HighLevel Support Portal

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

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

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

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

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

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 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 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 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

Review Requests 1

• Reviews, Review Requests, and the HighLevel Review Widget

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 1

• Unread VS Read - Must Manually Mark as Read

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

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 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

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

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 1

• Activate Notifications

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 1

• HighLevel API

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 34

• Triggers
• Zapier
• Contact Flow
• Opportunities
• Campaigns

See all 34 articles

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

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

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 2

• Best Practices For Using Stripe With Your Agency Dashboard
• How To Connect Stripe To Your Agency Dashboard

Facebook 1

• Verifying Domains For iOS 14