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HIGHLEVEL SUPPORT PORTAL

Welcome
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Home Solutions
Enter your search term here...
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Need Support?
Check ticket status


KNOWLEDGE BASE


EMAIL

General 5
 * Masking Sender Emails - 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 15
 * 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 15
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 7
 * Setting Up SMTP Providers
 * Setting alias for Google smtp
 * Using SendGrid As The SMTP Provider
 * Using Zoho as your SMTP Provider
 * Why Can't I use My Free Email Address As The SMTP?

View all 7
LC - Email 16
 * What is LC - Email? I want to know more
 * Email Validation From Maligun within the CRM
 * 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

View all 16


PHONE SYSTEM

General 3
 * How to validate phone numbers (SMS) ?
 * How to use the client's own Twilio account for the location?
 * How to use Custom CSS to hide the Twilio error banner

Calling 20
 * 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 20
Messaging 21
 * 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 21
A2P registration 14
 * Terms and Conditions Guidelines for A2P
 * A2P 10DLC Brand Approval Best Practices
 * A2P Sole Proprietor Brands Registration is Now Live!
 * A2P 10 DLC Webinar Questions & FAQ
 * List of campaign use case types for A2P 10DLC registration

View all 14
Voicemail 2
 * Voicemail For Company And For Users
 * Voicemail Drop File Conversion

Phone numbers 16
 * 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
 * How to buy a Twilio number for the HighLevel location inside Twilio console?
 * Phone Number Settings Explained

View all 16
LC - Phone 7
 * 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 7


CONTACTS AND OPPORTUNITIES

Contacts / smartlist 20
 * Bulk Importing Contacts Via CSV Walkthrough
 * 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 20
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
 * Add Opportunities Automatically
 * Multiple Opportunities For The Same Person In The Same Pipeline

View all 8
Contacts 4
 * Documents
 * Smartlists
 * Contact Type
 * Internal Tasks for your Team


AFFILIATE MANAGER

Campaigns 4
 * 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?

Affiliates 8
 * 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 8
Payouts 2
 * Affiliate Manager - (Step 4) How to Manage Affiliate Payouts
 * Payment Gateways supported in Affiliate Manager

Affiliate Manager Automation 2
 * How to automatically add, remove, and update an Affiliate using Workflows
 * All About Affiliate Sales Trigger


SURVEYS, FORMS, AND CHAT

Forms 13
 * Where do Form answers 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 13
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 11
 * HighLevel Chat Widget: How to Add It to Your Pages in Minutes
 * 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 11


TRIGGERS

Triggers 14
 * Triggers - Overview
 * Duplicating Triggers
 * Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)
 * Stale Opportunity (Decay) Trigger Overview
 * Send Contact Info To Google Sheets Via Webhooks & Zapier

View all 14


CALENDAR & SCHEDULING

Calendar 45
 * 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 45
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 fully 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


CONVERSATION AI

General 4
 * Conversation AI Bot - Explained
 * Workflow X Conversation AI - Conversation AI Action *Beta
 * Enable Conversation AI for your Agency
 * Testing article format

Training the Bot 2
 * Training your Conversation AI Bot
 * Web URLs and Links

Modes 1
 * Auto-Pilot Mode

Conversation AI [Legacy] 3
 * How to use Conversation AI in your Appointment bookings?
 * Training the Conversation AI Bot
 * Auto-Pilot Mode in Conversation AI for Efficient Communication


ONBOARDING SERIES

Onboarding Series 3
 * LIVE 24/7 HighLevel Support!
 * HighLevel Pricing Guide
 * Alpine HVAC Case Study


LC - EMAIL & PHONE COMMUNICATIONS

LC Communication Billing 1
 * How do I analyze my Agency's Spending on LC Communications?


REPUTATION MANAGEMENT & REVIEWS

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


INTEGRATIONS

Online Listings Integration 1
 * One time Stripe Charge Action

Zapier Integration 7
 * 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 7
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
Other Integrations 8
 * Setting Up ActiveProspect Consent Tracking On A HighLevel Form
 * How to set up the 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 1
 * How to Integrate Your Google Business Profile (formerly GMB) into the CRM

TikTok 1
 * How to Integrate TikTok Lead Ads


DASHBOARD

Dashboards 11
 * 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 11


HIGHLEVEL AFFILIATES PROGRAM

Affiliates Program 18
 * 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 18


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

View all 13


ACCOUNT SNAPSHOTS

Snapshots 9
 * Snapshots - Overview
 * Create Snapshots
 * How to share Snapshots
 * 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


SETTINGS

Agency Settings 13
 * An Inside Look at Agency Company Settings: What You Need to Know
 * Why Aren't My Tags Saving In Triggers?
 * How to Brand System-Generated Links (API Domain)
 * How To Upgrade To The HighLevel Pro Plan
 * How to Delete a Sub-Account/Locations

View all 13
Account Settings 8
 * 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 8
User Settings 7
 * 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 7


NOTIFICATIONS

Notifications 3
 * Activate Notifications
 * Sales & Use Tax FAQ
 * How to set up Custom Notifications as a User in a Sub-Account


DEVELOPER RESOURCES

Developer Resources 6
 * 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 6
Advanced Configurations 3
 * Web Chat Widget - Advanced Configurations + Public API/Events
 * Creating Sub-Accounts using Zapier
 * How to add Business Name in Zapier


REPORTING

Tracking & Attribution 17
 * 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 17
Appointments 1
 * Appointment Report

Custom Widgets 11
 * Adding a widget to the dashboard
 * Customizing a widget
 * Edit widgets on the dashboard
 * Resize widgets
 * Rearrange widgets

View all 11


LOGIC & FULFILLMENT

Logic & Fulfillment 40
 * Triggers
 * Zapier
 * Contact Flow
 * Campaigns
 * Facebook Integration Step by Step

View all 40


MARKETPLACE & SALES TRAININGS

Listings 1
 * HighLevel Listings

Whitelabel Desktop App 1
 * White Label the Desktop 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


UNIVERSITY

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 1
 * How To Generate Leads From Local Chamber & BNI Meetups


SAAS MODE

Saas Mode 32
 * 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 32


MISCELLANEOUS

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)


PROPOSALS AND ESTIMATES

Proposals and Estimates 6
 * How to use Proposals and Estimates?
 * How to customise notifications sent in Proposals ans Estimates
 * Automatic invoice creation after proposal/estimate is signed
 * Multiple recipient support on proposals and estimates
 * Create proposal templates and send proposals automatically inside a workflow

View all 6


SITES

Funnel Builder 68
 * Two-Step Order Form (Step 2: Adding An Up-Sell Product)
 * Two-Step Order Form (Step 1)
 * Domain Setup (Funnels & Websites)
 * Style the Funnel
 * Desktop View VS Mobile View (Funnels)

View all 68
Blogs 7
 * 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

View all 7
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 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

Privacy Policy 1
 * How to link privacy policy when you collect personal data from your leads or
   customers


RESELLING PRODUCTS

Wordpress 12
 * Getting Started with WordPress | Client side setup guide
 * How to resell WordPress to your clients
 * WordPress Hosting Specs and Market Comparison
 * List of blocked WordPress plugins
 * How to add an Additional Domain for WordPress site

View all 12
Yext 7
 * 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 7
WhatsApp 5
 * WhatsApp Full Setup Guide for Agency
 * How to create a WhatsApp Template?
 * Template Categorisation Guidelines
 * WhatsApp Pricing and Billing - Full Guide
 * WhatsApp Overview


MOBILE APP

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

Priority Support Upgrade 1
 * Priority Support Upgrade Overview


AGENCY REPORTING

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?


TEMPLATE LIBRARY

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


CONTENT AI

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

Prospecting 4
 * How to Generate More Leads Using GHL’s 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


ELIZA AGENT PLATFORM

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


CLIENT PORTAL

Client Portal 5
 * 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


MEMBERSHIPS AND COMMUNITIES

Membership Sites 17
 * Add Membership Signups To Funnel Pages
 * Course Migrator: Migrate courses from competitive platforms to Highlevel
 * How To Build Courses / Membership Sites
 * How to Create a Whitelabel Membership App (PWA)
 * How to Create Assessments/ Quizzes for Membership Courses

View all 17
Communities 12
 * 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 12


COMPLIANCE

Compliance 2
 * Highlevel Security and Compliance Overview
 * HIPAA Compliance With HighLevel


INDUSTRY GUIDES

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


APP MARKETPLACE

View, Install & Uninstallation Apps 3
 * Agency-Level Marketplace Apps Installation
 * Managing Marketplace App Permissions: White Label Agency Control
 * How to resell Marketplace Apps

Workflow Triggers & Actions 2
 * Marketplace Workflow Actions
 * Marketplace Workflow Triggers


E-COMMERCE STORE

E-Commerce Store 2
 * How to Set Up an E-Commerce Online Store (Websites)
 * Automatic abandoned cart checkout emails for online store


CERTIFICATES

Templates 1
 * Create a Template

Issue Certificates 1
 * Issue certificates on Course Completion


PAYMENTS

Payments 23
 * 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 23


MARKETING

Social Planner 30
 * How to connect to your Facebook Page(s)
 * Facebook Publishing Troubleshooting Guide
 * How to connect to your Google My Business Location(s)
 * What's ideal Image and Video File Size and Dimensions in Social Planner
 * Google My Business Publishing Troubleshooting

View all 30
Campaigns 16
 * List of Custom Values / Merge Fields
 * How To Build SMS Opt-In Campaigns
 * Google Lead Forms
 * Creating a Campaign - Basics
 * Campaigns Overview

View all 16
Email Builder 26
 * 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 26
Bulk Requests 1
 * Bulk Requests - Overview

Trigger Links 1
 * Trigger Links - Overview

SMS & Email Templates 2
 * SMS & Email Templates - Overview
 * Message Templates (Snippets)

Workflow Builder 46
 * 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 46
AI Appointment Booking Bot 1
 * AI Conversational Appointment Booking Workflow and Setup


CONVERSATIONS

Conversations 8
 * 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 8
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