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...
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updated 10 months 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 🠦
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updated 9 months ago
Account Settings
Let's get your account all set up correctly! 🠤 General Overview Connecting Your Facebook Page 🠦
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Connecting Your Facebook Page
If you want to receive Facebook Messages (from your page) follow the steps in this video: ⭠ Account Settings Dashboard Overview ⭢
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Dashboard Overview
This is an overview of how to interpret and use your dashboard. 🠤 Connecting Your Facebook Page Conversations Overview 🠦
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Conversations Overview
This video shows you the capabilities and also how to use them within the conversations view. 🠤 Dashboard Overview Opportunities Overview 🠦
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Opportunities Overview
This video shows you how to use your opportunities pipeline. 🠤 Conversations Overview Integrating Stripe 🠦
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Integrating Stripe
This video shows how to integrate stripe with your account. 🠤 Opportunities Overview Managing Contacts 🠦
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Managing Contacts
This video shows how to manage, upload, delete and tag your contacts. 🠤 Integrating Stripe Campaigns Overview 🠦
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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...
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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 🠦
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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:...
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Survey Builder
Here is how to use your Survey Builder 🠤 Form Builder Trigger Links 🠦
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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...
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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...
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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...
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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...
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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...
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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 🠦
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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 🠦
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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...
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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...
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Adding Payments to Appointments
This video shows how to create appointments that require a payment on booking. 🠤 Integrate with Outlook Calendar Triggers Overview 🠦
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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 🠦
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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 🠦
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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...
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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 🠦
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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'. 🠤...
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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...
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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: ...
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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 🠦
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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 🠦
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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 🠦
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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 🠦
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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...
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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 🠦
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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...
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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 🠦
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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 🠦
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Adding a Subscription Product
This video explains how to add a recurring subscription product. 🠤 Adding One-Time Products to Your Funnels Knowledgebase Home 🠦
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