Changelog

Follow up on the latest improvements and updates.

RSS

Overview
We’ve added internationalization (i18n) support for notification emails sent to sub-accounts. Emails are now delivered in the sub-account’s preferred platform language, creating a more localized and consistent experience.
What’s New
  • Notification emails now respect the
    platform language preference
    set at the
    sub-account level
  • Language is resolved
    at send time
    , ensuring the correct locale is applied
  • English
    is used as the default when: No language preference is set, or A translation is unavailable
Notes
  • This update currently applies
    only to CSV import analysis emails
    sent to sub-accounts
  • Emails sent to
    agency users
    will continue to be delivered in
    English
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
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1 New Website Templates Published
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Automotive - 1
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1 New Email Templates Published
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Financial - 1
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1 New Form Templates Published
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Automotive - 1
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1 New Survey Templates Published
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Business Coaching and Consulting - 1
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4 New Social Templates Published
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Marketing Agency - 2
Legal - 2
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🚀
5 New Google Ad Templates Published
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Health & Wellness - Workout Facility
Home Services - Roofing Services
Insurance - Property and Casualty Insurance Coverage
Legal - Bankruptcy Lawyers
Marketing Agency - Advertising Services
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📣
1 New Snapshot
📣
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Legal - Real Estate Attorney
Muffler & Brakes Shop - Website
Real Estate Attorney = Snapshot
Business Coach Customer Satisfaction - Survey
Financial Planner Informational - Email
Roadside Assistance Contact - Form
Advertising Services - Google Ad
Bankruptcy Lawyers - Google Ad
Personal Injury Lawyer - Social
Property and Casualty Insurance Coverage - Google Ad
Roofing Services - Google Ad
SEO Services - Social
Workout Facility - Google Ad
We’ve rolled out a few fixes to make SaaS subscriptions and client onboarding more reliable.
✅ What’s Fixed
  1. Correct Next Billing Date Display
  • Subscription details now show the correct next billing date.
  1. Smoother Signup When Only First Name Is Provided
  • SaaS account creation now works even if a client enters only their first name during checkout.
  1. Cleaner Contact Records for SaaS v2
  • Last names are now saved correctly when new contacts are created during SaaS v2 purchases.
💡 Why This Matters
These fixes help prevent onboarding issues, ensure accurate billing information, and keep your customer data clean.
We’ve made a couple of behind-the-scenes improvements to the SaaS v2 experience to make it cleaner and more reliable.
✅ What’s New
Cleaner Plan Syncing
  • When you delete a SaaS v2 plan from your agency account, it’s now automatically removed from the SaaS Configurator too.
  • This helps keep your plan list accurate and avoids hitting plan limits unnecessarily.
No More Duplicate Payment Links
  • When generating a payment link for a SaaS plan, the system now reuses an existing link if one already exists.
  • New links are created only when needed, keeping things tidy and easy to manage.
💡 Why This Matters
These updates help you stay organized, reduce clutter, and ensure your SaaS setup stays in sync as you manage and scale your plans.
No action required — everything works automatically.
Overview
The
'Manage Smart List' and 'Restore' options
have been moved!
As part of the full launch of the revamped Contact List View and SmartLists experience, we’ve streamlined the header options to reduce clutter and improve discoverability.
Starting Jan 29, 2025,
the Manage Smart Lists and Restore options have been deprecated from the header menu and moved to a more contextual location within the same page
(These actions are now accessible from the actions menu (⋮) next to the “Add Contact” button.).
To ensure a smooth transition, users were shown a header message about this transition for over a month prior to this change to help them get accustomed to the new flow.
Screenshot 2026-01-30 at 12
What’s New?
  • UI Change (Effective Jan 29, 2025)
  • Manage Smart Lists and Restore options are no longer available in the header menu.
  • These actions are now accessible from the actions menu (⋮) next to the “Add Contact” button.
  • A new informational header message is being displayed to guide users: “The ‘Manage Smart Lists’ & ‘Restore’ menu options have moved — you’ll find them under the actions menu (⋮) next to the ‘Add Contact’ button.” This message will remain visible until Feb 15, 2025 to reinforce the new location.
Screenshot 2026-01-30 at 11
How to Use
  • Navigate to Contacts > SmartLists.
  • Click the three-dot (⋮) actions menu next to the Add Contact button.
  • Select Manage Smart Lists or Restore from the actions menu.
Why This Matters
  • Reduces header clutter and keeps frequently used actions focused and contextual.
  • Improves consistency with updated CRM list-view patterns.
What's new
We’ve expanded the Custom Value picker and If/Else so you can use four new fields in workflows:
  • Contact -> Attribution Medium ID (from First/Latest Attribution)
  • Task ID
  • Note created by (Name)
  • Contact Engagement Score
These appear anywhere you pick custom value / merge fields or set If/Else conditions.
Why we’re doing this
Users have asked for more ways to build real-world workflows. With these new fields, you can now pinpoint where the lead came from, point to the exact task id, know who wrote a note, and act on a contact’s engagement level. Together, they make everyday automations clearer and more precise.
Who it’s for
Anyone building workflows - Agency Admins and sub-account users alike. If your account uses Engagement Scoring, you’ll also see the score as a field. 
How to use
In the Workflow Builder, open the custom value picker / merge field or add an If/Else step - these fields will now appear like any other field.
Contact Engagement Score
  • Engagement Score is available in locations with scoring set up under Settings → Manage Scoring.
  • Workflow Example: If the engagement score is 20+, move the contact to a faster follow-up branch; otherwise keep them on the standard path.
Contact -> Attribution -> Medium ID
  • To check attribution details, open a contact → Activity → First / Latest Attribution. ďżź
  • Workflow Example: Mark Instagram DM leads and include the medium ID when you report the conversion from ads.
Note Created by
  • When you have a note based trigger, you can find the note created by merge field show up
  • Workflow Example: If the note author’s name includes “Success,” notify the Success team; otherwise notify Ops.
Task ID
  • Task ID appears when the workflow is task-related (Task Added/Completed/Reminder) or right after Add Task. ďżź
  • Workflow Example: Send the Task ID to your project/ticket tool so the same task is updated there.
Additional Notes
If a value isn’t available for a contact or event, it will be empty; your workflow still runs.
👀 What’s New?
You can now mark
any contact form field as required
in the Chat Widget, including
custom fields and dropdown fields
. This ensures visitors must provide critical information before starting or continuing a conversation.
👷How It Works:
Go to
Chat Widget Builder > Chat Window
> add fields under Contact Form Options (default or custom) -
  • Use
    “Mark the fields you wish to be mandatory”
    section to select which fields should be required. Default fields are always mandatory to a contact form.
image
  • Required fields are clearly marked with an asterisk (*) in the widget.
  • Visitors won’t be able to submit the form unless all mandatory fields are filled.
  • When an agent requests contact details from the Conversation Panel (at the sub-account level), visitors are still required to fill all fields marked as mandatory before proceeding.
⭐ Why It Matters:
  • Prevents incomplete submissions where users skip important fields.
  • Ensures workflows, automations, and routing logic always receive the required data.
  • Maintains consistent data capture whether details are collected upfront or requested later by an agent.
📝 Notes:
  1. Applies to custom contact form fields with default contact form fields being always mandatory.
  2. Mandatory field enforcement applies, when:
  • A visitor starts a conversation via the widget
  • Contact details are requested by an agent during an active conversation.
  1. Existing widgets remain unchanged unless fields are explicitly marked as mandatory.
  2. Screenshots show both states: required vs optional fields.

new

Opportunities and Pipelines

Bulk Delete & Restore Opportunities

⭐ What’s new
You can now bulk delete and restore opportunities—making large-scale pipeline cleanups faster, safer, and fully reversible.
Instead of deleting opportunities one by one, you can remove multiple records at once and restore them later if needed.
This feature is currently in Subaccount > Labs
Screenshot 2026-01-29 at 5
🛠️ How it works
Bulk Delete Opportunities
  • Go to Opportunities
  • Select multiple opportunities using checkboxes
Screenshot 2026-01-29 at 5
  • Click Delete
  • Type DELETE to confirm the action
Screenshot 2026-01-29 at 5
Bulk deletions run asynchronously, so you can continue working while the process completes.
Screenshot 2026-01-29 at 4
Restore Deleted Opportunities
  • Open the Bulk Actions page
Screenshot 2026-01-29 at 4
  • Locate the deleted action and click on the 3 dots on the right
  • Click Restore to recover the opportunities
Screenshot 2026-01-29 at 4
⚠️ Opportunities linked to deleted contacts cannot be restored.
Bulk Actions Tracking
  • View real-time status of bulk delete and restore actions
  • See who initiated the action, when it ran, and how many records succeeded or failed
  • Access detailed, per-opportunity results for full transparency
💡 Why it matters
Bulk Delete & Restore helps teams:
  • Clean up large volumes of stale or invalid opportunities in seconds
  • Reduce risk with explicit confirmation and a 60-day recovery window
  • Maintain full visibility into destructive actions via audit-friendly tracking
  • Confidently declutter pipelines without fear of permanent data loss
⭐ What’s new
You can now view Social Planner performance directly on the Dashboard using newly added widgets. These widgets surface aggregated social analytics so agencies and sub-accounts can quickly understand how their social content is performing, without navigating away from the Dashboard.
🛠️ How it works
Got o Dashboards>> Add Dashboard>>Social Planner Widgets
image
image
1) 📊 Social Planner Dashboard Widgets
New widgets are now available on the Dashboard for Social Planner analytics.
These widgets support aggregated metrics such as:
  • Posts
  • Likes
  • Comments
  • Shares
  • Impressions
  • Reach
  • Followers
Screenshot 2026-01-28 at 4
2) 🔍 Filters & Grouping Options
Users can configure widgets using filters of:
  • Platform
  • Social Account
  • Date Range
Screenshot 2026-01-28 at 4
Group data by:
  • Date
  • Platform
  • Social Account
3) ⚙️ Built for Scale & Reuse
Numeric widgets are supported for key social metrics
Fully compatible with:
  • Dashboard Widgets
  • Custom Reports
  • Snapshots
  • Templates
💡 Why it matters
These new Social Planner widgets help agencies:
  • Get instant visibility into social performance from the Dashboard
  • Monitor key metrics without switching contexts or reports
  • Rely on consistent, unified analytics across Dashboards and Custom Reports
  • Scale social reporting seamlessly as new metrics and capabilities are added
You’ve been asking for it — now it’s here.
With Multilingual Prospect Report Sharing, you can finally send or export your Marketing Audit Reports in 13 different languages — so you can capture, engage, and convert clients worldwide.
What’s New
  1. Share in Your Prospect’s Language: Choose the language when sharing reports via web URL.
Screenshot 2025-08-27 at 10
  1. Export Marketing Audit Report PDF: Click Export and Choose your language when exporting report PDF
Screenshot 2025-10-02 at 5
  1. Let Prospects Choose: If you’re unsure, prospects can switch languages themselves while viewing the report.
Screenshot 2025-08-28 at 3
  1. 13 Languages Supported: Including English, Spanish, French, French (Canada), German, Italian, Dutch, Danish, Finnish, and more.
  2. Works Across Channels: For Sub-Account Prospecting, when you try to send SMS/Email report links shared will also open in the selected language.
Screenshot 2025-08-27 at 10
  1. Agency + Sub-Account Ready: Available at both levels today.
Why It Matters
  • Reach prospects in their native language — build trust and credibility instantly.
  • Open doors to new regions and countries for prospecting.
  • Boost conversion rates by making reports easier to understand and act on.
  • One of the most requested features by agencies is now live.
If you have suggestion for 2026, please share them here https://ideas.gohighlevel.com/prospecting-tool
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