HighLevel Support Portal

Onboarding Series 3

• Welcome To Your HighLevel Agency Account
• Ways to Get HighLevel Support 24/7
• How to Get the Fastest Resolution Time Possible for Your Support Requests

General 18

• Masking Sender Emails - From Name & Address
• Creating Unsubscribe Link in HighLevel
• Setting Up SMTP Providers
• Hide The SMTP Setup Help Doc Link
• How To Make HTML Emails For HighLevel

View all 18

Email Builder 21

• 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 21

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 7

• 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 7

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

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
• Call Tracking
• Voicemail Drop FAQ
• Voicemail Drop File Conversion

View all 8

Troubleshooting Phone & SMS 23

• 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 23

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

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 17

• 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 17

Social Planner 16

• How to connect to your Google My Business Location(s)
• How to connect to your Facebook Page(s)
• Facebook Publishing Troubleshooting Guide
• What's ideal Image and Video File Size and Dimensions in Social Plan
• Google My Business Publishing Troubleshooting

View all 16

AI Appointment Booking Bot 1

• AI Conversational Appointment Booking Workflow and Setup

Developer Resources 0

Forms 7

• Where do Form answers show up
• Exporting Form answers to Google Sheets
• Sticky Contact - Form
• How To Set Up A HighLevel Chat Widget
• How to use URL Parameters in Forms

View all 7

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 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 17

• 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 17

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 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

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

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 14

• 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
• Facebook Lead Ad Integration

View all 14

QuickBooks 1

• Setting up QuickBooks Integration

Manychat 0

Other Integrations 5

• 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!

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

Dashboard 3

• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• Dashboard Funnel chart opportunities explained
• Lead source report explained

Conversations 1

• Unread VS Read - Must Manually Mark as Read

Contacts / smartlist 13

• Importing Contacts List
• 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 13

Manual Actions 2

• Manual Call - How to add a Manual Call Action (Power Dialer)
• Manual SMS - Event

Affiliates 19

• Become A HighLevel Affiliate
• Promoting HighLevel As An Affiliate
• Affiliate Assets
• Affiliate Webhooks
• 5 Ways To Get Your First 5 Affiliates

View all 19

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

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

Agency Settings 13

• Agency Settings
• Why Aren't My Tags Saving In Triggers?
• API Domain
• Agency Navigation Menu Order Changes
• How To Upgrade To The HighLevel Pro Plan

View all 13

Account Settings 6

• 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 6

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 2

• Activate Notifications
• Sales & Use Tax FAQ

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 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

Tracking & Attribution 16

• 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 16

Appointments 1

• Appointment Report

Logic & Fulfillment 40

• Triggers
• Zapier
• Contact Flow
• Campaigns
• Webhooks

View all 40

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

HighLevel How-To's 21

• 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 21

Saas Mode 17

• 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 17

UX Issues 2

• Troubleshooting The 9 Dots Issue
• My CRM Data is Loading Slowly What Can I Do?

Payments 7

• 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 7

Funnel Builder 51

• 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 51

Blogs 5

• 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

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 10

• Add Membership Signups To Funnel Pages
• How To Build HighLevel Membership Sites
• How To Do In-App Upsell In Membership?
• How To Do One-Click Upsell In Membership?
• How to Manage Comments In Memberships

View all 10

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

Wordpress 5

• How to resell WordPress to your clients
• Getting Started with WordPress | Client side setup guide
• List of blocked plugins
• How to add an Additional Domain for WordPress site
• WP File Manager Plugin (Stable Alternative for FTP Access)

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

Phone System 10

• Why is my SMS cost so high?
• A2P 10DLC
• Twilio ISV + A2P 10DLC
• How to buy a toll free number?
• Using media in SMS campaign - how will it look on receiver's device?

View all 10

WhatsApp 0

Email 2

• LeadConnector Email
• Migrating over to Leadconnector emails

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 1

• Priority Support Upgrade Overview