Changelog
Follow up on the latest improvements and updates.
RSS
improved
Payments
Invoicing
New triggers for Payment Links and Paypal for recurring invoices
What's Changed ?
Order Submitted Trigger for Payment Links
Order Submitted Trigger is now enabled for payment links.
- When a customer completes a purchase through a payment link, business users can:
- Utilize the Order Submitted Trigger to automate post-purchase workflows.
- Tailor actions to specific business needs, such as sending confirmation emails, updating data, or notifying teams.
PayPal Payment Method Support for Recurring Invoices
PayPal is now supported as a payment method for recurring invoices,
provided that auto-payment is not enabled
.- If PayPal integration is active in the system:
- Business users can offer PayPal as an option for their recurring billing needs.
- Customers gain more flexibility in choosing their preferred payment method.
What's Changed?
Custom Values in Estimates
- Business users can now leverage custom values when sending estimates to their customers in the terms and notes section.
- These custom values can be configured at:
- Editor level: Adjust specific values directly while editing an estimate.
- Settings level: Set predefined custom values for consistent application across all estimates.
Partial Quantity Support
- Business users can now configure partial quantities for items within estimates.
- This enhancement provides greater flexibility, allowing users to offer services or products in fractions (e.g., 1.5 hours, 0.25 units
What's new?
The '
Marketplace
' menu on the Agency left nav has been renamed to 'Add-Ons
' for clarity.Why?
- It was confusing for agency users to find two menus with similar names - 'Marketplace' and 'App Marketplace' on the left nav.
- 'Add-Ons' is the appropriate nomenclature for the former page as it lists add-on products and services offered by HighLevel.
Preview Images
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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🚀
2 New Website Templates Published
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Medical - 1
Creative - 1
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1 New Store Templates Published
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Medical - Dental Supplies - 1
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🚀
2 New Funnel Templates Published
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Beauty & Fashion - 1
Business, Coaching & Consulting - 1
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🚀
3 New Email Templates Published
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Automotive - 1
Other - 2
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1 New Form Templates Published
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Financial - 1
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1 New Survey Templates Published
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Restaurant & Bar - 1
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4 New Social Templates Published
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Beauty & Fashion - 2
Business Coaching and Consulting - 2
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5 New Ad Templates Published
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Insurance - 1
Legal - 1
Home Services - 1
Health & Wellness - 1
Marketing Agency - 1
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📣
1 New Snapshot
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Automotive - Tire Shop
Release Highlights
- Faster and More Efficient Imports:Experience smoother performance and reduced processing times.
- Improved User Experience:Enhanced import stats with categorized success, error, and warning counts.
- Clearer error and warning messagesfor better troubleshooting.
- Easy download of detailed error and warning logs.
- Broader Support:Added compatibility for more date formats and phone number formats.
- Deduplication settingsnow unified with universal settings.
- UX Upgrades:Significant bug fixes and improvements in the experience of importing contacts with upfront details about how the import would happen.
Steps to Use the Enhanced Import Experience:
- Navigate to settings and turn on the Labs feature for your subaccount > "Enhanced Contact Import"
- Go to Contacts and click on Import in the top bar.
- Select "Contacts" and click on Next for importing contacts or select both Contacts and Opportunities to import both.
- Select whether you want to Create, Update, or Create and Update records.
- Match the fields in your file with the corresponding fields in the system.
- Finalize your settings and start the import.
- After the import, check detailed stats under the Bulk Actions page, including success, error, and warning counts.
We’ve enhanced the contact merge functionality to make it smarter, more intuitive, and user-friendly.
This feature is currently available in Labs.
Here’s what’s new:
- Merging and Adding Additional Email Addresses and Phone Numbers:Retain additional email addresses and phone numbers while merging contacts. Select a primary email and phone number during the merge process as per your requirement.
- Improved DND Preference Management:Gain full control over DND settings by selecting preferences for each communication channel individually.
- Updated UX:Experience a cleaner interface with significant fixes and performance improvements to streamline your workflow.
How to use this?
- Enable the feature under Subaccounts > Labs > "Updated Merge Feature"
- Select multiple contacts and click on Merge on the top bar.
- Choose the Master Record
- Review and Map Fields
- Confirm the Merge
What’s Next?
- Automatic Duplicate Identification:Effortlessly find duplicates based on phone numbers, email addresses, and names.
- Field-Level Customization:Gain more control over activities, courses, and other fields during the merge process, enabling you to select exactly what gets retained in the final contact record.
Release Type: T2- New feature
🥁
Drum rolls please
🥁We’re thrilled to introduce the much awaited and powerful new feature of re-purposing your previously posted content by creating
Evergreen content buckets
categorised based on different themes to be posted consistently creating brand visibility and supercharge your content strategy. 👀
What’s New?
Now you can effortlessly repurpose your best content and maintain a consistent online presence with the new Category Tagging system in your posting queue. This feature is designed to simplify content management, maximize engagement, and ensure your brand voice remains active across platforms—without additional effort.
📝
Key Highlights:
- Evergreen Content Management
- Easily categorize your evergreen content, ensuring it gets shared repeatedly over time.
- Automatically fill your queue with pre-tagged posts, keeping your timelines active, even on busy days.
- Smart Category Tagging
- Organize content into categories (e.g., Blog Posts, Tips, Promotions) for precise scheduling.
- Set specific posting times for each category, ensuring the right content reaches your audience at the right time.
- Consistent Posting Schedules
- Never miss a post! The queue intelligently cycles through your categorized content to maintain consistency.
- Perfect for building a predictable and reliable brand presence online.
- Repurpose with Ease
- Breathe new life into old but valuable content.
- Focus on creating new ideas while your existing content continues to work for you.
📎
How it works?
Pre- requisite:
User should have a list of published
posts tagged to a category
which can then be utilised as a part of new category queue creation.- Navigate to New Post button -> Click on Category Queue option.
- Select a Category- Choose the desired Category for creating the queue.
- Enable Preferences- Enable options like Enable Future Posting or Prioritise Content by checking the corresponding checkboxes.
- Future Posting - adds any upcoming content published or added to the queues
- Prioritise Content- adds the new content to the front of the queue to publish first.
- Set Posting Schedule- Select the preferred Days and Time for your posts.
- Edit Content- Review and edit the Media or Content of the posts as needed.
- Fix any Errors identified by the caution, error and warning messages.
- Click Queue Post button to Schedule the posts incase no errors are present.
- Click Queue Post button to finalise and Save as Draft incase any errors are present. Alternatively, click Cancel to save your progress as a draft for future editing.
- User can pause or resume the category queues at any given point of time from the 'content' tab by enabling/disabling the toggle.
- User can also delete the category queue if needed, from the three dots icon.
📒
Pointers to note:
- Category queues can be created for already published content, tagged to a certain category.
- Category queues can be paused/ resumed at any point as we deem fit for planning the content.
- It can be deleted incase we do not want the same content to go out.
- The content of the previously published posts- can be edited/ updated while the creation of category queue.
- The category queue created cannot be edited, re-scheduled for a different timeframe currently.
FAQ:
- How can I support future posts in the category queue?
- All the previous and future posts tagged to the 'category' will be automatically added to the category queue, incase the new posts needs to be added to front of the queue- please select the option 'Enable Future Posting' and 'Prioritise Content' .
improved
Phone System
Increased rate limits for Voice AI calls
Date of release: 12-12-24
- Increased rate limits for Voice AI calls to 200 calls per minute so that your AI agent can serve many more customers in parallel
Rate limits for regular calls (NOT answered by Voice AI) remain the same as earlier:
- more than 10 calls Froma number per minute -> 1 violation (block current call)
- more than 15 calls Toa number per minute -> 1 violation (block current call)
- more than 5 violations per hour -> block all inbound calls for that sub-account
new
Conversation AI
Change Log: Add Contact Info
What’s New?
We’ve introduced the Add Contact Info feature, enabling users to add or update contact's information—such as name, phone number, email, and more—directly through the AI bot. This ensures accurate and up-to-date contact data while streamlining the process for managing contact information.
How it Works?
Access the Add Contact Info Feature:
- Navigate to the Bot Goals tab.
- Click on the Add Contact Info button to access the details.
- If creating a new bot, you must edit the bot name or assign a new name before accessing this feature.
Set Up the Fields:
- Action Name:
- Assign an action name to identify the update. For example: "Contact’s Date of Birth."
- Select Field:
- Choose the field to update (e.g., name, phone, email, business name, date of birth).
- What to Update:
- Provide a short description of the update. For example:
- If updating Date of Birth, write: "This is the birth date of the contact."
- If updating Business Name, write: "This is the business name of the contact."
- Output Example (Optional):
- Provide an example of the updated information for clarity (e.g., "5th Jan 1990").
- Click Save to finalize the settings.
Important Notes:
- The bot only updates empty fields in the contact information.
- Email and phone numbers are automatically updated and do not require manual updates through this feature.
Best Practices for Bot Prompts:
- After saving or updating contact information, include explicit instructions in the bot’s prompt to collect customer details. For instance:
- "Ask the customer for their date of birth."
If this instruction isn’t included, the bot won’t request the required information, and the field will remain unupdated.
Example Prompt for Collecting Contact Information:
When booking an appointment, use this mandatory instruction:
"Mandatory Instruction: Before booking an appointment, always start the conversation by asking these questions one after another:"
- Ask for the customer's name.
- Ask for the customer's email.
- Ask for the customer's phone number.
- Ask for the customer's date of birth.
- Ask for the customer's business name.
By following these steps, you can ensure accurate and efficient data collection for improved customer interactions.
Email Notification Preferences
Course creators can now customize and control email communications for course-related events.
- Highlights:
- Enable/Disable email notifications for specific events.
- Tailor communications to ensure relevance and clarity for students.
- Email Types Covered:
- Course Sign-up Emails
- Offer Access Emails
- Drip Emails
- Course Comments Emails
- New Course Materials Unlocked Emails
Video Thumbnail Enhancements
Instructors can now enhance the visual appeal of video content with custom thumbnails.
- Highlights:
- Upload custom thumbnails for videos.
- Select specific frames from videos as thumbnails.
- Benefits:
- Improved engagement and presentation of video materials.
- Attracts learners with visually optimized content.
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