Software Migration Guides (Customer Support) – Knowledge Base

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✰ Affiliate Manager

36

Affiliate Manager Automation (Affiliate Manager)
Affiliates (Affiliate Manager)
Campaigns (Affiliate Manager)
Getting Started (Affiliate Manager)
Payouts (Affiliate Manager)
Reporting and Insights (Affiliate Manager)
- Affiliate Manager Dashboard

✰ Agency Reporting

6

Rolled Up Reporting (Agency Reporting)

✰ 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)
Reselling (Agency View)
- SaaS: Reselling Add-Ons with SaaS Plans

✰ AI Employee

43

Content AI (AI Employee)
Conversation AI (AI Employee)
Funnel AI (AI Employee)
- How to Enable and Rebill Funnel AI
Get Started w/ AI Employee (AI Employee)
Voice AI (AI Employee)
Workflow AI (AI Employee)
- Workflow AI Assistant

✰ 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)
Calendar Integrations (Calendars & Appointments)
Calendar Settings & Preferences (Calendars & Appointments)
Creating Calendars (Calendars & Appointments)
Getting Started w/ Calendars (Calendars & Appointments)
- Embedding HighLevel Calendars using HTML Code
Scheduling Appointments (Calendars & Appointments)
Troubleshooting Calendars (Calendars & Appointments)

✰ Certificates

8

Issue Certificates (Certificates)
Templates (Certificates)

✰ Client Portal

13

Client Portal (Client Portal)

✰ Companies

1

Getting Started with Companies

✰ Compliance

3

Compliance (Compliance)

✰ Contacts

34

Bulk Actions (Contacts)
Contact Details View (Contacts)
- Create Subscriptions & Invoices in Contact Profile
Contacts (Contacts)
Getting Started with Contacts (Contacts)
- Importing Contacts
Smart Lists (Contacts)
Updating Contact Properties (Contacts)
- Associating Contacts using Custom Labels

✰ Conversations

18

Conversations (Conversations)

✰ CRM

1

Managing your CRM Views (CRM)
- Searching an Object Record

✰ Custom Objects.

9

Associations (Custom Objects.)
- Associations for Custom Objects
Getting Started with Custom Objects (Custom Objects.)
Managing Custom Object Records (Custom Objects.)

✰ Customer Support

19

General Support Info (Customer Support)
Software Migration Guides (Customer Support)

✰ Dashboards

35

Configuring Dashboards (Dashboards)
- How to Create Dashboard Templates
- How to Customize Dashboard Themes
Dashboard Widgets (Dashboards)
Getting Started w/ Dashboards (Dashboards)

✰ Documents and Contracts

17

Documents and Contracts (Documents and Contracts)

✰ Domain Purchase

2

Domain Purchase (Domain Purchase)
- How to Enable and Rebill Domain Purchase?
- How to Purchase Domain Step by Step

✰ E-commerce store

30

E-Commerce Store (E-Commerce Store)

✰ Eliza Agent Platform

6

Eliza Agent Platform Onboarding (Eliza Agent Platform)

✰ Email

74

Deliverability (Email)
General (Email)
LC Communication Billing (Email)
- How do I analyze my Agency’s Spending on LC Communications?
LC Email (Email)
MailGun (Email)
SMTP Providers (Email)
Troubleshooting Email (Email)

✰ Extra Addons

57

Online Listings
WhatsApp
WordPress Hosting

✰ Industry Guides

13

Industry Playbooks (Industry Guides)

✰ Integrations

44

Facebook Integration (Integrations)
Google Integrations (Integrations)
Online Listings Integration (Integrations)
- One time Stripe Charge Action
Other Integrations (Integrations)
Private Integrations (Integrations)
- Private Integrations: Everything you need to know
QuickBooks (Integrations)
- Automatic Review Request When Invoice Paid in Quickbooks
Shopify (Integrations)
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)

✰ Internationalization

1

The Internationalization of High Level (Internationalization)
- The Internationalization Of HighLevel Has Begun!

✰ 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 happens to your data when you cancel your HighLevel Subscription?
Zapier

✰ Marketing

152

Ad Manager (Marketing)
AI Appointment Booking Bot (Marketing)
- AI Conversational Appointment Booking Workflow and Setup
- Appointment Booking Conversation AI Workflow Action
Brand Board (Marketing)
Bulk Requests (Marketing)
- Bulk Requests – Overview
Campaigns (Marketing)
Countdown Timer (Marketing)
Email Builder (Marketing)
SMS & Email Templates (Marketing)
Social Planner (Marketing)
Template Library (Marketing)
Trigger Links (Marketing)
- Trigger Links – Overview

✰ Memberships and Communities

52

Communities (Memberships and Communities)
Membership/Courses Sites (Memberships and Communities)

✰ Merge Fields & Custom Variables

2

Merge Fields & Custom Variables (Merge Fields & Custom Variables)
- List of Merge Fields
- Overview of Merge Fields & Custom Variables

✰ Miscellaneous

5

Miscellaneous (Miscellaneous)
- Alpine HVAC Case Study
- Rebilling, Reselling, and Wallets Explained
UX Issues (Miscellaneous)

✰ Mobile App

18

Calendars (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)
Mobile Payment (Mobile App)
Whitelabel Mobile App (Mobile App)

✰ Notifications

3

Notifications (Notifications)

✰ Onboarding Series

2

Onboarding Series (Onboarding Series)
- HighLevel Basic Ideas Overview
- HighLevel Pricing Guide

✰ 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)
Introduction to Opportunities (Opportunities and Pipelines)
Managing Opportunities (Opportunities and Pipelines)
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

✰ Payments

56

Invoices & Estimates (Payments)
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)
Products & Coupons (Payments)
- How to Bulk Import Products into HighLevel

✰ Phone System

88

A2P registration (Phone System)
Calling (Phone System)
General (Phone System)
LC Phone System (Phone System)
Messaging (Phone System)
Phone numbers (Phone System)
Voicemail (Phone System)
- Voicemail Drop File Conversion
- Voicemail For Company And For Users

✰ Priority Support Upgrade

1

Priority Support Upgrade (Priority Support Upgrade)
- Priority Support Upgrade Overview

✰ Reporting

22

Appointments (Reporting)
- Appointment Report
Custom Reports (Reporting)
- How to create and schedule reports
Tracking & Attribution (Reporting)

✰ Reputation Management & Reviews

18

Review Requests (Reputation Management & Reviews)

✰ Settings

32

Account Settings (Settings)
Agency Settings (Settings)
User Settings (Settings)

✰ Sites

168

Analytics (Funnels, Websites, & QR Codes) (Sites)
- Pie Chart Visualizations in Funnels and Websites Analytics
Blog (Sites)
Chat Widget (Sites)
Client Portal (Sites)
- Branded Mobile App Builder: In-app Form and Customizer
Forms (Sites)
Funnels and Websites (Sites)
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)
Troubleshooting Funnels (Sites)
Wordpress (Sites)

✰ Tasks

2

Creating Tasks (Tasks)
- Recurring Tasks
- Managing Tasks (Tasks)
  - Task Management

✰ Workflows

233

Developer Resources (Workflows)
Getting Started w/ Workflows (Workflows)
Troubleshooting Workflows (Workflows)
- Facebook Conversion API Workflow Trigger Not Working
Unpublished Articles (Workflows)
- How to set up Workflow Goal Events
Workflow Actions (Workflow)
Workflow Builder (Workflows)
Workflow Triggers (Workflows)

View Categories

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Shopify to HighLevel (Migration Guide)
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Squarespace to HighLevel (Migration Guide)
Typeform to HighLevel (Migration Guide)
Wix to HighLevel (Migration Guide)
Zoho to HighLevel (Migration Guide)

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