Changelog
Follow up on the latest improvements and updates.
RSS
new
Memberships
Courses Data Retention & Auto-Deletion Update
We are introducing an automatic cleanup process to manage product data more efficiently when a location is deleted.
What’s Changing?
When a location is deleted, all associated courses' data—including products, categories, posts, attached files, videos, audios, and course materials—will be automatically deleted after 60 days.
This change ensures outdated data does not persist indefinitely, improving system performance and aligning with data retention policies.
Reversibility
Data deletion can be reversed only if the location is restored within 60 days through support.
After the 60-day period, the courses' data will be permanently deleted and cannot be recovered.
Action Required
If a location was deleted by mistake, or if its associated products and data need to be retained, contact support before the 60-day deletion deadline.
After 60 days, all related courses' data will be irreversibly removed from the system.
Why This Update?
This update improves system efficiency, data management, and compliance with retention policies while still allowing a recovery period for accidental deletions.
new
Affiliate Manager
Sub Account Affiliate Manager: Deleting a Customer
Managing your affiliate program just got easier! Users can now delete customers under any affiliate, giving you more control over customer records and affiliate data.
👀 What’s New?
- A new Delete option for customer records under affiliates.
👷 How It Works:
- Open the Affiliate Profile where the customer is listed.
- Navigate to the Customers tab.
- Click the three-dot menu next to the customer.
- Select Delete to remove them permanently.
⭐ Why it Matters:
- Keep your customer records clean and up to date.
- Correct errors when customers are incorrectly assigned to an affiliate.
- Improve data accuracy for commission tracking and reporting.
⚠️ Important:
Deleting a customer is permanent and cannot be undone. Proceed with caution!Click here for the detailed help article and here for the video playlist to learn more about the affiliate manager!
We are thrilled to announce the inclusion of
Google
in HL Ad Manager, our second ad publishing platform after Facebook! Users can now seamlessly connect their Google account and create responsive search ad campaigns
in just a few steps. This major enhancement expands our ad platform offerings, making it easier for users to diversify their advertising strategy across multiple channels.👀 What’s New?
A. Connect Google with Ad Manager:
- Seamless Integration: Easily connect your Google account to LeadConnector through a simple onboarding flow.
- Google Ad Accounts: Display and select eligible Google Ad accounts linked to your connected Google account.
B. Create Google Search Ad Campaigns:
Step-by-step campaign creation process directly from Ad Manager:
- Ad Content Creation:Create up to 3 ads per campaign with one URL domain, unique headlines and descriptions.
- Keyword Management:Add up to 40 positive and 40 negative keywords per campaign, with suggested positive keywords based on your website.
- Budget & Audience Controls:Set daily budgets, start and end dates, and manage payments through your connected Google Ad account.
- Target specific geographic locations or radii and select languages for more precise audience targeting.
C: Monitor Ad Campaign performance under Statistics:
- Under Statisticstab on the Ad Manager home screen, the google ad analytics are shown allowing users to visualise Performance Analytics and Conversion Summaries for all campaigns, along with a tabular view of key metrics.
- Enhanced Filtering & Monitoring:Users can filter campaign statistics by date range or ad publishing platform. Individual campaign statistics can be viewed by clicking on the campaign name for deeper insights and data-driven decision-making.
👷 How It Works:
Step 1: Connect Google to Ad Manager
- Click the “Connect Google” button in Ad Manager.
- Select your Google account and allow all permissions for LeadConnector.
- Choose an eligible Google Ad account from the dropdown.
- Click “Get Started” to begin creating your Google campaigns.
Step 2: Create a Google Search Ad Campaign
- On the Ad Manager home screen, click “Create Campaign” and select “Google.”
- Choose to create from scratch or use templates (Coming Soon).
- Define your ad content: Enter unique URL, distinctive headlines and descriptions for up to 3 ads.
- Add positive and negative keywords to control how your ad is displayed.
- Set your daily budget and specify your target audience by location and language.
- Review all details, click “Publish,” and your campaign is live!
Step 3: View Campaign Statistics
- On the Ad Manager home screen, navigate to the “Statistics” tab to view metrics for all published and paused campaigns.
- Use the platform filter to toggle between Google and Facebook campaigns.
- Apply a date filter to display performance metrics for the selected date range.
Step 4: View Individual Campaign Statistics
- In the “Statistics” tab, view detailed metrics like clicks, ROI, CPC, and CTR for each campaign.
- Click on a specific campaign to open a detailed statistics page with performance data for that campaign.
- Use the date filter to refine the statistics for the individual campaign within a specific date range.
🧐 Why This Feature?
- By adding Google as the second ad platform, users now have the power to advertise across both Facebook and Google – the two largest advertising ecosystems. This integration aims to simplify ad management, improve efficiency, and provide users with the flexibility to scale their advertising campaigns effectively.
⏩ What's Next!
Exciting updates on the horizon include:
- Snapshot Support:The addition of google ad campaigns as an asset to the snapshot creation and loading flow.
- Ad Templates:Quickly create campaigns using pre-built templates for Google ads.
- Retargeting Options:Create custom audiences from contact lists or website visitors for more tailored ad targeting.
📝Notes:
- The option to Include/Exclude a selected geographic location by Radius is not supported by Google.
- Each Keyword that's entered for a campaign works on the logic of 'Phrase Match'.
Help Articles:
new
Payments
Reporting
Dashboard
Sub Account Dashboard and Reporting : Payment Widgets & Insights
Bringing powerful Payment Widgets to help you track and analyze revenue trends effortlessly. Now, you can visualize key payment metrics right on your dashboard, making it easier to monitor financial performance at a glance.
👀 What’s New?
📊 Revenue & Trends
- Total Revenue (Last Month)– Total revenue generated in the last month
- Total Revenue Trend– Monthly total revenue trend
- One-Time Revenue Trend– Monthly trend for one-time payments
- Recurring Revenue Trend– Monthly trend for recurring payments
📈 Customer & Payment Performance
- Paying Customer Trend– Monthly trend of paying customers
- Payment Success Trend– Monthly trend of successful payments
- Payment Failed Trend– Monthly trend of failed payments
💰 Revenue Breakdown
- Revenue by Channels– Revenue breakdown by different payment channels
- Subscription Creation Trend– Monthly trend of new subscriptions
- Subscription Cancellation Trend– Monthly trend of canceled subscriptions
🎟️ Discounts & Invoices
- Coupon Redemption Trend– Monthly trend of coupon redemptions
- Coupon Redemption Amount Trend– Monthly trend of discount amounts applied
- Invoice Sent Trend– Monthly trend of invoices sent
- Invoice Paid Trend– Monthly trend of invoices paid
💸 Refund Insights
- Refund Trend– Monthly trend of refunds issued
- Refund Amount Trend– Monthly trend of total refund amounts
👷 How It Works:
- Open your Dashboard
- Click Editand selectAdd Widget
- Scroll to the Paymentscategory and choose the widget you need
- Customize filters, switch chart types, and apply themes
- Click Save to update your dashboard
⭐ Why it Matters:
- Better Financial Visibility– Get real-time insights into revenue, failed payments, refunds, and more
- Track Growth Trends– Understand customer payment behaviors with recurring vs. one-time revenue tracking
- Optimize Cash Flow– Monitor payment success rates and refund trends to improve financial planning
- Make Data-Driven Decisions– See revenue by channel and adjust strategies for better conversions
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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Medical - 1
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🚀
1 New Funnel Templates Published
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Travel & Hospitality - 1
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🚀
1 New Email Templates Published
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Creative - 1
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🚀
1 New Form Templates Published
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Health & Wellness - 1
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🚀
1 New Survey Templates Published
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Real Estate - 1
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🚀
4 New Social Templates Published
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Other - 2
Medical - 2
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🚀
5 New Ad Templates Published
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Business, Coaching & Consulting - 5
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📣
1 New Snapshot
📣------------------------------------------------------
Legal - Bankruptcy Lawyer
new
Memberships
Create & Manage Offers from the Product Page
Smarter Offer Management from the Product Page
Managing offers is now more efficient, intuitive, and faster with the revamped Offers table.
📌 All-in-One Offer View – See all offers associated with a product in a single, streamlined table.
⚡ Quick Offer Creation – If no offers exist, a direct link allows for instant offer creation.
🔍 Advanced Filtering – Easily filter offers by Draft or Published status for better organization.
📑 Offer Type Visibility – A new column now indicates whether an offer is Free, Single Payment, or Recurring Payment.
🔎 Search Functionality – Quickly find specific offers by searching for offer names.
🚀 Performance Boost with Module Federation – Eliminates slow iframes, significantly enhancing table speed and user experience.
new
App Marketplace
Integrations
Security
API
App Marketplace | Introducing OAuth to integrate with third-party apps
We are excited to announce the launch of OAuth as an external authentication mechanism in the App Marketplace.
What's New?
- OAuth for External Connections: Sub-accounts can now connect with third-party apps using OAuth.
- Access Token Management: Stable connection and a great developer experience with access token refresh seamlessly managed by HighLevel in the back-end.
- Reconnect Option: We've added an option to reconnect if the connection gets broken for any reason, or new scopes are added, which require a reauthorisation.
- Improved UX: We've enhanced the external authentication flow across all authentication types - the authentication is now triggered automatically immediately after the installation.
- Distributed connections for bulk-installation: When an agency user bulk installs an app across multiple sub-accounts, each sub-account can connect with the third-party app independently.
Why is this release important?
- Enables growth of integration choices on Workflows: This feature enables developers to build integrations with third-party apps via Workflow - Custom Actions/Triggers, thereby expanding integration choices to our customers.
- Improved Security: OAuth is a preferred authentication method, both from a convenience and security perspective, compared to API Keys or Basic Auth.
What's next?
- The OAuth feature will be extended to Conversation Providers and Payment providers to enable more integration choices and a seamless integration experience for the two modules.
Documents:
Preview Images
new
Conversation AI
Stop Bot Action
What's New?
We've introduced the Stop Bot Action feature, allowing users to automatically stops the AI bot’s responses when specific trigger conditions are met. This prevents unnecessary back-and-forth messaging, ensuring a smoother customer experience.
How it Works?
Action Name
- Stop Bot Action
Action Description
The Stop Bot Action feature enables users to:
- Define conditions that automatically stop the AI bot’s responses.
- Add a final message to end the conversation
- Configure a reactivation timer to resume interactions after a set duration.
Setup Instructions
Follow these steps to configure the Stop Bot Action:
- Navigate to the Bot Goals tab
If creating a new bot, assign or edit the bot’s name before accessing this feature.
- Click on the "Stop Bot" button
Open the configuration panel to set up the action.
- Configure the required details:
- Scenario Name: Assign a descriptive name, e.g., "Customer Not Interested Scenario."
- Enable Scenario Toggle: Ensure this is turned on to activate the Stop Bot action.
- Select the Trigger Condition: Define a clear condition that will stop the bot. Examples: "Customer not interested in the product." "User says goodbye."
- Add Example Phrases: Input relevant phrases to help the AI recognize when to stop.
- Final Message: Set a closing message before the bot goes inactive, e.g., "Thank you for your time. If you have any other questions, feel free to ask."
- Reactivate Bot Timer: Adjust the bot’s reactivation time to ensure it can re-engage contacts who return after a short break.
- Recommended: Set to 5–10 minutes instead of the default 24 hours for quicker re-engagement.
- Add Custom Tag: Assign a tag (e.g., "Stop Bot") to categorize contacts for follow-up actions.
Important Notes for Stop Bot Conditions
- Crafting Effective Trigger Conditions: Ensure they are specific to avoid unintended bot deactivation.
- Testing: Verify that the bot stops responding as expected when trigger conditions are met.
Example
If a customer is not interested in your product, the bot can still nurture the contact and collect details if specified in the prompt. Configuring the Stop Bot action in such cases may prematurely halt the conversation, potentially resulting in a lost opportunity to engage with the contact.
improved
Phone System
Toll Free Number Verification for SMS
Toll Free Numbers now need your business information to be verified to send SMS.
On the subaccount settings > Phone Numbers > Manage Numbers, you will see a "Verification Required" icon. Clicking on that takes you to the verification flow.
New flow needs more information:
The first screen asks you for Business and Authorised representative information.
The second screen asks you for Business address.
The third and final screen asks you for Messaging use case.
Above screenshot acknowledges you submitting an application.
Back on the subaccount settings > Phone Numbers > Manage Numbers, you will see your verification in progress.
Verification is usually completed in around 3 business days but may sometimes take some more time.
new
improved
fixed
Communities
Communities - Enhancements for email preferences
Overview:
Hey there! We've got some exciting updates this release to make communities platform more stable:
Enhancements
:- 14 new email preferences are now available for communities.
- Group Membership Status Email
- New Member Request
- Declined/Removed by Admin
- Added to Private Channel
- General Group Emails
- New Comment Reply
- Content Reported
- Role Changes
- Group Ownership Changed
- Subscription/Payment Status Email
- Post and Comment tagging emails now contain preview of the comment/post.
- Default template of email now shows which custom value is used where in the preview.
- Paypal as a payment method is now independently supported
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