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<s>[INST] How to set up A/B testing for your Email Campaigns [/INST] Email marketers! Are you looking for a way to test and improve the impact of your emails? With A/B Test Campaigns, you can now 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 actionTry out A/B Test Campaigns today and see why they’re the best way to measure the success of your emailsFollow the guide below to get startedPlease Note: - A minimum 10 contacts are needed for each variationAt least 40 total contacts are needed to conduct any split test- A/B test campaigns can be only sent via using send now or scheduling the campaignIt will not work for batch schedule or RSS schedule- If no results are revealed by the end of the stipulated timeframe, the initial variation will be declared as the winning variation by defaultCovered in this article: How A/B Test Email Campaigns work How to Set up an A/B Test Email Campaign Step 1: Go to Marketing > Emails > Select "Campaign" from the dropdownAfter creating a new Email Campaign, there is an option to enable "A/B Testing." Step 2: Choose which you would like to split test: Email subject line or Email contentStep 3: Choosing the A/B Test Duration time frame Step 4: Choosing the number of split test variations Step 5: Choose the Winning Criteria Step 6: Testing your A/B Split test How A/B Test Email Campaigns work Choose one element to test, such as your email subject line or email contentSet the number of variations to be tested - A maximum of 6 variations can be testedSet the duration for when the test should run - Test duration can be set from 30mins to 24 hoursSelect the sample size of recipients for the test (each variation will be sent to exactly half of the sample) Choose the method for determining the winner: open rate or click rateHow to Set up an A/B Test Email Campaign Step 1: Go to Marketing > Emails > Select "Campaign" from the dropdownAfter creating a new Email Campaign, there is an option to enable "A/B Testing." Please Note: A/B test campaigns can be only sent via using send now or scheduling the campaignIt will not work for batch schedule or RSS scheduleStep 2: Choose which you would like to split test: Email subject line or Email contentEmail Subject Line (Optimize Open Rates) - It is necessary to play around with the length of the subject line or add personalization to get better open ratesEmail subject lines are the first thing the recipients will see when receiving an email campaign since subject lines are visible to them before they even open your campaignEmail Content (Optimize Click Rates)- You can test different elements in the campaign content that could influence or not the conversion or action from the recipients, like different section titles, article length, call-to-action buttons, images, videos, and moreStep 3: Choosing the A/B Test Duration time frame A/B testing is a key part of any email marketing strategy, and properly selecting the duration time frame is essential to successIt is important to consider how long it will take for customers to recognize, read, and act on emails when determining the duration time frame, as this can impact your resultsIn this step, we select the time period after the combinations are sent out, compared to the results for open or click ratesData collected during the test phase can be used to determine the email campaign's winning combinationTest duration is between 30mins to 24 hoursPlease Note: During the duration that is set, if there were no results for click or open rate as chosen, by default the first variation will be sent out as winning variationStep 4: Choosing the number of split test variations The number of variations in the email campaign will be based on the strategy that you are followingTo set the Test Size, use the slider to decide what percentage of contacts will receive different variationsYou can also set the slider to variations to 50%Please Note: A minimum 10 contacts are needed for each variationAt least 40 total contacts are needed to conduct any split testStep 5: Choose the Winning Criteria Select which winning metric you want to measure: Unique Open Rate or Unique Click RateStep 6: Testing your A/B Split test Once the A/B Test emails are prepared, and you are happy, you may test the email campaign or preview the campaign by clicking on the 3 dotsTo publish/launch your campaign to the selected receipts, please set the delivery method to either 'Send Now' or 'Schedule For Specific Date/time'Please Note: A/B test campaigns can be only sent via using send now or scheduling the campaignIt will not work for batch schedule or RSS scheduleOnce the email campaigns are sent out, you may check the enhanced statistics and reports of variations and overall email campaigns (Mentioned at 5:19secs) </s>
<s>[INST] HighLevel Chat Widget: How to Add It to Your Pages in Minutes [/INST] Installing the HighLevel Chat Widget on client websites is one of the easiest ways to generate leads without ad spendWhere traditional live chat often results in a bad user experience due to lengthy response times, the HighLevel chat widget excels as it opens up a 2-way SMS chat, freeing the user to leave the website but continue the conversation! That said, please note that HighLevel does offer a "Live Chat" type Widget option when configuring the Chat WidgetThis is typically used for larger teams with dedicated team members who can monitor live communicationsIn either case, the chat widget installation is simple and requires no development knowledge or technical skillsCovered in this article How to install the Webchat widget to a funnel and or website in HighLevel How to setup and test your webchat widget FAQs Can I customize my chat widget messaging per page? Can I create multiple chat widgets in a sub-account? Other Related Docs: Webchat for Duda: How to Get Started Webchat for Weebly: How to Get Started Webchat for Wix: How to Get StartedWebchat for Shopify: How to Get Started Webchat for Squarespace: How to Get Started Webchat for Shopify: How to Get Started How to install the Webchat widget to a funnel and or website in HighLevel Be sure you have purchased a phone number and completed the required A2P registration in the sub-account in order for the SMS replies to be sentFor more information go here: How to Purchase a Phone Number in a Sub-Account How to setup and test your webchat widget Step 1: Once you have a chat widget set up, you'll want to configure a Workflow Trigger to notify when a conversation is initiated via the chat widgetTo do this, the trigger event should be "Customer Replied" with a filter for "Reply Channel" set to "Chat Widget" like this: Every "Reply channel" will require its own respective triggerFor the example above we are only using "Chat Widget", if you wanted to use Google Messages you would need to setup a NEW trigger and or workflow for that specific eventStep 2: Next hit the + > Search for "Internal notifications" > You can select from 3 options: 1Email - Send email to a specific Users or custom email 2In-app notification - Send a notification via the web app or mobile app to a specific Users or all 3SMS - Send SMS to a specific Users or custom number Quick Tip: Use the "{{Message Body}}" custom value in your notification email/text to display the message that the user entered into the chat widgetOther Related Docs: Webchat for Duda: How to Get Started Webchat for Weebly: How to Get Started Webchat for Wix: How to Get Started Webchat for Shopify: How to Get Started Webchat for Squarespace: How to Get Started FAQs Can I customize my chat widget messaging per page? The current configuration of the webchat widget does not allow for dynamic messagingAlthough the widget can be used on multiple pages, the messaging will remain consistent with the initial setupCan I create multiple chat widgets in a sub-account? No, each sub-account comes with one webchat widget </s>
<s>[INST] Subscription & Refund trigger for payments [/INST] With additional triggers around payments, business users have more control over automations built around lead conversion processes. Along with the current support for Payment Received, Order Submitted trigger and Invoice trigger, we have added the support for 2 new additional triggers 1. Subscription Trigger Allows to automate processes around the status changes for subscriptions When a subscription is created for a customer When the subscription moves over from trial to active When a subscription is cancelled Businesses can also use subscription status filters to create IF conditions based on status changes or the product associated with the subscription and can also make use of the custom values inside Payments custom values. 2. Refund Trigger Allows automations to be built around payments that are processed as refunds by you or your sales agents. Users will be able to trigger a workflow based on a refund attempt and then branch conditions based on: Whether the refund was success or failed Whether the refund was for full amount or partial amount OR based on the amount or source of the refund Refund custom values are also available inside the Payments section in custom values to allow businesses to send customised notifications based on different scenarios These triggers work with Stripe, Authorize.net and NMI integrations available under Payments -> Integrations For Paypal, the trigger only works when a subscription is created and not on any further actions. All functionalities will be available soon for PayPal Related Articles How Subscriptions work with NMI/Authorize.net How Subscriptions work with Stripe </s>
<s>[INST] Understanding the Agency Owner Role in Your Agency Account: What You Need to Know [/INST] The Agency Owner role is the primary user in agency account management, enhancing decision-making and communication processesThis role provides additional privileges and streamlines ownership transfers, contributing to efficient and effective agency operationsCovered in this Article What is the Agency Owner's Role? What are the functionalities of this role? What are the benefits of this role? What are some excellent Usage Cases for this feature? How to Configure the Agency Owner Role? Transferring Ownership: FAQs Q: Can an agency account have multiple Agency Owners? Q: What happens if an Agency Owner is deleted from the system? Q: Can other Agency Admins change the Agency Owner's user role? Q: Will the introduction of the Agency Owner role impact the permissions and functionalities of the Agency Admin role? What is the Agency Owner's Role? The Agency Owner role is designed to establish a primary User for an agency account and facilitate critical communications and actions through themThe role will have the same permissions as an Agency Admin but with additional privileges, such as the ability to transfer ownership and being the main point of contact for account-related actions, such as account deletion or paymentsWhat are the functionalities of this role? The functionalities of the Agency Owner role include: Serving as the primary User for an agency account, making them the main point of contact for critical communications and actionsRetaining the same permissions as an Agency Admin, ensuring they can manage and oversee all aspects of the agency accountPossessing the exclusive ability to transfer ownership to another user with an Agency Admin role provides account management flexibilityPreventing other Agency Admins from changing the Agency Owner's role or deleting their account without transferring ownership ensures account leadership stabilityCollaborating with other users in the agency account to make crucial decisions and manage the team effectivelyWhat are the benefits of this role? The Agency Owner role brings several benefits to agency account management: Clear Hierarchy: By establishing a primary user, the Agency Owner role creates a clear hierarchy within the agency account, making decision-making and responsibility delegation more efficientStreamlined Communication: Having a designated point of contact for critical communications and actions ensures that important information is directed to the right person, leading to faster response times and better overall communication within the agencyEnhanced Control: The Agency Owner can transfer ownership, offering better control over agency account management and facilitating smooth transitions when neededStability and Security: Preventing unauthorized role changes or account deletions ensures that the Agency Owner maintains stability in the account leadership, contributing to a secure and well-managed agency environmentImproved Collaboration: The Agency Owner role fosters better collaboration between team members, as they have a clear leader to turn to for guidance, support, and decision-makingThis can result in a more cohesive and productive team dynamicWhat are some excellent Usage Cases for this feature? Agency Merger: Two agencies decide to merge their operationsThe Agency Owner from one agency can transfer their ownership to the Agency Owner of the other agency, streamlining the merger process and consolidating account managementOwnership Handover: The current Agency Owner is leaving the company or moving to a different departmentThey can transfer the ownership to a trusted Agency Admin, ensuring a smooth transition of responsibilitiesAccount Deletion: The Agency Owner serves as the main point of contact for account-related actions, such as account deletionIf the agency decides to close its account, the platform can directly communicate with the Agency Owner for approvalBilling and Payments: The Agency Owner can act as the primary contact for billing and payment-related communications, streamlining financial management for the agency and the service providerTeam Restructuring: The Agency Owner can efficiently manage team roles and responsibilities, making strategic decisions on role assignments or transferring ownership when required, based on the agency's needs and growthConflict Resolution: When conflicts arise between team members, the Agency Owner can step in as the primary decision-maker, using their authority to resolve disputes and maintain a harmonious work environmentStrategic Planning: The Agency Owner can lead strategic planning sessions for the agency, leveraging their role as the primary user and decision-maker to set goals and develop action plans for the teamAccess Control: The Agency Owner can oversee access control for the agency account, ensuring only authorized users can access the account and its resourcesCompliance and Security: The Agency Owner can work closely with the platform provider to ensure the agency meets all compliance and security requirements, acting as the main point of contact for related communicationsCollaboration with External Partners: The Agency Owner can serve as the primary contact for external partners, such as clients, vendors, or other agencies, streamlining communication and collaboration while maintaining a clear line of responsibilityHow to Configure the Agency Owner Role? For agencies newly created after this feature's release, The first Agency Admin added to the agency account will be marked as an agency ownerFor Existing agencies, we chronologically identify the first User added to the account with the below permissions setupUser type: Agency User role: Admin Based on the above, We will change the user role in the backend from admin to ownerTransferring Ownership: To configure the Agency Owner Role, please navigate to the Agency view > Settings > TeamEdit the User who is the current Agency OwnerGo to User Roles> Transfer Owner Choose another agency admin to be made the next Agency Owner from the dropdown and click on Save: Once you click confirm, the current Agency Owner will be automatically made an Agency Admin, and the chosen Agency Admin will be made the Agency OwnerFAQs Q: Can an agency account have multiple Agency Owners? A: No, an agency account can only have one Agency Owner at a timeIf the current owner wishes to change, they must transfer the ownership to another user with an Agency Admin roleQ: What happens if an Agency Owner is deleted from the system? A: If an Agency Owner is deleted, the system automatically assigns ownership to the following User based on the created date, in descending orderIf no users with appropriate permissions (Agency, Admin) exist, the system will hold assigning ownership until a user with the required role structure is addedQ: Can other Agency Admins change the Agency Owner's user role? A: Other Agency Admins cannot change the Agency Owner's user roleOnly the Agency Owner can change their user role by transferring ownership to another Agency AdminQ: Will the introduction of the Agency Owner role impact the permissions and functionalities of the Agency Admin role? A: No, the Agency Owner role will not impact the permissions and functionalities of the Agency Admin roleThe Agency Owner will have the same permissions as the Agency Admin, with added privileges for transferring ownership and being the main point of contact for account-related actions </s>
<s>[INST] Set Event Start Date Action In Workflows [/INST] In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event managementThis feature is crucial for maintaining well-organized webinars, conferences, or personalized notification systemsCovered in this Article What is the Set Event Start Date Step in Workflows? What are the benefits of this feature? What are some practical usage cases of this Workflow Action? How to use the Event Start Date Action? Step 1: Add the Event Start Date/Time Action to Your Workflow Step 2: Customize the Event Start Date/Time Step 3: Add a Wait for Event/Appointment Time Action FAQs Q1: Can I use the "Set Event Start Date/Time" action for recurring events? Q2: Can I set multiple Event Start Dates/Times in the same workflow? Q3: What happens if a contact enters the workflow after the Event Start Date/Time has passed? Q4: Can I use the "Set Event Start Date/Time" action without a corresponding "Wait for Event/Appointment Time" action? Q5: If my workflow settings are set to respect Contact time zones, how does that affect the "Set Event Start Date/Time" action? What is the Set Event Start Date Step in Workflows? The "Set Event Start Date/Time" action is a tool within a workflow management system that allows you to define a specific date and time to serve as the reference point for subsequent steps in your workflowIt's especially useful for scheduling tasks, reminders, or actions that need to occur before or after a particular eventOnce this action is set, you can use the "Wait" steps in your workflow to Wait for Event/Appointment Time to pause the execution until a specified time relative to this event dateFor example, you could set up reminders to go out several days before an event or schedule a follow-up action for several days after the eventThis tool offers flexibility and automation, enabling effective time management within your workflowIt's particularly valuable for managing webinars, conferences, meetings, and eventsWhat are the benefits of this feature? The "Set Event Start Date/Time" action offers several practical benefits for managing workflows and events: Automated scheduling: This action allows you to schedule tasks, reminders, or emails to occur at specific times relative to an event automaticallyThis can greatly reduce manual work and ensure nothing gets overlooked or forgottenTimely reminders: If you manage events such as webinars or conferences, this action can automatically send reminders to attendees a certain number of days or hours before the event starts, increasing engagement and attendance ratesFollow-up actions: You can also use this action to schedule follow-up tasks or communications after an eventFor example, you could automatically send out a survey or a thank you email several days after an eventFlexibility: The "Set Event Start Date/Time" action isn't limited to specific datesIt can be used with any date-related field, so you could set it up to trigger tasks based on individual customer dates, like renewal dates or birthdaysRecurring Events: It can also handle recurring eventsFor instance, if you run weekly webinars, you can set up your workflow to automatically send out reminders each week and then reset the event date for the following weekTime-specific Actions: Some actions need to happen at a specific time, such as a social media post or a sales announcementThis action lets you schedule those actions preciselyWhat are some practical usage cases of this Workflow Action? Webinar Management: If you're organizing a webinar, you can use the "Set Event Start Date/Time" action to specify the webinar date and timeThen, you can add "Wait for Event/Appointment Time" steps to send out reminder emails a week, a day, and an hour before the webinar startsA follow-up email could be set to go out a day or two after the event to thank participants and share additional resourcesSubscription Renewals: For a service with annual renewals, you can pair this action with a custom date field for each customer's renewal dateUsing "Wait for Event/Appointment Time" steps, reminders can go out a month, a week, and a day before each customer's renewal date, nudging them to renew and providing necessary instructionsConference Planning: When organizing a conference, set the conference date as the event start date, and use "Wait for Event/Appointment Time" steps to automate communications like early bird registration reminders, ticket purchase reminders, event schedules, or last-minute updatesBirthday Promotions: For businesses that offer special promotions for customers' birthdays, this action can be paired with a custom field for each customer's birthdayA "Wait for Event/Appointment Time" step can be set up to send a birthday greeting and a special birthday discountProduct Launches: If you're launching a new product, the launch date can be established as the event start dateYou can set up a series of "Wait for Event/Appointment Time" steps to send out teaser emails leading up to the launch, a launch announcement on the day, and follow-up communications after the launchTraining Sessions: If you're providing training sessions, use the "Set Event Start Date/Time" action to mark the session's startThen, use the "Wait for Event/Appointment Time" steps to send out session details, reminders a few days before the session, and last-minute reminders an hour before it startsYou can also schedule a follow-up email to share session recordings or materialsProduct Trials: For a product or service with a free trial period, you can set the trial expiration date as the event start dateUsing the "Wait for Event/Appointment Time" steps, send reminders to users a week, three days, and one day before their trial expires, encouraging them to purchase the full versionSales or Promotions: If your business has a sale or promotion, set the start date/time of the sale as the event dateYou can then schedule "Wait for Event/Appointment Time" steps to send out teaser emails, launch the sale, and send last-chance reminders as the sale endsAnnual Checkups or Maintenance: If your business involves annual checkups or maintenance, like an HVAC business or a dentist's office, you can set each customer's next appointment date as the event start dateThen use the "Wait for Event/Appointment Time" steps to remind customers of their upcoming appointment and follow up afterwardProject Deadlines: If you're managing a project with a specific deadline, you can use the "Set Event Start Date/Time" action to mark the deadline and then use the "Wait for Event/Appointment Time" steps to send out reminders or tasks to the team in the lead-up to the deadlineHow to use the Event Start Date Action? Step 1: Add the Event Start Date/Time Action to Your Workflow Navigate to the specific Workflow you want to modifyAdd the "Set Event Start Date/Time" action and prepare to customize the actionStep 2: Customize the Event Start Date/Time You usually have options for the type like Custom Field, Specific Date/Time, or Specific DayFor Custom Fields, you can use pre-created Custom Date Field custom values to tell the workflow what event date you want to specifyPlease Note: The "Set Event Start Date/Time" action often allows you to use a variety of date and time formatsHere are some formats that are commonly accepted: MM-DD-YYYY HH:MM: This format includes the month (MM), day (DD), and year (YYYY), followed by the time in 24-hour format (HH:MM)For example, December 21st, 2021 at 8:30 AM would be written as 12-21-2021 08:30DD-MMM-YYYY HH:MM: This format includes the day (DD), the abbreviated month (MMM), and the year (YYYY), followed by the time in 24-hour format (HH:MM)For example, October 21st, 2021 at 8:30 AM would be written as 21-OCT-2021 08:30Select the option you wish to use and fill out the necessary informationFor example, if you select a specific date and time, you'll need to enter the exact date and time for the eventSave the action to add it to your WorkflowStep 3: Add a Wait for Event/Appointment Time Action After setting the event start date/time, add a "Wait for Event/Appointment Time" action in your WorkflowSet the action to wait until a certain number of days/hours/minutes before or after the event start date/timeFor example, if you set this to 2 days before, the Workflow will wait and send off the next action 2 days before the scheduled Event Start DatePlease Note: The Wait for Event/Appointment Time Action has some further configurationsEvent / Appointment Time: This field typically relates to the event or appointment you've set with the "Set Event Start Date/Time" actionThe "Wait for" action will hold until the specified time relative to this event or appointmentUNTIL - When: This configuration allows you to set the wait time until the next action occursThis is based on a period of months, days, hours, and minutesFor example, you could set this to wait until 2 days and 3 hours before the event timeValues that exceed the max limit will be distributed to the larger units of timeFor instance, if you input 60 minutes, it will be converted to 1 hourIF THE TIMING OF THIS WAIT STEP IS ALREADY IN THE PAST, HOW SHOULD THE CONTACT PROCEED?: This configuration determines how the system should handle instances where the wait time is already past dueOptions typically include: Move to the next step: The workflow will skip the wait and proceed to the next step in the workflowMove to a specific step: The workflow will skip the wait and move to a specific step that you designateSkip all outbound communication actions, till next wait or Event Start Date action: The workflow will skip any actions that involve sending communication (such as emails or SMS) until it encounters the next "Wait for Event/Appointment Time" or "Set Event Start Date/Time" actionSave the action to confirm your changesRemember, these actions are repeatable within the workflowYou can add multiple "Wait for Event/Appointment Time" actions to create events leading to or following the Event Start DateFAQs Q1: Can I use the "Set Event Start Date/Time" action for recurring events? A1: Yes, it's typically possible to use this action for recurring eventsYou can set the Event Start Date/Time for the first instance and then use a "Go To" action to loop back to the start of the workflow for subsequent instancesQ2: Can I set multiple Event Start Dates/Times in the same workflow? A2: You can typically add multiple "Set Event Start Date/Time" actions within the same workflowEach one could correspond to a different event or appointment, and you could then use corresponding "Wait for Event/Appointment Time" steps to create actions relative to each start date/timeQ3: What happens if a contact enters the workflow after the Event Start Date/Time has passed? A3: The behavior depends on your settings for the "Wait for Event/Appointment Time" actionIf you set it to "Move to the next step" or "Move to a specific step", the contact would skip past the wait actionIf you set it to "Skip all outbound communication actions, till next wait or Event Start Date action", they would skip outbound communication steps until they encounter the next wait or start date/time actionQ4: Can I use the "Set Event Start Date/Time" action without a corresponding "Wait for Event/Appointment Time" action? A4: It wouldn't be very useful when you could technically set an event start date/time without a subsequent "Wait for Event/Appointment Time" actionThe main purpose of the "Set Event Start Date/Time" action is to establish a point in time that other actions can refer toQ5: If my workflow settings are set to respect Contact time zones, how does that affect the "Set Event Start Date/Time" action? A5: If your workflow management tool supports time zones, you would typically set the Event Start Date/Time in your time zone, and the tool would then adjust it based on each contact's time zoneIf the workflow doesn't have time zone information for a contact, it would typically use your account's time zone by default </s>
<s>[INST] Outbound Calls / Softphone - How It Works [/INST] TABLE OF CONTENTS Blind Transfer Warm Transfer FAQs: 1. If I log in as the user with an assigned Twilio number, why are calls going from the default Twilio number? 2. Why Call disconnected in mobile app only? 3. I can't dial out from the sub-account, call drops right away when I try to call out using the dialer 4. Why I Cannot find contacts in live transfer window - warm transfer? Blind Transfer Search Contact, click on the Contact to Transfer & End the current call Warm Transfer Search Contact, click on the Contact to Call & Hold the current call, once they pickup, we can merge them. FAQs: 1. If I log in as the user with an assigned Twilio number, why are calls going from the default Twilio number? Calls will be dialed out from the user-assigned Twilio number only if the user has only assigned data enabled and the user role is User. If the user doesn't have only assigned data enabled and the user role is an Admin, we will use the default Twilio number to call. To switch the number to use for outbound calls, once we click on the dialer, we can select the Twilio number from the Call from dropdown here: 2. Why Call disconnected in mobile app only? 3. I can't dial out from the sub-account, call drops right away when I try to call out using the dialer Check out Troubleshooting Outbound Calls using Dialer on Desktop Web App 4. Why I Cannot find contacts in live transfer window - warm transfer? </s>
<s>[INST] When email replies are not showing up in Conversation [/INST] This guide troubleshoots issues with email replies not appearing in conversationsThis could be due to several factors like incorrect Mailgun setup, faulty MX records, or issues with domain providers like WIXFollow these steps to diagnose and resolve the issues efficientlyCovered in this Article Troubleshooting When email replies are not coming back to the Conversation 1Check if Mailgun Receiving Route is set upIf you are on LC Email, move on to Step 2 2How to check MX records 3Check if you are using the Root domain with Google Workspace and Mailgun 4Double-check DNS records 5If you are using an SMTP provider instead of Mailgun/LC Email 6If you are using WIX as your Domain DNS provider Troubleshooting When email replies are not coming back to the Conversation 1Check if Mailgun Receiving Route is set upIf you are on LC Email, move on to Step 2 How to setup Replies in MailGun 2How to check MX records The MX record is essential for Mailgun to track the replies tracking1Switch to agency view > Settings > Email Services > Location Settings > Copy the domain/subdomain set up for the sub-account 2Go to Mxtoolbox to look up the MX record for the subdomain/domain you copied Depending on the subdomain you set up with Mailgun, For example: If you set up companyname.com, You will look up the MX record for companyname.com If you set up replies.companyname.com, You will look up the MX record for replies.companyname.com to see if two records point to mxa.mailgun.org and mxb.mailgun.orgIf they are missing, We must add mxa.mailgun.org and mxb.mailgun.org and set priority 10 for both MX recordsSuppose other records point to other email servers like (e.g., Google Workspace)We can only choose one here, so you must either set up a subdomain for Mailgun or not use the domain for other email servers like (e.g., Google Workspace)More information: Can I Use the Same Domain Name for Mailgun and Google Apps (Or Another Email Server)? If it's still not working, please share a screenshot of all the DNS records in your domain provider and reach out to our support here (GoDaddy, Namecheap, etc.)You can also check with your domain provider's support and see what is missing3Check if you are using the Root domain with Google Workspace and Mailgun If you are setting up a root domain to use with Mailgun, Ensure it is not pointing to somewhere else like Google Workspace, as it might contradict Google Workspace or Outlook, where you use the same domain for work emailsMore information on Can I Use the Same Domain Name for Mailgun and Google Apps (Or Another Email Server)? If you use the Mxtoolbox to look up the MX record for the root domain, it is pointing to Mailgun, as shown in the screenshot below, and other email servers (e.g., Google Workspace)We can only choose either one here, so you will need to either set up a subdomain for Mailgun or don't use the domain for other email servers like (e.g., Google Workspace) 4Double-check DNS records Log in to Mailgun - 1Expand Sending tab 2Click the last menu item, Domain Settings 3Make sure you select the correct domain/subdomain for the location on top 4Click DNS records on the top middle 5Click Verify DNS settings and see if all 5 DNS records, especially the MX record, have a green checkmark? Sometimes it might show if they have all green checkmarks, but it might not be the case; you will need to click the Verify DNS Settings button again to refresh the record: 5If you are using an SMTP provider instead of Mailgun/LC Email 6If you are using WIX as your Domain DNS provider Check out Mailgun replies not working when using WIX as the domain provider </s>
<s>[INST] Import Existing Twilio Numbers into HighLevel [/INST] 1. Is the number you want to import a Twilio number? Yes - go to 2. No - Check out how to port a Phone Number to Twilio here 2. Once it's ported as a Twilio number, How to import an existing Twilio phone number into a HighLevel client account? how to move Twilio numbers from your client's Twilio account to your own Twilio account here. How to locate the gaining SID for the account: 1. Click on sub-account name on the top left 2. Click on Switch to Agency View 3. Click on Settings 4. Click on Phone Integration 5. That's the master Twilio account SID 6. Click on Sub Account Settings 7. Click on the pencil icon on the right for the sub-account you want to move the number to 8. That'd be the gaining Account SID for the sub-account you want to move the number to Click on Update Credential to update the Twilio Account SID and auth token for the sub-account </s>
<s>[INST] Manage Sub-account Email Settings and Migration in LC Email [/INST] TABLE OF CONTENTS How to Filter Sub-Accounts' Email Providers Migrate a Sub-Account Over to LC - Email Bulk Migration of Sub-Accounts to LC - Email Transfer all Mailgun sub-accounts or specific Mailgun dedicated domain sub-accountsInclude LC - Email dedicated domains for sub-accounts within the agencyFAQ: Can I Transfer a Dedicated Domain from One Sub-Account to Another? Can I Share Agency Dedicated Domain with Sub-Accounts? Can I Share a Sub-account Dedicated Domain with Sub-Accounts? Migrating Your Agency Over to LC - Email How to Filter Sub-Accounts' Email Providers Navigate to Agency Settings -> Email Services -> Location Settings and Click the "Filter" buttonAll your sub-accounts email service records will be available on the pageWe have three option in Filter 1LeadConnector 2Mailgun 3Others(sub-account using thier own email service provider) Filter by LeadConnector This option allows you to find all sub-accounts that use LeadConnector as their default email serviceYou also have the flexibility to combine filters to narrow down your search furtherFor example, you can filter sub-accounts by both domain name and email validation status simultaneouslyFilter by Dedicated Domain nameFilter by Email validation enabled / disabled accountFilter by Mailgun This option allows you to find all sub-accounts that use Mailgun as their default email serviceYou have the option to filter by Mailgun dedicated domainFilter by Other This option allows you to find all sub-accounts that use their own email service providersMigrate a Sub-Account Over to LC - Email Navigate to Agency Settings -> Email Services -> Location SettingsChoose the sub-account and click the Pencil iconChoose the LeadConnector and select your dedicated domain or set Fallback to Default(Agency default domain) and save the settingsBulk Migration of Sub-Accounts to LC - Email Navigate to Agency Settings -> Email Services -> Location Settings and Click the "Filter" buttonAll your sub-accounts email service records will be available on the pageBased on your filter you can move the sub-account to LC EmailDiscover more about our filtering capabilities by clicking hereExample for moving Mailgun sub-accounts to LC Email Transfer all Mailgun sub-accounts or specific Mailgun dedicated domain sub-accountsNavigate to Agency Settings -> Email Services -> Location Settings and Click the "Filter" buttonYou have two options Select Mailgun to filter all the Mailgun sub-accountsSelect Mailgun and a dedicated domain to filter all sub-accounts associated with Mailgun dedicated domainsAll Mailgun sub-accounts will be filteredClick the checkbox near the Location name and use "Select all" option in the table headerClick the "Manage" button and select Migrate to LC under the Request typeClick Confirm to select the LC dedicated domainChoose the dedicated domain and click Confirm to Migrate the sub-accounts to LC EmailInclude LC - Email dedicated domains for sub-accounts within the agencyNavigate to Agency Settings -> Email Services -> Location SettingsChoose the sub-account and click the Pencil iconFAQ: Can I Transfer a Dedicated Domain from One Sub-Account to Another? You have to delete the domain and add it to the sub-accountOr Add the domain at the agency level and share it with one or more sub-accountsClick here to learn moreCan I Share Agency Dedicated Domain with Sub-Accounts? Yes, you can share with sub-accountsFilter the sub-accounts using the filter or by name and click ManageSelect Migrate the LC under Request type and Select the domainNote: By default, the agency's default dedicated domain will be shared with the sub-accounts that do not have a dedicated domainCan I Share a Sub-account Dedicated Domain with Sub-Accounts? No, Domain created under the sub-account cannot be shared with Agency or Sub-accountMigrating Your Agency Over to LC - Email Related article: How to Migrate My Agency Over to LC - Email </s>
<s>[INST] Getting started with Yext Lisitings [/INST] Overview: Yext Listings helps brands gain visibility online by ensuring the correct information is available everywhere customers search. Brands can easily update brand facts on 70+ third-party publisher sites using Yext Listings. Managing your brand’s reputation, online and offline, so that you’re delivering the experience and message you want to send — everywhere. For brands, reputation means revenue. But in today’s digital world, these interactions occur across dozens of touchpoints and channels, making reputation management a more significant challenge and opportunity than ever. With Yext Listings, you can Turbo-Charge Your SEO. Keep all your critical business information up-to-date and improve brand engagement. With Yext Listings, you can: View live listings (all the places Yext is syncing the facts about your brand) Approve or reject content edits about your business. Monitor customer reviews Why Yext Listing? Online Listings by Yext is an incredibly powerful SEO tool that creates backlinks and consistently ensures your client's Vital business info (address, operation hours, phone numbers, etc.) across 70+ world's most reputable websites. You can use Yext as a valuable add-on service to complement your services, and you can resell them through Highlevel with a markup price of your choosing. ? Currently, if you wish to purchase Yext Premium directly from Yext it will cost $999/year with an annual commitment - https://www.yext.com/pl/powerlistings/plans.html. We have gotten an absolute rock-bottom price for our agencies with minimal commitment. The agency cost is $30/month with a 3-month minimum commitment. If you want a quick way to drive more organic inbound messages, combine Yext's online listings with our Google My Business chat widget. This is something that's quick to set up and all businesses can benefit from. </s>
<s>[INST] How to use Facebook comment automation for Facebook Groups [/INST] The Facebook and Instagram - User comments on a post trigger can also be used for Facebook GroupsTABLE OF CONTENTS Pre Requisite How to use this feature for Facebook Groups? When the contact will be saved? What are the new Actions? Respond on comment action FAQs Pre Requisite To use this feature Facebook account should be integratedTo use the actions in the workflows, the Facebook User comments on a post or Instagram User comments on a post trigger should be availableHow to use this feature for Facebook Groups? When creating a workflow click on "Add Trigger"The triggers related to comment automation are present in the "Facebook/Instagram events" categoryYou can directly search for the trigger or scroll down to the categoryFacebook - User comments on a post Instagram - User comments on a post 1Go to triggers and select from the available triggers based on your use case2After clicking on the trigger the sidebar will openThere are multiple filters present hereThe first step is to select the Page3After selecting the Page you have to select the Post TypePost type can be "Published" or "Custom" Custom Post - 'Custom' tab allows you to find and connect the post by entering the Facebook post's URL or IDSelect Custom in Post type, add the "Post is" filter and paste the URL of the post in the field against Post is field from the Facebook Group4After selecting the post you have to enter what are you looking for in the commentYou can select from 2 options "Contains Phrase" and "Exact Match"Below are some examples to understand these 2 dropdown better5The first level tracking will not work for Facebook GroupsWhen the contact will be saved? When a contact is coming through the trigger, it will be saved as a contact and First Name and Last Name of the contact will be storedWhat are the new Actions? There are 3 new actions in the "Communications" categoryFacebook Interactive Messanger & Instagram Interactive Messenger 1On selecting any of the above mentioned actions the sidebar will open where you can capture all the relevant details2First thing to do here is to select the "Reply Type"You have 2 options to select from, Reply to DM and Reply to comment via DM Reply to DM - This is to be selected when you want to send an outbound message to the customer based on a direct message received from the customerReply to comment via DM - This is to be selected when you want to send an outbound message based on the comment made by the customerIf you want to use multiple actions in the same workflow remember that first action will be a "Reply to comment via DM" and subsequent actions will be "Reply to DM"3After selecting the reply type we have to configure the message that needs to be sentYou can select from pre existing templates or even right your own message4User also have the ability to attach filesClick on "Add attachment" and select an attachment from your drive or enter the URL to add the files5You can also add buttons with your messagesNow what are buttons, buttons are a great way to communicate with your customers and gives you the functionality to perform actions based on the button selection, share your number or share the website linkClick on "Add Button" to add the buttons, you can add upto 3 buttons6There are 3 types of buttons to select from - aOpen website - Add a URL to this buttonEnter the link here and user will go to that link when button is clickedbCall Number - You can enter the number here and user can call on that using this buttoncPerform Actions - This button can be used to further progress the conversation with the customerYou can add actions after this button to continue the flow7The first thing to be added in a button is the Button NameNext is the selection from the 3 button types and last is entering the phone number or URL for Call or Website button respectively8Default Wait Time - This is a mandatory stepBy default a wait time for 1 minute is added and it will be editableAfter the given time has passed the contact will go to the "Default Branch" 9Default Branch - A default branch will be available for the action all the timeIf no reply is received from the customer or the "Call" action button is selected the contact will move to this branchRespond on comment action This action is not supported by Facebook GroupFAQs 1Will respond on comment action work for Facebook Groups? Ans - No, respond on comment action will not work for Facebook Groups2Will first level comment tracking work for Facebook Groups? Ans - No, this will not work for Facebook Groups </s>
<s>[INST] How to Use Webhooks in HighLevel (Zapier) [/INST] TABLE OF CONTENTS Introduction What are Webhooks? How do Webhooks Work? How to Use Webhooks in HighLevel (A) Inbound Webhook (B) Outbound Webhook FAQs What is Zapier, Make, or Pabbly? Getting Started with Zapier What are the Differences Between API and Webhooks? Introduction Needing some information from another application you use? Webhooks are certainly one of the first choices for many users, as they greatly increase your ability to send information from one place to anotherIf our powerful HighLevel Workflow Automations are not able to perform a task for you - chances are that a webhook can..Or at least get you close! In this article, we will walk through how to use webhooks in HighLevelWhat are Webhooks? HTTPS request (or webhooks) powers nearly everything you interact with on the internetWebhooks are what allow applications like HighLevel to talk to Stripe, Twilio, Mailgun, Zapier, and moreNow, you can have full access to webhooks to make your business needs come alive! Webhooks are a great way to connect applicationsWebhooks allow platforms to communicate to complete unique tasks by connecting applications togetherBelow we will review common terms when using WebhooksHelpful Definitions: HTTPS Request - The official term for the type of request a webhook is… An HTTP is the primary way to send information between websites and web browsersHTTPS is a more secure version, which encrypts the data when it is transferredTriggering Event - The unique event that occurs, signaling an app to send information to the Webhook URL of another appWebhook URL - A unique URL created by the app receiving a webhook requestIt’s kind of like an address or phone numberPayload - refers to all of the information packaged and sent from one app to anotherQuery Params - much like UTM Parameters, Query Params are a helpful way to map information using the Webhook URLWhich can be better used by the receiving application when mapping the payloadMapping - Like connecting the dots, mapping is the process of taking the payload received and “mapping” to the correct fields for use in the receiving applicationFor example, the payload has a contact name, email, and purchased service nameYou will need to “map” or connect this information from the payload, into the correct custom fields for the contact within the HighLevel WorkflowHow do Webhooks Work? Generally, webhooks are used to connect applicationsThey require a triggering event that signals one app to send the request to another appFor example, a purchase happens in your payment software Stripe, which will be sent to HighLevelSo Stripe will package the information up into a “payload” (or the information sent out) which is sent to HighLevelIn HighLevel, the information received can then be used to perform tasksTo use Webhooks, one application needs to provide the Webhook URLA Webhook URL is a unique URL created by the app receiving a webhook requestIt’s kind of like an address or phone numberWhen you want to call a business, you require their unique phone number and even an extension at times to get to the right departmentA Webhook URL is much the same - it is a unique phone number used to make a call request toUse Case Example You own a Shopify eCommerce store that utilizes Stripe to process your paymentsYou want to use HighLevel to send emails to specific users who have purchased a specific courseHowever, the information from the purchases is not in HighLevel - so you don't know who purchased whatTo send emails to the correct contacts in HighLevel, you will need to create a webhook event to fire into HighLevel every time that specific product is purchased in StripeHighLevel can then use this information to perform specific tasks, like sending emails to those specific contacts who purchased the productIn this scenario, you will use the HighLevel Workflow trigger "inbound Webhook" to catch the information from StripeTo make it easier, we recommend you use Zapier or another automation software, to trigger when the purchase is made in Stripe (if you are not using a HighLevel Order Form or Product)When the purchase is made, a payload is packaged up with all of the information you need in HighLevelHighLevel catches and receives the information that is used to perform your specific tasksIn this case, marketing to your buyers who bought that specific productThat's the overview of webhooks, but there is A LOT more to learnFor now, this will get you startedBelow, we will review the two ways you can use webhooks in HighLevelHow to Use Webhooks in HighLevel There are two ways to utilize Webhooks in HighLevelIn potentially over-simplistic terms, there are “Catching” and “Sending” WebhooksTwo ways to use Webhooks in HighLevel: (A) Inbound Webhook “Catching” an Inbound Webhook Request in a HighLevel Workflow TriggerAs the names suggest “Catching” is all about receiving or “catching” a webhook request made to the HighLevel Webhook URLIn HighLevel, this is a Workflow Trigger called an “Inbound Webhook.” (B) Outbound Webhook “Sending” an Outbound Webhook Request with a HighLevel Workflow ActionIn contrast to the above “Catching” motion… “Sending” is when you make a request to an external Webhook URLIn HighLevel, this is a Workflow Action called “Webhook.” Below, we will walk through each scenario and how to perform it in HighLevelOrder: Trigger, Action, Trigger, Action Another helpful way to learn about webhooks is to see the pattern in the order of operations that occurRegardless of an inbound or outbound webhook we generally have a Trigger and action in one app that then sends information to another appIn this second app, there is another trigger and then the last actionHence the title..Order: "trigger, action, trigger, action." Which denotes the flow of webhooks that are utilized by both appsEach has a single trigger and action that causes a connection between the twoYou will notice this same pattern in the examples below with the first app having a trigger and action --> which sends a payload to the next app that is an inbound webhook trigger followed by another action(A) Inbound Webhook “Catching” an Inbound Webhook Request in a HighLevel Workflow TriggerIn this scenario, we want HighLevel to catch information from an external appThe external app will send the Payload to the HighLevel Webhook URL provided when we create a Workflow Trigger - Inbound WebhookFor example, our use case above is an inbound webhook request where we send information from an external purchase into HighLevel to be used to perform unique tasks for those specific contacts who purchased the product1Enable Inbound Webhooks If you haven’t already, you will need to enable “LC Premium Triggers & Actions” in order to proceedTo catch an inbound request, we need an “Inbound Webhook” which is only available on LC Premium Triggers & ActionsDid you know..Most HighLevelers like to utilize integration and automation software like Zapier, Make, or PabblyThey come with easier-to-use triggers and actions for many applications you may be using alreadyIn many cases, it is simpler and more powerful to utilize one of these platforms in combination with HighLevel WorkflowsLearn more about Zapier, Make, and Pabbly here2Create the Webhook URL in a HighLevel Workflow Trigger Now we need to open our HighLevel Workflow and create the Webhook URLOpen/Create your workflow then select the “Inbound Webhooks” as the Workflow triggerA HighLevel Webhook URL will be createdCopy this Webhook URL to be used in the next step3In the External App, Create a Webhook Action Step In your external app of choice, you will need to create a trigger and webhook action stepFor example: In Zapier, you can use a “Payment” trigger to fire when a payment is madeWe can use the “Webhooks By Zapier” to POST the payload to the HighLevel Webhook URLPaste the HighLevel Webhook URL from step two into the Zapier Action Step4Send a Test Now we need to send a sample payload to our HighLevel Webhook URL in order to proceedWithin your external app, Zapier in this example, go to the end of the step and hit “Test Step.” For sending a test payload in HighLevel for an external app, please consult your external app documentation and SupportIn HighLevel, continue to wait and refresh the “Mapping Reference” Section until you have a “Mapping Reference” in HighLevel available to select5Create/Update Contact For HighLevel, we require a contact for every single Automation to runThis is why the “Create/Update Contact” will open automaticallyYou can also use the "Find Contact" Action to locate a contact based on a custom field or another valueIt is required to have this filled out, otherwise, this will NOT work and the Workflow will breakSo at minimum, create/update the phone or email from the payload of the inbound webhook or find a contact based on a custom field or suchA contact found or matched is required in order for this to workNow you are done! You have the information in HighLevel to map and use as you like within the WorkflowMapping Information in HighLevel Now you can use this information within "Custom Values" > "Inbound Webhook Trigger" to map the information from the payload into the correct fields or actions in HighLevelSo when it runs, the right information from the Inbound WEbhook will populate in the correct place in HighLevelLearn more about Inbound Webhooks in HighLevel hereWant to learn more about Zapier and how to use it? Getting Started with Zapier(B) Outbound Webhook “Sending” an Outbound Webhook Request with a HighLevel Workflow ActionIn this scenario, we are sending information from a HighLevel Workflow Action into an external appFor example, when someone fills out a form in HighLevel, we want this contact information to go into an External App so we can have the information about the contact there1Ensure that the External application allows for Receiving of Webhook Data For some external applications, receiving data from a webhook is a premium FeatureOther apps just simply need to have the trigger enabledYou will need to consult the documentation for the application and upgrade if neededIn Zapier, which we will use in this example, you must be on a paid account to use inbound Webhooks (known as Catchhooks) by ZapierNot Seeing Webhooks in Your External App? In some cases, webhooks may not be available within many External Apps for you to useIn these cases, you can check out automation/integration software like Zapier, Pabbly, or Make to bridge the information gap between your appsLearn more about Zapier, Make, and Pabbly here2Create a Webhook URL in the External App Within your External App create a trigger for the Inbound WebhookAfter creating this Trigger, you should have a Webhook URL generated to be used in later stepsFor example: In Zapier, you can use the “Webhooks By Zapier” Trigger with the “Catch Hook” EventContinue to the Trigger stepCopy the Webhook URL generated from the External App3Add the External Webhook URL to your HighLevel Workflow Action Now we can add the External Webhook URL to a HighLevel Workflow ActionCreate or open your HighLevel WorkflowAdd the External Webhook URL to a HighLevel Workflow ActionSave the workflow and publish it4Send a Test From HighLevel to the External App Now we need some sample information from HighLevel to the External AppTo do this, we need to trigger the workflowFor example, we can make a Test purchase so the Workflow Trigger will fire this information to ZapierIt is best to perform the workflow trigger as if it is a live-action of what will happenThis is because you want all of the example data provided in the payload when you go to use it in the External AppContinue testing until you have successfully sent the information to the External app and it has been received by the External AppWell done! Now every time the HighLevel Workflow triggers, it will send this information to your External App for usageWithin Zapier, you can now use this information to populate Spreadsheets or perform other unique tasksMapping Information in Zapier Select a field to update on your Zapier action, and then a popup will show an "Insert Data" which will allow you to select a placeholder (or Custom Value as it is known in highLevel) within the Zapier action to map the information in the payloadThis will stamp the data you want during every run of this webhook so the correct inforamtion from HighLevel updates the correct places in Zapier or your other third party appWant to learn more about Zapier and how to use it? Getting Started with ZapierFAQs What is Zapier, Make, or Pabbly? Zapier, Make or Pabbly are all Automation and integration softwareMeaning they exist to help connect applications togetherThey do this with pre-built connections to apps you can integrate into themAfter integrating, you can use a number of triggers and actions - much like you can in HighLevel WorkflowsHowever, these are triggers and actions for other applicationsFor example, did you know we have integrations with these softwares? Visit the links below from the most common platforms we have seen HighLevelers useZapier LC Integration Make LC Integration Pabbly LC Integration What makes these more powerful is combining these pre-built triggers and actions with webhook actionsThis will open an entire world of possibilitiesYou certainly can’t do everything… But hey… It’s better than coding a custom integration from scratch using an APIAt least they are pre-built and with webhooks, most of your tasks can be fully (or partially) automatedGetting Started with Zapier Zapier is one of the most commonly used Automation and Integration SoftwareWith thousands of pre-built triggers and actions between apps or platforms, it is a handy toolIf you are getting started with Zapier and not sure how to use it, check out their quick and informative Courseshttps://zapier.com/resources/guides/quick-start/automation-basics https://learn.zapier.com/intro-to-automation https://learn.zapier.com/path/a-complete-guide-to-lead-management Check out these links above to get started with Zapier today! What are Query Params? Query Params are a great way to pass in information via a webhookIt is much like UTM parameters, in that they add information to be used by the receiving applicationFor example, ClickUp is a popular task management appWhen you send information from ClickUp into HighLevel, the custom field does not come in cleanlyWhich is a bummer, custom fields are a critical part of the information we needSo we can pass in the information we need more cleanly with Query ParamsAll you have to do is add a query key and then the custom value to the Webhook URLFor example, our webhook URL is "https://services.leadconnectorhq.com/hooks/pgWooooooooG57D/webhook-trigger/ce000-800f-4bec-0090-f000000000" so then we can add a query key and a value to the URL like "https://services.leadconnectorhq.com/hooks/pgWooooooooG57D/webhook-trigger/ce000-800f-4bec-0090-f000000000?custom_field={{click.up.custom.field.value}}" After sending this to HighLevel, you are then able to select the query parameter cleanlyYou can add as many as you likeWhat are the Differences Between API and Webhooks? Application Programming Interface (API) is the back end (or back door) connection between appsIf you can’t do it natively within the app, chances are, you can find some API Documentation to help you achieve it or get close to itThe only issue is… API is complex to use, hence the wording “language.” It is a separate (and complex) language spoken between apps that you would need to learn to useTo make matters worse, every app has its own unique dialect or way of speaking these languagesAPI is hard to use but is powerful and worth consideringYou can find our HighLevel Developer Documentation here at https://developers.gohighlevel.com/Webhooks, on the other hand, are a bit more friendlyThey require a triggering event and are used to send information in response to a trigger - such as filling out a form, clicking a link, etcCompared to API, webhooks require a lot less knowledge to useWebhooks are a lot easier to use than API, which is why they are recommended before seeking an API connectionYou can learn more about webhooks here in this article above </s>
<s>[INST] How to use the Email Builder and its In-line Editor [/INST] </s>
<s>[INST] Forbidden message categories for SMS and MMS in the US and Canada [/INST] This Messaging Policy applies to all subaccounts using LeadConnector Phone Systems (L.C- Phone)All outbound messages from your sub-account must comply with our SMS and M.M.SMessaging GuidelinesThe following messaging use cases are prohibited on SMS or M.M.Sin the United States or CanadaThe below information applies to extended code messaging with the rollout of the new A2P 10DLC system, in addition to the shortcode and Toll-Free messagingLastly, we have suggested alternatives for conducting certain unlawful use casesWARNING Policy violation will lead to the suspension of SMS/MMS capability for the sub-accountForbidden message categories for SMS/MMS in the U.S./Canada Please Note: Any use cases that violate this policy will not be allowed on the LeadConnector ISV platform, regardless of number/sender type or destination countryNew Sev-0 Fines on Prohibited A2P Traffic, Effective February 15, 2024 What do you need to know? T-Mobile has introduced A2P 10DLC non-compliance fines for messages including prohibited contentIf T-Mobile detects any messages that violate the tiers listed below, they will issue a Sev-0 violation (the most severe consumer violation), a non-compliance fine, and carriers will immediately block the offending messagesThis applies to all commercial messaging non-consumer A2P products (SMS or MMS short code, toll-free, and 10DLC) that traverse the T-Mobile networkBecause Sev-0 violations also infringe on HighLevel acceptable use and messaging policies, HighLevel will pass on these fines to you for every Sev-0 violation, starting February 15, 2024These fines include, but are not limited to, the following: Tier 1: $2,000: phishing (including simulated phishing sent for security testing or similar purposes), smishing, and social engineeringSocial Engineering is a technique used to manipulate someone into sharing private information, like passwords or credit card numbersTier 2: $1,000: illegal content (content must be legal federally and in all 50 states) Tier 3: $500: all other violations in commercial messaging including but not limited to, SHAFT (sex, hate, alcohol, firearms, and tobacco) that do not follow federal and state law and regulations (e.gage-gate)These non-compliance fines apply to violations across any A2P messaging product (SMS/MMS short code, toll-free, and 10DLC)T-Mobile reserves the right to permanently suspend any brands, campaigns, and your company’s access to the T-Mobile Network in the event violations are deemed to be excessiveIf you are subject to these fines, HighLevel will send you a Sev-0 violation notice and will subsequently charge the respective fine amountCategory Examples Notes High-risk financial services Payday loans Short-term high-interest loans Third-party auto loans Third-party mortgage loans Student loans Cryptocurrency "Third-party" means originating from any party other than the one which will service the loanThird-party lead generation services Companies that buy, sell, or share consumer informationDebt collection or forgiveness Third-party debt collection Debt consolidation Debt reduction Credit repair programs "Third-party" means originating from any party other than the one owed the debtFor example, a hospital could send messages regarding bills for its patients, assuming they opted-in to receive messaging"Get rich quick" schemes Work-from-home programs Risk investment opportunities Pyramid schemes This differs from outreach about employment due to compliant opt-in practices, messages from brokerages to their members, investment news alerts, or other investment-related messagesIllegal substances Cannabis (United States) CBD (United States) Prescription drugs Cannabis is federally illegal in the United StatesCannabis businesses will not be permitted to use SMS/MMS messaging in the U.S., regardless of message contentCBD is federally legal but not in some U.Sstates, so U.Scarriers do not permit messaging related to CBDOffers for drugs that cannot be sold over the counter in the U.S./Canada are forbiddenGambling Casino apps Gambling websites Gambling traffic is prohibited in the U.Sand Canada on all number types (Toll-Free, Short Code, and Long Code)"SH.A.F.T." use cases Sex Hate Alcohol Firearms Tobacco While Tobacco traffic is prohibited on Toll-Free, it is allowed on Short or Long Code, as long as proper age-gating procedures are in placeAlcohol traffic is allowed on Toll-Free (U.Sonly), Short Code, and Long Code, as long as proper age-gating procedures are in placeFirearms and Vaping-related traffic are prohibitedMy use case is listed as forbiddenWhat can I do? If your use case is listed above as forbidden for SMS and MMS messaging in the US, you can explore other marketing channelsUsing LC Email is an option for many of the above use casesFor example, cannabis - or CBD-related messaging may be conducted via email, Facebook, Instagram, etc., as long as you have proper age gating in place and are sending toward recipients in a locale where the substance is legal </s>
<s>[INST] List of Custom Values / Merge Fields [/INST] Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about WorkflowsCONTACT Contact > Full name: {{contact.name}} Contact > First name: {{contact.first_name}} Contact > Last name: {{contact.last_name}} Contact > Email: {{contact.email}} Contact > Phone: {{contact.phone}} or {{contact.phone_raw}} Contact > Phone (Recommended for trigger links & UTM): Tel:{{contact.phone_raw}} Contact > Company name: {{contact.company_name}} Contact > Full Address: {{contact.full_address}} Contact > Address 1: {{contact.address1}} Contact > City: {{contact.city}} Contact > State: {{contact.state}} Contact > Postal Code: {{contact.postal_code}} Contact > Time Zone {{contact.timezone}} Contact > Date of Birth: {{contact.date_of_birth}} Contact > Source: {{contact.source}} Contact > Website: {{contact.website}} Contact > ID :{{contact.id}} USER User > Full Name: {{user.name}} User > First Name: {{user.first_name}} User > Last Name: {{user.last_name}} User > Email: {{user.email}} User > Phone: {{user.phone}} or {{user.phone_raw}} User > Signature: {{user.email_signature}} User > Calendar Link: {{user.calendar_link}} User > Appointment Phone: {{appointment.user.phone_raw}} User > Twilio Phone: {{user.twilio_phone_number}} User > Twilio Phone raw format: {{user.twilio_phone_number_raw}} APPOINTMENT Appointment > Title: {{appointment.title}} Appointment > Start Date Time: {{appointment.start_time}} Appointment > Start Date: {{appointment.only_start_date}} Appointment > Start Time: {{appointment.only_start_time}} Appointment > End Date Time: {{appointment.end_time}} Appointment > End Date: {{appointment.only_end_date}} Appointment > End Time: {{appointment.only_end_time}} Appointment > Day of the week:{{appointment.day_of_week}} Appointment > Name of the month:{{appointment.month}} Appointment > Timezone: {{appointment.timezone}} Appointment > Cancellation Link: {{appointment.cancellation_link}} Appointment > Reschedule Link: {{appointment.reschedule_link}} Appointment > Meeting Location: {{appointment.meeting_location}} Appointment > Notes: {{appointment.notes}} Appointment > Add to Google Calendar: {{appointment.add_to_google_calendar}} Appointment > Add to Ical&Outlook: {{appointment.add_to_ical_outlook}} Appointment > Recurring > Repeats: {{appointment.recurring.repeats}} Appointment > Recurring > Times to repeat :{{appointment.recurring.times_to_repeat}} Appointment > Assigned user > Full Name:{{appointment.user.first_name}} Appointment > Assigned user > First Name:{{appointment.user.name}} Appointment > Assigned user > Last Name :{{appointment.user.last_name}} Appointment > Assigned user > Email: {{appointment.user.email}} Appointment > Assigned user > Phone: {{appointment.user.phone}} Appointment > Assigned user >Phone (raw format):{{appointment.user.phone_raw}} Appointment > Assigned user >Signature:{{appointment.user.email_signature}} Appointment > Assigned user > Twilio Phone:{{appointment.user.twilio_phone_number}} CALENDAR Calendar > Name: {{calendar.name}} Campaign > Event, Date, Time: {{campaign.event_date_time}} Campaign > Event Date: {{campaign.event_date}} Campaign > Event Time: {{campaign.event_time}} MESSAGE Message > Message Body: {{message.body}} Message > Message Subject :{{message.subject}} ACCOUNT Account > Name: {{location.name}} Account > Full Address: {{location.full_address}} Account > Address Line 1: {{location.address}} Account > City: {{location.city}} Account > State: {{location.state}} Account > Country: {{location.country}} Account > Postal Code: {{location.postal_code}} Account > Email: {{location.email}} Account > Phone: {{location.phone}} Account > Phone (raw format) : {{location.phone_raw}} Account > Website: {{location.website}} Account > Logo URL: {{location.logo_url}} Account > Owner > First Name: {{location_owner.first_name}} Account > Owner > Last Name: {{location_owner.last_name}} Account > Owner > Email: {{location_owner.email}} Account > ID: {{location.id}} RIGHT NOW Right Now > Second: {{right_now.second}} Right Now > Minute: {{right_now.minute}} Right Now > Time 24h Format: {{right_now.hour}} Right Now > Time AM/PM Format: {{right_now.hour_ampm}} Right Now > AM/PM: {{right_now.ampm}} Right Now > Day of the week extended english :{{right_now.day_of_week}} Right Now > Name of month : {{right_now.month_name}} Right Now > Day: {{right_now.day}} Right Now > Month: {{right_now.month}} Right Now > Month Extended English:{{right_now.month_english}} Right Now > Year: {{right_now.year}} Right Now > Date (month/day/year): {{right_now.middle_endian_date}} Right Now > Date (day/month/year): {{right_now.little_endian_date}} Right Now > Day of the week: {{right_now.day_of_week}} ATTRIBUTION Attribution > First > Session Source: {{contact.attributionSource.sessionSource}} Attribution > First > URL: {{contact.attributionSource.url}} Attribution > First > Campaign: {{contact.attributionSource.campaign}} Attribution > First > UTM Source: {{contact.attributionSource.utmSource}} Attribution > First > UTM Medium: {{contact.attributionSource.utmMedium}} Attribution > First > UTM Content: {{contact.attributionSource.utmContent}} Attribution > First > Referrer: {{contact.attributionSource.referrer}} Attribution > First > Campaign Id: {{contact.attributionSource.campaignId}} Attribution > First > FB Clickld: {{contact.attributionSource.fbclid}} Attribution > First > Google Clickld: {{contact.attributionSource.gclid}} Attribution > First > UTM Keyword:{{contact.attributionSource.utmKeyword}} Attribution > First > UTM Match Type:{{contact.attributionSource.utmMatchType}} Attribution > First > Ad Group ID: {{contact.attributionSource.adGroupId}} Attribution > First > Ad ID: {{contact.attributionSource.adId}} Attribution > Lastest > Session Source: {{contact.lastAttributionSource.sessionSource}} Attribution > Lastest > URL: {{contact.lastAttributionSource.url}} Attribution > Lastest > Campaign: {{contact.lastAttributionSource.campaign}} Attribution > Lastest > UTM Source: {{contact.lastAttributionSource.utmSource}} Attribution > Lastest > UTM Medium: {{contact.lastAttributionSource.utmMedium}} Attribution > Lastest > UTM Content: {{contact.lastAttributionSource.utmContent}} Attribution > Lastest > Referrer: {{contact.lastAttributionSource.referrer}} Attribution > Lastest > Campaign Id: {{contact.lastAttributionSource.campaignId}} Attribution > Lastest > FB Clickld: {{contact.lastAttributionSource.fbclid}} Attribution > Lastest > Google Clickld: {{contact.lastAttributionSource.gclid}} Attribution > Lastest > UTM Campaign :{{contact.lastAttributionSource.utmCampaign}} Attribution > Lastest > UTM Keyword :{{contact.lastAttributionSource.utmKeyword}} Attribution > Lastest > UTM March Type:{{contact.lastAttributionSource.utmMatchType}} Attribution > Lastest > Ad Group ID: {{contact.lastAttributionSource.adGroupId}} Attribution > Lastest > Ad ID: {{contact.lastAttributionSource.adId}} The raw format is used to remove the brackets and dashesThis is ideal when dealing with international phone numbers </s>
<s>[INST] How To Build Courses / Membership Sites [/INST] (Click the image above to access the course) Learn how to build HighLevel Membership/Course websites by clicking here, which will take you to the course claim page. Note Videos have a size limit of 4GB </s>
<s>[INST] Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease! [/INST] We're excited to announce an enhanced feature that enables agency users to filter sub-accounts based on their email provider. Currently supported providers include LeadConnector, Mailgun, and others (excluding LC and Mailgun, such as Gmail and SMTP). Filtering Sub-Accounts: Now, users have the ability to filter sub-accounts based on three key criteria: Provider: Easily filter sub-accounts by specifying the provider they belong to. Domain: Filter sub-accounts by their associated domain name. Email Verification: Filter sub-accounts based on their email verification status, whether it’s enabled or not. Different Providers: We’ve organized the filtering process for two main providers, LC and Mailgun, and Others. LC: Filter sub-accounts specifically under LC. Change the domain for selected sub-accounts. Enable or disable email verification as needed. Mailgun: Filter sub-accounts under Mailgun. Switch the provider to LC for selected sub-accounts. Modify the Mailgun domain for the chosen sub-accounts. Others: For sub-accounts not falling under LC or Mailgun, filter them by selecting “Others.” Change the provider to LC for these sub-accounts. This feature provides more flexibility and customization options for managing sub-accounts email services efficiently. </s>
<s>[INST] How Funnels and Stage distribution widgets work [/INST] TABLE OF CONTENTS Funnel Widget How to interpret Funnel widget data Stage Distribution Widget Funnel Widget A Funnel widget is designed to illustrate a step-by-step process in which data gradually funnels from one stage to anotherThis visualization is commonly employed to monitor the journey of leads or opportunities as they advance through different stages of a conversion or sales funnelYou can easily switch between various funnels using the dropdown menu provided within the widgetPlease note: To access this widget, you need to have Dashboard stats permission enabledAdditionally, for a pipeline to be visible in the Funnel Chart, you must enable the 'Visible in Funnel Chart' toggle within Pipeline SettingsThe opportunities last_status_change_date is considered while calculating the count in each stage on the chart instead of the "Created" dateHow to interpret Funnel widget data The funnel widget shows sequential data of the current and the next stages in each sectionFor example, Let's assume we have a pipeline with the following stages and data Stage 1: Registered ➝ 229 Leads Stage 2: Trial Purchased ➝ 4 Leads Stage 3: Lesson 1 Watched ➝ 32 Leads Stage 4: Lesson 2 Watched ➝ 7 Leads Stage 5: Lesson 3 Watched ➝ 0 Leads Now on the funnel widget, we will see the data as follows We will see 6 sections on the widget, 5 for each of our stages and a WON section at the end as it is the desired exit criteria for an opportunity The first section (Registered) will show the total number of opportunities that entered the pipelineIn our case, it will show us 272 which is the total opportunities in the pipeline at any stage and with any status (open, lost, won or abandoned) In the second section (Trial purchased), we move forward in the stage sequence and remove the opportunities that are still in the previous stageHere we see 43, which is the total number of opportunities from this stage and onwards, including all WON opportunities in the pipeline We always include Total won opportunities in the pipeline in all steps as it is the last step or desired exit criteria for all opportunities You can refer to the below formula Number of opportunities in a section = Number of opportunities from the current stage to the Last stage (including all WON opportunities in the pipeline) Similarly in the third section, we see 43 opportunities (32 in Lesson 1 Watched + 7 in Lesson 2 Watched + 0 in Lesson 3 Watched + 4 WON opportunities ) And so on, In the end, you can see the last stage, WON with the final opportunities with WON status The cumulative conversion will be for Opportunities that have gone through all of the stages in the Widget, whereas the next step conversion will be specific to the stage aboveRevenue in each section is calculated similarly in the sequential process for each stage Stage Distribution Widget The stage distribution widget shows the number of OPEN opportunities in the individual stageWON and LOST opportunities are shown separatelyThe conversion rate is calculated as the % of opportunities converted to the specific stage You can always switch between different funnels on the widget with the funnel dropdown Please note: Dashboard stats permission needs to be enabled to view this widget and a pipeline can only be viewed by enabling the "Visible in Pie Chart" toggle in Pipeline Settings </s>
<s>[INST] My Affiliate Commission Looks Incorrect [/INST] Does your commission amount look different from what you were expecting? Here are a few potential causes: If HighLevel is running a promo, such as a Black Friday / Cyber Monday deal, usual commission amounts could be lower than normal. If the commission is the product of a referral upgrading their HighLevel plan, the commission amount will be prorated in accordance with the day of the upgrade. If your referred customer receives a refund from the HighLevel team, it will show up as a negative balance in your portal. Note: An overall negative balance does not mean you owe money, but you will need to generate enough commission to counteract the negative amount in order to receive a payout. If your commission amount looks correct but you’re not receiving the payments, please refer to this article. </s>
<s>[INST] Action - Update Contact Field [/INST] This article explains workflows' "Update Contact Field" and "Clear Field Data" actionsThe former allows updating a contact field with a new value, either static or dynamic, while the latter clears the existing value of a custom contact fieldBoth actions are currently supported for Contact Custom Fields onlyCovered in this Article: What is the Update Contact Field Action in Workflows? What are some good usage cases for this? How to use this action? Select Update/Clear Field Data Update Field Data Clear Field Data What is the Update Contact Field Action in Workflows? The update contact field action in workflows allows you to update the value of a specific field for a contactWith this action, you can specify a new value for the field, and the contact's existing field value will be replaced with the new valueHowever, with the new feature, you can also clear the field, i.e., empty the input field or reset it to the default valuePlease Note: It's important to note that the clear field data feature currently supports only the Contact Custom FieldsYou can use this action to update or clear multiple fields with static or custom values anywhere in the workflowThe fields can be dynamically updated in workflows wherever they are being usedWhat are some good usage cases for this? Here are some excellent usage cases for the "Update Contact Field" and "Clear Field Data" actions in workflows: Lead Management: You can use the "Update Contact Field" action to update the lead source field for a contact based on the referral sourceThis will help you to understand where your leads are coming from and optimize your marketing efforts accordinglyYou can also use the "Clear Field Data" action to remove outdated information from your lead recordsPersonalization: You can use the "Update Contact Field" action to personalize your email marketing campaigns by updating contact fields such as first or last nameThis will help to increase engagement and conversion ratesYou can also use the "Clear Field Data" action to remove incorrect or outdated information from contact fieldsSales Pipeline Management: You can use the "Update Contact Field" action to update the stage of a contact in your sales pipeline based on their progressThis will help you to track and manage your sales pipeline more effectivelyYou can also use the "Clear Field Data" action to remove contacts from your pipeline if they are no longer a good fitCustom Integrations: You can use the "Update Contact Field" action to update custom contact fields based on data from other integrationsFor example, you can use Zapier to update a custom field with data from a Google Sheet or form submission on your websiteYou can also use the "Clear Field Data" action to reset custom fields based on specific triggers or conditionsHow to use this action? Select Update/Clear Field Data Update Field Data Updates the selected field with the provided valueThe "Update Contact Field" action in workflows allows you to update the value of a specific field for a contactThis feature is useful when updating a contact field with a new value, such as a phone number, email address, or custom fieldTo use the "Update Contact Field" action, you must add it to your workflow, select the contact field you want to update and specify the new value you want to set for the fieldYou can update the field with a static value, a fixed value that you specify in the workflow, or a custom value, which is a value dynamically generated based on other data in your workflowFor example, if you have a custom field called "Lead Source," you can use the "Update Contact Field" action to update the value of this field for a specific contactYou might want to update the field with a static value like "Website," indicating that the lead came from your websiteAlternatively, you might want to update the field with a custom value that is dynamically generated based on the referral source of the leadOnce the "Update Contact Field" action is executed in the workflow, the contact's existing field value will be replaced with the new value specified in the actionIt's important to note that you can use this action to update multiple fields with static or custom values anywhere in the workflowClear Field Data Resets the selected field to the default value (clears the data)Clearing contact fields is a feature that allows you to remove the existing value of a contact field, effectively resetting it to an empty valueThis feature is useful when removing a previously entered value from a contact fieldPlease Note: It's important to note that the clear field data feature currently supports only the Contact Custom FieldsThis means you can use only clear custom fields you've created for your contacts, not standard fields like first name, last name, or emailWhen you use the clear field data feature, the contact field value is set to NULL or emptyTo clear a contact field in a workflow, add the "Update Contact Field" action, select the contact field you want to clear and add a filter for which field you want to clearOnce the workflow is executed, the contact field will be cleared of its previous value and set to an empty valueIt's important to use this feature with care, as clearing a contact field may result in the loss of valuable dataTherefore, it's recommended to use this feature only when necessary and ensure that you have a data backup before clearing any contact field </s>
<s>[INST] How to input multiple Email Addresses for a Contact? [/INST] The "Multiple Emails for a Contact" feature allows users to add more than one email address to a contact's details: one primary Email Address and Ten Additional Email addressesUsers can add, manage, and edit multiple email addresses for a contact and choose a primary email that will be used for all actions and interactions with the contactAdditionally, the feature will support conversation for additional emails, bulk import, and emails in the near futurePlease Note: This feature is available under the Labs sectionCovered in this Article: What is the Additional Emails for a Contact feature? What are the benefits of this feature? What are some usage cases for this feature? How to add additional Email Addresses to a contact? Adding additional emails when creating a contact: Adding additional emails when editing a contact: How to choose the primary email address? What are the Additional Emails for a Contact feature? The "Multiple Emails for a Contact" feature is a new functionality that allows users to add multiple email addresses to a contact's profileThis feature is designed to enhance the functionality of contact management by providing more flexibility in how email information is stored and managedPlease Note: Apart from the original primary Email Address, users may add up to Ten additional email addressesWhich is a total of Eleven Email addresses, any one of which can be toggled to be made the primary Email Address at any pointOnce enabled, users can add, edit, and manage multiple email addresses for a contactThis can be done while creating a new contact or editing an existing oneUsers can specify which email address is the primary one that will be used for all communications and interactions with that contactThis can be helpful in cases where a contact has multiple email addresses for different purposes, such as work and personal email addressesIn addition to the current functionality, future updates to the feature are planned to include conversation support for additional emails, bulk import of email information, and additional email management featuresThese updates will make it even easier for users to manage email information for their contacts while providing more communication and outreach optionsWhat are the benefits of this feature? The "Multiple Emails for a Contact" feature offers several benefits to users, including: Enhanced Contact Management: This feature provides greater flexibility in managing email information for contacts, allowing users to add and manage multiple email addresses for each contactThis can be particularly useful for contacts with multiple email addresses for different purposes or rolesImproved Communication: Users can choose a primary email address for each contact, which will be used for all actions and interactions with that contactThis helps to ensure that communication is directed to the correct email address, making it easier to stay in touch with contacts and avoid missing important messagesTime-Saving: The ability to bulk import email information can save time, particularly for users who must add multiple email addresses for many contactsIncreased Efficiency: With the ability to manage multiple email addresses for each contact, users can avoid creating multiple contacts for the same person with different email addressesThis can help avoid duplication and confusion, and increase efficiency and productivityWhat are some usage cases for this feature? Here are some unique usage cases for the "Multiple Emails for a Contact" feature: Sales and Marketing: Sales and marketing teams can use this feature to manage email addresses for different stakeholders in a company, such as decision-makers, gatekeepers, and influencersBy having multiple email addresses for each contact, teams can ensure that their communication reaches the right person, increasing the chances of conversionHR and Recruiting: HR teams can use this feature to manage email addresses for candidates, employees, and contractorsThis can help ensure that communication is sent to the correct email address for each person, which is particularly important regarding sensitive or confidential informationNon-Profit Organizations: Non-profit organizations can use this feature to manage email addresses for donors, volunteers, and other stakeholdersBy having multiple email addresses for each contact, organizations can ensure that their communication reaches the right person and is tailored to their interestsFamily Management: Individuals or families can use this feature to manage email addresses for family members, friends, and other contactsThis can be particularly useful for managing group emails or email lists, such as for a family reunion or a school PTAEducation: Teachers or school administrators can use this feature to manage email addresses for students, parents, and other stakeholdersTeachers can ensure that their communication reaches the right person and is tailored to their needs by having multiple email addresses for each contactHow to add additional Email Addresses to a contact? You could add additional email address fields when creating or editing a contactAdding additional emails when creating a contact: For creating a contact, it can be done as follows: Adding additional emails when editing a contact: When Editing a contact, additional email addresses can be added as follows: The Add Email button will disappear once you have a total of Eleven Email fields for a contact: How to choose the primary email address? You need to click on the circle next to the email you want to make primary to make the change happenChanges will be applied once you save </s>
<s>[INST] How to track leads from an Affiliate Campaign (Forms, Surveys and Calendars) [/INST] Seamlessly track leads from Forms, Surveys, and Calendars in your affiliate campaignsFollow these simple steps to get started TABLE OF CONTENTS Step 1: Navigate to the Affiliate Campaign Page Step 2: Click on Add Step 3: Choose Sources Step 4: Select Source Details Step 5: Review Default Affiliate Campaign URL: Step 6: Optional Steps Step 7: Publish the Campaign: Step 8: Track Leads: Important Note Step 1: Navigate to the Affiliate Campaign Page Head over to Affiliate Manager under Marketing and click on the Campaign PageStep 2: Click on Add Once on the Campaign Page, click on the 'Add' button to create a new campaignStep 3: Choose Sources Select Forms, Surveys, or Calendars as the source for your campaignStep 4: Select Source Details Use the dropdown menu to specify the details of your chosen sourceStep 5: Review Default Affiliate Campaign URL: Take a moment to review the default affiliate campaign URLPlease Note: If no branded domain is added for the account, the affiliate campaign URL will pick the default domainUsers can add their own branded domain in Settings -> Business Profile -> Branded DomainOnce added, the new domain will automatically reflect in all affiliate campaign URLsHere you can see the default domain being used for the URL Head over to settings to add your own Branded Domain Once Added, Affiliate Campaign URLs will update and use the Branded Domain Step 6: Optional Steps Add campaign descriptions, assign affiliates, and review additional settings as neededStep 7: Publish the Campaign: Once you're satisfied with the campaign settings, hit the 'Publish' button to make the campaign liveStep 8: Track Leads: After the campaign is live, you can track leads under each affiliate profile pageUtilize the Source field in the Leads tab to get an overview of leads coming from forms, surveys, calendars, etcImportant Note Custom Embed/Iframes are not supported for lead trackingForms, surveys, or calendars must be added as components inside a funnel/webpage to enable trackingWhen creating pages in a funnel, ensure forms, surveys, or calendars are added as components before using the funnel as a source in the affiliate campaignCustom code embeds and iframes are not supported for lead tracking in affiliate campaigns </s>
<s>[INST] How to use the Custom Webhook LC Premium Workflow Action? [/INST] The Custom Webhook - LC Premium Action is a feature enabling real-time data exchange between your CRM and third-party servicesIt allows tailored requests with various HTTP methods, authorization, headers, and query parametersThis user-friendly tool ensures efficient and accurate workflows while considering API responses and server limitationsAgencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access LC Premium Triggers & Actions- Once Premium Actions & Triggers are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executions- For agencies to avoid accruing execution costs for EXISTING Sub-Accounts, rebilling will need to be enabled manually for each Sub-Account within the Agency view (more info)- If premium actions are enabled on the SaaS Configurator, new Sub-Accounts generated will automatically be enrolled in LC Premium Actions & Triggers, no further action is required by the agencyCovered in this Article: What is the Custom Webhook LC Premium Workflow Action? Who is this feature useful for? What are the benefits of this feature? How to use the Custom Webhook LC Premium Workflow Action? Fill Url: Select a Method Select Authorization Method Headers & Query Parameters: Configure the data to be sent in the Custom Webhook: Important points to be considered: What is the Custom Webhook LC Premium Workflow Action? 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 executionWho is this feature useful for? This feature is helpful for businesses and individuals who need to integrate their CRM systems with third-party services for seamless data exchange, automation, and enhanced functionalityIt is particularly useful for marketers, developers, and IT professionals who want to streamline workflows, improve data consistency, and manage processes more efficiently across various platformsWhat are the benefits of this feature? The benefits of the Custom Webhook - LC Premium Action feature include the following: Seamless integration: Enables accessible communication between your CRM system and third-party services, improving data exchange and overall efficiencyFlexibility: Supports various HTTP methods, authorization methods, headers, and query parameters, allowing you to create custom requests that suit your needsTime-saving: The user-friendly interface with autocomplete suggestions simplifies the data mapping and reduces manual effortImproved accuracy: Helps ensure data consistency and accuracy across different platforms, reducing errors and inconsistenciesReal-time updates: Facilitates real-time notifications and updates, enhancing responsiveness and decision-makingWorkflow automation: Streamlines workflows by automating system data exchange, increasing productivity, and reducing manual tasksScalability: Adaptable to various applications and industries, making it a valuable tool for businesses of different sizes and sectorsHow to use the Custom Webhook LC Premium Workflow Action? Fill Url: You have the ability to send data requests to any URL of your choice without the need for coding or server operationSelect a Method You can choose any HTTP method that suits your needs, such as POST, GET, DELETE, or PUTSelect Authorization Method We support various types of authorization methods, allowing you to choose the one that suits your needs when accessing the webhookHeaders & Query Parameters: In addition to sending a request body, our system allows you to include headers and query parameters when sending requests to a webhookHeaders can be used to provide additional information about the request, such as authentication credentials, content type, and cache controlQuery parameters, conversely, can be used to pass parameters to the webhook endpoint, allowing you to filter or modify the response data you receiveConfigure the data to be sent in the Custom Webhook: The Custom Webhook premium feature allows you to map custom values in any structure that suits your requirementsOur user-friendly textbox provides autocomplete suggestions for all custom values, including inbound webhook variablesThis feature simplifies the mapping process and saves time by suggesting potential values that match your inputAdditionally, it helps ensure accuracy and consistency in your data mappingImportant points to be considered: Successful execution of the Custom Webhook Action depends on the successful response of the referenced APITherefore, if errors are sent back, those will reflect on the Contact's Workflow execution and cause the action to be Failed (and then skipped) or Retry with exponential backoffsIn addition to what was stated above in #1, make sure that the receiving server can handle the number of Executions that you are targeting, or else you might end up with errors due to limits being reached for server issuesThe Custom Webhook Action will get fired as soon as the Contact reaches the step, so make sure to add Contacts into the Workflow with the receiving server's limits in mind </s>
<s>[INST] How to post Recurring Social Posts through the Social Planner? [/INST] Recurring posts provide a streamlined way to create evergreen content across various social platforms, scheduled daily, weekly, monthly, or yearlyThrough a simple process, users can generate quality content using AI, schedule it with flexible time settings, and even edit parent and child postsTake control of your content strategy by utilizing this feature, but be mindful of platforms like Twitter, which may flag repetitive contentCovered in this article: What is this feature? Usage Cases How to use this feature? How to create a Recurring Post? Important things to note: FAQs Q: Can I set recurring posts for specific holidays or annual events? Q: What happens if I edit the parent post of a recurring schedule? Q: Can I mix media types, like images and videos, in my recurring posts? Q: How does the recurring post feature interact with different time zones? Q: Is there a limit to how far in advance I can schedule recurring posts? Q: Will Twitter's repetitive content policy affect my recurring posts? Q: Can I pause or temporarily stop a recurring post series? Q: What if I want different recurring posts for different social platforms? Q: Can recurring posts be part of a larger campaign with non-recurring content? Q: How can I ensure my recurring posts are accessible to all users, including those with disabilities? Q: How do I avoid making recurring posts feel too automated or impersonal? What is this feature? The recurring posts feature in the Social Planner is designed to help users maintain consistent and automated social media engagement by scheduling evergreen content regularlyHere's a detailed breakdown of how it works: Flexible Scheduling: Users can set the posts to repeat every day, week, month, or yearThey can select specific days of the week, date ranges, and post times according to their preferencesContent Creation: Users can generate quality content using AI, allowing them to create posts that resonate with their audience quicklyEditing Options: The feature allows for edits to both parent and child postsIf changes are made to the parent post, they will be replicated in all child (scheduled) postsEditing a child's post will not impact the parent's postRecurring Posts Tab: The parent post is added to the Recurring Posts tab once scheduledUsers can access the edit function to change all recurring posts' time and date rangesScheduled Posts: Individual scheduled posts appear separately, and users can edit each as needed without affecting the othersPlatform Consideration: It's important to be mindful of the policies of specific social platformsFor example, Twitter may flag content as repetitive if the recurring post feature is used excessivelyLong-term Strategy: This feature allows for creating long-term content strategies, helping businesses stay in front of their audience without manually posting content regularlyImages and Media: Along with the text, users can add images or other media from their library or, through image AI, visually enrich the contentMonitoring and Management: Users can track and manage all their recurring posts through a simple interface, providing control over their social media contentThe recurring posts feature empowers users to take a proactive and automated approach to social media management, ensuring a steady stream of fresh content without constant manual effortIt offers great flexibility and control, making it a powerful tool in a modern marketer's toolkitUsage Cases Promoting Seasonal Offers: A retail store can set recurring posts to promote seasonal sales, offers, or specific products at the beginning of each seasonThey can easily plan this for the entire year and forget the manual posting processDaily Inspirational Quotes: A motivational speaker or life coach can schedule daily inspirational quotes to engage their audience and reinforce their brand messagingThis consistency helps in keeping the audience connected and engagedWeekly Tips or Tutorials: A tech company or educational platform can set up weekly tutorials or tips to share with their followersThis regular content provides value and helps establish the company as an expertCelebrating Recurring Events: A company can acknowledge and celebrate recurring events like employee birthdays, anniversaries, or national holidays, ensuring that these posts are never missed and adding a personal touch to the company's social media presenceMonthly Product Showcases: A manufacturer or distributor can showcase different products every month, providing information, features, and benefits to educate potential customersContent Repurposing: For businesses with a rich content library (such as blogs or podcasts), recurring posts can periodically share or reshare this content to new followers or those who might have missed it the first timeReinforcing Brand Campaigns: If a company has a year-long brand campaign or slogan, recurring posts can consistently remind followers of the brand's core message, ensuring that it stays fresh in their mindsReminder for Regular Events: For organizations hosting regular events like webinars or community meet-ups, recurring posts can act as reminders, ensuring participants have the information they need to joinAutomating Social Engagement in Different Time Zones: For global businesses, recurring posts can schedule content at optimal times for different time zones, ensuring the content reaches the broadest possible audienceCompliance and Regular Announcements: In industries where regular compliance updates or announcements are necessary, recurring posts can ensure that the necessary information is shared with stakeholders at the required intervalsCelebrating Historical Milestones: Museums, historical societies, or educational institutions can use this feature to share historical facts or milestones on the corresponding dates, providing educational content to their followersHow to use this feature? How to create a Recurring Post? Go to Marketing > Social PlannerCreate a new post for social platform on which you would like to create contentPlease Note: On Twitter, this content may be flagged as repetitive when compared to other social media platformsCreate New Post with Recurring Schedule Day - The user must choose the date and time of posting on repeat everydayWeek - Users will have to choose day of the week when they would like to repeat schedule between the date range and post timeMonth - The user will have to choose the date and time of posting on repeat once in a monthYear -The user will have to choose the date and time of posting on repeat once in the yearOnce the recurring post is scheduled, the parent post will be added in Recurring Posts tab with the edit function to change the time and date rangeFor example, if four posts are scheduled using a recurring post, the parent post will show in recurring post and one post will appear in the scheduled postIf you change the content on the parent post, it will replicate in the child's scheduled postIf you change child-scheduled post content, it will not impact the parent postImportant things to note: Avoid Repetitiveness: Though recurring posts can save time, please ensure content isn't overly repetitive, especially on platforms like Twitter that might flag it as spamVariation and customization can make each post feel freshReview Regularly: Please review and update recurring posts regularly to ensure relevance, especially if there have been changes to products, offers, or brand messagingConsider Audience Engagement: Please note that interaction from followers might differ across various postsMonitoring and responding to these interactions can provide insight and maintain engagementCompliance with Platform Policies: Different social media platforms have different policies regarding recurring and automated postsPlease be aware of and comply with each platform's guidelines to avoid potential issuesUtilize Rich Media: Images, videos, or GIFs can make recurring posts more engagingPlease consider integrating rich media into the content to grab attentionTime Zone Considerations: If targeting a global audience, please consider scheduling posts according to the different time zones of your target demographics to maximize reachContent Backup: Please ensure a backup of all recurring contentAny technical issues could lead to loss of content, and having a backup will prevent unnecessary work in recreating itMonitoring Performance: Please note that analyzing the performance of recurring posts helps understand what resonates with the audienceRegularly monitoring insights can guide future content strategyAvoiding Over-Scheduling: While it's tempting to schedule a lot of content in advance, please avoid over-scheduling, as it may lead to a lack of spontaneity and real-time engagement with your audienceSensitive Issues and Crisis Management: Please be cautious with recurring posts during sensitive times or crisesScheduled posts that may be inappropriate during unexpected events must be reviewed and managed accordinglyIntegration with Other Campaigns: If ongoing or planned marketing campaigns exist, please ensure that the recurring posts align with the overall marketing and branding strategiesAccessibility Considerations: Please include accessible content, such as video captions or alternative text for images, to ensure that all followers, including those with disabilities, can engage with the postsLegal and Ethical Considerations: Please be mindful of intellectual property rights, permissions, and other legal considerations when using images, quotes, or other content within recurring postsExperiment and Iterate: Recurring posts are a tool, and like any tool, they require experimentation to find the most effective way to use themPlease don't be afraid to try different strategies and iterate based on what you learnFAQs Q: Can I set recurring posts for specific holidays or annual events? A: Yes, you can schedule recurring posts for specific dates, allowing you to automate posts for holidays or annual events like company anniversariesQ: What happens if I edit the parent post of a recurring schedule? A: Editing the parent post will replicate the changes in child scheduled postsHowever, changes made to individual child posts will not affect the parent postQ: Can I mix media types, like images and videos, in my recurring posts? A: Yes, you can include various media types, such as images, videos, or GIFs, within the recurring posts to make them more engagingQ: How does the recurring post feature interact with different time zones? A: You'll need to set the time for your recurring posts considering the time zone of your target audienceBe mindful of global audiences if applicableQ: Is there a limit to how far in advance I can schedule recurring posts? A: Depending on the specific settings and platform guidelines, you may be able to schedule recurring posts for days, weeks, months, or even years in advanceQ: Will Twitter's repetitive content policy affect my recurring posts? A: Yes, Twitter might flag recurring posts as repetitive contentIt's essential to be mindful of this and create variations in content to comply with Twitter's policiesClick here for more detailsQ: Can I pause or temporarily stop a recurring post series? A: You cannot pause or temporarily stop a recurring post series Q: What if I want different recurring posts for different social platforms? A: You can create unique recurring posts tailored to each social platform using the Customize Each Post functionality, allowing you to align the content with each network's specific character limits and guidelinesQ: Can recurring posts be part of a larger campaign with non-recurring content? A: Absolutely! You can integrate recurring posts with other marketing strategies and campaigns to create a cohesive and consistent brand messageQ: How can I ensure my recurring posts are accessible to all users, including those with disabilities? A: Incorporating accessibility features like captions, alt text, and other inclusive practices can make your recurring posts accessible to a broader audienceQ: How do I avoid making recurring posts feel too automated or impersonal? A: Mixing recurring posts with real-time, personalized content and engaging with your audience can help maintain a human touch in your social media presence </s>
<s>[INST] Create document/contract templates and send them automatically inside a workflow [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Businesses will now be able to create document/contract templatesThis will enable quick and easy sending of documents and will also enable automatically sending the document in a workflow using the same templates created Users will be able to convert any existing document created into a template using the Convert to Template action and give an appropriate name to it for future references Templates can contain all information related to your document/contract apart from the recipient information Users will also be able to assign signature elements to themselves inside the templates in case one of the signees is a business user in every document/contract they send to a potential client All templates will be listed on the Templates page under Documents and ContractsQuick actions on the templates page will enable the use of the template Users will be able to modify, rename, or delete the templates at any point in time Businesses will be able to make use of the same templates created to automatically send Documents/Contracts inside a workflow Businesses will now be able to configure the Send document/contract action inside the workflows to automatically send a document based on a trigger Users will be able to make use of the templates created inside the Documents & Contracts module to define the document details that need to go out to the customerBusiness users will be able to configure the action name, select the From User to define the sender details and choose a template from one of the templates created inside Documents & Contracts The default/custom template configured inside the Documents & Contracts settings will be used automatically to send the document from workflows as well This fulfills use cases like automatically sending documents after opportunity status is changed, or a tag is attached to a contact, or using any other trigger This will also allow achieving the use case where the business wants to send out documents to potential clients with one signature field attached to one of the business users and the other for the potential clientThey can create document templates with a signature element assigned to the business user and leave the unassigned signature element will automatically get assigned to the potential lead </s>
<s>[INST] MailGun Setup - HostGator Domain Setup [/INST] TABLE OF CONTENTS Step-by-step Mailgun Setup - HostGator Domain Setup To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record Step-by-step Mailgun Setup - HostGator Domain Setup 1Sign up for Mailgun.com 2Check your email inbox to verify the email address 3Login to Mailgun, Click on Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunAMain domain: If you are adding the main domain, it should not be used with Gsuite, or any other email provider Subdomain: To set up the subdomain with Mailgun, you can type ANYTHING_HERE.companyname.com Examples: mg.companyname.com replies.companyname.com support.companyname.com BPlease set up the domain or subdomain under US, not EUnot EUnot EUCClick on Add domain The next screen that you're taken to will ask you to add DNS records to your domainLeave this screen open for the next step5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsTo add the 1st TXT record Log in to cPanelLook for the Domains section, then click Zone EditorOn the next page, Locate your domain in the Zone Editor section, then click its Manage buttonClick Manage to view the domain's complete set of DNS recordsClick the +Add Record button and select Add "TXT" Record AName: Different for everyone, DO NOT INCLUDE THE ROOT DOMAIN Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BRecord: Same for everyone paste the following record v=spf1 include:mailgun.org ~all CClick on Add Record To add the 2nd TXT record Click the +Add Record button and select Add "TXT" Record again AName: it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT INCLUDE THE ROOT DOMAIN **Everyone's 2nd TXT record Host Name and record is different Examples: copy the highlighted part ONLY Example 1 using subdomain: Copy mx._domainkey.helpdesk as the host name Example 2 using main domain: Copy mailo._domainkey as the host name BRecord: different for everyone Head back to Mailgun and Copy the 2nd TXT record here highlighted in the screenshot below Record: paste the 2nd very long copied TXT record here CClick on Add Record To add the 1st MX records Click the +Add Record button and select Add "MX" Record If you have a Gsuite account to capture incoming emails for the main domainMake sure you are using a subdomain for MailgunCheck out Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? AName: Different for everyone Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BPriority is 10 which is also same for everyone no matter what domain you are trying to set CDestination: Same for everyone paste the following data mxa.mailgun.org EClick on Save Record To add the 2nd MX records Click the +Add Record button and select Add "MX" Record This time we need to add another record for mxB.mailgun.org AName: Different for everyone Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ BPriority is 10 which is also same for everyone no matter what domain you are trying to set CDestination: Same for everyone paste the following data mxb.mailgun.org EClick on Save Record To add the CNAME record Click the +Add Record button and select Add "CNAME" Record AName: Different for everyone Head back to Mailgun to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be email.mg replies.companyname.com The host name will be email.replies If you are setting up a main domain like companyname.com, the host name will be email BRecord: Same for everyone paste the following data mailgun.org CClick on Save Record Now that you have added 5 records, Go back to Mailgun and click on Verify DNS Settings Click the same button to Verify DNS Settings again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can grab the Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Then we could send a test email to see if everything works! Click here to learn How to send a test email in the Conversation </s>
<s>[INST] How to send a test email in the Conversation [/INST] TABLE OF CONTENTS Creating a test contact Sending the test email Configuring the sender email If you are using Mailgun If you are using SMTP integration Troubleshooting email delivery If email replies are not coming back Creating a test contact Click on Click here to switch on the top left once you are in the agency view Click the subaccount you want to test in Click on Contacts Click on Add Contact Fill out the First name and email and click Save Sending the test email It should automatically redirect you to the conversation page, click Send Email below Configuring the sender's email The highlighted part is where we can configure the sender's email addressCheck here to see how to configure the sender email address when sending bulk emailsBy default, it will show the user logged in as the sender's email addressIf you are using Mailgun If I 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 sub-account in agency Settings-> Email Services > Location SettingsReplies will still appear correctly in the HighLevel sub-account's Conversation tabe.gmy Mailgun subdomain is subdomain.gohighlevel.com so the reply-to email address will show kate@subdomain.gohighlevel.com We can set testing@subdomain.com as the sender's email address to enhance email deliverability as the reply-to address domain will match the sender's email addressYou can also set up cold inbound email to capture any emails going to emails ending with @replies.subdomain.com If you are using SMTP integration Go to Sub-account Settings -> Email Services Copy the highlighted email that's integrated as the SMTP and use that as the sender email in the conversation tab Depending on what is the SMTP integration you are using, you could set up an alias/verify sender to send from other emails - Setting up an alias for Google SMTP - Setting up an alias for Zoho SMTP - Verifying sender email with Sendgrid Troubleshooting email delivery Once you send the email and if you are not able to receive it, be sure to check the spam folderFor the error that we display in the Conversation view, we will fetch the error we got from the Mailgun API/ SMTP server and display itIf you click on the error icon to view the full error message, it should provide detail on why the email is not able to sendIf the error is not helpful, please open a support ticket with the SMTP provider so they can provide the delivery status on that emailIf you are using Mailgun, you can check the Mailgun logs and check out our email not sending help docIf email replies are not coming back Once you receive the email, you can reply to the email and see if the reply will show up in the Conversation tabIf not, please check what you could do When email replies are not coming back to the Conversation </s>
<s>[INST] Different Email Sending/ Delivery Method(s) - Send Now, Schedule, Batch, RSS Schedule [/INST] There are 4 primary ways to send or deliver emails in the system. In this article we will discuss the main differences between: 1. Send Now 2. Schedule 3. Batch Schedule 4. RSS Schedule Email Delivery Method Breakdown Send Now Create an email campaign for your audience that will be delivered according to the location time zone. (Setup Documentation) Schedule Create an email campaign for your audience which goes out at a specific time and date according to the location time zone. (Setup Documentation) Batch Schedule Create an email campaign for your audience that gets delivered in different batches at specific times and dates according to the location time zone. For example, if there are 1000 contacts and the batch quantity is set for 10, it will get delivered in 10 batches of 100 emails each. (Setup Documentation) RSS Schedule Create an email campaign with RSS elements for your audience and it will get delivered at the scheduled time and date according to the location time zone with the updates on the RSS feed like new blog posts or product updates etc. (Setup Documentation) Create/Delete Schedule Edit Test Email/Preview Send Now yes no no yes Schedule yes yes yes, you can edit the time and date of delivery before one hour of the designated schedule. yes Batch Schedule yes yes yes, you can edit the time and date of delivery before one hour of the designated schedule. You can also edit the content of the email during the Batch schedule is going on. yes RSS Schedule yes yes yes, you can edit the time and date of delivery before one hour of the designated schedule. You can also edit the content of the email during the Batch schedule is going on. yes </s>
<s>[INST] Connect ServiceTitan + HighLevel (Zapier) [/INST] Are you tired of manually transferring data between ServiceTitan and HighLevel? What if there was a way to automate this process and save time? ServiceTitan is a powerful platform that helps service businesses manage their operations, while HighLevel is a lead-generation tool that helps businesses find new customers. Both platforms are essential for any service-based business looking to grow and scale. However, manually transferring data between these two platforms can be time-consuming and prone to errors. The good news is that there is a solution to this problem: Zapier. This powerful automation tool can connect ServiceTitan and HighLevel, allowing you to automate data transfer between the two platforms. In this article, we will walk you through the steps to connect ServiceTitan and HighLevel using Zapier, so you can save time and focus on growing your business. Please Note: HighLevels official Zapier connection is whitelabeled. Click on the image or here to get started. Support List of Triggers & Actions Available Other Related Docs Connect Your Zapier Account All API documentation - developers.gohighlevel.com Making Your Whitelabel Zapier Connection Public How to use the Custom Webhook LC Premium Workflow Action? </s>
<s>[INST] Upgrading to v2 funnels or websites for selling SaaS [/INST] TABLE OF CONTENTS What are v2 funnels & websites? Why do I need to move to v2 funnels if I am selling SaaS? How can I upgrade my SaaS funnels / websites to v2? Step 1 : How do I know which funnel / website version I am on? Step 2 : Make sure you are using Stripe connect Step 3 : Upgrade old funnel to v2 funnel Before upgrading During the Upgrade After the upgrade If you are selling SaaS products via your funnels or websites, you may need to upgrade your funnels or websites to version 2 available in all accounts before 15 March 2022What are v2 funnels & websites? v2 funnels and websites are more secure, faster, better converting & more feature packed successors of OG funnels & websitesYou can learn more about the differences between v2 -vs- v1 funnels & websites in these articles https://help.gohighlevel.com/support/solutions/articles/48001204164-different-websites-funnels-versions-within-the-system https://help.gohighlevel.com/support/solutions/articles/48001204903-how-to-upgrade-a-version-1-funnel-to-version-2- Why do I need to move to v2 funnels if I am selling SaaS? You need to upgrade your existing funnels & websites that you use to sell SaaS to v2 versions because of enhanced security and card authorization capabilities that are built into v2 funnelsThis will provide you a more robust and secure subscription management experience for your SaaS initiativev2 funnels & websites allow you to create one-step order checkouts are compatible with 3D secure payments are faster use Stripe connect integration instead of API key integration work better with products, prices & payments features have built -in card authorization security when you sell a recurring product v2 funnels & websites are better than v1 funnels & websites in all aspectsIn this article we will discuss how you can migrate to v2 funnels & websites if you are currently selling SaaS using an old funnelHow can I upgrade my SaaS funnels / websites to v2? Step 1 : How do I know which funnel / website version I am on? If your SaaS selling funnel / website is already a v2 funnel, you do not need to take any more steps! You are all doneIf your SaaS selling funnel / website is a v1 funnel / website, please follow the steps furtherStep 2 : Make sure you are using Stripe connect Important: In order to sell SaaS, this Stripe account must be the same as the Stripe account connected at your agency levelTo check which Stripe account is connected to your agency please navigate to Agency view -> Settings -> Stripe and look at the email ID as shown below Important: While connecting your Stripe account, you may be logged in to multiple email IDs or multiple accounts with the same email IDPlease make sure to select the right oneStep 3 : Upgrade old funnel to v2 funnel Before upgrading Import your Stripe Products to your SaaS location using the steps in this article - https://help.gohighlevel.com/support/solutions/articles/48001202184-import-products-price-from-stripe Your v1 funnel's product area would look something like this before upgradingDuring the Upgrade The upgrade process typically lasts for 45 - 60 secondsPlease make sure you do not navigate away from the page during the upgradeAfter the upgrade After the upgrade your screen would look like this Important Please make sure to test your products in live mode after the upgradePlease note that SaaS account creation does not work in test mode </s>
<s>[INST] Workflow X Conversation AI - Conversation AI Action *Beta [/INST] Introducing a new "Conversation AI" Action in workflowKey Highlights: Create this action to ask a question to a contact Make branches for conditional flow based on the contact's reply Customize Personality and Additional Instructions for the bot Utilize the same bot training done for the Conversation AI Bot In This Article Question for the Contact Branches and Conditions Prompt - Personality and Additional Instructions Channel Mechanism of the Conversation AI Action Question for the Contact This is the main question that the bot will ask the customerThe bot will ask this question along with replying to an inbound message from a contact (if it exists) Branches and Conditions There are 2 standard branches that are created for each action with the capability to create new branchesStandard Branches: Time Out - The contact does not reply back in the time specified in the action No Condition Met - The contact replied within the timeout period but no condition was met New Branches: Each Branch needs to have a Name and a Condition based on which the contact will go down that branch Prompt - Personality and Additional Instructions The "Advanced Bot Configuration" toggle gives you the ability to see and customize the "Personality" and "Additional Instruction" for the conversation AI BotThe Prompt is generated by combining: "Personality" "Additional Instruction" Question for the contact Context from the Bot Training done for the Conversation AI Bot Previous Conversation between the sub-account and the contact Channel Choose one channel from SMS, FB, and IG where the bot sends the message to the contact Mechanism of the Conversation AI Action Once the "Conversation AI" Action is configured, this is how the process proceeds once a contact reached the action: The prompt is generated and the message is sent from the conversation AI bot to the contact (if required the context for the bot is available from the "Bot Training" in the conversation AI Bot sub-account settings) The bot now waits for a reply from the contact for the time configured in the action If the contact fails to reply within the time period, it goes down the "Time-Out" branch (use this branch to create followups) Once the contact replies within the time period, the bot then checks which condition is met from the contact's reply from the bot and if no condition is met, the contact goes down the "No condition Met" branch (use the "GOTO" actions to ask the questions If a condition is met, the contact goes down that respective branch </s>
<s>[INST] Troubleshooting Email statistics [/INST] TABLE OF CONTENTS Why Email statistics are not showing 1Check how the user is sending the emailsAre they sending through email builder bulk action, or from smartlist, workflow or campaigns? 2Using the SMTP provider, we will not be able to fetch delivered/bounced stats to display themSMTP integration will show opened and clicked onlyOnly mailgun will be able to show full statsTry to reset Mailgun API key Double-check Cname record Double-check Mailgun webhooks Why Email statistics are not showing 1Check how the user is sending the emailsAre they sending through email builder bulk action, or from smartlist, workflow or campaigns? Each method will contain its own section of email statistics depending on how the user is sending that emailCheck out Where will email statistics show for every email activity? When email stats are missing here once we click on the email template Only when we send emails through here then it will show the stats in the Email builder 2Using the SMTP provider, we will not be able to fetch delivered/bounced stats to display themSMTP integration will show opened and clicked onlyOnly mailgun will be able to show full statsWe highly recommend setting up Mailgun or LC Email for accurate statisticsIf the sub-account uses SMTP provider before, and the workflow contains SMTP statistics from the smtp provider, it won’t show the statistics properlyPlease duplicate the workflow and start sending emails again from there to see if the statistics will show up properlyTry to reset Mailgun API key Agency view > Settings > Email Services > Location Settings > Edit the Mailgun API integration for the sub-account > type Delete And then re-integrate again: Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Double-check Cname record Because the Cname record is essential for Mailgun to track the open and click tracking, and unsubscribesThe fix will be the same with links do not open/track: Why are my email links changing and how to fix links in the email that do not open? Double-check Mailgun webhooks 1Click on Sending 2Click on Webhooks 3Make sure the right Domain is selected based on which domain/subdomain is configured for your sub-account 4All webhooks should be configured in the screenshot below 5If not, click on Add Webhook for every Event type </s>
<s>[INST] How To Generate Leads From Local Chamber & BNI Meetups [/INST] Presenting at your local Chamber Of Commerce and BNI Meetups is an incredible way to generate leads and new customers for your agency, and we've taken all the leg work out of it for you! Step 1: Import, review, and customize this Canva presentation (and here's the link to the Checklist referenced at the end of the presentation) Step 2: Google your local chamber/BNI groups' contact info and send this email template or this email template Step 3: Show up looking good, knock their socks off with the presentation, and sign them up! Here's Andrew Brockenbush talking about how he was able to use this presentation to generate 66 leads and land several new clients in his area! </s>
<s>[INST] How to update your API keys [/INST] API key missing for your location? Please try updating your keys by following the article below: Covered in this Article: Updating your API Keys Troubleshooting How do I know if my API Key is old? What will happen if my API key is compromised? What do I do if my API key is pasting as Undefined? Updates on 13th March Going forward, API keys will not be auto-generated on creating a new Sub-AccountAgency/Sub-Account Admins can still create them manually via the sub-account settings pageUpdating your API Keys 1Log into your app 2Click on the Settings tab 3Click into "business info" tab then locate API KeyAs you can see the API key in the image below is from the old system and will need to be updated to the new APIPlease Note: New API keys will have 250+ characters, older API keys will have around 50 character 4Click on Regenerate Key icon to get the new key5Type "Confirm" Once you have clicked on the regenerate button (blue) you will be prompted with a pop upPlease read carefully, then proceedPlease note Anywhere you have been using the old API key will not work once you have regenerated your NEW API keyPlease update your integrations with your new API keys 6Click on Yes, Reset 7Refresh the page A new API key will appearPlease make sure to update the integrations still using the OLD API keys to ensure no service disruption Troubleshooting How do I know if my API Key is old? Old API keys have around 50 charactersNew API keys will have 250+ charactersWhat will happen if my API key is compromised? Please keep your API key safe at all timesWho ever gets access to your API key will be allowed to manipulate and edit, alter or change anything within the system or perhaps software that is indirectly relatedIf your API Key has been compromised please reset it within in company settings or consult your account manager immediatelyWhat do I do if my API key is pasting as Undefined? New subaccounts do not generate API keys automatically and will paste as UndefinedCertain features within the platform will automatically generate an API key for a subaccount, but the majority of the time you will need to click the re-generate arrows and type 'CONFIRM' in the following box in order to generate your first Location API key if one is not visibly present, or when copying if you receive an 'undefined' errorYou can confirm if your location has an API key or not by switching to the Agency Level > Settings > API Keys > Locating the Subaccount on this screenPlease Note: API Keys can take up to 5 hours to generate for an accountUnder normal circumstances you only need to click the regenerate arrows onceIf you do not immediately receive an API Key, wait 5 hours and attempt to copy it againIf it has still not generated, click the arrows once more and if this is still unsuccessful contact support </s>
<s>[INST] A Guide to Staging Environment Access in WordPress [/INST] Staging environments have become an essential tool for WordPress users who seek to enhance their website development process, minimise risks, and maintain a professional online presenceIn this guide, we'll walk you through everything you need to know about accessing and using a staging environment in your WordPress websiteTABLE OF CONTENTS Understanding Staging Environments Key Elements of Staging Environments Creating a Staging Environment in GHL WordPress Best Practices for using the Staging Environment Why Staging environments are essential for Web Development Understanding Staging Environments In the world of web development, a staging environment serves as a critical component of the development and testing processIt's essentially a clone or replica of your live website, hosted on a separate server or directory, designed to facilitate a variety of tasks crucial to web development and maintenanceKey Elements of Staging Environments Replication: Staging environments replicate your live website, including all its files, databases, and configurationsThis replication ensures that you're working with a precise copy of your websiteIsolation: The staging environment operates independently of your live siteThis isolation is vital because it allows you to experiment with changes, test new features, or troubleshoot issues without affecting your live website's performance or functionalityTesting Ground: Staging environments are essentially a safe and controlled testing groundThey allow you to make changes, install new plugins, update themes, or modify content in a risk-free environmentThis process helps you identify and resolve issues before implementing changes on your live siteCreating a Staging Environment in GHL WordPress 1To create a staging environment, go to WordPress -> Dashboard -> Click on the Create Environment option under staging access 2Once you click on it, your staging environment starts getting createdIt will be ready in about 2-5 mins depending on the size of your WordPress Site3Once the staging environment is created, you can make all the necessary changes to your site and test it before publishing the changes to your live site4After completing your modifications and testing, locate and click on the "Publish" buttonA notification box will prompt you to confirm your decisionUpon confirming, your site will be published within the next 2 to 5 minutes5Should you ever need to remove your existing staging environment and start afresh, simply click on the "Delete" button to initiate the processBest Practices for using the Staging Environment Regular Backups: Before making any significant changes in your staging environment, ensure you have recent backups of your live siteThis precautionary measure allows you to restore your site if any issues arise during testingTesting Checklist: Develop a testing checklist that outlines the specific elements, features, and functionalities you need to testThis checklist helps ensure comprehensive testing and prevents oversightContent Review: Thoroughly review all content changes, including text, images, and multimedia elements, to ensure accuracy, consistency, and relevanceReconciliation: Before publishing changes to the live site, reconcile any differences or conflicts between the staging and live environmentsEnsure that all necessary updates have been synchronisedCleanup: Regularly clean up your staging environment by removing outdated or unnecessary files, databases, and configurationsThis helps maintain an efficient and clutter-free workspaceNOTE: Direct changes made in the live sites won’t get updated in Staging Environment siteWhy Staging environments are essential for Web Development Risk Mitigation: Web development often involves significant changes that could potentially disrupt your live siteStaging environments allow you to mitigate risks by thoroughly testing these changes before they go liveEnhanced Workflow: Staging environments streamline your development workflowThey provide a dedicated space for testing and refining updates, ensuring that only polished and error-free changes make it to your live siteCollaboration: For teams of developers, designers, and content creators, staging environments offer an efficient platform for collaborative workMultiple team members can work on different aspects of the website simultaneously without interfering with one another's progressQuality Assurance: Staging environments are invaluable for quality assuranceThey help you catch and rectify issues related to design, functionality, or content before your audience encounters them on the live siteIn summary, staging environments are a foundational element of web developmentThey provide a secure, controlled space for testing, experimenting, and refining website changesBy allowing you to isolate potential issues and assess the impact of changes, staging environments play a pivotal role in ensuring the smooth operation and continuous improvement of your online presence </s>
<s>[INST] Alpine HVAC Case Study [/INST] 6 years ago I sold one local business reputation management, it transformed their business from 2 trucks to 30 trucks, they've paid me $300/month for 6 years without fail and I have to do almost 0 support for them. The great news is you can do this too, see the video below for a full in-depth review of how I did it and how you can too! </s>
<s>[INST] How to change the Content of An Ongoing Email Campaign [/INST] There are many times when an ongoing email campaign for Schedule, RSS Schedule and Batch Schedule Delivery has content errors like spelling mistakes, text changes, or link changes to meet the standards of the brand. There are times when the stats are very important, it is impossible to delete the campaign. With this change, the user will be able to change the content for ongoing email campaigns for Simple Schedule, RSS and Batch Schedule before the next execution date. The user will be required to visit the Marketing > Email. Please visit the Email Campaign tab, it will have a list of Email Campaign listed with Schedule, RSS Schedule and Batch Schedule which are ongoing and has the execution dates mentioned. There will be option in Actions > Update Email Content. In the action button, there will be an option of Update Email Content. The user can make the changes to the details of the email like changing the elements or words. Once the changes are done, they will be required to Save Edits. Note: We are not 100% sure that the copy will get changed before the emails go for the next execution on the server. </s>
<s>[INST] Geo Permissions Issues [/INST] TABLE OF CONTENTS How to enable/change Twilio Geo Permissions If you are using LC Phone, all locations will be enabled with geo permission for most countries except high-risk countries Voice Geographic Permissions SMS Geographic Permissions 1North America 2Asia 3Europe 4South America 5Africa 6Oceania & Global How to enable/change Twilio Geo Permissions Log in to https://console.twilio.com/ Type geo on the top right search bar Click on Voice or SMS Geographic Permissions Select the country here: Check out What Are Geographic Permissions and Why do They Exist? Please provide the following information to our support chat so we can escalate this to the LC Phone team to disable geo permission for certain countriesLocation ID: Copy and Paste the location id here Specify the Countries that you want to disable/enable texting/calling in: *Please convert this into a ticket for me so an LC Phone specialist could disable geo permission for certain countriesIf you are using LC Phone, all locations will be enabled with geo permission for most countries except high-risk countries Voice Geographic Permissions North America Asia COUNTRY COUNTRY CODE PRICE/MINUTE COUNTRY COUNTRY CODE PRICE/MINUTE Anguilla (+1-264) $0.377-$0.604 Afghanistan (+93) $0.32-$0.415 Antigua and Barbuda (+1-268) $0.378-$0.49 Armenia (+374) $0.215-$0.30 Aruba (+297) $0.14-$0.31 Azerbaijan (+994) $0.28-$0.47 Bahamas (+1-242) $0.293-$0.293 Bahrain (+973) $0.154-$0.182 Barbados (+1-246) $0.28-$0.33 Bangladesh (+880) $0.06-$0.06 Belize (+501) $0.30-$0.35 Bhutan (+975) $0.16-$0.16 Bermuda (+1-441) $0.05-$0.05 British Indian Ocean Territory (+246) $3.142-$3.142 Cayman Islands (+1-345) $0.338-$0.416 Brunei (+673) $0.069-$0.069 Costa Rica (+506) $0.03-$0.115 Cambodia (+855) $0.10-$0.10 Cuba (+53) $1.015-$1.015 East Timor (+670) $0.80-$0.80 Dominica (+1-767) $0.405-$0.588 Georgia (+995) $0.10-$0.385 Dominican Republic (+1-829,1809,1849) $0.11-$0.12 Hong Kong (+852) $0.03-$0.046 El Salvador (+503) $0.275-$0.29 India (+91) $0.037-$0.047 Greenland (+299) $0.475-$0.705 Indonesia (+62) $0.089-$0.089 Grenada (+1-473) $0.29-$0.524 Iran (+98) $0.242-$0.269 Guadeloupe (+590) $0.044-$0.326 Iraq (+964) $0.263-$0.31 Guatemala (+502) $0.19-$0.225 Israel (+972) $0.025-$0.251 Haiti (+509) $0.415-$0.714 Japan (+81) $0.061-$0.185 Honduras (+504) $0.18-$0.225 Jordan (+962) $0.229-$0.231 Jamaica (+1-876) $0.305-$0.41 Korea, Dem People's Rep (+850) $0.745-$0.745 Martinique (+596) $0.026-$0.254 Korea, Republic of (+82) $0.031-$0.035 Mexico (+52) $0.014-$0.047 Kuwait (+965) $0.08-$0.13 Montserrat (+1-664) $0.634-$0.634 Kyrgyzstan (+996) $0.238-$0.275 Netherlands Antilles (+599) $0.12-$1.159 Laos PDR (+856) $0.101-$0.101 Nicaragua (+505) $0.337-$0.40 Lebanon (+961) $0.14-$0.28 Panama (+507) $0.045-$0.325 Macau (+853) $0.182-$0.182 Puerto Rico (+1-787,1939) $0.02-$0.02 Malaysia (+60) $0.05-$0.08 St Kitts and Nevis (+1-869) $0.287-$0.325 Maldives (+960) $0.98-$1.313 St Lucia (+1-758) $0.48-$0.483 Mongolia (+976) $0.053-$0.053 St Pierre and Miquelon (+508) $0.585-$0.585 Myanmar (+95) $0.365-$0.365 St Vincent Grenadines (+1-784) $0.268-$0.402 Nepal (+977) $0.189-$0.25 Trinidad and Tobago (+1-868) $0.291-$0.34 Oman (+968) $0.31-$0.41 Turks and Caicos Islands (+1-649) $0.26-$0.494 Pakistan (+92) $0.155-$0.18 United States/Canada (+1) $0.014-$0.153 Palestinian Territory (+970) $0.231-$0.262 Virgin Islands, British (+1-284) $0.312-$0.449 Philippines (+63) $0.17-$0.21 Virgin Islands, U.S(+1-340) $0.036-$0.036 Qatar (+974) $0.23-$0.30 Russia/Kazakhstan (+7) $0.251-$0.368 South America Saudi Arabia (+966) $0.14-$0.225 COUNTRY COUNTRY CODE PRICE/MINUTE Singapore (+65) $0.037-$0.058 Argentina (+54) $0.019-$0.336 Sri Lanka (+94) $0.219-$0.236 Bolivia (+591) $0.223-$0.28 Syria (+963) $0.341-$0.459 Brazil (+55) $0.022-$0.062 Taiwan (+886) $0.104-$0.189 Chile (+56) $0.04-$1.149 Tajikistan (+992) $0.225-$0.30 Colombia (+57) $0.026-$0.07 Thailand (+66) $0.10-$0.10 Ecuador (+593) $0.165-$0.33 Turkey (+90) $0.057-$0.228 Falkland Islands (+500) $3.30-$3.30 Turkmenistan (+993) $0.21-$0.21 French Guiana (+594) $0.034-$0.166 United Arab Emirates (+971) $0.221-$0.245 Guyana (+592) $0.236-$0.345 Uzbekistan (+998) $0.15-$0.17 Paraguay (+595) $0.055-$0.145 Vietnam (+84) $0.12-$0.12 Peru (+51) $0.014-$0.435 Yemen (+967) $0.215-$0.23 Suriname (+597) $0.363-$1.21 Uruguay (+598) $0.07-$0.31 Africa Venezuela (+58) $0.06-$0.11 COUNTRY COUNTRY CODE PRICE/MINUTE Algeria (+213) $0.10-$1.346 Europe Angola (+244) $0.274-$0.813 COUNTRY COUNTRY CODE PRICE/MINUTE Benin (+229) $0.525-$0.528 Albania (+355) $0.239-$1.705 Botswana (+267) $0.231-$0.319 Andorra (+376) $0.047-$0.28 Burkina Faso (+226) $0.51-$0.542 Austria (+43) $0.016-$0.28 Burundi (+257) $0.72-$0.885 Belarus (+375) $0.51-$0.54 Cameroon (+237) $0.41-$0.501 Belgium (+32) $0.032-$0.524 Cape Verde (+238) $0.33-$0.47 Bosnia and Herzegovina (+387) $0.232-$0.51 Central Africa (+236) $1.076-$1.095 Bulgaria (+359) $0.03-$0.459 Chad (+235) $0.684-$0.80 Croatia (+385) $0.03-$0.615 Comoros (+269) $0.947-$0.947 Cyprus (+357) $0.07-$0.16 Congo (+242) $0.90-$0.90 Czech Republic (+420) $0.034-$0.115 Congo, Dem Rep (+243) $0.666-$0.704 Denmark (+45) $0.019-$0.051 Djibouti (+253) $0.555-$0.555 Estonia (+372) $0.033-$0.478 Egypt (+20) $0.135-$0.17 Faroe Islands (+298) $0.031-$0.057 Equatorial Guinea (+240) $0.632-$0.747 Finland/Aland Islands (+358) $0.04-$0.45 Eritrea (+291) $0.335-$0.335 France (+33) $0.015-$0.151 Ethiopia (+251) $0.325-$0.36 Germany (+49) $0.015-$0.35 Gabon (+241) $0.62-$0.775 Gibraltar (+350) $0.059-$0.255 Gambia (+220) $0.825-$0.825 Greece (+30) $0.02-$0.325 Ghana (+233) $0.37-$0.38 Hungary (+36) $0.015-$0.105 Guinea (+224) $0.667-$0.783 Iceland (+354) $0.029-$0.05 Guinea-Bissau (+245) $0.555-$1.009 Ireland (+353) $0.017-$0.158 Ivory Coast (+225) $0.56-$0.66 Italy (+39) $0.017-$0.331 Kenya (+254) $0.245-$0.285 Kosovo (+383) $0.247-$0.80 Lesotho (+266) $0.663-$0.82 Latvia (+371) $0.089-$0.825 Liberia (+231) $0.565-$0.614 Liechtenstein (+423) $0.203-$0.265 Libya (+218) $0.443-$0.473 Lithuania (+370) $0.068-$0.465 Madagascar (+261) $0.88-$0.964 Luxembourg (+352) $0.015-$0.23 Malawi (+265) $0.45-$0.687 Macedonia (+389) $0.411-$0.62 Mali (+223) $0.52-$0.589 Malta (+356) $0.21-$0.445 Mauritania (+222) $0.823-$0.858 Moldova (+373) $0.365-$0.442 Mauritius (+230) $0.203-$0.213 Monaco (+377) $0.12-$0.55 Morocco/Western Sahara (+212) $0.347-$0.954 Montenegro (+382) $0.452-$0.708 Mozambique (+258) $0.30-$0.40 Netherlands (+31) $0.017-$0.788 Namibia (+264) $0.143-$0.165 Norway (+47) $0.02-$0.14 Niger (+227) $0.455-$0.475 Poland (+48) $0.03-$0.165 Nigeria (+234) $0.155-$0.161 Portugal (+351) $0.013-$0.495 Reunion/Mayotte (+262) $0.43-$0.461 Romania (+40) $0.008-$0.032 Rwanda (+250) $0.405-$0.405 San Marino (+378) $0.305-$0.505 Senegal (+221) $0.49-$0.745 Serbia (+381) $0.232-$0.61 Seychelles (+248) $1.349-$1.349 Slovakia (+421) $0.027-$0.097 Sierra Leone (+232) $0.781-$0.781 Slovenia (+386) $0.038-$0.555 Somalia (+252) $0.768-$0.768 Spain (+34) $0.018-$0.687 South Africa (+27) $0.027-$0.893 Sweden (+46) $0.016-$0.06 South Sudan (+211) $0.51-$0.80 Switzerland (+41) $0.023-$0.645 Sudan (+249) $0.25-$0.26 Turkish Republic of Northern Cyprus (+9-0392) $0.07-$0.07 Swaziland (+268) $0.333-$0.348 Ukraine (+380) $0.24-$0.41 Tanzania (+255) $0.45-$0.50 United Kingdom (+44) $0.015-$1.048 Togo (+228) $0.54-$0.54 Vatican City (+379) $0.021-$0.021 Tunisia (+216) $1.078-$1.174 Uganda (+256) $0.43-$0.48 Zambia (+260) $0.65-$0.69 Zimbabwe (+263) $0.348-$0.71 Oceania COUNTRY COUNTRY CODE PRICE/MINUTE American Samoa (+1-684) $0.409-$0.409 Australia/Cocos/Christmas Island (+61) $0.024-$0.075 Australian External Territories (+672) $3.30-$3.30 Cook Islands (+682) $2.30-$2.30 Fiji (+679) $0.355-$0.406 French Polynesia (+689) $0.524-$0.524 Guam (+1-671) $0.04-$0.04 Kiribati (+686) $2.50-$2.50 Marshall Islands (+692) $0.355-$0.355 Micronesia (+691) $0.786-$0.786 New Caledonia (+687) $0.442-$0.442 New Zealand (+64) $0.027-$0.08 Northern Mariana Islands (+1-670) $0.105-$0.105 Palau (+680) $0.46-$0.46 Papua New Guinea (+675) $1.15-$1.50 Samoa (+685) $1.77-$1.77 Solomon Islands (+677) $1.25-$1.52 Tonga (+676) $1.803-$1.803 Vanuatu (+678) $1.70-$1.70 SMS Geographic Permissions 1North America 2Asia 3Europe 4South America 5Africa 6Oceania & Global </s>
<s>[INST] Troubleshooting GMB messages [/INST] Checklist: The primary Google account should be the Admin/ Manager to get messaging enabled GMB messaging should be disabled in Google Company timezone can't be blank. If it's blank, select a timezone that matches with the company address and reintegrate the GMB page again. Try to click "Change page" and select the GMB page again in Settings -> Integrations If it's still not working, copy the exact GMB page name from Integrations, look up the Google my business page name in the Google Maps mobile app. Click the Chat icon here, if no chat icon is showing, reach out to support Once you open the chat, if the picture above is NOT showing this lady here, that means your GMB page is still connected to another CRM like podium and you will need to ask GMB support to un-launch the app associated with your page. </s>
<s>[INST] How to validate phone numbers (SMS) ? [/INST] Number validation refers to the process of verifying the authenticity and correctness of a phone number, specifically in the context of SMS. It ensures that the phone number you are trying to reach is valid and capable of receiving SMS messages. The validation process involves checking the format of the phone number and verifying its existence with the telecommunication provider More Tutorials from the Community https://youtu.be/-Pn3Yc4hp9s https://youtu.be/hK2iVen3J-0 https://youtu.be/j-CCz1xVi0s https://youtu.be/D-AIlzqn5GE If SMS Validation has been activated, we will check Twilio Lookup (charges per lookup) to see if the number is a landline and won't send any messages to it. Twilio Lookup also invalidates numbers that are badly formatted or don't exist. Validation is only performed when an SMS is queued before sending, not during Contact Import/Creation. If the number is identified as a landline number, we will not send even the first message to the carriers. Validation only needs to be activated in HighLevel to function (it is on by default in Twilio). How to enable SMS / Phone number Validation? Switch to the location account level -> Go to Settings -> Business Info -> General Go to Agency Settings -> Twilio -> A new column called SMS Validation *PLEASE NOTE that phone number validation is a paid service from Twilio. You can view pricing for "Carrier Lookup" here. You can set up a workflow trigger for Twilio validation error to set up trigger action accordingly: We can filter based on the error when the phone number is - Not valid https://www.twilio.com/docs/api/errors/21211 - SMS incapable https://www.twilio.com/docs/api/errors/30006 </s>
<s>[INST] First Steps to be a Successful HighLevel Affiliate [/INST] Do you have an active HighLevel Agency? You can manage your affiliate account in your Affiliate Portal! Check out this article to learn more. First Steps to Take Once You Become a HighLevel Affiliate Congratulations! You are a HighLevel affiliate! As an affiliate, you will make a 40% commission on every referral you bring in that signs on to HighLevelYou can make a commission on every HighLevel subscription plan, including the Starter $97 plan, $297 Agency Freelancer plan, and the $497 Agency Pro planThose are called Tier 1 referralsYou will also earn an additional 5% for Your Tier 2 referrals, which your original client brings inThis is a great way to bring in extra income, and you were probably already talking about HighLevel before you even became an affiliate, so why not make some extra cash while you do? So now that you are officially a HighLevel affiliate, this article will walk you through the first things you should do once you set up your affiliate account or send out your first referral link! Step 1: Log in to First Promoter First Promoter is an affiliate and referrals tracking system for SaaS and subscription servicesTheir website description states, “FirstPromoter is an all-in-one platform that allows SaaS companies to track, manage and optimize any type of referral-based marketing programs.” To access your account go to gohighlevel.firstpromoter.com This is where you will manage and track all of your affiliate workYou can see who has clicked on your link, your earnings, customers, and moreMake sure you have Tipalti set up! If you have an active HighLevel agency, you can set up Tipalti in your affiliate portalIf you are an affiliate for HighLevel and do not have an active HighLevel subscription, please get in touch with support to receive a Tipalti setup link If you already have a Tipalti account and need to log inClick the image above! Step 2: Get Familiar with the First Promoter Dashboard When you go to your dashboard, you can see how many customers, referrals, clicks, and unpaid earnings you haveYou will be able to follow through and look at everyone you’ve brought onto the platform, who is still a leadYou will also be able to view everyone your customers have brought on in the Sub-affiliates tabYou will also be able to track your referrals, your rewards, and moreOn the first promoter title tab click on the “Assets” tabThis gives you access to all of the marketing assets that HighLevel provides to affiliatesNow that You’ve Finished the First Couple of Steps, What’s Next? You should get to know the HighLevel platform and bring on those first few affiliates to your accountIf you are still interested in learning more about the HighLevel Platform, we recommend going to gohighlevel.com/events and checking out our upcoming calendar of eventsEvery weekday we offer a Daily Q&A or a Weekly Affiliate Department Q&A every TuesdayDuring these events, we go over HighLevel features, common problems people might have, and ways to troubleshoot themConnecting with our clients is a major part of our mission, and we want to utilize every opportunity we can to make sure they understand how to use the platform effectively and efficientlyBonus: We also have a monthly Affiliate Hangout, which we post about in our Facebook Group (Are you in the group yet?) and right here on the calendar of eventsDon’t Forget About Our YouTube Channel! We have a dedicated playlist for our affiliates and post all our past Affiliate Hangouts hereIn our Affiliate Hangouts, we talk about: Monthly Milestones Tips we get from Top Affiliates Opportunities Contests & Much More Last but Not Least - Check Out Our HighLevel Support Portal Here we have a lot of helpful documents that will guide you on how to be a successful HighLevel affiliateOne of the most helpful documents is 5 Ways to Get Your First 5 AffiliatesGive yourself a kickstart to success by reviewing this article to get the best tips and tricks that we’ve seen work for all of our top affiliatesLast but not least, check out the Affiliate Welcome Course! This Welcome Course will teach you everything you need to begin earning passive, recurring income with Highlevelhttps://gohighlevel.com/passiveincome That’s a Wrap! These are all of the steps we recommend our affiliates do as soon as they decide to begin their affiliate journey with HighLevelIf you have any questions or need advice on boosting your affiliate account, please contact our support chat, and we will be happy to chat with you! Good Luck on your journey, and remember, “Results happen over time, not overnightWork hard, stay consistent, and be patient!” </s>
<s>[INST] WordPress Infra Migration - A Detailed Guide [/INST] At GHL WordPress, We have made significant changes to our infrastructureThis new infrastructure will enable your WordPress sites to be faster, more reliable, and highly efficientAll the new WordPress installations happen directly at our new infraThe existing sites are being migrated in a phased mannerCovered in this Article Things to Know Before Proceeding with Migration of WordPress Sites: Migration Steps: FAQs Q: How will I know when my site has been successfully migrated? Q: What if I have multiple sites? Do they all migrate at the same time? Q: Will there be any changes to the user interface on my dashboard after the migration? Q: I have customized my WordPress site extensivelyWill the migration affect my customization? Q: Is there anything I need to do after the migration? Q: Will this new infrastructure affect my site's SEO? Q: What should I do if I encounter any issues during or after the migration? Things to Know Before Proceeding with Migration of WordPress Sites: Zero Downtime: We value your business and understand how crucial it is for your websites to remain accessible at all timesThus, we've designed this migration process to ensure zero downtimeYour websites will continue to function normally throughout the transitionTemporary Restricted Access: To maintain data integrity and prevent any inadvertent issues, access to your GHL Dashboard will be temporarily restricted during migrationThis means you won't be able to change your site for a brief periodWe appreciate your patience and understanding in this matterRest assured, This is a temporary measure, and access will be restored immediately once the migration is completedEstimated Migration Time: The migration process is swift and efficientIt is estimated to take approximately 10 minutes to completeOur system will work behind the scenes to set up the necessary components and configurations to facilitate a seamless transition to the new infrastructureContinued Support: Our dedicated customer support team will be available to help you with any questions or concerns during the migration processYou can reach out to us anytime, and we'll be more than happy to assist youPost-Migration Checks: Once the migration is complete, we recommend checking all your domains and sub-domains to ensure they function correctlyIf you notice a "Not-Verified" tag next to any of them, there will be steps to follow for verification and proper functionality in the new infrastructureWe appreciate your cooperation and understanding during this migration processOur team is committed to making this transition as smooth as possible for youMigration Steps: 1Go to your WordPress DashboardYou will see a pop-up notification regarding the infrastructure updateClick on the 'Confirm Migration' button to proceed2After confirming the migration, our new infrastructure will create a WordPress instance specifically for your WordPress sitesThis process typically takes around 10 minutes to completeOur system will set up the necessary components and configurations during this time to ensure a seamless transition to the new infrastructure3Once the migration is complete, you will be automatically redirected to your dashboard, where all your domains and sub-domains are intactIf you notice a "Not-Verified" tag next to any of them, please follow these steps: Click on the DNS Settings option for the respective domainYou will be provided with DNS records that must be added to your DNS ProviderProceed to your DNS Provider's settings and add the DNS records as instructedBy adding the DNS records correctly, you will ensure the proper verification and functionality of your domains and sub-domains in the new infrastructureTo know more about how to add your Domain records with your DNS Provider, follow this link FAQs Q: How will I know when my site has been successfully migrated? A: You'll receive an email confirmation once your site migration is completedAdditionally, you can check your WordPress DashboardIf the migration is successful, there won't be any notification or alertQ: What if I have multiple sites? Do they all migrate at the same time? A: If you have multiple sites, each site must be migrated individuallyThis way, we can ensure that each site is properly set up and functioning on our new infrastructureQ: Will there be any changes to the user interface on my dashboard after the migration? A: The migration process will not affect the user interface of your dashboardYou will continue to have the same look and feel you are familiar withQ: I have customized my WordPress site extensivelyWill the migration affect my customization? A: No, the migration process will not affect your customizationsOur migration system is designed to move your site as isAll your themes, plugins, and customizations will remain intactQ: Is there anything I need to do after the migration? A: Post migration, we recommend checking all domains and sub-domains for proper functioningAlso, please update the DNS settings if there is a "Not-Verified" tag next to any domain or sub-domainQ: Will this new infrastructure affect my site's SEO? A: The migration process should not negatively impact your site's SEOIn fact, with improved load times and performance, your SEO might potentially improveQ: What should I do if I encounter any issues during or after the migration? A: If you encounter any issues, please contact our customer support teamThey're ready and equipped to assist you with any problems or concerns </s>
<s>[INST] 301 Redirects For Domains [/INST] To create 301 redirects, go to "Sites" > "URL Redirects" (in the top navigation menu) The URL Redirect feature gives you four options for redirecting a domain: Redirect to another URL Redirect to a step in a funnel Redirect to a page in a website Redirect to all paths (REGEX) Redirect Type: URL Redirect one URL to a another url Notes: The domain you are redirecting from must already be added to your HighLevel sub-account. In the "Path" field, follow the placeholder example, including a "/" in the field followed directly with the new path after the "/". The "Target URL" needs be a full, valid URL. Redirect Type: Funnel The Funnel redirect, allows you to 301 redirect a url to a step in an existing funnel that is linked with a domain within the subaccount. Redirect Type: website Website redirect allows you to 301 redirect a url to a HighLevel Website page. Only those websites that are linked to a domain can be used here. Redirect Type: ALL Redirect all paths from one URL to all paths of another URL. It is particularly useful when you have a "www" domain (www.mydomain.com) and a root domain (mydomain.com) wherein you can keep all of your paths on one website within HighLevel (e.g. mydomain.com/about-us) and then redirect all paths from www.mydomain.com to the root domain, thereby including www.mydomain.com/about-us without having to add a redirect for each path or maintain two websites. *This is also known as a REGEX redirect. </s>
<s>[INST] How to set up the Zoom Integration for Users' Calendar Bookings [/INST] Zoom is a communications platform that allows users to connect with video, audio, phone, and chat simultaneously! Integrating your Zoom account with group calendars is easy to set up and is a great way to take your productivity to the next levelBy syncing your Zoom account with your calendar(s), you can quickly schedule appointments, send out reminders, and keep track of upcoming events - all in one place! Covered in this Article: What Is the Zoom Integration? Usage cases Benefits of this feature: Integration Prerequisites Integrating the same Zoom Account with Multiple Users Step 1: Install the Zoom integration Configure Zoom for Other Users as an Admin Step 2: Set up appointment reminder workflow with Zoom location FAQs I don't have a Profile tab on my sidebarHandling Meeting Links when Meetings are Edited Handling Meeting Links when Meetings are Deleted Handling Meeting Links when Meetings are Rescheduled to a different time Handling Multiple Zoom Meetings at the Same Time Slot Existing Zoom Events Not Reflecting in the Calendar Calendar Version Support How do I integrate my Zoom account with an unassigned calendar What Is the Zoom Integration? The Zoom integration with this CRM allows users to schedule, start, and manage Zoom meetings directly from within the platformThis provides a seamless experience for users, removing the need to switch between different applications and platformsOnce the Zoom integration is set up within the CRM, it is capable of dynamically generating unique Zoom meeting links for each new meeting that is scheduledThis process is automatic when the meeting location in the user availability and calendar settings is set to ZoomThis unique meeting link generation is a significant feature as it provides added security and reduces the chance of unwanted interruptions during your meetingsEach participant gets a different link, making it harder for unauthorized persons to gain accessFor instance, if you're scheduling a meeting with a client, once you select Zoom as the meeting location, the CRM will automatically create a new Zoom meeting and embed the unique meeting link within the calendar eventThe client will receive an invitation to the meeting with the unique Zoom linkThis link is for that single meeting, providing convenience and security for all parties involvedIn addition, the Zoom integration enables you to keep track of all these meetings within the CRMAll scheduled Zoom meetings are automatically documented within the platform, making managing your appointments and keeping track of your engagements easierUsage cases Team Meetings: Make team collaboration easy with Zoom integrationA unique Zoom link is generated automatically each time a meeting is set, simplifying communication within your teamClient Consultations: Streamline your client consultations with this integrationIt automatically creates a unique Zoom link every time a client books a meeting, adding a layer of professionalism and ease to your interactionsWebinars: Enhance your webinar experience with the Zoom integrationAs a participant registers, a personalized Zoom link is automatically created, making webinar management seamless and efficientVirtual Office Hours: Teachers and professors can use the Zoom integration to manage office hours or extra help sessions efficientlyA unique Zoom meeting is created when students book a slot, eliminating scheduling hasslesOnline Fitness Classes: Fitness instructors can leverage this integration for effortless class managementEvery time a client books a session, a unique Zoom link is sent out, providing a smooth virtual fitness experienceVirtual Real Estate Showings: Transform your business with Zoom integrationAs potential buyers schedule a showing, the system creates a unique Zoom meeting, bringing property viewing to their comfort zoneTelemedicine Appointments: Make healthcare more accessible with Zoom integrationA unique Zoom meeting is created upon a patient booking an appointment, bringing healthcare services closer to homeOnline Cooking Classes: Start your cooking class experience with the Zoom integrationA personalized Zoom link is generated when a participant registers, bringing your culinary expertise to their kitchenBenefits of this feature: Here are some technical advantages of the Zoom integration feature: Automated Meeting Scheduling: A unique Zoom link is generated automatically for each meeting once the integration is set upThis saves significant time on manual setup and prevents errorsCentralized Management: The integration allows users to manage all aspects of meetings, including scheduling, rescheduling, and cancellations, directly from the CRMThis centralization improves efficiency and reduces the likelihood of miscommunicationMulti-User Accessibility: Regardless of the number of participants, a unique Zoom link is automatically generated for each participantThis ensures security and improves the overall meeting experienceCalendar Syncing: The integration allows Zoom meeting scheduling to be directly synced with the CRM calendarThis feature eliminates double booking and enhances time managementReal-time Updates: Changes made in the CRM, such as rescheduling or cancellations, are reflected in real-time in the Zoom platform, thus reducing discrepancies and improving overall coordinationEnhanced Security: Each meeting has a unique link, reducing the risk of uninvited guests joining a meetingAutomated Notifications: The integration automatically sends participants notifications with meeting details and changesThis reduces the manual effort of sending out messages and improves meeting attendanceData Tracking: The integration allows for comprehensive tracking of meeting data, including attendance, meeting duration, and moreThis can help in analyzing patterns and improving business processesIntegration Prerequisites • Any User can start using Zoom Integration for Calendars • Each User connects their own Zoom account to their Profile, and a unique link is generated with every booking on each Group Calendar(s) the User is assigned to • Dynamic Zoom links are only available with Round Robin and Collective CalendarsIntegrating the same Zoom Account with Multiple Users Zoom integration is tied to unique User IDs in the backend, not email addressesIf a Zoom account is connected to a User ID, that same Zoom account can't be connected to a different User ID, even if it's the same email addressThis can cause issues for users with different email addresses within the same agency or users needing to connect their Zoom accounts across multiple agenciesIn specific scenarios, if a user account is deleted and restored with the help of Support, it could result in two User IDs associated with the same email addressThis could lead to further complications as the restored account couldn't reconnect to the original Zoom account due to the new User IDIt's crucial to remember that User IDs and email addresses are treated as distinct identifiers within the system, underpinning the integration with ZoomIt's essential to consider your User ID as the unique identifier for the integration, not your email addressThis might seem complex, but understanding this distinction will help avoid potential integration issues and alleviate frustrationsLet's use some examples for a better understandingConsider an agency, "ABC Marketing." They have three users: User A with User ID "A001" and email "a@abcmarketing.com" User B with User ID "B002" and email "b@abcmarketing.com" User C with User ID "C003" and email "c@abcmarketing.com" Users want to integrate their Zoom accounts with their respective profiles on the agency's platformUser A connects their Zoom account successfully with the User ID "A001"Suppose, for some reason, User A's Profile is deleted and restored by the client contacting SupportUpon restoration, User A is assigned a new User ID, let's say "A004", while their email remains "a@abcmarketing.com." Here's where the confusion can startUser A tries to reconnect their Zoom accountHowever, their Zoom account is still tied to the old User ID "A001"Therefore, when they attempt to connect using the new User ID "A004", the system blocks itThis is because, from the system's perspective, the Zoom account is already connected to a different User IDThis is why it's crucial to remember that Zoom integration is linked to the User ID, not the email addressThe system treats the User ID as the unique identifier when connecting to Zoom, even if the email address remains the sameOn another note, User A cannot integrate their Zoom account into User B's Profile either because the Zoom account is still tied to User ID "A001"So, even though they are within the same agency, they cannot share a Zoom account due to these unique User IDsUnderstanding this underlying mechanism should help avoid confusion and ease the integration processPlease note: It is not recommended to connect different Zoom accounts to the same User across multiple sub-accounts or to use the same Zoom account across multiple usersStep 1: Install the Zoom integration You can configure Zoom for your scheduled meetings in the following ways: User Integrations User Profile > Integrations > Zoom > Connect In the dialog box, click Connect to Zoom (If not already connected) Enter your Zoom login credentials, then click Sign inYou'll be prompted to grant permission for Zoom to access your Zoom accountClick AllowYou'll be redirected to the platform, where Zoom appears under User Profile IntegrationsDefault Meeting Location User Profile > Default Meeting Location > Zoom > Connect In the dialog box, click Connect to Zoom (If not already connected) Enter your Zoom login credentials, then click Sign inYou'll be prompted to grant permission for Zoom to access your Zoom accountClick AllowYou'll be redirected to the platform, where Zoom appears under User Profile IntegrationsYou can then select 'Zoom' from the dropdown and hit 'Save' to prompt a dialog ascertaining whether or not existing meeting locations across all other calendars need to default to ZoomCalendar Settings Settings > Calendar Settings > User [x] > Meeting Location In the dialog box, click Connect to Zoom (If not already connected) Enter your Zoom login credentials, then click Sign inYou'll be prompted to grant permission for Zoom to access your Zoom accountClick AllowYou'll be redirected to the platform, where Zoom appears under User Profile IntegrationsYou can then select 'Zoom' from the dropdown to have the meetings include Zoom links with every bookingPlease note: You must be logged in as the user to do the profile setting integration optionsIf you are unable to find the Profile setting option within the sub account-level settings, you must edit the user's role from the agency-level Team setting to assign the user to the specific location(s)Configure Zoom for Other Users as an Admin If the Zoom integration has already been installed in your account by the respective User, you can choose that as a Default Meeting Location for the User under Team ManagementPlease note: Each User has to be currently log into their account to integrate ZoomAgency admins can now use the "Login As User" Feature to complete this process for any user in the agencyStep 2: Set up appointment reminder workflow with Zoom location The Workflow Builder is a potent tool with many usesStill, for this use case, it provides easy access to automate internal and external reminders of upcoming appointments, including the dynamic Zoom linkYou can craft your workflow by combining the following triggers and actions or use one of the available templated Recipesby Click on "Add New Workflow Trigger" Select "Appointment Status" as the trigger and add the following filters: Event Type: Is this a one-time appointment, a recurring appointment, or would you like it to fire for either Appointment Status: The calendar setting for auto-confirming appointments would ensure all appointments trigger this filter In Calendar: Optional if narrowing down specific calendars and specific usersClick on "Add your first Action." The first action needed is a one-minute time delay "Wait" step to ensure the meeting location value is updatedThe following action steps would begin your appointment booked confirmation notifications: "Send Email/SMS" would notify the contact on their listed primary email and phone numberBe sure to include the custom value {{appointment.meeting_location}} in your messages to provide them with the dynamic zoom link.Zoom For a link to custom values/merge fields available, please CLICK HEREOptionally, you can include email, sms, and in-app appointment reminders to the assigned User or any external contact using the "Internal Notification" actionBest Practice: If sending internal notification email, use do-not-reply@agency.com or notifications@agency.com to ensure no confusion with contact initiated conversationsThe last step is defining the cadence of notifications using the "Event/Appointment Time" wait for action in unison with the previous Send Email/SMS and Internal Notification actionsSpecify how long you want to send the next reminder before the eventIn this example, it will wait for 24 hours before the following action (send email/sms or internal notification) will firemeeting Move to the next step: fire the next action and follow the workflow linearlyMove to a specific step: this will move the lead to a particular action in the workflowSkip all outbound communication actions until the next wait step: Will not send any email/sms and moves the lead through the workflow linearly until the next wait stepFAQs I don't have a Profile tab on my sidebarIf you do not see the "Profile" tab on your sidebar, you are not a user/employee within that respective sub-account/locationPlease add yourself to that sub-account as a user by clicking My Staff > + Add Employee > Add Employee >SaveIf you want to add your agency user profile to this sub-account as an employee, please head back to your Agency View > Agency Settings > Click on the"Team" tab > Search for User > Click on "User Roles" > Click "Add to Sub-account" > Select which subaccount you want to add them toTip: To switch between an agency and sub-account Profile, you can use the "login-as feature" available for agency adminsHandling Meeting Links when Meetings are Edited If your meeting date and time are the same, the Zoom meeting link generated prior continues to function as intendedHandling Meeting Links when Meetings are Deleted If your meeting is canceled or deleted, the Zoom meeting link will be dropped permanently unless there is another meeting for the same time slot using the same meeting linkHandling Meeting Links when Meetings are Rescheduled to a different time If your meeting is rescheduled, a new meeting link will be generated unless there is another appointment in the same time slot, in which case, the link generated prior would be re-usedHandling Multiple Zoom Meetings at the Same Time Slot If the Calendar Settings allow for multiple appointments per slot, then the same meeting link would be re-used across all the meetingsPlease note: Currently, a single user may only use up to 100 requests per day (UTC) to create, update, or delete meetingsThis 24-hour period resets at 00:00 UTC, not the user or account’s local timezoneExisting Zoom Events Not Reflecting in the Calendar Currently, Zoom Integration neither pulls in events from Zoom nor uses pre-generated meeting links on meetings created directly via ZoomCalendar Version Support Currently, the dynamic Zoom Integration only works with Group CalendarsHow do I integrate my Zoom account with an unassigned calendar Unassigned booking calendars can use static or pre-generated Zoom meeting links by manually adding the static link to the meeting location setting under Team and Event Setup </s>
<s>[INST] How to manually attribute sales to affiliates [/INST] Unlock the full potential of your affiliate program with our latest evergreen feature - "Manual Sale Attribution"! Seamlessly attribute sales to affiliates, even in cases where affiliate links weren't used or for offline salesTake control of your affiliate program's performance and reward your affiliates accurately! Covered in this Article What is this feature? Usage Cases: How to use this feature? FAQs Is there a limit to the number of affiliates I can associate with a single sale when using the manual attribution feature? Are manually attributed sales subject to the same validation and approval process as regular affiliate link-based sales? Can I attribute a sale to an affiliate even if the customer's email address is not directly associated with their affiliate account? Are any safeguards in place to prevent unauthorized users from manipulating manual sales attribution data? Can I use the manual attribution feature to attribute sales from offline events or in-person interactions to affiliates? How do I handle cases where a customer makes multiple purchases, and I want to attribute each sale to different affiliates? Is it possible to attribute a sale to multiple affiliates and split the commission between them? Can I restrict certain users from using the manual attribution feature and reserve it for specific admin roles? What is this feature? This feature in the CRM is called "Manual Sale Attribution for Affiliates." It is a powerful addition to the affiliate management system within the CRMThis feature addresses specific pain points when customers' sales must be manually attributed to affiliatesHere are the critical aspects of the feature: Attribution Control: The "Manual Sale Attribution" feature allows Sub account users full control over attributing sales to the respective affiliatesThis is particularly useful in cases where sales were not initially linked to any affiliateOffline Sales: In scenarios where affiliates make offline sales, the feature enables admins to create invoices manually and attribute these sales to the appropriate affiliatesThis ensures accurate tracking and proper credit for offline-generated revenueUnattributed Sales: Affiliates sometimes refer customers, but the affiliate link may not be used during purchaseIn such situations, admins can manually add the leads and attribute the sales to the respective affiliatesFlexibility and Record-Keeping: The feature enhances flexibility by allowing admins to associate transactions with affiliates manuallyThis is beneficial for bookkeeping purposes and maintaining accurate records of affiliate-generated salesThe admin must access the Affiliate Manager within the CRM to use this featureFrom there, they can navigate to the Affiliates screen, click on the three dots on the right side, and select "Add Manual Sales." They then enter the customer's email and the relevant campaign name and choose the transactions they want to attribute to the chosen affiliateBy providing manual control over sale attribution, this feature empowers affiliate admins to manage their affiliate programs better and optimize performanceUsage Cases: Offline Events and Conferences: Imagine your company attends a massive industry conference where your affiliates actively promote your products or services, leading to numerous offline salesWith manual sales attribution, you can accurately credit each affiliate for the sales generated during the event, even if no online affiliate links were usedInfluencer Marketing Campaigns: You collaborate with social media influencers to promote your productsThese influencers share customized affiliate links with their followersHowever, some sales may still occur when followers visit your website without using the affiliate linksBy manually attributing those sales, you ensure the influencers receive appropriate credit for their impact on the purchase decisionsCustomer Referrals: Loyal customers enthusiastically recommend your offerings to friends and familyThey actively refer potential customers who, in turn, make purchases without following the referral linkIn such cases, you can manually attribute these referrals to the customers' affiliates, rewarding them for their advocacyAffiliate Offline Promotions: Your affiliates run creative offline marketing campaigns like distributing flyers, hosting local events, or utilizing traditional media to promote your brandWhen customers engage with your business through these methods, manual sales attribution helps you recognize and reward the affiliates responsible for driving these salesAffiliate Partnerships with Businesses: Some affiliates might partner with other businesses, promoting your products through their channelsIn this scenario, manual sales attribution allows you to accurately attribute sales to those specific affiliates, even if the standard affiliate tracking mechanisms are not applicableCharity or Fundraising Campaigns: You run a charity event or fundraising campaign, and affiliates are crucial in generating donations or contributionsManual sales attribution helps you ensure that affiliates receive recognition for the funds they help raise, even when donations are made through offline channels or other unique circumstancesAffiliate Marketing on Non-Traditional Platforms: Occasionally, affiliates may promote your products on non-traditional platforms, like community forums, private messaging groups, or niche websites where affiliate tracking is not feasibleManual sales attribution enables you to acknowledge their efforts and incentivize future promotionsPromoting Exclusive Offers: Affiliates may share exclusive offers or discounts with their audience, and customers may directly redeem these offers without using affiliate linksBy attributing such sales manually, you encourage affiliates to continue providing unique deals, driving more sales for your businessAffiliate-Driven Content Marketing: Some affiliates may create valuable content, such as blog posts or videos, that indirectly influences customers to purchaseManual sales attribution lets you credit these affiliates for the sales generated through content-driven engagementHow to use this feature? Step 1: Access the Affiliate Manager Log in to your CRM account as a Sub Account AdminPlease navigate to the Affiliate Manager section, where you can manage your affiliates and track their performanceStep 2: Locate the "Add Manual Sales" Option In the Affiliate Manager, find the list of affiliates or search for the specific affiliate you want to attribute a saleLook for the three dots (ellipsis) located on the right side of the affiliate's informationStep 3: Choose "Add Manual Sales" Click on the three dots (ellipsis) next to the affiliate's name, and a drop-down menu will appearFrom the dropdown menu, select "Add Manual Sales." This will open a new pop-up windowStep 4: Enter the Customer's Email You'll be prompted to enter the customer's email address in the pop-up windowThis email should belong to the customer who purchased and was referred by the affiliateStep 5: Select Campaign Configuration After entering the customer's email, you must choose the Campaign Name or configuration you wish to apply to that customerThis step ensures that the sale is associated with the correct affiliate campaignStep 6: View Customer's Transactions Once you've entered the customer's email and selected the campaign configuration, the system will display all the transactions made by that customerStep 7: Choose Transactions to Attribute Review the list of transactions and select the ones you want to attribute to the chosen affiliateYou can choose one or multiple transactions to credit the affiliate accuratelyStep 8: Submit and Confirm After selecting the appropriate transactions, click the "Submit" button to confirm the manual sale attributionThe system will process the request, and the attributed sales will be recorded in the affiliate's accountStep 9: Verification and Update The attributed sales may take a few moments to appear in the affiliate's accountOnce the process is completed, you can verify that the sales have been correctly attributed to the affiliateStep 10: Repeat as Needed You can use the "Manual Sale Attribution" feature for future transactions requiring manual credit allocation to affiliatesThis feature gives you greater control and flexibility over your affiliate program's performance, ensuring that affiliates receive proper credit for their effortsFAQs Is there a limit to the number of affiliates I can associate with a single sale when using the manual attribution feature? There is typically no limit to the number of affiliates you can associate with a single sale using manual attributionYou can credit multiple affiliates based on their contributions to the saleAre manually attributed sales subject to the same validation and approval process as regular affiliate link-based sales? Yes, manually attributed sales undergo the same validation and approval process as regular salesThe system ensures that all attributed sales meet the criteria before approval and commission payoutsCan I attribute a sale to an affiliate even if the customer's email address is not directly associated with their affiliate account? Absolutely! The manual sale attribution feature allows you to attribute sales to affiliates based on other identifiable information, not just the customer's email addressYou can use unique identifiers or custom fields for this purposeAre any safeguards in place to prevent unauthorized users from manipulating manual sales attribution data? The CRM employs robust security measures to prevent unauthorized access and manipulation of manual sales attribution dataAccess controls, user permissions, and audit trails ensure the integrity and confidentiality of the attribution processCan I use the manual attribution feature to attribute sales from offline events or in-person interactions to affiliates? Absolutely! The manual sale attribution feature is not limited to online salesYou can use it to attribute sales from offline events or in-person interactions, providing a comprehensive view of your affiliates' contributionsHow do I handle cases where a customer makes multiple purchases, and I want to attribute each sale to different affiliates? In cases where a customer makes multiple purchases, you can attribute each sale to different affiliates through the manual attribution processThe CRM allows you to associate specific sales with the affiliates responsible for each transactionIs it possible to attribute a sale to multiple affiliates and split the commission between them? The manual sale attribution feature currently supports attributing a sale to a single affiliateHowever, you can manually split the commission between multiple affiliates after the attribution is completeCan I restrict certain users from using the manual attribution feature and reserve it for specific admin roles? Yes, you can restrict access to the manual sale attribution feature based on admin roles and permissionsThis enables you to control who can perform manual attributions, ensuring the accuracy and integrity of the process </s>
<s>[INST] Industry Playbook - Marketing Agency [/INST] The roadmap for growing a local Marketing Agency online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers with upsell offers. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Marketing Agency’s website. Integrate the Marketing Agency’s Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Marketing Agency immediately receive a text message saying, “Sorry we missed your call - how can we help?” Nurture Leads into Bookings Configure helpful Text Snippets for phrases & links the Marketing Agency often sends to people. Activate Conversation AI so the Marketing Agency has a fully trained, always-on assistant to conversationally convert leads into bookings. Turn Leads into Sales Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay. Turn Sales into Positive Reviews Configure Email & SMS Review Request Templates so the Marketing Agency can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Marketing Agency can easily send out news, updates, and promotions to their contacts. </s>
<s>[INST] Mailgun Setup - CloudFlare Domain Setup [/INST] TABLE OF CONTENTS Step-by-step Mailgun Setup To add the 1st TXT record To add the 2nd TXT record To add the 1st MX records To add the 2nd MX records To add the CNAME record Step-by-step Mailgun Setup 1Sign up for Mailgun.com 2Check your email inbox to verify the email address 3Login to Mailgun, Click on Sending > Add New Domain 4If your domain is companyname.com, you can either set up the main domain or subdomain with MailgunAMain domain: If you are adding the main domain, it should not be used with Gsuite, or any other email provider Subdomain: To set up the subdomain with Mailgun, you can type ANYTHING_HERE.companyname.com Examples: mg.companyname.com replies.companyname.com support.companyname.com BPlease set up the domain or subdomain under US, not EUnot EUnot EUCClick on Add domain The next screen that you're taken to will ask you to add DNS records to your domainLeave this screen open for the next step5Now log in to your DNS records based on where you get the domain and add the 5 DNS recordsTo add the 1st TXT record To Add your first TXT record, Log in to the Cloudflare dashboard and select an account and domainClick on DNS > Records Click on + Add Record AType: Select TXT from the Type menu optionsBName: DO NOT INCLUDE THE ROOT DOMAIN Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CContent: Same for everyone paste the following record v=spf1 include:mailgun.org ~all DClick on Save To add the 2nd TXT record Click on + Add Record again AType: Select TXT from the Type menu optionsBName: it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT INCLUDE THE ROOT DOMAIN **Everyone's 2nd TXT record host name and value is different Examples: copy the highlighted part ONLY Example 1 using subdomain: Copy mx._domainkey.helpdesk as the host name Example 2 using main domain: Copy mailo._domainkey as the host name CContent: Head back to Mailgun and Copy the 2nd TXT record here highlighted in the screenshot below Content: paste the 2nd very long copied TXT record here DClick on Save To add the 1st MX records Click on + Add Record again If you have a Gsuite account to capture incoming emails for the main domainMake sure you are using a subdomain for MailgunCheck out Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? AType: Select MX from the Type menu optionsBName: Different for everyone Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CMail Server: Same for everyone paste the following data mxa.mailgun.org DPriority is 10 which is also same for everyone no matter what domain you are trying to set EClick on Save To add the 2nd MX records Click on + Add Record again AType: Select MX from the Type menu optionsBName: Different for everyone Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be mg replies.companyname.com The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ CMail Server: Same for everyone paste the following data mxb.mailgun.org DPriority is 10 which is also same for everyone no matter what domain you are trying to set EClick on Save To add the CNAME record In Cloudflare, Click on + Add Record again AType: Select CNAME from the Type menu optionsBName: Different for everyone Head back to Mailgun to copy the host name, it's a bit tricky but the key here is to copy everything from the beginning until the subdomain part, DO NOT copy the main domain Depending on the subdomain you are trying to set up, if you are trying to set up mg.companyname.com The host name will be email.mg replies.companyname.com The host name will be email.replies If you are setting up a main domain like companyname.com, the host name will be email CTarget: Same for everyone paste the following data mailgun.org DClick on the orange cloud Proxied to make it DNS only EClick on Save Now that you have added 5 records, Go back to Mailgun and click on Verify DNS Settings Click the same button to Verify DNS Settings again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can grab the Mailgun API Key - Where to Find in Mailgun & Put in HighLevel Then we could send a test email to see if everything works! Click here to learn How to send a test email in the Conversation </s>
<s>[INST] Apple Pay and Google Pay in invoices and Text2Pay links [/INST] Apple Pay and Google Pay are now supported with one-time and recurring invoices as well as Text2Pay linksYour 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 WindowsHow 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, you just need to enable Apple Pay and Google Pay in your Stripe account and they will automatically start appearing in invoices and Text2Pay links Apple pay requires an additional step to register the domain on which the payment will be accepted using Apple PayThe platform will do this registration for all business automatically as soon as the Stripe account is connectedThis will automatically allow them to offer Apple Pay as a payment method in invoices and text2pay link payments FAQ 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 Invoices and Transactions 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/Authorize.net/NMI 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 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 like ACH payments will be available by Q3 2023 Troubleshooting for 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 invoice 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 for Google Pay 1Stripe should be connected on the Integrations page2Make 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 Pay </s>
<s>[INST] How to Promote and Customize Your Mobile App: A Comprehensive Guide [/INST] This guide will walk you through leveraging a mobile app promotion tool and a white-label mobile app customizerThis will enable agencies to efficiently promote and personalize their apps for sub-accounts, enhancing their branding and outreachCovered in this Article: What are these features? Mobile App Promotion Tool: Usage Cases: Whitelabel Mobile App Customizer: Usage cases: Competitive advantages: How to use these features? Whitelabel App Promotion Tool: Access the Mobile App Section: Choose App Promotion: Share App Download Links with Sub-Accounts: Promote Whitelabel App to Sub-Account Users: Whitelabel App Customization and Promotion: Upload Logo and Splash Screen: Complete Branding: Complete the Profile: Preview and Submit: App Review and Approval: FAQs Q: Can I customize the user interface (UI) of the white-labeled mobile app? Q: Can I promote different apps to different sub-accounts within my agency? Q: What happens after I submit the customized Whitelabel app for review and approval? Q: Can I distribute the Whitelabel app through app stores other than the App Store and Play Store? Q: Is there ongoing support available for app customization and promotion? What are these features? Mobile App Promotion Tool: This feature streamlines the process of promoting mobile apps to your sub-accountsChoose between Highlevel, LeadConnector, or a Whitelabel app, and with a simple click; you can make their download links available to your sub-accountsThis tool is designed to efficiently and hassle-free distribute apps to different users, whether clients or partner companiesUsage Cases: Enhancing Client Engagement: Consider an agency named "Digital Pioneers." They use the mobile app promotion tool to share their customized Whitelabel app with their clientsNow, clients can directly access their marketing campaigns, monitor progress, provide feedback, and schedule meetings with the agency from their mobile devicesThis convenience fosters transparency and increases client engagement, resulting in a higher retention rate for Digital PioneersSimplifying Remote Team Management: Imagine an agency called "Marketing Mavericks," which has a distributed team across different time zonesPromoting the Highlevel Mobile app or LeadConnector to their team members ensures everyone can view their tasks, update their progress, and communicate with clients without being tied to their desksThis makes remote work management a breeze for Marketing Mavericks and boosts their team's productivityConsistent Branding across Franchisees: Suppose "Brand Masters" is a successful marketing agency that has franchised its operations in various citiesThey use the Whitelabel mobile app customizer to create an app that reflects their brand's identity and promotes it across all franchiseesThis ensures a consistent branding experience for all clients, regardless of the branch they work with, enhancing the overall reputation of Brand MastersProviding Added Value to Clients: An agency named "Growth Gurus" wants to stand out in the highly competitive marketing industryThey customize the Whitelabel mobile app and promote it to their clients as an additional service, allowing them to manage their campaigns on the goThis unique offering differentiates Growth Gurus from other agencies, attracting more clientsStreamlining New Branch Integration: A rapidly expanding agency, "Rapid Raptors," opens a new branch in a different regionThey promote their Whitelabel mobile app to new team members, allowing them to understand the agency's processes and workflows quicklyThis speeds up the integration process of the new branch and keeps their operations running smoothlyWhitelabel Mobile App Customizer: This feature offers the flexibility to personalize your mobile app per your brand identityYou create a mobile app that reflects your brand's aesthetics by uploading your logo and splash screen image, selecting a color scheme and fonts, and arranging menu itemsFurthermore, providing necessary details like your agency name, contact information, and app description gives your app a professional and complete finishAfter customizing, you can preview the app and submit it for reviewOnce it receives approval and goes live, your uniquely branded app is ready to be shared with your audienceBy leveraging these features, you can effectively reach a wider audience with a mobile app that aligns seamlessly with your branding guidelines, enhancing your brand's visibility and consistency across platformsUsage cases: Agency A - Consistent Visual Branding: Agency A uses the Whitelabel Mobile App Customizer to ensure consistent visual brandingThey upload their logo, choose their color scheme, and select fonts that align with their visual identityThe design customizer allows the agency to match every design element to its brand, resulting in a seamless brand experience for its clients when using the appAgency B - Client-Specific Branding: This agency provides tailored marketing solutions for each clientThey go one step further by creating individual mobile apps with the Whitelabel Mobile App Customizer that are fully branded per each client's visual identityThey design each app to visually align with the respective client's website, social media platforms, and other marketing materialsThis delights their clients and provides the end-users (the client's customers) with a familiar and consistent experienceAgency C - Training App with Branding: Agency C, known for its regular training programs, uses the Whitelabel Mobile App Customizer to create a branded training appThey incorporate their unique design elements into the app's user interface, ensuring that even the training platform reflects their brandThis enhances the learners' experience and cements the agency's branding in their mindsAgency D - Communication via Branded App: This rapidly growing agency uses the Whitelabel Mobile App Customizer to build a fully-branded communication platformThey design the app's interface to mirror their brand aesthetics, which instantly connects with their clientsThrough the visually cohesive app, they can maintain efficient client communication that subtly reinforces their brand with every interactionAgency E - Exuding Luxury and Sophistication: This high-end agency uses the Whitelabel Mobile App Customizer to create an app that reflects its brand's sophisticationThey meticulously design every aspect of the app to resonate with the luxury and exclusivity they representEvery element, from fonts to the color palette to the logo placement, is carefully selected to evoke a sense of elegance and premium serviceCompetitive advantages: Comprehensive Integration: Unlike many competitors, GHL offers a fully integrated solution with its white-label promotion tool and customizerIt seamlessly integrates with GHL's CRM platform, allowing agencies to manage customer relationships, automate marketing processes, and access client data within the appThis unified approach streamlines workflows and enhances overall efficiencyExtensive Customization Options: GHL's white-label customizer provides agencies with a high level of customizationFrom logos to color schemes, fonts, and UI elements, agencies have complete control over the app's visual identityThis level of customization ensures that the app aligns perfectly with the agency's brand, enhancing brand consistency and recognitionEffective App Promotion: GHL's white-label promotion tool enables agencies to promote their customized apps to their sub-accounts effectivelyAgencies can ensure their apps reach their intended audience with a few simple steps, maximizing engagement and user adoptionThis feature sets GHL apart by providing a comprehensive solution for app promotionAssistance with App Publication: GHL goes beyond app customization by providing support throughout the app review and approval processThey assist agencies in getting their apps published on respective app stores, streamlining the often complex and time-consuming processThis support helps agencies navigate the app store requirements and ensure their apps go live smoothlyUser-Friendly Interface: GHL's white-label promotion tool and customizer are designed with a user-friendly interfaceThe intuitive design and ease of use enable agencies to quickly and efficiently create and customize their apps without requiring extensive technical knowledge or expertiseThis user-centric approach saves time and empowers agencies to focus on their core business activitiesHow to use these features? To effectively use GoHighLevel's white-label promotion tool and customizer, follow these steps: Whitelabel App Promotion Tool: Access the Mobile App Section: Log in to your GoHighLevel agency accountLocate the left menu and navigate to the "Mobile App" sectionClick on the "Mobile App" section to proceedChoose App Promotion: Within the "Mobile App" section, review the available options for app promotion: Highlevel Mobile App, LeadConnector, or Whitelabel mobile appDecide which app you want to promote to your sub-accountsShare App Download Links with Sub-Accounts: Click "Saved Preferences" to access your saved settingsLocate the option to show the download link to clientsEnable this option to display the app download links for your sub-accountsSub-accounts can now access and download the promoted app using the provided linksPromote Whitelabel App to Sub-Account Users: From the sub-account dashboard, invite users to download the Whitelabel app via email or SMS invitationsUsers will receive the invitations and can proceed to download the app using the provided linksYou can also send invitations to newly created users at the time of user creationWhitelabel App Customization and Promotion: Upload Logo and Splash Screen: If you choose to promote a Whitelabel app, follow these steps to customize it according to your agency's brandingStart by uploading your agency's logo and splash screen imageComplete Branding: Select the desired light and dark color schemesChoose fonts, menu items, and their order to match your branding guidelinesComplete the Profile: Provide all the necessary details required to make the app live, such as agency name, contact information, and app descriptionPreview and Submit: Preview the customized app to ensure it meets your requirementsOnce satisfied, click "Finish" to submit the app for review and approvalApp Review and Approval: After submission, the app team will review the GoHighLevel detailsThe app will be sent for approval to the respective app stores (e.g., App Store and Play Store)Once the app receives approval, it will become liveBy following these steps, you can effectively utilize GoHighLevel's white-label promotion tool and customizerWhether you choose to promote the Highlevel Mobile App, LeadConnector, or create your own branded Whitelabel app, these features enable you to customize, promote, and distribute mobile apps to your sub-accounts, enhancing your agency's branding and providing added value to your clientsFAQs Q: Can I customize the user interface (UI) of the white-labeled mobile app? A: Yes, with GoHighLevel's customizer, you have complete control over the app's UIYou can upload your agency's logo, choose custom color schemes, select fonts, and rearrange menu items to match your branding guidelinesThis level of customization ensures a seamless brand experience for your clientsQ: Can I promote different apps to different sub-accounts within my agency? A: GoHighLevel allows you to promote different apps to different sub-accounts based on your preferencesYou can choose to promote the Highlevel Mobile App, LeadConnector, or create separate Whitelabel apps, each tailored to meet your sub-accounts' specific needs and brandingQ: What happens after I submit the customized Whitelabel app for review and approval? A: After you submit the app for review, the GoHighLevel team will review the details and send it for approval to the respective app stores (e.g., App Store and Play Store)The app undergoes a standard review process conducted by the app store's guidelinesOnce approved, the app will become live and accessible to usersQ: Can I distribute the Whitelabel app through app stores other than the App Store and Play Store? A: Currently, GoHighLevel supports the distribution of Whitelabel apps through the App Store and Play StoreThese are the most widely used app distribution platforms, ensuring maximum reach and accessibility for your appGoHighLevel may not directly support alternative distribution methodsQ: Is there ongoing support available for app customization and promotion? A: Yes, GoHighLevel provides ongoing support for app customization and promotionIf you encounter any issues or have questions during the customization process, you can reach out to GoHighLevel's customer support for assistance </s>
<s>[INST] How to Add New Affiliates [/INST] More Tutorials from the Community https://youtu.be/yAtoIpOSKQY https://youtu.be/9__WyeTilfw https://youtu.be/9q3fgoPjE20?si=BR7FxhK90C0-VrRq https://youtu.be/PVbLbGzOTLU Adding new affiliates is now easier than everFollow these simple steps to get started: TABLE OF CONTENTS Step 1: Initiate the Process: Step 2: Create a New Affiliate: Step 3: Enter Basic Affiliate Details: Step 4: Finish Adding the Affiliate Step 5: Additional Information: Step 6: Advance Settings: Step 7: Final Steps: Step 1: Initiate the Process: Click on "Add" located at the top right cornerStep 2: Create a New Affiliate: Click on "New Affiliate" to start the processStep 3: Enter Basic Affiliate Details: Fill in the essential details such as Email and Name for the new affiliateYou can also assign the new affiliate to an existing Affiliate Campaign right on the same screenStep 4: Finish Adding the Affiliate Click on "Done" to add your new affiliate instantlyAlternatively, proceed to add additional details and tweak advanced settingsStep 5: Additional Information: On the Additional Info page, provide extra information for your affiliateYou can upload W-8 and W-9 forms for affiliates, if applicableClick "Save" after adding the required additional informationStep 6: Advance Settings: Click on "Advance Settings" to customize the unique referral ID for your affiliate's referral link for different campaignsYou can also add Coupons code for the New AffiliateYou can also switch between different campaigns for the same affiliateAfter making any final changes, click on "Done." Step 7: Final Steps: The magic link for your new affiliate's portal will be generated and shownYou can directly login to the portal or share it with your new affiliateThe same link can be conveniently shared via the "Affiliate Program Welcome Email" templateWith these straightforward steps, you can efficiently add new affiliates, ensuring a seamless experience for both you and your affiliatesHappy affiliating! </s>
<s>[INST] How to input Multiple Phone Numbers for a Contact [/INST] Multiple Phone Numbers for a Contact allows users to efficiently manage multiple phone numbers for a single contact efficiently, thereby improving communication and organizationFrom adding and editing multiple numbers to designating a primary contact, this feature is about optimizing user experience and streamlining workflowsThis feature can be found under the Labs section in the Sub-Account SettingsBy default, it is turned off and users need to enable it manuallyCovered in this Article: What is this feature? Usage Cases: How to use this feature? FAQs Q: What happens if I don't designate a primary phone number? Q: Can I call on any of the additional phone numbers? Q: What new features are expected to be added in the future? Q: Will the additional phone numbers sync with my other devices where I have mobile apps installed? Q: Can I change the labels once they're set? What is this feature? The Multiple Phone Numbers for a Contact feature is designed to enhance the user experience in managing contact information within a CRM systemHere are some detailed aspects of this feature: Adding Multiple Phone Numbers: This feature enables users to add up to eleven phone numbers for a single contactThis capability provides greater flexibility for users who frequently need to manage clients or leads with multiple contact numbersThis could include home, work, mobile numbers, or different numbers that a client prefers to use at different timesConvenient Management and Editing: All the phone numbers added to the contact can be easily managed and edited within the contact details pageThis feature makes it easy to update contact information as it changes, ensuring that the CRM always contains the most accurate and up-to-date informationDesignation of a Primary Phone Number: Users can designate a primary phone number for all actions and interactions with the contactThis primary phone number will be the default for all communication activities unless otherwise specified, ensuring consistency in communicationPhone Number Labels: To better categorize and differentiate the contact's phone numbers, users can add labels to each phone numberCurrent labels include Home, Landline, Mobile, and WorkEach label can be selected only once for a contactCalling on Additional Phone Numbers: The feature also allows users to call on any of the additional phone numbers, giving them more flexibility in communicationUpcoming Enhancements: Future enhancements to this feature include conversation support for additional phone numbers, bulk import functionality for adding multiple phone numbers, and availability of additional phone numbers during Contact ExportUsage Cases: Streamlined Customer Service: A business could use this feature to reach its customers more effectivelyThe service representative can try another if a customer cannot be reached on one numberThis flexibility can lead to faster resolution times, higher customer satisfaction, and improved customer retention ratesEffective Sales Process: In sales, time is of the essenceSales representatives can quickly try another if a lead is not responding to one numberThis feature could help reduce the lead response time and increase the likelihood of converting leads into customersEnhanced Marketing Campaigns: Businesses running multichannel marketing campaigns could use different phone numbers to reach customers based on their preferences or past responsesThis can help improve campaign success rates and deliver personalized customer experiencesReliable Vendor Management: Companies often deal with vendors who have multiple contact pointsStoring and categorizing these within the vendor contact can improve communication efficiency and ensure seamless operationsEffective Employee Communication: In larger corporations, employees might have different contact numbers for different departments or rolesStoring and managing these multiple numbers can streamline internal communication and enhance productivityEmergency Response Situations: Multiple contact numbers can be a lifesaver in healthcare or disaster management industriesEmergency response teams can reach out to patients or affected people more effectively if one contact number is not available or reachableManaging International Business Contacts: For businesses operating in different countries, keeping track of international dialing codes and multiple phone numbers for overseas contacts can be challengingThis feature can help manage such information conveniently, leading to smoother international communicationHow to use this feature? Add multiple phone numbers to contact: Go to your contacts pageCreate a new contact or choose an existing oneYou can add multiple phone numbers for both new contacts and by editing existing onesYou will see a 'Phone Numbers' section within the contact's detailsClick on 'Add Phone Numbers.' Please Note: You can do this up to 11 times per contactIncluding the original primary numberEdit or manage phone numbers: To edit a phone number, click the 'Edit' button next to the phone numberYou can then change the phone number, delete it, or change the associated labelDesignate a primary phone number: You can set one of the phone numbers as the 'Primary Phone Number.' The primary phone number will be the default contact point for all interactions with that contactTo do this, click the 'Mark as Primary' checkbox next to the phone number you want to designateAdd labels to phone numbers: To help categorize the phone numbers, you can add labels such as 'Home,' 'Landline,' 'Mobile,' and 'Work.' Choose the appropriate label from the dropdown menu when adding or editing a phone numberMake a call on an additional phone number: You can call any of the added phone numbers from the contact's detailsClick on the 'Call' button next to the phone number you wish to callFAQs Q: What happens if I don't designate a primary phone number? A: In such cases, the first phone number you entered will be treated as the primary contact numberQ: Can I call on any of the additional phone numbers? A: Yes, you can call on any additional phone numberQ: What new features are expected to be added in the future? A: We're working on adding conversation support for additional phone numbers, a bulk import functionality for adding multiple phone numbers, and making the additional phone numbers available during contact exportQ: Will the additional phone numbers sync with my other devices where I have mobile apps installed? A: Yes, as long as your devices are connected to the internet, the additional phone numbers will sync across all your devicesQ: Can I change the labels once they're set? A: Yes, you can edit the labels anytime you want from the contact details page </s>
<s>[INST] How to use Table Charts for Dashboard Widgets [/INST] More Tutorials from the Community https://www.youtube.com/watch?v=xBGH_lohcSM https://youtu.be/DwcbZNaqup4 TABLE OF CONTENTS Step 1: Add a widget Step 2: Choose Table chart Step 3: Configure your widget Step 3: Save your changes Step 1: Add a widget Go to your dashboard and Click on the edit icon and then Add widget Step 2: Choose Table chart Scroll down to the widget you want to add and change the chart type to table Step 3: Configure your widget Click on Select Columns to manage columns you want on your widget In Advance Settings, you can choose the column on which you want to order the table Step 3: Save your changes Click on Save to add your widget on the Dashboard </s>
<s>[INST] How to Customise post for each socials? [/INST] Revolutionize social media marketing with our new 'Customize for Each Post' featureTailor your content for different platforms, effortlessly overcoming character limitations, and manage diverse campaigns all in one placeExperience unparalleled flexibility in crafting unique messages for each social network with a simple toggleCovered in this Article: What is the "Customize for Each Post" Feature? Usage Cases: How to use this feature? Character Limits of Various Social Media Channels FAQs Q: What if my content exceeds the character limit for a specific platform? What is the "Customize for Each Post" Feature? The "Customize for Each Post" feature is an innovative tool that allows marketers, businesses, and individuals to create and manage tailored content for different social media channels, all within one interfaceHere's a thorough understanding of what the feature entails: Multi-Platform Compatibility: This feature enables users to select multiple social media platforms (such as Facebook, Twitter, LinkedIn, etc.) and customize the content according to the specific character limitations and requirements of each platformContent Customization: Recognizing the disparities in character limits among various social media channels, this feature allows for individualized content craftingWhether you want a short message for Twitter or an extended post for Facebook, you can create both within the same interfaceToggle Switch: A simple toggle switch allows users to switch between customized content for different channels and standardized content that applies across all selected platformsThis ensures flexibility in content creation and deliveryAI Integration: The integration with Content AI means users can leverage artificial intelligence to generate content up to 900 words, adapting it to different content sizes (small, medium, and large) based on the type of social media being usedScheduling Capability: Not only can you create customized posts, but you can also schedule them for a later time, automating your social media management processCost-Effective and Time-Efficient: This feature minimizes the effort needed to create separate posts for different platforms, saving time and resources and ensuring a cohesive yet customized marketing approachUsage Cases: Tailoring Product Launch Announcements: Usage Case: A tech company launching a new gadget wants to share the news across various social media platforms but recognizes the need to adapt the content according to each platform's character limitations and audience preferencesExample: For Twitter, they might create a concise 280-character teaser with a link to the full details, whereas on Facebook and LinkedIn, they can provide a more detailed 5,000-character post with specifications and introductory offersManaging Multi-Platform Promotions: Usage Case: A retail business running a sale wants to promote it differently across channels to cater to the diverse customer baseExample: On Instagram, they might focus on visually appealing images with 2,200 characters of engaging storytelling, while on GMB, they would include a 1,500-character post emphasizing location-based offers and in-store experienceCrisis Communication and Public Relations: Usage Case: A company facing public criticism must address the situation across multiple channels, considering each platform's unique demographics and character limitsExample: They could use LinkedIn for a detailed 3,000-character official statement, Twitter for quick updates and engagement, and Facebook for community support and feedbackContent Repurposing for Engagement and SEO: Usage Case: A digital marketing agency looking to repurpose blog content across social media to drive engagement and improve search engine optimization (SEO)Example: They could use the "Customize for Each Post" feature to create channel-specific posts, summarizing the blog on LinkedIn with a professional tone, crafting an engaging teaser on Twitter, and a visual infographic post on InstagramLocalized Marketing Campaigns: Usage Case: A multinational brand wants to run a marketing campaign that resonates with local audiences across different regionsExample: They could create Facebook posts tailored to different geographic locations' cultural nuances and language preferences, using the character limit to their advantage to craft compelling local narrativesEvent Promotion Across Channels: Usage Case: An event management company promoting a global conference across various social media platformsExample: On LinkedIn, they might provide detailed information about speakers and sessions within 3,000 characters, while on Twitter, they would share timely updates and engage with attendees, and on GMB, focus on location-based promotionInfluencer Collaboration and Brand Partnerships: Usage Case: A beauty brand collaborating with influencers wants to create co-branded content across multiple channelsExample: They could use Instagram to showcase video tutorials within 2,200 characters, LinkedIn for behind-the-scenes company insights, and Twitter for quick shoutouts and engagement with fansHow to use this feature? Navigate to the Marketing Section: Select the "Marketing" tab from the sidebar menuClick on the "Social Planner" optionClick on New Post: Click on the "Create New Post" buttonChoose to Customize for Each Channel: To get the customization option to appear, you need to select multiple social media channels, such as Facebook, Instagram, Twitter, LinkedIn, GMB (Google My Business), etcOnce you've selected the social media channels you want to post on, you'll see an option to "toggle on" the customization for each channelBy toggling this on, you can create unique content for each platform, considering their individual character limitationsCraft Your Custom Content: Write your content for each channel, making sure to adhere to the specific character limits for each platform (e.g., 5,000 for Facebook, 280 for Twitter, 1,500 for GMB, etc.)Character Limits of Various Social Media Channels Here's a table that indicates the character limits for different social media channels, an essential factor in using the "Customize for Each Post" feature: ChannelCharacter limit Facebook pages & groups 5,000 Instagram profiles 2,200 Twitter profiles 280 LinkedIn pages & profiles 3,000 GMB (Google My Business) 1,500 You can view and edit the content for different channels separately, ensuring that each post aligns with the platform's character limit and audience preferencesAdd Media (Optional): You can add images, videos, or other multimedia elements to enhance your post if applicableLeverage Content AI (Optional): If you want to utilize AI for content creation, you can do so at this stage to generate new words or adapt the content size based on the type of social mediaSchedule or Post Immediately: Once you've crafted the content for each channel, you can post it immediately or schedule it laterConfirm and review all details to ensure accuracy and consistency across platformsPlease Note: If you turn off the customization toggle, the active social content will apply to all the social channels selected, and there will be a warning that customized content will be lostBy following these steps, you can utilize the "Customize for Each Post" feature to create personalized and platform-specific content for different social media channels, maximizing your reach and engagementIt's an efficient way to manage diverse campaigns and tailor messages to resonate with each platform's unique audienceFAQs Q: What if my content exceeds the character limit for a specific platform? A: You will need to modify the content to fit within the character limit for each platformThe feature typically provides warnings or indicators if content exceeds the allowed character count </s>
<s>[INST] Reputation Management - Customizing & Displaying the Review Widget [/INST] The review widget is a great way to get feedback from your customers. It’s also a good way to show off your product and services with glaring reviews. In this article, we will walk through how you can customize and embed the review widget. Covered in this article: What You Need To Know Before Customizing The Review Widget How to customize and embed the review widget on a funnel/website How to embed the review widget on 3rd party platform Troubleshooting Review Widget - When clicking on the 'Powered By' the like opens a page with an error code 'Bad Request.' What You Need To Know Before Customizing The Review Widget The review widget can be used on 3rd party platforms by embedding the code provided You can display your Facebook and Google reviews using the 'Review Widget Element' within funnels and websites (referenced in the video below at 1:30 secs) Reviews will show up under the reputation tab - Reputation - Breaking Down the Reviews Tab How to customize and embed the review widget on a funnel/website How to embed the review widget on 3rd party platform Head into the Sub-Accounts settings > Reputation Management > Scroll down and click on the 'Copy Code' button > Paste Code on a third-party platform Related articles: How to Dispute a Google Review and Check on the Dispute Status How to Send Review Requests Reputation - Breaking Down the Reviews Tab Troubleshooting Review Widget - When clicking on the 'Powered By' the like opens a page with an error code 'Bad Request' </s>
<s>[INST] Email Sending Guide: Email Best Practices & Email Warm Up [/INST] Introduction This guide is designed to give HighLevel Users everything they need to know to avoid the SPAM folder and land their emails into the InboxBelow you will find a detailed guide on how to get sending emails in HighLevelCaution: Ignoring this guide can result in emails going to SPAMWe want your emails to arrive in the inbox and not in the SPAM folderPlease learn and apply this guide to your Email Sending PracticesWho is this guide for? While this guide is for anyone sending emails in HighLevel..It is specifically designed for those utilizing LC Email and LC Email Dedicated Domain FeaturesThose utilizing a Custom SMTP Provider that is not LC Email will need to consult their providerOur team will be limited on how much we can assist in some of the email compliance and best practices as they are not managed by usLearn more about the difference between LC Email and Custom SMTP Providers hereNow that we know who this is for, let's hop into our guide together as we review Email Best Practices and Email Sending Recommendations belowWe can't wait to see how this helps you grow your business! TABLE OF CONTENTS Introduction Who is this guide for? Email Best Practices 1Set Up a Dedicated Email Sending Domain 2Set Up a Dedicated Sending IP Address 3Enable Email Validation 4Enable “Mark Email Invalid from Hard Bounce.” 5Add Your DMARC Record 6Use the Proper “From Email” 7Add Unsubscribe Links 8Use Double Opt-In 9Stop Sending to Unengaged Emails 10Send Regularly… Just Not Too Regularly Email Warm Up Email Sending Recommendations Pro Tips for Sending Your First Warm-Up Emails Email Tools Test the Spammyness of Your Emails Review Your “Email Health Report” Advanced: Use Postmaster Tools to monitor outgoing email Troubleshooting FAQs What about Cold Email Outreach? What if I already have a Dedication Email Sending Domain and my Emails are going to SPAM? Should I Share the Same Dedicated Sending Domain Across Multiple Sub-Accounts or My Entire Agency? What is Email Warm Up? What is Email Deliverability? What is Domain Reputation? How Long Until a Domain is Warmed Up? What happens if I want to send more than the recommended amount? What are the Differences Between LC Email and a Custom SMTP Provider? What is a Dedicated Domain? How to Send Emails in Drip Mode? (Hourly and Daily Sending) What is an Email Bounce? Additional Resources and Sources for this Guide Email Best Practices Now that your new sending domain is set up, it is critical for you to set yourself up for a successful landing into people’s inboxes and NOT their spam folderBefore you get started sending, ensure you have set up and followed these necessary best practices1Set Up a Dedicated Email Sending Domain What is it? You Sending Domain, is how the internet routes emailsIt Rather than sharing the domain provided for all users, a dedicated email domain is a single private domain you use to send and receive emailsWithin HighLevel, when you are using LC Email - you have the ability to create your own dedicated domainIf you are using a non-LC Email (or SMTP Provider) you will not have this ability in-appWhy it matters? Not having a Dedicated Email Sending Domain often results in your emails going into SPAM despite practices good emailingWhen you set up a Dedicated Email Sending Domain, you can gain full control of your reputation and email deliverabilityThis means you can work your way into all emails going into the inbox while avoiding that SPAM folderHow to Set it Up? If you haven't already, it is highly recommended to have your own Dedicated Domain for sending emailsTo set up your Dedicated Email Sending Domain, check out this step-by-step guideWhat if I already have a Dedicated Email Sending Domain and my Emails are going to SPAM? If this describes you, please click here to learn more2Set Up a Dedicated Sending IP Address What is it? 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 behavior 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's reputation and deliverability tied to that IPLearn more here: What is a Dedicated Sending IP Address? Why it Matters? If you have an LC Email Dedicated Sending Domain (see point 1 above), you share the same Sending IP Address with all of HighLevelMailbox providers give a reputation to IP addresses, so this could negatively impact your sending, especially at high volumeA dedicated sending IP address helps you control more of your email-sending health to build your own IP reputationThis becomes more important when sending high-volume, especially 200k emails or moreHow to Set it Up? While everyone can benefit from a Dedicated Sending IP, businesses sending more than 200,000 emails a week will benefit the most from this serviceTo set up and learn more about Dedicated Sending IP Address, check out this guideWhat are the Costs? $59 per month per IPThe amount is billed to the Agency Billing Card on fileThe agency can set up rebilling to cover this cost by rebilling the client this amountLearn more about the pricing hereAdditional Resources: Reserve DNS (rDNS) Set Up, Fixing "Reverse DNS does not match SMTP Banner" 3Enable Email Validation What is it? Email Validation will check if the email you are sending is valid or notSending to an invalid email can negatively impact your email deliverabilityWhy it matters? If you send emails that do not exist or are not valid, it harms your domain reputation leading to poor email deliverabilityMeaning emails will go to spam or not be accepted into the mailbox at allHow to enable it? We’ve actually made it as easy as possible to validate your emails, it is a setting in your Sub-Accounts SettingsEnabling Email Verification for the Sub-Account Sub-Account View > Business Profile > Scroll to the “Verify Email Address when the first email is sent to a new contact” > check boxEmail Validation every 90 days Agency View > Sub-accounts > Click on the sub-account name > Scroll down to “Enable Re-validation for 90 days”Learn more here: How to enable and rebill LC Email ValidationWhat are the Costs? We charge $2.5 for 1000 Email Validations for all the plans at a lower cost than most major providers compared to $12/1000 with MailGun, which is 79% CheaperSee How to enable and rebill LC Email Validation4Enable “Mark Email Invalid from Hard Bounce.” What is it? An email bounce occurs when an email is not delivered or rejected by the recipient's email providerThere are two types of bouncesA hard bounce occurs when an email address does not existA soft bounce is a temporary failure, and some more reasons, like the recipient servers being down or the mailbox being fullWhy it matters? Too many bounced emails will harm your domain reputation leading to emails going to SPAMThis is why marking hard-bounced emails as invalid is important to enableHow to enable it? You can choose to mark emails as invalid if they bounce from within the Sub-Account SettingsEnabling Email Verification for the Sub-Account Sub-Account View > Business Profile > Scroll to the “Mark Emails as invalid due to Hard Bounce” > check boxLearn more here: What is email Bounce Suspension, and how to avoid it 5Add Your DMARC Record What is it? A DMARC Record provides instructions to receiving servers about how to handle incoming mailIn order to get delivered, messages need to pass DKIM and SPF alignment checks according to the requirements set by the DMARC policyMessages that do not pass DMARC checks can be rejected, reported back to the domain owner, or placed in the spam folderWhy Add it? Not having a DMARC Record can negatively impact your domain reputation and email deliverabilityOften, mailbox providers count it against you when DMARC Records are not set up properly - resulting in emails going to SPAMHow to Add it? To add a DMARC record, you must log into your DNS provider and add the following TXT record belowAdd a TXT Record in your DNS Setting for your DMARC policy without the "" Type: “TXT” Name: “_dmarc” Content: “v=DMARC1; p=reject" To confirm your DMARC Record is applied correctly, you can use this DMARC CheckerAdditional Resources for DMARC: Email Authentication - DMARC Add your DMARC Record DMARC Reports 6Use the Proper “From Email” What is it? The “From Email” is the email a recipient will see when receiving an emailFor example, your Sending Domain might be “mail.gohighlevel.com” however, you can send your From Email as “test@gohighlevel.com.” or as “test@mail.gohighlevel.com.” Why it matters? Using a “from email” that does not match the primary domain you are sending from can result in poor email deliverabilityHow to Set It Up? Whenever you are sending from HighLevel, be sure your “From Email” has your primary domain in the “From Email.” So if you set up replies.yourcompany.com, you can send from sender_name@company.comFor example, if I have a sending domain of “mail.gohighlevel.com” – My From Email needs to have “gohighlevel.com” in the email address, such as “highly-test@gohighlevel.com”Any other record will result in poor email deliverabilitySee more information here: Masking Sender Emails - From Name & Address 7Add Unsubscribe Links What is it? An unsubscribe link allows your users to “unsubscribe” from receiving emails from you in the futureWhy it Matters? Not having an unsubscribe link will severely harm your email deliverability ratesHow to Set It Up? We make it as easy as possible to add an unsubscribe link all of your emailsWithin the email builder, our “Footer” ElementBe sure to use this or edit and create your ownYou have two options, you can use the default unsubscribe link we’ve automatically set up for you or you can create your own! Default Unsubscribe Link Set Up If you are using LC Email, it’s quick and easy to use our default unsubscribe linksThis will not work for non-LC EmailsRefer to the next point for non-LC Email usersCustom Unsubscribe Link Set Up Make the best possible unsubscribe link and process, giving you full control, get started here with this Custom Unsubscribe Link Set Up Help Doc above8Use Double Opt-In What is it? A Double Opt-In is when you ask subscribers to opt-in twiceFor example, they fill out a form and then “verify” their email address by clicking a link to “Verify” their emailOnly after someone has double opted-in will you start sending them emailsThis is in contrast to a single opt-in which will start sending emails to recipients right after the first opt-inWhy it Matters? Double opt-ins are highly beneficial to your domain reputation and email deliverabilityThis is because users have double opt-in to receive emails from youThink about it… the act of a recipient receiving their first email from you, then opening, and clicking on a link within this email looks really good for your domainIn addition, it ensures your list knows and wants to receive emails from youWhich is invaluable when list buildingHow to Set It Up? To set up a Double Opt-In Email Flow, we must do some quick building in HighLevelSee the how to build a Double Opt-In Flow here: How To Build A Double Opt-In Flow9Stop Sending to Unengaged Emails What is it? As simple as it sounds… When sending to your email list, do not send to unengaged emailsMeaning if they do not take the action to open or perform the next step in your campaign stop sending to themWhy does it matter? When you send to a more engaged group of people, your emails go into the inbox more oftenWhereas fewer open or links clicked (engagement) will result in emails going to spamHow do I do this? If you have been sending to the same person who has taken no action for weeks, send to them less frequently or not at allWhile it hurts to trim the list, it’ll hurt more to ruin your email deliverability due to unengaged recipientsIt just isn’t worth it and there are no hard feelings for users not wanting to engage with youFocus your efforts on those that ARE engaging with youIt is better to stop sending to an unengaged recipient than it is to have them "unsubscribe" or "mark as SPAM." 10Send Regularly… Just Not Too Regularly What is it? Another large factor in your sending domain's reputation is how often you send emailsIf you only send out an email blast to your list once a month or once every couple of weeks - it can negatively impact your reputationIn contrast, if you send it every day or multiple times a day, it is just as badEspecially if in the past you didn’t send it like thisWhy does it matter? Thus, it is important to consider how often you sendWhen someone has opted in and is engaging (opening emails, clicking on links in those emails), then you can send a bit moreBut after they are not engaged, slow it down to weeklyAnd as covered above, if users are unengaged, stop sending them all togetherHow often you send and how engaged your recipients are can play a huge role in ensuring emails arrive in the inboxHow do I do this? There are many opinions out there on how often to send and when to sendIn general, we've found success in only sending to opt-in (preferably double opt-in) recipientsAfter they have signed up we send them about an email a day for the first 5 days, then we slow down to a couple a weekThis is until they take the action we wantIf they take no action after 20 days, we only send weekly emails until we have another planned promotionOur Recommendations: If someone has opted in (preferably a Double Opt-In) you can send to them daily for a brief time to convert them… If after a week or two of no engagement, slow the sending down to them to a weekly cadenceIf they are not engaged for a longer time, say two months of weekly emails, stop sending them all togetherYou can send out special promotions or offers as you have them Just consider how often this is and keep them shorterIt's important to send fewer than to oversendIn addition, it's important to stop sending to unengaged recipients, remember the above..It is better to stop sending to an unengaged recipient than it is to have them "unsubscribe" or "mark as SPAM." Email Warm Up Mailbox providers will often SPAM emails from new dedicated email domainsThis makes sense because anyone can make a new sending domain (like a spammer for example) and get sendingUtilizing the Email Best Practices above and the Email Sending Recommendations below will greatly improve your chances of landing in the inbox and converting those leads! Email Sending Recommendations When sending your first emails to warm up your domain, you should only send to emails that have opted-inFurther, you need to follow the “Email Sending Recommendations” below to ensure you aren’t sending too many emails within a single day or hourWhat this reveals is how many emails you can send within a single day or a single hourSo for the first emails I send, I should send no more than 100 per hour and 1,000 in that dayWhen I go to send my next emails, I move into stage twoIn stage two, I can now send 300 per hour with a total of 2,500 emails in a dayIt’s important to remember the stage isn’t just how long you’ve had the domain, it is the current stage or time in which you go to send emailsLearn How to Send Emails in Drip Mode? (Daily and Hourly Sending) Pro Tips for Sending Your First Warm-Up Emails Follow the Email Best Practices above Follow the Email Sending Recommendations above Send fewer emails per day or hour if you can at the beginning Send to only opted-in emails with higher chances of engagement Cold emailing, or emailing to people who haven’t opted-in, needs to go through a list-cleaning processIt is not recommended to do cold emailing during the early processes of warm-upCold emailing tends to result in poor email deliverabilityLearn more about Cold Emailing belowKeep the content of your emails short and to the point Add an appropriate image if you canDo not use a Public Link Shortener like bit.ly or tiny.url Email Tools Are you wanting to test, track, or monitor your email domain? Below you will find a number of powerful tools for troubleshooting and monitoring your email sending and healthTest the Spammyness of Your Emails The content of your email can impact it’s deliverabilityFor example, too much text or using a URL shortener can greatly impact how mailbox providers rate your emailsIf an email seems to “SPAM”-like, the mailbox provider will SPAM the emailDid you know you can see how “spammy” your emails are by utilizing this free tool… https://www.mail-tester.com/ Copy the email provided Create a new contact in HighLevel with this new email address you copied Send your email to this new contact email address Navigate back to Mail-Tester and click “Then check my score” Review the score and make adjustments If you are worried or seeing emails go to SPAM this can be a helpful tool in seeing if your content is to blameMake adjustments based on the feedback you receiveReview Your “Email Health Report” To quickly check for errors in your domain, such as if it is blacklisted, missing a DMARC, etc, you can paste your sending domain into this “Email Health Report,” see https://mxtoolbox.com/emailhealthThis will show any number of potential issues with your domainA great place to begin with troubleshooting or checking your domain reputationAdvanced: Use Postmaster Tools to monitor outgoing email Utilizing the information of every Google mailbox user you send to from your domain… the Google Postmaster tool will monitor and return valuable information on how your ongoing emails are doingComplete with: Spam rate IP Reputation Domain Reputation Feedback Loop Authentication Encryption Delivery errors This information is invaluable when trying to see what is impacting your sending email deliverabilityJust use the tool to add a record to your sending domain to see how you are doing today! Please note: it can take up to two days or more for Google to get the data for some of your reportsRefresh your page and clear the cache or use an incognito window to ensure it is not a caching issueSee more information on how to use the Google Postmaster Tool hereTroubleshooting Remember there are many reasons why emails can go to spamFor example, did you know using URL shorteners results in a much higher chance of going to SPAM? Email sending can be a complicated processWhich is why following the guide was createdAs you review why emails are going to spam, you can follow this guide above as well as review the questions belowIn the event of your emails going to SPAM, it’s best to check the following: Check how long you have been sending emails? Remember, it can take up to 4 weeks for a domain to be warmed upIf it is less than four weeks, stay focused on the Email Best Practices & Email Sending Recommendations noted aboveIn addition, use our “Email Tools” section above to monitor and improve your email sendingCheck Your MX Records Confirm your MX records are installed correctlySee the Review Your “Email Health Report” section aboveEnsure Your DMARC is Set Up Confirm your DMARC records are installed correctlySee the Add Your DMARC Record section aboveReach out to Support If after confirming the top three steps (and the content above), you still need assistance - reach out to Support for further assistanceFAQs What about Cold Email Outreach? Cold emailing is sending to a list of emails that you purchased or received without the recipient having opt-in to receive messages from youIt is not recommended to send emails to those who have not opted-inThis is especially true when warming up a new Dedicated Sending domainIf you choose to cold email in HighLevel, we have included a number of pro tips and even some additional third-party services you can try in combination with HighLevelCold Email Outreach Pro Tips: Follow the Best Email Practices above… Especially..Ensure Email Validation is enabled Ensure “Mark Email Invalid from Hard Bounce” is enabled Follow Email Sending Recommendations Send Low Volume When you go to send your cold emails, drip them out slower than you thinkOnly send cold emails after your domain is warmed upFor example, if possible, send cold emails only after Don’t send cold emails using your primary sending domain It is encouraged to not use your primary sending domain for cold email outreach as it could ruin all of your other emailsCreating a separate Sub-Account and Dedicated Domain is encouraged to ensure you protect your primary domainAlso, check out the Cold Emailing Masterclass by HighLevelThird-Party Cold Email Services Some clients have found success using third-party cold email toolsThen, after they are confirmed engaged leads on these third-party tools, they bring them into HighLevel (such as an API call or by a .CSV Upload)This way their main sending domain in HighLevel is protected while their 3rd party tool works the cold emails in the best way possiblePlease note: the following thrist-party cold email links are unaffiliated with usWe have heard many of our client's suggesting them, however, they are not affiliated with usWe do not support these tools in-app and our team may have little knowledge on themWe simply hope these links help get you another step closer to your goalshtts://instantly.ai https://smartlead.ai What if I already have a Dedication Email Sending Domain and my Emails are going to SPAM? If you are just sending your first emails with your new domain, it is normal for them to go to SPAM at firstFollow the steps in this guide and it will improveIf you have had your Dedicated Domain for a while and/or you have already sent hundreds or thousands of emailsIt is generally best to create a new dedicated sending domain rather than attempting to fix your current oneMaking a new sending domain is easy, you just need to add a new Sub-Domain - no need to purchase an entirely new domainAfter creating your new one, follow these steps in detailShould I Share the Same Dedicated Sending Domain Across Multiple Sub-Accounts or My Entire Agency? No, it is not recommended to share a sending domain across multiple Sub-AccountsWhen you share your sending domain, the differences in content and per Sub-Account usage can harm your sendingIt’s best to have a unique sending domain per sub-accountIn addition, it is actually better to split up your sending when sending one-to-one, via bulk actions/workflows, and for notificationsThis will give you further control and assistance in isolating issues and maintaining healthy email deliverabilityWhat is Email Warm Up? We will first need to “Warm Up” your email domainAs this is a NEW Dedicated Sending Domain, it does not have any reputation - good or badHowever, mailbox providers will often SPAM emails from new domainsThis makes sense because anyone can make a new sending domain (like a spammer for example) and get sendingWhat is Email Deliverability? In short, “Email Deliverability” refers to how well your emails are placed in the inbox (not the spam or promotions or another place)For simplicity, you can think of email deliverability as your ability to send an email and have it arrive in the Inbox and not SPAMEmail deliverability is super complex, consisting of dozens of unique factorsThe most common ones are Sender Reputation, Subscriber Engagement, List Health, Consistency, and even your email content… When a mailbox receives an email, it considers all of these factors when choosing where to place the inbound emailLearn more about Email Deliverability here: An Introduction To Email Deliverability & What is Email Deliverability? - A Guest-Tutorial From Krystin Ruschman of Email-2-InboxWhat is Domain Reputation? Domain reputation is the rating or score given to your domainThe internet and mailbox providers rate your domain, giving it a reputation or trust score that helps determine if they should accept emails from your sending domain into the mailbox as well as if to place it in spam or promotionsDomain Reputation, just like Email Deliverability, is complexWhat is important is that both will determine how successful you are at landing outgoing emails into an Inbox and NOT into the SPAM folderPoor Domain Reputation = Poor Email Deliverability That’s why we’ve outlined your Email Best Practices, Warm Up Sending Recommendations, and some FAQs below to help make this complex process - as clear as possibleHow Long Until a Domain is Warmed Up? It can take up to four weeks for your domain to be fully warmed up with no emails coming into spamEnsure you confirm you are practicing all of the Email Best Practices above and check out our “Email Tools” section above for ways to troubleshoot, monitor, and improve your email deliverabilityWhat happens if I want to send more than the recommended amount? If you skip or do not follow the Email Best Practices or Bulk Email Sending RecommendationsYour email deliverability and domain reputation will likely decrease, resulting in emails going to SPAMIn later stages, you will be blacklisted and emails will not even be accepted by mailbox providersWhat are the Differences Between LC Email and a Custom SMTP Provider? It is important to note the difference between LC Email and Custom SMTP ProviderLC Email is short for LeadConnector Email, which is the email service HighLevel has created for youWhile using LC Email, you can create your own custom domain on LC email, giving you great control over email deliverabilityThis is in contrast to Custom SMTP Provider Users, who have decided to use their own custom email settings and not HighLevel'sThis option limits how much HighLevel can assist in email deliverability as the advanced settings are now managed fully by the user's custom email settingsWhile our team will try to assist as best we can, many of the advanced settings listed below will not be available to you as you will need to consult your Cusotm SMTP Provider and set up these settings yourselfIt is recommended to use our LC Email Service as we have taken a number of proactive steps toward sending emails in HighLevel easier and more effectivelyYou will notice features and settings that are only available on LC EmailWhat is a Dedicated Domain? When you sign up for LC Email, you gain access to our generic domain to send emails from todayHowever, this is shared by all of our users and is not the best in email deliverabilityWhen you think about it, this makes sense, as all of our users share this domainWith a dedicated domain, you can have greater control over your email deliverabilityHow to Send Emails in Drip Mode? (Hourly and Daily Sending) When sending your emails, it is always wise to use “drop mode” to send your emails out over a period of time, rather than all at onceTo do so, you can follow the instructions in this article to learn how to perform a “Bulk Action” in HighLevelIn short, a Bulk action will give you the option to perform a task (like sending an email) over a period of timeThis works for Workflows as wellSee Bulk Actions for Contacts & SmartlistsWhat is an Email Bounce? An email bounce occurs when an email is not delivered or rejected by the recipient's email providerThere are two types of bouncesA hard bounce occurs when an email address does not existA soft bounce is a temporary failure, and some more reasons, like the recipient servers being down or the mailbox being fullLearn more here: What is email Bounce Suspension, and how to avoid it Additional Resources and Sources for this Guide Prevent mail to Gmail users from being blocked or sent to spam Domain warm-up and reputation: Stretch before you send How to ramp and warm your sending infrastructure </s>
<s>[INST] How to Use the Instagram Story Post Composer in Social Planner [/INST] Harness the power of the Instagram Story Post Composer in Social PlannerThis integrated tool allows you to design and schedule your Instagram stories expertlyUse it to manage your digital marketing, drive engagement, and promote your brand seamlessly and efficientlyCovered in this Article What is the Instagram Story Post Composer? What are some practical usage cases for this feature? How to use this feature? Before you begin Create your Instagram Story FAQs Q1: Can I add text or stickers to my Instagram Stories through the Instagram Story Post Composer in Social Planner? Q2: Can I tag people or businesses in my stories through Social Planner? What is the Instagram Story Post Composer? The Instagram Story Post Composer is a robust feature embedded in the Social PlannerIts main function is to allow users to manage their Instagram stories in a way that efficiently fits into their overall digital marketing strategyThis feature caters specifically to Instagram Professional accounts, providing the ability to create and schedule content directly through Social PlannerWhether you're looking to post immediately or pre-plan your story posts, this tool offers the flexibility you needThe Post Composer supports media uploads, allowing you to incorporate up to 10 images or videos per storyThis means you can add depth to your narratives and engage your audience with diverse and dynamic contentBe mindful of the technical specifications: the maximum file size for images is 8 MB, and videos must be under 60 secondsMoreover, the Instagram Story Post Composer provides a useful 'draft' functionIf you're creating a story but need to pause your work, you can easily save it as a draft and return to it laterThis is especially useful for businesses managing their content pipeline and seeking to maintain a consistent posting scheduleWhat are some practical usage cases for this feature? Here are a few practical usage cases for the Instagram Story Post Composer in Social Planner: Product Launch: Suppose you're a clothing brand releasing a new lineYou can create a series of Instagram stories unveiling the designs, schedule them in the Post Composer, and ensure they are published in sync with your launch dateEvent Promotion: If you're hosting an event, you can design and schedule a series of stories counting down to the event, providing information about it, and creating excitement among your followersThis keeps your audience engaged and informed leading up to the eventContent Consistency: Regular posting is key to audience engagementIf you have a busy week coming up and won't have time to create content daily, you can use the Post Composer to plan and schedule your stories in advance, maintaining your usual posting frequencyTime Zone Management: If your audience is spread across different time zones, you can schedule your stories to be posted when your followers are most likely to be active, even in the middle of your nightFlash Sales: If you're running a time-sensitive promotion or flash sale, you can schedule stories announcing the start and end of the sale, ensuring your followers are aware of the limited time frameSaving Drafts: If you have an idea for a story but it's not fully formed, or it's not the right time to post it, you can save it as a draft in the Post ComposerThis way, you won't forget your idea and can return to finish it when readyHow to use this feature? Before you begin Make sure you’ve already done the following: Added an Instagram Professional account [Publishing story to personal and creator account is not supported] Uploading the images and videos to the Media LibraryCreate your Instagram Story 01 Click "Marketing" Go to the Marketing section02 Go to Social Planner Access the Social Planner03 Click "New Post" Create a new post04 Click "Create New Post" Click on the "Create New Post" button05 Under Post to, Click "Select a social account" Choose a social account06 Mark your Instagram Professional Account(s) Please Note: If you select other social accounts, the story will not be visibleYou must select one or multiple Instagram Professional accounts to publish to Instagram07 Under Content Type, Click "story" Choose the "story" option08 Click on Upload image or video to add your media Select Upload media to attach up to 10 images or videos to your storyPlease Note: Adding Captions or text to your Content is not supported for Instagram Story through third-party APIThe maximum image file size is 8 MB, and the maximum video length is 60 seconds09 Click on the arrow next to Post to choose when you want to post or send the post for approvalSchedule the post10 You can click on Save for Later to save your post as a draft for later Click on the designated areaFAQs Q1: Can I add text or stickers to my Instagram Stories through the Instagram Story Post Composer in Social Planner? A1: Text and stickers can't be added to Instagram stories through third-party APIs like Social PlannerYou would need to add these elements directly to the Instagram appQ2: Can I tag people or businesses in my stories through Social Planner? A2: Tagging people or businesses in Instagram stories through third-party tools is impossibleThis feature is generally limited to the Instagram app itselfHowever, Instagram's policies and features may change, so we recommend checking Instagram's official API documentation (https://developers.facebook.com/docs/instagram/sharing-to-stories) or contacting our support team for the most recent information </s>
<s>[INST] Creating Sub-Accounts using Zapier [/INST] Zapier Setup Guide - Developer Integration To create new subaccounts via Public API please make sure you're currently subscribed to the ProPlanFor more information and links to our API documentation, visit our developer's website: https://developers.gohighlevel.com/ Important Notes Before Proceeding Further: If you would like to automate account creation within HighLevel (without Zapier) please check out the GHL SaaS Guide (Pro Plan Required) The Zapier LeadConnector integration action "add Account" was deprecated 21st Feb2022The steps in this article are for Advanced Integration and for informational purposes onlyWhile our support team does not currently service or support either our API or Custom Zapier Integrations due to their complexities, we have many tools and groups to help you get started and connected! For assistance with APIs only, you can join our Developer Council Slack Community here: https://www.gohighlevel.com/dev-slack We also hold a Developer Council Zoom Call once a month (second to last Friday) which you can find on the Events calendar here: https://www.gohighlevel.com/events For more information and links to our API documentation, visit our developer's website: https://developers.gohighlevel.com/ In order to use this article, Zapier webhooks are required which are not included in their free planPlease sign up for a paid plan before proceeding furtherTABLE OF CONTENTS 1Head into your agency settings and grab your Agency API Key 2Once you have copied the Agency API Key, log into Zapier and create a new Zap 3Lets jump back into Zapier and create the location zap 4Hit Continue and run your test 5Last step is to create a user, password and add them to the new location 6Hit Continue and run your test Troubleshooting Q1) When creating a user I do not receive a password, location or agency API in the Post results? Q2) My webhook is not firing from the workflow 1Head into your agency settings and grab your Agency API Key Step 1.1: To create a new location under your agency you will need to use Agency API KeysTo find your API Keys please head into your Agency View -> Settings -> API Keys -> Click to copy API key Step 1.2: Save this API Key for later, or come back to this step at the two points in this article when prompted to put this into use! We want to ensure you have an Agency API Key on hand before taking the time to build out the rest of your integration Please note: If you do not see the API key please create a new key by clicking on the "+ Create New" button (orange arrow) 2Once you have copied the Agency API Key, log into Zapier and create a new Zap Step 2.1: The first step in your zap will be the action/ event that will trigger Zapier to create the account in HighLevelThis action/event can be a LeadConnector action like; pipeline change, add/ update opportunity etc(see all internal actions here) or we can use Zapier's "capture webhook" action and a workflow to create a new subaccountFor the example below we will be using Zapier's "Capture webhook" action Please copy your webhook URL and proceed to next step (2.2) belowPlease Note: To use Zapier webhooks (premium) please sign up for a paid planStep 2.2: Next, let's set up a NEW workflow in HighLevel that will execute the Zapier webhook that we just createdThe first step in our workflow is an order form called "Account Creation Form"Next, click on the + and search and select "webhook" action (see image below)Once you have setup your form and webhook, please test the webhook before proceeding to the next stepTo test your webhook please submit the form at least once with some dummy contact dataPlease Note: If you do not submit the form at least once, Zapier will not have the data it requires for the next step which is creating a new location 3Lets jump back into Zapier and create the location zap Step 3.1: Select webhooks again but this time choose "Custom Request" and Select "POST" as Action EventStep 3.2: Add the location creation endpoint URL: https://rest.gohighlevel.com/v1/locations Step 3.3: Leave Data Pass-Through Empty Step 3.4: Next let's map the "Data" with the contact info submitted in Step 2.2Please Note: - If you do not see any data for the "input fields" please head back to your workflow and submit the form at least once{ "businessName": "{{Insert__company_name}}", "address": "3500 Deer Creek Road", "city": "Palo Alto", "country": "US", "state": "CA", "postalCode": "94304", "website": "https://www.tesla.com", "timezone": "US/Central", "firstName": "{{Insert __first_name}}", "lastName": "{{Insert __last_name}}", "email": "{{Insert __email}}", "phone": "{{Insert __Phone}}", "settings": { "allowDuplicateContact": false, "allowDuplicateOpportunity": false, "allowFacebookNameMerge": false, "disableContactTimezone": false }, "snapshot": { "id": "NLCFWNuvs9DLwMsYku3H", "type": "vertical" }, "social": { "facebookUrl": "https://facebook.com/groups/XXX", "googlePlus": "https://groups.google.com/d/XXX", "linkedIn": "https://www.linkedin.com/groups/XXX/profile", "foursquare": "https://foursquare.com/groups/XXX", "twitter": "https://twitter.com/XXX", "yelp": "https://yelp.com/XXX", "instagram": "https://instagram.com/XXX", "youtube": "https://youtube.com/XXX", "pinterest": "https://pinterest.com/XXX", "blogRss": "https://rss.xyz.com", "googlePlaceId": "redfdfdere" } } Step 3.5: (Optional) Add Snapshot ID(s) to Payload If you want to automatically load one or more snapshots to the new accounts you will be creating through this integration, you will need to locate the Snapshot ID for each one to place it in the body of the above payloadWatch the video below for the easiest way to locate a Snapshot ID without using an API callWhen adding a snapshot please add your "Snapshot ID" and the "Type" as either: Own, Imported, Vertical What do the different snapshot "Types" mean? - Own: You created this Snapshot - Imported: Another Agencies Snapshot - Vertical: Native HighLevel Snapshots Step 3.6: Leave Basic Authorization Blank Step 3.7: Adding Authorization Headers You will need two Headers for your request to be successfully submittedAn Authorization Header which contains your API Key, and a Content Type Header which tells our API what format the data is being sent inFirst, add "Authorization" as your Header title, then type the word "Bearer" -> add one space then your Agency API key from the first step in the authorization boxHit the + button underneath and add a new header: "Content-Type", then "application/json" Please Note: When adding "Authorization" as your Header title, then type the word "Bearer" -> add one space then add your agency API key from the first step 4Hit Continue and run your test Check to see your "Post" results for your new location ID Location ID Note: Just like you did with Section 3.4, when mapping the Location ID to Step 5 of this Article (The User Creation portion) make sure that you do not copy and paste the Location ID highlighted in the screenshotAt this stage, you are simply reviewing to ensure a location was successfully created, and a Location ID in this place is proof of such without having to go into your HighLevel accountIf you copy and paste this Location ID into the next step rather than selecting it from the drop down similar to Section 3.4 Field Mapping, all subsequent User Creations that run through this in the future will be mapped to the Location ID that is pasted in rather than dynamically updating each time a new location is created5Last step is to create a user, password and add them to the new location Step 5.1: Select webhooks again, choosing "Custom Request" and Select "POST" as Action EventStep 5.2: Add the User Creation endpoint URL: https://rest.gohighlevel.com/v1/users/ Step 5.3: Leave Data Pass-Through Empty Step 5.4: Next let's map the User "Data" with the contact info submitted in Step 2.2Once you have mapped your input fields from the previous step, make sure to set your desired user permissionsPlease Note: Leave Password Field Blank to AUTO Generate a passwordOR Use 8 characters w/ special Symbols Location ID: Note how the Location ID looks in this screenshotIt has been properly mapped from the available list of variables from the previous step as opposed to being copied and pasted into this lineYou will look for the field titled 'ID' User Data Fields: (Click here to see the developer's docs) { "firstName": "Zapier", "lastName": "Test", "email": "test@testing.com", "password": "Qwerty123!@#", "type": "account", "role": "admin", "locationIds": [ "ABXfgmOjNw2FG2Y4UJPt" ], "permissions": { "campaignsEnabled": false, "campaignsReadOnly": false, "contactsEnabled": true, "workflowsEnabled": true, "triggersEnabled": false, "funnelsEnabled": false, "websitesEnabled": false, "opportunitiesEnabled": false, "dashboardStatsEnabled": true, "bulkRequestsEnabled": true, "appointmentsEnabled": true, "reviewsEnabled": true, "onlineListingsEnabled": true, "phoneCallEnabled": true, "conversationsEnabled": true, "assignedDataOnly": false, "adwordsReportingEnabled": false, "membershipEnabled": false, "facebookAdsReportingEnabled": false, "attributionsReportingEnabled": false, "settingsEnabled": true, "tagsEnabled": true, "leadValueEnabled": true, "marketingEnabled": true } } Step 5.5: Leave Basic Authorization Blank Step 5.6: Adding Authorization Headers You will need two Headers for your request to be successfully submittedAn Authorization Header which contains your API Key, and a Content-Type Header which tells our API what format the data is being sent inFirst, add "Authorization" as your Header title, then type the word "Bearer" -> add one space then your Agency API key from the first step in the authorization boxHit the + button underneath and add a new header: "Content-Type", then "application/json" Please Note: When adding "Authorization" as your Header title, then type the word "Bearer" -> add one space then add your agency API key from the first step 6Hit Continue and run your test That's it! You have just created a new location and added a user to it Troubleshooting When creating integrations with HighLevel, it is important to understand that you are working with our API regardless of the interfaceWhether you are using Zapier, Pabbly Connect, API Nation, Make (Formerly Integromat)or another plug-and-play integrator, these platforms are simply an easier way of utilizing our API to connect multiple platforms, in some cases without any coding experience whatsoeverIs something not working? Before doing anything else, pause here and review the following article: How to use Webhook.site to Troubleshoot my API-related Requests- Review the payload data with your developers and your issue will likely be resolved- In the event that your issue is still not resolved after reviewing the data and consulting with your development team, feel free to reply back to us with the requested information in the above-listed Webhook.site article and we can review the Webhook data and potentially tell you what is causing your errorThe above is the first step in having us review your integrationWithout the Webhook.site data, our developers will be unable to isolate the issue you are reporting Q1) When creating a user I do not receive a password, location or agency API in the Post results? The system will only generate one unique password per email/phone numberPlease make sure when testing that you are using unique data (email/Phone) every time Q2) My webhook is not firing from the workflow Please make sure the webhook is live/ published, then recreate the contact using NEW contact info (Unique email/phone)You can append +1 to the current email you were using Ex: myemail+1@gmail.com, myemail+2@gmail.com ectThis will also send any automation emails to the original email..more info Please Note: The steps in this article are for Advanced Integration and for informational purposes onlyWhile our support team does not currently service or support either our API or Custom Zapier Integrations due to their complexities, we have many tools and groups to help you get started and connected! For assistance with APIs only, you can join our Developer Council Slack Community here: https://www.gohighlevel.com/dev-slack We also hold a Developer Council Zoom Call once a month (second to last Friday) which you can find on the Events calendar here: https://www.gohighlevel.com/events For more information and links to our API documentation, visit our developer's website: https://developers.gohighlevel.com/ </s>
<s>[INST] How to Set Up Affiliate Program Webhooks to Run Automations (First Promoter) [/INST] In this article, we will cover how to set up webhooks for your affiliate links so that you can run automation off sales when someone signs up using your affiliate linkNOTE: This Article is for the HighLevel Affiliate Program, NOT Affiliate Manager Feature found in your sub-accountsAs an affiliate, you can enroll in any HighLevel PlanIf you want to track your referrals for HighLevel Starter Plan ($97/month) or HighLevel Agency Unlimited ($297/month) using webhooks, please contact the support teamRequest to set up your "HighLevel General Affiliate Campaign" webhooks, as shown in the video belowIf you want to track your referrals for HighLevel Agency Pro ($497/month) with webhooks, request to set up your "Supercharged SaaS Program" webhooks, which are the same as the ones shown in the video belowPlease follow the general process outlined belowAlso, inform the support team if you want the webhooks you submitted to apply to referrals for the Supercharged SaaS Program ($497/month)Mentioned Documentation: How to use the Inbound Webhook Workflow Premium Trigger? How to enable and rebill LC Premium Triggers & Actions for Workflows You can sign up for Postman for free by clicking on this link: Once you have setup and tested all 5 steps, add the corresponding Webhooks for each, then copy and paste this into a seperate doc to be shared with support (See example below)Example of what to send to support: I would like webhooks activated for my affiliate link: [Insert Affiliate Link] Step 1: lead_subscribed on – [Insert inbound Webhook URL] Step 2: lead_signup on – [Insert inbound Webhook URL] Step 3: lead_becomes_referral on – [Insert inbound Webhook URL] Step 4: reward_created on – [Insert inbound Webhook URL] Step 5: lead_cancelled on – [Insert inbound Webhook URL] ___ Webhook Sample Used in Postman: { "event": { "id": null, "type": "", "created_at": "" }, "data": { "id": null, "state": "", "email": "", "uid": null, "customer_since": null, "cancelled_at": null, "plan_name": null, "suspicion": "", "username": null, "website": null, "created_at": "", "split_promotion_id": null, "custom_fields": { "name": "", "company_name": "", "phone_number": "" }, "split_percentage_value": null, "promotion": { "id": null, "status": "", "ref_id": "", "promo_code": null, "customer_promo_code": null, "target_reached_at": null, "promoter_id": null, "campaign_id": null, "referral_link": "", "current_offer": null, "current_referral_reward": null, "current_promotion_reward": null, "current_target_reward": null, "campaign_name": "HighLevel Affiliate Program", "hidden": false, "visitors_count": null, "leads_count": null, "customers_count": null, "refunds_count": null, "cancellations_count": null, "sales_count": null, "sales_total": null, "refunds_total": null, "active_customers_count": null }, "promoter": { "id": null, "cust_id": "", "email": "", "created_at": "", "temp_password": "", "default_promotion_id": null, "pref": "", "default_ref_id": "", "note": null, "w8_form_url": null, "w9_form_url": null, "parent_promoter_id": null, "earnings_balance": { "cash": null }, "current_balance": { "cash": null }, "paid_balance": null, "auth_token": "", "profile": { "id": null, "first_name": "", "last_name": "", "website": "", "company_name": "", "phone_number": "", "address": "", "vat_id": "", "country": "US", "paypal_email": "", "avatar_url": "", "description": null, "social_accounts": { "twitter": { "url": "" }, "youtube": { "url": "" }, "facebook": { "url": "" }, "linkedin": { "url": "" }, "instagram": { "url": "" } } }, "promotions": [ { "id": null, "status": "offer_inactive", "ref_id": "", "promo_code": null, "customer_promo_code": null, "target_reached_at": null, "promoter_id": null, "campaign_id": null, "referral_link": "", "current_offer": null, "current_referral_reward": null, "current_promotion_reward": null, "current_target_reward": null, "campaign_name": "HighLevel Affiliate Program", "hidden": false, "visitors_count": null, "leads_count": null, "customers_count": null, "refunds_count": null, "cancellations_count": null, "sales_count": null, "sales_total": null, "refunds_total": null, "active_customers_count": null }, { "id": null, "status": "offer_inactive", "ref_id": "", "promo_code": null, "customer_promo_code": null, "target_reached_at": null, "promoter_id": null, "campaign_id": null, "referral_link": "", "current_offer": null, "current_referral_reward": null, "current_promotion_reward": null, "current_target_reward": null, "campaign_name": "Supercharged SaaS Program", "hidden": false, "visitors_count": 0, "leads_count": 0, "customers_count": 0, "refunds_count": 0, "cancellations_count": 0, "sales_count": 0, "sales_total": 0, "refunds_total": 0, "active_customers_count": 0 } ] } }} Step-by-step guide on setting up affiliate program webhooksThe Webhooks that we have on FirstPromoter are as follows: Lead Subscribed - Step one of the two-step sign-up form (if you want to nurture leads that have not signed up for a trial) Lead Signup - Step two of the two-step Sign up form (Nurture leads that started a trial) Lead Converted to Customer (they made their first payment) Reward Generated (Anytime they make a qualifying payment) Lead Canceled (lead or customer has no more active subscriptions on their account) 1Head into your Sub-account > Click on the Automation tab > Create New Workflow Proceed to create your first Workflow: "Step 1: lead_subscribed on." This will be the webhook that fires whenever someone fills out Step one of the two-step sign-up form (if you want to nurture leads that have not signed up for a trial) 2Create an inbound webhook trigger > Copy the inbound webhook URL string 3Open up Postman and follow the steps below: Use HTTP Request Method Select "Post" Paste the webhook URL (The one you copied from the workflow in the step above) Select "Body" then "Raw" & select "JSON" as the text file Copy the First Promoter Sample data given above into the Body (should be blue) Hit "Send" Please ensure that you receive a successful response, or kindly begin from the beginning4Return to your Workflow and hit the "fetch sample" button within the triggerGrab and select the sample, then proceed to map out the action fields: 5Map out the fields using the data from the inbound webhook Full name Email Phone 6Repeat this process four more times for the remaining webhooks Clone workflow Open and grab the webhook Head back into Postman Paste Code in Postman, and on the doc, you will be sent to support Hit "send" in Postman After success request, jump back into your workflow Hit "fetch samples" and select the new data Repeat until you have completed all 5 webhooks 7Open a new live chat with Highlevel Support and copy and paste the steps or scripts belowI would like webhooks activated for my affiliate link: [Insert Affiliate Link] My New Lead webhook is: Step 1: lead_subscribed on – [Insert inbound Webhook URL] Step 2: lead_signup on – [Insert inbound Webhook URL] Step 3: lead_becomes_referral on – [Insert inbound Webhook URL] Step 4: reward_created on – [Insert inbound Webhook URL] Step 5: lead_cancelled on – [Insert inbound Webhook URL] Note: For the Pro 497 PlanWebhooks can only be made for - Lead Converted to Customer (they made their first payment) - Reward Generated (Anytime they make a qualifying payment) - Lead Canceled (lead or customer has no more active subscriptions on their account) - For Lead sign-up and Lead Subscribed, you only need to create one webhook to catch all HighLevel Plans </s>
<s>[INST] Editing Opportunities [/INST] GoHighLevel offers robust tools for managing opportunities, enabling users to efficiently update information to keep pace with evolving sales processesIn this comprehensive guide, we'll explore the step-by-step process of editing opportunities in GoHighLevel, empowering you to streamline your sales workflowIn this Article Step 1: Accessing the Opportunities Section Step 2: Locating the Opportunity to Edit Step 3: Opening the Opportunity Details Page Step 4: Adding Notes and Attachments Step 5: Setting Tasks and Reminders Step 7: Managing Opportunity Status Step 1: Accessing the Opportunities Section Log in to your GoHighLevel accountNavigate to the "Opportunities" section from the sidebar menuStep 2: Locating the Opportunity to Edit Once you're in the Opportunities section, locate the opportunity you wish to editYou can use search filters or browse through the list of opportunities to find the specific one you need to updateClick on the name or title of the opportunity to open its details pageStep 3: Opening the Opportunity Details Page In the opportunity details page, you'll find fields containing information about the opportunityUpdate any relevant details such as the contact's name, contact information, opportunity value, and opportunity sourceYou can also modify pipeline stages, owners, tags, or any other custom fields associated with the opportunityStep 4: Adding Notes and Attachments If necessary, add new notes or additional information about the opportunity by clicking on the "Notes" option in the left sidebarAll notes added here will also reflect in the corresponding contact's notes alsoStep 5: Setting Tasks and Reminders If there are specific tasks or follow-up actions associated with the opportunity, set tasks and reminders as needed by opening it from the sidebarAssign tasks to yourself or team members, specifying due dates and priority levelsSimilarly, you can also add appointments in the same wayTasks and appointments added this way will also reflect on the contact's endStep 6: Managing Pipeline Stages Adjust the pipeline stage of the opportunity to reflect its current status in the sales processMove the opportunity through different stages as it progresses towards closure, updating its status accordinglyStep 7: Managing Opportunity Status Drag and drop the opportunity to any status as seen in the bottom to update it's statusPossible statuses for an opportunity are "Open", "Won", "Lost" and "Abandoned"Default status for a new opportunity is "Open"Marking an opportunity lost also allows you to add a lost reason for the sameOther Important Links Creating an opportunity Custom fields in opportunities Tracking changes in opportunities </s>
<s>[INST] How to check logs for a specific Call in Twilio [/INST] Twilio offers several tools for investigating the interaction between Twilio and your applicationIf a Call fails to go through, is delayed, or otherwise behaves unexpectedly, these tools should be your first stops for debuggingHow to navigate to the Call Logs and how to use them? You can view the error logs for your Twilio account by going to the Twilio ConsoleYou can use this log to get an idea of which Twilio resources may be affected and who was responsible for them1Log on to Twilio https://console.twilio.com/ 2Go to the top right -> Click Account -> Click Subaccounts 3If there are too many subaccounts inside Twilio, you can go back to HL and copy the Account SIN for that location to search in Twilio: 4Now go back to Twilio with the copied Account SID Search based on the Twilio Subaccount SID in agency level settings -> Twilio Paste the Account SID here and click on it: 5Click into the subaccount so you will see there's an orange text on the top left: Once you are in the subaccount inside Twilio: 6First, let's make sure the Twilio number is voice-capable: Click on Phone numbers: Check if it is showing the phone icon for the Twilio number: 7Head to the Left panel, Click Monitor > Logs > Calls Put the contact's phone number (remove all phone format) in the FROM / TO field: FROM field: Plug Contact's phone in the to field to check for incoming calls Paste the contact number who called your twilio number in the From field We can refer to the first record as that's when we route the call to the forwarding number TO field: Plug the Contact's phone in the TO field to check for outbound calls 8From there, look for the Call where the problem happenedClick the hyperlinked dates to go deeper into the details for each call8Grab this Call SID and Create a support ticket with Twilio support to learn further </s>
<s>[INST] Preview And Test Your Email Campaign/Templates [/INST] Recommendation: Test the Email Campaign/ Template Preview the Email Campaign/ Template Recommendation: Different email provider display your email differently according to their protocols. We recommend you preview and test your campaign content before you send it. Test the Email Campaign/ Template Go to Email > Campaign or Template Click the Campaign or Template which you would like to send for the test On the right-hand side corner beside the Save option, there is the three-dot icon. Click the icon. 4. There will be a dropdown of the test email. 5. In the test email, Add the emails of the sender, receipt, and email subject. Note: The unsubscribe link will not work for test emails Preview the Email Campaign/ Template 1. Go to Email > Campaign or Template 2. Click the Template which you would like to preview or in the list view, there is an action dropdown of the preview template. For Campaign, Click the action menu with the dropdown of Statistics will have the preview of Email. For Template - For Campaign - 3. Once the Campaign/Template edit, on the right-hand side corner beside the Save option, there is the three-dot icon. Click the icon. 4. There will be a dropdown of Preview option is available. </s>
<s>[INST] Getting Started with WordPress \| Client side setup guide [/INST] Covered in this Article Setting up a new WordPress Site 1To set up your WordPress site, you need to have purchased the WordPress hosting feature under the Sites tabOnce this has been done, you can get started by clicking the "+ Create WordPress" button 2Fill in the Site and User details 3Wait for 10-15 minutes till the installation is complete 4After the installation is complete, you will have access to the following: The WordPress Dashboard User Management Backup & Restore Advanced Settings Adding an Additional Domain FAQs Q1: I'm unable to add the same domain to my other subaccount/location: Q2: Why can't I update my primary domain? Q3: I've added the A / CNAME record, but the domain is still not being added Q4: I can't connect my root domain (ex., mydomain.com) Q5: How many WordPress sites can I have per sub-account Q6: How can I request to cancel a client's WordPress subscription? If you are setting up a new WordPress website, migrating an existing one, or adding additional domains, you must configure your domain's DNS to point to your WordPress instanceThis article will help you with the setup and share some best practiceswith Setting up a new WordPress Site 1To set up your WordPress site, you need to have purchased the WordPress hosting feature under the Sites tabOnce this has been done, you can get started by clicking the "+ Create WordPress" button 2Fill in the Site and User details 3Wait for 10-15 minutes till the installation is complete 4After the installation is complete, you will have access to the following: The WordPress Dashboard Here you can access your site and admin portal Manage Additional Domains & Primary Domain Import an Existing WordPress Site using the All-in-One WP Migration plugin Refresh Cache for the WordPress Site User Management Here you can manage all users for the siteBackup & Restore Here you will see the backups for the last three days Backups happen daily at 05:00 AM CST You can also initiate manual backups as needed as shown in the video below: More Tutorials from the Community https://youtu.be/zvfav4EXnE4 https://youtu.be/7z9A0d4Ml4c https://youtu.be/ROQLp8_D8Vc Advanced Settings You will be able to manage FTP Access and Communication Settings hereThis is still on the roadmap and not live yetAdding an Additional Domain Once your site is ready to publish, you can connect your domain to the WordPress sitePlease follow this article for instructions on connecting your domain with the WordPress siteFAQs Q1: I'm unable to add the same domain to my other subaccount/location: The same domain/subdomain can't be used in 2 locations Q2: Why can't I update my primary domain? The primary domain can be updated if you have added an additional domainQ3: I've added the A / CNAME record, but the domain is still not being added This can happen due to a few reasonsThere is a typo in your domain name [like in the example above] In this scenario, fixing the typo will resolve your issue Your DNS changes haven't been propagated yetIn this case, you must wait longer and try again after a few hours or the next day to see if it worksYour DNS configuration is not set up correctlyPlease get in touch with your Domain Provider and discuss the errors with their support teamMaybe you have conflicting (multiple) records for the same subdomain [for example, if blog.mydomain.com has a CNAME record pointing to wp3.msgsndr.com but it also has an A record pointing to some other provider] In such cases removing the other duplicate record will fix your issueQ4: I can't connect my root domain (ex., mydomain.com) .Please make sure there are no additional AAA, TXT, records, etc if you plan to use that slug/root domain for WordPress Q5: How many WordPress sites can I have per sub-account Only one site per sub-account at the moment Q6: How can I request to cancel a client's WordPress subscription? To begin a WordPress Cancellation Request, you must fill out this formOnce submitted, our WordPress Hosting Team will work to respond to your request within two business days or less </s>
<s>[INST] How to inject User/Sub account Properties in Iframes on Sub Account Dashboards [/INST] You can now inject dynamic user or sub account properties/parameters in embedded content using iframes. Follow these step-by-step instructions to get started: TABLE OF CONTENTS Step 1: Enter Edit Mode Step 2: Navigate to Objects tab Step 3: Choose Embed Step 4: Enter the URL Step 5: Add Parameters Step 6: Utilize Dynamic User Properties Supported User Properties Step 1: Enter Edit Mode Open your Sub Account Dashboard and enter Edit mode. Step 2: Navigate to Objects tab Once in Edit mode, navigate to the Objects section. Step 3: Choose Embed Select the Embed option from the Objects menu. Step 4: Enter the URL Enter the URL of the content you want to embed into the dashboard. Step 5: Add Parameters After entering the URL, add the required parameters to customize the content. Step 6: Utilize Dynamic User Properties You can dynamically inject the sub-account or user identifier into the iframe source. You can use placeholders like {{location.id}} or {{location.name}} in the URL to make it more versatile. As an example, you can use {{location.id}} to create a dynamic URL like this: https://app.gohighlevel.com/v2/location/{{location.id}}/conversations. You can embed the above link as an iFrame URL on your dashboard. Supported User Properties We support various user properties that can be passed in the URL. Replace the property in {{user.userpropertyhere}} with any of the following supported user properties: companyId email phone role type firstName lastName name fullName For example, you can use https://yourwebsiteurlhere.com/?user={{user.firstName}} to pass the user's first name in the URL. </s>
<s>[INST] Two Way Email Sync for Outlook [/INST] Using 2-Way Sync for Outlook, you can link your Outlook account with the CRM and sync emails to and from both platformsBoth platforms will create a connection when an email is first sent out from the CRMAll subsequent emails in the thread will be in sync between both platformsCovered in this Article: How to Connect Outlook Two Way Email sync? Steps to connect How does the 2-way sync work between the CRM and your email account? Other functionalities Does Two-way sync only work with individual emails or bulk emails and workflows? How to Connect Outlook Two Way Email sync? Steps to connect In a sub-account, go to "Settings" > "My Profile" tab and scroll down to the section "Email (2-way sync)" Select Outlook, your email provider & click on ConnectComplete the authorization by entering your Outlook email ID credentialsApprove for permissions requested for LeadConnector: In "Settings" > "My Profile" scroll down to the section "Email (2-way sync)" to view your email in the connection statusHow does the 2-way sync work between the CRM and your email account? You would need to send an email to a contact from the CRM to initiate the sync between both platformsPlease note The first outbound email needs to be initiated from the CRM to establish the sync All subsequent messages in the email thread (initiated from the CRM) will be in syncOutbound emails sent from your email will start reflecting in the CRM and vice versareflect An email thread initiated from your email will not sync with the CRMOnly email threads that were formed from the CRM will be in synccreated If an outbound email was sent (while the sync was in active state) and later the sync was disconnected from the CRM, the subsequent messages in the thread will stop syncingThis will also stop syncing new outbound emails sent from the CRMPlease note Attachments of up to 3 MB size work across this sync, any attachments larger than this size will cause the message to not sync overSupported file types: JPG,JPEG,PNG,MP4,MPEG,ZIP,RAR,PDF,DOC,DOCX,TXT Other functionalities Update Email: This helps users change their connected email ID to another one without disconnecting the previous connectionNew outbound emails from the CRM will start syncing with the newly added email addressUpcoming messages in the previously connected email ID (same thread) will stop syncing between the CRM & personal emailDisconnect Email: This will disconnect their connection and stop the sync with the CRMOnce disconnected, emails or messages will not sync between both platformsDoes Two-way sync only work with individual emails or bulk emails and workflows? How the sender domain mapping works for different types of emails: Individual Email: On connecting a personal email account (Outlook), the outlook email ID will be considered as the sender domain for the emails sent by the user for individual emailsBulk Email: If the user enters their email ID (after setting up the two-way sync) under the “From Field,” the user email ID will be considered the sender domain for the bulk emailsIf the field is blank, the sub-account level provider will be considered the sender domainBulk Email: If the user enters an email ID different from their email ID connected (Outlook), it will consider the sub-account level provider as the sender domainWorkflow & Automation: Emails will continue to go from sub-account level providers </s>
<s>[INST] How do I analyze my Agency's Spending on LC Communications? [/INST] In your agency account, we provide you features that help you analyze your agency's spend on LC Communications (LC Phone, LC Email, WhatsApp, etc) TABLE OF CONTENTS How to check your Agency's credit balance? What does my Agency's Credit Balance mean? How do I see a historical summary of my agency's spend across categories? How do I drill down to a single transaction in more detail? How and when is my card charged? Example 1 Example 2 How can I Rebill the usage to my clients? If you are on the pro plan or higher If you are on the Starter or Freelancer plan How can I download all transactions as a CSV? How can I further analyze this data to understand my costs better? I am paying both LC Communications and my previous provider (Twilio or Mailgun/SMTP)What can I do? What happens if a payment fails? What happens to my balance if I cancel? My wallet has a balance but I cannot send sms and email? Related Articles How to check your Agency's credit balance? Please switch to your 'Agency View' Click on 'Agency Settings' Click on the 'Billing tab' > Wallet & Transactions What does my Agency's Credit Balance mean? When you use communication features like SMS, Calls, Voicemail drops, emails, or WhatsApp messages the cost associated with those communications are deducted from this credit balanceSometimes this is also referred to as a walletPlease also refer to LC Phone pricing structure LC Email pricing structure WhatsApp pricing Structure (Coming Soon) Please Note that as of Nov 01, 2022 our rates in the US are 10% cheaper than Twilio & approximately 8% cheaper than MailgunThank you to our Agencies for the overwhelming responseMore power to youHow do I see a historical summary of my agency's spend across categories? You can see a detailed, message-by-message log of transactions by clicking on Detailed Transactions This page would provide you with A unified view of all logs across all your sub-accounts (aka locations) A summary of your month on month spend from the last 3 months and associated categories This will expand all categories and give you a summary of your spending by month for each individual category Please Note: The summary data is refreshed once dailySo sometimes you may need to wait upto 24 hours for most accurate reportingHow do I drill down to a single transaction in more detail? We provide you a detailed drill-down of each transaction/message which can be accessed by clicking the transaction ID in the log table How and when is my card charged? Based upon your auto-recharge rules on the Agency Settings -> Billing page, we charge your card with the recharge amount once your credit balance becomes lower than the thresholdA few examples: Example 1 This is also the default settingIn this scenario, once your credit balance goes below $10, your Agency's credit card would be charged $10 to get your balance up to $20Example 2 In this scenario, your Agency's card would get charged with $200 when your credit balance goes below $50 to take your credit balance up to $250 Please note that when charges to your credit card fail, we notify all agency admins in your agency accountSMS, Calls, Emails, etc for all your clients get hampered if your credit balance goes below $0How can I Rebill the usage to my clients? If you are on the pro plan or higher LC Communication system is designed to work better with SaaS compared to Twilio or MailgunThere are some inherent benefits of using LC Communications like Instantaneous billing (no lag from Twilio webhooks) Built-in ramp for new sub-accounts (locations) so that a new client doesn't run up your billThis improves our agency's cash flowError rate & Bounce rate monitoring to identify bad lists Opt-out & Unsubscribe monitoring for spam reduction Carrier complaints & violation monitoring for AUP violations to protect the sender's reputation If you are on the pro plan or higher, you can easily rebill this usage to your clients using SaaS Mode (Phone & Email rebilling) and also include a markup to make a profit on the rebillingWe no longer apply a markup when rebilling carrier charges and A2P 10DLC chargesThis means that we pass along the original charges without any additional markupSometimes, customers may create a ticket with the expectation that their earnings will be exactly 2x, 3x, or 3.5x the amount they spendHowever, this is not the case because we do not markup compliance charges and carrier fee chargesPlease refer to Connecting your Agency Stripe Account to collect rebilling payments How to enable Email Rebilling General SaaS Mode Setup and Phone Rebilling The rebilling is designed such that HighLevel invoices you for usage and then invoices your clients on your behalfThe funds that you collect from your clients are deposited in your connected Stripe accountAgency receives an invoice from HighLevel with the HighLevel Logo & Branding Sub-accounts (your client locations) receive an invoice from you with your logo and branding that is configured in your Stripe account This system is always prepaidThis means that agency will collect money upfront and maintain a positive cash flowIf you are on the Starter or Freelancer plan You can download a CSV report for the month as shown below and charge your clients using HighLevel invoices or an external billing platformIn future, LC Communication rebilling without markup will be available for Freelancer accountsETA - December 15, 2022 How can I download all transactions as a CSV? You can download all LC Communication (Phone, Email & WhatsApp) charges in form of a CSV by clicking the export button on the top right Please note this data is for Agency users onlyWe advise you not to share these reports directly with your client as they will see the discounted pricing (HighLevel to Agency pricing)Please note that we can provide you with last 1,000,000 (1 million) transactions due to storage limitsHow can I further analyze this data to understand my costs better? A loom with instructions will be added soonPlease check back in a few daysI am paying both LC Communications and my previous provider (Twilio or Mailgun/SMTP)What can I do? By design LC Communications (LC Phone & LC Email) are enabled for your clients at this point moving forwardThis means in most cases your old clients would still be on the old provider (Twilio for calls, SMS, and Mailgun/SMTP for emails)In this transition period, it is likely that you will be invoiced by HighLevel for the usage that happens on LC Communications and also by Twilio, Mailgun, or other SMTP providers for usage resulting from old sub-accounts that still use themThe easiest way to resolve this situation is to move all your existing clients over to LC Phone & LC Email and close out your accounts with other providersPlease Note: Certain assets like call recordings do not migrate overSo if you need access to call recordings or logs for compliance or HIPAA regulations, you may want to keep operating your Twilio account in a dormant wayWhat happens if a payment fails? If the sms and email charges are left unpaid, we stop all outbound emails and smsWhat happens to my balance if I cancel? We could refund the credit to the credit card linked in the agency accountMy wallet has a balance but I cannot send sms and email? The balance needs to be at least 50% of the amount set for "when balance is lower than" for lc phones and emailsBut the rule has been set up where if it's less than 50% it will stop all outbound emails and SMSIf your agency is sending large volume, to avoid not being able to send SMS and email when the balance is low, please increase the number here so when the balance is lower than 50$ so it will auto recharge sooner! For example, if the amount set for "when balance is lower than" is $10, the current wallet balance needs to be more than $5 to send outbound emails/smsThis is to safeguard the account from going negativeThe balance in the usage summary doesn't make sense? Why is it dropping to $16.97 from $18.66 after a SMS transaction of 0.00711? In the Phone Numbers ➝ Usage Summary page which shows Agency transactions for that subaccount, the wallet balance for the agency is used across all the subaccounts, so the wallet balance will follow a sequence when we look at a particular subaccountE.gone SMS got charged for subaccount A and another call for subaccount B and then again SMS for A So transactions went like A: SMS1 ➝ $0.01 ➝ Balance: $9.99 B: Call1 ➝ $0.02 ➝ Balance: $9.97 A: SMS2 ➝ $0.01 ➝ Balance: $9.96 So when we view transactions under, it will show transactions just for subaccount A as A: SMS1 ➝ $0.01 ➝ Balance: $9.99 A: SMS2 ➝ $0.01 ➝ Balance: $9.96 and when viewed for B it will show B: Call1 ➝ $0.02 ➝ Balance: $9.97 Related Articles Why is my SMS cost so high? What is LC - Phone System? LC - Phone Pricing Structure How to Migrate an Agency and Sub-Account to LC - Phone? LC - Phone Messaging Policy What is LC - Email? I want to know more How to Migrate My Agency Over to LC - Email </s>
<s>[INST] How to check logs for a specific email in Mailgun [/INST] TABLE OF CONTENTS Mailgun Sending Logs Analyzing the results Common errors Not Delivering to Previously Bounced Address If the recipient unsubscribes accidentally Unauthenticated email from xxxxxxxxxxxx.com Unauthenticated email from yahoo.com / hotmail.com / aol.com / outlook.com Mailgun Sending Logs 1. Log in to https://app.mailgun.com/app/dashboard 2. Click Sending 3. Click Logs 4. Make sure the correct domain is selected 5. Click on Add Filter 6. Select Recipient from the dropdown list and paste the email you are trying to get the delivery status for: 7. Click on Filter Analyzing the results Click the gear ⚙️ icon on the right once you locate the email Select Quick view It will show you a preview of the email If it says delivered, please check the spam folder or reach out to Mailgun support to see if the email provider is blocking the email on their end. Common errors Not Delivering to Previously Bounced Address Solution: 1. Click Sending -> Suppressions 2. Choose the domain on top 3. Search for the recipient's email 4. Select the recipient and click the trash icon on the right to remove the contact email from the Bounces tab. If the recipient unsubscribes accidentally Switch to the Unsubscribes tab and remove the email from there. Unauthenticated email from xxxxxxxxxxxx.com Solution: Set DMARC to none for the custom domain. If you are using Gsuite email, you can configure set DMARC to none here. Unauthenticated email from yahoo.com / hotmail.com / aol.com / outlook.com Quick workaround: switch the sender email from yahoo.com / aol.com / any other domain to your own domain/gmail.com e.g. switch name@yahoo.com to name@gmail.com or name@your_domain.com Learn where to configure the sender's email address here. </s>
<s>[INST] Eliza Agent Platform Search Tools [/INST] This Article covers how to use the Eliza Agent Platform Search tools to utilize its features best. Covered in this Article Search Contacts Add Contact Add to Conversation Audit log Search Conversations Related Articles Eliza Agent Platform Introduction and FAQs Eliza Agent Platform Settings within the CRM Eliza Agent Platform Settings Eliza Agent Platform Dashboard Eliza Agent Platform Conversations Search Contacts Searching for contacts is possible via Search > Contacts. Select the location you want to search for the contacts on this screen, and EAP will list all the contacts in this location. Search for contacts within the location by first name, last name, tags, phone number, and address. Select the contact and add it to the inbox of a specific agent by clicking on Add to Conversations. Add Contact Eliza users can add a contact to a sub-account through Eliza by navigating to Search -> Contacts. These contacts will be synced to the respective GHL sub-account with the contact source field as ‘Eliza_User.’ Once the contact is added to a sub-account through Eliza, the Eliza agent will have to assign it to themself or another agent manually. The sub-account audit log will show an entry for the added contact. Add to Conversation If you want to engage with lead(s), choose the contact(s) and assign it to the agent from the dropdown. The contact(s) will be added to the inbox of the selected agent. Audit log Select a contact to see the audit trail of all the conversations. The audit trail will include the details about all the conversations between Eliza Agent and the contact, the disposition assigned, and the dates. Search Conversations Conversation search gives the read-only view of the conversations between the agent and contacts via all the channels supported by the Eliza Agent Platform. Please Note: This search can only locate contacts nurtured within the Eliza Agent platform. </s>
<s>[INST] Documents & Contracts trigger inside workflows [/INST] More Tutorials from the Community https://youtu.be/EAU-Las9syk https://youtu.be/P-sU8T469dQ https://youtu.be/Vlc-Xk84wgo https://www.youtube.com/watch?v=lLeLzhZnONA Business users are able to utilize the Documents & Contracts trigger to trigger a workflow for use cases based upon the change in the state of a document This will allow businesses with multiple use cases, like updating opportunity tags, sending an invoice, attaching tags to contacts, or maintaining any record through actions like Google Sheets/Slack after the Document has been sent/signed by one of the recipients or completed by all participants Users will be able to filter the trigger based on specific conditions like the document status, value, Template name or the recipient typeThe most common use case can be to trigger a workflow based on the document status Sent - Triggers the workflow when the document has been marked as Sent by the business Viewed - Triggers the workflow when the document has been viewed by anyone apart from the business user who sent it Signed/Accepted - Based on the condition that it has been signed by one of the recipients of the document (Useful in case of multiple recipients receiving the document and the business needs to maintain a record whenever any recipient has signed/accepted it) Completed - Triggers the workflow when the document has been signed by all recipients who received the document Another use case can be to trigger a different workflow based on the Template Name, i.e., if a different kind of sequence of actions need to be taken for different kinds of templates such as Sales Proposals or NDAs or Deal Closure AgreementAnother use case can be to trigger a different workflow based on whether the document is going to the Recipient Contact or the Business User itself Business users will also be able to create If/Else branches based on the above conditions along with value or document type criteria to branch the workflow based on the specific filters Custom values will also function for the specific contact to fulfill any use cases or send out custom notifications upon specific events or conditions This will also help in building reminder sequences if the document has not been signed by the contact and the business wants to Frequently Asked Questions (FAQs) Does the trigger function for business users as well as contacts who sign the document? Yes, the trigger will fire for all events when the document is sent or signed by the contact or the business userIs it possible to use the contact and user custom values inside the workflows with this trigger? Yes, businesses will be able to make use of custom values inside workflows Is it possible to send internal notifications or external emails using the trigger? Yes, business users will be able to make use of the email templates configured to send notifications upon a trigger event </s>
<s>[INST] How to set up Facebook Ad Reporting [/INST] When running Facebook Ads the system try its best to attribute the ad and ad-sets where the lead was driven fromFor better reporting and help identifying your winning campaigns we recommend using Facebook UTM parameters, Facebooks pixel and Conversion API in WorkflowsCovered in this article: Before we get started, please review the notes below: Entry Points: The following UTM tracking parameters are available on the contact level within the system: How to label your campaigns within Facebook to ensure accurate reporting How to add UTM Parameters in Facebook Ads Manager Attribution Reporting Troubleshooting Q1: When previewing my Ad in FB I do not see the UTM parameters? Q2: I'm not seeing first attribution data from contacts? Q3: I changed something in my Ad, Ad-set, or campaign and now my reporting is off? Q4: I do not have a Facebook Business Account or Ads manager? Q5: I'm using Facebook Lead-gen Ads do I still need to use UTM parameters Q6: Where should we add UTM parameters in tracking or destination url? Q7: What is the Objectives drop down for? Before we get started, please review the notes below: If you are running traffic to a landing page make sure you setup your Facebook pixel and Facebook Conversion API in Workflows Facebook will not add the UTM parameters to your links when you are viewing your ad as a preview Don't use any special characters or emojis in the UTM parameters or any parameter that needs to be tracked First ad attribution data will be recorded for contacts coming from the following "entry points" listed below, in other cases, the first attribution data will be emptyEntry Points: Form submissions Survey submissions Calendar Directly coming from Facebook Lead From Two step order form Chat widget Inbounding Calls (won't work if leads call the number pool directly, but only for the click-to-call scenarios) The following UTM tracking parameters are available on the contact level within the system: Source(Click here to check out this table - "How are sources classified" for the logic to determine how the source is assigned on the contact level) Campaign Name:- {{contact.attributionSource.utmCampaign}} Adset Name:- {{contact.attributionSource.utmMedium}} Ad Name:- {{contact.attributionSource.utmContent}} Campaign Id:- {{contact.attributionSource.campaignId}} fbclid- {{contact.attributionSource.fbclid}} gclid - {{contact.attributionSource.gclid}} Referrer - {{contact.attributionSource.referrer}} How to label your campaigns within Facebook to ensure accurate reporting Please Note: Campaign name, Ads and Ad-set's need to be unique.(see "CORRECT SETUP Example" below) The name parameters can’t be changed during the lifetime of the campaign / Ad-set / AdIf the name has to be changed, then create a different campaign / Ad-set / AdIf you decided to change the campaign / Ad-set / Ad and do NOT create a new campaign, then data in the CRM system will keep referring to the original/ first campaignCORRECT SETUP Example: Campaign Name: Campaign - Happy Teeth Ad-set: Campaign#1 - Happy Teeth - Audience #1 (San Rafael, Ca 20 mile radius - M&F) Ads: (Unique) Ad#1: Happy teeth - Carousel Ad - Audience #1 Ad#2: Happy teeth - Video Ad - Audience #1 Ad#3: Happy teeth - Image Ad - Audience #1 How to add UTM Parameters in Facebook Ads Manager 1Click here to be taken to your Ads Manager Once you are in your ads manager select the campaign you wish to add UTM parameters to then head over -> Manage ads -> Ads -> Edit2Scroll down to the section that says "Tracking" 3Click on "Build a URL parameter" 4Complete the 7 steps below URL parameters Click on "Campaign Source" and type "fb_ad" into the field Click on "Campaign Medium" and select {{adset.name}} from the dropdown Click on "Campaign Name" and select {{campaign.name}} from the dropdown Click on "Campaign Content" and select {{ad.name}} from the dropdown Click on "Add Parameter" button Enter "campaign_id" as the "Parameter name" and for the "Value" please select "{{campaign.id}}" from the dropdown menu Hit "Apply" to save changes Please Note: Facebook will take sometime to verify and approve your adsOnce approved your Ads will start running and tracking via UTM Parameters within the systemDon't use any special characters or emojis in the UTM parameters or any parameter that needs to be tracked When testing Facebook will not add the UTM parameters to your links when you are viewing your ad as a previewAttribution Reporting For more info regarding campaign and source/ attribution reporting please click here: Attribution Troubleshooting Q1: When previewing my Ad in FB I do not see the UTM parameters? Facebook will not add the UTM parameters to your links when you are viewing your ad as a preview Q2: I'm not seeing first attribution data from contacts? First ad attribution data will be recorded for contacts coming from following entry points listed below, in other cases, the first attribution data will be emptyEntry Points: Form submissions Survey submissions Calendar Directly coming from Facebook Lead From Two step order form Chat widget Inbounding Calls (won't work if leads call the number pool directly, but only for the click-to-call scenarios) Q3: I changed something in my Ad, Ad-set, or campaign and now my reporting is off? Campaign name, Ads and Ad-set's need to be unique (see "CORRECT SETUP Example" above) The name parameters can’t be changed during the lifetime of the campaign / Ad-set / AdIf the name has to be changed, then create a different campaign / Ad-set / AdIf you decided to change the campaign / Ad-set / Ad and do NOT create a new campaign, then data in the CRM system will keep referring to the original/ first campaignQ4: I do not have a Facebook Business Account or Ads manager? Facebook's Ad Manager is a sophisticated dashboard that provides users with an overview of all their paid campaignsIf you have NOT created a Business and Ad account please check out the resources below: How to create a Facebook Business Manager How to create a Facebook Ad account Q5: I'm using Facebook Lead-gen Ads do I still need to use UTM parameters Yes, when running FB lead-gen ads we do recommend using UTM parameters for improved reportingYou can achieve this by adding UTM parameters as mentioned in this articleQ6: Where should we add UTM parameters in tracking or destination url? UTM Parameter needs to be added in tracking to track each link clicks or page visits consisting of unique fbclicksQ7: What is the Objectives drop down for? You will find an Objectives dropdown on the top left in the Ad Report , Its purpose is to help define what objective the company had for this Ad campaign when creating it </s>
<s>[INST] How to schedule a blog post? [/INST] The users will be able to ship the blog posts and make them visible on specific time on blog. The users will be able to choose time and date according to the timezone. Steps to schedule a blog posts Click on Create New Blog Post 2. Create content for Blog Posts 3.Click on "Continue" 4. Add the details of Schedule and Publish - Schedule a blog post with date and time with location timezone </s>
<s>[INST] How to use Memberships Revenue Analytics in the CRM? [/INST] Revenue Analytics is a feature that provides businesses with detailed insights into their one-time purchase revenue, including data filtering by date and purchase channelIt helps businesses optimize their revenue streams by analyzing the distribution of top offers and comparing multiple offersCovered in this Article What is the Revenue Analytics feature? How to use the Revenue Analytics feature? Net Revenue Compare Offers What is the Revenue Analytics feature? Revenue Analytics is a powerful feature designed to help businesses make better decisions about their marketing strategies by providing a granular view of revenue dataIt enables businesses to track their one-time purchase revenue and analyze revenue distribution across different purchase channels and offersBy filtering the data by date and purchase channel, businesses can gain insights into the revenue generated from other sources, allowing them to make data-driven decisions about allocating resources and optimizing their marketing strategiesThe Net Revenue and Revenue by Offer charts give businesses an overview of their revenue performance, including the total units sold, total revenue, and the distribution of the top four offersThe list of top four offers and their revenue contribution percentage helps businesses identify their top-performing offers and optimize their marketing strategies to promote themAdditionally, by analyzing the performance of different offers across different channels through the Compare Offers feature, businesses can optimize their marketing strategies to promote their top-performing offers across all channelsThe ability to filter data by date and purchase channel gives businesses a granular view of revenue data, allowing them to analyze revenue trends over time and identify the most profitable channels and offersBy leveraging these insights, businesses can make data-driven decisions about allocating resources and optimizing their marketing strategies, leading to increased profitability and a more efficient operationHow to use the Revenue Analytics feature? Head to Sites> Memberships> Analytics> Revenue Analytics Revenue Analytics' functional requirements include displaying data for one-time purchases and allowing users to filter data by date and purchase channelNet Revenue The Net Revenue tab is one of the two main tabs in Revenue Analytics, and it provides businesses with a detailed view of their revenue generated from one-time purchasesThe tab displays data for one-time purchases and allows users to filter by date and purchase channelThe following is a breakdown of the key features of the Net Revenue tab: Total units sold Total revenue Distribution of top four offers in the given date range Filter options for date and purchase channel Total Units Sold: This shows the total number of units sold during the selected date range and purchase channelFor example, a clothing retailer can use this feature to identify the total number of clothing items sold in their online store during the last 30 daysTotal Revenue: This shows the revenue generated during the selected date range and purchase channelFor example, an online retailer can use this feature to identify the total revenue generated from sales on their website during the last 6 monthsDistribution of Top Four Offers: This feature displays the distribution of the top four offers during the selected date range and purchase channelThe list shows the top four offers and their revenue contribution percentage to the total revenue generated during the selected date range and purchase channelFor example, a software company can use this feature to identify the top four software products that generate the most revenue during the last yearFilter Options: The Net Revenue tab allows users to filter data by date and purchase channelThe date filter enables users to select a specific date rangeIn contrast, the purchase channel filter lets users choose from up to four available options: Membership checkout, Funnel, and Upsell checkoutCompare Offers The Compare Offers tab is the second main tab in Revenue AnalyticsIt enables businesses to compare the performance of different offers and see the revenue generated from each offerThe tab allows users to compare up to four offers simultaneously and filter the data by the offer, purchase channel, and dateThe following is a breakdown of the key features of the Compare Offers tab: Total units sold Total revenue Filtering options for the offer, purchase channel, and date Total Units Sold: This shows the total number of units sold for each offer during the selected date range and purchase channelFor example, a health and wellness company can use this feature to compare the number of units sold for their weight loss program and yoga classes during the last 6 monthsTotal Revenue: This shows the total revenue generated for each offer during the selected date range and purchase channelFor example, an e-commerce company can use this feature to compare the revenue generated from their top-selling products during the last yearFilter Options: The Compare Offers tab allows users to filter data by the offer, purchase channel, and dateThe offer filter lets users select up to four offers to compareIn contrast, the purchase channel filter lets users choose from up to four available options: Membership checkout, Funnel, and Upsell checkoutThe date filter enables users to select a specific date range </s>
<s>[INST] User / Agent Reporting [/INST] The Agent Reporting feature is available on the Agency Pro plan. For most customized reports, please refer to our custom dashboards where you can add and modify custom widget to display metrics from key areas of HighLevel. More information on this feature is available in Custom Widgets help document. You can access this report through the left-hand menu under "Reporting" > "Agent Reporting" (top menu) The report includes: Overview of how the entire team is performing at a glance. Opportunities view showing stats, conversion stats, SMS stats, email stats, call metrics, and efficiency. Leaderboard showing most opportunities and most won opportunities. Ability to compare across date ranges. </s>
<s>[INST] How to Add and Manage Sub-Affiliates [/INST] Effortless Sub-Affiliate Management Ahead! TABLE OF CONTENTS Step 1: Navigate to the Affiliate Page: Step 2: Select the Affiliate: Step 3: Switch to Sub-Affiliate Tab: Step 4: Add Sub-Affiliate: Step 5: Choose Campaign: Step 6: Select Sub-Affiliates to Add: Step 7: Remove Existing Sub-Affiliate (Optional): Step 8: Add New Sub-Affiliate Profile (Optional): Step 9: Save Step 1: Navigate to the Affiliate Page: Navigate to the Affiliate page under Affiliate Manager in MarketingStep 2: Select the Affiliate: Click on the Affiliate under which you want to add the Sub-AffiliateStep 3: Switch to Sub-Affiliate Tab: Scroll down to the bottom of the Affiliate details pageSwitch to the "Sub-Affiliate" tabStep 4: Add Sub-Affiliate: Within the Sub-Affiliate tab, click on "Add Sub-Affiliate" buttonStep 5: Choose Campaign: Select the desired campaign from the dropdownBy default, the first campaign where the Parent Affiliate was added will be selectedStep 6: Select Sub-Affiliates to Add: Click on the profile or name you want to add as a Sub-AffiliateThe Sub-Affiliate will get added to the "Existing Sub-Affiliate" list Step 7: Remove Existing Sub-Affiliate (Optional): If you need to remove an existing Sub-Affiliate, click on their profile/name in the "Existing Sub-Affiliate" list, to remove them from the listStep 8: Add New Sub-Affiliate Profile (Optional): If the desired Sub-Affiliate is not already present on the platform, you have the option to add themClick on the "Add Affiliate" button to create and add a new profile directlyStep 9: Save </s>
<s>[INST] Import and or Cloning Funnels & Websites [/INST] There are 2 ways to move funnels and websites within the system 1Importing Funnels & or Websites Via Share link 2Cloning Funnels & or Websites Cloning the whole funnel/ Website to another location(s): Cloning a step or page in the funnel to another location(s) Troubleshooting Q1: How do I convert a funnel into a website or vice versa? Q2: What happens if my link doesn't work? Q3: Can I resell these templates to my customers? Q4: Who do I contact if I need some changes made? Q5: Will you be offering snapshots, workflows in the near future? Importing Funnels & or Websites Via Share link Step 1: Make sure you are logged into your agency before clicking the share linkStep 2: Open a new tab, and "click" or "copy and paste" the link it into your browser Step 3: Select the locations you wish to add this template to(Up to 3 locations) Please Note Importing may take a few mins to completePlease give it a few secs before refreshing your pageWhen importing funnels or websites please note that Forms, Surveys or any lead capture will NOT be transferred and will need to be setupCloning Funnels & or Websites Cloning the whole funnel/ Website to another location(s): Step 1: Click on the 3 dots in your funnel view and select "clone" Step 2: Give your funnel a name and select the location (up to 3 locations) Step 3: Hit "Clone Funnel" Cloning a step or page in the funnel to another location(s) Troubleshooting Q1: How do I convert a funnel into a website or vice versa? Click here for more info Q2: What happens if my link doesn't work? If the link doesn’t work upon purchase, please reach out to the Customer support teamQ3: Can I resell these templates to my customers? It will be yours to use as you see fitOnce purchased its up to you how to use itQ4: Who do I contact if I need some changes made? Upon purchase you will receive and email with the creators contact informationPlease contact the creator with any questions, concerns and or feedback that you may have Q5: Will you be offering snapshots, workflows in the near future? Currently we are only doing funnels, We will implement websites, snapshots, workflows, and ad copy (FF Ads) in the future </s>
<s>[INST] Converting funnels and websites with the new import feature [/INST] Overview Ever wanted to convert or import a website or funnel page into a new funnel/website you're building? With the new import feature this can now be achieved on the fly. How does it work? Step 1: Click on"+ Add New Step" button to add a new page to your funnel or website, Step 2: A pop up will appear, continue to name your page and path Step 3: Click on "Create Funnel Step" to close the pop up Step 4: A new modal window will appear in the funnel preview area, click on the "Import" button Step 5: Select which page you would like to import and click "import" Please Note: In order to import or convert a funnel/website you first have to add a new step Import Funnel / Website feature imports only a single funnel step or a webpage You may only import an existing funnel step or website page within HighLevel Does not import from other websites/funnel providers Changes to any imported step/page will NOT affect the original step/page The import feature will NOT import the products configured or the stats accumulated on the source funnel step. Products have to be configured again after the import You can import a control or variation step in a funnel as well If you want to run split test on websites, please import that pages into funnels and run a split test there. **Split testing is available on PRO plans only </s>
<s>[INST] Triggers - Overview [/INST] Note: Now that Workflows are live in all accounts, you can do everything that Triggers and Campaigns do (and more!), all in one builder! Click to learn more about Workflows. Triggers are conditional statements (similar to Zaps in Zapier) that connect all the different modules of HighLevel together. Think of triggers as the wiring or 'secret sauce' in the back-end making all the cool things HighLevel does actually happen. Example: Let's say you have set up a Zap in Zapier to push leads into a HighLevel campaign when they fill out a form embedded in a ClickFunnels landing page. You also want to send an SMS notification to your client to let them know when this happens (the equivalent to letting them know they have a new lead) How would we do this? Answer: Set up a trigger! Create, Name and Activate Triggers Follow the steps below to create, name and activate a trigger: Click Triggers Click + New Basic Rule Choose a trigger from the Choose a trigger dropdown and add all the necessary filters Click +Add action Choose an action from the Choose a action dropdown and all the necessary filters Name the Trigger in the Trigger name field Click the Draft dropdown and click Activate </s>
<s>[INST] How to Generate Leads Using the HighLevel Prospecting Tool - The Ultimate Guide [/INST] More Tutorials from the Community https://youtu.be/tmwZN1MUS3A https://youtu.be/O3nKR3futtc https://youtu.be/Y7TkadJuPDc https://youtu.be/LwpjrEyF_8c The Prospecting Tool helps you to find Local businesses nearby and generate Marketing Audit Reports for themThis Report gives you detailed insights about your prospects - that you can use to target and convert them to potential customers in just a few clicksThis tool analyzes the strength of your prospects' online presence in terms of their Listings and ReviewsThe Report also clearly showcases the gaps in their online marketing strategiesAn Agency could highlight these issues, propose optimal solutions and convert them to potential customersCovered in this Article: What is the Prospecting Tool? Who is this feature most useful for? What are the benefits of the Prospecting Tool? Generating Report using GHL's Prospecting Tool Analyzing the Marketing Audit Report Listings: Reviews: Lead Contact Details What is the Prospecting Tool? The Prospecting Tool is a software tool designed to help businesses and agencies find potential customers and generate marketing audit reports for themIt uses search parameters like location and keywords to identify potential customers and then generates a marketing audit report that provides insights into the prospects' online presence regarding their listings and reviewsThe tool identifies gaps in the prospects' online marketing strategies and provides recommendations for improvementThe Prospecting Tool streamlines the lead generation process, saves time and resources, and helps businesses and agencies target potential customers more efficientlyWho is this feature most useful for? The Prospecting Tool can be used by various businesses and agencies that want to generate leads and find potential customersIt can be particularly beneficial for: Marketing Agencies: Marketing agencies can use the Prospecting Tool to generate leads for their clients and provide them with detailed insights into their online presenceSmall Business Owners: Small business owners can use the Prospecting Tool to identify potential customers in their local area and target them more efficientlyDigital Marketers: Digital marketers can use the Prospecting Tool to generate leads for their clients and provide them with detailed insights into their online presenceSales Professionals: Sales professionals can use the Prospecting Tool to find potential customers and generate leads for their sales pipelineSEO Specialists: SEO specialists can use the Prospecting Tool to identify businesses that need help with their online listings and reviews and provide them with recommendations for improvementWhat are the benefits of the Prospecting Tool? The Prospecting Tool has several benefits, including: Finding Local businesses nearby: The Prospecting Tool helps you find local businesses near you, making it easier to target and convert them into potential customersGenerating Marketing Audit Reports: The Marketing Audit Report provides detailed insights into the prospects' online presence regarding their Listings and ReviewsThis information can be used to target and convert potential customers more efficientlyIdentifying gaps in online marketing strategies: The Marketing Audit Report clearly showcases the gaps in the prospects' online marketing strategies, enabling agencies to highlight these issues and propose optimal solutionsSaving time and resources: The Prospecting Tool automates and streamlines the lead generation process, enabling agencies to reach more potential clients with a more targeted and efficient approachSharing Reports easily: The Marketing Audit Report is easy to share with prospectsYou can share the link with your prospect in seconds by clicking Share ReportProspect for up to 20 locations per day: The tool allows you to prospect for up to 20 locations per day, enabling you to reach a larger number of potential clients in a shorter amount of timeGenerating Report using GHL's Prospecting Tool 1Click on the Prospecting Tab from the left menu ,2Click on Add Prospect ButtonYou will be redirected to the search pageSearch for any prospect near youYou can use keywords such as 'Restaurants near me,' 'Law Firms near me,' etc., and you will see a list of locationsChoose a location from the list to ProspectYou will be redirected to the prospects detail pageIf you know any Point of contact (POC) for that location, enable the POC toggle and enter their detailsClick on Save Location to Proceedˇ4Alternatively, if you already know a business, click "Search Business Manually" and save the prospect Location5The Marketing Audit Report gets generated in a few secondsIn this Report, you will be able to see the Online Health score of the prospect location, followed by their Listings and Reviews6All the prospect locations get saved in the dashboardYou can click on any saved prospect to view their Report7Alternatively, if you find the prospect irrelevant, you can proceed to delete it from your dashboard8You can prospect for 20 locations in a dayYou can always come back later and prospect moreAnalyzing the Marketing Audit Report The Marketing Audit report comprises two major sections - the Listings and the ReviewsListings: The Listing Report aggregates data from over 70+ online directories to show your prospects: Number of listings Accuracy of listings Missing listings on sites Local Businesses need accurate listings on many business directories to ensure people can find them onlineThe availability of accurate listings ensures customers can find your business locations while it's still open for businessReviews: The Reviews section shows the online reputation of the prospect locationThe Reviews Section gives a detailed breakdown of the GMB and FB reviewsGoogle My Business profile contains a significant amount of valuable information to potential customersThis includes your contact info, reviews, website, hours of operation, etcLocal Businesses need plenty of positive online reviews to keep them on par with their competitors.for This marketing Audit report is easy to share with your prospectsClick on Share Report and share the link with your prospect in secondsGHL's prospecting tool provides agencies with the ability to automate and streamline their lead generation processes, enabling them to reach a larger number of potential clients with a more targeted and efficient approachAgencies now can save time and resources, while also improving the efficiency and effectiveness of their prospecting effortsLead Contact Details Agency users can access comprehensive lead information directly within the Point of Contacts section of the Prospecting Tool, including: Lead Information: For each generated prospect, users can now access vital lead details such as their role, expertise, and moreSocial Media Profiles: Easily connect with prospects through their linked Facebook, Twitter, and LinkedIn profiles (if available)Location Details: Gain insights into the geographical location of prospects, helping you tailor your outreach strategies effectivelyContact Information: Access essential contact details including phone numbers and email addresses, streamlining your communication processHow to Access POC Details of a Prospect: In the Agency View, go to "Prospecting" in the side navigation menu Go to any Prospect Account in the Dashboard Proceed to Point of contacts tab to view the Lead information </s>
<s>[INST] Pre and Post buffers [/INST] TABLE OF CONTENTS What are buffers? How to set buffers How to turn off buffers Buffer Logic Buffer Duration Affecting Available Slots FAQs What are buffers? Buffers are additional time that can be added before and/or after a GHL eventThis feature can be beneficial if you need extra time to get ready before a meeting, travel to an event, or wrap up after a presentationBuffer settings are customised for each event type, allowing you to fine-tune and optimize them as needed How to set buffers Here's how to add buffers to your appointments: Choose the calendar to which you want to add buffers for appointmentsIf you're creating a new calendar, go to "Advanced Settings." If you're working with an existing calendar, click on "Edit." Navigate to the "Availability" sectionLook for the options labeled "Pre buffer time" and "Post buffer time" Specify the duration you want for both the pre and post buffersDon't forget to save your settingsThese buffers will ensure you have the extra time you need before and after your appointmentsHow to turn off buffers Choose the calendar for which you would want to turn off the buffers and click on edit Go to "Availability" and scroll down to the page where you see "Pre and Post buffer" Make the values as "0" Don't forget to save your settings This will ensure that going forward any appointment which gets booked on that calendar would not have any buffers Buffer Logic Buffers are only applied to appointments created within the system or through third-party calendars with the 'Allow Contact Creation' feature enabledHowever, blocked slots or events synced from third-party calendars (Google, Outlook, iCloud) are considered when applying buffersThis ensures that buffers do not overlap with blocked slots, providing appropriate buffer times for appointmentsBuffer Duration Affecting Available Slots Using the example above, if there's a 30-minute event with 15-minute buffers before and after, someone else booking on the same day will see an available slot 30 minutes after the existing bookingIt's important to note that when using both Pre and Post buffers, there are instances where seemingly large free periods in the calendar cannot be bookedThis is due to double buffering, where both before and after buffers are applied, resulting in the removal of significant time slots from the scheduling pageTo maximize bookable time slots on your scheduling page, consider your event types to use only a single buffer, either pre or post buffer A new event cannot be scheduled if it does not match the buffer criteria for that appointment slot as well as the previous booked slotNote that if you set buffers for an individual schedule event, it will affect the user's availability across other calendars where they are involved as wellIn a round-robin calendar event, individual buffer settings on a user's other calendars can result in an uneven distribution of appointmentsIn a collective calendar event, an individual's buffer settings on their other calendars can block available slots that might otherwise appear free, as the buffer time occupies those slotsFAQs Question: Do buffers impact events booked outside of GHL? Answer: Buffers are applicable solely to appointments booked through the GHL appHowever, there is an exception: if your two-way sync or smart sync feature is enabled (where the system converts third-party calendar events into appointments instead of treating them as blocked slots), buffers would be applied in such a scenarioQuestion: How do buffers affect available time slots for scheduling appointments? Answer: Buffers affect available time slotsFor example, if a 30-minute event has 15-minute pre and post buffers, the next appointment will be scheduled 30 minutes after the existing bookingDouble buffers can limit seemingly free periods in the calendar, removing significant time slotsTo maximize bookable time slots, consider using a single buffer (either pre or post)Question: Can I remove or alter a buffer once it's set for a booked appointment? Answer: Once a buffer is set for a booked appointment, it can be removed or alteredBuffers are applied based on the latest settingsQuestion: What happens if buffer settings are different on an individual's other calendars in a round-robin calendar event? Answer: In a round-robin calendar event, varying buffer settings on an individual's other calendars can result in an uneven distribution of appointments among usersQuestion: Can buffer settings on an individual's other calendars affect the booking of appointments in a collective calendar event? Answer: Yes, in a collective calendar event, buffer settings on an individual's other calendars can block available slots that may otherwise appear free due to buffer time occupying those slotsQuestion: What is double buffer? Answer: Double buffering refers to the use of both pre-buffer and post-buffer times before and after an event or appointmentIt means that extra time is added both before and after an event, effectively extending the duration of the bufferThis can result in time slots that appear to be free on the calendar but are not available for booking because the double buffering occupies those time slotsDouble buffering reduces the number of bookable appointments within a given timeframe </s>
<s>[INST] Sales & Use Tax FAQ [/INST] This article pertains to United States customers onlyBack on August 1, 2022 HighLevel Incstarted collecting sales tax on applicable subscription based product salesStarting on January 1, 2023, HighLevel, Incwill be collecting sales tax on applicable usage product sales billed in app via the wallet systemCovered in this article: Jan2024 Update on in-app wallet usage taxation Question: Why is HighLevel charging me Sales & Use tax? Question: Which states are required to collect Sales & Use tax? Question: My company is tax exempt or self-remits sales tax what should I do? Question: I have more questions who can I contact? Question: Why we are applying for a tax exemption for intangible products? Question: In what situation would someone have a sales tax exemption form? Jan2024 Update on in-app wallet usage taxation: Customers with usage product sales < $10k per monthApplicable sales tax will be billed on all usage sales for the month on the 1st of the following monthCustomers with usage product sales > $10k per month: Applicable sales tax will be billed on all usage sales for the 1st to the 15th of the month on the 16th of the monthAnd applicable sales tax will be billed on all usage sales for the 16th to the end of the month on the 1st of the following monthHighLevel requests that its customers complete a new sales tax exemption certificate(s) in order to continue selling to your company on a sales tax-exempt basisComplete the Multistate Tax Commission’s - Uniform Sales & Use Tax Exemption/Resale Certificate or another state-approved exemption certificate before January 29, 2024When completing the exemption certificate(s), please enter HighLevel, Inc as the Name of the SellerOnce you have submitted a valid exemption certificate you will not be required to do so again until the next expiration dateHow can the customer see the details? - The customer will be able to see this information in their Wallet within the AgencyFirst they will need to log into their Agency, then go to Settings, then Billing, then Wallet & TransactionsUnder Detailed Transactions, they will see the transaction: They can click the chevron “>” to get more information: Question: Why is HighLevel charging me Sales & Use tax? Answer: HighLevel has recently completed a Nexus StudyAs a result, some of our products and services are considered taxableThis is a result of the 2018 ruling in South Dakota vWayfair, a landmark Sales & Use tax nexus case which changed the rules on physical and economic nexusQuestion: Which states are required to collect Sales & Use tax? Answer: Here is a quick reference guide https://www.salestaxinstitute.com/resources/ratesSales & Use tax varies between states, please consult your local tax advisor for more infoQuestion: My company is tax exempt or self-remits sales tax what should I do? Answer: HighLevel requests that its customers complete a new sales tax exemption certificate(s) in order to continue selling to your company on a sales tax-exempt basisComplete the Multistate Tax Commission’s - Uniform Sales & Use Tax Exemption/Resale Certificate or another state-approved exemption certificateWhen completing the exemption certificate(s), please enter HighLevel, Inc as the Name of the SellerOnce you have submitted a valid exemption certificate you will not be required to do so again until the next expiration dateIf you have already completed this form or paid use tax, please be sure to send any supporting documentation to Salestax@gohighlevel.com Question: I have more questions who can I contact? Answer: If you have questions about the nature of the tax or its applicability please consult your company’s tax advisor or email your questions to salestax@gohighlevel.comQuestion: Why we are applying for a tax exemption for intangible products? Answer: Sales tax no longer applies only to tangible productsSome of the products HighLevel sells are required to be taxedQuestion: In what situation would someone have a sales tax exemption form? Answer: HighLevel is required to collect sales taxes on some of our products unless you provide us with a resale certificateIf you are not sure if you are a reseller we recommend that you contact your CPA or tax advisor </s>
<s>[INST] Feature Document - Custom Widgets [/INST] More Tutorials from the Community https://youtu.be/I8okfMHp_HU https://youtu.be/qLTkNuzVlcs https://youtu.be/kNLCzVRC4yc https://youtu.be/892cP0cP9ws Prepare to elevate your dashboard game with widget creation that empowers you to seamlessly add and customize widgets on your dashboardWhat's more, we've introduced widget categories to supercharge your widget-finding experienceDive into our treasure trove of predefined widgets across various categories to save time and gain instant insightsEnjoy the flexibility to choose from various chart types and craft custom widgets that cater to your unique needsAnd with our intuitive edit mode, managing your dashboard has never been easierExperience a whole new level of control and personalization to supercharge your workflow! TABLE OF CONTENTS Feature 1 - Widgets Feature 2 - Customizing Widgets Feature 3 - Edit Mode Use case for different widgets Feature 1 - Widgets Widgets are customizable data visualization tools that empower users to efficiently analyze and present their data, enhancing insights and reporting capabilitiesWidgets can be added by clicking on "Add Widget" button on the top right cornerWidget Categories included: Contacts - Contact widgets help you manage and analyze new leads efficientlyAppointments - Appointment widgets assist in tracking and optimizing meetings with your team and customersOpportunity - Opportunity widgets provide insights into deal status and monetary valueCalls - Detailed insights about your call activities General widgets - General widgets offer predefined data and performance reports for various platformsChart types supported: Numeric/Count Donut Charts - The numeric value shown inside the donut chart changes as per the metric selected (example - avg or max) Line charts Bar charts Horizontal Bar charts Tables Metrics Supported: Sum Min Max Avg Count Feature 2 - Customizing Widgets Users can enhance widgets with their customizations, definitions, and filters to gain deeper insightsWidget configuration options: Title : Change the widget's title according to your conditionsA clear title makes it easier for you and your team to understandMetrics : Switch data points for your widget Group : Define how your results are grouped in a Donut chartView by : Pick the secondary dimension for line, bar and horizontal bar chart types Breakdown : Modify the frequency of the time periodDate Property : Adjust the date property for fetching results(for example Created Date or Updated Date) Date Range Override : Override the date range for the widget for the selected date property(by default, it uses the global date range from the dashboard)Order : Alter the order of results (ascending or descending)Limit : Set a limit to simplify the displayed resultsWidget condition operators: Is : Choose a single option Is not : Exclude a single option Is one of : Select multiple options Is none of : Exclude multiple options Is empty Is not empty Is all of: Include multiple options in AND condition Read more on how to add these customizations here Feature 3 - Edit Mode In edit mode, you can effortlessly rearrange widgets, edit them, and reposition them to create a personalized dashboard that perfectly suits your workflowConversation Widgets More Tutorials from the Community https://youtu.be/F9JzAC56Tqw https://youtu.be/Bce8lX1x6ic?si=q_In-Y369v2gD_2q https://youtu.be/OMA_hm2im6Q Use case for different widgets Contact Widgets: Contact Count: Use this widget to get a quick overview of the total number of contacts for your entire teamGreat for tracking overall growthContact Count (Logged in user): If you want to focus on contacts assigned to you, use this widgetIt helps you see how many contacts you are personally responsible forContacts by Tags: If you've categorized your contacts with tags (e.g., "Hot Leads," "New Prospects"), this widget lets you see how your contacts are distributed by these tagsContacts by Activity: Monitor the number of contacts with specific activities within a defined time periodUseful for tracking engagementContacts by Type: Categorize your contacts by type and visualize how they are distributed with this widgetContacts by Assigned User: If you have a team managing different contacts, use this widget to see how contacts are mapped to various team membersContacts by Company Name: Get insights into your contacts by looking at how they are distributed among different company namesContacts with Email: Easily track the count of contacts with email addressesContacts without Emails: Keep tabs on the count of contacts without email addressesContacts with Phone Numbers: Monitor the count of contacts with phone numbersContacts without Phone Numbers: Stay informed about the count of contacts without phone numbersTotal Contacts Count (Till Date): Get a snapshot of the total number of contacts created till dateTotal Contacts Count (This Month): Keep track of the total number of contacts created this monthContacts Count (Logged in User): Specifically, count the contacts associated with the logged-in userAppointment Widgets: Appointment Count: Use this widget to track the total number of appointmentsYou can group the count by status or assignee, depending on what you want to focus onAppointment Count over a Date Range: Monitor appointment numbers within a specific time periodGroup them by status or assignee for deeper insightsAppointment Counts by Status: Visualize how your appointments are distributed by their status (e.g., "Confirmed," "No Show")Booked Appointments: Keep an eye on the number of booked appointments for a selected date rangeConfirmed Appointments: Track the number of confirmed appointments for a specific time frameShowed Appointments: Monitor the number of appointments where customers showed upNo Show Appointments: Find out how many appointments resulted in a "No Show." Cancelled Appointments: Keep track of cancelled and invalid appointments within a specified date rangeNo Show Rate Over Time: Observe the trend in "No Show" appointments over timeUpcoming Appointments (Week): Plan for the week ahead by checking the total number of appointments scheduledUpcoming Appointment (Logged in User): Focus on your upcoming appointments specificallyPast Month Created Appointments: Review the total number of appointments created in the past monthPast Month Created Appointments (Logged in User): Track appointments created by the logged-in user over the past monthUpcoming Appointments (Logged in User): Stay on top of your schedule with the number of upcoming appointments tailored for the logged-in userUpcoming Appointments for Next Week: Plan ahead with the total number of upcoming appointments for the next week, including both confirmed and not confirmed bookingsPast Month Created Appointments: Review your past month's activity with the total count of appointments createdPast Month Created Appointments (Logged in User): Drill down into your personal statistics with the total appointments created in the past month for the logged-in userThese widgets help you stay organized and make data-driven decisions about your appointmentsOpportunity Widgets: Opened Opportunities: Use this widget to see how many opportunities are currently openHelpful for real-time trackingWon Opportunities: Keep a record of opportunities you've successfully closed as dealsLost Opportunities: Monitor opportunities that did not convert into dealsAbandoned Opportunities: Keep an eye on opportunities that were left without actionOpportunity Count: Get an overview of your total opportunitiesOpportunity Counts Over Time: Visualize how opportunities have been distributed over different time periodsOpportunity Revenue Over Time: Track the revenue generated by opportunities over timeOpportunity Counts by Status: Categorize your opportunities by status (e.g., "In Progress," "Closed")Opened Opportunity Value: Understand the monetary value of opportunities currently in progressLost Opportunity Value: See the value of opportunities that were lostAbandoned Opportunity Value: Monitor the monetary value of abandoned opportunitiesWon Opportunity Value: Keep track of the monetary value of opportunities that converted into dealsTotal Opportunity Value: Get an overview of the cumulative monetary value of all opportunitiesCall Widgets: Incoming Calls by Status: Grouped count of incoming calls based on their statusOutgoing Calls by Status: Grouped count of outgoing calls based on their statusIncoming Calls Total Call Duration: The total duration of all incoming callsOutgoing Calls Total Call Duration: The total duration of all outgoing callsIncoming Calls AvgCall Duration: The average duration of all incoming callsOutgoing Calls AvgCall Duration: The average duration of all outgoing callsTotal Calls Placed by Call Attendee: Total outgoing calls grouped by the user who made the callIncoming Calls AvgCall Duration by Call Attendee: Average duration of incoming calls grouped by the user who attended the callOutgoing Calls AvgCall Duration by Call Attendee: Average duration of outgoing calls grouped by the user who made the callFirst Time Call by Status: Count of incoming calls received for the first time, grouped by statusFirst Time Call Avg Duration: Average duration of incoming calls received for the first timeFirst Time Call Avg Duration by Call Attendee: Average duration of first-time incoming calls grouped by the user who attended the callFirst Time Call Total Duration: The total duration of incoming calls received for the first timeNote: The term 'Call attendee' refers to the team member who participated in the call, either by making or receiving the call from the customerConversation Widgets: Total Unread Conversations: Shows the number of conversations that have not been read yetTotal Unread Conversations today: Displays the number of unread conversations where the last message was received todayTotal Unread Conversations by Channel: Shows the distribution of unread conversations based on the channel type of the customer's last message (e.g., email, SMS, etc.)Unread Conversations by Assignee: Indicates the number of unread conversations assigned to team membersUnread Conversations (logged in user): Displays the number of unread conversations for the logged-in userConversations Distribution by Assignee: Shows the number of conversations assigned to team membersAssigned Conversations (logged in user): Indicates the number of conversations assigned to the logged-in userTotal Unassigned Conversations: Displays the number of conversations not yet assigned to any team memberUnassigned Conversations by Channel: Shows unassigned conversations initiated by customers across different channels, considering the channel of the last message from the customerNew Conversations started (This Week): Indicates the number of conversations started in the current weekGeneral Widgets: Opportunity Status: Visualize the status of your opportunitiesOpportunity Value: Understand the total value of opportunities, categorized by statusConversion Rate: Track the conversion rate and revenue generated by won opportunitiesFunnel: Get a detailed view of your sales funnel and conversion rates at each stageStages Distribution: Understand how opportunities are distributed among different stagesTasks: Monitor all tasks added and the team member it is assigned toManual Actions: Keep track of manual actions, such as SMS and phone calls, in your campaignsLead Source Report: Get an overview of total leads by sourceGoogle Analytics Count: Track the number of total views in your Google Analytics reportGoogle Analytics Chart: Get insights into the number of total views and interactions on your websiteGoogle Business Profile: Monitor your Google Business Profile metricsFacebook Ads Report: Keep an eye on clicks, spending, CTR, and CPC for Facebook adsGoogle Ads Report: Track clicks, spending, CTR, and CPC for Google adsNote: Wondering which plan unlocks the customizable Dashboard? It's currently available exclusively for the $497 plan and beyondIf you're on the $97 or $297 plan, we recommend leveling up to unlock this feature </s>
<s>[INST] How to set up Google Ad Reporting [/INST] Google Ad reporting provides live reporting and analysis for your client's digital ad campaignsHere are a few must-have setup guidelines for Google Ad ReportingCovered in this article: Step 1 - Choose the correct Google Ad Account in Integrations Step 2 - Select the correct MCC Account Id and Client Account ID Step 3 - Add the UTM Template to the Google Ad Account Example Step 4: Adding Script for Precautionary Measures (See Help Doc) Here are some important things to keep in mind: Step 1 - Choose the correct Google Ad Account in Integrations The user who has the connected google account should have the maximum permissions as a user (administrator) or google ad account manager accessStep 2 - Select the correct MCC Account Id and Client Account ID MCC account stands for My Client Centre, it is also commonly known as Google Ads Manager Account, managing multiple clients' Google Ad accountsMCC id is present in the top right cornerClient Account id is present on clicking the help section Step 3 - Add the UTM Template to the Google Ad Account The UTM tracking template can be added to three placesIt can be added at Account Settings, Campaign Settings, or ad group levelWe would recommend adding the UTM Template at Account level SettingsUTM Tracking Template (Copy this) {lpurl}?utm_source=adwords&utm_medium={adname}&utm_campaign={campaignname}&utm_content={adgroupname}&utm_keyword={keyword}&utm_matchtype={matchtype}&campaign_id={campaignid}&ad_group_id={adgroupid}&ad_id={creative} How it works Tracking templates must include a ValueTrack parameter that inserts your final URL, like {lpurl}Once your ad is clicked, these parameters will insert your final URLIf you don’t include a URL insertion parameter in your tracking template, your landing page URL will breakIf you want to add more than one ValueTrack parameter to a single URL, simply append them together in your URL using an ampersand (&), like this: {lpurl}?matchtype={matchtype}&device={device}Set up or edit a tracking template with ValueTrack parameters at the campaign, Ad group, and or Ads and Extension level - Follow this article Example Final URL: http://example.com Tracking template: {lpurl}?utm_source=adwords&utm_medium={adname}&utm_campaign={campaignname}&utm_content={adgroupname}&utm_keyword={keyword}&utm_matchtype={matchtype}&campaign_id={campaignid}&ad_group_id={adgroupid}&ad_id={creative} Landing page URL after clicking ads: {lpurl}?utm_source=adwords&utm_medium=black_friday&utm_campaign=blackday10&utm_content=marketingbanner&utm_keyword=getdiscounteddeal&utm_matchtype=e&campaign_id=12345&ad_group_id=2394984903&ad_id=93844980940&gclid=84843ewhfb834nedhj4u49 Go to Your Google Ads Account > Account Settings > Tracking (See image below) Paste the Tracking Template URL from above in the "Tracking template" field belowPlease Note: - After adding the tracking template, please run a test and you will see that the majority of the campaigns should show that the landing page is foundIf there are any errors, please rectify them if they are active campaigns- Earlier, UTM Source was used as Google (utm_source=google)Although it has been depreciated it is the ad blocker used to identify the URL and stripped of the UTM parametersStep 4: Adding Script for Precautionary Measures (See Help Doc) The script is a simple example of how you would set up the Google AdPrecautionary tracking codeThe script acts as a fail-safe if the UTM template fails in capturing the attribution dataIt will track all clicks on a particular link and send it to Google AnalyticsThe only thing that needs to be changed in this script is the URL for the tracking page, which should match the one used by your websiteHow to set up Google Ad Precautionary Tracking Script Here are some important things to keep in mind: 1Campaign names, Ads, and Ad-set need to be unique2The name parameters can’t be changed during the lifetime of the campaign / Ad-set / AdIf the name has to be changed, then create a new campaign / Ad-set / Ad to avoid any issues3If you decide to change the name of the campaign / Ad-set / Ad and choose NOT to create a new campaign, then data in the CRM will keep referring to the original/ first campaign[Google Ad provides the old name in the parameter and skews your campaign reporting] 4You will find an Objectives dropdown on the top left , Its purpose is to help define what objective the company had for this Ad campaign when creating it </s>
<s>[INST] How to setup Multi tier commissions for your Affiliate Campaigns [/INST] Multi-tier commissions, also known as multi-level marketing (MLM), are a popular commission structure in affiliate marketing programsOur platform supports up to 7 tiers of commissions, enabling you to reward parent affiliates for sales generated by their sub-affiliatesThis incentivizes affiliates to expand their network, increase their reach, and earn passive incomeIn multi-tier commission structures, affiliates earn commissions not only on their own sales but also on the sales made by their sub-affiliatesWith our platform, you have the flexibility to customize commission structures for each tier of your affiliate programYou can set fixed rates or percentages based on the total sale value, allowing you to compensate affiliates while maintaining profitabilityTABLE OF CONTENTS How do multi-tier commissions work Step 1: Create a new affiliate campaign Step 2: Enable multi-tier commissions Step 3: Configure tier-specific commissions Step 4: Review and confirm Additional settings Step 5: Publish your campaign How do multi-tier commissions work In a multi-tier commission structure, you can assign a commission to each tier in the campaign so that each affiliate benefits from the sales of their sub-affiliatesThe percentages provided in the following example are meant to serve as an illustrationCommission (1st tier): 20% 2nd tier: 10% 3rd tier: 5% 4th tier: 3% 5th tier: 2% The commission rates would be fairly straightforward if you had a setup like thisAs a result of making the sale, the first tier gets the majority of the commissionsAs the percentage trickles “up,” it reaches the parent affiliate, then the grandparent, and so onFor example: If A is a referrer of a $100 sale, then: A gets $20 (1st tier commission) B gets $10 (2nd tier commission) C gets $5 (3rd tier commission) D gets $3 (4th tier commission) E gets $2 (5th tier commission) For this sale, you would pay your affiliates $40 (20+10+5+3+2)Our platform simplifies the process of managing multi-tier commissions, providing transparency and efficiency in your affiliate programWith our robust features, you can track commissions accurately and reward affiliates for their contributions effectivelyStep 1: Create a new affiliate campaign To learn more about the process check out our detailed guide here Step 2: Enable multi-tier commissions In step 2 of the process, click on Advance Commissions settings to enable multi tier commissions Choose the number of tiers you wantStep 3: Configure tier-specific commissions Set default or product-based commissions for each tier to incentivize affiliates at different tiersStep 4: Review and confirm Additional settings Step 5: Publish your campaign </s>
<s>[INST] Text Formatter - How to format text the way you want [/INST] More Tutorials from the Community https://youtu.be/9in6dO8jEJ8 https://youtu.be/3PiU8g9K04Y https://youtu.be/51rx49XK7tk https://youtu.be/6ovRBVv_lJs In this Article What is Text Formatter Workflow Action? What are different types of Text Formatters and what are the use cases? How to use the Text Formatter Action? 1What is the Text Formatter Workflow Action? Sometimes it happens you have the data in a certain format and you need to change it or extract some details from itSometimes getting the data in the right format needs a bit of help, which is where Text Formatter comes inThis is a free to use action that tweaks your data to get it working the way you need2What are different types of Text Formatters and what are the use cases? Upper Case: Converts all characters in the text to uppercase Transforming user input to uppercase for standardized dataEnsuring consistency in capitalization for output messagesLower Case: Converts text to lowercaseStandardising text for case-insensitive comparisonsLowercasing user-provided content for uniformityTitle Case: Converts text to title case (capitalizes the first letter of each word)Enhancing the presentation of titles and headingsImproving the readability of specific contentCapitalize: Capitalizes the first letter of the textEnsuring proper capitalization for names and titlesEnhancing the visual appeal of specific contentDefault Value: Return the default value if the text is empty, if text is present then return the textProviding fallback content for missing dataEnsuring a consistent response even with incomplete informationTrim: Shortens the text to a specified lengthUse the Trim action to enforce character limits on user-generated content, ensuring concise and well-structured input within specified constraints Employ the Trim action to generate brief preview snippets of longer texts, such as article summaries or teaser content, maintaining a consistent formatTrim Whitespaces: Remove whitespace from the beginning and end of text.Enhancing the readability of text with proper spacingImproving the format of user-generated contentReplace Text: Replaces occurrences of specified text with a new valueUpdating outdated information within the textCustomizing template-based content with dynamic valuesFind: Locates the first occurrence of a specific text pattern within the text and returns its positionIdentifying specific keywords or phrases in user-generated contentExtracting relevant information based on keywords found within textLength: Provides the character count of the textEnforcing character limits for user-generated contentAnalyzing the length of dynamically generated textExtract URL: Extracts the first URL from the textCollecting and validating URLs from user inputGenerating a list of embedded URLs within contentExtract Email: Extracts the first email address from the textValidating and organizing email addresses from various sourcesAutomatically extracting contact information from textWord Count: Provides the count of words in the textMonitoring and limiting the word count in user-generated contentAnalyzing the complexity of textual information based on word countRemove HTML Tags: Strips HTML tags from the textCleaning up HTML content for plain text representationEnsuring proper rendering of text in non-HTML contextsSplit: Splits the text into multiple segments based on a specified delimiterBreaking down comma-separated values into individual elementsExtracting keywords or phrases from a delimited list3How to use Text Formatter action? Click on the "+" icon to add an actionYou can find the Text Formatter in Internal Tools category or directly search for the action in the search barSelect the text formatter action and choose from the exhaustive list of Action TypesTrim Action Type - Select the input text you want to trimThen select the length to which you want to trim the textThese are the mandatory fieldsYou also have the option to skip characters from beginning, selecting this will remove the number of characters entered in the field from the beginning of the textAlso there is a toggle to add an Ellipsis to the end of the textSplit Action Type - For split action, select the input data that you want to splitEnter the "Separator"The last step is to select which segment of the text you want returned, you can select from First, Second, Last and Second Last </s>
<s>[INST] How to Delete a Sub-Account/Locations [/INST] To delete a Sub-account (formerly called Locations) Please head into 'Agency view' > Click on the "Sub-accounts" Tab in the left navigation menu > Click on 3 Dots > Click 'Manage client' > Cick Actions & select 'Delete' from the dropdown > Complete prompts to Delete </s>
<s>[INST] Zapier [/INST] Note: The HighLevel Zapier integration is now listed in Zapier as "LeadConnector". Please note: In this video around the 4:10-4:15 mins mark, I said "new agency account" by mistake. I meant new subaccount for your agency. The "add account" option (2:35secs) has been removed from LeadConnector. To create subaccounts via API please see this guide </s>
<s>[INST] How to set up Workflow Goal Events [/INST] Have you ever thought about how great it would be if contacts who meet a certain condition or a goal event within a workflow could automatically move to a specific step within a workflow without going through the previous steps? Well, now you can with the Workflow Goal Events ActionThis article will cover Goal Events and how and when to use themPlease Note: For version 1, we restricted Goal Event filters to email events, adding or removing tags, trigger link clicks and appointment status onlyWe plan to add more goals events in the future, such as forms submissions, etcAlso currently we are restricting to ONE Goal Event per workflowCovered in this Article: How to set up Goal Events in workflows What are Goal Events? How do Goal Events work? What happens if the contact reaches a Goal Event without meeting its conditions? What Goal Events are currently supported 1Received an Email Event: Usage Cases: FAQs: 2Clicked a Trigger Link: Usage Cases: FAQs: 3Contact Tags (Add & Remove): Usage Cases: FAQs: 4Appointment Status: Usage Cases: FAQs Why would you want to use Goal Events? How to set up Goal Events in workflows Select the Workflow action called Goal Event > Select between "Received email event" ,"Clicked a trigger link." , "Added a Contact Tag" , "Removed a Contact Tag" , and "Appointment Status" What are Goal Events? Goal Events allows you to set a contact Goal for a workflowFrom the moment a contact enters the workflow, the system will "listen" for the specified Goal Event to occur regardless of the contact's stepHow do Goal Events work? Once the contact has met the goal conditions you specified in the action, it will be pulled into the goal step (regardless of where they are in the workflow)Email events, tags, and trigger link clicks are currently supported in workflow Goal ActionPlease check back here as we add more actionsWhat happens if the contact reaches a Goal Event without meeting its conditions? If the Goal event were not reached by the time the contact reached the goal action in your automation, there would be 3 options to select from: 1End this workflow 2Continue Anyway 3Wait until the Goal is met What Goal Events are currently supported 1Received an Email Event: For the "Received email event" filter, make sure to select the events you wish the system to recognizeThere are several options: Clicked Opened Unsubscribed (Mailgun only) Complained Spam Usage Cases: Engagement-Based Marketing: Automatically move contacts to a workflow step designed for engaged users when they open or click on an emailDrip Email Campaigns: Move contacts to the next email in a drip series only after they've opened the previous oneUnsubscription Handling: Trigger a win-back workflow when a contact unsubscribes from your emailsBehavior-Based Personalization: If a contact clicks on a particular type of content in your emails more often (e.g., "Tech Gadgets"), trigger a workflow that sends them more personalized content based on their interestsEvent Registration: If you're promoting an event via email, set a goal for when a contact opens the event invitation and triggers a follow-up workflow to nudge them toward registrationWebinar Follow-up: After sending a webinar replay link via email, trigger a follow-up workflow when a contact opens the email containing the replaySurvey Participation: Send out a survey via email and set a goal for when a contact opens the survey email, triggering a workflow to send them a thank you message or reward for participatingEmail Course Completion: If you're delivering an email course, trigger a workflow that sends a certificate or badge when a contact opens the final course emailDiscount Usage: If you've sent an email with a discount code, set a goal for when a contact opens the discount email, triggering a workflow to remind them to use their discount before it expiresSales Follow-up: For sales teams, if a proposal or quotation is sent via email, set a goal for when the contact opens the email, triggering a follow-up workflow to keep the deal movingFAQs: Can a single email event meet multiple goal events? Yes, a single email event, such as opening an email, can meet multiple goal events if the goals are set for that particular eventWhat if an email event happens outside of business hours? Will it still trigger the goal event? Yes, the system "listens" for the specified email event around the clockThe contact will be moved to the goal step if the goal event is met, even outside business hoursIf a contact opens an email multiple times, will it trigger the goal event each time? No, once a contact meets a particular Email Event Goal, they won't be evaluated for the same goal event again in that workflowWhat happens if an Email Event Goal is set for an email not part of the workflow? The goal event will only be triggered if the contact opens or clicks on the specific email associated with the goal while in the workflowThe goal event cannot be met if the email isn't part of the workflowCan I set up a goal event when a contact does NOT open an email or click a link? Goal events currently support positive conditions, i.e., when a contact takes a certain actionNegative conditions, such as not opening an email, are not currently supported for goal events2Clicked a Trigger Link: For the "Clicked Trigger link," please select the trigger links listed in the dropdown menuIf you have not created a trigger link, please check out this article before continuing: Trigger Links - OverviewUsage Cases: Website Engagement: Move contacts to a workflow step designed for engaged users when they click on a specific link on your websiteSurvey Responses: Use different trigger links for different survey responses, moving the contact to a tailored workflow step based on their responseProduct Interest: Move contacts to a workflow designed to nurture interest in a specific product or service when they click a link related to that productContent Marketing: If you've shared a blog post or a guide, set a goal event for when a contact clicks the link to the content, triggering a follow-up workflow to gauge their interest or gather feedbackWebinar Signups: If promoting a webinar, trigger a follow-up workflow when a contact clicks on the registration linkeCommerce Purchase: If you're an eCommerce business, trigger a post-purchase workflow when a contact clicks on a "Buy Now" or "Add to Cart" linkMembership or Subscription Signups: If you're promoting a membership or subscription, trigger a welcome workflow when a contact clicks the signup linkTrial Activation: For software companies offering a free trial, trigger an onboarding workflow when a contact clicks on the "Activate Trial" linkAffiliate Marketing: If you're an affiliate marketer, trigger a follow-up workflow when a contact clicks on your affiliate linkDownload Confirmation: If you're offering a free resource download, set a goal event for when a contact clicks the download link, triggering a follow-up workflow to engage the contact furtherFAQs: What if a contact clicks the trigger link before they enter the workflow? Will it still trigger the goal event? No, a contact needs to be in the workflow and meet the goal conditions during that time for the Trigger Link Clicked Goal Event to be activatedIf a contact clicks a trigger link multiple times, will it trigger the goal event each time? No, once a contact meets a particular Trigger Link Clicked Goal Event, they won't be evaluated for the same goal event again in that workflowWhat happens if a contact clicks a trigger link but does not meet other conditions for the Goal Event? The contact will not be moved to the Goal Event step unless they meet all conditions set for that goal eventCan a trigger link from any website be used for the Trigger Link Clicked Goal Event? The trigger link needs to be a tracked link from your email marketing or automation platform for the system to detect the click and trigger the Goal EventCan I use the same trigger link for different goal events in the same workflow? Yes, you can use the same trigger link for different goal events, provided each goal event has unique conditions3Contact Tags (Add & Remove): Contact Tag Added — Contact gets pulled to the goal step when a specified tag gets addedContact Tag Removed — Contact gets pulled to the goal step when a specified tag gets removedExample using the Tag Goal action in a workflow: Let's say I am trying to sell a product, and as soon as the product purchase is completed, I want to add the tag “product purchased” to the contactMeanwhile, I want to keep the contact in the nurture workflowAs soon as the "product purchased" tag is added to the contact, I want to stop the workflow and remove the contactThe system already had the capability to do this using a different trigger and workflow, but the addition of the Goal Event Action > Tag function eliminates the requirement for an extra workflowJust add a Goal Step at the end of the workflow with the goal event as - contact tag added - “product purchased." The contact will be pulled into the goal step and continue once the tag is addedIn this case, since it's the last step, we would remove the contactUsage Cases: Sales Funnel Management: Automatically move contacts through different stages in your sales workflow as they progress from "Lead" to "Prospect" to "Negotiation" to "Closed Won"Product Purchase: Use a Goal Event to trigger a post-purchase follow-up or upselling workflow when a "Product Purchased" tag is added to a contactEngagement Level Tracking: Use Tag Goal Events to move contacts between workflows designed for different engagement levels, using tags like "High Engagement" or "Low Engagement"Subscription Status: Trigger different workflows for retention or win-back strategies based on changes in a contact's subscription status, signified by "Subscribed" or "Unsubscribed" tagsBehavioral Segmentation: Use tags to segment your contacts based on behaviors like "Downloaded E-book" or "Attended Webinar" and trigger workflows tailored to these actionsCustomer Satisfaction: Use tags to denote customer satisfaction levels gathered from surveys or feedback forms and trigger workflows for customer retention or damage controlEvent Attendance: Trigger post-event follow-ups or offer special deals to contacts who attended a particular event, tracked by tags like "Attended Event X"Referral Program: If you're running a referral program, add a "Referrer" tag to contacts who refer others and trigger a workflow for special thank you messages or rewardsUpsell/Cross-sell: If a customer purchases a particular product or service, a specific tag could be added that triggers a workflow designed to upsell or cross-sell related products or servicesTrial Users: For software or subscription-based services, add a "Trial User" tag to contacts on a free trial and trigger a workflow designed to convert these trials into paid subscriptionsFAQs: How can I track if a tag was added or removed externally, outside the workflow? Yes, the system "listens" for any changes to a contact's tags, irrespective of where that change comes from, and will trigger the Goal Event accordinglyWhat if I want to change the goal tag after some contacts have already entered the workflow? Changing the goal tag will not affect the contacts already entering the workflowOnly the contacts entering the workflow after the change will be evaluated against the new goal tagCan I use the same tag for different goal events in the same workflow? You can have separate goal events for adding and removing the same tagRemember that contacts will be pulled to the goal step when they meet the goal conditionCan a contact meet the same Tag Goal Event more than once in the same workflow? No, once a contact is pulled to the goal step after meeting a Tag Goal Event, they won't be evaluated for the same goal event again in that workflow unless the tag is removed from the contact and added to it again while the contact is in the same workflowHow can I use tags to track changes in a contact's lifecycle stage and automate the corresponding workflow? You can assign tags corresponding to different lifecycle stages, such as "Lead", "Prospect", and "Customer", and set up goal events in your workflows for these tagsThe system automatically moves contacts to the appropriate step as their stage changes4Appointment Status: For Appointment Status, please select a Calendar from the dropdown menu and then select one or more of the New, Confirmed, and Showed appointment statusesNew — Contact gets pulled to the goal step when the appointment status of the selected calendar changes to "New"Confirmed — Contact gets pulled to the goal step when the appointment status of the selected calendar changes to "Confirmed"Showed — Contact gets pulled to the goal step when the appointment status of the selected calendar changes to "Showed"Usage Cases: Client Onboarding: Suppose you have a workflow for onboarding new clients, and part of that process is scheduling an introductory meetingThe "Confirmed" appointment status can be a goal eventOnce the appointment is confirmed, the contact could skip to the next phase in the onboarding processSales Funnel: In a sales process, you could set up a workflow where a "New" appointment status acts as a goal eventWhen potential customer books an initial consultation, they automatically move further down the sales funnel, bypassing initial engagement or outreach stepsClass or Webinar Sign-ups: A workflow could be set up for an educational platform or webinar host where a "Showed" appointment status for a Class Calendar is the goal eventWhen a student or participant attends a class or webinar (indicating their appointment status as "Showed"), they could be automatically moved to a follow-up step in the workflow, such as receiving additional learning resources or being asked for feedbackProduct Demonstrations: A workflow could be set up for a company offering product demos where a "New" or "Confirmed" appointment status for a demo is a goal eventOnce a customer books or confirms a demo, they could be moved to the next stage in the customer journey, such as receiving preparation materials for the demoHealthcare Appointments: Patient follow-ups could be a workflow in a healthcare settingOnce a patient's appointment status is set to "Showed," indicating they attended their initial appointment, the workflow could move them to a goal step where they receive a follow-up survey or reminder for their next appointmentFitness or Personal Training Sessions: If you run a fitness studio or personal training service, you might set up a workflow where a "Showed" appointment status for a personal training session acts as a goal eventWhen clients attend their session, they could be automatically moved to a step in the workflow where they receive a follow-up email with a workout summary or a discount offer for booking their next sessionReal Estate Showings: A workflow could be set up for a real estate agent where a "Showed" appointment status for a property viewing is a goal eventOnce prospective buyers view a property, they could be moved to a step in the workflow where they receive further details about the property, mortgage information, or other listings they might be interested inCustomer Support or Service Appointments: If your organization provides customer support or services that require appointments, you could set up a workflow where a "Confirmed" or "Showed" appointment status acts as a goal eventWhen customers confirm an appointment or show up for their scheduled service, they could be moved to the next step in the workflow, receiving a customer satisfaction survey or a reminder for their next service appointmentConsulting or Coaching Services: If you're a consultant or coach, a "Confirmed" appointment status for a consulting session could be the goal event in your workflowOnce clients confirm a session, they could be moved to a step where they receive preparatory materials or questions to consider before the sessionInterview Process for HR: In a human resources context, you could have a workflow where a "Showed" appointment status for an interview acts as a goal eventWhen a candidate attends the interview, the workflow could move them to the next step, such as a background check or receiving a feedback survey about the interview processFAQs How does the system handle multiple contacts meeting the Appointment Goal Event simultaneously? The system is designed to handle multiple contacts meeting the goal conditions simultaneouslyEach contact will be moved to the corresponding goal step in the workflow independently of the othersWhat happens if a contact's appointment status changes while they are in the middle of a different step in the workflow? If the change in appointment status matches the conditions for a Goal Event, the system will automatically pull the contact into the goal step, regardless of their current position in the workflowHow can I use Appointment Goal Events to improve my sales or booking process? Appointment Goal Events can help automate and streamline your sales or booking process by moving contacts to appropriate steps based on their actionsFor example, if a contact confirms an appointment, you can automatically move them to a step where they receive preparation materialsCan the Appointment Goal Event handle changes to appointment status made outside of the workflow, like manual updates? Yes, the system will "listen" for the specified Goal Event to occur, regardless of where the change in appointment status comes fromWhether the status is changed by another part of the workflow, an external system, or a manual update, the contact will be moved to the goal step if the conditions are metWhat if an appointment is rescheduled or canceled after a contact has already been moved to the goal step in the workflow? The movement to the goal step is based on the conditions when the Goal Event was detectedIf the appointment status changes after the contact has been moved to the goal step, it will not reverse the actionYou may need to handle such situations with additional workflows or manual interventionsCan I use Appointment Goal Events in conjunction with other types of Goal Events in the same workflow? Yes, you can use multiple types of Goal Events in the same workflowHowever, remember that each Goal Event operates independently, so contacts will be moved to the step associated with each Event as soon as they meet the conditions, regardless of the other Goal EventsWhy would you want to use Goal Events? It will remove the need for any secondary workflows you've created that remove, continues, or ends a workflow for a contact </s>
<s>[INST] Moving numbers to an LC Phone Sub-account from the client's own Twilio account [/INST] Moving numbers to an LC Phone Sub-account from the client's own Twilio account: 1. Please provide the Location ID to our support which you are trying to move the Twilio number(s) to so we can identify the ISV account's Account SID for you 2. Create a support ticket with Twilio support Subject: Moving numbers request 3. CCs: copy and paste this email migration@leadconnectorhq.com click add ( + ) so we can approve your request. Comment: Hi Twilio Support, I would like to move the following phone numbers to a new sub-account - +1 PASTE_TWILIO_NUMBER_HERE Losing sub-account SID - E.g. AC8a0eac4ea7651eba06137bbf1a907df62d < Replace your own Twilio sub-account SID here where the number is currently in Gaining sub-account SID - please contact HighLevel support to get the ISV location's Twilio sub-account SID for you Time-frame: ASAP Please process this request at the earliest because it is business-critical for me Thanks! Product: Phone numbers Business Impact: P2 Degraded - Twilio or your configuration is not functioning properly or intermittently 4. Once all details above are filled out and cc'ed, Click on Submit Click on NO Click on SUBMIT HELP REQUEST </s>
<s>[INST] Using The Go-To Event In Workflows [/INST] The Go-To event allows you to jump contacts from one event to another in Workflows. To use a Go-To step, simply add a Go-To event and then draw a line to where you want the contacts to jump - that's it! </s>
<s>[INST] Common uses cases for Payments and Invoices [/INST] Payments are used to pay for goods or servicesThey can be made by credit card, debit card, bank transfer, cheque, cash, or any other method of paymentInvoices are used to record the amount that has been paid for a product or serviceThe invoice is usually sent with the payment so that it can be tracked as part of the accounting processIn this article we will go over some common or popular use cases for using payments and invoices: Covered in this article: Charging a card while on the phone with a customer without sending an invoice Using invoices for recording manual payments without Stripe Connect Adding ad-hoc products and services to invoices How to add the card processing fee to my invoices Charging a card while on the phone with a customer without sending an invoice Step 1: Create an invoice by selecting the contactIf the contact does not exist, add the contact on the flyStep 2: Add the product that is being sold, if the product is not listed in the dropdown, choose "Add New Item" Step 3: On the invoice builder page, instead of sending the invoice, click on the three dots at the top barClick on "Record Payment" Step 4: On the next modal window, choose "Charge a card" and on the next screen, choose "New Card" if this is a first-time customerStep 5: If this customer has already purchased, then the saved cards section will have the card used beforePlease Note: Customers being charged will not recieve any automated email/text confirmationUsing invoices for recording manual payments without Stripe Connect You can use invoicing solution without stripe connect as wellHowever, to receive any payments done via credit/debit cards, Stripe Connect is neededPlease Note: If you opt to use invoicing without Stripe Connect you will are required to manually record and collect paymentsFor now, recording manual payments without Stripe Connect works only for one-time invoicesStep 1: Navigate to Invoices under Payments Menu on the left sideStep 2: The system will prompt you to add Stripe ConnectPlease close the popupStep 3: Proceed to create the new invoice via the "New" button and choose "New Invoice"Step 4: On the invoice builder page, add the customer details, add the products/services sold, tax info, and discounts if anyOnce you are ready click on the three dots and choose the "Record Payment" option Step 5: Choose "Record Manually" Step 6: The next screen will show options like - Cash, Card, Check, Bank Transfer, and OtherChoose the option that applies and click "Submit" on the next screen Step 7: Now the invoice will be recorded for that customer Please Note: Customers being charged will not recieve any automated email/text confirmationAdding ad-hoc products and services to invoices If you don't have the services or products created in the products area of HighLevel, and you still want to add it to the invoice, you can do so by following the steps given belowStep 1 Create an invoice and Click"Add an Item" Step 2 Choose "New Item" to add an item that is not present in your "Products" Step 3 On the next screen enter the product name and the price nameIf you want to save this for later use, you can select the option "Save for later use"This will save this product/service in your products areaClick on "Add new item" button to add it to the invoice This new item will be added to your invoice and ready to be sent! How to add the card processing fee to my invoices Go to Payments > Tax Settings and add a card processing fee that you would like to add charge as a "tax" Create a new invoice and add the item that you want to charge forClick on Add Tax and select the card processing fee that you configured in the tax settings and click "Save" Once the card processing charge is added, it will show up in the invoice builder like this Here is what the payer would see in the invoice </s>
<s>[INST] Themes in Forms/Surveys [/INST] Themes in the New Form and Survey Builder bring extensive customization options, allowing you to choose from a variety of professionally crafted themes to match your brand's identity. With user-friendly controls and real-time previews, you can easily create visually stunning and responsive forms. These themes streamline the design process, saving you time and ensuring a consistent and professional look across multiple forms. Regular updates to the themes library keep your forms on the cutting edge of aesthetics. TABLE OF CONTENTS How do I find themes in forms and surveys How do I use themes feature ? Quick Overview How do I find themes in forms and surveys Follow the below instructions: Open the form/survey builder Click on styles and option settings Go to themes Tab Select the theme as per your taste How do I use themes feature ? To use the Themes feature in the New Form and Survey Builder, follow these steps: Access Theme Settings: Within the New Builder interface, find the "styles and option settings" section. Choose a Theme: Under the "themes" tab, you can select a theme from the available options that best suits your desired aesthetics. Customize Theme: You can further customize the chosen theme by adjusting color schemes, fonts, and background images to match your brand's visual identity. Preview Your Form: Take advantage of the real-time preview feature to see how your form looks with the selected theme before making it live. By following these steps, you can easily incorporate themes into your forms and surveys, creating a visually engaging and branded interaction with your users. </s>
<s>[INST] How do I check my agency plan? [/INST] To check your agency plan please go to agency level view -> settings Go to billing option in the left menu and your agency plan will be shown like this For example, in this case this agency is on the 497 Pro plan. </s>
<s>[INST] Upgrading and Cancelling SaaS Plans for Clients [/INST] TABLE OF CONTENTS How to allow Customers to upgrade their SAAS plan themselves? How to change the SaaS plan from your end? Finding the Stripe Customer Changing the subscription plan How to allow the client to cancel their subscription? How to cancel SaaS-enabled sub-account yourself? Step 1: Reconcile SaaS Wallet Balance Step 2: Disable SaaS on the Sub-Account from Agency View Step 3: Close Twilio / Mailgun Sub-Accounts - For Clients who're leaving your Agency How to allow Customers to upgrade their SAAS plan themselves? Step-1: Allow your SaaS clients to upgrade their SaaS subscriptions from the company billing pageThis setting is controlled on the Agency SaaS ConfiguratorOnce you mark the checkbox next to Allow clients (sub-accounts) to upgrade to a higher plan, Your SAAS clients will then be able to Upgrade their subscription from within their Account Settings > Company BillingThis will apply this setting to all SAAS accounts that will be created using your SAAS configurator moving forwardStep-2: This setting can also be personalized at a per-client level by Going to the Agency Sidebar > Sub-Accounts > Scroll to the specific client > Click on their name or on Manage Client: Step-3: Please scroll down to subscription details and check to mark the checkbox to Allow them to upgradeThis setting will only apply to this sub account and not all SAAS accounts created using your SAAS configurator moving forwardsub-account, Step-4: Once this checkbox is marked, your client will see a Modify Subscription button below their subscription details in Settings > Company Billing: Step-5: They will then be allowed to choose between the higher-tier plans you have configured in your SAAS configuratorStep-6: Upon choosing their desired plan, they will see a confirmation message which will also allow them to choose between the Monthly and the annual variant of your created plan: Step-7: Clicking on Confirm & Pay will charge them and you can then unlock the features associated with that plan in their accountHow to change the SaaS plan from your end? In this example, we have 3 SaaS plans, Standard, Professional, and PremiumEach higher plan has more features offeredWe have a location on the Standard plan with basic features onlyTo upgrade this location to the Professional plan, we will need to go into our Stripe account and open the customer associated with this locationFinding the Stripe Customer You can search the customer in Stripe using your client's emailHowever, the preferred method is to search for the invoice ID for this location and get the customer ID from thereStep-1: Go into Subaccount Settings > Company Billing and click "View" for any invoice shown in the Billing History Step-2: Copy the invoice number Step-3: Search for the invoice number on Stripe and click on the invoice to open the details Step-4: Click on the customer email shown in the 'Billed to' column on the invoice; it will take you to the customer's profile in Stripe Changing the subscription plan Now that we are in the customer profile on Stripe, we have updated the client's subscription planStep-1: Click on the pencil icon to update the subscription plan Step-2: Remove the current price and add the new plan's price Step-3: Review your changes, prorate changes if you want to adjust the billing difference in the next invoice, and then hit the update button Step-4: On your agency account, go to the Accounts tab > View details for the locationThe plan is now upgraded, BUT you still need to update their accessible features according to the new plan: Step-5: Save the updated feature set for this location, and then you're good to go! How to allow the client to cancel their subscription? SaaS agencies can now allow their SaaS clients to cancel their subscriptionsThis feature is turned off by default because we believe taking cancellation requests and getting an opportunity to save the SaaS client is essential in churn-aversionBut regardless, the decision rests with you now! Agencies can enable this feature by going to their SaaS configuratorStep-1: Mark the checkbox to Allow clients (sub-accounts) to cancel their subscriptions and then hit the Save Changes buttonThis will apply this setting to all SAAS accounts that will be created using your SAAS configurator moving forwardStep-2: This feature can also be controlled at a per-client level by Going to the Agency Sidebar > Sub-Accounts > Scroll to the specific client > Click on their name or on Manage Client Step-3: Once you mark the checkbox to Allow client (sub-account) to cancel their subscription, your clients will be able to cancel their SubscriptionThis setting will only apply to this sub-account and not all SAAS accounts created using your SAAS configurator moving forwardOnce this checkbox is marked, your client will see a Modify Subscription button below their subscription details in Settings > Company Billing: Step-4: Upon clicking Cancel, your client will see the following confirmation popup: Step-5: Once they click on Confirm Cancellation, They will see this message: Step-6: Whenever they try to access that canceled account they will see this message until they reactivate: Step-7: Your clients can reactivate their sub-accounts by clicking the reactivate button if they cancel their subscriptionsAlso, they will have the option to change payment methods if requiredYour client can also reach out to you using the agency's email under company settings if they ever get locked out erroneouslyHow to cancel SaaS-enabled sub-account yourself? Step 1: Reconcile SaaS Wallet Balance If the client has any non-complimentary credits in their wallet, you must refund those in StripeYou can check if the wallet credits are complimentary or non-complimentary by going to Sub-Account Settings > Company Billing > See Details (Transaction History) For more details, please check the article: SaaS Wallet Credit Management Step 2: Disable SaaS on the Sub-Account from Agency View Disable SaaS for this sub-account by going to Agency View > Accounts Tab > View Details Cancel the Stripe subscription if you no longer want to charge the client for the SaaS plan: We recommend exporting all transaction details before disabling SaaS, because once SaaS mode is disabled, all transaction/wallet history will be removedStep 3: Close Twilio / Mailgun Sub-Accounts - For Clients who're leaving your Agency If the sub-account has Twilio or Email (Mailgun), Rebilling is turned on after disabling SaaS; their Twilio / Mailgun sub-account will still be connected in Agency Settings > Twilio / MailgunMake sure you've deleted those connections and closed these sub-accountsStep 4: Remove User from Team Management / Delete the Sub-Account - For Clients who're leaving your Agency This step depends on your choiceIf you want to keep the client's data even after removing them, go to Agency Settings > Team and remove the client's userIf you don't want to keep their data, go to Accounts > View Details, and delete the sub-account </s>
<s>[INST] Social Planner - Image, Video, Content and API limitations [/INST] For a content marketing campaign, knowing exactly what kind of image and video format to post, and how often is absolutely importantHere are the best sizes for sharing images on social media: Image Format Maximum File Size Aspect Ratio Noof Images MultiMedia Facebook Pages PNG JPG GIF 10MB Recommended - need to keep the WidthHeight - 1280 x1080 Minimum 600 x 315 pixels Unlimited Image(s) - Recommend to post 10 Image(s) or less Not Allowed Instagram Business Profile PNG JPG 8MB Square, or between 1.91:1 and 4:5 Landscape: 1080 x 566 pixels Portrait: 1080 x 1350 pixels Square: 1080 x 1080 pixels 10 Image(s) Multimedia format is allowed for carousal- can add image(s) and video(s) togetherLinkedin Profile and Pages PNG JPG GIF 8MB Maximum 6012 pixels x 6012 pixels 9 Image(s) Not Allowed Twitter PNG JPG GIF 5MB Recommended - need to keep the WidthHeight - 1280 x1080 4 Image(s) Not Allowed Tiktok - - - - GMB PNG JPG 5MB Must be greater than WidthHeight - 720720 Maximum WidthHeight - 30003000 1 Image Not Allowed 1Instagram Story Image Format-JPEG Image size-8MB Count-10 image(s) or video(s) Video Format-MOV/MP4 Video Size-100MB Video Duration- min 3sec max 30 sec Video width-1920 px 2Instagram Reels Video Format-MOV/MP4 Video Size-1GB Video Duration- min 3 sec max 15 Minutes Video width-1920 px Video Thumbnail format- all Video Thumbnail size-8MB 3Facebook Reels Video Format-MOV/MP4/webM Video Size-1GB Video Duration- min 3 sec max 90 sec Video width-1080 * 1920 pixels (recommended) Minimum is 540 x 960 pixels Video Thumbnail format- Thumbnail support is not available for Facebook Reels Aspect Ratio - 9:16 Notes 1) Multimedia format - Posting Image(s) and Video(s) together in a single post 2) As you experiment with different kinds of images, only then you'll realize which works best for your brandBy default, these two sizes are impeccable Horizonatal (landscape): 1,024 pixel X 512 pixel Vertical (portrait): 800 pixel x 1,200 pixel Video Format Maximum File Size Duration Aspect Ratio Noof Video MultiMedia Facebook Pages MP4 MOV 1 GB 1 sec - 20 mins Between 16:9 and 9:16 1 Video Not Allowed Instagram Business Profile MP4 MOV 100 MB 3 sec - 60 sec Between 4:5 and 16:9 Video Width - upto 1920 px 10 Video(s) Multimedia format is allowed for carousal- can add image(s) and video(s) together Linkedin Profile and Pages MP4 MOV 200 MB 3 sec - 30 mins Between 1:2.4 and 2.4:1 1 Video Not Allowed Twitter MP4 MOV 512 MB 0.5 sec - 140 sec Between 1:3 and 3:1 1 Video Multimedia format is allowed Tiktok MP4 MOV WEBM 1 GB 3sec - 180 sec 540 pixel resolution Minimum height 360 px and Maximum height 4096 px 1 Video Not Allowed GMB - - - - - Not Allowed Content Length - Content Length Facebook Pages 62000 character Instagram Business Profile Reel Story 2200 character 2200 character 0 character Linkedin Profile and Pages 3000 character Twitter 280 character Tiktok Personal Tiktok Business 150 character 2200 character GMP 1500 character Current Rate Limits based on platforms per active user: Google - 300/min Facebook - 200/hr Instagram - 200/hr TikTok - 15/day Twitter - 100/hr LinkedIn - 150/day OG Meta Tag is available in all platforms except Instagram, Tiktok and Youtube </s>
<s>[INST] Phone Number Settings Explained [/INST] Are you unsure what all the phone number settings are within the CRM? Don't worry - mastering these different settings isn't as difficult as it may seemTo begin, we provide a compilation of helpful documentation regarding purchasing, transferring, hosting, and porting numbers: How to buy a Twilio number for the HighLevel location inside Twilio console? Moving Numbers tool across sub-accounts How to buy a toll-free number? Toll-Free Number Registration for LC - Phone (US/Canada) Porting your telephone number (non-Twilio number) to a location Hosting your US telephone number (non-Twilio number) to a location Covered in this article: Phone number settings explained Number Name Forwarding Number Pass Called Number As Caller ID Enable Call Connect Whisper Message Call Recording Call Timeouts FAQ What is the system's default behavior if the Inbound/outbound call timeout is blank? Phone Number Settings ExplainedNumber Name The internal name for the phone number (maybe it’s ‘main marketing number,’ or maybe you’ll name it after an employee who will get assigned this number) Forwarding Number The phone number to which inbound calls are made to this new number should route (when someone calls the new number we just purchased, the call will be redirected to whatever number we save here)Pass Called Number As Caller ID By default, meaning if we leave this box unchecked, the phone number of whoever is calling gets passed along to show in Caller IdIf we check this box, however, the system will pass the number we just purchased as the Caller ID number, which can be helpful as you’ll always know you’re about to answer a call from this sub-accountEnable Call Connect If this box is not checked, incoming calls will function as normal so that the call immediately connects when you answerIf we check this box, however, you’ll hear a whisper message prompting you to push a button on your phone to accept the incoming callWhy you would want to activate this feature: Throughout the CRM, you can automate off-call statuses such as connected vsnot connected, which enables you to do powerful things like automatically sending a text message back to any inbound calls that go unansweredWe call that the Missed-Call Text-Back, which we’ll learn to set up nextTo execute automation like that, the system needs to know if a call is connected, and often it can get confused by thinking that a voicemail recording is actually a personWhen that happens, the call is categorized as connected even though it really didn’t connect to a humanWe can eliminate the possibility of confusion by checking the checkboxBy checking the box, the receiver of the inbound call must press a key to connectThat way, the system always knows whether or not a call was actually answered by a human, which is why we recommend turning this onWhisper Message The Whisper Message controls the message played to the person who answers the call when the Call-Connect features are enabledSo we would put something like “HighLevel call” or “Call from your agency name, press a key” so that you know you’re about to hop on a call from the system and that you need to press a key to connectCall Recording The ability to turn on call recording is incredibly powerful as we will not only record the calls, but we will also publish the recording right into the conversation stream of each contact, along with all the emails, text messages, Facebook messages, Instagram DMs, and more! If you turn this on, please be aware that most states require that you enter a whisper message here, like “this call will be recorded for quality purposes,” so that the caller is awareCall Timeouts Inbound timeout: The amount of time (in seconds) the system lets the inbound call ring before being dropped or forwarded to a voicemail (personal voicemail or pre-recorded voicemail within the CRM)Scenario 1: If you want the lead to reach your cellphone voicemail, you can leave this field blank or add 60 secsScenario 2: If you want the line to ring and the lead to reach a pre-recorded voicemail set within the CRM, add the inbound call timeout to around 20+/- secondsSetting a short timeout will ensure the line doesn't ring long enough to reach your personal voicemail recordingScenario 3: If you want inbound calls to go straight to the pre-recorded voicemail within the CRM, set the inbound call timeout to 1-4 secondsThis will ensure that the voicemail set within the CRM is usedIf so, you must ensure you have uploaded a voicemail (MP3/WAV file) within the Business Info tab or the assigned users' profile settingsOutbound timeout: The amount of time (in seconds) the system lets the outbound call ring before dropping the callSetting a shorter outbound timeout to 30 +/- seconds will reduce your chances of reaching the customer's/leads voicemailThis is ideal if you run voicemail drop campaigns or your agents have large lists and only want to speak too readily available leadsFAQ What is the system's default behavior if the Inbound/outbound call timeout is blank? The system's default behavior is 60 secs for bothRelevant Docs: Inbound Call Routing - Explained Outbound Calls / Softphone - How It Works Phone numbers for users / Assign Twilio Numbers to Users </s>
<s>[INST] What will be the order of Email Provider we will use to send emails? [/INST] The order of Email Provider we will use to send emails: 1. Sub-account Default Provider (Sub-account view) 2. Email Settings for Locations (Agency view) If no default provider is selected at the location level, it will be using the provider configured in Agency View. https://app.gohighlevel.com/settings/email_services Setting up Mailgun for Locations: You can configure each location with your client's own Mailgun or your mailgun We can use the same Mailgun API and the same domain/subdomain for multiple locations We can use the same Mailgun API and different domains/subdomains for multiple locations We can use the different Mailgun API and domain/subdomain for multiple locations You can also set up a unique domain/subdomain for each location to capture cold inbound emails. Learn more about Cold Email Inbound Setup here. Setting up LC email for Locations: If you add the custom domain at the agency level, it will be used for all sub-accounts until you set up a custom domain at the subaccount level. In that case, it will use the subaccount one as the priority. What is LC - Email? I want to know more How to Migrate My Agency Over to LC - Email How to Set Up a Dedicated Sending Domain (LC Email) How to set up a Dedicated Sending Domain using GoDaddy (LC Email) We have a new download feature for email service settings. This option is especially beneficial for users managing high volume accounts, providing an easier way to handle your email settings: 3. Agency Default provider in Email Services tab (Agency view) https://app.gohighlevel.com/settings/email_services Each new location will inherit the settings based on this configured Mailgun API key. We will also use it to send the email verification code 4. LeadConnector Email If nothing is set up, We will use something similar to this subdomain to send and receive emails. </s>
<s>[INST] Attachments Made Easy in Conversations [/INST] Users can now effortlessly upload large files directly from their devices, providing a new level of flexibility and convenience in file sharing. One of the significant impacts of this feature is that it eliminates the need for cumbersome workarounds. You no longer have to resort to manually compressing files or rely on external file-sharing services. This streamlines the process, saves time, and simplifies the sharing of files, Guide on how to write How-to support docs Option 1: Automatic Media Library Uploads (Email and SMS Composer) Option 2: Attachment Choice Option 3: Interactive Video Thumbnails Option 1: Automatic Media Library Uploads (Email and SMS Composer) Managing attachments has never been easier. With our new feature, users can directly upload large-sized attachments from their devices. What's more, all files in SMS and those exceeding the email attachment limit (20MB) will be seamlessly and automatically uploaded to the media library. These attachments will be added as media library links, simplifying the process and ensuring that nothing gets left behind. Option 2: Attachment Choice With this feature, users now have the freedom to decide whether they want to upload attachments via their device or the media library. Option 3: Interactive Video Thumbnails Emails should engage, captivate, and leave a lasting impact. That's why we've gone a step further by automatically generating gif thumbnails for videos uploaded through the media library. This enhancement makes your emails more visually appealing, interactive, and engaging. </s>
<s>[INST] Failed Post Error in Social Planner [/INST] There are several instances when social posts failHere are all the reasons and solutions to apply to resolve the issuesFailed Message with Solutions Error Code Facebook The Social Account token has expiredPlease reconnect the social accountOAuthException, 102, 109, 463, 467 Facebook There was a temporary error from FacebookGive your browser a hard-refresh to clear your cache and retry in a few minutes1, 2, Unexpected Error Facebook The social account token has expired or the connected account does not have permission to postPlease re-connect the social account via an account that has posting permission3 Facebook LeadConnector app is missingAdd the LeadConnector to your Page or Group10 Facebook The connected account does not have permission to postPlease re-connect the social account via an account that has posting permission200-299 Facebook Post content violates community standards368 Facebook Duplicate post contentPosting duplicate content within 12 hours is prohibited506 Facebook Invalid link in a post1609005 Facebook User checkpointLog into Facebook and confirm that the LeadConnector app has been added to your page/group459 Facebook Password mismatchLog into Facebook and confirm that the LeadConnector app has been added to your page/group460 Facebook Unconfirmed userLog into Facebook and confirm that the LeadConnector app has been added to your page/group464 Facebook Insufficient posting permission or expired tokenReconnect the account and check permissions492 Facebook There was a temporary error from FacebookGive your browser a hard-refresh to clear your cache and retry in a few minutesUnexpected Error Facebook Temporary blockFacebook will make you wait a certain period before restoring your profile's ability to postTemporary Block Instagram File upload timeoutTry attaching a smaller file400 -2207003 Instagram Undefined Instagram issueThis should resolve itself shortly400- 2207001, 2207053 Instagram Post content violates community standards400 - 2207051 Instagram Daily publishing limit reachedFacebook's API only allows for a certain number of posts per day400 - 2207042 Instagram The Social Account token for Instagram has expired, was revoked, or is invalidReconnect Instagram Business account in Social Planner400 - 2207006 Instagram Instagram Account is restrictedMake sure your account is a Business Account400 - 2207050 Instagram Instagram Business Account supports carousel posts with more than 2 images/videos and less than 10 images/videos400 - 2207028 Instagram Maximum Tag limit exceededUse 30 tags or less400 - 2207040 Instagram Insufficient User permissionReconnect this social account via an account that has posting permission400 - 2207005 Linkedin The Social Account token for Linkedin has expired, was revoked, or is invalidReconnect LinkedIn400 or 403 Linkedin Undefined Linkedin issueThis should resolve itself shortly404, 500, 504 Linkedin Duplicate post contentPosting duplicate content within 12 hours is prohibited422 Linkedin The required field is not present or the post copy is large422 Linkedin The connected account does not have permission to postPlease re-connect the social account via an account that has posting permission400 Linkedin There was a temporary error from LinkedinGive your browser a hard-refresh to clear your cache and retry in a few minutes409 GMB Missing ValueComplete your Google Business Profile setup and reconnect in Social PlannerMISSING_VALUE, INVALID_VALUE GMB Post character limit exceededReduce the number of words in the post copyVALUE_OUTSIDE_ALLOWED_RANGE GMB The Social Account token has expiredReconnect social accountOPERATION_EXECUTION_ERROR, EXPIRED_VALUE GMB The media upload failedPHOTO_FETCH_FAILED, PHOTO_UPLOAD_FAILED GMB Social Account operation is not supported due to account conditionsOPERATION_UNSUPPORTED_ UNDER_ACCOUNT_CONDITION GMB Local Post API disabledThis usually happens when the location is part of a chainLOCATION_DISABLED_FOR _LOCAL_POST_API </s>
<s>[INST] What is the file size limit of an attachment to an SMS or an Email? [/INST] SMS carriers and Email Providers have attachment file size limitations to prevent deliverability issues and to make sure that their servers are not overloaded with hefty file sizes while millions of people around the world use their services to send SMS and EmailsCovered in this Article: SMS Email FAQs: Can I send mp4 files via SMS? Can you bypass these maximum email size limits? SMS To send attachments, your Twilio phone number should be MMS enabledWe support up to 10 attachments, as long as the total size of the message body text and all attachments is less than 5 MBCarriers also have limitsThe average is 300kb-600kb and can go up to 3.5MB for tier 1 providers (AT&T/Verizon, etc.) Here are the Carrier Attachment Size limits for some common US Carriers: The file sizes above will generally be passed along to the wireless carriersHowever, due to differences in handsets, file types, and transcoding, we recommend you send attachments no larger than 500KB to ensure the best chance of deliveryThese image file types are supported: jpeg png gif Please Note: As of May 2021, there is an issue with Toll-Free MMS file size support; for these numbers, you must ensure that any attachments (including images) are 600kb or smallerMore information: https://support.twilio.com/hc/en-us/articles/360018832773-Twilio-Programmable-SMS-Supported-File-Types-and-Size-Limits-for-MMS-Media-Messages Email Mainly for security reasons, all email server providers limit the maximum email size that an email account can receiveOtherwise, if there would be no maximum email size limit, the email server would risk to be bombarded with very large emails, causing it to cease working properlySome free email address providers also enforce commercial limitations on the email size: the free account gets a low maximum email size limit, but you can increase the maximum limit by upgrading to a paid accountIf you send an email that exceeds the maximum email size limit of the recipient’s email provider, your email will bounce off and you will receive an email error back in your Conversations tabUsually, you will receive one of the following error messages: “Attachment size exceeds the allowable limit”; “552: Message size exceeds maximum permitted”; “System Undeliverable, message size exceeds outgoing message size limit”; “The size of the message you are trying to send exceeds the global size limit of the serverThe message was not sent; reduce the message size and try again”Mailgun supports maximum messages size of 25MBHere are attachment sizes for different Email ProvidersFAQs: Can I send mp4 files via SMS? No, we are not able to attach mp4 files as an attachment via SMSIf you record a video in our mobile app, it will generate a link so the contact could click on it to view the videoCan you bypass these maximum email size limits? A simple answer would be: no, you can’t bypass these maximum size limitsHowever, there is a workaround: You can upload the files-to-be-attached to cloud storage servers (like DropBox, Google Drive or SkyDrive) and include the download link in your email </s>
<s>[INST] Automating Opportunities [/INST] Automating opportunities in GoHighLevel is a straightforward process that can be accomplished using the platform's powerful workflow builderFollow these steps to automate your sales processes and streamline your workflow: In this Article: Step 1: Identify Repetitive Tasks Step 2: Design Automated Workflows Step 3: Choose a trigger eventOpportunity triggers Step 4: Add Workflow Actions Step 1: Identify Repetitive Tasks Start by identifying tasks or processes within your sales workflow that are repetitive and time-consumingThese could include tasks such as sending follow-up emails, assigning leads to team members, scheduling appointments, or updating opportunity statusesStep 2: Design Automated Workflows Navigate to the "Automations" section in your GoHighLevel dashboardClick on "Workflows" to access the workflow builderClick on "Create New Workflow" to start building your automated workflowGive your workflow a descriptive name that reflects its purposeStep 3: Choose a trigger eventThis could be an action taken by a lead, such as filling out a form, clicking on a link, or reaching a certain stage in the sales pipelineOpportunity triggers 1Opportunity status changed : Trigger a workflow on the basis of updating an opportunity's statusOpportunities can be filtered on the basis of any of the standard or custom fields linked to that opportunity2Opportunity Created: Triggering workflows on the basis of creation of an opportunityThis trigger can be filtered on the basis of any standard or custom field linked to the opportunity being created3Opportunity Status Changed: Filters opportunities where there has been a change in status 4Stale Opportunities: Filter opportunities where there has been no change for <X> days and these opportunities can also be filtered basis different standard and custom fields5Pipeline Stage Changed: Workflows can be triggered when a pipeline stage is changed and these can also be filtered based on multiple opportunity standard and custom fieldsStep 4: Add Workflow Actions Add actions to the workflow that will be performed automatically when the trigger event and conditions are metThese actions could include sending emails, assigning tasks, updating opportunity statuses, or scheduling appointmentsCurrently there are two opportunity actions: 1Create or Update Opportunity: Allows you to create or update opportunities fields to a new value for the opportunity that gets triggeredYou can update multiple fields like: Pipeline, Pipeline Stage, Opportunity Name, Opportunity Source, and also Opportunity Status along with Lost reason, and many more2Remove Opportunities: Allows you to remove the filtered out opportunity from a certain pipeline3IF/ELSE: You can also fork the workflow basis a certain conditionPlease note you can only use opportunity fields in the filter if you have an opportunity-based trigger in the workflowAll standard and custom fields can be used to filter the branch in this stageStep 5: Test and Refine Once you've created your automated workflow, test it to ensure that it functions as intendedTrigger the workflow using test leads or dummy data, and verify that each action is performed correctlyMonitor the workflow's performance and gather feedback from team members to identify any areas for improvementMake any necessary adjustments or refinements to the workflow based on testing and feedbackStep 6: Activate the Workflow Once you're satisfied with the performance of your automated workflow, activate it to start automating your sales processesGoHighLevel will automatically trigger the workflow whenever the specified conditions are met, ensuring that repetitive tasks are handled efficiently and consistently </s>
<s>[INST] How to Use Conversation AI to Book Appointments [/INST] Introducing the CRM's revolutionary Conversation AIUnlock the potential of our AI-powered automation to elevate your customer interactionsWith our advanced auto-reply feature, currently available in a restricted private beta, you can streamline your responses and ensure prompt engagementAdditionally, our suggestive AI, now released for all users, provides evergreen support, offering intelligent suggestions to enhance your conversationsEmpower your team, save time, and deliver exceptional customer experiences with the CRM's Conversation AIOnly agencies on the $497 and $4970 plans have the option to enable rebilling for Conversation AIPricing for Conversation AI: Pricing: $0.020 per message generation Covered in this Article: What is this feature? Suggestive Mode: Auto-Pilot Mode: Usage Cases: Suggestive Mode: Auto-Pilot Mode (Private Beta): How to enable Conversation AI in your Agency? How to Rebill Conversation AI? How to use Conversation AI? Conversation AI Settings Preferences Off Suggestive Auto-Reply Supported Channels Appointment Booking: Pick a Calendar Conversation flow Customize Bot Responses FAQs Q: Can Conversation AI provide available appointment slots? Q: Is Auto-Pilot Mode accessible to all users? Q: What are the benefits of using Suggestive Mode? Q: Can I use Conversation AI on multiple messaging platforms? Q: How does Conversation AI handle out-of-context responses? What is this feature? The Conversation AI is an advanced feature that leverages AI technologies to enhance customer interactions and automate the appointment booking processIt consists of two primary modes: Suggestive Mode: In this mode, AI generates real-time predictive text suggestions to assist users in responding to customer messagesThe suggestions appear as options, allowing users to either send the AI-suggested message as is, customize it before sending it, or dismiss the suggestionAuto-Pilot Mode: This mode fully automates responses to inbound messages using AI to guide customers toward booking appointmentsIf an inbound message is received, the system waits 2 minutes before calling the GPT API to account for multiple potential messagesPlease note: The availability of the Auto-Pilot mode will be limited to a private beta for now and a select group of users has been shortlisted for testing and feedback purposes., while the Suggestive mode will be accessible for all usersThe system design follows certain conditions for start, sleep, and end states, including manual user intervention, out-of-context responses, and appointment link deliveryIt uses the last 10 conversations or up to an 800-word limit for prompt engineering, ensuring context-sensitive responsesThis feature can be integrated into a variety of live channels, including SMS, Google My Business (GMB), Facebook (FB), and Instagram (IG)It employs advanced usage and pricing models based on message generation while also providing the capability for performance tracking with detailed metricsUsage Cases: Suggestive Mode: Healthcare Clinic: A local healthcare clinic can utilize Conversation AI in suggestive mode to streamline appointment bookingsWhen patients inquire about service details or available appointment slots, the AI responds promptly with relevant information and suggests appropriate responsesThis improves response time and enhances the patient experienceFitness Center: Conversation AI in suggestive mode efficiently handles inquiries and bookings for a fitness center offering various classes and membership plansPotential clients asking about class schedules or membership details receive instant responses from the AI and suggestions for further actionsThe suggestive mode allows staff to quickly respond to queries and provide personalized assistanceRestaurant: Restaurants benefit from Conversation AI in suggestive mode to manage table reservation requestsWhen customers inquire about table availability, the AI responds with available time slots and provides suggestions for bookingAdditionally, the suggestive mode assists staff in promptly responding to unique requests, such as dietary restrictions or special arrangementsAuto-Pilot Mode (Private Beta): Healthcare Clinic: With Conversation AI in auto-pilot mode, a local healthcare clinic can automate responses to inbound messages, guiding patients toward booking appointmentsThe AI provides available timings, guides patients in selecting a slot, and sends them a booking linkThis mode reduces manual intervention and ensures a seamless appointment booking processFitness Center: In auto-pilot mode (private beta), Conversation AI automates responses for a fitness centerWhen potential clients message about class schedules or membership plans, the AI guides them toward booking a trial class or membershipThis mode lets staff focus on other tasks while maintaining an efficient customer booking processRestaurant: In auto-pilot mode (private beta), Conversation AI handles restaurant table reservation requestsWhen customers inquire about table availability, the AI provides time slots and directs them to a booking linkThe auto-pilot mode ensures a prompt and streamlined reservation processReal Estate Agency: Conversation AI in auto-pilot mode (private beta) assists real estate agencies in managing property viewing appointmentsWhen potential buyers inquire about properties, the AI autonomously provides relevant property details and available viewing slots, and guides buyers toward scheduling a viewingThis mode simplifies the appointment booking process for agents and potential buyersHow to enable Conversation AI in your Agency? To enable Conversation AI in your agency, follow these steps: Navigate to your agency settings in the left sidebarHead to Company Settings and then scroll down on the rightThere should be an option or checkbox to enable or activate Conversation AIClick this to turn on the featureYou must accept the terms and conditions or acknowledge the costs of enabling this featureOnce you have done that, please click on EnableHow to Rebill Conversation AI? Adjust Rebill Amount: This step is crucial if you plan to rebill your customers for using the AI serviceHead to the SAAS Configurator in your Agency SidebarScroll down on the right to Conversation AIEnter the amount you plan to charge your customers per messageFor instance, if your cost is $0.05 per message and you want to profit, you could charge customers $0.07In this rebilling example, you, as an agency, bear the $0.05/message costYou then charge your customer $0.07/message, 1.4 times your costThis results in a profit of $0.02/messageWith $10, you can generate approximately 145 messagesYou can change the rebilling multiplier for individual SAAS accounts by heading to Sub-Accounts> Scrolling to that sub-account> Manage Client (or clicking on their name.) Scroll down till you see the sub-accounts rebilling management area> Conversation AI: How to use Conversation AI? Conversation AI Settings Before you can get started with using this feature, once you have enabled it in a sub-account, head over to the Settings tab> Conversation AI: Preferences In the "Preferences" section for Conversation AI, you have three distinct modes to choose from: Off This option completely disables Conversation AIYou can edit settings and details, but the AI will not interact with your customersSuggestive Conversation AI assists you within the chat window in this mode by providing suggested responses to customer inquiriesYou can either send these as is, modify them before sending them, or ignore the suggestionsAuto-Reply This mode enables Conversation AI to automatically send messages to your customers, streamlining customer interactions and improving response timeIt operates independently, allowing for seamless communication without manual interventionPlease note that the Auto-Pilot Mode is currently in a private beta phase, and a select group of users has been shortlisted for testing and feedback purposesSupported Channels The "Supported Channels" section allows you to select the platforms where Conversation AI will be activeThe following channels are currently supported: SMS: Enables automated responses to text messages received from your customersFacebook: Let Conversation AI interact with customers through your business's Facebook page or MessengerInstagram: Conversation AI can respond to direct messages from your business's Instagram accountGoogle My Business: Allows Conversation AI to engage with customers who reach out to your business through Google's messaging serviceBy selecting these channels, you ensure that your customers receive prompt, automated responses no matter which platform they use to contact youAppointment Booking: Pick a Calendar In the "Appointment Booking" section, you're asked to pick a calendar from your CRMThe associated scheduling link is automatically selected when you select a specific calendarThis link is then used in the bot's replies for customers to book appointments, enabling seamless integration of your CRM's scheduling capabilities with the Conversation AI's automated customer interactionConversation flow In the "Conversation Flow" section, you can guide the AI bot's dialogue with your customersIt will ask the specified questions before sharing the booking link with the contactThe remaining word count indicates how many more words you can utilize for this dialogue customizationExample flow: "Do you require the services offered by ARNOLD GYM?" "Do you require these services in the locations my business operates in?" "Do you wish to book an appointment?" Customize Bot Responses In the "Customize Bot Responses" section, you can use the "+ Add Q & A" button to incorporate frequently asked questions (FAQs) and their responsesThis trains the bot to handle queries effectivelyFor instance: Question: "What are the operational hours of ARNOLD GYM?" Answer: "ARNOLD GYM operates from 6 AM to 10 PM daily." These settings ensure the AI bot can handle a broad range of customer inquiries and respond accurately, contributing to a smooth user experienceFAQs Q: Can Conversation AI provide available appointment slots? A: Conversation AI, particularly in Auto-Pilot Mode, does not provide available appointment slots directlyInstead, it guides customers to a booking link where they can select their preferred slots from the available optionsQ: Is Auto-Pilot Mode accessible to all users? A: Auto-Pilot Mode is currently in a private beta phase and is accessible to a select group of users who have been shortlisted for testing and feedback purposesIt is not openly accessible to all users at this timeQ: What are the benefits of using Suggestive Mode? Real-time AI-generated suggestions Q: Can I use Conversation AI on multiple messaging platforms? A: Yes, Conversation AI can be integrated into various live channels, including SMS, Google My Business (GMB), Facebook (FB), and Instagram (IG)It allows you to provide AI-powered responses across multiple platformsQ: How does Conversation AI handle out-of-context responses? A: Conversation AI is designed to follow certain conditions for start, sleep, and end states, which includes handling out-of-context responsesThe system uses the last 10 conversations or up to an 800-word limit to ensure context-sensitive responses </s>

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