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<s>[INST] Using SendGrid As The SMTP Provider [/INST] 1. Sign up here: https://signup.sendgrid.com/ 2. Once you are in the location settings Click on Email Services > Add Service > Select Sendgrid from the dropdown If you want to integrate Sendgrid for all locations, you can set this up in the agency view: https://app.gohighlevel.com/settings/email_services 3. Head back to Sendgrid: Click on Settings > API keys > create API Key 4. Type an API Key Name Make sure API Key Permissions is Full Access Click Create & View 5. Copy the highlighted API Key Created 6. Head back to HighLevel's Email Service tab Username: apikey Email: Your Sendgrid Login Email Password: Paste the highlighted copied API Key here Click Save If you see this error "https://sendgrid.com/docs/for-developers/sending-email/sender-identity/" 1. Head back to Sendgrid, make sure 2FA is setup 2. make sure your SendGrid Login email is verified as a single sender here Create a sender here with your Sendgrid Login Email Once it's verified, try integration again by clicking Save again in HighLevel: Woot woot! If you are getting an error when you send a test email in the Conversation click the ⚠️(red triangle) icon to view more details about the error in the conversation 550 The from address does not match a verified Sender Identity. Mail cannot be sent until this error is resolved. Visit https://sendgrid.com/docs/for-developers/sending-email/sender-identity/ to see the Sender Identity requirements When you mask the sender email, make sure the sender email matches with the SMTP integrated email, or make sure th sender email is verified with Sendgrid: https://docs.sendgrid.com/ui/sending-email/senders </s>
<s>[INST] Optimize Experience Features [/INST] The Optimize Experience section of your Agency Settings is where you can control features we use to gather feedback, educate new users, and notify users. By default, these will be enabled so you will need to disable these if you would like to have them turned off. Covered in this article: Where to enable or disable the Optimized Experience What each Optimized Experience includes NPS Surveys Product Guides Daily Updates Beta Features Where to enable or disable the Optimized Experience Head into Agency settings > Click on Company > Scroll down > Toggle each setting you wish to enable or disable What each Optimized Experience includes NPS Surveys NPS Surveys are pop-up surveys that are occasionally used to gather feedback about new features in order to continually improve the app's UI/UX. The surveys are always white-labeled and never mention HighLevel or its branding. Product Guides These are pop-up guides that showcase when new features have been added to the platform. These help clients discover new features and assist with engagement, which increases their experience within the platform- When you click inside the pop-up there will be step-by-step instructions on how to set up or use the new feature! Daily Updates Daily updates are white-labeled email notifications that get sent out to end users notifying them of important things like new reviews so they can reply as quickly as possible. These updates will evolve into a "daily snapshot report", which will contain information about new reviews, average response time, etc. Beta Features Early access to major feature upgrades across all accounts. Experiment with our latest and greatest features before they’re available to everyone. </s>
<s>[INST] How To Automatically Add Email Addresses & Phone Numbers From FB Chat Into Contact Record [/INST] When a Facebook message is initiated, HighLevel will automatically create a contact with the name we receive from Facebook. If the contact enters an email address into the chat, HighLevel will automatically store that in the email field of that contact. It works for Phone Numbers too! </s>
<s>[INST] Reserve With Google Webinar - Generate Bookings For Clients Right From Google! [/INST] Downloadable Slides Below: </s>
<s>[INST] Paid Groups [/INST] The new feature inside Communities, Paid Groups, introduces the capability to monetize both Public and Private Communities on the platformAdmins and owners can now charge their users to access the content and features of the Community groupIn This Article Private and Public Groups One-Time Payment Recurring Subscription Group Access Notifications Cancellations and Refunds Private and Public Groups From the "Settings" button within a Community, admins and owners can choose whether they want to set up their group as Public / PrivateOne-Time Payment One-time payment type will give members an unlimited access of the group after the payment and once they have group accessTo set up one-time payment follow the below steps: Log into the Community Go to "Settings" > "Subscriptions" Click on "Add new price": Specify the Amount, Type as one-time Click "Add" and then "Save" to create the paid group with One-time Payment Note: to test a payment, turn on the Test Mode Once saved, the group description will reflect the same information to members who want to join Recurring Subscription Recurring subscription type will give members a limited access of the group after the payment and once they have group accessTo set up the recurring subscription, follow the below steps: Log into the Community Go to "Settings" > "Subscriptions" Click on "Add new price": Specify the Amount, Type as Recurring, Trial Days (if any), Billing Period as Monthly or Annually Click "Add" and then "Save" to create the paid group with Recurring Subscription Additionally, to test a payment, turn on the Test Mode Once saved, the group description will reflect the same information to members who want to join Group Access To grant access after receiving the payment: Once the payment is made, admins and owners need to follow the same process of providing access to members for Private Groups (Go to People Tab > Click on the Filter > Requested > Accept or Deny Membership) For Public Groups, once the payment is made the user signs up and becomes a member right after Notifications All admins and owners receive email notification about the payment made by a user with all the details, to join the group and subsequently to request membership (as per group type) Similarly, the users also receive a payment confirmation with all the details about their payment Once their membership is approved by admin or ownerThey are further notified about their membership and access of the group Cancellations and Refunds What happens when a member cancels their subscription from the GHL Payments screen? When a user cancels their subscription from the GHL Payments screen, several actions are initiated: - The user will receive a cancellation confirmation email- Admins and Owners of the group associated with the subscription will receive a cancellation received email- The user will be automatically removed from the groupWhat happens when a members cancels their subscription from the Stripe screen? When a user cancels their subscription from the Stripe screen, several actions are initiated: - The user will receive a cancellation confirmation email- Admins and Owners of the group associated with the subscription will receive a cancellation received email- The user will be automatically removed from the groupHow can members get refund for their payments Members can get their refunds from both Stripe or GHL Payment From GHL Refunds can be issued by going to "Payments" > "Transactions" > click the "three dots" icon on the right side of a transaction line item > click "Refund" From Stripe Refunds can also be issued from Stripe via the contact details screen If a user's contact card is deleted and later restored, will the user need to make the payment again? As of the current system functionality, when a user's contact card is accidentally deleted and then restored, the user should be reinstated in the Group without being required to make the payment againWhat are the minimum and maximum charge amounts for different currencies? For minimum and maximum charges, refer to https://stripe.com/docs/currencies </s>
<s>[INST] Adding a widget to the dashboard [/INST] More Tutorials from the Community https://youtu.be/N1fb6vsJCQc https://youtu.be/4a54CmvXt8w%EF%BF%BCdotcomquest1@gmail.com https://youtu.be/xz8fNKZ62MY https://youtu.be/vEa6FSnVDWQ Elevate your dashboard with the dynamic ability to effortlessly add widgets, granting you swift and convenient access to crucial data and vital metricsYour dashboard is about to get a vibrant makeover! TABLE OF CONTENTS Step 1: Click on "Add Widget" button Step 2: Select the widget you want to add Step 3: Save to add the widget Step 4: Save changes Adding Widgets to Your Dashboard - Watch Video Step 1: Click on "Add Widget" button To add a widget to your dashboard, navigate to the Dashboard section and click the "ADD WIDGET" button located in the top-right cornerThis action will automatically reveal the "Add Widgets" section on the right-hand side of the screenStep 2: Select the widget you want to add In the "Add Widgets" section, you can either search or scroll through the available widgets categorised under different categories to select the one you'd like to addYou also have the option to filter the widgets based on chart types from the top menuBy default, the recommended chart type is pre-selected for each widget under the "ALL" filterYou can change this chart type at any timeStep 3: Save to add the widget Customize the widget by changing its title if needed (for more details on customization, refer to "Customizing a widget")After making your selection and customizations, click the "Save" buttonStep 4: Save changes The widget will now be added to your dashboardYou can resize and reposition the widget as desiredDon't forget to click "Save Changes" once you are satisfied with the widget's position and sizeNote: 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 featureCustom dashboards on $497+ plans can be accessed by Agency Admins and Agency usersRead more about managing permissions for dashboards here What's Next: Customizing a widget Edit widgets on the dashboard Removing a widget </s>
<s>[INST] Save, Draft and Publish Funnels and Websites [/INST] Funnels and Websites now has a powerful feature that allows you to effortlessly save drafts and publish various versions of your live funnels and websitesIt's all about giving you more flexibility and control throughout the content creation and publishing journeyTABLE OF CONTENTS Save Drafts Publish Attach Domain from Builder Publish from Versions List Frequently Asked Questions (FAQs) Q: What happens to existing sites with no published version? Q: What happens when you clone or import funnels from snapshots? Q: Is there a limit to the number of versions a page can have? Q: Can I collaborate with different team members using this feature? Q: How do I attach a domain to my funnel or website from the builder? Save Drafts Now, you can create and save drafts of your funnels/websites before publishingThis feature enables a more iterative and collaborative content creation processYour progress is safe, and you can come back to it later without impacting the live siteHow to use: Start creating or editing your content as usualUse the "Save" option to save your work in progress as a new versionPublish Now you can choose which version of your funnel/website to publish to live sitesThis ensures that only the finalized and approved content reaches your audience, minimizing the risk of errors and streamlining the publishing processClick "Publish" to make the chosen version live on your siteNote: Publishing directly without saving will publish all the changes from the last published versionAttach Domain from Builder You can now attach a domain to the funnel when the page is published, even if the funnel is not initially connected to any domainIf a funnel is not connected to any domain, on clicking publish, you will be prompted to attach a domain in the newly introduced domain attach popup in the builderOnce the domain is connected, the version will be publishedPublish from Versions List Access the "Versions" tab to view and manage different versions of your contentSelect any version of the page and publish it directly from the versions section without the need to restore itA new Live tag is displayed in the versions list, indicating the published version being served as the live site versionFrequently Asked Questions (FAQs) Q: What happens to existing sites with no published version? A: Existing pages will work without any changesIf there is no published version (Live) found, the latest version (Current version) will be servedQ: What happens when you clone or import funnels from snapshots? A: These features are not affected by the new feature; they work as expected currentlyQ: Is there a limit to the number of versions a page can have? A: Yes, a page can have a maximum of 30 versionsIf the user saves more drafts, older versions will be deletedIf an older version about to be deleted is the Live version, the next version will be deleted insteadQ: Can I collaborate with different team members using this feature? A: Absolutely! The Save Draft and Publish feature enables collaborative efforts by allowing team members to save drafts and publish changes only when they are readyQ: How do I attach a domain to my funnel or website from the builder? A: If your funnel is not connected to any domain, on clicking publish, you will be prompted to attach a domain in the newly introduced domain attach popup in the builderOnce the domain is connected, the version will be published </s>
<s>[INST] List of campaign use case types for A2P 10DLC registration [/INST] The tables below show campaign use case types that will be available for registration under United States A2P 10DLCPlease note, the current maximum Campaigns per Use Case limits are as follows: 100 for NonProfit and Government Brands 200 for Private and Public Profit Brands For extensive details about A2P 10DLC, deadlines, registration requirements, and more, see What is A2P 10DLC? For fee details, see What pricing and fees are associated with the A2P 10DLC service? Standard Campaign Use Cases The following table contains the list of standard campaign use cases that will be available within US A2P when registration launchesFor details see What is A2P 10DLC? Table 1: List of standard campaign use cases Campaign use case (registered on your Messaging Service) Description 2FA Any authentication or account verification such as OTP Account Notifications Notifications about the status of an account or related to being a part of an account Customer Care Support, account management, and other avenues of customer interaction Delivery Notifications Information about the status of a delivery Fraud Alert Messaging Messaging about potential fraudulent activity such as spending alerts Higher Education Message campaigns from colleges, universities, and other education institutions Marketing Promotional content such as sales and limited time offers Mixed A campaign that covers multiple use cases such as Customer Care and Delivery NotificationsNote - mixed campaigns are likely to have lower throughput and a higher cost per messageNOTE: Low-Volume Brands are eligible for the Low-Volume Mixed use case detailed belowPolling and voting For conducting polling and voting, such as customer surveysNot for political usePublic Service Announcement PSAs to raise audience awareness about a given topic Security Alert Notification of a compromised system (software or hardware related) Special Campaign Use Cases There are some use cases that carriers consider "Special," with additional requirements and (in some cases) different feesThese include Charity / 501(c)(3) Nonprofit, Emergency Services, and Political use cases, among othersLow-Volume Use Cases In addition to the standard "Mixed/Marketing" use case, there is a separate Campaign use case designated as"Low Volume Mixed"– this option supports the same multiple use cases, but has a lower monthly fee than a standard Campaign and is fixed at the lowest throughput tier below, regardless of your Trust Score </s>
<s>[INST] In App Calendar view [/INST] We're dedicated to making your appointment management effortless and efficientOur newly upgraded calendar view brings a host of features designed to simplify your scheduling processHere's what you can expect: In This Article Quick Day View Quick Month View Multi-User Selection Multi-Calendar View Multi-Group View Color Coding for Clarity Annotation Key Added Intuitive Icons Persistent Multi-Select Additional Info on Hover Quick Day View Now view users, calendars, and groups in a convenient side-by-side formatSimply select the Day view to reveal a horizontal list showcasing all selected entitiesFor example, in the user's Day view, a horizontal list of users will be presented, each with their individual day calendar below their respective namesThis empowers users to efficiently identify available time slots and seamlessly compare daily schedulesQuick Month View Navigate seamlessly through future dates with our intuitive month view, ensuring you never miss an important appointmentMulti-User Selection Say goodbye to the hassle of managing users one by oneNow, select multiple users at once and view their appointments in a single glanceMulti-Calendar View Simplify your schedule by choosing different calendars and consolidating all their appointments into one unified displayNo more switching between calendars—everything you need is in one placeMulti-Group View Select multiple groups effortlesslyAll the appointments within these groups will overlay on your calendar, providing a comprehensive overview of your dayColor Coding for Clarity Users: Each user's appointments are color-coded, allowing you to distinguish schedules at a glanceGroups and Calendars: Appointments are displayed in colors based on your customized settings, ensuring easy identificationAnnotation Key Added Added the new annotations key with definitions for users to easily understand different icons and patterns used for events Intuitive Icons Recognize events instantly with our new icons: Persistent Multi-Select Your selected calendars and users are remembered, so when you return, your preferred view is just a click awayAdditional Info on Hover Hover over any appointment for a detailed snapshot, including event type, title, start, and end timesNo need to click—stay informed with a simple hoverOur enhanced calendar features are meticulously designed to save you time and reduce the hassle associated with appointment managementSpend less time navigating schedules and more time focusing on what truly matters—providing exceptional service to your clients </s>
<s>[INST] How to authorize card payments using the old Website builder [/INST] Covered in this Article: How to authorize card payments using the older version of the website builder How Authorization works How to authorize card payments using the older version of the website builder (Version 1) If you are using Version 2 of the Website builder, click here Related article: What's the difference between Version 1 & Version 2 of the page builders How Authorization works: This is not turned on by default and will require a couple of quick extra steps, covered below The system will remove the monetary value placed in the "authorized amount" from the client's bank account before crediting it back laterIf the account does not have the funds during the authorization process, they will not be allowed to continue to the next stepUpon authorization approval, the system will credit back the account for the amount used to authorizeIf you have any "Trial days" attached to the plan, those will kick in as soon as the card is authorizedFunds may take up to 5 business days before being returned to the client's bank account It ONLY works with Subscriptions and Payment plansPlease Note: If you would like to authorize payment before purchase for all your plans, this process will need to be repeated for each plan attached to the payment form1Head into the website and find the step where the order form is placed Click on the "3 dots"2Click on "Products" If you are not seeing any products attached to your page, you will need add them first before continuing2Click on the "Edit" icon This will open the product settingsIn this example, there are two plans (monthly $149 & Annual $1490) where "Authorization" will need to be turned onFirst, we will start with plan 1 (monthly $149), then come back and repeat this process for plan 2 (Annual plan $1490)4Click on Authorize Card 5Type the dollar amount you would like to "authorize" Please Note: Keep in mind the amount you place here will be deducted from the clients accountIf the funds are unavailable they will not be able to proceedIn this example: The system will take "$1" out of the clients account and then refund the "$1" backThe refund process may take up to 5 business days before returning the amount takenOnly works with subscription and payment plans 6Click on "Currency" Enter the currency you wish to use 7Click on USD For this example, we will use USD8Click on Update Make sure to hit "Update", that's it </s>
<s>[INST] Followers [/INST] The ‘Followers’ feature for Contacts and Opportunities allows multiple users to follow and access the same record. This provides you the ability to add up to 10 users as followers who are able to view and edit the CRM record when the "Only Assigned Data" user permission is turned on In This Article Contact Followers Opportunity Follower Contact Followers Followers can be added to contacts on the detailed page of the record. Opportunity Followers Add followers to opportunities in the "Opportunity Details" on the Edit/Add opportunity modal </s>
<s>[INST] How does the Stripe One Time Charge trigger work? [/INST] The Stripe one time charge trigger is always associated with the stripe integration in the Agency Settings! Please note: a card has to be set as default in stripe for OTC to work </s>
<s>[INST] Where and how to configure the Missed Call Text Back feature [/INST] Do you want to avoid missing important calls and potentially losing out on business opportunities? HighLevel offers a convenient missed-call-text-back feature to help you stay on top of your game. This feature can quickly be able and allows you to send a text to missed calls automatically. This will ensure you take advantage of every chance to connect with your prospects or clients when they need you most. In this how-to guide, we'll take you through everything you need to know to set up and use the HighLevel missed-call-text-back feature, so you can streamline your communication and focus on growing your business. Let's get started! Please Note: The missed-call-text-back feature will trigger an SMS notification for every missed call, even if the caller tries multiple times within a brief timeframe. To avoid receiving multiple SMS notifications for missed calls, it is suggested to create and customize the exisiting recipe in workflows and personalize it to manage according to your preference (Try adding a 20+/- min wait step, or filter using tags - 1st call, 2nd call etc). Step-by-step to configuring the Missed Call Text Back feature 1. Click on Sub-Account "Settings" Tab. 2. Within the "Business Profile" tab, scroll down Click on Missed Call Text Back modal and make any changes here you wish </s>
<s>[INST] Workflow Settings - Overview [/INST] The settings for workflow in marketing automation play a crucial role in ensuring effective communication strategiesTheir impact is significant, and they can make or break the effectiveness of an automation systemCovered in this Article How to use Workflow Settings? 1Communication Time Window: How does Specific Time work? Usage Cases for Time Window Setting Frequently Asked Questions for Time Window Setting: Timezone How does Contact Timezone work? Usage Cases for Timezone Settings Sender Email: Usage Cases for Sender Email: Frequently Asked Questions for Sender Email Setting: 2Contact Allow Re-Entry: Usage Cases for Allow Re-Entry Settings: Frequently Asked Questions about Allow Re-Entry Settings: Stop on Response: Usage Cases for Stop-On Response Setting: Frequently Asked Questions about Stop On Response Setting: 3Conversation Management Mark as Read: Usage Cases for Mark as Read Setting: Frequently Asked Questions about Mark as Read Setting: Frequently Asked Questions (FAQs) Q1: Can I use different settings for different workflows? Q2: What if I choose the wrong settings? Q3: Is there a best practice for setting the Time Window? How to use Workflow Settings? Here are the main categories of settings and the specific settings under each category: 1Communication Workflow settings begin with managing communicationTime Window: One such setting is the Time Window, which can be set to 'Any Time' or 'Specific Time.' For instance, when dealing with clients across various time zones, 'Specific Time' ensures messages are sent when most likely to be readHow does Specific Time work? If the Time window is set to "Specific Time," messages will only be sent if they fall within the specified time window; they will wait for the next available window if they are outsideUsage Cases for Time Window Setting Specific Time: Usage Case 1: If you send marketing communications like promotional emails or special offers, setting your workflow to 'Specific Time' can help you send these messages during peak engagement hoursUsage Case 2: If you're sending regular daily or weekly updates, 'Specific Time' can ensure consistency and predictability for your recipientsUsage Case 3: For time-sensitive workflows like flash sales or limited-time offers, 'Specific Time' ensures customers receive the messages at the intended timeFrequently Asked Questions for Time Window Setting: What happens if a message is scheduled outside the set Time Window? If a message is set to be sent outside the specified Time Window, it will not be sent immediatelyInstead, it will wait and be sent at the start of the next Time WindowCan I set different Time Windows for different days of the week? Currently, the Time Window applies uniformly to all days of the weekYou cannot specify different Time Windows for different days within the same workflowIs the Time Window setting based on my or the contact's Timezone? The Time Window follows the Timezone setting you chose in your Workflow Settings: Account Timezone or Contact TimezoneTimezone Account Timezone Contact Timezone In Workflow history you will see an entry for whether an action was undertaken in the Account Timezone or Contact Timezone: How does Account Timezone work? If the Timezone is set to "Account Timezone," then the Wait steps and Time Window executions in the workflow will be processed according to the account timezoneAs a result, contacts will be taken through the wait steps and time window based on the account timezoneHow does Contact Timezone work? If the Timezone is set to "Contact Timezone," then the Wait steps and Time Window executions in the workflow will take each contact's Timezone for executionIf the contact doesn't have a specific timezone, the workflow will use the account timezone by defaultUsage Cases for Timezone Settings Account Timezone: Usage Case 1: If you're a business that operates primarily in one geographical location, setting the workflow to account for Timezone ensures that all your communications are consistent and relevant to your business hoursUsage Case 2: If you're running an event (like a webinar or a live Q&A) scheduled according to your business timezone, setting your workflow to the account timezone ensures that all your participants receive the reminders and follow-ups at the correct timesUsage Case 3: In an internal communication workflow meant for employees of a company that operates in a single timezone, setting the workflow to account for Timezone guarantees that all employees receive the communications as intendedContact Timezone: Usage Case 1: If you're a global business with customers across various time zones, setting your workflow to contact Timezone ensures that your communications are sent conveniently for each customerUsage Case 2: If you're running a drip marketing campaign for a global audience, setting your workflow to contact Timezone ensures that your customers receive the emails at an appropriate time in their Timezone, thereby increasing the likelihood of engagementUsage Case 3: For a personalizing birthday or anniversary messages, setting your workflow to contact Timezone ensures that your customers receive these wishes at the start of their special day, no matter where they are locatedFrequently Asked Questions for Timezone Setting: If a contact has no specific timezone, which will be used? If the Timezone is set to "Contact Timezone" and the contact doesn't have a specific timezone, then the workflow will use the Account Timezone by defaultWhat happens if I change my Account Timezone while a workflow is still running? Any changes made to the Account Timezone won't affect the contacts in workflows that are currently running through those workflowsThe change will only apply to new entries to those workflowsCan I set different time zones for different steps within a workflow? No, the Timezone setting applies to the entire workflow, not individual steps within the workflowSender Email: This allows you to set a default 'From' name and email address for your emailsIt can be overridden by individual email actions in the workflow if neededEmail: You can set a default from name and email address for your emails, although this can be changed by specifying from name and email in the email actionsUsage Cases for Sender Email: Usage Case 1: For customer service-related workflows, setting the sender email to a customer support address can lead to more effective communicationUsage Case 2: In an onboarding workflow, an email from the CEO or a department head adds a personal touchUsage Case 3: If your workflow involves partnerships or affiliates, using a specific sender email aligned to that program can provide clarityFrequently Asked Questions for Sender Email Setting: Can I set different sender emails for different actions within the same workflow? You can override the default sender email by specifying a different 'from' name and 'from' email in individual email actions within the workflowWhat happens if my Sender Email is not verified? If the Sender's Email is not verified, your emails may not be delivered successfullyEnsure your email service provider verifies your Sender EmailCan I use different Sender Emails for different workflows? Yes, you can set different Sender Emails for each workflowThe default Sender Email can be changed in the individual workflow's settings2Contact Allow Re-Entry: This setting determines whether a contact can re-enter the workflow once completed or removedEnabling 'Allow Re-Entry' permits a contact to revisit a workflow, provided they are not currently activeAllows a single contact to re-enter once it has left this workflowIf the contact attempts to re-enter while still enrolled in this workflow, it will get skippedPlease Note: Workflows that utilize an appointment or invoice-based input trigger will permit contacts to enter multiple times, irrespective of the state of the "Allow Re-Entry" settingEven if "Allow Re-Entry" is not activated, these specific input triggers will override the setting and Allow Re-Entry entries of the same contact after they have gone through the workflow or been removed from itThis setting is often misunderstood; it does not permit a contact to re-enter a workflow if the contact is already activeInstead, it allows for the re-enrollment of a contact that has either fully navigated through the workflow or has been manually removedUsage Cases for Allow Re-Entry Settings: Usage Case 1: If you have a recurring annual campaign, like a 'Happy Birthday' or 'Annual Membership Renewal' notification, enabling 'Allow Re-Entry' will allow the contact to re-enter the workflow each yearUsage Case 2: For onboarding new users, if updates are made to the workflow that includes new information or steps, 'Allow Re-Entry' can be beneficialContacts who have completed the workflow can re-enter to experience the updated versionUsage Case 3: If a contact didn't engage with the workflow the first time around (maybe they didn't open your emails or click your links), allowing them to re-enter the workflow gives them a second chance to engage with your contentFrequently Asked Questions about Allow Re-Entry Settings: What happens if a contact is currently in the workflow and the same contact tries to enter again? If 'Allow Re-Entry' is enabled, the contact will not re-enter the workflow if they are currently activeThe setting only allows re-entry after a contact has either completed or been removed from the workflowIf 'Allow Re-Entry' is turned on, will a contact go through the workflow again immediately after they finish? No, the contact will only re-enter the workflow if the entry trigger occurs again after the contact has finished or been removed from the workflowCan I set 'Allow Re-Entry' for specific contacts only? No, 'Allow Re-Entry' is a workflow setting that applies to all contacts for that specific workflowYou might consider creating different workflows if you want different behaviors for different contactsStop on Response: If enabled, ends workflow for a contact if the contact responds to a message that is sent from the workflow This feature allows a workflow to be interrupted and end for contact as soon as they respond to a message sent from the workflowThis setting is handy when further progression in the workflow depends on the recipient's response or when you don't want to overwhelm your contact with further messages after they have replied.handy additional Usage Cases for Stop-On Response Setting: Usage Case 1: Let's say you have a workflow for a customer feedback surveyIf a customer responds to your first survey question via email, enabling 'Stop On Response' would end the workflow for that customer to prevent sending them further survey questionsThis respects their time and avoids potential annoyanceUsage Case 2: If you run a sales campaign and a lead responds positively to your initial outreach email, 'Stop On Response' can halt further automated emailsThis prevents the lead from receiving potentially irrelevant content and allows for a more personalized sales approachUsage Case 3: If a customer responds to your initial troubleshooting email for support ticket workflows, enabling 'Stop On Response' can end the workflowThis prevents the customer from receiving further automated troubleshooting steps that may no longer be necessaryFrequently Asked Questions about Stop On Response Setting: What types of responses will trigger 'Stop On Response'? Any reply from the contact to an SMS, email, GMB Message, Facebook Message, or call sent from the workflow will trigger 'Stop On Response'..' Does 'Stop On Response' end the workflow for all contacts if one contact responds? No, 'Stop On Response' only ends the workflow for the specific contact who respondedIt does not affect other contacts in the workflowCan I resume the workflow for contact after 'Stop On Response' has been triggered? No, once 'Stop On Response' is triggered, the workflow ends for that contactIf you want the contact to go through the workflow again, re-enter them, provided the 'Allow Re-Entry' setting is enabled3Conversation Management Mark as Read: This setting controls whether or not automated messages sent from a workflow are automatically marked as read in the conversation tabBy default, messages sent from a workflow appear as unreadIf the 'Mark as Read' setting is enabled, all outgoing automated messages are automatically marked as read, helping to maintain a clean and organized conversation tabUsage Cases for Mark as Read Setting: Usage Case 1: If a workflow sends out a series of automated messages, such as a multi-step onboarding sequence for new customers, enabling 'Mark as Read' can help keep your conversation tab unclutteredAll outgoing automated messages will be marked as read, preventing them from appearing as unread messagesUsage Case 2: For high-volume workflows, such as those for large marketing campaigns, having 'Mark as Read' enabled can significantly reduce the number of unread messages in your conversation tab, making it easier to track and respond to incoming messages from customers or leadsUsage Case 3: If you're using a workflow to send periodic reminders or updates, such as payment reminders or product updates, enabling 'Mark as Read' means these outgoing automated messages will not clutter your conversation tab with unread messagesFrequently Asked Questions about Mark as Read Setting: Does 'Mark as Read' apply to incoming messages as well? No, 'Mark as Read' applies only to inbound messages from contactsIt does not mark outgoing automated messages sent from the workflow as readIf 'Mark as Read' is enabled, will I still see the messages sent from the workflow in the conversation tab? Yes, enabling 'Mark as Read' does not hide or remove the messages sent from the workflowIt simply marks them as read in the conversation tabCan I choose which types of messages are marked as read with the 'Mark as Read' setting? No, 'Mark as Read' applies to all types of outgoing automated messages from the workflow, including emails, SMS, calls, and voicemailsFrequently Asked Questions (FAQs) Q1: Can I use different settings for different workflows? A: Yes, each workflow can have its settings based on specific requirementsQ2: What if I choose the wrong settings? A: Workflow settings can be updated anytime, so don't worry if you make a mistake or your needs changeHowever, changes will only apply to new entries into the workflow, not contacts already in itQ3: Is there a best practice for setting the Time Window? A: The 'best' setting depends on your audience, campaign, and goalsHowever, it's generally best to send communications when your audience is most likely active </s>
<s>[INST] How to record Pageviews into Google Analytics for Funnels/Websites (GA4) [/INST] This is a step-by-step tutorial on how to set up the GA4 to record Pageviews into Google Analytics for Funnels/Websites. In this article, we will walk you through setting up your funnel/website to record page views into GA4. We are going to assume that you have some basic knowledge of Google Analytics, but if not, we recommend checking out GA4 - Beginner's Guide to Google Analytics Covered in this article: Step 1: Log into Google Analytics Step 2: Go to Admin Settings Step 3: Click on the Create Property and add the name of the property Step 4: Go to Data Stream located within the left menu Step 5: Choose the Web option and add the URL of the funnel/website which you would like to track. Step 6: Add the script (gtag.js) provided inside Google to the Funnel/Website tracking code OR follow the instructions of the Google Tag manager listed below. How to add Google Site Tag (gtag.js) to your Funnel/Website Step 1: Log into Google Analytics Step 2: Go to Admin Settings Step 3: Click on the Create Property and add the name of the property Step 4: Go to Data Stream located within the left menu Step 5: Choose the Web option and add the URL of the funnel/website which you would like to track. Once you have added the stream URL and named your stream, please proceed to click on the "Create Stream" button Step 6: Add the script (gtag.js) provided inside Google to the Funnel/Website tracking code OR follow the instructions of the Google Tag manager given below. How to add Google Site Tag (gtag.js) to your Funnel/Website <head> </s>
<s>[INST] Affiliate Refferal Page - Leads, Customers, Cancelled Statuses [/INST] Introduction Wondering which each customer status means on the referral page of your Affiliate portal or First promoter? This document will explain each status when tracking and following up with your affiliate leadsTABLE OF CONTENTS Introduction Where can I find the Referral page? 1Click on Affiliate Portal 2Click on Referrals at the top of the dashboardYour Referal Categories All This shows all your affiliate customers from every referral categoryLead These are customers that have only completed step one of the free trial sign-upFree / Trial Paying Canceled Where can I find the Referral page? In both First Promoter and the Affiliate Portal click Referrals at the top of the dashboard1Click on Affiliate Portal 2Click on Referrals at the top of the dashboardNote: You can now see the First name of your Refferals in this view as well! Your Referral Categories All Lead Free/Trial Paying Canceled All This shows all your affiliate customers from every referral categoryLead These are customers that have only completed step one of the free trial sign-upFree / Trial These customers have completed the sign-up, and they have active go HighLevel accounts on a free trial These customers will have a status that says Not A customer yetThis means they are in trial and will become a customer when they pay their first subscriptionPaying These are your current active affiliate customers who are paying a HighLevel subscriptionYou are earning a commission on these customers every time they renew their subscription! Note: You will only earn a commission on customers who pay thier subscriptionsIf customers pause, cancel, or request a refund you will not get a commission for those customersCanceled These customers have canceled HighLevel subscriptionsYou are currently not getting a commission on these customersWhen these customers renew their subscription they will switch back to the paying categoryNote: There is a bug where sometimes affiliate customers will cancel a Marketplace Service and the affiliate software will temporarily mark them as “cancelled”As soon as they make their next payment for HighLevel, their account will show as “Active” again in your accountWe are aware of this problem and working on a fixPlease reach out to Support if you need any help clarifying your cancelled customers </s>
<s>[INST] How to connect to your Facebook Group [/INST] Meta is shutting down its Facebook Groups API as of April 22, 2024 and Social Planner will no longer be able to post to Facebook Groups on your behalf------------------------------------------------------------------------------------------------------------------- Social Planner gives you the ability to add all your groups from different Facebook profiles at onceFor Facebook groups, do the following: Make sure that you have an Admin role for the Facebook groupTo learn more, see the Facebook article Group Management for AdminsAdd Lead Connector as an authorised app to the groupFor instruction, see the Facebook article How do I add an app to a Facebook group I admin? To add an app to your group: From your Feed, click Groups in the left menu and select your groupIf you can't see Groups, click See moreClick Settings in the left menuScroll down and click next to Apps, then click Add AppsSelect or Search for LeadConnector and add it out Due to Facebook's API changes in 2018 regarding safeguarding privacy policy, you can no longer connect personal Facebook profiles, however, you can add pages/groups from different profilesStep 1: Go to Social Planner > Setting Starting off, navigate to the right top corner to get into Social Planner > Setting (gear icon) Step 2: Connect new group(s) Then, on the social accounts page, you need to click Connect a new Facebook Group(s) of the table as shown belowStep 3: Give permissions If you're connecting any profile for the first time, you will have to make sure you give all the permissions to LeadConnector Click Continue to complete the authorisation process and avoid any issues in the connectionStep 4: Select Groups to connect You will see a list of all the pages you own for this profile, select the ones you wish to connect for social posting through the platformStep 5: Verify your connection Last but not least, all of the selected groups in the previous step will be listed down showing a successful connection; as shown in the image belowStep 6: You can manage the accounts from the Setting Icon </s>
<s>[INST] How to connect to Twitter [/INST] Social Planner gives you the ability to add all your Twitter profile publish posts and engage with your audience through tweets and retweets (follow-up comments). Step 1. Go to Social Planner > Setting To get started, please go to Social Planner. In the top right corner of Social Planner, there is a Setting option (Gear icon). Please navigate to Settings by clicking it. Step 2. Click on Connect a new Twitter Account The next step is to click on connect a new Twitter Account of the table as shown below to manage. Step 3. Authorize Twitter Profile Click on the Authorize App and your Twitter profile should be connected with ContentStudio. Step 4. Verify your connection Last but not least, all of the selected pages in the previous step will be listed down showing a successful connection; as shown in the image below. </s>
<s>[INST] How to handle multiple rows in Google Sheets [/INST] In this Article What are the new features? Create Multiple Spreadsheet Row(s) Choose a Google Account Select a Drive Select a Spreadsheet Select a Worksheet Select Starting Column and End Column in the Worksheet Insert values for new row creation Update Multiple Spreadsheet Row(s) Choose a Google Account Select a Drive Select a Spreadsheet Select a Worksheet Enter the Row Number Select Starting Column and End Column in the Worksheet What are the new features? We have upgraded the Google Sheets actionWe have launched new Action Types to select fromNow you will be able to "Create Multiple Spreadsheet Rows" and also "Update Multiple Spreadsheet Rows" Create Multiple Spreadsheet Row(s) Efficiently insert new data rows below existing information in your spreadsheetThis action lets you send data directly to a Google Sheets document without requiring third-party integrationsAll you need to do is integrate your Google account with our system and select the desired sheet from your Google DriveFrom there, you can easily send data to the sheet using our intuitive user interfaceUse Cases Bulk data entry into a specific worksheetImporting data from external sources in batchHow it works Select Create Multiple Spreadsheet Row(s) from the Action dropdown All your integrated Google accounts in your sub account will be displayed in the dropdown menu for you to choose fromSelect any 1Now select the drive in which your spreadsheet residesAfter selecting the drive, in the next dropdown you will get a list of all the spreadsheets present in the driveSelect the one in which you want to make the changes and also select the worksheetSelecting Start column and End Column in the worksheet - When sending data to a Google Sheets document using our workflow system, the sheet's first row is automatically considered the header row, and each Column is labeled based on the header values in that rowIf you need to update the headers in the sheet, you can click the "Refresh Headers" button to fetch the latest header values from the sheetThis ensures that your data is correctly mapped to the correct columns in the sheet and that your workflow is up-to-date with the latest sheet configurationsBy providing this functionality, our system makes it easy to automate data management processes and ensure the accuracy of your data workflowsUpdate Multiple Spreadsheet Row(s) This action types enables the user to modify existing data within a specified range based on a unique identifierUse Cases Bulk edit product prices or inventory levelsUpdate customer records with new contact informationHow it works Select Update Multiple Spreadsheet Row(s) from the Action dropdown All your integrated Google accounts in your sub account will be displayed in the dropdown menu for you to choose fromSelect any 1Now select the drive in which your spreadsheet residesAfter selecting the drive, in the next dropdown you will get a list of all the spreadsheets present in the driveSelect the one in which you want to update and also select the worksheetEnter the row number from which you would like to update the sheet Selecting Start column and End Column in the worksheet - When sending data to a Google Sheets document using our workflow system, the sheet's first row is automatically considered the header row, and each Column is labeled based on the header values in that rowIf you need to update the headers in the sheet, you can click the "Refresh Headers" button to fetch the latest header values from the sheetThis ensures that your data is correctly mapped to the correct columns in the sheet and that your workflow is up-to-date with the latest sheet configurationsBy providing this functionality, our system makes it easy to automate data management processes and ensure the accuracy of your data workflows </s>
<s>[INST] V2 UI/ Navigation & FAQs [/INST] UPDATE: "New Sidebar Experience" became standard on June 22nd, 2022We highly recommend familiarizing yourself with the V2 SidebarWhy the change? How To access the Sidebar Theme options: Sidebar Themes Troubleshooting I logged back in and the recent locations list is gone! I can't find a menu item from the old UI Was there anything you didn't see in the course that you wish were covered? Why the change? Our new Sidebar Upgrade provides the following new features and benefits over the old Sidebar: Quick Actions to add Contacts, Opportunities, Appointment and Global Search the Contact, Opportunity, Payments and browse all the categories Create Post and Schedule the Social Media Posts with Social Planner Collect Global Payments with Paypal Configurations Record Transactions with Enhanced Invoices and Transactions and many more featuresHow To access the Sidebar Theme options: Head into your Agency Setting > Company - Scroll DownThe Sidebar themes is available in both Light and Dark ThemesTroubleshooting I logged back in and the recent locations list is gone! The recent location is stored in the local cookies and will be cleared when you log outI can't find a menu item from the old UI Here is the mapping between the old and new UI menu options: Old Menu Old Sub-Menu New Menu New Sub-Menus New Tabs Launchpad Launchpad Dashboard Dashboard Conversations Conversations Opportunities Opportunities Workflows Automation Workflows Marketing Marketing Marketing Campaigns Automation Campaigns (Deprecated) Marketing Marketing Marketing Marketing Social Planner Marketing Email Marketing Email Builder Marketing Buik Request Contacts Bulk Actions Marketing Trigger Links Marketing Trigger Links Marketing Trigger Links Conversations Trigger Links Marketing Form Builder Sites Forms Marketing Survey Builder Sites Survey Marketing Text & Email Templates Conversations Templates Marketing Text & Email Templates Marketing Templates Marketing HTML Builder Marketing HTML Builder (Deprecated) Reporting Reporting Reporting Google Ads Reporting Google Ads Reporting Facebook Ads Reporting Facebook Ads Reporting Attribution Reports Reporting Attribution Reports Reporting Call Reporting Reporting Call Reporting Reporting Agent Reporting Reporting Agent Reporting Reporting Appointment Report Reporting Appointment Report Scheduling Calendars Scheduling Calendar Calendars Calendars Scheduling Appointments Calendars Appointments Reputation Reputation Online Listing Reputation Listings Contacts Contacts Contacts Contacts / Smart Lists Contacts Smart Lists Contacts Manual Actions Conversations Manual Actions Contacts Contacts request Contacts Contacts Requests Contacts Restore contacts Contacts Restore Funnel & Websites Sites Funnel & Websites Funnels Sites Funnels Funnel & Websites Websites Sites Websites Funnel & Websites Membership Sites Membership Triggers Automation Triggers (Deprecated) Chat Widget Sites Chat Widget Settings Settings Settings Profile Settings Profile Settings Company Settings Business Info Settings Company Billing Settings Company Billing Settings Team Management Settings My Staff Team Management Settings Teams Settings My Staff Teams Settings Reputation Settings Reputation Management Settings Reputation Reputation Settings Settings Pipeline Settings Pipeline Settings Pipeline Opportunities Pipeline Settings Integrations Settings Integrations Integrations Settings Phone Numbers Settings Phone Numbers Settings Calendars Settings Calendars Settings Templates REMOVED Settings Custom Fields Settings Custom Fields Settings Custom Fields Contacts Settings Settings Facebook form field mapping Settings Integrations Facebook form field mapping Settings Custom values Settings Custom Values Settings Domain Settings Domain Settings Domain Sites Settings Settings Tags Settings Tags Settings SMTP & Mailgun Service Settings SMTP & Mailgun Service Settings Payments Payments Settings Eliza Service Settings Eliza Service Settings Settings Labs </s>
<s>[INST] Why Can't I use My Free Email Address As The SMTP? [/INST] Why You Need Your Own Domain To Send Email You might be thinking, "Why do I need my own domain to send email? Can't I just use my @gmail address?" All marketing emails should be sent from a domain you own, not from a personal account at a provider domain, like @gmail, @hotmail, @yahoo, etcor in an ISP email in some casesIn almost all cases we've seen, those addresses can all issue a block whenever bulk email is sent from their domainThis is because the most important factor in email deliverability is domain reputation, and when you send mail from a Gmail account, you're actually using Gmail's reputation, not your ownNOTE: Even if your provider does not currently block email, it is very likely that all email providers will do so in the near futureThe best way forward is to create an email address at a domain that you own, so you can start building up your own domain reputation! Think of it this way When you send something in the mail, a carrier (UPS, DHL, Post Office) transports it for youBut it's still coming from you, the carrier isn't just going to pick it up off the street (hopefully), and the recipient is more likely to accept a letter coming from someone they knowEmail is much the sameHighLevel is the carrier, but it also depends on your sending reputation, and the domain email is how you build that trustHere's how to get started! There are normally three ways to add email to your domain and start sending emails with that address1Where you bought your domain Almost all domain providers will be able to provide you with an option to add email to your purchaseThen you'll have the name@domain.com address you need, and even if you don't set up the Inbox entirely you can still set up forwarding to your normal Gmail or Yahoo addressExamples are sites like Google Domains, Namecheap, and Hover2Where you host your website Many people buy their domain the same place they host their websiteBlueHost, HostGator, and GoDaddy all offer both domains and hosting so they are popular all-in-one optionsSquarespace and Wix make it easy to add email to your account with options in your dashboardNOTE: For either option, the best way to find out how to do this is simply Google "website host and email account", with your host/provider in the search bar3Google Suite Did you know you can still use Gmail with your domain email? It's true! You can use G Suite to manage your domain email address, plus Google Docs, Sheets, and more! Click here to sign up and get started, plans begin at $6/month </s>
<s>[INST] Respond on Comment Action [/INST] Respond on comment action With the help of this action you can comment on the comment entered by the customer. You can add multiple replies and system will randomly select from these options and reply to comment. You also have a toggle button, switching the toggle button on will also like the comment. This action will not work for Facebook Groups. </s>
<s>[INST] How to resell Marketplace Apps [/INST] In this article, we will guide you on how to resell marketplace apps built by 3rd-party app developers and set custom prices for your sub-accountsTABLE OF CONTENTS Pre-requisites Connect your Agency Stripe Account Setting your App Price Personalizing offers for certain clients How is the experience for your client? How does the billing work? Pre-requisites Connect your Agency Stripe Account Your agency Stripe account will be used to collect subscription payments for marketplace apps from your clientsYou can connect your agency Stripe account to your agency by following this help article - https://help.gohighlevel.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard Setting your App Price You can set your agency-wide offer by configuring it on the Agency left menu -> Reselling tabIf the app provides multiple pricing plans, you can set your price for each pricing plan offered by the appNote: Apps which matches below criteria are applicable for reselling; The app needs to be under paid modelThe app has set their payment preference to collect payment within Highlevel platformThe app is under distribution type - Subaccount or Agency & SubaccountPersonalizing offers for certain clients If you wish to offer a different rate to certain clients, you can do so by following these two steps: Step 1: Go to Sub-Account List -> search for Client -> Click on three dots -> Manage Clients Step 2: Scroll down to the reselling section -> Change the App Pricing -> Hit Save How is the experience for your client? Your customers can discover the App marketplace in the left menu barTo find more details, click here Click on an app and click on installWhile installing, your customers will view the prices set by youThey can select a plan, make the payment and install the appNote: Your customers need to have card details added to their account to complete the payment & installationIf not, they can visit the company billing page (under sub-account settings), add their card details, come back to the app page and try installing againHow does the billing work? When your client installs a paid app it creates 2 subscriptions in the System Between your client's card & your Stripe Account so you can collect payment from your clientsBetween HighLevel & your Stripe account </s>
<s>[INST] Featured Posts (Pinned Posts) [/INST] Overview We're excited to introduce the "Featured Posts" feature, designed to help Admins and Owners make important content stand out in channels and on your home timeline. This feature provides you with greater control over what content gets noticed. How to Mark a Post as Featured Find the post you want to feature. Click on the three dots menu (⋮) located on the post. Select the "Pin" option. Your chosen post is now marked as "Featured" and will receive special attention. Where Featured Posts Appear Featured posts are prominently displayed at both the channel level and on your home timeline. Channel Level When you mark a post as featured in a channel, it will automatically appear at the very top of that channel's content feed. This way, all members will see it first when they visit the channel. Home Timeline Similarly, marking a post as featured in the Home Timeline will ensure that it's placed right at the top of your home feed. This ensures that even on your main dashboard, your important content gets the attention it deserves. How to Unpin a Featured Post Changed your mind or need to unfeature a post? It's easy! Locate the featured post you want to unpin. Click the three dots menu (⋮) on the post. Select the "Unpin" option. The post will no longer be featured, but it will still be available in its original location. </s>
<s>[INST] How To Redirect HighLevel Domains (www to non-www) [/INST] Note for those using GoDaddy, Namecheap, etc..Redirecting with path is only possible with Cloudflare and Google DomainsIt will not work with other domain registrars like GoDaddy, Namecheap, etcIf you are using GoDaddy or Name Cheap or etc… you will need to transfer the domain over to Cloudflare, since the redirect option to forward the domain along with the path is not provided by GoDaddyHere are help articles which should help you with the transfer: Transfer to Cloudflare: https://developers.cloudflare.com/registrar/get-started/transfer-domain-to-cloudflare Transfer to Google Domains: https://support.google.com/domains/answer/9003139?hl=en Google Domains: To set up the redirect watch this video: Cloudflare: To set up the redirect watch this video: Steps for cloudflare redirect: www to non-www: Add CNAME record for www pointing to flash.funnels.msgsndr.com and keep the Proxy Status "Proxied" Add A record for the non-www domain pointing to 34.68.234.4 and keep the Proxy Status "DNS Only" Add a Page Rule for the URL www.yourdomain.com/ Pick the setting Forwarding URL --> 301 - Permanent Redirect In the destination URL, add https://yourdomain.com/$1 Go to GHL and connect non-www domain to the funnel non-www to www: Add CNAME record for www pointing to flash.funnels.msgsndr.com and keep the Proxy Status "DNS Only" Add A record for the non-www domain pointing to 34.68.234.4 and keep the Proxy Status "Proxied" Add a Page Rule for the URL yourdomain.com/* Pick the setting Forwarding URL --> 301 - Permanent Redirect In the destination URL, add https://www.yourdomain.com/$1 Go to GHL and connect www domain to the funnel Troubleshooting Q1: I keep getting Funnel Error Code 500 - Failed to execute 'appendchild' on 'node'This node type does not support this method, what should I do? 1Login to Cloudflare 2Click on your domain where you are seeing the 500 error code 3Click on DNS tab within the left menu 4Click on Edit 5Uncheck Proxy status 6Click on Save </s>
<s>[INST] Workflows vs Campaigns/Triggers (Deprecated features) [/INST] Workflows make it easy to create automation with triggers and actions, and it is similar to campaigns and triggers but with much more capabilitiesWorkflows also have capabilities like using if-else statements, wait times, Math functions and so much moreOverall, workflows offer a more powerful and comprehensive automation solution than campaigns and triggersCovered In this Article: General comparison between Workflows and the deprecated features: Why are Campaigns and Triggers not visible in my Sub-account? Workflows vs Triggers, Trigger steps comparison Table Automations Actions Comparison Table General comparison between Workflows and the deprecated features: Workflows can use if/else conditions and filtering, which allows for more personalized and targeted automationThey combine triggers and campaigns into one system, making it more efficient and streamlinedWorkflows have a status/execution log that makes it easier to troubleshoot and track lead statusWorkflows are easier to test during onboarding and launch for quality assurance, ensuring that the product is working correctly for clientsYou can import your campaigns into workflows, and then add the triggers as well for a more streamlined automation processWhy are Campaigns and Triggers not visible in my Sub-account? If the sub-account was created using a snapshot of a master account that did not already have campaigns and triggers in it then it would not allow you to see the depreciated features setting in sub-account> Settings> Business Profile But if it was created using the snapshot of a master sub-account that already had triggers and campaigns in it, it should give you the option to enable depreciated features in Business Profile settingsThe CRM is gradually moving clients towards workflows and moving them away from campaigns and triggers, so these two features are automatically disabled and have no option to be enabled in sub-accounts that were created using snapshots of sub-accounts that did not have these features, to begin withAgencies created after November 2021 do not see the option to enable Deprecated features either by defaultWorkflows vs Triggers, Trigger steps comparison Table The following is a table of which Trigger steps are supported by Workflows in comparison to TriggersPlease Note: Campaigns cannot be triggered without a Trigger adding contacts to themOr Contacts being added to them via Bulk Add to Campaign Actions or CSV Import Add to Campaign ModalTrigger StepWorkflowsTriggers Appointments Appointment Status Yes Yes Customer Booked Appointment Yes Yes Contact Birthday Reminder Yes Yes Contact Changed Yes No Contact Created Yes No Contact DND Yes Yes Contact Tag Yes Yes Custom Date Reminder Yes Yes Note Added Yes Yes Note Changed Yes No Task Added Yes Yes Task Reminder Yes Yes Contact Actions Customer Replied Yes Yes Form Submitted Yes Yes Order Form Submission Yes Yes Order Submitted Yes No Survey Submitted Yes Yes Trigger Link Clicked Yes Yes Twilio Validation Error Yes Yes Events Call Status Yes Yes Email Events Yes Yes Facebook Facebook Lead Form Submitted Yes Yes Membership Category Completed Yes No Membership New Signup Yes Yes Offer Access Granted Yes Yes Offer Access Removed Yes Yes Product Access Granted Yes Yes Product Access Removed Yes Yes Product Completed Yes Yes User Login Yes Yes Opportunities Opportunity Status Changed Yes Yes Pipeline Stage Changed Yes Yes Stale Opportunities Yes Yes Payments Invoice Yes No Shopify Abandoned Checkout Yes No Order Placed Yes No Order Fulfilled Yes No Media Video Yes No TikTok TikTok Form Submitted Yes No Automations Actions Comparison Table The following is a table of which Action steps are supported by Workflows in comparison to Campaigns and TriggersActionWorkflowsCampaignsTriggers External Communications Send Email Yes Yes Yes Send SMS Yes Yes Yes Call Yes Yes No Voicemail Yes Yes No Messenger Yes Yes No Instagram DM Yes No No Manual SMS Yes Yes No Manual Call Yes Yes No GMB Messaging Yes Yes No CRM Add Contact Tag Yes No Yes Remove Contact Tag Yes No Yes Create/Update Opportunity Yes No Yes Add To Notes Yes No Yes Assign To User Yes No Yes Remove Assigned User Yes No Yes Set Event Start Date Yes No Yes Add To Workflow Yes No No Remove From Workflow Yes No No Remove From All Workflows Yes No No Remove From Campaign No No Yes Remove From All Campaigns No No Yes Add to Campaign No No Yes Remove Opportunity Yes No Yes Send Internal Notification Yes No Yes Set Contact DND Yes No Yes Edit Conversation Yes No Yes (Only Mark as Read) Send Review Request Yes No No Stripe One-Time Charge Yes No Yes Update Appointment Status Yes No Yes Add Task Yes No Yes AI Appointment Booking Bot Yes No No Send To Eliza Agent Platform Yes No No Add To Google Analytics Yes No Yes Add to Google Adwords Yes No Yes Update Contact Field Yes No Yes Facebook - Add To Custom Audience Yes No No Facebook - Remove From Custom Audience Yes No No Facebook - Conversion API Yes No No Membership Actions Membership Grant Offer Yes No Yes Membership Revoke Offer Yes No Yes Conditions and workflow If / Else Yes No No Wait Yes Yes No Webhook Yes Yes Yes Go To Yes No No Math Operation Yes No No Goal Event Yes No No </s>
<s>[INST] How to Edit a dashboard [/INST] Dashboard owners wield the power to enhance their reporting capabilities by editing dashboards. This includes the ability to modify the dashboard name, update permissions, add new custom widgets, and edit existing widgets. Follow these steps to harness the full potential of dashboard editing. Step 1: Navigate to the Dashboard Identify and navigate to the specific dashboard you intend to edit. Note: Only dashboard owners have the authority to edit a dashboard. Step 2: Access Edit Mode Click on the pencil edit icon located in the top right corner. This action will transition you into the edit mode Step 3: Modify Dashboard Name If needed, change the dashboard name to better suit your reporting requirements. Step 4: Add New Widgets Click on "Add Widgets" to introduce new custom widgets to your dashboard. For a detailed guide on adding custom widgets, refer here Step 5: Save Changes Once you've made the necessary edits, click on "Save Changes" to apply and finalize the modifications. Note: Wondering which plan unlocks the customizable multiple Dashboards? It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature. What's Next: How to create Dashboards Adding widgets on the dashboard How to manage permissions for a dashboard </s>
<s>[INST] Social Media Icons [/INST] You no longer need to write custom code or spend time creating social bars. This feature offers support for popular social media icons, including Facebook, Instagram, LinkedIn, YouTube, TikTok, and more. You can choose from various themes for their social bar, making it easy to configure responsiveness and design. TABLE OF CONTENTS How to find the element ? Which social media icons are supported ? Which social icons themes are supported ? Quick Overview How to find the element ? Social media icons comes under elements in Social category. Just drag and drop the element to the builder Which social media icons are supported ? The new social icons elements comes with the following social media icons support: Facebook Instagram X LinkedIn Youtube TikTok Google Plus Whatsapp Mail Website Pinterest Which social icons themes are supported ? Themes are also added for the social bar so that you can opt for different icon types for their social bar. The available themes are Square Brand Dark Light Gray Rounded Dark White </s>
<s>[INST] Guest Tutorial: Deliverability Masterclass for HighLevel by Seven Figure Agency [/INST] This help doc is a guest tutorial from the Seven Figure Agency Download the guide for this masterclass by clicking here. </s>
<s>[INST] Superpromo: 5 Day AI Challenge Details for Affiliates [/INST] As of April 1st, we’re launching our new 5 Day Challenge to help agencies and entrepreneurs sell our AI chat widget to small businessesAs an affiliate, you can receive credit for any new customers referred to this challenge! Here’s what you need to know: When participants register for the challenge using your link, they’ll be created as a lead in your portalIf they sign up for HighLevel, you’ll be accreditedThe challenge will prompt participants to sign up exclusively for the Unlimited ($297) plan The official opening for registration is on April 12th, but you should begin promoting this as of April 1st Registrations for the challenge close on April 15thThis article will cover the basics of the promotion & contest, but for assistance with strategy and implementation, we encourage you to join the Affiliate Community, and/or reach out to speak with an Affiliate ManagerHow to find your special Superpromo affiliate link Navigate to your affiliate portal Scroll down to links, hit the drop down, and hit the “select” button next to the 5 Day AI Challenge link And you’re good to go! That link will direct customers to the challenge registration page, and upon signing up, they’ll be created as a lead that will be visible in your affiliate portalIf they sign up for HighLevel, you’ll be accreditedAffiliate Contests for this promo Two affiliate contests are associated with this offer, based on lead and trial generation from the 5 Day AI Challenge event One top trial-generating affiliate gets a free ticket to our May Mastermind, and a brand new set of Apple Vision Pros Top lead generating affiliates will receive swag, and Highlevel neon signsContest entries must comply with Affiliate Policy (https://gohighlevel.com/affiliate-policy)Contest Terms and conditions may applyNeed a game plan? We've got you coveredWe have assets available to help you promote this 5 Day AI Challenge to your audienceThey’re available here - http://gohighlevel.com/superpromoassets These assets include email copy and other promotional assets that are pre-written Phase 1: Pre-Launch - (April 1st - April 11th) Three New Videos That Teach And SELLRegistrants will be directed to 3 videos during this periodThe email templates (linked above) will direct your audience to an opt-in page where they can opt in to see the first videoWhen people opt in to watch it, they’re counted as your lead…so when they sign up for HighLevel at any point over the next 90 days, you’ll get creditThis will be repeated for the next 2 videos Video 1: April 1-3 Video 2: April 4-7 Video 3: April 8-11 Phase 2: The Registration Deadline (April 12th - 15th!) The sales page for the Challenge will go live on April 12thYou’ll be provided with email templates that drive people to a sales page a day or two before Phase 2 startsRegistration closes on April 15th, which is when the Challenge officially startsIf you have more questions, we encourage you to join the Affiliate Community, and/or reach out to speak with an Affiliate ManagerContest entries must comply with Affiliate Policy (https://gohighlevel.com/affiliate-policy)Contest Terms and conditions may apply </s>
<s>[INST] Social Media Management Case Study [/INST] </s>
<s>[INST] HighLevel Pricing Guide [/INST] Nearly everything you need to know about HighLevel Pricing, Charges, Wallets, Rebilling and moreTABLE OF CONTENTS How to Manage Your Billing HighLevel Subscription Plans Additional Services What is an Agency Wallet? LC Phone System LC Email System Email Validation Dedicated IP Address Premium Triggers & Actions Content AI Workflow AI Conversation AI Review AI Yext Online Listings WordPress Hosting WhatsApp Marketplace Services FAQs What does “Rebilling” mean? What does “Re-sell” or “Reselling” mean? What is an SMS Segment? Am I Charged for Unanswered Calls? What are the differences between Basic and Advanced API Access? How to Manage Your Billing Did you know you can see every single charge to your account as well as manage your subscription, wallet amounts, and more from within your HighLevel App? Just log into your HighLevel desktop App and navigate to your Company Billing Settings (Agency View > Billing)We even break down charges by Sub-Account, it's a critical tool when discussing or reviewing HighLevel charges or pricingAgency View > Billing (https://app.gohighlevel.com/settings/billing) HighLevel Subscription Plans At the core of the HighLevel service is our subscription plans which are in three tiersStarter, Unlimited, and Agency ProEach plan level unlocks additional features to help Level Up your businessBefore you can utilize the additional services shown below, you must have an active subscription and account with usSubject to changeWe are always coming out with new features or adjusting our offerings to best serve youQuestion about which features are with which plan? Interested in upgrading to another plan level? Schedule a call with our Account Management Team now! Related: What are the differences between Basic and Advanced API Access? Additional Services In addition to your HighLevel Subscription plan, you can decide to opt into additional HighLevel services which will further unlock the true power of HighLevelFor example, instead of having to build and maintain your own phone system (not an easy task), you can opt into our LC Phone SystemWe've done all of the hard work for youWhen you opt into any of these services, you begin preloading a "Wallet." Which is required in order to use many of our additional servicesWhat is an Agency Wallet? When you opt into any of these additional services outlined below (such as LC Phone, Email, or AI), you begin an "Agency Wallet." Agency Wallets hold credits that are deducted from when you use an Additional Service listed below (such as LC Phone, Email, or AI)To load credits into your wallet, HighLevel charges your Agency card on fileWallet charges occur when wallet balances drop below a minimum amountMinimum wallet amount thresholds and wallet recharge amounts can be adjusted anytime from within your Agency Level Billing > Wallet & Transitions TabWhy do we use a "Wallet"? Unlike other companies, HighLevel only charges you for the amount you useMost companies will charge you based on a number of SMS or Emails, like say 500 SMS per month for $40/moBut what if you don't send any SMS or only 100 SMS? You just paid for the SMS you did useThis is why we use a Wallet and charge for based on your usage onlyYou pay low prices and only for what you useLC Phone System What is LC Phone System? LeadConnector (LC) Phone System eliminates the need for using a third-party telephony provider in order to send/receive an SMS/call in the CRMLC Phone System is available on all plan levelsRebilling without markup is available on the $297 Unlimited PlanRebilling WITH Markup is only available on the $497 Agency Pro PlanLC Phone System Pricing The pricing for LC Phone System is precisely the same amount as TwilioPricing varies between regions and products for this reason we will be providing basic info and pricing for all the top-used product categories based on US/Canada pricingAll other charges can be located on Twilio’s Pricing Pages provided belowTo locate LC Phone system pricing details, please review the following: LC Phone System Pricing For all SMS Costs, see Twilio SMS PricingFor all Voice Costs, see Twilio Phone Pricing For Phone Registration Pricing, see A2P 10DLC Service Pricing and Fees LC Phone Pricing FAQs How are SMS Costs Calculated? What are Carrier fees? See more details on SMS costs in this article, Calculating SMS Costs: A Step-by-Step Guide Do I get a discount for using LC Phone? US/Canada receive a 10% discount on Phone Numbers, SMS, and Voice, see click here to see detailsWhat is an SMS Segment? Click here to learn moreAm I Charged for Unanswered Calls? Click here to learn moreLC Email System What is LC Email? LeadConnector (LC) Email is designed to help agencies avoid the hassle of signing up for Mailgun or any 3rd party email service providerIn the past, when an agency signed up they would need to either integrate with Mailgun or another email service provider to send/receive emailWith LC - Email, sending & receiving email works right out of the box, on every subaccountLC Email System is available on all plan levelsRebilling without markup is available on the $297 Unlimited PlanRebilling WITH Markup is only available on the $497 Agency Pro PlanLC Email System Pricing We charge $0.675 for 1000 emails for all the plans at a lower cost than most major SMTP providers compared to $0.80/1000 with MailGunLearn more about the LC Email System and Pricing here: LC Email System & PricingEmail Validation What is LC Email Validation? LeadConnector (LC) Email Validation is a process that checks if an email address is deliverableIn other words, this tool determines if it’s possible to deliver mail to that email address before you send an emailEmail Validation is available on all plan levelsRebilling is only available on the $497 Agency Pro PlanEmail Validation Pricing 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% CheaperLearn more about Email Validation & pricing here: How to enable and rebill LC Email ValidationDedicated IP Address What is a Dedicated IP Address? LC - Email is designed to help agencies avoid the hassle of signing up for Mailgun or any 3rd party email service providerIn the past, when an agency signed up they would need to either integrate with Mailgun or another email service provider to send/receive emailWith LC - Email, sending & receiving email works right out of the box, on every subaccountLeadConnector (LC) Email Validation is a process that checks if an email address is deliverableIn other words, this tool determines if it’s possible to deliver mail to that email address before you send an emailFeature and rebilling are only available on the $497 PlanDedicated IP Address Pricing We charge $59/mo per dedicated domainLearn more about Dedicated IP Addresses & Pricing here: What is a dedicated IP in LC email? Premium Triggers & Actions What is LC Premium Triggers & Actions? LeadConnector (LC) Premium actions and trigger unlocks advanced capabilities such as connecting workflows to external systems or software - without using expensive third-party automation tools like Zapier, Integromat (rebranded as “Make”), or PabblyConnectWith Premium Triggers & Actions, you can integrate systems like Slack and Google Sheets into a workflow and catch inbound webhook actions (Post requests) within the same processEven better, you can pass the cost of rebill executions onto your client at your desired markupLC Premium Triggers & Actions is available on all plan levelsRebilling is only available on the $497 Agency Pro PlanPremium Triggers & Actions Pricing 0.01$ per execution (1/4th the cost of the Zapier base plan)Learn more Premium Triggers & Actions and the Pricing here: How to enable and rebill LC Premium Triggers & Actions for WorkflowsContent AI What is Content AI? Wanna jazz up your content? Unleash the power of AI and see your content spring to life with tailor-made keywords, tones, and variations! The writing game has changed; get ready to experience twice the speed, effortless quality, and unrivaled efficiency! Content AI helps you create social posts and blogs, write copy for sites, and generate appealing emails with the power of AIContent AI is available on all plan levelsRebilling is only available on the $497 Agency Pro PlanContent AI Pricing Once Content AI is enabled via the Agency settings, EXISTING and New Sub-Accounts will have 500 free wordsOnce the 500 free words are used, an average of $0.09/1000 words* will be debited based on using words from the Agency WalletLearn more about Content AI and the pricing here: How to Enable and Rebill Content AI? Workflow AI What is Workflow AI? Workflow AI is powered by ChatGPT from OpenAIYou can now utilize the power of ChatGPT in your workflowsThis means you can use the power of AI within your workflow actions to set up custom AI workflow actionsWorkflow AI is available on all plan levelsRebilling is only available on the $497 Agency Pro PlanWorkflow AI Pricing Once Premium Actions & Triggers are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executionsOnce the 100 free executions are consumed, $0.03/execution will be debited from the Agency Wallet for each execution from any Sub-Accounts usages UNLESS re-billing is enabled (see below for more info)Learn more about Workflow AI & Pricing here: How to Enable and Rebill Workflow AI? Conversation AI What is Conversation AI? The Conversation AI is an advanced feature that leverages AI technologies to enhance customer interactions with your businessThe Bot solves complex problems and provides safer, more accurate answers than any AI Chatbot on the marketConversation AI is available on all plan levelsRebilling is only available on the $497 Agency Pro PlanConversation AI Pricing 0.02/Message Learn more about Conversation AI here: Conversation AI HelpDoc Folder Review AI What is Review AI? Enhancing your online reputation and building trust with customers is now easier than ever with our Reviews AI featureWhether you want to make your Google and Facebook review management more efficient or automate your review responses, our feature offers two distinct modes: Suggestive and Auto-PilotReview AI is available on all plan levelsRebilling is only available on the $497 Agency Pro PlanReview AI Pricing 0.08 cents per responseLearn more about Review AI and the Pricing here: Maximizing Customer Engagement with Reviews AI: A Guide to Suggestive and Auto-Pilot Modes Yext Online Listings What is Yext Online Listings? Online Listings by Yext is an incredibly powerful SEO tool that creates backlinks and ensures your client's Vital business info (address, operation hours, phone numbers, etc) is consistent across 70+ of the world's most reputable websitesYext Online Listings Pricing Minimum three-month commitment at $30/monthLearn more about Yext Online Listings & Pricing here: Yext Online Listings OverviewRelated: What does “Re-sell” or “Reselling” mean? WordPress Hosting What is WordPress Hosting? Roughly 43% of all websites are built utilizing WordPressNow within HighLevel, we can host these websites within HighLevelWhile we host the WordPress site in HighLevel, users will still need to log into their WordPress Admin account to manage their website - which is outside of HighLevelWordPress Hosting Pricing Choose Your Plan: Pay-as-you-go plan $10/Month for every site hosted in HighLevel + you can resell it for an amount of your choice We have discontinued the Unlimited pricing plans as of July 2023However new pricing plans will be implemented soon to accommodate more storage and bandwidth requirementsLearn more about WordPress Reselling & Pricing here: How to Resell WordPress to Your Clients Related: What does “Re-sell” or “Reselling” mean? WhatsApp What is WhatsApp? WhatApp is a messaging platform used by many to communicateAfter years of awaiting approval, HighLevel is ready to allow you and your users the ability to unlock this popular messaging platform to grow and manage your business! Whatsapp Pricing The HighLevel Price is $10/mo per Sub-Account to use the serviceIn addition to this, Conversation and Template prices are charged based on usageAs usual with WhatsApp, prices vary by country and use caseLearn more about WhatsApp Pricing here: WhatsApp Pricing GuideRelated: WhatsApp Agency Setup Guide What does “Re-sell” or “Reselling” mean? Marketplace Services What is HighLevel Marketplace Services? Within the Agency View of an Agency account, we have HighLevel Services that can be added to the account, much like the additional services above or WhatsApp, Yext, or WordPress… Clients can purchase these Marketplace Services to assist with running their agencyCurrently, these services include: Basic Account Setup Advanced Account Setup Priority Support Whitelabeled Mobile App & Zap Whitelabeled Zap Eliza HIPPA Compliance Marketplace Services Pricing Marketplace Services and their pricing can be found in-appGo to the Agency View > Marketplace tabEach service has a unique price and terms and conditionsUse the websites below to reveal to the client each service and priceCheck out our In-App Marketplace Services Pricing Page Link Here → https://app.gohighlevel.com/marketplace\ FAQs The following are some helpful Frequently Asked Questions (FAQs)What does “Rebilling” mean? Rebilling is when an Agency Owner/Admin enables the rebilling feature to recover the cost of running that Sub-Account ServiceFor example: HighLevel Charges Agency Owners for every SMS sent via our LeadConnector (LC) Phone SystemHowever, the client can then set up rebilling to charge the client this amount to their client to recover the cost incurred by their clientThis is done at the Sub-Account LevelsThe Agency Owner is always charged by HighLevel for the same amount as our pricing per service and usageHowever, the Agency Owner can rebill the client to recover costsIn addition, on the $497 plan, you can “mark up” the amount rebilled to charge the Sub-Account a larger amount than the Agency will payThis can be done in the Sub-Account Settings or in the SaaS ConfiguratorRebilling without Markup is available on the $497 plan onlyEnabling you to recover LC additional services usage by Sub-AcocuntsRebilling WITH Agency Mark Up is available only on the $497 Plan and is a part of SaaS ModeIn-App Rebilling Multiplier Settings for SaaS Mode In-App Agency View > Sub-Account > “Manage Client” Settings What does “Re-sell” or “Reselling” mean? Similar to rebilling… Reselling is offering one of our reselling services to a Sub-AccountCurrently, we have Yext Online Listings, WordPress Hosting, and soon-to-be WhatsApp (*in beta) available for resellLocate Reselling settings in the Agency View > Reselling(https://app.gohighlevel.com/reselling) Agency owners will be charged the “HighLevel Price” by HighLevell for each Sub-Account that it is enabled forHowever, they will be able to recover the cost, if they so choose, by enabling “re-sell” in-appThey can choose to offer it at the HighLevel PRice or above it to re-sell and make even more of a profit per Sub-AccountIn-App Agency view > Reselling tab What is an SMS Segment? A Segment is how SMS are stored and sent to phonesThere can be more than one In simple terms, it is what carriers and phone systems use to send messages and calculate per SMS costWhat’s important is pricing is charged by segments and a single SMS message can have multiple Segments in itSee What the Heck is a Segment by Twilio for a more in-depth explanationAm I Charged for Unanswered Calls? If you call someone and they do not pick up and you do not leave a voicemail - you are generally not charged for this callSome restrictions may apply based on the outcome of the call and the type of call you are attemptingWhat are the differences between Basic and Advanced API Access? Learn more about our Developer documentation and join our Dev Community at: https://developers.gohighlevel.com/ <iframe width="1280" height="720" src="https://www.youtube.com/embed/NYVZ2e_ptlg" title="HighLevel Pricing Guide" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" allowfullscreen></iframe> </s>
<s>[INST] Affiliate Manager - (Step 1) How to Set Up your Affiliate Funnel with Products [/INST] In this article we will cover how you can quickly set up your Affiliate Funnel with Products: Pre-requisites: A domain is set up - Domain Setup (Funnels & Websites) A product set up - Adding Products To The New Payments Section Using memberships? How To Send New Membership Users Custom Emails With Their Login Information Add Membership Signups To Funnel Pages Setting up an affiliate product is no different than setting up any product within a funnel or website within the system. The only difference is that once the funnel has a domain and product setup you would then move into the 'Affiliate Manager Campaign Settings' and filter down to the specific product and funnel/website you just created (see image below). Related Articles: Domain Setup (Funnels & Websites) Adding Products To The New Payments Section Affiliate Manager - How to Switch from FirstPromoter to Affiliate Manager? Affiliate Manager - Getting Started with the Affiliate Manager (Overview) Affiliate Manager - (Step 2) How to Manually Add or Bulk Upload Affiliates How to automatically add, remove, and update an Affiliate using Workflows Affiliate Manager - (Step 3) How to Set Up Your First Affiliate Manager Campaign Affiliate Manager - (Step 4) How to Manage Affiliate Payouts </s>
<s>[INST] Unread VS Read - Must Manually Mark as Read [/INST] How to mark the Conversation as read: 1. Click Mark as Read 2. Reply to the conversation manually 3. Use workflow action to edit conversation 4. Toggle on Auto Mark as Read in the workflow settings </s>
<s>[INST] Automatic invoice creation after Document/Contract is signed [/INST] Businesses would be able to have an invoice created automatically after the potential lead accepts/signs the document/contract The generated invoice would be a replica of the line items, taxes, and discounts applied on the products list element inside the document/contract The business would be able to directly review the invoice, make any edits if required, and send it to the client for payment using the View Invoice action in the Finalized list view An invoice will not be created if there are no product line items associated with the document/contract A cumulative invoice of all the line items and discounts associated with each element will be created in case multiple product list elements exist inside the document </s>
<s>[INST] How to create Equipments? [/INST] In this Article How to create Equipments? Additional Information Related Articles Rooms and Equipments How to create Rooms? Service Calendar How to create Equipments? 1. Access Calendar Settings and Enable Equipments: Go to your account and navigate to Calendars > Calendar Settings. Under Preferences > In App Preferences, toggle on Rooms and Equipments. 2. Create an Equipment: Once you've enabled the feature, a new 'Equipments' tab will appear. Under the 'Equipment' tab > Click on Create Equipment. 3. Provide Equipment Details: To set up equipment, enter the following details: Equipment Name: Assign a unique name to the equipment. Description: Provide a brief description to clarify the equipment's purpose. Total Quantity: Specify the total number of available equipment units. Out of Service Quantity: Enter the count of equipment units that are currently non-functional, require repair, or are out of service. Select Calendar: Choose the calendars you wish to associate with this equipment. Note: You can only link one equipment to each calendar. For example, if you have a 'Laser Machine', it can be connected to multiple calendars, but each calendar can only have one equipment, here 'Laser Machine' associated with it. Additional Information 1. Rooms and Equipment Details: Find your rooms and equipment details within the appointment modal - details view. This ensures you can now easily identify which room has been assigned to a particular appointment and which equipment is being used or has been booked in conjunction with the appointment. This feature simplifies the management of appointments, making it more informative and streamlined. </s>
<s>[INST] HighLevel API [/INST] About Our Developer Documentation HighLevel is currently in the process of moving to an OAuth 2.0-based API (API 2.0), and at some point in the future, this will be the only API available for integration once this migration is completeUntil this time, we have two APIs, which we are calling the API 1.0 and the API 2.0 for added clarity when referencing which API you are utilizingSee further details belowAPI 1.0 Docs https://public-api.gohighlevel.com/ No new endpoints are planned for the Public API at this time"Public API (v1)" has been renamed to API 1.0 for clarityAPI 2.0 Docs https://highlevel.stoplight.io/docs/integrations/0443d7d1a4bd0-overview Going forward, be sure to use the API 2.0 Docs for new integrations as all future endpoints and new API functionality will be added hereAs of now, not all endpoints from the API 1.0 Docs have been integrated into the API 2.0 DocsPro Tip: To ensure an uninterrupted API integration, be sure to regularly review and update your integration as soon as a new endpoint becomes available in the API 2.0 Docs"OAuth 2.0 API (v2)" has been renamed to API 2.0 for clarityCheck out our Developers Landing Page, where you can find the Developer Marketplace, Documentation, Slack Channel, and more! --> https://developers.gohighlevel.com/ TABLE OF CONTENTS How to Get Help or Support for the HighLevel API How to Submit a New API-Related Idea to HighLevel Differences Between API Access Across Plan Levels What is an API Key and how is it used? What are the API Rate Limits for API 1.0 & 2.0? Where To Find The Agency & Location API Keys 1Location Level > Settings > Business Info 2Agency Level > Agency Settings > API Keys to view all Location API keys in one place Troubleshooting How to Update your API Keys 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 blank? How to Get Help or Support for the HighLevel API At this time, HighLevel Support does NOT provide setup code auditing or developer consultative services on API-Related topicsHowever, if your setup is complete and correct - yet an error persists, you may have encountered an API Bug we need to fixYou can report this bug by filling out this form: https://developers.gohighlevel.com/support For any questions relating to the HighLevel API, join the developer Slack group to ask our community of talented customers here: https://www.gohighlevel.com/dev-slack HighLevel Devs host a monthly a Developer Council Call on the second to last Friday, which you can find on the events calendar here: https://www.gohighlevel.com/events How to Submit a New API-Related Idea to HighLevel Our API Docs list all available endpoints that are publicly availableIf you don’t see an endpoint on either of the API developer sites listed below, we recommend visiting our Roadmap & Ideas Board to add your idea! You can also track the progress of new ideas as they make their way through planning and into production on our roadmapThis board is both for new developer features and consumer features alikeDifferences Between API Access Across Plan Levels Basic API access is included with our Starter and Unlimited plans, while Advanced API access is available on our Agency Pro planIn addition to the future endpoints that will be released in our OAuth 2.0 API (which is only available in our Advanced API access), this tier unlocks the use of Agency API Keys where lower plan levels only access Location API KeysWhat is an API Key and how is it used? An application programming interface key (API key) is a unique identifier used to authenticate a user, developer, or data passed via APIIt's essentially a secret Key that you want to keep close and not shareAn authorized API key will allow you to pass data between software automatically using applications like Zapier, Pabbly, Integrately, Make (Formerly Integromat), API Nation, and othersWhere To Find The Agency & Location API Keys Where to find the Location Level API Key? 1Location Level > Settings > Business Info 2Agency Level > Agency Settings > API Keys to view all Location API keys in one place What are the Rate Limits for API 1.0 & API 2.0? Our current rate limits for API 1.0 are: For Burst Requests - 100/10 seconds For Daily - 200,000/Day Our current rate limits for API 2.0 are: GHL has implemented rate limits on our public V2 APIs using OAuth to ensure optimal performance and stabilityThese limits have been adjusted to: Burst limit: A maximum of 100 API requests per 10 seconds for each Marketplace app (i.e., client) per resource (i.e., Location or Company)Daily limit: 200,000 API requests per day for each Marketplace app (i.e., client) per resource (i.e., Location or Company)These new limits contribute to better overall performance and stability of our systemTo monitor your limited usage, refer to the following API response headers: 'X-RateLimit-Limit-Daily': Your daily limit 'X-RateLimit-Daily-Remaining': The remaining number of requests for the day 'X-RateLimit-Interval-Milliseconds': The time interval for burst requests 'X-RateLimit-Max': The maximum request limit in the specified time interval 'X-RateLimit-Remaining': The remaining number of requests in the current time interval Troubleshooting How to Update your API Keys 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 Undefined? </s>
<s>[INST] How to Resell Yext Listings to Your Clients [/INST] In this article, we will discuss how you can resell Yext to your clientsTABLE OF CONTENTS Pre-requisites Connect your Agency Stripe Account Picking Your Plan Setting your Sales Price Personalising offers for certain clients Disabling Offers for certain clients How is the experience for your client? How do your clients discover this feature? How do your Clients complete the purchase? How does the billing work? Pre-requisites Connect your Agency Stripe Account Your agency Stripe account will be used to collect subscription payments for YEXT Listings from your clientsYou can connect your agency Stripe account to your agency by following this help article - https://help.gohighlevel.com/support/solutions/articles/48001171910-how-to-connect-stripe-to-your-agency-dashboard Picking Your Plan You can pick your pricing plans on Agency left menu -> reselling screen We currently have a standard plan for all users Pay-as-you-go plan that charges you a monthly subscription of $30 + you can resell it for an amount of your choice Setting your Sales Price You can set your agency-wide offer by configuring it on Agency left menu -> reselling tab Personalising offers for certain clients If you wish to offer a different rate to certain clients, you can do so by going to Sub-Account List -> search for a Sub-Account -> Manage ClientYou can personalise your cost price for a particular sub-accountPlease note: The Yext Listings is available for Users in USA, UK, Canada, Australia, Germany, France, and Italy Disabling Offers for certain clients If you have certain clients that you do not wish to offer Yext to, you can turn if off from Agency Left Menu -> List of Sub-Accounts -> Search for location -> Manage ClientHere you can toggle off the Offer Yext option for this particular sub-accountPlease note: This offer can only be disabled before the sale has happenedOnce a location already purchases YEXT Listings, you can not disable it from hereHow is the experience for your client? How do your clients discover this feature? Your clients can discover your YEXT Listings offer in 3 ways Top bar notification banner (This is a one-time notification and once dismissed it disappears forever)LaunchPad item Location left menu -> Reputation -> Listings How do your Clients complete the purchase? Once your clients have discovered the feature, they can proceed to purchase Yext from you by clicking on the "Activate Yext Listings" button When your client clicks the "Pay and Subscribe" button the system will create the subscription, process the payment, and take them to the Yext Listings dashboardHow does the billing work? When your client purchases Yext it creates 2 subscriptions in the System Between your client's card & your Stripe Account so you can collect payment from your clients Between HighLevel & your card so you can pay $30 / month to HighLevel </s>
<s>[INST] How to Enable and Rebill Workflow AI? [/INST] - Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access Workflow AI- Once Workflow AI is 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 Workflow AI is enabled on the SaaS Configurator, new Sub-Accounts generated will automatically be enrolled in Workflow AI, no further action is required by the agencyHow to enable Workflow AI at the Agency level? To enable LC Premium Triggers & Actions for your whole Agency (including all your Sub-Accounts), head into your AgencyLevel > Settings > Company > LC - Premium Triggers & Actions and enable the toggleCheck the box "I confirm that I agree to the Workflow AI terms." And then hit EnableYou can enable or disable the Workflow AI feature or rebill for each Sub-Account in Agency Settings > Workflow AIYou can access Sub-Account Settings only if Workflow AI is enabled at the Agency LevelPlease Note: Agencies on Any Plan ($97, $970, $297, $2970, $497, $4970) can access Workflow AIWorkflow AI Pricing Once Premium Actions & Triggers are enabled via the Agency settings, EXISTING and New Sub-Accounts will have 100 free executionsOnce the 100 free executions are consumed, 0.03$/execution will be debited from the Agency Wallet for each execution from any Sub-Accounts usages UNLESS re-billing is enabled (see below for more info)Re-billing the costs to your clients and making a profit (only for 497 SaaS Agencies) Once you have enabled Workflow AI in your agency account, it will be automatically enabled for all your clients to useYou can bill your clients at cost or add markupHow to turn on re-billing for my clients? Ensure you have enabled Workflow AI for your Agency first(see instructions) If the sub-account isn't in SaaS Mode already, switch the sub-account into SaaS Mode by going into your Agency account > Accounts tab > Scroll to the sub-account > Click the three dots icon and select "Switch to SaaS." How to convert a location to SaaSIn Agency account > Accounts tab > Scroll to the Sub-Account > Click the View Details link > Scroll to the Workflow AI Re-Sell Settings section and toggle it onUse the slider to set the amount of markup you like to make and hit save! Rinse and repeat for all your Sub-Accounts where you wish to rebill for usageHow does re-billing work? Agencies pay HighLevel and get invoices with high-level branding Sub-accounts (your clients) pay you (the agency) and get invoices with your brandingThe money is deposited in your Stripe account connected to your agency levelHow do I connect my agency's Stripe account to collect client payments? This is very similar to other products that use re-billing or reselling models in the platformJust like LC Phone or LC Email re-billing, re-billing of the Premium Workflow actions also utilizes "credits" from the agency wallet & the location wallet, respectivelyHow to use Workflow AI? White-labeled instructions for your clients https://doc.clickup.com/8631005/d/h/87cpx-98324/65a533d2c7bd664 </s>
<s>[INST] Sticky Contact - Form [/INST] Sticky contact is essentially like Google browser's Autofill, if active the fields come pre-filled with info added earlierThey are Embedded cookies into the browser which help to auto fill information inCovered in this article How do Sticky Contacts work? Technical Details: Where to find Sticky Contacts in forms? How do Sticky Contacts work? Sticky Contacts remembers the contact's submission in the browser cookies so it can be transferred to another form, survey, order form or calendar widgetUse this if your customer is filling out the form , not if you or someone on your team is internally filling it outIf someone internal or yourself are filling out the same form and sticky contacts is on, it will overwrite the contact record with the latest submissionTechnical Details: When someone submits a form / survey / calendar / order form on a page, a cookie is created on the browser with their information against that domainWhenever a page which lives on that same domain is opened, the cookie has the information so it gets pre-populatedIf you clear the cookies, then that information will be goneSame for if you try to use the incognito mode of your browser for the second submission, as cookies do not cross over to the Incognito modeIf you use a different domain, then the cookie won't work, and a new submission will need to be made so that a cookie for that specific domain is savedPlease Note: 1If two or more people submit their information using the same browser on the same form / calendar / survey / order form, and sticky contacts is enabled, their information will be overwritten to the same contact in the system2If a person is submitting their information on a different browser, sticky contact will not work for the first time because the cookie won't be created on that browser3Sticky contacts don't work on Hidden fields or Custom fields Where to find Sticky Contacts in forms? Navigate to sites> Forms> Builder> Options> Scroll Down to find the Sticky Contacts toggle </s>
<s>[INST] White Label the iPhone App [/INST] Please ensure you have purchased the White Label Mobile App Service ($497/month) from the Marketplace before you start the process in this articlehttps://app.gohighlevel.com/marketplace *NOTE* The White Label Mobile App Service is NOT included in the $497/month Pro Plan (Saas Plan) Apple IOS Instructions All apps in the iTunes Store are submitted through Apple Developer accountsIn order to publish your app for iOS devices, you will need to sign up for an Apple Developer accountApple requires each business to have their own accountFee Enrolment is $99, and renews annuallyMembership is now available at no cost for eligible organizations, including non profit organizations, accredited educational institutions, and government entities based in the United StatesClick Here for more details on eligibility requirementsRegistration Below is a step-by-step guide for enrollingIf you run into any issues, we recommend contacting Apple support directly at 1-800-633-2152Step 1: Create your ID Go to https://developer.apple.com/programs/enrollYou will then be asked to enter or create a new Apple IDWe recommend you create a new Apple ID that reflects your business nameThis way your personal ID is separate from your business accountStep 2: Developer Agreement You will be prompted to read and verify that you have read Apple’s Developer AgreementStep 3: Choosing an Entity Type Here you will be prompted to select an Entity TypeThere are three options: Individual, Organization, or Government OrganizationThe entity type is what Apple uses to display as your Developer NameFor example, as an Individual, your Developer Name will be your full nameAs an Organization, your Developer Name will be your Business’ Name*We highly recommend that you register as an OrganizationApple has emphasized per Item 4.2.6 in the Developer Agreement that the App Name and Developer Name need to match in order for your application to be approvedIf Enrolling as an Organization: You'll need an Apple ID as well as the following to get started: A D-U-N-S® Number Register Here Learn More Here Legal Entity Status: Your organization must be a legal entity so that it can be entered into contracts with AppleApple does not accept DBAs, fictitious businesses, trade names, or branchesLegal Binding Authority as the person enrolling your organization in Apple’s Developer Program, you must have the legal authority to bind your organization to legal agreementsYou must be the organization’s owner/founder, executive team member, senior project lead, or have legal authority granted to you by a senior employeeIf your legal status is a sole proprietorship/single person business, enroll as an individualStep 4: Contact Information After you select your entity type, Apple will want you to enter and confirm your contact informationStep 5: Payment & Confirmation After entering in your payment information, Apple will ask you to complete and confirm your purchaseStep 6: Email Confirmation You should receive an email confirmation of your order with a link to verify your email addressFollow the instructions to confirm your accountNow you are an Apple Developer! Additional Items: Your account renews yearly and is required so your application runs properly Log into itunesconnect.apple.com and developer.apple.com using your Apple ID login information Confirmation of your account can take up to 48 hours by Apple In order to successfully publish iOS applications, ensure you have logged in and accepted any additional Terms of Service prompts, and that you do not have Two Factor Authentication enabled </s>
<s>[INST] How to configure contacts limit for SaaS sub-accounts? [/INST] SaaS mode now allows you to restrict the number of contacts that can be created in a sub-accounts. The contact limit is NOT A HARD LIMIT, i.e. more contacts can still be created in the sub-account even after the limit has been exhausted. Just that an un-dismissible warning message (as shown below) will be shown on the contacts page asking the sub-account users to upgrade. TABLE OF CONTENTS Configuring contact limits for SaaS plans Updating contact limits for specific sub-accounts Configuring contact limits for SaaS plans Step 1: Go to the SaaS configurator. Select ‘Edit Details’ for the plan you need to set the contact limit for. Step 2: Go to the ‘Usage Limits’ tab. ‘Contact limit’ option can be found there. Step 3: By default, unlimited contacts are allowed. Enable the Contact Limit toggle and set the desired limit for this plan. Step 4: Select 'Save'. The user limit is now set for the plan and any new sub-accounts that are created with/upgraded to this plan will have this limit applied to them. Updating contact limits for specific sub-accounts Step 1: Go to the Sub-accounts page at the agency level. Select the sub-account you need to set the contact limit for. Step 2: Once you are on the ‘Manage Client’ page, navigate to the ‘Usage Limits’ section. Contact limits can be found there. Step 3: Set/update the desired limit and select ‘Save’. The contact limit that is set on the 'Manage Client' page overrides the limit of the subscribed plan for that sub-account. If the sub-account upgrades their plan, then the limit will also be reset according to their new plan. </s>
<s>[INST] How to use Collective Bookings in Calendars? [/INST] Collective Booking is a feature that enables scheduling meetings involving multiple team members simultaneouslyIt integrates individual team members' availability into a shared calendar, allowing for unified schedulingThis feature facilitates seamless group interactions, perfect for collaborative endeavors like sales calls, technical support, or group interviewsPlease Note: The Collective calendar does not yet support Zoom and Google Meet integrationsCovered in this Article What is this feature? Usage Cases: How does a Collective Booking work? How to Create a Collective Booking Calendar Primary Owner How would the Notifications work? Payments FAQs Question: How many team members can I add to a single collective booking calendar Question: Would payments work in Collective booking? Question: Can I use collective booking for virtual appointments? Question: Can I remove a team member from an existing collective booking calendar? Question: I have changed the primary owner of the collective booking calendar, but for the existing appointment, I still see the old primary owner; why? Question: Is there a way I can change the Primary owner for an already-created appointment? Question: Can I edit/reschedule a booked collective appointment? What is this feature? Collective bookings are a sophisticated and efficient approach to concurrently scheduling multiple participant meetingsThis scheduling feature allows the synchronization of different team members' schedules to streamline the booking processIt essentially amalgamates the team members' calendars to provide a standard time slot that suits everyone, thus allowing for collective or group bookingsThis functionality is an invaluable asset in several contexts, such as setting up dynamic sales calls that involve an account executive and a sales development representative (SDR), organizing complex technical support calls that require both a customer support rep and an engineer, or conducting insightful interviews involving a recruiter and a hiring managerSetting up a collective booking calendar is straightforwardYou navigate to Calendars ➝ Calendar Settings, click "Create Calendar," and select "Collective Booking." You then fill in the necessary details like the calendar name, team members involved, a custom URL for the calendar, and a meeting locationOnce these details are confirmed, your Collective Calendar is ready to goA unique aspect of collective Booking is the concept of a 'Primary Owner.' This individual leads the appointment, acts as the appointment owner, and is assigned contacts if contact assignment is enabledThe primary owner is typically the first team member added to the collective Booking, but they can be changed as needed for greater flexibility and efficient team managementNotification-wise, all team members are alerted when a contact books an appointmentThis process ensures that everyone on the team stays informed about each appointment, fostering effective communication and collaborationIn addition to these features, collective Booking includes payment capabilities if enabled for the calendarWith this, users have to make the payment first, and only after the payment is confirmed does the appointment get bookedThis system ensures a seamless, secure transaction process, making the collective booking experience smooth and convenient for both users and customersUsage Cases: Use Case Slot Intervals Slot Availability User Availability Interview Scheduling The slot interval can be customized based on the duration of the interviewSlots are only available when all the interviewers are free simultaneouslyThe system checks the availability of all interviewersTeam Meeting The duration of the meeting determines the slot intervalSlots are available when all team members are freeThe system checks the availability of all team membersSales Call Slot intervals are customized to accommodate the length of the sales callSlots are available when all involved sales personnel are freeThe system considers the availability of all sales personnelTechnical Support Call Slot intervals can be set according to the estimated call durationSlots are available when both the customer support rep and engineer are freeThe system checks the availability of the customer support rep and the engineerProject Management Meeting The slot interval is based on the shortest available time slot among all project team membersSlots become available when all project team members are available simultaneouslyThe collective booking feature considers the availability of all project team membersEducational Tutoring Session The shortest available slot between multiple tutors determines the time slot intervalsSlots become available when all tutors are free at the same timeThe availability of tutors is considered in the collective booking featureMedical Consultation The slot intervals are based on the shortest available time between a doctor, nurse, and possibly other medical staffThe slots are available when the doctor, nurse, and other involved medical staff are free simultaneouslyThe collective booking feature considers the availability of all medical staff involvedClient Onboarding The time slot intervals are determined by the shortest available time slot among the sales rep, product specialist, and customer success managerSlots become available when the sales rep, product specialist, and customer success manager are free simultaneouslyThe collective booking feature considers all team members' availability in client onboardingHow does a Collective Booking work? The Collective Booking calendar allows multiple users or team members to share a common calendarWhen someone wants to schedule an appointment with the team members, they can see available time slots based on their combined availability in the collective booking calendarHow to Create a Collective Booking Calendar Go to Calendars ➝ Calendar Settings Click on "Create Calendar" Select "Collective Booking" Add the mandatory details for this calendar Calendar Name Select Team members (A minimum of 2 team members are required for a Collective Calendar) Custom URL Meeting Location - This is not mandatory but recommendedIf no meeting location is added, then the Custom Meeting location for the primary owner would be taken as defaultYou can click on "Confirm" and your Collective Calendar will be created3To customize the Calendar Settings, you can either click on the "Go to advanced settings," or once the calendar creation is done, you can click on Edit calendar which would take you to the advanced settingsPrimary Owner A primary owner in Collective booking would be that team member who would lead the appointmentThe primary owner would also be the Appointment owner, and if the contact assignment is enabled then the contact would get assigned to the primary ownerBy default, the first team member added to the collective booking would be made the primary owner and the primary owner in the Collective booking cannot be deletedChange Primary Owner To change the Primary owner Go to Advanced Settings/Edit Calendar ➝ Meeting Details You would see the option "Make owner" against all the team members who are not currently Primary owner Click on "Make owner" against the team member whom you want to make Primary Owner 4The owner would change as shown below and would be indicated with the "Owner" label next to them Please Note: A Primary owner cannot be deleted from the collective booking calendarTo delete a team member please ensure that the team member is not the Primary owner How would the Notifications work? Only the assigned user will receive the email notificationHowever all the Users would receive a calendar invite notification from their third party integrated calendars (Google, Outlook, iCloud) Payments Payments would continue to work for Collective Booking if they are enabled for the Calendar, where the user would have to make the payment first, and once the payment is confirmed only then would the appointment be bookedFAQs Question: How many team members can I add to a single collective booking calendar Answer: You can add upto 100 team members in a collective calendar, although please remember the more team members lesser the chances of finding available slots across all of them Question: Would payments work in Collective booking? Answer: Yes, payments would work for Collective BookingQuestion: Can I use collective booking for virtual appointments? Answer: Collective booking can be used for virtual and physical appointments; please add the correct details in the Meeting location fieldQuestion: Can I remove a team member from an existing collective booking calendar? Answer: You can remove any team member from the collective booking calendar except for the Primary ownerIn case the team member you want to remove is a Primary owner, change the ownership from that user and then you would be able to remove the team memberQuestion: I have changed the primary owner of the collective booking calendar, but for the existing appointment, I still see the old primary owner; why? Answer: The details of the booked appointment would reflect based on the Calendar settings, which were there when the appointment was bookedAny appointment booked after the changes would start reflecting the changesQuestion: Is there a way I can change the Primary owner for an already-created appointment? Answer: No, there is no way for users to change the details of an already booked collective appointmentQuestion: Can I edit/reschedule a booked collective appointment? Answer: Yes, you would be able to edit the details of the collective booking appointmentHowever, you could not change the team member details for the booked appointment </s>
<s>[INST] LC Email / Mailgun replies not working when using WIX as the domain provider [/INST] Where did you get the domain for WIX? You will need to follow this article in order to set up your nameservers so they are not managed by WIX. https://support.wix.com/en/article/dns-records-needed-to-connect-your-domain-to-wix Change the nameservers here: And then choose I will use GoDaddy Nameservers Go to this article and copy the record here to add to your DNS records: https://support.wix.com/en/article/dns-records-needed-to-connect-your-domain-to-wix Hit Edit pencil button on the right Paste the A record here: Edit the original CNAME record and Paste the wwwXX.wixdns.net record here: Go to https://dnschecker.org/ Put yourdomain.com (A record) and search to see if it's working: Put www.yourdomain.com (CNAME record) and search to see if it's working: Put yourdomain.com (NS record) and search to see if it's working: Go to your website yourdomain.com and see if your website is working. Now you can set up Mailgun in your domain provider's DNS records following these articles! Step-by-step guide to set up Mailgun How to Set Up a Dedicated Sending Domain (LC Email) </s>
<s>[INST] Exact Match & Contains Phrase Triggers [/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. Looking for an overview of what a dialogue flow considers positive and negative intents? List of Negative Intents List of Positive Intents </s>
<s>[INST] Form "height" display issue on wordpress [/INST] If the form you are trying to embed is getting cropped or it is has unusual display behavior, you can add a "height" parameter in the embed code while also removing the script at the end of the embed code which handles responsiveness but can interfere with other platforms like WordPress or Squarespace. </s>
<s>[INST] How to import HTML Email Templates/ Campaigns [/INST] Are you tired of manually building email templates on different platforms, or do you happen to have several go-to templates? With the HTML Email builder, you can effortlessly import your pre-existing email templates from various systems. This convenient feature saves you time and energy, as you can manage all your email campaigns in one unified platform while utilizing your top-performing emails. Covered in this article: Steps to Use HTML Email Templates/Campaigns For Templates For Campaigns Relevant Help Docs Steps to Use HTML Email Templates/ Campaigns The user will be required to visit the Marketing > Email Builder. For Templates The user needs to click Create New Template. In the dropdown, there are 3 options. Select the option of Blank Template from the three options. 3. There will be a popup window with the option of Design Editor (drag and drop builder) and Code Editor (HTML builder). The user needs to select the Code Editor. 4. Once the Code Editor opens, please paste HTML in the Editor area to get the preview. For Campaigns The user needs to click Create Campaign. 2. There will also be a screen with a list of all the templates and blank campaigns. Select the option of Blank Campaign to go forward. 3. There will be a popup window with the option of Design Editor (drag and drop builder) and Code Editor (HTML builder). The user needs to select the Code Editor. 4. Once the Code Editor opens, please paste HTML in the Editor area to get the preview. Help Docs Preview And Test Your Email Campaign/Templates Email Templates vs. Email Campaigns Email Builder Overview How to use RSS Blocks in the Email Builder How to Import Email Template(s) from Mailchimp How to import Email Template(s) from ActiveCampaign </s>
<s>[INST] How can my Affiliate see their stats on the Client Portal? [/INST] The Client Portal is a dedicated platform to enhance your affiliates' interaction with your businessThis secure, user-friendly interface provides affiliates access to critical information like tracking leads, commissions, payouts, and customer data tied to their affiliate linksIt fosters smooth communication and streamlined operations between your organization and its affiliatesCovered in this Article: What is the Client Portal? Quick Review of the Affiliate Manager in Relation to the Client Portal: Usage Cases for Affiliate Manager data visibility on the Client Portal: How can Affiliates Access the Client Portal? Adding Affiliate to Campaign: Affiliate Sign-Up: Affiliate Login: Accessing the Affiliate Dashboard: What can my affiliates see in the MyPortal? Dashboard Screen: Leads/Customers Screen: Commission Screen: Quick Pointers: FAQs Q: Where can my affiliate view their performance statistics? Q: How can affiliates view their payment information? Q: Can my affiliates see the details of the leads and customers who have signed up through their links? Q: What if the affiliate is part of an inactive campaign? Q: Can affiliates see the reasons why customers canceled? Q: How often are the affiliate stats updated? What is the Client Portal? Client Portal is a centralized platform enabling clients to interact with your business across multiple domainsLogging into the portal allows clients to view and manage their affiliate commissions, join community groups, and access their membership coursesThis one-stop access point enhances customer service and promotes client retention by facilitating easy communication and self-servicePlease review these articles for more details on the Client Portal: How to set up the Client Portal? How can my customers use the Client Portal? Quick Review of the Affiliate Manager in Relation to the Client Portal: 1Starting with the Affiliate Manager (Overview & FAQ): For newcomers to the system, this comprehensive introductory guide on the Affiliate Manager covers all the basics and answers common queries2How can my affiliate login to Client Portal? After setting up your Affiliate Funnel with products - a process described in this detailed guide on Affiliate Funnel Setup, you can add affiliates to your system manually or in bulkHere's a step-by-step tutorial on how to do thisOnce added to an active campaign, affiliates will receive an email to sign up on the Client Portal3What can my affiliates see in the Client Portal? Upon logging in, affiliates will land on the Affiliate Dashboard, a part of the comprehensive Affiliate Manager CampaignThis dashboard gives affiliates access to important statistics and tools, like affiliate links, leads and customer counts, and payment details4Managing Affiliate Payouts: Your affiliates can view details about their earnings and payments dueYou can manage these payouts using the process outlined in this guide on Affiliate Payout Management5Updating an Affiliate using Workflows: To make managing affiliates easier and more efficient, use Workflows to automate adding, removing, or updating an Affiliate6Transitioning from FirstPromoter to Affiliate Manager: If you plan to transition from FirstPromoter to the Affiliate Manager system, this guide will help you understand the process and ensure a smooth switchUsage Cases for Affiliate Manager data visibility on the Client Portal: Tracking Campaign Success: The dashboard on the Client Portal shows the count of leads, customers, and canceled customers who have signed up through an affiliate's linksThis information can help your affiliates assess the success of their marketing effortsThey can identify which campaigns are working best and where to improveViewing Payment Information: By accessing the Commission screen, affiliates can view their earned commissions, the amount owed to them, and the total revenue they have generated for your businessThis transparency can encourage trust and motivate them to improve their performance furtherIdentifying Effective Channels: By analyzing the leads and customers who have signed up through their links (accessible on the Leads/Customers screen), affiliates can identify which channels or platforms bring in the most sign-upsThey can then focus their efforts on these channels to maximize conversionsPlanning Future Campaigns: All the statistics in the Client Portal can inform future marketing campaignsAffiliates can identify successful strategies from their stats and replicate these in future campaignsEvaluating the Impact of Inactive Campaigns: Affiliates who are part of inactive campaigns can still view their stats, even if they can't use their affiliate linksThey could use these statistics to evaluate the potential impact of these campaigns if they were to become active againAnalyzing Customer Behavior Post-Sign-Up: With information on canceled customers, affiliates can understand the reasons behind customer drop-offs and strategize ways to minimize themImproving Communication with the Business: Regularly checking their stats allows affiliates to have informed discussions with your team about their performance, issues, or suggestions for the affiliate programPlease note: The information in the Client Portal can only be as accurate as the input dataEnsure all relevant data for your affiliates is correctly and promptly entered and updatedHow can Affiliates Access the Client Portal? Adding Affiliate to Campaign: As an account owner, navigate to the Affiliate Manager and add your affiliate to an active campaignOnce added, they will automatically receive an email invitation to sign up on the MyPortal appPlease Note: If your affiliate does not receive the invitation email, advise them to check their spam or junk foldersIf the email is not there, double-check that you entered their email address correctly and that the campaign is activeThis article covers how to set up an Affiliate Manager CampaignAffiliate Sign-Up: Your affiliate should click the link in the invitation emailThis will redirect them to a sign-up pageAsk them to follow the prompts to create their accountPlease Note: If your affiliate is having trouble signing up, advise them to ensure they enter the correct details and have a strong internet connectionAffiliate Login: Once your affiliate has created their account, they can log in to the MyPortal app using their credentials or a one-time password provided during the sign-up processPlease Note: If your affiliate is having trouble logging in, advise them to ensure they are using the correct credentialsIf they forgot their password, they can reset it using the "Forgot Password" functionAccessing the Affiliate Dashboard: Once logged in, your affiliate will land on the Affiliate Dashboard, where they can view their stats and affiliate linksPlease Note: If the affiliate dashboard is not immediately visible upon login, instruct your affiliate to click on the 9 dots in the top right corner and choose "Affiliates." This process ensures your affiliate has access to the MyPortal app, enabling them to keep track of their stats, manage their affiliate links, and easily access necessary informationWhat can my affiliates see in the MyPortal? In the MyPortal app, your affiliates can access various information and insightsHere's what they can see: Dashboard Screen: Here, affiliates can view all their affiliate links associated with different campaigns they are part ofThey can monitor the count of Leads, Customers, and Cancelled Customers who signed up through their affiliate linksAdditionally, they can view their payment information, such as the total amount paid to them, the amount owed by the affiliate admin, and the total revenue they've generated for your businessPlease Note: Affiliates should remember that their statistics and results might vary across different campaignsLeads/Customers Screen: On this screen, affiliates can examine the details of leads and customers who signed up through their affiliate linksThis data is crucial for understanding their reach and the effectiveness of their promotional effortsCommission Screen: This screen provides a breakdown of the customers who signed up via their affiliate links, the commission amount owed to the affiliate, and the status of their payoutThis allows them to track their earnings and payment status efficientlyPlease refer to this article for more details on how Commissions are calculatedPlease Note: If the commission isn't reflecting in cash flows as expected, it could be due to various factors, such as return policies or the payment cycleThe Affiliate Manager just calculates the ideal amountMake sure your affiliates know thatQuick Pointers: Affiliates should be aware that if they are added to an inactive campaign, they can view their stats, but their affiliate link will be disabled, preventing its use for that particular campaignFAQs Q: Where can my affiliate view their performance statistics? A: Affiliates can view their stats on the Dashboard screen in the Client PortalHere, they can see their affiliate links, count of leads, customers, and canceled customers that have signed up through their linksQ: How can affiliates view their payment information? A: Affiliates can view their payment details on the Commission screen in the Client PortalThis screen shows the total amount paid to the affiliate, the amount owed by the affiliate admin, and the total revenue generated by the affiliateQ: Can my affiliates see the details of the leads and customers who have signed up through their links? A: Yes, affiliates can view these details on the Leads/Customers screen in the Client PortalQ: What if the affiliate is part of an inactive campaign? A: Affiliates can still view their stats even if they are part of an inactive campaignHowever, their affiliate link will show as disabled, and they won't be able to use it until the campaign is activatedQ: Can affiliates see the reasons why customers canceled? A: The Client Portal shows the count of canceled customers but doesn't provide specific reasons for cancellationHowever, this information can be valuable in identifying trends or issues that may need to be addressedQ: How often are the affiliate stats updated? A: Affiliate stats are updated in real-time, so affiliates can always access the most up-to-date information in the Client Portal </s>
<s>[INST] Action Required: UK SMS Messages Sent Via International Long Codes Will Be Blocked from June 1, 2023 [/INST] If you've recently sent text messages to United Kingdom (UK) mobile numbers using international long codes. Here's what you need to know: Effective from June 1, 2023, UK network operators will block SMS messages sent with international long codes. This change is happening because UK network operators consider the use of international long codes for Application-To-Person (A2P) SMS as an abuse of Person-To-Person (P2P) routes. To comply, SMS messages to the UK must be sent with a local number. What do you need to do? Before June 1, 2023, use a local UK number to send A2P messages to the UK: If you are on LC Phone and not sure how to buy an SMS-capable number, please reach out to support so we can buy a mobile UK number for you. If you are not on LC Phone, follow these steps in the Twilio Console: Develop > Phone numbers > Buy a number > Country set to UK > Un-check Voice capabilities This will return a list of numbers you can buy for receiving messages What if you don't take action? Failure to take action will result in the blockage of SMS messages sent to the UK using international long codes starting from June 1, 2023. </s>
<s>[INST] Split Action [/INST] More Tutorials from the Community https://youtu.be/Fzxfsrf934U https://youtu.be/4lYZzaZbPEc https://youtu.be/YONy1TjgN_8 https://youtu.be/jayuTmTMGEs In this Article What is Split Action? What are the different types of Split Action? How to use the Split action? Random Split Use Cases Points to be noted 1What is Split Action? Welcome to the Split action—a powerful tool designed to empower your marketing and sales automation strategiesWith Split, you can explore diverse routes in your workflows, analyze performance, and optimize your engagement strategies2What are the different types of Split Action? Random Split 3How to use the Split Action? 3.1 Random Split Purpose: Divide your contacts into multiple paths based on a random distribution according to the selected percentage, allowing you to test different variations of your workflow and identify the best performing oneFeatures: Random Split: Send contacts to different paths with percentages you define (e.g., 60% to Path A, 40% to Path B)Multiple Paths: Create up to 5 separate paths for your contacts to followCustomizable Path Names: Rename each path to clearly identify its purposeStats Tracking: View detailed statistics on the number of contacts entering and completing each path, as well as their goal conversionsGetting Started: Add the Split action to your workflow by clicking on the "+" icon to add an action and selecting "Split" from the "Internal Tools" category2The Split action screen will open3Choose "Random Split" from the Distribution Type dropdown4Customize your paths: Change the default "Path A" and "Path B" names to your desired variationsSet the percentage of contacts you want to send to each path (total must equal 100%)5Add upto 5 paths and remove a path by clicking on "X" icon next to the path you want to delete6Click on the "Statistics" icon to check how many contacts have entered which path7Stats will also be visible in the workflow if the "Stats View" is tuned onExample for Random Split The distribution in random split is totally random just like rolling a dice is randomImagine you have 100 customers entering a workflowYou've set up a Random Split with two paths: Path A and Path B, each with a 50% chance of receiving a customerThis split is like flipping a coin: each path has an equal chance of being chosen for each customerHere's how the distribution might look: Customer 1: Flips heads, goes to Path ACustomer 2: Flips tails, goes to Path A (again)Customer 3: Flips heads, goes to Path BCustomer 4: Flips tails, goes to Path B (again)Customer 5: Flips tails, goes to Path B (again)Customer 6: Flips tails, goes to Path AThis pattern continues randomly, with each customer having a chance of going to either path, regardless of previous choices4Use Cases Scenario: You're an e-commerce store owner selling new running shoesYou have two email subject lines in mind: "Fuel Your Run with the Ultimate Shoe" and "Unleash Your Speed: Our Game-Changing Shoes." Solution: Use the Random Split action to divide your mailing list randomly (e.g., 75/25)Send 75% of the list the "Fuel Your Run" email and the other 25% to the "Unleash Your Speed" emailTrack website visits, purchase rates, and other key metrics for each pathOutcome: After a set period, analyze the results and see which subject line led to higher engagement and salesNow, you have data-driven proof of the best performing message, which you can confidently apply to future campaigns5Points to be noted Once a contact heads down one path, that is their only pathIf they re-enter they will not proceed down the other path they will always head down the original path </s>
<s>[INST] Standard Triggers - Opportunity Changed [/INST] Runs when the opportunity gets changed Filters: Custom Values: </s>
<s>[INST] How to customize the onboarding email that is sent to new sub-account users? [/INST] SaaS agencies can now customize the email that is sent to newly added sub-account users. TABLE OF CONTENTS Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email Step 2: Select sub-account Step 3: Customize the template Step 4: Save Step 1: Go to SaaS Configurator > Advanced Settings > Customize Welcome Email > Customize Now Step 2: Select the sub-account where you want to store the email template. Select 'Customize Email'. Step 3: In the email builder that opens up, customize the layout, add custom values, implement brand theme etc. Step 4: Select 'Save'. As mentioned above, the template is stored in the sub-account selected at the time of defining the template for the first time. Please DO NOT DELETE the email template at its source. Upon doing so, the customization will be lost and all emails going forward will fall back to the default email template. </s>
<s>[INST] How to Use Live Chat Triggers and Actions [/INST] More Tutorials from the Community https://youtu.be/k7x6tR2ulLU https://youtu.be/KYIFI_eT-Q4 https://youtu.be/l0RN6dmblbk https://youtu.be/ZklGChVZPeg </s>
<s>[INST] Issue certificates on Course Completion [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=3JRXGdpIVig https://www.youtube.com/watch?v=ecSfN6UxtTs https://www.youtube.com/watch?v=YbeS0RoylRg&t=2s https://www.youtube.com/watch?v=4ZZJLr5Kq0U Introducing our brand-new feature: Certificates integrated with courses! This enhancement allows location users to send customized certificates for course completion. Learners will receive email notifications with links to access and download their certificates. It's a fantastic way to acknowledge and celebrate your learners' accomplishments. TABLE OF CONTENTS Issue a Certificate FAQs Issue a Certificate To issue a certificate on course completion, follow the below steps: Choose a product (Course) for which you want to issue a certificate (Memberships > Courses > Products) Go to Certificates Tab Click on Attach Select a template to attach Category will be selected as Course Completion (by default) Click on Save Once saved, all new learners of the course will receive the certificate automatically, via email, each time they complete the specific course All issued certificate details will be available under the Certificates tab (Memberships > Certificates) Note - Only one certificate can be attached for course completion at one point of time. To add a new template, edit and choose new template, or delete the attached template and add a new one FAQs What happens if I mark a certificate as inactive for a specific course? The certificates would not be sent out automatically, after course completion to learners, unless marked as Active again How to stop sending certificates on course completion to a specific learner? Go to the Sites > Memberships > Certificates > Issued Certificates > Click on three dots and then click Revoke Access for the specific learner. Once the access is revoked, the learner cannot access the previously sent certificates. Can learners share their certificates publicly? Yes, all learners can copy their certificates link and share </s>
<s>[INST] How to Schedule Batch Email Campaign(s)? [/INST] Introduction Schedule Email Campaign with Batch Delivery (Drip Mode) is a feature that allows you to send the email campaign in timed batches rather than to your whole audience at onceThis helps control traffic to your websites or funnels and prevents potential tension on your serverIn Email Marketing, when you create a batch schedule email, there will be the option to select the template, design the content, and choose the settings of adding receipt and delivery method as a batch schedule where you can select the batch quantity, and days and timeCovered in this article: Before you start Create an email Pre-sending ChecklistFAQ I would like to edit the copy of the Batch Campaign, is it possible? I don't want the statistics to get affectedHow can I reschedule an RSS email campaign? What are the rate limits for sending in the system? Add in drip mode: Add all at once & Add all at a scheduled time: Before you start Here are some things to know before you begin this processTo send an email, make sure that you've created an email template to send the campaign To send an email, make sure that you have verified the domain to send the emailCreate an email To create a batch email, follow these steps1Click the Create Campaign 2The Next Step is to select the Email Template which you would like to create a Marketing Email CampaignThere is a preview option to check the template3Now it will take to the builder, where you'll design your content and place the necessary elements for campaignsWhether you're an expert or a novice in email marketing, Email Builder gives you tools to design beautiful campaigns4Email builder is designed to let you work on the different parts of your email in the order you choose, and review everything at once before you send itYou need to click on Send or SchedulePre-sending ChecklistThere are a few things left to do before sending the "Batch Schedule" email campaignStep 1: Add your recipients in the To section by choosing email(s) or smartlist(s)Step 2: Add your email address in the From sectionStep 3: Add your name in the Name section (Optional) Step 4: Add your subject line in the Subject sectionStep 5: Add your Preview text in the Preview section(Optional) In the "Sending Options" located on the left of the image above, select "Batch Schedule" (red square) and complete the steps below: Step 6: Add your Start date of the campaign Step 7: Add the Batch Quantity Step 8: Add Repeat after (Add number based on the frequency) and frequency as days, hours, minutes, and secondsStep 9: Uncheck the days from the week when you don't want to send the Batch delivery Email Campaign Step 10: Add the specific time for start and end Please Note: - Please check the details of the execution date, time, and time zone before scheduling! - There will be an option to delete or reschedule the email campaignIf the user wants to reschedule the campaign, they can click reschedule and set the date-time of the campaign- The reschedule will be allowed before one hour of sending the email campaignFor example if the schedule date is 11 AM EST, it will allow us to reschedule till 10 AM ESTFAQ I would like to edit the copy of the Batch Campaign, is it possible? I don't want the statistics to get affectedYes, you can edit the copy of the Ongoing Batch Schedule Campaign by clicking Update Email ContentOnce you edit the copy before the execution date, please click save editsNote: It is not necessary for the copy will get updated but we try to update before the execution queue initiate in the serverHow can I reschedule an RSS email campaign? Rescheduling of Email Campaign is possible for Simple Schedule, Batch Schedule, and RSS Schedule before one hour (60mins) ahead of the execution dateThe user will be required to visit the Marketing > EmailPlease visit the Email Campaign tab, it will have a list of Email Campaigns listed with Simple Schedule, RSS Schedule and Batch Schedule which can be rescheduled before one hour of execution date/timeIn the action button, there will be the option of Reschedule CampaignThe user can make the changes to the details of the Schedule and change the delivery modelOnce the changes are done, the user is required to mark it as the rescheduled campaign to save the settingsWhat are the rate limits for sending in the system? Add in drip mode: Frequencies of 30 sec - 1 min: 1,000 messages per minute Frequencies of 5 min: 4,999 messages per minute Frequencies of 6 min - 10min: 5,000 messages per minute Frequencies of Above 10 min: 10,000 messages per minute Add all at once & Add all at a scheduled time: Less than 10k - we process - 15k contacts per hour More than 10k but less than 50k - we process - 6k contacts per hour More than 50k but less than 70k - we process - 3k contacts per hour More than 70k - we process - 1.5k contacts per hour </s>
<s>[INST] How to fix when the Review Request Email is not sending [/INST] Once you are in the location subaccount: 1. Check what SMTP they are using, if info@gohighlevel.com is connected in the SMTP integration, the user needs to log in as info@gohighlevel.com and send the review request. 2. Check if the Email content has any Custom Values and check if they look good. 3. If they use Mailgun, there might be a delay. Article mentioned Limitation of using SMTP when emails are not sending: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48001203144-limitation-of-using-smtp-when-emails-are-not-sending Reviews, Review Requests, and the HighLevel Review Widget: https://help.gohighlevel.com/support/solutions/articles/48000980328-reviews-review-requests-and-the-highlevel-review-widget </s>
<s>[INST] Industry Playbook - Insurance Company [/INST] The roadmap for growing a local Insurance Company online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat buyers. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Insurance Company’s website. Integrate the Insurance Company’s Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Insurance Company 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 Insurance Company often sends to people. Activate Conversation AI so the Insurance Company 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 Insurance Company can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Insurance Company can easily send out news, updates, and promotions to their contacts. </s>
<s>[INST] Marketplace App Distribution Type [/INST] This article outlines the available distribution types—Agency, Subaccount, and Agency & Subaccount—and provides insights to help developers select the best fit for their app, detailing listing visibility, installation protocols, payment processes, and re-selling capabilitiesTABLE OF CONTENTS What Are Distribution Types? Distribution Type - Agency App Listing Installation and Uninstallation Payments Re-selling Distribution Type - Sub-account App Listing Installation and Uninstallation Payments Re-selling Distribution Type - Agency and Sub-account App Listing Installation and Uninstallation Bulk Installation Future Installation Payments Re-selling What Are Distribution Types? Distribution types determine the placement of your app within the appropriate account level (Agency or Subaccount) and grant corresponding app-level accessWe currently support three distribution types: Agency Subaccount Agency & Subaccount Distribution Type - Agency Choose this distribution type if your app's functionalities are applicable only to agency-level accountsApp Listing: Apps will be listed solely in the agency level app marketplaceInstallation and Uninstallation: Only agency administrators or owners have the authority to install or uninstall the app at the agency account levelPayments: For paid applications, the installing agency is responsible for the app's costRe-selling: Agencies cannot re-sell these apps, as they are not available for installation at the sub-account levelDistribution Type - Sub-account Select this type if your app's functionalities are intended for sub-account level accountsApp Listing: These apps are listed exclusively at the sub-account levelInstallation and Uninstallation: Sub-account administrators can install the app at their respective account levelsThese apps do not support agency level installation or bulk installation across multiple sub-accountsPayments: The sub-account installing a paid app will bear its costRe-selling: These apps can be re-sold by agenciesFor more details on app re-selling, click hereDistribution Type - Agency and Sub-account Opt for this distribution if your app's functionalities are relevant at both the agency and sub-account levelsApp Listing: These apps are accessible in both agency and sub-account level marketplacesInstallation and Uninstallation: Installation and uninstallation of these apps at the sub-account level must be carried out by agency admins or owners onlySub-account admins cannot perform these actionsBulk Installation: Agencies can bulk install these apps across their sub-accounts at the time of installation, choosing either all existing sub-accounts or a specific subsetEach sub-account installed with the app will incur charges if the app is paidFuture Installation: Agencies can automatically install these apps for future sub-accounts if they choose the 'all sub-accounts' option during the initial installationPayments: Upon installation, both the agency and the sub-account are charged for paid appsRe-selling: Agencies can re-sell these apps to their sub-accounts, with the agency paying the base price set by the developer and sub-accounts paying a marked-up price set by the agencyFor more details on app re-selling, click here </s>
<s>[INST] Round Robin Calendars Appointment Distribution Logic [/INST] More Tutorials From the Community https://youtu.be/x7ADBvcjoqY https://youtu.be/BOzRUFylbiM https://youtu.be/AWUVwKyNxXM https://youtu.be/7Vj-JE2WZak https://youtu.be/4lh4jP2jhzU With the Round Robin Event Type, you can provide customers with more available time slots while efficiently handling your team's workloadIt automatically assigns new meetings to team members, eliminating the need for manual assignments and saving you time In this article How Round Robin scheduling works Round Robin Calendar Logic Optimize for availability Optimize for equal distribution Related Articles: How to create Round Robin Calendars How Round Robin scheduling works When a new meeting request comes in using the Round Robin Event Type in GHL, our system checks the availability of each connected team memberGHL then automatically assigns the meeting using customizable Round Robin event logicThis means no more back-and-forth emails to confirm meeting times! This streamlined process reduces the time gap between receiving meeting requests and team members being able to follow up, making our response time even fasterRound Robin Calendar Logic You can configure Round Robin automated meeting assignments in two ways: Optimize for availability Boosting availability is like supercharging the customer experience – it means more time options for folks wanting to meet and less time waiting aroundImagine all your team's free time slots combined into one big poolWhen someone picks a time, GHL automatically hands the meeting off to the next available team memberNow, let's say there's more than one available person at the selected timeGHL lets you decide who gets the meeting firstThis cool feature helps you manage your team automatically and respond quickly, all while achieving different team goals: 1Send meetings to someone who needs more chances to hit their monthly goal2Give a new team member a chance to build their skills or customer base3Make sure reps with specific know-how are available for certain meetings4Boost engagement by sending inquiries to team members who speak the preferred languageSetting team member priorities is easy – just select the priority from the drop down next to their names when editing the Event TypeAnd if a few team members have the same priority, the meeting goes to the person who hasn't had a scheduled meeting in the longest timeIf there are 2 users available with the same priority in that case the system would check for the total appointments booked for the users in the last 24 hours and then whoever has lesser appointments would be picked for booking the new appointmentOptimize for equal distribution Choosing equal distribution means spreading out meetings evenly among the teamGHL keeps an eye on how many meetings each person getsIf one team member has way more meetings than the others in the last 24 hours, they won't get assigned any more until their teammates catch upOpting for equal distribution ensures a fantastic customer experience while automatically balancing workloads among your team membersBy evenly spreading out meeting assignments, everyone gets fair chances to connect with customersThis approach also prevents burnout by ensuring no team member is overwhelmed with too many assignmentsThe system checks for the total appointments booked for the users in the last 24 hours and then whoever has lesser appointments would be picked for booking the new appointmentWhen optimizing for equal distribution, some time slots may not be offered if the only available team members have received too many meetings </s>
<s>[INST] How-to attach Custom Values (MMS) to SMS messages in workflows [/INST] Custom values are exceptionally powerful and versatileIn this guide, we will cover how you can use custom values to send MMS messages within workflowsCustom values are great for leveraging snapshots and your favorite workflow(s)Its a quick and simple setup making your automation more scalable and excitingCovered in this article How to attach Custom Values URLs to SMS messages Troubleshooting What is the maximum MMS size when sending SMS? What are the support file types for MMS when sending via SMS? My custom value does not work when the message is sent? How to attach Custom Values URLs to SMS messages Step 1: Setup your custom value URL Head into the location settings > Custom Values > + Add Custom Value > Enter MMS URL Step 2: Head into your workflow where you would like to send the MMS Now that you are in your workflow make sure to attach the custom value as an attachmentYou will need to copy and paste the value Please note: There are strict requirements to MMS sizes when it comes to different carriersThese limitations are set by the carriersFor more info on the correct size requirements by carrier, please check out What is the maximum MMS size when sending SMS? Troubleshooting What is the maximum MMS size when sending SMS? Carrier Long code MMS attachment size Toll-Free MMS attachment size Shortcode MMS attachment size AT&T 0.6 MB 0.6 MB 0.6 MB Sprint 1.4 MB 0.6 MB 1.4 MB T-mobile 1.5 MB 0.6 MB 1.0 MB Verizon 0.675 MB 0.6 MB 1.2 MB What are the support file types for MMS when sending via SMS? jpeg png gif My custom value does not work when the message is sent? Please double-check to make sure: There are no spaces in your custom value URL, you can test this by adding it to a dummy funnel and previewing the pageIf the MMS appears the custom value works, please proceed to the next step below The MMS URL meets the size requirement for the provided carrier (see question above) </s>
<s>[INST] How to setup Replies in MailGun [/INST] TABLE OF CONTENTS Check Receiving Routes in Mailgun Try to reset Mailgun API key If replies are still not coming back into the platform, check if the MX records are set up properly. Check Receiving Routes in Mailgun 1. Once you log on to Mailgun, Click on Receiving tab and see if the webhook matches the screenshot below: 2. If the agency had the client get their own Mailgun account and the forward link needs to be white-labeled, they can use the webhook in the screenshot below: 3. If there are other webhooks that do not match the one in the screenshot, try removing them and see if it will fix the issue. 4. If there is no webhook there (should look like what's below), click on Create Route 5. Configure the following: Expression Type: Catch All Enable Forward: Paste this "https://services.leadconnectorhq.com/conversations/providers/mailgun/webhook/inbound" in the Forward section and REMOVE the **** in the URL Priority = 99 Description: HighLevel Route Click Save Try 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 Once it's done, refresh the Receiving page in Mailgun to see if the hook was created If replies are still not coming back into the platform: Check this out When email replies are not coming back to the Conversation </s>
<s>[INST] How to use Documents & Contracts? [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=eqKz8ZFzCyY https://www.youtube.com/watch?v=zcHG8DHllQI Proposals and estimates allow users to craft detailed outlines of services or generate succinct cost agreementsThrough a versatile document builder featuring text, images, videos, tables, and more, as well as digital signatures and document state management, this feature continues to serve as a comprehensive solution for professional business communicationWhether sharing a company's background or simply listing products and prices, these documents adapt to various needs, simplifying interactions with potential clientsCovered in this Article What are Proposals and Estimates? Proposals Estimates Comparison Between Proposals and Estimates Usage Cases: Usage Cases for Proposals Usage Cases for Estimates How to use this feature? How to create a proposal or an estimate? Elements inside the document builder Text Image Video Table Product list Add Discount: Amount Due: Properties: Page break: Signature: Document Variables Creating a Document Variable Utilizing the Document Variables in the Proposal Template Dynamic Customization Adding a Recipient in the Document Different States of a Document Actions for a Document What does the recipient have to do? FAQs Can I send a document to multiple clients? Can I have multiple people signing the same document Does the system capture the legal data required to validate a digital signature? Can I download the pdf and send it to the client instead of emailing it? Can the client download a pdf without signing the document? Will my client receive a copy of the signed document after finishing? Can I edit a document after my client has signed it? What are Proposals and Estimates? Proposals A proposal is a detailed document to convince prospective clients to choose a particular service or productIt outlines the specific problem or need of the clientIt provides a comprehensive solution, including how the work will be carried out, the timeline, terms and conditions, and often a cost estimateHere's what a proposal generally includes: Introduction: Overview of the problem, need, or goalObjective: Detailed explanation of the proposed solutionScope of Work: Breakdown of tasks, methods, deliverables, and timelinePricing: A comprehensive cost structure that can include a detailed estimate or fixed priceTerms and Conditions: Legal and procedural detailsCredentials: Information about the company, past work, testimonials, etcCall to Action: Steps for the client to proceed, like a signatureProposals are often customized to the client's specific needs and are used to secure a contract or projectEstimates An estimate is a simpler document that gives prospective clients a general idea of the costs of a project or serviceUnlike a detailed proposal, an estimate might not include a full breakdown of how the job will be doneHere's what an estimate generally includes: Description of Service or Product: A brief overview of what's offeredBreakdown of Costs: This may include labor, materials, and other associated costsTotal Cost: A summarized total priceTerms and Conditions: Including validity of the estimate, exclusions, etcOptional Details: Such as timeline, brief method description, etcEstimates are often used in the early stages of discussions with a client, providing a ballpark figure that helps them gauge whether to proceedComparison Between Proposals and Estimates Depth: Proposals are more detailed and tailored, whereas estimates are generally shorter and more genericPurpose: Proposals are used to win a contract, while estimates give an initial idea of the costContent: Proposals include thorough project details, while estimates focus on costLegal Standing: Proposals can be legally binding once accepted, while estimates are usually notUsage Cases: Usage Cases for Proposals Project Bidding: For businesses that are responding to RFPs (Request for Proposals), a proposal outlines the complete plan, cost, and commitment to delivering a projectLaunching New Products/Services: When approaching a potential client or partner with a new product or service, a proposal can present the benefits, features, pricing, and termsPartnership or Collaboration: Proposals can be used to forge new business partnerships or collaborations by outlining the mutual benefits, roles, responsibilities, and terms of the agreementGrant Applications: In academic or research settings, proposals are used to apply for funding grants by detailing the research plan, budget, objectives, and justificationInvestment Attraction: Startups and companies seeking investments may create proposals to showcase the business model, market analysis, financial projections, and terms to potential investorsContract Renewal or Modification: A proposal can be used to renegotiate terms or renew contracts with existing clients by presenting updated plans, pricing, or conditionsUsage Cases for Estimates Initial Client Engagement: For service providers like contractors, freelancers, or consultants, an estimate offers a prospective client a general idea of the cost, fostering initial engagementBudget Planning: Clients often request estimates from multiple vendors to plan their budgets and make initial decisions on whom to approach for a more detailed proposalQuick Sales Process: In retail or sales environments, a quick estimate can expedite the sales process by giving customers an immediate understanding of the total costFeasibility Study: In construction, engineering, or manufacturing, an early-stage estimate may be used to assess the financial feasibility of a project before detailed planningEvent Planning: Event planners can provide estimates to clients for different packages or customizations, allowing them to choose according to their budgetInsurance Claims: Insurance companies often estimate repairs or replacements covered under a policy, providing the policyholder with a clear understanding of what is coveredHow to use this feature? How to create a proposal or an estimate? Navigate under Payments ➝ Proposals & EstimatesClick on New> Choose between creating a Proposal or an Estimate: Elements inside the document builder Text Insert heading, paragraphs, bulleted lists, etc You can use properties and the Text editing tools above to style your textFont Style: This allows you to select from various fonts, such as serif, sans-serif, or decorative fontsDifferent fonts can be used to create a formal or casual toneFont Size: You can set the font size in pixels or other unitsSmaller sizes may be used for footnotes or captions, while larger sizes could be used for headingsLine Height: This option controls the spacing between lines of textIncreasing line height can make the text readable, while decreasing it can save spaceBackground Color: This is the color behind the textUsing contrasting colors for text and background can enhance readabilityMargin: Margins control the space around the text elementYou can set different values for the top, right, bottom, and left margins to create various effects, such as centering or indentationPadding: This refers to the space between the text and its container's borderAdjusting padding can create effects like making the text look inside a button or a labelText Color: You can set the color of the text itselfCombining text color with background color can create thematic consistency or highlight specific pieces of informationFormat Selected: The "Format Selected" or clear formatting option would allow you to remove any specific styling or formatting applied to a particular portion of the textThis can be helpful if you want to ensure consistency within your document or simply remove any unwanted styling, making the document appear more professional and easy to readCustom Values: Custom Values bring a personalized touch to your proposals and estimates by incorporating specific client details such as their name, project requirements, or locationThis personalization can improve the relevance of your proposal or estimate to each client, thereby enhancing their engagement and increasing the likelihood of acceptanceImage Insert images for professional document buildingAn image can be fetched from the Media Library or a non-private image URL sourceThe properties tools allow you to add some effects to the image and to resize it: Image URL This field is where you input the URL of the image you want to embed in the documentIt should be a direct link to the image file itself, hosted online (or in the Media Library) Align This option allows you to set the image's alignment within the documentCommon alignment options include left, center, right, or justifiedAligning the image correctly helps to improve the overall layout and visual flow of the documentImage Effects You can choose between Full Color and Black and white as color themes for your kmageThese effects can add aesthetic value to the document or emphasize certain aspects of the imageBackground Color This option sets the background color behind the imageIt might be used if the image has transparent areas or if you want to create a visual frame or contrast against the document's backgroundHeight & Width These fields allow you to set the specific dimensions for the image, controlling how much space it takes up within the documentAdjusting these dimensions can help the image fit well with the surrounding text and other elementsMargin Margin settings control the space around the imageThis space acts as a buffer between the image and other elements in the document, ensuring that text, other images, or borders don't clash with the imageMargins can be set individually for the image's top, right, bottom, and left sidesCombining These Properties These properties can be combined to create a cohesive and visually pleasing documentFor example: Aligning an image to the right and adjusting its width to fit the column, with a margin to separate it from the text, can create a professional sidebar effectUsing a specific background color that matches or complements the overall document's theme can make the image blend seamlessly into the pageApplying unique image effects that resonate with the document's content can add a distinctive touch, turning a standard image into an integral part of the document's designVideo Insert videos for better communication with the potential clientVideo URL: This is the direct link to the video that you want to embed in your documentThe video will be embedded and played directly within the document by pasting the URL hereSupported platforms for embedding include YouTube, Vimeo, Wistia, and VidyardBackground Color: This is the color that will be displayed behind the videoIt can be defined using a hexadecimal color code (e.g., #ffffff for white)This may be useful if you want the background to match the theme of your document or if you want to create a specific visual effectHeight: This is the vertical size of the embedded video in pixels (px)You can set it to define how much space the video will take up on the page verticallyWidth: This is the horizontal size of the embedded video in pixels (px)This setting defines how wide the video will appear on the pageMargin: This refers to the space around the video, both horizontally and verticallySetting the margin to 0px means there will be no extra space around the video; it will fit exactly within the defined height and widthIf you want to add some cushion or distance from other elements on the page, you will increase the margin sizeTable Insert a table to better structurize data inside the documentAdd Row Above: Insert a new row directly above the currently selected row in the tableAdd Row Below: Inserts a new row directly below the currently selected row in the tableAdd Column Before: Insert a new column to the left of the currently selected column in the tableAdd Column After: Insert a new column to the right of the currently selected column in the tableToggle Header Row: Enables or disables the top row as a header, often changing its appearance to distinguish it from other rowsToggle Header Cell: Enables or disables the selected cell as a header, often changing its appearance to set it apartDelete Row: Removes the currently selected row from the tableDelete Column: Removes the currently selected column from the tableMerge Cells: Combines the selected cells into one larger cell, allowing for a customized layout within the tableSplit Cells: Divides a merged cell back into individual cellsBackground Color: This allows you to set the background color for selected cells, rows, or the entire tableBorder Color: This allows you to set the color of the borders for selected cells, rows, or the entire tableThe options available for text editing are also available for tablesProduct list Offer a list of services offered, add taxes and discountsItem, Price, Qty, Subtotal: These are the column headings for the itemized listThey represent the description, individual price, quantity, and total cost for each item, respectivelyAdd an Item: This button or option allows the user to choose from pre-existing products and their associated prices within the system, likely saved within the CRMSelect a Product, Price: These fields enable selecting a specific product and its corresponding price, as defined in the product catalog or databaseCreate a New Item: This section provides the ability to define a new product or service, with fields for: Product Name: The name of the new productProduct Type: The category or type of the new productPrice Name: A label for the specific pricing optionAmount: The individual price for this productSave for Later Use Checkbox: An option to save this newly created item for future use within other documents, storing it along with other products and prices in the CRMSubtotal: This field calculates the total cost for all listed items before any additional charges or discountsAdd Discount: This option allows the application of a discount to the subtotal, affecting the final amount dueThe "Add Discount" feature in the context of a proposal or estimate document provides a way to reduce the subtotal amount by either a fixed monetary amount or a percentageHere's how the options work: Custom Amount: By selecting this option and entering a specific monetary value, you can directly reduce the subtotal by that amountThis might be useful if you want to offer a specific cash discount, such as $50 offPercentage: This option allows you to reduce the subtotal by a certain percentageYou can either type in the desired percentage or use a slider to choose the percentageThe percentage must be between 0 and 100, inclusiveThis kind of discount might be used to offer a seasonal promotion, such as 10% offThe subtotal after the applied discount is then automatically recalculated and displayedBy offering fixed amount and percentage options, the system provides flexibility in how discounts can be applied, enabling businesses to tailor their pricing to different situations and promotional strategiesWhether honoring a loyalty discount, offering a promotional price, or negotiating a custom deal, these discount options allow for precise and varied pricing adjustmentsAmount Due: This field displays the total amount due, reflecting the subtotal and any applied discountsProperties: This section allows customization of the appearance of the selected element in the document, such as the background color and marginsPage break: Insert page breaks for better readability in a pdfSignature: Accept digital signatures, formalize agreements, and take leads to closureThe "Signature" feature in a proposal or estimate document is a vital component that facilitates the formal agreement between partiesHere's an explanation of the different properties and options within this feature: To be signed by: This option allows the document creator to designate who is required to sign the documentIt can usually be linked to contacts within a system, such as a client, a representative of the company, or another relevant partyPlaceholder: This might be a visual representation of where the signature should go, guiding the signee on where to place their signatureIt can help in maintaining the format and layout of the documentSignature: This represents the actual area where the electronic or digital signature will be placedIt may allow for different types of signatures, such as drawn signatures or typed authenticationAlign: This property lets the user align the signature field within the documentProper alignment ensures that the signature appears neatly within the intended space, adhering to the overall design of the documentMARGIN: The margin settings allow for fine control over the positioning of the signature field, giving the user the ability to adjust the space around the signature for aesthetic or functional purposesThe signature feature, with its various properties, ensures that the document can be officially authenticated and agreed upon by the necessary partiesIt brings the convenience of digital agreement to business processes, enabling quicker turnaround times and reducing the need for physical paperworkWhether it's sealing a deal with a client or getting internal approval, the signature feature adds a level of professionalism and legality to the documentMore Tutorials from the Community https://youtu.be/Eflhdebsf3M https://youtu.be/70d79TeAbD0 https://youtu.be/oWb3Zme5YDA https://youtu.be/zA7UdYQRjMw Document Variables Document variables are placeholders that can be placed within a document and replaced with actual values when the document is executedThey offer dynamic content control and are crucial for templating and automationEfficiency: Using document variables, you can quickly replicate and tailor documents for various clients or scenarios without manually changing every detailConsistency: They ensure the same information is presented uniformly across different sections or documentsPersonalization: Document variables can be replaced with specific details related to the recipient, offering a more personalized and engaging experienceIntegration with Systems: Often used in conjunction with CRM or ERP systems to automatically populate documents with data stored in those systemsCreating a Document Variable A document variable is a placeholder that dynamically fills with specific content or dataIt's used to standardize information across multiple documents or instancesHere's how you might create a document variable: You can search for an existing Variable or create a new one with the + button: 1Define the Variable Name What Is It? The variable name is a unique identifier for the variable within the documentNaming Convention: Often, variable names adhere to certain rules or conventions, such as avoiding spaces or special charactersExample: If you were creating a variable for a customer's name, the variable name might be something like customer_name2Set the Variable Value What Is It? The variable value is the specific data or content that will replace the variable name when the document is generated or executedData Types: The value could be text, a number, a date, or other data types, depending on what the variable representsSuppose you're creating a proposal template for various projects and want to use document variables to ensure consistency and efficiencyHere are the variables you might create: project_name: The name of the specific projectclient_name: The name of the client organizationservice_description: A detailed description of the services being offeredtotal_cost: The total estimated cost for the projectdelivery_date: The proposed delivery date for the projectUtilizing the Document Variables in the Proposal Template Here's an example of how you might structure the proposal using these variables: plaintextCopy code Proposal for {{project_name}} Client: {{client_name}} Overview: We are pleased to submit this proposal for the {{project_name}}The following details outline our approach, services, and termsServices: {{service_description}} Cost: The total estimated cost for the {{project_name}} is {{total_cost}}Timeline: We expect to complete the project by {{delivery_date}}We look forward to working with you on the {{project_name}}Please do not hesitate to reach out with any questionsSincerely, [Your Name] [Your Company] Dynamic Customization Using these document variables, you can quickly generate proposals for different projects by simply changing the values of the variablesHere's how you might set the values for a specific project: project_name: "Website Redesign." client_name: "TechCorp Inc." service_description: "Design and development of a new responsive website, including user experience design, coding, testing, and deployment." total_cost: "$10,000." delivery_date: "December 31, 2023" Adding a Recipient in the Document Adding a recipient in the document is vital for document management, tracking, and executionDirection and Ownership: Clearly states who the document is intended for, ensuring it reaches the right individual or organizationAuthentication and Security: In many systems, the recipient's information is used for authentication, allowing only the intended recipient to access, review, or sign the documentTracking and Notifications: Helps in tracking the document status and sending notifications related to document actions (e.g., viewing, signing)Different States of a Document Documents have states representing their progress or status in a flowDraft: Indicates the document is still being worked on and has not yet been sent or finalizedIt's a stage where changes and revisions are commonWaiting for Others: The document has been sent but is awaiting action, usually signature, from the recipientIt might be coupled with reminders or expiration datesFinalized: The document has fulfilled its intended purpose, such as being signed by all parties, and is now considered complete and unalterableActions for a Document These actions are typical functionalities that allow users to manage and control their documentsEdit: Modify the content, format, or details of a documentClone: Create an exact copy of a document, useful for repetitive tasks or templatesDelete: Permanently remove a document, often subject to permissions and organizational policiesMark as Completed: Manually set a document's status as finalized, indicating no further action is requiredDownload PDF: Offers the ability to download the document as a PDF, preserving formatting and providing a universally accessible file formatWhat does the recipient have to do? Receive the Document: The recipient will receive an email or notification with a link to the document, or they can access it through a shared portalReview the Document: Before signing, the recipient should carefully review the document's content, including details of the proposal or estimate, terms and conditions, etcLocate the Signature Placeholder: The document will have a designated area for the recipient's signature, marked by a placeholder or specific instructionsSign the Document: Depending on the system in use, the recipient might: Sign electronically using a mouse, touch screen, or other input deviceUse a standardized electronic signature based on their typed nameOptional Actions: The recipient would also be able to: Change the Color of their signature Change the script style of their signature Accept and sign, or Cancel: Once the recipient has signed the document and completed any additional actions, they will need to submit or save the changes, thereby finalizing their part of the processOr Cancel if they choose not to proceed with itAccess a Copy: The recipient will have the option to download or access a copy of the signed document for their recordsFAQs Can I send a document to multiple clients? Yes, documents can be sent to multiple recipientsCan I have multiple people signing the same document Yes, you can add multiple signature boxes and assign them to different recipients in your documentDoes the system capture the legal data required to validate a digital signature? Yes, we capture some required data from the recipient automatically and generate a signature certificate after the document has been signed or marked as completedWe capture the following data and add it to the signature certificateName of the recipient Recipient email The document sent on Date with the timestampDocument viewed on Date with a timestampDocument signed on Date with timestamp IP Address Location Signature Default notifications configured Estimate Received (Receiver) Proposal received (Receiver) Estimate Signed (Receiver) Proposal signed (Receiver) Estimate Signed (Sender) Proposal signed (Sender) Can I download the pdf and send it to the client instead of emailing it? Yes, the download option is available inside the builder under three dotsCan the client download a pdf without signing the document? Yes, the document can be downloaded by the potential lead/contact before signing or finishing the documentWill my client receive a copy of the signed document after finishing? A default notification containing the pdf as an attachment is sent after the recipient successfully signs the documentThe pdf contains a copy of the signed document and the signature certificate containing the abovementioned detailsCan I edit a document after my client has signed it? Yes, a document can be moved to draft even after the client has signed itHowever, moving to draft will erase all signed data and the signature certificate and must be sent again to the receiver for signing </s>
<s>[INST] How to fix Error while displaying webpage after a purchase [/INST] If you're getting the error: "Order successfully placed! However, Something went wrong while displaying this webpage, please contact the seller." Here's how to fix: This error is shown because the order form tries to send the customer to the next page in the funnel / website, but there is no next page to display. You can add a next page to fix this issue, or change the redirect action on the order form settings. </s>
<s>[INST] How to Purchase a Phone Number in a Sub-Account [/INST] More Tutorials from the Community https://youtu.be/dPnqcQhfWHg https://youtu.be/wjAJ1T6iXks https://youtu.be/LDrc_G26bgE Before you continue with this guide, please make sure you have set up your agency telephony providerIf you still need to, please follow this guide first, as you can only purchase a phone number once a provider has been selectedCovered in this article How to buy a Phone Number within a Sub-Account Step-by-step on how to purchase a phone number in a sub-account Other Relevant Documentation How to buy a Phone Number within a Sub-Account How do I Migrate an Agency and Sub-Account to LC - Phone? Step-by-step on how to purchase a phone number in a sub-account 1At the top left, click here to switch to the sub-account where you want to purchase a phone number2Once you are in the sub-account, click on Settings 3Click on Phone Numbers 4Click on Add Number 5Select the Country you want to purchase the number forHere's a list of countries supported by LC Phone System/ Twilio: Twilio international phone number availability and capabilities If the country you want is on the list but not visible within the system, you can buy the number through the Twilio console for the location(ONLY applicable to Agencies who have integrated Twilio as the default telephone provider) A regulatory bundle/Address is required if your agency resides outside the USA or CanadaPlease Note: Regulatory Bundles/Address are an industry-standard practice, not a HighLevel-specific requirementIf your sub-account is outside of the USA and Canada, we highly recommend that you complete the regulatory bundle/address registration for the best telephone experienceIf you are using Twilio as your agency phone provider, please check out how to Purchase a Twilio Number - "Please Select Bundle/Address to Purchase Number." Other Relevant Documentation How to Set Up Call Tracking (Number Pool) LC Phone Users: How do I Migrate an Agency and Sub-Account to LC - Phone? Compliance - LC Trust Center LC - Phone Messaging Policy LC - Phone Pricing Structure Regulatory Bundle and Address Creation for Sub-Accounts Twilio Users: How to buy a Twilio number for the HighLevel location in Twilio Twilio's international phone number availability and capabilities How to request a Twilio number that's not available? Purchase Twilio Number - "Please Select Bundle/Address to Purchase Number." </s>
<s>[INST] Google Analytics 4 Tracking [/INST] Google Analytics 4 (GA4) is the latest version of the Google Analytics platform that provides a more advanced and comprehensive view of user behavior across different platforms and devicesIt offers cross-device tracking, machine learning-powered insights, and enhanced event-tracking capabilitiesConcerning our CRM, the recent enhancement to track GA4 events with the measurement-id and API secret means that users of our CRM can now easily use GA4 tracking with their CRM accountsThis will allow them to track and analyze user behavior and engagement across different channels, including their website, mobile app, and social media platformsCovered in this Article: Steps to set up Google Analytics 4 in Workflows Create or use an existing Google Analytics Workflow Get a Measurement ID from your Google Analytics Data Stream Create a Google Analytics event that you want to track Get an API Secret Value from your Data Stream Steps to set up Google Analytics 4 in Workflows The existing workflow action for Google Analytics in the CRM includes both Google Analytics 4 and Universal Analytics, which means that users can choose to use either platform or both to track their marketing campaigns and website trafficThis provides a more flexible and integrated approach to tracking and analyzing user behavior, which can help businesses make data-driven decisions to improve their marketing strategies and user experienceCreate or use an existing Google Analytics Workflow In your Google Analytics Workflow, select the action 'Add to Google Analytics.' A new dropdown value under 'Action Type' has been introduced by the name 'Google Analytics 4'; select this from the dropdownGet a Measurement ID from your Google Analytics Data Stream Go to your Google Analytics account and fetch the measurement-id from Admin ➝ Account Settings ➝ Data Stream ➝ Select the Data Stream(Please refer to Google help documentation on how to Set up Google Analytics if you do not have it set up.) Copy the Measurement ID for your desired Data Stream: Paste the Measurement ID in the Measurement ID field of your Google Analytics Action in your workflowCreate a Google Analytics event that you want to track You can Add the event name that you wish to trackThis event name will show up under the Google Analytics dashboard along with other standard events that are set upGet an API Secret Value from your Data Stream Add the API secret by navigating to your Google Analytics account Admin ➝ Account Settings ➝ Data Stream ➝ Select the Data Stream ➝ Measurement Protocol API secretsPlease Note: Before an API Secret can be created you need to acknowledge that you have read and understood Google's privacy disclosures regarding the collection of user dataThen click on Create if no API Secret has already been createdName your API secret and then hit Create, and a Secret Value will be generated for it automaticallyCopy the Secret Value from here and paste it into the API Secret field in the Google Analytics action in your WorkflowPlease Note: Make sure there is no space before or after when you paste your API Secret value into the workflow's field or your Google Analytics action will failSave Action and then Save the WorkflowPublish if you are ready to use it </s>
<s>[INST] How to set up the Client Portal? [/INST] The client portal is a unified platform designed to provide seamless interactions between clients and their respective sub-accountsIt offers a secure space where clients can view affiliate commissions, participate in community (upcoming) groups, and enroll in membership coursesThrough this innovation, businesses can boost customer retention and offer superior service, empowering clients to take necessary actions independentlyCovered in this Article: What is the Client Portal? What are some strong usage cases for this feature? What are some benefits of this feature? How to set up your client portal? Configuring a custom Domain: Branding your Client Portal: What is the Client Portal? The client portal is a client-side interface located on the subdomain clientclub.netIt's a centralized platform designed to allow clients and leads to interact with their respective sub-accounts in a streamlined mannerCentralized Platform: The portal is a hub where clients can access their affiliate commissions, participate in community (upcoming) groups (upcoming), and enroll in membership coursesHaving all of these functionalities in one place makes it easy for clients to manage their interactions with your business and servicesCustom Domains: The portal offers the flexibility to set up a custom domain for each sub-account for a more personalized touchThis feature enhances the client's sense of ownership and can increase their engagement with your serviceBrandable Interface: The portal can be customized to reflect each sub-accounts brand identityBy setting up their preferred logo, favicon, color scheme, and more, sub-accounts can provide a consistent and familiar experience to their leads and clientsImproved Communication and Client Autonomy: The portal facilitates easy and secure communication between you and your clientsMoreover, it empowers your clients by allowing them to take necessary actions independentlyThis level of autonomy can lead to increased client satisfaction and retentionEasy Invitation: The client portal provides easy ways to invite clients through child apps or by sharing the portal URL directlyWhat are some strong usage cases for this feature? 1Online Education Business (E-Learning Platforms): If a business offers a variety of online courses across different subjects, the client portal allows students (clients) to access their courses, track their progress, and interact with other students in the community (upcoming) groupsIt simplifies the learning process and fosters a sense of community (upcoming) among students2Software as a Service (SaaS) Companies: For a SaaS company with an affiliate marketing program, the client portal provides affiliates with a single platform to monitor their referrals and commissionsThis transparency can motivate affiliates to promote the software more enthusiastically3Fitness Industry (Online Training Programs): If a fitness business offers different online training programs, the client portal can be used for members to access their specific workout plans, participate in fitness communities, and view their progress over time4Marketing Agencies: For a marketing agency that manages several clients (each being a sub-account), each client could have their custom domain in the client portalThis allows the clients to feel more ownership over their data and campaigns and streamlines the communication process between the agency and its clients5Retail E-commerce Businesses: An e-commerce business can use the client portal to invite loyal customers to a VIP programThe customers can log in to view exclusive offers, track their points or rewards, and participate in special community (upcoming) events6Event Planning Companies: Event planning companies can customize their client portal according to each event's brandingClients can access event-related documents and updates and communicate directly with the plannersWhat are some benefits of this feature? 1Streamlined Access to Information: By centralizing all key functions and data (like affiliate commissions, community (upcoming) groups, and membership courses) in one place, clients can easily find and access the information they need without navigating through multiple platforms or interfaces2Improved Client Autonomy: Clients have the flexibility and power to take action independentlyThis can lead to increased satisfaction as clients can solve problems or answer their questions without needing to reach out for support3Enhanced Client Engagement: Exploring community (upcoming) groups can facilitate better client engagement, making them feel more connected to your serviceThis sense of community (upcoming) can increase client loyalty and retention4Consistent Brand Experience: The branding feature allows businesses to provide a consistent brand experience across all client interactionsConsistency is key to building a strong brand identity, which can further enhance client trust and loyalty5Easier Client Onboarding: The client portal simplifies the onboarding processInstead of sending multiple emails or using multiple platforms, you can invite clients to the portal, where they can find everything they need6Increased Credibility with Custom Domains: A custom domain not only gives clients a sense of ownership and familiarity but also increases the credibility of the sub-account in the eyes of the clients7Efficient Communication: With a client portal, communication with clients becomes more efficient as you can reach them all in one place, and they can access and respond to the communication at their convenienceHow to set up your client portal? We have implemented a robust client portal system for each sub-account on our dedicated subdomain, clientclub.netThis portal facilitates effective interaction between clients and their associated accountsHowever, during the setup process, we offer a flexible feature for each sub-account to personalize its portal by selecting a unique custom domainThis customization allows sub-accounts to reinforce their branding and enhance their client's familiarity with the platformConfiguring a custom Domain: To configure a custom domain for your client portal, follow these steps: Using the left sidebar, navigate to the Sites tab then the Client Portal sectionProceed to the "Domain Setup." areaClick on the option for a Custom domain and input your desired domain nameBefore you can successfully set up an A or CNAME record, you must ensure that you have already configured your domain registrar to point to the specific IP address or server provided to youThis is an essential step in ensuring that your domain correctly refers to your server, enabling it to function properlyA Record, also known as an Address Record, maps your domain to an individual server IP addressOn the other hand, a CNAME record, or Canonical Name record, is used to map your domain (or subdomain) to another domain nameHere's a step-by-step guide on how to add A records and CNAME records: Login to your Domain Registrar's dashboardNavigate to the DNS settingsHere, you will find an option to add a new recordSelect the type of record you want to add (A or CNAME)Enter the details - for an A record, this would be the IP address 34.67.19.69 ; for a CNAME record, this would be the target domain preview.clientclub.net Save your changesDifferent registrars might have slight variations in the procedure, so here are some specific guides for popular registrars: GoDaddy NameCheap Bluehost HostGator Google Domains Please note: It's important to replace the "designated IP address or server" placeholder with your actual IP address or server information in the recordMake sure to fill out this field accurately, as it's essential to correctly configure your domain settingsOnce you have entered the DNS records in your Domain registrar, give it a reasonable time to propagate them (depending on your domain registrar), and hit Update DomainPlease note: While the following resources provide a good general overview, the exact time of DNS propagation can vary due to several factors, such as the TTL set for the DNS record, your ISP's update frequency, and geographical factorsTypically, it is suggested to allow between 24 to 48 hours for DNS propagationSiteground: "Understand DNS Propagation & Why it Takes so Long" GoDaddy: "What factors affect DNS propagation time? \| Domains" HostGator: "Propagation Times \| HostGator Support" DomainKing.NG: "DNS Propagation – how long does it take?" AccuWeb Hosting: "How long Nameservers propagation could take after ..." Namecheap: "DNS Propagation – Explained - Domains" Webcentral: "What is the standard DNS propagation period?" Branding your Client Portal: Please Note: This message means that before you can access and modify the branding settings for your Client Portal, you first need to complete the domain setup process.The domain setup process involves connecting your chosen domain (e.g., www.yourbusiness.com) to the Client Portal systemThis connection is crucial because it is what allows your clients to access the portal through your selected web addressIt's essentially the foundation of your Client Portal.Once your domain setup process is successfully completed, you'll be able to move forward and access the branding settings for your Client PortalIf you do not want to set up a custom domain, just clicking on Setup Domain will be enough and it will add your sub account's location ID as the prefix to the clientclub.net domain to be used as your Client Portal URLAccess the Client Portal Section: Start by navigating to the client portal section within your accountThis is typically accessed via the left navigation menu when logged into a sub-accountGo to Branding Option: You'll find various options once you're in the client portal sectionLocate and select the "Branding" option to begin personalizing your portalCustomize the Portal's Appearance: Within the "Branding" section, you can fully customize the look and feel of your client portalHere are the options available: Portal Name: Enter a name for your portalThis is the name that will be displayed prominently on your portalPortal Description: Add a description for your portalThis description will be visible to your clients and should briefly describe your portal or its servicesBrand Color One: Choose the primary color to represent your brand in the portalThis color is often used for buttons, headings, or highlightsBrand Color Two: Choose a secondary color to complement your primary colorThis adds depth and variety to your portal's color schemeFavicon: Upload a favicon for your portalFavicons are small icons that appear in the tab of a browser when your website is openThey should ideally be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 16x16 pixelsPortal Image: The "Portal Image" section in the Client Portal allows you to upload your brand's square (1:1 aspect ratio) image in SVG, PNG, or JPG formatsThe image dimensions should not exceed 720x720 pixelsThis image will serve as the main branding image in your Client PortalLogo: Upload your brand logo to be displayed on the portalLike favicons, logos should be in a 1:1 aspect ratio, in SVG, PNG, or JPG format, with maximum dimensions of 200x200 pixelsSupport Email: Specify an email address your customers can contact for support or questions related to the portalCopy Right: You can enter copyright information hereThis is typically something like "© 2023 Your Company Name." It helps protect your content and establishes your company's claim over the contentSave Settings: After making all the desired changes, don't forget to click "Save Settings" to ensure your customizations are applied to your client portalIf you change your mind or need to revert to the old settings, click "Cancel" before saving the settingsInvite Clients to your client portalInviting clients to your client portal enhances their experience with your services and fosters a sense of community (upcoming)The client portal serves as a central location for your clients to access important information, updates, and resources pertinent to the services they've availed of from your businessThere are two primary methods to invite your clients to the portal: Direct Invitation from Child Applications Your portal includes various child applications or services, such as a membership course, community (upcoming) platform, affiliate program, etcYou can extend invitations directly from these specific applicationsMembership Course: Existing membership users will have dual accessibility - they can access courses through the traditional method as well as through the client portal upon loginTheir current username and password will function in both locationsFor those locations with no existing courses, they will need to set up directly in the client portalCommunity Platform: (Upcoming) Affiliate Program: You can extend an invitation from the affiliate management system for your affiliatesHead to Marketing> Affiliate Manager> Campaigns> Edit CampaignCopy the signup link to share with people you want to invite: This enables them to sign up as an Affiliate and access all their affiliate-related information through the client portal, such as their referral links, commission rates, and earningsSharing the Client Portal URL If you want to take a more direct approach or invite a large number of clients at once, you can share the URL of your client portalYou can easily copy this URL from the domain setup section of your client portal's settingsOnce copied, this URL can be shared via email, text message, or any other communication channels you use to interact with your clientsYou might consider incorporating this URL into a welcome email or newsletter for new clients or posting it in an announcement on your main website or social media platformsRemember, your client portal is a hub for all your servicesSo, when sharing the URL, make sure to highlight the benefits and resources clients will gain by accessing the portalThis could include exclusive content, direct support channels, access to community (upcoming) discussions, and moreFAQs Question 1: I've branded my client portal, but the changes aren't showing upWhat could be the issue? Answer: It might be due to cache issuesTry clearing your browser's cache or try to view the portal in an incognito windowIf the issue persists, please get in touch with our support teamQuestion 2: Can I set different branding for different sub-accounts in the client portal? Answer: You can set individual branding for each sub-account within your client portalThis feature allows you to tailor the visual elements of each sub-account portal, such as logos and color schemes, to represent its specific brand identity bestTo do this, you must navigate to the sub-account, access the "Branding" option, and customize it as your preferenceQuestion 3: My affiliates are having trouble accessing their stats on the client portalWhat should I do? Answer: Ensure that the affiliates have the correct login detailsAlso, check if you've given them the right permissions to access their statsIf the problem continues, contact our support team for further assistanceQuestion 4: I've set up the DNS records for my client portal correctly, but it's not accessibleWhy? Answer: DNS changes can take up to 48 hours to propagate across the internetIt may not be reflected immediately if you've just recently made changesIf it takes longer than 48 hours, please get in touch with your domain registrar for supportQuestion 5: I want to customize the favicon for my client portal, but it's not uploadingWhat's the ideal format and size for the favicon? Answer: The recommended aspect ratio for the favicon is 1:1The favicon should be in SVG, PNG, or JPG format and not exceed 16x16 pixelsIf your favicon meets these specifications and you're still facing issues, please get in touch with our support team </s>
<s>[INST] Overview - Documents [/INST] Adding, sharing, and requesting documents from contacts have never been easier. Documents aim to streamline the entire document management and sharing requirements for your business. Documents are broadly categories into 3 categories: Internal Documents Sent to Contact Documents (coming soon) Received from Contact Documents (coming soon) In This Article Internal Documents Adding Documents to your Contacts Searching for the Documents Internal Documents Store documents for your contacts within the CRM on the Contact details page. These documents can be accessed by users who have access to view the contact. Documents added to custom fields are added to a Folder named "Custom Fields" in the "Internal" section. Documents in custom fields are non deletable Adding Documents to your Contacts Add new documents to the internal section by hitting "+Add" -> "New File" - The max size limit per document is 250MB - Document types supported = PPT, Docs, PDF, CSV, and various image formats Searching for the Documents Search documents based on the Document Name in the contact details page </s>
<s>[INST] Google Lead Forms [/INST] Easily capture Google Lead Form submission with LC inbound webhooks. </s>
<s>[INST] Sites Overview [/INST] Ready to create that amazing HighLevel site for your viewers to visit? Well in this article, we will walk through our Site Builder, Settings, and much moreIt’s time to LevelUp your business! TABLE OF CONTENTS What are Sites? Which one should I choose? Funnels or Websites? Getting Started with Site Templates Site Builder Overview Adding a New Element Understanding Element Nesting Element Settings Padding and Margin Moving an Element Cloning an Element Deleting an Element Layers Pages Tracking Code Custom CSS Typography Background Pop Up Settings SEO Meta Data Preview Custom Code 2 Column Mode Versus Auto Mode Undo/Redo Versions, Preview, Save, and Publish Editing the Mobile View of Your Site Mobile Mode Changing Object Visibility to Mobile/Desktop Only Mobile Responsiveness Settings Site Settings & Publishing Site Pages/Steps Attaching a Product to Your Site Page (Order Forms) Site Stats Site Sales Site Settings Publishing/Page Settings FAQs What are Global Sections? What are Template Sections? What are Funnels? How to See the Mobile View of a Website on your Desktop? How do I upload and get a sharable image link in HighLevel? What are Sites? Sites give you the ability to create client-facing websites within HighLevelCreate that perfect home page for your businessWhip up a landing page to capture more leadsThe possibilities are endlessWithin HighLevel, we have two types of Site Builders; while they are similar they do have different functionalityLet’s review each type of SiteFunnels - In general, funnels have a very direct sequence of pages, which is why we offer split testing on funnels onlyFunnels are a step-by-step series of web pages, generally used for a specific purpose like capturing leads or booking appointmentsLearn more about funnels hereWebsites - A place to build web pages for any use case, such as a homepage for your businessThere is generally no path of progression that contacts are led through, which is why we do not offer split testing on websitesThough you can use Websites for much the same reasons as funnels, websites are different in some small waysWhich one should I choose? Funnels or Websites? In all but a few ways, Funnels and Websites are the sameThey both house a group of webpages and they can be used for various purposes despite which one you chooseWhat matters is if you want to use a Split Testing feature on a web page and the page views UIThe main differences between funnels and websites? Split Testing in Funnels - You can only split test on FunnelsSplit Testing in funnels is when you create a variation of a page to see which is bettereCommerce (Online Store) - Only websites can create and utilize the eCommerce (Online Store) featurePage View UI - There are different page view UI depending on if you are in the funnel or website viewsGetting Started with Site Templates When you go to create a new site, you will have the option to choose from hundreds of templatesOnce you have selected a template, you can edit any or all of the parts when you have selected itWe encourage you to check out them all! After selecting the template it will load the templateIf you aren’t already, navigate into one of the pages by clicking “Edit” page to open up the site builder to edit a specific pageSite Builder Overview The same functionality and hierarchy of elements exist in both the Funnel and Site BuilderLet's hop in and check out our Site Builder and how you use it to create sitesSite Builder Navigation Bar The site builder navigation bar lives at the top of the builder and allows you to toggle between all of the various featuresWe will review each of these tabs belowAdding a New Element Rows and columns are the building blocks of your site and are used to house elementsTo add an element, like an image, you need at least one section, one row, and one columnThen you will be prompted to add an elementThere are many elements, each element is uniqueNow let’s add an element to your siteIn the top right of your site editor, you can select "add element" to see your options for what objects can be added to your siteOnce you have chosen the element you would like to add, click and drag the element to the area you preferUnderstanding Element Nesting Every element on a webpage requires a sectionWithin this section, you need to have at least one rowThis row needs to have at least one columnAdding all three of these (Section > Column > Row) we are then able to add an element from the "+Add Element" barFrom largest to smallest, we have: Sections (Green) > Rows (Blue) > Columns (Pink) > Elements (Orange) About sections, rows, and columns..You cannot add a section within a sectionNor can you add a Row within a row or a column within a columnYou also cannot add an element within an elementYou can add multiple rows into a sectionWithin a row, you can add multiple columnsWithin a column, you can add multiple elementsYou must have at least one section, one row, and one column to add an elementElement Settings To edit a specific section, row, column, or element, hover over the element then click on the gear setting icon that appearsIn addition, clicking on any part of the element will also automatically open the pop-out settings menu on the rightWithin these settings, you can add padding, margin, change visibility, and much moreAlso, note the "General" and Advanced Tabs which offer more settings you can use to make your site greatPadding and Margin When you want to move or put space between an element on your webpage - you are going to be adjusting the Padding or MarginThis is done within the object settings, clicking on the object will pop out this settings menu on the rightPadding - This will add space WITHIN a section, row, column, or elementPadding will add space from the outside of the object inwardMargin - This will add distance OUTSIDE of a section, row, column, or elementGiving space between other objectsMoving an Element You can move an object by using the up or down arrows seen when hovering over the objectThis will shift the element up or down based on the elements around itIn addition, you can move an object by hovering over the object, and then clicking and holding the move iconThis will let you move the objectRelease the held click to drop it into its new placeOption 1: Up/Down Arrows – will move the object up or down based on the objects around itOption 2: Click and Drag – will allow you to click and drag it where you want itCloning an Element Hovering over any object will give you the ability to clone that object and everything within itAll settings and objects within the cloned section will be duplicated and then added belowThis is great when you have a format or object that you want to use again or somewhere else on the site pageDeleting an Element If you need to delete or remove an object, hover over the object then select the trash can symbolThis will delete the objectYou can use the Undo/Redo to add it back if you need toLayers Layers help you view all of the various objects and how they are nested within the Website Object HierarchyHelpful when you have misplaced an object or hidden it from both mobile and desktop viewPages View and navigate to other web pages within your Funnel or Website from the pages tabGiving you the ability to quickly move between web pages when editing multiple web pagesYou can access this tab from both the right and middle site builder navigation barTracking Code In the event you would like to add a tracking code to the header or footer of your webpage, you can do so from this Tracking Code pageCustom CSS When you want to add custom CSS to your website to your website, you can from the custom CSS tabYou can consult a developer for how to use and create a code for your unique needsTypography You can change the default font for your webpage headlines and content as well as your text and link colors within the typographyBackground To change the default background image or background color of your webpage you can select the Background tabThis will add a background behind your sectionsIf you have a background image or color set on a section, row, column, or element, it will be behind thisWant to set a video background for a Section? Learn how here: Video Background Pop Up Settings Most users dislike pop-ups, but the sad fact is that they still convert rather well, despite their bad rapWhen you want to add a popup, you can do so from the Pop UpAfter selecting it, you will use the pop-out setting menu on the right to edit the propertiesYou can show a pop-up by adding a button and then have the button action deploy the pop-upYou can also use the pop-up settings to “Show Popup on” Exit or time delays - select the popup then see the settings on the right-hand sideSEO Meta Data Here, you can edit the SEO metadata, this will show up in search engine results when searchedIn addition, it will show in the tab settings of your browser, when you share your site link and moreIt might seem small but having your SEO settings set up is important - it helps search engines find your site and when sharing a link, it helps users trust the linkPreview Custom Code If you have custom code on your site, providing it was installed successfully, this button loads this custom code so you can see it within the builderAnother option is previewing the pageIf your custom code is not working as planned, please consult a developer2 Column Mode Versus Auto Mode When you are using the builder you can choose to have the right popout lay over top of the webpage or you can set it to two-column mode, which will push the webpage into two columnsThe first column is the webpage, the 2nd is the settings tag that popout on the rightUndo/Redo When you open and begin editing your site, you may find the need to undo a change you madeYou can undo or redo your actions at the top right of your site builder navigation bar*This will only work for your current session, meaning when you reload or leave the page, you may not be able to undo or redo it as a new session will beginThe versions, outlined below, are great for restoring previous versions of the siteVersions, Preview, Save, and Publish In the top right-hand side of your site builder, you will locate versions, preview, and save buttonsLet’s go through each of them belowVersions - selecting versions will take you to previously saved versions of your siteHelpful when you want to view or revert previously saved versions of your sitePreview - create a preview version of your site page for you to see as if it is a live siteGreat for testing and seeing what your recent edits look like for a live visitorSave - you can click the save button to save an unpublished version of your siteThis same version will be overwritten after every saveThis is different from the published live version of your siteThis means your site visiting will not see any of the changes made on this version until they are publishedPublish - Publishing will activate the current saved version of your site to be posted live to the internetNow site viewer will see the most recent published version of your siteSite Builder Tour Complete! Now that we are done exploring all of the parts of our site builder, let’s learn how to edit the mobile view of our siteEditing the Mobile View of Your Site Every site builder has both a mobile and desktop viewUnless you edit an object, the desktop and mobile views will be identicalWhen you go to review your mobile view of your site, you will likely find some aspects of your site you wish to change or adjust for your mobile viewersThis makes sense, mobile and desktop screens are different sizesSo we will need to adjust how the mobile view looks to best suit mobile viewersLet’s learn how to edit your mobile view belowMobile Mode At the top of your editor, you will see a button for Desktop Mode and another called Mobile ModeSelecting the “Mobile Mode” will toggle to the mobile view editor of your siteAll Website objects by default are mobile and desktop visibleHowever, you can change this, which will help greatly in some circumstancesChanging Object Visibility to Mobile/Desktop Only More than likely, you will find you need to create a unique section, row, column, or element for mobile view onlyYou can edit the visibility of your elements with the visibility settingSelect any object, go to settings, then advanced settingsThis is very helpful when optimizing the look and feel of your desktop or mobile views for your siteAfter toggling, you will only be able to see the elements based on how you toggle themSo if you removed Desktop, you would only see the element on the mobile editor view on the live mobile view of a websiteMobile Responsiveness Settings Within your object settings, you will see mobile responsive toggles that allow you to edit an object's settings unique to mobile or desktopFor example, the image below shows an image element alignment settingsThis means you can change how this element looks on the desktop view, then toggle to the mobile view and edit the mobile settings to be unique from the desktop viewYou will find mobile responsive settings like this on several object settingsWe are always working to add in morePro Tips for Mobile Mode Editing There are a number of of tips and tricks to learn when editing your mobile site, let’s check out a few: Finish Desktop Mode First More often than not, completing a full version of your desktop view of your site makes it easier to edit your mobile viewSo get that desktop view looking stellar THEN start working on your mobile view after your desktop view is the way you like itMobile Navigation Menus If you have a site navigation menu, create a Global Section with Mobile-only visibilityThis can be added to the mobile version of each of your pages for a clean and consistent lookYou can do the same for the Desktop Navigation menuDuplicate an Object and Change Visibility If you cannot get a section or object to look good on mobile without editing the desktop view, create a mobile-specific sectionYou can do this easily with the “duplicate” functionWhich will create a copy of the objectThen you can change the visibility of one to desktop only and the new one to mobile onlyNow we can edit the mobile one without messing up the desktopThis is great for imagesLearn how to see the Mobile View of your Site on Your Desktop Did you know… you can see the mobile view of your site from your computer? Learn how hereMobile View Complete! Now that we have a kill desktop and mobile view of our site, it’s time to finalize some backend settings as we go LIVE! Site Settings & Publishing Now that your site is built let’s review the backend settings of our siteLet’s walk through each of the backend site settings togetherSite Pages/Steps This is where all of the pages or steps of your site liveYou can edit or preview a page from hereWe land here before entering into the Site BuilderUpon exiting the Site Builder, we also land hereAttaching a Product to Your Site Page (Order Forms) To use order forms on your site, you must attach a product you have created in HighLevel to your specific pageProducts need to be added to the page a viewer will use to checkout and purchase your productOn Websites, you click the three dots on the top right of the page, then select productsFor funnels, you select the step, then select products in the top right tabAfter arriving on the Products tab for a page, we will need to add the HighLevel ProductIf one isn’t created in your Sub-Account already, you will need to create oneYou can learn more about our Payments features hereSite Stats Stats will give you insights into the number of page views and opt-ins you have had on your siteIn addition, you can see the number of sales and even earningsLearn more about stats and what they count here: Understanding StatsSite Sales Reveals each transaction that has occurred on your sitesFor Version 2 sites, we have moved this to the Payments Tab > then select Orders and Transactions tabsSite Settings Site settings give you the ability to attach your domain, update the default path, add a favicon, and more! Let’s unpack each of these togetherName - is the name you give your siteThis does not appear to your customer, this is for internal use onlyDomain - is the domain you choose to assign to your websiteFor example: gohighlevel.com is our domain we attach to our SiteWithout a domain, people will be unable to visit your siteUnless you use a preview link, but these are uncustomizable and not recommendedPath - is the default path or extension for your siteIt looks like this when used, gohighlevel.com/about → the “/about” is the pathEach page on a funnel or website will have its own path, and no two pages can be directed to the same pathFavicon - is the small icon that appears at the top of your browser tabs when someone opens and views your siteYou must add a shareable image URL here, after being added, it will load the favicon for all of the pages of your siteLearn how to upload, store, and copy the share link in HighLevel here (LINK TO FAQ)Head tracking code - installs a site-wide tracking code into the headerBody tracking code - installs a site-wide tracking code into the bodyPayment mode - if you have products attached to your site, then you can automatically switch your payment mode to test or liveTest, allows you to use Stripe testing cards` to fill out the form and then run a testGreat for testing your funnelHowever, as you get closer to launch, a live purchase is encouraged - you can always refund yourselfImage Optimization - will automatically adjust your images to load fasterIt is on by default and is generally not recommended to disable it as faster loading times result in a superior page experience for viewersOptimise Javascript - Javascript is custom code you can install to run special operations on your sitesOftentimes, JavaScript can impact loading speeds, enabling this will assist in page loadingThe External Javascript will be lazy hydrated for better page load performanceGDPR Complaint Fonts - depending on your legal needs, GDPR complaint fonts can be enabled, removing all of the fonts, so your site can work to become more compliant with laws and regulationsAlways consult a lawyer to ensure you are fully compliantChat Widget - Your chat widget can be customized and set up under Sites > Chat WidgetEnabling this will deploy this chat widget to all of your websitesTo deploy on specific webpages, keep this disabled then copy the code to the specific pages you want the widget onLearn more about your chat widget here: HighLevel Chat Widget: How to Add It to Your Pages in Minutes Publishing/Page Settings To change the name of a step or site as well as the path or extension… In the site builder, you can click the three dots then select settingsWithin the funnels, you select the funnel step then select the “Publishing” tabFrom here you can edit the step/site name as well as the pathThe path for your a page/site goes at the end of a URLFor example: gohighlevel.com/about → the “/about” is the pathYou can set these, otherwise, we will provide a random oneIf the path already exists or is being used on your domain, it will add numbers as you cannot have repeat pathsWe are now ready to publish and use our site! Great job! Now that we have build our sites and updated all the settings, we are ready to use it to LevelUp our business! FAQs What are Global Sections? Global sections are saved sections that you can use across multiple pagesThey are unique in that you can use the same section across multiple pagesFurther, making any changes to a global section, after saving, will automatically update it to all pages the Global Section is used onA great example of a scenario to use a global section would be the Header/Footer of your websiteUsing a Global section as a footer or header enables you to have the same header across all of your pagesAll we need to do is have a section we like, such as a header for our page, then hover over the object, click the Save Icon, name it, select “Global Section,” then click SaveNow we can add this same global section to all of our pagesRemember, any changes to this Global section, after saving, will update this section in all of the pages it was usedFurther, global sections are not automatically placed, you must add themTo add a Global section, click the “+Add Element” Icon in the top right of your builderThen select > Global Section > Select your global sectionWhat are Template Sections? Similar to a Global Section (see above), a Template Section can be saved and then added later within the same webpage or another webpageChanges made to these sections saved to the Template Section in use will not update the templates or other places the template was addedWhat Are Funnels? The term funnel in marketing means a series of websites used to capture leadsFunnels have “steps” that allow you to visualize a series of websites that a potential customer will visitFor example, in a booking funnel, I might have 3 Funnel StepsStep 1: Landing Page - where you can offer something for contacts to download in exchange for their contact informationStep 2: Booking Page - After a contact fills out a form, you will want to thank them but then schedule a call with themSo you have your booking calendar on this stepStep 3: Thank you Booking Page - After a client booked the call, they will land on this page, showing them the next steps and thanking them for bookingFunnels usually serve a specific purpose, like offering a lead magnet or booking an appointmentThere are many use cases for creating funnelsWhatever the reason, Funnels are a useful way to create a series of websites that contacts navigate throughHow to See the Mobile View of a Website on your Desktop? When editing your site, you may find you want to see the mobile view of your websiteDid you know you can see the mobile view of any website on your desktop? Simply right click on the loaded webpage, click inspect, then toggle the view from desktop to mobileSee the red arrow and the images belowHow do I upload and get a sharable image link in HighLevel? To load an image, you must either upload your image to HighLevel or provide another shareable linkYou can do this in Google and other areas, but let’s review how to do this in HighLevelWithin a Sub-Account go to Settings > then MediaThen select "Upload File" in the top right-hand corner of the media libraryAfter successfully uploading the image, you can right-click on the image to copy the link to itUse this link when a media-shareable URL is requiredFor example, within Site Settings, the Favicon requires a shareable media URLYou paste this newly uploaded image URL you have there so your favicon will load </s>
<s>[INST] Email Templates vs Email Campaigns [/INST] TABLE OF CONTENTS A template is a preset layout that you build your campaign on. A campaign is the email message you design and send to your specific contacts or a smartlist. The Email Marketing section has two areas: Email Templates and Email Campaigns. Email Templates are reusable layouts almost like presets when you can build emails for specific purposes (e.g. a newsletter). The Email Campaigns area is where you choose an Email Template to use, customize it as needed, and then schedule the email to be sent to a specific recipients either individually, using a smart list, or through contact tags. You can also reuse campaigns by cloning them when sending at a later date while still maintaining the ability to customize the email before it is sent. A template is a preset layout with which you can build your campaign. You can also create your own template to match your brand. You can insert regularly used images, videos, logos, or recurring content into your template, and reuse it for future campaigns. A campaign is the email message you design and send to your specific contacts or a smart list. After you select a template, you'll design your campaign on top of the template layout. In Email Builder, you can duplicate, delete, and rearrange different types of element blocks quickly. </s>
<s>[INST] Eliza Agent Platform Settings within the CRM [/INST] The Eliza Agent Platform can be used to some extent from within the CRM; some of its configurations allow users to access it from within the CRMThis Article covers details of those Eliza settings within the CRMCovered in this Article Eliza Settings inside the CRM User Permission setting for Eliza Eliza By-pass tag Send to Eliza Tag Send to Eliza Agent Platform Action in HighLevel Workflow Related Articles Eliza Agent Platform Introduction and FAQs Eliza Agent Platform Settings Eliza Agent Platform Search Tools Eliza Agent Platform Dashboard Eliza Agent Platform Conversations Eliza Settings inside the CRM User Permission setting for Eliza Users who will edit FAQs and set up Eliza on the subaccount level need Eliza Service enabled in Agency Settings> Team> Edit User> User permissionsPlease Note To add the Eliza Service tab in the sub-account settings, You need to go to the user permissions and toggle the Eliza Service tab to grant access to that userOnce the access is granted, the Eliza Service tab will show up in the sub-account settings for youEliza By-pass tag In cases where you don't want to let some conversations come into the Eliza Agent Platform, use the Eliza bypass tagCreate a tag in Settings>Tag and choose that on Sub-Account Settings >> Eliza Service as the Eliza By-pass tagOnce chosen, any new inbound conversation will be checked against this tag to see whether it has to bypass the Eliza Agent PlatformAny inbound message will NOT be forwarded to EAP if this tag is in the contactIf this conversation is already present in Eliza, then it will be removed from the agent queue when the agent tries to navigate to that conversationThis closed conversation will have the disposition as "Bypass tag assigned" Send to Eliza Tag In some situations where you don't want all the conversations to come into Eliza, but only a fewIn such cases, create a tag and configure that tag as a "Send to Eliza tag on Location Settings >> Eliza Service- Screenshot is attached belowUsing workflows, assign this tag to those contacts whose conversations should come into ElizaOnly the new incoming conversations with this tag will be sent to ElizaIf a contact is assigned the tag and you expect it appears in Eliza even without an inbound message, use the "Send to Eliza" workflow actionFor details, navigate to "2Conversations" on the left menu in this user guide and look for the "Send to Eliza setup " section on HL and Eliza Agent PlatformPlease Note: By mistake, if you configure both Eliza By pass tag and the Send to Eliza tag, then the system will only honor the Send to Eliza tag just to be safe, so conversations don't get left behindSend to Eliza Agent Platform Action in HighLevel Workflow Contacts passing this workflow action are sent to the connected Eliza Account's Contacts </s>
<s>[INST] How to use the Email Risk Assessment Tool [/INST] More Tutorials From the Community https://youtu.be/PPOjAKKAuZ8 https://youtu.be/uGPWGV8uTmc https://youtu.be/Lqr1UHQ_siU?si=s-SkA7pNrvjH8X9T https://youtu.be/NdUf2_PInRU https://youtu.be/w_3xVNpX3-Q https://www.youtube.com/watch?v=FxHkDr1sJmY The Risk Assessment feature is designed to optimize your email marketing campaignsHarnessing the power of Bulk Verification, it analyzes your imported contact list, offering detailed insights into deliverability and risk levelsElevate your email strategy by minimizing bounce rates and enhancing overall deliverabilityPlease Note: For LC Email Users: The bulk email validation feature is exclusively available to LC users who have not already enabled the email validation featureFor the Agency: This feature is specifically designed for use by the agency and is applicable to locations within the LC email systemCovered in this Article: What is this feature? Risk Categories Usage Cases: How to use this feature? Body of the Email that will be sent (Example data): Risk Assessment tab: FAQs What does the Deliverable percentage in the Risk Assessment tab mean? How is the Undeliverable percentage calculated in the Risk Assessment tab? What does the Unknown percentage in the Risk Assessment tab signify? What is the "Import Name" in the Risk Assessment tab? Why might the date and time in the "Created at" column be important? Why isn’t every email verified? What happens if the email server doesn't respond in time? What do I do if I see many 'Unknown' email addresses in my list? What should be the next step after getting the Risk Assessment report? What does "Noof Emails" mean in the Risk Assessment tab? Why do different jobs/batches have different Deliverable, Undeliverable, and Unknown percentages? What can I do to improve the deliverability percentage? Why are some emails categorized as Deliverable, but they still bounce? Can I re-run the email verification for a specific batch? How often should I verify my email lists? How does the email verification process impact my overall email marketing strategy? Does the verification process respect user privacy? Is the email verification process secure? What is this feature? Our innovative Risk Assessment feature is invaluable for your email marketing endeavorsIt scrutinizes your imported contact list, providing a comprehensive overview of email deliverability and potential risksDelving into the specifics, it uses our internal Bulk Verification technology to dissect the email list, dividing addresses into categories such as 'deliverable,' 'undeliverable,' 'catch-all,' and 'unknown'It further segments these categories by risk level: 'high', 'low,' 'medium,' and 'unknown'This granular insight enables a clearer understanding of your contact list's deliverability prospectsBut it doesn't stop at merely providing dataIt enhances your email strategy by helping reduce bounce rates and unnecessary blocks on your email-sending capabilitiesIt also prompts enabling the email verification feature for those not using it, further improving the overall success rate of your email campaignsIn essence, this feature is your strategic partner in optimizing the deliverability and effectiveness of your email marketing campaigns, helping you reach your audience more consistently and efficientlyRisk Categories Risk CategoriesDescription High Email addresses falling into this category are highly likely to be undeliverableThis could be due to several reasons, such as the email account being non-existent, the domain not having any MX records, or the recipient's mailbox being fullMedium Email addresses in this category may or may not be deliverableThis could be because the email server responded ambiguously, the domain was identified as a catch-all, or the email address was generated randomlyLow Email addresses in this category are likely to be deliverableThis indicates the server responded positively to the validation request, and the email address appears properly structured and associated with a legitimate domainUnknown Email addresses in this category could not be validated due to unforeseen errors or temporary issues with the recipient's email serverThe deliverability of these emails remains uncertain unless re-validated laterUsage Cases: Bulk email validation is a powerful tool for businesses and organizations of all sizes, and it is used in several practical scenariosHere are some examples: Email Marketing Campaigns: Businesses regularly email marketing campaigns, sending newsletters, promotional emails, or updates to their customersUsing a list of unverified emails can lead to high bounce rates, negatively affecting the sender's reputation and deliverabilityBulk email validation helps businesses clean their email lists and ensure they reach their intended audienceUser Registration Validation: When users sign up for a service, they often provide an email addressHowever, they might make a typo, use an email address that doesn't exist, or provide a fake oneBulk email validation can help to verify that these emails are valid before they are added to the company's database, ensuring that the company can communicate effectively with its usersCRM Data Cleaning: Over time, email addresses in a company's Customer Relationship Management (CRM) system can become outdatedPeople may leave jobs, change their email addresses, or abandon old accountsRegularly validating these email addresses in bulk ensures the company's CRM data remains up to dateE-commerce Platforms: Online retailers must communicate with customers about orders, shipping, and other related issuesBulk email validation ensures that transactional emails (like order confirmations) and marketing emails reach the customers' inboxesCommunity Updates: Non-profit organizations, clubs, or communities often must send updates to their membersBulk email validation ensures that these emails don't bounce back and the information reaches all intended recipientsEducation Institutes: Universities, colleges, and schools often communicate with students, parents, or staff through emailWhether it's fee updates, event announcements, or educational material distribution, these institutions must ensure that their emails are not sent to invalid addressesResearch and Surveys: Many researchers and companies rely on email to distribute surveys and gather responsesThey need to be sure that they're sending these critical communications to valid email addresses to get accurate and reliable dataJob Portals and Recruitment Companies: They often communicate with job seekers and employers via email, sending job notifications, interview schedules, and moreBulk email validation can help these companies maintain effective communicationHow to use this feature? Upon importing a CSV to the CRM, if your sub-account is on the LC Email SMTP and you have not enabled the individual Email Validation feature; Your imported CSV will be analyzed in the backendAnd then a popup will be displayed and an Email sent to the Sub account team members about the risk analysis of that CSV import's Email AddressesThe Email and Popup will encourage users to enable Email VerificationBody of the Email that will be sent (Example data): Subject line: Email content for list of high risk Hi [sub-account_Friendly Business Name], We scanned your latest Contact Import and found the following with the email addresses: Deliverable: 71.84% High Risk: 17.81% Activating native email validation can eliminate potential risks by ensuring that you don't send to non-valid email addressesOnce activated, the system will not attempt to send to any email address marked as invalidSupport article link: support article link hereIf you have any further questions or need assistance managing your email list, please feel free to contact our support team using the blue check mark in-appWe are here to help! Best regards, [agency admin name] [agrency Company Name] Risk Assessment tab: The Risk Assessment tab in Settings> Email Services> Risk Assessment will keep track of historical data for the imports regarding Email Addresses Risk AssessmentThe Risk Assessment tab provides a comprehensive overview of your email verifications and their resultsHere's a breakdown of the user interface: Records: This shows how many bulk email verification records or jobs are displayedDate Range: The date range provided at the top,, indicates the time frame for the email verification records displayedImport Name: This column lists the name of each email verification jobIt fetches the name of the Bulk Import action from Bulk ActionsEach name should be unique, as that helps you identify and track the respective jobCreated at: This column displays the exact date and time each job was createdIt's formatted in the pattern "Day Month Date Year Time Zone." Noof Emails: This column shows the total number of email addresses included in each job for verificationDeliverable (%): This column indicates the percentage of email addresses in the job verified and found to be deliverable or validUndeliverable (%): This column shows the percentage of email addresses in the job that was verified and found to be undeliverable or invalidUnknown (%): This column displays the percentage of email addresses in the job that could not be conclusively verified, meaning their deliverability status remains unknownPagination: The "Page 1 of 1" at the bottom suggests that you're on the first page of the resultsIf more records could be displayed on one page, you would use these controls to navigate the pagesFAQs What does the Deliverable percentage in the Risk Assessment tab mean? The Deliverable percentage indicates the proportion of email addresses verified and found valid and reachable in a given jobThis percentage is calculated by dividing the number of deliverable email addresses by the total number of email addresses in the job, then multiplying the result by 100How is the Undeliverable percentage calculated in the Risk Assessment tab? The Undeliverable percentage represents the proportion of email addresses in a specific job verified and found invalid or unreachableThis percentage is determined by dividing the number of undeliverable email addresses by the total number of email addresses in the job, then multiplying the result by 100What does the Unknown percentage in the Risk Assessment tab signify? The Unknown percentage shows the proportion of email addresses in a particular job that could not be definitively verifiedThis means that their deliverability status is unclearIt is calculated by dividing the number of emails with unknown status by the total number of emails in the job, then multiplying the result by 100What is the "Import Name" in the Risk Assessment tab? The "Import Name" is a unique identifier for each job or batch of email addresses you submit for verificationIt allows you to track and manage each job separatelyWhy might the date and time in the "Created at" column be important? The date and time information in the "Created at" column helps you understand when each email verification job was initiatedThis can be particularly useful for tracking progress over time or determining the order in which jobs were processedWhy isn’t every email verified? Not all email addresses can be verified for various reasons, such as server restrictions, privacy settings, or network issuesThese email addresses are categorized as 'Unknown'What happens if the email server doesn't respond in time? If the email server doesn't respond in a timely manner, the verification system may categorize the email address as 'Unknown.' The system could not determine whether the email address is deliverable or undeliverableWhat do I do if I see many 'Unknown' email addresses in my list? Many 'Unknown' results might suggest server issues or other technical problemsYou may want to consider re-running the verification process at a later timeIf the problem persists, consider reaching out to SupportThe formatting of the email address could be an issue, or the CSV format might have some problemsWhat should be the next step after getting the Risk Assessment report? After receiving the Risk Assessment report, you should consider removing or re-checking the 'Undeliverable' and 'Unknown' email addresses from your list before executing any email campaignThis can help improve your campaign's deliverability rate and overall effectivenessWhat does "Noof Emails" mean in the Risk Assessment tab? The "Noof Emails" represents the total count of email addresses included in a particular batch or job for verificationThis gives you an idea of the scale of the email verification jobWhy do different jobs/batches have different Deliverable, Undeliverable, and Unknown percentages? Different jobs or batches may have varying percentages of Deliverable, Undeliverable, and Unknown emails due to the quality of the email addresses in each batchFor instance, a batch containing older or outdated email addresses may have a higher Undeliverable percentage than a batch with recently collected addressesWhat can I do to improve the deliverability percentage? To improve deliverability, you can collect the email addresses through reliable sources, update your email lists regularly, and use double opt-in methods to ensure the email addresses belong to people genuinely interested in receiving your communicationWhy are some emails categorized as Deliverable, but they still bounce? Deliverable emails can still bounce due to the recipient's mailbox being full, the mail server being temporarily unavailable, or the email being marked as Spam by the recipient's email serviceCan I re-run the email verification for a specific batch? Yes, you can re-run the email verification for a specific batchThis could be particularly helpful in case a significant percentage of emails were marked as Unknown, which might be due to temporary server issuesHow often should I verify my email lists? The frequency of email list verification can depend on various factors like list growth, bounce rates, etcHowever, it's a good practice to verify your email list before any significant email campaignHow does the email verification process impact my overall email marketing strategy? Email verification is crucial for maintaining a healthy email marketing strategyIt helps you remove invalid or undeliverable emails, thus improving the deliverability rate, protecting your sender reputation, and increasing the effectiveness of your email campaignsDoes the verification process respect user privacy? Yes, the email verification process respects user privacyIt doesn't involve accessing the contents of any email, but rather, it checks whether an email address is valid and capable of receiving emailsIs the email verification process secure? Yes, the email verification process is designed to be secureThe data you submit for verification is typically processed over secure connections, and the resulting information is handled according to the service provider's data handling and privacy policies </s>
<s>[INST] How to connect to your LinkedIn Profile(s) and Page(s)? [/INST] Connect Linkedin Profile and Page(s) Step 1: The first step is to log into the sub-account and go to Marketing, click on the Social Planner. Step 2: On Visiting Social Planner, there will be a wizard with connect option, or after visiting the overview of Social Planner will have a Setting option (gear icon) Step 3: After clicking Add Linkedin Profile/Page(s), there will be an option to add them. Note Make sure that your personal LinkedIn account is a Super admin of the Page you want to add to Social Planner. Step 4: If you are connecting it first time inside Social Planner, you will be required to provide the permissions for the social planner. Step 5: Next step is to choose the Linkedin Profile and Page(s) for the social planner Step 6: You can manage the accounts from the Setting Icon FAQ Why can't I share or repost my posts on LinkedIn? Posts created on a LinkedIn page from any third-party apps do not have the "Share" and "Repost" options, this is the limitation LinkedIn has set for its pages. </s>
<s>[INST] How to Automatically Assign Users to Leads In Workflows [/INST] This article will guide you through setting up a Workflow to assign new contacts to specific users in a round-robin style and then notify those users about their new leads. Step 1: Create a New Workflow Go to "Automations" > "Workflows" > click the "Create Workflow" button Select the "Start from Scratch" option Step 2: Add a Trigger Define a trigger based on your lead source. For simplicity, you can use "contact created" as the trigger. This means the workflow will be activated every time a new contact is created. Step 3: Assign Users Add the Workflow Action "Assign to User": This action enables you to assign new contacts to users in a round-robin manner. Customize Distribution: Select users from the sub-location to add to the round-robin. For an even distribution, keep the "split traffic" field set to "equally". Step 4: Notify Assigned Users Add the Workflow Action "Internal Notification": This action allows you to notify assigned users about new leads that enter the Workflow. Choose Notification Channel: Select the notification channel (in-app notifications, SMS, or email) or use multiple channels if required. Select User Type: Ensure that under the "user type", you select "assigned user" to ensure notifications are sent only to the assigned user and not to others. Note: Make sure the Internal Notification Action comes after the assign user action in the workflow. This ensures that notifications are sent to the correct users. Step 5: Publish and Save Publish the Workflow: Once you have configured the workflow with the trigger, assign user action, and notification action(s), enable the "Publish" toggle at the top right of the screen and then click "Save" to activate the workflow. Conclusion Congratulations! You have successfully set up a workflow to assign new contacts to users in a round-robin and notify them about new leads. If you have any further questions, feel free to reach out for assistance. </s>
<s>[INST] AND/OR Filters [/INST] More Tutorials From the Community https://www.youtube.com/watch?v=kuOt3UZtTLk https://www.youtube.com/watch?v=91ofxLNhEbQ https://www.youtube.com/watch?v=NIPIWcKI_JY There are 3 types of configuration available for contact filtering. They help create every type of filtered view required to visualize and understand your contacts In This Article AND condition OR Condition AND and OR Combined AND condition Every AND condition must be met for each contact this is available in that smart list. Example: Contacts with a specific tag also having both an email AND a phone OR Condition At least one OR condition must be met for each contact that is available in that smartlist. Example: Contacts having either an email OR a phone OR having a certain tag AND and OR Combined Groups of AND filters can be used with the OR condition among them for higher customization in filtering. Example: Contact having both an email AND phone OR just an address All the internal operators like IS, IS NOT, IS EMPTY, IS NOT EMPTY, CONTAINS, DOES NOT CONTAIN etc are not available for all filter fields yet. </s>
<s>[INST] How to use Affiliate Portal [/INST] The new affiliate portal allows you to become an affiliate, look at your affiliate reports & manage your payoutsLet's get started! Note: If you do not have a HighLevel account, you can follow along at https://gohighlevel.firstpromoter.com Please Note These features are visible only to Agency AdminsCovered in this article: New to the HighLevel Affiliate Program? How do I know if I am already an affiliate or not? Where can I find my affiliate link? Pro Plan Affiliate Link Can I change my link? Can I have custom tracking with my link? I am an existing affiliateWhere do I see my Reports? How can I identify the people I have referred? How do I get paid? Understanding Payouts Can I recruit more affiliates under my account? Where do I see my Sub-Affiliates? New to the HighLevel Affiliate Program? You can learn more about why the HighLevel affiliate program is the absolute best recurring revenue opportunity for Marketing Agencies all over the world by visiting the Affiliate Portal -> About page This section explains all the benefits of being a HighLevel affiliate and gets you started on the path of making more recurring incomeThis page also allows you to get on a call with our affiliate manager and get your questions answered in our Q&AHow do I know if I am already an affiliate or not? All HighLevel agency accounts are automatically given an affiliate link (promoter referral code) when they signup for HighLevelMost likely you'll already be an affiliate and would not need to signup for a new affiliate accountIf you are not a HighLevel customer but would still want to become an affiliate you can register here - https://gohighlevel.firstpromoter.com/ Where can I find my affiliate link? You can find your affiliate link (promoter referral code) by going to Affiliate Portal -> Dashboard Pro Plan Affiliate Link You can also find your 14-day pro plan links here as well by clicking the "Links" dropdownCan I change my link? YesIf you would like to change the ref code on the end of your link click the customize link button! Here you can edit the FP code of your Affiliate linkAfter that click "save" and you are good to go! Can I have custom tracking with my link? Yes! Yes! You can have one Promoter ID but create multiple link variations to be able to track which links brought in clicks and referralsAll sales from all affiliate links that you create will be attributed to the same affiliate account (yours)This allows you to create links for different channels that you are promoting your affiliate link on and allows you track conversions betterI am an existing affiliateWhere do I see my Reports? To see a summary report of your page views, clicks, signups, customers & earnings by month please go to Affiliate Portal -> Details How can I identify the people I have referred? You can go to Affiliate Portal -> Referrals to see a list of the recent sign-ups that happened via your affiliate linksFurther, you can see the trial, customer, paying -vs- cancelled breakdown of your leadsCheck out this help doc for more info about the Refferals tab here! Successful affiliates use this information to create communities & groups (like slack channels, facebook groups, etc.) of all their agency referral clients to mentor them and keep them successful for a long timeSince HighLevel pays a recurring revenue it has a direct impact on your payoutsYou can also set up affiliate webhooks with Zapier! Learn how here! How do I get paid? You can set your payout preferences by going to Affiliate Portal -> Payment Details We are now using a platform called “Tipalti” to help us with our affiliate payments! Affiliates can request different payment methods, get tax forms organized, and more while using Tipalti(Learn more about Tipalti) Go to payment details to get started and set up your account information to start receiving payouts through TipaltiCurrently, affiliates cannot be paid unless they use TipaltiNote: These details are viewable with anyone with agency admin permissionsIf you do not want other agency users to see this information swap them to an agency user roleAgency Settings > Agency Team management(Team)> Edit user > User roles Are you all setup but still getting portal errors, pending payment statuses, or haven't been Paid? Check out this help doc for more helpTipalti Perks: Tipalti helps us manage payments, provides additional payment methods, and helps us stay compliant with all required paperwork for the affiliate relationshipNew Payment Methods: For US-based affiliates: Direct Deposit, PayPal, or Debit Card For International affiliates: ACH Transfers, PayPal, or Debit Card A quick onboarding experience: The account can be set up in minutes The registration process allows the affiliate to choose and set up a preferred payment method In-app ability to complete required tax forms A “one-stop-shop” for payments: Instant access to payment status and history Ability to make changes to the payment method Understanding Payouts We approve and send all payments on the 15th of each month for all commissions earned the previous monthSo, for example, if 3 people signed up through your affiliate link and paid for their $297 subscription on any date between Sept 1st and Sept 30th, you would receive 3 x $118 ($297 x 40% x 3) on October 15thNote: Each new signup starts with a 14-trial, but commissions are tracked based on the date they actually become a paid customer (not a trial signup)Sometimes there may be a 24-48 hour delay for the arrival of funds into depending on your payment methodCan I recruit more affiliates under my account? Yes! You can add more affiliates under your affiliate account (sub-affiliates) to get a secondary commission from the sales made by your affiliatesHighLevel supports level 1 commissions (40% per month recurring) and level 2 commissions (5% per month recurring)NOTE: All of your active HighLevel affiliates are already added as sub-affiliates to your accountOnly use this feature if you are recruiting non-HighLevel users to be HighLevel affiliatesYou can read more about this here - https://www.gohighlevel.com/affiliate-policy Where do I see my Sub-Affiliates? You can go to Affiliate Portal -> Sub-Affiliates to see your sub-affiliates and level 2 commissions Your Sub-affiliate tab is where you can check how well your affiliate customers are also promoting HLYou will also get a 5% commission from customers they refer to HighLevel! </s>
<s>[INST] Editing Opportunities Statuses [/INST] Understanding the different opportunity statuses and how to update them empowers users to efficiently manage their sales workflow and maximize conversion ratesThis comprehensive guide will walk you through the process of updating opportunity statuses in GoHighLevel, while also covering the differences between the various statuses and how to leverage them effectivelyIn this Article Understanding Opportunity Statuses: Open Won Lost Abandoned Step-by-Step Guide: Updating Opportunity Status Step 1: Accessing the Opportunities Section Step 2: Locating the Opportunity to Update Step 3: Updating the Status Understanding Opportunity Statuses: Open: Opportunities with the "Open" status are actively being pursued and are still in progressThese opportunities represent potential deals that have not yet been won, lost, or abandoned and are still viable for conversionWon: The "Won" status indicates that the opportunity has been successfully converted into a sale or dealThis status is applied when the lead has made a purchase or signed a contract, resulting in revenue generation for the businessLost: Opportunities with the "Lost" status represent deals that have been unsuccessfully concludedThis status is applied when the lead decides not to move forward with the purchase or chooses a competitor's offeringAbandoned: The "Abandoned" status indicates that the opportunity has been neglected or disregarded, either by the lead or by the sales teamThis status is applied when there is no further action or follow-up planned for the opportunity, and it is effectively removed from active considerationStep-by-Step Guide: Updating 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 Update Once you're in the Opportunities section, locate the opportunity whose status you wish to updateYou can use search filters or browse through the list of opportunities to find the specific one you need to modifyStep 3: Updating the Status Option 1: Click on the opportunity card to open its details pageAlternatively, you can click on the "Edit" button next to the opportunity to access its detailsIn the opportunity details page, locate the status field, which typically displays the current status of the opportunityClick on the status field to open the dropdown menu and select the desired status from the available options (Open, Won, Lost, or Abandoned)Confirm the status change, and the opportunity will be updated accordingly in the sales pipelineOption 2: Drag the opportunity card to the right status which appears as soon as the card is draggedDrop it on the status which you want to update the card toThe status of the card will be updated and will reflect on the card </s>
<s>[INST] DoNotDisturb (DND Split) [/INST] DND can now be set to individual channels (FB, SMS, Calls, Emails, GMB, WhatsApp) once they are integrated with the systemWhat's changed? What integrations channels will this affect? Emails How does it work in the case of emails? How to remove email DND for a Contact? SMS How does it work in the case of SMS? How to remove SMS DND for a Contact? Temporary -> Can be updated from within the contact record What's changed? Contacts that had DND switched ON previously - The system will continue to respect their wishes Contacts that did Not have DND switched on previously, the system will continue as before DND Statuses DND ‘On’ - now means NO automated/ manual outbound messages are permitted to go out (previously, we let people send outbound messages manually and only restricted ‘Automated’ messages) DND ‘Off’ - all automated/manual messages continue to work as usual DND ‘Partial’ - Some Channels are unavailable for Outbound messaging (THIS IS NEW!) What integrations channels will this affect? If the integrations (FB, SMS, Calls, Emails, GMB, WhatsApp) exist and are functional, they’ll get enlisted as channels that HL Users can either enable or disable independently or all together at onceIf the Integrations drop or are disconnected please continue to re-connectOnce reconnected the previous state in which the contact DND was set to, would be respected - meaning if you DND’d a contact for FB Messenger, it’ll continue to DND that contact in FB MessengerHow does it work in the case of emails? The system will Auto-Enable DND for contact if the criteria below is met: ISP email permanent failures such as bounce, generic, suppress-complaint, suppress-unsubscribe, and suppress-bounce(Understanding Mailgun Suppressions) When a recipient unsubscribes or marks the email as SPAM (Mailgun complaint event)Please Note: Location/agency users will then have the option to disable the DND from within the contacts record for all the above reasons, except when marked as SPAMHow to remove email DND for a Contact? When a user is marked as DND for any bounce and or suppressions events, please head into Mailgun or your ISP provider and remove the contacts email from the suppression list, then continue to validate the email before enabling the DND in the systemHow does it work in the case of SMS? There are 2 ways in which the DND will be enabled: If the customer replied with Opt-Out keywords like STOP, UNSTOP, UNSUBSCRIBE, or CANCEL If we get 30003, 30004, 30005, 30006 any of these error codes from Twilio Response Code Code Description Remediation 30005 User Inactive/Number does not exist Enable Temporary DND 30003 Out of Service/Carrier Filtering Enable Temporary DND 30004 Do not want SMS/DND enabled Enable Permanent DND 30006 Landline/Incapable to receive SMS Enable Temporary DND Two types of DND will be applied to a contact Temporary -> If we get 30003, 30005 and 30006 Permanent -> If we get 30004 or receive Opt-Out keywords mentioned above How to remove SMS DND for a Contact? Temporary -> Can be updated from within the contact record Permanent -> Cannot be updated from within the contact record, it can only be removed if the contact replies with START or the agency shares the contact's Opt-in info with supportOnce approved, support will remove the contacts DNDPlease Note: When sharing your opt-in info please include the relationship number(s), contact, and a loom showing the contacts opt-in permission </s>
<s>[INST] Reserve with Google Integration - Local Service Ads (LSA) [/INST] Harness the power of Local Services Ads with Reserve with Google through our seamless LSA integrationThis guide will walk you through the necessary steps to connect your accounts, allowing you to increase visibility, manage appointments, and reach potential customers more effectively* This integration requires Local Services Ads account * The Integration supports all subcategories of "Home Services", "Real Estate", and "Legal Services" (Local Service providers) Company Niche* Currently Reserve with Google is supported only in United States * Settings > Business Profile> Company Name and Address should match LSA Business Details Covered in this Article What is this Feature? Usage Cases: Glossary How to use this feature? 7Integration Status - Pending: It will take up to 48Hrs for Google to Verify the integration How does it work? The Appointments booked through Local Services Ads are managed in the respective Account's CalendarFAQs 1How can agencies best leverage Local Services Ads for their clients? 2How does the onboarding process work for agencies? 3What is the hierarchy for setting up LSAs? 4Who qualifies for the high-level integration of LSAs? 5Can I connect different Google accounts to different businesses within the CRM? 6What requirements must a business meet to be eligible for LSAs? 7What is the usual turnaround time for getting approved for LSAs? 8How does the pricing structure of LSA work? 9What types of leads does LSA include? 10What happens when a business receives a lead from LSA? 11How can I get the integration for Local Services Ads on the CRM? What is this Feature? Local Services Ads is a Google advertising service that helps service businesses (like plumbers, electricians, etc.) advertise their services on GoogleWhen potential customers search for a specific service on Google, ads from local service providers appear at the top of the search resultsReserve with Google, on the other hand, is a Google service that lets users book appointments and reservations with service businesses directly from Google Search, Google Maps, or the Reserve with Google websiteIntegrating LSA (Reserve with Google) with the CRM allows businesses to advertise their services and allow potential customers to book appointments directly through GoogleThis provides a streamlined customer experience and can help businesses reach more potential customers, increase their booking rates, and better manage their appointmentsUsage Cases: Home Service Businesses: Businesses offering home services such as cleaning, landscaping, or plumbing can use this integration to reach their local audience efficientlyWhenever users in their service area search for these services, their business will show up at the top of the search results, providing high visibilityOnce a user hires the service, they can directly schedule an appointment through GoogleThis eliminates the need for back-and-forth phone calls or emails, accelerating the booking process and leading to a better user experienceThe integration can also help businesses manage their bookings, avoid double-booking, and keep track of customer details and preferences for future referenceReal Estate Agencies: Real estate agencies can leverage this integration to reach a wider audience of potential buyers or sellersThrough Local Services Ads, they can advertise their services, such as property viewing, consultation, or legal paperwork assistanceWhen an individual is interested in a property or service, they can directly schedule a viewing or a meeting via Reserve with GoogleThis simplifies the user's journey from discovering a property to booking a viewing and allows agencies to manage their viewing schedules effectivelyLegal Consultation Services: Law firms can use this integration to advertise their consultation servicesWhen users search for legal consultation in their local area, the law firm's ad will appear at the top of the search results, increasing its visibilityPotential clients can then book a consultation directly through Reserve with Google, providing a streamlined booking experienceBy reducing the barriers to booking a consultation, law firms can convert more potential clients while managing their consultation schedules effectivelyGlossary TermDefinition Reserve with Google A service provided by Google which allows customers to book appointments and services directly through Google Search and Google MapsGoogle My Business A free tool that lets you manage how your local business appears across Google products, like Maps and SearchLocal Services Ads A type of advertisement that promotes local businesses and their servicesThese ads are triggered when a potential customer in the local area searches for the services the business offersLead A person who has indicated an interest in a company's product or service in some wayValid Lead A lead that has been confirmed as legitimate and fits the business's services and target audiencePay-Per-Lead An advertising pricing model is where the advertiser pays for an explicit sign-up from a consumer interested in the advertiser's offerDispute (Lead Dispute) The process of challenging the validity of a leadThis can happen when a business receives a lead from Local Services Ads that they believe is invalidManager Account This account allows businesses to manage multiple Google Ads accounts -- including other Manager Accounts -- from a single locationCustomer ID (CID) A unique number that's assigned to a Google Ads accountEach CID is unique to the account and can be used to help identify itBulk Upload The process of adding multiple items at once to a database or softwareIn the context of Google services, it refers to the ability to create and update multiple business listings at onceService Area Business A type of Google My Business account for businesses that serve customers at their locationsVertical An industry or group of related companies based on their primary business operationsIn the context of Local Services Ads, verticals could refer to the specific industries that a business can select when setting up their ads (like locksmiths, plumbers, electricians, etc.)How to use this feature? 1In your Account, go to Settings > Integrations and click "Connect" under Reserve with Google 2Confirm the business details are correct and click "Proceed." 3Click "Configure Calendar" to navigate to Calendar Settings 4Create/Edit a calendar, enable "Reserve with Google", update your Business Service Category, Service Type, and Estimated price 5Return to Settings > Integrations and click "Start Integration" to continue the integrationConfirm the instructions mentioned in the pop-up and click proceed6Login and link your Google Local Services Ads account (opened in a new tab)Contact Support if you are unable to view the same screen as below7Integration Status - Pending: It will take up to 48Hrs for Google to Verify the integration Please Note: If the status is "Not Matched", then your Business Info didn't match with your LSA Business DetailsSo, you will have to update Settings > Business Info and reintegrate (Delete & Integrate again)8Your LSA - Reserve with Google Integation is done! How does it work? The Appointments booked through Local Services Ads are managed in the respective Account's Calendarhttps://ads.google.com/local-services-ads/how-it-works/ https://www.google.com/maps/reserve/ FAQs 1How can agencies best leverage Local Services Ads for their clients? Agencies have various ways they can leverage LSAs for their clientsSome agencies charge a setup fee, ranging from a hundred to a thousand dollars, to set up the LSA account, then a monthly maintenance feeOthers charge a percent of total revenue or even offer the setup for free to acquire new clientsThere is no one-size-fits-all approach and the strategy used would depend on the agency's model and the clients they target2How does the onboarding process work for agencies? Google offers support for agencies when it comes to onboardingIf an agency has multiple accounts (10 to 1000+), there is a dedicated account management team to provide supportThey also provide a phone number for general onboarding and account management supportA bulk upload process is also available for creating multiple locations at once3What is the hierarchy for setting up LSAs? When setting up LSAs, a business should create a manager account, after which they can create Customer IDs (CIDs) through the manager account flow4Who qualifies for the high-level integration of LSAs? The CRM's integration of LSAs is available to everyone, not just Pro users5Can I connect different Google accounts to different businesses within the CRM? You can log in if you can access their Local Services Ads sign-in account6What requirements must a business meet to be eligible for LSAs? The requirements for eligibility vary based on the service provided by the businessFor example, if it's an HVAC business in California, Google will require a specific license and a certain amount of general liability insuranceIf the business or master technician does not have the required license, they will not be eligibleFurthermore, background checks are required in specific verticalsIf a business does not pass these checks, it won't be eligible for LSAs7What is the usual turnaround time for getting approved for LSAs? If a business can submit all the required documentation within 24-48 hours, approval may take one to two weeksHowever, this varies based on the volume of applications and can be affected by other external factorsIf a business has many employees who need to submit background checks, the process can take three to four weeks8How does the pricing structure of LSA work? The pricing for Local Services Ads is based on a pay-per-lead modelBusinesses only pay for valid leads and specific services related to their businessHowever, the cost per lead varies by job type, region, and lead type9What types of leads does LSA include? Local Services Ads can include a range of leads such as phone calls, messages, bookings, and moreThe exact types of leads a business will be charged for depending on their service10What happens when a business receives a lead from LSA? When a business receives a lead, it can review the lead detailsThey can dispute the lead within the LSA dashboard if they believe it's invalidThey won't be charged for invalid leads11How can I get the integration for Local Services Ads on the CRM? While the integration is currently live behind the scenes at the CRM, it's only visible to specific users as the CRM awaits Google's approval for broader useOnce Google gives the thumbs-up, the integration will be flipped on for everybody </s>
<s>[INST] Tap to Pay [/INST] More Tutorials from the Community https://youtu.be/vun81GoKARg https://youtu.be/u1tXeh_tXbw https://youtu.be/79Fx5g5ZFeE https://youtu.be/QHQOOhgfFjc POS (Point of Sale) Collections are now possible through this optionTap 2 Pay offers a checkout experience like no other with its swift and secure way to collect paymentsCovered in this article: What makes it a good payment collection option? How to Use Tap to Pay Supported Devices Join the Beta Program to activate Tap 2 Pay Please Note: This feature is currently available ONLY for US locationsIt will only be available once you join the BETA program (For other countries outside the US)Check the links at the end of the article to join the Beta ProgramWhat makes it a good payment collection option? 1Seamless Transactions - Completing transactions via POS has never been smoother with Tap to PayIt works with compatible contactless payment options2Speed and Convenience - Tap your customers' compatible card or smartphone using the App, and you're done! No swiping, no PINS, and no signaturesIt's that easy! 3Enhanced Security - Rest assured, your and your customers' financial information is always protectedTap to Pay uses cutting-edge encryption technology to safeguard your transactions4Wide Compatibility - Whether your customers prefer using contactless credit cards or mobile wallet apps like Apple Pay or Google Pay, Tap to Pay supports them allHow to Use Tap to Pay On the Mobile App, choose Point of SaleEnter the amount for the transaction and put in some details about the sale by clicking on +NotePlease Note: Make sure that your Stripe account is connected/integrated on the Web app prior to accessing Tap 2 Pay on the mobile appIf you see a message saying "Stripe not connected" then that means you need to integrate it on the web app firstYou can integrate your Stripe account by going to Payments > Integrations > Connect with Stripe Ensure the location on the mobile app is configured correctly, as Tap 2 Pay only works for specific locations (Currently US only)Once everything has been configured and set, you can now use Tap 2 PayAfter putting in the amount and note, click on Charge (Amount) Wait for it to load and connect to the readerAdd a tip on top of the amount if necessaryYou can also customize the amount for the tip by clicking "Custom." If not, then just proceed with "No tip." Ask your customer to tap their contactless payment method (e.g., Credit card, Apple Pay, etc.) to the App for the app to collect the payment to your Stripe accountOnce it goes through, you'll see "Approved, Payment Successful" on the screen, the name of the business and also a transaction IDSupported Devices 1All Android devices (with NFC capability) running on Android 8 OS or later2For iPhone Users: An iPhone XS or later running on iOS 16 or later (US) Please Note: Tap to Pay won't work on the Beta releases of iOSWe also highly recommend to update to the latest OS for the best experienceJoin the Beta Program to activate Tap 2 Pay (Tap to Pay is currently in Beta in most countries except for the US) Click the links below according to the app you're using 1Android: GHL App LeadConnector App 2For iPhone Users: GHL App LeadConnector App </s>
<s>[INST] Understanding Attribution Source (Ad Reporting) [/INST] What is Attribution? Attribution provides a breakdown of which channels or sources a contact came fromWith this information, we will be able to identify growth opportunities and determine which channels offer the most potentialFor example, if we are running Facebook and Google Ads, we would like to know which is more effective at generating leads into HighLevelAttribution can make this happenIn the article below, we will walk through attribution in HighLevel and even where to go to set up your ad reportingLet's hop in! TABLE OF CONTENTS What is Attribution? What is "First" or "Latest" Attribution? Where to Locate Contact Attribution Data? Types of Attribution Sources Paid Search (Google Ads) Paid Social (Facebook & Instagram Ads) Direct Traffic Organic Search Social Media Referrals Others CRM UI Third-Party What Events Record Attribution? How is Attribution Source Determined? Ad Reporting Setup Facebook and Instagram Ads Reporting Setup Google Ads Reporting Setup Troubleshooting Ad Reporting Issues What is "First" or "Latest" Attribution? When attributing a contact to a specific source it is common to consider the first and lastest attributionBoth are always stored on every single contactFirst Attribution - is the first time a contact interacts with our system, when this happens we record attribution data for that sessionFor example: Someone fills out a Contact Us FormLatest Attribution - is the most recent recorded interaction with us, when this happens we record attribution data for this most recent session as wellFor example: After filling out a Contact Us form they then decide to purchase our product via a HighLevel Two-Step Order FormWhen this happens, the latest attribution data will be recorded*The latest attribution will always change based on the last recorded interactionHowever, the first attribution will notNow that we know what First and Latest Attribution is, we need to know where it is storedWhere to Locate Contact Attribution Data? Rather it is the first or latest attribution data, you can locate this information in the bottom right of all contacts from the contact recordWithin the Sub-Account, go to Contacts > select a contact record > then locate the attribution data at the bottom right column under the activity tabFor contact creation, the first and latest attribution is defined as: - First attribution: The contact's first interaction is recorded in the systemThis is usually their first visit to your website or an interaction with any of the sources listed above- Latest attribution: The contact's last interaction before they were converted to a contact in the system Types of Attribution Sources Below we will walk through each of the Attribution Sources you will see on the contact’s First Attribution or Latest Attribution value will be one of the following: Paid Search Paid Social Direct Traffic Organic Search Social Media Referrals Others CRM UI Third-Party Paid Search (Google Ads) Traffic categorized under Paid search comes from paid search campaigns (e.g., Google AdWords)This will help in analyzing the Google Ad ReportingIt needs to have the UTM parameters matching (It is case-sensitive) {YourLandingPageUrl.com}?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} Google Ads UTM Parameters Name Key Value UTM Source utm_source adwords UTM Medium utm_medium {adname} Campaign utm_campaign {campaignname} UTM Content utm_content {adgroupname} Match Type utm_matchtype {matchtype} Campaign campaign_id {adgroupid} Ad Group ID ad_group_id {adgroupid} Ad ID ad_id {creative} For more information, see How to Set Up Google Ad ReportingPaid Social (Facebook & Instagram Ads) Traffic categorized under Paid social comes from a paid social campaignThis will help in analyzing the Facebook Ad ReportingIt needs to have the UTM parameters matching (It is case-sensitive) {YourLandingPageUrl.com}?utm_source=fb_ad&utm_medium={{adset.name}}&utm_campaign={{campaign.name}}&utm_content={{ad.name}}&campaign_id={{campaign.id}} Facebook and Instagram Ads UTM Parameters Name Key Value UTM Source utm_source fb_ad UTM Medium utm_medium {{adset.name}} Campaign utm_campaign {{campaign.name}} UTM Content utm_content {{ad.name}} Campaign campaign_id {{campaign.id}} For more information see, How to Setup Facebook Ad ReportingDirect Traffic Traffic categorized under Direct traffic does not have an indication of its source (See row 8 above)Typically, these people typed the URL directly in their browser or removed all query parameters before entering a siteTo view the source URLs for these visitors, click the Direct traffic sourceOrganic Search Traffic categorized under Organic Search comes from non-paid search results in known search engines, such as Google, Bing, Yahoo, and DuckduckgoTo view the keywords used in the search engine, click the Organic search source in the Sources tableWhen there are Unknown keywords (SSL), it is likely due to the search engine encrypting user dataFor example, Google encrypts all the search terms entered by their usersSocial Media Traffic categorized under Organic social comes from social media websites or appsAn example is when a visitor shares your content or website on their social media account, and their followers visit your content or visit the links inside your messages on social mediaReferrals Traffic categorized under Referrals comes from external sites that link to your websiteIt should not be a search engine or social media siteA referring domain may have multiple pages that link to your siteOthers When a lead is generated through various channels such as incoming calls, SMS, emails, WhatsApp messages, or Facebook messages, it is important to display all the information in one placeThis helps keep track of all the leads and ensures that none fall through the cracksBy having a centralized system to manage all the leads, businesses can ensure they are not missing out on potential customersCRM UI When a lead is created manually through the HighLevel App CRM, its source is defined as thisThis categorization helps in identifying leads that were created manually within the HighLevel App CRM onlyThird-Party When a lead is created by a third-party tool like Zap, its source is defined as thisThis categorization helps identify leads created through third-party integrationWhat Events Record Attribution? Within the same session, a contact must do one or more of the following actions: Form/Survey Submission Calendar Booking Submission Chat Widget (After Submitting Contact Info) Order Form Submission (One or Two-Step) This action must be a HighLevel Form, Survey, Calendar, Chat Widget and Order Form in order for all attribution data to be capturedNon-HighLevel events will not capture attribution data -- this includes UTM Parameter dataHow is Attribution Source Determined? When you want to understand why a contact attribution source was added by HighLevel to the contact, you need to understand what we look for when determining attribution dataAll attribution events follow a set of rules to categorize traffic into a specific source, and we check the full page URL and the referring domain, if available, against these rulesThey are applied in this order: Order Rule Source 1 The "utm_source" parameter contains the word “adwords” for Google AdPaid Search 2 The "gclid" parameter is present, as it is the Google click IDThe "msclkid" parameter is present, it is the Microsoft click ID for Bing/Yahoo Paid Search 3 The "utm_source", "utm_medium", or "utm_campaign" parameter is present and the referring domain is google.comPaid Search 4 The "utm_source" parameter contains the word “fb_ad” for Facebook AdWe have deprecated utm_source=facebook, please use "fb_ad"The "utm_source" parameter contains the word “linkedin_ad” for Linkedin Ads and "twitter_ad" for Twitter Ads Paid Social 5 The referring domain is a social media siteSocial Media 6 Referring domain is a search engine(Google, Yahoo, Bing, Duckduckgo) Organic Search 7 Referring domain is not a social media site or search engineReferral 8 No referring domain or tracking URLDirect Traffic 9 This shows up if the lead came from an Incoming Call/SMS/Email/WhatsApp/Facebook message or any other source not covered aboveOthers 10 Lead is manually created within the CRM system CRM UI 11 Lead is generated from a third-party integration tool like Zap Third-Party Now that we can see how HighLevel chooses to apply a specific attribution source, let's walk through each attribution source togetherAd Reporting Setup When you need to set up your Paid Ads attribution tracking, please see the following documentation for Facebook, Instagram, and Google Ads Set UpFacebook and Instagram Ads Reporting Setup To set up Facebook and Instagram ads attribution, please visit Facebook Ad Reporting SetupAdditional Facebook Ads Resources How to set up a Funnel Event Pixel for Facebook Conversion API How to set up and install a Meta Pixel Facebook Conversion Leads Walkthrough Facebook Conversions API Trigger in Workflows Google Ads Reporting Setup To set up Google Ads Attribution, please visit Google Ad Reporting SetupAdditional Google Ads Resources Google Analytics 4 Tracking Understanding Google Ad Reporting Terminology Troubleshoot Guide For Google Ad Reporting For any additional assistance, you can contact us 24/7In addition, please note you may need to consult an ad specialist for more advanced reporting and attribution setup for external reporting and attribution trackingTroubleshooting Ad Reporting Issues If your attribution data is not being recorded in HighLevel after you have set up your Facebook or Instagram Ad Reporting or your Google Ad Reporting, we can try the following troubleshooting steps to fix this..Check for Spaces or Misspellings in the Final URL When creating your UTM parameters, be sure to check for any misspellings, extra spaces from copying, or case sensitivityThe examples provided should be used, it is best to copy and paste themTake a moment to confirm it was done correctlyAlso, the examples are case sensitive, meaning an upper case or lower case being present where it shouldn't be will cause errors in attributionFinal URL = The URL a contact clicks on from their ad, which takes them to where they take the next action on your site or formConfirm that Submissions Happen on the Final URL For the UTM parameters to be recorded, when a user lands from an ad they cannot move from this pageFor example, if someone lands on a page and then clicks a button that moves them to another page to submit a form, no attribution data from URMs can be addedSo we need to keep them on this page when they fill out the formA workaround would be to add a pop-up or a section with the submission form to ensure the data is capturedDo NOT add any custom UTM parameters to Facebook, Instagram, or Google AdsPlease be sure to use our HighLevel UTM templates as instructed in the setup directionsPlease do not add custom UTM parameters to the templated examples provided in the setup guidesThis could cause issues and may result in missing data or failure to record any data </s>
<s>[INST] Set Event Start Date event in Workflows [/INST] More Tutorials from the Community https://youtu.be/jGBByD6YXsU https://youtu.be/xQijq8hqkc0 https://youtu.be/RNsp0TH61Ec Use this event to set the Event Start Date to a specific day, date, and/or time, which enables you to use Wait events that hold contacts in relation to the day/date/time that you set. </s>
<s>[INST] Email Signatures [/INST] Follow the steps below to create Email Signatures for users: Click on Settings Click on My Staff Click on Edit for the user you want to update the user signature for Expand User Info Scroll to the Email signature section You can also insert the code here You can ask the user to log in and go to the Profile tab to edit the Email signature Click save Follow the steps below to automatically append the email signature to email event templates Click Marketing Click Campaigns Click the name of a campaign to open up the campaign (or create a new campaign if you don't already have one) Click Campaign Configurations Use the drop down in the Users field to assign user(s) to the campaign Click Save Click Edit on an email event within the campaign (or add an email event) Within the email template click Custom Values -> User -> SignatureMake sure the code given is at the bottom of the email template (where you would expect to see an email signature) Click Save Make sure the campaign is Published if you want to be able to add contacts to it (top right drop down within the campaign) Done! Now all of the contacts that get put into this campaign will be assigned to the user(s) assigned to the campaign and will receive the email signature within the email event pertaining to the user they were assignedClick here to learn more about Round Robin Campaigns FAQ: Why is the user signature blank when I send a manual email in the conversation tab? If email signatures are not working, make sure that you are logged in as the user with the signatureIf you are logged in as an agency trying to send an email on behalf of the user, the user signature will not workHowever, the workaround is to send the email through the workflow/campaign instead of sending them manuallyYou can use the other methods listed here aside from the conversation manual way: https://gohighlevelassist.freshdesk.com/support/solutions/articles/48001208887-how-to-send-a-test-email-in-the-conversation </s>
<s>[INST] How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer [/INST] Our email composer is equipped with the functionality of CC and BCC capabilities, providing a robust emailing experienceThis feature allows users to effectively manage their communication by engaging multiple stakeholders in a single thread while preserving individual confidentialityAs an integral part of our user-friendly solutions, this feature continues to redefine user control in communication, in alignment with our commitment to offering feature-rich email experiencesPlease note: This feature is available only in the New Message Composer and can be accessed via LabsCovered in this Article: What is the CC and BCC capability in the Email Composer? Usage Cases: How to use the CC and BCC feature? FAQs Q: Will a new contact be created if I add an outside email to the CC/BCC fields? Q: What happens if I add an existing contact’s email address in the CC/BCC fields? Q: Is the CC/BCC feature available for all email channels? Q: How can the CC/BCC feature improve my email communications? What is the CC and BCC capability in the Email Composer? The CC (Carbon Copy) and BCC (Blind Carbon Copy) capabilities in the Email Composer enable you to send emails to additional recipientsThe CC function allows you to email additional recipients beyond the primary ones in the 'To' fieldWhen you use the CC function, the email addresses of all recipients (primary and CC'd) are visible to all who receive the messageOn the other hand, the BCC function also allows you to send emails to additional recipients, but in a more private mannerWhen you use the BCC function, the email addresses of the BCC'd recipients are hidden from all other recipientsThis means that people who receive the email will not know that the BCC'd recipients are also receiving it, thus ensuring their privacyUsage Cases: Project Updates: If a team is working on a project and the project manager wants to send an update to the team members and keep higher management or other departments in the loop, they can use the CC functionThe team members would be in the 'To' field, and the higher management or other departments would be in the 'CC' fieldThis ensures that everyone has the same information about the project's progressCustomer Communication: In customer service situations, the support representative might be communicating directly with a customer (the 'To' field), but they might also CC their manager or another team (like the technical team) if they want to keep them informed or require their input on the conversationConfidential Matters: If a manager wants to email a staff member but also wants to inform the HR department without the staff member knowing, they could use BCCThe staff member's email would be in the 'To' field, and the HR department would be in the 'BCC' fieldThis way, the HR department stays informed about the communication without the staff member knowingMass Email without Revealing Addresses: If a company wants to send out an announcement or newsletter to multiple recipients without each recipient seeing the others' email addresses (for privacy reasons), they could use the BCC fieldThis way, each recipient receives the email without seeing who else the email was sent toVendor Communication: If a business communicates with various vendors or suppliers and needs to send a similar message to all, they can put the primary vendor in the 'To' field and CC the restThis way, all vendors know about each other, promoting transparency, but the main communication is addressed to the primary vendorHow to use the CC and BCC feature? Accessing the Feature: Open the email composer by clicking the "New Email" button or "Reply" in an existing email threadLocating the Fields: You will see the CC and BCC fields alongside the regular "To" fieldThey are easily accessible and integrated seamlessly within the composer interfaceAdding Recipients: Click on the CC/BCC field to expand itYou can now enter the email addresses of the recipients you wish to CC or BCCYou can select an email address from the dropdown list (which contains all your contact emails) or manually type in a new email addressCollapsing the Fields: After adding the recipients, click on the CC/BCC field again to collapse itThe added recipients will be savedSyncing Changes: The new feature also supports 2-way syncAny changes to the email recipients (added or removed) in our system will be reflected in Gmail/Outlook and vice versaReplying to Emails: You can only do a "reply all" to any email with CC or BCC recipientsIt's important to note that you cannot remove CC/BCC recipients in the middle of a threadFAQs Q: Will a new contact be created if I add an outside email to the CC/BCC fields? A: No, a new contact will not be created if you add an outside email to the CC/BCC fieldsQ: What happens if I add an existing contact’s email address in the CC/BCC fields? A: If you add an existing contact’s email address in the CC/BCC fields, the conversation will only show under the primary contact’s thread (the 'To' recipient) and not under the thread of the CC/BCC contactQ: Is the CC/BCC feature available for all email channels? A: Yes, the CC/BCC feature is compatible with all email channels, including Mailgun, Leadconnector (2 Way Sync) - Gmail and Outlook, SMTP email, Custom Providers, and Custom Conversations ProvidersQ: How can the CC/BCC feature improve my email communications? A: By using the CC/BCC feature, you can efficiently manage your email communications by involving multiple parties, either openly or confidentiallyThis offers flexibility and enhances communication by keeping all relevant parties in the loop </s>
<s>[INST] Google Adwords Case Study [/INST] </s>
<s>[INST] How to clone a dashboard (in the same location) [/INST] Efficiently reuse your existing dashboards and save valuable time by leveraging the cloning feature. This guide will walk you through the steps to successfully clone a dashboard. TABLE OF CONTENTS Step 1: Navigate to the Dashboard Step 2: Access Dashboard Options Step 3: Select "Clone" Step 4: Customize Title (If Required) Step 5: Update Permissions (If Required) Step 6: Click "Confirm Note: What's Next: Step 1: Navigate to the Dashboard Identify the dashboard you wish to clone. Step 2: Access Dashboard Options In the top right corner, click on the three dots. Step 3: Select "Clone" Step 4: Customize Title (If Required) Step 5: Update Permissions (If Required) Optionally, adjust permissions for the cloned dashboard to suit your needs. Step 6: Click "Confirm Note: Wondering which plan unlocks the customizable multiple Dashboards? It's currently available exclusively for the $497 plan and beyond. If you're on the $97 or $297 plan, we recommend leveling up to unlock this feature. What's Next: How to Edit a dashboard How to pin dashboards as favourite How to manage permissions for a dashboard </s>
<s>[INST] Understanding the Conversion Rate in the Prospecting Tool [/INST] At GHL, we are committed to revolutionising the prospecting process for agenciesWith this goal in mind, we are excited to introduce the "Prospect Conversion Score," a powerful feature designed to transform the way agencies prioritise and target prospectsThe Conversion Likelihood Score is now a key component of our platform, accessible within the Prospect Dashboard and the Prospect Marketing Audit ReportTABLE OF CONTENTS How to Use the Conversion Score: Key Features of the Conversion Score: How to Use the Conversion Score: The Conversion Score is designed to simplify the prospecting process and ensure you focus your efforts where they matter mostHere's how you can make the most of it: 1Prospect Searches: When you perform prospect searches, pay attention to the Conversion ScoreThis score is a reliable indicator of a prospect's likelihood to convert, helping you make efficient and data-driven decisions2Prospect Dashboard: Within the Prospect Dashboard, use the Conversion Score to identify high-potential prospectsBy understanding their conversion likelihood, you can tailor your approach to engage them effectively3Marketing Audit Report: The Conversion Score is also accessible in the Prospect Marketing Audit ReportThis report provides an in-depth analysis of each prospect's conversion potential, offering valuable insights for your prospecting strategyKey Features of the Conversion Score: 1Sophisticated Scoring Model: Our state-of-the-art scoring model takes into account a wide range of prospect data pointsThis includes factors such as GBP Claim status, average reviews, demographics, and historical conversion dataBy analysing these factors, we provide you with a robust and precise prospect score2Thresholds for Quick Insights: We've established specific thresholds for prospect scores, categorising them as "high," "moderate," or "low" conversion likelihoodThis categorisation allows agencies to quickly identify the most promising prospects, ensuring you focus your efforts where they are most likely to yield results3Enhanced Searching: When you search for prospects on our platform, the Conversion Likelihood Score provides you with instant insights into each prospect's potential to convertThis feature empowers agencies to make more informed decisions in your prospecting strategyIt's like having a personalised conversion assistant at your fingertips4Prospect Dashboard Integration: The Conversion Likelihood Score seamlessly integrates into the Prospect Dashboard, consolidating crucial information in one central locationThis means you can quickly identify high-potential prospects and prioritise your engagement efforts accordinglyThe "Prospect Conversion Score" is a game-changer for agencies, offering a data-driven approach to prospecting that saves you time and resourcesWe're excited to see how this feature transforms the way you engage with prospects and drive conversions </s>
<s>[INST] How to Set Up a Whitelabel Domain for the Desktop Web App [/INST] Why do I need to whitelabel the desktop web app? By whitelabeling your desktop web app, your customers will be using your domain when logging in and using the appFor example, instead of "app.gohighlevel.com" they would use "app.myawesomedomain.com" To get started, you'll just need to complete four easy steps: Create a CNAME in your DNS records (typically at your domain provider) pointing to whitelabel.ludicrous.cloud for example at GoDaddy it might look like this: (the Host field is the prefix you'd like to use before your domainIt can be anything, but in this example, it is "app," meaning "app.myawesomedomain.com" would point to the HighLevel serversLog into your HighLevel Agency account and enter the subdomain as configured in the previous stepGo to the "Agency View" in the sub-account chooser at the top of the side navigation bar > "Settings" > "Company" > "Whitelabel Domain"Scroll down and click the "Update Company" button to saveNOTE: If you previously set up your white-label domain and you want to update it to run on whitelabel.ludicrous.cloud, you'll need to first clear the Whitelabel Domain field, click Update Company to save, then re-enter your sub-domain into the Whitelabel Domain field and save againUpload your agency logoWithin the "Agency View," go to "Settings" > "Agency Settings" > "Company Logo" Update your agency Terms & ConditionsWithin the "Agency View," go to "Settings" > "Agency Settings" > "Terms & Conditions URL" Include the full URL to your Terms & Conditions page, which should look something like this: https://myawesomedomain.com/terms Once your DNS record propagates (typically within a few minutes at most), you can access your new domain, for example: "https://app.myawesomedomain.com" and you will see your login screen, logo and terms & conditionsCongrats you're done! </s>
<s>[INST] Industry Playbook - Health & Wellness Business [/INST] The roadmap for growing a local Health & Wellness business online is simple: capture new leads, conversationally convert those leads into sales, turn those customers into positive reviews, and then reactivate those customers into repeat buyers. Here’s the playbook: Capture More Leads Install the SMS Webchat Widget on the Health & Wellness business’s website. Integrate the Health & Wellness business’s Google Business Profile to activate Google Chat Activate The Missed-Call Text-Back so that any unanswered calls to the Health & Wellness business immediately receive a text message saying, “Sorry we missed your call - how can we help?” Nurture Leads into Bookings Configure helpful Text Snippets for phrases & links the Health & Wellness business often sends to people. Activate Conversation AI so the Health & Wellness business has a fully trained, always-on assistant to conversationally convert leads into bookings. Turn Leads into Sales Configure Payment Integration for Payment Forms, Paid Appointment Calendars, Text-2-Pay, and Tap-2-Pay. Turn Sales into Positive Reviews Configure Email & SMS Review Request Templates so the Health & Wellness business can quickly & easily request reviews with the tap of a button. Turn Sales into Repeat Customers Configure Newsletter Email Template so the Health & Wellness business can easily send out news, updates, and promotions to their contacts. </s>
<s>[INST] Troubleshooting Bulk Imports Via CSV [/INST] This video covers how you can navigate to the error logs linked to a certain Contact Import Bulk Action and how to work through the errors to resolve them: Troubleshooting steps covered in this article: Master Bulk Importing Error Code List List of supported Timezones Accepted Custom Field Format Requirements List of supported Countries My CSV list is mixed, some contacts either have an email or phone # some have both an email and phone, how should I proceed? Some of my contacts have multiple emails and or phone numbers how should I proceed? Master Bulk Importing Error Code List Master Type Error ID (Optional) Error code What the error means Steps to resolve the error Formatting mistakes when placing values in the spreadsheet 1001 Unknown error HighLevel is unable to process the file due to an unknown errorYour data was not importedConfirm that your file meets all requirementsTry to re-import after clearing your browser cache or using another browser1002 Multiple owners found in HL "The import file contains an Owner value that matches more than one user in the accountThis usually occurs for names (e.g., there are two John Doe users in your HighLevel account, and the import file contained the name "John Doe")The affected records were imported, but the Owner's property does not contain a value." Replace the name of the owner with their email address in your import file, then re-import the fileYou can also manually update the Owner property value in the affected records1003 Invalid sheet count "The import file contains more than one sheetYour data was not imported." Remove any additional sheets from your import file, then re-importReview additional file requirements for importing into High Level1004 Invalid required property "A required property in the import file contains an invalid valueThe data in that row was not imported." Confirm the format requirements of your specific property or the property type, update your file to match the correct format, then re-import1005 Invalid enumeration option "The import file contains a value that does not match an existing option in an enumeration propertyThis applies to multi-select, dropdown select, radio select, and checkbox-type propertiesThe affected records were still imported, but the enumeration property does not contain a value." Identify the incorrect value by comparing your import file against the property in HighLevelYou can choose to update the value in your import file to match an existing option or add the value as a custom option to your propertyOnce you're done, re-import the file or manually update the property value in the affected records1006 Invalid contact ID "During the import, the checkbox to update existing records using Contact IDs was selectedHowever, the Contact ID listed in the file did not match an existing ID in HighLevelThe records were not imported." Ensure that the [object] IDs are correctYou may need to export your existing records to get the correct object IDsIf you're not updating or associating existing objects in HighLevel, do not select the checkbox during the import process1007 File not found "The file you selected was not foundYour data was not imported." Verify that you have saved your file to your computer and that it is the correct file typeOnce you've done that, re-upload the fileDuplicate Entries in HL/File 1008 Failed validation of Email "The import file contains an email address that does not conform to the format of a typical email address (e.g., name@domain.com) The import did not create or update the records." "For contacts, update your import file with the correct email, to make sure your format is correct with '@' '.com then re-import the file1009 Empty unique property value in the file "The import file contains a row with data that cannot be processed because there is no value against the record of its unique identifier (primary column)." Verify that your data value matches the correct format for the property you are importing, then re-import the fileYou can also manually update the property value in the affected records1010 Duplicate unique property value in the HL "The same value of the primary column is present against multiple recordsYour data was imported against all HL records but there may be duplicates of the same record in HighLevel" "Choose a different column header to act as your primary column or fix any mistakes, then re-import the files." 1011 Duplicate unique property value in the file "The same unique value was used multiple times within your filesYour data was imported but there may be duplicates of the same record in HighLevelIf you were trying to associate, your records were not associated." "Choose a different column header to act as your unique value or fix any mistakes, then re-import the files." 1012 Duplicate Contact ID in the file "The same Contact ID was used multiple times within your filesThe affected records were not updated or associated in HighLevel." Update your import file so that there is only one row with that Contact IDKeep the row with the most up-to-date information that you want to be included in HighLevelOnce you've removed duplicates, re-import the filesMiscellaneous 1013 Could not parse the phone number "The import file contains a value for a number property with non-numeric characters or numbers not formatted as per E.164 format The affected records were imported, but the number property does not contain a value." "Update your import file with the correct numerical value and re-import, or manually update the property value in the affected recordsIf your records should match the numerical field, learn how to format your file to correctly import data to multiple checkbox properties - LEARN MORE" 1014 Could not parse the date "The import file contains a date value that does not match the format you selected during the import processThe affected records were imported, but the date property does not contain a value." "Update your import file with the correct value and re-import, or manually update the property value in the affected recordsIf your records should match the date field, learn how to format your file to correctly import data to multiple checkbox properties - LEARN MORE" 1015 Could not find the owner "The import file contains a record owner that does not match a user in HighLevelThe affected records were imported, but the Owner field does not contain a value." "Update the data in the Owner column of your import file to include the first and last name or email of a user in your accountIf the person you want to assign the record to is not yet a user in the account, add them as a user, then re-import with their name or email as it appears in the accountIf your records should match contact owners, learn how to format your file to correctly import data to multiple checkbox properties - LEARN MORE" 1016 Ambiguous enumeration option in HL "The same record matches more than one of the existing options defined for an enumeration propertyThis applies to multi-select, dropdown select, single-choice select, and checkbox-type propertiesThe affected records were imported, but the enumeration property does not contain a value." "Identify the incorrect value by comparing your import file against the property in HighLevelUpdate the value in your import file to match only one existing option, then re-import the fileYou can also manually update the property value in the affected recordsIf your records should match multiple options, learn how to format your file to correctly import data to multiple checkbox properties - LEARN MORE" 1017 Location does not allow duplicate contacts - use 1010 & 1011 1018 CustomField not supported -> validate while mapping itself - file and signature 1019 Invalid Custom Field value -> use 1005 instead 1020 Failed to create a contact 1021 No email, phone, firstName and lastName, and type are created 1022 Contact was not found 1023 Failed to update a contact 1024 Failed to add campaign/workflow List of supported Timezones Etc/GMT+12 Pacific/Midway Pacific/Honolulu America/Juneau US/Alaska America/Dawson America/Los_Angeles America/Phoenix America/Tijuana US/Arizona America/Belize America/Boise America/Chihuahua America/Denver America/Edmonton America/Guatemala America/Managua America/Regina Canada/Saskatchewan US/Mountain America/Bahia_Banderas America/Bogota America/Cancun America/Chicago America/Mexico_City US/Central America/Caracas America/Detroit America/Indiana/Indianapolis America/Louisville America/Manaus America/New_York America/Santiago America/Santo_Domingo America/Toronto US/East-Indiana US/Eastern America/Argentina/Buenos_Aires America/Glace_Bay America/Montevideo America/Sao_Paulo Canada/Atlantic America/St_Johns Canada/Newfoundland America/Godthab America/Noronha Etc/GMT+2 Atlantic/Cape_Verde Atlantic/Azores UTC Africa/Algiers Africa/Casablanca Africa/Lagos Atlantic/Canary Europe/London Africa/Cairo Africa/Harare Europe/Amsterdam Europe/Belgrade Europe/Brussels Europe/Madrid Europe/Oslo Europe/Sarajevo Africa/Nairobi Asia/Amman Asia/Baghdad Asia/Jerusalem Asia/Kuwait Asia/Qatar Europe/Athens Europe/Bucharest Europe/Helsinki Europe/Moscow Asia/Baku Asia/Dubai Asia/Kabul Asia/Tehran Asia/Karachi Asia/Yekaterinburg Asia/Colombo Asia/Kolkata Asia/Calcutta Asia/Kathmandu Asia/Almaty Asia/Dhaka Asia/Rangoon Asia/Bangkok Asia/Krasnoyarsk Asia/Irkutsk Asia/Kuala_Lumpur Asia/Shanghai Asia/Taipei Australia/Perth Asia/Seoul Asia/Tokyo Asia/Yakutsk Australia/Adelaide Australia/Darwin Asia/Vladivostok Australia/Brisbane Australia/Canberra Australia/Hobart Australia/Sydney Pacific/Guam Asia/Magadan Pacific/Auckland Pacific/Fiji Pacific/Tongatapu Accepted Custom Field Format Requirements Depending on the records you are importing, your file could include the following columns: Date Picker Acceptable formats- mm/dd/yyyy (e.g10/28/2020) yyyy/mm/dd (e.g2020/10/28) You can also replace '/' with '-' '.' and it'll recognize the uploaded fields as a Date field (Available in our future release!) Multiple Options, Checkbox, Textbox List Acceptable formats- Value 1, Value 2, Value 3 .....(e.gBlue, Yellow, Green or Blue, Yellow, Green or Blue, Yellow , Green) You can also replace ' , ' with ' ; ' ' ' and it'll recognize the uploaded fields as the aforementioned field Radio, Single Option Acceptable formats: Value 1 (e.gBlue) File Upload, Signature Not Supported Contact Owner To assign an owner to your contacts during the import, include the name of the 'User' Acceptable formats: FirstName LastName (e.gLogan Paul or logan paul) LastName FirstName (e.gPaul Logan or paul logan) Note #1: Unless the user has both FirstName and Last Name, the system will not recognize it during the upload Tags Acceptable formats- Value 1, Value 2, Value 3 .....(e.gBlue,Yellow,Green or Blue, Yellow, Green or Blue , Yellow , Green) You can also replace ' , ' with ' ; ' ' ' and it'll recognize the uploaded fields as the aforementioned field Tags (example formats) Status lowercase ok UPPERCASE ok (will be lowercased) ProperCase ok (will be lowercased) with a space ok With A Space ok (will be lowercased) pre-existing tag ok (maps successfully) DoNotDisturb Acceptable formats- True or False ( true or false ) Yes or No ( yes or no ) Phone Number For the vast majority of cases, as long as you format the phone numbers in E.164 (Ex: +1 1234567890) our system will recognize it as valid- irrespective of the default Country picked at the sub-account level Additionally, if you have set the Country to the US, the following would work perfectly fine as well 123-456-7890 (123) 4567890 1234567890 Furthermore, if you are working with international numbers (Outside the US), we'd encourage you to visit: https://libphonenumber.appspot.com/ and run your phone number format by the tool in conjunction with the codes below to ascertain its appropriateness for uploadNumerical Acceptable formats- 1.23.4 1234 .123 Monetary Acceptable formats- 1234 1,234,234,333 List of supported Countries “BD”: “Bangladesh”, “BE”: “Belgium”, “BF”: “Burkina Faso”, “BG”: “Bulgaria”, “BA”: “Bosnia and Herzegovina”, “BB”: “Barbados”, “WF”: “Wallis and Futuna”, “BL”: “Saint Barthelemy”, “BM”: “Bermuda”, “BN”: “Brunei”, “BO”: “Bolivia”, “BH”: “Bahrain”, “BI”: “Burundi”, “BJ”: “Benin”, “BT”: “Bhutan”, “JM”: “Jamaica”, “BV”: “Bouvet Island”, “BW”: “Botswana”, “WS”: “Samoa”, “BQ”: “Bonaire, Saint Eustatius and Saba “, “BR”: “Brazil”, “BS”: “Bahamas”, “JE”: “Jersey”, “BY”: “Belarus”, “BZ”: “Belize”, “RU”: “Russia”, “RW”: “Rwanda”, “RS”: “Serbia”, “TL”: “East Timor”, “RE”: “Reunion”, “TM”: “Turkmenistan”, “TJ”: “Tajikistan”, “RO”: “Romania”, “TK”: “Tokelau”, “GW”: “Guinea-Bissau”, “GU”: “Guam”, “GT”: “Guatemala”, “GS”: “South Georgia and the South Sandwich Islands”, “GR”: “Greece”, “GQ”: “Equatorial Guinea”, “GP”: “Guadeloupe”, “JP”: “Japan”, “GY”: “Guyana”, “GG”: “Guernsey”, “GF”: “French Guiana”, “GE”: “Georgia”, “GD”: “Grenada”, “GB”: “United Kingdom”, “GA”: “Gabon”, “SV”: “El Salvador”, “GN”: “Guinea”, “GM”: “Gambia”, “GL”: “Greenland”, “GI”: “Gibraltar”, “GH”: “Ghana”, “OM”: “Oman”, “TN”: “Tunisia”, “JO”: “Jordan”, “HR”: “Croatia”, “HT”: “Haiti”, “HU”: “Hungary”, “HK”: “Hong Kong”, “HN”: “Honduras”, “HM”: “Heard Island and McDonald Islands”, “VE”: “Venezuela”, “PR”: “Puerto Rico”, “PS”: “Palestinian Territory”, “PW”: “Palau”, “PT”: “Portugal”, “SJ”: “Svalbard and Jan Mayen”, “PY”: “Paraguay”, “IQ”: “Iraq”, “PA”: “Panama”, “PF”: “French Polynesia”, “PG”: “Papua New Guinea”, “PE”: “Peru”, “PK”: “Pakistan”, “PH”: “Philippines”, “PN”: “Pitcairn”, “PL”: “Poland”, “PM”: “Saint Pierre and Miquelon”, “ZM”: “Zambia”, “EH”: “Western Sahara”, “EE”: “Estonia”, “EG”: “Egypt”, “ZA”: “South Africa”, “EC”: “Ecuador”, “IT”: “Italy”, “VN”: “Vietnam”, “SB”: “Solomon Islands”, “ET”: “Ethiopia”, “SO”: “Somalia”, “ZW”: “Zimbabwe”, “SA”: “Saudi Arabia”, “ES”: “Spain”, “ER”: “Eritrea”, “ME”: “Montenegro”, “MD”: “Moldova”, “MG”: “Madagascar”, “MF”: “Saint Martin”, “MA”: “Morocco”, “MC”: “Monaco”, “UZ”: “Uzbekistan”, “MM”: “Myanmar”, “ML”: “Mali”, “MO”: “Macao”, “MN”: “Mongolia”, “MH”: “Marshall Islands”, “MK”: “Macedonia”, “MU”: “Mauritius”, “MT”: “Malta”, “MW”: “Malawi”, “MV”: “Maldives”, “MQ”: “Martinique”, “MP”: “Northern Mariana Islands”, “MS”: “Montserrat”, “MR”: “Mauritania”, “IM”: “Isle of Man”, “UG”: “Uganda”, “TZ”: “Tanzania”, “MY”: “Malaysia”, “MX”: “Mexico”, “IL”: “Israel”, “FR”: “France”, “IO”: “British Indian Ocean Territory”, “SH”: “Saint Helena”, “FI”: “Finland”, “FJ”: “Fiji”, “FK”: “Falkland Islands”, “FM”: “Micronesia”, “FO”: “Faroe Islands”, “NI”: “Nicaragua”, “NL”: “Netherlands”, “NO”: “Norway”, “NA”: “Namibia”, “VU”: “Vanuatu”, “NC”: “New Caledonia”, “NE”: “Niger”, “NF”: “Norfolk Island”, “NG”: “Nigeria”, “NZ”: “New Zealand”, “NP”: “Nepal”, “NR”: “Nauru”, “NU”: “Niue”, “CK”: “Cook Islands”, “XK”: “Kosovo”, “CI”: “Ivory Coast”, “CH”: “Switzerland”, “CO”: “Colombia”, “CN”: “China”, “CM”: “Cameroon”, “CL”: “Chile”, “CC”: “Cocos Islands”, “CA”: “Canada”, “CG”: “Republic of the Congo”, “CF”: “Central African Republic”, “CD”: “Democratic Republic of the Congo”, “CZ”: “Czech Republic”, “CY”: “Cyprus”, “CX”: “Christmas Island”, “CR”: “Costa Rica”, “CW”: “Curacao”, “CV”: “Cape Verde”, “CU”: “Cuba”, “SZ”: “Swaziland”, “SY”: “Syria”, “SX”: “Sint Maarten”, “KG”: “Kyrgyzstan”, “KE”: “Kenya”, “SS”: “South Sudan”, “SR”: “Suriname”, “KI”: “Kiribati”, “KH”: “Cambodia”, “KN”: “Saint Kitts and Nevis”, “KM”: “Comoros”, “ST”: “Sao Tome and Principe”, “SK”: “Slovakia”, “KR”: “South Korea”, “SI”: “Slovenia”, “KP”: “North Korea”, “KW”: “Kuwait”, “SN”: “Senegal”, “SM”: “San Marino”, “SL”: “Sierra Leone”, “SC”: “Seychelles”, “KZ”: “Kazakhstan”, “KY”: “Cayman Islands”, “SG”: “Singapore”, “SE”: “Sweden”, “SD”: “Sudan”, “DO”: “Dominican Republic”, “DM”: “Dominica”, “DJ”: “Djibouti”, “DK”: “Denmark”, “VG”: “British Virgin Islands”, “DE”: “Germany”, “YE”: “Yemen”, “DZ”: “Algeria”, “US”: “United States”, “UY”: “Uruguay”, “YT”: “Mayotte”, “UM”: “United States Minor Outlying Islands”, “LB”: “Lebanon”, “LC”: “Saint Lucia”, “LA”: “Laos”, “TV”: “Tuvalu”, “TW”: “Taiwan”, “TT”: “Trinidad and Tobago”, “TR”: “Turkey”, “LK”: “Sri Lanka”, “LI”: “Liechtenstein”, “LV”: “Latvia”, “TO”: “Tonga”, “LT”: “Lithuania”, “LU”: “Luxembourg”, “LR”: “Liberia”, “LS”: “Lesotho”, “TH”: “Thailand”, “TF”: “French Southern Territories”, “TG”: “Togo”, “TD”: “Chad”, “TC”: “Turks and Caicos Islands”, “LY”: “Libya”, “VA”: “Vatican”, “VC”: “Saint Vincent and the Grenadines”, “AE”: “United Arab Emirates”, “AD”: “Andorra”, “AG”: “Antigua and Barbuda”, “AF”: “Afghanistan”, “AI”: “Anguilla”, “VI”: “U.SVirgin Islands”, “IS”: “Iceland”, “IR”: “Iran”, “AM”: “Armenia”, “AL”: “Albania”, “AO”: “Angola”, “AQ”: “Antarctica”, “AS”: “American Samoa”, “AR”: “Argentina”, “AU”: “Australia”, “AT”: “Austria”, “AW”: “Aruba”, “IN”: “India”, “AX”: “Aland Islands”, “AZ”: “Azerbaijan”, “IE”: “Ireland”, “ID”: “Indonesia”, “UA”: “Ukraine”, “QA”: “Qatar”, “MZ”: “Mozambique” Atlantic/Canary </s>
<s>[INST] How can agencies export their client list? [/INST] Welcome to this tutorial, where we'll discuss exporting comprehensive subaccount data in a few clicksThis guide will walk you through this straightforward process, enabling you to have detailed insights about your subaccounts at your fingertipsWhether for strategizing, analysis, or team meetings, this data export feature will be a game-changer for managing your agency and followersCovered in this Article: What is this feature? How to use this feature? Usage Cases: FAQs 1Q: What kind of data can I export about my subaccounts? 2Q: How long does exporting data for all my subaccounts take? 3Q: Can I open the exported data file with any spreadsheet software? 4Q: How frequently can I export my subaccount data? 5Q: Is the data export feature secure? Can I trust it with sensitive client information? 6Q: Can I use the exported data for client reporting? 7Q: What should I do if my exported file is not downloading or appears corrupted? 8Q: Can you explain the nature of the exported data? Is it qualitative or quantitative? What is this feature? This is a data export function specifically designed to manage subaccounts within an agency's systemThis function allows users to easily and quickly export a wide range of data related to their subaccounts into a convenient spreadsheet format, thus enabling more thorough oversight and managementThe data types included in this export span several key performance metrics and details about the subaccountsThese include: Basic account details include location ID, account name, number of active users, and contacts associated with each subaccountActivity statistics include the number of appointments booked, inbound and outbound emails, texts, and calls, including the duration of those callsData related to forms, Surveys, and their submissionsSocial media engagement details include Facebook leads, the number of inbound and outbound messages via Messenger and Instagram, and positive and negative reviews from Google and FacebookDetails on the number of sites created, completed forms and surveys, and moreOnce exported, this data can be viewed and analyzed in any spreadsheet software, allowing for better strategic planning and decision-making regarding agency operations and follower engagementThis feature streamlines the process of obtaining comprehensive subaccount data, providing users with a simple solution to access and analyze vast amounts of information that would otherwise be time-consuming to gather manuallyHow to use this feature? Using this feature is a straightforward processHere are the steps to follow: Navigate to the subaccounts tab: Log in to your account and go to the agent's viewHere, you will find the subaccounts tabClick on this tab to access your subaccountsExport data: Within the subaccounts section, look for an export buttonClick on this button to initiate the data export processWait for the export to complete: The time it takes for the export to complete will depend on the total number of subaccounts you haveThe system will display a loading process; once this is complete, a downloadable file will be generatedDownload your data: As soon as the file is ready, your browser will typically automatically download the file, or you may need to click to confirm the downloadAccess your data: Open the downloaded file using any spreadsheet softwareThe data is organized into columns for each subaccount, detailing various performance metrics such as account details, activity statistics, social media engagement, and moreAnalyze and use your data: You can now analyze the data for various purposes such as planning strategies, conducting team meetings, or doing performance reviewsThe easy-to-read, comprehensive layout of the spreadsheet allows for a clear overview of each subaccount's performance and activitiesUsage Cases: 1Client Reporting: The exported data can be used to create comprehensive reports for clients, demonstrating the effectiveness of your strategiesThis includes metrics like appointments booked, forms submitted, inbound and outbound communications, and more2Strategizing Client Campaigns: With details about social media engagement and customer interactions, you can better understand how audiences respond to your client's marketing effortsThis can guide improvements and adjustments to campaign strategies3Resource Management: Detailed metrics can reveal which clients or campaigns require the most resources, such as increased communications or appointmentsThis can help you better allocate your team's time and efforts4Performance Analysis: By tracking metrics like survey submissions, form submissions, and the number of active users, you can monitor the effectiveness of your marketing strategies for each client and adjust accordingly5Identifying Client Opportunities: The data export feature can help you identify opportunities for upselling or expanding services for existing clientsFor example, if a client sees significant engagement on Facebook but less on Instagram, there could be an opportunity to offer additional social media marketing services6Monitoring Online Reputation: You can monitor your clients' online reputation with reviews from Google and FacebookThis can inform strategies for managing reviews and improving the client's online presence7Lead Generation and Conversion: Analyzing the sources of your leads (Facebook, Messenger, Instagram) allows you to focus your marketing efforts where they yield the best results, optimizing lead generation and conversion for your clients8Team Meetings & Client Reviews: This data can be valuable for team meetings and client reviews, providing clear, data-driven insights into the current status of marketing effortsThis helps in setting realistic expectations and creating informed strategies for the futureFAQs 1Q: What kind of data can I export about my subaccounts? A: You can export a wide range of data for each subaccount, including basic account details, activity statistics, social media engagement details, the number of sites created, forms and surveys filled out, and more2Q: How long does exporting data for all my subaccounts take? A: The time it takes to export your subaccount data will depend on your total number of subaccountsThe system will indicate when the process is complete, and a downloadable file is ready3Q: Can I open the exported data file with any spreadsheet software? A: Yes, the exported file is compatible with any spreadsheet software, including Microsoft Excel, Google Sheets, and othersYou can open, view, and analyze the data using the software of your choice4Q: How frequently can I export my subaccount data? A: The frequency with which you can export your subaccount data will depend on the specific guidelines of your softwareHowever, typically there are no limitations, and you can export the data as often as you need5Q: Is the data export feature secure? Can I trust it with sensitive client information? A: The data export feature is designed to be secure and to comply with data privacy regulationsHowever, once you've downloaded the data, you must store it securely and use it in compliance with all relevant privacy laws6Q: Can I use the exported data for client reporting? A: Absolutely; the exported data provides a wealth of information that can be used to create comprehensive, data-driven client reportsThis can enhance your transparency and credibility with your clients7Q: What should I do if my exported file is not downloading or appears corrupted? A: If you're having trouble with the export file, first try the process again to ensure it wasn't a momentary glitchIf the problem persists, contact customer support for assistanceThey may be able to provide guidance or investigate potential issues with the feature8Q: Can you explain the nature of the exported data? Is it qualitative or quantitative? A: The exported data is primarily quantitativeIt provides numerical data on various metrics related to your subaccounts, such as the number of active users, appointments booked, inbound and outbound communication counts, social media engagement figures, and moreThis quantitative data offers measurable and objective insights into the performance and activities of each subaccountIt's an excellent resource for conducting data-driven analysis, performance evaluation, and strategic planning </s>
<s>[INST] How to check your Instagram profile type [/INST] If you’re not sure what type of Instagram profile you have, here’s how to find out: 1. In the Instagram app, go to your profile, and then select the profile menu in the top right of the screen. 2. Select Settings from the list, and then select Account. 3. On the Account page, scroll to the bottom. The options you see there tell you what type of Instagram profile you currently have. Personal profiles show the Switch to Professional Account option. Creator profiles show the Switch account type > Switch to a personal account and Switch to business account options. Business profiles show the Switch account type > Switch to a personal account and Switch to creator account options. </s>
<s>[INST] Mandatory 2FA for New SaaS Sub-Accounts [/INST] All new SaaS sub-accounts will now have to verify their email and phone number before the sub-account users can access their account. TABLE OF CONTENTS Use Case How it works? Bypassing 2-Factor Authentication Use Case Protecting SaaS agencies from scammers who use VoIP numbers and disposable email IDs to create multiple sub-accounts. How it works? We have put 2-Factor Authentication in place for sub-account admins when they login to their accounts for the first time. As soon as they log in, first we will send a verification code to their registered email address which they have to enter in order to proceed. After email verification, the sub-account admin is asked to enter an SMS enabled phone number which will then get a verification code that they have to enter to gain access to their account. A phone number can NOT be used to create/verify another sub-account till 7 days after it has been used to verify a sub-account. Bypassing 2-Factor Authentication There is no way for a sub-account admin to bypass the 2FA. Agency admins will have the option to manually verify a sub-account (without any code) from the sub-account's Manage Client page. 2FA is enabled by default for all SaaS agencies and sub-accounts, and can NOT be disabled. </s>
<s>[INST] Action - Update Contact Field - Date type field [/INST] Update Date type fields with the following options: Custom Date Update using custom values/fields in the recommended formats: MM-DD-YYYY, Ex : 12-21-2021 DD-MMM-YYYY, Ex : 21-OCT-2021 Current Date Updates the current date to the selected field Specific Date Updates the specific date selected </s>
<s>[INST] How to Create a Stylized Survey [/INST] In this article, we will walk you through how to create engaging and visually appealing surveysThese enhancements allow you to tailor your surveys to match your brand identity and provide a user-friendly experience for respondentsCovered in this article: Getting Started Customization Options Getting Started To access these new features, you'll need to navigate to the Sites Tab > Surveys > Builder within your sub-accountHere's a step-by-step guide: Log in to your GoHighLevel account and select the relevant sub-account where you want to create the surveyOnce in the sub-account, go to the Sites Tab and click on Surveys and choose "Builder." In the top right corner, click on "Add Survey." You'll have the option to start from scratch or choose from a variety of templatesCustomization Options One of the standout features of our new survey capabilities is the extensive customization optionsHere's what you can do: Footer Customization - In the right-side menu, navigate to the footer section of the surveyYou can enable a new footer, which offers various customization optionsProgress Tracking - The new footer allows you to display progress tracking, which can be immensely helpful for respondentsYou can choose to show one of four progress indicatorsAdditionally, you can decide whether the footer sticks to the survey or not, and adjust its position (left, right, or both)Color Customization - Customize the text color, button color, and moreYou can match these colors to your survey's theme, ensuring a cohesive lookDetachable Footer - You also have the option to detach the footer from the survey, placing it at the bottomThis provides flexibility in survey designPage Count or Progress Percentage - Choose to display either the page count or progress percentageAdjust the colors to align with your brandBackground Images - For added visual appeal, include background images in your surveyFor example, you can use images that promote a specific theme or messageButton Customization - Customize the appearance of the previous and next buttonsAdjust button height, font size, weight, and typeYou can even choose between text, arrows, or both for button typesOnce you've made these customizations, take a moment to preview your surveyYou'll notice significant changes in just a few secondsAs respondents input data and navigate through the survey, they'll see the progress percentage, indicating how much of the survey they've completedCreating aesthetically pleasing surveys is not only easy but also crucial for user engagementContrary to what some may believe, users won't find it tedious to fill out well-designed surveysIn fact, they'll appreciate the user-friendly design, making it worth the effortWith these tools at your disposal, you can create surveys that not only capture valuable data but also leave a lasting impression on your respondentsFAQS: How do I create custom questions for the survey? You can do this by adding Custom Fields in the (+) menuThis will allow you to create your own custom fields which will be shown in the contact details page along with the answers they provided to each questions </s>
<s>[INST] How to create an Affiliate Campaign [/INST] More Tutorials from the Community https://youtu.be/bnlG208QDyg https://youtu.be/guqA5idF3JM?si=ONAMEuXy8NoFXqr4 https://youtu.be/em-grDPwix4 https://youtu.be/qBW_8Ftr_f4 Start earning commissions with ease by creating your affiliate campaigns through a simple 3-step processOur platform offers multi-tier support of up to 7 tiers, customizable commissions, direct affiliate assignment, and much moreWhether you're an experienced affiliate marketer or just beginning, our platform empowers you to create impactful campaigns effortlesslyFor those new to affiliate campaigns, they are a marketing strategy where businesses partner with individuals or other businesses (affiliates) who promote their products or services in exchange for a commission on sales generated through their referralsDive into the step-by-step guide below to discover how to maximize your affiliate marketing effortsTABLE OF CONTENTS Step 1: Click on Add button in the Campaign page: Step 2: Choose your campaign source: Step 3: Configure source details: Step 4: Review product list: Step 5: Set default commission Step 6: Customize product-level commissions: Step 7: Enable multi-tier commissions: Step 8: Configure tier-specific commissions: Step 9: Add campaign description: Step 10: Assign affiliates directly: Step 11: Adjust additional settings: Step 12: Publish or save draft: Step 1: Click on Add button in the Campaign page: Begin by navigating to the Campaign page and clicking on the "+ Add" button to start the campaign creation processStep 2: Choose your campaign source: Rename your campaign by clicking on the pencil edit icon located on the top barThe system automatically provides a Campaign Name for all new campaignsSelect the source for your affiliate campaign, such as the funnel or the website where your products are listedStep 3: Configure source details: Provide the necessary details to generate your campaign's default URLOnce configured, you can view the generated default affiliate campaign URLThe <<affiliate_id>> placeholder will be replaced with a unique affiliate ID for each affiliate assigned to this campaignBy default, these IDs are system-generated, but you can customize them in the Affiliate profile settingsStep 4: Review product list: Once configured, review the list of products associated with your chosen source, including product name, price, and typeModify the product list as needed by deleting or adding productsThis list will have the products eligible for commissionsStep 5: Set default commission Define default commissions for the campaign, either as a flat number or a percentage of the product price, to be applied to all productsStep 6: Customize product-level commissions: Optionally, set commissions at the product level to tailor them according to individual product pricesStep 7: Enable multi-tier commissions: Access the Advanced Commissions settings to enable and configure multiple tiers for your affiliate campaign, supporting up to 7 tiersStep 8: Configure tier-specific commissions: Set default or product-based commissions for each tier to incentivize affiliates at different tiersStep 9: Add campaign description: Provide an optional campaign description to provide context and attract affiliates to join your campaignStep 10: Assign affiliates directly: Review affiliate details, such as joining date and total number of affiliates, before directly assigning them to the campaignStep 11: Adjust additional settings: Customize additional settings, including choosing the email template for onboarding new affiliates, setting the cookie life, and defining payout termsFor Products with Setup Fees, you can toggle if you want to include Setup Fees in commissions calculation as well Step 12: Publish or save draft: Finally, choose to publish your campaign immediately or save it as a draft for further editingCongratulations! Your affiliate campaign is now live and ready to drive results </s>
<s>[INST] How to Enable and Rebill Content AI? [/INST] Wanna jazz up your content? Unleash the power of AI and see your content spring to life with tailor-made keywords, tones, and variations! The writing game has changed; get ready to experience twice the speed, effortless quality, and unrivaled efficiency! Content AI helps you create social posts and blogs, write copy for sites, and generate appealing emails with the power of AiIn addition, you can rebill the costs to your clients even with markup! Covered in this Article: How do I enable content AI? Content AI Pricing Re-billing the costs to your clients and making a profit How to turn on re-billing for my clients? How does re-billing work? How do I enable content AI? To enable Content AI, users can access the feature by going to their account settings and enabling itGo to the Agency Settings >Company> Enable Content AI to enable Content AICheck the box "I confirm that I agree to the Content AI terms." And then hit EnablePlease Note: Once Content AI is enabled on your account, it can not be disabled againHowever, you may stop using it any time you wish toThen, you can enable and configure rebilling for Content AI through the SAAS configurator for all future SAAS clients that will sign up with your agency: You can also individually control Rebilling for Content AI in a SAAS sub-account by going to Sub-Accounts> Manage client for the desired account> Enable Content AI RebillingPlease Note Content AI is charged with a usage-based pricing per word usageThe pricing is $0.09/1000* wordsThe first 500 words are FREE for each sub-accountContent AI Pricing Once Content AI is enabled via the Agency settings, EXISTING and New Sub-Accounts will have 500 free wordsOnce the 500 free words are used, an average of $0.09/ 1000words* will be debited based on using words from the Agency Wallet for each execution from any Sub-Accounts usages UNLESS re-billing is enabled (see below for more info)Each API treats words according to their context in the corpus dataThe process works like Content AI takes the prompt, converts the input, processes the prompt, and converts the predicted content back to the words we see in the responsePrice Charged (based on usage) = Prompt Content + Variation Output Each word in the prompt and variation can be long or short, with a 4-12 character baseSome words may have sub-words or trailing spaces or be uppercase/lowercaseThus, pricing can vary for 10 words input with large words and sub-words compared to 6 words input with smaller charactersThe average pricing is $0.09/1000 words* to explore inside each content generation place, like the social planners, emails, and sitesRe-billing the costs to your clients and making a profit (only for 497 SaaS Agencies) Once you have enabled Content AI in your agency account, it will automatically enable all your clients to use itYou can bill your clients at cost or add an additional markup of your choosingHow to turn on re-billing for my clients? Ensure you have enabled Content AI for your Agency firstIf the sub-account isn't in SaaS Mode already, switch the sub-account into SaaS Mode by going into your Agency account > Accounts tab > Scroll to the sub-account > Click the three dots icon and select "Switch to SaaS." Please refer to this article to learn How to convert a location to SaaSIn Agency account > Accounts tab > Scroll to the Sub-Account > Click the View Details link > Scroll to the Content AI Re-Sell Settings section and toggle it onUse the slider to set the amount of markup you like to make and hit save! Rinse and repeat for all your Sub-Accounts where you wish to rebill for usageHow does re-billing work? Agencies pay HighLevel and get invoices with HighLevel branding Sub-accounts (your clients) pay you (the agency) and get invoices with your brandingThe money is deposited in your Stripe account connected to your agency levelHow do I connect my agency's Stripe account to collect payments from my clients? This is very similar to other products that use re-billing or reselling models in the platformJust like LC Phone or LC Email re-billing, re-billing of the Content AI also utilizes "credits" from the agency wallet & the location wallet, respectively </s>
<s>[INST] Dedicated Sending Domain Setup on Google Domain (LC Email) [/INST] Covered in this article Step-by-step LC Email Dedicated Domain Setup - Google Domain To add the 1st TXT record To add the 2nd TXT record To add the MX records, click Create new record To add the CNAME record, click Create new record Step-by-step LC Email Dedicated Domain Setup - Google Domain 1Once you are in the sub-account > Click on Settings > Email Services > Dedicated Domain > + Add Domain Check out How to Migrate My Agency Over to LC - Email 2If your Domain is companyname.com, you can set up the main Domain or sub-domain with LC-emailCheck out How to move a sending domain from Mailgun to LeadConnector? Main Domain: If you are adding the main Domain, it should not be used with Gsuite or any other email provider Sub-domain: To set up the dedicated subdomain within LC-email, you can type ANYTHING_HERE.companyname.com Examples: replies.companyname.com support.companyname.com 3Click on Add & Verify The next screen that you're taken to will ask you to add DNS records to your DomainLeave this screen open for the next step4Now log in to your DNS records based on where you get the Domain and add the 5 DNS recordsTo add the 1st TXT record Log in to domains.google.com Click into the domain you are trying to set up Click DNS on the left panel, we are going to add 5 DNS records Host name: DO NOT INCLUDE THE ROOT DOMAIN Depending on the subdomain you are trying to set up, if you are trying to set up lc.companyname.com - The host name will be lc replies.companyname.com - The host name will be replies If you are setting up a main domain like companyname.com, the hostname will be @ Type: Select TXT from the Type menu optionsData: Same for everyone paste the following record v=spf1 include:mailgun.org ~all Don't click save yet, 4 more new records to add Once you are done with the 1st record, click Create new record To add the 2nd TXT record Type: Select TXT from the dropdown 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 **Everyone's 2nd TXT record hostname and value is different Examples: copy the highlighted part ONLY Example 1 using subdomain: Copy mx._domainkey.helpdesk as the hostname Example 2 using main Domain: Copy mailo._domainkey as the hostname Data: Copy the 2nd TXT record here, highlighted in the screenshot below Value: paste the 2nd copied TXT record here To add the MX records, click Create new record Depending on the subdomain you are trying to set up, if you are trying to set up lc.companyname.com - The host name will be lc replies.companyname.com - The host name will be replies If you are setting up a main domain like companyname.com, the host name will be @ If you have a Google Workspace account for receiving and sending emails on your root domain (user@example.com)In this case, make sure you are using a subdomain for your LC email dedicated domainCheck out the article: Can I Use the Same Domain Name for Mailgun and for Google Apps (Or Another Email Server)? Type: Select MX from the dropdown Data: paste the following data Copy and paste 10 mxa.mailgun.org Click +Add more to this record Copy and paste 10 mxb.mailgun.org To add the CNAME record, click Create new record Depending on the subdomain you are trying to set up, if you are trying to set up lc.companyname.com The host name will be email.lc replies.companyname.com The host name will be email.replies If you are setting up a main domain like companyname.com, the host name will be email Type: Select CNAME from the dropdown Data: copy and paste mailgun.org Now that you have added 5 DNS records, click "Save" Next, go back to the Email Services tab and click "Verify Domain" Click the same button to "Verify Domain" again if some records are still not showing the green checkmark Once you add all the DNS records and verify, you can make sure the SSL Certificate for Dedicated Sending Domain (LC - Email) is all setFinally, be sure to send a test email to ensure emails are being sent properlyClick here to learn How to send a test email in the Conversation </s>
<s>[INST] Marketplace Workflow Actions [/INST] Marketplace Workflow Actions are the customizable workflow actions managed in MarketplaceYou will be able to create custom actions to push or pull data from your application/API in a workflow using customized fields and API endpointSign up/ Sign in to Marketplace to manage Marketplace Workflow ActionsMarketplace Workflow Actions are part of LC Premium Triggers & Actions and are chargeable per executionHow to enable and rebill LC Premium Triggers & Actions for Workflows? You should enable Workflow LC Premium Triggers & Actions for the sub-account to access the Actions created in the Marketplace AppThe marketplace workflow actions created in an APP will be listed in the workflow actions only if the sub-account has the APP installed/integrated from the MarketplaceTABLE OF CONTENTS Covered in this Article Create Action Action Information Action Configuration Manage Fields Send Data Response Data Manage Custom Variables Submit for Review Create New Version Delete Action Create Action Name Enter Action Name Key A unique identifier for this action, used to reference the action inside the workflowThis value cannot be changed laterExample: {{mycustomaction.data.name}} Action Information Add action details Icon Choose an Icon for this ActionShown in workflow for this actionName Custom Action Name Key A unique identifier for this action, used to reference the action inside the workflow, Ex: {{action_a.custom_variable}}This value cannot be changed laterShort description A short description explaining what your action does to help users understandShown in workflow as sub-title for this actionSummary A detailed information on what your action does to help users understand why they should use this actionAction Configuration Manage Fields Construct form to collect the data required for sending to API Create New Field Name Enter Field Name Type Select one of the following field types: String Numerical Textarea Select Multiple Select Radio Toggle Checkbox Attachment Rich Text Editor Hidden Dynamic Required Enable if this is a required field in workflowReference Enter unique reference keyThe value of this field will be bind to the provided keyExample: action_a_name Default Value Enter or map a valueThe value provided will be used as default value for this field when loaded in workflowAlters Dynamic Field If enabled, any changes made to this field value will trigger/ re-trigger loading the dynamic fields to the workflow action configuration UIType: Select / Multi Select / Radio Option Type is applicable only for Select, Multi Select and Radio field typesSelect one of the following option types: Constants Internal Reference External API Constants Load options by adding custom Label-Value constants Internal Reference Load options from HighLevel Internal ModulesSelect one of the HighLevel Modules to load options listSupported HighLevel Modules External API Load option from external API endpoint URL (GET) Provide a URL to support GET method and send a valid response as per the sample response structure shared belowHeaders Add headers as per your requirement Sample Response Data { "options": [ { "label": "Afghanistan", "value": "AF" }, { "label": "Åland Islands", "value": "AX" }, { "label": "Albania", "value": "AL" }, { "label": "Algeria", "value": "DZ" }, { "label": "American Samoa", "value": "AS" } ] } Type: Hidden It will be hidden in the action configuration and the mapped data will be sent in the payloadUsed to collect essential information such as company_id, customerid, etc,from system data or from your custom triggers Type: Dynamic Dynamic fields are used to build custom fields from an API callThe API call should return the below response structure to construct the fields in the Workflow action configuration form UIOnly one Dynamic type can be created per actionURL (POST) Enter your API endpoint URLWhen executed data is sent to this API endpoint via POST method in the below mentioned payload format and a valid response is expected as per the sample response structure shared belowHeaders Add headers as per your requirement Sample Payload: The form data is sent as payload to the dynamic field API { "data": { "name": "John Doe", "age": "29", "gender": "male", "hobbies": ["sports", "music"], "address": "My Address", "country": "US", "profileType": "public", "dataShare": true, "tems": true, }, "extras": { "locationId": "xyz", "contactId": "abc", "workflowId": "def" }, "meta": { "key": "custom_action_key", "version": "1.0", } } Sample Response Structure: Sections are used to group the fields in UI { "inputs": [ { "section": "Personal Info", "fields": [ { "field": "name", "title": "Name", "fieldType": "string", "required": true }, { "field": "age", "title": "Age", "fieldType": "numerical", "required": true }, { "field": "gender", "title": "Gender", "fieldType": "select", "required": true, "options": [ { "label": "Male", "value": "male" }, { "label": "Female", "value": "female" } ] } ] }, { "section": "Location Info", "fields": [ { "field": "village", "title": "Village", "fieldType": "string", "required": true }, { "field": "city", "title": "City", "fieldType": "string", "required": true }, { "field": "fullAddress", "title": "Your Full Address", "fieldType": "textarea", "required": true } ] } ] } Sample structure for each Field Types String { "field": "name", "title": "Name", "fieldType": "string", "required": true } Numeric { "field": "name", "title": "Name", "fieldType": "numeric", "required": true } Textarea { "field": "description", "title": "Description", "fieldType": "textarea", "required": true } Select { "field": "gender", "title": "Gender", "fieldType": "select", "required": true, "options": [ { "label": "Male", "value": "male" }, { "label": "Female", "value": "female" } ] } Multiple Select { "field": "hobbies", "title": "Hobbies", "fieldType": "multiselect", "required": true, "options": [ { "label": "Sport", "value": "sport" }, { "label": "Music", "value": "music" } ] } Radio { "field": "profileType", "title": "Profile Type", "fieldType": "radio", "required": true, "options": [ { "label": "Public", "value": "public" }, { "label": "Private", "value": "private" } ] } Toggle { "field": "dataShare", "title": "Allow my data to be stored", "fieldType": "toggle", "required": true } Checkbox { "field": "terms", "title": "Terms & conditions", "fieldType": "checkbox", "required": true } Send Data Send action data to your API endpoint URL (POST) Enter your API endpoint URLWhen this action is executed data is sent to this API endpoint via POST method in the below mentioned payload formatHeaders Add required header data that has to be included while sending data to the API endpoint Sample Payload: The form data is sent as payload to the Send Data URL { "data": { "name": "John Doe", "age": "29", "gender": "male", "hobbies": ["sports", "music"], "address": "My Address", "country": "US", "profileType": "public", "dataShare": true, "tems": true, }, "extras": { "locationId": "xyz", "contactId": "abc", "workflowId": "def" }, "meta": { "key": "custom_action_key", "version": "1.0", } } Response Data Add sample response data to configure custom variablesAdd sample response Enter a valid sample response JSON structure that will be sent as a response to the Send Data API endpointManage Custom Variables Add Custom variables using sample response data, for users to use in workflows Add Custom Variable Name Enter label name Reference Select a reference key from the sample response saved to Response DataSubmit for Review The action version will be in draft state by defaultAfter updating the action information and configuration the action version should be submitted for reviewClick on Submit for review and add required changelog information for the submitted versionOnce approved the version submitted for review will be published live to all Sub-accountsCreate New Version Click on + New Version to create a new version for the action On clicking + New Version It will create a new draft version with all the previously published data prefilledDelete Action Once an Action is deleted, it will be deleted permanently and cannot be restoredThe deleted action will be removed from Marketplace App and Workflow Action listIf a deleted action is part of any workflow the action execution will be skippedEnter action name to confirm delete </s>
<s>[INST] How to Dispute a Google Review and Check on the Dispute Status [/INST] When you flag a review as inappropriate, Google may take action against the reviewer, such as removing the review or banning the reviewer from leaving future reviewsThis is usually only done if the review violates Google’s guidelines, such as posting spam or containing offensive languageIf you believe a review is fake or biased, you can report it to Google for further investigationPlease Note: You can only dispute a review from within the conversations tab if it was generated by the systemIf the review was not generated from the system please start the process by clicking here Covered in this article Reporting a Google Review from within the Conversations tab Checking the status of existing Reviews you have Reported Reporting a Google Review from within the Conversation tab To report a Google review from within the CRM you would need to go to the Conversations tab and search for the contact you want to report the review for and click on Dispute this review: You will be prompted to confirm your Google email and business account associated with the GMB review in questionNext, you'll choose whether you'd like to report a review or check the status of a review you've already reported: If you choose to report a new review to be removed, Google gives you a list of your recent reviews that you can click to view on Google Maps or submit a takedown request: Checking the status of existing Reviews you have Reported: To check on the status of a review that you have already reported, click hereIf you chose to check the status of a review you previously reported, it will show you those reviews, including their current statusYou can then select that review to see more of a summary and even submit an appeal if your takedown request was not acceptedPlease Note: There is a limit to the number of reviews Google will show you hereJoy Hawkins reported, “This feature seems to only work for Google My Business accounts that have a small number of listings in themI tried it in an account with 33 listings, and it said, ‘Based on the number of Business Profiles you manage, this process is not available.’ Our agency account also had too many listings to qualify to use it.” </s>

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