Changelog

Follow up on the latest improvements andΒ updates.

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πŸ“₯ Overview
A missed call can be a missed opportunity, and your follow up text should not fail simply because the number your customer called cannot send SMS.
Previously,
Missed Call Text Back
always tried to send the follow up SMS from the same number your customer called. But some numbers are designed primarily to receive calls or may not currently be eligible to send SMS. In those cases, your text back could fail even when another messaging ready number was available in your account.
We’ve improved this experience. HighLevel will now automatically choose an eligible sending number, helping more of your missed call follow ups reach your customers while staying aligned with messaging requirements.
The result is simple:
more missed callers receive your follow up message, while your texts stay aligned with messaging requirements.
πŸ“Š What’s New?
βœ… Your Missed Call Text Back Has a Better Chance of Reaching the Customer
When a customer calls and you miss them, we’ll still try to
text them back from the number they called first
, as long as that number can send SMS.
If it can’t, system will automatically look for the next best option:
  1. A number you’ve
    successfully messaged this contact from before
  2. Your
    default outbound number
  3. Another
    eligible messaging number
    available in the location
This is especially helpful when calls come through
number pools, call tracking numbers, unverified toll free numbers, or other numbers that aren’t eligible to send SMS
. Instead of attempting the text from a number that can’t send, we’ll use an eligible number when one is available.
πŸ’¬ What Will Your Customers Notice?
Most of the time, nothing changes. The missed caller simply receives your follow up as expected.
In some cases, the
SMS may come from a different number than the one they originally called
. That’s intentional. We’re choosing a number that can actually send the message rather than letting an important follow up fail.
πŸ” Why It Matters
When someone calls your business and you cannot answer, that first follow up can be important for keeping the conversation going.
With smarter number selection, you can:
  • πŸ“© Reach more missed callers
    instead of losing the follow up because one number cannot send SMS
  • ⚑ Keep follow ups automatic
    without manually managing which number should be used
  • πŸ›‘οΈ Stay aligned with messaging requirements
    such as A2P and toll free verification
  • 🀝 Respond to potential leads sooner
    and keep conversations moving even when you miss the initial call
In short,
if you have an eligible number available, we’ll automatically use it to give your missed call text a better chance of reaching the customer.
πŸ’‘ Good to Know
  • Answered calls will continue to work as before and will not trigger a text back.
  • If
    Missed Call Text Back
    is disabled in your Phone System settings, no message will be sent.
  • Your contacts’ communication preferences and DND settings will continue to be respected.
  • If there is no eligible number available, you’ll see the failed attempt in the conversation along with the reason, giving you clear visibility into what happened.
πŸ“Œ Overview
The User login workflow trigger now fires for logins from the new Client Portal experience β€” not just legacy membership logins. We've also added a dedicated Client Portal category in the workflow trigger picker, so all Client Portal triggers live in one place.
✨ What's New
πŸ”‘ New Client Portal logins now fire the "User login" trigger Successful logins from the new Client Portal experience now emit the same workflow trigger event as legacy membership logins. Any workflow already using the User login trigger will start running on these logins automatically β€” no reconfiguration required.
πŸ—‚οΈ New "Client Portal" category in the trigger picker
A dedicated Client Portal category now groups all Client Portal triggers together:
User login β€” moved from Courses
Client portal file uploaded β€” moved from Membership
πŸ’¬ Clearer helper text
The User login trigger now spells out that it covers both legacy membership logins and logins from the new Client Portal experience β€” removing the confusion caused by its old placement under Courses.
image
πŸ› οΈ How to Use
Automate on Client Portal member login
  • Open the Workflow Builder.
  • Click Add trigger and search for User login.
  • Select it under the new Client Portal category (previously found under Courses).
  • Save your workflow β€” it will now fire on both legacy membership logins and logins from the new Client Portal experience.
Already using this trigger?
No action needed. Existing workflows continue to run as-is and will automatically pick up login events from the new Client Portal experience.
πŸ’‘ Why This Matters
Agencies on the new Client Portal experience previously had no way to automate off a member login, because the trigger only covered legacy memberships. Trigger placement was inconsistent too β€” login sat under Courses while file upload sat under Membership β€” making it unclear what each trigger actually covered. This update closes the gap and puts both triggers where you'd expect to find them.
πŸ—“οΈ
Effective Date
  • October 1, 2026 β†’ Verizon and 'Other' Category Carrier Fee Updates
Overview
To keep our pricing aligned with current carrier costs and maintain optimal deliverability across global telecom networks, we are updating carrier fees for messaging traffic sent to U.S. numbers via Verizon and select providers in the 'Other' category.
Verizon Carrier Fee Updates
Key changes for outbound messaging via the Verizon network
:
  • Outbound SMS (Long Code, Short Code, Toll-Free, Authy & Verify): $0.0045 β†’ $0.0050 per message
  • Outbound RCS Rich: $0.0045 β†’ $0.0050 per message
Other Carrier Fee Updates
Key changes for outbound messaging via 'Other' Category Carrier network:
  • Outbound SMS (Long Code, Short Code Group B, Toll-Free, Authy & Verify): $0.0040 β†’ $0.0042 per message
  • Short Code Group A SMS: $0.0025 per message (No change)
πŸ” Why It’s Happening
These updates stem directly from our downstream carriers in response to changing delivery and infrastructure costs across telecom networks.
Updating our rates ensures:
β€’ Continued high-quality service and performance
β€’ Reliable and optimised message delivery
β€’ Direct alignment with global carrier pricing structures
πŸ™
Thank You
We understand how important clear and transparent communication is regarding billing updates. We are committed to keeping you informed well in advance to ensure these adjustments are as seamless as possible. No action is required on your end. The updated rates will apply automatically from the effective date.
Overview:
Toll-free verification now asks for your Privacy Policy URL and your Terms & Conditions URL. Carriers will begin rejecting any new toll-free verification without both links on September 15, 2026, so both fields are live now and required before you submit.
Screenshot 2026-09-02 at 12
What's new:
  • Two new fields on Step 3 (Messaging use case), directly below your opt-in workflow images. Both are required before you can send the submission.
  • Steps 1 and 2 are unchanged. Existing verified numbers are out of scope and need no update or re-verification.
Previously:
  • The form didn't ask for policy links, so a missing o policy page only surfaced when Carriers rejected the submission.
Why it matters:
  • From September 15, 2026, a toll-free submission without both links is rejected outright. Providing them now keeps your new numbers moving.
What's New
You can now delete a saved payment method from your sub-account. If a card is outdated, expired, or just no longer needed, you can remove it directly instead of leaving it on file indefinitely.
Why It Matters
This gives you full control over the cards saved to your account and keeps your billing dashboard clean and easy to manage β€” no more sorting through payment methods you no longer use.
Notes
Available for sub-accounts on SaaS v2 system.
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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
------------------------------------------------------
πŸš€
1 New Website Templates Published
πŸš€
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Business Coaching & Consulting - 1
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πŸš€
1 New Funnel Templates Published
πŸš€
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Marketing Agency - 1
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πŸš€
1 New Email Templates Published
πŸš€
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Business Coaching & Consulting - 1
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πŸš€
4 New Social Templates Published
πŸš€
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Other - 2
Home Services - 2
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πŸš€
2 New Facebook Ad Templates Published
πŸš€
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Automotive - Car Detailing
Business Coaching & Consulting - Education Tutor
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πŸš€
5 New Google Ad Templates Published
πŸš€
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Other - Cell Phone Repair
Medical - Hair Regrowth
Marketing Agency - Digital Content Creator
Legal - Personal Injury Law Firm
Insurance - Commercial Insurance Services
------------------------------------------------------
πŸš€
7 New LinkedIn Ad Templates Published
πŸš€
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Finance - Financial Investor
Insurance - P&C Insurance Advisor
Marketing Agency - Digital Networking Services
Creative - Engraving Shop
Business Coaching & Consulting - Learning Specialist
Real Estate - Home Loan Specialist
Finance - Financial Record Keeper
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πŸš€
1 New Workflow Templates Published
πŸš€
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Industry-Specific - Insurance Policy Renewal Reminder
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πŸ’₯Β 1 Revamped Existing TemplateΒ Β πŸ’₯
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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.
Business Coaching & Consulting - Career Coach
Car Detailing - Facebook Ad
Career Coach - Snapshot
Daycare Services - Social Planner
Education Tutor - Facebook Ad
Online Marketing - Funnel
Personal Development Coach - Email
Pressure Washing - Social Planner
Stocks Trading Advisor - Website
Engraving Shop - LinkedIn Ad
Learning Specialist - LinkedIn Ad
Cell Phone Repair - Google Ad
Commercial Insurance Services - Google Ad
Digital Content Creator - Google Ad
Digital Networking Services - LinkedIn Ad
Finance Record Keeper - LinkedIn Ad
Financial Investor - LinkedIn Ad
Hair Regrowth - Google Ad
Home Loan Specialist - LinkedIn Ad
Insurance Policy Renewal Reminder - Workflow
P&C Insurance Advisor - LinkedIn Ad
Personal Injury Law Firm - Google Ad
πŸ‘€
What's New?
  • You can now target Announcement banners to specific sub-accounts and users, instead of only broadcasting to your entire agency
  • Build multi-condition rules β€” combine conditions like sub-account, country, timezone, or user role, with AND/OR logic
  • CTA buttons can now open links in a new tab, so you can safely link out to external promotions or landing pages
πŸ‘·
How It Works:
  1. Open your Announcement, go to the Audience tab
  2. Set Agency-level and Sub-account-level visibility
  3. Under Advanced filters, choose a field (e.g. Sub-account, Country, User Role), an operator, and a value
  4. Add more conditions to refine further β€” conditions in the same group must all match (AND); add a new group for alternate match paths (OR)
🌟
Why It Matters:
  1. Reach the right audience
    β€” stop showing every banner to every user; target only the sub-accounts or users a message is relevant to
  2. Run smarter campaigns
    β€” combine multiple conditions to support promotions, onboarding nudges, or role-specific alerts
  3. Link out safely
    β€” CTAs can now open in a new tab, so customers keep their place in your app while checking out a linked offer
⏭️
What's Next?
NA
πŸ“
Notes:
  1. Available to all agencies
  2. Sub-account and user targeting is available now;
Setting target
Screenshot 2026-08-28 at 9
URL in new tab
Screenshot 2026-08-28 at 9
What's new?
Workflow Settings now has a Sender domain dropdown under Sender details. Pick any verified dedicated domain on the sub-account and every email action in that workflow sends from it, the same way domain selection already works in Email Campaigns. If the sub-account has no dedicated domains configured, the dropdown doesn't appear.
Untitled
How it works
image
The Sender domain dropdown shows all verified dedicated domains on the sub-account, plus All domains.
  1. All domains: Enter the sender name and email prefix, such as 'marketing'. Emails continue to send across configured domains using weighted distribution configured in the sub account
image
  1. Specific domain: Select a domain and enter the email prefix. For example, marketing with example.com sends as marketing@example.com.
image
If you enter a full sender email on a different domain. In that case, the sender email overrides the selected domain and a Sender domain mismatch warning appears because mismatched domains may affect deliverability. Sender details set inside an individual email action take final preference over the workflow-level settings.
How to use it
  • Add and verify your domain under Email Services, Dedicated Domains.
  • Open the workflow, go to Settings, and pick the domain under Sender domain.
  • Set a From name and From email, then save. Every email action in the workflow inherits it.
Why we built it
Until now every workflow in a sub-account went out on the same domain. You could change the From address on a workflow, but that only changes the name people see, not the domain the email is actually sent on, so a promo blast and a booking confirmation always rose and fell together. One bad campaign and risks that other email confirmations landing in spam as well.
Now you pick the domain workflow by workflow. Reminders and receipts sit on one domain, promos and cold outreach on another, and a campaign that lands badly costs you that domain alone. You can also try a new domain on a single workflow and watch how it does before moving anything else across.
Simple example
A sub-account sends appointment reminders and payment receipts on mail.acmeclinic.com, and runs its monthly promo nurture on news.acmeclinic.com. The promo volume builds reputation on its own domain, so a bad month there leaves the reminders untouched.
Additional Notes
  • Only verified domains from Email Services show up in the dropdown.
  • Sender details on an email action override what the workflow settings have, including the domain.
  • Email headers configured in your dedicated email settings take priority over the ones in workflow settings.
What's new?
The test phone number field in the Send SMS action now uses the standard phone input with a country flag picker, the same one you see elsewhere in the app. Type your number the way you dial it and the test sends. The old "please add country codes" hint is gone, and the error text is now just "Invalid phone number".
How it works
The picker sits in front of the field and defaults to your sub-account's country. Whatever flag is selected, the number is saved in full international format before the test goes out, so the country is always known. Click the flag to open the list and search by country name or dialing code to switch it.
How to use it
  • Open the Send SMS action in your workflow and scroll to Test Phone Number.
  • Leave the flag on your sub-account's country, or click it and pick another.
  • Type the number in local format and click Send test SMS.
Why we built it
Most people type their own number the way they dial it, without a country code. That failed every time and gave an error that read like the number itself was wrong, so a quick test turned into a guessing game about formatting.
Simple examples
An agency on an India sub-account types 9089786755 to test a reminder SMS. The picker already shows the India flag, so the test sends to +919089786755.
The same agency wants to check the copy on a US client's number. They switch the flag to US, type 4088613552, and the test sends to +14088613552.
Preview
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Creating a certificate can now start with a simple prompt. Certificate AI Beta turns your requirements into a complete, editable certificate design in minutes.
πŸš€ What’s new?
  • ✨
    Generate with AI
    : Describe the certificate you want and let AI create the design for you.
  • πŸ’¬
    Guided creation
    : AI asks relevant questions, such as certificate orientation, to understand your requirements.
  • 🎨
    Complete designs
    : AI can use text, frames, signatures, QR codes, and other Certificate Builder elements to bring your certificate together.
  • ✏️
    Fully editable
    : Continue customizing your AI-generated certificate directly in the Certificate Builder.
  • ⚑
    Quick prompts
    : Start quickly with ideas for course completions, milestones, event participation, training, and more.
πŸ“ How to access
  • Go to β†’
    Memberships
    β†’
    Credentials
    and describe the certificate you want to create.
Certificate AI is currently in Beta, and we’ll continue improving the experience based on your feedback. πŸš€
image
Screenshot 2026-08-27 at 3
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