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Knowledge base
Getting Started
Onboarding Series
7
Welcome To Your HighLevel Agency Account
On-boarding Video 1: Getting Started + Twilio & MailGun Setup
On-boarding Video 2: Adding A Location
On-boarding Video 3: Building Funnels!
On-boarding Video 4: Configuring Location From Snapshot
See all 7 articles
Email
General
12
Masking Campaign 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
See all 12 articles
MailGun
10
Mailgun - Overview
Mailgun Setup - GoDaddy Domain Setup
MailGun Setup - HostGator Domain Setup
Mailgun Setup - Namecheap Domain Setup
Mailgun Setup - Siteground Domain Setup
See all 10 articles
Deliverability
3
An Introduction To Email Deliverability
Why Are My Emails Going To Spam?
Why You Need Your Own Domain To Send Email
Troubleshooting Email
5
Emails Not Sending
Send Test Email Error in Campaign's Email step: An error occurred, please try again
Send Email Trigger Action Not Firing
The links in the email do not open and said "This site can't be reached"
Videos not showing in emails? - How to place a video in an email
Cold Email Scripts
0
Email Builder
3
Building And Sending Emails With The Drag & Drop Email Builder
Undo Or Revert Changes In Email Builder
Custom Unsubscribe Links In Email Builder
Phone
Twilio
6
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?
See all 6 articles
Phone Calls
7
Outbound Calls / Softphone - How It Works
Inbound Call Routing - Explained
Calls & Voicemail Drop Events
Call Tracking
Voicemail Drop FAQ
See all 7 articles
Troubleshooting Phone & SMS
12
Call Events Not Working
SMS Not Sending
Geo Permissions Issues
Fix Bad Call Quality
Purchase Twilio Number - "Please Select Bundle/Address to Purchase Number"
See all 12 articles
Voicemail
1
Voicemail For Company And For Users
Marketing
Campaigns
21
Campaigns Paused/Draft
Repeating Reminders For Recurring Meetings & Events (Guest Post)
How To Build SMS Opt-In Campaigns
Next Day Campaigns For Event Followup
Advanced - Round Robin for Sales Teams Using Zapier
See all 21 articles
Bulk Requests
1
Bulk Requests - Overview
Trigger Links
1
Trigger Links - Overview
SMS & Email Templates
1
SMS & Email Templates - Overview
HTML Builder
1
Adding Links to Images in the HTML Builder
Surveys, Forms, and Chat
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
See all 7 articles
Surveys
4
Surveys with Conditional Logic
Exporting Survey Answers to Google Sheets
Where do Survey Answers Show Up
Changing Survey Next Button, Background and Hiding Progress Bar
Troubleshooting Surveys & Forms
0
Chat
3
Live Chat Widget
Automatically Add Email Addresses & Phone Numbers From FB Chat Into Contact Record
Setting Up Google My Business Chat
Funnels & Websites
Funnel Builder
46
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
See all 46 articles
Troubleshooting Funnels
12
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?
Changing colour of Navigation Menu in a Template on Mobile View
Changing Colour of Buttons in Templates
See all 12 articles
Membership Sites
6
Add Membership Signups To Funnel Pages
How To Build HighLevel Membership Sites
Membership login credentials not working on email? - How to set up membership welcome email trigger properly
Memberships - Drip Content for Subcategories
Memberships | How to connect your custom domain / subdomain
See all 6 articles
Triggers
Triggers
13
Triggers - Overview
Duplicating Triggers
Trigger - Email/SMS Notifications to Client/Yourself (New Lead)
Trigger - Email/SMS Notification (Lead Replied)
Stale Opportunity (Decay) Trigger Overview
See all 13 articles
Calendar & Scheduling
Calendar
14
Turning Off Alternate Time Zones
Embed a HighLevel Calendar
Create New Calendar & Link to Google Calendar
Display Multiple Calendars (For calendars under the Unassigned section only)
Google Calendar Writer Access Error
See all 14 articles
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
See all 7 articles
Reputation Management & Reviews
Review Requests
1
Reviews, Review Requests, and the HighLevel Review Widget
Integrations
Online Listings Integration
1
One time Stripe Charge Action
Zapier Integration
8
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!
Zapier Troubleshooting - HighLevel Trigger Not Firing
See all 8 articles
Stripe Integration
3
Stripe - Integration
Stripe Testing | How to Add a Product on Stripe and Test it on HighLevel using Test API Keys
How does the Stripe One Time Charge trigger work?
Facebook Integration
8
A Facebook Token Has Expired In Your HighLevel Account
Facebook Business Page Integration (Facebook Messenger)
Facebook Lead Ad Integration
Facebook Pages Don't Show or Won't Connect
Facebook Troubleshooting - Integration Issues
See all 8 articles
QuickBooks
1
Setting up Quickbooks Integration
Manychat
1
Syncing Manychat with High Level without duplicates
Other Integrations
1
Setting Up ActiveProspect Consent Tracking On A HighLevel Form
Conversations
Conversations
1
Unread VS Read - Must Manually Mark as Read
Contacts
Contacts
6
Importing Contacts List
Birthdays And How To Sort Contacts By Age
Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
Uploading Contacts (which one should I choose?)
Bulk Actions For Contacts & SmartLists
See all 6 articles
Manual Actions
0
Smart lists
1
Getting Started With Smart Lists
HighLevel Affiliates
Affiliates
6
Become A HighLevel Affiliate
Promoting HighLevel As An Affiliate
Affiliate Assets
Affiliate Webhooks
5 Ways To Get Your First 5 Affiliates
See all 6 articles
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
See all 13 articles
Account Snapshots
HighLevel Account Snapshots (FREE Templates)
0
Snapshots
8
Snapshots - Overview
Create Snapshots
Share Snapshots (With Other Agencies)
Import Snapshots
Load Snapshots Into Existing Account
See all 8 articles
Industry Snapshots
18
Marketing Agency
Chiropractor Snapshot - $39 New Patient Appt + Survey
Mortgage Loan Snapshot - Home Buyers
Dentist Snapshot - Free Whitening Offer
Home Services Snapshot - $150 Next Service Appointment
See all 18 articles
Settings
Agency Settings
7
Agency Settings
Billing
Custom CSS
Why Aren't My Tags Saving In Triggers?
API Domain
See all 7 articles
Account Settings
2
Company Settings
Hiding ToolTips With Custom CSS
User Settings
6
User Access
User Permissions, Assigned Data, and Owners
Password Reset
Email Signatures
Admin Vs. User Permissions
See all 6 articles
Notifications
Notifications
1
Activate Notifications
Features & 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
See all 6 articles
Developer Resources
Developer Resources
1
HighLevel API
Reporting
Tracking & Attribution
9
How To Setup Facebook UTM Parameters For Attribution Reporting
Attribution
Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
How to Use Attribution to show Leads Data for Facebook Ads reporting?
Custom Events Google Analytics
See all 9 articles
Appointments
1
Appointment Report
Logic & Fulfillment
Logic & Fulfillment
34
Triggers
Zapier
Contact Flow
Opportunities
Campaigns
See all 34 articles
Case Studies & Sales Trainings
Sales Trainings and Case Studies
16
Cold Outreach
How to Land Qualified Demos for your Agency
How To Sell HighLevel Websites
How to Properly Present a Strategy Session
How to crush your closing calls
See all 16 articles
Marketplace
Listings
1
HighLevel Listings
Whitelabel Desktop App
1
White Label the Desktop App
Whitelabel Mobile App
2
White Label the iPhone App
White Label the Android App
HIPAA Compliance
1
HIPAA Compliance With HighLevel
SaaS Trainings
1
How to prepare for SaaS Mode?
Eliza
1
Eliza - Human Rollover
University
HighLevel How-To's
23
How To Auto-Text Back Missed Calls
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
See all 23 articles
SaaS Mode
Saas Mode
2
Best Practices For Using Stripe With Your Agency Dashboard
How To Connect Stripe To Your Agency Dashboard
Miscellaneous
Facebook
1
Verifying Domains For iOS 14