HighLevel Support Portal

General Support Info 1

• 24/7 Customer Support Options

Priority Support Upgrade 0

Billing Support 0

General 5

• Sending Priority - From Name & Address
• Email Services Configuration - Reply & Forward Settings
• List of all outgoing system generated emails
• Filter Contacts by Email Stats and Enhanced Filtering Options
• Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!

MailGun 16

• 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 16

Deliverability 8

• 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 8

Troubleshooting Email 9

• Email Error Library for supported SMTPs
• 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
• LC Email / Mailgun replies not working when using WIX as the domain provider

View all 9

SMTP Providers 8

• Setting Up SMTP Providers
• Using Google/Gmail/Google Workspace as your SMTP Provider
• Setting alias for Google smtp
• Using SendGrid As The SMTP Provider
• Using Zoho as your SMTP Provider

View all 8

LC Email 18

• What is LC Email?
• 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
• Email Authentication - DMARC

View all 18

LC Communication Billing 1

• How do I analyze my Agency's Spending on LC Communications?

General 3

• How to validate phone numbers (SMS) ?
• How to use the client's own Twilio account for the location?
• Setting up webhooks to receive incoming calls, messages and status updates for calls (for Twilio users)

Calling 22

• 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 22

LC Phone System 10

• 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
• What is LC - Phone System?
• LC Phone Pricing Structure

View all 10

Messaging 20

• SMS Not Sending / Delivering to Contacts
• 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 20

A2P registration 12

• US Phone Number Registrations
• [A2P Registration] Opt-In Form - Terms and Conditions Guidelines
• A2P 10DLC Brand Approval Best Practices
• A2P Sole Proprietor Brands Registration
• List of campaign use case types for A2P 10DLC registration

View all 12

Voicemail 2

• Voicemail For Company And For Users
• Voicemail Drop File Conversion

Phone numbers 15

• 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
• Phone Number Settings Explained
• How to buy a toll free number inside GHL?

View all 15

Smart Lists 21

• Adding Files To Contacts
• Allow duplicate contact explained
• Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
• Birthdays And How To Sort Contacts By Age
• Bulk Actions For Contacts & SmartLists

View all 21

Bulk Actions 2

• Bulk Importing Contacts Via CSV Walkthrough
• Bulk Add and Remove Tags from Contacts

Manual Actions 2

• Manual Call - How to add a Manual Call Action (Power Dialer)
• How to set up a Manual SMS action

Opportunities & Pipeline 8

• Introduction to Opportunities
• Getting Started with Opportunities
• Managing Opportunities
• Opportunities Module Interactions
• Multiple Opportunities For The Same Person In The Same Pipeline

View all 8

Opportunities 0

Contacts 6

• Documents
• Smartlists
• Contact Type
• Followers
• Internal Tasks for your Team

View all 6

Custom Fields 0

Campaigns 10

• 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
• How to add 2nd Tier Commission in Affliate Manager?
• How to create an Affiliate Campaign

View all 10

Affiliates 12

• 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
• How can my Affiliate see their stats on the Client Portal?
• How to manually attribute sales to affiliates

View all 12

Payouts 6

• Affiliate Manager - (Step 4) How to Manage Affiliate Payouts
• Payment Gateways supported in Affiliate Manager
• How to configure PayPal for Affiliate Auto Payouts
• How to pay your Affiliates using Paypal Auto Payouts
• How to add/link Affiliate's Paypal Account for Payouts

View all 6

Affiliate Manager Automation 4

• How to automatically add, remove, and update an Affiliate using Workflows
• All About Affiliate Sales Trigger
• Adding Manual Sales For An Affiliate through workflows
• Adding Leads under an Affiliate through workflows

Affiliate Portal 1

• Affiliate Portal

Developer Resources 27

• About GHL Automation
• Action - Wait Time Delay
• Action - If/Else Condition
• Action - Send Email
• Action - Send SMS

View all 27

Triggers 13

• Triggers - Overview
• Duplicating Triggers
• Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)
• Send Contact Info To Google Sheets Via Webhooks & Zapier
• Positive Intent Trigger

View all 13

Workflow Builder 72

• Workflow Builder - If/Else Conditional Event
• Workflow Builder - Wait Event
• Facebook Conversion API Workflow Trigger Not working?
• Contact Changed Workflow Trigger
• How to Create a Birthday Reminder Workflow?

View all 72

Booking Calendars 52

• Calendar Integrations
• Turning Off Alternate Time Zones
• Embed a HighLevel Calendar
• Calendar Sync Option Explained
• Display Multiple Calendars (For calendars under the Unassigned section only)

View all 52

Troubleshooting Calendars 10

• Contact got reassigned to another user when booking an appointment in Group calendar
• Google Calendar Writer Access Error
• What to do if the calendar says No slot available this month
• How to Re-Integrate Google Calendar for a User
• Appointment timeslots that should showing but they are not / should not showing but they should be

View all 10

Service Calendars & Menus 1

• Niche Specific Service Calendars

Appointments & Scheduling 0

General 7

• Conversation AI Bot - Explained
• Customize your AI responses using Prompts
• Pricing and Rebilling Conversation AI
• Workflow X Conversation AI - Conversation AI Action *Beta
• Enable Conversation AI for your Agency

View all 7

Training the Bot 2

• Training your Conversation AI Bot
• Web URLs and Links

Modes 1

• Auto-Pilot Mode

Bot Goals/Intents 0

AI Prompting 101 1

• AI Prompting 101

Conversation AI [Legacy] 3

• How to Use Conversation AI to Book Appointments
• Training the Conversation AI Bot
• Auto-Pilot Mode in Conversation AI for Efficient Communication

Onboarding Series 3

• HighLevel Pricing Guide
• Alpine HVAC Case Study
• AI Tools in HighLevel

Review Requests 11

• 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 11

Online Listings Integration 1

• One time Stripe Charge Action

Zapier Integration 6

• 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 6

Stripe Integration 2

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

Facebook Integration 17

• (Guest Tutorial) Pabbly Connect - How to integrate Facebook Leads Ads with Your Sub-Account
• A Facebook Token Has Expired In Your HighLevel Account
• Facebook Conversion Leads Walkthrough
• Facebook Conversions API Trigger in Workflows
• Facebook Domain Verification by Meta Tag

View all 17

QuickBooks 0

Manychat 0

Other Integrations 8

• Setting Up ActiveProspect Consent Tracking On A HighLevel Form
• 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 2

• How to Integrate Your Google Business Profile (formerly GMB) into the CRM
• Google Business Profile - Chat sunset starting Jul 15, 2024

TikTok 1

• How to Integrate TikTok Lead Ads

Dashboards 14

• Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
• Dashboard Funnel chart opportunities explained
• Lead source report explained
• Feature Document - Multiple Dashboards
• How to create multiple Dashboards

View all 14

Custom Widgets 16

• Adding a widget to the dashboard
• Customizing a widget
• Edit widgets on the dashboard
• Resize widgets
• Rearrange widgets

View all 16

Affiliates Program 20

• Become A HighLevel Affiliate
• Promoting HighLevel As An Affiliate
• How to Set Up Affiliate Program Webhooks to Run Automations (First Promoter)
• 5 Ways To Get Your First 5 Affiliates
• The HighLevel Affiliate Policy

View all 20

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

Snapshots 10

• Snapshots - Overview
• Create Snapshots
• How to Share Snapshots
• Import Snapshots
• Load Snapshots Into Existing Account

View all 10

Industry Snapshots 15

• Marketing Agency Snapshot
• Chiropractor Snapshot
• Dentist Snapshot - Free Whitening Offer
• Real Estate Agent Snapshot
• Steakhouse Snapshot

View all 15

Agency Settings 14

• An Inside Look at Agency Company Settings: What You Need to Know
• Why Aren't My Tags Saving In Triggers?
• How to Configure Brand System-Generated Links (API Domain)
• How To Upgrade To The HighLevel Pro Plan
• How to Delete a Sub-Account/Locations

View all 14

Account Settings 7

• Business Profile
• Call Connect & Missed Call Text-Back
• How do I change my Client's Address?
• How do I find my Client's Location ID?
• Media Library Specs & Formats

View all 7

User Settings 9

• 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 9

Notifications 3

• Activate Notifications
• Sales & Use Tax FAQ
• How to set up Custom Notifications as a User in a Sub-Account

New Release Updates 0

Developer Resources 9

• HighLevel API
• How to update your API keys
• How to Use Webhook.site to Troubleshoot your API Requests
• How to get started with the Developer's Marketplace
• Set Up Your App Pricing

View all 9

Advanced Configurations 3

• Web Chat Widget - Advanced Configurations + Public API/Events
• Creating Sub-Accounts using Zapier
• How to add Business Name in Zapier

Tracking & Attribution 20

• Understanding Attribution Source (Ad Reporting)
• 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 20

Appointments 1

• Appointment Report

Logic & Fulfillment 39

• Triggers
• Zapier
• Contact Flow
• Campaigns
• Facebook Integration Step by Step

View all 39

Listings 1

• HighLevel Listings

Whitelabel Desktop App 1

• How to Set Up a Whitelabel Domain for the Desktop Web App

Compliance 1

• GDPR Compliance and Data Privacy

Sales Trainings and Case Studies 28

• 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 28

Eliza 0

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

Prospecting & Sales 2

• How To Generate Leads From Local Chamber & BNI Meetups
• Guide To Bulk SMS: Send Messages People Actually Want To Receive

Saas Mode 33

• 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 33

UX Issues 3

• CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS
• My CRM Data is Loading Slowly What Can I Do?
• Enabling Cross-Site Tracking (3rd Party Cookies)

Miscellaneous 1

• Rebilling, Reselling, and Wallets Explained

Documents and Contracts 12

• How to use Documents & Contracts?
• How to customise notifications sent in Documents & Contracts
• Automatic invoice creation after Document/Contract is signed
• Multiple recipient support on Documents & Contracts
• Create document/contract templates and send them automatically inside a workflow

View all 12

Wordpress 12

• Getting Started with WordPress | Client side setup guide
• How to resell WordPress to your clients
• How to Add Domains in the WordPress Dashboard
• WordPress Hosting Specs and Market Comparison
• List of blocked WordPress plugins

View all 12

Yext 8

• Online Listing Overview & Setup Doc
• How to Resell Yext Listings to Your Clients
• How to deploy Yext directly without charging the client?
• How to sell Yext as part of a SaaS Offer
• Getting started with Yext Lisitings

View all 8

WhatsApp 17

• WhatsApp Full Setup Guide for Agency
• WhatsApp - Messaging Limits
• WhatsApp Overview: Sub-Account Set Up and Best Practices
• WhatsApp Pricing and Billing - Full Guide
• WhatsApp Template Statuses and Best Practice

View all 17

Client Portal Branded Mobile APP 1

• Client Portal Branded Mobile APP -Full Setup Guide For Agency

Whitelabel Mobile App 3

• White Label the iPhone App
• White Label the Android App
• How to Promote and Customize Your Mobile App: A Comprehensive Guide

Get Started 3

• How to Download the Highlevel-Beta Mobile APP
• How to create invoices in HighLevel (Mobile App)
• Mobile Apps Overview

Priority Support Upgrade 1

• Priority Support Upgrade Overview

Rolled Up Reporting 3

• Agency Rolled-up Reporting
• How to schedule and send email reports to your sub-accounts?
• How can agencies export their client list?

Content AI 6

• Content AI in Social Planner
• Content AI in the Email Builder
• Content AI in Funnels and Website
• Content AI in Blogs
• How to Find Past Records of Content Generated by Content AI

View all 6

Prospecting 7

• How to Generate Leads Using the HighLevel Prospecting Tool - The Ultimate Guide
• How to delete a prospect (Agency view)
• PDF Download Option for Marketing Audit Reports
• Understanding the Conversion Rate in the Prospecting Tool
• Analysing Website Performance of a prospect in the Marketing Audit Report

View all 7

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

Membership/Courses Sites 22

• Add Membership Signups To Funnel Pages
• Courses: In-app notifications for comment, unlocked & drip content
• How do first time users Set Login Password, Request Forgotten Password for their membership portal?
• How To Build Courses / Membership Sites
• How to Create a Whitelabel Membership App (PWA)

View all 22

Communities 18

• How to Setup, Customize, and Manage Your Communities
• How to Manage Members Inside groups
• Content Management in Communities
• How to make your Groups private/ public in Communities?
• How to Invite Members to Your Group via Email

View all 18

The Internationalization of High Level 0

Compliance 2

• Highlevel Security and Compliance Overview
• HIPAA Compliance With HighLevel

Industry Playbooks 13

• Industry Playbook - Dental Practice/Dentistry
• Industry Playbook - Hair/Nail Salon
• Industry Playbook - Coaching & Consultation Agency
• Industry Playbook - Financial Service Business
• Industry Playbook - Health & Wellness Business

View all 13

View, Install & Uninstallation Apps 4

• Agency-Level Marketplace Apps Installation
• Managing Marketplace App Permissions: White Label Agency Control
• How to resell Marketplace Apps
• White Label Payment Provider Solution for NMI & Authorize.net

Workflow Triggers & Actions 2

• Marketplace Workflow Actions
• Marketplace Workflow Triggers

E-Commerce Store 15

• How to Set Up an E-Commerce Online Store (Websites)
• Manual Payment Method in E-commerce Stores & Order Forms
• Shipping and Delivery rates for Ecommerce Stores
• Automatic abandoned cart checkout emails for online store
• How to use Printful Integration with your Ecommerce Store?

View all 15

Templates 3

• Create a Template
• Manually Issue Certificates
• How to Toggle Certificates User Permissions + Undo & Redo Functionality

Issue Certificates 3

• Issue certificates on Course Completion
• Download all your Certificates from Client Portal
• Set Expiry for Certificates

Payments 35

• 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 35

Social Planner 33

• How to connect to your Facebook Page(s)
• Facebook Publishing Troubleshooting Guide
• How to connect to your Google My Business Location(s)
• Social Planner - Image, Video, Content and API limitations
• Google My Business Publishing Troubleshooting

View all 33

Email Builder 32

• 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)?
• Preview And Test Your Email Campaign/Templates

View all 32

Ad Manager 6

• Overview of Ad Manager
• Setting up of Facebook Account for Ad Manager
• Create New Ad Campaign in Ad Manager
• How to create Facebook form
• Ad Manager Permission and Pricing

View all 6

Brand Board 0

Template Library 6

• How does the Template Library work?
• How to add your own template in Template Library?
• How to clone templates in template library?
• How to add descriptions to your templates?
• How to add your own template to the Template Library in the $97, $297 and $497 plans?

View all 6

Campaigns 15

• How To Build SMS Opt-In Campaigns
• Google Lead Forms
• Creating a Campaign - Basics
• Campaigns Overview
• Event Start Date - Campaign Configurations

View all 15

Bulk Requests 1

• Bulk Requests - Overview

Trigger Links 1

• Trigger Links - Overview

SMS & Email Templates 3

• SMS Templates (Snippets) - Overview
• Message Templates (Snippets)
• How to Use the Kajabi Email Template Importer

AI Appointment Booking Bot 1

• AI Conversational Appointment Booking Workflow and Setup

Conversations 9

• Unread VS Read - Must Manually Mark as Read
• How to use Conversation Filters & Bulk Actions Overview
• How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
• Contact Engagement score
• Live Chat

View all 9

Client Portal 8

• How can my customers use the Client Portal?
• How to set up the Client Portal?
• Client Portal Dashboard
• Client Portal - Single Sign On (SSO) and Magic Links
• Notifications inside Client Portal

View all 8

Custom Values 1

• List of Custom Values (Merge Fields)

Funnels and Websites 68

• Two-Step Order Form (Step 2: Adding An Up-Sell Product)
• Two-Step Order Form (Step 1)
• Style the Funnel
• Desktop View VS Mobile View (Funnels)
• Tracking Scripts/Pixel Code

View all 68

Blogs 16

• What has changed in Blog?
• How to Create a Blog?
• How to customise Blog design and layout
• How to create Blog Post?
• Canonical Link in Blog and Blog Post

View all 16

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

Websites 4

• 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
• Sites Overview

Privacy Policy 1

• How to link privacy policy when you collect personal data from your leads or customers

General Setup 2

• Domains in HighLevel
• XML Sitemaps

Forms 15

• Where Do Form Responses 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 15

Surveys 5

• Surveys with Conditional Logic
• Exporting Survey Answers to Google Sheets
• Where do Survey Answers Show Up
• How to Create a Stylized Survey
• New Footer in Surveys

Troubleshooting Surveys & Forms 1

• Form "height" display issue on wordpress

Chat Widget 13

• How to Add the Chat Widget to Funnels, Websites, and Wordpress Sites
• How To 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 13