to the Coach/Consultant 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 Coach/Consultant often sends to people. Activate Conversation AI so the Coach/Consultant 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 Coach/Consultant can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Coach/Consultant can easily send out news, updates, and promotions to their contacts. </s>
<s>[INST] Inbound Calling on Mobile APP [/INST] For inbound calling to work, you must purchase a number within the sub-account and assign it to a user. How to set up Inbound Call 1. Login into Sub-account 2. Head into 'settings' > 'My Staff' > Click the 'Edit' button 2. Scroll down to 'Call and Voicemail Settings' > Assign a Twilio number to the user 3. Select forward calls to the mobile App How does it work? When the check box is selected, all the calls to the Twilio number will be routed to the mobile app. The mobile app will receive a notification and pick up a call. FAQ Why am I getting two calls? When an Inbound call is made, the call will be forwarded to the mobile APP. Inbound calls will only work if one of these three numbers is valid; (Inbound Call Routing - Explained) 1. Call forwarding number 2. User Phone Number 3. Company phone numbers are valid. If I log in to multiple devices, will I get called on all the devices? You will get calls simultaneously for up to 10 devices that are logged in. When any of the calls are received, the remaining will disconnect automatically. This will not work for multiple users What if I am part of multiple subaccounts and have inbound calling enabled? You will only receive calls on the sub-account you switched to last. If the app is killed, the app will remember the last sub-account details, and calls will continue to come in for the last sub-account. If you switch to a subaccount where inbound calling is not available, you won't be getting calls from any other sub-account What happens when I get two calls and pick up one? Calls will be automatically disconnected if one of the simultaneous calls is picked either from the device or natively. Internal Link: </s>
<s>[INST] How to Manage Comments In Memberships [/INST] Course creators and teachers want to know if their course is effective in helping students learnFeedback is a critical component of learningProviding timely and effective feedback helps students improve their performance and become better learnersAdding comments to your memberships will create an environment where this can be achievedIn this article, we will look into how to enable, hide and lock your membership commentsCovered in this article How to enable, hide and lock your membership comments: Enable comments for all lessons within a categoryEnabling comments for selected lessons within a category Filtering between products What does each comment feature do? Enabled: Hidden: Locked: Managing comments for all products: Change comments visibility from User Only to Public Delete and restore comments: How to enable, hide and lock your membership comments: Enable comments for all lessons within a categoryOpen the Products tab > Select an existing Product or create a new one > Click on the comments section > Select the category you would like to enable, hide or lock comments for Enabling comments for selected lessons within a category Open the Products tab > Select an existing Product or create a new one > Click on the comments section > Select which lessons you would like to enable, hide, and lock comments within a categoryFiltering between products What does each comment feature do? Enabled: An "Enabled" comment box will be visible on the page and will show existing comments in the thread and will give your students the ability to add new commentsHidden: A "Hidden" comment box will not be visible on the page and will not show existing comments in the threadLocked: A "Locked" comment box will remove the ability for your students to add new comments, however, the existing comments will still be visibleManaging comments for all products: Access your comments manager for your Products in the "Products" tab > Click Products > Click "Manage Comments"Change comments visibility from User Only to Public On a particular comment in the "comments manager" select "User Only" or "Public" in the drop-down to change the visibilityUser Only: The comment will be visible to the course creator and the student who posted the commentPublic: The comment will only be visible to all students and the Course Creator Delete and restore comments: Deleting a comment: Click Products > Click Manage Comments > Find and select the comment you wish to delete > Click deleteRestore a deleted comment : Click Products > Click Manage Comments > Click "Deleted" tab > Find and select the comment you wish to restore > Click restore </s>
<s>[INST] Using media in SMS campaign - how will it look on receiver's device? [/INST] GIF needs to be tapped to load on iPhones if a contact is not added into the phonebook. This is standard behaviour. </s>
<s>[INST] Funnel Troubleshooting \| Sticky Contacts not working on calendar/form in funnels [/INST] When adding a form and calendar to your funnels, please make sure you use the form and calendar elements for both, or if you are using custom html/js embed for one then do it for the other too. </s>
<s>[INST] How to create a Social Post with Content AI? [/INST] Content AI is an AI-powered writing assistant that can help generate content faster, easier, and betterIt can be used to create content with specific tones and keywords and generate multiple variationsContent AI is an AI-powered writing assistant that can help businesses generate content more quickly, easily, and effectivelyCovered in this Article: What are the benefits of using Content AI? How do I enable content AI? How to create a Social Post with Content AI? FAQ How many tones can I generate for the content? I want to check the old generate contentWhere can I check it out? Will the CRM provide language options in Content AI? Will the CRM provide long-form content in Social Planner with Content AI? What are the benefits of using Content AI? 10X-faster: Content AI can help businesses generate content and more efficiently, allowing them to focus on other essential tasksIncreased productivity: With Content AI, businesses can generate a larger content volume in less time, enabling them to produce more content and reach a wider audienceImproved quality: Content AI can help businesses create better-quality content tailored to their needs and goals, resulting in more engaging and effective contentcompelling Consistency: Content AI can help businesses maintain a consistent tone and style across all their content, ensuring a more cohesive and professional brand imageOverall, Content AI can be a valuable tool for businesses looking to improve their content creation process and generate high-quality, engaging content more efficientlyHow do I enable content AI? To enable Content AI, users can access the feature by going to their account settings and enabling itGo to the Agency Settings >Company> Enable Content AI to enable Content AIHow to create a Social Post with Content AI? AI-powered Content AI is available for Social Planner, followed by it will be everywhere for generating AI-powered contentStep 1: Go to Marketing > Social Planner > New Post Please Note - Enable the permissions for users to use Content AI in sub accounts by heading to Settings> My Staff> Edit a user> User PermissionsStep 2: Once you create a new post with the option of Content AINext, it will ask you to write a post title, post description, keywords, tone of the content, and the number of variationsFor example, for generating the content, Post Title - Enter the name of the topic or category of content like "Content Marketing" Provide a brief description about the post - The post description, like "short-form videos are changing the marketing trend in social media marketing strategies." Add Keywords - Enter the keyword (enter the word and hit enter) like "short-form videos, marketing, strategy, content generation." Writing tone - Choose the tone from the given optionsChoose the Number of variations from 1 to 5 Step 3: Once the form is filled, it generates variations of suggested promptsOnce you copy the variation content, it will appear on the right side of the editor spaceStep 4: If the details of the post are as per your requirements, click ContinueFAQ How many tones can I generate for the content? Content AI provides funny, casual, excited, professional, witty, sarcastic, feminine, masculine, bold, dramatic, grumpy, secretive, respectful, and persuasiveI want to check the old generate contentWhere can I check it out? To check the generated content via Content AI, go to Automation> Content AI to learn more details and see the various content generatedWill the CRM provide language options in Content AI? Yes, we are going to expand our scope to provide a selection of languages to generate a content variationWill the CRM provide long-form content in Social Planner with Content AI? Yes, we are going to expand our scope to provide long-form content in Social Planner </s>
<s>[INST] Step-by-Step Guide: Creating Pipelines [/INST] Pipelines play a crucial role in automating and streamlining business processes in GoHighLevel. Whether you're managing leads, nurturing prospects, or closing deals, creating pipelines can significantly enhance your efficiency and effectiveness. In this step-by-step guide, we'll walk you through the process of creating pipelines in GoHighLevel. In This Article Step 1: Accessing the Pipelines Section Step 2: Creating a new Pipeline Step 3: Adding Stages to Your Pipeline Step 4: Pipeline Actions and Dashboard configuration Step 1: Accessing the Pipelines Section Go to your Subaccount Go to Opportunities from the left sidebar Select Pipelines from the top menu Step 2: Creating a new Pipeline Once you're in the Pipelines section, click on the "Create Pipeline" button. Give your pipeline a descriptive name that reflects its purpose or the stage of the customer journey it represents. Step 3: Adding Stages to Your Pipeline With your new pipeline created, you'll see an empty canvas where you can add stages. Enter the name of the first stage of your pipeline Click on the "Add Stage" button to create more stages Repeat this process to add additional stages, defining the sequential flow of your pipeline. You can also reorder the different pipeline stages using the up and down arrows on the left of the stage name. Note that you need not create stages for "Won" or "Lost". HighLevel creates those stages for every pipeline of yours by default. Step 4: Pipeline Actions and Dashboard configuration The funnel and pie chart options allow you to decide whether the pipeline should be shown in the dashboard or not You can also configure whether or not to show each stage in the dashboard funnel and pie charts by clicking on their icons at the right of the respective stage. Learn more about dashboards for opportunities here. Other Useful Links Understanding Pipelines Creating an opportunity Viewing Dashboards for opportunities: TBA </s>
<s>[INST] How to Connect TikTok in Social Planner? [/INST] Social Planner allows users to connect TikTok accounts. Right now, we provide a connection to a personal TikTok account. TikTok business account is in Roadmap. Connect TikTok Personal Account Step 1: First, log into the account, go to Marketing, and click on the Social Planner. Step 2: 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) OR Step 3: After clicking Add account, there will be an option to add the TikTok Personal and Business Account Step 4: Log into the Tiktok Business or Personal Account to integrate for the social planner. Step 5: Next step is to choose the TikTok account for the Social Planner Step 6: You can manage the accounts from the Setting Icon </s>
<s>[INST] How to copy contacts from one sub-account to another sub-account? [/INST] Copy Contact Additional Tutorial Videos: https://www.youtube.com/watch?v=deI0HZ2HcAQ https://www.youtube.com/watch?v=nqCFyLRiols https://www.youtube.com/watch?v=wZ85Ej6VnKc Copy Contact enables copying contact to another account- Agencies 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 agencySelect an Account The contact will be copied to the selected accountOnly the accounts that the logged in user has access to will be listed hereCopy Tags Organize your contacts effectively by adding multiple tags to newly copied contacts in your selected sub-accountYou can choose tags from the source contact information or even create new ones manuallyCopy Custom Fields If enabled, contact custom fields will be copied to the selected accountThe custom field value will be copied only if that field exists in the selected accountToggle : Update contact if it already exists If this is enabled and if the contact already exists in the selected sub-account then the contact will be updated in the sub accountIf the contact is not existing in the sub account then new contact will be createdSkip Copy Contact if Contact does not have Email and Name If a contact does not have an Email or a Name then the contact won’t be copied and will be skippedWhat will be copied? Below fields will be copied when Copy Contact action is used - Contact info General info Tags (Copy tags toggle must be turned on in the Copy contact action) Custom fields (Copy Custom fields toggle must be turned on in the Copy contact action and same custom field should be available in the sub account) (The custom field type should be same in both accounts) Contact DND info What will not be copied? Details such as Conversations, Activity, Notes, Tasks, Appointments, Documents and Payments will not be copied </s>
<s>[INST] Reporting FAQs [/INST] TABLE OF CONTENTS FAQ: Understanding the Difference Between Call Reporting and Agent Reporting Q: What is the difference between Call Reporting and Agent Reporting? Q: How do the filters differ between Call Reporting and Agent Reporting? Q: Why might there be a mismatch between Call Reporting and Agent Reporting data? Q: How can I ensure accurate reporting when comparing data from Call Reporting and Agent Reporting? Q: Why is the Call count different between Google Ads Platform and our Call Reporting section? FAQ: Understanding Data Mismatch for Different Users Q: Why is there a data mismatch for different users? Q: How does timezone difference contribute to data mismatch? FAQ: Revenue on Reports and Dashboards Q: Why does the Revenue shown on Facebook Ad Reporting differ from Opportunity data? Q: How is revenue calculated on the location dashboard? FAQ: Google Ads Tracking and Reporting Q: Why is the Lead count 0? Q: Why is my Sales count 0 (zero)? Q: Why does the Sales count keep changing for the same old date range? Q: Why is Google Conversion not working? FAQs for Facebook Ad Reporting Q: Why is my Sales count 0 (zero)? Q: Why does the Sales count keep changing for the same old date range? Q: Contacts are repeating in Campaign, Ad, and Ad Group FAQ: Understanding Email Stats via SMTP Integration Q: What events do we track for emails sent via SMTP integration? Q: Why don't we receive other email events like delivered or unsubscribed via SMTP? Q: How do we handle missing events in our tracking system? Q: Why does the opened and delivered count appear the same for emails sent via SMTP? FAQ: Passing Parameter-Value Pairs with GA4 Events via Workflows Q: How can we pass Parameter: Value pairs along with a GA4 Event from a workflow? Q: What is Event Value in GA4? FAQ: General Q: Why Can't Users See Data on Dashboard Widgets? FAQ: Understanding the Difference Between Call Reporting and Agent Reporting Q: What is the difference between Call Reporting and Agent Reporting? A: Call Reporting and Agent Reporting are two distinct features in our system that serve different purposesCall Reporting focuses on tracking calls based on the assigned phone numbers, while Agent Reporting focuses on tracking calls based on individual agents/staff membersQ: How do the filters differ between Call Reporting and Agent Reporting? A: In Call Reporting, the filter is applied based on the assigned phone number, which may have a given name such as "Max." On the other hand, in Agent Reporting, the filter is applied based on individual agents/staff membersQ: Why might there be a mismatch between Call Reporting and Agent Reporting data? A: The mismatch between Call Reporting and Agent Reporting data can occur due to the nature of how calls are trackedIn Agent Reporting, the call count includes all contacts assigned to Max, as well as calls received or made by MaxHowever, in Call Reporting, the calls made to contacts assigned to Max may have been handled by someone else, leading to differences in statisticsQ: How can I ensure accurate reporting when comparing data from Call Reporting and Agent Reporting? A: To ensure accurate reporting, it's essential to understand the differences between the two reporting methods and the factors that may contribute to discrepanciesWhen comparing data from Call Reporting and Agent Reporting, consider the specific filters applied and the criteria used for tracking calls in each systemAdditionally, verify that the configurations align with your intended reporting objectives to minimize any potential discrepanciesQ: Why is the Call count different between Google Ads Platform and our Call Reporting section? A: The Call count shown in Google Ads Platform is not directly linked to our Call Reporting sectionWe do not display the Call count from the Google Ads Platform in our reportingTo track calls through Google Ads, users can set up a Number pool and add the number pool script on the website where they want to track callsIf users have set up a Number pool but are not seeing accurate call tracking, they may need to ensure that the number pool script is correctly implemented on their websiteFor detailed instructions on setting up call tracking in our platform, refer to this article: How to Set Up Call Tracking Number Pool FAQ: Understanding Data Mismatch for Different Users Q: Why is there a data mismatch for different users? A: The data mismatch for different users can be attributed to various factors, one of which may be the difference in timezones between the usersQ: How does timezone difference contribute to data mismatch? A: Differences in timezones can impact data recording and reporting, especially when dealing with time-sensitive events such as call logs or activity timestampsIf users are located in different timezones, their actions may be recorded based on their local time, leading to discrepancies in data when compared across different usersFAQ: Revenue on Reports and Dashboards Q: Why does the Revenue shown on Facebook Ad Reporting differ from Opportunity data? A: The Revenue displayed on Facebook Ad Reporting originates from Opportunity data, not directly from the Facebook Ads platformThis distinction arises because the client needs to configure two workflows to integrate Facebook conversion data with our platformThe same applies to Sales count and Leads countFor a step-by-step guide on setting up the conversion API for leads events, which consequently populates Sales count and revenue values in Facebook Ad Reporting, please refer to this article: Facebook Conversion Leads Walkthrough Q: How is revenue calculated on the location dashboard? A: The revenue displayed on the location dashboard represents the sum of the Monetary value of WON opportunities, rather than the actual payment receivedThis revenue metric is tied to opportunities and not directly linked with the integrated payment systemFAQ: Google Ads Tracking and Reporting Q: Why is the Lead count 0? A: The Lead count in Google Ads is attributed to contacts whose first attribution is "Paid Search" and originated from Google ads with utm_source=adwords and gclid indicating the Google click IDThis occurs when the client's setup is incorrect, such as missing tracking templates or precautionary scriptsAdditionally, discrepancies may arise if the actual campaign name differs from the contact's campaign name or if the campaign name exceeds 250 charactersQ: Why is my Sales count 0 (zero)? A: The Sales count on Google Ad reporting reflects the number of Google Ad Lead opportunities marked as WONIf the opportunity status was changed to anything other than WON or if the Leads count is 0, the Sales count will be 0 as wellSales count dynamically updates based on changes to opportunity statuses and is a subset of Leads countQ: Why does the Sales count keep changing for the same old date range? A: Changes in opportunity statuses, particularly if an opportunity was marked as WON on multiple occasions within the same date range, can cause fluctuations in the Sales countThe count reflects the date of the last status change to WON, and opportunities may be excluded if their status changesQ: Why is Google Conversion not working? A: Google Conversion may fail if the tracking template or precautionary script is not properly added, leading to incomplete dataDiscrepancies between the data sent back to Google Ads API and the actual data may also result in conversion failuresMake sure to add the tracking script and precautionary scriptRefer to this document for the steps FAQs for Facebook Ad Reporting Q: Why is my Sales count 0 (zero)? A: The Sales count on Facebook Ad reporting reflects the number of Facebook Lead opportunities marked as WONThis count is directly linked to the Leads count on the Facebook Ad ReportingThe Sales count will only appear if the Lead Event workflow is correctly set upEnsure that the FB Lead Event workflow is configured properly, as outlined in this helpful article: Facebook Conversion Leads WalkthroughIf the opportunity status is changed from WON to another status, or if the Leads count is 0, the Sales count will be 0Q: Why does the Sales count keep changing for the same old date range? A: Changes in opportunity statuses, particularly if an opportunity was marked as WON on multiple occasions within the same date range, can cause fluctuations in the Sales countThe count reflects the date of the last status change to WON, and opportunities may be excluded if their status changesQ: Contacts are repeating in Campaign, Ad, and Ad Group A: The Facebook Ad Reporting displays Leads and Sales based on the Campaign Name, Ad Group Name, and Ad NameTo avoid contacts repeating in multiple campaigns, ensure that these names are uniqueRepeated contacts may occur if the Campaign Name, Ad Group Name, or Ad Name are identicalEnsure that these names are distinct to prevent contacts from appearing multiple timesFAQ: Understanding Email Stats via SMTP Integration Q: What events do we track for emails sent via SMTP integration? A: For emails sent through SMTP integration, we track opened, clicked, replied, and bounce eventsQ: Why don't we receive other email events like delivered or unsubscribed via SMTP? A: SMTP integration doesn't provide visibility into all email events, limiting us to specific actions like opens, clicks, replies, and bouncesQ: How do we handle missing events in our tracking system? A: To compensate for missing events, we preprocess the data when other events occurFor example, if an email is opened, we assume it was delivered as well and update the delivered count accordinglyQ: Why does the opened and delivered count appear the same for emails sent via SMTP? A: Due to our preprocessing approach, where opened emails are assumed to be delivered, the opened and delivered counts may appear identicalThis is because we update the delivered count upon an email being openedFAQ: Passing Parameter-Value Pairs with GA4 Events via Workflows Q: How can we pass Parameter: Value pairs along with a GA4 Event from a workflow? A: Currently, we do not have a direct method to pass Parameter Name and Parameter Value in a GA4 action through workflowsQ: What is Event Value in GA4? A: Event Value refers to a numerical value assigned to an event to signify its significance or monetary worthThis value allows for quantifying specific interactions, aiding in the analysis of their impact on business objectivesFAQ: General Q: Why Can't Users See Data on Dashboard Widgets? Check Permissions: Ensure that the required permissions are enabled for the respective user profileFor example, permissions for contacts should be enabled to view contact-related widgets on the dashboardAssigned User Settings: If the "ONLY ASSIGNED USER" option is enabled in settings, users will only see data and metrics linked or assigned to themEnsure that users have the appropriate assignments configured to access the desired dataVerify Date Range: Make sure the date range is correctly set on the dashboardFor example, if you are validating data shown on the contacts page and dashboard, ensure that both pages have the same date range added for correct and synchronized data displayDouble-checking the date range alignment can help ensure accurate data representation across widgetsFAQs for Google Ads Tracking and Reporting Q: Why is the Lead count 0? A: The Lead count in Google Ads is attributed to contacts whose first attribution is "Paid Search" and originated from Google ads with utm_source=adwords and gclid indicating the Google click IDThis occurs when the client's setup is incorrect, such as missing tracking templates or precautionary scriptsAdditionally, discrepancies may arise if the actual campaign name differs from the contact's campaign name or if the campaign name exceeds 250 charactersQ: Why is my Sales count 0 (zero)? A: The Sales count on Google Ad reporting reflects the number of Google Ad Lead opportunities marked as WONIf the opportunity status was changed to anything other than WON or if the Leads count is 0, the Sales count will be 0 as wellSales count dynamically updates based on changes to opportunity statuses and is a subset of Leads countQ: Why does the Sales count keep changing for the same old date range? A: Changes in opportunity statuses, particularly if an opportunity was marked as WON on multiple occasions within the same date range, can cause fluctuations in the Sales countThe count reflects the date of the last status change to WON, and opportunities may be excluded if their status changesQ: Why is Google Conversion not working? A: Google Conversion may fail if the tracking template or precautionary script is not properly added, leading to incomplete dataDiscrepancies between the data sent back to Google Ads API and the actual data may also result in conversion failure </s>
<s>[INST] Creating Campaigns In Workflows [/INST] </s>
<s>[INST] Filtering Opportunities [/INST] Use a filter to segregate and view specific data on your opportunity board. Filters support both standard and custom fields In This Article Creating a Filter Filter Conditions Filter Types Creating a Filter Filters can be accessed by clicking the filter icon in the top right corner of the opportunities board. Multiple filters can be applied at the same time in two different configurations (explained below) Filter Conditions Two types of filter conditional logic are possible: AND and OR AND - Every condition must be met for each opportunity OR - At least one condition must be met for each opportunity These filter conditions can be changed using the toggle on the top right of the filter right sidebar Filter Types The filters are divided into 2 groups: Standard Filters - Based on opportunity activity and standard fields Owner Status Campaign Type Last Stage Change Created on Updated on Lead Value Opportunity won on Opportunity lost on Custom Filters - Filters for Custom fields in opportunities (except File Upload and Signature Field) </s>
<s>[INST] How To Reduce 'Spam Likely' by Registering your Numbers on Free Caller Registry [/INST] From time to time, you might notice that your outbound calls are being labeled as "Spam Likely" or "Scam Likely" when reaching out to potential leadsTo address this issue and remove such nuisance labels from your numbers, we recommend registering your tracking numbers using the Free Caller RegistryIt's important to note that this registration process is specifically designed for U.Sphone numbersIf you're dealing with international numbers, we suggest getting in touch with the terminating carrier responsible for marking your outbound calls as spamRequesting adjustments to your outbound caller ID through the respective carrier can help resolve this matterTABLE OF CONTENTS Getting Started Registering Numbers on Free Caller Registry Form Field FAQs Getting Started The Free Caller Registry employs a standardized and centralized procedure, enabling entities engaged in legitimate outbound phone calls to submit their data to the three service providers of call management services supporting major U.Swireless carriers Registering Numbers on Free Caller Registry The Free Caller Registry employs a standardized and centralized procedure, enabling entities engaged in legitimate outbound phone calls to submit their data to the three service providers of call management services supporting major U.Swireless carriers Step 1: Visit the Free Caller Registry websiteStep 1: Click Register here Step 1: Complete the form Step 1: Click Send verification code(FCR will send the code immediately)Step 1: Enter the verification code in the Enter verification code from email fieldStep 1: Click Submit Within three to five days of submission, expect confirmation emails from the three providers responsible for updating all U.S.-based carriersThese emails will either confirm or deny the updateAdditionally, you may receive an email from these providers, prompting you to establish an account to finalize the submission processForm Field FAQs Below is a description of how to correctly fill each form field with the correct phone number format and company informationAdd a list of the tracking phone numbers you'd like to registerYou will need to provide the following items: - Tracking number- Display Name (the name you expect to show when calling a customer)- For lists larger than 20 numbers use the Upload Additional Numbers option - File upload must be in Text or Excel format and less than 100KB in size (+15554443333 format, all on separate lines or cells)Choose a business category within the I believe my calls are sectionContact NameCompany PhoneEmailCalling Company Name (your company name)Calling Company Address (your company address)CityStateZip CodeCalling Company URL (your website)Service Provider (your phone provider)Calls per month (estimate)Provide further information if you have received feedback from customers that your phone numbers are being labeled incorrectly Should you have any questions or require further clarification on this process, please don't hesitate to reach out to our Support team for assistance </s>
<s>[INST] What is A2P 10DLC? [/INST] A2P 10DLC is a messaging compliance system that enables businesses to send Application-to-Person (A2P) messages via 10-digit long code phone numbers in the United StatesThis comprehensive guide provides a detailed overview of A2P 10DLC, registration requirements, campaign use cases, compliance guidelines, and the impact on message delivery and pricingWhether you're a small business or an ISV, understanding messaging compliance is crucial for maintaining reliable and effective communication with your audienceCovered in this Article Important Notices Unregistered 10DLC Message Fee Increases New Requirements for A2P 10DLC Registrations What is A2P 10DLC? What do I need to do? How does A2P 10DLC work? Do I need to register? If so, what’s the deadline? What if I am testing or sending a low volume of messages to the US? What happens if I don't register? How does US A2P Brand registration work? What is a Trust Score, and how does it affect me? How do Trust Scores influence message throughput? Required information for United States A2P 10DLC registration Low-Volume Standard Brands Business Information Sole Proprietor Brands Information required for registration: What’s a campaign use case? What does the campaign use case options mean? Do I need to go directly to The Campaign Registry or any other non-LC Phone website to complete registration? Can I buy new phone numbers to use this A2P 10DLC service? My company provides services to multiple other brands or companies as an ISV (independent software vendor)What do I have to do? FAQs What information is required for registration? Once I complete registration, how do I ensure my phone numbers use 10DLC? Do I need to change the way I send outbound messages? What pricing and fees are associated with the A2P 10DLC service? How long does it take to get registered? Is MMS messaging affected by A2P 10DLC? What message-sending throughput (MPS) do I get? How do these rule changes affect shortcodes and Toll-Free numbers? Should I switch to 10DLC? Shared short codes will be banned, date TBD Toll-Free SMS – no changes Is there an API for registering Business Profiles, US A2P Brands, and Campaign Use Cases? Is Verizon making any changes to its existing A2P 10DLC service? What about other mobile networks in the US? Are these changes also affecting messaging to Canada, Puerto Rico, or other countries? Is WhatsApp messaging affected by A2P 10DLC? Important Notices Unregistered 10DLC Message Fee Increases • AT&T and T-Mobile are increasing the per-message rate on unregistered trafficIf these numbers remain unregistered, they may be subject to additional filtering or blockingSome carrier fees will be increased on June 1, 2023, and others will be increased on August 1, 2023• For more information on the specific fees and timing, please see What Pricing and Fees are Associated with A2P 10DLC• If you have unregistered traffic, register for A2P 10DLC via LC Phone Console or API before June 1, 2023, to avoid the higher fees and service disruptionsPlease Note: Sole Proprietor A2P 10DLC Registration Now Available LC Phone has re-launched the Sole Proprietor Brand registration offering (formerly known as “Starter Brand”) in accordance with the new industry guidelines for sending low-volume messaging• If you’re an individual or small business without a Tax ID (EIN), please see New Changes to Sole Proprietor Brands FAQ for more details on how to register• If you have a Tax ID (EIN) and low traffic requirement (less than 6,000 messages per day), Low Volume Standard Brands can be used for mixed messaging campaigns with multiple use cases, multiple numbers per campaign, and higher throughput than Sole Prop• If you have a Tax ID (EIN) and higher traffic requirement (more than 6,000 messages per day), Standard Brands can be used for multiple use cases, multiple numbers per campaign, and higher throughput• For a full overview of the different Brand registration offerings, see our Comparison between Sole Prop, Low Volume Standard, and Standard registration for A2P 10DLCNew Requirements for A2P 10DLC Registrations Effective January 26, 2023, new A2P Campaign registrations are subject to a new vetting process, which includes a one-time $15 campaign vetting feeFor more information, visit our FAQ on A2P 10DLC Campaign Vetting Changes - January 2023What is A2P 10DLC? A2P 10DLC refers to a system in the United States that allows businesses to send Application-to-Person (A2P) type messaging via standard 10-digit long code (10DLC) phone numbersCarriers in the US consider all LC Phone traffic to be A2PCarriers’ A2P 10DLC offerings provide better delivery quality and lower filtering risk than long code SMS of the past, using the same phone numbersSpecial Use Cases are now supported; however, if you are a customer registering a special use case requiring additional carrier approval or a 527 Political Organization, please see our guidance on Special Use Cases before proceeding with registrationRegister now to benefit from improved deliverability and increased throughput in the new verified A2P 10DLC ecosystemA2P 10DLC has new registration requirements for businesses that intend to send long-code messages to AT&T in the USWhat do I need to do? If you do not send any messages to users in the United States using long code numbers, you do not need to do anythingIf you send messages to the United States using long code numbers, you have the following registration options based on your Tax ID status, volume, and use case: If you have a Tax ID (EIN) and send under 6,000 message segments per day, you should re-register for Low Volume Standard Brands If you have a Tax ID (EIN) and send over 6,000 message segments daily, you should re-register for appropriate campaign types within Standard BrandsIf you don’t have a Tax ID (EIN), you should register a Sole Proprietor Brand (available April 17th)A2P 10DLC registration can be done in the LC Phone System Trust CenterFor a more detailed overview of what information you will need and how to begin, seeHow do I register to use A2P 10DLC messaging? Read on for details of the rules and requirements under the new A2P 10DLC registration system and answers to many common questionsHow does A2P 10DLC work? There are two important requirements under the new A2P 10DLC system: Businesses must identify who they are to the carrier networks (Brand registration)Businesses must register what type of messages they send, i.e., notifications (Campaign registration)Registration is done entirely through LC Phone System Trust CenterWe have integrated with The Campaign Registry (TCR) to meet carriers' requirements while making it easy for businesses to onboardPlease see how I register to use A2P 10DLC messaging for additional guidanceDo I need to register? If so, what’s the deadline? We strongly recommend customers complete registration as soon as possibleYour traffic will be subject to higher unregistered fees and possible filtering until your phone number(s) are associated with a registered campaignYou must re-register in a timely manner to minimize the impact of these feesWhat if I am testing or sending a low volume of messages to the US? If you do not have a tax ID, you should register a Sole Proprietor Brand designed for individuals and small businessesThis offering will be available on April 17thSee New Changes to A2P 10DLC Sole Proprietor Brands FAQ for more informationIf you have a tax ID, you must register even if you send low volumes of messagesYou should register for Low Volume Standard Brands if you send under 6,000 message segments dailyWhat happens if I don't register? Increased message filtering and fees will apply to messages that are sent without registrationWe also expect that at a future date, unregistered messaging to the US via long code numbers will cease to be supported altogetherFor details on unregistered message traffic fees, see the pricing and fees associated with the A2P 10DLC serviceHow does US A2P Brand registration work? When you complete your US A2P Brand registration, your Brand will receive a Trust Score from 0 to 100This rating influences the maximum message throughput that will be allocated to each of your Campaign use cases (see below)What is a Trust Score, and how does it affect me? When you complete the registration of your Brand and Campaign(s) for A2P Messaging through the LC Phone Console, that information is sent from LC Phone to The Campaign Registry (TCR), a 3rd party at the center of this new registration systemLC Phone automatically submits your Brand for secondary vetting, which uses a reputation algorithm to review specific criteria relating to your company and assign a Trust Score to determine your messaging throughput and T-Mobile daily message limitsHow do Trust Scores influence message throughput? Trust Scores are grouped into three levels, from lowest to highestYour Trust Score level and Campaign Type will determine the message throughput allocated to your campaign use caseFor details, see Message throughput (MPS) and Trust Scores for A2P 10DLC in the USRequired information for United States A2P 10DLC registration Low-Volume Standard Brands Each business will need the following information to register for A2P 10DLCThis means you must collect this info for your customers if you are a direct brandBusiness Information Business Name Physical Address (Street, City, State/Province/Region, Postal Code, Country) Business Identity (Direct Customer or ISV/Reseller/Partner) Business Type (Sole Proprietorship/Partnership/Corporation /Co-Operative/LLC/Non-Profit) Company Status (Private/Public) Stock Ticker & Exchange (if Public) Business Registration Number & Type (EIN for US-based companies, other business identifiers for non-US companies) Industry Website Regions of Operations Points of Contact An authorized representative with the following info: Name Email Title Phone Number Job Position (Director/VP/GM/General Counsel/CEO/CFO) A second point of contact may also be provided but is optionalSole Proprietor Brands Sole Proprietor registration is available nowThe following requirements will applyNo Tax ID (EIN): To qualify for Sole Proprietor registration, you must not have an EIN (Employer Identification Number)Any business with a Tax ID (EIN) is not eligible and should instead register for a Low Volume Standard BrandUS or Canada only: Sole Proprietor Brands are limited to individuals in the US and CanadaInformation required for registration: Brand or business name First name Last name Email address Mobile phone number (in US or Canada) Physical address (in US or Canada) Please Note Each mobile phone number can only be used to validate up to 3 brandsEach email or physical address can only be used to validate up to 10 brandsThis limit applies for all A2P registrations within the ecosystem, even brands registered outside of LeadConnectorWhat’s a campaign use case? This represents a messaging use case, for example, sending account notifications or conducting marketingIn carrier terminology, these are called "Campaigns." For more specificity, LC Phone is calling them campaign use casesSome companies may only need to register one campaign use case; in other scenarios, you may have multipleFor example, if you are a company that sends authentication codes to validate new users but also sends marketing messages, you should register two campaign use casesWhat does the campaign use case options mean? Your campaign use case describes the type of messaging you plan to sendThis will influence the price you pay per message on AT&TUse cases vary from notifications and fraud alerts to customer care to social updatesFor more information on Campaigns and a full list of campaign use cases, please see: List of Campaign Types and Use Case Types for A2P 10DLC registrationDo I need to go directly to The Campaign Registry or any other non-LC Phone website to complete registration? NoRegistration can be completed entirely through LC PhoneLC Phone has integrated directly with The Campaign Registry (TCR) to facilitate registration for our customersThis offers you other benefits of LC Phone’s Trust HubIf you are an Independent Software Vendor (ISV), you can apply to LC Phone for an exception to allow you to go directly to TCR for your US A2P Brand and Campaign registrations and use those registrations for your message traffic on LC PhoneIf you aren't sure whether you are an ISV or a direct customer, see Am I a direct customer or an ISV (for A2P 10DLC registration)? However, before considering this option, we strongly recommend you review this crucial information about requirements and limitations when registering directly with TCRCan I buy new phone numbers to use this A2P 10DLC service? Buying new numbers is unnecessary if you already use long code numbersFollowing the registration process will enable your existing numbers to use the new A2P 10DLC serviceSee also: How do these rule changes affect short codes and Toll-Free numbers? Should I switch to 10DLC? My company provides services to multiple other brands or companies as an ISV (independent software vendor)What do I have to do? If your company is an ISV, you must register your Business Profile and Brand, then register each of your client's US A2P Brands and Campaign Use CasesLC Phone is continually working on making this process as smooth as possible for ISV customers, especially those with many clientsFirst, you’ll register your company as a Primary Business Profile in the Trust Hub on your primary LC Phone accountFor registering your end clients, LC Phone will be offering two options: Sole Proprietor Brand: For individuals and small businesses without a tax IDSee New Changes to A2P 10DLC Sole Proprietor Brands FAQ for more informationLow Volume Standard Brand: For clients with a Tax ID (EIN) sending less than 6,000 SMS segments and MMS daily to the United StatesThe Low Volume Standard Brands allow Low Volume Mixed Messaging campaigns, multiple numbers per campaign, higher throughput, and lower filteringStandard Brand: For clients with a Tax ID (EIN), sending more than 6,000 SMS segments and MMS daily to the United StatesStandard Brands allow for all campaign types, multiple numbers per campaign, higher throughput, and lower filteringPlease see here for our ISV onboarding guide: ISV U.SA2P 10DLC Onboarding GuideWe understand that onboarding to A2P 10DLC may be a significant effort if you are an ISV with many clientsWe recommend you start by registering your larger clients, then expand registration to your smaller clientsSee also: How do I register to use A2P 10DLC messaging? FAQs What information is required for registration? You will need information about each business and brand to register businesses, brands, and use casesThe required info includes the business name, physical address, and business type (LLC, partnership, etc.)Once I complete registration, how do I ensure my phone numbers use 10DLC? Once your Brand(s) and Campaign(s) are approved, you must link each of your A2P Campaign Use Cases to a Messaging Service and add phone numbers to that Messaging ServiceAny numbers that you add to that Messaging Service will be automatically associated with the Campaign that you linked to that Messaging ServiceThis article contains steps to follow in the LC Phone Console or using our APIs to ensure your numbers are configured correctly: How do I check that I have completed US A2P 10DLC registration? By default, newly-created Messaging Services are set to "Defer to sender webhooks," meaning the Messaging Service will not override any existing inbound message handling you have configured on your LC Phone numbersIf you are using an existing Messaging Service, you created weeks or months ago, ensure its inbound message handling settings are configured the way you want before adding any numbersYou can browse that Service in the LC Phone Console or use the Messaging Services APIDo I need to change the way I send outbound messages? If you don’t currently use Messaging Services in your application to send outbound messages, that’s OK – you won’t need to make changes within your applicationModifying your application to include the Messaging Service SID in your API requests is unnecessaryAdding the phone numbers to a Messaging Service is only necessary to associate them with a CampaignWhat pricing and fees are associated with the A2P 10DLC service? For an overview of registration costs and per-message carrier fees associated with A2P 10DLC, please see the pricing and fees associated with the A2P 10DLC serviceHow long does it take to get registered? A2P 10DLC registration is a multiple-step process that includes registering a Business Profile, a US A2P Brand, and a Campaign use caseBrand registration can typically be completed in a few minutes if you've collected all the required informationFor example, when registering a US-based business, you should ensure your Employer Identification Number (EIN) is ready when you begin registrationHowever, in the event that there is a discrepancy with the information you provide, a manual review may be required for Secondary Vetting, which can take up to 7 daysTo avoid this, please see A2P 10 DLC Brand Approval Best Practices Effective January 26, 2023, all new A2P Campaign registrations are subject to a manual vetting processWe are currently experiencing several weeks of delays in vetting A2P 10DLC CampaignsWe are working with our 3rd Party provider to improve the vetting timesIn the meantime, please account for these delays when registering, and for more information, visit our FAQ on A2P 10DLC Campaign Vetting Changes - January 2023Is MMS messaging affected by A2P 10DLC? Yes, MMS messaging via long code is subject to carrier fees as part of A2P 10DLCWe also expect registered MMS traffic to ultimately benefit from reduced carrier filteringHowever, long code MMS messaging remains subject to throughput limits due to limited carrier capacityA shortcode is still the best option for high-volume MMS use cases in the United StatesWhat message-sending throughput (MPS) do I get? Message throughput (MPS) will be allocated per registered Campaign Use CaseFor many customers, A2P 10DLC will offer much higher throughput than the traditional 1 MPS for long code messaging without requiring additional numbers to get higher throughputFor details, see Message throughput (MPS) and Trust Scores for A2P 10DLC in the USHow do these rule changes affect shortcodes and Toll-Free numbers? Should I switch to 10DLC? These changes do not directly affect shortcodes and Toll-Free numbers, except for officially prohibiting shared short codes for all use cases except authentication codesDetails belowShared short codes will be banned, date TBD Dedicated short codes are still a great way to send high-volume A2P messaging in the United StatesHowever, the transition to A2P 10DLC will ban sharing short code numbersThe only exception to this policy is shared short codes used to send 2-factor to auth (2FA) or OTP codes only“Shared short codes” refers to short code numbers that are shared among multiple brands; for example, Shoe Company A and Beverage Company B send messages via the same short code numberIf you have purchased a short code number from LC Phone and are using it only for your business and brand, this change will not affect youUnder the new policy, a short code may be shared across multiple companies only for the purposes of sending authentication code messages, for example, "Your login code is 12345." Any other category of messaging is not allowed on a shared shortcodeCustomers sharing a short code among multiple clients or brands for purposes other than sending 2-factor codes (OTPs) should completely migrate away from shared short codesPreviously, the end date for shared short codes was identified as June 1, 2021As of early 2022, the end date for shared short codes is on hold until the successful implementation of A2P 10DLCA specific date will be shared here when we have information to shareToll-Free SMS – no changes US Toll-Free phone numbers are not affected by these changesToll-Free SMS is still a great way to send A2P SMS in the United States and CanadaSee Information and best practices for using Toll-Free SMS in the US and Canada for more informationIs there an API for registering Business Profiles, US A2P Brands, and Campaign Use Cases? Yes, for ISV-type customers invited to onboard their clients, LC Phone provides APIs for registering yourselves and your clientsYou can view the documentation here: ISV A2P 10DLC Registration: API Step-by-Step walkthroughRegardless of how you plan to register, we encourage you to go ahead and collect all the required informationSee How do I register to use A2P 10DLC messaging? for a listIs Verizon making any changes to its existing A2P 10DLC service? Verizon launched its A2P 10DLC service in January 2019At this time, Verizon has not announced any plans to adopt these new Brand and Campaign registration requirementsIf this ever occurs, LC Phone will notify our customers in advanceFor now, Verizon’s A2P 10DLC service continues operating without changesSee the Verizon A2P 10DLC FAQ for detailsWhat about other mobile networks in the US? Please note that the T-Mobile network includes Sprint and MetroPCS, as those networks were acquired by T-Mobile previouslyAll information related to T-Mobile also applies to these networksUS Cellular (the 4th largest mobile carrier in the US) has not announced specific A2P 10DLC plans as of January 2022Read on for details about other types of mobile networksMobile Virtual Network Operators (MVNOs) Many smaller branded mobile providers in the US are actually Mobile Virtual Network Operators (MVNOs), who utilize one or more of the major mobile networks for their serviceA list of US MVNOs is available on WikipediaThese changes will also affect MVNO numbers primarily utilizing AT&T's networkIf you perform an LC Phone Lookup on a mobile number operated by an MVNO, it will display the name of the primary host network (for example, AT&T or Verizon)Other independent mobile networks Small independent mobile networks in the US are a small percentage of the mobile market and are unaffected by upcoming A2P 10DLC changesA list of mobile networks in the US that own and operate their network infrastructure is available on Wikipedia for referenceAre these changes also affecting messaging to Canada, Puerto Rico, or other countries? No, Canada mobile carriers are not impacted at this timeCanadian mobile carriers may introduce registered A2P 10DLC solutions in the future, but at this time, carriers have not announced any plans to do soYes, Puerto Rico carriers are impacted as wellMany recipients in Puerto Rico have telephone services from US-based carriersMessages to those recipients are treated the same as messages to US-based recipients of those networksFor information about message sending in countries other than the US, we recommend checking out our country-specific SMS Guidelines pages to learn about any unique rules or restrictions in that countryIs WhatsApp messaging affected by A2P 10DLC? NoWhatsApp messaging is unaffected by any of these changesWhatsApp messages are transmitted over the Internet rather than through carrier networks like SMS and MMS </s>
<s>[INST] The Affiliate Commander Program [/INST] What is an Affiliate Commander? “Affiliate Commander” is a status awarded annually HighLevel’s highest-performing affiliates that comes with exclusive perks and bonuses. Commander Perks include… Your own slack channel in the HighLevel workspace Short-term endorsement opportunities Invitation to the Affiliate Mastermind and other exclusive events Quarterly calls with the HighLevel dev team Access to ticket-escalation protocol for you and your referrals And more! How do I become an Affiliate Commander? Affiliate Commander status is earned by affiliates who generate at least six figures in annual commission from new referrals and/or upgrades. Commander Status is not a lifetime achievement, and affiliates must remain on pace with the annual commission target to retain the title and its perks. Each year’s winners are announced at the LevelUp Summit in October. Want to know if you’re on pace to become an Affiliate Commander? Reach out to your Affiliate Manager. </s>
<s>[INST] Configure Marketplace App Listing Type [/INST] Configure Your App Listing Type for Visibility in Highlevel Accounts. This can be selected while creating the app for the first time. TABLE OF CONTENTS Type: Standard Type: White-Label Type: Standard Standard apps are visible at both the agency and sub-account levels under the Highlevel domain, depending on their distribution type. These apps are not visible at the agency and sub-account levels under white-label domains. Type: White-Label White-label apps are visible at the agency and sub-account levels under both white-label and non-white-label domains, according to their distribution type. These apps must not contain any references to Highlevel or Gohighlevel in their app properties, details, or on the company website. Any such references will result in disapproval during the app review process by the marketplace team. Agencies and sub-accounts under white-label domains will only be able to install these apps. Given the nature of their type, white-label verified apps tend to have a broader reach as they are listed for both white-label and non-white-label agencies and sub-accounts. Therefore, it is recommended to fully white-label your app for maximum visibility. </s>
<s>[INST] Pause / Resume Sub-Accounts [/INST] Agencies can now "pause" and "resume" SAAS sub-accountsIf you have a SAAS (Software as a Service) client who fails to make payments, their Account can be Paused (disabled)This means that they won't be able to access the services or features of the software until the payment is madeThe way for SAAS customers to resume their paused accounts is by paying their billsFor Regular clients, you need to resume their accounts manuallyCovered in this Article: How to Pause SAAS/Regular Sub-Account(s) Automatically (Works for SAAS Sub-Accounts only) What is meant by a Subscription failure? Manually (works for both SAAS and Regular Sub-Accounts) What do my Client's admins & users see when their sub-account is paused? If you have a SaaS client with a failed subscription If you have a regular (non-SaaS) client or if your SaaS client doesn't have a failed subscription Resuming Sub-Accounts FAQ What happens to a 'Paused' sub-account's automation, calendars, messaging, etc.? Is everything paused? How to Pause SAAS/Regular Sub-Account(s) Please Note This feature is only available for Agency AdminsAutomatically (Works for SAAS Sub-Accounts only) Agencies can pause a sub-account automatically when a SaaS subscription is not paid upWhen a SaaS client's subscription fails, the agency can choose to Pause their sub-account Leave it operational This setting can be controlled in the Agency Sidebar> SAAS Configurator> Suspend Sub-Accounts when their SAAS subscription failsThis setting will pause client sub-accounts when their SaaS subscription failsWhat is meant by a Subscription failure? A subscription is considered failed when your Client has not paid up, and the subscription status has been changed to canceled, past_due, or incomplete_expired or incomplete status in StripeTo learn how Stripe subscription statuses work, please refer to this Stripe help articleManually (works for both SAAS and Regular Sub-Accounts) You would need to head to the Sub-Accounts tab in the Agency SidebarScroll to the sub-account that you want to pauseEither click on their name or go to the far right and click the three dots > Manage ClientHead to the Actions dropdown to the right > Pause Sub-Account It will then ask you for confirmationMark the given Checkbox and Click on Pause Sub Account to proceedWithin a few seconds, the sub-account will be pausedA banner will be added in this window indicating that it has been paused: Being an Agency Admin, you would still be able to log in to that Account as usual, the banner would still be displayed there, but you would have no issues using the Account being the Agency AdminWhen the Client tries to access the sub-account, they will see one of two possible messages on their screen depending on whether they are a SAAS client (see below for more details)What do my Client's admins & users see when their sub-account is paused? If you have a SaaS client with a failed subscription Your Client will see a screen to reactivate their SaaS subscriptionThey can change payment methods if requiredOnce they have reactivated their SaaS subscription, their sub-account will be resumed automaticallyIf you have a regular (non-SaaS) client or if your SaaS client doesn't have a failed subscription Your Client will see a screen to contact you (the agency) to resolve the situationWe will use your phone number & email from your agency> settings > Company pageResuming Sub-Accounts As an agency admin, you may resume a sub-account at any given time by heading to Agency Sidebar> Sub-Accounts> Navigating to the Paused AccountThen either click its name or the 3 Dots to the far right and then click on Manage Client: Then go to the Actions dropdown and click on Resume Sub-account: It will then ask you for ConfirmationCheck the required box and then click on Resume Sub Account: FAQ What happens to a 'Paused' sub-accounts automation, calendars, messaging, etc.? Is everything paused? No, sub-accounts will continue working as usualThe only thing that changes is customers will now be prompted to update their subscription or contact the agency on file- If you have a SaaS client with a failed subscription - If you have a regular (non-SaaS) client or if your SaaS client doesn't have a failed subscription </s>
<s>[INST] Scroll to elements or sections in websites or funnels [/INST] There are 3 ways you can anchor/ scroll to elements or sections within website or funnel: Method 1: Hyperlinking the Text element within the builder Method 2: Using a button element in the builder Button Option 1 - Website URL Button Option 2 - Scroll to element Method 3: Using the Navigation Menu element in the builder Quick Tips & How-to: In order to anchor/ scroll within the same funnel/website, you will need to use the CSS selector ID (How to find your #CSS SELECTOR ID) In order to anchor/ scroll to a section in another funnel/website page please use the page URL with the CSS selector ID appended at the end: Ex: https://www.URL.com/funnelpath#CSS SELECTOR (This will also work for subdomains) Some common use cases to use anchor/ scroll to elements are: Linking "Table of Contents" items to their corresponding sections Linking "Terms of Service" for quick access to important sections Linking sections of your "scripts" for staff when handling prospects Linking your "Navigation Menu" to the Pricing table that is located in a specific section of your funnel/ website "Book a Call" button that links to a booking widget in another funnel or website Specific Video located in a section of a funnel/ website Multiple buttons to one section of your website/funnel like an optin form ect Lets take a look at how you would find your #CSS SELECTOR ID 1Head into the Builder Click on the section you would like to anchor/ scroll tooMake sure the section or element is highlighted (green in this case)2Click on Advanced in the left menu Scroll down to the bottom of the left menu until you see CSS selector3Click on CSS SELECTOR copy button Copy text area titled: #section-6EZdwvZ3l by clicking on the button Method 1: Hyperlinking the Text element within the builder 1Drag highlighted text you wish to link your section too2Click on the "link" button 3Paste "#section-6EZdwvZ3l" into input field NOTE: To Anchor to another funnel/website section within your system please use the full page URL with the CSS selector ID appended at the end: Ex: https://www.URL.com/funnelpath#CSSSELECTORID This will also work for subdomains 4Hit "Enter" to make sure changes are savedYou will know once changes are saved as the highlight text will now be highlighted blueViola that's it =) Method 2: Using a button element in the builder There are 2 primary ways to link a specific section of a page to a button within the funnel/ website builder (circled in red)Option 1: "Website URL" Ideal for linking across different funnel & website pagesThis is achieved by inputting the page URL with the #CSS SELECTOR ID appended at the endEx: https://www.URL.com/funnelpath#CSS SELECTOR (This will also work for subdomains) Option 2: "Scroll to element" Ideal for linking sections within the same funnel pagePlease select "Scroll to element" option in the field below and select the section within the page you wish to anchor/ scroll tooButton Option 1 - Website URL 1Click on the button you wish to link a section too In this example we will be linking a button to a section from another page within the systemPlease proceed to click on the buttonA highlighted box (orange) will appear when the button is selected2Click on the dropdown menu located at the bottom of the left side Click on the dropdown menu located at the bottom of the left side menu 3Paste the URL plus CSS Selector in the input field Next lets grab the page URL and append the CSS selector ID to the endEx: https://www.URL.com/funnelpath#CSS SELECTOR (This will also work for subdomains) 4Select the action you would like to happen when the button is clicked If you would like your link to open in a new tab please toggle this onMake sure to hit "Save" in the top right hand corner and that's itButton Option 2 - Scroll to element 1Click on the button you wish to link a section too A highlighted box (orange) will appear when the button is selected2Click on the "Button Actions" dropdown menu located at the bottom left side Click on drop down menu and select "Scroll to element" option 3Click on "Scroll to Element" dropdown This will open a dropdown menu of all the section within that page 4Hover and click on the section you wish the button to be anchored too When scrolling through the options in the dropdown menu you will notice a highlighted box appears around the element (blue in the case)Select the element you wish to anchor the button tooNote: The titles in the dropdown menu are auto generated element namesIf you would like to label your sections see Step 5 below5BONUS - How to label your sections Click on the section/ element you would like to LabelThis section will be highlighted when selected as show below 6Scroll to the top of the left hand side menu Enter the label you wish to call this sectionFor our example we will use "New Lead From"7Proceed to the dropdown menu "scroll to element" option Once the step above is complete, the newly labeled element name "New Lead From" will appear in the dropdown menu Make sure to hit "Save" in the top right hand corner and that's itMethod 3: Using the Navigation Menu element in the builder Important Note: Navigation menus are global elements, meaning they can be clicked on anywhere they are presentFor this reason we recommend using the URL+CSS selector method to ensure that your links do not breakEx: https://www.URL.com/funnelpath#CSS SELECTOR 1Click on NAVIGATION MENU element For this example we will anchor the "Book a Call" option to a booking widget section located in another funnel/ website2Click on the edit pencil next to "Book a Call" located in the left side menu area 3Click on "Go to website URL" Paste your redirect URL+CSS Selector: Ex: https://www.URL.com/funnelpath#CSS SELECTOR (This will also work for subdomains) 4Open link in New Tab? For this option if you would like to open the link in a new tab please toggle this feature on (blue)5Click on Submit Make sure so hit "Save", that's it! Your Navigation Menu will now open your booking widget in a new tab </s>
<s>[INST] Conditional Logic in Forms [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=mwtDrNimU5o The Conditional Logic feature in our Form Builder allows you to automate actions in your forms based on user interactions. You can use multiple conditions, choose from diverse operations, and have the flexibility to edit them as you see fit. You have the power to trigger actions like displaying custom messages, redirecting to specific URLs, or disqualifying leads for a tailored user experience. This feature empowers you to make your forms smarter and more dynamic. TABLE OF CONTENTS Quick Overview Where to find Conditional Logic in Forms "AND" and "OR" conditions Which operations are covered for different fields ? Quick Overview Where to find Conditional Logic in Forms Open the form builder and see the conditional logic from secondary top bar. Clicking on it will open the popup. You can configure the following type of logic: Display custom messages Redirect to specific URLs Disqualify leads "AND" and "OR" conditions You can add as many "AND" and "OR" condition as you want. Switching between ‘AND’ and ‘OR’ automatically updates all operations accordingly. Whether you’re dealing with standard or custom fields, we’ve got operations for every data type — text date phone number monetary values single drop-downs radio selections Which operations are covered for different fields ? The above image show the operations that can be done. You can choose from operations like contains, equal to/not equal to, starts with/ends with, is empty/is filled, greater than/less than, before/after, and more. Note: Currently we do not support checkbox and multi select in conditional logic. </s>
<s>[INST] Members Approval Questions [/INST] More Tutorials from the Community https://youtu.be/8hJBZsaTrPg https://youtu.be/HQDyFGA94FA https://youtu.be/Di1sTrDCmNs https://youtu.be/_9T7OIrMwhU Welcome to the latest feature in the GoHighLevel community—Member Approval Questions! This powerful tool allows you to streamline your community membership process and ensure that new members align with your community's goals. Below, we'll guide you through the steps to effectively use Member Approval Questions. As an admin/ owner of a group, you can choose to ask a set of questions to members who request to join the group In This Article Getting started Creating approval questions Managing member responses Getting started Accessing Member Approval Questions: To access member questions, Go to Settings > Member Questions Enabling Member Approval Questions: To enable the member questions, just toggle it on from the Enable Member Questions button. Once enabled, member will receive questions to answer, that are added here Creating approval questions Adding questions: To add member questions, click on Add Questions. Maximum 3 questions can be added here For every options that are added, each option should be unique Choosing question types: Choose the appropriate question type - Text Box, Single Select, Multi Select Managing member responses Accessing responses: Admins/Owners of groups should regularly check and manage responses from the People Tab > Requested Filter Approving/ Rejecting a Membership: To accept or reject a membership, admins/owners go to Requested filter > showing all members who requested to join. Click on the 3 dots > Membership Answers > Approve or Decline as per the relevant answers </s>
<s>[INST] How to authorize card payments using the old funnel builder [/INST] Covered in this Article: Payment Verification Process in Funnels How Authorization works Authorizing a payment using version 1 of the page builder Payment Verification Process in Funnels (Version 1) If you are on Version 2 of the page builder click here Related article: What's the difference between Version 1 & Version 2 of the page builders How Authorization works: This, by default, is not turned on and will require a couple of quick extra steps, covered belowThe system will remove the monetary value placed in the "authorized amount" from the client's bank account before crediting it laterIf the account does not have the funds during the authorization process, they will not be allowed to continue to the next stepUpon authorization approval, the system will credit back the account for the amount used to authorizeIf you have any "Trial days" attached to the plan, those will kick in as soon as the card is authorizedFunds may take up to 5 business days before being returned to the clients bank accountIt ONLY works with Subscriptions and Payment plansNote: If you would like to authorize payment before purchase for all your plans, this process will need to be repeated for each plan attached to the payment formAuthorizing a payment using version 1 of the page builder 1Head into your funnel/ website builder Select the funnel step your products are attached to2Click on Products 3Click on the "Edit" icon to open up your product settings In this example, there are two plans where "Authorized payments" will need to be turned on (Monthly $149 & Yearly $1490)First, we will start with plan 1 (Monthly $149) then come back and repeat this process for plan 2 (Yearly plan $1490)4Click on Authorize Card 5Type the dollar amount you would like to "authorize." Please Note: Keep in mind the amount you place here will be deducted from the clients accountIf the funds are unavailable they will not be able to proceedIn this example: The system will take "$1" out of the clients account and then refund the "$1" backThe refund process may take up to 5 business days before returning the amount takenONLY works with Subscriptions and Payment plans6Click on "Currency" Enter the currency you wish to use 7Click on USD For this example we will use USD8Click on Update Make sure to hit "Update"That's it </s>
<s>[INST] Understanding Facebook Ad Reporting Terminology [/INST] Facebook Ad Reporting provides live reporting and analysis for your client's digital ad campaignsFacebook Ad Reporting provides big-picture campaign analysis, so it is easy to understand your client's ad performance and grow their ROICovered in this article: Impressions Clicks Conversions Client Spend Average CPC (Cost per Click) Cost Per Conversion (CPA) Conversion Rate Revenue ROI Sales CPS (Cost per Sales) Leads CPL (Cost per Lead) Impressions An impression is the number of times your ad is displayed on a search results page or another website within the Facebook networkClicks When someone clicks your Ad, like on the Blue Headline or Phone Number of a Text Ad, Facebook Ads Counts That As A ClickConversions A conversion is any interaction between a user and your website where the user completes an action that you’ve defined as valuable to your businessFor example, if I visit your site and view a specific webpage, that would be one type of conversionIf I download your eBook, sign up for your newsletter, or take another action, that would also be considered a conversionThe goal of conversions is to convert visitors into customersClient Spend It is the cost of running the ad plus the agencies management fees (This is only visible to Agency Admin and Agency User) Average CPC (Cost per Click) CPC is the average amount that a publisher pays for each click on their adThe higher the CPC, the more expensive it will be to place an advertisementThe cost of placing an advertisement can vary depending on many factors such as: Advertiser’s budget Number of impressions Location and time of day Type of content in which Cost Per Conversion (CPA) is a metric that measures the average cost of acquiring one new customerIt’s also known as Cost per Acquisition, or CPAIt is calculated by dividing the total cost of ads by the total number of conversionsConversion Rate Conversion rates are calculated by simply taking the number of conversions and dividing that by the number of total ad interactions that can be tracked to a conversion during the same time periodFor example, if you had 50 conversions from 1,000 interactions, your conversion rate would be 5%, since 50 ÷ 1,000 = 5% Revenue When an opportunity is marked as won, the opportunity will have a Lead value (monetary) addedIt is sum total of all the opportunity which is marked as won for a specific Facebook ad campaignPlease note: When adding a lead value only use numerical integersThere is no need to add a $ sign as its already accounted for in the field (See example below) ROI Return On Investment (ROI) is measured by calculating the ratio between the costs incurred during an advertising campaign and the revenues generated from that campaignROI can be applied to each individual ad, or to the entire pageSales It refers to the leads/opportunities that have been marked as wonCPS (Cost per Sales) CPS is measured by dividing the cost of running a specific campaign by the number of opportunities marked as wonLeads It refers to the leads/opportunities that are recorded as open through form submission, response via chat widget, or phone callCPL (Cost per Lead) CPS is measured by dividing the cost of running a specific campaign by the number of opportunities that are in the open stage </s>
<s>[INST] Unregistered 10DLC Message Fees Will Increase; Register Numbers by June 1, 2023 to Avoid Higher Unregistered Messaging Fees [/INST] If you are sending text messages (SMS or MMS) to U.Sconsumers from a 10-digit long code (10DLC) phone number and you haven't registered all your 10DLC phone numbers for A2P 10DLC here: LC Phone System Trust Center TABLE OF CONTENTS What do you need to know? Upcoming carrier fee changes summary Why is this happening? What do you need to do? What if you don’t take action? What do you need to know? To send messages in the US, you must register all 10DLC phone numbersAs a result, AT&T and T-Mobile are increasing the per-message rate on unregistered traffic to motivate unregistered senders to registerIf these numbers remain unregistered, they may be subject to additional filtering or blockingSome carrier fees will be increased on June 1, 2023, and others will be increased on August 1, 2023Most customers are observing significant savings and better deliverability by registering their 10DLC numbersUpcoming carrier fee changes summary Effective Date for Increase Carrier Outbound Message Type Unregistered per-message fee June 1, 2023 AT&T SMS $0.01 June 1, 2023 AT&T MMS $0.015 June 1, 2023 T-Mobile SMS $0.005 June 1, 2023 T-Mobile MMS $0.014 August 1, 2023 T-Mobile SMS $0.006 August 1, 2023 T-Mobile MMS $0.015 Please refer to this article to see a list of all fees as applicable todayWhy is this happening? These changes align with the broader industry goals to create a fully registered and verified business messaging ecosystem in the U.Sto protect consumers from SPAM, bad actors, and unwanted messagingWhat do you need to do? If you have unregistered traffic, register for A2P 10DLC via LC Phone System Trust Center before June 1, 2023 to avoid the higher fees and service disruptionsIf you’re unsure if you have unregistered traffic, review our help article, how do I check that I have completed U.SA2P 10DLC registration?For more guidance on the various A2P 10DLC registration steps and requirements, review our documentation on the A2P 10DLC Campaign Approval Best Practices As an alternative to A2P 10DLC, you may also consider using Toll-Free phone numbers and complete Toll-Free Number Registration for LC - Phone (US/Canada) for your use cases; some customers have found Toll-Free number verifications to be simpler and more cost-effectiveWhat if you don’t take action? Messages from unregistered numbers will be subject to the increased per-message carrier fees on AT&T and T-Mobile, and is also subject to additional filtering </s>

Subsets and Splits

No community queries yet

The top public SQL queries from the community will appear here once available.