High Level Marketing Automation

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

Lead Nurturing

High Level

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By Jeff Baer

updated about 20 hours ago

High Level - Getting Started

General Overview

This video gives a big picture overview of how your platform works - and how to use it.     Next Lesson: Account Settings →  

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By Jeff Baer

updated about 20 hours ago

Account Settings

Let's get your account all set up correctly!     Next: Connecting Your Facebook Page →

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By Jeff Baer

updated about 22 hours ago

Connecting Your Facebook Page

If you want to receive Facebook Messages (from your page) follow the steps in this video:     Next: Dashboard Overview →

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By Jeff Baer

updated about 21 hours ago

Dashboard Overview

This is an overview of how to interpret and use your dashboard.     Next: Conversations Overview →

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By Jeff Baer

updated about 21 hours ago

Conversations Overview

This video shows you the capabilities and also how to use them within the conversations view.     Next: Opportunities Overview →

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By Jeff Baer

updated about 21 hours ago

Opportunities Overview

This video shows you how to use your opportunities pipeline.     Next: Integrating Stripe →

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By Jeff Baer

updated about 21 hours ago

Integrating Stripe

This video shows how to integrate stripe with your account.   Next: Managing Contacts →

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By Jeff Baer

updated about 21 hours ago

Managing Contacts

This video shows how to manage, upload, delete and tag your contacts.     Next: Campaigns Overview →

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By Jeff Baer

updated about 21 hours 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.     Next: Bulk Requests - Overview →

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By Jeff Baer

updated about 21 hours 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.     Next: Form Builder →

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By Jeff Baer

updated about 21 hours 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:...

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By Jeff Baer

updated about 21 hours ago

Survey Builder

Here is how to use your Survey Builder     Next: Trigger Links →

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By Jeff Baer

updated about 21 hours 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...

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By Jeff Baer

updated about 21 hours 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 .     Next: How to send broadcasts...

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By Jeff Baer

updated about 21 hours 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...

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By Jeff Baer

updated about 21 hours 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...

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By Jeff Baer

updated about 21 hours 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...

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By Jeff Baer

updated about 21 hours 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.     Next: Creating and Editing Calendars →

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By Jeff Baer

updated about 21 hours ago

High Level - Scheduling

Creating and Editing Calendars

This is the overview of setting up your calendars and making any adjustments.     Next: Integrating Google Calendar →

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By Jeff Baer

updated about 21 hours 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...

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By Jeff Baer

updated about 21 hours 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...

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By Jeff Baer

updated about 21 hours ago

Adding Payments to Appointments

This video shows how to create appointments that require a payment on booking.     Next: Triggers Overview →

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By Jeff Baer

updated about 21 hours ago

High Level - Triggers

Triggers Overview

This video is an overview of how "TRIGGERS" function. More specific videos on common triggers are also available.     Next: Facebook Lead Ads and Triggers →

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By Jeff Baer

updated about 21 hours ago

Facebook Lead Ads and Triggers

This video walks through how to set up some common automations via Facebook Lead Ads and triggers.     Next: Forms and Triggers →

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By Jeff Baer

updated about 21 hours 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...

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By Jeff Baer

updated about 21 hours ago

Appointments and Triggers

This video walks through how to set up some common automations via appointments and triggers.     Next: Task Reminders with Triggers →

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By Jeff Baer

updated about 21 hours 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'.     Next: ...

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By Jeff Baer

updated about 21 hours 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...

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By Jeff Baer

updated about 20 hours 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: ...

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By Jeff Baer

updated about 20 hours ago

High Level - Funnel Builder

Funnel Builder Overview

This video shows a general introduction on using the funnel builder.     Next: Allocating a domain to your funnel →

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By Jeff Baer

updated about 20 hours 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.     Next: Create and Add a Favicon →

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By Jeff Baer

updated about 20 hours 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.     Next: The Funnel Page Editor →

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By Jeff Baer

updated about 20 hours 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.     Next: Advanced Page Editor Walkthrough →

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By Jeff Baer

updated about 20 hours 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...

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By Jeff Baer

updated about 20 hours ago

Mobile Optimization of Funnel Pages

This video shows how to customize the mobile version of your pages.     Next: Page Editor - Individual Page Settings →

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By Jeff Baer

updated about 20 hours 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.     Next: Creating and Editing Pop Ups →

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By Jeff Baer

updated about 20 hours ago

Creating and Editing Pop Ups

This video shows how to create and edit your pop ups on each page.     Next: Adding One-Time Products to your Funnels →

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By Jeff Baer

updated about 20 hours 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.     Next: Adding a Subscription Product →

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By Jeff Baer

updated about 20 hours ago

Adding a Subscription Product

This video explains how to add a recurring subscription product.     You have completed the High Level Video Training!

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By Jeff Baer

updated about 20 hours ago