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<s>[INST] HighLevel Calendar Settings Consolidation [/INST] Coming soon, please check back shortly </s>
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<s>[INST] How to Create a Customizable 404 Error Page [/INST] Enhance your user experience with our existing customizable 404 error page feature! Seamlessly redirect users encountering errors to a custom, brand-aligned webpage instead of the default error pageIt's an innovative, simple, and effective way to keep users engaged, even in unexpected circumstancesCovered in this Article What is the Customizable 404 Error Page? What are some good usage cases for this feature? What are the benefits of this feature? How to choose a 404 Error Page for your domain? Create a page to use as your domain's 404 error page: Choosing the domain's default 404 page: FAQs Q: Can I track the performance of my custom 404 error page? Q: Is having more than one custom 404 error page possible within one Funnel/Website? Q: Does having a custom 404 error page affect my site's SEO? Q: I've created a custom 404 page, but users still see the default error pageWhat could be the problem? Q: Can I use multimedia elements (like video or audio) on my custom 404 error page? Q: How often should I update my custom 404 error page? What is the Customizable 404 Error Page? A customizable 404 error page is a feature that allows you to replace the default "Page Not Found" message with a page of your designWhen users try to access a webpage on your site that is unavailable or is unavailable, they're typically shown a standard 404 error pageThis page is often unhelpful and can disrupt the user's experience, sometimes even prompting them to leave your siteHowever, with a customizable 404 error page, you can turn an unfortunate situation into a positive oneYou can design this page to align with your brand's image and messagingThis can include elements like your company's logo, colors, fonts, and other visuals that fit your brandBut it's not just about the lookAn effective custom 404 page will also offer helpful information and options to the userThis can include explaining why they're seeing the error page, which can be done in a friendly and approachable wayAnother great strategy is to include links to other parts of your site, such as the homepage, popular products or posts, or your contact pageThis provides a next step for the user and encourages them to stay on your site and continue exploring rather than leaving due to the errorWhat are some good usage cases for this feature? 404 errors, also known as "Page Not Found" errors, typically occur when a user tries to access a webpage that doesn't exist on the serverThis can happen due to several reasons: Broken or Dead Links: This is one of the most common causes of 404 errorsIf there are old links on your website, or if other websites are linking to pages that no longer exist, users who click these links will be greeted with a 404 errorUsage Case: Suppose you have a blog, and you are linked to a specific article in one of your postsIf that article gets deleted or moved to a different URL, anyone who clicks on the original link will see a 404 errorA custom 404 page could display a message like "Sorry, the article you're looking for is no longer hereBut feel free to explore our recent posts!" and include links to other blog posts or the blog homepageURL Change Without Redirection: If you change the URL of a page without setting up a proper redirect, users who try to access the old URL will encounter a 404 errorUsage Case: Let's say you run an e-commerce store, and you've recently updated your product URLs for SEO reasonsIf a customer has bookmarked an old product URL, they'll encounter a 404 error when they try to access itYour custom 404 page could say, "Oops, looks like the product you're looking for has movedBut don't worry, you can search for it here!" and include a search bar or links to product categoriesUser Typing Error: Sometimes, users may manually type a URL into the address bar and make a mistake, causing a 404 errorUsage Case: A user tries to access a particular page on your site, but they make a typo when entering the URLYour custom 404 page could include a friendly message like "Oops, we couldn't find the page you're looking forTry checking the URL, or explore our site using the links below." You could provide links to your site's homepage, popular pages, or a mapDeleted Pages: If you delete a page on your website, any users trying to access that page will see a 404 errorUsage Case: You run a news website and recently deleted some old articlesIf a user tries to access one of these articles, they'll see a 404 errorYour custom 404 page could say, "Looks like the story you're looking for isn't here anymoreBut there's always fresh news to discover!" and include links to the latest articles or news categoriesThese are some specific events leading to 404 errors and how a custom 404 page can turn these errors into more positive user experiencesWhat are the benefits of this feature? The customizable 404 error page feature offers several significant benefits: Improved User Experience: A well-designed 404 page can help to mitigate the frustration of reaching an error pageIt can provide helpful information, options to navigate elsewhere on your site, or even a touch of humor to lighten the momentBrand Consistency: A custom 404 page allows you to maintain brand consistency even in error situationsThis can reinforce your brand identity and show professionalismReduced Bounce Rate: By providing helpful links and options on your 404 page, you can encourage users to stay on your site and continue browsing rather than leaving due to the errorThis can help to reduce your site's bounce rateOpportunity for Engagement: A 404 page can be a chance to engage users in unexpected waysSome websites use their 404 pages to showcase creativity, share interesting facts or offers, or prompt users to interact with other elements on the siteSEO Benefits: While 404 errors don't directly harm your site's SEO, they can lead to a poor user experience that indirectly impacts SEOBy guiding users back to active parts of your site, custom 404 pages can help to maintain your site's SEO performanceGuidance: A custom 404 page can guide visitors back to a working page on your site, keeping them engaged rather than feeling lost or frustratedA customizable 404 error page is a minor feature that can make a big difference in how users perceive and interact with your site, particularly when encountering an errorHow to choose a 404 Error Page for your domain? Create a page to use as your domain's 404 error page: You will first need to create a page on your Funnel or Website Builder, which you can use as the 404 Error PagePlease head to Sites> Funnels (or Websites) and then run into any of your funnels using the domain for which you create the 404 pageCreate and customize the page as you would likePlease Note: Try to have a unique 404/Error page for every domainChoosing the domain's default 404 page: Head to Settings> Domains> Edit your desired domain with the pencil iconAnd then click on the Set default 404/Error Page dropdownChoose the Funnel/Website page you created as the 404 Error page, then click SaveOnce you've selected your custom 404/error page, users who encounter a 404 error on your site will automatically be redirected to your custom 404 pageFAQs Q: Can I track the performance of my custom 404 error page? A: Yes, you can use tools like Google Analytics to track the performance of your custom 404 error pageThis can help you understand how often users reach this page and what they do after seeing itQ: Is having more than one custom 404 error page possible within one Funnel/Website? A: While technically possible, by using different Domains and Subdomains for different steps within one site and then having different 404 pages for each domain and subdomain, It's usually best to have one consistent 404 page across your site for brand consistency and user experienceHowever, if your site has distinctly different sections (e.g., a blog and an e-commerce store), creating 404 pages for each section might make senseQ: Does having a custom 404 error page affect my site's SEO? A: While 404 errors don't directly impact your site's SEO, a custom 404 page can help maintain a positive user experience, which is an indirect factor in SEOIt can also guide users back to active pages on your site, which can help to maintain your site's overall traffic and engagement levelsQ: I've created a custom 404 page, but users still see the default error pageWhat could be the problem? A: This could be due to various issues, such as a problem with your server configuration or a mistake in setting up the custom 404 pageIt's best to troubleshoot this issue with our Support team or your hosting providerQ: Can I use multimedia elements (like video or audio) on my custom 404 error page? A: Yes, you can include any elements on your 404 page that you would on any other site pageHowever, keep in mind that it's essential to maintain a balance between creativity and usabilityAny elements you add should enhance the user's experience and not confuse or frustrate themQ: How often should I update my custom 404 error page? A: There's no hard-and-fast rule for how often to update your 404 page, but it's a good idea to review it regularly to ensure it remains effective and aligns with any changes to your brand or websiteIf you add new features or significant sections to your site, consider updating your 404 page to include references or links to these additions </s>
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<s>[INST] How to Merge Duplicate Contacts [/INST] </s>
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<s>[INST] Show Popup on Entering Funnel/Website [/INST] This article shows how you can show a popup on entering a website/funnel. Steps to make this work: 1. Open/Edit the funnel/website you're working on. 2. Click on popup settings. 3. Under General Setting, go to Show popup on. 4. Select the Delay option. 5. Use the slider to choose from 1 to 60 seconds. Note: The timeout will be canceled automatically if the popup was already opened before the set delay. </s>
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<s>[INST] What is a dedicated IP in LC email? [/INST] Dedicated IPs offer a distinct advantage by sending your email messages from a unique, exclusive IP addressEmail service providers (ESPs) closely monitor the reputation and behaviour of an IP address to determine the deliverability of emails linked to specific domains associated with that IPGetting a dedicated IP address provides your organization with exclusive ownership, giving you full control over the management of the email sender reputation and deliverability tied to that IPThis article will cover What dedicated IP in LC email is, pricing, why the feature was built, and several FAQsTABLE OF CONTENTS When should I get a dedicated IP address? What are the benefits of a dedicated IP? What are some tips for sending emails with dedicated IPs? Who can buy a dedicated IP? How to buy a Dedicated IP? How to Manage Your Dedicated IP To assign a dedicated IP to a domain: FAQ How can I bill my clients for usage? Will dedicated IP reselling work with ISV? How do I set up rDNS? When should I get a dedicated IP address? If you're sending a significant volume of emails, in the ballpark of hundreds of thousands to millions per month (especially if exceeding 200,000), it becomes prudent to establish your reputation on a dedicated IPIt's worth noting that obtaining a dedicated IP might be a distinct investmentFurthermore, when setting up email authentication protocols, including SPF, DMARC, DKIM, and SSL certificates to bolster protection against email spoofing, a dedicated IP becomes vitalShared IPs don't offer the same level of security, leaving you vulnerable to the actions of other senders using the same IPAdditionally, possessing a dedicated IP shields you from potential domain hijacking risks, ensuring the integrity and security of your email communicationsWhat are the benefits of a dedicated IP? While a dedicated IP might come with higher costs compared to a shared IP, it presents several distinct advantages: Enhanced Email: Dedicated IPs often result in faster email deliveryRenowned email service providers like Gmail and Yahoo tend to favour emails from dedicated IPs, ensuring quicker inbox placement for your messagesAdditionally, without sharing bandwidth, your performance isn't influenced by others using the same IPFull Control Over Sender and IP Reputation: As the sole user of a dedicated IP, you have total control over your sending habits, IP reputation, and, for websites, SEO effortsThis allows you to customize your strategies without external interferenceEfficient Problem Resolution: Being the only sender on your dedicated IP simplifies the process of identifying and addressing IP-related issuesPinpointing problems and implementing solutions becomes more straightforward, improving the overall reliability of your servicesEnhanced Cybersecurity: A dedicated IP provides an additional layer of protection against threats like domain hijacking, malware, and hacking attempts, ensuring better security for your online resourcesIn conclusion, while dedicated IPs might be more costly, the tangible benefits they offer in performance, control, problem-solving, and security make them a valuable investment for organizations with significant online and email needsWhat are some tips for sending emails with dedicated IPs? Within the world of email service providers (ESPs), your reputation is criticalWith a dedicated IP, the challenge is to manage email volume and timing adeptly to prevent activating spam filtersIdeally, you should pace your email dispatches, allowing for a gradual increase in volume every 24 hoursDedicated IPs are most beneficial when consistently dispatching large volumes of emailsHowever, sporadic, high-volume sending can be counterproductive, potentially flagging you as a spammer to email filters or even resulting in blocklistingESPs are particularly wary of abrupt surges in email dispatchesIf your email traffic is inconsistently high, a shared IP might be more advantageousThis aligns your intermittent high volumes with the steady traffic patterns of other senders on the same IPThrough thorough testing and adjustments, we've perfected and automated the dedicated IP warm-up process, ensuring a robust sender reputationIf manually warming up your IP isn't for you, our solution offers a seamless experienceUsers may experience a transitional period where their emails alternate between the dedicated IP and their old shared IP in a 50/50 split until the dedicated IP is fully warmed upThis warmup process is crucial to ensure optimal deliverability and reputation for the dedicated IPIt is important to note that users may still be in the warmup phase even after a considerable amount of time has passed since the IP was assignedIn the ever-changing domain of email delivery, tact and strategy are essential to uphold a stellar reputation with ESPs and guarantee your messages reach their desired recipientsWho can buy a dedicated IP? Dedicated IPs are exclusively available for Agencies on the $297/$2970 and $497/$4970 plansWe strongly advise sending a minimum of 50,000 messages per week to uphold a robust reputation and reduce throttling issues with mailbox providersAdditionally, we recommend allocating one dedicated IP address for every 1 million messages sent monthlyThis proactive approach ensures optimal deliverability and enhances your overall email performanceAgency: An agency that has been established within the last 30 days is eligible to purchase the IPSub-location: Accounts with a total contact count exceeding 100,000 or those that have sent more than 200,000 emails in the last 30 days, and belong to an agency type created within the last 30 days, are eligible to acquire the IPBoth Agencies and sub-accounts can purchase a dedicated IP if they are using LC - Email as the Email providerNon-SaaS locations are eligible to purchase if the Agency grants permissionThis setup is detailed on the Agency Sub-accounts pageHow to buy a Dedicated IP? LC Email users can acquire a dedicated IP through the Email serviceNavigate to the agency settings page and click on Email ServicesClick on Dedicated Domain And IP in the LC email provider sectionOn the next page, click on "Buy IP"A modal will appear with the option to buy a new IPClick on the "Buy Now" button to proceed with the purchaseOne IP of $59 per month will be charged to the agencyAgency could set up rebilling to cover this costHow to Manage Your Dedicated IP If you own a dedicated sending domain, you'll notice a tag indicating whether your domain is associated with a Dedicated or Shared IPPlease note: A Dedicated IP can only be linked to a dedicated sending domainAdditionally, you can assign one or more dedicated IPs to your domainsIn this configuration, a single domain can be linked to multiple IPs, and vice versaIf your domain is associated with multiple IPs, emails will be sent through all these IPs in a round-robin mannerThis method ensures a balanced distribution of email traffic among the IPs linked to your domainTo assign a dedicated IP to a domain: Click the three dots and select "Assign IP"The "IP Assignment" modal will appear, displaying all the IPs you've purchasedFAQ How can I bill my clients for usage? If you're on the Pro-plan, you can rebill your clients, saving you the effort of manual billingWill dedicated IP reselling work with ISV? Absolutely! Agencies on the Pro Plan will maintain the capability to resellHow do I set up rDNS? Yes, Follow the instructions in this article and setup the rDNS </s>
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<s>[INST] View Calendar & Appointments in User Timezone [/INST] In This Article How it Works? Setting Your Timezone Ensuring Accurate Availability If Your User Timezone is Set to Your Actual Location If Your User Timezone is Set to a Different Location (for Viewing Appointments) FAQ How it Works? Now, you can effortlessly view your calendar, appointments and confirmation emails in your default user timezone, providing a more convenient and efficient experience for users across different locationsImagine your business is in New York, USA (Eastern Standard Time - EST)User A is in Paris, France (Central European Time - CET), and User B is in California, USA (Pacific Standard Time - PST)With the default user timezone set to CET for User A, they see all appointments in Central European Time, while User B views appointments in PSTThis eliminates the need for manual conversion, letting users check appointments directly in their own timezoneNote: On the Calendar View and Appointment List, you can now identify the timezone you are currently viewing inCalendar View Appointment List Setting Your Timezone To set your timezone: Navigate to Settings > My ProfileScroll to User Availability and set your timezoneEnsuring Accurate Availability: If Your User Timezone is Set to Your Actual Location: Simply input your usual availability, e.g., 9 am to 5 pmIf Your User Timezone is Set to a Different Location (for Viewing Appointments): Manually adjust your availability to match the selected timezoneFor example, if your current location is in the UK (GMT +00:00), but you want to operate in New York (GMT -05:00), ensure to adjust your availability accordingly to align with the New York timezoneNote: These changes are applicable only in the Calendar Module: Calendar View, Appointment List, Confirmation EmailsTo be implemented for: Appointments under Contacts, Conversations and Opportunities FAQ Q: I want to see appointments in the business timezoneWhat do I do? A: To view appointments in the business timezone, set your user timezone to match the business timezoneFor example, User A can set their timezone as EST to view appointments in the New York timezone </s>
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<s>[INST] How List-Unsubscribe helps email deliverability [/INST] Covered in this article: What is the list-unsubscribe header? Why list-unsubscribe header is good for email deliverability Can this be disabled? Why I'm not getting the unsubscribe option in the email header What is the list-unsubscribe header? The list-unsubscribe header is an additional ‘unsubscribe’ link generated by some of the most common email providers (Gmail, Outlook, etc.). When list-unsubscribe instructions are detected in the email header, it allows email recipients to remove their email addresses from your distribution list without searching for the unsubscribe link in your email. Why list-unsubscribe header is good for email deliverability This feature is a deliverability best practice! It helps reduce complaints by giving subscribers a quick method to safely unsubscribe without negatively impacting your sending reputation. It is an additional, preferred option that recipients can use – rather than report spam or an abuse complaint. Can this be disabled? No, this cannot be disabled, as this is an RFC/industry standard. Why I'm not getting the unsubscribe option in the email header The unsubscribe option is only shown for senders with a high reputation. This only works for some senders right now. We're actively encouraging senders to support auto-unsubscribe — we think 100% should. We won't provide the unsubscribe option on messages from spammers: we can't trust that they'll actually unsubscribe you, and they might even send you more spam. So you'll only see the unsubscribe option for senders that we're pretty sure are not spammers and will actually honor your unsubscribe request. We're being pretty conservative about which senders to trust in the beginning; over time, we hope to offer the ability to unsubscribe from more emails. </s>
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<s>[INST] How do I migrate my agency and sub-account over to LC Phone? [/INST] Effective 19th October , the LC - Phone system will be available for all the agenciesYou can skip the hassle and directly set up the system with one clickWhy LC-Phone? LC - Phone eliminates the need to integrate a third-party Telephony provider (Twilio, Plivo, etc.) in order to send/receive an SMS/Call in the CRMWith LC - Phone, sending & receiving SMS/Calls in the CRM works right out of the box! Read more about it hereCovered in this article: Why LC-Phone? How to use this feature? Step 1 - Validate the LC - Phone System Access Step 2 - Convert your agency to ISV Step 3 - Move existing sub-accounts over to LC Phone Some important points to look at before migrating the sub-account: ABulk Migrate all sub-accounts to LeadConnector Phone - US/Canada sub-account BMigrate a single account to LeadConnector Phone - US/Canada sub-account CMigrate a single account to LeadConnector Phone - Non-US/Canada sub-account FAQs 1What are the benefits of moving to the LC Phone System? 2What happens to the Existing Sub-Accounts when the agency onboards into LC phone? 3In which countries are ISV available? 4Will SaaS re-billing work if I move sub-accounts on LC - Phone System? 5What are the costs of LC Phone -vs- Twilio? 6Where can I see my sub-account phone usage? 7If I switch to LC Phone, can I switch only one subaccount or it would be to all the subaccounts? 8If I switch to lead connector and I need an international number, how would I proceed? 9Can specific sub-accounts integrate their own Telephony System? 10My Twilio account is currently suspended with Twilio, can I move my accounts over to LeadConnector? 11If a client switches from Twilio to LC, will call recordings for subaccounts be lost? Related articles: How to use this feature? Steps to use this feature: The agency needs to move to LC - Phone by clicking the button to Switch to LC - Phone System in the agency Phone System - Twilio settingsOnce the agency is in LC - Phone, they will need to move their sub-accounts overNote: You will need to create a Regulatory Bundle/Address when migrating a non-US/Canada sub-accountStep 1 - Validate the LC - Phone System Access Effective 19th October at 12:00 PM UTC, all the agencies will automatically have access to use the LC - Phone systemValidate the access by going to Agency Setting -> Phone System - Twilio -> Use LC - Phone System modal should be availableYou may be required to do 3D secure verification by a test payment, depending upon your card & bankStep 2 - Convert your agency to ISV Click on Switch to LeadConnector Phone System Read the general information and acknowledge the prompt by selecting the I accept checkboxA2P registration will need to be redone and will not migrate overThis means that you will need to re-register for A2P again and pay the $4.95 charge if you already have A2P registered in your own Twilio accountHit ConfirmWow!! You are on LC - Phone System nowYou should get a success messageNote: Switching your agency account to LC will create all new sub-accounts under the LeadConnector phone service from that time forwardOnce the new sub-accounts (in the future) are taken care of, agencies can start moving their existing sub-accounts over from Step 3Step 3 - Move existing sub-accounts over to LC Phone Some important points to look at before migrating the sub-account: Migrating all sub-accounts to LC Phone can only be used onceMigrating all sub-accounts will only migrate sub-accounts with the country as US/CanadaEach Sub-accounts can be migrated separately; a Switch to LeadConnector button will also be availableFor migrating a non-US/Canada sub-account, you must create a Regulatory Bundle and then request the number migrationABulk Migrate all sub-accounts to LeadConnector Phone - US/Canada sub-account Click on Switch all sub-accounts to LCRead the general information and acknowledge the prompt by selecting the I accept checkboxHit ConfirmAll the accounts will be moved to processingYou do not need to do anything during this phaseYour old sub-account will continue to work normallyWe will automatically detect when phone numbers are moved and switch to the new sub-account automaticallyNote: This action will only migrate US/Canada sub-accounts, so the process will take 2-3 business days to completeIf it takes more time, please raise a support ticketOnce this is done, your screen will look like this: BMigrate a single account to LeadConnector Phone - US/Canada sub-account Click on Switch to LC Read the general information and acknowledge the prompt by selecting the I accept checkboxHit ConfirmThe accounts will be moved to processingYou do not need to do anything during this phaseYour old sub-account will continue to work normallyWe will automatically detect when phone numbers are moved and switch to the new sub-account automaticallyNote: The process will take around 2-3 business days to complete the migrationIf it takes more time, please raise a support ticketCMigrate a single account to LeadConnector Phone - Non-US/Canada sub-account Click on Switch to LC Read the general information and acknowledge the prompt by selecting the I accept checkboxHit ConfirmThe accounts will be moved to processingCreate a Regulatory Bundle - Move to the location Settings -> Phone Number page -> Regulatory Bundle/Address page Fill in all the details and hit submitOnce the Regulatory Bundle is successfully created and approvedReply on the ticket to move the numbers linked to that AddressThe numbers will then be moved in the next 24 hoursYou do not need to do anything during this phaseYour old sub-account will continue to work normallyWe will automatically detect when phone numbers are moved, and switch to the new sub-account automatically Please Note: The process will take around 4-5 business days to complete the migration depending on the regulatory bundle submittedIf it takes more time please raise a support ticketFAQs 1What are the benefits of moving to the LC Phone System? One-click quick-startBetter Cost with real-time billing Increased security with a better delivery rateLearn More here2What happens to the Existing Sub-Accounts when the agency onboards into LC phone? The existing sub-account will not be moved when the agency is moved to LC PhoneFor sub-accounts, bulk or one on one migration would be required3In which countries are ISV available? Twilio ISV / LC - Phone system is available for all countriesWe support regulatory bundles, learn more here4Will SaaS re-billing work if I move sub-accounts on LC - Phone System? Yes, SaaS rebilling will continue to work with LC Phone System5What are the costs of LC Phone -vs- Twilio? LeadConnector Phone System costs should be the same as Twilio, learn more here6Where can I see my sub-account phone usage? You can export all sub-accounts phone usage by navigating to -> Agency Settings -> Billing -> See Details (under Credits) You can also see the usage in sub-account -> settings -> phone numbers -> usage summary 7If I switch to LC Phone, can I switch only one subaccount or it would be to all the subaccounts? All new sub-account will be automatically on LC phone unless you submit the Disable LC Phone Form here with your own Twilio account SID and auth token to disable LC phone for the sub-accountFor old sub-account, you can switch them all to LC phone or just the sub-account you want to LC phone8If I switch to lead connector and I need an international number, how would I proceed? If there's an international number that needs to be moved, you can set up the bundles in the sub-account phone numbers tab following this article here: Regulatory Bundle and Address Creation for Sub-Accounts Once the bundle is set up we will be able to move the number over to LC Phone! 9Can specific sub-accounts integrate their own Telephony System? No problem! All new accounts will, by default, use LC - Phone but a third-party Telephony provider can be integrated at any timeBut if your client wants to use their Twilio SID & Auth token instead of the LC - Phone system, please submit the Disable LC Phone Form here if you want to disable LC phone for a sub-account so we can disable ISV and revert the location back to using their own Twilio account10My Twilio account is currently suspended with Twilio, can I move my accounts over to LeadConnector? No, you will need to work with Twilio support to resolve the suspension before migrating to LeadConnectorCheck out Why is your account suspended11If a client switches from Twilio to LC, will call recordings for subaccounts be lost? Please note that the prompt before switching states, “Call recordings might get lost,” but rest assured that the recordings will still be archived in your Twilio accountthe call recordings will not transfer overHowever, the recordings will remain available in the customer’s Twilio accountThey can be manually downloaded from Twilio for safekeeping if necessaryRelated articles: What is LC - Phone System? How to Migrate an Agency and Sub-Account to LC - Phone? Regulatory Bundle and Address Creation for Sub-Accounts Toll-Free Number Registration for LC - Phone (US/Canada) LC - Phone Messaging Policy LC - Phone Pricing Structure </s>
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<s>[INST] Email Error Library for supported SMTPs [/INST] </s>
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<s>[INST] HighLevel Webchat for Weebly: 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 Weebly is the perfect solution for you! In this article, we'll walk you through the steps to start with HighLevel Webchat for Weebly. Covered in the article How to obtain the embed code for web chat for the website: Here are detailed steps on how to add a custom chat widget to a Weebly website using different methods: Method 1: Adding a Custom Chat Widget with Weebly's Header Code Injection Feature Method 2: Adding a Custom Chat Widget with Weebly's Custom HTML/ Embed Code Element 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 Weebly website using different methods: Method 1: Adding a Custom Chat Widget with Weebly's Header Code Injection Feature Log in to your Weebly account and navigate to the website editor. Click on "Settings" In the left-hand menu and select "SEO" from the options. Scroll down to the "Header Code Injection" section and click "Edit". Paste the code into the "Header Code Injection" box in Weebly. Click "Save" to save your changes. Method 2: Adding a Custom Chat Widget with Weebly's Custom HTML/ Embed Code Element Log in to your Weebly account and navigate to the website editor. Click on "Elements" in the left-hand menu and select "Custom HTML/Embed Code" from the options. Drag and drop the Custom HTML element onto your page where you want the chat widget to appear. Paste the Chat code into the Custom HTML element in Weebly. Click "Publish" to save your changes. </s>
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<s>[INST] Partial Payment: Collect Deposit Amount [/INST] In This Article What is Partial Payment? Impact of Partial Payment on Transactions & Invoices How to Use Partial Payment? How to collect the remaining balance? Key Benefits FAQs What is Partial Payment? Partial payment offers bookers the opportunity to secure bookings by paying a deposit upfront, with the remaining balance settled at a later timeAlongside collecting full payments, businesses now have the capability to collect deposit amounts from bookersThis feature has been seamlessly implemented across all calendar types and aids in reserving seatsWith this new feature, users have the flexibility to determine either a flat amount or a percentage of the total amount to be charged to the booker at the time of bookingImpact of Partial Payment on Transactions & Invoices When partial payments are enabled, two entries appear in payments: Transaction: The amount charged during booking (Deposit Amount)Invoices: The pending amount to be collected from the booker (Total Amount - Deposit Amount)The invoice status remains in draft, and users are required to manually collect the pending amountHow to Use Partial Payment? 1Integrate Payment Gateway: Ensure that you have integrated a payment gateway such as Stripe or Authorize.net(Payments Module > Integrations) 2Enable Payment: Enable the "Accept Payments" toggle for the calendar from Calendar Settings > Forms & Payments section3Enter Total Amount and Currency: Specify the total amount for your service or appointment and select the desired currency4Activate Partial Payment Option: Check the "Accept Partial Payment" box5Select Amount Type: Choose whether to add a Flat Amount or a percentageThe percentage is calculated based on the total amount6Enter Deposit Amount / Percentage: Specify the deposit amount / deposit percentage for your service or appointmentThe percentage is calculated based on the total amount entered7Add Description: Provide additional context by entering a description if needed8Save Settings: Click on save to apply the changesHow to collect the remaining balance? To collect the remaining payment, users must manually send the DRAFTED invoice that was created when partial payment was collected at bookingSimply head over to Payments > InvoicesNote: Further improvements to the feature will automate this process in the futureKey Benefits This feature facilitates businesses in collecting deposit amounts, leading to a reduction in no-showsBy displaying the total cost of the appointment/service while offering the flexibility to pay only a deposit, businesses enhance the user experience without mandating upfront paymentsFAQs Q: Which calendar type supports partial payments? A: Partial payments can be enabled for all calendar types - Event, Round Robin, Collective, Class, Service Calendar and Service MenuQ: How do I manage pending payments? A: Pending payments can be managed manually through the Payments > Invoices tabUsers can view the pending amount and collect it from the booker accordinglyQ: Will bookers receive a notification about pending payments? A: No, bookers will not be notified about pending paymentsHowever, the staff members can check the pending amount under Payments > InvoicesQ: Which payment gateways are supported for calendar payments? A: Currently, the supported payment gateways for calendar payments are Stripe and Authorize.net </s>
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<s>[INST] Appointment timeslots that should showing but they are not / should not showing but they should be [/INST] calendar setup: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48001161037-highlevel-teams-calendar-overview Appointment setup: https://help.gohighlevel.com/support/solutions/articles/48001155718-understanding-slot-duration-slot-interval-and-buffer-settings Note: All-day events from Google are defaulted to FREE as the availability </s>
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<s>[INST] PDF Download Option for Marketing Audit Reports [/INST] Navigating through the intricate details of marketing audit reports just became more manageable and client-friendly with our PDF download optionTailored for marketing agencies, this feature ensures that your team can effortlessly convert and share insightful marketing audit reports with clients, providing a seamless way to discuss, analyze, and strategize based on comprehensive dataNot only does this facilitate a smoother communication channel between your agency and clients, but it also enhances the archival and retrieval of vital marketing data, ensuring your strategies are always backed by accessible and well-documented insightsTABLE OF CONTENTS Features and Benefits Easy Export: Seamlessly convert your reports into PDF format for effortless sharing and presentationHow to Use Navigate to the Prospecting tabFAQ: Q: What is the main advantage of the PDF Download option? Q: How do I access this feature? Q: Can I use this feature for new marketing audit reports? Q: Why is the PDF format beneficial for marketing audit reports? Features and Benefits Easy Export: Seamlessly convert your reports into PDF format for effortless sharing and presentationProfessional Sharing: Present your marketing audit findings in a polished, easily readable PDF format, enhancing the professionalism of your reportsArchival: Archive your reports conveniently for future reference, ensuring you always have access to past findingsHow to Use Navigate to the Prospecting tabLocate the "PDF Download" option adjacent to previously generated prospect reportsClick "PDF Download" to initiate the export processFor new marketing audit reports, find the 'Export PDF' option at the top rightYour report will be saved as a PDF file on your device, primed for sharing and storageFAQ: Q: What is the main advantage of the PDF Download option? A: The PDF Download option allows for easy exportation of marketing audit reports, facilitating simple sharing, archiving, and presentation of findings to clients and team membersQ: How do I access this feature? A: You can find the "PDF Download" option in the Prospecting tab, located near all the prospect reports you've previously generatedQ: Can I use this feature for new marketing audit reports? A: Yes, when generating a new marketing audit report for a prospect, you can find the 'Export PDF' option at the top right of the pageQ: Why is the PDF format beneficial for marketing audit reports? A: PDFs offer a standardized format that maintains the layout and design of the report, ensuring that it appears consistent across different devices and platformsThis makes it ideal for sharing, presenting, and archivingFor more in-depth guide on using the Prospecting Tool, please refer to - How to Generate More Leads Using Prospecting Tool </s>
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<s>[INST] Adding Dynamic Text To Funnel Pages [/INST] This video walks through how to dynamically add personalization such as someone's first name to a thank you page in the funnel builder: </s>
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<s>[INST] WordPress Plugin and Theme Management [/INST] The Wordpress Plugin and Theme Management feature provides to user a holistic view of all the plugins and themes installed in their Wordpress site. This feature enables a user to perform the following actions: View all the installed Plugins and Themes Activate or Deactivate a Plugin or Theme Delete a Plugin or Theme Update a Plugin or Theme to the latest version Covered in this Article: View installed Plugins and Themes Update Plugins and Themes FAQ's View installed Plugins and Themes: Login to GHL Account and switch to Location. Go to Sites -> WordPress -> Plugins/Themes. The current version of the Plugin or theme is shown in the installed version column. The latest version available for update if any can be viewed in the installed version column for all the active Plugins and Theme. Update Plugins and Theme: To update any plugin or theme, click on the edit icon in the Action column. The User can update the active plugins and theme to the latest version available. Also the user can choose to activate/deactivate or delete a plugin and click on the change status button to proceed. FAQ's: 1. Can I update the Plugin and Theme to the Version of my choice? No. The updation happens to the Latest version available. 2. Can i Downgrade the Version of Plugin or Theme? No. The plugins and themes cannot be restored to the older version. 3. Can I manage the Plugins and Themes from WordPress Dashboard directly as well? Yes. you can continue to handle plugins and themes through WordPress. </s>
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<s>[INST] User Access [/INST] 1. Agency Team Management: This section is used by the agency to grant its employees or a client employee access to all or select client accounts. To access Agency Team Management follow these steps: Click "Settings" in the side navigation menu of the Agency View Click "Team" Here you can add, edit detail, or delete users. Adding or editing a user allows you to update: Personal logo First name Last name Email (login email) Phone Password (login password) Permissions (see article) User Type Agency: Grants them access to all accounts under the agency Account: Select individual accounts you would like them to have access to Add Account If agency type is selected, the user will receive notifications pertaining to the accounts selected here If account type is selected, the user will only have access to accounts selected here 2. Team Management This section is used by the client to grant its employees access to their specific HighLevel account. Any employee created here will show up in Agency Team Management (1. above). To access Team Management complete the following steps: Click "Settings" in the side navigation menu of the sub-account view Click "My Staff" Here you or the client can add, delete, or edit details of an a user Adding or editing an user allows you to update: Personal logo First name Last name Email (login email) Phone Password (login password) Permissions (see article) </s>
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<s>[INST] Email Services Configuration - Reply & Forward Settings [/INST] Here are a few additional configurations that you can use to receive copies of the Emails that you get in your account using a Forwarding Address or BCCReply Tracking is also elaboratedCovered in this Article: How to Configure Email Services? Forwarding Address Reply Address BCC Emails Forward to assigned user Enable Reply Tracking - Other SMTP Providers When reply tracking is enabled: When reply tracking is disabled: How to Configure Email Services? Once you are in the location, click on Settings -> Email Services Forwarding Address If a lead responds to an email, that response is always going to show up in Conversations tab, however, if you want a COPY of the lead’s email response to go to someone’ email, you could put in that email address thereAll incoming and outgoing emails (To, CC, and BCC) will be chargedPlease Note You could enter multiple forwarding email addresses here separated by a comma, e.gemail1@test.com, email2@test.com, email3@test.com Forwarding address and BCC Emails work only on Mailgun and LC email, we don't support other smtp providers Reply Address Now we have the option to Add a reply-to addressAll incoming emails will be sent to that email address instead of routing to the Conversation tabWhen you reply to the leads' email in your inbox outside the CRM, your reply will not sync back to the CRMThis can be configured in Settings> Email Services> Reply & Forward Settings> Reply Address: Hit Save once you have entered a Reply AddressBCC Emails You will receive a Blind Carbon Copy of every email that goes out from that locationThis is configurable from Settings> Email Services> Reply & Forward Settings> BCC Emails Forward to assigned user The assigned user of the lead will receive the email replies in their Email InboxThe Email will be sent to the Email address for that user in Settings> My Staff> edit User> User Info Enable Reply Tracking - Other SMTP Providers There's no option to enable reply tracking for Mailgun since it's directly integrated with the Receiving route set up in MailgunLearn more about How to setup Replies in MailGun hereIf you mask the sender email like testing@gmail.com, the reply-to address will show as testing@replies.subdomain.com, which is the Mailgun subdomain we set up for the location in agency Settings-> MailgunReplies will still appear correctly in the Sub-account's Conversation tabWhen reply tracking is enabled: The highlighted email shown in the screenshot below will be the reply-to email addressSo we can capture the email replies back into the Conversation tab to read, manually respond or trigger a response using tags, etcThis will be the limitation of using SMTP integrationPlease Note We are not able to get email replies back to the Conversation tab if we copy the highlighted email below and send a direct email/ initiate a new email thread with itWe will need to reply to the email sent from the systemWhen reply tracking is disabled: The highlighted email shown in the screenshot below will be the reply-to email addressWe will not be able to capture the email replies back into the Conversation tabBut responses will be going to the configured sender email in the inboxFAQs: 1Why the attached files do not get forwarded along with the email replies? The forward settings in the email services tab do not support forwarding attachmentsSo if the contact replies to the emails with an attachment, we will need to log in to the HighLevel conversation view to see it </s>
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<s>[INST] How to Group Contacts within an Organization using the 'Company Object' Feature [/INST] The Company Object feature is the ability to create a new entity called “Company” and map contacts under themThis can also be looked at as a grouping mechanism for a list of contacts, where a list of contacts can be mapped to a company and their consolidated activities can be trackedCovered in this Article: Introduction of the Company Object Feature: How to create a company? How to edit/update Company details: How to Delete a Company: How to add contacts to a company: How to remove a contact from a company: Introduction of the Company Object Feature: How to create a company? To create a company head to Contacts > Company > New Company Fill out the information in the fields provided and then click on Add Company: Please Note: The following fields are to be filled out when creating a Company: Company name (mandatory): Open text field Phone number: Optional field Email: Optional field Website: Optional field Description: Optional field Street address: Optional field City: Optional field Postal code: Optional field Country: Optional field Validation: For mandatory fields only (Phone and Email are validated only for correct format, not checked whether they are actual phone numbers or E-mail addresses) How to edit/update Company details: To edit the details of an existing company, Go to the Company Tab and hit the 3 dots next to the Company and hit Edit Company: How to Delete a Company: To delete a Company, Go to the Company Tab and hit the 3 dots next to the Company and hit Delete Company: Please Note: Deleting a company does not delete its contacts from your contacts list, it only removes the Company information from that contact's Company tab This tab here: Becomes blank: How to add contacts to a company: At the moment the only way to enter contacts into a Company is by manually heading into their Company tab, Searching for a company, and then adding them to it: You can mark multiple contacts and then switch between them for ease of adding contacts to a company in bulk: How to remove a contact from a company: To remove a contact from a Company please head to the Company tab, click on the company you want to remove the contact from, Switch to Contacts inside the Company tab, Hit the Trash button next to the contact you want to remove from that Company, When prompted to confirm, Click on YesPlease Note: Removing a contact from a Company does not delete the contacts from your contacts list, it only removes the Company information from that contact's Company tab and removes them from the list of contacts in that company </s>
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<s>[INST] Marketplace Workflow Triggers [/INST] Marketplace Workflow Triggers are the customizable workflow triggers managed in MarketplaceYou will be able to create custom triggers to push data from your application/API to a workflowSign up/ Sign in to Marketplace to manage Marketplace Workflow TriggersMarketplace Workflow Triggers are part of LC Premium Triggers & Actions and are chargeable per executionHow to enable and rebill LC Premium Triggers & Actions for Workflows? You should enable Workflow LC Premium Triggers & Actions for the sub-account to access the Triggers created in the Marketplace AppThe marketplace workflow triggers created in an APP will be listed in the workflow triggers only if the sub-account has the APP installed/integrated from the MarketplaceTABLE OF CONTENTS Create Trigger Trigger Information Trigger Configuration Trigger Data Manage Filters Manage Custom Variables Subscription URL Submit for Review Create New Version Delete Trigger Can workflow execute without contact? Create Trigger Name Enter Trigger Name Key A unique identifier for this trigger, used to reference the trigger inside the workflowThis value cannot be changed laterExample: {{mycustomtrigger.data.name}} Trigger Information Add trigger details Icon Choose an Icon for this TriggerShown in workflow for this triggerName Custom Trigger Name Key A unique identifier for this trigger, used to reference the trigger inside the workflow, Ex: {{trigger_a.custom_variable}}This value cannot be changed laterShort description A short description explaining what your trigger does to help users understandShown in workflow as sub-title for this triggerSummary A detailed information on what your trigger does to help users understand why they should use this triggerTrigger Configuration Trigger Data Add sample trigger payload data to configure filters and custom variablesAdd sample trigger payload data Enter a valid sample payload JSON structure that will be sent to the triggerManage Filters Add filters using sample trigger data, for users to use in workflows trigger configurationCreate New Filter Name Enter Filter Name Type Select one of the following field types: String Select Multiple Select Dynamic Required Enable if this is a required filter in workflowReference Select reference key from the sample Trigger DataThe value of this field will be bind to the provided keyExample: trigger_a_name Alters Dynamic Filter If enabled, any changes made to this filter value will trigger/ re-trigger loading the dynamic filters to the workflow trigger configuration UIType: Select / Multi Select Option Type is applicable only for Select and Multi Select field typesSelect one of the following option types: Constants Internal Reference External API Constants Load options by adding custom Label-Value constants Internal Reference Load options from HighLevel Internal ModulesSelect one of the HighLevel Modules to load options listSupported HighLevel Modules External API Load option from external API endpoint URL (GET) Provide a URL to support GET method and send a valid response as per the sample response structure shared belowHeaders Add headers as per your requirement Sample Response Data { "options": [ { "label": "Afghanistan", "value": "AF" }, { "label": "Åland Islands", "value": "AX" }, { "label": "Albania", "value": "AL" }, { "label": "Algeria", "value": "DZ" }, { "label": "American Samoa", "value": "AS" } ] } Type: Dynamic Dynamic filters are used to build custom filters from an API callThe API call should return the below response structure to construct the filters in the Workflow trigger configuration form UIOnly one Dynamic type can be created per triggerURL (POST) Enter your API endpoint URLWhen executed data is sent to this API endpoint via POST method in the below mentioned payload format and a valid response is expected as per the sample response structure shared belowHeaders Add headers as per your requirement Sample Payload: The form data is sent as payload to the dynamic field API { "data": { "name": "John Doe", "age": "29", "gender": "male", "hobbies": ["sports", "music"], "address": "My Address", "country": "US", "profileType": "public", }, "extras": { "locationId": "xyz", "contactId": "abc", "workflowId": "def" }, "meta": { "key": "custom_trigger_key", "version": "1.0", } } Sample Response Structure: { "filters": [ { "field": "name", "title": "Name", "fieldType": "string", "required": true }, { "field": "gender", "title": "Gender", "fieldType": "select", "required": true, "options": [ { "label": "Male", "value": "male" }, { "label": "Female", "value": "female" } ] } ] } Sample structure for each Filter Types String { "field": "name", "title": "Name", "fieldType": "string", "required": true } Select { "field": "gender", "title": "Gender", "fieldType": "select", "required": true, "options": [ { "label": "Male", "value": "male" }, { "label": "Female", "value": "female" } ] } Multiple Select { "field": "hobbies", "title": "Hobbies", "fieldType": "multiselect", "required": true, "options": [ { "label": "Sport", "value": "sport" }, { "label": "Music", "value": "music" } ] } Manage Custom Variables Add Custom variables using trigger data, for users to use in workflowsAdd Custom Variable Name Enter label name Reference Select a reference key from the sample trigger dataSubscription URL Collect trigger configuration details through API endpointURL (POST) Enter your API endpoint URLWhen a trigger is configured (CREATED/UPDATED/DELETED) in workflow the trigger configuration data is sent to this API endpoint via POST method in the below mentioned payload formatHeaders Add required header data that has to be included while sending data to the API endpoint Payload format: Trigger "CREATED" in workflow { "triggerData": { "id": "def", "key": "trigger_a", "filters": [], "eventType": "CREATED", "targetUrl": "https://services.leadconnectorhq.com/workflows-marketplace/triggers/execute/abc/def" }, "meta": { "key": "trigger_a", "version": "2.4" }, "extras": { "locationId": "ghj", "workflowId": "qwe", "companyId": "asd" } } Trigger "UPDATED" in workflow { "triggerData": { "id": "def", "key": "trigger_a", "filters": [ { "field": "country", "id": "country", "operator": "==", "title": "Country", "type": "select", "value": "USA" } ], "eventType": "UPDATED", "targetUrl": "https://services.leadconnectorhq.com/workflows-marketplace/triggers/execute/abc/def" }, "meta": { "key": "trigger_a", "version": "2.4" }, "extras": { "locationId": "ghj", "workflowId": "qwe", "companyId": "asd" } } Trigger "UPDATED" in workflow { "triggerData": { "id": "def", "key": "trigger_a", "filters": [ { "field": "country", "id": "country", "operator": "==", "title": "Country", "type": "select", "value": "USA" } ], "eventType": "DELETED", "targetUrl": "https://services.leadconnectorhq.com/workflows-marketplace/triggers/execute/abc/def" }, "meta": { "key": "trigger_a", "version": "2.4" }, "extras": { "locationId": "ghj", "workflowId": "qwe", "companyId": "asd" } } Submit for Review The trigger version will be in draft state by defaultAfter updating the trigger information and configuration the trigger version should be submitted for reviewClick on Submit for review and add required changelog information for the submitted versionOnce approved the version submitted for review will be published live to all Sub-accountsCreate New Version Click on + New Version to create a new version for the trigger On clicking + New Version It will create a new draft version with all the previously published data prefilledDelete Trigger Once a Trigger is deleted, it will be deleted permanently and cannot be restoredThe deleted trigger will be removed from Marketplace App and Workflow Trigger listIf a deleted trigger is part of any workflow the trigger execution will be skippedEnter trigger name to confirm delete Can workflow execute without contact? Workflow can run contactless without any Contact data dependency so you can send any payload data via Marketplace Triggers and use it in workflowYou can proceed without contact and use actions that are not dependent on contact informationCustom Webhook, Google Sheet, Slack, ChatGPT and all Internal Tools can be executed without contactIf necessary, you can use the Create/Update or Find Contact actions to retrieve the contact data to the workflowExample: Send order data to trigger and add the order information to google sheet, use if/else to categorize based on order value and send a slack notificationRetrieve the contact with Contact ID using Find contact action </s>
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<s>[INST] Phone Call Redirect Loop [/INST] If you're hearing a loop on phone calls or you're seeing lots of calls stack up, one after the other, in Conversations, odds are one of your users has been assigned a Twilio number but also has that number set in the Phone field in their user settings. Another possible reason is that the business phone number or the forwarding number set might look like a different number from the Twilio number, but it is configured to route back to the Twilio number. So this will cause a call loop because we will try to forward the calls to the business phone number. </s>
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<s>[INST] HighLevel How-To's: Build A Payment Page To Sign Up New Clients [/INST] More Tutorials From the Community https://youtu.be/ZlhHZeS1nbg https://www.youtube.com/watch?v=Cw1JvTlVLTM https://youtu.be/5FA0nnZf41A Please note that due to changes made by Stripe, the "Stripe Layout" options shown in the video are no longer available. </s>
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<s>[INST] Google Calendar Writer Access Error [/INST] This tutorial will show you to connect your Google calendar to your HighLevel calendar if you are receiving the following error: You need to have writer access to sync appointments to the selected Google Calendar. Please check with the Google Calendar owner in case syncing is required. For Group Calendar: For Unassigned Calendar: For Group Calendar: For Unassigned Calendar: Step 1: The owner of the Google calendar needs to be logged into Google and go to calendar.google.com Step 2: Hover over the desired calendar then click the three-dot icon and select "Settings And Sharing" Step 3: Scroll down to "Share with specific people" > Click "Add People" and add the email address of the Google Account that is synced in HighLevel > set the Permissions to "Make changes to events" > click Send to save The Google calendar should now be in sync with HighLevel </s>
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<s>[INST] How to Create Group Hashtags within the Social Planner [/INST] A hashtag is a combination of letters, numbers, or emoji preceded by the # symbol (e.g., #NoFilter). They are used to categorize content and make it more searchable. It is the best way to expand your audience and get more reach. How to create group hashtags within the social planner Go to 'Marketing' > 'Social Planner' > Click on the 'Create New Post' button In Create Post, there is an option to add hashtags '#'. 3. After clicking on the '#', a pop-up will appear, which requires information regarding the new addition. You need to add a Name for the set and the hashtags you want to use when selecting this particular set of hashtags. There is an option to add several hashtags when the post is created. The maximum number allowed is 30 hashtags in each post. Once the hashtags are added, click on 'Save and Apply' to save the hashtag group. Whenever a new social post is created, the user can choose the saved hashtag grouping that the would like to append to the post. </s>
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<s>[INST] Affiliate Manager - (Step 3) How to Set Up Your First Affiliate Manager Campaign [/INST] An affiliate marketing campaign consists of one or more configurations that decide how an affiliate marketing campaign flows from start to finish, it can be as simple as a single link, or it can be a complex multi-step funnel with many moving partsThe key is to have the right configuration for your business and its goalsIn this article, we’ll take you through the basics of affiliate campaigns so you can get started on creating your own affiliate marketing campaignsCovered in this article: Setting Up Your First Affiliate Manager Campaign (Video walkthrough) How to create an Affiliate Campaign (Written step-by-step) FAQ: When should I create multiple campaigns? Can an affiliate be part of multiple campaigns? My Affiliate Campaign won't publishWhat can I do? Where can I find my affiliate Links for each campaign? Related Articles: Setting Up Your First Affiliate Manager Campaign Please note: The affiliate campaign can only go live once the respective products and affiliates have been selectedYou will not be able to publish a campaign until these requirements have been metYou can always save an affiliate campaign and later come back and add affiliates and or products/servicesHow to create an Affiliate Campaign: Under the Affiliate Manager tab Please click on the 'Campaigns' screen Click on the '+Add' button to create a new Affiliate Manager Campaign Once you have clicked on the '+ Add' button the following screen will appearPlease continue to configure your affiliate campaign settings > Click on the 'Create Campaign' button Once the campaign has been created, a new campaign card will be createdAffiliate Campaign pre-requisites: For an Affiliate Campaign to be set up completely it needs the following values: Campaign Name - The unique name given to identify a campaign Funnel/Website URL - This is the landing page that the affiliate's leads will visit Products - The products on which an affiliate commission is applicable Affiliates - The list of people who will be receiving the unique affiliate link to promote the affiliate programAn affiliate can be part of multiple campaigns and each campaign will provide a unique affiliate link to the affiliateCommission percentage - The % of the commission that will be distributed to every sale that an affiliate makes Payout frequency - When will the payment be made on the affiliate for every sale Cookie Life - The number of days the cookie will stay in the lead's browser Please note: The affiliate campaign can only go live once the respective products and affiliates have been selectedYou will not be able to publish a campaign until these requirements have been metYou can always save an affiliate campaign and later come back and add affiliates and or products/servicesFAQ: When should I create multiple campaigns? The affiliate manager creates multiple campaigns when you have different: The landing page your affiliate's users will visit Product on which the commission would be applicable on Affiliates who will promote the product Affiliate commission percentages Affiliate payout frequency Example: You set up two campaigns, one for your regular affiliates who will receive a commission of 20% per sale, and another campaign for your influencers who will receive a 30% commission per saleCan an affiliate be part of multiple campaigns? Yes, an affiliate can be part of multiple campaigns and each campaign will provide a unique affiliate link to the affiliatesMake sure when setting up the products that you don't link the same product across multiple campaigns as this will skew your numbersMy Affiliate Campaign won't publishWhat can I do? The green color indicates that the campaign is 'Live' and the red color indicates that the campaign is 'Paused' (see the image above)A campaign gets created in a paused state if Stripe is not connected Affiliates are not added Where can I find my affiliate Links for each campaign? 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 affiliate link located to the right of the campaign Related Articles: Affiliate Manager - Getting Started with the Affiliate Manager (Overview) Affiliate Manager - How to Switch from FirstPromoter to Affiliate Manager? 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>
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<s>[INST] Edit widgets on the dashboard [/INST] Switch to "Edit Mode", and then select the ellipsis "..." for the widget you want to modify. TABLE OF CONTENTS Step 1: Switch to Edit Mode Step 2: Choose the widget you want to edit Step 3: Apply your customizations Step 1: Switch to Edit Mode On your dashboard, click the "EDIT" button. Step 2: Choose the widget you want to edit To edit a widget, locate the three-dot menu in the top-right corner of the widget you wish to edit. Click on it, and from the dropdown menu that appears, select "Edit." An editing menu will appear on the right-hand side. Step 3: Apply your customizations Apply your customizations and changes within the editing menu, then click "Save" followed by "Save Changes." Note: General widgets cannot be edited. Note: Wondering which plan unlocks the customizable Dashboard? It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature. Custom dashboards on $497+ plans can be accessed by Agency Admins and Agency users. Read more about managing permissions for dashboards here What's Next: Removing a widget Resize widgets Rearrange widgets </s>
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<s>[INST] Add Whatsapp Chat Widget on Landing Pages [/INST] We're thrilled to introduce one more option in Chat Widget with the option of Whatsapp Chat Type. ? Prerequisite - Add a new Whatsapp business number from Settings > Whatsapp ?How to enable Whatsapp Chat Widget? 1. Go to Sites > Chat Widget 2. Go to the Chat Widget, navigate to Chat type and select the option of Whatsapp Chat 3. With the Whatsapp chat option, go to widget window to do the customisation of text, colors, branding and forms with email/phone. 4. Once the setup is done, the last part is to select the Whatsapp number. This is the number to which the message from the user will be redirected to when the chat is initiated. 5. Once the setup is done, please save the settings. How does it works? 1. Add the code to the landing page (external providers) to header code or use it by enabling toggle in Funnel/Website Settings 2. Once the chat widget is embedded, it will show on the landing page. 3. When the user visits and fills the form with name and other field 4. On submission, it will redirect to Whatsapp web option with the message to the number selected in widget window. </s>
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<s>[INST] Invite members via link [/INST] This feature simplifies the process of inviting members to your groups. With the integration of Invite Links, Admins and Owners can extend invitations with ease. In this guide, we'll show you how to create and use Invite Links effectively. In This Article How to create and share unique invite links Invited Members How to create and share unique invite links Admins and Owners now have the ability to generate unique invite links from the invite page. Follow these steps to create an Invite Link: Step 1: Navigate to the 'People' tab in your group. Step 2: Click on the 'Invite' option. Step 3: Choose 'Invitation link' to generate a unique link. Once you've generated the invite link, you can easily share it with potential members. Here's how: Step 1: Copy the generated invite link. Step 2: Share the link through various communication channels, both within and outside the system. This means you can send it through email, messaging apps, social media, or any other preferred method. Invited Members For members who receive an invitation via an invite link, here's what to expect: Step 1: Click on the invite link you received. Step 2: A personalized pop-up modal will appear. In this modal, you have the following options: Option 1: Sign up for a new account if you are not already a member. Option 2: Log in with your existing credentials if you are a registered member. Note: It's important to note that even when using invite links, the standard approval process still applies for private groups. This ensures that only approved members gain access to the group, maintaining its security and integrity. </s>
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<s>[INST] Share your Review Post on social media using Social Planner [/INST] Discover the Power of Social Proof and Supercharge Your Success with Reviews! 1Builds Trust and Credibility: Immerse your audience in a world of trust! Positive reviews transform satisfied customers into your biggest advocates, establishing unwavering credibility for your business2Word-of-Mouth Magic: Ignite a wildfire of excitement! Let your customers become the heroes of your story, sharing their incredible experiences across social mediaWatch as their network of friends and followers rush to join the ranks of your satisfied clientele3Boosted Visibility, Maximum Impact: Rocket your content to the top! Social media algorithms crave engagement, and positive reviews are the fuel you needGarner likes, comments, and shares to catapult your posts into the spotlight, magnifying your business's visibility4Social Proof Spectacle: Witness the magic of social proof! Each positive review is a shining beacon, signaling to potential customers that your products and services are not just exceptional but an absolute must-haveLet the reviews speak for themselves and watch your customer base soar! 5Engage, Connect, Belong: Foster a vibrant community! Sharing customer reviews on social media sparks conversations, encourages interactions, and weaves a tight-knit tapestry of brand enthusiastsYour customers become part of something bigger, creating a genuine connection with your brand6Turn Challenges into Triumphs: Embrace every opportunity! Even in the face of challenges, negative reviews are your stepping stones to improvementRespond with grace, showcase your commitment to customer satisfaction, and turn setbacks into success storiesHow does uploading your own background for publishing Reviews in Social Planner? Go to Marketing > Social Planner In Social Planner, connect your socials for scheduling and publishing postsClick on create new post, there will be option of Review PostSelect the integration in dropdown of GMB and Facebook - It will select the GMB or Facebook page added in Integrations for Reputation Management (Yext)Add your own multiple background or select from the listBackground will rotated while posting the reviews Note - The background image needs to be of specific size and format as below - Image Background supports images of 5MB (less or equal) - Format of JPEG/PNG - Height and width of 1024 pixel (1024*1024) Select the stars for which you would like to publish Select the number of post to be done in a day, week, month and at the specific timeExample 1 - If you have connected your GMB Page, imagine that you received new review on 1st January 2024 6PM and inside Social Planner, if you have set that you would like to post 5 social posts per day at 8:37 AMThe new review will get published next day 2nd January 2024 at 8:37 AMIf you have received more than 5 reviews, it will select based on star and post only 5 social posts on selected socialsExample 2 - If you have connected your GMB/Facebook page, imagine that you received new review on Thursday 2PM and inside Social Planner, if you have set that you would like to post 2 social posts per week at 10AMThe new review post will get published on next Monday 10 AM based on the review stars setOnce the post is clicked on create post, it will show the entry in Others Tab and in Social Planner > Calendar ViewCalendar View - If you would like to pause or edit the content - The post published looks like this </s>
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<s>[INST] FAQ Document - Yext Listings [/INST] TABLE OF CONTENTS General Questions: How can Yext help improve SEO? How does Yext Premium Backlink work? General Questions: 1. How can Yext help improve SEO? Yext plays a crucial role in enhancing SEO by ensuring accurate and consistent business information across various online platforms. Through Yext, you can manage and update critical details such as business name, address, phone number, and operating hours. This information is managed across various online directories, maps, and local listings, enhancing your visibility to local customers. This consistency not only helps in providing a better user experience but also boosts your website's visibility on search engines. Yext supports the implementation of structured data markup, making your website more understandable to search engines and improving the display of search results. 2. How does Yext Premium Backlink work? Yext Premium Backlink is a feature that enables businesses to enhance their online presence by building high-quality backlinks. These backlinks are strategically placed on authoritative and relevant websites, signaling to search engines that your business is reputable. This helps improve your website's search engine rankings, driving more organic traffic and potential customers to your business. </s>
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<s>[INST] SaaS User Level Permissions Vs Sub-Account Level Permissions [/INST] Sub-accounts generated through SaaS Mode (meaning the account was created by someone signing up to a Stripe Subscription that was created by the SaaS Configurator in your Agency Account) are governed by a set of Sub-Account Level permissions that are determined by the feature set of each of the plans in the SaaS Configurator. (This is located in the Agency View > SaaS Configurator > Plans & Pricing tab > Edit Details button) When the system generates the User account for the person who signed up for a SaaS Mode plan, their User Permissions are determined by the Sub-Account Level permissions. A User cannot have more permissions than the Sub-Account Level permissions allow. Adjusting Sub-Account Level Permissions To adjust Sub-Account level permissions: Go to your Agency Account (Agency View) > Sub-Accounts tab > Search for a sub-account you want to change permissions for Click the three dots > click "Manage Client" Scroll down to the "Enable/Disable Products" section, where you can toggle on/off features. Toggling on a feature unlocks the corresponding User Permission, which could be activated by going into the sub-account > Settings > Team Management, where an admin can click Edit and adjust the User Permissions. </s>
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<s>[INST] Toll-Free Verification Guide for LC - Phone (US/Canada) [/INST] The Toll-Free Messaging Verification process allows LC Phone customers to send more important business messages, and make sure your customers see themOur users who adhere to their stated use case and all applicable rules (including LC Messaging policy) should see greatly reduced message filtering on Toll-Free traffic towards all major networks in the US and CanadaTo help aid customers in the Toll-Free registration process, we have created this comprehensive guideWhy Was My Toll-Free Verification Rejected? Notice: Starting Jan 31, 2024, messages sent from Toll-Free phone numbers with Pending Verifications will be blocked and subject to messaging feesNOTE: -> Any blocked messages will return Error 30032 or Error 30007-> This is only valid for the US and Canada Toll Free Numbers -> This is only required for messaging and does not have any impacts on calling TABLE OF CONTENTS Who needs to verify? Verification process Verification processing Verification Status Rejection Reason Frequently Asked Questions (FAQs) 1What happens if I don't complete Verification? 2I am sending the limited allowed amount of segments but messages are still not going through3Do I need to be a US business in order to register at a Toll-Free number? 4Will I be charged if I encounter an error when sending an SMS? Related articles Who needs to verify? Toll-Free Verification is required for sending messages over Toll-Free phone numbers to the US and CanadaUsers who don't verify will be blocked from sending any messages over Toll-Free numbers beginning on November 8, 2023We recommend all users submit their registration as soon as possible to avoid delays in processing, and verificationFor more information, see What happens if I don't complete VerificationToll-free number registration is a great way to sustain your messaging while you wait for your A2P 10DLC brand/campaign approvalVerification process Follow these steps to get started: Go to the Manage Numbers page (only visible for agency admins and users) Keep in mind you’ll experience verification delays if you omit any informationClick on Phone Numbers Click on Number Info Click on Start Registration Fill out the details here: Legal Entity Name The end business the customer (end user) is engaging withThis should not be the ISV unless the ISV is: the sole content creator, sending messages on behalf of the ISV, or content is branded with the ISV’s nameApproved Examples: John’s Coffee Shop The example includes the end business that will be sending out the SMS messages that the customer/mobile handset is engaging withRejected Examples: Name of the ISV, N/A If the end-user business information is not provided, it will be rejected as Toll-Free Verification requests must provide an end-user business information to be reviewedBusiness Website The website of the end business or the website the consumer is engaging withThis should be the website of the business name that was previously mentionedIf the business does not have a traditional website, it can include social media links (i.e., Facebook, Instagram, Twitter, etc.)Approved Examples: URL to direct end-user businessSocial media links are acceptable (i.e., Facebook, Instagram, Twitter), if the end business is small with no direct webpageThe social media pages will need to be set to public, so they can be reviewedRejected Examples: The URL is not a live websiteThe URL is behind a login/password or the website has the address of the ISV/aggregator.In any of the following cases, the business website won’t be reviewable: The URL hasn’t gone live yet, or The URL is in a private state that requires a login/passwordPlease note that business URLs are important for marketing use casesBusiness Address The address of the end business the consumer is engaging withThis should be the end business’ physical locationApproved Examples: 123 Main St, Seattle, WA, 98119 Full business address includes: the street, city, state, and zip code for the end business that will be sending out the SMS that the customer/mobile handset is engaging withThis would be the physical location of the business or organizationRejected Examples: “N/A”, address of the ISV The business address of the ISV is not a valid addressUse Case Category Select the use case that you believe best fits your customer’s traffic patternThis should be the use case that best fits the types of messages being sent by this toll-free phone numberUse Case Description The explanation on how messaging is used on this toll-free phone number by the business or organizationThe more detailed information you provide for the use case/summary the betterApproved Examples: This number is used to send out promotional offers and coupons to the customers of for example the John’s Coffee Shopor We send appointment confirmations, message notifications, and offers for chiropractic adjustments to existing patients or new patients who have opted in to receive SMS notificationsThe communications are sent via in-person POS, website forms, or webchatEnd users opt in through a form on the website: https://www.abccompany.com/contact-us, via the website chat widget, and also through our POS system at our office, with consent language similar to that on our websiteThe more detail the better for the use case/summary! Rejected Examples: Marketing The rejected example message doesn't specify for what type of marketing the number is used for or what will the end-user/mobile handset be receiving from the end-user businessFor Tollfree Verification review, the approximate amount of messages is needed as part of the review process Message Content Refers to the sample message(s) that the end-business will be sending to the end-user/mobile handset.Approved Examples: “Thank you for being a loyal customer of John’s Coffee ShopEnjoy 10% off your next purchaseReply STOP to opt out.” "David, it's Kate from ABC CompanyThanks for opting in to receive SMS notificationsI just saved a time for you on Thursday, June 15, 2023, at 4:00 PM, and I'll see you then! If anything changes, just let me knowIf you need to opt out, reply STOP." This should be a sample message of the content that the end-user/mobile handset will be receiving in the SMSRejected Examples: “Your appointment is today at 10:00 AM” The sample message content should match the use case provided i.e., MarketingOpt-In Type Opt-in refers to the process of getting end-user permission to send them text messagesAccording to TCPA law, businesses must have "express written consent" from the end-user before texting themThe OptInType and Opt-in Workflow Image URLs provided should outline the details of how an end-user provides consent when they provide their phone number to receive texts from the end business that is going to engage with themThe sample submitted in the OptInImageURLs parameter should match the OptInType selectionThe document or URL submitted in the OptInImageURL needs to demonstrate the OptInType chosenOpt-In Method Example Verbal Phone IVR: "As part of our service we can send you automated monthly text alerts regarding account payment activityWe will send two messages per monthMessage and data rates may apply, depending on your mobile phone service planAt any time you can get more help by replying HELP to these texts, or you can opt-out completely by replying STOPMobile Terms of Service are available at http://ghl.com/terms and our Privacy Statement can be found at https://ghl.com/privacyPlease reply with 'yes' or 'no' to indicate if you would like this service"Customer: "Yes please" IVR: "Great! We will send you a text message to confirm your enrollment here shortly." NOTE: If you choose VERBAL, you must provide the sample verbal consent collection in the Opt-in Workflow Image URLs Web Form An embedded form on the end business’s website prompts end-users to enter their mobile handset phone number and opt into the texting campaignNote checkbox should be selectable by end-user for opting inIt has to reflect SMS language and not have it hidden in the Privacy policy or terms and conditionsYou can check the requirements of the opt-in here: LC - Phone Messaging PolicyThis is highly important to avoid any rejection from the carrier since they are asking for proof of opt-inTwo examples of the Opt-in here: You need to specifically put a disclaimer like - "By submitting this form, you consent to receive marketing and promotional SMS messages from [Your Company Name]Message frequency may varyReply "STOP" to unsubscribeStandard message and data rates may applyYour information will be handled in accordance with our Privacy Policy." If the web opt-in is behind a login or not yet published, host a screen shot on a publicly accessible website (like OneDrive or Google Drive) and provide the URL in the answer for Opt-in Workflow Image URLs You can also upload the screenshot to the Media Library here (Subaccount > Settings > Open Media Library) NOTE: If you choose WEB FORM, you must provide the link to it in the Opt-in Workflow Image URLs NOTE: Checkbox should be selectable by end-user for opting in and not preselected Paper Form An in-store visitor completes a physical form that collects their phone number and their consent to subscribe to your texting campaignHost a screenshot of the paper form on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL in the answer for Opt-in Workflow Image URLs NOTE: If you choose PAPER_FORM, you must provide the form in the Opt-in Workflow Image URLs Via Text A Keyword campaign example: Host a screen shot of the campaign collateral on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL in the answer for Opt-in Workflow Image URLs NOTE: If you choose VIA_TEXT, you must provide the keyword campaign info in the Opt-in Workflow Image URLs Mobile QR Code A QR code that links to an online form that prompts end-users to enter their mobile handset phone number and opt into the texting campaignQR code can direct the mobile handset to their messaging application with a templated opt-in message, or can lead to a web-form as outlined aboveIf the QR code leads to an online form that is behind a login or not yet published, host a screen shot of the form on a publicly accessible website (like OneDrive or Google Drive or Subaccount's media library) and provide the URL for Opt-in Workflow Image URLs NOTE: If you choose MOBILE QR CODE, you must provide the QR Code in the Opt-in Workflow Image URLs The opt-in provided must be appropriate for the Use Case Category submittedFor example, a marketing campaign must collect express consent where the end-user handset positively affirms their enrollment in the campaignOpt-In Workflow Image URLs Consent is one of the cornerstones of A2P messagingOpt-In workflow description should briefly describe how the handset gives consent to the business to receive messagingIn as much detail, provide how a consumer/subscriber opts into this submission and should be where the customer’s phone number was entered by the customer agreeing to receive the SMS.The opt-in submitted should be what the mobile user sees when providing their phone number: online/app (URL, screenshot/webpage), see in store (keyword, signage), or hears (IVR script/verbiage)Opt-in image URL parameter can contain a link to the web form or a hosted image file that tells the story of the opt-inSuch as a screenshot of the opt-in clearly displayed on the end-user’s website, an image of where opt-in is collected or an image of relevant opt-in practice, a document with the QR code, etcIt should demonstrate the Opt-In Type selectedAny URL submitted must be reachable, resolvable and of access to the publicDon’t include links with opt-ins behind username/password logins, links to secured google drives, or other non-public accessible websitesYou will need to host the image on your website or server and generate a link to it, which you can then provide in this field in the formThe more detail about the opt in process, the betterThe information provided for review should be clear to the Verification Ops team what specifically the customer does to opt in/sign up to receive SMS from the end-user businessVERBAL, must include the sample verbal consent collection and examples in a documentWEB_FORM, provide the link to the direct opt-in page or you can include a screenshot of the website opt-in pageNote that only the phone number opt in page should be includedAn opt-in for an email address is not acceptable for SMS toll-free verification opt inPAPER_FORM, provide the formCan be a scanned copyVIA_TEXT, must describe the keyword campaign in a documentWhat is the keyword? Where does the consumer/subscriber find the keyword? Screenshots/pictures/urls are bestMOBILE_QR_CODE, include a document with the QR CodeApproved Examples: https://storage.googleapis.com/msgsndr/RNTEDRA9ap9xSh2MyTYS/media/65271336fe7786badd88b169.png The link you attached needs to reflect where customers consent to receive further messages from youApproved Examples: http://www.johnscoffeeshop.com/signupforsms This is a direct URL to the opt-in sign up pageApproved Examples: http://www.johnscoffeeshop.com/image123.png This is a publicly accessible link to a hosted image of the opt-in or Screenshot of the SMS opt in pageApproved Examples: http://www.johnscoffeeshop.com/document123.docx This is a publicly accessible link to a hosted document of the opt-in processApproved Examples: "Keyword: CoffeeThe keyword is found on a sign at the register of John’s Coffee Shop where customers can see the keyword and text in to the Toll-Free NumberOnce the customer texts the keyword, they are provided a double opt in where they are asked to Reply Y to confirm they would like to receive promotional SMS" This includes a good amount of detail about the opt-in processIt addresses what the keyword is, where the customer finds the keyword and what happens after the end-user/mobile handset texts the keyword to the Toll-Free numberRejected Examples: http://www.johnscoffeeshop.com URLs that don’t direct to the exact sign-up, URLs that are behind a login/password screen or URLs that don’t resolve.Rejected Examples: a document that outlines a point of sale situation, but it vague on details, like: "Customer receives a text of a point of sale receipt" It doesn't demonstrate the processWhere does the customer give the consent? Provide a screenshot/picture/url from the POS and language the customer is agreeing to6Once submitted to the telephony channel, the verification process can take 2-3 weeks to completeDuring this time, your Phone Numbers are moved to a ‘In Review’ state that removes the messaging limits while we review your submissionIn Review status - no actions is required Verification processing Upon receipt of your submission, carriers review and process your verification requestPlease allow approximately 2-3 weeks for this processVerification Status Once you submit your verification request, you can monitor the verification status as it changes during processing through the ConsolePlease see below for a full overview of each status: TFPN Traffic Traffic limits What's happening? Restricted (Un-verified) Blocked Starting on November 8, 2023, ALL Restricted traffic will be blocked in the USTo avoid this, we recommend submitting your number(s) for verification as soon as possibleRestricted (previously “Unverified”) status means that your Toll-Free number has not been submitted for verification or was not approvedPending Verification (Verification In Progress) Sending Limits until January 31, 2024 (not guaranteed) Daily: 2,000 message segments Weekly: 6,000 message segments Monthly: 10,000 message segment Starting on January 31, 2024, ALL Pending traffic will be blocked in the USTo avoid this, we recommend submitting your number(s) for verification as soon as possibleOnce we receive your verification submission, Twilio automatically moves your phone number(s) in a Pending Verification status, which allows for daily sending volumes in the US, but subjects your traffic to progressively tighter message filters while verification is processedVerified (Approved) 3 SMS segments per second Upon a successful review of your verification submission and carrier approval, your number(s) will be moved to "Verified" statusVerified numbers have full access to A2P sending, and a greatly reduced risk for message filtering on Toll-Free traffic toward all major networks in the US and Canada, as long as you adhere to your stated use case and all applicable rules, such as Twilio's Messaging PolicyRejected Blocked A rejected verification request can occur for a number of reasons and can affect your ability to send messaging trafficFor full details, see Why was my toll-free verification rejected? Rejection Reason Once you submit your verification request and is rejected, you can view the rejection status through the ConsoleFrequently Asked Questions (FAQs) 1What happens if I don't complete Verification? Starting on November 8, 2023, all unverified (Restricted) Toll-Free numbers will be blocked from sending messages to the USRestricted Toll-free messaging traffic to Canada continues to remain blocked until verifiedAlso, starting on January 31, 2024, all Pending Toll-Free numbers will be blocked from sending messages to the USAll restricted and pending traffic filtered for these reasons will be blocked with error code 30032Using additional Toll-Free numbers to exceed these limits or circumvent filtering isn’t allowed, and will result in the same block and error codeVerification is recommended for all customers regardless of volume2I am sending the limited allowed amount of segments but messages are still not going throughWhen using toll-free numbers, please be aware: Toll-free numbers can have messages filtered or blocked, even under the daily limitIf you see Error 30032, you might've hit a limit or a filterThe stated limits are the maximum the toll-free number can send, but not always guaranteedFor fewer issues, verify the toll-free numbers early as Verified numbers have a lower risk of message filtering3Do I need to be a US business in order to register at a Toll-Free number? No, you can use business addresses from other countries to register 4Will I be charged if I encounter an error when sending an SMS? If there's an internal error with LC Phone before the message is handed off to the phone provider, you won't be chargedHowever, charges apply to every message where a delivery attempt has been made, regardless of the final delivery statusThis includes messages sent from toll-free numbers, A2P numbers, and those not deliverable due to country restrictions or other factorsWe urge users to be fully informed and cautious before sending messages, as refunds will not be provided for undelivered SMSRelated articles What is LC - Phone System? How to Migrate an Agency and Sub-Account to LC - Phone? Regulatory Bundle and Address Creation for Sub-Accounts LC - Phone Messaging Policy LC - Phone Pricing Structure </s>
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<s>[INST] How to Invite Members to Your Group via Email [/INST] This guide is intended for Admins and Owners who want to invite individuals to their Group using the email invitation featureThis feature streamlines the process of inviting people to your Group via email, facilitating better collaboration within your groupInviting People via Email Step 1: Access the 'People' Tab Log in to your account as an Admin or OwnerNavigate to the 'People' tab within your Group's settingsStep 2: Initiate the Invitation Process Locate the 'Invite Member' button, typically found within the 'People' tabStep 3: Enter Invitation Details Click the 'Invite' button to initiate the invitation processYou will be prompted to provide the name and email address of the person you wish to inviteStep 4: Grant Admin Privileges (Optional) As an Admin, you have the flexibility to grant admin privileges to the invited memberThis will bestow enhanced control and access within the GroupStep 5: Send the Invitation After entering the necessary information, click the 'Invite' button to send the invitationInvitation Flow Once the invitation is dispatched, the recipient will receive an email with the following behavior: Scenario A: User Has Never Signed Up or Is Not Part of the Client Portal If the recipient has never signed up for the platform or is not part of the client portal, they will find an "Accept Invite" button in the emailClicking this button will redirect them to a "Set Password" modal where they can create their accountScenario B: User Is Already a Member with Login Credentials If the recipient is already a member with login credentials, clicking the "Accept Invite" button will instantly redirect them to the Group using a magic linkImportant Note: The invitation link included in the email will expire after 30 days for security reasonsEnsure that the recipient accepts the invitation within this timeframeFrequently Asked Questions (FAQs) Q: Who can use the email invitation feature? A: The email invitation feature is available to Admins and Owners of the GroupQ: Can I invite multiple people at once using this method? A: Yes, you can invite multiple people by entering their email addresses one after the other in the invitation processQ: How can I revoke an invitation if necessary? A: Currently, the system does not support revoking invitationsYou can, however, follow up with the recipient to request they do not accept the invitationQ: What happens if the recipient does not accept the invitation within 30 days? A: The invitation link included in the email expires after 30 daysIf the recipient does not accept within this timeframe, you will need to resend the invitationQ: Can I customize the invitation email message? A: Currently, the email invitation message is standardized and cannot be customizedQ: Can I grant admin privileges to the invited member later if I initially choose not to? A: Yes, as an Admin, you can modify member roles and grant admin privileges at any time after the invitation is accepted </s>
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<s>[INST] CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS [/INST] Significant enhancements have been implemented in the loading functionality on our platformWe have transitioned from the traditional 9-dot loader to a modern, visually compelling spinnerThe new design showcases diverse visual states, effectively indicating operations like app initialization, data fetching, and sub-account detail retrievalCovered in this Article: What Statuses to expect when the CRM is loading? Initializing the App: Loading Fresh Data: Retrieving Sub-account Details: Infinite Loading State: Impact of Custom CSS or Custom JS: Custom CSS Interference: Custom JS Interference: Additional Troubleshooting: Is the User who is facing the problem added to the sub-account? What should I do if the new loader's refresh button doesn't work or my custom CSS/JS interferes with the loader's operations? What Statuses to expect when the CRM is loading? Initializing the App: This is the first state where the loader begins to spin when the app is launched or a new page is loadedIt represents the start of the loading process and stays active until the necessary data for the app or page is fully fetchedLoading Fresh Data: After the initial app loading, there could be a need to fetch new data based on user actions, real-time updates, or scheduled refreshesDuring this state, the loader spins, indicating that fresh data is being retrieved from the serverRetrieving Sub-account Details: If your application supports multiple user accounts or sub-accounts, this state might be activated when switching between accounts or loading specific information related to a particular sub-accountInfinite Loading State: This less desirable state occurs when the app or a specific page doesn't load within a predefined time (like 30 seconds)The loader might keep spinning without progress, indicating an issue preventing the page from loading correctlyAn action prompt saying "Click Here to refresh" will appear in such instancesActivating this button will refresh the page and automatically clear the browser cache, eliminating the need to manually clear site data and cookies and simplifying the troubleshooting processPlease Note: When the refresh action is used during an infinite loading state, any errors on your end will be automatically captured and forwarded to our servers for in-depth analysisThis helps us to refine the debugging process and to continuously improve the platform experienceImpact of Custom CSS or Custom JS: Custom CSS and JS can impact the loader's behavior and overall functionalityHere's an explanation of their potential implications: Custom CSS Interference: Custom CSS refers to modifications made to the styling and appearance of a webpageIf the custom CSS overrides or conflicts with the loader's styles or classes, it can disrupt the intended visual representation of the loader or cause inconsistenciesThe loader may not display the expected visual states or animations in such cases, leading to confusion or a less-than-optimal user experienceIt's important to review and adjust the custom CSS to ensure it aligns with any changes introduced in the loader, allowing for seamless integration of custom styling without interfering with the loader's intended behaviorCustom JS Interference: Custom JS (JavaScript) code can impact the loader's functionality by altering its underlying logic or the events it listens toIf the custom JS modifies or overrides the loader's event handlers, it can disrupt its intended actions or prevent it from responding correctly to user interactionsReviewing and adapting any custom JS code to work harmoniously with the loader's updated features and event system is crucialThis ensures the loader functions as intended and maintains its proper behavior during various loading statesIt's recommended to thoroughly test and debug any custom CSS or JS modifications to identify potential conflicts or inconsistencies with the loaderAdjustments should be made to align the custom code with the updated loader design and functionality, ensuring a seamless and consistent user experience throughout the loading processAdditional Troubleshooting: Is the User who is facing the problem added to the sub-account? If you are an agency admin, make sure the user is added to at least one sub-account: 1Go to the agency team management page in the agency view 2Search by name, email, or phone on the top right for the user 3Click on Edit 4Click on User Roles 5Ensure the user is added to at least one sub-account from the dropdownPlease Note: If you are not the agency owner, please get in touch with the agency admin so they can add you back to the sub-account you should have access toWhat should I do if the new loader's refresh button doesn't work or my custom CSS/JS interferes with the loader's operations? A: In such situations, manual troubleshooting could be requiredThe process involves clearing site data, removing cookies, and hard refreshing the pageHere's how to do it: Start by opening the inspection pane in your browserThis is done by right-clicking on the screen and selecting "Inspect." If the pane opens on the left side, you might need to click the "more" icon (represented by two arrows) to find the "Application" tabInside the "Application" tab, choose "Storage," then scroll down to locate the "Clear Site Data" button and click itHere are guides for specific browsers: Chrome, Firefox, Safari, and EdgeAfterward, navigate to the lock icon next to the URL at the top of the page, click on it, and select "Cookies." There you'll see an option to remove the site's cookiesClick "Remove." Once you've cleared site data and removed the cookies, click "Done." Finally, you'll need to refresh your browser pageFor a hard refresh on a Mac, hold the command key and hit RFor a PC, hold the control key and press F5Here's how to refresh hard on Chrome, Firefox, Safari, and EdgeWhat if the page doesn't redirect and gets stuck? </s>
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<s>[INST] How to authorize card payments in Websites [/INST] Covered in this Article: How to authorize card payments in Websites How Authorization Works Setting up Authorization How to authorize card payments in Websites (Version 2) How Authorization Works This is not turned on by default and will require a couple of quick extra steps, covered below The system will remove the monetary value placed in the "authorized amount" from the client's bank account before crediting it back 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 client's bank account It ONLY works with Subscriptions and Payment plansPlease Note: 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 formIf you are using Version 1 of the Website builder, click here Related article: What's the difference between Version 1 & Version 2 of the page builders Setting up Authorization 1Head into the website and find the step where the order form is placed Click on the "3 dots" 2Click on "Products" If you do not see any products attached to your page, you will need to add them before continuing3Click on the "Edit" icon This will open the product settingsIn this example, there are two plans (monthly $149 & Annual $1490) where "Authorization" will need to be turned onFirst, we will start with plan 1 (monthly $149), then return and repeat this process for plan 2 (Annual plan $1490)4Scroll to the bottom and click on "Additional Options" 5Click on "Custom Authorization" and add your amount 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 plansThe number should be: equal to or more than 1, number of decimals should be just twoShould NOT be a negative number 6Click on "Save." Make sure to hit "Save"That's it </s>
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<s>[INST] How to Set Up an E-Commerce Online Store (Websites) [/INST] TABLE OF CONTENTS What is an Online Store? Setting Up Your e-Commerce Store 1Create and configure products to display in the Online store 2Activating and Editing your online store on your website Tracking order submissions and payments made on the online store 3Fulfill orders and send shipment details to your customers Additional notes while creating an online store Frequently Asked Questions (FAQs) Can I sell recurring products in my online store? I have attached multiple images of my products and servicesIs there a way I can set the default images for each variant? I have created a store for test purposesHow do I delete it now? Users will be able to delete a store by deleting any of the automatically added pagesIf they confirm, all data related to the store will be lostIs it possible to have different pricing for different variants of a product? How do I mark the orders created as fulfilled? How do I share shipment details with my customer? Can I create multiple stores within the same location? Can I create an online store in both funnels/websites? BNPL (Buy Now Pay Later) Payment Methods How to Use Product Collections for Ecommerce Stores What is an Online Store? An online store is a virtual platform that allows businesses to sell products or services to customers globallyIt enables customers to browse, select, and purchase items from the comfort of their own homes using a computer or mobile deviceImportance of an Online Store Global Reach: Reach customers worldwide, expanding your market beyond geographical limitationsConvenience: Customers can shop anytime, anywhere, increasing accessibility and convenienceReduced Overheads: Eliminate costs associated with physical storefronts and gain flexibility in operationsAutomated Transactions: Streamline the sales process with automated payment processing and order managementSetting Up Your e-Commerce Store Let's walk through the steps of setting up and using your own e-commerce Online Store in HighLevel1Create and configure products to display in the Online store Businesses will be able to create and configure store products under Payments -> ProductsThis will allow configuring Product names, and descriptions, attaching product images and videos, defining the pricing, and configuring variants, if anyBusiness users will be able to make use of the toggle at the top while creating a product to define the products that are to be displayed in the online storeAdditionally, businesses will now be able to have 3 core functionalities required for presenting products/services in their online store Enable rich text description - Businesses will be able to provide a rich text description for the products they are offering, including formatting, alignment, Bold, and Italics for emphasis on a few aspects, bulleted lists, or table elementsThis description for the product will auto-populate on the Product details page Attach multiple images/videos for products - Displaying appropriate images and videos for products is a crucial part of your e-commerce storeBusinesses will be able to attach multiple images and videos to products Create variants for products - Businesses will now be able to add variants like Size/Color/Material etcfor the products they configureThis will allow selling different variant options for the same product along with their customized prices 2Activating and Editing your online store on your website An online store can be added both to an existing website as well as to a new website being created from scratch Businesses will have the option to activate an online store by clicking on the + icon to add elements inside the website builder When an online store is added to a website, 5 pages are added by default to the website which will form the building blocks for your storeBusinesses will be able to add any other kind of elements around the store elements that will help them in giving an overall customized experience to their customers that suits their brand needs Products list page - This will contain the element to showcase all your products or services to your customersProduct details page - This will allow the presentation of rich text product descriptions that contain useful information beneficial while making a purchase Cart page - This will allow customers to have a summary of the items they intend to purchase, add or remove any services before proceeding to checkout Checkout page - This will allow the potential leads/customers to enter their shipping information, email, and other details, apply any coupon codes, and make an online payment using a card, Apple Pay, or Google Pay Thank you page - This will allow the business to display an order confirmation automatically after the payment is successfully made for the purchase Users will be able to format the elements added by default to match the brand aesthetics of their overall websiteEach element will have General and Advanced settings for formattingTracking order submissions and payments made on the online store Businesses will be able to track all orders placed on the online store along with the payments made by navigating to Payments -> Orders and Payments -> TransactionsBusinesses will also be able to process any refunds using the same 3Fulfill orders and send shipment details to your customers Businesses will also be able to mark orders as fulfilled and share shipment/tracking details with customersBy default, any order placed on the online store would be in an unfulfilled stateBusiness users will have the ability to attach a tracking number, provider, and URL to track the status of the shipmentWhen an order is marked as fulfilled, an entry related to the fulfillment will be included in the order details, highlighting the date on which fulfillment was done, tracking details, and the number of items fulfilled in the order Additional notes while creating an online store Only one-time products will be included in the online storeBusinesses can still sell recurring products using funnels and order forms Automates sales receipts, Order Submitted trigger, Shopping cart element inside email builder to auto-populate line items purchased, Payments received trigger, and coupon codes will automatically work with any online store created All existing products will not be available in the online store by defaultBusinesses can choose which products they would want to showcase in the store and turn the toggle on for those respective products Businesses will be able to track the orders submitted, payments received, initiate any refunds, etc using the Orders and Transactions lists under the Payments menu Frequently Asked Questions (FAQs) Can I sell recurring products in my online store? No, only one-time products will be listed by default in the online store I have attached multiple images of my products and servicesIs there a way I can set the default images for each variant? This is not possible currentlyAs of now, product images will be shown irrespective of the variant selectionI have created a store for test purposesHow do I delete it now? Users will be able to delete a store by deleting any of the automatically added pagesIf they confirm, all data related to the store will be lost Is it possible to have different pricing for different variants of a product? Yes, users will be able to customize the price of each variant configuredBy default, the price of each variant will be the price of the product How do I mark the orders created as fulfilled? How do I share shipment details with my customer? Users will be able to Fulfill items inside the order details and attach a tracking number/URL to automatically send shipping updates to their customersThis is not available currently but in the works and will be live shortlyCan I create multiple stores within the same location? Yes, you will be able to create multiple stores within the same locationCan I create an online store in both funnels/websites? No, an online store can be configured only inside a websiteUsers will still be able to sell products using order forms on funnels BNPL (Buy Now Pay Later) Payment Methods More Tutorials from the Community https://youtu.be/pCP0Asw-TCg https://youtu.be/6QOUgpHLxv8 https://youtu.be/N0CMsVtsDtg https://youtu.be/g-3lxvK_D-w How to Use Product Collections for Ecommerce Stores More Tutorials from the Community https://youtu.be/H0pD85OMtkI https://youtu.be/mQU6ir3uY7Y https://youtu.be/uqBjMfL6NfY https://youtu.be/4dkkPkrJam8 </s>
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<s>[INST] Facebook Troubleshooting - Lead Ad Debugging [/INST] This article has moved. Click here for more info </s>
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<s>[INST] RSS Email Body showing HTML tags? [/INST] Issue: RSS Email body shows html tags like this <p> Fix: Need to use Custom RSS Item element in the email builder, and instead of using {{rss_item.content}} use {{{rss_item.content}}} HTML Based RSS Feed The values returned by the RSS-based custom variable {{rss_item.title}} are HTML-escaped. For example, if the expression contains &, then the returned HTML-escaped output is generated as & or if your RSS Feed has HTML-based text instead of plain text then it will be rendered as plain text. If you don't want it to escape a value, use the "triple-stash", {{{: Eg: if your RSS feed source is something like this without "triple-stash" it will render like this once you will use "triple-stash" {{{rss_item.content}}} it will render like this </s>
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<s>[INST] List of countries and bank acquirers available with NMI [/INST] Merchants can process payments within GHL using an NMI integrationBusinesses can open an account with the relevant acquirer in the list provided below and then set up an account with NMI to generate API keys to plug into our system under Payments -> IntegrationsThis guide helps with - List of countries supported by NMI using their network of acquirers List of countries the top 25 acquirers support merchants in List of acquiring bank connections with NMI Continent Country Supported Africa Egypt ✓ Africa South Africa ✓ Asia Bahrain ✓ Asia Cyprus ✓ Asia Hong Kong ✓ Asia India ✓ Asia Indonesia ✓ Asia Israel ✓ Asia Japan ✓ Asia Jordan ✓ Asia Kuwait ✓ Asia Malaysia ✓ Asia Pakistan ✓ Asia Philippines ✓ Asia Saudi Arabia ✓ Asia Singapore ✓ Asia South Korea (Republic of Korea) ✓ Asia Taiwan ✓ Asia Thailand ✓ Asia Turkey ✓ Asia United Arab Emirates (UAE) ✓ Asia Vietnam ✓ Europe Albania ✓ Europe Andorra ✓ Europe Armenia ✓ Europe Austria ✓ Europe Azerbaijan ✓ Europe Belarus ✓ Europe Belgium ✓ Europe Bosnia and Herzegovina ✓ Europe Bulgaria ✓ Europe Croatia ✓ Europe Cyprus ✓ Europe Czech Republic ✓ Europe Denmark ✓ Europe Estonia ✓ Europe Finland ✓ Europe France ✓ Europe Georgia ✓ Europe Germany ✓ Europe Greece ✓ Europe Hungary ✓ Europe Iceland ✓ Europe Ireland ✓ Europe Italy ✓ Europe Kazakhstan ✓ Europe Kosovo ✓ Europe Latvia ✓ Europe Liechtenstein ✓ Europe Lithuania ✓ Europe Luxembourg ✓ Europe Malta ✓ Europe Moldova ✓ Europe Monaco ✓ Europe Montenegro ✓ Europe Netherlands ✓ Europe North Macedonia (formerly Macedonia) ✓ Europe Norway ✓ Europe Poland ✓ Europe Portugal ✓ Europe Romania ✓ Europe San Marino ✓ Europe Serbia ✓ Europe Slovakia ✓ Europe Slovenia ✓ Europe Spain ✓ Europe Sweden ✓ Europe Switzerland ✓ Europe Turkey ✓ Europe United Kingdom (England, Scotland, Wales, Northern Ireland) ✓ Europe Vatican City (Holy See) ✓ North America Antigua and Barbuda ✓ North America Bahamas ✓ North America Barbados ✓ North America Belize ✓ North America Canada ✓ North America El Salvador ✓ North America Guatemala ✓ North America Honduras ✓ North America Mexico ✓ North America Panama ✓ North America Saint Kitts and Nevis ✓ North America Saint Lucia ✓ North America Trinidad and Tobago ✓ North America United States of America ✓ Oceania Australia ✓ Oceania New Zealand ✓ South America Argentina ✓ South America Bolivia ✓ South America Brazil ✓ South America Chile ✓ South America Colombia ✓ South America Ecuador ✓ South America Guyana ✓ South America Paraguay ✓ South America Peru ✓ South America Suriname ✓ South America Uruguay ✓ South America Venezuela ✓ This sheet link contains the top 25 acquirers with NMI along with the countries they support - Link to sheet List of acquirers with NMI ACI AffiPay Allied Irish Bank (AIB) Allied Systems Alternative Payments International American Express Barclaycard Beanstream Bluesnap Borgun Braintree BrasPag Cashflows Checkout.com ChronoPay CollectPay Credit Card Concardis/ NETS Concord/Buypas CreditGuard Credo eCorePay ECP eGatePay (Checkout.com) Elavon Elavon – EMV Elavon viaConex eMerchantPay EPX Evertec EVO eWorld / Merchant Partners (MPE) FDMS Compass FDMS Nashville FDMS Nashville North v1 Finaro (previously Credorax) First Data Canada (South) First Data (UK/EU) First Data Caribbean v2 FDMS Nashville North V2 FDMS Omaha Fintech Global Payments Heartland HyperCharge iCanPay Instabill IntegraPay JetPay KBank Lloyds Cardnet MES Trident NCR Payment Solutions NMI Payments Nucleus (PowerCARD) Nuvei Optimal Payments Payment World Chase Paymentech Salem Chase Paymentech Tampa Paynamic Paynetics Payone PayPoint Paysafe Paysafe Continuity Paysafe Processing PxP PayVision PhoeniXGate Transact Europe (Processingcom) ProPay Active RS2 Software Rapyd (formerly Korta) Rapyd (formerly Valitor) Santander SIX Payments Skrill Transact Pro TSYS Vantiv Now Worldpay Core - Terminal Capture Vantiv Now Worldpay eCommerce - Host Capture Vantiv Now Worldpay eCommerce - Terminal Capture VoicePay VoicePay v2 (Cashflows) WebCollect (GlobalConnect Worldline Worldpay (APACS platform) </s>
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<s>[INST] How to Set Up Unsubscribe Links for LC - Email [/INST] An unsubscribe link is a link within your email that allows recipients to opt-out from receiving any email newsletters for your products or servicesMaintaining a clean and legitimate email list and including an unsubscribe link in the email footer is the best practiceONLY applicable to LC Email System usersIf you are not using LC Email system please use this guide Covered in this article: How to enable/disable the default unsubscribe link Customize the default unsubscribe link Ways to add the unsubscribe link 1Directly add an unsubscribe tag in the email template2Enable the global unsubscribe option without adding an unsubscribe tag in each emailWhy You Need To (& Should) Have An Unsubscribe Link In Your Emails Benefits of including an email unsubscribe link FAQ How to remove the default unsubscribe link added at the footer? What happens if my email already has an unsubscribe link? How to enable/disable the default unsubscribe link Navigate to Settings -> Business ProfileUnder the "General Section," you can find the settings Check/uncheck to enable and disable the settings Note: Before disabling the option make sure you have added an unsubscribe link on all emails sent out from the systemWhen a sub-account receives a high email complaint/spam, sending will be temporarily disabledCustomize the default unsubscribe link Navigate to Settings -> Business ProfileUnder the "General section," you can find the settings to control unsubscribingClick CustomizeWays to add the unsubscribe link 1Directly add an unsubscribe tag in the email template2Enable the global unsubscribe option without adding an unsubscribe tag in each emailWhy You Need To (& Should) Have An Unsubscribe Link In Your Emails Digital laws might differ from country to country, but almost every country states that you must have an unsubscribe link in your emailThe most popularly referenced law is -- US’s CAN-SPAM (Controlling the Assault of Non-Solicited Pornography And Marketing) legislation enforced by the Federal Trade CommissionIn May 2018, GDPR became a compulsory rule for any brand with subscribers in the EUAccording to article 17 of GDPR, ‘Right to erasure,’ data subjects (subscribers) have the right to ask for their data to be deletedIn that case, data controllers have to comply with itThey have to delete any data when it’s no longer required for the purposes for which it was collected or the data holder/subjects withdraw consent for it to be usedIf a contact unsubscribes from an email list, they are exercising their 'Right to erasure', and the data controller (the email list owner) has to unsubscribe them and delete their dataNon-compliance with GDPR can lead to a fine amounting to €20 million or 4% of annual global turnover, whichever is higherBenefits of including an email unsubscribe link 1 Shun customer frustration: Many subscribers consent to newsletters without knowing what they will deliverAfter receiving the email copy, they realized it was irrelevant to themThen if they want to unsubscribe from the newsletter and fail to find the linkYou know how frustrating it is when you can’t see the unsubscribe link inside the emailMarketers need to understand the interests and preferences of different subscribers and allow them to opt-out of the email listIt improves the email marketing strategy’s outcome as you are allowing inactive subscribers to leave the contact list2Collect feedback: You can collect valuable feedback from those subscribers who are no longer part of your contact listYou can use those feedback to understand the loopholes and optimize the email communications to meet your subscribers’ needs3Enter into the inbox: Unsubscribe links increase the possibility of entering the subscribers’ inbox rather than going into the spam foldersIf people search for an unsubscribe link and don’t find it, they will put that email in the spam folderYour account can be suspended if your spam rate exceeds the open rate4Adapt anti-spam legislation: While including the unsubscribe link, every country has its law and orderIt is compulsory in anti-spam legislation to give a predefined law for email marketersFAQ How to remove the default unsubscribe link added at the footer? Go to Sub-account -> Settings -> Business Profile -> General, where you can customize the opt-out messageBelow is the screenshot for reference: What happens if my email already has an unsubscribe link? In case the message already has an unsubscribe link, an unsubscribe link will be added from our sideIs this feature applying to manual Email? This option was not applicable for test emails and one-to-one conversation emails </s>
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<s>[INST] How to import Email Template(s) from ActiveCampaign [/INST] In order to import an email template from Active Campaign, please log in to your ActiveCampaign account before continuing this guide. Once you have logged into ActiveCampaign, please follow the steps below (ActiveCampaign Help Doc) Click "Campaigns" > "Campaign Templates" on the left menu. The Manage Templates page will load and list your custom templates. Locate the template you want to share. Hover your mouse over the template and click the gear icon that appears. Click the "Share" option. A "Share this template" modal will appear and display your share link. Click the link icon to copy the link. Click the "X" to close the window. Overview: Importing of email third-party providers like Active Campaign which provides email campaigns and templates. Here's how you can import email from Active Campaign: Please Note: Template which will get created will be in Code Editor - HTML type of email. Preview the Email Campaign/ Template 1 - Go to Emails > Email Templates 2 - Click on "Create New Templates" with the option of "Import Template". Follow the steps given information in Active Campaign Campaign Templates - Go to Active Campaign > Campaign Templates - Hover the Template, you would like to import - click the setting icon > click on Share and copy the campaign URL Email Campaign - Create campaign, click the dropdown action button of Continue to Save as Template. 1. Copy and paste the URL for Active Campaign - Campaign Template/ Campaign 2. Check the preview of the Active Campaign Campaign 3. Click Create Template to Import the Active Campaign Email FAQ Do we need emails like Drag and Drop with Import for Active Campaign? This is our experiment to encourage users to use and share feedback with us. What will be the title of the Email Template? The user will be required to add the template name after clicking "create template". </s>
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<s>[INST] Auto-Pilot Mode in Conversation AI for Efficient Communication [/INST] The Conversation AI Bot in Auto-pilot mode is designed to facilitate instant responses to leads and conversations at any time, enhancing user interaction and engagementThis article provides a comprehensive overview of accessing, configuring, and optimizing the Auto-pilot mode for efficient conversation managementTABLE OF CONTENTS Accessing Auto-pilot Mode: Navigate to the Conversation AI settings located in the Sub-account settingsFeatures: Advanced Auto-pilot Settings: Training the Bot: Pricing: Fully Automatic AI Bot Demo Video: FAQs Q: How can I access the Auto-pilot mode? Q: Can I configure the wait time before the bot responds? Q: Is there a charge for bot training and trial? Q: How can I provide feedback to the bot? Q: Can I configure the business name for the Conversation AI bot? Q: Is there a limit to the number of messages a bot can send to a contact? Q: How can I reactivate the bot once it goes to sleep? Q: How does the Auto-pilot bot handle multiple inbound messages? Q: Can the Auto-pilot bot be used across different platforms like SMS, Facebook, and Instagram? Q: Is it possible to test the bot’s responses before enabling it? Q: What happens if the bot receives a message manually or through a workflow? Q: Is there an unlimited usage plan available for the Auto-pilot mode? Q: Can the Auto-pilot mode be configured for almost instant responses? Conclusion: Accessing Auto-pilot Mode: Navigate to the Conversation AI settings located in the Sub-account settingsIn the "bot settings" tab, you will find the new mode "Auto-pilot." Features: Inbound Message Handling: The bot waits for a configured amount of time before collecting all messages of a conversation and replying to the contactChannel Availability: Auto-pilot is available for SMS, Facebook, and Instagram, and the channels can be configured in the Bot Settings tabSleep Mode: The bot goes to sleep for 2 hours in case of a manual or a workflow-based messageFeedback Mechanism: Every message from the Auto-pilot Bot will contain Thumbs up and Thumbs down to provide feedback, add FAQs, and train the botAppointment Booking: The bot's primary goal is to get appointment bookings for your business and sends the booking/scheduling link directly to the contact based on the selected calendarAdvanced Auto-pilot Settings: Business Name Configuration: Allows setting up a business name for the conversation AI botWait Time before Responding: Configurable time between 1 second and 5 minutes, allowing the bot to collect all messages before respondingThe default limit is 2 minsMaximum Message Limit: The bot will go to sleep if this limit is reached in a conversationTo activate the bot again, mark the conversation as "Read." The default limit is 10 messages in a single conversationTraining the Bot: Training the bot is crucial for optimizing its performanceUsers can train the bot based on URLs or FAQs, and the bot trial is free of chargeFor detailed instructions on training the bot, refer to Training the Conversation AI BotPricing: Bot training and trial are free of chargeOnce the settings are changed from off to either suggestive or autopilot, a charge of five cents per generation is applicableFully Automatic AI Bot Demo Video: FAQs Q: How can I access the Auto-pilot mode? A: Navigate to Conversation AI settings in the Sub-account settings and select "Auto-pilot" in the "bot settings" tabQ: Can I configure the wait time before the bot responds? A: Yes, you can configure the wait time between 1 second and 5 minutes in the advanced settingsQ: Is there a charge for bot training and trial? A: No, bot training and trial are free of chargeQ: How can I provide feedback to the bot? A: Every Auto-pilot Bot's message will contain Thumbs up and Thumbs down options for providing feedback and training the botQ: Can I configure the business name for the Conversation AI bot? A: Yes, you can configure the business name in the advanced Auto-pilot settingsQ: Is there a limit to the number of messages a bot can send to a contact? A: Yes, the default limit is 10 messages in a single conversation, after which the bot goes to sleepQ: How can I reactivate the bot once it goes to sleep? A: To reactivate the bot, mark the conversation as "Read." Q: How does the Auto-pilot bot handle multiple inbound messages? A: The bot waits for a configured amount of time to collect all messages in a conversation before responding, allowing it to understand the context better and respond to all messages in one goQ: Can the Auto-pilot bot be used across different platforms like SMS, Facebook, and Instagram? A: Yes, the Auto-pilot bot is versatile and can be configured to respond on SMS, Facebook, and Instagram through the Bot Settings tabQ: Is it possible to test the bot’s responses before enabling it? A: Absolutely, you can utilize the bot trial feature to assess the bot’s responses in real-time to various messages and intents before enabling itQ: What happens if the bot receives a message manually or through a workflow? A: The bot will go to sleep for a duration of 2 hours if it receives a manual or a workflow-based messageQ: Is there an unlimited usage plan available for the Auto-pilot mode? A: An unlimited plan is under development and will soon be available, offering unlimited usage per locationQ: Can the Auto-pilot mode be configured for almost instant responses? A: Yes, the wait time can be configured to as low as one second for the bot to respond almost instantlyFor more detailed information on using Conversation AI, please refer to - How to Use Conversation AI in Your Appointment Bookings- Training the Conversation AI Bot Conclusion: The Auto-pilot mode of the Conversation AI Bot is a powerful tool designed to enhance user interaction and engagement by providing instant responses to leads and conversationsBy understanding and utilizing its features and settings effectively, users can optimize their conversation management and improve their business's overall communication strategy </s>
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<s>[INST] How to create multiple Dashboards [/INST] More Tutorials From the Community https://youtu.be/PYIzk0P8aLQ?si=NIQZQpJSWwYUc3Ky https://youtu.be/jaQZgs825xA https://youtu.be/OYjkWnV9THI https://youtu.be/RgcM4t338OU Effortlessly tailor your reporting experience by creating and managing multiple dashboards, ensuring they cater to your unique needs and insights. Streamline your data visualization by organizing related widgets into a unified view using our dashboard feature. TABLE OF CONTENTS Step 1: Navigate to Dashboards Menu Step 2: Click on "Add Dashboard" Step 3: Assign a Title Step 4: Configure Permissions Step 5: Click "Confirm" Step 6: Add widgets Step 1: Navigate to Dashboards Menu Click on the blue dashboard navigation button, found on the left side of your screen. Step 2: Click on "Add Dashboard" Step 3: Assign a Title Give your dashboard a clear and descriptive title that aligns with its reporting purpose. Step 4: Configure Permissions Set up permissions for your dashboard according to your preference. Choose between keeping it private for personal use or sharing it with your entire team. Step 5: Click "Confirm" Step 6: Add widgets Click on "Add Widget" or explore suggested widgets to initiate your dashboard reporting. Learn more about adding custom widgets here Note: Wondering which plan unlocks the customizable multiple Dashboards? It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature. What's Next: Edit widgets on the dashboard Adding widgets on the dashboard How to manage permissions for a dashboard </s>
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<s>[INST] Eliza Agent Platform Settings [/INST] This article details the configurations that need to be done to get your very own Eliza Agent Platform up and running! Covered in this Article Eliza Agent Platform Settings Setting up a new location in the Eliza Agent Platform Setting up your team members Eliza Account setup Configuring WebhooksDispositions setup System Dispositions Waiting for the customer's response Appointment Booked Autoclosed Disposition Comments Tab Downloading the comments FAQ management - Templates and Location FAQs Using template parameters in the FAQ Templates Reports Eliza Leads Report Sample of the Eliza-Leads Report Agent Performance Reporting Sample of Agent Performance Report Hot Keys Announcements Related Articles Eliza Agent Platform Introduction and FAQs Eliza Agent Platform Settings within the CRM Eliza Agent Platform Search Tools Eliza Agent Platform Dashboard Eliza Agent Platform Conversations Eliza Agent Platform Settings Setting up a new location in the Eliza Agent Platform Using Eliza's account starts with adding a location to the accountStart by clicking the "Add Location" button on Settings > Locations Select the Location from the dropdown, and the Location from HL will be added to ElizaOnce the Location is selected from the dropdown, it will show the screen where you need to choose an optional default calendar and set a priorityA priority is a generic feature provided by EAP for managing how to prioritize locations within your Eliza accountLocations can be prioritized based on time zones, service level agreements for specific locations, etcChoose the agents who can handle the conversations in this Location from the previously created list of agentsA note can be added that will be available in the Settings > Announcements section for agents to seeAnnouncements are available only for those agents assigned to work on this LocationThe selected Location can also be removed from Eliza on this screenOnce all of the above is configured, click on Add Location to add the account to ElizaSetting up your team members On Settings > Team screen, you can add team members as agents or adminsThe newly added member will receive an email with a link to set up the password for the accountEliza Account setup Any incoming conversations will be automatically assigned to agents configured to work on that Location in a round-robin fashionThis happens only among the agents who are online." Any incoming message part of a conversation assigned to a particular agent will still go to the same agent, even if they are offlineConfiguring WebhooksGo to Settings > CompanyConfigure the webhook to alert the agents for the following situationsType of message Description Keys Configured Manual assignment when a conversation is assigned to an agent thru the dashboard by an agent or admin Type, LocationName, Priority, Agent Email, Conversation Count, contactId, contactName Auto Assignment When the system automatically assigns a conversation to an agent Type, LocationName, Priority, Agent Email, Conversation Count, contactId, contactName Unassignment When a conversation is removed from an agent Type, LocationName, Priority, Agent Email, Conversation Count, contactId, contactName New Message When a new message arrives for an existing conversation Type, LocationName, Priority, Agent Email, Conversation Count, contactId, contactName Disposition Assigned Whenever the disposition is assigned Type, dispositionName, dispositionTag, LocationName, Priority, Agent Email, Contact Id, Contact Name Appointment Booked Whenever the appointment is booked Type, dispositionName, appointmentId, LocationName, Priority, Agent Email, Contact Id, Contact Name Dispositions setup Dispositions are a great way to manage and track different stages of a conversationEnter following details Disposition nameShort nameTag that needs to be assigned when this disposition is assignedWhether comments are allowed while assigning the dispositionWhether the comments are mandatoryAn option to delete the disposition that is already createdAn agent can choose the disposition while ending the conversation, and the comments entered while assigning the disposition can be retrieved from Settings > Disposition CommentsThe disposition can also be re-ordered so that the ordering reflects on the 'Conversation' screen when you click 'End chat.' System Dispositions Waiting for the customer's response Assigned by the system automatically when the agent chooses to close the conversation while waiting for the customer's responseAppointment Booked It is assigned automatically whenever the agent books an appointmentAutoclosed Assigned in the following situations Pause Conversations Eliza Bypass tag Send to Eliza tag Disposition Comments Tab Only those dispositions that allow comments will show up in this tabAll the comments the agent enters are available on Settings > Disposition CommentsHere you can filter by Location, the disposition name, the agent name, and the date of assignment of the disposition commentThis screen can review the comments and see if the business process can be made more efficient or create an FAQDownloading the comments All the dispositions entered can be downloaded as an excel file using the download button at the top right corner for the chosen criteria, such as Location, Disposition name, and agentFAQ management - Templates and Location FAQs FAQs are an efficient way to increase agent productivityWhen you create an FAQ, the system will give a default set of questions you can useIf you need a different set of questions, you can create your own via the "Add FAQ" buttonIf you want to define the questions and want your clients to enter answers, you can enter the questions in the Location and ask your clients to login into https://app.gohighlevel.com/v2/location/<<locationid>>/settings/eliza_faq and enter the answersThese answers will be available on the Eliza Agent PlatformPlease note that the subaccount should have access to the Sub-Account settings > Eliza Service tabEnable this tab via User permissions for that userYou can also use custom values in the answers by clicking the icon near the answer boxA template can be assigned to one or more locations by clicking the "Assign" buttonThe assignment operation works like a mathematical set union operationIf the question is available only on the template and not on Location, then this new question will be added to the LocationIf the question is available on the template and the answer is blank, it will NOT be overridden when assigned to the Location with the same question, but with a valid answer, it will NOT be overriddenIf the question is available on the template with a valid answer, and the Location also has an answer, it will override the one already availableIf the question is available on the template and not on the Location, then this will be added as a new questionUsing template parameters in the FAQ Templates The following items are not available on Eliza (FAQ Templates or the Locations FAQ Parameters available on FAQs of the Location, and not on the FAQ template Reports Eliza Leads Report This report will have the following columnsThere are more reports to come in the future in this sectionFor now, we have Eliza's Leads report with the following columnsLocation ID Location Name Address - Location's address Conversation ID - Eliza's conversation id Contact ID - from GHL Lead Name Eliza Agent Name Disposition Name Channels - SMS / Email/phone / Instagram / Facebook / GMB / Reviews Disposition Date - The date on which disposition is assigned Start Date - Conversation Start Date End Date - Conversation End Date Sample of the Eliza-Leads Report Agent Performance Reporting This report is also available in the reports section for the selected or all the locations for a given date rangeThe maximum date range that can be selected is 90 daysThe following Columns are available in this report Location Id Location Name Location Address Agent Name Total Contacts Handled Open Conversations at the time of running the report Total Conversations Number of Responses sent (by the agent for that subaccount) Average Response Time = total amount of time the agent takes to respond to all the messages divided by the number of messages that are replied to during the time frame selected for running the report Format HH:MM: SS Average First Response Time= total amount of time the agent takes to send the first response to an inbound message divided by the number of first responses the agent sent during the time frame selected for running the reportFormat HH:MM: SS Appointment Booked Auto Close (Due to Agent logout or session timeout) Waiting for Customer Response Custom Dispositions defined by you Send Followup Request Failed Custom Service Closed without Disposition Sample of Agent Performance Report Explanation of this report If you find NA in the average response time and/or the average first response time, the agent hasn't closed any conversations in that subaccountIt is considered a closed-only fileThe profile section has the following itemsChange profile photo, phone number, email address Change password Assign a ringtone to alert the agent when they are logged inConfigure either "enter" or the "control enter" to send messagesHot Keys On the conversations screen, use the following hotkeys for the below-identified actionsEnd chat - (Alt E or Option E) Choosing the disposition while ending the chat - The serial number of the disposition is displayed on the side of the disposition buttonsTransfer (to another agent) - (Alt T or Option T) Esc key for closing the modal disposition window and the "Transfer to another agent" modal window Move thru the conversations just with the keyboard - Alt + upward arrow for the previous conversation and Alt + downward arrow for the next conversationAnnouncements Any announcement configured in the "Edit location" option will be available for the agent in this sectionThe agent will only see those announcements that belong to the Location that they are added to work on </s>
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<s>[INST] How to Create a Birthday Reminder Workflow? [/INST] Elevate your customer engagement with a Birthday Reminder Workflow Trigger that enables personalized experiences for your clientsThis tutorial teaches how to create and customize this versatile trigger for tailored birthday greetings or promotionsEnhance your marketing strategy with a personalized touch through this comprehensive guideCovered in this Article What is the Birthday Reminder Workflow trigger? What are some excellent usage cases for this? Benefits of this workflow trigger: How to set up the Birthday Reminder Workflow? Step 1: Create a new workflow or edit an existing one Step 2: Add the Birthday Reminder Workflow Trigger Step 3: Customize the trigger Step 4: Save the trigger Step 5: Add actions to the workflow Step 6: Customize the actions Step 7: Test the workflow Step 8: Save and publish the workflow Step 9: Monitor and optimize FAQs How often should I send a birthday email to my customers? Can I use the Birthday Reminder Workflow Trigger for non-birthday events like anniversaries or milestones? What are some best practices for creating a successful birthday campaign? How do I know if my birthday campaign is effective? How can I ensure that my birthday messages are GDPR-compliant? What is the Birthday Reminder Workflow trigger? Please Note: The default Birthday Reminder Workflow Trigger activates at 8AM based on your account's time zoneIt searches all your contacts for their dates of birth and fires off for those whose birthday is on that date at 8AMYou do not need to add people to this workflow manuallyTo customize the timing of your birthday messages, utilize Time Delay Wait Steps within the workflow, allowing you to send communications at the desired hourThe Birthday Reminder Workflow Trigger is an essential tool to improve customer engagement by automating and personalizing birthday-related communicationsBy initiating a workflow when a contact's birthday is approaching or takes place, you can deliver personalized birthday wishes, promotional offers, or special discounts to your contacts, resulting in strengthened relationships and increased brand loyaltyTo fully leverage the Birthday Reminder Workflow Trigger, you can combine it with other workflow components, such as filters, actions, and Time Delay Wait StepsThis allows you to create highly customized birthday reminder campaigns that cater to specific audience segments and are tailored to your marketing strategyFor instance, you can set up filters to trigger the workflow a certain number of days before or after the contact's birthday or restrict the trigger to specific months or daysFurthermore, you can incorporate various actions, such as email or SMS, to deliver your personalized birthday message or offerThe Time Delay Wait Steps enable you to control the timing of any follow-up messages or actions effectivelyWhat are some excellent usage cases for this? Birthday Discount Offer: Send an email offering a 20% discount on the contact's next purchase, valid for their birthday week, to encourage them to treat themselves and boost salesFree Birthday Dessert: If you run a restaurant, send an email or SMS offering a complimentary dessert to customers celebrating their birthday, encouraging them to dine at your establishment on their special dayPersonalized Birthday Wishes: Send a personalized email or SMS message with a heartfelt birthday wish from your brand, fostering a positive brand image and strengthening the relationship with your customersBirthday Loyalty Points: Reward your loyal customers with bonus loyalty points on their birthday, incentivizing them to continue shopping with your brand throughout the yearExclusive Birthday Event: Invite customers with birthdays in a specific month to an exclusive in-store or online event featuring special promotions, giveaways, or entertainmentBirthday Gift Recommendation: Send a tailored email showcasing a curated selection of products or services that would make perfect birthday gifts for the contact or their loved ones based on their previous browsing or purchase historyBirthday Month Raffle: Enter all customers with birthdays in a specific month into a raffle to win a valuable prize or gift card, driving excitement and engagement with your brandBirthday Upgrade: Offer a free upgrade (e.g., a larger hotel room, a premium subscription plan, or an extra service) to customers who make a purchase or booking during their birthday monthBirthday Reminder for Friends and Family: Send an email to customers reminding them of their friends or family members' upcoming birthdays (based on the information they provided), along with gift suggestions or special offers, encouraging them to shop with your brand for their loved ones' birthdaysAge-Based Birthday Campaigns: Segment your audience by age and send tailored birthday messages, promotions, or experiences targeting specific age groups (e.g., a free drink for customers turning 21 or a special discount for seniors celebrating their 65th birthday)Benefits of this workflow trigger: The Birthday Reminder Workflow offers numerous benefits, including: Personalization: By sending tailored birthday messages, promotions, or offers, you create a more personalized customer experience, fostering stronger relationships and brand loyaltyIncreased customer engagement: Automating birthday communications keeps your brand top-of-mind, encouraging customers to interact with your business on their special day or throughout their birthday monthBoosted sales and revenue: Special birthday offers or discounts can incentivize customers to purchase or visit your establishment, driving sales and revenue growthEnhanced brand image: Demonstrating that your brand cares about customers' special occasions can improve your brand's reputation and create positive associations in customers' mindsBetter audience segmentation: By capturing birthday information and segmenting your audience based on age or birth month, you can create more targeted marketing campaigns and improve the overall effectiveness of your marketing effortsCustomizable timing: Using Time Delay Wait Steps within the workflow allows you to control the timing of your birthday messages, ensuring they're sent at the most appropriate and effective hourScalability: Automating birthday communications through this workflow enables you to reach more customers without additional manual effort, making it easier to scale your marketing effortsImproved customer retention: Acknowledging customers' birthdays and offering exclusive incentives can increase customer satisfaction and loyalty, resulting in higher retention ratesUnique selling proposition: Offering special birthday promotions or experiences can differentiate your brand from competitors and attract customers seeking unique, personalized experiencesData-driven insights: Tracking the performance of your Birthday Reminder Workflow can provide valuable insights into customer behavior, preferences, and responsiveness to specific offers, helping you optimize future marketing campaignsHow to set up the Birthday Reminder Workflow? Setting up a Birthday Reminder Workflow Trigger involves the following steps: Step 1: Create a new workflow or edit an existing one In your account, either start a new workflow or select an existing one to editStep 2: Add the Birthday Reminder Workflow Trigger Click "Add new Workflow Trigger." From the list of available triggers, select "Birthday Reminder." Step 3: Customize the trigger Adjust the default settings according to your preferencesFor example, you can change the number of days before or after the contact's birthday to activate the triggerAdd filters targeting specific months, days, or custom fieldsStep 4: Save the trigger Click "Save" to save the changes to the triggerStep 5: Add actions to the workflow Now that the Workflow trigger is set, add actions to the workflow that will be executed when the trigger activatesEveryday actions include sending an email or SMS messageAdd a Time Delay Wait Step before the action to send a message at a specific timeThis allows you to control when the message is sent after the Workflow trigger is activatedStep 6: Customize the actions Edit the content and design of your email or SMS messages to include personalized birthday wishes or offersStep 7: Test the workflow Set a contact's birthdate to the next day or set it to any date and use a days before filter to make the workflow fire off the next dayIt automatically gets fired off by searching your contacts list for birthdates on that date at 8 AM every dayYou do not need to add contacts to this workflow yourselfStep 8: Save and publish the workflow Once you're satisfied with the setup, save the workflow and toggle the switch to "Publish" to enable the workflowStep 9: Monitor and optimize Track the performance of your Birthday Reminder Workflow over time to gather insights and make any necessary adjustments to improve its effectivenessFollowing these steps, you can set up a Birthday Reminder Workflow Trigger and create personalized birthday campaigns for your customersFAQs How often should I send a birthday email to my customers? Answer: The frequency of birthday emails can vary depending on your industry and customer preferencesHowever, sending a single email or SMS message on the customer's actual birthday or a few days before is generally recommended, rather than bombarding them with multiple messages throughout the monthCan I use the Birthday Reminder Workflow Trigger for non-birthday events like anniversaries or milestones? Answer: The Birthday Reminder Workflow Trigger is specifically designed for birthdays, but you can use similar triggers or filters to create workflows for other events like anniversaries or milestonesFor example, you can use the Custom Date Reminder for a customer's signup date or first purchase to trigger a workflow that sends a special offer or messageWhat are some best practices for creating a successful birthday campaign? Answer: Some best practices for creating a successful birthday campaign include personalizing your message, offering a valuable incentive, keeping the design simple and engaging, and making it easy for customers to redeem the offerHow do I know if my birthday campaign is effective? Answer: To measure the effectiveness of your birthday campaign, you can track metrics like open rates, click-through rates, and redemption ratesYou can also gather customer feedback through surveys or social media to see how they respond to your messagesHow can I ensure that my birthday messages are GDPR-compliant? Answer: To ensure that your birthday messages are GDPR-compliant, you should obtain explicit consent from your customers to collect and use their data, including their birthdatesYou should also give customers the option to unsubscribe from your messages anytime </s>
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<s>[INST] IVR (Triggers and Actions) [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=VIqID2-Zkkk&feature=youtu.be https://www.youtube.com/watch?v=_o70jPrF-wM Our Interactive Voice Response (IVR) system revolutionizes your business communicationSeamlessly blending cutting-edge technology with intuitive design, our IVR features empower your customer interactions like never beforeHere's how: - Available only for LC Phone customers - Pro Tip: Use the "IVR" Workflow Recipe for a head startCreate a new workflow, then select the "IVR" Workflow RecipeTABLE OF CONTENTS Input Trigger: Gateway to IVR Record Voicemail Action Say/Play Action IVR Gather IVR Connect Call Business Example Input Trigger: Gateway to IVR Initiate your IVR magic by setting up your unique phone numberThe doorway to personalized, efficient conversationsPlease note once a phone number is mapped to a IVR workflow it cannot be mapped to any other IVR workflow Record Voicemail Action Enable callers to leave rich voicemails tailored to your brandConfiguration Stop Recording After (Seconds of Silence): Craft the perfect pause for thoughtful messagesStop Recording on Keypress: Give callers control, allowing them to end recording seamlesslyMax Recording Length (Seconds): Define the voice message duration, ensuring clarity and impactWhere can I find the Voicemail Recording You can find the voicemail recording the conversations tab or you can go to the contact tab and select the contact and check out the conversations as shown in the example below Say/Play Action Play professionally crafted messages or let our text-to-speech engine bring your words to lifeConfiguration Say or Play Message: Effortlessly switch between custom text and uploaded audio files, tailoring every interactionNumber of Loops: Fine-tune repetition for emphasis and comprehensionIVR Gather Collect user input intuitively, enhancing engagementConfiguration Say or Play Message: Guide callers through options with precision, fostering confident choicesText to Say: Personalize interactions, ensuring callers feel valued and understoodNumber of Loops: Adjust repetitions, aligning with your audience's paceStop Gathering After (Seconds): Strike the perfect balance between user input and efficient call flowConditional Logic for IVR Gather IVR Gather enables user input collection via Keypress, followed by specific actions or branching pathsBy utilizing the 'IF Condition' feature and selecting IVR Gather, you can establish distinct logic for different key pressesFor instance, 'Press 1 for service details' and 'Press 2 to book an appointment.' Each key press triggers specific branches, guiding callers seamlessly to the next step based on their input IVR Connect Call Merge calls effortlessly, connecting your clients to the right resources promptlyYou can either select a user from the dropdown who has a phone number or can simply choose to add a custom phone number, which is particularly useful when you would want to connect a call in an IVR on a different sub accountConfiguration Connect Call To: Define destinations swiftly, ensuring callers reach the right department or individualTimeout: Empower your callers by minimizing wait times, delivering a responsive experienceTime limit: Tailor conversation durations, balancing thorough support with streamlined interactionsBusiness Example: Hair Salon Let's see how one can setup an IVR for a Hair Salon: Imagine a client, Sarah, wanting a spa day at Salon Harmony: Input Trigger: Sarah dials the salon’s exclusive hotline, eager for a day of relaxation and beautyIVR Gather: She listens to options like "Press 1 for Massages, Press 2 for Facials," guiding her toward her desired treatmentsSay/Play Action: Sarah hears about your new aromatherapy massage and a rejuvenating facial, sparking her interestIVR Connect Call: Sarah is connected to a salon coordinator, who warmly discusses her preferences, customizing her spa experienceWith our IVR system, Sarah’s salon journey begins with effortless booking and ends with a pampering experience tailored to her desiresConsiderations to bear in mind 1Please ensure that you have published the workflow before calling the number added in the workflow2If the call ends the call at any point in the workflow - the contact would be moved to the next steps in the workflow 3If the caller exits the workflow - the call is disconnected by the workflow </s>
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<s>[INST] Page View Triggers for Funnels and Websites [/INST] The Page Visited Trigger feature allows users to set up automation based on customer page visits in WorkflowsThis document provides a step-by-step guide on how to utilize this feature effectivelyBy following these steps, you can effectively use the Page Visited Trigger feature to automate workflows based on customer page visits, enhancing your customer engagement and tracking capabilitiesTABLE OF CONTENTS Steps to create Pageview trigger in workflows Step 1: Navigate to the Workflow Step 2: Add Trigger: Funnel/Website Pageview trigger Step 3: Add Filters Step 4: Add Specific Page/Page path : Step 5: Add UTM parameters What are some of the usecases of this trigger Frequently Asked Questions (FAQs) Q: Can multiple websites or funnels be tracked simultaneously with this feature? Q: Is it possible to trigger workflows based on visits to specific pages or page URLs? Q: Can UTM parameters be incorporated into the Page View Trigger? Steps to create Pageview trigger in workflows The following steps can be followed to create funnels/website Step 1: Navigate to the Workflow Open the Automation tab and create a new workflow Step 2: Add Trigger: Funnel/Website Pageview trigger Choose the workflow trigger funnel/website pageviewNote that this trigger works when a contact has viewed a funnel/website Step 3: Add Filters Select the funnel/website on which you want to trigger pageviewStep 4: Add Specific Page/Page path : You can trigger the pageview on some specific pages instead of the whole funnel/websiteYou can trigger the pageview on some specific page URL as wellStep 5: Add UTM parameters You can also specify specific UTM parameters for campaignsFrequently Asked Questions (FAQs) Q: Can multiple websites or funnels be tracked simultaneously with this feature? A: Yes, users can select and track page visits across multiple websites or funnels, facilitating comprehensive engagement trackingQ: Is it possible to trigger workflows based on visits to specific pages or page URLs? A: Absolutely, users have the flexibility to specify particular pages or page URLs to trigger automation, allowing for more granular control over engagement processesQ: Can UTM parameters be incorporated into the Page View Trigger? A: Yes, users can include UTM parameters to further refine trigger conditions, facilitating targeted automation based on specific marketing campaign attributes </s>
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<s>[INST] How to clone templates in template library? [/INST] More Tutorials From the Community https://youtu.be/gkUtOinHmQY https://youtu.be/7ut-r0lnWPM To ensure that you have symmetry in your branding and reduce the time to build a new channel, it is effective to start from an existing template created by you and your team members. Who can do it? The rights are currently available to only Agency Admin Steps to Clone: Step 1. Navigate to the template library and hover over the template you wish to clone Step 2. Click on the three dots at the top right corner Step 3. Click on “Clone Template” and “Confirm” OR Step 1. Navigate to the template library and hover over the template you wish to clone Step 2. Open the template Step 3. Click on the three dots at the top right corner Step 4. Click on “Clone Template” and “Confirm” FAQs Who can clone templates? Agency admins have the access to clone templates Can we change the title of the cloned Email Template? Yes, click on the edit section to change the title of the cloned template. </s>
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<s>[INST] White Label the Android App [/INST] Please ensure you have purchased the White Label Mobile App Service ($497/month) from the Marketplace before you start the process in this article. https://app.gohighlevel.com/marketplace It's necessary to register for a Google Developer account in order to upload Android apps. Your Developer account is where you'll submit, as well as manage your apps. It costs a one-time fee of $25. We recommend setting up a second Google account for this purpose, so you can separate it from your other Google services (Gmail, Google Drive, Google+, etc.) if you already have a personal account. How-To: 1. Register for an Android Develop account here. You'll need to log into the Google account you'd like to use. 2. You'll be taken through a 4-step registration process. Check the agreement box and click Continue to payment. 3. Next, a pop-up window will prompt you to input your billing information. After you've filled it out, click Pay. 4. Finally, complete your account info. You should receive a confirmation email after you've finished! </s>
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<s>[INST] How to connect to your Facebook Page(s) [/INST] Social Planner gives you the ability to add all your fan pages to publish posts and engage with your Facebook audience through a Facebook PageFacebook Page Publishing Setup Guide Following the steps below, you will be able to connect your Facebook pages with the platform1If you have already connected your Facebook pages from any profile previously and want to add some new pages, you will have to 'Remove' the application from your Facebook Settings > Business Integration section on your Facebook account and follow the steps below all over again as demonstrated in the image below2To add all your Facebook pages, it is necessary that you have Admin rightsIt is mandatory for you to log yourself in with the same profile that has all the pages in which you are an adminDue to Facebook's recent API changes, it will no longer promote posting to Facebook personal profiles, however, you can add pages from different profiles for Social PlannerStep 1Go to Social Planner > Setting To get started, please go to Social PlannerIn the top right corner of Social Planner, there is a Setting option (Gear icon)Please navigate to Settings by clicking itStep 2Click on Connect a new page, Facebook Page The next step is to click on Connect a new Facebook page of the table as shown below to manage multiple Facebook PagesStep 3Give permissions to fetch Facebook page(s) If you're connecting any profile for the first time, you will have to make sure you give all the permissions to itPlease click Continue to complete the authorization process for fetching the Facebook page(s)Step 4Select Facebook Page(s) to connect It will list all the Facebook pages for this profile, select the list of the ones you wish to connect for Social PlannerStep 5Verify your connection Last but not least, all of the selected pages in the previous step will be listed down showing a successful connection; as shown in the image belowFollowing these instructions, you can add as many pages as you wish from the same or different Facebook profilesFacebook has two types of Pages - Classic and New Page experienceIf you are using the Classic page, please follow the above flowIf you are using New Page Experience, they will be required to add access to the following role: Troubleshooting Click here to go to the troubleshooting document Social Planner is available in New UI </s>
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<s>[INST] Action - Find Contact [/INST] Find a Contact with the matching values. Find Contact action can be used only with Inbound Webhook Trigger or Marketplace Triggers that carries any contact information. Find a contact with the Inbound Webhook or Marketplace Trigger data with any contact info. The action will be skipped if a contact is already part of the execution. Find a contact using any of the standard/custom field values. If multiple fields are configured the action will lookup for a contact that matches all the field values. Examples: Find a contact using contact id from Inbound Webhook Trigger or custom Marketplace Trigger. Store an external contact reference to a contact custom field, say "Stripe Customer ID" and find the contact from Inbound Webhook Trigger or Custom Marketplace Trigger using the same </s>
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<s>[INST] Glossary [/INST] This glossary is a listing of common terms and abbreviations found within or are related to the HighLevel software suiteIt is intended to be used in conjunction with other available resources to help further your understanding of the softwareTABLE OF CONTENTS A A2P 10 DLC A Record Affiliate Agency View API API Key Automations (Aut) B B2B B2C Bulk Actions BYOC C Calendar (Cal) Calendar>Appointments Per Day Calendar>Appointments Per Slot Calendar>Buffer Duration Calendar>Date Range Calendar>Minimum Scheduling Notice Calendar>Slot Duration Calendar>Slot Interval Campaign Chat Widget CNAME Record Company Contact (aka Lead) Conversations (Convo) Conversion Leads CRM CSS CSV Custom CSS (aka Custom Coding) D Dashboard, Agency Dashboard, Sub-Account DB DKIM DMARC DNS Domains Drip Mode E Eliza F F&S F&W Facebook Pixel (AKA Meta Pixel) FB Forms Forms>Custom Fields>Checkbox Forms>Custom Fields>Date Forms>Custom Fields>File Forms>Custom Fields>Large Text Forms>Custom Fields>Monetary Forms>Custom Fields>Multiple Options Forms>Custom Fields>Numerical Forms>Custom Fields>Phone Forms>Custom Fields>Radio Forms>Custom Fields>Signature Forms>Custom Fields>Single Options Forms>Custom Fields>Text Forms>Custom Fields>Textbox List Forms>Open URL Forms>Sticky Contact FTP Funnel Funnel Events G GMB (Google My Business) NOW know as GBP (Google Business Profile) H HTML HTTPS I IFrame IG IVR L Launchpad Lead Lead Events L-e-a-d-C-o-n-n-e-c-t-o-r (LC) Email L-e-a-d-C-o-n-n-e-c-t-o-r (LC) Phone LSA M Mailgun (MG) MVP O Opportunities P Pipeline PO PSU Q QA QB R Recipe Reports>Agent Reporting Reports>Appointment Reporting Reports>Attribution Report Reports>Call Reporting Reports>Facebook Ads Reports>Google Ads Reputation RSS S SaaS SEO Meta Data Settings>Custom Fields Settings>Custom Values Settings>My Staff Settings>Reputation Management Smart Lists SMTP Snapshot Snapshot>Imported Snapshot>Own Snapshot>Vertical SPF Split Testing SSL Stage Distribution Stages Sub-Account Survey>Multiple Choice Questions> Conditional Logic T Tags Tasks Team Templates Trigger Links TS Twilio U UI Unified Mailbox URL User UTM V VM W WA Web Domain Webhook Website White Label (WL) Workflow WP Z Zapier A A2P 10 DLC (Technical Jargon Abbreviation) Application-to-Person (A2P) type messaging via standard 10-digit long code (10 DLC) A Record An A record maps a domain to the physical IP address of the computer hosting that domainInternet traffic uses the A record to find the computer hosting your domain's DNS settingsThe value of an A record is always an IP address, and multiple A records can be configured for one domain nameAffiliate An affiliate is a person or organization officially attached to a larger organizationAs an agency-level user, you are an affiliate of HighLevel and can refer others to the HighLevel software through an affiliate link to gain your own affiliatesIf the referral purchases the software, then you earn a commission for that referralFor more information about the affiliate program, please visit the Solutions page in the HighLevel Support PortalAgency View The first view that Agency Users see when they login to the platformThis view is where Agencies will manage system-wide settings and communicate with HighLevelAgencies can use this level to access the Marketplace, Ideas board, University courses, and SupportAll other features are at the sub-account levelAPI (Technical Jargon Abbreviation) Application Programming Interface API Key API keys are used to make secure connections between 2 platforms without the need to log in each time the connection needs to be madeAn API key is often needed to set up Mailgun or SMTP services or create integrations with platforms not already created within the Highlevel platformAutomations (Aut) Automation is a series of events set off by a specific actionYou might imagine a series of dominos all set up to fall over in sequence when a ball rolls to hit the first oneIn this same way, automation can be set up to fire off any series of messages, and back-end processes after a contact does a certain activity (i.e., submitting a form or booking an appointment)Includes: Workflows, Campaigns, Triggers." Back to Top B B2B (Commonly Used Abbreviation) Business-to-Business B2C (Commonly Used Abbreviation) Business-to-Customer Bulk Actions Bulk actions are a convenient way to take action for a group of contactsBYOC (Commonly Used Abbreviation) Bring Your Own Channel Back to Top C Calendar (Cal) The calendar feature replaces the need for an external booking widgetCustomers often try to get their leads on calls to discuss tactics, do demonstrations, or provide servicesThe team's calendars can allow a single user to offer multiple appointment types(i.e., spas, and salons) or for multiple users to get round-robin assigned to the same type of appointment (i.e., sales calls)Calendar>Appointments Per Day The appointments per day refer to the total number of appointments that can be booked on a single dayFor example, if there are 30-minute appointment slots in an 8-hour day, that's 16 appointments per dayThat may not be desired, so setting a number of appointments per day will limit the number of appointments to that number on a daily basisCalendar>Appointments Per Slot The appointments per slot refer to the number of people who can book an appointmentNormally, this is kept at 1 unless a multiperson event such as a webinar existsCalendar>Buffer Duration Buffer Duration determines how frequently appointments can be booked in relation to each other by adding a buffer time after every appointmentFor example, if an appointment slot duration is 30 minutes and is set for 10 AM with a buffer of 15 minutes, the very next appointment time would be 10:45 AMCalendar>Date Range The date range refers to how far in advance an appointment can be bookedCalendar>Minimum Scheduling Notice The minimum scheduling notice is the minimum amount of time an appointment must be booked ahead of the requested appointmentCalendar>Slot Duration Slot Duration determines the length of the appointmentCalendar>Slot Interval Slot Interval determines how frequently the appointments are availableCampaign A campaign refers to the software portion where you will set up various online avenues to promote your products and servicesChat Widget A pop-up can be placed on a website to gather contact info and create a conversation for the contactThink of it as a sophisticated contact us form since there is no two-way chatting on this featureAll follow-ups will be done over the phone or by emailCNAME Record A Canonical Name or CNAME record is a type of DNS (Domain Name System) record that maps an alias name to a true or canonical domain nameIn other words, it's the "master version" of a page on your website that you want search engine crawlers to findAs you launch marketing campaigns and track users, information gets added to the end of your unique page URLsFrom the crawlers’ point of view, this means you have multiple versions of the same page without a clear indication of which one is "right." When you set up a canonical URL in the page's HTML, you tell search engines which version of the page you want visitors to seeCompany The company is the place where you can make changes to the client's business informationContact (aka Lead) A profile of an individual who can be tracked on the platformTypically, the profile includes the name, contact methods, additional info about the individual, a history of activity, and appointments bookedConversations can also be held on the contact profile(See also Lead) Conversations (Convo) Many companies have a presence across many communication channels (i.e., SMS, email, Facebook messenger)The conversations area allows users to see all the messages from the lead regardless of the platform or contact methodThis means customers no longer have to flip through multiple tabs and applications to track what was said to the leadConversion Leads Facebook conversion leads integration helps your Facebook lead ads optimize for the quality of leads instead of the volume of leadsWhen users submit the lead form, their contact information is captured and synced in Highlevel's CRMThis contact information can then be used to follow up with the leads to nurture them and move them further down the sales funnelAs each Lead moves through the sales funnel, the conversion leads integration allows the advertiser to share the lead status with Meta, which allows Meta to optimize the lead ad for increased lead-to-sales conversionCRM (Technical Jargon Abbreviation) Customer Relationship ManagementThe CRM is the list of contacts in the system and the tools you have to interact with themWe provide options to book appointments, send them communication, and maintain data about each individualCSS (Technical Jargon Abbreviation) Cascading Style Sheets CSV (Technical Jargon Abbreviation) Comma-separated values Custom CSS (aka Custom Coding) CSS coding can be used to modify the appearance of the platformHTML coding can be used to modify the functionality of the platformWe typically do not do builds or provide support for any custom coding, but we have several partners that can provide these servicesBack to Top D Dashboard, Agency The Dashboard at the Agency level shows Stripe revenueIt is meant to be a quick snapshot to show agencies what they have earned from building their business with HighLevelThis area will show more features in the future, much like the Sub-Account dashboards do nowThere are no settings to change or modify the dashboard, so users must use custom coding to add additional featuresDashboard, Sub-Account The Dashboard in the Sub-Account displays graphics and metrics based on the pipeline as well as some quick looks at daily activitiesUsers will see the full potential value of all the pipelines, the distribution of contacts across each platform, and see the count of opportunities from each sourceNote: The lead source widget looks at the opportunity source separate from the Contact SourceUsers can also quickly access their manual actions and tasks within the dashboardDB (Commonly Used Abbreviation) Database DKIM (Technical Jargon Abbreviation) Domain Keys Identified Mail DMARC (Technical Jargon Abbreviation) Domain-based Message Authentication, Reporting, and Conformance DNS (Technical Jargon Abbreviation) Simply put, Domain Name System (DNS) is the internet's phone bookThe system converts website domain names (hostnames) into numerical values (IP address), so they can be found and loaded into your web browserDomains A domain is a part of the web address nomenclature someone would use to find your website or a page of your website onlineIt is a string of text associated with the numerical IP address of a website that's much easier for people to remember and searchA domain is often compared to a home addressYour friends don't memorize your house's GSP coordinates whenever they want to visit youInstead, they plug in your street address into their phonesThe same goes for visiting a websiteInstead of memorizing a website's IP address, visitors type in the domain into their browserDrip Mode Drip Mode is a feature that allows you to send the email campaign in timed batches rather than to your whole audience simultaneouslyThis helps control traffic to your websites or funnels and prevents potential tension on your serverBack to Top E Eliza Eliza Agent Platform is the AI Chat Bot offered by HighLevel and our partnersThe idea is that the bot can be placed on a website where a customer can chat and converse with a bot to get most of their questions answeredIf, at any point, the bot does not understand how to respond, a human rollover feature will kick in, and one of our partners will take over the chat from thereThe agent will then teach the bot how to respond in the future so that Eliza continues to grow to provide the most accurate answersThere is a monthly cost to the serviceBack to Top F F&S Abbreviation for Forms and Surveys F&W Abbreviation for Funnels and Websites Facebook Pixel (AKA Meta Pixel) The Facebook pixel is a piece of code that you place on your websiteIt collects data that helps you track conversions from Facebook ads, optimize ads, build targeted audiences for future ads and remarket to people who have already taken some action on your websiteThe Facebook Pixel ID is the specific ID number associated with your accountFB (Commonly Used Abbreviation) Facebook Forms A feature that allows leads to provide information to the account usersAll fields are listed and visible on one pageForms>Custom Fields>Checkbox A custom field with multiple options listed which can be multi-selected via checking multiple checkboxesForms>Custom Fields>Date A custom field that requires a numerical input only and will format it as a dateForms>Custom Fields>File Upload A custom field that allows for files to be uploadedYou can limit this field to specific file typesForms>Custom Fields>Large Text A custom field that can be used for multiple lines of entryForms>Custom Fields>Monetary A custom field that requires numerical input only and will format it as moneyForms>Custom Fields>Multiple Options A custom field with a drop-down list of choices will allow for multiple selectionsForms>Custom Fields>Numerical A custom field that requires numerical input onlyForms>Custom Fields>Phone A custom field that requires numerical input only and will format it as a phone numberForms>Custom Fields>Radio A custom field with multiple options listed and only one option may be selected by clicking the corresponding radio buttonForms>Custom Fields>Signature A custom field is used to accept a signatureForms>Custom Fields>Single Options A custom field with a drop-down list of choices will only allow for a single selectionForms>Custom Fields>Text A custom field that can be used for a single line of entry onlyForms>Custom Fields>Textbox List A custom field which provides a list of options, but there is a text field that allows for data entry next to the optionsFor example, on a t-shirt order form, there might be size options, small, medium, large, extra large, etcNext to the sizes would be a text field where someone could enter the quantities for each sizeForms>Open URL Open URL refers to a backend process to open another website when the form is submittedThe caveat is that if there is not a URL listed to open for this process, the page will refresh and will appear to the customer that the submission didn't workForms>Sticky Contact The ability for HighLevel to remember the device submitting forms and the last information used in a form or surveyFTP (Technical Jargon Abbreviation) File Transfer Protocol Funnel A series of web pages that guide a lead through one or more action steps to get them to accomplish the marketing goalFunnel Events The events are sent from a web server to record the events when the user visits the page, adds products to a cart, purchase, subscribe, submit an application, and moreTo learn more about how to set up Funnel Event Pixel using FB CAPI, please read this articleBack to Top G GMB (Google My Business) NOW know as GBP (Google Business Profile) A free service that lets you provide more detail about your business when it appears in search: beyond a URL and description, you can add photos, videos, telephone numbers, business hours, a delivery area, and links to reservation servicesA cover photo and snippets from Google Maps and Google Street View help potential customers know what to expect when they arrive for the first timeA word of warning: Users can suggest edits to your profile, so check it regularly for accuracyBack to Top H HTML (Technical Jargon Abbreviation) HyperText Markup Language HTTPS (Technical Jargon Abbreviation) HyperText Transfer Protocol Secure Back to Top I IFrame An iframe is a section of a web page that contains content that comes from another pageIt’s a page within a pageIframes are typically used to pull in content from third partiesFor example, you can set up iframes on your website to display banner ads from Google Ads or another ad networkIframes are different from framesets (also called just “frames”), which were used in the early days of the internet to make page layouts easier and navigation consistentIG (Commonly Used Abbreviation) Instagram IVR (Technical Jargon Abbreviation) Interactive Voice Response Back to Top L Launchpad The LaunchPad tab in the Sub-Account allows users to get a quick start on integrations and adding team members, giving clients the ability to start utilizing the platform immediatelyLead A person who has shown interest in your company's product or service“Lead” is a term used more often in the sale of business-to-business (B2B) products and services than the retail or consumer packaged goodsLeads can come from website users who complete a contact form, trade show attendees who provide contact information in person, or lists you purchase from another company, such as a list brokerSales and marketing professionals further vet, or “qualify,” leads to prioritize their fit with the company’s buyer profilesLead Events The LeadConnector CRM sends the events with how the Lead moves across the pipeline stagesFor example, a Business creates a pipeline name Lead GenerationThe leads are moving across the pipeline stages, from new leads to booked or abandoned onesWith Lead events, LeadConnector CRM sends the data to Facebook Conversion API - with CRM being the data sourceL-e-a-d-C-o-n-n-e-c-t-o-r (LC) Email LC Email System is designed to help businesses avoid the hassle of signing up for Mailgun or any 3rd party email service providerIn the past, when a business signed up, they would need to either integrate with Mailgun or another email service provider to send/receive emailWith LC Email, sending & receiving email works right out of the boxL-e-a-d-C-o-n-n-e-c-t-o-r (LC) Phone LC Phone System is an out-of-the-box phone service for agenciesIt is designed to help agencies avoid the hassle of signing up for any 3rd party SMS service providersThe service allows agencies to recoup costs for messaging done from within the platform by providing an intuitive interface with automated usage billing capabilitiesSub-accounts can use LC Communications’ system to send voicemail drops, make calls, and send SMS quickly and easily from any device or locationLSA (Commonly Used Abbreviation) Local Services Ads Back to Top M Mailgun (MG) Mailgun is a third-party service we use to send emails in bulkMailgun is the native integration for the email services providerTo use Mailgun, customers will need to be subscribed to the Foundation 50K level, allowing 50,000 messages to be sent from that account in one month with unlimited sending domainsIt is recommended that each sub-account in HighLevel be set up with its own unique sending domainMVP (Commonly Used Abbreviation) Minimum Viable Product Back to Top O Opportunities A card in the pipeline represents the chance to sell a product or serviceA contact may have more than one opportunity associated, but one opportunity cannot be associated with multiple contactsBack to Top P Pipeline The visual representation of the sales stages leads to the development processRepresented by columns where Opportunities are stackedPO (Commonly Used Abbreviation) Product Owner PSU (Commonly Used Abbreviation) Priority Support Upgrade Back to Top Q QA (Commonly Used Abbreviation) Quality Assurance QB (Commonly Used Abbreviation) Quickbooks Back to Top R Recipe Similar to a Workflow Template, a Recipe is a pre-made workflow provided by HighLevel for a quick automation solutionReports>Agent Reporting Agent Reporting, available in the Pro plan only, is designed to show you how your whole team is doing in one quick glance, which includes a leaderboard functionReports>Appointment Reporting Appointment Reporting provides insights about appointments being booked within sub-accountsReports>Attribution Report The attribution report shows where and how customers came into the platformReports>Call Reporting Call Reporting shows totals of calls in each status and has a list of calls with their recordings if the option is activatedReports>Facebook Ads Facebook Ads shows a variety of performance metrics on the ads listed on the Facebook platformReports>Google Ads Google Ads shows a variety of performance metrics on the ads listed on the Google platformReputation The Reputation tab of the Sub-Account level allows users to see and manage the reviews left on Google and FacebookThere is a dashboard where the overall reputation can be visualized, a Reviews section where users can reply to the reviews that have been left, and settings for a review widget that can be placed on a company's websiteRSS RSS stands for Really Simple Syndication, a standardized system for distributing content from a website or blog to readersBack to Top S SaaS (Commonly Used Abbreviation) Software as a ServiceThe practice of selling and delivering applications over the Internet as a serviceSEO Meta Data (Search Engine Optimization) The practice of optimizing labels and keywords attached to a web page to make it appear higher on the lists shown in search enginesSettings>Custom Fields Additional fields can be added to the contact profile to capture custom information about an individualSettings>Custom Values Custom values are used as fill-in-the-blank fieldsCustom Values are a change once, update everywhere field that can be used in various places in the HighLevel systemFor example, if you were deploying a field to have someone input data about Google but then decided you wanted to collect data about Facebook instead, changing the information in Custom Values would then, in turn, change all the places where that Custom Value was being usedSettings>My Staff The My Staff setting in sub-accounts is where you can manage the team members for the sub-accountYou can also manage teams and team calendars in this settingSettings>Reputation Management The Reputation Management setting is where you will set up customized review messages, so you don't have to send out manual messages to customersThey can be sent manually within this setting, picked up by automation, or through quick actions with options to set up as email or text messagesAdditionally, you can customize a review widget and embed the code onto a webpageSmart Lists Smart Lists are enhanced contact listsYou can use filters to search/sort against different parameters, identify which columns of information you want to see, create targeted lists, and apply bulk actionsAs the underlying contact data is updated, they will be automatically added/removed to/from your targeted listsSMTP (Technical Jargon Abbreviation) Simple Mail Transfer Protocol Snapshot Snapshots are copies of a particular sub-account at a particular point in timeThe idea is that users will build a stand-alone sub-account with automation and webpage templates that include a copy with custom valuesThis will allow the template to be updated and copied into new or existing sub-accounts, bringing over all the templatized featuresSnapshots are used to drastically reduce the amount of time an agency would need to set up sub-accounts so their customers can quickly start using the productSnapshot>Imported Imported snapshots are snapshots you have received from someone else via a copied URL link or an emailBoth can be imported and will appear in the Agency dashboard in the imported snapshots subtab under account snapshots or snapshots in settingsSnapshot>Own Snapshots created by the agency will appear in the Own Snapshots tabSnapshot>Vertical HighLevel provides vertical snapshots for agencies to use in their customers' profilesSPF (Technical Jargon Abbreviation) Sender Policy Framework Split Testing Split testing (also known as A/B email campaigns) allows you to test up to 6 different versions of an email campaign with your recipient listBy testing multiple variations of your email campaigns, you can get valuable insight to help create content that resonates with your audience and drives them to actionSSL (Technical Jargon Abbreviation) Secure Socket Layer Stage Distribution Stage distribution is a chart graphically showing the stages and their current conditionsStages A stage is any point along the path during the process of moving a lead to a winSub-Account Also known as Account or LocationIn this view, users can manage the CRM, create funnels and websites, set up booking widgets, and much moreAn agency will need its own sub-account to access these features for itselfSurvey>Multiple Choice Questions> Conditional Logic Surveys allow you to create and send surveys to your contactsThe survey builder allows you to direct your contact through conditional logic questionsIn other words, the survey will follow a specified path based on their response to certain questionsThis only works for checkbox, radio, and single optionsBack to Top T Tags Tags are a way of categorizing your contactsYou can tag any contact in your contacts list with one or more tags to help you find it again laterTags are used for searching, browsing, sorting, and organizing contentThey also allow you to fire off automation, bulk Emails, SMS etcTasks A task needs to be done and assigned to a user at the sub-account levelTeam A team is made up of users (aka employees) specific to agencies and accountsAn agency team member can access all the accounts within that agency and can message customers, modify settings, create funnels, etc., depending on their permissionsAn account team member is a specific employee within the account and is taken directly to the sub-account dashboard when logging in; they can access sub-account functions depending on their permissionsTemplates Rather than duplicating effort when sending out communications, the Email Marketing tab in the Sub-Account level can be used to create email and SMS templatesIn other words, build once and use over and over againThere are options for plain text email and SMS templates, but there is also a graphic email builder that can make a company's message more excitingIt includes a drag-and-drop editor allowing text, images, videos, and buttons to be organized in a beautifully designed layoutTrigger Links A stand-alone series of back-end processes that will happen based on a specific action a contact may takeTS (Commonly Used Abbreviation) Troubleshooting Twilio Twilio is a connection between the internet and traditional communication infrastructure through the use of APIs to make the whole communication process easierBack to Top U UI (Commonly Used Abbreviation) User Interface Unified Mailbox A unified mailbox refers to the Highlevel functionality that allows for multiple communication sources to be seen all in one place including email, text messages (SMS), etcURL A URL, or Uniform Resource Locator, is the address of a website or web page on the internetIt’s a unique web address that will lead you to a specific webpageEvery page on the internet has its own URL, just like the one you are on nowUser A person who is given access to the platform to message customers, modify settings, create funnels, etc., depending on their permissionsUTM (Technical Jargon Abbreviation) Urchin Tracking ModuleThese codes are snippets of text added to the end of a URL to help you track where website traffic comes from if users click a link to this URLBack to Top V VM (Commonly Used Abbreviation) Voicemail Back to Top W WA (Commonly Used Abbreviation) WhatsApp Web Domain A Web or Website Domain, simply put, is the name of a website - gohighlevel.com, for example, but it's not the only way to get to a websiteYou could always use the IP address if you wanted to memorize a string of numbersSo, that's what domains are for an easier way to navigate to a particular website via a nameWebhook A stand-alone flow for a third-party platform built through an API that can be triggered by automation in HighLevelWebsite A collection of web pages with a navigation menu that allows a lead to go to whichever page in whichever order they chooseWhite Label (WL) White Label or white labeling refers to a practice where one company creates products or solutions and another company purchases and rebrands those products or solutions to offer to their customers with their brandingWorkflow A combined series of external communications and back-end events that happen automatically based on a predetermined contact actionWP (Commonly Used Abbreviation) Wordpress Back to Top Z Zapier Zapier is a tool that helps you automate tasks between web appsThe automatic workflows, called Zaps,send information from one app to anotherBack to Top </s>
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<s>[INST] How to sell Yext as part of a SaaS Offer [/INST] If you are an agency already doing SaaS you may wish to leverage Yext reselling to add value to your plans (especially to your higher plans)Covered in this article How do I resell Yext as part of a SaaS Offer? How will my Client set up Yext after purchasing my SaaS Plan? How do I see which locations signed up for my Yext Offer? To resell Yext as part of a SaaS Offer, follow the instructions below Pre-requisites You must be on the pro plan and have your plans configured on the SaaS ConfiguratorRefer to this article for help - https://help.gohighlevel.com/support/solutions/articles/48001184920 You must have your Stripe account connected to the agency levelRefer to this article for help - https://help.gohighlevel.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard Important: Please note that once the Agency Stripe account is connected, it can not be changed laterSo please ensure that you are connecting the right Stripe account to your agencyYext offers a community for users to learn all the different ways they can use their platformThe Yext’s hitchhikers Course contains everything you need to start making great search experiencesJoin a community of people who share their knowledge and experience with othersYou can get help from experts in your field by joining online communitiesHow do I resell Yext as part of a SaaS Offer? Head over to Agency view -> Reselling tab -> Re-sell Yext Listing card Check the box that says "Offer Yext as part of a SaaS Plan" and select the plan(s) you wish to offer this onHit "save" Important Please note that when you select a plan, all higher plans are offered Yext automaticallyFor example, if you select "Standard Plan and Above" in the dropdown, your professional plan & premium plans will automatically have the Yext offer enabledHow will my Client set up Yext after purchasing my SaaS Plan? All other steps for setting up Yext, managing yext, client notifications, etc will remain the same as discussed in this article - https://help.gohighlevel.com/support/solutions/articles/48001196389-online-listing-overview-setup-doc This setting will not affect your existing clients and will only apply to new SaaS clients you sign up in future (after making the changes shown above) How do I see which locations signed up for my Yext Offer? Head over to Agency view -> Agency Settings -> Click on Billing </s>
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<s>[INST] Automatic abandoned cart checkout emails for online store [/INST] What is an Abandoned Cart? An abandoned cart occurs when a potential customer adds items to their online shopping cart but does not complete the checkout processThis can happen for various reasons, such as distractions, technical issues, or uncertainties about the purchaseWhy are Abandoned Checkout Notifications Important? Automatic abandoned checkout notifications are crucial for re-engaging potential leads and converting them into customersBy sending timely reminders to users who have abandoned their carts, you have the opportunity to bring them back to your online store and encourage them to complete their purchasesThis feature helps in maximizing revenue and optimizing the conversion rate of your e-commerce businessHow it Works The automatic abandoned checkout notification feature is enabled by default for all businessesThis means that, without any additional action on your part, abandoned checkout emails will be sent to customers who have provided their email addresses and other details but did not complete the checkout processBy default, the system sends notifications after 10 hours of cart abandonmentHowever, businesses have the flexibility to customize this timing to better suit their strategyThis settings is available under Payments -> Settings -> Notifications at the sub-account levelCustomizing Abandoned Checkout Notifications 1Override Default Email Templates You can enhance the effectiveness of your abandoned checkout notifications by customizing the email templates under the email template builderTo do this, follow these steps: Use the Checkout page URL custom value under E-commerce custom fields to direct customers to the abandoned checkout page with items already added to their cartUtilize the Products list page URL custom value under E-commerce to direct customers to the generic products list page with all items that you sell on your online store 2Dynamic Product Display Make your abandoned checkout emails more visually appealing and personalized by using the shopping cart element available in the email builderThis allows you to dynamically display the products that are currently in the customer's cart directly within the email contentThis is useful for businesses that require a custom email template to display items in cart dynamically 3Adjust Notification Timing If the default 10-hour timing for abandoned checkout notifications doesn't align with your business strategy, you can change itSimply navigate to Payments -> Settings -> Notifications and modify the timing to suit your preferences The default email template will be sent for all businesses without any additional steps requiredThe default email template used by the system looks like this, with the products getting dynamically displayed </s>
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<s>[INST] Configuring User Limits for SaaS Sub-Accounts [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=jbbZX18_0tw https://www.youtube.com/watch?v=KsuZU3IJ7Bs&feature=youtu.be SaaS mode now allows you to restrict the number of users that can be added to sub-accounts. The limit only applies to the number of sub-account level users that can be added. You can still add as many agency level users to the sub-account as you require. TABLE OF CONTENTS Configuring user limits for SaaS plans Updating user limits for specific sub-accounts Configuring user limits for SaaS plans Step 1: Go to the SaaS configurator. Select ‘Edit Details’ for the plan you need to set the user limit for. Step 2: Go to the ‘Usage Limits’ tab. ‘User limit’ option can be found there. Step 3: By default, unlimited users are allowed. Enable the User Limit toggle and set the desired limit for this plan. Step 4: Select 'Save'. The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them. Updating user limits for specific sub-accounts Step 1: Go to the Sub-accounts page at the agency level. Select the sub-account you need to set the user limit for. Step 2: Once you are on the ‘Manage Client’ page, navigate to the ‘Usage Limits’ section. User limits can be found there. Step 3: Set/update the desired limit and select ‘Save’ The user limit that is set on the 'Manage Client' page overrides the limit of the subscribed plan for that sub-account. If the sub-account upgrades their plan, then the limit will also be reset according to their new plan. </s>
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<s>[INST] One Time Link [/INST] More Tutorials from the Community https://youtu.be/mC2nQZ1oH5c https://youtu.be/zSpu_5q566Q https://youtu.be/9n-jJgJYwps?si=3mb22zUyMqGuLM8u%EF%BF%BCdotcomquest1@gmail.com https://youtu.be/LfjRdGikkL0 In This Article What is a One Time Link? Why are One Time Links important? How to Share a One Time Link? What Happens After Booking? Related Article Workflow Action for Generating One Time Link What is a One Time Link? A One Time Link is a unique scheduling link to your calendar, designed to automatically expire once an appointment has been scheduled.Unlike the permanent link or the scheduling link, a One Time Link offers a one time access to your calendarWhy are One Time Links important? One Time Links are valuable across businesses, particularly for individuals who prefer not to share their entire calendarThese links automatically expire after each booking, giving you more control over your availability and preventing unwanted bookingsOnce someone uses the link to book time with you, they can't do it again unless you give them a new linkThis also prevents attendees from sharing your availability with people you don't knowHow to Share a One Time Link? To share a one time link to your calendar: Navigate to Calendar Settings > CalendarsClick on the three dots next to your calendar and select "Share." Note: You can now access the Scheduling Link, Permanent Link, One Time Link and Embed Code from the "Share" option in Calendar Settings In the sharing options, locate the "One Time Link" tabClick on "Copy" to easily copy & paste the One Time Link wherever neededTo create a new link, click on the "Generate New Link" option to obtain a fresh URLWhat Happens After Booking When a booking is made and the link expires, if someone attempts to schedule another appointment using the same link, they will be prompted to contact the owner as the link has already expiredThis ensures that only valid and current links are used for scheduling purposes </s>
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<s>[INST] Client Portal - Single Sign On (SSO) and Magic Links [/INST] We are excited to introduce a groundbreaking feature in our client portal experience—Single Sign-On (SSO) Magic Links for individual client portal apps! This enhancement is part of our ongoing commitment to providing a seamless and efficient user experience. With SSO Magic Links, accessing your favourite client portal apps is now easier than ever. In This Article How to generate and use Magic Links: How to use magic links as custom menu links: How to generate and use Magic Links: Users can effortlessly generate magic links directly from the Client Portal Dashboard for individual client portal child apps, including Courses, Communities, and Affiliates. Go to Client Portal Dashboard: Navigate to the client portal dashboard on Highlevel platform. Access Actions Menu: Click on the "Actions" menu located in the dashboard. Generate Magic Link: Select the "Generate Magic Link" option from the menu. Choose Relevant App: Choose the relevant Contact or Client Portal child app (Courses, Communities, or Affiliates) for which you want to generate the magic link. Generate the Link: Click on the "Generate" button to create the magic link for the selected app or contact Utilize the Magic Link: Once generated, use the magic link to access the chosen app directly without the need for a separate sign-in process. How to use magic links as custom menu links: Magic links can be seamlessly embedded as custom menu items within the client portal. To use Custom Menu magic links, go to Agency ➝ Settings ➝ Custom Links and add your desired link as a menu item Sub-Account and agency users can now enjoy the convenience of direct access to their respective child apps without undergoing a separate sign-in process. This not only saves time but also enhances the overall user experience. </s>
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<s>[INST] How To Set Up A PayPal Integration [/INST] </s>
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<s>[INST] How to enable and rebill LC Premium Triggers & Actions for Workflows [/INST] - 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 agencyCovered in this Article: What are Premium Triggers & Actions? How does it work? New Premium Triggers Inbound Webhook New Premium Actions Google Sheets Slack Notifications Custom Outbound Webhook Date/Time Formatter Number Formatter Workflow AI-Chat GPT How to enable LC Premium Actions & Triggers at the Agency level LC Premium Triggers & Actions Pricing LC Premium Actions-vs-Zapier Cost Re-billing the costs to your clients and making a profit How to turn on re-billing for my clients? Some Examples of Re-billing How does re-billing work? White-labeled instructions for your clients What are Premium Triggers & Actions? Are you looking to take your workflows to the next level? If so, you must check out Premium Triggers & Actions, now available in the Workflow builder! LeadConnector (LC) Premium actions and trigger unlocks advanced capabilities such as connecting workflows to external systems or software - without using expensive third-party automation tools like Zapier, Integromat, or PabblyConnectWith Premium Triggers & Actions, you can integrate systems like Slack and Google Sheets into a workflow and catch inbound webhook actions (Post requests) within the same processEven better, you can pass the cost of rebill executions onto your client at your desired markupHow does it work? New Premium Triggers Inbound Webhook An Inbound Webhook is a powerful feature that enables an external system to send data to your CRM automaticallyWhenever an event occurs in the external system, you can trigger a workflow in your CRM by sending an HTTP POST request to a specific URL associated with the triggerThis real-time data transfer capability enhances the functionality of your CRM by allowing it to integrate seamlessly with other systemsFor more information, please refer to this articleNew Premium Actions Google Sheets The Google Sheets Premium Workflow Action is a powerful tool that allows users to automate various data management tasks within their Google Sheets documentsThis feature enables you to create, update, delete, and look up rows in your spreadsheets without any complex third-party integrationsThis helpful article will guide you through setting up and using the Google Sheets Premium Workflow Action to streamline your data management processesFor full details and use cases, please refer to this help article - Slack Notifications Workflow Slack Premium Action is an advanced communication feature designed to automate and streamline messaging within Slack, a widely-used team collaboration toolThis feature allows users to send targeted messages to specific users, private or public channels within their Slack workspaceA user-friendly interface and customizable options ensure effective communication by enabling users to set up and schedule notifications based on their needsThe action offers three main events: Sending a message to a user: Users can choose from four options to send a direct message to the right person: Assigned User, Custom Email, Internal User, or Slack UserEach option serves a unique purpose in determining the Message's recipient, ensuring accurate and efficient communicationSending a message to a private channel: Users can select a private channel within their workspace to send messages, which will appear as if sent manually by the User who created the Slack integrationThis allows for secure communication within a select group of team membersSending a message to a public channel: Users can choose a public channel within their workspace to broadcast messages, making information accessible to all workspace membersFor full details and use cases, please refer to this article Custom Outbound Webhook The Custom Webhook - LC Premium Action is a powerful and flexible feature that enables real-time communication between your CRM system and third-party servicesIt allows you to configure and send custom data requests to specified URLs using different HTTP and authorization methodsThis feature also supports adding headers, query parameters, and mapping custom values to create a tailored request structure that meets your needsWith autocomplete suggestions and user-friendly interfaces, the Custom Webhook streamlines data exchange and ensures accuracy in your workflowsHowever, it is crucial to consider API response success and server limitations when using this feature to prevent errors and disruptions in workflow executionFor full details & use cases please refer to this article: Date/Time Formatter The Date/Time Formatter action is a versatile tool that allows users to reformat date or date and time structures and compare dates within workflowsThis feature enables easy conversion of date formats for compatibility with different applications, database storage, or communication channels like email, SMS, or SlackIt also facilitates the comparison of dates to calculate the difference in days, simplifying date-related calculations and decision-makingPlease refer to this article for more instructionsNumber Formatter The Number Formatter is a powerful tool designed to enhance your CRM experience by providing seamless number formatting capabilitiesEffortlessly convert, standardize, and format numbers, currencies, and phone numbers to meet regional requirementsUnlock new levels of automation and personalization in your workflows, ensuring accuracy and consistency across your CRMElevate your business operations with the Number Formatter Premium Action, and enjoy a world of streamlined data handling and improved customer engagementThis article has more information about thisWorkflow AI-Chat GPT Introducing the Workflow AI Premium Action, a transformative tool that enhances your business processes by leveraging artificial intelligenceSeamlessly integrate AI into your workflows, utilizing the power of ChatGPT from OpenAI for a myriad of tasks, such as content generation, email crafting, and intent recognitionUnlock new dimensions of automation and personalization in your workflows, ensuring responsiveness and contextuality across your business operationsElevate your business efficacy with the Workflow AI Premium Action, and experience a revolution in process automation and customer engagementThis Article covers more detailsHow to enable LC Premium Actions & Triggers at the Agency level To enable LC Premium Triggers & Actions for your whole Agency (including all your Sub-Accounts), head into your AgencyLevel > Settings > Company > LC - Premium Triggers & Actions and enable the toggleYou can enable or disable the LC Premium Triggers & Actions feature or rebill for each Sub-Account in Agency Settings > LC Premium Triggers & ActionsYou can access Sub-Account Settings only if LC Premium Triggers & Actions is enabled at the Agency LevelPlease Note: Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access LC Premium Triggers & ActionsLC Premium Triggers & Actions Pricing Once Premium Actions & Triggers are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executionsOnce the 100 free executions are consumed, 0.01$/execution will be debited from the Agency Wallet for each execution from any Sub-Accounts usages UNLESS re-billing is enabled (see below for more info)LC Premium Actions-vs-Zapier Cost 1Zapier base plan is $30/mo for 750 actions ($0.04 / execution) 2LC Premium Actions is $0.01 / execution 3LC Premium Actions are much cheaper than Zapier (1/4th the cost) 4This allows the agency to markup upto 4x for their clients and still be competitive with Zapier How Zapier Charges-vs-LC Premium Actions 1Zapier charges in bucketsSo after $30/mo, you need to go to $59/mo, then $74/mo, then $134/mo 2LC Premium Actions charge pay-as-you-go, and that's why it is more economical 3Agencies that re-bill collect money from their clients ahead of time (prepaid), which helps them maintain better cash flowRe-billing the costs to your clients and making a profit (only for 497 SaaS Agencies) Once you have enabled Premium Actions in your agency account, it will be automatically enabled for all your clients to useYou can bill your clients at cost or add an additional markupHow to turn on re-billing for my clients? Ensure you have enabled LC Premium Triggers and Actions for your Agency first(see instructions) If the sub-account isn't in SaaS Mode already, switch the sub-account into SaaS Mode by going into your Agency account > Accounts tab > Scroll to the sub-account > Click the three dots icon and select "Switch to SaaS." How to convert a location to SaaSIn Agency account > Accounts tab > Scroll to the Sub-Account > Click the View Details link > Scroll to the LC - Premium Triggers & Actions for Workflow Re-Sell Settings section and toggle it onUse the slider to set the amount of markup you like to make and hit save! Rinse and repeat for all your Sub-Accounts where you wish to rebill for usageSome Examples of Re-billing LC Premium Triggers and Actions are disabled below, meaning the Agency will pay for executions consumed after the complimentary 100 executions are used upThe re-billing is turned on in this case, but there is no markupSo while the agency can pass on the costs to their clients, they are not making any profit (margins)The re-billing is turned on in this case, and there is a 5x markupThis means the agency has a 500% margin and earns $4 for every $1 their clients spendHow does re-billing work? Agencies pay HighLevel and get invoices with high-level branding Sub-accounts (your clients) pay you (the agency) and get invoices with your brandingThe money is deposited in your Stripe account connected to your agency levelHow do I connect my agency's Stripe account to collect payments from my clients? This is very similar to other products that use re-billing or reselling models in the platformJust like LC Phone or LC Email re-billing, re-billing of the Premium Workflow actions also utilizes "credits" from the agency wallet & the location wallet, respectivelyWhite-labeled instructions for your clients https://share-docs.clickup.com/8631005/d/h/87cpx-81404/c965877bd0063d8/87cpx-73044 Inbound Webhook Trigger Google Sheets Action Custom Webhook Action Slack Action Date/Time Formatter Action Number Formatter Action </s>
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<s>[INST] How to use Custom Values for images in funnels and websites [/INST] </s>
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<s>[INST] SaaS Wallet Credit Management - Sub Account Level [/INST] Covered in this article: What is SaaS Wallet? Where can the wallet be accessed from? How to view the wallet transaction history? How to Recharge Wallet? 1Auto Recharge Settings 2Charge Client's Card Manually (Add Balance) 3Monthly Complimentary Credits 4Add Complimentary Credits from Agency View How to Remove Credits from the wallet? 1Complimentary Credits 2Non-Complimentary Credits How to Issue Refunds for Non-Complimentary Credits Wallet Recharge Retries 1SaaS Wallets (for telephone & email rebilling) 2Agency Wallets (for ISV) What is SaaS Wallet? To charge the client for Twilio and Email rebilling, the system uses their walletThe agency owner/ client recharges their wallet using the client's credit card which adds messaging credits to the location walletEach time a message/ email is sent, call is made, or a phone number is purchased, the wallet credits are debitedPlease note: Some charges in the wallet may appear after 6 - 24 hoursThe wallet is recharged when it reaches the minimum balance set in the Company Billing settingsThe client's card is attached to the wallet for all chargesThe wallet can also be recharged with complimentary (free) monthly/ one-time creditsNow, each time a message is sent, Twilio / Mailgun will charge the agency, and the system will charge the client's wallet based on rebilling settingsSo for example the client sent 100 messages worth $10 and rebilling was set to 5x, the agency will be charged $10 by Twilio, and the client's wallet will be charged $50Please note: When the wallet is recharged, the client's card is charged and these charges are sent into the Agency's Stripe accountSo the client is paying the agency for these wallet creditsWhere can the wallet be accessed from? The wallet is found in the Subaccount Settings > Company Billing How to view the wallet transaction history? You can view the wallet transaction history from Settings > Company Billing > Credits > See Details: How to Recharge Wallet? The wallet can be recharged in several ways1Auto Recharge Settings In the Company Billing > Credits section, you can find the auto recharge settings with 2 optionsThe amount entered in the 'Auto Recharge with' field will be added to the wallet each time the balance is lower than the amount set in the 'when balance lower than' field2Charge Client's Card Manually (Add Balance) Using the 'Add Balance' button in Company Billing, you can recharge the client's walletThis method will charge the client's primary card added in the Company Billing settings 3Monthly Complimentary Credits If the subaccount is on a SaaS Plan, you can set an amount of credits to be granted to the subaccount on monthly basisThese credits will be added to the client's wallet each monthThese credits can be modified for each SaaS Plan from the SaaS Configurator: The amount for these credits can also be changed for each subaccount (which is on a SaaS Plan) individuallyThe individual settings can be accessed from Agency View > Accounts > View Details: 4Add Complimentary Credits from Agency View In the Agency View > Accounts > View Details > Manage Credits, you can also add complimentary credits to the client's wallet directlyThese credits are not charged to anyoneOnce the client uses these credits to send out messages/ calls, then the agency owner is charged for those messages/ calls, but the client is not charged since these credits were given for freeHow to Remove Credits from the wallet? 1Complimentary Credits These credits can be removed by using the 'Debit' option in the Agency View > Accounts > View Details > Manage CreditsThe Debit option only removes the balance from the wallet, it does not refund the amount in Stripe, so if you want to remove original (non-complimentary) credits, you will need to follow an additional step mentioned in the next paragraph2Non-Complimentary Credits To remove these credits: 1Use the same 'Debit' option mentioned above2You will also need to issue a refund for these credits from your Stripe account by following the steps mentioned belowHow to Issue Refunds for Non-Complimentary Credits 1Go to the Stripe account connected in your Agency Settings > Stripe 2Find the client's Stripe customer associated with their subaccount 3In the 'Payments' section for this customer, find the payment for the addition of credits and click the 'Refund payment' button against that payment That's it, you're all set! :) Wallet Recharge Retries 1SaaS Wallets (for telephone & email rebilling) We will try to automatically charge the wallet a maximum of 7 times (7 attempts x 1 attempt/day)If all 7 attempts fail we will stop automatic retriesWe will notify the agency admins We will notify the location admins 2Agency Wallets (for ISV) We will try to automatically charge the wallet a maximum of 12 times (3 days x 4 attempts/day)If all 12 attempts fail we will stop automatic retries We will notify the agency admins Please Note: We are making this change because repeated retries were causing the suspension of Stripe accountsOnce we give up manual retries, users will be able to recharge manually and that will reset our counter and automatic retries will start again </s>
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<s>[INST] Standard Triggers - Contact Tag [/INST] Tags are a way of categorizing your contactsYou can tag any contact in your contacts list with one or more tags to help you find it again laterTags are used for searching, browsing, sorting, and organizing contentThey also allow you to fire off automation, bulk Emails, SMS, etcIn this article, we will be covering How a Tag can fire off a WorkflowCovered in this Article: What does the Contact Tag Workflow trigger do? What can cause a tag to get added or removed? Added/Removed manually via the contacts list (single contact or bulk action): Added/Removed via a workflow: Added (only) via third-party integration tools like Zapier: Added via a CSV import What does the Contact Tag Workflow trigger do? The contact tag workflow trigger step checks if any tag is added to a contact or removed from a contactYou can specify via Filters if you want it to get fired off by a tag getting added or by a tag getting removedIt will fire off for both instances if you do not specify thatWhat can cause a tag to get added or removed? Tags can get added or removed by the following means, and hence fire off a workflow with the trigger step set to Contact Tag with a filter for Tag Added or Tag Removed in case of removals: Added/Removed manually via the contacts list (single contact or bulk action): You can add tags to a contact or a group of contacts by going to the Contacts List> Selecting the contact(s) > Clicking on the Add tag buttonYou can Click the Remove Tag button to remove tagsAdded/Removed via a workflow: Workflow actions can be used to add or remove tagsLeads that enter a published workflow and reach the add or remove tag action get their tag added or removedAdded (only) via third-party integration tools like Zapier: You can use many third-party integration tools to get tags added to your contacts in the CRMZapier is one of the most commonly used 3rd party integration tools to make actions happen inside the CRM in response to changes in external apps you may be runningTags cannot be removed through this methodAdded via a CSV import You can add tags during a CSV import process by having a tags column with a tags column header in the CSV and have tags written out for each contact in that columnYou can insert commas and multiple tags for each contact in the same cellYou can also add tags during a CSV import by the advanced options of the import process: Please Note: CSV Imports are also used to update the tags of existing contacts, if Allow Duplicate contacts is turned off and the Email and Phone of the contacts being imported is the same as the already existing ones </s>
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<s>[INST] SaaS Pitch Deck [/INST] PowerPoint slides here: https://docs.google.com/presentation/d/1sdmt0qkP6NsYwOXcrJgvsNsFRG17O9EB/edit?usp=sharing&ouid=106481167993981539876&rtpof=true&sd=true </s>
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<s>[INST] Understanding Pipelines [/INST] Pipelines are an essential feature in GoHighLevel that streamline and automate various processes within your business workflows. They enable you to create structured sequences of actions that guide leads or customers through predefined steps, ensuring efficient communication and consistent engagement. Pipelines can be accessed through: Sub account > Opportunities > Pipelines In This Article Pipeline Stages Best Practices Pipeline Stages Pipelines are composed of stages, each representing a specific step in the customer journey or sales process. Common stages include "Lead Capture," "Qualification," "Appointment Setting," "Follow-up," and "Closing." Best Practices Keep it Simple: Avoid creating overly complex pipelines that may confuse users or lead to inefficiencies. Focus on essential stages and actions that align with your business objectives. Regular Maintenance: Periodically review and update your pipelines to reflect changes in your business processes or customer preferences. Remove outdated actions or stages to streamline workflows and improve performance. Data-driven Decisions: Leverage analytics and reporting features in GoHighLevel to gain insights into pipeline effectiveness. Use data to identify bottlenecks, optimize conversion rates, and enhance customer experiences. Useful Links Understanding Opportunities Creating a pipeline Adding opportunities to pipelines </s>
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<s>[INST] Rooms and Equipment [/INST] More Tutorials from the Community https://youtu.be/99jJIedI64w?si=3WCjJNPeM-xJCrO9 https://youtu.be/0elZYa5DTog https://youtu.be/CXX7H1hVaO0 https://youtu.be/td929HrL4zo In this Article What are Rooms? What are Equipment? How to use Rooms & Equipment? Related Articles How to create Rooms? How to create Equipment? Service Calendar Service Menu What are Rooms? A 'room' can represent any location where services are providedIn simple terms, a room is a specific place in your business where you conduct servicesFor Example: This could be Massage Rooms, Salon chairs, Workout areas, Pedicure Stations etcWhat are Equipment? Think of equipment as the special tools and devices that businesses use to provide their servicesIt can be anything from a fancy machine to a simple chairFor example, picture a hyper-facial machine that's used during a facial appointmentHow to use Rooms & Equipment? This feature is designed specifically for service-based businesses, which typically operate from physical locations and often require specialized equipment to deliver their servicesExamples include doctors' offices, salons, healthcare providers, and beauty treatmentsHere's how to use this feature effectively: Create Rooms and Equipment: You can create rooms used by your business and maintain a list of available equipmentThese can be tailored to your specific needsAssociate with Service Calendars: Link these rooms and equipment to your service calendarsThis way, each booking will automatically reserve the required rooms and/or equipmentAvoid Double Bookings: When handling bookings, the system will consider both user availability and the availability of rooms/equipmentThis helps prevent double bookings not only with staff members but also with rooms and equipmentBy following these steps, you can streamline the booking process and ensure that resources such as rooms and equipment are efficiently utilized, enhancing the overall service experience for your customers </s>
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<s>[INST] Facebook Pages missing in Page Selector Dropdown during integration. [/INST] The issue with Facebook Business Page(s) not showing up when you integrate FB with your CRM account is relatively common, and this article aims to help you troubleshoot that. How to fix the issue with FB pages not showing up in the Page Selector dropdown? You will start by going to your Facebook account. Followed by that, you will head over to the top right avatar icon with your profile picture in it and then head to Settings and Privacy: Inside Settings and Privacy, click on Settings. You can follow that up by going to Business Integrations on the left: Once there, please click on view and edit in front of the LeadConnector app: Please make sure that all the toggles are turned on; scroll down all the way and toggle everything on: Please Note: Only the User that integrated the FB page will be able to see that page in the dropdown of pages. They 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 list. When a list of pages shows up with checkboxes in front of them, mark all those pages that are relevant to your Agency's sub-accounts: Once done, please click on Save. Please Note: If there are pages already marked over here, Please DO NOT unmark them, as this will break off their integration with your agency's sub accounts even if you are not currently trying to integrate them in this sub account. </s>
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<s>[INST] Using Apple Pay and Google Pay in order forms [/INST] Accepting Apple Pay and Google Pay in your Order Form is a great way to improve the purchase experience for your customersThese payment methods offer convenience, security, and speed that traditional payment methods cannot matchCovered in this Article: How to use Apple Pay and Google Pay in the CRM? How do I enable Apple Pay and Google Pay? Troubleshooting for Apple Pay Troubleshooting for Google Pay FAQ What will differ in my reporting of transactions and orders? What is the difference in Stripe pricing for transactions processed through credit cards and Apple/Google Pay? I'm using PayPal as my payment provider instead of StripeCan I provide Apple Pay and Google Pay to my customers? Can I enable other payment methods like Bank redirects and ACH as well? How do I disable the other payment methods option after enabling them once? How to use Apple Pay and Google Pay in the CRM? Stripe lets you display Google Pay by default alongside the credit card optionTurn the toggle on the integrations page to complete the additional requirement of registering domains with Stripe for displaying Apple PayOnce completed, Google Pay and Apple Pay will show alongside the credit card option on order formsRecurring payments and upsells are supported with Apple Pay/Google Pay PayPal only shows up if PayPal is enabled under Payments ➝ Integrations) Your customers will see Apple Pay and Google Pay based on their geographic location and the web browser of the end customerThey will be able to use it based on whether or not they have a payment method associated with their Google account/Apple accountOnly if both these conditions apply Google Pay/Apple Pay will be visible for payment along with the default choice for a credit cardCountries and Regions that Support Apple Pay Countries that Support Google Pay Currently, supported browsers include Chrome Desktop, Chrome Android, macOS Safari, iOS Safari, and Microsoft Edge for WindowsPlease Note: This capability only works with Version 2 FunnelsPlease refer to this article to know how to upgrade V1 funnels to V2Please note: There might be a case that the browser is not up to date, Apple Pay and Google Pay are not supported in the customer's country or a relevant credit card has not been added to the customer's Apple/Google accountNo option to pay via Apple Pay or Google pay will appear in that caseBut the customer will still be able to see the credit card option to pay How do I enable Apple Pay and Google Pay? Using Stripe Connect under the Payments ➝ Integrations page is the primary requirementIf you're using Stripe APIs to connect to Stripe, please use Stripe Connect to use this featureOnce you have connected your Stripe account in Payments> Integrations, a toggle is provided to enable Apple Pay and Google Pay on the order formsTroubleshooting Apple Pay 1The toggle to enable Apple Pay and Google Pay should be turned on while Stripe is connected to the location 2Make sure that Apple Pay is available in your country 3Ensure that the domain on which the funnel is hosted is registered with StripeThis is an additional requirement for Apple Pay and should ideally automatically happen as soon as the toggle is turned on aHead over to your Stripe dashboard on this URL and see if the domain is listed in the Web Domains section bIf the domain is not listed here, you can manually add the domain by clicking on Add New DomainThis is only intended for a quick resolution; you should raise a ticket with us if it does not automatically register on turning the toggle4If the domain appears registered, ensure that the domain association file is hosted for that domainThis means that a file should get downloaded upon visiting https://example.com/.well-known/apple-developer-merchantid-domain-association if you're registering at https://example.com Click here for more information on this5The browser or the device fulfills the following requirements: The end customer is on the web in Safari, starting with iOS 10 or macOS Sierra List of compatible devices with Apple Pay List of participating banks with Apple Pay Troubleshooting Google Pay 1The toggle to enable Apple Pay and Google Pay should be turned on while Stripe is connected to the location2Make sure that Google Pay is available in your country 3The customer is using Google Chrome or Safari4The customer has a valid card registered with Google PayFAQ What will differ in my reporting of transactions and orders? There will be no change in the reporting or tracking of the transactions and ordersStripe treats Apple Pay and Google Pay payments as card paymentsAll the purchased orders via Apple Pay or Google pay will be reflected on the Orders/Transactions/Subscriptions pageWhat is the difference in Stripe pricing for transactions processed through credit cards and Apple/Google Pay? There is no difference in the pricing between credit card transactions and Apple Pay/Google Pay transactionsThey are charged similarly to credit card transactionsLearn More here about Apple PayI'm using PayPal as my payment provider instead of StripeCan I provide Apple Pay and Google Pay to my customers? No, Apple Pay and Google Pay can be provided as payment methods using Stripe Connect only in Funnels version 2 Can I enable other payment methods like Bank redirects and ACH as well? Currently, only Apple Pay and Google Pay can be enabled using StripeEnabling other payment methods as well will be upcoming in Q3/Q4 2023 </s>
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<s>[INST] How to delete a contact and associated contact data [/INST] To delete a contact, please head into your 'Sub-account' > Click on 'Contacts' > Select or search for the contact(s) that you wish to delete > Click on 'Trashcan" icon </s>
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<s>[INST] Mailgun Setup - GoDaddy Domain Setup [/INST] Step-by-step Mailgun Setup - GoDaddy Domain Setup To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record A video to recap Step-by-step Mailgun Setup - GoDaddy Domain Setup 1Sign up for Mailgun.com 2Check your email inbox to verify the email address 3Login to Mailgun, Click on Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunAMain domain: If you are adding the main domain, it should not be used with Gsuite, or any other email provider Subdomain: To set up the subdomain with Mailgun, you can type ANYTHING_HERE.companyname.com Examples: mg.companyname.com replies.companyname.com support.companyname.com BPlease set up the domain or subdomain under US, not EUnot EUnot EUCClick on Add domain The next screen that you're taken to will ask you to add DNS records to your domainLeave this screen open for the next step5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsTo add the 1st TXT record To Add your first TXT record, Sign in to your GoDaddy Domain PortfolioClick on the three dots for the Domain Edit Options next to your domain Select Edit DNSYou may need to scroll down to see the Edit DNS optionClick on Add to add a new recordAType: Select TXT from the Type menu optionsBHost: DO NOT INCLUDE THE ROOT DOMAIN Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CTXT Value: Same for everyone paste the following record v=spf1 include:mailgun.org ~all DClick on Save To add the 2nd TXT record Click on Add to add a new recordAType: Select TXT from the Type menu optionsBHost: it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT INCLUDE THE ROOT DOMAIN **Everyone's 2nd TXT record host name and value is different Examples: copy the highlighted part ONLY Example 1 using subdomain: Copy mx._domainkey.helpdesk as the host name Example 2 using main domain: Copy mailo._domainkey as the host name CTXT Value: Head back to Mailgun and Copy the 2nd TXT record here highlighted in the screenshot below Value: paste the 2nd very long copied TXT record here DClick on Save To add the 1st MX records Click on Add to add a new recordIf you have a Gsuite account to capture incoming emails for the main domainMake sure you are using a subdomain for MailgunCheck out Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? AType: Select MX from the Type menu optionsBHost: Different for everyone Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CPoints to: Same for everyone paste the following data mxa.mailgun.org DPriority is 10 which is also same for everyone no matter what domain you are trying to set EClick on Save To add the 2nd MX records Click on Add to add a new recordAType: Select MX from the Type menu optionsBHost: Different for everyone Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CPoints to: Same for everyone paste the following data mxb.mailgun.org DPriority is 10 which is also same for everyone no matter what domain you are trying to set EClick on Save To add the CNAME record Click on Add to add a new recordAType: Select CNAME from the Type menu optionsBHost: Different for everyone Head back to Mailgun to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be email.mg replies.companyname.com The host name will be email.replies If you are setting up a main domain like companyname.com, the host name will be email CPoints to: Same for everyone paste the following data mailgun.org DClick on Save Now that you have added 5 records, Go back to Mailgun and click on Verify DNS Settings Click the same button to Verify DNS Settings again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can grab the Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Then we could send a test email to see if everything works! Click here to learn How to send a test email in the Conversation A video to recap: </s>
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<s>[INST] How to add Client Spend to Google/Facebook Ad Reporting? [/INST] Client Spend setting is only visible to the Agency Admin and Agency users. The Agency can set the markup value in the setting beside Client Spend. Client Spend = Cost of all the ads + Management Fees Where to find and add Client Spend Add your monthly management fee to your client's ad spend. These markup fees will be added to all cost-related metrics. </s>
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<s>[INST] How To Properly Leverage An Appointment Setter [/INST] </s>
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<s>[INST] Guide to Email Campaign Statistics [/INST] The statistics is your key to understanding campaign performance over a chosen period of timeIf enabled, it will help you dive deep into clicks, orders, and other interactions to gain strategic insights into your marketing effortsIn this article, we'll explore the metrics of each section to help you make informed decisions and drive success with your campaignsHow to use Statistics? Ensure that you have enabled this in Beta under settings Navigate to Email MarketingClick on CampaignsSelect the Statistics optionChoose the date range: last 7 or 30 daysFor performance trend analysis, select the relevant metric from the dropdown in the Performance Analysis section Details for individual sections Conversion Summary: Quickly see important numbers like how many orders were placed, the total revenue earned, the rate at which orders were made, and the average order valueThis gives you a snapshot of how well your campaigns are driving salesEngagement Summary: Get an easy-to-understand overview of how people are interacting with your emailsSee how many emails were sent, how many were opened, how many recipients clicked on links, and how many actually made a purchaseIt's like a funnel that shows you where people drop off and where they take actionWe are showing unique clicks and opens made by your contacts irrespective of how many times they open or click the campaignPerformance Analysis: Track how different metrics change over timeSee trends in metrics like how many emails were sent, how many were opened, how many were clicked, and how many people unsubscribedThis helps you understand if your campaigns are improving or if you need to make adjustmentsHow to switch between metrics? Click on the drop down to analyze trends of chosen metrics over the period of timeTop Performing Emails: Discover which emails are bringing in the most revenueEasily identify the top 5 emails that are driving sales so you can learn from their success and replicate it in future campaignsRecent Email Analysis: Dive into the details of your most recent emailsAccess the 10 most recent emails sent out for a thorough analysisThis allows you to see how your latest campaigns are performing and make any necessary tweaks for better results.These sections are designed to give you clear and actionable insights into your email campaigns, helping you make informed decisions to boost your marketing efforts </s>
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<s>[INST] How can I refer Affiliate Customers to HighLevel Pro? [/INST] Want to refer an existing affiliate customer to pro? Check out these steps so you can get steps for having an affiliate customer upgrade to pro! Need to refer new customers to pro? Check out your pro plan 14-day link in your affiliate portalClick on "Where can I find my Affiliate link" If you have 25 ACTIVE customers and are looking for your 30-day link, reach out to an Affiliate Manager! Note : The pro plan is also known as the "SaaS plan" or the "497/month plan"Note : If a customer is already under you, no additional work is requiredYour customer can just upgrade and you will continue to get credit and commission for their pro plan subscriptionIMPORTANT : Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the $497 plan in 1-3 business days and thier billing date will be reset and charged the prorated amountRefer Highlevel Customers to PRO! Covered in this article: How to find your PRO Affiliate links How To Find your PRO affiliate links via Affiliate portal How to Find via FirstPromoter 2Referring Existing Customers 3Referring New Customers FAQ: What if my customer is on the $97 plan and wants to upgrade to the $297 plan? Will this form automatically upgrade my client or will they still have to upgrade afterward? Can I give a 14-day trial to existing customers? I have seen other affiliates give out a 30-day Extended Pro trial linkHow can I get that link? My customer was just charged for the Pro plan upon upgrading I thought this was a free trial? If the customer I am referring to Highlevel Pro is currently not assigned to an affiliate do I get 100% of their commission or just a portion? How to find your PRO Affiliate links Reach out to support via live chat/or call us if you have any questions! How To Find your PRO affiliate links via Affiliate portal 1Click on Affiliate Portal 2Scroll down and Click on Links 3You should see at least 3 links here- Default - 14-day trial for 97 starter accounts- Link for EXISTING Customers to upgrade to the HighLevel 497 Pro-plan - Link for NEW Customers to a 14-Day Trial to the HighLevel 497 Pro-plan How to Find via FirstPromoter - Log in to First Promoter - Scroll to the bottom of the dashboard to find your links2Referring Existing Customers 1Select the Existing Customer Trial link 2Copy the new URL Populated in the link 3Send your link to your customer! 4Have your existing customer fill out the form! Make sure your customer places your link in this box5Please note the prorated note at the bottom of the pageIMPORTANT : Existing customers do not get an extra 14-day trial through this link.They will be upgraded to the $497 plan in 1-3 business days and thier billing date will be reset and charged the prorated amountAfter that, you are all set! Please allow up to 48 hours for these changes to reflect on your First Promoter/Affiliate Portal3Referring New Customers 1Click on Affiliate Portal 2Click on Select to get your 14-day Trial link3Copy your New Customer Pro Trial link, to send to your customer 4Upon clicking the link, have your customer click on "Start A Free Trial of the Pro SaaS Plan Today!" 5Have your new customer fill out the Free Trial form and that's it! When their account is created they will show under your referralsIf not contact support! FAQ: What if my customer is on the $97 plan and wants to upgrade to the $297 plan? A: We are now offering split credit for upgrades to the Unlimited ($297/month) planMake sure your referral uses your affiliate link when they upgrading from the $97 to the $297 plan to receive creditWill this form automatically upgrade my client or will they still have to upgrade afterward? A: It will automatically upgrade your client, please e-mail affiliatepayments@gohighlevel.com if you have any questions about your ETA Can I give a 14-day trial to existing customers? A: No the 14-day trial is only for new customersI have seen other affiliates give out a 30-day Extended Pro trial linkHow can I get that link? A: The 30-Day trial offers are exclusively for high-performing affiliatesIf you have 25 or more active customers and are interested in offering your referrals a 30-day trial, reach out to an Affiliate Manager to see if you qualifyMy customer was just charged for the Pro plan upon upgrading I thought this was a free trial? A: For existing HighLevel customers, upon filling out the upgrade form they will be immediately upgraded to the $497 plan in 1-3 business days and their billing date will be reset and charged the prorated amountIf you are a TOP affiliate they will also be upgraded and prorated for their current subscription but will receive all the features of pro for one month! This is noted on the upgrade form before customers submit itIf the customer I am referring to Highlevel Pro is currently not assigned to an affiliate do I get 100% of their commission or just a portion? A: Since you did not refer this customer to Highlevel, you will only be getting a commission for their HighLevel Pro subscription and upgrade NOT the base subscriptionMeaning if you referred a customer to upgrade from the 297 plan to the 497 Pro plan you would get 40% of the $200 difference of the upgrade every month they pay their subscription </s>
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<s>[INST] Payment in Forms [/INST] More Tutorials from the Community https://youtu.be/x0YVga4F6fA https://youtu.be/K-4H3AILlUU https://youtu.be/QZ0WXKpTHIM https://youtu.be/GK3sFbmTnTk Payment element in Forms makes collecting donations and user-defined amounts possibleNow, you can find it under the "Integrations" section in the Add Element in form builder, giving you the ability to seamlessly integrate payment functionality right into your forms and take the user experience up a notchTABLE OF CONTENTS Suggest an Amount Customization User-Defined Amount Tracking Payments Email Notifications Important points to note Suggest an Amount Customization Now you can collect payments by suggesting amount in your choice of currencyFollowing are the key points: Provide up to 15 suggested amountsSelect currency from the dropdown providedEnable the "Other Amount" optionCustomize how the tag looks if user selects an amount can be defined from active tagStyles of amount tags will match the styling for Labels for fieldsUser-Defined Amount You can turn off Suggest an amount and User Defined amount is automatically enabledPlaceholder is also there to put the placeholder text for the payments fieldTracking Payments Payment amount and related information included in form submission detailsTransaction details accessible under the "Transactions" section under PaymentsExport payment details using export optionsStatus is also shown whether payment is success or in pending stateEmail Notifications You can use autoresponders and email notification with the form in which payment is enabledEmail notifications reflect payment status and amount as wellImportant points to note NMI and Authorize.net require the first name as a mandatory field when using the Payment elementRefund amounts are not captured at this timeThe old API-based Stripe connect method is not supportedIn Calendars with custom form payment elements, the Payment element will not displayMulti payments with multi-native forms are not supported in funnels yetUndo/Redo is not supported with the Payment element yet </s>
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<s>[INST] Facebook & Instagram comment automation FAQs [/INST] Q: I am not able to select the Facebook & Instagram actions and triggers in the workflow? Ans - Check is you have integrated your Facebook account or notTo integrate your account go to the "Integrations" tab in SettingsQ: Why do all the filter options disappear when I delete "Page is" in the trigger? Ans - "Page is" is the primary filter for the Interactive Messenger actionDeleting it removes all dependent filtersQ: How many buttons can I add in the Interactive Messenger action? Ans - You can add up to 3 buttons to provide different choices for users within the interactive messageQ: Can I add actions after the "Call" button? Ans - NoThe "Call" button acts as the final action, and users who click it will be directed to the Default BranchQ: When can I use the "Reply to DM" option? Ans - Use "Reply to DM" in two scenarios: Initiating a conversation: Respond privately to users who send you a direct message (DM)Continuing a conversation: Send follow-up messages after an initial "Reply to comment via DM" (DM)Q: Does "Reply to DM" always work? Ans - The system checks for an existing conversation within the last 24 hours before sending a Reply to DMIf no recent conversation exists, the message delivery will failQ: How long do I have to reply to a comment? Ans - A 7-day window applies to Comment RepliesYou must send the reply via DM within 7 days, or delivery will failQ: Can I continue the conversation if the user has not replied to my DM which was a reply to the comment? Ans - If the user has not replied then they will move to the "Default Branch" and because there is no reply you can't use another Interactive Messenger action to continue the conversationIf the user has replied then you can use the action to continue the conversationQ: I want to send a Reply to DM to a user comment but it is not working? Ans - To send a comment reply via DM make sure that "Reply Type" is selected as "Reply to comment via DM" for the first action and as "Reply to DM"for all the subsequent actionsQ: What is the default wait time added in the Interactive Messenger action? Ans - By default, a wait of 1 minute is added, which is editableIf no button is selected, the contact will go to the "Default Timeout" branchQ: Will this trigger work for Ads also? Ans - Yes, select Custom in "Post type" and paste the post URL in "Post is" field and this will work </s>
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<s>[INST] Eliza Agent Platform - Introduction and FAQs [/INST] The Eliza Agent Platform is a messaging platform designed to help agencies effectively manage and convert leads into customersWith its three key features - lead answering, scalable lead nurturing, and streamlined booking flow - Eliza is the perfect solution for agencies that want to provide excellent customer service and improve their lead conversion ratesCovered in this Article What is the Eliza Agent Platform? FAQs - Eliza Agent Platform 1How does the custom value user? Name work in Eliza Agent Platform? 2How to bring contacts into Eliza without an inbound message or the one who made an inbound call? 3I see conversations on GHL, but they are not coming into Eliza4How to update the API key on the Eliza Agent Platform? 5How to make blind and warm transfers in calls? Blind Transfer Warm Transfer Troubleshooting: 6When an appointment is created for a contact, the contact is not removed from the chat queueDo I need to do anything special to make them be removed (as far as tags go or anything?) 7I can't see the Eliza Service tab on GHL in sub-account> SettingsRelated Articles Eliza Agent Platform Settings within the CRM Eliza Agent Platform Settings Eliza Agent Platform Search Tools Eliza Agent Platform Dashboard Eliza Agent Platform Conversations What is the Eliza Agent Platform? The Eliza Agent Platform is a messaging platform to help Agencies boost conversions by nurturing their leads into customers for themOne of the primary features of Eliza is its ability to answer leads for clients quicklyThis helps agencies respond to customer inquiries promptly and efficiently, ensuring that leads are not lost due to slow response times.to answer leads for clients quickly Eliza also allows agencies to create a scalable process for nurturing leadsThis feature helps agencies develop a system that can handle large volumes of leads and efficiently manage converting those leads into customersFinally, the Eliza Agent Platform helps to streamline the booking flowBy providing a customizable FAQ setup and Agent Configuration, Eliza makes it easy for agents to manage the booking process and respond to customer inquiries in real timeIt is important to note that the Eliza Agent Platform does not offer conversation botsHowever, this feature is available in the platform's PRO plan if an agency is looking for a conversational appointment booking bot, this feature is available in the platform's PRO planOverall, the Eliza Agent Platform is an ideal solution for agencies that want to offer a human rollover system to their customer base within their Agency AccountBy providing a scalable and efficient process for managing leads, Eliza helps agencies to work smarter, not more complex, and improve their lead conversion ratesYou can purchase the Eliza Agent Platform service hereFAQs - Eliza Agent Platform 1How does the custom value user? Name work in Eliza Agent Platform? When a user is assigned to a contact, and if the userName is used in workflow or Eliza; it will substitute the assigned userHowever, when the same template is used from the conversations screen of the main app, then the logged-in user's name will be taken irrespective of whether there is an assigned user.name When there is no assigned user to the contact, workflows and Eliza will substitute the username with a blankThus, if you want to give a valid value to the username in Eliza, then the contact should be assigned to someone on the GHL side for Eliza ( and workflows) to pick it up., name Sometimes, the +Assigned To link may not be visible on ElizaThe fix is to refresh the API key on the main app and use the new one for this location2How to bring contacts into Eliza without an inbound message or the one who made an inbound call? In cases where the contact does not send inbound messages or makes only inbound calls, the contact does not automatically come into ElizaIn those cases, use Send to Eliza action from the workflows and send them to ElizaSend to Eliza Workflow actionConfigure the Send to Eliza workflow action for the qualifying contacts and let the platform take care of it automatically for youIf a Send to Eliza tag is configured to be assigned to the leads coming into Eliza, that tag will also be assigned before the contact is sent overThis tag assignment is not mandatory for this action to workOn the Eliza Agent Platform When the contact is received in Eliza via Send to Eliza workflow action, it will have a timer icon, as shown belowIf you want to specifically nurture only those contacts sent by the "Send to Eliza" workflow action, you can also filter only for those conversationsChoose the "Sent to Eliza" option and click "Go" to see only those messages sent by workflow action3I see conversations on GHL, but they are not coming into ElizaOnly inbound messages will come into Eliza automaticallyInbound calls are not pushed into Eliza yet as it is not supportedBut we are working on inbound call management and will be available sometime during H1, 2022If you want to push these inbound calls into Eliza and nurture the leads, use the Send to Eliza action in workflowsRefer to FAQ#2 for more detailsIf you want to analyze the audit log of the conversation history in Eliza, go to Search > contact, choose the contact, and click the Audit log buttonIf this contact ever got into Eliza, it will show the audit log of the conversation history4How to update the API key on the Eliza Agent Platform? Please follow this link5How to make blind and warm transfers in calls? Blind Transfer A Blind Transfer is when you transfer the caller to another extension or ring group (queue) without waiting for the target agent to pick up firstIt is an immediate, unannounced call transfer to the destination numberStart the outbound call to the lead by clicking the phone iconYou will see the note at the top of the conversation page when the call is in progress, as shown belowClick the down arrow next to the dialer icon on the popup to make the blind transferClick on Blind transferChoose the GHL team member from the list shownOnly those numbers already part of the GHL team Section can be transferredSelect the team member to whom this call should be transferred, and click "Call & Disconnect." If you want to add a new member, login into GHL and create a new team member with their phone numberIf you want another Eliza agent to call this customer, transfer the conversation to that agent via Seach > ContactsWe will soon be able to transfer the call to another Eliza Agent directlyWarm Transfer A warm call transfer means that the receptionist will speak with the appropriate agent before they send the call to themThe extension the caller requested is informed of the incoming call transferTypically, the caller will be put on hold while the call center operator dials the desired extensionMake an outbound call to the contactFrom the popup that appears at the top of the page, Choose "Warm Transfer." Choose the number to warm transfer this call, then click "Call and Hold." The system will wait for agent 2 to pick up the callOnce agent 2 attends the call, click "Patch Call" to put all three numbers in a conferencePress the red color "Drop Off" button to disconnect from the conferenceThis action will let the contact and agent 2 continue their conversationTroubleshooting: If the system becomes inconsistent, ensure the browser can access the microphone and refresh the page to ensure the connection with Twilio goes through correctly6When an appointment is created for a contact, the contact is not removed from the chat queueDo I need to do anything special to make them be removed (as far as tags go or anything?) The system will not know if booking an appointment ends the conversationSo it will keep it openAgents can close the conversation by clicking "End Chat." If you don't have any further dispositions to be assigned, you can choose the "Close without a disposition" button and close the conversation.." 7I can't see the Eliza Service tab on GHL in sub account> SettingsPlease check for the following conditionsIf the location is added to your account on Eliza Agent Platform The email address of the user who is expected to have access to the Location settings > Eliza Service tab should be added as a location admin or location user for that location That same email address should have Eliza Service permission enabled, so they can edit the FAQs and configure Eliza bypass tag and the Send to Eliza tag on Location Settings > Eliza Service tab </s>
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<s>[INST] WhatsApp Full Setup Guide for Agency [/INST] In this article, we will discuss how you can resell WhatsApp to your clients and keep track of which all accounts are using WhatsApp via HighLevelTABLE OF CONTENTS Pre-requisites for Auto-Reselling Connect your Agency Stripe Account Setting your WhatsApp Price Personalizing offers for certain clients How do I disable WhatsApp for certain clients? How do I directly deploy WhatsApp without Stripe/Reselling to a location? How do I check how much am I paying to HighLevel and for which accounts? How is the experience for your client? How do your clients discover this feature? How do your Clients complete the purchase? How does the billing work? Pre-requisites for Auto-Reselling Connect your Agency Stripe Account Your agency Stripe account will be used to collect subscription payments for WhatsApp from your clientsYou can connect your agency Stripe account to your agency by following this help article - https://help.gohighlevel.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard Note: You can also deploy WhatsApp if you do not have a Stripe without availing the auto-resell featureSetting your WhatsApp Price You can set your agency-wide offer by configuring it on the Agency left menu -> Reselling tab Personalizing offers for certain clients If you wish to offer a different rate to certain clients, you can do so by following these two steps: Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Step 2: Scroll down to the reselling section -> Change the WhatsApp Pricing -> Hit Save How do I disable WhatsApp for certain clients? If you have certain clients that you do not wish to offer WhatsApp to, you can do so by following these two steps: Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Step 2: Scroll down to the reselling section -> Disable WhatsApp by toggle -> Hit Save Please note: This offer can only be disabled before the sale has happenedOnce a location already purchases WhatsApp, you can not disable it from hereDisabling WhatsApp after the subscription is initiated would mean cancellationFor cancelling the subscription please create a support ticketHow do I directly deploy WhatsApp without Stripe/Reselling to a location? More Tutorials From the Community https://youtu.be/uHzyW7yamhA https://youtu.be/w0TSujKqDl4 https://youtu.be/dHcfecj9ojg Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Step 2: Scroll down to the reselling section -> Under WhatsApp -> Read and Accept Deploy WA directly T&C -> Hit pay Now Please note: WhatsApp tab won’t be visible for the location until this manual deployment takes place(in case agency does not have a Stripe account)It’s important to highlight that manual deployment won’t establish a subscription between the location and agency, while subscriptions with GHL and the agency will still be createdConversation Charges In case agency choses Deploy WhatsApp Directly, then the WhatsApp conversation charges will be deducted from the agency's wallet and location will not be charged for the WhatsApp conversationsHow do I check how much am I paying to HighLevel and for which accounts? You can check the same by following these two steps: Step 1: Go to Agency Settings -> Billing -> Subscription -> Reselling WhatsApp -> You can directly see the amount/month and the number of subscription Step 2: Click on Show sub-accounts -> It will list down all the sub-accounts on WhatsApp for you How is the experience for your client? How do your clients discover this feature? Your clients can discover WhatsApp in the Sub-Account left menu -> WhatsApp How do your Clients complete the purchase? Once your clients have discovered the feature, they can proceed to purchase WhatsApp from you by submitting the payment details and confirming the sameWhen your client clicks the Confirm button the system will create the subscription, process the payment, and take them to the WhatsApp dashboardHow does the billing work? When your client purchases WhatsApp it creates 2 subscriptions in the System Between your client's card & your Stripe Account so you can collect payment from your clients Between HighLevel & your Stripe account, you pay $10/month/location to HighLevel The monthly charge gets you free inbound and outbound messagesWhen the lead sends an inbound text it gives you a 24-hour window when you can text them backThe window keeps extending with every messageIf you need to do outreach or if it's been more than 24 hours you will need to use a campaign/template message which is chargedThat opens the conversation up for 24 hour window which again keeps extending with every message All the outbound template messages will be charged to the location and agency based on the Country the message is sent to and the type of Template [Marketing, Utility, Authentication and Services] usedAttached is the list for reference </s>
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<s>[INST] How to use Conversation Filters & Bulk Actions Overview [/INST] The Conversation left panel is a new addition to the Conversations UI, which helps users filter conversations & perform various actions on them to improve their experience & effectiveness overallThis article will cover conversation filters and bulk actionsTo enable them for your sub-account, please head into labs or refer to Covered in the Article: Enable the 'Conversation Filters' first within 'Labs.' Features: Bulk actions (limited to 100 conversations at a time) Filter conversations (quick filters) Sort conversations Starred functionality: Enable the 'Conversation Filters' first within 'Labs.' To activate the conversation filters, please head into Sub-account 'Settings' > Click on 'Labs' > 'Enable' conversation filterFeatures: Bulk actions (limited to 100 conversations at a time) You can perform Conversation specific Bulk Actions to handle multiple conversations simultaneouslyYou can perform the following Conversation Bulk Actions: Mark conversations as Read: All conversations will be marked as read Mark conversations as Unread: All conversations will be marked as unread Mark conversations as Starred: All conversations will be marked as starred Mark conversations as Unstarred: All conversations will be marked as unstarred Delete conversations: Conversations will be deleted Filter conversations (quick filters) You can filter Conversations based on a few filters, allowing you to narrow down your Conversations View to something you need nowThe following filters are available: By conversation type By assignee By last message channel: Filter the conversations whose last message was from the selected channelBy last message type: Filter the conversations whose last message (outbound) was from the selected typeBy last message direction: Filter the conversations whose last message direction was from the selected typeBy last outbound message typeBy the last outbound message action: Manual or Automated (This filter applies to messages post 9th May 2023) Sort conversations You can sort your Conversations based on timeIt helps in going through your conversations more easilyYou can sort it as follows: - Latest to oldest - Oldest to latest Please Note This will also work in combination with the Quick filters mentioned above to make Conversations more structuredSo, in essence if you have filters applied and sort based on oldest or latest the system will also account the filters you have selected Starred functionality: A conversation can be marked starredBy doing so, the conversation will have an icon attached for identificationTo mark a conversation as starred: Click on the star icon in the upper right corner of the conversation preview windowIf you want to unmark a conversation as starred, click on the star icon again </s>
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<s>[INST] Calendar Payments [/INST] Calendar Payments are now possible when booking an appointment. It allows the location to receive payments when a client or customer books for a certain calendar appointment. This is very useful, especially for businesses that require a certain payment to book an appointment slot. Covered in this article: Available payment providers and how to add them Available payment providers and how to add them 1. Payments in calendars are supported through two payment gateways, namely Stripe and Authorize.net, 2. Add the payment gateways first from your sub-account by going to the Payments Tab > Integrations Please Note: If you connect multiple gateways, you would see a dropdown to select your default payment gateway. Only the DEFAULT PAYMENT GATEWAY will be used to collect payments. So if you chose Stripe then it will only collect payments thru Stripe. 3. Now, go to Calendar Settings. 3. Edit (by clicking on the three dots) an existing calendar or Create a New Calendar (Advanced Settings). Under Forms & Payments you will see a toggle to "Accept Payments". Once enabled, these new form fields would appear: Amount (with currency) Description Payment mode (Test or Live) Please Note: Payments DOES NOT WORK for calendars with recurring appointments enabled. REMEMBER! If you don't see the Payment Options like on the screenshot below, it's because you haven't integrated a payment gateway yet or the calendar is a calendar for recurring appointments. Review the steps above to activate Payment Options for Calendars. </s>
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<s>[INST] App Permissions in Client Portal: Enabling/Disabling a child app [/INST] We are excited to introduce a new level of customization and control within the client portal through our latest feature: App Permissions. This update allows users to tailor their app permissions according to their specific needs and preferences, including the ability to choose their default page upon logging in. TABLE OF CONTENTS How to Customise App Permissions FAQ How to Customise App Permissions Accessing App Permissions Navigate to Client Portal Settings: Log into your client portal and locate the settings menu. Here, you will find a new option titled "App Permissions." Select "App Permissions": Click on this option to view and modify your app permissions. Enabling/Disabling Apps Review Available Apps: Within the App Permissions section, you'll see a list of all available apps and features associated with your portal. Toggle Permissions: Use the toggle switch next to each app to enable or disable it. Disabling an app will remove its functionality and visibility from your client portal interface. Setting Your Default Page Find the Default Page Option: Within the same App Permissions area, look for the option to select your default page. Choose Your Preferred Page: From the dropdown menu, select the page you wish your users to see immediately upon logging into the client portal. FAQ Q: Can I change my default page later? A: Absolutely. You can revisit the App Permissions settings at any time to adjust your default page or make other modifications to your app permissions. Q: What happens if I disable a feature I frequently use by accident? A: If you disable a feature accidentally, you can easily re-enable it by going back to the App Permissions settings and toggling the feature back on. </s>
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<s>[INST] WhatsApp - WorkFlow Integration [/INST] In this article, we will discuss how WhatsApp can be integrated to create automated workflows on GoHighLevel TABLE OF CONTENTS Prerequisite for using WhatsApp under Workflows Setting up a workflow automation using WhatsApp How to configure wait for WhatsApp contact Reply How to configure Do Not Disturb (DND) for WhatsApp FAQs Does the Do Not Disturb (DND) setting affect other communication channels or just WhatsApp? What's the difference between "None - Manual Text" and selecting a template when sending WhatsApp messages in workflows? Can I create workflows that combine WhatsApp with other channels like SMS or Email? Can I use WhatsApp workflow automation to send messages outside the 24-hour window? What's a 'Free Entry Point Conversation' and how is it different from a regular conversation? What happens if a customer replies with something other than what I've configured for the 'Wait for WhatsApp Reply' step? Prerequisite for using WhatsApp under Workflows WhatsApp needs to be subscribed and enabled on a the location accountYou can refer to the below article for setting up WhatsApp on your sub accountWhatsApp Subaccount SetupAdditionally if you want to send business initiated conversations then please ensure that you have an approved template in placeHow to create a WhatsApp Template Setting up a workflow automation using WhatsApp If you wish to set up automations when customer reply to you on WhatsApp then you can do so by following the below steps Step 1: Go to Automations > Workflows > Create Workflow > Start from Scratch Step 2: Select Add new Trigger and search Customer Replied Step 3: Add filters > Reply Channel > WhatsApp Step 4: Click on the plus button to add an action > Select WhatsApp Step 5: SELECT WHATSAPP TEMPLATE > None - Manual Text > Write the message that you would like to send to your customer when they message you on WhatsAppYou can use custom variables like Contact Name, Email, Company Name etc Note: You can also send pre-approved templates here Step 6: Select Save Action > Publish > Save to make the work flow live How to configure wait for WhatsApp contact Reply You can send an initial WhatsApp message and then wait for the contact's reply before triggering the next step in your workflowThis enables more natural and responsive interactions within your automated workflowsStep 1: Go to Automations > Workflows > Create Workflow > Start from Scratch Step 2: Select Add new Trigger and search Contact Created Step 4: Click on the plus button to add an action > Select WhatsApp Step 5: SELECT WHATSAPP TEMPLATE > Select the template that you wish to send Step 6: Click on + button > Select Wait Step 7: WAIT FOR > Contact Reply > REPLY TO > WhatsApp and Save Action Step 8: Select the + button > ACTION NAME: WhatsApp > SELECT WHATSAPP TEMPLATE : None - Manual Text Note: You can send free text messages at NO ADDITIONAL COST since the Free Entry Point Conversations is opened since the customer replied to youStep 9: Save Action and Publish the Automation and click Save How to configure Do Not Disturb (DND) for WhatsApp Based on specific customer actions (e.g., sending "STOP"), set DND status for all channels or specifically for WhatsAppThis empowers you to respect customer preferences and manage communication channels more effectivelyStep 1: Go to Automations > Workflows > Create Workflow > Start from Scratch Step 2: Select Add New Trigger > Customer Replied Step 3: Select Add filters > Reply channel > WhatsApp and Contains phase > STOP and Save Trigger Step 4: Select + button > Search DND > Select Enable/Disable DND Step 5: Select Enable DND for specific channels > Channels: WhatsApp > Save Action Note: You can enable DND for all Channels by selecting Enable DND for all channels FAQs Does the Do Not Disturb (DND) setting affect other communication channels or just WhatsApp? You can configure DND to apply to all channels or just WhatsAppThis gives you control over whether you want to prevent the customer from receiving communications across all methods or just on the particular channel where they requested to be left aloneWhat's the difference between "None - Manual Text" and selecting a template when sending WhatsApp messages in workflows? "None - Manual Text" lets you write a free-form message within the 24-hour windowSelecting a template is for sending pre-approved messages, which is useful for starting conversations outside of the 24-hour window or for specific marketing or support purposesCan I create workflows that combine WhatsApp with other channels like SMS or Email? Yes! GoHighLevel workflows are flexible, allowing you to combine WhatsApp with other communication channels to create comprehensive automation sequencesCan I use WhatsApp workflow automation to send messages outside the 24-hour window? Yes, you can use approved WhatsApp templates after the initial 24-hour window for outreach or follow-up messagesKeep in mind that these template-based messages will incur additional chargesWhat's a 'Free Entry Point Conversation' and how is it different from a regular conversation? Triggered when a customer clicks a "Click to WhatsApp" ad or a Facebook Call-to-Action buttonLasts for 72 hours, compared to the standard 24-hour windowDuring this extended window, you can send both free-form and template messagesWhat happens if a customer replies with something other than what I've configured for the 'Wait for WhatsApp Reply' step? The workflow will continue to wait until they send a reply that matches what you've set upIf you want to handle unexpected responses, consider adding additional branches to your workflow with alternative conditions </s>
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<s>[INST] SMS still coming from old Twilio number when I got a new one? [/INST] Issue: SMS still sent from the old Twilio number when I purchase a new one and select that as the default outbound number. Reason: Since we do not want to spam the leads with different Twilio phone numbers, the old leads in HL will be stuck with the old default Twilio phone number. Only new leads got added to HL will be getting SMS from the new default outbound number. Suggestion: 1. Delete and Re-create the contact The new contacts will be using the new default Twilio number. 2. Remove the old default Twilio number We could remove the old Twilio phone number. That way all SMS will be sent from the new Twilio number bought. 3. Assign the new default Twilio number to the user, assign the user to the contact and log in as the user to send an SMS If you want to keep the old Twilio phone number, another suggestion would be to assign the new Twilio phone number to the user and log in as the user to send those SMS. You could also assign the user in the Workflow action. That way all automated SMS will be sent from the new Twilio number bought. More info: Phone numbers for users / Assign Twilio Numbers to Users </s>
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<s>[INST] Standard Triggers - Opportunity Created [/INST] Runs when the opportunity gets created Filters: Custom Values: </s>
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<s>[INST] How To Send New Membership Users Custom Emails With Their Login Information [/INST] Introducing our membership welcome email feature - a customizable tool to enhance your onboarding experienceTailor your welcome email to include personalized content, attachments, and login credentials, ensuring a seamless start for your new membersElevate your brand and make a lasting impression from the very beginningCovered in this Article: What is the Customizable Membership Email? What are some excellent usage cases and business usage examples for this feature? How to use this feature? FAQs Can I use my own branding in the membership emails? How do I make sure my membership emails don't get marked as spam? How do I track the effectiveness of my membership emails? What should I include in my welcome email? Can I add the product title and offer title to the welcome email in the Memberships customizable emails feature? What is the Customizable Membership Email? The membership customizable email feature allows you to customize and send welcome emails to your members when they initially gain access to your membership coursesThis feature can be used to welcome your members, introduce them to your courses, and provide them with important information such as login details, course access information, and moreThe customizable email feature can help you create personalized welcome emails for your members, which can help improve engagement and retentionWith the membership customizable email feature, you can customize the email subject, message body, and other elements to make it unique to your brand and tailored to your members' needsAdditionally, you can choose from various templates to make the process even easierWhat are some excellent usage cases and business usage examples for this feature? Here are some usage cases for the Memberships customizable email feature: Welcome emails: When a new member signs up for a membership, businesses can use the customizable email feature to send a personalized welcome emailThis email can include a thank you message, an overview of the membership benefits, and links to resources to help the member get startedOnboarding emails: For more complex membership programs, businesses can use the customizable email feature to send onboarding emails to new membersThese emails can include tips and advice for getting the most out of the membership, information about upcoming events or promotions, and links to additional resourcesBusiness Usage Examples: Welcome Email for Fitness Program: The welcome email for a fitness program can include a brief introduction to the program and the benefits of regular exerciseIt can also include details about the assessments and quizzes that are part of the program, such as how each quiz covers a different aspect of fitness, such as cardio, strength, and flexibilityWelcome Email for Cooking Program: The welcome email for a cooking program can include an overview of the program and what the student can expect to learnIt can also include details about the assessments and quizzes that are part of the program, such as how each assessment covers a different module in the cooking program, like preparation, cutting, cooking techniques, and platingWelcome Email for Language Learning Program: The welcome email for a language learning program can include an introduction to the program and its teaching methodologyIt can also include details about the assessments and quizzes that are part of the program, such as how each assessment covers a different aspect of the language, such as vocabulary, grammar, and conversationWelcome Email for Digital Marketing Program: The welcome email for a digital marketing program can include an overview of the program and the different topics coveredIt can also include details about the assessments and quizzes that are part of the program, such as how each assessment covers a different aspect of digital marketing, such as SEO, social media, and email marketingWelcome Email for Project Management Program: The welcome email for a project management program can include a brief introduction to the program and the skills it teachesIt can also include details about the assessments and quizzes that are part of the program, such as how each assessment covers a different aspect of project management, such as planning, execution, and monitoringHow to use this feature? Click "Marketing" Navigate to the Marketing tab02 Click "Emails" Inside the marketing tab, click on Emails03 Click "Templates" And then choose templates from the drop-down 04 Click on New and then click on Email Marketing Templates Inside the Templates area, you need to click on the green new button and then choose email marketing templates 05 Click "System templates" This will open up the templates library for you to click on system templates 06 Click "Select" for the Membership Welcome Email Hover over Membership Welcome email template, then click on select 07 Click "Continue" After you preview the template to see if it suits your needs, you can click on Continue to create it 08 It will take you back to Emails> Templates This will navigate you back to the email template area here; you can view all the existing templates or edit the ones that you created 09 Click Here to edit the template Click on the pencil icon next to your desired template to edit it 10 Make any changes you need to the template You can make any changes to the template before applying it to your membershipsYou can add custom values, Some default Membership custom values have been added to the template for you, and you can add more membership custom values to that to further personalize your emailPlease Note: Make sure to customize the email templates to fit your brand and voiceThis will help build a stronger relationship with your members and improve engagementEnsure that you have the correct custom values in place to personalize the email for each memberCustom values such as {{contact.first_name}} and {{offer.title}} can help make the email feel more tailored to the recipient11 Go back to the account view Navigate back to your account 12 Click "Sites" And then click on the Sites tab 13 Click "Memberships" Click on memberships 14 Click "Settings" Under memberships, click on settings 15 Click on Email Settings Inside the membership settings area click on email settings 16 Click Here to enable the welcome email Click on the toggle in front of Send welcome email to enable this capability 17 Choose your desired template Then you can click on the dropdown below send welcome email to choose your desired template 18 Click "System Template: Membership" (That is what we named our example) I'm clicking on the example that I created for this article 19 Click Here to Save Please click on save to the right after choosing your template FAQs Can I use my own branding in the membership emails? Answer: Yes, you can customize your membership emails' branding to match your brandingThis includes adding your own logo, color scheme, and other branding elementsHow do I make sure my membership emails don't get marked as spam? Answer: To prevent your membership emails from getting marked as spam, follow best practices for email marketing, such as using a clear and concise subject line, avoiding spam trigger words, and only sending emails to contacts who have given you permission to contact themHow do I track the effectiveness of my membership emails? Answer: You can track the effectiveness of your membership emails by using analytics toolsThis allows you to see how many people opened your emails, clicked on links, and took other actionsYou can then use this information to improve the effectiveness of your emails over timeWhat should I include in my welcome email? Answer: Your welcome email should include information about the benefits of your membership program, instructions on how to access the program, and any other important information your members need to knowYou can also include links to resources, such as tutorials or FAQs, to help your members get startedCan I add the product title and offer title to the welcome email in the Memberships customizable emails feature? Answer: No, the product title cannot be added to the welcome email as it is sent out when offer access is granted, and one offer can have multiple productsOnly the offer title can be added to the welcome emailHowever, the product title can be added to drip emails </s>
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<s>[INST] How to send data to Google Analytics within a Workflow [/INST] It is easy to set up the workflow with Google Analytics triggersThe "Google Analytics" event trigger will require you to add the following parameters in a workflowThis technique is used when you want to track more than the page view/visit of the user, you would like to track specific events like submission of the form, user optin or support calls, etcDifference between GA4 and UA property How to Find Tracking ID in Google Analytics For UA Property - Open Google Analytics Click the ‘Admin’ tab In the left-hand column, click 'Tracking Info' Click ‘Tracking Code’ Your code will be available hereFor Universal Analytics users, the codes start with “UA.” For GA4 Property - Open Google Analytics Click the ‘Admin’ tab In the left-hand column, click 'Property Settings' Click 'Property ID' Your code will be available hereFor Google Analytics 4 users, the codes will be a numberHow does it work? When a user selects the option in trigger or action as add to google analyticsHere's the new set of fields that will visibleTracking id/property id Event Category Event Action Event label Event value For example - Event Category is Form Submission, Action is Exit Form Opt in and Label is Back Friday form submissionThese things can be set with dynamic values with small icon tagsWe follow a set of rules to categorize traffic into a specific source, and check the full page URL and the referring domain, if available, against these rulesThe details about rules and sources for tracking are given in the table belowPlease Note: If you have set both utm_medium and utm_source, we will use them and if any one of them is not available, we will categorize them according to the below-given tableWe pass gclid (Google Click Identifier) to recognize each unique clickAttribute Rules utm_medium utm_source Google Organic Referring domain is the Google search engineorganic Google Paid Search If the utm_source is google and the referring domain is google.comCPC Google Facebook facebook.com referral Facebook Paid Social The "utm_medium" parameter contains "cpc" where utm_source is facebook.com CPC Facebook Direct Traffic or Bookmarked When there are no referring domains or tracking URLsnone direct Referral example.com referral example.com Social Media Referring domain is a social media site like Facebook, Instagram, Youtube, credit, Twitter, Naver, Pinterest social Social Referring Site Display Traffic example.com cmp, banner, display example.com FAQ What is the difference between Universal Analytics and Google Analytics 4? Please see this article for more info - https://support.google.com/analytics/answer/9964640?hl=en#zippy=%2Cin-this-article How to find the Category, action, and label in GA4? A Universal Analytics event has a Category, Action, and Label and is its own hit typeIn Google Analytics 4 properties, every "hit" is an event; there is no distinction between hit typesFor example, when someone views one of your website pages, a page_view event is triggeredGoogle Analytics 4 events have no notion of Category, Action, and Label and, unlike Universal Analytics reports, Google Analytics 4 reports do not display Category, Action, and LabelTherefore, it’s better to rethink your data collection in terms of the Google Analytics 4 model rather than port your existing event structure to Google Analytics 4How to find in GA4 if the setup is working or not? Please go to Google Analytics, and visit the GA4 propertyIn the navigation, please go to Reporting > Acquisition ReportsIf the setup is done correctly, it will show up here and we would say add filters of source and medium (marked in red) </s>
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<s>[INST] Create a Template [/INST] We're thrilled to introduce Certificates, a fantastic feature designed to acknowledge and celebrate user accomplishments in your communityWith Certificates, you can create personalised certificates and issue them to your usersIn this initial release, we've focused on making it easy to award certificates for course completionHere's how to get started: In This Article Where to find Certificates ? Create a template Editing Templates Where to find Certificates ? To get started with certificates: Go to Memberships from the left bar (in a location) > Certificates Create a template To start creating a certificate template: Click on New To create a template, choose Certificate Templates or Blank Certificates Choose an existing template To create a template, choose from the existing templates: Select a template Click on Confirm Template is ready to use Create a template from scratch To create a template from scratch: Click on Blank Certificates Start creating from scratch Editing Templates To edit a template, there are various elements to use: 1Layout: To choose a layout, click on Layout, and choose between Portrait or Landscape Once selected, you can choose frames for both the layouts, respectively To remove a frame, click on the same frame again (from the right bar) Note: Changing the layout from Portrait to Landscape or vice-versa, will disrupt the edits 2Background: To choose a background, click on Background Choose the colours Upload an image as background or enter image link to upload Choose the opacity of the background image or colour by using the opacity slider To choose a pattern as background image, click on Patterns and choose a patternFurther choose the colour of the pattern 3Header To add a header, drag and drop the Header element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Heading 1, Heading 2, etc ...), Font Colour, etcfrom the top bar after selecting a text To resize, move the blue dots of the text box 4Text To add a text, drag and drop the Text element to your template and start editing the text after selection Elements can be cloned or deleted by clicking on the copy and delete icons Choose Font Styles, Font Size, Font Type (Headings,Paragraohs, etc..), Font Colour, etcfrom the top bar after selecting a text To resize, move the blue dots of the text box 5Image To add an image, drag and drop the Image element to your template Upload an image or add the image link to upload Choose the opacity of the background image by using the opacity slider To resize, move the blue dots of the box 6Badge To add a badge, drag and drop the Badge element to your template Choose a badge with from the options by clicking on it To resize, move the blue dots of the box 7Signatures To add a signature, drag and drop the Signature element to your template Choose a badge with from the options by clicking on it Choose the signature styles after selecting the signature To resize, move the blue dots of the box Preview and Save a template To preview a template, click on Preview To save a template, click on Save Before saving a template, enter a relevant name for your certificate from the top section Saved Templates Once saved, click on Back Saved templates are visible under the Template tab From the three dots, choose to Preview, Edit or Delete a template </s>
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<s>[INST] Pushing & Loading Snapshot Updates to Client Accounts [/INST] More Tutorials from the Community https://youtu.be/B6hs7PPaK_E https://youtu.be/ZBYuZjjgQ_A https://youtu.be/EIvov7clJYk https://youtu.be/EayXNoAJDmE Pushing Snapshot Updates to Client Accounts Follow the steps below to push Snapshot updates to linked accounts: Click Settings on the Agency View Click Account Snapshot Click the Push update to linked accounts button found on the right side of the Snapshot you wish to push out updates for Click Ok when prompted What happens? *Important* New Snapshot client account items (Snapshots Overview for the list of items) which were not in the Snapshot prior, thus were added by a Refresh (update) Snapshots, will be added to the client account *Any items in the client account that were created originally from the Snapshot will be updated to their state in the most updated (present) version of the Snapshot Based on (2.) if you make a change to items (ex: Campaigns) in the client account and then push an update to linked accounts, it will update the items to their state in the most updated (present) version of the Snapshot, thus deleting the changes if they are not in the most updated version of the Snapshot -- *Workaround: Create a copy of the item (campaign: Copying Campaigns) originally created by the Snapshot and make the edits thereThis untethers the campaign from the Snapshot thus pushing updates out to linked accounts will not touch the copyNote that you may need to update triggers and other items in the client account to reflect the new campaign Custom Values will not be edited or deleted, meaning it is the one exception to rules 2& 3aboveThis is why we suggest using them (Using Custom Values to Master Snapshots) Client account Users and Users (set in Campaign Configurations) will not be edited or deleted Other client account items that were not originally created by the Snapshot or have been added since the Snapshot was originally loaded will not be edited or deleted Snapshot updates will not be pushed to client accounts created in other agency accountsThese are client accounts that may exist in other agency accounts based on a Snapshot you shared - Share Snapshots (with other agencies) Loading a Snapshot into an Existing Clients Account To learn how to Load a Snapshot into an already existing account: Load Snapshots What happens? Nothing that already exists in the client account gets deleted or changed All of the Snapshot items within the Snapshot simply get added to what already exists in the client account If you load the same Snapshot into the same client account multiple times, the items of the Snapshot will duplicate If the snapshot has more than 100 locations to process, we’ll process the first 100 locations within the first 10 mins, then the next 100 locations after 10 min, and again 100 locations after 20 mins of initial processing </s>
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<s>[INST] Twilio Error 21610 "The message from/to pair violates a blacklist rule" when sending SMS [/INST] The Twilio API will return this message if you attempt to send an SMS or MMS to a recipient who has previously replied to your Twilio number with one of the following keywords: STOP STOPALL UNSUBSCRIBE CANCEL END QUIT In this scenario, your message would not be sent, and you would not be charged for the message attempt. Notice: When a user opts out of a phone number that belongs to a Messaging Service, the user is also opted out to receiving all messages sent from that particular Messaging Service. In order to successfully send messages to such recipients, they must opt into your messages by texting your number with one of the following keywords: START YES Copied from https://support.twilio.com/hc/en-us/articles/223133627-Error-21610-The-message-From-To-pair-violates-when-sending-SMS </s>
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<s>[INST] How to request a Twilio number that's not available? [/INST] Here's a list of countries supported with Twilio: https://support.twilio.com/hc/en-us/articles/223183068-Twilio-international-phone-number-availability-and-their-capabilities If the country you want is on the list but not on Highlevel, you can buy the number through the Twilio console for the locationIf you are on LC phone, please reach out to HighLevel supportIf the number is not available in the Twilio console, you can submit the Private Offering Form or request a ticket with Twilio supportLearn more about setting up the bundle/address when requesting a Twilio number Private offerings Example: Here's a case where we can request a number for Norway: Twilio currently does not have these numbers in stock, they can place a number order with the Inventory Team: Norway Mobile SMS ($12 Monthly) - Expected Delivery 1-2 Weeks Norway Toll-Free Voice ($25 Monthly) - Expected Delivery 2-4 Weeks Norway Local Voice ($3 Monthly) - Expected Delivery 2-3 Weeks We will need to provide the following information: - The SID of the Account to be associated with the number - The SID of the Bundle to be associated with the number - The SID of the address to be associated with the number - Required prefix for the number (if you have a specific prefix you’d like) - Quantity of phone numbers (and type) to purchase For help finding your Bundle or Address SID, please see: How to find a BU SID or an AD SID If you need to create a Regulatory bundle, please see: How to submit a regulatory bundle for Phone Number Regulatory Compliance Here is also more information on Norway Regulatory RequirementsTwilio support generally reviews the submission within 3 business daysOnce your documents have passed review, let them know so they can place an order for you for the phone numberFAQs 1How to get a mobile number in France for two-way SMS? Please vote up for this idea Twilio Alphanumeric Sender ID functionality to allow that! </s>
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<s>[INST] How to set up Delete Contact action [/INST] In this Article What is Delete Contact Action? How to set up Delete Contact action? FAQs Use Cases What is Delete Contact? Delete Contact is a powerful new action in workflow that permanently removes a contact from your account and workflows. This action provides a way to maintain a clean and organised contact list, ensuring you only target relevant leads and prospects. How to set up Delete Contact action in workflows? Step 1 - Add the Action - Click the "+" button to add an action. Search for delete contact or scroll down to "Actions" tab to select the same. Step 2 - Save the Action - Click on "Save Action" to finalise the workflow step. FAQs Q: Can Delete Contact Action be added anywhere in the workflow? A: Delete Contact action can be available only as the last step of the workflow. This action can only be added to the end of the branch. Q: Can I restore the deleted contact? A: Manual restoring of the contact can be done at the CRM end. Use Cases Auto deleting spam contacts. Delete contact using inbound webhooks or custom webhooks. </s>
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<s>[INST] How to use the Domain Connect feature? [/INST] More Tutorials from the Community https://www.youtube.com/watch?v=FqaYxK-p9Yw https://www.youtube.com/watch?v=Gtkme8bR_kc&feature=youtu.be https://www.youtube.com/watch?v=dmJZPW9Aic4&feature=youtu.be Domain Connect transforms the complex domain connection process into a seamless experienceBy automatically detecting and configuring domains with a mere click, it is replacing the need for manual DNS record adjustmentsSuitable for root domains and subdomains alike, Domain Connect epitomizes effortless efficiency and adaptability for a domain management experience that enduresCovered in this Article: What is this feature? Why is this important? How to use this feature? FAQs Q: Can I still manually configure my domains if I prefer not to use Domain Connect? Q: What if my domain provider is not one of the top three supported by Domain Connect? Q: What if I toggle on the option for "Also add www domain" but my www subdomain is already pointed to another system? Please Note: This is a domain connection feature, not a domain hosting featureYou need to have already purchased the domain in either Google Domains, Go Daddy, Cloudflare or IONOS for this to workIncase of Cloudflare proxy, make sure your automatically created DNS records have Cloudflare proxy turned offImportant: After the provider tab has been authorized, close it to proceed to the domain verification processWhat is this feature? The Domain Connect feature is designed to automate and streamline connecting domains to various web services or applicationsHere's a thorough explanation: Easy Integration with Major Providers: Connect your domains to a wide range of services through Google Domains, Go Daddy, or Cloudflare in just a few clicksHassle-Free Setup: Forget the struggles of manual DNS configuration; Domain Connect does it all for you, saving you time and preventing errorsWhy is this important? Quick and Simple: You can now link your domains to various services and applicationsSafe and Secure: Leverage the trusted infrastructure of major providers for a secure connectionFuture-Ready: Domain Connect is set to expand, supporting more providers and integrations with platforms like WordPress and email servicesHow to use this feature? Please Note: This is a domain connection feature, not a domain hosting featureYou need to have already purchased the domain in either Google Domains, Go Daddy, or Cloudflare for this to workLog in to your sub-account and navigate to your Settings >Domains tabClick on the Add Domain button to begin the processEnter your root domain or subdomain in the provided fieldIf adding the "www" subdomain as well, you'll see an option to add the root domainClick on the "Continue" button to proceedIf your domain is with Google Domains, Go Daddy, or Cloudflare, you'll see an "Authorize" buttonClick on it to allow Domain Connect to access your DNS settingsFollow the on-screen prompts to complete the authorization process on your domain provider's interfaceThis will automatically add or connect the required DNS recordsOnce authorization is complete, close that tab and return to the Domain Connect interfacePlease Note: For Google Domains, it will not complete the authorization process until you close this tab and head back to your sub-accountThe necessary entries will be added in the system, confirming the connection between your domain and the CRMIf your provider isn't supported, you can manually add the required DNS records with instructions provided in the interfaceVerify that the connection has been successfully established by testing your domainChanges may take up to 30 seconds or more to reflectIf there is an issue with your authorization or any kind of error, you will see this message: FAQs Q: Can I still manually configure my domains if I prefer not to use Domain Connect? A: Yes, manual configuration is still an option for users who prefer to set up their DNS records manually or whose domain providers are not currently supported by Domain ConnectQ: What if my domain provider is not one of the top three supported by Domain Connect? A: Users with domain providers not currently supported by Domain Connect can still manually add the required DNS recordsThe manual configuration process remains the sameQ: What if I toggle on the option for "Also add www domain" but my www subdomain is already pointed to another system? A: CNAME record will be created for your sub-domain in your DNS records and pointed to us, but we will not be able to delete the existing CNAME or A record that you have for your www domain, pointed to another serviceYou will need to delete that yourself so that your www domain can work with us </s>
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<s>[INST] How to use the Number Formatter Action? [/INST] Introducing the Number Formatter Action, an incredibly useful tool that allows you to format and manipulate numbers according to your specific requirementsThis action allows you to convert, reformat, or generate numbers in various formatsCovered in this Article What is the Number Formatter Workflow Action? What are some good usage cases for each Number Formatter Action Type? Text to Number: Format Number: Format Phone Number: Format Currency: Random Number: What are some general benefits of this feature? How to use the Number Formatter Action? Text to Number: Format Number: Format Phone Number: Format Currency: Random Number: FAQs Q: Can I use the Number Formatter Action to format numbers from external APIs? Q: Can I apply multiple formatting operations within the same workflow? Q: How does the Random Number feature ensure uniqueness in generated numbers? Q: Can date values be formatted using the Number Formatter Action? Q: Can I use the Number Formatter Action to format numbers in languages that use non-Arabic numeral systems? What is the Number Formatter Workflow Action? The Number Formatter Action encompasses five essential features: Text to Number, Format Number, Format Phone Number, Format Currency, and Random NumberSome of its capabilities include: Converting text to the number (e.g., "$12,345.67" to 12345.67) for easy comparison in If/Else conditions with number operatorsFormatting currencies to their respective locales before sending emails or SMS to contacts, ensuring a professional appearanceFormatting United States phone numbers as international numbers (e.g., adding "+1" country code) before storing or sending them via email, SMS, Slack, or a custom webhook to another platformWhat are some good usage cases for each Number Formatter Action Type? Here are some practical business examples for each of the Number Formatter Action features: Text to Number: aE-commerce order value calculation: An online store receives order data as text, like "3 items at $12.50 each." The Text to Number feature can extract the numerical values, enabling the calculation of the total order valuebSales data analysis: A company receives sales data in a text format such as "Revenue: $10,500.00." Using Text to Number, they can convert it to a numeric value for easy analysis and comparisoncFinancial report data import: A business imports financial data from a spreadsheet, with values like "€2,500.00." Text to Number can convert these values for seamless integration into the CRM's reporting featuresdSurvey response analysis: A marketing firm collects survey data with text-based responses like "I spent £150 last month." Text to Number can convert these values for further analysis and customer segmentationeSocial media data processing: A brand extracts numeric data from social media posts, like "We reached 10K followers!" Text to Number can convert this data to numerical values for tracking and reporting purposesFormat Number: aInternational sales reports: A multinational company needs to present sales data in region-specific formats for easier comprehension by their international teamsbCustomized invoices: A business generates invoices with region-specific number formatting, catering to the preferences of their international clientscData export: A company exports data from their CRM to share with a partner in another country, requiring the conversion of number formats to match local conventionsdClient reports: A marketing agency prepares reports for clients in different countries, adjusting the number formatting to match local preferenceseProduct pricing updates: An e-commerce store updates product prices on its website to accommodate different number formats based on the customer's locationFormat Phone Number: aSMS marketing campaigns: A company standardizes collected phone numbers into a consistent format for more effective SMS marketing campaignsbInternational calling: A customer support team formats phone numbers to include country codes, ensuring successful connections to international customerscData validation: A business verifies and corrects the formatting of phone numbers in their CRM to improve data accuracy and reduce communication errorsdPersonalized communication: A sales team adjusts the phone number format to match the customer's region, making the communication more relatable and personalizedeLead management: A lead generation company formats phone numbers to ensure proper routing and assignment to relevant sales agentsFormat Currency: aPersonalized pricing display: An e-commerce store displays prices in the local currency format based on the customer's location for a better shopping experiencebInvoicing: A business generates invoices with currency values formatted according to the client's country, ensuring clarity and professionalismcFinancial reports: A company prepares financial reports for stakeholders in multiple countries, formatting currency values to match local expectationsdMarketing materials: A marketing agency creates promotional content with region-specific currency formatting to appeal to international audienceseBudget management: A project manager converts currency values in their budget to a standardized format for easy comparison and analysisRandom Number: aUnique discount codes: An online retailer generates random discount codes for a limited-time promotion to encourage salesbLottery-style giveaways: A company runs a giveaway where customers are assigned random numbers, and the winners are selected based on a random number drawcRandomized product recommendations: A subscription box service uses random numbers to select items for inclusion in their customers' personalized dA/B testing: A company uses random numbers to assign website visitors to different versions of their website for A/B testingThis helps ensure a fair and unbiased distribution of visitors between the test groupseCustomer support ticket assignment: A customer support team assigns incoming support tickets to agents based on random numbersThis method helps evenly distribute the workload among agents and ensures that no single agent is overwhelmed with requestsWhat are some general benefits of this feature? Data consistency: By using the Number Formatter, you can standardize numerical data formats throughout your CRM, ensuring consistency and reducing the likelihood of errors or misunderstandingsBetter customer segmentation: The Number Formatter can help clean and transform numerical data, making it easier to segment customers based on accurate and consistent information, such as their spending patterns or other numeric criteriaImproved internationalization: The Number Formatter allows you to format numbers, currencies, and phone numbers based on regional standards, ensuring your content is easily understandable and accessible to a global audienceEnhanced personalization: By using the Number Formatter to format currencies or other numerical data based on user preferences or locales, you can provide a more personalized experience for your customers, leading to increased satisfaction and engagementStreamlined workflows: By automating number formatting tasks within your CRM, the Number Formatter can help save time and effort, reducing manual work and allowing your team to focus on more important tasksAccurate reporting and analytics: With consistent and well-formatted numerical data, your CRM's reporting and analytics capabilities become more accurate and reliable, enabling better data-driven decision-makingEfficient data import and export: The Number Formatter can help convert numerical data into a consistent format when importing or exporting data from your CRM, reducing errors and making data integration with other systems more seamlessIncreased automation capabilities: The Number Formatter enhances the CRM's automation capabilities by allowing you to format numbers dynamically in workflows, enabling you to create more sophisticated and adaptable automationDynamic content generation: Using the Random Number feature, you can create unique and dynamic content for promotions, discounts, or other marketing materials, adding an element of excitement and exclusivity for your customersImproved data validation: The Number Formatter can help validate and correct numerical data, such as phone numbers or currency values, ensuring that your CRM contains accurate information for better communication and customer relationsHow to use the Number Formatter Action? To use the Number Formatter Action, follow these steps: Inside a workflow, add the Number Formatter Action Text to Number: In the Number Formatter action, choose the Text to Number option in the Action Type dropdownaSelect Field: Choose a suitable field for text-to-number conversion from Contact fields, Custom fields, Custom values, or Inbound Webhook TriggerbInput Decimal Mark: Define the character used to denote the decimal portion of the numbercOutput: Use the result in further actions in your workflow with {{number_formatter.1.result}}Format Number: In the Number Formatter action, choose the Format Number option in the Action Type dropdownaSelect Field: Choose a suitable field for number formatting from Contact fields, Custom fields, Custom values, or Inbound Webhook TriggerbInput Decimal Mark: Define the character used to denote the decimal portion of the numbercTo Format: Select the required format from the listdOutput: Use the result in further actions in your workflow with {{number_formatter.1.result}}Format Phone Number: In the Number Formatter action, choose the Format Phone Number option in the Action Type dropdownaSelect Field: Choose a suitable field for phone number formatting from Contact fields, Custom fields, Custom values, or Inbound Webhook TriggerPlease Note: If you choose the Format Phone Number Action Type, you would only be able to choose Phone Number related fields bTo Format: Select the required format from the listcCountry Code: Select the required country code from the listdOutput: Use the result in further actions in your workflow with {{number_formatter.1.result}}Format Currency: In the Number Formatter action, choose the Format Currency option in the Action Type dropdownaSelect Field: Choose a suitable field for currency formatting from Contact fields, Custom fields, Custom values, or Inbound Webhook TriggerbCurrency: Select the required currency format from the listcCurrency Locale: Select the required currency locale format from the listPlease Note: Currency locale refers to the regional settings and conventions used to display currency values, taking into account the local formatting rules, symbols, and language preferencesIt determines how currency values are formatted and presented based on the region or country where the currency is being usedFor example, the currency locale for the United States uses the US Dollar symbol ($) and formats currency values with a comma as the thousands separator and a period as the decimal separator (e.g., $1,234.56)In contrast, the currency locale for Germany uses the Euro symbol (€) and formats currency values with a period as the thousands separator and a comma as the decimal separator (e.g., €1.234,56)Using the correct currency locale ensures that your customers or users can easily understand and interpret currency values, as they will be presented in a familiar and expected formatdOutput: Use the result in further actions in your workflow with {{number_formatter.1.result}}Random Number: In the Number Formatter action, choose the Random Number option in the Action Type dropdownaSpecify the Lower Range and Upper RangePlease Note: The Lower Range and Upper Range in the Random Number action type are the parameters that define the minimum and maximum values, respectively, within which a random number will be generatedBy setting these values, you can control the range of possible numbers that can be produced by the Random Number actionFor example, if you set the Lower Range to 1 and the Upper Range to 100, the Random Number action will generate a random number between 1 and 100, inclusiveThis functionality can be useful for creating unique codes, selecting random samples, or generating dynamic content within your CRM workflowsbSpecify the Decimal Points cOutput: Use the generated random number in further actions in your workflow with {{number_formatter.1.result}}Please Note: When selecting fields, ensure they suit the chosen formatting operation to avoid errors or unexpected resultsFAQs Q: Can I use the Number Formatter Action to format numbers from external APIs? A: Absolutely! Inbound Webhook Trigger can retrieve numbers from external APIs and format them accordinglyQ: Can I apply multiple formatting operations within the same workflow? A: You can use multiple instances of the Number Formatter Action in a single workflow to perform various formatting operationsQ: How does the Random Number feature ensure uniqueness in generated numbers? A: The Random Number feature generates numbers within a specified rangeWhile it does not guarantee absolute uniqueness, the odds of generating the same number multiple times decrease as the range increasesTo further ensure uniqueness, you can implement additional checks in your workflows to track previously generated numbers and prevent duplicates from being usedThis combination of a wide range and proper tracking will help minimize the likelihood of non-unique random numbers in your applicationsQ: Can date values be formatted using the Number Formatter Action? A: The Number Formatter Action is designed specifically for formatting numbersFor date values, consider using a dedicated date formatting action or toolQ: Can I use the Number Formatter Action to format numbers in languages that use non-Arabic numeral systems? A: The Number Formatter Action supports formatting numbers using the Arabic numeral system (0-9)Formatting numbers in languages with non-Arabic numeral systems would require a specialized tool or custom implementation </s>
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<s>[INST] LC - Phone Messaging Policy [/INST] To protect agencies' SMS reputation and limit exposure, we have implemented the below features available in LC - Phone System ONLY! This messaging policy applies to all subaccounts that are using LC - Phone for communication within the CRMWe all expect that the messages we want to receive will reach us, unhindered by filtering or other blockersAn important step that LC - Phone and our customers can take to make that expectation a reality is to prevent and eliminate unwanted messagesWe make sure that the messages sent through LC - Phone are to consenting parties and follow applicable laws, industry standards, and guidelinesWe also want to be mindful of measures of fairness and decency when in doubtCovered in this article: LC - Phone Messaging Policy How We Handle Violations? 1SMS Ramp-Up Model (V2): Why the change? How to update the limit for a sub-account? 2Spam Message Handling: Spam messaging error screens: How to revoke the DND for a contact? 3Opt-Out Language addition Sample Opt-Out Language message screen: How can I customize the opt-out message? What happens if my message already has an opt-out keyword? What happens when an end-user replies with the STOP keyword? 4Sender Information addition How can I customize the opt-out message? 5Error and Opt-out Rate Monitoring What should we do when we get a violation email? Stop all your workflows, campaigns, triggers, and/or bulk actions to contacts who have not explicitly opted in to receive messages from the sub-accountWhat are error and opt-out rates and good to have a threshold? What do I do to get the subaccount suspension removed early? FAQs How often does the SMS limit last? I'd like to send more than 5000 SMS per day, how can I increase my limit? What happens when we hit our daily limit, will we be able to respond to SMS if a lead replies? Can we undo the DND option in bulk? Is the auto append Sender ID and Opt-Out Language feature applying to every first text of workflow or manual SMS as well? Related articles: Related articles: LC - Phone Messaging Policy All messaging transmitted via the platform - regardless of use case or phone number type (e.g., long code, or toll-free) - need to comply with the Application-to-Person (A2P) messagingAll A2P messages originating from the system are subject to this Messaging Policy, which covers messaging rules and /or prohibitions regarding: Consent (“opt-in”): Consent can't be bought, sold, or exchangedFor example, you can't obtain the consent of message recipients by purchasing a phone list from another partyAnd SMS should only be sent to the opted-in contactsRevocation of Consent (“opt-out”): The initial message that you send to an individual needs to include the following language: “Reply STOP to unsubscribe,” or the equivalent so that Individuals have the ability to revoke consent at any time by replying with a standard opt-out keywordSender Identification: Every initial message you send must clearly identify you (the party that obtained the opt-in from the recipient) as the sender, except in follow-up messages of an ongoing conversationMessaging Usage: You should not be sending messages in any way related to alcohol, firearms, gambling, tobacco, or other adult contentFiltering Evasion: As noted above, we do not allow content that has been specifically designed to evade detection by unwanted messaging detection and prevention mechanismsThis includes intentionally misspelled words or non-standard opt-out phrases which have been specifically created with the intent to evade these mechanismsWe do not permit snowshoeing, which is defined as spreading similar or identical messages across many phone numbers with the intent or effect of evading unwanted messaging detection and prevention mechanismsThis policy applies to all customers who use LC - Phone messaging services to safeguard their messaging capabilities and servicesHow We Handle Violations? When we identify a violation of these principles, where possible, we will work with customers in good faith to get them back into compliance with the messaging policyHowever, to protect the continued ability of all our customers to freely use messaging for legitimate purposes, we reserve the right to suspend or remove access to the platform for customers or customers’ end users’ that we determine are not complying with the Messaging Policy, or who are not following the law in any applicable area or applicable communications industry guidelines or standards, in some instances with limited notice in the case of serious violations of this policy1SMS Ramp-Up Model (V2): Starting February 1st, 2024, all the sub-accounts created under LC Phone will have an 8-level ramp instead of the 7-day ramp with a lower limitBelow is the table which will give you a detailed idea of the ramp: Level SMS Sending Limit 1 100 2 250 3 500 4 750 5 1500 6 2250 7 3000 8 3000+ How it Works: This ramp will not start on the signup dateIn contrast, it will start on the day when the first successful SMS message is sentLearn more All Sub-Accounts start at Level 1, enabling them to send 100 SMS within 24 hoursTo increase sending limits, the Sub-Account must send the full level sending limit within a 24-hour windowAfter sending the full level sending limit within 24 hours, the Sub-Account will be temporarily restricted from sending SMS for the next 24 hoursDuring this temporary restriction, SMS sending is disabledAfter the 24 hours, the temporary restriction will be removedThe Sub-Account will be able to send messages again and the Sub-Account will unlock the next level sending limit, increasing their sending limitAn example A new Sub-Account will start on Level 1 Sending Limits of 100 SMS within 24 hoursTo unlock Level 2, A Sub-Account must send 100 SMS within 24 hoursAfter sending 100 SMS within 24 hours, the Sub-Account will be temporarily restricted from sending SMS for 24 hoursAfter 24 hours, SMS sending will be allowed again and you will unlock Level 2 sending limit of 250Then to unlock Level 3, you must send 250 SMS within 24 hours, after sending 250 SMS within 24 hours you will be temporarily restricted from sending SMS for 24 hoursAfter 24 hours, you will unlock Level 3 sending limit of 500This process of hitting the level sending limit and waiting 24 hours, continues until Level 8, which allows for 3000+ sendingFAQs on SMS Ramp Can I change or Remove this Ramp Up Model? NoPreviously we had an option for the agency to change the SMS limit within the ramp or post ramp periodThat capability has been taken awayDo one-to-one and Missed Call Text Back SMS count toward my daily limit sending? YesPreviously one-to-one messages and Missed Call Text Back messages were not considered as part of the day’s total message, this will be counted henceforthCan I send one-to-one messages during the 24-hour temporary sending restriction after reaching my level limit? NoPreviously, when a location was restricted temporarily the one-to-one messages used to be allowed, we have taken that capability awayWhy the change? LC - Phone policy was implemented to: Avoid SMS Spam blasts from fake signupsNew sub-accounts on LC - Phone will follow the Ramp-Up Model Avoid getting sub-accounts blocked due to suspicious activity Avoid legal actions due to increased spamming to non-consenting customersOnly bulk SMS sending will have daily limitations to avoid sub-account suspension due to non-compliant messaging activityWhat error screens or notifications will a sub-account see during a violation? Conversation Error: You have exceeded your SMS sending limitBulk Action: You are allowed to send 5000 message(s) in a dayYou have already sent 5000 message(s)If you wish to proceed, 1 Message(s) will be failed2Spam Message Handling: Each of the messages sent out from the sub-account ends up with the following 4 statuses: Sent: The messages whose response we did not receive from the carrier, can be in any of the three statuses belowDelivered: The messages which were successfully delivered and sent to the contactFailed: The messages which were canceled or were not sent to the carrier to forward to the contactUndelivered: The message sent was suspicious or did not fulfill the messaging policyAs part of this feature, we will only consider Undelivered messagesAll the undelivered messages end up with a particular error code and we will start storing them at each of the message levelsWe will further use them to start enabling Temporary/Permanent DND at a contact level so that new SMSs are not sent to them increasing your deliverability rateThe below table summarizes the undelivered SMS error codes and what each of them means and the relevant remediation measure we are taking: Response Code Code Description Remediation 30005 User Inactive/Number does not exist Enable Temporary DND 30003 Unreachable- Out of Service Enable Temporary DND 30004 Do not want SMS/DND enabled Enable Permanent DND 30006 Landline/Incapable to receive SMS Enable Temporary DND 30008 None of the above scenarios matched Do nothing Temporary DND: The DND set at a contact level can be revoked by the agency or locationPermanent DND: The DND set at the contact level cannot be revoked by the agency or the location as the contact is incapable to receive the message or had opted out from receiving messagesOpt-Out Keyword: Individuals must have the ability to revoke consent at any time by replying with a standard opt-out keyword like STOP, Unsubscribe, etcIn this case, also a permanent DND will be enabled at the contact levelAdvantage: This will restrict the location from sending SMS to non-relevant contacts, eventually increasing the deliverability rate and decreasing the possibility of getting blockedThe locations will only send out messages to the contacts who have opted inSpam messaging error screens: Conversation: Cannot send messages as DND is active for SMSBulk Action: All SMS sent via features like workflow, and bulk SMS will automatically skip the DND-marked contacts from the sender listHow to revoke the DND for a contact? For Temporary DND, go to the contact details and remove the DND flag, below is the screenshot of the sample screen: For Permanent DND, you cannot revoke the same from UITo revoke the permanent DND, request the contact to send a reply with the "START", "YES", and "UNSTOP" keywords to the numberThis should automatically remove the DND from the contractPlease Note: If the START keyword does not revoke the DND and still incoming/outgoing messages are failing, please raise a support ticket3Opt-Out Language addition The consent for sending out communications cannot be bought and the only way is to take explicit consent from the user for the SMS campaigns and communicationsThe consent is taken by a specific entity, in our case sub-accounts that are the actual sender of these communicationsTo comply with the messaging policies each of the initial messages sent out by the company to an end-user should have below two mandatory information, ie, Sender ID and opt-out Language: Opt-Out Language: The end user should have the capability to remove the consent at any time, so similar to above each initial message should also have opt-out keywords like STOP, UNSUBSCRIBE, etcWe will additionally add the opt-out language: “Reply STOP to unsubscribe"Please note: “Opt out message” feature is applicable to Bulk action(Bulk SMS), Workflow and campaigns and is not applicable to One on One conversation unless it is the first text being sent out to a new contact and that contact has never sent a text to the LC phone number beforeSample Opt-Out Language message screen: How can I customize the opt-out message? Go to Sub-account -> Settings -> Business Info -> General, where you can customize the opt-out message, below is the screenshot for reference: What happens if my message already has an opt-out keyword? In case the message already has one of the opt-out keywords mentioned in the above screenshot, no opt-out keyword will be added from our sideWhat happens when an end-user replies with the STOP keyword? If individuals reply with a standard opt-out keyword like STOP, the consent to send SMS will be revokedAll upcoming and queued messages will be failedAlso, a permanent DND will be enabled at the contact levelPlease Note: This is mandatory info that should be shared with the end customer so this is a mandatory check for all the initial messages4Sender Information addition The consent for sending out communications cannot be bought and the only way is to take explicit consent from the user for the SMS campaigns and communicationsThe consent is taken by a specific entity, in our case locations that are the actual sender of these communicationsTo comply with the messaging policies each of the initial messages sent out by the company to an end-user should have below two mandatory information, ie, Sender ID and opt-out Language: SenderID: Every message you send must clearly identify you (the party that obtained the opt-in from the recipient) as the sender, except in follow-up messages of an ongoing conversationWe will additionally add the sender info: “Thanks, <Location Name>"Please note: “Sender ID” feature is only applicable to Bulk action(Bulk SMS), Workflow and campaigns and is not applicable to One on One conversationSample message screen: How can I customize the opt-out message? Go to Sub-account -> Settings -> Business Info -> General, where you can customize the opt-out message, below is the screenshot for reference: Please Note: This is mandatory info that should be shared with the end customer so this is a mandatory check for all the initial messages5Error and Opt-out Rate Monitoring We are focused on helping our customers deliver trusted communicationsTo make sure that the carrier does not block or suspend the account permanently based on bad usageWe will be monitoring the delivery rate of the overall account and be taking proactive measures(as mentioned below) to keep the delivery rate in check: Violation Email - We will send out an email notification as soon as the subaccount hits the error rate of 8% and opt-out rate of 1%Temporary Account Restriction - We will send out a suspension email as the subaccount hits the error rate of 12.5% and opt-out rate of 2.5%Please Note: As soon as the account will hit the temporary suspension all upcoming outbound SMS will be failed till 00:00 AM UTCWhat should we do when we get a violation email? Stop all your workflows, campaigns, triggers, and/or bulk actions to contacts who have not explicitly opted in to receive messages from the sub-accountEnable and customize the Opt Out language and SenderID message as per your use case so that all the upcoming messages are not flaggedPlease discuss this with your client to make no bulk communication or messages blast or cold prospecting message campaigns are sent in the near future before we receive your reply to this ticketWhat are error and opt-out rates and good to have a threshold? A High Opt-Out Rate indicates that contacts receiving your messages have objected, generated complaints, or marked your SMS as spamA good opt-out rate is typically in the range of 0—1%Once the opt-out rate hits 2%, the sub-account will be locked for sending text messages for 24 hoursA High Delivery Error Rate indicates that you are sending SMS to contacts that are no longer in service, are unreachable, or use a non-SMS-capable device such as a landlineThis may also mean that external carrier filters are refusing to deliver your SMS due to bad sending behavior in the pastA good error rate is typically in the range of 0—6%Once the error rate hits 12%, the sub-account will be locked for sending text messages for 24 hoursWhat do I do to get the subaccount suspension removed early? The subaccount suspension will be lifted in 24 hoursHowever, if the sub-account is permanently suspendedPlease refer to the article Why is your account suspendedto unsuspend the sub-accountPlease Note: One on One conversation, Test SMS, Resend Message, and MissedCallTextBack are allowed even if the account is suspendedFAQs How often does the SMS limit last? The SMS limit will refresh every 24 hoursIf the account is brand new then each day the increments will increase according to the table aboveOnce you have hit the 8th day your SMS limit will be capped at 5000 per dayI'd like to send more than 5000 SMS per day, how can I increase my limit? Once your location(s) hit the 8th-day mark (5000 SMS per day), you may reach out to support and request a Limit extensionWhat happens when we hit our daily limit, will we be able to respond to SMS if a lead replies? No, you cannot respond manually to incoming messagesSMS daily limits will affect all messaging activities including manual SMS in conversation, automation within workflows, and bulk actionsCan we undo the DND option in bulk? No, we cannot because this is to prevent sending SMS in bulk again after DND is enabled for the contactsIs the auto append Sender ID and Opt-Out Language feature applying to every first text of workflow or manual SMS as well? This feature is only applicable to Bulk action (Bulk SMS) and is not applicable to One on One conversation or Workflows or Campaigns Related articles: What is LC - Phone System? How to Migrate an Agency and Sub-Account to LC - Phone? Regulatory Bundle and Address Creation for Sub-Accounts Toll-Free Number Registration for LC - Phone (US/Canada) </s>
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<s>[INST] How to Complete your 1099 Form for 2023 Income [/INST] As we approach tax season, we want to ensure a smooth process for everyone. Qualifying affiliates should have received an email from Tax1099.com to access your 1099 from HighLevel for the 2023 tax year. The IRS requires us to send out 1099s prior to January 31st. This 1099 outlines the total amount you received from HighLevel in 2023 and is essential for your tax return. You'll need to follow the directions provided in that email to be able to access it. What to do: 1. Log In: Click here to access the login page. 2. Enter Email ID: Use the email address where you received the Tax1099.com email. 3. Password: Refer to the Password Scenarios listed at the bottom of the login screen for the correct password. Here's a sneak peek of what the email looks like so you can find it in your inbox: We appreciate your prompt attention to this matter. Your cooperation ensures a seamless tax season for all of us. If you have any questions or encounter issues please reach out to our accounting team at accounting@gohighlevel.com. </s>
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<s>[INST] Search Engine Optimization Case Study [/INST] </s>
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<s>[INST] Facebook Conversions API Trigger in Workflows [/INST] With Workflows, you can add Facebook Conversion event actions in automation to send conversion data back to Facebook without anyone being cookied by a Facebook pixel! FAQs: "Which initial Workflow Triggers can I use the FB Conversions event with?" The Facebook Conversions API trigger event works with the following initial Workflow Triggers: Form Submitted, Survey Submitted, Customer Booked Appointment, and Order Form Submission. , "For an appointment, it will only work with "Customer Booked appointment," not with "appointment," as appointments are the general triggers and "Customer Booked appointment" is the trigger for the widget; click" here to learn more. "Which Event Details Parameters do we need to use"? Event Source URL "Which Customer Information Parameters can we use"? Client IP address - do not hash Client user agent - do not hash Email Address First Name Surname Browser ID (fbp) cookie – do not hash Click ID (fbc) cookie – do not hash "Can I use Custom Values for the Access Token and Pixel Id"? Yes, Custom Values will work in those fields. "Why don't I see test events in Facebook Business Manager"? If you don't see a test conversion, check the Diagnostics tab for any errors. A common issue we've seen is when FB has blocked the domain, so check Settings > Scroll to the bottom to "Domains In Your Allow List," where you can approve the domain.can "Does the 'Test Workflow' button work with testing FB conversions"? As of a recent update, we now support the Test Workflow button to test FB Conversion API workflows. "Why is Facebook reporting the conversion as "Custom Event" when I selected "Lead"? This happens when you send test data (we're not sure why Facebook does this), but it will show "Lead" when you run a live conversion. " </s>
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<s>[INST] Admin Vs. User Permissions [/INST] The following is a table outlining permissions of sub-account level roles. Sub-Account Level User Roles Admins can change the role of a particular user by going to Settings > My Staff > Edit (pencil icon) > Scroll to and expand "User Roles" </s>
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<s>[INST] A2P 10DLC Brand Approval Best Practices [/INST] More Tutorials from the Community https://youtu.be/r3Fm0ceLy8k https://youtu.be/MYdObJhE3nI When you register your A2P Brand with your Business Profile, LC Phone will submit your business information to The Campaign Registry for review, determining your eligibility and throughput for your messaging CampaignsThis article summarizes how Brand approval works and our best practices to ensure your Brand is approvedCovererd in this Article: How Brand Approval Works How To Maximize Your Trust Score Use a valid EIN for US-based companies – not a DUNS number How to find your EIN (for US companies) Use a Valid Tax ID for companies based outside of the U.SGuidance for companies in Canada Guidance for companies in the rest of the world Common customer errors for EIN/Tax ID Further recommendations: Check Your Business Address Supported Stock Exchanges Other Factors Frequently Asked Questions If you are getting this error "Maximum 3 tries exhausted, please reach out to support team for next steps.", please provide the location ID: Is an EIN mandatory and what do businesses outside the US use for Standard Barnd Registration? I received an error stating “We are unable to retrieve your TCR Trust Score” What does that mean? I received an error message stating, “Your brand registration failed” what does that mean? I received a low Trust Score; how can I increase the score? Another company acquired my company; whose information do I provide? My company’s business information has changed; how can I update my A2P Brand? How Brand Approval Works The approval process starts with a primary vetting of your brand completed by The Campaign RegistryAs part of the approval process, LC Phone will automatically submit your brand for Secondary Vetting, an additional review process that can lead to increased throughput and messaging limitsOnce that vetting is completed, you will receive a Trust Score that determines your long code messaging throughput to US networks and daily message limits to T-Mobile as described in Message throughput MPS and Trust Scores for A2P 10DLC in the USFor a full walkthrough of the Brand registration process, please see our A2P 10DLC Onboarding GuideHow To Maximize Your Trust Score To ensure your Brand is approved and you receive the most accurate Trust Score, you want to submit your business data properlyBelow are some best practices to follow along with some frequently asked questions regarding Brand registrationUse a valid EIN for US-based companies – not a DUNS number The provided EIN and Legal Company Name must match business registration sources for private and public for-profit companiesPlease ensure: For Standard A2P 10DLC brand registration, customers with a US presence must use an EINA DUNS number is unacceptable for US companies creating Standard A2P Brand registrationsA DUNS number should only be used in Business Profile creation if you do not want to use US A2P messaging and only want to use Stir/Shaken for VoiceFor Non-Profit and Political Organizations, the EIN has to match the Legal Company Name available in the Tax-Exempt Organizations or Registered Political Organizations listLearn more in Nonprofit and Government Guide to A2P 10DLC Text MessagingEnter your Legal Company Name exactly as registered with the IRS If you’re registering a US entity, please enter the exact Legal Company Name as registered with the IRS, which can be found on the CP 575 EIN Confirmation LetterAn exact match between the Legal Company Name and the EIN as displayed on CP 575 is required for the Brand to be successfully registeredPlease do not use the Legal Company Name found on the W2 or W9 forms as they may be different from what you have on the CP 575 noticeIf you do not have access to your company's CP 575 notice then contact your company's accountant or financing office and ask for itIf the CP 575 notice has been misplaced, you may request a 147c letter from the IRS and use the information there for registrationHow to find your EIN (for US companies) Review your CP 575 / 147c forms for your EIN Contact your company's accountant or financing office and ask for the EIN Use a Valid Tax ID for companies based outside of the U.SThe provided EIN and Legal Company Name has to match registration sources for private and public profit companiesPlease ensure: ALL customers creating a Business Profile must provide a valid Tax IDA Tax ID from their country is required for Standard A2P 10DLC brand registration or customers with an International presenceFor Businesses outside US /Canada there may be a requirement for additional vetting to verify their brand successfullyIn such cases, they will no longer be able to register as Low volume standardsGuidance for companies in Canada On July 27th, for companies in Canada, we switched to ONLY accepting the Business Number (BN) rather than the Corporation/Incorporation/Registry ID numbers for Canadian Brand RegistrationWe will only accept the first 9 numeric digits of the BN (BN-9)Here is an example of the format of a BN where the bolded part is the part we will collect in the Canadian BrandTax/Corporation ID field: 123456789RT0001 As always, please ensure that your legal company name and address is consistent with your business registration and is properly spelledGuidance for companies in the rest of the world European companies should use the VIES VAT number validation lookup to look up their brand information before submissionCompanies in Australia should use their Australian Business Number (ABN) and use the official ABN Lookup tool to look up the informationCompanies in New Zealand should use New Zealand Business Number (NZBN) and use the official NZBN lookup tool to look up the informationCompanies in Hong Kong should use your Companies Registry (CN) numberYou can use the official CN lookup tool to find itFor other countries, please enter the numeric portion of your VAT ID numberIf you don't have a VAT ID, please provide your country's primary corporation registration number or tax ID numberCommon customer errors for EIN/Tax ID It is using an incorrect business name, such as the name of the messaging provider, DBA, or the trade name of the company instead of the official legally registered nameThe Legal Name must not be abbreviated and must appear exactly as it is filed with the IRS (US) or the equivalent tax authority in other countriesIt is entering a number in the EIN or Tax ID field that is invalid for the EIN or home country company ID numberWe provide a DUNS number instead of an EIN for a US-based companyYou are using SSN to register your brandIf you used your SSN to file your taxes, you are a sole proprietor and should await further guidance from LC Phone on registering your brandFurther recommendations: For US businesses, to ensure you’re providing accurate information, enter your business's EIN into the HIPAA Space lookup websiteIf your business appears in the results, please fill in your name according to the business listing informationIf you are an ISV-type customer and need to validate and enter information for multiple brands in the US, you could use the subscription-based EIN verification service provided by TINCheckFor validating a brand’s status as a nonprofit, you can use Results for Tax Exempt Organization Search from the US IRSa Newly issued EINs or equivalent tax ID won’t propagate across the relevant databases validation systems for a few weeksSo, if your brand registration failed due to tax ID mismatch and you recently registered your business for a tax ID, please share documentation with support to help your brand get verified manually by the third-party vendorsAny such documentation must be from the federal level, not the state levelCheck Your Business Address For all entity types, a mismatch in one of the following might produce a lower Trust Score: Address/Street line City State Postal Code/Zip Code Country Please note Submitting the address of a local branch or any address different from the official registered company address might produce a mismatch with a negative impact on the Trust ScoreSupported Stock Exchanges For Public Profit companies, the stock ticker symbol and the designated stock exchange must match available sourcesAvailable Stock Ticker values are as follows: NONE NASDAQ NYSE AMEX AMX ASX B3 BME BSE FRA ICEX JPX JSE KRX LON NSE OMX SEHK SGX SSE STO SWX SZSE TSX TWSE VSE OTHER Other Factors The following factors will impact the Trust Score but cannot be influenced by data submitted: Company size: For all companies, points are earned for the detected size of the company based on independent sources of employee count and revenueYears in operation: All companies earn points for their years in operation and domain ageFrequently Asked Questions If you are getting this error "Maximum 3 tries exhausted, please reach out to support team for next steps.", please provide the location ID: Please send us the CP 575 form for the sub-accountOnce that's done, we will send that form along with the Account SID / Brand SID for Brand approval, they would be able to take care of itNOTE: 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 lineE.gEnter COMINSPECT INC COMINSPECT % MARK COHEN as the business legal name Is an EIN mandatory and what do businesses outside the US use for Standard Barnd Registration? EIN is required and mandatory for A2P standard brand registration for US entitiesDUNS will result in an error and puts the brand in an Unverified state preventing customers from proceeding with the next stepsDUNS is not an acceptable format for A2P brand registrationthe If you are a business outside of US then for Standard Registration you can use your business country Tax ID like BN9 for Canada, Company Number for the UK, Company Number from ASIC(ACN) for AUS, etc], I received an error stating “We are unable to retrieve your TCR Trust Score” What does that mean? During Brand approval, the vetting process is automated, however our vendor Aegis is going through some vetting issues, due to which there is a delay in populating the Secondary Vetting scoreIf we cannot retrieve your TCR Trust Score during Brand registration, it means that it’s undergoing this review which can take up to 7 business daysIf your Brand is not approved after that time, please contact SupportI received an error message stating, “Your brand registration failed” what does that mean? If you receive any error messages stating your brand registration has failed, please follow the instructions provided to resolve your brand informationYour brand registration information is vetted by TCR, and if the vetting rejects your brand information, you will get this errorSome reasons for failure of registration are: The business registration number (e.g., EIN or Tax ID) does not match your legal nameYou need to update one or both fields to resolve such an errorThe stock symbol or ticker you provided does not match your brand informationYou need to update one or both fields to resolve such an errorThe organization could not be verified as a US-registered non-profit organization or government entityTo resolve such an error, you need to update your entity type (a.k.a company type) or provide documents for manual verification of your entity typeFor more, see Nonprofit and Government Guide to A2P 10DLCI received a low Trust Score; how can I increase the score? The best way to improve your Trust Score is to ensure you have followed the above best practices including using a valid EIN and are using an accurate Business AddressIf you have followed the guidelines and are still seeing a low Trust Score, don't hesitate to get in touch with SupportPlease note that a Trust Score is calculated based on your brand footprintAnother company acquired my company; whose information do I provide? The guidance is always to provide the same business information you would use for your tax reporting at that given timeMy company’s business information has changed; how can I update my A2P Brand? Your registered business information must stay accurate and up to date for your BrandOnce your Brand and Business Profile are approved, you cannot make changes to them through the Console or API, so if you need to update any information in your Brand/Business Profile, please contact Support with the necessary changes </s>
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<s>[INST] Manually Issue Certificates [/INST] More Tutorials from the Community https://youtu.be/pNymK-JwNik https://youtu.be/HPf-CQDk8UQ https://youtu.be/BIW1zZk2eao https://www.youtube.com/watch?v=krJFr-yAWdY We're excited to introduce a new feature: Offline Certificates. This functionality allows you to send certificates manually to any contact, making it easier to manage certifications for testing purposes or for courses not hosted on HighLevel. Whether you're conducting offline training or wish to issue certificates for external courses, this feature offers a seamless way to acknowledge your learners' achievements. TABLE OF CONTENTS How to Send Manual/Offline Certificates How to Send Manual/Offline Certificates Step 1: Navigate to Certificates Log in to your HighLevel account. From the dashboard, select "Memberships" from the menu. Click on "Certificates" to access the certificate management area. Step 2: Choose or Create a Certificate Template You have the option to select an existing certificate template or create a new one from scratch. Step 3: Send the Certificate Once you've chosen or created your certificate template, click on the "Send" button. You'll be prompted to fill in details such as the instructor's name and the recipient's email. If the recipient is not already a contact, you can add them by selecting "Add New". After entering the required information, click "Send". Step 4: Certificate Delivery An email will be dispatched to the learner containing a link to download their certificate in PDF format. Step 5: Tracking Issued Certificates To view a record of all certificates you've sent, navigate back to "Memberships" > "Certificates" and select "Issued Certificates". This section provides a comprehensive list of all certificates issued, allowing for easy tracking and management. </s>
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<s>[INST] Limitation of using SMTP when emails are not sending [/INST] If you are using the SMTP provider to send emails and they're not delivering most of the time, the reason is usually because the sender email doesn't match with the SMTP email that you've configured here: Once you set up your SMTP provider, If you are getting an error when you send a test email in the Conversation You can click the ⚠️(red triangle) icon to view more details about the error in the conversation For the error that we display in the conversation, we will fetch the error we got from the SMTP provider and display it. If you are sending from the SMTP-integrated email already, please open a support ticket with the SMTP provider so they can provide the delivery status on the email. Learn more about Why Can't I use My Free Email Address As The SMTP? Setting alias For Google Gsuite SMTP: https://help.gohighlevel.com/support/solutions/articles/48001184605-setting-alias-for-google-smtp For SendGrid: https://docs.sendgrid.com/ui/sending-email/senders For Zoho: https://help.gohighlevel.com/support/solutions/articles/48001173743-using-zoho-as-your-smtp-provider </s>
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<s>[INST] Affiliates: First Steps for Your Referrals [/INST] Getting started as an affiliate can be intimidating, but HighLevel has a multitude of resources to help you keep your referrals engaged with the platform, understand its value, and leverage its features for successNote: This article covers affiliate strategyIf you're looking for help with finding your affiliate link or navigating the Affiliate Portal, please refer to this articleIf you need help getting payments set up, please refer to this articleHelping your referral choose the right HighLevel planUnderstanding the needs of your referral is key to retention and the customer’s journey, so make sure to suggest the best plan for them! We have 3 unique plans tailored to accommodate marketers with varying needs and experienceStarter ($97/mo): Great for brand new marketers or small business ownersAccess to website building, online booking, social media posting, and moreUnlimited contacts & users, but only 3 subaccountsUnlimited ($297/mo): Adds unlimited subaccounts, API access (for integrations), and a branded desktop app and more customizability for your whitelabelPro SaaS ($497/mo): Adds more extensive API access, the Eliza booking bot (conversational AI), split testing for your funnels, and the SaaS configuratorIf you want more help deciding on which plan is the best choice for your referrals, hop in one of our weekly Affiliate Strategy Sessions to get tips from other affiliates and our HighLevel Affiliate ManagersResources for your referrals once they sign upNow that your referral has selected a plan and signed up for the platform, be sure they have the resources they need to get acquainted with the platform and its breadth of featuresThere are two easy ways to get them a beginner walkthrough: HighLevel University is our integrated course that offers a walkthrough of the platform, as well as a bunch of quick wins for their business that can be leveraged using HighLevelIf your referral is in their trial period, make sure they take advantage of their free Kickoff Call for a personalized walkthrough of key features with a HighLevel team member(New customers who take advantage of their kickoff call are over 50% more likely to stay on the platform!) Keeping your referrals supported after their trial periodHighLevel is a feature-rich and robust platform, so making sure your referrals have all the resources they need to succeed is just as important after their trial period endsOur Customer Success team is available 24/7 to provide one-on-one assistance with strategy and implementation-related questions, and helping your referral put their business into actionThe Customer Support team is available 24/7 to troubleshoot any technical issues your referrals might faceHighLevel offers an abundance of educational materials through live events, webinars, and integrated coursesNote: be sure to encourage your referral to attend our monthly virtual workshopsMost importantly: we suggest you encourage your affiliates to reach out to you directly for any guidance or assistance they may need </s>
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