Knowledge base

LevelUp 2025 Releases

Get Started with AI Studio (1)

• AI Studio in HighLevel

Getting Started w/ HighLevel

Foundational Setup (9)

• Getting Started - Create New Contact
• Getting Started - Import Existing Contacts
• Getting Started - Launch A Funnel

View all 9

Marketing & Lead Generation (3)

• Getting Started - Setup Social Planner
• Getting Started - Setup Facebook and Instagram Lead Ads
• Getting Started - Launch an SMS Campaign

Sales & Conversations (3)

• Getting Started - Connect Personal Inbox
• Getting Started - Setup Live Chat Widget
• Getting Started - Setup Facebook and Instagram Messenger

Website & Content (3)

• Getting Started - Launch a Website From Template
• Getting Started - Migrate a Wordpress Site
• Getting Started - Launch a Website from Blank

Commerce (5)

• Getting Started - Create & Sell Products
• Getting Started - Launch a Course
• Getting Started - Connect Stripe

View all 5

Customer Support

Learn more about HighLevel customer support, billing inquires, and more!

General Support Info (4)

• 24/7 Customer Support Options
• Troubleshooting Zoom Issues in HighLevel Support Calls
• Accessibility Enhancements - Topbar & Help Drawer

View all 4

Premium Support Upgrade (2)

• Overview of Premium Customer Support
• How to Upgrade to Premium Customer Support

Billing Support (2)

• HighLevel Pricing Guide
• Wallet - Auto Recharge, Smart Adjustment and Cancellation

Software Migration Guides (18)

• ActiveCampaign to HighLevel (Migration Guide)
• ClickFunnels to HighLevel (Migration Guide)
• Skool to HighLevel (Migration Guide)

View all 18

Legal (3)

• Texas SMS Safeguard – One-Toggle Block for SB 140
• HighLevel Platform Updates - What’s Changed
• Accessibility at HighLevel

Agency View

Learn more about the Agency View, including tabs and settings exclusive to account owners and admins!

AI Agents Contest (1)

• HighLevel AI Agents Contest 2025 – $50K Prize Pool

Agency Launchpad (1)

• Agency Launchpad

Agency Dashboard (5)

• Agency Dashboard for Rebilling
• Selling Marketplace Snapshots with SaaS Plans
• Agency Dashboard - SaaS Analytics & MRR

View all 5

SaaS Configurator (1)

• Customize Default Naming Conventions for New SaaS Accounts

Prospecting Tool (17)

• Core Functionality
• Marketing Audit Reports
• Performance Metrics

View all 17

Sub-Accounts (3)

• Smart Prompts for Bulk SaaS Enablement
• New Sub-Accounts List UI for $97 & $297 Agency Plans
• Tabular View for Sub-Accounts List

Account Snapshots (1)

• Snapshots: Introducing the New Design System (UI)

Reselling (2)

• SaaS: Reselling Add-Ons with SaaS Plans
• How to Cancel Location Subscriptions from the Agency Billing Page

Agency Settings (5)

• Reputation Management – Drip Mode in Reviews AI
• Labs Features - Complete Overview
• How do I check my agency plan?

View all 5

AI Employee

AI Employee (6)

• AI Tools in HighLevel
• AI Employee Overview
• AI Product Pricing Update

View all 6

Voice AI (34)

• AI Voice Agents Overview
• How to Create Voice AI Agents
• Testing Voice AI Agents

View all 34

Workflow AI (3)

• Workflow AI Assistant
• AI-Powered Custom Code Generation in Workflows
• Voice Dictation in AI Builder & Assistant

Conversation AI (22)

• Getting Started w/ Conversation AI
• Conversation AI - Response Modes
• Conversation AI - Training Bots

View all 22

Content AI (7)

• Content AI in Social Planner
• Content AI in the Email Builder
• Content AI in Funnels and Website

View all 7

Ask AI (8)

• Introduction to Ask AI Assistant
• Contact Summary Agent in Ask AI
• Funnel Creation Agent in Ask AI

View all 8

Agent Studio (11)

• How to Use the AI Agent Studio in HighLevel
• Intent based Routing in Agent Studio (AI Router Node)
• How to Set Up Agent Studio Triggers for Real-Time Starts

View all 11

Email AI (1)

• Email Campaign Agent (Beta)

MCP Server (1)

• How to Use the HighLevel MCP Server

Knowledge Bases (5)

• Knowledge Base - Web Crawler
• AI Employee - Knowledge Base Tables
• Auto Refresh of Knowledge Base Trained Links

View all 5

SaaS Configurator

Saas Mode (50)

• SaaS Mode - Full Setup Guide + FAQ
• Activate SaaS Mode, Request Payment, and Configure Phone Rebilling
• SaaS Mode Sub-Accounts Are Not Being Generated

View all 50

Phone System

General (9)

• Number Intelligence - Spam Detection, Caller ID & SMS Validation
• How to use Custom CSS to hide the Twilio error banner
• Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)

View all 9

Calling (25)

• Call Events Not Working for Twilio
• Geo Permissions - Voice
• How To Fix - Phone Call Redirect Loop

View all 25

LC Phone System (19)

• How do I migrate my agency and sub-account over to LC Phone?
• Why is your account suspended
• Regulatory Bundle and Address Creation for Sub-Accounts

View all 19

Messaging (24)

• Troubleshooting SMS Delivery
• Incoming SMS shows up in Conversations but isn’t forwarded to the forwarding number.
• Error: Not a Valid SMS-Capable “From” Number

View all 24

A2P registration (19)

• Understanding A2P Campaign Rejection Reasons & Required Fixes
• Pre-Built A2P Campaign (Widget-First) Registration Flow
• Getting Started with A2P 10DLC

View all 19

Voicemail (2)

• Voicemail For Company And For Users
• Create Audio File For Voicemail (and Drops)

Phone numbers (20)

• Moving Phone Numbers across accounts (US and International)
• Moving US numbers from Twilio to LeadConnector(LC)
• Moving Numbers across Sub-Accounts (Same Agency)

View all 20

Email

General (9)

• Sending Priority - From Name & Address
• Email Services Configuration - Reply & Forward Settings
• List of all outgoing system generated emails

View all 9

Deliverability (11)

• An Introduction To Email Deliverability
• Workflow Action based on Email Event Clicked/Opened
• Why Are My Emails Going To Spam?

View all 11

LC Email (21)

• LC Email Dedicated Domain and IP
• LC Email Settings
• What is LC Email?

View all 21

MailGun (16)

• Mailgun - Overview
• Step-by-step guide to set up Mailgun
• Mailgun Setup - GoDaddy Domain Setup

View all 16

SMTP Providers (9)

• Setting Up SMTP Providers
• Using Google/Gmail/Google Workspace as your SMTP Provider
• Setting alias for Google smtp

View all 9

Troubleshooting Email (9)

• Email Error Library for supported SMTPs
• How to check logs for a specific email in Mailgun
• How to fix links in the email that do not open?

View all 9

LC Communication Billing (1)

• How to Analyze an Agency's Spending on LC Communications

Email Delivery Troubleshooting (6)

• Authentication & Security
• Reputation & Throttling
• Technical & Configuration

View all 6

Contacts

Smart Lists (21)

• "Add Contact" Form Upgrade and Customizations
• Adding Files To Contacts using a Custom Field
• Adding Multiple Phone Numbers for a Contact

View all 21

Contact Details View (3)

• Activity Section Upgrade
• The All-New Contact Detail Page
• How to Create Subscriptions & Invoices from Contact's Profile

Bulk Actions (6)

• Adding Contact Tags to Multiple Contacts
• Removing Contact Tags From Multiple Contacts
• Importing Contacts and Opportunities via CSV

View all 6

Contacts (7)

• Documents
• Contact Types
• Contact and Opportunity Followers in HighLevel

View all 7

Updating Contact Properties (1)

• Associating Contacts using Custom Labels

Getting Started with Contacts (1)

• Importing Contacts using a CSV file

Contacts and Other Modules (1)

• How to Share and Manage Documents via Client Portal and CRM?

Conversations

Conversations (28)

• Unread VS Read - Must Manually Mark as Read
• View & Edit AI Response Info in Conversations
• Overview of Conversation Filters

View all 28

Manual Actions (2)

• How To Add a Manual Call Action to a Workflow
• How to set up a Manual SMS action

Marketing

Social Planner (52)

• @Mention or Tag Profile in Posts from Social Planner
• Add Location Tagging to Social Post
• Add Pinterest Pins in Social Planner

View all 52

Email Marketing (5)

• Campaigns
• Statistics
• Templates

View all 5

Ad Manager (10)

• Getting Started w/ Ad Manager
• Ad Manager Setup & Configuration
• Ad Campaign Creation and Management

View all 10

Template Library (19)

• Template Library Overview & Setup
• Add Custom Templates to Template Library
• How to clone templates in template library?

View all 19

Trigger Links (1)

• Trigger Links - Overview

SMS & Email Templates (3)

• SMS Templates (Snippets) - Overview
• Text Snippets (Templates)
• How to Use the Kajabi Email Template Importer

Affiliate Manager (6)

• Getting Started w/ Affiliate Manager
• Affiliate Campaigns
• Managing Affiliates

View all 6

Brand Board (9)

• How to Create a Brand Board
• How to use Brand Boards in emails?
• How to change default Brand Boards?

View all 9

AI Appointment Booking Bot (2)

• AI Conversational Appointment Booking Workflow and Setup
• Appointment Booking Conversation AI Workflow Action

Countdown Timer (17)

• Timezone Adaptation in Countdown Timers
• How to Add a Countdown Timer in WhatsApp Templates
• Countdown Timer Labels Update

View all 17

Opportunities & Pipelines

Introduction to Opportunities (2)

• Understanding Pipelines
• Understanding Opportunities in HighLevel

Getting Started with Opportunities (8)

• Step-by-Step Guide: Creating Pipelines
• Step-by-Step Guide to Creating Opportunities
• How to use Custom Fields for Opportunities

View all 8

Managing Opportunities (12)

• How to Filter Opportunities
• Searching for Opportunities
• List View for Opportunities

View all 12

Opportunities Module Interactions (4)

• Automating Opportunities
• Multiple Opportunities Toggle in Workflows
• How to Use Opportunity Notes?

View all 4

Bulk Actions for Opportunities (2)

• Bulk Edit Opportunities
• Bulk Actions for Opportunity Cards

Sites

Funnels and Websites (115)

• FAQs and Common Troubleshooting Steps
• Funnel & Website Settings
• Funnel & Website Builder

View all 115

Stores (E-commerce) (1)

• Custom Product Details Page for E-commerce Stores

Analytics (Funnels, Websites, & QR Codes) (5)

• Pie Chart Visualizations in Funnels and Websites Analytics
• Funnels and Websites - Browsers and IPs in Funnel Analytics
• Analytics for Top Countries, States and Cities in Funnel Analytics

View all 5

Blog (25)

• How to move from Old Blog to New Blog?
• How to Create a Blog?
• How to Customize Blog Design and Layout

View all 25

Wordpress (44)

• WordPress: Single Sign On Admin
• WordPress: Domain Connect Integration
• Cloning Wordpress Websites in HighLevel

View all 44

Client Portal (1)

• Branded Mobile App Builder: In-app Form and Customizer

Forms (42)

• Where Do Form Responses Show Up?
• Exporting Form answers to Google Sheets
• Sticky Contact in Forms, Surveys, and Calendars

View all 42

Surveys (11)

• Exporting Survey Answers to Google Sheets
• Where Do Survey Answers Show Up
• How to Create a Stylized Survey

View all 11

Chat Widget (25)

• Getting Started with Chat Widget
• Overview of Chat Widget Customizations
• Chat Widget - Business Office Hours in Live Chat

View all 25

QR Codes (10)

• QR Code Bulk Actions, Renaming & Copy Link Shortcut
• How to Create Custom Business Card QR Codes
• How to Create vCards in the QR Code Builder

View all 10

Troubleshooting Funnels (9)

• Instant Redirect Page - Funnel Troubleshooting
• How to set up Root Domain/Subdomain for your Funnels/Websites?
• Stripe Troubleshooting | Why does my funnel product show 'null' in the Stripe Plan dropdown?

View all 9

Privacy Policy (1)

• How to Link Your Privacy Policy When Collecting Personal Data

General Setup (2)

• Setting up Whitelabel Domain, API Domain, Email Sending Domain, Sites Domain, Client Portal Domain & more
• XML Sitemaps

Quizzes (7)

• Quiz Builder Guide
• Workflow Trigger - Quiz Submitted
• How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide!

View all 7

SEO (8)

• SEO - How to Delete Site Projects
• SEO: AI Recommendations - Infinite Scroll
• Keyword Research and Rank Tracking in GoHighLevel SEO

View all 8

Custom Objects (2)

• Custom Objects and Company Objects in Forms, Surveys & Quizzes
• Bulk Import Custom Object Records (CSV) with Bulk Actions

Webinars (2)

• Recurring Webinar Settings
• Webinar Video Analytics

Workflows

Getting Started w/ Workflows (37)

• Introduction to Workflows and Automations
• Workflow Notes, Action Notes & Sticky Notes
• Workflows Pro Plan - New Pricing Tiers

View all 37

Workflow Builder (58)

• Create Task Event In Campaigns
• Workflow Trigger - Contact Tag
• Workflow Action - Edit Conversation

View all 58

Workflow Triggers (34)

• CRM Workflow Triggers
• Events Workflow Triggers
• Appointments Workflow Triggers

View all 34

Workflow Actions (24)

• CRM Workflow Actions
• Communication Workflow Actions
• Send Data Workflow Actions

View all 24

Developer Resources (4)

• Workflow Trigger - Video Tracking
• Workflow Trigger - Inbound Webhook
• Workflow Trigger - Number Validation

View all 4

Troubleshooting Workflows (1)

• Facebook Conversion API Workflow Trigger Not Working

Unpublished Articles (2)

• Split Action
• Text Formatter - How to format text the way you want

Workflow Recipes (3)

• Workflow Recipes - Instagram Comment Automation
• Workflow Recipes - Facebook comments + Workflow AI
• Workflow Recipes - Facebook Comment Automation

Calendars & Appointments

This section helps you optimize scheduling with HighLevel’s calendar and appointment tools through comprehensive guides, tutorials, and troubleshooting tips.

Getting Started w/ Calendars (3)

• Embedding HighLevel Calendars using HTML Code
• User Permissions in Calendars
• Add Guests Features in Calendar Bookings

Creating Calendars (26)

• Calendar Types
• Calendar Service Menus
• Calendar Rooms & Equipment

View all 26

Services (13)

• Mobile App
• Services - Overview & How to Get Started
• How to Create Services?

View all 13

Rentals (11)

• Understanding Listings & Categories
• Create & Edit Listings
• Configuring Pricing & Discounts

View all 11

Calendar Groups (5)

• HighLevel Group Calendar Overview and Setup Guide
• How to Find Group Calendar ID in HighLevel
• Neo Group View Template

View all 5

Calendar Settings & Preferences (13)

• Calendar Availability Settings
• Setting Up Linked Calendars & Conflict Calendars
• Calendar: Email, In-App, SMS & Whatsapp Appointment Notifications

View all 13

Scheduling Appointments (9)

• Manually Booking Calendar Appointments
• How to Create & Manage Appointment Notes & Sync them Across Records
• How to Manage Appointments with Appointment List View

View all 9

Calendar Integrations (13)

• Calendar Integration Disconnection Notifications
• Guide To iCloud Calendar Integration
• Hide Third-Party Calendar Details

View all 13

Troubleshooting Calendars (10)

• Google Calendar Writer Access Error
• How to Re-Integrate Google Calendar for a User
• Why Appointment Time Slots Are Missing on Your Calendar

View all 10

Calendar FAQ's (2)

• Disable Contact Timezone - How to Remove Ability to Adjust Timezones When Scheduling
• Can I Show Multiple Calendars Without Using a Calendar Group?

Payments

Getting Started w/ Payments (31)

• How-to add Taxes Overview
• Using Apple Pay and Google Pay in order forms
• Customize Email and SMS notifications for invoicing

View all 31

Mobile Payments (Tap-to-Pay) (1)

• Tap to Pay

Invoices & Estimates (29)

• Invoices - New revamped UI
• Bank-Only Transfers for Invoice Payments (SEPA & ACH)
• How to Edit Recurring Invoices

View all 29

Documents & Contracts (2)

• Send HighLevel Documents and Contracts via SMS
• Capture Feedback and Automate Follow-Ups With Decline Documents Feature

Orders, Subscriptions, and Transactions (10)

• Payments - What is listed on the Subscriptions page?
• Subscription & Refund trigger for payments
• Subscription Settings - Failed Payment Retries

View all 10

Payment Links (5)

• How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
• How to Customize Payment Links with Your Brand Colors
• Text-To-Pay Links

View all 5

Products, Taxes & Coupons (8)

• How to Bulk Import Products into HighLevel
• How Product Deletion Works
• Import Products / Price From Stripe

View all 8

Payment integrations, methods and settings (15)

• Supported Payment Providers & Methods by Product Area (What Works Where)
• Adding PayPal Buttons to Payment Elements
• How To Set Up A PayPal Integration

View all 15

Gift Cards (4)

• Getting Started with Gift Cards
• How to Track Gift Card Performance (Analytics & Metric Tracking)
• How to Sell Gift Cards

View all 4

Settings

Agency Settings (15)

• Agency Company Settings in HighLevel
• Branding System-Generated Links (API Domain)
• How To Upgrade to HighLevel's Agency Pro Plan ($497 SaaS plan)

View all 15

Sub-Account Settings (12)

• Business Profile Settings
• How do I change my Client's Address?
• How do I find my Client's Location ID?

View all 12

User Settings (12)

• User Access
• Email Signatures
• Admin Vs. User Roles and Permission Scopes

View all 12

Domains (2)

• Domain Connect
• Domain Purchase / Transfer

Audit Logs (1)

• Audit Logs

Documents & Contracts

Documents and Contracts (26)

• How to use Documents & Contracts?
• Documents & Contracts: Email Templates and Team Notifications Setup
• Multiple recipient support on Documents & Contracts

View all 26

Dashboards

Getting Started w/ Dashboards (14)

• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• How To Create A Custom Dashboard
• How To Manage Dashboard Permissions

View all 14

Dashboard Widgets (24)

• Dashboard Widget Types
• What Are Dashboard Widgets?
• How to Create & Add Dashboard Widgets

View all 24

Configuring Dashboards (2)

• How to Customize Dashboard Themes
• How to Create Dashboard Templates

Subaccount Dashboards (1)

• Subaccount Dashboard Page - View or Edit

HighLevel Affiliates Program

Affiliates Program (20)

• Become A HighLevel Affiliate
• Promoting HighLevel As An Affiliate
• How to Set Up Affiliate Program Webhooks to Run Automations (First Promoter)

View all 20

Account Snapshots

Snapshots (24)

• Snapshots - Overview
• Creating New Snapshots in HighLevel
• How to Share Snapshots

View all 24

Industry Snapshots (15)

• Marketing Agency Snapshot
• Chiropractor Snapshot
• Dentist Snapshot - Free Whitening Offer

View all 15

Notifications

Notifications (4)

• Activate Notifications
• Sales & Use Tax FAQ
• How to set up Custom Notifications as a User in a Sub-Account

View all 4

Developer Resources

Developer Resources (18)

• HighLevel API Documentation
• How to Use Webhook.site to Troubleshoot your API Requests
• How to get started with the Developer's Marketplace

View all 18

Advanced Configurations (3)

• Web Chat Widget - Advanced Configurations + Public API/Events
• Creating Sub-Accounts using Zapier
• How to add Business Name in Zapier

Reporting

Tracking & Attribution (22)

• Understanding Attribution Source
• Understanding Google Ad Reporting Terminology
• How to set up Google Ad Reporting

View all 22

Custom Reports (2)

• How to create custom reports and schedule reports
• Template Library for Custom Reports

Marketing Audit Reports (2)

• How to Use Local Marketing Audits & Compare Reports for Strategic Growth
• Website Detection in Marketing Audit Reports

Logic & Fulfillment

Logic & Fulfillment (40)

• Triggers
• Contact Flow
• Campaigns

View all 40

Add-ons & Sales Trainings

Whitelabel Desktop App (1)

• How to Set Up a Whitelabel Domain for the Desktop Web App

Compliance (1)

• GDPR Compliance and Data Privacy

Sales Trainings and Case Studies (26)

• How to prepare for SaaS Mode?
• How to Land Qualified Demos for your Agency
• How To Sell HighLevel Websites

View all 26

University

HighLevel How-To's (19)

• HighLevel How-To's: Build A Payment Page To Sign Up New Clients
• How To Build A Double Opt-In Flow
• How to setup HL Chat Widget as support for your clients

View all 19

Prospecting & Sales (2)

• How To Generate Leads From Local Chamber & BNI Meetups
• Guide To Bulk SMS: Send Messages People Actually Want To Receive

Miscellaneous

UX Issues (3)

• CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS
• My CRM Data is Loading Slowly What Can I Do?
• Enabling Cross-Site Tracking (3rd Party Cookies)

Miscellaneous (2)

• Rebilling, Reselling, and Wallets Explained
• Alpine HVAC Case Study

Reselling Products

Online Listings (23)

• Online Listing Overview & Setup Doc
• How to Resell Listings to Your Clients
• Deploy Listings without Directly Charging the Client

View all 23

WhatsApp (88)

• WhatsApp Full Setup Guide for Agency
• WhatsApp - Messaging Limits
• How to Set Up WhatsApp for a Sub-Account

View all 88

Client Portal Branded Mobile APP (1)

• Client Portal Branded Mobile APP -Full Setup Guide For Agency

Reselling (3)

• How to Retry a Failed Payment for Any Reselling Products
• Cancellation for reselling subscriptions: In-app
• Reselling - Paywall Payment Error Handling Improvements

Mobile & Desktop App

Mobile App (18)

• New Mobile App Experience
• Mobile Payments
• How to Use Invoices in the Mobile App

View all 18

Desktop App (1)

• Download HighLevel & LeadConnector Desktop App for Windows & Mac

Whitelabel Mobile App (10)

• Setting up an Apple Developer Account for your Whitelabel Mobile App
• Setting up a Google Developer Account for your Whitelabel Mobile App
• How to Promote and Customize Your Whitelabel Mobile App: A Comprehensive Guide

View all 10

Agency Reporting

Rolled Up Reporting (3)

• Agency Rolled-up Reporting
• Setting Up Automated Email Reports for Sub-Accounts with the Report Scheduler
• How to Export a List of Sub-Accounts

Eliza Agent Platform

For all things, Eliza related.

Eliza Agent Platform Onboarding (6)

• Eliza Agent Platform - Introduction and FAQs
• Eliza Agent Platform Settings
• Eliza Agent Platform Conversations

View all 6

Memberships & Communities

Membership/Courses Sites (37)

• Adding Closed Captions and Subtitles to your video courses
• Checkout Orchestrator
• Courses - Import from Media Storage

View all 37

Communities (35)

• How to Setup, Customize, and Manage Your Communities
• Communities - How to Manage Members Inside Groups
• Communities - How to Manage Content

View all 35

Internationalization

The Internationalization of High Level (3)

• The Internationalization Of HighLevel Has Begun!
• How to Submit In-App Translation Feedback
• Internationalization For Client-Portal & Child Apps

Compliance

Compliance (4)

• Highlevel Security and Compliance Overview
• HIPAA Compliance With HighLevel
• Minimum Advertised Pricing Policy (“MAP Policy”) FAQs August 2024

View all 4

Industry Guides

Industry based set-up guides

Industry Playbooks (18)

• Health & Wellness
• Home Services
• Beauty & Fashion

View all 18

App marketplace

Get Started w/ App Marketplace (7)

• API Security - OAuth Consent for Marketplace Apps
• App Marketplace- Agency Reselling for Apps with Usage-Based Pricing
• App Marketplace - Agency Control Over Daily Usage Limits for Usage-Based Apps

View all 7

View, Install & Uninstallation Apps (5)

• App Marketplace - Pricing
• Agency-Level Marketplace Apps Installation
• Managing Marketplace App Permissions: White Label Agency Control

View all 5

Workflow Triggers & Actions (3)

• Marketplace Workflow Actions
• Marketplace Workflow Triggers
• Marketplace Apps - Managing External Connections

Snapshots in App Marketplace (2)

• How to get snapshot URL?
• Selling Snapshots on the App Marketplace

Conversation AI and Voice AI Templates on Marketplace (1)

• How to use the AI Agent Marketplace Templates for Conversation AI and Voice AI Automation

E-commerce store

E-Commerce Store (40)

• How to Set Up an E-Commerce Online Store (Websites)
• Manual Payment Method in E-commerce Stores & Order Forms
• Shipping and Delivery Rates for Ecommerce Stores

View all 40

Certificates

Templates (4)

• Create a Template
• Manually Issue Certificates
• How to Toggle Certificates User Permissions + Undo & Redo Functionality

View all 4

Issue Certificates (11)

• Issue certificates on Course Completion
• Download all your Certificates from Client Portal
• How to Set Expiry Dates for Certificates

View all 11

Certificate cloning (1)

• Cloning Certificate Templates Across Locations

Issue Badge (2)

• How to Use Badges in Certificate Builder
• Automate Badge Issuance in Workflows (Using “Issue Certificate” Action)

Client Portal

The Client Portal is a centralized platform that enhances customer engagement by providing a comprehensive view of all their interactions with your business. It offers a personalized user experience across various features such as affiliate commissions, membership courses, and community groups.

Client Portal (20)

• How can my customers use the Client Portal?
• How to set up the Client Portal?
• Client Portal Dashboard

View all 20

Merge Fields & Custom Variables

Merge Fields & Custom Variables (2)

• List of Merge Fields
• Overview of Merge Fields & Custom Variables

Reputation Management & Reviews

Review Requests (32)

• How to Customize the Review Request Messages (SMS/Email)
• How to Dispute a Google Review and Check on the Dispute Status
• Review widget - Powered By going to Bad request page

View all 32

Competitor Analysis (1)

• Reputation Management: Competitor Analysis in HighLevel

GBP Optimization (2)

• Easily Optimize Your Google Business Profile in HighLevel
• Google Business Profile (GBP) Post Scheduler in HighLevel

Listings (2)

• Listings for Food & HealthCare Add-Ons
• How to Schedule and Automate Performance Reports for Online Business Listings

Video Testimonials (1)

• Reputation Management - Video Testimonials

Integrations

Google Integrations (5)

• How to Integrate Google Business Profile (GBP) With HighLevel
• Google Business Profile - Chat sunset starting Jul 15, 2024
• Google Drive Integration in Media Storage

View all 5

Stripe Integration (2)

• How to Connect Stripe to Your Sub-Account
• How does the Stripe One Time Charge trigger work?

Facebook Integration (22)

• (Guest Tutorial) Pabbly Connect - How to integrate Facebook Leads Ads with Your Sub-Account
• A Facebook Token Has Expired In Your HighLevel Account
• Connect Multiple Facebook Pages to HighLevel Sub-account

View all 22

Online Listings Integration (1)

• One time Stripe Charge Action

Zapier Integration (5)

• Zapier Troubleshooting - Duplicate Contacts or Added to Campaigns Multiple Times
• Zapier Troubleshooting - Zap Isn't Working!
• Create Tags & Tasks Via Zapier

View all 5

QuickBooks (1)

• Automatic Review Request When Invoice Paid in Quickbooks

Other Integrations (11)

• Setting Up ActiveProspect Consent Tracking On A HighLevel Form & Survey
• Zoom Integration for Users' Calendar Bookings
• Google Integration going to This site can't be reached page "Check if there is a typo in highlevel-backend.appspot.com"

View all 11

Shopify (3)

• How To Integrate Shopify With HighLevel
• How To Use Shopify Variables
• Shopify Elements in HighLevel

TikTok (2)

• How to Integrate TikTok Lead Ads
• Integrate Tiktok Messaging

Private Integrations (1)

• Private Integrations: Everything you need to know

Jobber Integration (1)

• How to Integrate Jobber with HighLevel

Custom Objects.

Getting Started with Custom Objects (8)

• Getting Started with Custom Objects
• Creating and Editing Custom Objects
• Creating and Updating Custom Object Records

View all 8

Managing Custom Object Records (5)

• Custom Object Audit Logs
• Advanced Filters for Custom Objects
• List View for Custom Objects: Sort, Filter, and Manage Records

View all 5

Companies

Introduction to Companies (4)

• Getting Started with Companies
• Company Based Workflows - Company Triggers & Actions
• Import Contacts and Automatically Create Associate Companies

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CRM

Import / Export (1)

• How to Bulk Import Companies Using a CSV File

Managing your CRM Views (4)

• Searching an Object Record
• Viewing Your CRM Records: List Views, Sorting, and Filters
• CRM FAQs

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Actions (3)

• Efficiently Using HighLevel Notes for Managing Contacts, Opportunities and Company Records
• CRM Notes Association – Link Notes Across Contacts & Opportunities
• Tasks Across Multiple Objects

Associations (2)

• Association Limits
• Associations Between Opportunities, Companies & Custom Objects

GoKollab

GoKollab (8)

• How to integrate Stripe with GoKollab
• Pin Your Favorite Groups
• Integration of Membership Courses with GoKollab

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Tasks

Creating Tasks (4)

• Managing Tasks
• Recurring Tasks
• Unified Task Management Across Contacts and Opportunities

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Media Storage

Getting Started w/ Media Storage (3)

• Media Library - Built-In Image Editor
• Effortless File Search: Media Center’s File Type Filter for Quick Access
• Media Storage - Canva Integration