HighLevel Support Portal
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Solutions
Knowledge base
Getting Started
Onboarding Series
6
Welcome To Your HighLevel Agency Account
Support Chat Widget Upgrade! LIVE 24/7 HighLevel Chat Support Just Got Better! (Jan 2023)
How to Create a New Support Request 24/7
How to Get the Fastest Resolution Time Possible for Your Support Requests
[HighLevel Chat Support] Learn How to Select the Right Label
View all 6
Email
General
3
Masking Sender Emails - From Name & Address
Email Services Configuration - Reply & Forward Settings
List of all outgoing system generated emails
MailGun
15
Mailgun - Overview
Step-by-step guide to set up Mailgun
Mailgun Setup - GoDaddy Domain Setup
MailGun Setup - HostGator Domain Setup
Mailgun Setup - Namecheap Domain Setup
View all 15
Deliverability
7
An Introduction To Email Deliverability
Step by Step guide to Creating Custom Unsubscribe Links
Workflow Action based on Email Event Clicked/Opened
Why Are My Emails Going To Spam?
What is Email Deliverability? - A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox
View all 7
Troubleshooting Email
9
Common Unsuccessful Email errors in Conversation
How to check logs for a specific email in Mailgun
How to fix links in the email that do not open?
When email replies are not showing up in Conversation
Mailgun replies not working when using WIX as the domain provider
View all 9
SMTP Providers
8
Setting Up SMTP Providers
Using Google/Gmail/GSuite as your SMTP Provider
Setting alias for Google smtp
Using SendGrid As The SMTP Provider
Using Zoho as your SMTP Provider
View all 8
Cold Email Scripts
0
Marketing
Social Planner
23
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 23
Campaigns
16
Custom Values / Merge Fields
Creating a Campaign - Basics
Campaigns Overview
Event Start Date - Campaign Configurations
Allow Multiple - Campaign Configurations
View all 16
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
Bulk Requests
1
Bulk Requests - Overview
Trigger Links
1
Trigger Links - Overview
SMS & Email Templates
1
SMS & Email Templates - Overview
Workflow Builder
31
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 31
AI Appointment Booking Bot
1
AI Conversational Appointment Booking Workflow and Setup
Phone System
Twilio
12
How to Purchase a Phone Number in a Sub-Account
Import Existing Twilio Numbers into HighLevel
Deleting / Resetting 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 12
Calling
18
Call Events Not Working
Geo Permissions Issues
Purchase Twilio Number - "Please Select Bundle/Address to Purchase Number"
Calls Not Recording
Phone Call Redirect Loop
View all 18
Messaging
16
SMS Not Sending
SMS Contains Pieces of Code
SMS still coming from old Twilio number when I got a new one?
Incoming SMS only shows up in Conversation / not forwarding to the forwarding number
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.
View all 16
Voicemail
3
Voicemail For Company And For Users
Voicemail Drop FAQ
Voicemail Drop File Conversion
Phone numbers
9
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
How to buy a Twilio number for the HighLevel location inside Twilio console?
Phone Number Settings Explained
View all 9
LC - Phone
14
How do I migrate my agency and sub-account over to LC Phone?
Why is your account suspended
Regulatory Bundle and Address Creation for Sub-Accounts
Forbidden message categories for SMS and MMS in the US and Canada
What is LC - Phone System?
View all 14
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
3
Affiliate Manager - (Step 2) How to Manually Add or Bulk Upload Affiliates
Affiliate Manager - How to Switch from FirstPromoter to Affiliate Manager?
How to import contacts to Affiliate Manager
Payouts
1
Affiliate Manager - (Step 4) How to Manage Affiliate Payouts
Affiliate Manager Automation
1
How to automatically add, remove, and update an Affiliate using Workflows
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
11
HighLevel Chat Widget: How to Add It to Your Pages in Minutes
Automatically Add Email Addresses & Phone Numbers From FB Chat Into Contact Record
Setting Up Google My Business Chat
Troubleshooting GMB messages
How do I find my Google My Business Chat Business Messaging Agent ID?
View all 11
Triggers
Triggers
15
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 15
Calendar & Scheduling
Calendar
21
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 21
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
9
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 9
Integrations
Online Listings Integration
1
One time Stripe Charge Action
Zapier Integration
7
How to connect your HighLevel Sub-Account with Zapier
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 7
Stripe Integration
2
Stripe - Integration
How does the Stripe One Time Charge trigger work?
Facebook Integration
18
(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 Conversion Leads Walkthrough
Facebook Conversions API Trigger in Workflows
View all 18
QuickBooks
1
Setting up QuickBooks Integration
Manychat
0
Other Integrations
8
Setting Up ActiveProspect Consent Tracking On A HighLevel Form
How to set up the Zoom Integration for Users' Calendar Bookings
Google Integration going to This site can't be reached page "Check if there is a typo in highlevel-backend.appspot.com"
How to set up appointment reminder workflow with Zoom location
Reserve With Google Webinar - Generate Bookings For Clients Right From Google!
View all 8
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
17
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 17
Manual Actions
2
Manual Call - How to add a Manual Call Action (Power Dialer)
Manual SMS - Event
HighLevel Affiliates Program
Affiliates Program
13
Become A HighLevel Affiliate
Promoting HighLevel As An Affiliate
How to Set Up Affiliate Webhooks to Run Automations
5 Ways To Get Your First 5 Affiliates
The HighLevel Affiliate Policy
View all 13
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
12
An Inside Look at Agency Company Settings: What You Need to Know
Why Aren't My Tags Saving In Triggers?
How to Brand System-Generated Links (API Domain)
How To Upgrade To The HighLevel Pro Plan
How to Delete Locations
View all 12
Account Settings
8
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 8
User Settings
7
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?
View all 7
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
5
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
New HighLevel Trigger Action - Remove Opportunity From A Pipeline
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
40
Triggers
Zapier
Contact Flow
Campaigns
Webhooks
View all 40
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
22
Best Practices For Using Stripe With Your Agency Dashboard
How To Connect Stripe To Your Agency Dashboard
Activate SaaS Mode, Request Payment, and Configure Phone Rebilling
SaaS Mode Sub-Accounts Are Not Being Generated
SaaS User Level Permissions Vs Sub-Account Level Permissions
View all 22
Miscellaneous
UX Issues
2
Troubleshooting The 9 Dots Issue
My CRM Data is Loading Slowly What Can I Do?
Payments
Payments
16
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 16
Sites
Funnel Builder
56
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 56
Blogs
8
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 8
Troubleshooting Funnels
9
Instant Redirect Page - Funnel Troubleshooting
How to set up Root Domain/Subdomain for your Funnels/Websites?
Stripe Troubleshooting | Why does my funnel product show 'null' in the Stripe Plan dropdown?
Script not working? - Custom Javascript / HTML Code Validation Error Troubleshooting
Why does my Domain not show the Edit Button?
View all 9
Membership Sites
14
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 14
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
10
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 10
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
WhatsApp
0
LC - Email
11
What is LC - Email? I want to know more
Email Validation From Maligun within the CRM
How to Migrate My Agency Over to LC - Email
How to Set Up Unsubscribe Links for LC - Email
What is email Bounce Suspension, and how to avoid it
View all 11
LC Communication Billing
1
How do I analyze my Agency's Spending 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
2
Agency Rolled-up Reporting
How to schedule and send email reports to your sub-accounts?
Template Library
Template Library
1
How does the Template Library work?
Content AI
Content AI
4
Content AI in Social Planner
Content AI in the Email Builder
How to Find Past Records of Content Generated by Content AI
How to Enable and Rebill Content AI?
Prospecting
Prospecting
1
How to Generate More Leads Using GHL’s Prospecting Tool - The Ultimate Guide
Eliza Agent Platform
Eliza Agent Platform Onboarding
6
Eliza Agent Platform - Introduction and FAQs
Eliza Agent Platform Settings
Eliza Agent Platform Conversations
Eliza Agent Platform Search Tools
Eliza Agent Platform Dashboard
View all 6
