Changelog

Follow up on the latest improvements and updates.

RSS

What's new?
We have introduced a dropdown for state input within Invoices and Payment Links.
  • This will come for business details, company details, create new contact modal and within invoice settings.
  • This will also be available in the Payment links UI
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Why we built this?
This will help capture the creators of payment-links meaningful data and pave way to create further features like Automatic Taxes, Support for wider variety of payment methods etc
We are excited to announce more flexible pricing capabilities on the Developer Marketplace, enabling developers to have more tailored app pricing models geared to agencies and sub-accounts.
Why was this enhancement necessary?
The HighLevel marketplace has a unique distribution model option - Agency & Sub-account in which agencies can install apps onto sub-accounts. This model requires developers to be flexible in choosing who pays for the app—either the agency or the sub-account.
For example, developers can now offer apps that are free for agencies to install but charge a subscription only to the sub-accounts.
What's New?
  • Developers can now offer a paid app plan as free for either an agency or a sub-account.
  • It is as simple as adding a 0 in the amount.
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We're thrilled to unveil the brand new feature of tagging of Location to post on social media. Add Location tagging for enhanced Engagement, Increased Visibility, Local SEO Boost and Targeted Marketing. For example, if a influencers adds the location, it allows users to get visibility and drive traffic to that location.
😍
How it works?
  1. Go to Marketing > Social Planner
  2. Click on Create New Post
  3. First step is to select the socials where you would like to post the content
  4. Add the content and other settings
  5. There is option of location tagging, it will allow you to add places or locations. It will allow to add on Facebook and Instagram Post.
Note-
It will ask them to authenticate to get more scope to allow location tagging.
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😎
Why it Matters:
For social media engagement, location tagging helps to improve the visibility and chances of better insights like followers, likes and comments.
We're excited to introduce our latest feature: Click Performance Metrics. This new addition empowers you with detailed insights into how subscribers engage with your content through click tracking.
👀
What We Did:
When click tracking is enabled for an email campaign, GHL adds tracking information to each click-through URL. Each time a contact clicks a link in the campaign, the click is tracked through redirection. This ensures that you receive accurate data on link engagement within your campaign reports.
How This is Beneficial
:
Analyze Link Placements:
Understand which links are performing well and optimize their placement to improve engagement.
Understand Subscriber Interaction:
Gain deeper insights into how your subscribers interact with your content, helping you tailor your campaigns to better meet their interests and needs.
With Click Performance Metrics, you can refine your email marketing strategies based on real user interaction data, enhancing the effectiveness of your campaigns.
👷
How to use it?
  1. Navigate to the Email Marketing section.
  2. Create a new campaign and click on send or schedule.
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  1. Enable click tracking before sending.
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  1. After sending, access Campaign Statistics by clicking the three dots next to your campaign.
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  1. Click on Click Performance to analyze link performance.
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The click performance report would have all individual links and overview details.
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  1. Click on individual links to view contact-specific click details.
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📌
Note:
  1. The current implementation does not support A/B test and RSS campaigns
  2. The current implementation if for campaigns sent under email marketing and not workflows.
  3. The current implementation supports custom values but not trigger links
🚀
Coming soon
  1. We will support it for A/B testing and RSS campaigns
  2. Click Map Preview to refer the placement of the links in the campaign
Help Document
- Click here

new

Opportunities and Pipelines

Contacts

Introducing Multiple Contacts per Opportunity

This enhancement allows you to add additional contacts to an opportunity, providing greater flexibility and organization for managing your relationships.
This feature is currently in Labs> Subaccounts > "Additional Contacts"
Key Features:
Add Additional Contacts:
You can now link multiple contacts to a single opportunity. This is particularly useful for opportunities involving multiple stakeholders or points of contact.
Primary Contact Referencing:
For all workflows and referencing purposes, the system will continue to use the primary contact field, ensuring continuity and consistency in your processes.
How to Use Multiple Contacts per Opportunity:
Open Opportunity:
Navigate to the desired opportunity by clicking on its card.
Additional Contacts:
In the "Additional Contacts" field, add any contact you would like to link to the opportunity.
Restrictions:
  • A contact designated as the primary contact for an opportunity cannot be added to the additional contacts list for the same opportunity.
  • If the "Allow duplicate opportunities" setting is not enabled, a single contact cannot be added to the primary or additional contacts lists of multiple opportunities.
Please note, for now:
Lists and Workflows:
The system will continue to operate based on the primary contact’s details. This includes fetching and displaying information related to the primary contact.
Future Enhancements:
In upcoming releases, we will introduce features to display opportunities linked to a contact under the "Contact's Opportunities" section.
Overview
Relied on workflows to remind your customers? Now, increase your payment conversions on invoices by setting payment reminders for your customers directly from settings.
What's New?
  • Set up multiple reminders by Adding New reminders and simply enabling/disabling it using a toggle
  • Delete a reminder if needed
  • Set number of reminders, custom emails and change when to send it based on Invoice due date or sent date
How to use?
  • Go to Settings within Invoices
Screenshot 2024-06-12 at 14
  • Click on Reminder Settings
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  • Configure below details for every reminder:
  1. Reminder Name
  2. Reminder Template for Email and SMS - Use existing or edit an existing template and create a new one on the go!
  3. Edit the Subject of your email
  4. Set reminder frequency: Every [X] [Days/Months/Hours..] [After/Before] [Invoice Due date/Invoice sent date]
  5. Set Maximum reminders to limit when the reminder will stop to go
Screenshot 2024-06-12 at 14
  • Click on Add New Reminder to add another reminder
  • Delete a reminder if needed or just turn it off using a toggle
Why this feature
  • Highly voted on feedback board and will help the users to get more people to pay for their invoices with easy reminder configurations!
We have improved our system to prevent previews of deleted templates and campaigns.
Problem Statement:
💥
Previously, users could preview templates or campaigns even if they were deleted, causing confusion as they then expect to see active content.
What We Did?
😎
To address this issue, we:
  1. Implemented a status check for templates and campaigns during the preview request.
  2. Updated the system to return a "404 Not Found" error message if the requested template or campaign is deleted and display a clear display of the "404 Not Found" error.
Benefits:
🚀
  1. Eliminates confusion by ensuring only active templates and campaigns can be previewed.
  2. Provides a clear "404 Not Found" error message for deleted content.
Enhances user experience by preventing access to outdated or removed resources.
We're thrilled to announce a major update to our Contact widgets: Attribution and UTM parameters are here!
👀 What’s New?
  • Attribution Property:
    Filter contacts based on First or Last attribution with our new Attribution property in contact widget conditions.
  • UTM Parameters:
    Gain deeper insights with the addition of key UTM parameters to contact widget conditions. Create more detailed widgets using;
    UTM Campaign, UTM Content, UTM Keyword, UTM Matchtype, UTM Medium
    ,
    UTM AdId
    ,
    UTM AdGroupId
    ,
    UTM Source
    and other Attribution properties like
    Medium
    and
    Session Source
    .
  • Group by/View By:
    Now you can create donut and line graphs using these new properties;
    Session Source
    and
    Medium
  • Updated Columns in Granular Insights:
    All the new properties are now available in the granular insights table view and can be exported to CSV.
  • New Columns for Table Widget:
    These properties are also now selectable in the Table widget's column selector.
  • New Widgets:
    Introducing "Contacts by Source" , "Contacts by Medium" and "Top Sources for contacts created" widgets.
👷 How It Works:
  1. Enter Edit mode on your Dashboard.
  2. Click on Add widget.
  3. Under Contact Category, choose any widget.
  4. Switch to the condition tab.
  5. Choose Attribution and select the attribution type.
  6. Click on Add attribution field.
  7. Choose and configure attribution parameter filters as per your requirements.
  8. You can add more by clicking on Add attribution field again
  9. Save your changes.
⭐ Why it Matters:
  • Enhanced Understanding:
    Identify where your contacts are coming from and create detailed, specific widgets for various attribution and UTM properties.
  • Lead Source Insights:
    Build your own interactive lead source widgets on the dashboard and export data for different sources using the CSV export functionality.
  • Greater Flexibility:
    Gain more control over what you see on your widgets, tailoring them to your exact need
📌 Important Notes:
  1. UTM parameters and fields will only be visible on Table and Granular insights view if Attribution type (First or Latest) is added in widget conditions
  2. Group/View by properties -
    Session Source
    and
    Medium
    can only be selected if Attribution type (First or Latest) is added in widget conditions
Click here for the detailed video and help article!
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What's new?
  • Add today's date to the date field element which limits the selection of date range for the signer to the day when they are signing the document
  • Earlier, the signer's name was shown by default on top of the signature element in the generated PDF. Now you can control to show the signer name or not
How to use?
  • Add a date field element. Go to available dates. Select Today's date as the option
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  • Add a Signature field. Assign a signer. Enable/disable the checkbox in properties to show the name or not
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Why this feature?
  • Helps users to create better looking and more functional documents
👀 What’s Improved?
  • Title Element:
    Title elements now have a white background by default instead of a transparent background.
  • Image Fit:
    The default image fit setting is "Contain".
  • Image Title:
    The image title is set to "Hide Title" by default.
👷 How It Works:
  1. Enter Edit mode on your Dashboard.
  2. Click on Add widget.
  3. Switch to the Elements tab.
  4. Choose from Titles, Textboxes, or Images.
  5. Configure the elements to suit your needs.
  6. Save your changes.
ℹ️ Help Articles
  1. How to add Titles on your Dashboard
  2. How to add Text boxes on your Dashboard
  3. How to add Images on your Dashboard
Click here for the detailed guide video!
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