Docs Category: REVEAL Marketing Hub & GoHighLevel
- Academy
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Agency
- Agency Dashboard
- How to Customize Whitelabel Desktop App
- How to Set Up Your Whitelabel Mobile App
- What Happens to Your Data When You Cancel Your Subscription
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Agency Settings
- Agency Company Settings
- Agency Settings
- AI Employee
- Announcements
- Announcements Overview
- API Keys
- Customizing CRM Login Page
- Domain Purchasing & Rebilling
- Email Services Settings
- How Do I Find My Agency’s Relationship Number?
- How To Add Employees To Your Agency
- How to Brand System-Generated Links (API Domain)
- How to Buy a Dedicated IP Address
- How to Change the Language of the Platform
- How to Check SMS/MMS Logs and Troubleshoot in Twilio
- How to Configure Automatic Logout After Extended Inactivity
- How to Create an Announcement
- How to Create Custom Menu Links
- How to Customize System Emails
- How to Enable Google Login for Users
- How to Enable or Disable Sub-Account Transfers/Eject Permissions
- How to Map Agent for Ask AI Configuration
- How to Rearrange Custom Menu Links
- How to Set Up Agency Wallet Notifications
- How to Set Up Reverse DNS
- How to Setup your Whitelabel Domain
- Phone Integration Settings
- Set Up Your WhatsApp Integration
- Team Management for Agencies
- Uberall Listings Integration
- Understanding HIPAA Compliance
- Wallet Sales Tax Transactions
- WhatsApp Pricing and Billing
- White Label Domain vs API Domain Differences And Uses
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App Marketplace
- App Marketplace
- How to Bulk Markup Reselling Price in App Marketplace
- How to Sell Conversation AI and Voice AI Templates on the Marketplace
- How to Sell Snapshots on App Marketplace
- How to Set Up Usage-Based Billing in App Marketplace
- Managing App Permissions for App Marketplace
- Marketplace Earnings Dashboard
- Utilizing the App Marketplace
- Web Widgets on App Marketplace
- LC Email
- LC Phone
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Prospecting Tool
- How to Cancel your Prospecting Tool Subscription
- How to Customize Your Audit Report
- How to Embed the Prospecting Tool Widget on your Website
- How to Enable the Prospecting Tool for Sub-Accounts
- How to Generate a Marketing Audit Report for a Prospect
- Prospecting Tool
- Prospecting Tool
- Prospecting Tool Analytics Dashboard
- TechnoStack Analysis
- Virtual Business Listings in the Prospecting Tool
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SaaS
- Attach SaaS Subscription Plan to an Existing Client/Sub-Account
- Configuring User Limits for SaaS Sub-Accounts
- How Do I View My Agency’s Spending On LC Communications?
- How to Activate and Access Content AI
- How to add SaaS Products to a Checkout Page?
- How To Cancel SaaS Sub-Account For Your Client
- How To Configure The Contacts Limit For SaaS Sub-Accounts
- How to Connect Stripe to your Agency Dashboard
- How to Customize the Cancellation Flow for SaaS Clients
- How To Customize The Onboarding Email That Is Sent To New Sub-Account Users
- How to Enable/Disable Specific Features for a Specific SaaS Account
- How to Import Stripe Products in SaaS Configurator
- How to Resell Marketplace Apps with SaaS Plans
- How To Sell Listing Add-Ons As Part Of A SaaS Offer
- How To Upgrade/Downgrade SaaS Plan For A Sub-Account
- How To Use and Rebill Auto-Complete Address
- SaaS
- SaaS Configurator Advanced Settings
- SaaS Mode – Full Setup Guide + FAQ
- SaaS Plan Add-Ons
- SaaS Wallet & Complimentary Credits
- Setting Up Rebilling for SaaS Plans
- Understanding SaaS Plan Categories
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Snapshots
- Editing and Deleting Snapshots
- How to Create a Snapshot
- How to Edit Snapshot Notification Preferences
- How to Load a Snapshot
- How to Load a Snapshot for Conversation AI
- How to Load a Snapshot for Voice AI
- How to Load a Snapshot with Ad Campaigns
- How to Load a Snapshot with Blogs
- How to Load a Snapshot with Chat Widgets
- How to Load a Snapshot with Custom Objects
- How to Load a Snapshot with Custom Reports
- How to Load a Snapshot with Dashboards
- How to Load a Snapshot with WhatsApp Templates
- Snapshots
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Sub-Accounts
- Agency Rolled-up Reporting
- Ask AI Overview
- Guide to Onboarding Your Clients
- How To “Login As” A User
- How to Bulk Transfer Sub-Accounts
- How to Change Rebilling Settings For a Specific Sub-Account
- How to Configure Rebilling in Bulk
- How to Copy Contacts Between Sub-Accounts
- How to Create and Manage Your Sub-Accounts
- How To Delete A Sub-Account From Agency Dashboard
- How to Deploy WhatsApp Integration Without Using Stripe
- How to Enable and Rebill Workflow AI
- How to Enable and Use Funnel AI
- How to Enable and Use Reviews AI
- How to Enable Bulk Re-Billing on LC Premium Triggers & Actions
- How to Pause/Resume Sub-Accounts
- How to Re-sell the Branded Client Portal App
- How to Resell Ad Manager
- How to Resell SEO
- How to Resell WordPress
- How to Retrieve a Deleted Phone Number
- How to Set Up Twilio Rebilling
- How to Share Funnels and Websites Across Sub-Accounts
- How to Transfer & Receive a Sub-Account
- How to Use the Contact Summary Agent in Ask AI
- Lift Restriction Capability for Agencies
- Sub-Accounts
- Sub-Accounts Overview
- Sub-accounts Report Scheduler
- Updating the Sending Limit for a Sub-Account
- Updating Twilio Credentials For A Sub-Account
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Template Library
- Cloning a Template
- Create a Template in the Template Library
- How to Customize Sub-Account View of Template Library
- How to Hide All Future GHL Templates
- How to Hide the Template Library for a Sub-Account
- How to Manage Categories, Types, and Tags in the Template Library
- Navigating the Template Library
- Template Library
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AI Agents
- Content AI
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Conversation AI
- Appointment Booking Action in Conversation AI
- Auto Followup Action in Conversation AI
- Conversation AI
- Conversation AI Agents Overview
- Conversation AI Dashboard
- Conversation AI Flow Based Builder
- Conversation AI Overview & Setup
- How to Add Contact Info Using the AI Bot
- How to Create a Guided Form Bot
- How to Generate Conversation AI Summary & Transcript
- How to Train Your Conversation AI Bot
- How to Trigger a Workflow within Conversation AI
- Human Handover Action in Conversation AI
- Primary vs Non-Primary Conversation AI Bots
- Stop Bot Action in Conversation AI
- Train Your Conversation AI Bot with Google Docs
- Transfer Bot Action in Conversation AI
- Knowledge Base AI
- Voice AI Agents
- AI Studio
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Automation
- Advanced Workflow Builder
- Automation Overview
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Premium Action
- AI Decision Maker Action
- AI Intent Detection Action
- AI Summarize Action
- AI Translate Action
- Array Functions Premium Action
- Copy Contacts Action
- Custom Code Action
- How to Create Multiple Rows Using the Google Sheets Action?
- How to Use Oauth2 in Custom Webhooks
- How To Use The Custom Webhook Action?
- How To Use The Google Sheets Premium Workflow Action?
- How To Use The Workflow Slack Premium Action?
- Premium Action
- Premium Trigger
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Workflow Actions
- Add Associated Record to Workflow Action
- Add Contact Tag Action
- Add Follower(s) to Opportunity Action
- Add Leads Under an Affiliate Action
- Add Manual Sales For An Affiliate Action
- Add Owner to Opportunity Action
- Add Task Action
- Add To Affiliate Campaign Action
- Add to Affiliate Manager Action
- Add To Google Ads Action
- Add To Google Analytics Action
- Add To Notes Action
- Add To Workflow Action
- Add/Remove Contact Followers Action
- AI Agent Action
- Appointment Booking Conversation AI Bot Action
- Assign To User Action
- Book Appointment Action
- Call Action
- Clear Fields of an Associated Record Action
- Clear Fields of Company or Associated Contact Action
- Clear Fields of Custom Object or Associated Record Action
- Connect Call IVR Action
- Conversation AI Action
- Course Grant Offer Action
- Course Revoke Offer Action
- Create an Associated Record Action
- Create Appointment Note Action
- Create Company or Associated Record Action
- Create Contact Action
- Create Custom Object or Associated Record Action
- Create Opportunity Action
- Create/Update Opportunity Action
- Delete Contact Action
- Drip Action
- Edit Conversation Action
- Eliza AI Appointment Booking Action
- Enable/Disable DND Action
- End IVR Call Action
- Event Start Date Action
- Facebook – Add To Custom Audience Action
- Facebook – Remove From Custom Audience Action
- Facebook Interactive Messenger Action
- Find Contact Action
- Find Object Record / Company Action
- Find Opportunity Action
- Gather Input On Call Action
- Generate Marketing Audit Report Action
- Generate One-Time Booking Link Action
- Go To Action
- Goal Event Action
- GPT Powered by OpenAI
- Grant Community Group Leaderboard Points Action
- Grant Group Access Action
- Grant Private Channel Access Action
- How to Copy Actions Between Workflows
- How to use the Date/Time Formatter Workflow Action?
- If/Else Action
- Instagram DM
- Instagram Interactive Messenger Action
- Issue Certificate Action
- Log External Call Action
- Manual Action To Call
- Manual Action To SMS
- Math Operation Action
- Merge Contact Action
- Messenger
- Meta Conversion API Action
- Modify Contact Engagement Score Action
- Number Formatter Action
- Record Voicemail Action
- Remove Assigned User Action
- Remove Associated Record from Workflow Action
- Remove Contact Tag Action
- Remove Follower(s) from Opportunity Action
- Remove From Affiliate Campaign Action
- Remove From Workflow Action
- Remove Opportunity Action
- Remove Owner from Opportunity Action
- Reply In Comments Action
- Revoke Group Access Action
- Revoke Private Channel Access Action
- Say or Play Message Action
- Send Documents & Contracts Action
- Send Email Action
- Send Estimates Action
- Send Internal Notification Action
- Send Invoice Action
- Send Live Chat Message Action
- Send Recurring Invoice Action
- Send Review Request Action
- Send SMS Action
- Smart Push Notification Action
- Split Action
- Stripe One Time Charge Action
- Text Formatter Action
- Troubleshooting Webhooks in Automation
- Update Affiliate Action
- Update an Associated Record Action
- Update Appointment Status
- Update Company or Associated Record Action
- Update Contact Field Action
- Update Conversation AI Bot and Status Action
- Update Custom Object or Associated Record Action
- Update Custom Value Action
- Update Opportunity Action
- Voicemail Action
- Wait Event Action
- Webhook Action
- WhatsApp Action
- WhatsApp Interactive Messages Action
- WhatsApp Media Action
- WhatsApp: Customer Service Window Check Action
- WhatsApp: Send Flows Action
- Workflow Actions
- Workflow Actions
- Workflow Settings
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Workflow Triggers
- Abandoned Checkout Trigger
- Affiliate Created Trigger
- Affiliate Enrolled In Campaign Trigger
- Appointment Status Trigger
- Birthday Reminder Trigger
- Call Status Trigger
- Call Transcript Generated Trigger
- Category Completed Trigger
- Category Started Trigger
- Certificates Issued Trigger
- Click to WhatsApp Ads Trigger
- Community Group Member Leaderboard Level Changed Trigger
- Company Created Trigger
- Contact Changed Trigger
- Contact Created Trigger
- Contact DND Trigger
- Contact Engagement Score Trigger
- Contact Tag Trigger
- Contact Triggers Overview
- Coupon Code Applied Trigger
- Coupon Code Expired Trigger
- Coupon Code Redeemed Trigger
- Coupon Redemption Limit Reached Trigger
- Courses Triggers
- Custom Date Reminder Trigger
- Custom Object Created Trigger
- Custom Objects Changed Trigger
- Customer Booked Appointment Trigger
- Customer Replied Trigger
- Documents and Contracts Trigger
- Email Events Trigger
- Estimates Trigger
- Facebook Lead Form Submitted Trigger
- Form Submitted Trigger
- Group Access Granted Trigger
- Group Access Revoked Trigger
- Inbound Email Trigger
- Inbound IVR
- Invoice Trigger
- Lead Created Trigger
- Lesson Completed Trigger
- Lesson Started Trigger
- LinkedIn Lead Form Submitted Trigger
- Messaging Error Trigger
- New Affiliate Sales Trigger
- New Signup Trigger
- Note Added Trigger
- Note Changed Trigger
- Number Validation Trigger
- Offer Access Granted Trigger
- Offer Access Removed Trigger
- Opportunity Changed Trigger
- Opportunity Created Trigger
- Opportunity Status Change Trigger
- Order Form Submission Trigger
- Order Fulfilled Trigger
- Order Placed Trigger
- Order Submitted Trigger
- Page View Trigger
- Payment Received Trigger
- Pipeline Stage Changed Trigger
- Private Channel Access Granted Trigger
- Private Channel Access Revoked Trigger
- Product Access Granted Trigger
- Product Completed Trigger
- Product Review Submitted Trigger
- Product Started Trigger
- Products Access Removed Trigger
- Prospect Generated Trigger
- Quiz Submitted Trigger
- Review Received Trigger
- Scheduler Trigger
- Shopify Triggers
- Stale Opportunities Trigger
- Subscription & Return Triggers
- Survey Submitted Trigger
- Task Added Trigger
- Task Completed Trigger
- Task Reminder Trigger
- TikTok Lead Form Submitted Trigger
- Trigger Link Clicked Trigger
- User Login Trigger
- Video Tracking Trigger
- Workflow Triggers
- Workflow Triggers
- Workflow Troubleshooting
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Workflows
- A Simple Calendar Workflow
- Airtable Actions & Triggers in Workflows
- Apify Actions & Triggers in Workflows
- App Tab in Workflows for App Marketplace
- Asana Actions & Triggers in Workflows
- Automate Facebook & Instagram Comments
- Automating Phone Connections Between Team Members and Leads
- Automating WhatsApp Messaging
- Basecamp Actions & Triggers in Workflows
- Builder Tab
- ClickUp Actions & Triggers in Workflows
- Create New Workflow
- Duplicating Conditional Branches
- Facebook Lead Ads Automation
- Fathom Actions & Triggers
- Google Contacts Actions & Triggers in Workflows
- Google Forms Actions & Triggers
- How to Allow Multiple Opportunities in Workflows
- How to Assign Fillable Fields from Workflows
- How to Auto Mark Messages As Read in Automation
- How to Automate Appointment Confirmation and Reminders
- How to Automate Community Management with Workflow Trigger and Actions
- How to Automate Opportunity Creation from Form Submissions
- How to Automate Page View Tracking
- How to Automate Your Appointment Management
- How to Check for Errors in Workflows
- How to Create a Workflow with the Task Completed Trigger
- How to Create an Automation After A Purchase is Complete
- How to Create an SMS Campaign
- How to Create Automated Annual Messages in Workflows
- How To Create User Assigned Workflows
- How to Effectively Test Your Workflows
- How to Get a Conversion List for Google Ads in Workflows
- How to Integrate Your Campaigns Into Workflows
- How to Mark Calls as Completed
- How To Notify Users When a Lead Is Added
- How to Rearrange Actions in Your Workflow Builder
- How to Restore Deleted Workflows
- How to Seamlessly Integrate Your Course and Funnel Checkout with Workflows
- How to Send WhatsApp Flows from Workflows
- How to Set Default Workflow Builder
- How to Set Up an Automated Spam Filter for Facebook Messenger
- How to Set Up an Automation for Live Chat
- How to Transfer Workflows Between Sub-Accounts
- How to Use Automation for Lead Generation
- How to Use Find & Replace in Workflows
- How to Use Internal Notifications When No Contact is Enrolled in Workflow
- How to Use Opportunity Custom Fields in the Event Start Date Action
- How to Utilize Positive Intent Triggers in Your Workflows
- Implementing a Double Opt-In System
- Manually Importing Facebook Leads Into a Workflow
- Manus Actions & Triggers
- Mastering Workflow Templates
- Monday.com Actions & Triggers
- Notion Actions & Triggers in Workflows
- OpenRouter Actions & Triggers
- Power Dialer Workflow Setup & Tips
- Recovering Lost Sales with an Abandoned Cart Automation
- Setting Up Automated Payments Through Stripe Integration
- Smart Lists for Workflows
- Standard Builder Keyboard Shortcuts
- Statistics in Automation
- TikTok Comment(s) on a Reel Trigger
- TikTok Direct Messaging
- Typeform Actions & Triggers in Workflows
- Understanding and Preventing Race Conditions
- Understanding Automation
- Version History in Workflows
- WhatsApp Workflow Statistics
- Workflow AI Assistant
- Workflow Folder Permission
- Workflow Loop Lockouts
- Workflow Notes
- Workflows
- Workflows Overview
- Calendars
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Contacts
- How to Customize Fields for Add Contact
- How to Manage Duplicate Contacts
- Importing Contacts with Shared Information
- Restore Overview
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Bulk Actions
- Add Contact
- Bulk Actions
- Bulk Actions Overview
- Bulk Email Verification
- Company Bulk Action
- How To Add Multiple Contacts To an Automation
- How To Add Tags To Multiple Contacts
- How To Add/Update Opportunities For Multiple Contacts
- How To Delete Multiple Contacts
- How To Export Multiple Contacts
- How To Import Multiple Contacts
- How To Merge Multiple Contacts
- How To Remove Tags From Multiple Contacts
- How to Send Bulk Emails
- How to Send Bulk SMS Messages
- How To Send Review Requests To Multiple Contacts
- Smart List Quick Action Buttons
- Troubleshooting Importing Contacts
- WhatsApp Bulk Action
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Contact Details
- Contact Details
- Contact Details – Information Panel
- Contact Details – Messages Panel
- Contact Details – Overview
- Document Management
- Efficiently Organizing Contacts with Tags
- How to Access Form and Survey Files From Contacts
- How to Add a Note to a Contact
- How To Add An Appointment
- How to Add Followers to Contacts
- How to Add Multiple Email Addresses to a Contact
- How to Apply A Manual Charge to A Contact
- How to Attach Files To A Contact Record
- How To Cancel An Appointment
- How to Customize Contact Detail Page
- How to Input Multiple Phone Numbers for a Contact
- How to Schedule an Appointment from the Contacts Tab
- Managing Associations in Contact Details
- Managing Opportunities in Contact Details
- Subscriptions & Invoices in Contact Details
- Understanding and Implementing Attribution
- Smart Lists
- Tasks
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Conversations
- Contact Engagement Score
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Conversations (Inbox)
- Activity Cards in Conversations
- Adding Custom Values & Trigger Links to Messages
- Attachments Made Easy in Conversations
- Contact Details
- Conversations
- Conversations & WhatsApp
- Conversations Overview
- Do Not Disturb
- Finding Call Recordings In Conversations
- How to Add WhatsApp Media to Documents
- How to CC and BBC for Email Composer
- How to Fix Bad Call Quality
- How to Manage Bot Status for Individual Contacts
- How to Schedule a Message in Conversations
- How to Send a Group SMS
- How to Send an Email
- How to Send an Internal Chat
- How To Send An SMS
- How to Use Conversation Filters & Bulk Actions Overview
- How to Use Snippets for WhatsApp Messaging
- How to Use Your Facebook Integration Within Conversations
- How to View Call Status
- How to View Form Submissions in Conversations
- Instagram Direct Messaging
- Internal Comments in Conversations
- Live Chat
- Quick Filter
- Requesting Payment in Conversations
- Response Info for Conversation AI
- Sending Messages
- Understanding Attachment Size Limits for SMS and Email Communications
- Understanding SMS Activity Metrics
- WhatsApp Voice Notes
- Conversations Analytics
- Conversations Settings
- Manual Actions
- Snippets
- Trigger Links
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Dashboard
- Dashboard Overview
- Dashboard Permissions
- Dashboard Permissions (Agency)
- How to Add Widgets to Your Dashboard from Key Pages
- How to Configure Your Dashboard Theme
- How to Create Multiple Dashboards
- How to Set Your Default Dashboard
- How to Use Quick Filters on the Dashboard
- Managing Custom Dashboards
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Custom Widgets
- Adding a Widget to the Dashboard
- Custom Widgets
- Custom Widgets FAQ
- Custom Widgets Overview
- Dashboard Opportunity Date Filter
- Edit Widgets on the Dashboard
- Filtering by Attribution in Contact Custom Widgets
- Filtering Opportunity Widgets By Pipeline Stages
- How to Add Appointment Widgets to the Dashboard
- How to Add Attribution & UTM Parameters as Filters for Contact and Opportunity Widgets
- How to Add Custom Object Widget to Dashboard
- How to Create a Custom Metric
- How to Customize a Widget
- How to Duplicate a Widget
- How to Use Conversation Widgets on Your Dashboard
- Lost Reason Filter for Opportunity Widgets
- Rearrange widgets
- Removing a Widget
- Resize Widgets
- Setting Up Call Widgets on the Dashboard
- Task Widget
- Elements
- Getting Started
- Introduction
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Marketing
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Ad Manager
- Ad Manager
- Ad Manager Overview
- Ad Manager Settings
- Ad Manager Statistics Overview
- Audience Segments for Google Ads in Ad Manager
- Audience Tab
- Audience Targeting for LinkedIn Campaigns in Ad Manager
- How to Cancel Ad Manager Subscriptions
- How to Connect a LinkedIn Ad Account with Ad Manager
- How to Connect Google with Ad Manager
- How to Create a Facebook Form in Ad Manager
- How to Create a LinkedIn Ad Campaign in Ad Manager
- How to Create a LinkedIn Lead Form
- How to Create a Meta Ad Campaign in Ad Manager
- How to Create a Meta Sales Objective Campaign for Conversion
- How to Create a New Google Search Ad Campaign
- How to Create an Instagram Ad
- How to Create Custom Audiences in Ad Manager
- How to Create Customer List Custom Audience in Ad Manager
- How to Create Google Demand Gen Ads
- How to Create Instagram DM Datasets in Ad Manager
- How to Create Lookalike Audiences in Ad Manager
- How to Edit a Published or In-Review Ad Campaign
- How to Review, Map, and Duplicate Existing Facebook Lead Forms
- How to Set a Facebook Page as Default in Ad Manager
- How to View Your Audience Summary
- Image Editor in Ad Manager
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Affiliate Manager
- Affiliate Campaign
- Affiliate Highlights
- Affiliate Level Commission Settings
- Affiliate Manager
- Affiliate Manager Dashboard
- Affiliate Manager Media
- Affiliate Manager Overview
- Affiliate Manager Settings
- Affiliate Payouts
- Affiliates Overview
- How to Add a Sub-Affiliate Under an Existing Affiliate
- How to Add an Affiliate
- How to Automate Affiliate Payouts with PayPal
- How to Clone an Affiliate Campaign
- How to Create Affiliate Coupon Codes
- How to Customize Affiliate Manager Labels
- How to Delete Affiliates
- How to Enable Sub Affiliate Sign Ups for Affiliates
- How to Generate Affiliate Magic Links
- How to Import Affiliate Manager Campaigns
- How to Manage Customers under Affiliates
- How to Pay Affiliates for Lead Generation Using Pay-Per-Lead
- How to Pay Your Affiliates
- How to Setup Multi-Tier Commissions for your Affiliate Campaigns
- How to Use Commission Length & Variable Commissions in Affiliate Manager
- How to Use the Affiliate Portal
- Lead Tracking in the Affiliate Manager
- Managing Affiliates with Quick Campaign Actions
- Manually Adding Sales to an Affiliate
- Setting Up an Affiliate Campaign
- Brand Boards
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Campaigns
- A/B Test Email Campaign
- Campaigns
- Click Tracking for Email Campaigns
- Email Campaign Delivery Options
- Email Campaign Settings
- Email Campaign Statistics
- Email Campaigns
- Email Verification for Campaigns
- Form Element in Email Campaigns
- Hide Email Elements on Mobile View
- How to Automate Tagging Based on Email Campaigns
- How to Batch Schedule Email Campaigns
- How to Build Segments in Email Campaigns
- How to Pause or Cancel Email Campaigns
- How to Resend Unopened Emails in Email Campaigns
- How To Send & Schedule Emails With Email Campaigns
- How to Send RSS Email Campaign(s)
- Individual Email Campaign Statistics
- Integrating Loom Videos into Email Campaigns
- Product Element in Email Campaigns
- Reply Management in Email Campaigns
- Understanding Conversion Metrics for Email Campaigns
- Workflow Campaigns
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Countdown Timers
- Countdown Timer
- Countdown Timers
- How to Create a Dynamic Timer
- How to Create a Fixed Countdown Timer
- How to Create a Recurring Timer
- How to Edit Your Countdown Timer
- How to Sync Your Countdown Timer in Emails and Funnels
- How to Use Countdown Timer in Emails
- How to Use Countdown Timer in Funnels
- Redirection Links in Countdown Timer
- Email Services
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Email Templates
- “Manage Element” in the Email Builder
- Appearance Tab
- Building Emails
- Button Element
- Code Element
- Divider Element
- Email “Edit” Section
- Email Layouts
- Email Template Library
- Email Templates
- Email Templates Overview
- Footer Element
- How to Add GIFs to Your Emails
- How To Edit Your Email Format For Mobile
- How To Import Email Template(s) From Mailchimp
- How to Import Email Templates
- How to Import Email Templates from Active Campaign
- How to Preview Custom Fields in Your Emails
- How to Share Email Templates Across Agencies
- How to Use Conditional Elements in Email Builder
- How to Use Email AI
- How to Use Google Fonts in Email Builder
- Image Element
- Image Slider in Email Builder
- Logo Element
- Plain Text Editor in Emails
- Preview URL Element
- RSS Header & RSS Items Elements
- Save Elements Feature in Email Templates
- Shopping Cart Element
- Social Element
- Spacer Element
- Text Element
- Video Element
-
Emails
- Creating and Utilizing Email Signatures
- Creating Email Campaigns
- Email Builder Overview
- Email Templates vs Email Campaigns
- Emails
- How to Import HTML Email Templates or Campaigns
- List-Unsubscribe Header
- Preview And Test Your Email Campaign/Templates
- Setting Up Unsubscribe Links In Emails
- Understanding and Managing Email Bounce Suspension
- Ways To Avoid The Spam Folder When Emailing
- Marketing Trigger Links
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Prospecting
- Bulk Prospecting Flow
- How to Create a Prospecting Lead Widget
- How to Create a Workflow for the Prospecting Widget
- How to Customize Marketing Audit Report PDF
- How to Customize the Prospecting Report with Report Builder
- How to Customize Your Marketing Audit Report
- How to Customize your Prospect Report Layout
- How to Generate a Marketing Audit Report for a Prospect
- How to Share Marketing Audit Reports
- Prospecting
- Prospecting Tool
- Prospecting Tool Settings
- Prospecting Widget Overview
- Virtual Business Listings in the Prospecting Tool
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Social Planner
- Connecting Bluesky (Social Posting)
- Connecting Facebook Pages (Social Posting)
- Connecting Google My Business Location
- Connecting Instagram (Social Posting)
- Connecting LinkedIn Profile & Page (Social Posting)
- Connecting Social Accounts
- Connecting Threads (Social Posting)
- Connecting TikTok (Social Posting)
- Connecting Your Instagram Business Account to Your Facebook Account
- Content AI in Social Planner
- Content in Social Planner
- Create Group Hashtags within the Social Planner
- Edit with Ask AI in Social Planner
- Facebook Pages Not Showing
- Facebook Publishing Troubleshooting Guide
- Failed Post Error in the Social Planner
- How Can I Publish Evergreen Content using Category Queue?
- How to Add a Watermark to an Image in the Social Planner
- How to Add Location Tagging to Social Post
- How to Bulk Delete Posts in the Social Planner
- How to Create a Facebook Story
- How To Create A New Post
- How to Create Evergreen Content Buckets
- How to Customize Your Post for Each Platform
- How to Edit Category Queue
- How to Insert a Shortened Link in Social Planner
- How to Manage Comments in the Social Planner
- How to Mention or Tag in the Social Planner
- How to post Recurring Social Posts through the Social Planner?
- How to Post to TikTok
- How to Post Your Reviews on Social Media
- How to Rearrange Media for a Social Post
- How to Schedule Posts for Communities
- How to Schedule Posts in Bulk
- How To Schedule Posts Using RSS URL?
- Ideal File Size and Dimensions For Social Planner Media
- Image Editor in Social Planner
- Notifications for Expired Social Accounts
- Post Approval Flow
- Post Pinterest Pins in Social Planner
- Posting Facebook Reels
- Posting Instagram Reels
- Posting Instagram Stories
- Posting to Facebook
- Posting to Google My Business
- Posting to Instagram
- Posting to LinkedIn
- Posting to Twitter
- Posting to Youtube
- Prerequisites for Bulk CSV Scheduling in Social Planner
- Resolving the “Facebook Post Failed to Publish” Error
- Social Planner
- Social Planner Overview
- Social Planner Settings
- Social Planner Statistics
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Ad Manager
- Media Storage
-
Memberships and Communities
- Certificates
-
Communities
- Client Portal Notifications
- Communities
- Communities Overview
- Community Account Settings
- Community Badges
- Community Group Settings
- Content Management in Communities
- Customize Your Community Theme
- Featured Posts (Pinned Posts)
- Go Live in Communities
- How to Add A Free Course in Your Community
- How to Change the Preferred Language in Communities
- How to Create Community Events
- How to Disable Mandatory Profile Modal
- How to Import a Skool Community to Communities
- How to Invite Members to Your Group via Email
- How to Invite Members to Your Group via Invite Link
- How to Manage Members Inside Groups
- How to Pin Groups
- How to Rearrange Channels in Communities
- How to Set Up Membership Approval Questions
- How to Show or Hide Tabs in Communities
- How to Transfer Ownership of a Community Group
- How to Use Community Tagging Feature
- How to Use the Announcement Channel in Communities
- How to Use the Community Chat Feature
- Learning Tab (Courses)
- Making Groups Private/Public in Communities
- Newsletters for Communities
- Paid Groups
- Private Channels in Communities
- Setting up Paid Courses in Communities
-
Courses
- Courses
- Courses Dashboard
- How Do I Add and Remove Users from Courses and Membership Products
- How to Build a Course
- How to Create Quizzes in Your Course
- How to Drip Content in Your Courses
- How to Edit Closed Captions and Subtitles in Courses
- How to Export Assessment Results
- Importing Courses from Kajabi
- Manage Your Course Comments
- Utilizing Magic Links for Courses
- GoKollab Marketplace
- Memberships
-
Mobile App
- Accepting Payments for Service Appointments in the Mobile App
- Attachments in Invoices & Estimates on the Mobile App
- Automatic Taxes for Invoices on the Mobile App
- Calendars in the Mobile App
- Call Scripts in the Mobile App
- Contacts on the Mobile App
- Conversations in the Mobile App
- Create Products on the Mobile App
- Custom Call Dispositions on the Mobile App
- Documents & Contracts on the Mobile App
- Documents and Files in Contacts on the Mobile App
- Edit Email Snippets in the Mobile App
- Estimate Direct Payments on the Mobile App
- Estimates on the Mobile App
- How to Change Your Password and Enable 2FA on the Mobile App
- How to Download Estimates on the Mobile App
- How to Manage Cards on File for Contacts on the Mobile App
- How to Manage Conversation AI on the Mobile App
- How to Perform an Inbound Call Transfer on the Mobile App
- How to Receive In-Person Signatures on the Mobile App
- How to Schedule an Appointment on the Mobile App
- How to Use Ask AI on the Mobile App
- How to Use Business Card Scanner in the Mobile App
- How to Use Tap to Pay on the Mobile App
- How to View POS Transactions in the Mobile App
- Local Presence Dialing on the Mobile App
- Media Library in the Mobile App
- Multi-Location Incoming Calls on the Mobile App
- Opportunities on the Mobile App
- Phone on the Mobile App
- POS System for Mobile Payments on iPads & Tablets
- Record Payments for Invoices on the Mobile App
- Recurring Appointments in Calendars on the Mobile App
- Service Calendars in the Mobile App
- Services V2 on Mobile App
- Social Planner on the Mobile App
- Taxes & Discounts for Sales on the Mobile App
- View Invoices & Receipts on the Mobile App
- WhatsApp Voice Notes on the Mobile App
-
Opportunities
- Bulk Actions
- How To Automate Lead Value Using Survey Submissions
- How to Book an Appointment from an Opportunity
- How to Create an Opportunity
- How to Create an Opportunity Smart List
- How to Customize Your Opportunity Cards
- How To See Additional Information On An Opportunity Card
- How to Send an Invoice or Estimate from an Opportunity
- How To Sort/Filter Opportunities
- How to use Custom Fields for Opportunities
- List View in Opportunities
- Lost Reason For Opportunities
- Maximizing Your Sales Pipeline
- Opportunities Overview
- Opportunity Forecast
- Opportunity Management
- Opportunity Settings
- Pipelines
-
Payments
- Coupons
-
Documents & Contracts
- Adding Custom Fields For Documents and Contracts Signing
- All Documents & Contracts
- Choosing The Right Currency for Documents & Contracts
- Collect Payment Directly After Document Signing
- Create Document & Contract Templates and Send Them Automatically with Workflows
- Customize Your Subject Line for Documents & Contracts
- Document Variables
- Documents & Contracts
- Documents & Contracts Builder
- Documents & Contracts Templates
- Fillable Element: Initials
- How to Add Expiry Date for Documents & Contracts
- How To Add Signatures To Documents and Contracts
- How to Collect Card Details in Documents & Contracts
- How to Create a Public Document
- How To Create an Invoice Automatically After a Document/Contract is Signed
- How to Send Documents & Contracts
- How to Set Up a Payment Plan in Documents & Contracts
- How to Set Up Multi-Recipient Document Signing
- How To Share Documents And Contracts Via Customized Links
- How to Upload PDFs for Documents & Contracts
- Product List in Documents & Contracts
- Recurring Products in Documents & Contracts
- Settings in Documents & Contracts
- Template Sharing for Documents & Contracts
- Gift Cards
-
Invoices & Estimates
- ACH Debit Payment Method On Invoices
- Auto-Payment for Invoices
- Automatic Invoice Creation
- Customize Email and SMS Notifications for Invoicing
- Estimates Overview
- How to Add Taxes to Invoices
- How To Create A New Invoice
- How to Create a Recurring Invoice
- How to Create an Estimate
- How to Create Invoice Templates and Automatically Send Them In a Workflow
- How to Customize an Invoice Layout
- How To Edit An Active Recurring Invoice
- How to Edit Payment Schedules for Partially Paid Invoices
- How to Import Invoices using CSV
- How to Record Manual Payment for Invoices
- How to Set Up Late Fees on Invoices
- How to Use Opportunity Custom Values in Terms & Notes of Invoices & Estimates
- How to Use Product Description Capability
- Including Payment Plans In Estimates
- Invoices & Estimates
- Invoices Overview
- Invoices: Payment Plans
- Payment Settings for Invoices & Estimates
- Recurring Invoices
- Schedule Reminders for Invoices
- Set Up Fees in Recurring Invoices
- Utilizing CC and BCC in Invoices
- Orders
-
Payment Integrations
- How to Configure Payment Provider by Channel
- How to Integrate Adyen
- How To Integrate Authorize.net
- How to Integrate Mercado Pago
- How To Integrate Network Merchants Inc. (NMI)
- How To Integrate PayPal
- How to Integrate QuickBooks
- How to Integrate Razorpay
- How to Integrate Square
- How to Offer Buy Now, Pay Later Options for Calendar Bookings
- How to Sync Your Invoices to Wave Accounting
- How to Use ACH with NMI for Payments
- Manual Payment Methods Integration
- Payment Integrations
- Payment Integrations Overview
- Stripe Integration
- Using Apple Pay and Google Pay in Order Forms
- Payment Links
- Payment Settings
-
Products
- Creating New Products
- How to Bulk Edit Products for Stores
- How to Create a Digital Product
- How to Create a Free Product
- How to Create a Manual Collection
- How to Create a Smart Collection
- Importing Stripe Products
- Inventory Management
- Product Collections
- Products
- Products Overview
- Reviews & Ratings for Products in Stores
- Reviews in Products Overview
- Utilizing the “Compared At” Feature In Products
- Subscriptions
- Transactions
- Reporting
- Reputation
-
Settings
- Audit Logs
- Business Profile
-
Domains & URL Redirects
- Creating a Subdomain in NameCheap
- Domains & URL Redirects
- How to Add Mailgun Records to Namecheap
- How to Complete a Domain Transfer-In
- How to Manage Domains
- How to Purchase a Domain
- How to Transfer Out a Domain
- Set up a Customized 404 Error Page
- Setting Up Root Domains
- Setting Up Sub-Domains
- URL Redirects Overview
- XML Sitemaps
- External Tracking
- Manage Scoring
- My Profile
- My Staff
-
Objects
- Audit Logs for Custom Objects
- Company Settings
- Custom Object Notes
- How to Bulk Import Custom Objects
- How to Create a Smart List for Custom Objects
- How to Create an Object
- How to Create an Object Using Templates
- How to Rename Standard Objects
- How to Set Up Company Associations with Custom Objects & Opportunities
- How to Set Up Company Associations with Custom Objects & Opportunities
- How to Set Up Contact-to-Contact Association
- How to Set Up Custom Object & Opportunity Associations
- Objects
- Objects Overview
-
Phone System
- Application-to-Person (A2P)
- Business Insights Through Call Recording and Tracking Setup
- Call Loops and How to Troubleshoot Them
- Call Tracking Setup
- How to Appeal a Phone Suspension
- How to Block Spam Calls & Identify Unknown Callers
- How to Configure Messaging Limits
- How to Configure Your Phone Number
- How to Create a Call Script
- How To Enable Call Recording
- How to Enable Call Transcriptions
- How to Enable Multiple Users to Receive Inbound Calls
- How to Make Outbound Calls Using an Existing Phone Number
- How to Perform a Warm Call Transfer
- How to Purchase a Phone Number with Required Address and Bundles Verification
- How to Set Up a VoIP Deskphone
- How to Set Up and Use Verified Caller ID
- How to Set Up Auto Delete for Call Recordings
- How to Set Up Automated Missed Call Text Back
- How to Transfer an Incoming Call
- How to Use Call Dispositions
- Identity Verification for Phone Number Purchases
- Managing and Deleting Twilio Numbers
- Messaging Analytics
- Messaging Policies For Canadian 10DLC Numbers
- Messaging Ramp Progress Card
- Phone System
- Restriction History
- Settings: Phone Numbers
- Toll Free Numbers
- Troubleshooting A2P Registration Failures
- Understanding and Configuring Call Routing
- Voice Calls Settings
- What You Need to Know About Texas Mini-TCPA Law
- Why Doesn’t My Business Name Display after CNAM Registration?
- Preference Management Hub
- Private Integrations
- Settings Custom Fields
- Settings Custom Values
-
Settings Email Services
- Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements in 2024
- Cloudflare MX Records
- Connecting “Other” SMTP Email Services
- Connecting Google Email Services
- Connecting Mailgun
- Connecting SendGrid to Email Services
- Domain Configuration Overview
- Email Bounce Classification
- Email Services
- Fixed-Stage Email Domain Warmup
- Google Postmaster Tool
- How to Add Multiple Domains in Email Services
- How to Create SMTP Credentials
- How to Turn On/Off Email Tracking
- Microsoft SNDS Tool
- Risk Assessment
- Securing Email Links with SSL Certificates
- Setting Up a Default Header for Dedicated Email Domain
- SMTP Troubleshooting
-
Settings Integrations
- Connecting Facebook & Instagram
- Facebook Integration and Lead Management
- Google Ads Integration
- Google My Business
- How to Connect Airtable
- How to Connect ClickUp
- How to Connect Google Contacts
- How to Connect Notion
- How to Connect Shippo Integration
- How to Connect WooCommerce for Stores
- How to Integrate Facebook Pixel with Your Tools
- How to Integrate Google
- How to Integrate Printify for Stores
- How to Integrate WhatsApp
- How to Integrate Xero
- How to Integrate Zapier
- How to Set Up ShipStation Integration
- How to Sync Products to your Facebook Shop
- Integrations
- LinkedIn Integration
- Mapping Facebook Form Fields
- Microsoft Outlook
- Setting Up Shopify Integration
- Settings: Integrations
- TikTok Ads Account Integration
- Troubleshooting and Re-authenticating Across Multiple Facebook Pages
- Troubleshooting Facebook Lead Ads Integration
- Verifying Synchronization Between Google Calendar and CRM
- Tags
- Trust Center
-
WhatsApp
- Appointment Booking WhatsApp Flow
- How to Add a Countdown Timer in WhatsApp Templates
- How to Cancel WhatsApp Subscription
- How to Convert WhatsApp Template to a Utility Template
- How to Create a WhatsApp Template
- How to Link your WhatsApp Business Account to a Facebook Page
- MM Lite for WhatsApp
- Using WhatsApp Media Templates
- WhatsApp Business Profile Management
- WhatsApp Coexistence
- WhatsApp Messaging Limits & Message Links
- WhatsApp Template Analytics
-
Sites
- Analytics Dashboard
-
Blogs
- Blog Analytics
- Blog Builder Overview
- Blog Overview
- Blogs
- How To Add A Blog Post to Your Funnel/Website
- How to Add Hero or Featured Post in a Blog?
- How to Create a Blog Site
- How to Create a New Blog Post
- How to Create Blog Post Outline With Content AI
- How to Edit the Blog Post Style
- How to Import Blogs from CSV
- How to Import Blogs from URL
- How to Set Up an RSS Feed for Blogs
- How to Update SEO for Blog Post
- How to Use Blog AI
- How to Use Blogs For Lead Generation
- How to Use Custom Values for Canonical Links
- Publish or Schedule Blog Post
- Section Templates & Global Sections in Blogs
-
Chat Widget
- Agent Tab
- Chat Widget
- Chat Widget Overview
- Chat Window Tab
- Creating Your Chat Widget
- How to Collect Visitor Details Before a Live Chat Starts
- How to Create a Facebook Chat Widget
- How to Create an Instagram Chat Widget
- How to Install Your Chat Widget
- How to Set Up and Use the Voice AI Chat Widget
- How to Use the All-in-One Chat Widget
- Messaging Tab
- Widget Tab
- Client Portal
-
Form / Survey Builder
- Address Element
- Advanced Tab
- Automatic Time Zone Capture on Forms and Surveys
- Date Fields in Forms/Surveys
- Email Verification in Forms & Surveys
- File Upload Element in Forms and Surveys
- Form / Survey Builder
- How to Clone Elements & Slides
- How to Enable Email Notifications for Form/Survey Submissions
- How To Get a Survey or Form’s I-Frame Code?
- How to Set Preferred Languages for Your Forms/Surveys
- How to Set Up Recurring Donations in Forms & Surveys
- How To Use Sticky Contact
- How to Utilize Undo and Redo in Forms & Surveys
- Image Element
- Integrating Payment Into Forms
- Line and Box Style in Form and Survey Builder
- Manual Payments in Forms & Surveys
- Opportunity Custom Fields in Forms & Surveys
- Organize Your Forms & Surveys With Folders
- Other Option in Forms & Surveys
- Products in Forms & Surveys
- Rating Element
- Score Element
- Setting Up Auto Responders for Forms and Surveys
- Signature Element
- Terms and Conditions Element
- Text Element in Forms & Surveys
- Version History in Forms/Surveys
-
Forms
- Analyze Forms
- Button Element in Forms
- Creating A Client Request Form
- Form Builder Overview
- Form Elements Overview
- Form Settings Section
- Form Submissions
- Forms
- How to Add Custom Object Fields in Forms
- How to Create a Simple Form
- How to Create an Event Registration Form
- How to Implement ActiveProspect Consent Tracking on Your Form
- How to Use Conditional Logic in Forms
- How to Use URL Parameters to Pre-fill Form Fields
- Styles Tab
-
Funnel / Website Builder
- 1-Step Order Form
- 2-Step Order Form
- Advanced Site Safety: Security Headers
- Automating Copyright Year Update Using Custom Values
- Block Editor in Funnels & Sites
- Blog Post
- Bullet List
- Button
- Calendar
- Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
- Code
- Columns
- Content AI in Funnels and Websites
- Cookie Consent in Funnel/Website Builder
- Countdown
- Day Timer
- Elements
- FAQ
- Form
- Funnel / Website Builder
- Funnel Builder Overview & Settings
- Headline
- How to Add a Facebook Meta Tag for Domain Verification
- How to Add A Meta Tag for Google Search Console Domain Verification
- How to Add a Popup on Your Funnel/Website
- How to Add a Schema Markup in Sites
- How to Add Hyperlinks to Your Funnels & Websites
- How to Add Items To A Dropdown Within The Navigation Menu
- How to Add the Review Widget on Your Website or Funnel
- How to Create a Footer on a Landing Page
- How to Create a Page for Your Lead Magnet
- How to Create Engaging Pricing Columns in Your Funnel
- How to Edit an Image for Mobile View
- How to Embed a Form into Your Website
- How to Embed a Google Calendar on Your Website
- How to Implement Picture-in-Picture Mode in Funnels
- How to Prevent Search Engines from Indexing Your Website or Funnel Pages
- How To Set Canonical Links for Your Website or Funnel
- How to Use Ask AI in Funnel & Website Builder
- How to Use Brand Boards in Funnels & Websites
- How to Use Custom Fonts in Funnels & Websites
- How to Use Global Sections
- How to Use Universal Sections
- Image
- Image Feature
- Image Slider
- Implementing Terms and Conditions in Order Forms
- Keyboard Shortcuts in Page Builder
- Logo Showcase
- Manage Settings
- Map
- Minute Timer
- Navigation Menu
- Number Counter Widget
- Order Confirmation
- Paragraph
- Photo Gallery
- Prebuilt Elements in Funnels/Websites
- Prebuilt Section Templates in Funnels & Websites
- Pricing Table
- Progress Bar
- QR Code Element
- Rich Text
- Rows
- Sections
- Social Share Element
- Sub-Headline
- Survey
- SVG
- Testimonial Element
- Text Element
- Understanding Local vs. Organic SEO
- Universal Elements in Funnels & Websites
- Utilizing Box & Text Shadows in Sites
- Video
- What is the Difference between the Saved Section Types?
-
Funnels
- Common Funnel Ideas
- Enhancing Your Funnel Pages with Personalization
- Events Tab – Funnels
- Funnel Paths
- Funnels
- Funnels Overview
- How to Add an Order Bump to a Funnel
- How to Add an Upsell Product in Funnel Forms
- How to Add Facebook Pixel to Funnels for Enhanced Tracking and Analytics
- How to Build an Ebook Funnel
- How to Change Fonts in Your Funnel
- How To Clone and Share Funnels
- How to Create a Product and Add It to Your Funnel
- How to Create an Email Unsubscribe Page
- How to Import a Funnel From ClickFunnels?
- How to Redirect Leads to a Thank You Page
- How to Track Video Engagement
- How to Update Your Funnel URL Paths
- How to Use Funnel Agent in Ask AI
- How to Utilize Video Backgrounds in Website or Funnel
- Sales Tab – Funnels
- Settings Tab – Funnels
- Stats Tab – Funnels
- Steps Tab – Funnels
- Troubleshooting Upsell Products in Your Funnel
- QR Codes
- Quizzes
-
Stores
- Buy Now Button
- Checkout Element
- Collections List Element
- Customer Access Center for Stores
- Events Tab – Stores
- Featured Products Element
- How to Accept Manual Payments in your Stores
- How to Create a Custom Product Details Page for Stores
- How to Deliver Digital Products in Stores
- How to Import Products for your E-Commerce Store
- How to Receive Notifications for Store Order Placement
- How To Set Up An E-commerce Store
- How to Set Up Wishlisting for Stores
- How to Use Upsell Element in Stores
- Navigation Menu in Stores
- Pages Tab – Stores
- Product List Element
- Products Tab – Stores
- Sales Tab – Stores
- Search Bar Element
- Security Tab – Stores
- Settings Tab – Stores
- Stats Tab – Stores
- Stores
- Stores Overview
- Thank You Page Element
- Surveys
- Webinars
- Websites
-
WordPress
- Generate New AI Page in WordPress
- How to Clone a WordPress Site
- How to Integrate Your Account with WordPress
- How to Troubleshoot a WordPress Site
- Manage Website for WordPress Overview
- Manual Backup & Restore for WordPress Hosting
- Website Templates for WordPress
- WordPress
- WordPress Hosting Management
- WordPress Logs