High Level

This is where you will find support materials for the High Level Customer Relationship Manager

What is High Level?

High Level is the #1 Automation and Text Messaging Platform to manage a businesses' follow up, two-way texting, lead generation & sales pipeline, scheduling and so much more. High Level     Visit...

Avatar

By Jeff Baer

updated about 1 month ago

High Level - Getting Started

General Overview

This video gives a big picture overview of how your platform works - and how to use it.     🠤 High Level Introduction Account Settings 🠦

Avatar

By Jeff Baer

updated 8 days ago

Account Settings

Let's get your account all set up correctly!     🠤 General Overview Connecting Your Facebook Page 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Connecting Your Facebook Page

If you want to receive Facebook Messages (from your page) follow the steps in this video:     ⭠ Account Settings Dashboard Overview ⭢

Avatar

By Jeff Baer

updated about 1 month ago

Dashboard Overview

This is an overview of how to interpret and use your dashboard.     🠤 Connecting Your Facebook Page Conversations Overview 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Conversations Overview

This video shows you the capabilities and also how to use them within the conversations view.     🠤 Dashboard Overview Opportunities Overview 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Opportunities Overview

This video shows you how to use your opportunities pipeline.     🠤 Conversations Overview   Integrating Stripe 🠦

Avatar

By Jeff Baer

updated 30 days ago

Integrating Stripe

This video shows how to integrate stripe with your account. 🠤 Opportunities Overview Managing Contacts 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Managing Contacts

This video shows how to manage, upload, delete and tag your contacts.   🠤 Integrating Stripe Campaigns Overview 🠦

Avatar

By Jeff Baer

updated about 1 month ago

High Level - Marketing

Campaigns Overview

This video walks through how the Campaign Builder allows you to create and manage your automated communications.  This includes examples such as sending follow up sequences or sending appointment reminders.     🠤 Managing Contacts Bulk Requests...

Avatar

By Jeff Baer

updated about 1 month ago

Bulk Requests Overview

This video shows you what Bulk Requests are and how to use them. An example use would be sending a newsletter.     🠤 Campaigns Overview Form Builder 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Form Builder

This video shows how to create and use forms to take people's information. The Custom form style shown in the video is: label{color:#000000!important; display: none;} .form-control {background: #fff; font-size: 20px; font-weight: normal; border:...

Avatar

By Jeff Baer

updated about 1 month ago

Survey Builder

Here is how to use your Survey Builder     🠤 Form Builder Trigger Links 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Trigger Links

Trigger links allow you to do things like send your contacts a link customized with their information or set "triggers" to fire when someone clicks a link. Here's how to create them and use them.     To convert a calendar link to one that auto...

Avatar

By Jeff Baer

updated about 1 month ago

How to Use the Email Builders

Emails can be created directly in campaigns  or using the email  template builder . This video shows how to do both. Note that you can jump to 11:23 in the video to learn how to use the email template builder .     🠤 Trigger Links How To Send...

Avatar

By Jeff Baer

updated about 1 month ago

How to Send Broadcasts and Newsletters

This video shows how to send one off email/sms broadcasts such as monthly newsletters: There are 3 Steps to the process: 1. Build the campaign you would like to send (for example an email and a single SMS) 2. Decided which contacts you would like...

Avatar

By Jeff Baer

updated about 1 month ago

Call Function

This video explains how to use the CALL step in your campaign builder. This will trigger the system to dial your number (set in call forwarding area in phone settings) and let you connect directly to your contact via a phone conversation. Note...

Avatar

By Jeff Baer

updated about 1 month ago

Manual Actions

Manual actions allow you to "manually" SMS or CALL your contacts similar to a "Power Dialer". This way you can rapidly go through a set of manual follow up steps one after the other with no delay between calls. This video shows how to initiate...

Avatar

By Jeff Baer

updated about 1 month ago

Sending a Single SMS or Email

This video shows how to send out a single message to your entire database, or to a select group on contacts.     🠤 Manual Actions Creating and Editing Calendars 🠦

Avatar

By Jeff Baer

updated about 1 month ago

High Level - Scheduling

Creating and Editing Calendars

This is the overview of setting up your calendars and making any adjustments.     🠤 Sending a single SMS or Email Out Integrating Google Calendar 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Integrating Google Calendar

This video shows how to integrate your calendars with a Google calendar. N.B. Once you have integrated a google calendar to one of your automation calendars, this integration cannot be changed. So please select your google calendar carefully when...

Avatar

By Jeff Baer

updated about 1 month ago

Integrate with Outlook Calendar

Direct integration to Outlook Calendar is coming in late 2019. In the meantime, this workaround allows you to synch your appointments to Outlook as well as have Outlook Data synch with your automation account - to avoid double bookings. In other...

Avatar

By Jeff Baer

updated about 1 month ago

Adding Payments to Appointments

This video shows how to create appointments that require a payment on booking.     🠤 Integrate with Outlook Calendar Triggers Overview 🠦

Avatar

By Jeff Baer

updated about 1 month ago

High Level - Triggers

Triggers Overview

This video is an overview of how "TRIGGERS" function. More specific videos on common triggers are also available.     🠤 Adding Payments to Appointments Facebook Lead Ads and Triggers 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Facebook Lead Ads and Triggers

This video walks through how to set up some common automations via Facebook Lead Ads and triggers.     🠤 Triggers Overview Forms and Triggers 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Forms and Triggers

This video walks through how to set up some common automations via forms and triggers. Note that you can use the additional filters on the left hand side of the screen to set special conditions so that the trigger only activates depending on a...

Avatar

By Jeff Baer

updated about 1 month ago

Appointments and Triggers

This video walks through how to set up some common automations via appointments and triggers.     🠤 Forms and Triggers Task Reminders with Triggers 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Task Reminders with Triggers

You can send yourself or team members reminders (or other trigger actions) based on the due date of any tasks you have set. Note that if you would like a task reminder on the day of the task, simply set the 'date before' field as '0'.     🠤...

Avatar

By Jeff Baer

updated about 1 month ago

Triggering Actions with Trigger Links

This video shows how to initiate an action based on when a TRIGGER LINK is clicked by a person.  And example of this would be if you sent an email asking a person if they would like to receive more information about product A or product B. Simply...

Avatar

By Jeff Baer

updated about 1 month ago

High Level - Mobile App

Mobile App Introduction

  These are the links to install the app on your phone if I've not already installed it, It is our development partner "High Level" that the app runs as.  For iOS: https://itunes.apple.com/us/ app/go-highlevel/id1425004076   For Android: ...

Avatar

By Jeff Baer

updated about 1 month ago

High Level - Funnel Builder

Funnel Builder Overview

This video shows a general introduction on using the funnel builder.     🠤 Mobile App Introduction Allocating a Domain to Your Funnel 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Allocating a Domain to Your Funnel

This video shows how to connect a custom domain to your funnel.  Note that using a sub domain is covered at 4:11 into the video.     🠤 Funnel Builder Overview Create and Add a Favicon 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Create and Add a Favicon

This video shows how to create and install a Favicon to your funnel pages. This is the little icon that shows up on a browser tab label.     🠤 Allocating a Domain to Your Funnel The Funnel Page Editor 🠦

Avatar

By Jeff Baer

updated about 1 month ago

The Funnel Page Editor

This video walks through the foundations of the funnel page editor. It explains the interface and how Sections, Rows, Columns and Elements interact.     🠤 Create an Add a Favicon Advanced Page Editor Walkthrough 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Advanced Page Editor Walkthrough

This video shows how to use the page editor at a more advanced level to create AMAZING looking pages. Ultimately it showcases how to use the custom settings of sections, rows, columns and elements to create whatever look you want without needing...

Avatar

By Jeff Baer

updated about 1 month ago

Mobile Optimization of Funnel Pages

This video shows how to customize the mobile version of your pages.     🠤 Advanced Page Editor Walkthrough Page Editor - Individual Page Settings 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Page Editor - Individual Page Settings

This video shows how to use the page settings area on the individual page editor. This includes setting SEO Metadata, Custom CSS, Custom Tracking Code, Typography and Page Background.     🠤 Mobile Optimization of Funnels Creating and Editing Pop...

Avatar

By Jeff Baer

updated about 1 month ago

Creating and Editing Pop Ups

This video shows how to create and edit your pop ups on each page.     🠤 Page Editor - Individual Page Settings Adding One-Time Products to Your Funnels 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Adding One-Time Products to Your Funnels

This video shows how to add a one-time product to your funnel. You will need a Stripe integration setup which is covered in another video.     🠤 Creating and Editing Pop Ups Adding a Subscription Product 🠦

Avatar

By Jeff Baer

updated about 1 month ago

Adding a Subscription Product

This video explains how to add a recurring subscription product.     🠤 Adding One-Time Products to Your Funnels Knowledgebase Home 🠦

Avatar

By Jeff Baer

updated about 1 month ago