Follow up on the latest improvements and updates.

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October 6, 2024

new

Social Planner

Email Builder

Forms

Surveys

Funnels and Websites

Introducing New Templates

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
  🚀
------------------------------------------------------
Home Services - 1
Marketing Agency - 1
------------------------------------------------------
🚀 3 New Funnel Templates Published
  🚀
------------------------------------------------------
Financial - 1
Marketing Agency - 1
Home Services - 1
------------------------------------------------------
🚀 4 New Email Templates Published
  🚀
------------------------------------------------------
Real Estate - 3
Home Services - 1
-----------------------------------------------------
🚀 1 New Form Templates Published
  🚀
-----------------------------------------------------
Creative - 1
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🚀 1 New Survey Templates Published
  🚀
-----------------------------------------------------
Business, Coaching & Consulting - 1
-----------------------------------------------------
🚀 4 New Social Templates Published
  🚀
-----------------------------------------------------
Restaurant and Bar - 2
Travel & Hospitality - 2
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📣 1 New Snapshot
 📣
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Creative - Event Planner
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💥 1 Revamped Existing Template  💥
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Updated templates featuring new copy, refreshed images, and improved navigation and heading tags. These enhancements aim to deliver a more engaging user experience and provide relevant, useful content, ultimately improving the functionality and visual appeal of our templates.
Websites
* Deck Builders 

October 3, 2024

improved

Security

API

Security Update - Auto-deletion of API keys after 90 days of inactivity

The Marketplace team is rolling out an important security update - Auto-deletion of API keys after 90 days of inactivity

Why is this feature important?

API v1 keys can be exploited to gain unauthorised access to the platform and perform fraudulent activities such as SMS Pumping. This results in monetary loss to customers, hence a critical security priority for HighLevel.

What is the new security update?

Agency or sub-account API keys that have not been used in the past 90 days will be automatically deleted.
Deletion cadence: This activity will be once a quarter (automated). The first inactive API Keys auto-deletion is scheduled for 29 October 2024.

Communication cadence:

The impacted Agency and Sub-accounts admins will receive three in-app notifications giving them a heads-up - 15 days, 7 days, and 1 day before the deletion
Agency admins (including those whose locations are impacted) will receive an email 15 days prior with a complete summary of the upcoming deletion
One day before the deletion, for 24 hours, the impacted agencies and sub-accounts will see a banner informing them about the upcoming deletion.

Support Article

Preview of system notifications for impacted agencies and sub-accounts

October 3, 2024

new

improved

Automations

If/Else Action Major Upgrades

We're excited to announce a significant enhancement to the If/Else Action that includes major UI changes, a whole new take on Branches and Recipes for If/Else.

What's New ?

Introducing Scenario Recipes

- We’ve completely reimagined how you set up your If/Else conditions by introducing Scenario Recipes. These are pre-built templates that simplify the setup process:

Select from one of our pre built recipes just for If/Else.
Click the dropdown and select from the 10 recipe types we have or build your own.
These recipes will also tell you if there are any pre requisites you want to add before using these recipes.

Enhanced Branch Functionality

- The If/Else branches in the builder have also gone through a major upgrade.

You can now see a concise text summary of each branch, making it easier to understand at a glance which conditions are being met.
For branches with multiple conditions, simply click "+x more conditions" to view a full list in a convenient pop-up window.
Clicking on any branch will isolate it for editing while collapsing others, so you can focus on one branch at a time.

"Time of the Day" condition

In the "Current Hour" condition type user was only able to select the hour options.
We have added a new option in "Date - Time" condition and that is "Time of the Day"
This allows users to select specific times down to 15-minute intervals, offering more granular control.
For simplifying, we show descriptions of selected values to indicate in what situation those will be true

UI Upgrade

Enjoy a refreshed UI for the If/Else action, making it more user-friendly.
The Branch Configuration screen has been streamlined.
The new Condition Dropdown makes it easier to search and select specific conditions.
Also now user can simply drag and drop branches to re-arrange them in UI

October 3, 2024

new

Automations

WhatsApp: Workflow Statistics

WhatsApp: Workflow Statistics
We are excited to announce the launch of the WhatsApp Statistics feature for Workflows, providing users with comprehensive insights into the performance of their WhatsApp actions. This new feature helps users track the effectiveness of their WhatsApp communication and offers detailed breakdowns of message statuses within workflows.
👀 What’s New?
Total Messages Sent
: View the total number of WhatsApp messages triggered by the selected workflow action.
Pending Messages
: Track messages that have yet to be triggered.
Successfully Sent Messages
: See messages that have been sent to recipients (indicated by one tick on WhatsApp).
Delivered Messages
: Monitor messages that have reached the recipient's device (two ticks on WhatsApp).
Messages Read by Customers
: Check which messages have been opened by recipients (blue ticks on WhatsApp).
Failed WhatsApp Messages
: View messages that encountered errors, such as unavailability on WhatsApp, blocked templates, or reaching per-user marketing limits.
🛠️ Why This Matters:
With this new statistics feature, you gain valuable insights into the delivery and interaction status of your WhatsApp messages, allowing you to monitor and optimize your communication strategy. This level of visibility ensures you can act on failed messages and analyze successful engagements for better customer outreach.
👷 How It Works:
Go to Automations
 > Select Workflow with WhatsApp Action
.
Click on the WhatsApp Action
 > Statistics.
View the comprehensive stats breakdown, including the number of Total, Pending, Sent, Delivered, Read, and Failed messages.
Exporting WhatsApp Statistics: After viewing the statistics, click the Export button to download a detailed report.
Statuses and Their Meanings:
Total: Total WhatsApp messages triggered in the selected workflow.
Pending: Messages yet to be triggered.
Sent: Messages sent to the recipient (one tick).
Delivered: Messages delivered to the recipient’s device (two ticks).
Read: Messages opened by the recipient (blue tick).
Failed: Messages that encountered errors such as blocked accounts, template issues, or reaching message limits.
📚 Support Article: For more details on how to use and interpret WhatsApp Workflow Statistics, refer to our support article here.

October 1, 2024

new

improved

Automations

Custom Value Picker for Dropdown, Numeric and Date fields

Previous Behaviour:

Before this update, users couldn't access the Custom Value Picker for certain field types, limiting flexibility.
Before, you could only choose a pre set tag for each automation

What's New ?

We've introduced a new dropdown feature that allows users to toggle between standard values and the Custom Value Picker for specific field types.

Now, you can dynamically tag them based on data from the automation trigger.
It allows you to use tags for a very wide range of functions

The users will have 2 options to select from:

Standard Values: Users can input data based on the field type (e.g., date, dropdown, numeric).
Custom Value Picker: Users can use the custom value picker to select from.

Real Life Use Cases:

Type service plus location would be a tag like this: bushtrimming-{{contact.postal_code}}
When a specific user has set a lead I want to use/create tags like: "setter_{{user.name}}"
User wants to add a tag sign up offer or sign up date they can tag like Signup-{{right_now.month}}-{{right_now.year}}

Phase 1 Rollout

To start, this feature has been applied to two actions:

Add Contact Tag
Remove Contact Tag

How to Use?

Click on the 3 dots that is added on the right side of the field
Change the Field Type to "Custom"
Select the value from the Custom Value Picker
In the custom values tag that are added can be string ‘tag-1’ or [‘tag-1’, ‘tag-2’], or ‘tag-1, tag-2’

What's Next?

We're working to expand this feature across multiple actions. The goal is to provide "Custom Value Picker" functionality for all fields. The next actions to receive this feature include:

Assign Users Action
If Else Action

September 28, 2024

new

Introducing New Templates

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
------------------------------------------------------
🚀 2 New Website Templates Published
  🚀
------------------------------------------------------
Beauty & Fashion - 1
Automotive - 1
------------------------------------------------------
🚀 2 New Funnel Templates Published
  🚀
------------------------------------------------------
Home Services - 1
Health & Wellness - 1
------------------------------------------------------
🚀 1 New Email Templates Published
  🚀
------------------------------------------------------
Real Estate - 3
Health & Wellness - 1
-----------------------------------------------------
🚀 1 New Form Templates Published
  🚀
-----------------------------------------------------
Beauty & Fashion - 1
-----------------------------------------------------
🚀 1 New Survey Templates Published
  🚀
-----------------------------------------------------
Restaurant & Bar - 1
-----------------------------------------------------
🚀 4 New Social Templates Published
  🚀
-----------------------------------------------------
Marketing Agency - 2
Medical - 2
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📣 1 New Snapshot
 📣
------------------------------------------------------
Health & Wellness - Weight Loss

September 27, 2024

new

improved

Funnels and Websites

Image editing support for mobile view in Funnels/Websites 🚀🚀

This update brings advanced control over image dimensions in mobile layouts, ensuring that your websites and funnels are responsive and look sharp on all devices.

Key Features

📱 Height & Width Settings for Mobile Views: You can now adjust the height and width of images specifically for mobile views, giving you more control over how your visuals appear on smaller screens.

💡 Multi-Unit Support: Enjoy greater flexibility with support for multiple units in both desktop and mobile views. You can now set image height and width using:

px (pixels)
rem
em
% (percentage)

This allows you to optimize the display of images for different device sizes and ensure consistency across platforms.

How to Use

Adjusting Image Size for Mobile

In the Funnel or Website Builder, select an image and switch to mobile view.
Open the image settings and adjust the Height and Width fields.
Choose your preferred unit (px, rem, em, or %) and enter the values accordingly.

Use the mobile and desktop toggle to set different sizes for each view, ensuring a responsive design for all devices.

Enhance your mobile user experience and refine your designs with this powerful new image editing feature! 🎉

September 27, 2024

new

Automations

WhatsApp: Support for Snippets under Workflow Action

We are excited to introduce a powerful new feature: Support for Snippets under the WhatsApp action in Workflows. With this update, you can now create and use predefined message templates, called snippets, in your WhatsApp Workflow automations. This allows you to streamline responses, enhance efficiency, and maintain consistent communication with your customers.
👀 What’s New?
No Meta Approval Required:
 Unlike WhatsApp Marketing and Utility Templates, which require Meta’s pre-approval, snippets do not need to be approved by Meta. This gives you full flexibility to create and change your messages on the fly. You can customize the entire text in a snippet, without worrying about the approval process that is necessary for templates where only the variables can be altered.
Send Unlimited Snippets Within the 24-Hour Customer Service Window:
 Once a customer sends a message, a service conversation is opened for 24 hours, during which you can send an unlimited number of snippets without incurring additional charges.
First 1,000 Service Conversations Free Each Month:
 You can take full advantage of this feature, as the first 1,000 service conversations each month are free of cost, helping you save significantly while enhancing communication.
Send Snippets via Workflows:
 You can now include WhatsApp message snippets in your automated workflows, allowing you to send predefined responses or promotional messages through the WhatsApp channel.
Predefined Templates for Quick Responses:
 Snippets enable you to create templates for frequently used messages, making it easier to send common replies, promotional content, or any routine communication quickly.
Customizable Snippets with Dynamic Content:
 Enhance your snippets by incorporating custom values or trigger links, ensuring that each message is personalized to the recipient.
🛠️ Cost Efficiency:
Using snippets within a WhatsApp service conversation allows you to send unlimited messages within a 24-hour window from the last inbound message. This means you only incur messaging costs once per 24-hour period, even if multiple snippets are sent. Additionally, the first 1,000 service windows each month are completely free, maximizing cost-efficiency.
👷 How It Works:
Go to Automation
 > Create Workflow
 > Start from Scratch
Add Action
 > Select WhatsApp: Customer Service Window Check
 > Save Action
Under Open Branch
 > Add Action
 > WhatsApp
 > Select WhatsApp Template
 > None - Free form message
 > Snippets
📚Support Article

September 27, 2024

new

SaaS Mode

Invoicing

Invoicing for Wallet Sales Tax Transactions

We are thrilled to introduce a new feature designed to bring more transparency and convenience to managing agency-level transactions – Invoice PDF Generation for Wallet Sales Tax. This update enables agencies to easily download and store invoices for all existing and new Wallet Sales Tax transactions.
👀 What’s New?
Downloadable Invoices for Existing Wallet Sales Tax Transactions:
 Agencies can now download detailed tax invoices for all past transactions categorized under "Wallet Sales Tax." These invoices provide a complete breakdown of the tax amounts and transaction details.
Loom Video
Automatic Invoice Generation for New Wallet Sales Tax Transactions:
 For any new Wallet Sales Tax transaction, an invoice will be automatically generated and made available for download in PDF format. Agencies can access, view, and keep these invoices for their records.
🛠️ Why Was This Built?
Previously, taxes were collected from US agencies based on usage without a clear breakdown. Agencies requested more transparency, especially regarding tax calculations. To address this, we’ve developed this invoicing feature to provide a detailed usage breakdown and a clear view of the taxes being collected.
👷 How It Works:
Go to Billing
 > Wallet & Transactions
 > Detailed Transactions
Filter transactions under the category "Wallet Sales Tax
".
Download the corresponding invoice as a PDF.
Please Read Support Article on Sales Tax

September 27, 2024

new

improved

Calendar

Personal Calendar for Seamless 1:1 Bookings!

What's New?

Users wanting to create one-on-one bookings were often

hesitant

to use the

Round Robin

option, as it seemed suited for multiple users. As a result, many resorted to using the

Event

Calendar, unaware that it is meant for

physical events

and does

not

support Zoom or Google Meet.

overcome

this

confusion

, reduce support tickets, and achieve

parity with competitors

offering 1:1 calendar types, we have introduced the Personal Booking Calendar. This feature enables users to create

personal 1:1 bookings

without the complexity of a multi-user setup.

How to Use?

Go to
Calendar Settings.
Click on
Create Calendar.
Choose
Personal Booking
and configure the calendar based on your preferences.

Note:

By default, the
user
who creates the calendar is
automatically added
as the team member, but this can be changed.
The
Personal Calendar
shares all features with the
Round Robin Calendar
, but is limited to one team member, while Round Robin supports multiple team members.

→