Changelog

Follow up on the latest improvements andย updates.

RSS

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
------------------------------------------------------
๐Ÿš€
2 New Website Templates Published
๐Ÿš€
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Home Services - 1
Marketing Agency - 1
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๐Ÿš€
3 New Funnel Templates Published
๐Ÿš€
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Financial - 1
Marketing Agency - 1
Home Services - 1
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๐Ÿš€
4 New Email Templates Published
๐Ÿš€
------------------------------------------------------
Real Estate - 3
Home Services - 1
-----------------------------------------------------
๐Ÿš€
1 New Form Templates Published
๐Ÿš€
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Creative - 1
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๐Ÿš€
1 New Survey Templates Published
๐Ÿš€
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Business, Coaching & Consulting - 1
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๐Ÿš€
4 New Social Templates Published
๐Ÿš€
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Restaurant and Bar - 2
Travel & Hospitality - 2
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๐Ÿ“ฃ
1 New Snapshot
๐Ÿ“ฃ
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Creative - Event Planner
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๐Ÿ’ฅย 1 Revamped Existing Templateย ย ๐Ÿ’ฅ
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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 Buildersย 
Digital Marketing - Website
DIY Home Renovation Webniar - Funnel
Financial Consulting Market Research - Survey
Freelance Income Webinar - Funnel
Household Appliance Repair - Website
Housing Advisor - Email
Creative - Event Planner Snapshot
Pressure Washing - Email
Real Estate Consultant - Email
Realty Expert - Email
Webinar Coaching - Funnel
Wedding Photographer Service Request - Form
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?
  1. Agency or sub-account API keys that have not been used in the past 90 days will be automatically deleted.
  2. 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.
Preview of system notifications for impacted agencies and sub-accounts
image

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
- Weโ€™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.
Screenshot 2024-10-03 at 8
Screenshot 2024-10-03 at 8
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.
Screenshot 2024-10-03 at 9
Screenshot 2024-10-03 at 9
Screenshot 2024-10-03 at 9
"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
Screenshot 2024-10-03 at 9
Screenshot 2024-10-03 at 9
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
Screenshot 2024-10-03 at 9
Screenshot 2024-10-03 at 9
Screenshot 2024-10-03 at 9

new

Automations

WhatsApp

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.
Screenshot 2024-10-03 at 5
๐Ÿ‘€ Whatโ€™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.
Screenshot 2024-10-03 at 5
๐Ÿ› ๏ธ 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.
๐Ÿ‘ท How It Works:
  1. Go to
    Automations
    > Select Workflow with
    WhatsApp Action
    .
  2. Click on the
    WhatsApp Action
    > Statistics.
  3. View the comprehensive stats breakdown, including the number of Total, Pending, Sent, Delivered, Read, and Failed messages.
  4. Exporting WhatsApp Statistics: After viewing the statistics, click the Export button to download a detailed report.
Screenshot 2024-10-03 at 5
Statuses and Their Meanings:
  1. Total: Total WhatsApp messages triggered in the selected workflow.
  2. Pending: Messages yet to be triggered.
  3. Sent: Messages sent to the recipient (one tick).
  4. Delivered: Messages delivered to the recipientโ€™s device (two ticks).
  5. Read: Messages opened by the recipient (blue tick).
  6. Failed: Messages that encountered errors such as blocked accounts, template issues, or reaching message limits.
๐Ÿ“š Support Article: For more details on how to use and interpret WhatsApp Workflow Statistics, refer to our support article here.
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 โ€˜tag-1โ€™ or [โ€˜tag-1โ€™, โ€˜tag-2โ€™], or โ€˜tag-1, tag-2โ€™
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
Screenshot 2024-10-01 at 5
Screenshot 2024-10-01 at 5
Screenshot 2024-10-01 at 5
Screenshot 2024-10-01 at 5
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
------------------------------------------------------
๐Ÿš€
2 New Website Templates Published
๐Ÿš€
------------------------------------------------------
Beauty & Fashion - 1
Automotive - 1
------------------------------------------------------
๐Ÿš€
2 New Funnel Templates Published
๐Ÿš€
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Home Services - 1
Health & Wellness - 1
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๐Ÿš€
1 New Email Templates Published
๐Ÿš€
------------------------------------------------------
Real Estate - 3
Health & Wellness - 1
-----------------------------------------------------
๐Ÿš€
1 New Form Templates Published
๐Ÿš€
-----------------------------------------------------
Beauty & Fashion - 1
-----------------------------------------------------
๐Ÿš€
1 New Survey Templates Published
๐Ÿš€
-----------------------------------------------------
Restaurant & Bar - 1
-----------------------------------------------------
๐Ÿš€
4 New Social Templates Published
๐Ÿš€
-----------------------------------------------------
Marketing Agency - 2
Medical - 2
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๐Ÿ“ฃ
1 New Snapshot
๐Ÿ“ฃ
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Health & Wellness - Weight Loss
Advertising - Social
Auto Body and Painting - Website
Barber Shop Contact - Form
Eye Lash Studio - Website
Health & Nutrition - Funnel
Health & Wellness - Weight Loss - Snapshot
Ice Cream Shop Customer Satisfaction - Survey
Martial Disciplines - Email
Medical Spa - Social
Real Estate Advisor - Email
Real Estate Agent - Email
Real Estate Specialist - Email
Structural Repair & Contracting - Funnel
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
๐Ÿ“ฑ 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.
๐Ÿ’ก 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
  1. In the Funnel or Website Builder, select an image and switch to mobile view.
  2. Open the image settings and adjust the Height and Width fields.
  3. 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! ๐ŸŽ‰
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.
Screenshot 2024-09-27 at 5
๐Ÿ‘€ Whatโ€™s New?
  1. No Meta Approval Required:
    Unlike WhatsApp Marketing and Utility Templates, which require Metaโ€™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.
  2. 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.
  3. 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.
  4. 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.
  5. 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.
  6. Customizable Snippets with Dynamic Content:
    Enhance your snippets by incorporating custom values or trigger links, ensuring that each message is personalized to the recipient.
Screenshot 2024-09-27 at 5
๐Ÿ› ๏ธ 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.
๐Ÿ‘ท How It Works:
  1. Go to
    Automation
    >
    Create Workflow
    >
    Start from Scratch
  2. Add
    Action
    > Select
    WhatsApp: Customer Service Window Check
    > Save Action
  3. Under
    Open Branch
    >
    Add Action
    >
    WhatsApp
    >
    Select WhatsApp Template
    >
    None - Free form message
    >
    Snippets
Screenshot 2024-09-27 at 5
We are thrilled to introduce a new feature designed to bring more transparency and convenience to managing agency-level transactions โ€“ 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.
Screenshot 2024-09-27 at 12
๐Ÿ‘€ Whatโ€™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.
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.
Screenshot 2024-09-27 at 1
๐Ÿ› ๏ธ 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, weโ€™ve developed this invoicing feature to provide a detailed usage breakdown and a clear view of the taxes being collected.
Screenshot 2024-09-27 at 1
๐Ÿ‘ท How It Works:
  1. Go to
    Billing
    >
    Wallet & Transactions
    >
    Detailed Transactions
  2. Filter transactions under the category "
    Wallet Sales Tax
    ".
  3. Download the corresponding invoice as a PDF.
Screenshot 2024-09-27 at 1
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.
To
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?
  1. Go to
    Calendar Settings.
  2. Click on
    Create Calendar.
  3. 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.
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