Changelog
Follow up on the latest improvements and updates.
RSS
What's new
We’ve expanded the Custom Value picker and If/Else so you can use four new fields in workflows:
- Contact -> Attribution Medium ID (from First/Latest Attribution)
- Task ID
- Note created by (Name)
- Contact Engagement Score
These appear anywhere you pick custom value / merge fields or set If/Else conditions.
Why we’re doing this
Users have asked for more ways to build real-world workflows. With these new fields, you can now pinpoint where the lead came from, point to the exact task id, know who wrote a note, and act on a contact’s engagement level. Together, they make everyday automations clearer and more precise.
Who it’s for
Anyone building workflows - Agency Admins and sub-account users alike. If your account uses Engagement Scoring, you’ll also see the score as a field. 
How to use
In the Workflow Builder, open the custom value picker / merge field or add an If/Else step - these fields will now appear like any other field.
Contact Engagement Score
- Engagement Score is available in locations with scoring set up under Settings → Manage Scoring.
- Workflow Example: If the engagement score is 20+, move the contact to a faster follow-up branch; otherwise keep them on the standard path.
Contact -> Attribution -> Medium ID
- To check attribution details, open a contact → Activity → First / Latest Attribution. 
- Workflow Example: Mark Instagram DM leads and include the medium ID when you report the conversion from ads.
Note Created by
- When you have a note based trigger, you can find the note created by merge field show up
- Workflow Example: If the note author’s name includes “Success,” notify the Success team; otherwise notify Ops.
Task ID
- Task ID appears when the workflow is task-related (Task Added/Completed/Reminder) or right after Add Task. 
- Workflow Example: Send the Task ID to your project/ticket tool so the same task is updated there.
Additional Notes
If a value isn’t available for a contact or event, it will be empty; your workflow still runs.
new
Chat Widget
Required fields in Chat Widget contact form
👀 What’s New?
You can now mark
any contact form field as required
in the Chat Widget, including custom fields and dropdown fields
. This ensures visitors must provide critical information before starting or continuing a conversation.👷How It Works:
Go to
Chat Widget Builder > Chat Window
> add fields under Contact Form Options (default or custom) -- Use “Mark the fields you wish to be mandatory”section to select which fields should be required. Default fields are always mandatory to a contact form.
- Required fields are clearly marked with an asterisk (*) in the widget.
- Visitors won’t be able to submit the form unless all mandatory fields are filled.
- When an agent requests contact details from the Conversation Panel (at the sub-account level), visitors are still required to fill all fields marked as mandatory before proceeding.
⭐ Why It Matters:
- Prevents incomplete submissions where users skip important fields.
- Ensures workflows, automations, and routing logic always receive the required data.
- Maintains consistent data capture whether details are collected upfront or requested later by an agent.
📝 Notes:
- Applies to custom contact form fields with default contact form fields being always mandatory.
- Mandatory field enforcement applies, when:
- A visitor starts a conversation via the widget
- Contact details are requested by an agent during an active conversation.
- Existing widgets remain unchanged unless fields are explicitly marked as mandatory.
- Screenshots show both states: required vs optional fields.
new
Opportunities and Pipelines
Bulk Delete & Restore Opportunities
⭐ What’s new
You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.
Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.
This feature is currently in Subaccount > Labs
🛠️ How it works
Bulk Delete Opportunities
- Go to Opportunities
- Select multiple opportunities using checkboxes
- Click Delete
- Type DELETE to confirm the action
Bulk deletions run asynchronously, so you can continue working while the process completes.
Restore Deleted Opportunities
- Open the Bulk Actions page
- Locate the deleted action and click on the 3 dots on the right
- Click Restore to recover the opportunities
⚠️ Opportunities linked to deleted contacts cannot be restored.
Bulk Actions Tracking
- View real-time status of bulk delete and restore actions
- See who initiated the action, when it ran, and how many records succeeded or failed
- Access detailed, per-opportunity results for full transparency
💡 Why it matters
Bulk Delete & Restore helps teams:
- Clean up large volumes of stale or invalid opportunities in seconds
- Reduce risk with explicit confirmation and a 60-day recovery window
- Maintain full visibility into destructive actions via audit-friendly tracking
- Confidently declutter pipelines without fear of permanent data loss
new
Social Planner
Social Planner Statistic Widgets on Dashboard
⭐ What’s new
You can now view Social Planner performance directly on the Dashboard using newly added widgets. These widgets surface aggregated social analytics so agencies and sub-accounts can quickly understand how their social content is performing, without navigating away from the Dashboard.
🛠️ How it works
Got o Dashboards>> Add Dashboard>>Social Planner Widgets
1) 📊 Social Planner Dashboard Widgets
New widgets are now available on the Dashboard for Social Planner analytics.
These widgets support aggregated metrics such as:
- Posts
- Likes
- Comments
- Shares
- Impressions
- Reach
- Followers
2) 🔍 Filters & Grouping Options
Users can configure widgets using filters of:
- Platform
- Social Account
- Date Range
Group data by:
- Date
- Platform
- Social Account
3) ⚙️ Built for Scale & Reuse
Numeric widgets are supported for key social metrics
Fully compatible with:
- Dashboard Widgets
- Custom Reports
- Snapshots
- Templates
💡 Why it matters
These new Social Planner widgets help agencies:
- Get instant visibility into social performance from the Dashboard
- Monitor key metrics without switching contexts or reports
- Rely on consistent, unified analytics across Dashboards and Custom Reports
- Scale social reporting seamlessly as new metrics and capabilities are added
You’ve been asking for it — now it’s here.
With Multilingual Prospect Report Sharing, you can finally send or export your Marketing Audit Reports in 13 different languages — so you can capture, engage, and convert clients worldwide.
What’s New
- Share in Your Prospect’s Language: Choose the language when sharing reports via web URL.
- Export Marketing Audit Report PDF: Click Export and Choose your language when exporting report PDF
- Let Prospects Choose: If you’re unsure, prospects can switch languages themselves while viewing the report.
- 13 Languages Supported: Including English, Spanish, French, French (Canada), German, Italian, Dutch, Danish, Finnish, and more.
- Works Across Channels: For Sub-Account Prospecting, when you try to send SMS/Email report links shared will also open in the selected language.
- Agency + Sub-Account Ready: Available at both levels today.
Why It Matters
- Reach prospects in their native language — build trust and credibility instantly.
- Open doors to new regions and countries for prospecting.
- Boost conversion rates by making reports easier to understand and act on.
- One of the most requested features by agencies is now live.
If you have suggestion for 2026, please share them here https://ideas.gohighlevel.com/prospecting-tool
new
Ad Manager
Google Demand Gen campaigns in HL Ad Manager
✨ What’s New?
- New Campaign Objective in Google: Demand Gen Ads along with the existing Search campaign objective.
- Designed for upper and mid-funnel growth using visual and video-based ads
- Replaces the need to separately manage Discovery, YouTube and Gmail campaigns
1. Supported Campaign Goals
- Conversions- Select existing conversion goals from the connected Google Ads account withoptional target CPA support.
- Clicks- It optimises the campaign for traffic withOptional Target CPC
- YouTube Engagements- It optimises the campaign for viewer engagement withoptional target CPA support.It supports video ads only.
2. Expanded Google Inventory Reach
Ads can appear across:
YouTube (In-feed, In-stream, Shorts), Google Discover feed, Gmail Promotions tab, Google Display Network and Google partner surfaces
3. Flexible Budget & Scheduling
- Daily or Lifetime budget support
- Campaign start and end dates
- Ad scheduling by day and timeto control delivery and spend pacing
4. Advanced Targeting at Ad Group Level
- Geographic targeting(include/exclude locations)
- Language targeting
- Placement control: All Google channels (automatic) or Manual placement selection (YouTube, Discover, Gmail, GDN)
5. Audience Targeting
with audience creation supported directly inside the campaign builder with sections like:- Interest & affinity audiences
- In-market audiences
- Data segments (remarketing)
- Lookalike audiences
- Demographic targeting
- Audience exclusions
6. Multiple Ad Formats Supported
- Single Image Ads - Up to 20 images and 5 business logos (required)
- Single Video Ads - Up to 5 YouTube video URLs with a minimum 10-second video link; Multi-aspect ratio support (16:9, 9:16, 1:1 recommended) along with Sitelinks (campaign-level)
- Carousel Ads - Minimum 2 cards, up to 10 cards with each card including images(upto 3), headline, final URL and CTA. Ensure consistent branding and image ratios across cards.
7. Live Ad Preview
- Real-time preview across YouTube, Discover and Gmail placements with proper facility to validate creatives before publishing.
🛠️ How to Use?:
Go to
Ad Manager > Create Campaign > select Google
as the platform- Choose Demand Gen Adsas the campaign objective
- Select a campaign goal (Conversions, Clicks, or YouTube Engagements)
- Configure budget, schedule, and bidding
- Set targeting at the ad group level (location, language, placements, audience)
- Create ads using Image, Video, or Carousel formats
- Review campaign details and publish
💡 Why This Feature?:
Demand Gen campaigns help businesses create demand before users actively search, making them ideal for brand awareness, product discovery, and long-funnel storytelling. This feature allows HighLevel users to run full-funnel Google campaigns with simplified setup while leveraging Google’s machine learning for performance.
📝 Notes:
- At least one ad group and one ad are required to publish.
- Video ads are mandatory for YouTube Engagement campaigns.
- Conversion goals are sourced directly from the connected Google Ads account.
- Placement behavior follows Google Demand Gen rules even when using familiar HighLevel UI.
new
Phone System
AI-Powered A2P Compliance Validation
What’s New
- We’ve introduced a new AI-powered Compliance Review for A2P campaign submissions to help identify common compliance gaps before your application is submitted to carriers.
- This review validates your Opt-in Form, Privacy Policy, and Terms of Service links against key CTIA, TCR, and carrier requirements, and provides clear, actionable feedback directly in the submission flow.
Why This Matters
- A significant number of A2P campaigns are rejected due to non-compliant opt-in flows, missing or incomplete Privacy Policies and/or Terms of Service links with Opt-in form errors being the single biggest contributor to A2P rejections.
- Previously, these issues were often identified only after carrier review, leading to delays, resubmissions, and additional back-and-forth.
- This update helps surface those issues earlier so you can address them before submission, thereby greatly reducing the likelihood of rejection.
How It Works
Right before you review your A2P application in the campaign flow, the Opt-in form URL submitted is automatically scanned and validated to retrieve and further validate the following URLs:
- Privacy Policy
- Terms of Service
Following this, Compliance Review modal opens automatically
The modal experience:
- Count of Compliance Criteria passed by the Opt-in form,Privacy Policy and Terms of Service
- Line-by-line validation with simple explanations
- Clear guidance on what needs to be updated(using Tool-tips and soon-to-be released Support Articles)
- Campaign submission is blocked until the compliance review is complete.
Once the compliance review is complete, you can then choose address all missing criteria flagged in the compliance review or proceed further with the A2P submission at their own risk.
What We Validate:
We validate against a dynamic list of carrier mandated compliance criteria, as stated below(and subject to change)
Opt-in Form :
- Business name clearly displayed
- Explicit consent checkbox (not pre-checked)
- Privacy Policy and Terms of Service links
- Opt-out instructions
- Message frequency, message type, and data rate disclosures
- Non Mandatory checkboxes
Privacy Policy:
- What data is collected and how it’s used
- SMS opt-in details
- Cookie and tracking practices
- Data security and handling
- User Rights
- Clear statement on whether mobile data is shared or sold
Terms of Service:
- Description of the SMS program and use cases
- Opt-out instructions
- Message and data rate disclosures
- Customer support contact information
- Age restriction (18+)
- Carrier liability disclaimer
- Link to Privacy Policy
Important Note :
- This Compliance review experience is limited to "Website Form" and "Facebook Lead Form" Opt-in Methods and will expand to validate all Opt-in Methods in the future.
- You will not be prevented from proceeding with your A2P submission, even if some criteria are flagged as missing in your Opt-in forms, Privacy Policy, or Terms of Service.
- While this compliance review is designed to reduce common causes of rejection, the feedback and suggestions provided do not guarantee carrier approval.
- Final approval decisions depend on a multitude of additional factors, including but not limited to:
- Campaign use case and content
- Carrier-specific policies and enforcement
new
Social Planner
Measure Link Performance Inside Social Planner
What’s new⭐
You can now track how every shared URL performs across platforms.
- View:
- Total clicks
- Platform-wise breakdown
- Trend visualization over time
- Advanced Filters & Sorting
- Quickly segment insights using:
- Selected social platforms
Why it matters🚀
URL Tracking helps users:
- Attribute traffic to specific posts, platforms, and campaigns
- Replace manual spreadsheets and third-party link trackers
- Identify high-performing URLs and optimize posting strategy
- Improve ROI by doubling down on top-converting content
How it works🛠️
- Go to Marketing → Social Planner → Statistics → URL Tracking
- When composing a post, you can assign a Campaign Name to your link. All posts using that same link + campaign are grouped together in analytics, helping you compare and understand performance across posts and channels.
Every URL you share through Social Planner is now measurable. You can track:
- Total clicks on each shortened or original URL
- Platform-wise performance (Facebook, Instagram, LinkedIn, etc.)
new
E-Commerce Stores
Order Fulfilled Trigger (for Highlevel Stores & Shopify)
What’s New?
We’ve released a new Order Fulfilled trigger under the Ecommerce Stores workflow category. This trigger allows users to automate workflows when an order is marked as fulfilled—whether the fulfillment happens directly in HighLevel Ecommerce Stores or through connected shipping integrations and external platforms like Shopify.
The trigger supports fulfillment events from shipping providers such as Shippo, ShipStation, and other integrated fulfillment services, ensuring workflows fire reliably once an order is fulfilled.
Trigger Highlights & Configuration
- Order Fulfilled Trigger
- Triggers when an order status changes to Fulfilled.
- Can be used to automate post-fulfillment workflows such as notifications, follow-ups, or operational actions.
- Available Filters- Users can configure the trigger using the following filters:
- Cart Value– Filter orders based on total order value
- Fulfilled Products– Trigger workflows only when specific products are fulfilled
- Order Source- Store (HighLevel Ecommerce Store), External
- Order Sub-Source–When Order Source is set to External, users can select platforms such as Shopify
- Shipping Carrier– Filter by carrier used for fulfillment
- Tracking Number– Trigger workflows based on the value of tracking number
These filters allow users to precisely control when and how their workflows run.
What’s Changing? (Shopify Trigger Update)
- The existing Order Fulfilled trigger has been renamed to: “Shopify Order Fulfilled (Deprecating Soon)”
- This trigger will continue to work for all existing workflows and users.
- It will be deprecated in the future in favor of the new Ecommerce Stores Order Fulfilled trigger, which supports both Store and External order sources.
Key Points to Note
- Existing users and workflows using the old Shopify trigger will not be affected.
- Fulfillments triggered via Shippo, ShipStation, and other shipping integrations will also activate this trigger.
- The new trigger supports both HighLevel Ecommerce Stores and external platforms like Shopify.
- Users can access external platforms by selecting: Order Source= External Order,Sub-Source= Shopify
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new
E-Commerce Stores
Product Review Submitted Trigger for Ecommerce Stores
What’s New?
We’ve introduced a brand-new Product Review Submitted trigger, built exclusively for HighLevel Ecommerce Stores. This trigger allows users to automate workflows the moment a customer submits a product review—making it easy to respond to feedback, manage reviews, and drive engagement automatically.
The trigger is available under the Ecommerce Stores category in workflow triggers.
Trigger Highlights & Configuration
- Product Review Submitted Trigger
- Triggers immediately when a customer submits a product review for an Ecommerce Store product.
- Enables workflows for review moderation, internal alerts, customer follow-ups, and more.
- Available Filters- Users can fine-tune when the trigger fires using the following filters:
- Global Product:Single-product selection. Only one product can be selected at a time.
- Review Comment:Filter based on review text. Supports conditions like contains a phrase.
- Review Headline:Filter based on headline content. Supports conditions such as -Contains a phrase, Is not empty
- Review Rating:Filter by star rating (e.g., 1–5 stars)
- Store Name:Trigger workflows for reviews submitted to a specific store
- User Email:Filter reviews submitted by a specific customer email
- User Name:Filter based on the reviewer’s name. These filters allow users to build highly targeted review-based automations.
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