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✰ Affiliate Manager

36
  • Affiliate Manager Automation (Affiliate Manager)
    • All About Affiliate Enrolled In Campaign Trigger
    • Automating Affiliate Commissions with ‘Add Manual Sales For An Affiliate’ Workflow Action
    • Getting started with Affiliate Automations
    • How to Automate Affiliate Sales with the New Affiliate Sales Trigger
    • How to Automate Lead Assignment to Affiliates
    • Why Use Affiliate Automations?
  • Affiliates (Affiliate Manager)
    • +How to Navigate the Affiliate Profile Page for Efficient Management
    • FAQs for Affiliates
    • How to Add Affiliates in the Affiliate Manager
    • How to add Manual Sales
    • How to Add Sub-Affiliates in the Affiliate Manager
    • How to Set Custom Affiliate Commissions
    • How to track Affiliate sales using coupons
    • How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates
  • Campaigns (Affiliate Manager)
    • Affiliate Manager External Website Support
    • Click Tracking for Affiliate Campaigns
    • FAQs for Affiliate Campaigns
    • How to create an Affiliate Campaign
    • How to Set Up and Pay Affiliates for Generating Leads
    • How to Set Up Multi-Tier Commissions
    • How to track leads from an Affiliate Campaign
    • How to Use Commission Length & Variable Commissions in Affiliate Manager
    • Prerequisite to Launch Your First Affiliate Campaign
  • Getting Started (Affiliate Manager)
    • Affiliate Manager Walkthrough Videos
    • Affiliate Manager: Improved Media Library
    • Glossary
    • How does the Affiliate Manager work?
    • How to Switch from FirstPromoter to Affiliate Manager?
    • Managing Multiple Campaigns in Affiliate Marketing
  • Payouts (Affiliate Manager)
    • FAQs for Affiliate Payouts
    • How to add/link Affiliate’s Paypal Account for Payouts
    • How to Manage Affiliate Payouts and Commissions
    • How to pay your Affiliates
    • How to Set Up and Pay Affiliates Using PayPal Auto Payouts
    • What Payment Gateways supported in Affiliate manager for Product Sales?
  • Reporting and Insights (Affiliate Manager)
    • Affiliate Manager Dashboard
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✰ Agency Reporting

6
  • Rolled Up Reporting (Agency Reporting)
    • Eliza Agent Platform – Introduction and FAQs
    • Eliza Agent Platform Conversations
    • Eliza Agent Platform Dashboard
    • Eliza Agent Platform Search Tools
    • Eliza Agent Platform Settings
    • Eliza Agent Platform Settings within the CRM
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✰ Agency View

23
  • Agency Dashboard (Agency View)
    • Agency Dashboard for Rebilling
    • Selling Marketplace Snapshots with SaaS Plans
  • Agency Settings (Agency View)
    • How do I check my agency plan?
    • SaaS: Multiple Payment Providers/UI Enhancement
  • Prospecting Tool (Agency View)
    • How to Resell and use Prospecting Tool for Sub-Accounts
    • Advanced Prospect Analysis Tools (Agency View)
      • How to find Business Maps URL for your Virtual Businesses to Generate Accurate Reports
      • How to Use Google Ads Detection in the Prospecting Tool
      • SEO Heatmaps in the Prospecting Tool: A Support Guide
      • Technostack Analysis: Understanding the Digital Marketing Ecosystem of Your Prospects
    • Core Functionality (Agency View)
      • How to delete a prospect (Agency view)
      • How to find Leads for your business using Prospecting Tool
      • How to Generate Leads Using the HighLevel Prospecting Tool – The Ultimate Guide
      • Prospecting Tool – Customize and Reorder Your Report Sections!
      • Prospecting Tool: Create Prospecting Widgets For Your Websites
    • Marketing Audit Reports (Agency View)
      • Analysing Website Performance of a prospect in the Marketing Audit Report
      • PDF Download Option for Marketing Audit Reports
      • Step-by-Step Guide on Customizing Audit Report Sections
      • Understanding the Differences Between Free and Premium Marketing Audit Reports
      • Understanding the Grades in Your Marketing Audit Report
    • Performance Metrics (Agency View)
      • Analytics Dashboard – Track and Optimise Your Performance
      • Prospecting Tool: Review Response Time Metric
      • Understanding the Conversion Rate in the Prospecting Tool
  • Reselling (Agency View)
    • SaaS: Reselling Add-Ons with SaaS Plans
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✰ AI Employee

43
  • Content AI (AI Employee)
    • How to Enable and Rebill Content AI?
    • How to Find Past Records of Content Generated by Content AI
    • Content AI in Blogs (AI Employee)
      • How to create blog post outline with Content AI?
      • How to fix grammar and spelling, make longer content and improve writing in Blogs?
    • Content AI in Funnels and Website (AI Employee)
      • How to fix grammar and spelling, make longer content and improve writing in Funnels and Website?
    • Content AI in Social Planner (AI Employee)
      • How to create a Social Post with Content AI?
      • How to fix grammar and spelling, make longer content and improve writing in Social Post?
      • How to generate images for Social Planner using Content AI
  • Conversation AI (AI Employee)
    • Conversation AI - Agency Settings & Rebilling (AI Employee)
      • Agency Settings – “Conversation AI” Tab
      • Enable Conversation AI for your Agency
      • Pricing and Rebilling Conversation AI
    • Conversation AI - Goals, Prompts, & Actions (AI Employee)
      • AI Prompting 101
      • Bot Actions – Add Contact Info
      • Bot Goals Feature : Complete Guide
      • Customize your AI responses using Prompts
      • How to Use Conversation AI to Book Appointments
    • Conversation AI - Response Modes (AI Employee)
      • Auto-Pilot Mode
      • Auto-Pilot Mode in Conversation AI for Efficient Communication
    • Conversation AI - Training Bots (AI Employee)
      • Conversation AI: Audit, Review, and Edit Crawled Website Data
      • Conversation AI: New Query Detection Flow
      • Response Info for your AI message
      • Training Your Conversation AI Bot
      • Web URLs and Links
    • Conversation AI + Workflows (AI Employee)
      • Conversation AI: Live Chat Channel in Workflow Action
      • Trigger a Workflow within Conversation AI
      • Update Conversation AI Bot and Status – Workflow Action
      • Workflow X Conversation AI – Conversation AI Action *Beta
    • Getting Started w/ Conversation AI (AI Employee)
      • Advanced Settings Overview – Conversation AI
      • Conversation AI Bot – Explained
      • How to Use Conversation AI in the Mobile App
      • Primary vs Non-Primary Conversation AI Bots
      • Setting Up Conversation AI
  • Funnel AI (AI Employee)
    • How to Enable and Rebill Funnel AI
  • Get Started w/ AI Employee (AI Employee)
    • AI Employee Overview
    • AI Tools in HighLevel
    • HighLevel’s AI Employee Promo
    • Season of AI Promotion Ending Information & FAQ’s
  • Voice AI (AI Employee)
    • AI Voice Agents Overview
    • Creating Voice AI Agents
    • Inbound Call Flow for Voice AI calls
    • Testing Voice AI Agents
    • Working hours for AI Employee
  • Workflow AI (AI Employee)
    • Workflow AI Assistant
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✰ Calendars & Appointments

86
  • Calendar FAQ's (Calendars & Appointments)
    • Can I Show Multiple Calendars Without Using a Calendar Group?
    • Disable Contact Timezone – How to Remove Ability to Adjust Timezones When Scheduling
  • Calendar Groups (Calendars & Appointments)
    • Adding Unassigned Calendars to Groups
    • Deactivating Calendar Groups
    • HighLevel Group Calendar Overview
    • How to find the Calendar ID for a Group Calendar
    • Neo Group View Template
  • Calendar Integrations (Calendars & Appointments)
    • Calendly – How to Integrate Calendly with HighLevel Calendars
    • Google – How to Integrate Google with HighLevel Calendars
    • Hide Third-Party Calendar Details
    • How to connect iCloud with Highlevel?
    • How to sync HighLevel Calendars With Outlook
    • iCloud – How to Integrate iCloud with HighLevel Calendars
    • iCloud Integration with Highlevel
    • Microsoft Outlook – How to Integrate Outlook with HighLevel Calendars
    • Microsoft Teams Integration For Calendars
    • Reserve with Google Integration – Local Services Ads (LSA)
    • Stripe Integration on Calendar (05/14/19 )
    • Zoom – How to Integrate Zoom with HighLevel Calendars
  • Calendar Settings & Preferences (Calendars & Appointments)
    • Assigning a Primary Calendar
    • Calendar Scheduling Conflicts
    • Calendar Widget Styles
    • Calendar: Email & In-App Appointment Notifications
    • Collecting Payments in Calendars
    • Configure Recurring Calendar Appointments
    • Custom URL for Unassigned Calendars
    • Setting Up Linked Calendars & Conflict Calendars
    • Calendar Availability Settings (Calendars & Appointments)
      • Adjusting Availability Settings for Individual Calendars
  • Creating Calendars (Calendars & Appointments)
    • ‘Look Busy’ in Calendar Settings
    • Calendar Availability – Weekly Working Hours & Date-Specific Hours
    • Calendar Widget Customization
    • Calendar Widget Reorder
    • Cancellation & Reschedule Policy (Booking Widget)
    • Collect Payments with Recurring Appointments (Booking Widget)
    • Consent checkbox for compliance
    • Google Organic Booking
    • How to Use Service Calendars in the Mobile App
    • In App Calendar view
    • Multiple Meeting Location Selector in Calendar
    • One Time Link
    • Partial Payment: Collect Deposit Amount
    • Pre and Post buffers
    • Pre and Post buffers
    • Recurring Appointments
    • Restore Deleted Calendars
    • Show seats per slot for Class booking on the booking widget
    • View Calendar & Appointments in User Timezone
    • Workflow Action for Generating One Time Link
    • Calendar Rooms & Equipment (Calendars & Appointments)
      • How to create Equipments?
      • How to create Rooms?
      • Rooms and Equipment
    • Calendar Service Menus (Calendars & Appointments)
      • How to Create Service Menus for Calendars
    • Calendar Types (Calendars & Appointments)
      • Class Booking Calendars (Calendars & Appointments)
        • Class Booking Calendar Overview
      • Collective Booking Calendars (Calendars & Appointments)
        • Collective Booking Calendar Use Cases
        • Collective Bookings Calendar Overview
        • Creating Collective Booking Calendars
      • Round Robin Calendars (Calendars & Appointments)
        • How to configure Staff Member selection in Round Robin Calendars?
        • How to Create Round Robin Calendars
        • Round Robin Calendars Appointment Distribution Logic
        • Team Member Assignment (Round Robin Calendar)
      • Service Calendars (Calendars & Appointments)
        • Automotive Detailing – Service Calendar
        • Barbershop – Service Calendar Setup Guide
        • Hair Salon – Service Calendar Setup Guide
        • How To Create Service Calendars
        • MedSpa – Service Calendar Setup Guide
        • Photographer – Service Calendar Setup Guide
        • Yoga Studio – Service Calendar Setup Guide
    • Customizing Calendars (Calendars & Appointments)
      • Adding Custom Forms to Calendars
      • Customizing Calendar Colors
      • How to Use the Rich Text Editor to Enhance Your Calendar Descriptions
  • Getting Started w/ Calendars (Calendars & Appointments)
    • Embedding HighLevel Calendars using HTML Code
  • Scheduling Appointments (Calendars & Appointments)
    • Appointment List View in Calendars (Smart List)
    • Book Appointment Action in Workflows
    • Calendar: Add Notes Per Appointment
    • Manually confirmed appointment setup
  • Troubleshooting Calendars (Calendars & Appointments)
    • Appointment timeslots that should showing but they are not / should not showing but they should be
    • Contact got reassigned to another user when booking an appointment in Group calendar
    • Double booking issue troubleshoot
    • Google Calendar Writer Access Error
    • How to Re-Integrate Google Calendar for a User
    • No google accounts added in integrations settings yet even if Google account is connected as the user
    • Troubleshooting Tool for Calendar
    • What to do if the calendar says No slot available this month
    • When {{appointment.start_time}} or any other appointment custom values are not showing up
    • When rescheduling link is blank when sending email/SMS in conversation
    • Why Google calendar integration breaks and how to fix it
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✰ Certificates

8
  • Issue Certificates (Certificates)
    • Contact Custom Fields In Certificate Builder
    • Download all your Certificates from Client Portal
    • Issue certificates on Course Completion
    • Set Expiry for Certificates
    • Set frequency for certificate expiry reminders (emails)
  • Templates (Certificates)
    • Create a Template
    • How to Toggle Certificates User Permissions + Undo & Redo Functionality
    • Manually Issue Certificates
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✰ Client Portal

13
  • Client Portal (Client Portal)
    • App Permissions in Client Portal: Enabling/Disabling a child app
    • Client Portal – Single Sign On (SSO) and Magic Links
    • Client Portal Branded Mobile App: Setting up branding of your app
    • Client Portal Dashboard
    • Client Portal Dashboard Revamp and Associated Contracts
    • Give community groups access via Contacts
    • GoKollab for Communities (Marketplace for communities)
    • How can my customers use the Client Portal?
    • How to set up the Client Portal?
    • How to Use Assignments in Courses
    • Notifications inside Client Portal
    • Quick Start Guide – Kollab (iOS & Android)
    • Subscription Management in Client Portal
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✰ Companies

1
  • Getting Started with Companies
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✰ Compliance

3
  • Compliance (Compliance)
    • Highlevel Security and Compliance Overview
    • HIPAA Compliance With HighLevel
    • Minimum Advertised Pricing Policy (“MAP Policy”) FAQs August 2024
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✰ Contacts

34
  • Bulk Actions (Contacts)
    • Bulk Add and Remove Tags from Contacts
    • Bulk Send SMS via Contacts
    • Importing Contacts and Opportunities via CSV
  • Contact Details View (Contacts)
    • Create Subscriptions & Invoices in Contact Profile
  • Contacts (Contacts)
    • Contact Type
    • Contacts: Sync Attachments to Document Management Tab
    • Followers
    • Internal Tasks for your Team
    • Workflow – Adding and Removing Followers for Contacts
    • Documents (Contacts)
      • Overview – Documents
  • Getting Started with Contacts (Contacts)
    • Importing Contacts
  • Smart Lists (Contacts)
    • Adding Files To Contacts
    • Allow duplicate contact explained
    • AND/OR Filters
    • Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
    • Birthdays And How To Sort Contacts By Age
    • Bulk Actions For Contacts & SmartLists
    • Bulk Importing Contacts Via CSV Walkthrough
    • Contacts and Bulk Actions – FaQs
    • DoNotDisturb (DND Split)
    • FAQs
    • Getting Started With Smart Lists
    • How to Add Multiple Phone Numbers for a Contact
    • How to delete a contact and associated contact data
    • How to export contacts into a CSV?
    • How to get customer consent or track legal basis to process your lead’s or customer’s personal data
    • How to Group Contacts within an Organization using the ‘Company Object’ Feature
    • How to input multiple Email Addresses for a Contact?
    • Lead profile picture explained
    • Merging Multiple Contacts
    • Step-by-Step Guide: Restoring Deleted Contacts
    • Troubleshooting Bulk Imports Via CSV
    • Uploading Contacts (which one should I choose?)
  • Updating Contact Properties (Contacts)
    • Associating Contacts using Custom Labels
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✰ Conversations

18
  • Conversations (Conversations)
    • Activity Cards in Conversations
    • Attachments Made Easy in Conversations
    • Contact Engagement score
    • Conversations – Snippets
    • Conversations FAQs
    • Conversations: Adding Internal Comments and Mentioning Users
    • Conversations: Group Chat for SMS
    • Guide to Quick Replies for Facebook & Instagram
    • How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
    • How to Save Draft Messages in Conversations
    • How to use Conversation Filters & Bulk Actions Overview
    • Instagram DM – Workflow Action
    • Live Chat
    • Right Panel & Expandable Sidebar in Conversations
    • Select SMS To and From Numbers
    • Unread VS Read – Must Manually Mark as Read
    • View & Edit AI Response Info in Conversations
    • Workflow Action – Log External Call
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✰ CRM

1
  • Managing your CRM Views (CRM)
    • Searching an Object Record
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✰ Custom Objects.

9
  • Associations (Custom Objects.)
    • Associations for Custom Objects
  • Getting Started with Custom Objects (Custom Objects.)
    • Creating and Editing Custom Objects
    • Creating and Updating Custom Object Records
    • Custom Object Case Study : Real Estate
    • Getting Started with Custom Objects
    • Using Custom Objects in Workflow Actions and Triggers
  • Managing Custom Object Records (Custom Objects.)
    • Advanced Filters for Custom Objects
    • Custom Object Audit Logs
    • List View for Custom Objects
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✰ Customer Support

19
  • General Support Info (Customer Support)
    • How to Access 24/7 Support
    • Kollab Support Dashboard Overview
    • Troubleshooting Zoom Audio/Video Issues
  • Software Migration Guides (Customer Support)
    • ActiveCampaign to HighLevel (Migration Guide)
    • Calendly to HighLevel (Migration Guide)
    • ClickFunnels to HighLevel (Migration Guide)
    • ConvertKit to HighLevel (Migration Guide)
    • Hubspot to HighLevel (Migration Guide)
    • Jotform to HighLevel (Migration Guide)
    • Keap to HighLevel (Migration Guide)
    • MailChimp to HighLevel (Migration Guide)
    • Pipedrive to HighLevel (Migration Guide)
    • Salesforce to HighLevel
    • Shopify to HighLevel (Migration Guide)
    • Skool to HighLevel (Migration Guide)
    • Squarespace to HighLevel (Migration Guide)
    • Typeform to HighLevel (Migration Guide)
    • Wix to HighLevel (Migration Guide)
    • Zoho to HighLevel (Migration Guide)
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✰ Dashboards

35
  • Configuring Dashboards (Dashboards)
    • How to Create Dashboard Templates
    • How to Customize Dashboard Themes
  • Dashboard Widgets (Dashboards)
    • Customizing Dashboard Widgets
    • Duplicating widgets on a dashboard
    • Edit widgets on the dashboard
    • Embed content on dashboards with our embed widgets
    • FAQs
    • How Funnels and Stage distribution widgets work
    • How to Add and Utilize the New Sales Efficiency Widget on Your Dashboard
    • How to add attribution and UTM parameters as filters on custom widgets
    • How to Create & Add Dashboard Widgets
    • How to Customize Dashboards by Adding Titles, Images, and Text Boxes
    • How to inject User/Sub account Properties in Iframes on Sub Account Dashboards
    • How to use Table Charts for Dashboard Widgets
    • Rearrange widgets
    • Removing a widget
    • Resize widgets
    • What Are Dashboard Widgets?
    • Dashboard Widget Types (Dashboards)
      • Email Widgets
      • Visitor Data Widgets
  • Getting Started w/ Dashboards (Dashboards)
    • Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
    • Feature Document – Multiple Dashboards
    • How to change the Timezone for a Dashboard (Logged in User)
    • How to clone a dashboard (in the same location)
    • How to create a Dashboards
    • How to duplicate a dashboard to another sub-account
    • How to Edit a dashboard
    • How to load Snapshots with Dashboards
    • How to manage permissions for a dashboard
    • How to pin dashboards as favourite
    • How to set a Default Dashboard
    • How to switch Timezones for your Dashboards
    • How to use “Only Assigned Data” setting with Dashboard
    • Lead source report explained
    • Quick Filters on Dashboards
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✰ Documents and Contracts

17
  • Documents and Contracts (Documents and Contracts)
    • 2 in 1 Documents: Direct Invoice payments after signing
    • Automatic invoice creation after Document/Contract is signed
    • Create document/contract templates and send them automatically inside a workflow
    • Documents & Contracts trigger inside workflows
    • Easy Management of Documents and Contracts within Contacts
    • How to Configure and Accept Tips on Invoices
    • How to customise notifications sent in Documents & Contracts
    • How to Set Signing Order for Recipients in Documents and Contracts
    • How to Share Documents and Contracts Templates
    • How to Track Activity for Documents and Contracts
    • How to use Documents & Contracts?
    • How to Use Documents and Contracts in the Mobile App
    • Leveraging Opportunity Custom Values in Document Templates
    • Link Custom Values to Text and Date fields: Documents and Contracts
    • Multiple recipient support on Documents & Contracts
    • Send Quotes with Optional Items (Checklist) for your Signers in Documents & Contracts
    • Split Columns Support: Documents & Contracts
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✰ Domain Purchase

2
  • Domain Purchase (Domain Purchase)
    • How to Enable and Rebill Domain Purchase?
    • How to Purchase Domain Step by Step
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✰ E-commerce store

30
  • E-Commerce Store (E-Commerce Store)
    • Automatic abandoned cart checkout emails for online store
    • Customer Access Center to View Current and Past Order Details
    • Customizing the Checkout Page in Ecommerce Stores
    • How to add customer login in Ecommerce stores to view order details and past orders?
    • How to Add Product Weights, Dimension, and SKU Information in Your Ecom Store
    • How to Add Reviews & Ratings for Products for E-commerce stores?
    • How to Add SEO Descriptions and Keywords to Boost Your Ecommerce Ranking
    • How to Configure Shipping & Delivery Rates In Ecommerce Stores
    • How to Deliver Digital Products for E-commerce Stores?
    • How to migrate Shopify stores to Highlevel (including products, collections, orders, contacts, and transactions)?
    • How to Print Packing Slips for Your Ecommerce Orders
    • How to print shipping labels or packing slips for my store orders?
    • How to sell products on Facebook and Instagram Shops?
    • How to Sell Your Subscription Based Services & Recurring Products in Your GHL Ecom Store
    • How to Set Up an E-Commerce Online Store (Websites)
    • How to Sort and Filter Products in HighLevel Ecommerce Site Builder
    • How to Suggest Related Product(s) in Your Product Details Page
    • How to Upsell Products in Online Store checkouts?
    • How to use Printful Integration with your Ecommerce Store?
    • How to Use Product Labels and Ribbons in an Ecommerce Store
    • How to Use the Inventory Management Features for Your Online Store in HighLevel
    • How to Use the New Printful Integration with HighLevel
    • How to use Woocommerce Integration in E-commerce stores?
    • Manual Payment Method in E-commerce Stores & Order Forms
    • New product collection element and SEO Improvements
    • Related Product element for Ecommerce stores
    • Search Bar Element in Ecommerce Stores
    • Setup abandoned cart Email notifications
    • Shipping and Delivery rates for Ecommerce Stores
    • Shipping: How to Connect a Shippo Integration?
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✰ Eliza Agent Platform

6
  • Eliza Agent Platform Onboarding (Eliza Agent Platform)
    • Eliza Agent Platform – Introduction and FAQs
    • Eliza Agent Platform Conversations
    • Eliza Agent Platform Dashboard
    • Eliza Agent Platform Search Tools
    • Eliza Agent Platform Settings
    • Eliza Agent Platform Settings within the CRM
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✰ Email

74
  • Deliverability (Email)
    • Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements in 2024
    • An Introduction To Email Deliverability
    • Guest Tutorial: Deliverability Masterclass for HighLevel by Seven Figure Agency Modified on: Sat, 25 Sep, 2021 at 9:50 AM
    • How List-Unsubscribe helps email deliverability
    • How to Resubscribe After Unsubscribing from an Email List
    • How to Set Up Unsubscribe Links for LC – Email
    • Step by Step guide to Creating Custom Unsubscribe Links
    • What is Email Deliverability? – A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox
    • Why Are My Emails Going To Spam?
    • Workflow Action based on Email Event Clicked/Opened
  • General (Email)
    • Bot Detection Preventing Statistics Increment and Automation Execution
    • Email Services Configuration – Reply & Forward Settings
    • Enhanced Email Verification for Campaigns!
    • Filter Contacts by Email Stats and Enhanced Filtering Options
    • Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!
    • List of all outgoing system generated emails
    • Sending Priority – From Name & Address
  • LC Communication Billing (Email)
    • How do I analyze my Agency’s Spending on LC Communications?
  • LC Email (Email)
    • Email Authentication – DMARC
    • Email Sending Guide: Email Best Practices & Email Warm Up
    • Google Postmaster Tools
    • How to Add a Domain and Verify DNS Record
    • How to enable and rebill LC Email Validation
    • How to Migrate My Agency Over to LC – Email
    • How to Set Up Unsubscribe Links for LC – Email
    • How to use the Email Risk Assessment Tool for LC Email
    • Manage Sub-account Email Settings and Migration in LC Email
    • Microsoft Smart Network Data Services (SNDS)
    • Reverse DNS white labeling – Dedicated IP
    • SSL Certificates for Dedicated LC Email Domains
    • What is email Bounce Suspension, and how to avoid it
    • What is LC Email?
    • Where Can I Find My Dedicated Domain SMTP Credentials?
    • LC Email Dedicated Domain and IP (Email)
      • Deleting Your LC Email Sending Domain
      • GoDaddy Dedicated Sending Domain Setu (LC Email)
      • Google Dedicated Sending Domain Setup (LC Email)
      • LC Email Dedicated Sending Domains
      • Siteground Dedicated Sending Domain Setup (LC Email)
      • What is a dedicated IP in LC email?
    • LC Email Settings (Email)
      • Email Tracking for LC Email
  • MailGun (Email)
    • Cold Email Inbound Setup Mailgun
    • Email Validation From Maligun within the CRM
    • How to setup Replies in MailGun
    • Mailgun – Overview
    • Mailgun – Unsubscribe Settings
    • Mailgun API Key – Where to Find in Mailgun & Put in HighLevel
    • Mailgun Setup – CloudFlare Domain Setup
    • Mailgun Setup – GoDaddy Domain Setup
    • Mailgun Setup – Google Domain Setup
    • MailGun Setup – HostGator Domain Setup
    • Mailgun Setup – Namecheap Domain Setup
    • Mailgun Setup – Siteground Domain Setup
    • Mailgun Setup Checklist
    • Step-by-step guide to set up Mailgun
    • What will be the order of Email Provider we will use to send emails?
    • Why won’t my DNS records work in SquareSpace?
  • SMTP Providers (Email)
    • Creating Your SaaS Affiliate Program (Using FirstPromoter)
    • Hide The SMTP Setup Help Doc Link
    • Limitation of using SMTP when emails are not sending
    • Setting alias for Google smtp
    • Setting Up SMTP Providers
    • Using Google/Gmail/Google Workspace as your SMTP Provider
    • Using SendGrid As The SMTP Provider
    • Using Zoho as your SMTP Provider
    • Why Can’t I use My Free Email Address As The SMTP?
  • Troubleshooting Email (Email)
    • 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?
    • How to send a test email in the Conversation
    • LC Email / Mailgun replies not working when using WIX as the domain provider
    • Send Test Email Error in Campaign’s Email step: An error occurred, please try again
    • Troubleshooting Email statistics
    • Troubleshooting Warning: Please contact your agency to change email settings
    • When email replies are not showing up in Conversation
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✰ Extra Addons

57
  • Online Listings
    • Additional Attributes to Online Listing Details
    • FAQ Document – Yext Listings
    • Getting started with Yext Lisitings
    • GMB and Facebook Integration with Online Listings
    • Guide: Cancelling Yext Listings for Your Sub-account in GHL
    • How to deploy Yext directly without charging the client?
    • How to Resell Yext Listings to Your Clients
    • How to sell Yext as part of a SaaS Offer
    • Listings Reselling: Expansion to 13 New Countries!
    • Online Listing Overview & Setup Doc
    • Resolving Yext Canceled or Duplicate States – Step-by-Step Guide
  • WhatsApp
    • About your WhatsApp Business phone number’s quality rating
    • How to create a WhatsApp Template?
    • How to use LeadConnector/Twilio phone number for WhatsApp Business Account
    • How to Use the WhatsApp Media Templates
    • Marketing Opt-out Button to Your Message Template
    • Per-User Marketing Template Message Limits
    • Template Categorisation Guidelines
    • View policy violation details for your WhatsApp Business account
    • WhatsApp – Messaging Limits
    • WhatsApp – WorkFlow Integration
    • WhatsApp Bulk Action
    • WhatsApp Business Profile Management
    • WhatsApp Coexistence Feature – Beta
    • WhatsApp Contact Management and Smartlist
    • WhatsApp Delivery Status under Workflows
    • WhatsApp Display name guidelines
    • WhatsApp FAQs
    • WhatsApp Flows: In app Appointment Booking
    • WhatsApp Full Setup Guide for Agency
    • WhatsApp Media Templates
    • WhatsApp Messages Errors: Meta Chose Not to Deliver and Message Undeliverable
    • WhatsApp Overview: Sub-Account Set Up and Best Practices
    • WhatsApp Pricing and Billing – Full Guide
    • WhatsApp Schedule Send
    • WhatsApp Template Statuses and Best Practice
    • WhatsApp Voice Note
    • WhatsApp: Customer Service Window Check
    • WhatsApp: Send Message Templates (Snippets)
    • WhatsApp: Template Level Analytics
    • WhatsApp: Workflow Statistics
  • WordPress Hosting
    • A Guide to Staging Environment Access in WordPress
    • Getting Started with WordPress | Client side setup guide
    • Granular Permissions for WordPress
    • How to add an Additional Domain for WordPress site
    • How to Add Domains in the WordPress Dashboard
    • How to resell WordPress to your clients
    • How to Setup SFTP for your WordPress Site
    • List of blocked WordPress plugins
    • Multiple WordPress Site Installs Under the Same Sub-Account
    • New WordPress Site From Template
    • WordPress Access & Activity Logs
    • WordPress Error Codes and Troubleshooting
    • WordPress Hosting: Specs, Market Comparison, and New Pricing Plans
    • WordPress Infra Migration – A Detailed Guide
    • WordPress Plugin and Theme Management
    • WP File Manager Plugin (Stable Alternative for FTP Access)
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✰ Industry Guides

13
  • Industry Playbooks (Industry Guides)
    • Industry Playbook – Coaching & Consultation Agency
    • Industry Playbook – Dental Practice/Dentistry
    • Industry Playbook – Financial Service Business
    • Industry Playbook – Hair/Nail Salon
    • Industry Playbook – Health & Wellness Business
    • Industry Playbook – Home Service Business
    • Industry Playbook – Insurance Company
    • Industry Playbook – Legal Practice
    • Industry Playbook – Marketing Agency
    • Industry Playbook – Medical Practice
    • Industry Playbook – Real Estate Agency
    • Industry Playbook – Restaurant/Bar
    • Industry Playbook – Travel & Hospitality
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✰ Integrations

44
  • Facebook Integration (Integrations)
    • (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
    • Facebook Conversion Leads Walkthrough
    • Facebook Conversions API Trigger in Workflows
    • Facebook Domain Verification by Meta Tag
    • Facebook Lead Ad Integration & Troubleshooting Guide
    • Facebook Pages Don’t Show or Won’t Connect
    • Facebook Pages missing in Manage Pages during integration.
    • Facebook Troubleshooting – Integration Issues
    • Facebook Troubleshooting – Lead Ad Debugging
    • Facebook Troubleshooting – Unintentionally Disconnecting Your Accounts
    • How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows
    • How to set up a Funnel Event Pixel for Facebook Conversion API?
    • Instagram Direct Messages (DMs)
    • Leads Ads Integration Is not Working anymore (TRY THIS)
    • Missing Facebook ads account dropdown or Adwords MCC Account dropdown
    • Verifying Domains For iOS 14
  • Google Integrations (Integrations)
    • Google Business Profile – Chat sunset starting Jul 15, 2024
    • Google Drive Integration in Media Storage
    • How to Integrate Your Google Business Profile (formerly GMB) into the CRM
  • Online Listings Integration (Integrations)
    • One time Stripe Charge Action
  • Other Integrations (Integrations)
    • Google Integration going to This site can’t be reached page “Check if there is a typo in highlevel-backend.appspot.com”
    • How to set up appointment reminder workflow with Zoom location
    • How to Set Up Two Way Email Sync for Gmail
    • How to use WebinarKit’s HighLevel Integration (Guest Tutorial)
    • Reserve With Google Webinar – Generate Bookings For Clients Right From Google!
    • Setting Up ActiveProspect Consent Tracking On A HighLevel Form & Survey
    • Two Way Email Sync for Outlook
    • Zoom Integration for Users’ Calendar Bookings
  • Private Integrations (Integrations)
    • Private Integrations: Everything you need to know
  • QuickBooks (Integrations)
    • Automatic Review Request When Invoice Paid in Quickbooks
  • Shopify (Integrations)
    • How To Integrate HighLevel With Shopify
    • How To Use Shopify Variables
    • Shopify Elements in HighLevel
  • Stripe Integration (Integrations)
    • How does the Stripe One Time Charge trigger work?
    • Stripe – Integration
  • TikTok (Integrations)
    • How to Integrate TikTok Lead Ads
  • Zapier Integration (Integrations)
    • Connect ServiceTitan + HighLevel (Zapier)
    • Create Tags & Tasks Via Zapier
    • How to connect your HighLevel Sub-Account with Zapier
    • Zapier Troubleshooting – Duplicate Contacts or Added to Campaigns Multiple Times
    • Zapier Troubleshooting – Leads Coming into Wrong HighLevel Location
    • Zapier Troubleshooting – Zap Isn’t Working!
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✰ Internationalization

1
  • The Internationalization of High Level (Internationalization)
    • The Internationalization Of HighLevel Has Begun!
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✰ Logic & Fulfillment

41
  • Adding Custom Audience Trigger
  • Auto Cancel Appt messages notifications to clients
  • Auto Populate Lead Values in Surveys
  • Auto Update Pipeline Stage on Appointment Date
  • Campaigns
  • Contact Flow
  • Creating Campaigns In Workflows
  • Customer Reply Trigger with ZAPIER AND/OR conditions
  • Event Start Date (Custom Times for event to start)
  • Event Start Date Campaigns
  • Facebook Integration Step by Step
  • Finding the Pipeline and Stage ID using zapier
  • Glossary
  • High Level Zapier Trigger (Pipeline trigger)
  • How to find the USERID
  • How to Integrate Facebook Messages with HighLevel
  • How to Integrate HighLevel with Zapier
  • How to Mark Conversation as Read
  • How to Send Annual Emails/Sms using workflows
  • How to send Users Appointment Reminders
  • How to Update a custom field with {{message.body}} using Workflow and Triggers
  • How to Use Custom Fields
  • How to use Custom Values
  • How to Use Webhooks in HighLevel (Zapier)
  • If Else Conditions – using AND or OR conditions
  • Importing Duplicate Contacts With same Email and Phone
  • Importing National and International Phone Numbers
  • Manychat to HighLevel Integration
  • Opportunities Disappear From Pipeline
  • Retrieving Facebook Leads
  • Round Robin Campaign Configuration Reassigning users
  • Running scheduled bulk requests
  • Separating URL’s in Zapier when Uploading Files through Webhooks
  • Stale Opportunity Trigger
  • Sticky Contacts Overwriting Existing Contacts
  • Sub Account Transfers : Eject Sub-Account to a New Agency
  • Sub-Account Transfers: Transfer Sub-account to an Existing Agency
  • Triggers
  • Uploading Contacts which one should I choose
  • What happen​s to your data when you cancel your HighLevel Subscription?
  • Zapier
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✰ Marketing

152
  • Ad Manager (Marketing)
    • Ad Campaign Creation and Management (Marketing)
      • Ad Manager: Audience controls
      • Ad Manager: Campaign budget definition
      • Ad Manager: Clone a campaign
      • Ad Manager: Create Ad campaigns using templates
      • Carousel ads in Ad Manager
      • Create custom audiences in Ad Manager
      • Create lookalike audiences in Ad Manager
      • Create New Ad Campaign in Ad Manager
      • Editing a Published or In-Review Meta Ad Campaigns
      • How to create a Facebook form in Ad Manager
      • Statistics of Ad campaigns in Ad Manager
    • Ad Manager Setup & Configuration (Marketing)
      • Audiences Tab Overview – Ad Manager Settings
      • Connect Facebook with Ad Manager
      • Connecting Facebook Business Account to Ad Manager
      • Overview of Ad Manager Settings
      • Setting a Facebook page as Default for Ad Manager
    • Facebook Conversion API (CAPI) (Marketing)
      • How to send a FB Conversion API action for Ad Manager?
      • How to send the Conversion data to Ad Manager?
    • Getting Started w/ Ad Manager (Marketing)
      • How to create a Meta Business Manager and Ad account?
      • Overview of Ad Manager
      • Setting Up Conversation AI
    • Reselling Ad Manager (Marketing)
      • How to enable and resell Ad Manager
      • How to resell Ad Manager with your SaaS plan
      • Inclusion of Ad Manager in Snapshots
    • Troubleshooting Ad Manager (Marketing)
      • How to cancel Ad Manager subscription for a sub-account?
  • AI Appointment Booking Bot (Marketing)
    • AI Conversational Appointment Booking Workflow and Setup
    • Appointment Booking Conversation AI Workflow Action
  • Brand Board (Marketing)
    • Editing a Brand Board
    • How to change default Brand Boards?
    • How to create a Brand Board?
    • How to use Brand Boards in emails?
    • How to use Brand Boards in Funnels and Websites?
  • Bulk Requests (Marketing)
    • Bulk Requests – Overview
  • Campaigns (Marketing)
    • Allow Multiple – Campaign Configurations
    • Campaigns Overview
    • Campaigns Paused/Draft
    • Creating a Campaign – Basics
    • Duplicate or Copy Campaign to New Location
    • Event Start Date – Campaign Configurations
    • From Address – Campaign Configurations
    • Google Lead Forms
    • How to analyze workflow campaigns?
    • How to Automate Tagging Based on Email Campaign Interactions
    • How To Build Check-in (Loop) Campaigns
    • How To Build SMS Opt-In Campaigns
    • How to Personalize Your Campaigns with Conditional Elements
    • How to Test Campaigns
    • Improved Email Campaign Flow and Campaign Summary Page
    • Next Day Campaigns For Event Followup
    • Repeating Reminders For Recurring Meetings & Events (Guest Post)
    • Stop on Response – Campaign Configurations
    • Timezones with Campaign reminders of event dates
    • Using the Inline Forms/ Surveys Element in email campaign
  • Countdown Timer (Marketing)
    • Editing a countdown timer
    • Getting started with Countdown Timer
    • Guide: Dynamic Countdown Timer
    • Help Guide: Redirection links in Countdown Timer
    • How to create a fixed countdown timer?
    • How to create a recurring timer?
    • How to use countdown timer in emails?
    • How to use countdown timer in funnels?
    • Sync your countdown timer in email and funnels
  • Email Builder (Marketing)
    • A Guide to Email Attribution Settings: How to customize it?
    • Add Product Element in Email Campaign
    • Different Email Sending/ Delivery Method(s) – Send Now, Schedule, Batch, RSS Schedule
    • Email Builder: Understanding Advance Conditions for Smart Lists and Tags
    • Email Statistics
    • Email Templates vs Email Campaigns
    • Guide to click tracking in email campaigns
    • Guide to Email Campaign Statistics
    • Guide to Pre-Built Contact Segments
    • Hide Email Elements on Mobile View
    • How to add GIFs to your email?
    • How to add google fonts in email templates and campaigns?
    • How to change the Content of An Ongoing Email Campaign
    • How to edit your Email Format for Mobile
    • How to find hidden or broken elements in email?
    • How to import Email Template(s) from ActiveCampaign
    • How to Import Email template(s) from Mailchimp
    • How to import HTML Email Templates/ Campaigns
    • How to Pause or Cancel a Scheduled Email?
    • How to preview Custom Field in Email Builder?
    • How to Reschedule an Email Campaign (Email Builder)
    • How to save items in email builder for quick access?
    • How to Schedule Batch Email Campaign(s)?
    • How to send a Regular Email Campaign (Send Now or Schedule)?
    • How to set up A/B testing for your Email Campaigns
    • How to use the Email Builder and its In-line Editor
    • How to Use the Plain Text Editor for Emails
    • How-to Send RSS Email Campaign(s)
    • Preview And Test Your Email Campaign/Templates
    • Resend to un-opened : Best Practices and Guide
    • RSS Blocks In Email Builder
    • RSS Email Body showing HTML tags?
    • Share Email Template across Agencies
    • Understanding ROI Conversion Metrics for Tracking Email Campaigns
    • Understanding UTM parameters for email campaigns
    • Using custom fonts in the Email Builder
    • Video Element in Email Builder
    • Workflow Email Actions Included in Statistics
  • SMS & Email Templates (Marketing)
    • How to Use the Kajabi Email Template Importer
    • Message Templates (Snippets)
    • SMS Templates (Snippets) – Overview
  • Social Planner (Marketing)
    • @Mention or Tag Profile in Social Planner
    • Add Location Tagging to Social Post
    • Add Pinterest Pins in Social Planner
    • Add Watermark to every image you post on Social Media
    • Clear LinkedIn Link Preview Cache Using LI Post Inspector
    • Connect Instagram Business or Creator to Facebook (allows posting to IG)
    • Connect TikTok in Social Planner
    • Direct posting for Tiktok! Forget Push Notifications
    • Facebook Publishing Troubleshooting Guide
    • Failed Post Error in Social Planner
    • Follow up Comment
    • Grouping of Social Media Profiles
    • How can I publish evergreen content using Category queue?
    • How to connect Instagram Business account with Social Planner
    • How to connect to your Facebook Page(s)
    • How to connect to your Google My Business Location(s)
    • How to connect to your LinkedIn Profile(s) and Page(s)?
    • How to create Facebook Reel in Social Planner?
    • How to Create Group Hashtags within the Social Planner
    • How to Customise post for each socials?
    • How to Leverage GHL Social Planner Analytics
    • How to post PDF’s as photos in a LinkedIn carousel post?
    • How to post Recurring Social Posts through the Social Planner?
    • How to schedule Facebook Story from Social Planner?
    • How to schedule post for your communities from Social Planner?
    • How to schedule Posts in Bulk on the Social Planner (CSV)
    • How to schedule Posts using RSS URL?
    • How to Use the Instagram Story Post Composer in Social Planner
    • Instagram Reels Publishing Guide for the Social Planner
    • Notification for Failed Post, Account Expired and Post Approval
    • Post Approval Flow in Social Planner
    • Posting Content – Image, Video, and Text Guidelines
    • Schedule your Youtube Shorts and Videos in Social Planner
    • Share your Review Posts on social media using Social Planner
    • Sharing Social Planner Content Across Sub-Accounts via a Snapshot
    • Social Planner Statistics
    • Why can’t I see my X (formerly Twitter) account when connecting or scheduling posts?
  • Template Library (Marketing)
    • Customizing the Template Library for Subaccounts
    • How to add descriptions to your templates?
    • How to add your email templates in Template Library?
    • How to add your own template in Template Library?
    • How to add your own template to the Template Library in the $97, $297 and $497 plans?
    • How to clone templates in template library?
    • How to hide default or GHL templates from template library?
    • How to Manage and Create Templates from the Admin Screen
    • How to manage categories, types and tags?
    • Steps for Agency A to Share Templates Effectively with Agency B?
    • Template Library Overview & Setup
  • Trigger Links (Marketing)
    • Trigger Links – Overview
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✰ Memberships and Communities

52
  • Communities (Memberships and Communities)
    • Adding Custom CSS/JS in community group
    • Communities – Change your group theme
    • Community Chat Feature
    • Community Events
    • Content Management in Communities
    • Featured Posts (Pinned Posts)
    • Gamification – Points, Badges and Leaderboard
    • How to Ban Members and Report Content in Communities
    • How to create your Whitelabel Community
    • How to Invite Members to Your Group via Email
    • How to make your Groups private/ public in Communities?
    • How to Manage Members Inside groups
    • How to Setup, Customize, and Manage Your Communities
    • How to Use Community Tagging Feature
    • How to Use GIFs in Communities for Posts and Comments
    • Invite members via link
    • Learning Tab (Courses)
    • Members Approval Questions
    • Paid Courses inside Communities
    • Paid Groups
    • Private Channels and Channel Emojis
    • Transfer community group ownership
    • What happens when you delete a contact linked to a community group
    • Workflow Triggers for Communities: Granting and Revoking Group Access
  • Membership/Courses Sites (Memberships and Communities)
    • Add Membership Signups To Funnel Pages
    • Courses Mobile- How to Navigate the New Lessons & Courses UI
    • Courses: In-app notifications for comment, unlocked & drip content
    • Custom Values For Courses
    • How do first time users Set Login Password, Request Forgotten Password for their membership portal?
    • How To Build Courses / Membership Sites
    • How to Create a Whitelabel Membership App (PWA)
    • How to Create Assessments/ Quizzes for Membership Courses
    • How to Create Payment Products of membership courses?
    • How To Do In-App Upsell In Membership?
    • How To Do One-Click Upsell In Membership?
    • How to Grant Access to Membership Courses Using Workflows
    • How to Manage Comments In Memberships
    • How to use Member Analytics in Memberships?
    • How to use membership themes
    • How to use Memberships Revenue Analytics in the CRM?
    • Kajabi Importer: Easily Move Courses to Highlevel
    • Legacy Membership To Client Portal Migration
    • Magic Links In Memberships(Courses)
    • Membership login credentials not working on email? – How to set up membership welcome email trigger properly
    • Membership: New UI for Courses
    • Memberships – Drip Content for Subcategories
    • Memberships | How to connect your custom domain / subdomain
    • New theme for courses
    • Offer Duration: Set an expiry date or establish a start date for the offer.
    • Pushing an Updated Offer to Existing Membership Accounts
    • Uploading audio inside Course lessons
    • Using video frame as lesson thumbnail
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✰ Merge Fields & Custom Variables

2
  • Merge Fields & Custom Variables (Merge Fields & Custom Variables)
    • List of Merge Fields
    • Overview of Merge Fields & Custom Variables
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✰ Miscellaneous

5
  • Miscellaneous (Miscellaneous)
    • Alpine HVAC Case Study
    • Rebilling, Reselling, and Wallets Explained
  • UX Issues (Miscellaneous)
    • CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS
    • Enabling Cross-Site Tracking (3rd Party Cookies)
    • My CRM Data is Loading Slowly What Can I Do?
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✰ Mobile App

18
  • Calendars (Mobile App)
    • How to Switch Contacts and Use Custom Values in the Mobile App Calendar
    • Multiple Calendar Views in Mobile App
    • Share Calendar Links from Mobile App
  • Contacts (Mobile App)
    • How to Use the Business Card Scanner in the Mobile App
  • Conversations (Mobile App)
    • Custom Conversation Providers in Mobile App
  • Get Started (Mobile App)
    • How to create invoices in HighLevel (Mobile App)
    • How to Download the Highlevel-Beta Mobile APP
    • How to Use Invoices in the Mobile App
    • Mobile Apps Overview
  • Mobile Payment (Mobile App)
    • Accept Payments on Stripe Mobile POS Terminals
    • Consolidated Payment Hub in Mobile App
    • Dynamic Products – Edit Details In Mobile Transaction
    • Mobile App POS Adjusts To iPad and Tablets Screens
    • Mobile Estimates Dashboard and Builder
    • Pay For Service Appointments In The Mobile App POS
  • Whitelabel Mobile App (Mobile App)
    • How to Promote and Customize Your Mobile App: A Comprehensive Guide
    • White Label the Android App
    • White Label the iPhone App
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✰ Notifications

3
  • Notifications (Notifications)
    • Activate Notifications
    • How to set up Custom Notifications as a User in a Sub-Account
    • Sales & Use Tax FAQ
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✰ Onboarding Series

2
  • Onboarding Series (Onboarding Series)
    • HighLevel Basic Ideas Overview
    • HighLevel Pricing Guide
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✰ Opportunities and Pipelines

25
  • Bulk Actions for Opportunities (Opportunities and Pipelines)
    • Bulk Edit Opportunities
    • How to delete ALL opportunities in a Pipeline
  • Getting Started with Opportunities (Opportunities and Pipelines)
    • Deleting and Restoring Opportunities
    • Editing Opportunities
    • Editing Opportunities Status
    • How to Decouple Owners for Contacts and Opportunities
    • How to use Custom Fields for Opportunities
    • How to use Custom Fields for Opportunities
    • Importing Opportunities
    • Step-by-Step Guide: Creating Opportunities
    • Step-by-Step Guide: Creating Pipelines
  • Introduction to Opportunities (Opportunities and Pipelines)
    • Understanding Opportunities in HighLevel
    • Understanding Pipelines
    • Understanding The Create New Opportunity Toggle
  • Managing Opportunities (Opportunities and Pipelines)
    • Customize Opportunity Cards in Board View
    • FAQs
    • Filtering Opportunities
    • How to Decouple Owners for Contacts and Opportunities
    • List View for Opportunities
    • Multiple Opportunities For The Same Person In The Same Pipeline
    • Searching for Opportunities
  • Manual Actions (Opportunities and Pipelines)
    • How to set up a Manual SMS action
    • Manual Call – How to add a Manual Call Action (Power Dialer)
  • Opportunities Module Interactions (Opportunities and Pipelines)
    • Automating Opportunities
    • Multiple Opportunities Toggle in Workflows
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✰ Payments

56
  • Invoices & Estimates (Payments)
    • Bank-Only Transfers for Invoice Payments (SEPA & ACH)
    • How to Edit Recurring Invoices
    • Invoices – New revamped UI
    • Pause and Resume Subscriptions
  • Orders, Subscriptions, and Transactions (Payments)
    • Create or Schedule Subscriptions and Send Invoice within Contact Details Page
  • Payment Settings & Integrations (Payments)
    • Adding PayPal Buttons to Payment Elements
  • Payments (Payments)
    • ACH Debit payment method on invoices
    • Apple Pay and Google Pay in invoices and Text2Pay links
    • Authorize.net integration for processing payments
    • Auto Payments in Recurring Templates
    • Common uses cases for Payments and Invoices
    • Create invoice templates and automatically send an invoice in a workflow using templates
    • Customize Email and SMS notifications for invoicing
    • How to add Payment Plans to your Invoices?
    • How to Add Recurring Products to Your Products List in Documents and Contracts
    • How to Add Setup Fees to Your Recurring Invoices
    • How to Automatically Calculate Sales Tax Based on Location
    • How to build a custom payments integration on the platform
    • How to Connect and Use Square Payment Processor in HighLevel
    • How to Create and Send Estimates Using in HighLevel
    • How to Create Coupons for Products
    • How to create invoices in HighLevel
    • How to create recurring Invoices
    • How to Enable Editable Quantities in Payment Links
    • How to enable Sales Receipts for Order Form, Calendar and Invoice payments
    • How to Implement Direct Checkout in Email Campaigns
    • How to integrate Razorpay within the CRM
    • How to manage Refunds within the CRM?
    • How to Send Confirmations After a Purchase/Order
    • How to send personalized payment links to multiple contacts?
    • How To Set Up A PayPal Integration
    • How to Set Up Automatic Tax Calculations in Invoices
    • How to Set Up Automatic Taxes for Fast Payment Links
    • How to Set Up Flexible Payment Plans in Invoices
    • How to set up the NMI integration?
    • How to Streamline Payments with Automated Invoice Reminders
    • How to Use BNPL in Order Forms and Payment Links
    • How to Use Partial Payment for Invoices
    • How to Use the Manual Payment Method in Your Ecommerce Store
    • How to View Invoices and Download Receipts in the Mobile App
    • How-to add Taxes Overview
    • Import Products / Price From Stripe
    • List of countries and bank acquirers available with NMI
    • Manage payment methods displayed with Stripe integration
    • Multiple recipient support on Proposals and Estimates
    • Payment Links
    • Payments – What is listed on the Subscriptions page?
    • Selling products on order forms with available payment providers
    • Setting up QuickBooks Integration
    • Subscription & Refund trigger for payments
    • Tap to Pay
    • Tax Inclusive or Exclusive Pricing
    • Text-To-Pay Links
    • Using Apple Pay and Google Pay in order forms
    • VAT FAQs
  • Products & Coupons (Payments)
    • How to Bulk Import Products into HighLevel
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✰ Phone System

88
  • A2P registration (Phone System)
    • [A2P Registration] Opt-In Form – Terms and Conditions Guidelines
    • A2P 10DLC Brand Approval Best Practices
    • A2P 10DLC Campaign Approval Best Practices
    • A2P 10DLC Campaign Vetting Changes – January 2023
    • A2P Sole Proprietor Brands Registration
    • Forbidden message categories for SMS and MMS in the US and Canada
    • Important Notice: Verify Your Sole Proprietor Brands OTP
    • LC Phone System Trust Center
    • List of campaign use case types for A2P 10DLC registration
    • Pricing and Fees for the A2P 10DLC Service
    • Unregistered 10DLC Message Fees Will Increase; Register Numbers by June 1, 2023 to Avoid Higher Unregistered Messaging Fees
    • US Phone Number Registrations
  • Calling (Phone System)
    • Call disconnected in mobile app only
    • Call Events Not Working for Twilio
    • Call status marking calls as completed when the client didn’t answer the call
    • Call Status Workflow Trigger Setup
    • Cannot find contacts in live transfer window – warm transfer
    • Geo Permissions Issues with Twilio
    • How to check logs for a specific Call in Twilio
    • How to Fix Bad Call Quality
    • How To Reduce ‘Spam Likely’ by Registering your Numbers on Free Caller Registry
    • How to Set Up Call Tracking (Number Pool)
    • How To Setup Automatic Calls and Voicemail Drops
    • Inbound Call Routing – Explained
    • Inbound Calling on Mobile APP
    • Outbound Calls / Softphone – How It Works
    • Outbound Calls using Dialer on Desktop Web App
    • Phone Call Redirect Loop
    • Purchase Twilio Number – “Please Select Bundle/Address to Purchase Number”
    • Recommendations and Best Practices for Maintaining a Positive Caller Reputation
    • Remediate ‘Spam Likely’ on your Caller ID using Free Caller Registry
    • Ring Incoming call to multiple users
    • Why are my Calls marked as Spam, and how can I avoid it (LC Phone)
  • General (Phone System)
    • Call Forwarding to Your HighLevel Phone Number
    • How to use Custom CSS to hide the Twilio error banner
    • How to use the client’s own Twilio account for the location?
    • Number Intelligence – Number Validation, Spam Detection, and Unknown Caller
    • Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)
  • LC Phone System (Phone System)
    • Fixing Failed Number Registrations (A2P Local and Toll-Free)
    • How do I migrate my agency and sub-account over to LC Phone?
    • How to Disable LC Phone System for your Agency
    • How to Enable Call Transcriptions for Recorded Calls
    • How to Purchase a Phone Number in a Sub-Account
    • How to Set Up Verified Caller ID (Use your number for Voice Calls)
    • How to Use Messaging Analytics for LC Phone
    • Know Your Customer (KYC) in the United Kingdom
    • LC Phone Pricing Structure
    • Regulatory Bundle and Address Creation for Sub-Accounts
    • What is LC – Phone System?
    • Why is your account suspended
  • Messaging (Phone System)
    • Action Required: UK SMS Messages Sent Via International Long Codes Will Be Blocked from June 1, 2023
    • An error has occured. Please try again. Error message: The From phone number is not a valid, SMS-capable inbound phone number or short code for your account.
    • Best Practices for SMS deliverability and Avoiding SMS Restrictions
    • Calculating SMS and MMS Costs: A Step-by-Step Guide
    • Common Unsuccessful SMS errors
    • How do I prevent my messages from being filtered by carriers(30007)?
    • How to check logs for a specific text message if you are connected to your own Twilio account
    • Incoming or inbound SMS message showing as calls / not showing at all
    • Incoming SMS only shows up in Conversation / not forwarding to the forwarding number
    • LC – Phone Messaging Policy
    • SMS Contains Pieces of Code
    • SMS is coming from a different Twilio number than the one in Phone Numbers tab
    • SMS Not Sending / Delivering to Contacts
    • SMS Restriction History
    • SMS still coming from old Twilio number when I got a new one?
    • Troubleshooting when Conversations are glitching
    • Twilio Error 21610 “The message from/to pair violates a blacklist rule” when sending SMS
    • Understanding the Potential Delivery Issues of Text Messages with Shortened URLs
    • Using media in SMS campaign – how will it look on receiver’s device?
    • What is the file size limit of an attachment to an SMS or an Email?
    • Which Twilio phone number will the leads be getting the SMS from?
  • Phone numbers (Phone System)
    • Deleting / Resetting a Twilio Number
    • Enable Your Landline For Text Messages In HighLevel
    • How to Assign Twilio Phone Numbers to Users
    • How to buy a toll free number inside GHL?
    • How to Purchase a Phone Number in a Sub-Account
    • How to request a number that’s not available?
    • How to restore a deleted Twilio number
    • Import Existing Twilio Numbers into HighLevel
    • Move Numbers From One Twilio Account To Another
    • Moving numbers out of an LC Phone Sub-account to the client’s own Twilio account
    • Moving numbers to an LC Phone Sub-account from the client’s own Twilio account
    • Moving Numbers tool across sub-accounts
    • Phone Number Settings Explained
    • Porting your telephone number (non-Twilio number) to a location
    • Toll-Free Verification Guide for LC – Phone (US/Canada)
  • Voicemail (Phone System)
    • Voicemail Drop File Conversion
    • Voicemail For Company And For Users
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✰ Priority Support Upgrade

1
  • Priority Support Upgrade (Priority Support Upgrade)
    • Priority Support Upgrade Overview
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✰ Reporting

22
  • Appointments (Reporting)
    • Appointment Report
  • Custom Reports (Reporting)
    • How to create and schedule reports
  • Tracking & Attribution (Reporting)
    • Appointment Report
    • Call Reporting
    • Chat Widget Attribution
    • Google Analytics 4 Tracking
    • How to add Client Spend to Google/Facebook Ad Reporting?
    • How to record Pageviews into Google Analytics for Funnels/Websites (GA4)
    • How to send data to Google Analytics within a Workflow
    • How to set up Facebook Ad Reporting
    • How to set up Google Ad Conversion Actions
    • How to set up Google Ad Precautionary Tracking Script
    • How to set up Google Ad Reporting
    • Reporting FAQs
    • Troubleshoot Guide For Google Ad Reporting
    • Troubleshooting Facebook Ad Reporting
    • Understanding Attribution Source (Ad Reporting)
    • Understanding Facebook Ad Reporting Terminology
    • Understanding Google Ad Reporting Terminology
    • Understanding Sales Velocity In Agent Reporting
    • User / Agent Reporting
    • When contact detail page is Missing Activity
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✰ Reputation Management & Reviews

18
  • Review Requests (Reputation Management & Reviews)
    • Call Tracking and Missed Call Text Back Through Google Business Profile
    • Customising Review Widgets in Reputation Management
    • How to Dispute a Google Review and Check on the Dispute Status
    • How to fix when the Review Request Email is not sending
    • How to send Review Request via Whatsapp
    • How to Send Review Requests
    • How to Set up Digital QR Code for Maximising Review Generation
    • How to Setup Workflow Triggers for Google and Facebook Reviews
    • Maximizing Customer Engagement with Reviews AI: A Guide to Suggestive and Auto-Pilot Modes
    • Reputation – Breaking Down the Reputation Overview Dashboard
    • Reputation – Breaking Down the Reviews Tab
    • Reputation Management – Customizing & Displaying the Review Widget
    • Reputation Management – How to Customize the Review Request Messages (SMS/Email)
    • Reputation Management – Market Comparison & why you should choose GHL to boost your online reputation
    • Review Request Balancing Across Platforms
    • Review widget – Powered By going to Bad request page
    • Spam Detection of Reviews
    • Yext: Online Listings Business Scan Report
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✰ Settings

32
  • Account Settings (Settings)
    • Account Billing Dashboard
    • Business Profile
    • Call Connect & Missed Call Text-Back
    • Company Object Automation
    • Google Drive Integration for Media Storage
    • How do I change my Client’s Address?
    • How do I find my Client’s Location ID?
    • Media Library Specs & Formats
    • Multi-Select in Media Storage
    • Where and how to configure the Missed Call Text Back feature
  • Agency Settings (Settings)
    • Agency Tax ID Guide
    • An Inside Look at Agency Company Settings: What You Need to Know
    • Common Billing Related Questions
    • Custom Menu Links
    • How do I change my Agency’s address?
    • How do I find my Agency’s Relationship Number?
    • How to Configure Brand System-Generated Links (API Domain)
    • How to Delete a Sub-Account/Locations
    • How to make agency subscription payments with 3DS cards?
    • How To Upgrade To The HighLevel Pro Plan
    • Login As User (Agency Admin Only)
    • Optimize Experience Features
  • User Settings (Settings)
    • Admin Vs. User Permissions
    • Agency | Managing user roles & permissions
    • Email Signatures
    • How to create a user or admin to manage multiple HL locations without giving them agency access?
    • Setting up Single-Sign-On (SSO) on HighLevel
    • Sub-account | Managing User Roles & Permissions
    • Troubleshooting Login issues
    • Understanding the Agency Owner Role in Your Agency Account: What You Need to Know
    • User Access
    • User Permissions, Assigned Data, and Owners
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✰ Sites

168
  • Analytics (Funnels, Websites, & QR Codes) (Sites)
    • Pie Chart Visualizations in Funnels and Websites Analytics
  • Blog (Sites)
    • Add Blog Post Element in Funnel(s) step or Website(s) page
    • Blog and Blog Post Statuses
    • Blogs Importer – Get All your Blog Posts
    • Canonical Link in Blog and Blog Post
    • Default Blog Flow – Getting Started with Blogs
    • How to add ‘Table of content’ to my blog?
    • How to Add Author(s) to The Blog Builder
    • How to add blog search and category navigation?
    • How to add Blog Sitemap?
    • How to Add Category
    • How to Create a Blog?
    • How to create Blog Post?
    • How to Customize Blog Design and Layout
    • How to Preview Blog Post
    • How to schedule a blog post?
    • How to Set Up an RSS Feed for Blogs
    • How to Update SEO for Blog Post
    • Sharing Blog Content Across Sub-Accounts via a Snapshot
    • What has changed in Blog?
  • Chat Widget (Sites)
    • Add HighLevel’s Chat Widget to Your Duda Website
    • Add HighLevel’s Chat Widget to Your Shopify Website
    • Add HighLevel’s Chat Widget to Your Squarespace Website
    • Add HighLevel’s Chat Widget to Your Weebly Website
    • Add HighLevel’s Chat Widget to Your Wix Website
    • Adding Custom Fields in the Chat Widget Contact Form
    • Chat Widget – Business Office Hours in Live Chat
    • Chat Widget – Send your leads to Whatsapp Chat
    • Getting Started with Chat Widget
    • How to Add Multiple Chat Widgets to the Same Website
    • How To Automatically Add Email Addresses & Phone Numbers From FB Chat Into Contact Record
    • How to Install HighLevel’s Chat Widget
    • Overview of Chat Widget Customizations
    • Use Google Analytics (GA4) to Track Website and Chat Widget Activity
  • Client Portal (Sites)
    • Branded Mobile App Builder: In-app Form and Customizer
  • Forms (Sites)
    • Analytics for Forms and Surveys
    • Conditional Logic in Forms
    • Email Notifications in Forms and Surveys
    • Email Verification feature in Forms and Surveys
    • Exporting Form answers to Google Sheets
    • Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)
    • How to add additional fields through Custom HTML/Javascript in Forms and Surveys
    • How To Create Automated Email Notifications for Form and Survey Submissions
    • How to Quickly Add and Edit Custom Fields in Forms and Surveys
    • How To Use and Rebill Auto-Complete Address
    • How to Use Products in Payment Element in Forms
    • How to Use SMS Verification in Forms and Surveys
    • How to Use the Enhanced Form Builder Features for Greater Flexibility
    • How to Use the Spread to Column Option in Forms and Surveys
    • How to use URL Parameters in Forms
    • Math Calculations in Forms/Surveys
    • No Slide Button in Survey
    • Payment in Forms (Including Donations)
    • Populate Custom Fields and capture in submission using Custom HTML/Javascript Logic
    • Revamped Forms and Surveys Submissions Page
    • Right Sidebar Revamp in Form and Survey Builder
    • Source Field in Forms and Surveys
    • Sticky Contact in Forms, Surveys, and Calendars
    • Themes in Forms/Surveys
    • Timezone in Forms and Surveys
    • Where Do Form Responses Show Up?
  • Funnels and Websites (Sites)
    • [New] Media Storage Help Document
    • 301 Redirects For Domains
    • Add Custom Values To Buttons In Funnel Builder
    • Adding Dynamic Text To Funnel Pages
    • Advanced Image Settings for Mobile & Desktop View
    • Canonical Links
    • Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
    • Converting funnels and websites with the new import feature
    • Creating Mobile-Responsive Designs Made Easy: Funnel & Website Builder
    • Custom Meta Tags
    • Custom Values not working on landing page? | Using URL Parameters in Funnels
    • Delay Appearance of Elements on Funnels or Websites using the Minute Timer
    • Desktop View VS Mobile View (Funnels)
    • Different Websites/ Funnels versions within the system
    • Disabling Search Engines from Indexing your Website/Funnel Page using Custom Tag
    • Dynamic Keyword Insertion Using URL Parameters (Guest Tutorial)
    • Element Duplication Efficiency (Global Templates)
    • Font Weight in Funnels and Websites
    • Funnel Paths
    • Funnel Statistics
    • Funnels & Websites | Creating Categories in the Navigation Menu
    • Funnels & Websites: Photos Gallery Element
    • Hide and Show Elements on Button Click (Funnels & Websites)
    • HighLevel Funnels On WordPress Websites
    • Hosted Video Player For Funnels
    • How to add a bump offer to your order form
    • How to Add a Slider / Carousel to your Funnels & Websites
    • How to Add Dynamic Animations to Text Elements
    • How to authorize card payments in funnels
    • How to authorize card payments in Websites
    • How to authorize card payments using the old funnel builder
    • How to authorize card payments using the old Website builder
    • How to change heading tags (h1, h2, etc) on funnels/websites
    • How to Create a Customizable 404 Error Page
    • How to Create and Add Products To a Funnel/ Website (Payments)
    • How to delay the appearance of elements
    • How to Easily Add and Edit Shadows in Your Website Builder
    • How to Enhance Your Content with Dynamic Visual Effects
    • How to Enhance Your Images in the Funnel and Website Builder with the Image Action Feature
    • How to fix Error while displaying webpage after a purchase
    • How to have different websites for desktop and phone
    • How to import a Funnel From ClickFunnels?
    • How To Make Corners Of Buttons Round
    • How to properly add a Hyperlink to funnels/websites
    • How To Redirect HighLevel Domains (www to non-www)
    • How to upgrade a Version 1 funnel to Version 2?
    • How to Use Prebuilt Elements in Your Funnels and Websites
    • How to Use Site and Funnel Analytics in HighLevel
    • How to use the Domain Connect feature?
    • How to Use the New Block Editor in Funnels and Websites
    • Hydration event in custom code in Funnels
    • Image Slider Element for Engaging Web Design
    • Import and or Cloning Funnels & Websites
    • Lead Generation with Hosted Videos Using Forms
    • Navigation Menu Revamp with Mega Navigation Support
    • Navigation Menus In The HighLevel Funnel Builder
    • Page View Triggers for Funnels and Websites
    • Products With Payment Plans + Authorization
    • Resolution of Figerprint Issue in Order form on WordPress
    • Save, Draft and Publish Funnels and Websites
    • Scroll to elements or sections in websites or funnels
    • SEO Meta Data
    • Shopping Cart Mode in One and Two-step Order forms (V2 Funnels only)
    • Show Popup on Entering Funnel/Website
    • Sites Overview
    • Social Media Icons
    • Split Testing in Funnels
    • Sticky Contact – Two-Step Order Form
    • Stripe Troubleshooting | Why is my Stripe Plan not shown in the Funnel Products?
    • Style the Funnel
    • Tracking Scripts/Pixel Code
    • Tracking Viewer Progress on a Funnel Hosted Video
    • Turn Videos Into Minimized Sticky Videos Upon Scroll
    • Two-Step Order Form (Step 1)
    • Two-Step Order Form (Step 2: Adding An Up-Sell Product)
    • Two-Step Order Form (Step 3: The Pop-Up & Scheduling)
    • Two-Step Order Form (Step 4: Thank you page & redirects)
    • Upsell products on funnels – Setup & Troubleshooting
    • Video Background
    • Web Widget Marketplace for Funnels and Websites Builder
    • Webinar Funnels
    • Why Tracking Code doesn’t get copied on copying a page?
  • General Setup (Sites)
    • Setting up Whitelabel Domain, API Domain, Email Sending Domain, Sites Domain, Client Portal Domain & more
    • XML Sitemaps
  • Privacy Policy (Sites)
    • How to link privacy policy when you collect personal data from your leads or customers
  • QR Codes (Sites)
    • How to create a QR Code linked with Review Page
    • How to create a QR Code linked with Website
  • Quizzes (Sites)
    • Quiz Builder
    • Workflow Trigger – Quiz Submitted
  • Surveys (Sites)
    • Exporting Survey Answers to Google Sheets
    • How to Create a Stylized Survey
    • New Footer in Surveys
    • Survey Create Contact on Partial Completion
    • Surveys with Conditional Logic
    • Where do Survey Answers Show Up
  • Troubleshooting Funnels (Sites)
    • Fixed / Parallax Background Image not showing on Mobile Phone, why?
    • Funnel Troubleshooting | Sticky Contacts not working on calendar/form in funnels
    • How to set up Root Domain/Subdomain for your Funnels/Websites?
    • Instant Redirect Page – Funnel Troubleshooting
    • Script not working? – Custom Javascript / HTML Code Validation Error Troubleshooting
    • SEO Metadata troubleshooting for GoHighLevel Pages
    • Stripe Troubleshooting | Why does my funnel product show ‘null’ in the Stripe Plan dropdown?
    • Why does my Domain not show the Edit Button?
    • Why does my Popup button have a Red Mark? | Disable Popup Option
  • Wordpress (Sites)
    • Cloning WordPress Websites in HighLevel
    • WordPress: Domain Connect Integration
    • WordPress: Single Sign On Admin
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✰ Tasks

2
  • Creating Tasks (Tasks)
    • Recurring Tasks
    • Managing Tasks (Tasks)
      • Task Management
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✰ Workflows

233
  • Developer Resources (Workflows)
    • Interactive Voice Response (IVR) Guide – Triggers & Actions
    • Trigger – Inbound Webhook
    • Trigger – Number Validation
    • Trigger – Video Tracking
  • Getting Started w/ Workflows (Workflows)
    • Appointment Options in IF-ELSE Action
    • Execution Logs & Enrolment History Enhancements
    • If Else action – Upgrades
    • Introduction to Workflows and Automations
    • New Discover button – Workflows
    • Workflow – Oauth2 in Custom Webhook
    • Workflow Notes, Action Notes & Sticky Notes
    • Workflows – Advanced Filters & Smart List
    • Workflows pro plan – Black friday & Cyber monday promotion
    • Workflows Pro Plan – Pricing
  • Troubleshooting Workflows (Workflows)
    • Facebook Conversion API Workflow Trigger Not Working
  • Unpublished Articles (Workflows)
    • How to set up Workflow Goal Events
  • Workflow Actions (Workflow)
    • Action – Goal Event
    • Conversation AI Post-Appointment Booking Actions
    • Workflow Action – Dare/Time Formatter
    • Workflow Action – Number Formatter
    • Affiliate Workflow Actions (Workflows)
      • Action – Add To Affiliate Campaign
      • Action – Add To Affiliate Manager
      • Action – Remove From Affiliate Campaign
      • Action – Update Affiliate
    • Appointments Workflow Actions (Workflows)
      • Workflow Action – Appointment Booking Conversation AI Booking Bot
      • Workflow Action – Update Appointment Status
    • Communication Workflow Actions (Workflows)
      • Action – Internal notification
      • Action – Manual Call
      • Action – Send Email
      • Action – Send SMS
      • Action – WhatsApp
      • Action – WhatsApp Customer Service Window Check
      • Workflow Action – Call
      • Workflow Action – Drip
      • Workflow Action – Edit Conversation
      • Workflow Action – GMB
      • Workflow Action – Manual SMS
      • Workflow Action – Review Request
      • Workflow Action – Slack Message
      • Workflow Action – Task Notification
      • Workflow Action – Voicemail
    • Contact Workflow Actions (Workflows)
      • Action – Add Contact Tag
      • Action – Add to Notes
      • Action – Create Contact
      • Action – Facebook & Instagram Interactive Messenger
      • Action – Find Contact
      • Action – Split
      • Action – Update Contact Field
      • Workflow Action – Add Leads under an Affiliate
      • Workflow Action – Add Manual Sales For An Affiliate
      • Workflow Action – Assign To User
      • Workflow Action – Assign User
      • Workflow Action – Copy Contact To Sub Account
      • Workflow Action – DND Contact
      • Workflow Action – Generate One Time Booking Link
      • Workflow Action – Go To
      • Workflow Action – GPT History
      • Workflow Action – GPT Powered by OpenAI
      • Workflow Action – Remove Assigned User
      • Workflow Action – Remove Contact Tag
      • Workflow Action – Reply In Comments
      • Workflow Action – Send Invoice
      • Workflow Actions – Add Contact Follower
      • Workflow Actions – Delete Contact
      • Workflow Actions – Log External Call
      • Workflow Actions – Modify Contact Engagement Score
      • Workflow Actions – Remove Contact Follower
      • Workflow Trigger – Facebook/Instagram – Comment(s) on a Post
    • Data Management (Workflows)
      • Workflow Action – Event Start Date
      • Workflow Action – Math Operation
      • Workflow Action – Text Formatter
    • Data Management Workflow Actions (Workflows)
      • Workflow Action – Array Function
    • Integrations Workflow Actions (Workflows)
      • Workflow Action – Add To Google AdWords
      • Workflow Action – Add To Google Analytics
      • Workflow Action – Custom Code
      • Workflow Action – Google Sheets
    • Internal Tools Workflow Actions (Workflows)
      • Action – Add to Workflow
      • Action – Drip
      • Action – If/Else
      • Action – Remove from Workflow
      • Action – Wait
      • Workflow Action – Go To
      • Workflow Action – If/Else
      • Workflow Action – Set Event Start Date
      • Workflow Action – Wait
    • IVR Workflow Actions (Workflows)
      • Workflow Action – IVR Connect Call
      • Workflow Action – IVR End Call
      • Workflow Action – IVR Gather Input On Call
      • Workflow Action – IVR Say/Play
      • Workflow Action – Record Voicemail
    • Memberships & Communities Workflow Actions (Workflows)
      • Action – Course Grant Offer
      • Action – Course Revoke Offer
    • Opportunity Workflow Actions (Workflows)
      • Action – Create/Update Opportunity
      • Workflow Action – Remove Opportunity
    • Payments Workflow Actions (Workflows)
      • Action – Send Estimate
      • Workflow Action – Stipe One Time Charge
      • Workflow Action – Stripe One Time Charge
    • Send Data Workflow Actions (Workflows)
      • Workflow Action – Update Custom Values
    • Social Media Communication (Workflows)
      • Workflow Action – Instagram DM
      • Workflow Action – Messenger
    • Webhooks Workflow Actions (Workflows)
      • Actions – Custom webhook
      • Actions – Webhook
    • Workflow AI Workflow Actions (Workflows)
      • Action – GPT Powered by OpenAI
      • Conversation AI: Multiple Messages in One Workflow Action
  • Workflow Builder (Workflows)
    • A List of Workflow Actions
    • A List of Workflow Triggers
    • Action – Add Leads under an Affiliate
    • Action – Add Manual Sales For An Affiliate
    • Action – Find Contact
    • Action – Math Operation
    • Action – Update Contact Field
    • Action – Update Contact Field – Date type field
    • Action – Webhook
    • Appointment scenarios in Workflow
    • Campaigns are no longer maintained
    • Create Task Event In Campaigns
    • Custom Code
    • End IVR call
    • Error Notifications in workflows
    • Facebook / Instagram – Interactive Messenger
    • Facebook / Instagram – User comments on a Post trigger
    • Facebook & Instagram comment automation
    • Facebook & Instagram comment automation FAQs
    • Facebook comments + Workflow AI
    • Getting Started with Workflows
    • GPT 4 Models – Workflow AI
    • Guide to Custom Webhook Workflow Action
    • Guide to Date/Time Formatter Workflow Action
    • Guide to Slack Workflow Action
    • History for GPT actions (AI Memory Key)
    • How To Attach Files to MMS Using Custom Values
    • How to Automatically Assign Users to Leads In Workflows
    • How to copy contacts from one sub-account to another sub-account?
    • How to Copy Workflow to another Sub-Account?
    • How to fetch product details purchased by customers in workflows
    • How to handle multiple rows in Google Sheets
    • How to Restore Deleted Workflow
    • How to set up Delete Contact action
    • How to use Email Template Builder in the Workflow Send Email Action
    • How to use Facebook comment automation for Facebook Groups
    • How to use the Google Sheets Premium Workflow Action?
    • How to use the Inbound Webhook Workflow Premium Trigger?
    • If Else New Features
    • In app call for IVR
    • Issue Certificates: Triggers and Actions
    • Multi Select for Forms, Surveys, Contains Phrase and Exact Match
    • Nested Folders
    • Pause Workflows on Certain Dates
    • Split Action
    • Standard Triggers – Contact Tag
    • Standard Triggers – Order Submitted
    • Text Formatter – How to format text the way you want
    • Troubleshooting Workflow Executions – Race Conditions
    • Understanding Workflow Behaviour with SMS and Customer Replies
    • Workflow – Array Functions Premium Action
    • Workflow Action – Reply In Comments
    • Workflow Builder Walkthrough
    • Workflow Folder Permission
    • Workflow Settings – Overview
    • Workflow Trigger – Payment received
    • Workflows vs Campaigns/Triggers (Deprecated features)
  • Workflow Triggers (Workflows)
    • Assign To User Trigger
    • Duplicating Triggers
    • Exact Match & Contains Phrase Triggers
    • How To Send New Membership Users Custom Emails With Their Login Information
    • How to Use Live Chat Triggers and Actions
    • Loop Lockouts
    • Messaging Error Code – SMS – Trigger
    • Positive Intent Trigger
    • Send Contact Info To Google Sheets Via Webhooks & Zapier
    • Task Trigger
    • Trigger a Google Ads Conversion
    • Trigger/workflow – Email/SMS Notifications to Client/Yourself (New Lead)
    • Triggers – Overview
    • When users are not getting SMS/Email notification
    • Workflow Trigger – Task Completed
    • Appointments Workflow Triggers (Workflows)
      • Workflow Trigger – Appointment Status
      • Workflow Trigger – Customer Booked Appointment
    • Communities Workflow Triggers (Workflows)
      • Community workflow trigger & action – Grant/ Revoke Private Channel Access
      • Gamification/ Leaderboard triggers and actions for Community groups
      • Trigger – Group access granted
      • Trigger – Group Access Revoked
      • Workflow Trigger – Courses New Sign Up
      • Workflow Trigger – Product Completed
    • Contact Workflow Triggers (Workflows)
      • Workflow Trigger – Birthday Reminder
      • Workflow Trigger – Birthday Reminder
      • Workflow Trigger – Contact Changed
      • Workflow Trigger – Contact Created
      • Workflow Trigger – Contact DND
      • Workflow Trigger – Contact Engagement Score
      • Workflow Trigger – Contact Tag
      • Workflow Trigger – Custom Date Remimder
      • Workflow Trigger – Note Added
      • Workflow Trigger – Note Changed
      • Workflow Trigger – Task Added
      • Workflow Trigger – Task Completed
      • Workflow Trigger – Task Reminder
      • Workflow Trigger – Trigger Link Clicked
      • Workflow Triggers – Note Changed
    • Courses Workflow Triggers (Workflows)
      • Workflow Trigger – Category Completed
      • Workflow Trigger – Courses User Login
      • Workflow Trigger – Offer Access Granted
      • Workflow Trigger – Offer Access Removed
    • Events Workflow Triggers (Workflows)
      • Workflow Trigger – Call Status
      • Workflow Trigger – Customer Replied
      • Workflow Trigger – Email Events
      • Workflow Trigger – Form Submitted
    • Facebook/Instagram Events Workflow Triggers (Workflows)
      • Workflow Trigger – Facebook lead form submitted
    • Forms and Surveys Workflow Triggers (Workflows)
      • Workflow Trigger – Funnel/Website Page View
      • Workflow Trigger – Survey Submitted
    • IVR Workflow Triggers (Workflows)
      • IVR – Start IVR Trigger
    • LinkedIn (Workflows)
      • Workflow Trigger – LinkedIn Lead Form Submitted
    • Notes Workflow Triggers (Workflows)
      • Trigger – Note Added
    • Opportunities Workflow Triggers (Workflows)
      • Workflow Trigger – Opportunity Changed
      • Workflow Trigger – Opportunity Created
      • Workflow Trigger – Opportunity status changed
      • Workflow Trigger – Order Form Submission
      • Workflow Trigger – Order Fulfilled
      • Workflow Trigger – Order Placed
      • Workflow Trigger – Order Submitted vs Order Form Submission
      • Workflow Trigger – Pipeline Stage Changed
      • Workflow Trigger – Stale Opportunities
      • Workflow Triggers – Opportunity Created
    • Payments Workflow Triggers (Workflows)
      • Trigger – Estimates
      • Trigger – Order Submitted
      • Trigger – Payment Received
      • Trigger – Refund
      • Trigger – Subscription
      • Workflow Trigger – Invoice
      • Workflow Trigger – Product Access Granted
      • Workflow Trigger – Product Access Removed
    • Shopify Workflow Triggers (Workflows)
      • Workflow Trigger – Abandoned Checkout
    • TikTok Workflow Triggers (Workflows)
      • Workflow Trigger – TikTok Form Submit
View Categories

How to create a QR Code linked with Website

< 1 min read

Table of Contents
  • HighLevel’s new QR code functionality allows businesses to generate custom QR codes with ease. Users can create dynamic QR codes that link to various digital assets such as websites or reviews page. The feature includes customisation options for branding, QR styling, and seamless integration into marketing campaigns, making it a powerful tool for enhancing customer engagement and streamlining operations.


    Creating QR Code linked with Website

    1. To create a QR Code linked to your website, go to “Sites” > “QR Codes” > “Create QR Code”.

    2. Add Name and Select “QR Type” as Website and click on Next.

    3. Add your website URL here. You can change this website URL later incase you want to redirect your users to a new link.

    4. You can edit Colour, Shape & Form, Center Logo and Background Image of the QR. You can test the QR and download the image in PNG format from here. Click on save to publish QR.

    5. For analytics related to QR codes, go to “QR Codes” > “Analytics”. You can find Analytics related to all the QR over here with total and unique scans.

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