Changelog
Follow up on the latest improvements and updates.
RSS
new
improved
fixed
Client Portal
Client Portal > Subscription Management - Enhancements
Overview:
What's New?
- Viewing All Cards: The user can now view a comprehensive list of all the cards they have used for various subscriptions, making it easier to manage payment methods in one place.
- Deleting Cards: Users can delete cards they no longer wish to use for future payments. However, if a card is already linked to an active subscription, an alert will notify the user about this before proceeding with the deletion.
- Updating Card Details: Users can conveniently update their card details through a secure “Payment Link,” ensuring their payment information stays accurate and up-to-date without manual edits.
Why We Built It:
This feature was designed to give users better control and flexibility over their payment methods. It ensures they can easily manage, update, or remove cards, making their subscription experience more seamless and secure.
new
Invoicing
Sync your GHL Invoices to Wave Accounting
What's new?
- For all the users, using Wave for their accounting purpose, you can now start syncing your invoices from Highlevel to Wave.
- Within integrations, connect Wave & select an account to sync your invoices. Once saved, any new invoices created or updated within GHL will start getting synced to Wave which will save you the effort of duplicating invoices on Wave too.
Note: As of now, any changes to status of invoice, i.e., paid/partially paid etc won't be synced since Wave does not provide a way to sync those statuses as of now. For now, you will have to update the status manually.
How to use?
- Go to Settings -> Integrations -> Wave
- Select on manage and enter your credentials within Wave
- Give access to allow the 1 way sync of invoices created on GHL to Wave
- Select the account where you want to sync the invoices and click on save
- Once done, your any invoice created on GHL post this will start getting synced to Wave
Why we built this?
- For users who use Wave for their accounting, to have a way for them to streamline their Lead to Payment flow within GHL and saving them effort to duplicate those invoices on Wave
new
improved
Invoicing
Contacts
Contacts: Estimates now available in Payments tab
What's new?
- Users now get access to sending an estimate directly from the contact page
- Click on create estimate and get contact details pre-populated
- Once sent, track it from the estimates dashboard.
How to use?
- Go to Contacts -> Open a contact -> Select the Payment Tab -> Click on Create Estimate
- Get redirected to Estimate builder with contact details pre-populated
- Add products and send the estimate & track them within the estimates dashboard
Why we built it?
- To make quote/estimate sending simpler and way more convenient from the contact page
new
Payments
Invoicing
Opportunities and Pipelines
Invoices & Estimates: Now available in Opportunities
What's new?
- You now have a dedicated Payments tab within Opportunities.
- Access to sending estimates and invoices from an opportunity
- Access to accessing invoices, estimates, transactions linked to that opportunity within the section
- Redirection to estimate/invoice with contact details pre-populated and once sent, the user gets redirected back to the specific Opportunity
How to use?
- Go to Opportunity -> Open a particular opportunity -> Go to Payments Tab
- Click on Actions -> Create Estimate/Invoice
- User will be redirected to the Invoice or Estimate page with contact details pre-populated
- Once user clicks on send -> The user will then be redirected back to the same opportunity
- Once back to the opportunity -> They get access to viewing the transactions in all types. Additionally, you can filter the type to be an invoice and then get access to the redirection button to see all invoices.
Why we built this?
- To take steps to complete the journey from sale to payment collected from within an opportunity
- Easily let users navigate payments while they are tracking an opportunity
What's planned next on this front?
- Auto updating opportunity value with invoice value
- Options to attach opportunity within invoices
We’ve introduced a new "Unlabeled" card layout type for Opportunities, enhancing the way you view data.
Key Benefits:
Streamlined Design:
The "Unlabeled" layout provides a single line per data field, enabling you to view more information in a compact card.Enhanced Data Density:
Fit more details on the same card without scrolling or clutter.
How to Use:
- Go to the Opportunities module.
- Select "Manage Fields" in the top-right corner.
- Choose the "Unlabeled" layout under Card Layout.
- Add or remove fields as needed to optimize your card view.
Use Case:
This feature is ideal for users managing large pipelines who require quick, dense, and customizable data views.
We look forward to hearing your feedback as we continue to refine the Opportunities module!
What's New?
Introduced
Pluck and Join
helpers to streamline workflow automation:Pluck
: Extract specific fields from a dataset (e.g., product titles from an order).Join
: Combine extracted items into a single, formatted string with a custom separator.Enables dynamic extraction and formatting of product details from order submissions for seamless integration with external platforms like Google Sheets.
Example Use Case: Send only product names from store orders to Google Sheets every time a new purchase is made.
How to Use?
Set Up a Trigger:
- Use triggers like Order Form Submitted or Inbound Webhook to initiate the workflow.
Process Data:
- Use the Pluck Helper to extract specific information, such as product titles:
{{ pluck order.line_items "title" }}
- Use the Join Helper to combine extracted data into a single string, separated by a custom delimiter:
{{ join (pluck order.line_items "title") ", " }}
Send Data to External Systems:
Example
: Use the "Create Row in Google Sheets" action to log:- Products: {{ join (pluck order.line_items "title") ", " }}
Test and Validate:
- Run test orders to verify data extraction and ensure correct formatting before launching the workflow.
Why We Built It?
- To simplify data extraction and formatting for automation users.
- To reduce manual effort in integrating product data with external systems like Google Sheets.
- To enable versatile workflows that cater to specific user needs, such as sending only relevant product details (e.g., product titles).
Example use case
Example
: Send Online Orders product titles to google sheets.Imagine you’re processing an online order. Each order includes products with details like names, prices, and quantities.
Goal
: Extract Product TitlesYou want a list of product names (title) from all items in the order, combined into one string separated by commas.
Solution
:{{ join (pluck order.line_items "title") ", " }}
Output:
"TEST OFFER, ANOTHER PRODUCT, LAST ITEM"
We are excited to announce our latest analytics addition to GMB, Pinterest and Tiktok which we initially rolled out for Instagram, Facebook and LinkedIn. With this feature, you can now gain deeper insights into your social performance to power you content management strategy and take actionable insights.
🚀
Key Features:
- Comprehensive Social Media Insights:
- Track the number of posts, likes, comments, followers, impressions, and reach
- Visualize your Social Post Performance with an interactive graph, showcasing post trends and weekly performance.
- Engagement Breakdown:
- Get a detailed view of engagement metrics such as total likes, comments, and shares, broken down per platform.
- Identify which platform drives more engagement, helping you tailor your content strategy accordingly.
- Impressions and Post Reach:
- Measure your content’s visibility with accurate Impressions tracking.
- Analyze your Post Reach to understand how far your posts are spreading and which platforms are driving higher reach.
🤯
Pointers to note
- Tiktok may take 1 or 2 days to reflect data due to the Tiktok API availability.
- Pinterest also takes n-2 days to reflect the correct data. (owing to API constraints)
Help documentation
Enjoy the Mind-blowing Social Planner Analytics 🥳
We are excited to announce new updates that will help easily remove spam content of users in gokollab community groups.
Option to delete all content of the user while banning
- When attempting to ban any user from a gokollab community, group owners/admins will now have the option to delete all the content posted by that user.
- This will help group owners/admins get rid of spam content posted by users in one go instead of deleting every post/comment individually.
How to delete all spam content of a user
- Open the member's tab in the group
- Search for user to be banned
- Click on 3 dots on the user's profile and select ban from group menu item.
- In the confirmation modal, select the checkbox to delete all content posted by the user to be banned.
new
Documents & Contracts
Docs & Contracts: Reorganize document pages
What's new?
- Users can now drag & drop and reorganize pages within a Contract
- View snippets of pages in the mini page view in left panel
How to use?
- Go to Payments -> Documents & Contracts -> New Document
- Go to Pages section in left nav bar options
- Drag and drop pages as you wish
Why we built it?
- To reduce time taken to build and send documents
👀 What’s New?
The Auto-Complete Address feature is here to revolutionise checkout flows for both 1-step and 2-step order forms! This sleek addition lets users breeze through shipping details with lightning-fast Google-powered address suggestions.
But wait, there’s more! ⭐
This feature also includes re-billing capabilities, allowing agencies to sell it at their own price and unlock a brand-new revenue stream.
👷 How It Works:
- Go to Funnel Page > Order Form > Advanced Settings and toggle on the Auto-Complete Address option.
- Set a custom price for API cost and re-bill at the price of your choice
⭐ Why it Matters:
Easy to fill:
When a user adds the address field, they will see multiple fields: Address , City, Country, State and Postal Code. :rocket:Perfect for All Order Forms:
Works flawlessly on both 1-step and 2-step forms Boost Your Earnings:
Agencies can now monetise this feature by setting their own prices. Error-Free Shipping:
Accurate address entry ensures consistency in address! :package:Load More
→