HighLevel Support Portal
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Solutions
Knowledge base
Getting Started
Onboarding Series
5
Welcome To Your HighLevel Agency Account
Support Chat Widget Upgrade! LIVE 24/7 HighLevel Chat Support Just Got Better! (Jan 2023)
Ways to Get HighLevel Support 24/7
How to Get the Fastest Resolution Time Possible for Your Support Requests
[HighLevel Chat Support] Learn How to Select the Right Label
Email
General
17
Masking Sender Emails - From Name & Address
Setting Up SMTP Providers
Hide The SMTP Setup Help Doc Link
How To Make HTML Emails For HighLevel
Add Signatures To Email Replies & Manual Emails
View all 17
Email Builder
23
What changed in The Email Builder?
Email Templates vs Email Campaigns
How to send a Regular Email Campaign (Send Now or Schedule)?
How-to Send RSS Email Campaign(s)
How to Schedule Batch Email Campaign(s)?
View all 23
MailGun
14
Mailgun - Overview
Mailgun Setup - GoDaddy Domain Setup
MailGun Setup - HostGator Domain Setup
Mailgun Setup - Namecheap Domain Setup
Mailgun Setup - Siteground Domain Setup
View all 14
Deliverability
6
An Introduction To Email Deliverability
Why Are My Emails Going To Spam?
Why Can't I use My Free Email Address As The SMTP?
Guest Tutorial: Deliverability Masterclass for HighLevel by Seven Figure Agency
What is Email Deliverability?
View all 6
Troubleshooting Email
14
Emails Not Sending
Send Test Email Error in Campaign's Email step: An error occurred, please try again
Send Email Trigger Action Not Firing
Why are my email links changing and how to fix links in the email that do not open?
Mailgun error: too many requests
View all 14
Cold Email Scripts
0
Marketing
Social Planner
21
How to connect to your Facebook Page(s)
Facebook Publishing Troubleshooting Guide
How to connect to your Google My Business Location(s)
What's ideal Image and Video File Size and Dimensions in Social Planner
Google My Business Publishing Troubleshooting
View all 21
Campaigns
16
Custom Values / Merge Fields
Creating a Campaign - Basics
Campaigns Overview
Event Start Date - Campaign Configurations
Allow Multiple - Campaign Configurations
View all 16
Bulk Requests
1
Bulk Requests - Overview
Trigger Links
1
Trigger Links - Overview
SMS & Email Templates
1
SMS & Email Templates - Overview
Workflow Builder
20
Workflow Builder Overview
Workflow Builder - If/Else Conditional Event
Workflow Builder - Wait Event
Facebook Conversion API Workflow Trigger Not working?
Contact Changed Workflow Trigger
View all 20
AI Appointment Booking Bot
1
AI Conversational Appointment Booking Workflow and Setup
Phone
Twilio
11
Purchase a Twilio Phone Number
Import Existing Twilio Numbers into HighLevel
Deleting a Twilio Number
Phone numbers for users / Assign Twilio Numbers to Users
Which Twilio phone number will the leads be getting the SMS from?
View all 11
Phone Calls
8
Inbound Call Routing - Explained
Calls & Voicemail Drop Events
How to Set Up Call Tracking (Number Pool)
Voicemail Drop FAQ
Voicemail Drop File Conversion
View all 8
Troubleshooting Phone & SMS
25
Call Events Not Working
SMS Not Sending
Geo Permissions Issues
Fix Bad Call Quality
Purchase Twilio Number - "Please Select Bundle/Address to Purchase Number"
View all 25
Voicemail
1
Voicemail For Company And For Users
Softphone Dialer
2
Outbound Calls / Softphone - How It Works
Cannot find contacts in live transfer window - warm transfer
Affiliate Manager
Campaigns
3
Getting Started with the Affiliate Manager (Overview & FAQ)
Affiliate Manager - (Step 3) How to Set Up Your First Affiliate Manager Campaign
Affiliate Manager - (Step 1) How to Set Up your Affiliate Funnel with Products
Affiliates
2
Affiliate Manager - (Step 2) How to Add or Upload Affiliates
Affiliate Manager - How to Switch from FirstPromoter to Affiliate Manager?
Payouts
1
Affiliate Manager - (Step 4) How to Manage Affiliate Payouts
Workflows
Developer Resources
0
Surveys, Forms, and Chat
Forms
6
Where do Form answers show up
Exporting Form answers to Google Sheets
Sticky Contact - Form
How to use URL Parameters in Forms
No Slide Button in Survey
View all 6
Surveys
3
Surveys with Conditional Logic
Exporting Survey Answers to Google Sheets
Where do Survey Answers Show Up
Troubleshooting Surveys & Forms
1
Form "height" display issue on wordpress
Chat
4
Web Chat Widget
Automatically Add Email Addresses & Phone Numbers From FB Chat Into Contact Record
Setting Up Google My Business Chat
Troubleshooting GMB messages
Triggers
Triggers
16
Triggers - Overview
Duplicating Triggers
Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)
Trigger - Email/SMS Notification (Lead Replied)
Stale Opportunity (Decay) Trigger Overview
View all 16
Calendar & Scheduling
Calendar
18
Turning Off Alternate Time Zones
Embed a HighLevel Calendar
Calendar Sync Option explained
Display Multiple Calendars (For calendars under the Unassigned section only)
Custom Calendar Forms
View all 18
Troubleshooting Calendars
11
Contact got reassigned to another user when booking an appointment in Group calendar
Google Calendar Writer Access Error
When User calendar link doesn't show group calendars
What to do if the calendar says No slot available this month
How to fully re-integrate Google calendar for a User
View all 11
Opportunities & Pipeline
Opportunities & Pipeline
7
Create a Pipeline
Add Opportunities Automatically
Opportunities - How to View Notes
Opportunity Statuses - Won, Lost, and Abandoned
Multiple Opportunities For The Same Person In The Same Pipeline
View all 7
Reputation Management & Reviews
Review Requests
8
Reputation Management - How to Customize the Review Request Messages (SMS/Email)
How to Dispute a Google Review and Check on the Dispute Status
Review widget - Powered By going to Bad request page
How to fix when the Review Request Email is not sending
How to Send Review Requests
View all 8
Integrations
Online Listings Integration
1
One time Stripe Charge Action
Zapier Integration
6
Connect Your Zapier Account
Zapier Troubleshooting - Leads Coming into Wrong HighLevel Location
Zapier Troubleshooting - Duplicate Contacts or Added to Campaigns Multiple Times
Zapier Troubleshooting - Zap Isn't Working!
Create Tags & Tasks Via Zapier
View all 6
Stripe Integration
2
Stripe - Integration
How does the Stripe One Time Charge trigger work?
Facebook Integration
15
(Guest Tutorial) Pabbly Connect - How to integrate Facebook Leads Ads with Your Sub-Account
A Facebook Token Has Expired In Your HighLevel Account
Facebook Business Page Integration (Facebook Messenger)
Facebook Conversions API Trigger in Workflows
Facebook Domain Verification by Meta Tag
View all 15
QuickBooks
1
Setting up QuickBooks Integration
Manychat
0
Other Integrations
6
Setting Up ActiveProspect Consent Tracking On A HighLevel Form
Zoom Integration
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
Reserve With Google Webinar - Generate Bookings For Clients Right From Google!
View all 6
Shopify
3
How To Integrate HighLevel With Shopify
How To Use Shopify Variables
Shopify Elements in HighLevel
GMB integration
1
How to Integrate Your GMB into the CRM
TikTok
1
How to Integrate TikTok Lead Ads
Dashboard
Dashboard
3
Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
Dashboard Funnel chart opportunities explained
Lead source report explained
Conversations
Conversations
2
Unread VS Read - Must Manually Mark as Read
How to use Conversation Filters & Bulk Actions Overview
Contacts
Contacts / smartlist
15
Bulk Importing Contacts Via CSV Walkthrough
Getting Started With Smart Lists
Birthdays And How To Sort Contacts By Age
Merging Contacts
Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
View all 15
Manual Actions
2
Manual Call - How to add a Manual Call Action (Power Dialer)
Manual SMS - Event
HighLevel Affiliates
Affiliates
14
Become A HighLevel Affiliate
Promoting HighLevel As An Affiliate
Affiliate Assets
How to Set Up Affiliate Webhooks to Run Automations
5 Ways To Get Your First 5 Affiliates
View all 14
Weekly Q&A Recordings
Weekly Q&A Recordings
13
Weekly Q&A | Topic: Reviewing a Chiro Snapshot - Wednesday, November 6th, 2019
Weekly Q&A | Topic: Real Estate Snapshot Review - Wed, Nov 13th 2019
Weekly Q&A | Topic: Email Deliverability - Wed, Dec 4th 2019
Weekly Q&A | Topic: Webhooks - Wed, Dec 11th 2019
Weekly Q&A | Topic: Speed Updates - Wed, Jan 8th, 2020
View all 13
Account Snapshots
HighLevel Account Snapshots (FREE Templates)
0
Snapshots
9
Snapshots - Overview
Create Snapshots
Share Snapshots (With Other Agencies)
Import Snapshots
Load Snapshots Into Existing Account
View all 9
Industry Snapshots
17
Chiropractor Snapshot - $39 New Patient Appt + Survey
Mortgage Loan Snapshot - Home Buyers
Dentist Snapshot - Free Whitening Offer
Home Services Snapshot - $150 Next Service Appointment
Real Estate Snapshot - Home Buyers & Seller's Guide
View all 17
Settings
Agency Settings
13
Agency Settings
Why Aren't My Tags Saving In Triggers?
API Domain
How To Upgrade To The HighLevel Pro Plan
How to Delete Locations
View all 13
Account Settings
7
Company Settings
Hiding ToolTips With Custom CSS
Call Connect & Missed Call Text-Back
How do I change my Client's Address?
How do I find my Client's Location ID?
View all 7
User Settings
5
User Access
User Permissions, Assigned Data, and Owners
Email Signatures
Admin Vs. User Permissions
How to create a user or admin to manage multiple HL locations without giving them agency access?
Notifications
Notifications
3
Activate Notifications
Sales & Use Tax FAQ
How to set up Custom Notifications as a User in a Sub-Account
Release Notes
New Release Updates
6
Trigger And Campaign Folders
Jan 29th, 2020 - Email Event Trigger Live!
Jan 21st, 2020: Attach file via URL; Run all now; Remove assigned user action
Funnel Updates Jan 20, 2020: Save Sections + Clear Stats Live
Email Validation From MailGun In HighLevel
View all 6
Developer Resources
Developer Resources
3
HighLevel API
How to update your API keys
How to Use Webhook.site to Troubleshoot your API Requests
Advanced Configurations
3
Web Chat Widget - Advanced Configurations + Public API/Events
Creating Subaccounts Using Zapier
How to add Business Name in Zapier
Reporting
Tracking & Attribution
17
Understanding Attribution Traffic Sources
Understanding Google Ad Reporting Terminology
How to set up Google Ad Reporting
How to set up Google Ad Precautionary Tracking Script
Troubleshoot Guide For Google Ad Reporting
View all 17
Appointments
1
Appointment Report
Logic & Fulfillment
Logic & Fulfillment
39
Triggers
Zapier
Contact Flow
Campaigns
Webhooks
View all 39
Marketplace & Sales Trainings
Listings
1
HighLevel Listings
Whitelabel Desktop App
1
White Label the Desktop App
Compliance
2
GDPR Compliance and Data Privacy
HIPAA Compliance With HighLevel
Sales Trainings and Case Studies
29
Cold Outreach
How to prepare for SaaS Mode?
How to Land Qualified Demos for your Agency
How To Sell HighLevel Websites
How to Properly Present a Strategy Session
View all 29
Eliza
0
University
HighLevel How-To's
20
HighLevel How-To's: Build A Payment Page To Sign Up New Clients
How To Build A Double Opt-In Flow
How to setup HL Chat Widget as support for your clients
How to build an offer redemption flow
How to build Database Reactivation Campaigns that leverage Positive Intent and Chatbots in HighLevel
View all 20
SaaS Mode
Saas Mode
18
Best Practices For Using Stripe With Your Agency Dashboard
How To Connect Stripe To Your Agency Dashboard
Activate SaaS Mode, Request Payment, and Configure Twilio Rebilling
SaaS Mode Sub-Accounts Are Not Being Generated
User Level Permissions Vs Location Level Permissions
View all 18
Miscellaneous
UX Issues
2
Troubleshooting The 9 Dots Issue
My CRM Data is Loading Slowly What Can I Do?
Payments
Payments
11
Import Products / Price From Stripe
Text-To-Pay Links
How To Set Up A PayPal Integration
How to create invoices in HighLevel
How to create recurring Invoices
View all 11
Sites
Funnel Builder
55
Funnel Builder Overview - Full Funnel
Two-Step Order Form (Step 2: Adding An Up-Sell Product)
Two-Step Order Form (Step 1)
Domain Setup (Funnels & Websites)
Style the Funnel
View all 55
Blogs
6
Getting Started with Blogs
How to Update SEO for Blog Post
How to Add Category
How to Add Author(s) to The Blog Builder
How to Preview Blog Post
View all 6
Troubleshooting Funnels
9
Instant Redirect Page - Funnel Troubleshooting
Domain Troubleshooting (Funnels, Websites, Memberships, Whitelabel)
Stripe Troubleshooting | Why does my funnel product show 'null' in the Stripe Plan dropdown?
Script not working? - Custom Javascript / HTML Code Validation Error Troubleshooting
Why does my Domain not show the Edit Button?
View all 9
Membership Sites
12
Add Membership Signups To Funnel Pages
How To Build HighLevel Membership Sites
How to Create a Whitelabel Membership App (PWA)
How to Create Assessments/ Quizzes for Membership Courses
How To Do In-App Upsell In Membership?
View all 12
Websites
3
How to authorize card payments in Websites
How to authorize card payments using the old Website builder
How to add a bump offer to your order form
Reselling Products
Wordpress
6
How to resell WordPress to your clients
Getting Started with WordPress | Client side setup guide
List of blocked WordPress plugins
How to add an Additional Domain for WordPress site
WP File Manager Plugin (Stable Alternative for FTP Access)
View all 6
Yext
4
Online Listing Overview & Setup Doc
How to sell Yext as part of a SaaS Offer
How to deploy Yext directly without charging the client?
Getting started with Yext Lisitings
LC - Email & Phone Communications
LC - Phone
16
Why is my SMS cost so high?
How to Migrate an Agency and Sub-Account to LC - Phone?
How to buy a toll free number?
Using media in SMS campaign - how will it look on receiver's device?
Why is your account suspended
View all 16
WhatsApp
0
LC - Email
7
What is LC - Email? I want to know more
How to Migrate My Agency Over to LC - Email
How to Set Up Unsubscribe Links for LC - Email
Bounce Suspension
Email Authentication - DMARC
View all 7
LC Communication Billing
1
How do I analyze my Agency's Spend on LC Communications?
Mobile App
Whitelabel Mobile App
3
White Label the iPhone App
White Label the Android App
Making Your Whitelabel Zapier Connection Public
Get Started
2
How to Download the Highlevel-Beta Mobile APP
How to create invoices in HighLevel (Mobile App)
Priority Support Upgrade
Priority Support Upgrade
1
Priority Support Upgrade Overview
Agency Reporting
Rolled Up Reporting
1
Agency Rolled-up Reporting