Knowledge base
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
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
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
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!
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
Cold Email Scripts
0
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
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
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
Payments
Payments
23
Import Products / Price From Stripe
Text-To-Pay Links
How To Set Up A PayPal Integration
How to create recurring Invoices
View all 23
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
QuickBooks
0
Manychat
0
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
Settings
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
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
Logic & Fulfillment
Logic & Fulfillment
40
Triggers
Zapier
Contact Flow
Campaigns
Facebook Integration Step by Step
View all 40
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)
Miscellaneous
0
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
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