Changelog
Follow up on the latest improvements andΒ updates.
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new
Forms
Surveys
Zero-Dollar Checkout for Sell Products - Forms & Surveys
π³
Skip the Credit Card on $0 Orders
Selling through Forms and Surveys is greatβbut asking someone for their credit card when the order comes to nothing isn't. We've introduced a new Require Credit Card setting on the Sell Products element, so free orders can be completed without any card entry at all.
β¨
What's New
A new
Require card for $0 orders
toggle is now available on the Sell Products element in:- Forms
- Surveys
When turned OFF, a product order that
totals $0
with nothing recurring due will hide the payment fields entirely
and complete as a free checkout.
βοΈ
Key Highlights
- π³Β New Require card for $0 orderstoggle on the Sell Products element

- πΒ Payment fields are hidden automatically when a product order totals $0
- π·οΈ Works for coupon-driven zero too - a 100% discount hides the card as soon as the total reaches $0
- πΒ For Forms and Surveys embedded in a Funnel, the Funnel-level Require Credit Card setting takes precedence over the element setting
- π Subscriptions, free trials, and any order with a recurring amount still require a card
- π‘οΈ Fails safe - if a total can't be confirmed as $0, the card is always shown and payment is collected as normal
- π§ΎΒ Free orders are still created and recorded, so submissions and order history stay complete
- βοΈ Existing Forms and Surveys continue to work exactly as before
- π» π± Fully supported across desktop and mobile experiences
βοΈ
How It Works
- Add or open a Sell Products element in your Form or Survey.
- Turn Require card for $0 orders.
- When a customer's product selection totals $0with nothing recurring due, thepayment fields are hiddenand the order completes without card entry.
- For Forms and Surveys embedded in a Funnel, the Funnel's Require Credit Card settingis used instead of the element setting.
- If the toggle is left ON, card collection behaves exactly as it does today.
π
Notes
- The setting defaults to ON, so nothing changes for existing Forms and Surveys unless you choose to turn it off.
- Donation and custom-amount payment types are out of scopeβtheir behavior is unchanged.
- Subscriptions and free trials always require a card, even when nothing is due today, because a card is needed for the future charge.
- Card collection is never skipped on a total that can't be confirmed as $0βthis includes a pricing summary that fails to load, or a customer submitting while their totals are still updating after a product, variant, coupon, or order bump change.
- Also improved in this release: the payment element no longer briefly appears and disappears on $0 orders, card details entered on paid orders are preserved when changing quantity or applying a coupon, and Surveys embedded in Funnels now receive Funnel context correctly.
Free and paid offers can now live in the same Form or Survey without asking customers for card details they shouldn't need to give. π
new
Reporting
Dashboard
Turn Your Custom Fields Into Real Metrics in Sub-account dashboards and custom reports
π
What's New?
- Numeric and monetary custom fields on ContactsandOpportunitiescan now be used as metrics β not just filters or groupings.
- Aggregate them with Sum, Min, Max, or Average.
- Available everywhere metrics live: Dashboard widgets, Custom Reports, and the Custom Metric module.
- Any new custom field you create shows up in the metric picker automatically β no setup required.
π·
How It Works:
- Open a dashboard widget, custom report, or the Custom Metric module and go to add a metric.
- In the Fielddropdown, select any numeric or monetary custom field (e.g., "Property Value") β it now appears alongside your standard fields.
- In the Aggregationdropdown, choose Sum, Min, Max, or Average.
- Your widget or report now reflects that custom field's aggregated value, live.
π
Why It Matters:
- Report on what actually matters to your businessβ if you've been tracking deal size, treatment cost, property value, or any other custom number, you can now build real dashboards around it instead of exporting to a spreadsheet.
- No more manual mathβ Sum, Min, Max, and Average are calculated for you, live, instead of being tallied by hand.
- Zero setupβ new custom fields are metric-ready the moment you create them.
π
Note:
- Applies to numeric and monetarycustom field types in Contacts and Opportunities.

We are thrilled to announce our new web templates, designed to elevate your marketing efforts. Whether building a website, creating a sales funnel, or sending email campaigns, our versatile and user-friendly templates have you covered. Fully customizable and professional, they streamline your workflow, saving you time and letting you focus on engaging your audience and driving results.
List of New Templates
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1 New Website Templates Published
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Automotive - 1
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1 New Funnel Templates Published
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Marketing Agency - 1
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1 New Email Templates Published
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Automotive - 1
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4 New Social Templates Published
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Health & Wellness - 2
Creative - 2
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π
2 New Facebook Ad Templates Published
π-----------------------------------------------------
Automotive - Car Rental Agency
Health & Wellness - Weight Loss
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5 New Google Ad Templates Published
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Home Services - Dry Cleaning
Health & Wellness - Weight Management
Finance - Payment Solutions
Creative - Digital Designer
Business Coaching & Consulting - Education Tutor
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7 New LinkedIn Ad Templates Published
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Insurance - Health Insurance
Finance - Credit Repair
Real Estate - Real Estate Management
Business Coaching & Consulting - Business Mentoring
Marketing Agency - Affiliate Marketing Services
Finance - Tax Consultant
Creative - Professional Photographer
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π
3 New Workflow Templates Published
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Sales & Appointments - Calendar Booking Confirmation
Industry-Specific - Just Sold/Just Listed Announcement
Industry-Specific - Insurance Quote Follow-Up Sequence
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1 New Snapshot
π£------------------------------------------------------
Creative - Dance Company























new
Certificates
Badge automation is now available in Workflows
Badges can now be issued and used to trigger follow-up actions directly through Workflows, making it easier to automate recognition and what happens next.
π Whatβs new:
- Issue Badge action: Automatically issue a selected badge when your workflow conditions are met.
- Badge Issued trigger: Start a workflow when a badge is issued and automate follow-up actions such as sending a message or email, updating a contact, or starting another automation.
β
Why it matters?
- Makes badge recognition part of your existing workflows
- Automates what happens after a badge is issued
- Helps you build more engaging journeys around achievements and milestones
More improvements are on the way π

Anthropic and Google models are now available inside the AI Agent Action in workflows, alongside OpenAI. You can choose your provider, select a model, and control how much reasoning it applies, all from a redesigned selection interface.

What's New
Expanded Provider and Model Support
The AI Agent Action now supports models from three providers:
- Anthropic:Claude Opus 5, Claude Sonnet 5, Claude Haiku 4.5
- Google:Gemini 3.6 Flash, Gemini 3.1 Pro Preview
- OpenAI:GPT-5.6 Luna, GPT-5.6 Tera, GPT-5.6 Sol, GPT-5 Nano
Redesigned Model Picker
Models are grouped by provider in a new selection interface. Models that support reasoning are marked with a thinking chip, and each model carries a short description of what it is built for, so you can evaluate the options before committing.

Effort Control
Set reasoning effort to Low, Medium, or High from the same dropdown. Higher effort produces deeper reasoning on complex tasks; lower effort returns faster responses on simpler ones. Effort control is available on models that support thinking.

How to Use
- Open your AI Agent Action.
- Click the model dropdown.
- Browse by provider, and use the thinking chip and model description to select a model.
- Choose an effort level from the same dropdown.
- Save and publish.
Why This Matters
A flagship model can handle multi-step reasoning where accuracy is critical, while a faster, lighter model handles intent classification, simple reads, and basic operations - allowing you to choose the right model for your task in hand.
Effort control adds a second dimension to that decision, letting you tune quality against speed and token consumption on each action independently.
Layered on top of the token optimization shipped earlier, the same task now runs up to 50% cheaper.
improved
Ad Manager
Instagram Explore Feed Placement Discontinued by Meta
Meta has
discontinued the Instagram Explore Feed placement
as part of their Marketing API v26 update.This upgrade means
'Instagram Explore' is no longer available as an ad placement in the campaign creation workflow
. But, your existing campaigns stay running, and the transition happens automatically in the background with no errors or action required.π What changes?
- Instagram Explore Feed is no longer available as a selectable ad placement, per Meta's v26 API changes.
- The upgrade ensures continuity, keeping the ad manager product compliant with Meta's v26 Marketing APIrequirements.

π· How it works?
- No action needed- the ad placement deprecation happens automatically and silently with no errors surfaced.
- Published Meta campaigns with Explore enabled remain live and unaffected.
- Draft campaigns have Explore removed automatically as soon as the ad set is saved.
- Delivery shifts to other eligible placements.
β Why It Matters
- Ensures continuity- live campaigns are not disrupted or unpublished by this change.
- No errors or failures surfaceto users during the transition.
- Compliance with Meta's v26 Marketing API requirements.
π Notes
- This is a Meta-driven platform deprecation, not a HighLevel product decision.
- Existing Template Library and campaign workflows remain otherwise unchanged.
new
improved
Calendar
π Calendar AI β AI-powered Calendar setup
Weβre rolling out
Calendar AI
to make it easier for new users to go from βI need a calendarβ β configured calendar β first booking.
β¨
What can users do with Calendar AI?
Users can simply describe what they need, and Calendar AI recommends and creates the appropriate calendar.
During the guided flow, users can:
- Describe their use case instead of figuring out which calendar type to create
- Add team members
- Configure availability
- Choose a meeting location
- See a live preview of the booking calendar
- Book a test appointment once setup is complete
- Discover Calendar capabilities by asking questions or choosing from preset prompts
π
Next up β Calendar troubleshooting
We're extending Calendar AI to help with one of our common Calendar support questions:
>
βWhy isn't this specific slot showing on my booking widget?β
Calendar AI will use the customer's Calendar configuration to identify
why the slot isn't available and what needs to change.



What's New
Your SaaS customers can now switch their billing frequency β from monthly to annual, or annual to monthly β including at the same time as upgrading or downgrading their plan. This wasn't possible before.
Why It Matters
If your SaaS customers have wanted to move to annual billing (or back to monthly), they can now do that directly β on its own or together with a plan change.
Notes
- Proration is not currently available for these changes.
new
improved
Calendar
Clearer Card-on-File & $0 Payment Handling for Calendars
Weβve improved
Calendar Payments
to clearly separate collecting a card on file
from bookings where no payment is required
.β¨
Whatβs changing?
Previously, businesses could configure a
$0 payment amount
when they wanted to collect a customerβs card details without charging them.This created an unintended experience: if a booking became free β for example, after applying a
100% discount coupon
β customers could still be asked to enter their card details and a $0 transaction could be processed.Weβre separating these two use cases with a dedicated
βCollect Card on Fileβ
option in Calendar Payment settings.π³
Collect Card on File
When
Collect Card on File
is enabled:- Customers will be asked to provide their card details during booking
- Their card will be securely saved for future use
- They will not be chargedwhile booking the appointment
- No payment transaction will be created during booking
This gives businesses an explicit way to collect a card
without requiring an upfront payment
.π°
$0 and free bookings
When
Charge upfront
is enabled, payment collection will now depend on the final amount due
.- Final amount > $0β Collect payment details and process the payment normally
- Configured amount = $0β Skip card collection and payment entirely
- Coupon reduces the amount to $0β Skip card collection and payment entirely
- Coupon leaves an amount > $0β Collect the discounted amount normally
This means customers making a genuinely
free booking will no longer be asked for unnecessary payment details or go through a $0 transaction.

fixed
improved
Automations
Email Events: Message ID Now Available in the Dynamic Picker
Overview
The Email Events trigger fires on opens and clicks, but the event never carried anything that identified which email produced it. If you pushed those events to an external system with the Send Webhook action, there was no Message ID variable to pick.
What's new
Email Events now carries a unique Message ID, and you can select it as a custom value inside the Send Webhook body.
How it works
Open the Send Webhook action in a workflow that starts with Email Events, then pick Message ID from the custom value picker when you build the payload. Every open and click on the same email sends the same ID. A different email sends a different one. The ID rides along with the event itself, so an open that arrives late still points back to the email that generated it.
Why this matters
Teams feeding email engagement into an external dashboard had no reliable way to dedupe. Email Opened fires on every open, including repeat opens of the same message, and resolving the email through the API by "most recently sent" got the wrong answer whenever a contact opened something older.
Simple example
A marketing agency sends two campaign emails in the same week and pipes open and click events into its own reporting dashboard. With Message ID in the webhook body, each open lands against the specific email it came from, and the same contact opening one email four times collapses into a single engagement record instead of four.
Additional Notes
- Applies to both Email Opened and Email Clicked on the Email Events trigger.
- The ID is stable per message. Repeat opens send the same value every time.
Preview

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