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 18

• 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 18 articles

MailGun 12

• Mailgun - Overview
• Mailgun Setup - GoDaddy Domain Setup
• MailGun Setup - HostGator Domain Setup
• Mailgun Setup - Namecheap Domain Setup
• Mailgun Setup - Siteground Domain Setup

See all 12 articles

Deliverability 3

• An Introduction To Email Deliverability
• Why Are My Emails Going To Spam?
• Why Can't I use My Free Email Address As The SMTP?

Troubleshooting Email 9

• Emails Not Sending
• Send Test Email Error in Campaign's Email step: An error occurred, please try again
• Send Email Trigger Action Not Firing
• How to fix links in the email that do not open?
• Videos not showing in emails? - How to place a video in an email

See all 9 articles

Cold Email Scripts 0

Email Builder 4

• Building And Sending Emails With The Drag & Drop Email Builder
• Undo Or Revert Changes In Email Builder
• Custom Unsubscribe Links In Email Builder
• Importing HTML Emails Into Email Builder

Twilio 9

• 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 9 articles

Phone Calls 7

• Inbound Call Routing - Explained
• Calls & Voicemail Drop Events
• Call Tracking
• Voicemail Drop FAQ
• Voicemail Drop File Conversion

See all 7 articles

Troubleshooting Phone & SMS 18

• 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 18 articles

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 20

• Advanced - Round Robin for Sales Teams Using Zapier
• Creating a Campaign - Basics
• Campaigns Overview
• Event Start Date - Campaign Configurations
• Create Task Event In Campaigns

See all 20 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

Workflow Builder 5

• Workflow Builder Overview
• Workflow Builder - If/Else Conditional Event
• Workflow Builder - Wait Event
• Facebook Conversion API Workflow Trigger Not working?
• Contact Changed Workflow Trigger

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 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

See all 51 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 15

• 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 15 articles

Calendar 15

• 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

See all 15 articles

Troubleshooting Calendars 9

• Contact got reassigned to another user when booking an appointment in team calendar
• Google Calendar Writer Access Error
• When User calendar link doesn't show team calendars
• What to do if the calendar says No slot available this month
• How to fully re-integrate Google calendar for team member

See all 9 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 3

• Reviews, Review Requests, and the HighLevel Review Widget
• Report A Google Review And Check On Report Status
• Review widget - Powered By going to Bad request page

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 2

• Stripe - Integration
• How does the Stripe One Time Charge trigger work?

Facebook Integration 12

• 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

See all 12 articles

QuickBooks 1

• Setting up Quickbooks Integration

Manychat 1

• Syncing Manychat with High Level without duplicates

Other Integrations 3

• 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"

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 10

• 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

See all 10 articles

Manual Actions 0

Affiliates 9

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

See all 9 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 9

• Snapshots - Overview
• Create Snapshots
• Share Snapshots (With Other Agencies)
• Import Snapshots
• Load Snapshots Into Existing Account

See all 9 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 10

• Agency Settings
• Billing
• Custom CSS
• Why Aren't My Tags Saving In Triggers?
• API Domain

See all 10 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 11

• Attribution
• How to Use Attribution to show Leads Data for Facebook Ads reporting?
• Custom Events Google Analytics
• How To Set Up Attribution Tracking For Google Ads
• Calendars and Opportunities not showing up

See all 11 articles

Appointments 1

• Appointment Report

Logic & Fulfillment 38

• Triggers
• Zapier
• Contact Flow
• Opportunities
• Campaigns

See all 38 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

Sales Trainings and Case Studies 26

• 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

See all 26 articles

Eliza 1

• Eliza - Human Rollover

HighLevel How-To's 24

• How To Auto-Text Back Missed Calls (Missed-Call Text-Back)
• 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 24 articles

Saas Mode 11

• 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

See all 11 articles

Facebook 2

• Verifying Domains For iOS 14
• Clear Cache & Local Storage In Chrome Browser

UX Issues 1

• Troubleshooting The 9 Dots Issue

Payments 1

• Text-To-Pay Links