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class="details-box"> <div class="image-box"> <img width="188" height="188" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAxODggMTg4IiB3aWR0aD0iMTg4IiBoZWlnaHQ9IjE4OCIgZGF0YS11PSJodHRwcyUzQSUyRiUyRmJsb2cuZ29oaWdobGV2ZWwuY29tJTJGd3AtY29udGVudCUyRnVwbG9hZHMlMkYyMDIyJTJGMTIlMkZITC5qcGVnIiBkYXRhLXc9IjE4OCIgZGF0YS1oPSIxODgiIGRhdGEtYmlwPSIiPjwvc3ZnPg==" data-spai="1"/> </div> </div> </div>   <div class="entry-meta"> <span class="posted-on"><time class="entry-date updated-date" datetime="2024-10-24T21:37:59+00:00" itemprop="dateModified">Last updated on October 24, 2024</time></span> <span class="byline">by <span class="author vcard" itemprop="author" itemtype="https://schema.org/Person" itemscope><a class="url fn n" href="https://blog.gohighlevel.com/author/highlevel/" title="View all posts by HighLevel" rel="author" itemprop="url"><span class="author-name" itemprop="name">HighLevel</span></a></span></span> </div> </header> <div class="featured-image page-header-image-single"> <img width="2560" height="1440" src="data:image/svg+xml;base64,PHN2ZyB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciIHZpZXdCb3g9IjAgMCAyNTYwIDE0NDAiIHdpZHRoPSIyNTYwIiBoZWlnaHQ9IjE0NDAiIGRhdGEtdT0iaHR0cHMlM0ElMkYlMkZibG9nLmdvaGlnaGxldmVsLmNvbSUyRndwLWNvbnRlbnQlMkZ1cGxvYWRzJTJGMjAyMyUyRjA1JTJGQWktQmxvZ3MtY29weS5wbmciIGRhdGEtdz0iMjU2MCIgZGF0YS1oPSIxNDQwIiBkYXRhLWJpcD0iIj48L3N2Zz4=" data-spai="1" class="attachment-full size-full" alt="" itemprop="image" decoding="async" fetchpriority="high" /> </div> <div class="entry-content" itemprop="text"> <div style='display:none;' class='shareaholic-canvas' data-app='share_buttons' data-title='HighLevel + AI: The Future Of Sales & Marketing Is Here!' data-link='https://blog.gohighlevel.com/highlevel-ai-the-future-of-sales-marketing-is-here/' data-app-id-name='post_above_content'></div><span class="rt-reading-time" style="display: block;"><span class="rt-label rt-prefix">Reading Time: </span> <span class="rt-time">15</span> <span class="rt-label rt-postfix">minutes</span></span> <figure class="wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio"><div class="wp-block-embed__wrapper"> <iframe title="2024 Level Up Day" width="1140" height="641" src="https://www.youtube.com/embed/BGL9Z64o8SY?feature=oembed" frameborder="0" allow="accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share" referrerpolicy="strict-origin-when-cross-origin" allowfullscreen></iframe> </div></figure> <p>LevelUp Day 2024 brought an insane number of updates to the HighLevel platform. We’re talking over 300 new features, enhancements, and updates.   </p> <p>And we’ve introduced two new revolutionary features: AI Employee and the Kollab app! </p> <p>From SaaS solutions to E-commerce tools, Email Builder upgrades to powerful Prospecting Tools and everything in between, HighLevel is taking business automation.</p> <p>It’s everything you need to empower your team, elevate your customer experience, and streamline your processes like never before.</p> <p>Watch the LevelUp Day 2024 replay or dive into the full breakdown below for a snapshot of all of these exciting updates!</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <div id="ez-toc-container" class="ez-toc-v2_0_62 counter-hierarchy ez-toc-counter ez-toc-custom ez-toc-container-direction"> <div class="ez-toc-title-container"> <p class="ez-toc-title" >Table of Contents</p> <span class="ez-toc-title-toggle"><a href="#" class="ez-toc-pull-right ez-toc-btn ez-toc-btn-xs ez-toc-btn-default ez-toc-toggle" aria-label="Toggle Table of Content"><span class="ez-toc-js-icon-con"><span class=""><span class="eztoc-hide" style="display:none;">Toggle</span><span class="ez-toc-icon-toggle-span"><svg style="fill: #0a213d;color:#0a213d" xmlns="http://www.w3.org/2000/svg" class="list-377408" width="20px" height="20px" viewbox="0 0 24 24" fill="none"><path d="M6 6H4v2h2V6zm14 0H8v2h12V6zM4 11h2v2H4v-2zm16 0H8v2h12v-2zM4 16h2v2H4v-2zm16 0H8v2h12v-2z" fill="currentColor"></path></svg><svg style="fill: #0a213d;color:#0a213d" class="arrow-unsorted-368013" xmlns="http://www.w3.org/2000/svg" width="10px" height="10px" viewbox="0 0 24 24" version="1.2" baseprofile="tiny"><path d="M18.2 9.3l-6.2-6.3-6.2 6.3c-.2.2-.3.4-.3.7s.1.5.3.7c.2.2.4.3.7.3h11c.3 0 .5-.1.7-.3.2-.2.3-.5.3-.7s-.1-.5-.3-.7zM5.8 14.7l6.2 6.3 6.2-6.3c.2-.2.3-.5.3-.7s-.1-.5-.3-.7c-.2-.2-.4-.3-.7-.3h-11c-.3 0-.5.1-.7.3-.2.2-.3.5-.3.7s.1.5.3.7z"/></svg></span></span></span></a></span></div> <nav><ul class='ez-toc-list ez-toc-list-level-1' ><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-1" href="#Conversation_AI_View_Prompts_Knowledge_Base_and_Actions_for_Each_AI_Message" title="Conversation AI: View Prompts, Knowledge Base, and Actions for Each AI Message">Conversation AI: View Prompts, Knowledge Base, and Actions for Each AI Message</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-2" href="#Conversation_AI_Edit_Bot_Status_for_Contacts" title="Conversation AI: Edit Bot Status for Contacts">Conversation AI: Edit Bot Status for Contacts</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-3" href="#AI_Funnel_AI_Beta" title="AI: Funnel AI (Beta)">AI: Funnel AI (Beta)</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-4" href="#AI_Employee_Working_Hours" title="AI Employee: Working Hours">AI Employee: Working Hours</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-5" href="#Client_Portal_Kollab_Support_Dashboard" title="Client Portal: Kollab Support Dashboard">Client Portal: Kollab Support Dashboard</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-6" href="#Ad_Manager_Audiences_Tab" title="Ad Manager: Audiences Tab">Ad Manager: Audiences Tab</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-7" href="#Ad_Manager_Statistics" title="Ad Manager: Statistics">Ad Manager: Statistics</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-8" href="#Affiliate_Manager_Click_Tracking" title="Affiliate Manager: Click Tracking">Affiliate Manager: Click Tracking</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-9" href="#Analytics_Online_Listings_%E2%80%93_Analytics_Dashboard" title="Analytics: Online Listings – Analytics Dashboard">Analytics: Online Listings – Analytics Dashboard</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-10" href="#Analytics_Prospecting_Tool_%E2%80%93_Analytics_Dashboard" title="Analytics: Prospecting Tool – Analytics Dashboard">Analytics: Prospecting Tool – Analytics Dashboard</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-11" href="#App_Marketplace_Snapshot_Selling_Support" title="App Marketplace: Snapshot Selling Support">App Marketplace: Snapshot Selling Support</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-12" href="#Calendar_Troubleshooting_Tool" title="Calendar: Troubleshooting Tool">Calendar: Troubleshooting Tool</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-13" href="#Calendar_Add_Notes_Per_Appointment" title="Calendar: Add Notes Per Appointment">Calendar: Add Notes Per Appointment</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-14" href="#CRM_Dashboards_%E2%80%93_Visitor_Data_Widgets" title="CRM: Dashboards – Visitor Data Widgets">CRM: Dashboards – Visitor Data Widgets</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-15" href="#CRM_Recurring_Tasks" title="CRM: Recurring Tasks">CRM: Recurring Tasks</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-16" href="#CRM_Dashboards_%E2%80%93_Comparison_Percentage" title="CRM: Dashboards – Comparison Percentage">CRM: Dashboards – Comparison Percentage</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-17" href="#Documents_Contracts_Direct_Payment_2-in-1_Documents" title="Documents & Contracts: Direct Payment (2-in-1 Documents)">Documents & Contracts: Direct Payment (2-in-1 Documents)</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-18" href="#Ecommerce_Upsell_Products_at_Checkout" title="Ecommerce: Upsell Products at Checkout">Ecommerce: Upsell Products at Checkout</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-19" href="#Email_Dashboard_Email_Widgets" title="Email: Dashboard Email Widgets">Email: Dashboard Email Widgets</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-20" href="#Email_Pre-Built_Segments_for_Targeted_Email_Campaigns" title="Email: Pre-Built Segments for Targeted Email Campaigns">Email: Pre-Built Segments for Targeted Email Campaigns</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-21" href="#Email_Forms_and_Inline_Surveys_in_Email_Campaigns" title="Email: Forms and Inline Surveys in Email Campaigns">Email: Forms and Inline Surveys in Email Campaigns</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-22" href="#Email_Conditional_Elements_in_Email_Builder" title="Email: Conditional Elements in Email Builder">Email: Conditional Elements in Email Builder</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-23" href="#Funnels_Websites_ClickFunnels_20_Importer" title="Funnels & Websites: ClickFunnels 2.0 Importer">Funnels & Websites: ClickFunnels 2.0 Importer</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-24" href="#Funnels_Websites_Separate_Image_Dimensions_Settings_for_Mobile_Desktop_View" title="Funnels & Websites: Separate Image Dimensions Settings for Mobile & Desktop View">Funnels & Websites: Separate Image Dimensions Settings for Mobile & Desktop View</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-25" href="#Funnels_Websites_Purchasing_and_DNS_Hosting" title="Funnels & Websites: Purchasing and DNS Hosting">Funnels & Websites: Purchasing and DNS Hosting</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-26" href="#Funnels_Websites_WordPress_Site_Cloning_Support" title="Funnels & Websites: WordPress Site Cloning Support">Funnels & Websites: WordPress Site Cloning Support</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-27" href="#Media_Storage_Multi-Select_Files" title="Media Storage: Multi-Select Files">Media Storage: Multi-Select Files</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-28" href="#Media_Storage_Google_Drive_Integration" title="Media Storage: Google Drive Integration">Media Storage: Google Drive Integration</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-29" href="#Media_Storage_Private_Mode_in_Media_Library" title="Media Storage: Private Mode in Media Library">Media Storage: Private Mode in Media Library</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-30" href="#Payments_Create_or_Schedule_Subscriptions_and_Send_Invoices_from_Contact_Details_Page" title="Payments: Create or Schedule Subscriptions and Send Invoices from Contact Details Page">Payments: Create or Schedule Subscriptions and Send Invoices from Contact Details Page</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-31" href="#WhatsApp_In-App_Appointment_Booking" title="WhatsApp: In-App Appointment Booking">WhatsApp: In-App Appointment Booking</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-32" href="#SaaS_Custom_Menu_Links_in_SaaS_Plans" title="SaaS: Custom Menu Links in SaaS Plans">SaaS: Custom Menu Links in SaaS Plans</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-33" href="#Documents_Contracts_Split_Column_Support" title="Documents & Contracts: Split Column Support">Documents & Contracts: Split Column Support</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-34" href="#Payments_PayPal_Support_for_Payment_Element" title="Payments: PayPal Support for Payment Element">Payments: PayPal Support for Payment Element</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-35" href="#Ad_Manager_Carousel_Ads" title="Ad Manager: Carousel Ads">Ad Manager: Carousel Ads</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-36" href="#SaaS_Multiple_Payment_Providers_UI_Enhancement" title="SaaS: Multiple Payment Providers / UI Enhancement">SaaS: Multiple Payment Providers / UI Enhancement</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-37" href="#SaaS_Reselling_Add-Ons_with_SaaS_Plans" title="SaaS: Reselling Add-Ons with SaaS Plans">SaaS: Reselling Add-Ons with SaaS Plans</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-38" href="#Payments_Estimate_Actions_Triggers_Templates" title="Payments: Estimate Actions, Triggers, Templates">Payments: Estimate Actions, Triggers, Templates</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-39" href="#Ad_Manager_Leads_and_Sales_Insights_in_Campaign_Statistics" title="Ad Manager: Leads and Sales Insights in Campaign Statistics">Ad Manager: Leads and Sales Insights in Campaign Statistics</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-40" href="#Ecommerce_Customer_Access_Center" title="Ecommerce: Customer Access Center">Ecommerce: Customer Access Center</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-41" href="#Chat_Widget_Custom_Fields_in_Contact_Forms" title="Chat Widget: Custom Fields in Contact Forms">Chat Widget: Custom Fields in Contact Forms</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-42" href="#Forms_Surveys_Submissions_Page_Revamp" title="Forms & Surveys: Submissions Page Revamp">Forms & Surveys: Submissions Page Revamp</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-43" href="#Workflows_Notes_and_Stickies" title="Workflows: Notes and Stickies">Workflows: Notes and Stickies</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-44" href="#Funnels_Websites_Pie_Chart_Visualizations" title="Funnels & Websites: Pie Chart Visualizations">Funnels & Websites: Pie Chart Visualizations</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-45" href="#Workflows_Update_Custom_Values_in_Math_Operations" title="Workflows: Update Custom Values in Math Operations">Workflows: Update Custom Values in Math Operations</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-46" href="#Email_Workflow_Email_Statistics_Integration" title="Email: Workflow Email Statistics Integration">Email: Workflow Email Statistics Integration</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-47" href="#Social_Planner_Advanced_Statistics" title="Social Planner: Advanced Statistics">Social Planner: Advanced Statistics</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-48" href="#Payments_Pause_and_Resume_Subscriptions" title="Payments: Pause and Resume Subscriptions">Payments: Pause and Resume Subscriptions</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-49" href="#Ecommerce_Reviews_Ratings_for_Products" title="Ecommerce: Reviews & Ratings for Products">Ecommerce: Reviews & Ratings for Products</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-50" href="#Template_Library_Hide_All_Future_GHL_Templates_by_Default" title="Template Library: Hide All Future GHL Templates by Default">Template Library: Hide All Future GHL Templates by Default</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-51" href="#Template_Library_Customize_Sub-Account_View" title="Template Library: Customize Sub-Account View">Template Library: Customize Sub-Account View</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-52" href="#Conversations_Select_a_Phone_Number_for_SMS" title="Conversations: Select a Phone Number for SMS">Conversations: Select a Phone Number for SMS</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-53" href="#Ecommerce_WooCommerce_Integration" title="Ecommerce: WooCommerce Integration">Ecommerce: WooCommerce Integration</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-54" href="#Communities_Community_Chats" title="Communities: Community Chats">Communities: Community Chats</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-55" href="#App_Marketplace_Discover_Tab_for_Global_Search_and_App_Installation" title="App Marketplace: Discover Tab for Global Search and App Installation">App Marketplace: Discover Tab for Global Search and App Installation</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-56" href="#Conversations_Quick_Replies_for_Facebook_and_Instagram" title="Conversations: Quick Replies for Facebook and Instagram">Conversations: Quick Replies for Facebook and Instagram</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-57" href="#Forms_Websites_Widget_Marketplace" title="Forms & Websites: Widget Marketplace">Forms & Websites: Widget Marketplace</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-58" href="#Forms_Surveys_Math_Calculations_for_New_Field_Types" title="Forms & Surveys: Math Calculations for New Field Types">Forms & Surveys: Math Calculations for New Field Types</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-59" href="#Ecommerce_Digital_Product_Delivery" title="Ecommerce: Digital Product Delivery">Ecommerce: Digital Product Delivery</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-60" href="#Chat_Widget_Business_Office_Hours" title="Chat Widget: Business Office Hours">Chat Widget: Business Office Hours</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-61" href="#Blogs_Blog_Importer" title="Blogs: Blog Importer">Blogs: Blog Importer</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-62" href="#CRM_Track_Actions_with_Custom_Object_Audit_Logs" title="CRM: Track Actions with Custom Object Audit Logs">CRM: Track Actions with Custom Object Audit Logs</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-63" href="#SaaS_Sell_Snapshots_Through_SaaS_Plans_on_the_Marketplace" title="SaaS: Sell Snapshots Through SaaS Plans on the Marketplace">SaaS: Sell Snapshots Through SaaS Plans on the Marketplace</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-64" href="#Dashboards_Personalize_Your_Dashboard_with_Themes" title="Dashboards: Personalize Your Dashboard with Themes">Dashboards: Personalize Your Dashboard with Themes</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-65" href="#Membership_New_Mobile_UI_for_Courses" title="Membership: New Mobile UI for Courses">Membership: New Mobile UI for Courses</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-66" href="#WordPress_Single_Sign-On_SSO_for_WP_Admin_Access" title="WordPress: Single Sign-On (SSO) for WP Admin Access">WordPress: Single Sign-On (SSO) for WP Admin Access</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-67" href="#WordPress_Automate_Domain_Setup_with_Domain_Connect_Integration" title="WordPress: Automate Domain Setup with Domain Connect Integration">WordPress: Automate Domain Setup with Domain Connect Integration</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-68" href="#Client_Portal_Revamped_Dashboard_New_Contracts_Feature" title="Client Portal: Revamped Dashboard & New Contracts Feature">Client Portal: Revamped Dashboard & New Contracts Feature</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-69" href="#Client_Portal_Branded_Mobile_App_Builder" title="Client Portal: Branded Mobile App Builder">Client Portal: Branded Mobile App Builder</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-70" href="#Funnels_Websites_Photo_Gallery_Element" title="Funnels & Websites: Photo Gallery Element">Funnels & Websites: Photo Gallery Element</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-71" href="#Communities_Community_Events" title="Communities: Community Events">Communities: Community Events</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-72" href="#Forms_and_Surveys_Analytics" title="Forms and Surveys: Analytics">Forms and Surveys: Analytics</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-73" href="#Payments_Tax_Inclusive_or_Exclusive_Pricing_Support" title="Payments: Tax Inclusive or Exclusive Pricing Support">Payments: Tax Inclusive or Exclusive Pricing Support</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-74" href="#Documents_Contracts_Opportunity_Custom_Values_Support" title="Documents & Contracts: Opportunity Custom Values Support">Documents & Contracts: Opportunity Custom Values Support</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-75" href="#Calendars_Microsoft_Teams_Integration" title="Calendars: Microsoft Teams Integration">Calendars: Microsoft Teams Integration</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-76" href="#Conversations_Folders_and_Search_Support_for_Snippets" title="Conversations: Folders and Search Support for Snippets">Conversations: Folders and Search Support for Snippets</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-77" href="#Documents_Contracts_Custom_Value_Support_for_Links" title="Documents & Contracts: Custom Value Support for Links">Documents & Contracts: Custom Value Support for Links</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-78" href="#Workflows_Starter_Plus_Plan_%E2%80%93_10_for_10000_Premium_Executions" title="Workflows: Starter Plus Plan – $10 for 10,000 Premium Executions">Workflows: Starter Plus Plan – $10 for 10,000 Premium Executions</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-79" href="#Prospecting_Select_and_Reorder_Marketing_Audit_Report_Sections" title="Prospecting: Select and Reorder Marketing Audit Report Sections">Prospecting: Select and Reorder Marketing Audit Report Sections</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-80" href="#Snapshots_Snapshot_Push_History" title="Snapshots: Snapshot Push History">Snapshots: Snapshot Push History</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-81" href="#Ecommerce_Facebook_and_Instagram_Shop" title="Ecommerce: Facebook and Instagram Shop">Ecommerce: Facebook and Instagram Shop</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-82" href="#Affiliate_Manager_External_Website_Support" title="Affiliate Manager: External Website Support">Affiliate Manager: External Website Support</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-83" href="#Reporting_Custom_Reports" title="Reporting: Custom Reports">Reporting: Custom Reports</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-84" href="#Email_Campaign_Flow_and_Campaign_Summary_Page" title="Email: Campaign Flow and Campaign Summary Page">Email: Campaign Flow and Campaign Summary Page</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-85" href="#Calendars_Collect_Payments_for_Recurring_Appointments" title="Calendars: Collect Payments for Recurring Appointments">Calendars: Collect Payments for Recurring Appointments</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-86" href="#SaaS_Rebilling_Summary" title="SaaS: Rebilling Summary">SaaS: Rebilling Summary</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-87" href="#SaaS_Revamped_Onboarding_in_SaaS_Configurator" title="SaaS: Revamped Onboarding in SaaS Configurator">SaaS: Revamped Onboarding in SaaS Configurator</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-88" href="#Forms_Surveys_Partial_Contact_Creation" title="Forms & Surveys: Partial Contact Creation">Forms & Surveys: Partial Contact Creation</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-89" href="#WordPress_Access_Activity_Logs" title="WordPress: Access & Activity Logs">WordPress: Access & Activity Logs</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-90" href="#Membership_New_Course_Theme_%E2%80%93_Neo_Classic" title="Membership: New Course Theme – Neo Classic">Membership: New Course Theme – Neo Classic</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-91" href="#Online_Listings_GMB_Facebook_Integration" title="Online Listings: GMB & Facebook Integration">Online Listings: GMB & Facebook Integration</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-92" href="#Online_Listings_Expanded_Availability" title="Online Listings: Expanded Availability">Online Listings: Expanded Availability</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-93" href="#Funnels_Websites_Mega_Navigation_Menu" title="Funnels & Websites: Mega Navigation Menu">Funnels & Websites: Mega Navigation Menu</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-94" href="#Calendars_Smart_Lists_for_Appointments" title="Calendars: Smart Lists for Appointments">Calendars: Smart Lists for Appointments</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-95" href="#Workflows_Advanced_Filters_Smart_Lists" title="Workflows: Advanced Filters & Smart Lists">Workflows: Advanced Filters & Smart Lists</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-96" href="#SaaS_Agency_Wallet_Usage_Notification" title="SaaS: Agency Wallet Usage Notification">SaaS: Agency Wallet Usage Notification</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-97" href="#SaaS_Custom_Menu_Links" title="SaaS: Custom Menu Links">SaaS: Custom Menu Links</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-98" href="#Ecommerce_Shopify_Integration_Updates" title="Ecommerce: Shopify Integration Updates">Ecommerce: Shopify Integration Updates</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-99" href="#Dashboards_Template_Library_Integration" title="Dashboards: Template Library Integration">Dashboards: Template Library Integration</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-100" href="#Opportunities_Customize_Opportunity_Card" title="Opportunities: Customize Opportunity Card">Opportunities: Customize Opportunity Card</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-101" href="#Template_Library_New_Products_Added" title="Template Library: New Products Added">Template Library: New Products Added</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-102" href="#CRM_Configure_Searchable_Fields" title="CRM: Configure Searchable Fields">CRM: Configure Searchable Fields</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-103" href="#Funnels_Websites_Webinar_Funnels" title="Funnels & Websites: Webinar Funnels">Funnels & Websites: Webinar Funnels</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-104" href="#Affiliate_Manager_Improved_Media_Library" title="Affiliate Manager: Improved Media Library">Affiliate Manager: Improved Media Library</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-105" href="#Reputation_Management_Spam_Detection_of_Reviews" title="Reputation Management: Spam Detection of Reviews">Reputation Management: Spam Detection of Reviews</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-106" href="#Reputation_Management_New_Review_Trigger" title="Reputation Management: New Review Trigger">Reputation Management: New Review Trigger</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-107" href="#CRM_Import_Contacts_Opportunities" title="CRM: Import Contacts & Opportunities">CRM: Import Contacts & Opportunities</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-108" href="#CRM_Create_Associations_Between_Contacts" title="CRM: Create Associations Between Contacts">CRM: Create Associations Between Contacts</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-109" href="#Quizzes_Quiz_Builder" title="Quizzes: Quiz Builder">Quizzes: Quiz Builder</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-110" href="#WordPress_Website_Templates" title="WordPress: Website Templates">WordPress: Website Templates</a></li><li class='ez-toc-page-1 ez-toc-heading-level-3'><a class="ez-toc-link ez-toc-heading-111" href="#App_Marketplace_Web_Widgets" title="App Marketplace: Web Widgets">App Marketplace: Web Widgets</a></li></ul></nav></div> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Conversation_AI_View_Prompts_Knowledge_Base_and_Actions_for_Each_AI_Message"></span><strong>Conversation AI: View Prompts, Knowledge Base, and Actions for Each AI Message</strong><span class="ez-toc-section-end"></span></h3> <p>Users can view and edit the components that generate AI responses, including the knowledge base, directly from the conversation view.<br><strong>Benefit: </strong>This feature offers greater transparency and control over AI interactions, allowing users to fine-tune responses and improve AI performance in real time.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Conversation_AI_Edit_Bot_Status_for_Contacts"></span><strong>Conversation AI: Edit Bot Status for Contacts</strong><span class="ez-toc-section-end"></span></h3> <p>Users can manage the status of the Conversation AI bot from a new Bot Status setting within the message composer.<br><strong>Benefit: </strong>This added control allows users to determine when the AI bot interacts with specific contacts, enhancing bot management and communication efficiency.</p> <h3 class="wp-block-heading"><span class="ez-toc-section" id="AI_Funnel_AI_Beta"></span><strong>AI: Funnel AI (Beta)</strong><span class="ez-toc-section-end"></span></h3> <p>Automatically generate optimized funnels tailored to business needs using AI.<br><strong>Benefit: </strong>Funnel AI saves time and improves conversion rates by offering businesses effective funnel designs instantly.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="AI_Employee_Working_Hours"></span><strong>AI Employee: Working Hours</strong><span class="ez-toc-section-end"></span></h3> <p>Set working hours for your AI Employee.<br><strong>Benefit: </strong>This feature ensures your AI Employee only responds during designated hours, aligning its availability with your team’s schedule.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Client_Portal_Kollab_Support_Dashboard"></span><strong>Client Portal: Kollab Support Dashboard</strong><span class="ez-toc-section-end"></span></h3> <p>Our new Kollab Support Dashboard simplifies the management of app-related tasks for our Ops team.<br><strong>Benefit: </strong>This streamlined platform enhances efficiency by automating communication and allowing for quick review and updates of subaccount information, reducing manual work and bottlenecks.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ad_Manager_Audiences_Tab"></span><strong>Ad Manager: Audiences Tab</strong><span class="ez-toc-section-end"></span></h3> <p>The Audiences tab in Ad Manager allows users to create Custom or Lookalike audiences either during the campaign creation process or beforehand in the Audiences section.<br><strong>Benefit: </strong>This feature streamlines campaign setup by enabling users to prepare audiences in advance, reducing steps during the campaign launch for a smoother and more efficient user journey.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ad_Manager_Statistics"></span><strong>Ad Manager: Statistics</strong><span class="ez-toc-section-end"></span></h3> <p>The Ad Manager now provides detailed campaign statistics, offering metrics such as impressions, clicks, conversions, and expenditure.<br><strong>Benefit: </strong>Users can now monitor the performance of their campaigns, making data-driven decisions to optimize ad spend, improve campaign ROI, and offer a complete analytics solution.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Affiliate_Manager_Click_Tracking"></span><strong>Affiliate Manager: Click Tracking</strong><span class="ez-toc-section-end"></span></h3> <p>Click tracking for referral links allows both you and your affiliates to monitor click data in various key areas.<br><strong>Benefit: </strong>This feature gives deeper insights into affiliate performance, helping you optimize campaigns and boost commissions with strategies based on click metrics.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Analytics_Online_Listings_%E2%80%93_Analytics_Dashboard"></span><strong>Analytics: Online Listings – Analytics Dashboard</strong><span class="ez-toc-section-end"></span></h3> <p>The Online Listings Analytics Dashboard provides users with detailed performance metrics and location insights, offering a comprehensive view of digital presence.<br><strong>Benefit: </strong>With access to actionable data, users can make informed decisions to enhance their online visibility, improve business outcomes, and track trends for better performance.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Analytics_Prospecting_Tool_%E2%80%93_Analytics_Dashboard"></span><strong>Analytics: Prospecting Tool – Analytics Dashboard</strong><span class="ez-toc-section-end"></span></h3> <p>The Prospecting Tool’s Analytics Dashboard offers metrics and visualizations of prospecting activities to help agencies optimize lead generation strategies.<br><strong>Benefit: </strong>This tool allows users to track their progress, measure effectiveness, and identify areas for improvement, all of which contribute to more effective prospecting and lead generation.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="App_Marketplace_Snapshot_Selling_Support"></span><strong>App Marketplace: Snapshot Selling Support</strong><span class="ez-toc-section-end"></span></h3> <p>Agency admins can now sell their snapshots to other agencies via the App Marketplace.<br><strong>Benefit: </strong>This new revenue stream increases earning potential for agencies on HighLevel and grows the supply of apps in the Marketplace by enabling any user to become a seller.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Calendar_Troubleshooting_Tool"></span><strong>Calendar: Troubleshooting Tool</strong><span class="ez-toc-section-end"></span></h3> <p>The Troubleshooting Tool gives visibility into why certain time slots are unavailable for booking, offering detailed insights into the effect of various calendar settings.<br><strong>Benefit: </strong>This feature streamlines scheduling by helping users identify and resolve availability issues, and ensures the accuracy of the scheduling tool for customers. </p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Calendar_Add_Notes_Per_Appointment"></span><strong>Calendar: Add Notes Per Appointment</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now add, edit, and track notes for individual appointments directly within the Appointment Modal and Contacts & Conversations tab.<br><strong>Benefit: </strong>This update enhances team communication by centralizing appointment details, ensuring all key information is accessible where users need it most.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="CRM_Dashboards_%E2%80%93_Visitor_Data_Widgets"></span><strong>CRM: Dashboards – Visitor Data Widgets</strong><span class="ez-toc-section-end"></span></h3> <p>Track website and funnel performance with easy-to-use Visitor Data Widgets on your custom CRM dashboard. (only available on $497 plan)<br><strong>Benefit: </strong>By consolidating visitor data in one place, users can quickly assess their site’s performance, enabling more informed decisions to enhance conversion rates.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="CRM_Recurring_Tasks"></span><strong>CRM: Recurring Tasks</strong><span class="ez-toc-section-end"></span></h3> <p>Users can set up recurring tasks at specified intervals, reducing the need for manual duplication.<br><strong>Benefit: </strong>This feature boosts productivity by automating routine task creation, saving time and allowing users to focus on more strategic activities.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="CRM_Dashboards_%E2%80%93_Comparison_Percentage"></span><strong>CRM: Dashboards – Comparison Percentage</strong><span class="ez-toc-section-end"></span></h3> <p>The Comparison Percentage feature allows users to track performance trends over time by comparing data to previous periods in custom Dashboard Widgets. (only available in $497 plan)<br><strong>Benefit: </strong>Users gain instant insights into their marketing and sales strategies with visual cues that highlight performance improvements or declines, helping optimize business outcomes.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Documents_Contracts_Direct_Payment_2-in-1_Documents"></span><strong>Documents & Contracts: Direct Payment (2-in-1 Documents)</strong><span class="ez-toc-section-end"></span></h3> <p>Direct invoice payments can now be made immediately after document signing, streamlining both processes into one user flow.<br><strong>Benefit: </strong>This feature simplifies the user experience by combining contract signing and payment collection into one flow, saving time and reducing payment friction.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ecommerce_Upsell_Products_at_Checkout"></span><strong>Ecommerce: Upsell Products at Checkout</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now upsell additional products during the checkout process, helping to increase their average cart value.<br><strong>Benefit: </strong>By including upsells at Checkout, businesses can maximize revenue opportunities before completing the order.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Email_Dashboard_Email_Widgets"></span><strong>Email: Dashboard Email Widgets</strong><span class="ez-toc-section-end"></span></h3> <p>New email performance widgets provide insights into key metrics like opens, clicks, and bounces.<br><strong>Benefit: </strong>These widgets allow users to quickly gauge email campaign performance and make data-driven decisions to improve engagement and conversion rates.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Email_Pre-Built_Segments_for_Targeted_Email_Campaigns"></span><strong>Email: Pre-Built Segments for Targeted Email Campaigns</strong><span class="ez-toc-section-end"></span></h3> <p>Pre-built contact segments now enable users to automatically choose a segment of their audience based on engagement with previous email campaigns.<br><strong>Benefit: </strong>This feature helps users send more personalized and effective email campaigns, improving re-engagement and campaign success.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Email_Forms_and_Inline_Surveys_in_Email_Campaigns"></span><strong>Email: Forms and Inline Surveys in Email Campaigns</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now embed feedback forms and surveys directly into email campaigns, allowing for one-click feedback collection.<br><strong>Benefit: </strong>This feature simplifies contact engagement while providing valuable insights into contact sentiments and campaign performance, all without leaving the email interface.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Email_Conditional_Elements_in_Email_Builder"></span><strong>Email: Conditional Elements in Email Builder</strong><span class="ez-toc-section-end"></span></h3> <p>Conditional elements allow users to add personalized content to emails, displaying different elements based on contact-specific conditions.<br><strong>Benefit: </strong>This targeted approach saves time and ensures personalized, relevant content is delivered, enhancing the effectiveness of email marketing campaigns.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Funnels_Websites_ClickFunnels_20_Importer"></span><strong>Funnels & Websites: ClickFunnels 2.0 Importer</strong><span class="ez-toc-section-end"></span></h3> <p>The ClickFunnels 2.0 Importer allows users to seamlessly import funnels from ClickFunnels 2.0.<br><strong>Benefit: </strong>This feature expands users’ funnel-building capabilities, making it significantly easier to transition from ClickFunnels to HighLevel without needing to rebuild funnels from scratch.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Funnels_Websites_Separate_Image_Dimensions_Settings_for_Mobile_Desktop_View"></span><strong>Funnels & Websites: Separate Image Dimensions Settings for Mobile & Desktop View</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now customize image dimensions for mobile and desktop layouts separately, ensuring optimal display across devices.<br><strong>Benefit: </strong>This update improves SEO by optimizing image display for different devices, making mobile site design incredibly more efficient.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Funnels_Websites_Purchasing_and_DNS_Hosting"></span><strong>Funnels & Websites: Purchasing and DNS Hosting</strong><span class="ez-toc-section-end"></span></h3> <p>The Domain Purchase Product allows users to easily purchase and manage domains directly from the HighLevel platform.<br><strong>Benefit: </strong>This all-in-one solution simplifies domain management, making integration with native HighLevel tools a breeze.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Funnels_Websites_WordPress_Site_Cloning_Support"></span><strong>Funnels & Websites: WordPress Site Cloning Support</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now clone WordPress sites, preserving all settings, content, and configurations.<br><strong>Benefit: </strong>This feature provided a quick duplication process, making it easier to replicate site elements, reduce setup time, and ensure consistency across projects.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Media_Storage_Multi-Select_Files"></span><strong>Media Storage: Multi-Select Files</strong><span class="ez-toc-section-end"></span></h3> <p>Multi-select functionality allows users to move, download, and delete multiple files at once.<br><strong>Benefit: </strong>This feature makes file management much easier, improving efficiency when handling large quantities of files and saving time and clicks.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Media_Storage_Google_Drive_Integration"></span><strong>Media Storage: Google Drive Integration</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now sync files between Google Drive and HighLevel’s media storage, centralizing file management.<br><strong>Benefit: </strong>This integration boosts productivity by ensuring files are up-to-date across platforms, reducing duplication, and keeping everything organized within HighLevel.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Media_Storage_Private_Mode_in_Media_Library"></span><strong>Media Storage: Private Mode in Media Library</strong><span class="ez-toc-section-end"></span></h3> <p>Private Mode allows users to upload and manage files securely, ensuring sensitive data is protected.<br><strong>Benefit: </strong>With enhanced privacy features such as time-limited access links, users can confidently store and share sensitive files, improving overall security.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Payments_Create_or_Schedule_Subscriptions_and_Send_Invoices_from_Contact_Details_Page"></span><strong>Payments: Create or Schedule Subscriptions and Send Invoices from Contact Details Page</strong><span class="ez-toc-section-end"></span></h3> <p>Users can create new subscriptions or schedule invoices directly from the contact details page, with pre-filled customer information.<br><strong>Benefit: </strong>This streamlined process saves time by combining subscription setup and invoice creation into a single flow, enhancing payment management efficiency.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="WhatsApp_In-App_Appointment_Booking"></span><strong>WhatsApp: In-App Appointment Booking</strong><span class="ez-toc-section-end"></span></h3> <p>Businesses can now guide customers through booking appointments directly within WhatsApp using interactive, step-by-step conversations.<br><strong>Benefit: </strong>This feature simplifies scheduling, reduces drop-offs, and boosts booking rates by allowing customers to complete the entire process within WhatsApp.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="SaaS_Custom_Menu_Links_in_SaaS_Plans"></span><strong>SaaS: Custom Menu Links in SaaS Plans</strong><span class="ez-toc-section-end"></span></h3> <p>Agencies can now include Custom Menu Links (CMLs) in SaaS plans, automatically applying them to new sub-accounts.<br><strong>Benefit: </strong>This streamlines the process of bundling 3rd-party solutions with SaaS plans, ensuring seamless integration without manual configuration.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Documents_Contracts_Split_Column_Support"></span><strong>Documents & Contracts: Split Column Support</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now create columns by dragging and dropping elements side-by-side in the document builder.<br><strong>Benefit: </strong>This feature improves document organization, making it easier to design clear and professional proposals and contracts.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Payments_PayPal_Support_for_Payment_Element"></span><strong>Payments: PayPal Support for Payment Element</strong><span class="ez-toc-section-end"></span></h3> <p>PayPal and PayLater options are now integrated into payment elements across invoices, forms, and order forms.<br><strong>Benefit: </strong>Users can offer multiple payment options, reducing friction and enhancing the customer checkout experience.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ad_Manager_Carousel_Ads"></span><strong>Ad Manager: Carousel Ads</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now create carousel ads with up to 10 images or videos, each with its own headline and description.<br><strong>Benefit: </strong>Carousel ads enhance engagement, improve click-through rates, and provide a mobile-friendly, cost-effective ad format.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="SaaS_Multiple_Payment_Providers_UI_Enhancement"></span><strong>SaaS: Multiple Payment Providers / UI Enhancement</strong><span class="ez-toc-section-end"></span></h3> <p>Agencies can now manage SaaS payments across multiple providers and customize payment methods for sub-accounts.<br><strong>Benefit: </strong>These updates provide greater flexibility and improve the billing experience for SaaS sub-accounts beyond Stripe.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="SaaS_Reselling_Add-Ons_with_SaaS_Plans"></span><strong>SaaS: Reselling Add-Ons with SaaS Plans</strong><span class="ez-toc-section-end"></span></h3> <p>Agencies can now resell multiple add-ons with SaaS plans via the SaaS Configurator, supporting all reselling products.<br><strong>Benefit: </strong>This change increases feature adoption by centralizing add-on configuration, making it easier to include new products in SaaS bundles.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Payments_Estimate_Actions_Triggers_Templates"></span><strong>Payments: Estimate Actions, Triggers, Templates</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now send estimates directly from workflows, automate actions based on estimate events, and save templates.<br><strong>Benefit: </strong>This enhances automation, allowing users to trigger invoice or contract actions based on estimate status for improved efficiency.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ad_Manager_Leads_and_Sales_Insights_in_Campaign_Statistics"></span><strong>Ad Manager: Leads and Sales Insights in Campaign Statistics</strong><span class="ez-toc-section-end"></span></h3> <p>Ad Manager now provides detailed leads and sales data within campaign statistics, including export options and enhanced reporting tools.<br><strong>Benefit: </strong>This update enhances visibility into campaign performance, streamlining reporting and helping users optimize ad strategies efficiently.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ecommerce_Customer_Access_Center"></span><strong>Ecommerce: Customer Access Center</strong><span class="ez-toc-section-end"></span></h3> <p>Customers can now view their current and past order details through a secure access center, accessible via OTP login from order confirmation emails.<br><strong>Benefit: </strong>This feature improves customer experience by offering seamless access to order history and real-time order status.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Chat_Widget_Custom_Fields_in_Contact_Forms"></span><strong>Chat Widget: Custom Fields in Contact Forms</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now add custom fields to chat widget contact forms, improving data collection during customer interactions.<br><strong>Benefit: </strong>This flexibility allows businesses to personalize communications and gather relevant customer information across channels like SMS, Email, and WhatsApp.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Forms_Surveys_Submissions_Page_Revamp"></span><strong>Forms & Surveys: Submissions Page Revamp</strong><span class="ez-toc-section-end"></span></h3> <p>The Submissions page now supports expanded, customizable columns and a dynamic view, with options to copy data or redirect to URLs directly.<br><strong>Benefit: </strong>This overhaul aligns with industry standards, offering a more detailed view and easier management of form submissions.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Workflows_Notes_and_Stickies"></span><strong>Workflows: Notes and Stickies</strong><span class="ez-toc-section-end"></span></h3> <p>Users can add notes and sticky reminders at both the workflow and action levels, with customization options for tracking and collaboration.<br><strong>Benefit: </strong>These enhancements improve workflow clarity, making it easier to manage tasks, provide feedback, and onboard team members.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Funnels_Websites_Pie_Chart_Visualizations"></span><strong>Funnels & Websites: Pie Chart Visualizations</strong><span class="ez-toc-section-end"></span></h3> <p>Analytics now includes pie chart visualizations for page views and sales, with filtering options to refine insights.<br><strong>Benefit: </strong>This visual breakdown helps users compare performance across funnels and websites, optimizing traffic flow and conversions.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Workflows_Update_Custom_Values_in_Math_Operations"></span><strong>Workflows: Update Custom Values in Math Operations</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now update custom values in math operations, allowing for real-time adjustments and calculations within workflows.<br><strong>Benefit: </strong>This feature supports dynamic scenarios like tracking limited offers, updating waitlists, and calculating commissions automatically.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Email_Workflow_Email_Statistics_Integration"></span><strong>Email: Workflow Email Statistics Integration</strong><span class="ez-toc-section-end"></span></h3> <p>Workflow email stats are now integrated with email campaign analytics for streamlined tracking and editing.<br><strong>Benefit: </strong>This update offers a unified view of email performance, simplifying analysis and campaign management.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Social_Planner_Advanced_Statistics"></span><strong>Social Planner: Advanced Statistics</strong><span class="ez-toc-section-end"></span></h3> <p>Social Planner now offers deeper insights into Facebook and Instagram performance, including demographics, engagement, and weekly trends.<br><strong>Benefit: </strong>These analytics help users tailor their content strategy and optimize for better reach and engagement.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Payments_Pause_and_Resume_Subscriptions"></span><strong>Payments: Pause and Resume Subscriptions</strong><span class="ez-toc-section-end"></span></h3> <p>Users can pause subscriptions indefinitely or with an end date, generate draft invoices during pauses, and resume subscriptions manually.<br><strong>Benefit: </strong>This feature provides flexibility in subscription management, ensuring seamless billing and customer retention.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ecommerce_Reviews_Ratings_for_Products"></span><strong>Ecommerce: Reviews & Ratings for Products</strong><span class="ez-toc-section-end"></span></h3> <p>Store owners can enable customer reviews and ratings for products, which can be displayed after owner approval on product pages.<br><strong>Benefit: </strong>Boosts store credibility and engagement by providing customer feedback and fostering trust for future buyers.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Template_Library_Hide_All_Future_GHL_Templates_by_Default"></span><strong>Template Library: Hide All Future GHL Templates by Default</strong><span class="ez-toc-section-end"></span></h3> <p>Future GHL templates are now hidden by default, giving admins control over visibility.<br><strong>Benefit: </strong>This ensures unreviewed templates remain hidden until admins approve them, improving library management.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Template_Library_Customize_Sub-Account_View"></span><strong>Template Library: Customize Sub-Account View</strong><span class="ez-toc-section-end"></span></h3> <p>Admins can now tailor template libraries for sub-accounts by hiding irrelevant categories.<br><strong>Benefit: </strong>Provides better customization, showing only relevant content to specific accounts or clients, improving user experience.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Conversations_Select_a_Phone_Number_for_SMS"></span><strong>Conversations: Select a Phone Number for SMS</strong><span class="ez-toc-section-end"></span></h3> <p>Users can now select which phone number to send SMS messages from, including multiple numbers per contact.<br><strong>Benefit: </strong>Enables personalized communication, increases trust with local numbers, and improves response rates.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ecommerce_WooCommerce_Integration"></span><strong>Ecommerce: WooCommerce Integration</strong><span class="ez-toc-section-end"></span></h3> <p>Store owners can now sync WooCommerce data with HighLevel, importing orders and contacts for seamless management.<br><strong>Benefit: </strong>Automates data handling and allows store owners to leverage HighLevel’s marketing tools, improving operations.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Communities_Community_Chats"></span><strong>Communities: Community Chats</strong><span class="ez-toc-section-end"></span></h3> <p>Users and admins can now send direct messages and share media with other community members.<br><strong>Benefit: </strong>Enhances engagement by enabling real-time, 1:1 communication within the community.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="App_Marketplace_Discover_Tab_for_Global_Search_and_App_Installation"></span><strong>App Marketplace: Discover Tab for Global Search and App Installation</strong><span class="ez-toc-section-end"></span></h3> <p>Users can search, browse, and install apps directly from workflows via the new Discover Tab.<br><strong>Benefit: </strong>Streamlines app discovery and installation, enhancing workflow efficiency and automation capabilities.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Conversations_Quick_Replies_for_Facebook_and_Instagram"></span><strong>Conversations: Quick Replies for Facebook and Instagram</strong><span class="ez-toc-section-end"></span></h3> <p>Set predefined quick replies within Facebook and Instagram Messenger to guide conversations.<br><strong>Benefit: </strong>Speeds up response times, provides structure, and improves customer engagement through guided interactions.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Forms_Websites_Widget_Marketplace"></span><strong>Forms & Websites: Widget Marketplace</strong><span class="ez-toc-section-end"></span></h3> <p>Users can install and integrate custom widgets into funnels, websites, and blogs.<br><strong>Benefit: </strong>Enhances customization without coding, driving engagement and conversions through interactive elements.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Forms_Surveys_Math_Calculations_for_New_Field_Types"></span><strong>Forms & Surveys: Math Calculations for New Field Types</strong><span class="ez-toc-section-end"></span></h3> <p>Expanded math calculations now include Radio Select, Checkbox, and Dropdown fields in forms and surveys.<br><strong>Benefit: </strong>Provides more flexibility for quizzes, assessments, and budgeting, with real-time scoring capabilities.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ecommerce_Digital_Product_Delivery"></span><strong>Ecommerce: Digital Product Delivery</strong><span class="ez-toc-section-end"></span></h3> <p>Store owners can securely deliver digital products through email with instant download links.<br><strong>Benefit: </strong>Streamlines product delivery, ensuring seamless and secure customer access via OTP login flow.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Chat_Widget_Business_Office_Hours"></span><strong>Chat Widget: Business Office Hours</strong><span class="ez-toc-section-end"></span></h3> <p>Users can customize chat availability by setting business hours and auto-responders for off-hours.<br><strong>Benefit: </strong>Provides clear communication by displaying welcome messages based on business hours, improving user experience.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Blogs_Blog_Importer"></span><strong>Blogs: Blog Importer</strong><span class="ez-toc-section-end"></span></h3> <p>Import blog posts from any CMS with a simple 3-step tool that maps fields like title and author.<br><strong>Benefit: </strong>Saves time by automating blog content migration, simplifying publishing across platforms.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="CRM_Track_Actions_with_Custom_Object_Audit_Logs"></span><strong>CRM: Track Actions with Custom Object Audit Logs</strong><span class="ez-toc-section-end"></span></h3> <p>Monitor key activities like creating, updating, or deleting custom objects, records, and associations. All actions are logged and stored for two months, with filtering options by module and action type.</p> <p><strong>Benefit: </strong>Improved accountability and easier troubleshooting help users efficiently track updates and resolve issues involving custom objects.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="SaaS_Sell_Snapshots_Through_SaaS_Plans_on_the_Marketplace"></span><strong>SaaS: Sell Snapshots Through SaaS Plans on the Marketplace</strong><span class="ez-toc-section-end"></span></h3> <p>Agencies can now sell Snapshot apps directly through the HighLevel Marketplace as part of their SaaS plans via the SaaS Configurator.</p> <p><strong>Benefit: </strong>This feature expands the range of marketplace offerings, drives agency adoption, and supports both developers and creators, boosting the Marketplace ecosystem.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Dashboards_Personalize_Your_Dashboard_with_Themes"></span><strong>Dashboards: Personalize Your Dashboard with Themes</strong><span class="ez-toc-section-end"></span></h3> <p>Customize the appearance of your dashboard or widgets with predefined or custom themes, modifying everything from widget backgrounds to chart colors.</p> <p><strong>Benefit: </strong>Brand consistency and personalization improve visual appeal, giving users full control to reflect their unique style on dashboards.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Membership_New_Mobile_UI_for_Courses"></span><strong>Membership: New Mobile UI for Courses</strong><span class="ez-toc-section-end"></span></h3> <p>A redesigned course UI with seamless category navigation, intuitive support for text, audio, and video lessons, and interactive features like quizzes, comments, and real-time status tracking.</p> <p><strong>Benefit: </strong>This enhanced experience makes learning easier and more engaging while improving performance with optimized loading speeds and modular code updates.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="WordPress_Single_Sign-On_SSO_for_WP_Admin_Access"></span><strong>WordPress: Single Sign-On (SSO) for WP Admin Access</strong><span class="ez-toc-section-end"></span></h3> <p>Log in to WP Admin with one click from the WordPress dashboard using secure Single Sign-On (SSO), without needing to input credentials.</p> <p><strong>Benefit: </strong>SSO simplifies access for agencies managing multiple sites and for clients who need quick, hassle-free admin access.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="WordPress_Automate_Domain_Setup_with_Domain_Connect_Integration"></span><strong>WordPress: Automate Domain Setup with Domain Connect Integration</strong><span class="ez-toc-section-end"></span></h3> <p>Customers can now link their domains from GoDaddy, Cloudflare, or IONOS with just a few clicks. No manual DNS configuration required.</p> <p><strong>Benefit: </strong>This automation saves time and removes technical barriers, allowing users to focus on their site management.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Client_Portal_Revamped_Dashboard_New_Contracts_Feature"></span><strong>Client Portal: Revamped Dashboard & New Contracts Feature</strong><span class="ez-toc-section-end"></span></h3> <p>The updated client portal introduces enhanced dashboards and digital contract management. Users can send, sign, and download contracts directly from the portal, alongside personalized greetings and one-click access to essential features.</p> <p><strong>Benefit: </strong>This revamp streamlines workflows, enhances accessibility, and improves both the document-signing experience and navigation on mobile and web platforms.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Client_Portal_Branded_Mobile_App_Builder"></span><strong>Client Portal: Branded Mobile App Builder</strong><span class="ez-toc-section-end"></span></h3> <p>Launch your app with our streamlined, step-by-step process, guiding you from branding to going live with ease.</p> <p><strong>Benefit: </strong>This intuitive approach simplifies app creation by providing in-app help, progress tracking, personalized branding, and notifications, ensuring a smooth transition to a live app.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Funnels_Websites_Photo_Gallery_Element"></span><strong>Funnels & Websites: Photo Gallery Element</strong><span class="ez-toc-section-end"></span></h3> <p>Effortlessly create customizable photo galleries for your websites and funnels.<br><strong>Benefit: </strong>This user-friendly widget enhances visual storytelling without technical skills, improving engagement with features like lightbox support and customizable headings.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Communities_Community_Events"></span><strong>Communities: Community Events</strong><span class="ez-toc-section-end"></span></h3> <p>Easily create, manage, and join events within your community.<br><strong>Benefit: </strong>This feature empowers admins to set up events while enabling members to effortlessly discover and register for gatherings, ensuring they stay informed and organized.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Forms_and_Surveys_Analytics"></span><strong>Forms and Surveys: Analytics</strong><span class="ez-toc-section-end"></span></h3> <p>Gain insights into the performance of forms and surveys with detailed analytics.<br><strong>Benefit: </strong>This update provides actionable data to help users enhance decision-making by tracking views, responses, and completion rates over time, with customizable filters for more granular insights.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Payments_Tax_Inclusive_or_Exclusive_Pricing_Support"></span><strong>Payments: Tax Inclusive or Exclusive Pricing Support</strong><span class="ez-toc-section-end"></span></h3> <p>Specify tax preferences for products at both global and product levels.<br><strong>Benefit: </strong>This flexibility ensures compliance with tax conventions, allowing businesses to adjust tax settings as needed while maintaining consistent application across products.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Documents_Contracts_Opportunity_Custom_Values_Support"></span><strong>Documents & Contracts: Opportunity Custom Values Support</strong><span class="ez-toc-section-end"></span></h3> <p>Use Opportunity Custom Values within document templates for automated updates.<br><strong>Benefit: </strong>This enhancement reduces manual entry by automatically populating documents with current opportunity data, streamlining contract management.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Calendars_Microsoft_Teams_Integration"></span><strong>Calendars: Microsoft Teams Integration</strong><span class="ez-toc-section-end"></span></h3> <p>Automatically generate meeting links with Microsoft Teams integration.<br><strong>Benefit: </strong>This integration simplifies scheduling by automatically sending unique meeting links with calendar invites, reducing manual effort.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Conversations_Folders_and_Search_Support_for_Snippets"></span><strong>Conversations: Folders and Search Support for Snippets</strong><span class="ez-toc-section-end"></span></h3> <p>Improved organization for snippets with folders and search functionality.<br><strong>Benefit: </strong>This update enhances snippet management, allowing users to quickly find and use snippets while maintaining consistent formatting across the platform.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Documents_Contracts_Custom_Value_Support_for_Links"></span><strong>Documents & Contracts: Custom Value Support for Links</strong><span class="ez-toc-section-end"></span></h3> <p>Link text and date fields to custom values in documents.<br><strong>Benefit: </strong>This functionality automates updates after document signing and facilitates data management through downloadable CSV files.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Workflows_Starter_Plus_Plan_%E2%80%93_10_for_10000_Premium_Executions"></span><strong>Workflows: Starter Plus Plan – $10 for 10,000 Premium Executions</strong><span class="ez-toc-section-end"></span></h3> <p>New Starter Plus Plan offers cost savings on premium workflows.<br><strong>Benefit: </strong>Agencies can manage workflow costs effectively, enjoying up to 40% savings while maintaining access to essential premium features.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Prospecting_Select_and_Reorder_Marketing_Audit_Report_Sections"></span><strong>Prospecting: Select and Reorder Marketing Audit Report Sections</strong><span class="ez-toc-section-end"></span></h3> <p>Customize marketing audit reports by selecting and reordering sections.<br><strong>Benefit: </strong>This flexibility allows agencies to tailor reports to their specific needs, enhancing presentation and effectiveness.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Snapshots_Snapshot_Push_History"></span><strong>Snapshots: Snapshot Push History</strong><span class="ez-toc-section-end"></span></h3> <p>View detailed history of snapshot pushes for transparency.<br><strong>Benefit: </strong>This new feature enables users to track the status of their snapshot pushes across sub-accounts, enhancing user experience and efficiency.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ecommerce_Facebook_and_Instagram_Shop"></span><strong>Ecommerce: Facebook and Instagram Shop</strong><span class="ez-toc-section-end"></span></h3> <p>Store owners can now publish and sync products from their HighLevel Ecommerce stores directly to Meta Commerce, facilitating sales on Facebook and Instagram Shops.<br><strong>Benefit: </strong>This integration simplifies product promotion and inventory management, allowing store owners to target audiences effectively while managing a single inventory across multiple platforms.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Affiliate_Manager_External_Website_Support"></span><strong>Affiliate Manager: External Website Support</strong><span class="ez-toc-section-end"></span></h3> <p>Affiliates can now run campaigns on any external website, expanding promotion options beyond GHL websites and funnels.<br><strong>Benefit: </strong>This flexibility enhances marketing reach and streamlines affiliate campaigns with universal tracking and customizable product-based commissions, enabling affiliates to earn on every eligible transaction seamlessly.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Reporting_Custom_Reports"></span><strong>Reporting: Custom Reports</strong><span class="ez-toc-section-end"></span></h3> <p>Users can design, schedule, and share fully customizable reports using a drag-and-drop interface with multi-page support and personalization options.<br><strong>Benefit: </strong>This feature saves time with automated report generation and delivery while providing flexible data sharing and professional presentation, empowering users to drive informed business decisions.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Email_Campaign_Flow_and_Campaign_Summary_Page"></span><strong>Email: Campaign Flow and Campaign Summary Page</strong><span class="ez-toc-section-end"></span></h3> <p>Streamlined email campaigns with direct creation options, improved UI, and a checklist for missing fields before sending.<br><strong>Benefit: </strong>This enhancement allows for a smoother workflow in composing and previewing emails, reducing errors and improving campaign efficiency.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Calendars_Collect_Payments_for_Recurring_Appointments"></span><strong>Calendars: Collect Payments for Recurring Appointments</strong><span class="ez-toc-section-end"></span></h3> <p>Collect payments for recurring appointments directly through the booking widget. </p> <p><strong>Benefit: </strong>This feature simplifies recurring payment handling, offering flexibility and reducing friction for both users and customers.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="SaaS_Rebilling_Summary"></span><strong>SaaS: Rebilling Summary</strong><span class="ez-toc-section-end"></span></h3> <p>Agencies can track rebilling revenue, costs, and profits within the Agency Dashboard. Metrics include revenue growth, cost breakdowns, and profit margins.<br><strong>Benefit: </strong>Agencies gain insights to monitor performance and optimize earnings by slicing data by product or sub-account.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="SaaS_Revamped_Onboarding_in_SaaS_Configurator"></span><strong>SaaS: Revamped Onboarding in SaaS Configurator</strong><span class="ez-toc-section-end"></span></h3> <p>Enhanced onboarding with new setup wizards and the ability to select payment providers beyond Stripe.<br><strong>Benefit: </strong>A smoother onboarding process boosts SaaS adoption and simplifies the initial setup for users.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Forms_Surveys_Partial_Contact_Creation"></span><strong>Forms & Surveys: Partial Contact Creation</strong><span class="ez-toc-section-end"></span></h3> <p>Save contact data from partially completed surveys, even with slide logic enabled.<br><strong>Benefit: </strong>Capture valuable leads and reduce data loss by storing contact information throughout the survey.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="WordPress_Access_Activity_Logs"></span><strong>WordPress: Access & Activity Logs</strong><span class="ez-toc-section-end"></span></h3> <p>Track activity, access, and audit logs for GHL WordPress accounts.<br><strong>Benefit: </strong>Improves security, troubleshooting, and transparency by monitoring actions and tracking potential issues.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Membership_New_Course_Theme_%E2%80%93_Neo_Classic"></span><strong>Membership: New Course Theme – Neo Classic</strong><span class="ez-toc-section-end"></span></h3> <p>A fresh, modern course theme with improved navigation, professional aesthetics, and faster loading times.<br><strong>Benefit: </strong>Elevates course creation and provides a seamless, engaging learning experience for users and students.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Online_Listings_GMB_Facebook_Integration"></span><strong>Online Listings: GMB & Facebook Integration</strong><span class="ez-toc-section-end"></span></h3> <p>Connect Google My Business and Facebook pages directly within the platform for data sync.<br><strong>Benefit: </strong>Simplifies setup, ensures seamless white-labeling, and reduces agency workload.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Online_Listings_Expanded_Availability"></span><strong>Online Listings: Expanded Availability</strong><span class="ez-toc-section-end"></span></h3> <p>Now available in 13 new countries, expanding the global reach to 20 markets.<br><strong>Benefit: </strong>Helps businesses grow their presence and unlock new revenue opportunities across regions.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Funnels_Websites_Mega_Navigation_Menu"></span><strong>Funnels & Websites: Mega Navigation Menu</strong><span class="ez-toc-section-end"></span></h3> <p>New mega menu support for easy organization with enhanced style editor settings.<br><strong>Benefit: </strong>Improves website navigation, user engagement, and customization options.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Calendars_Smart_Lists_for_Appointments"></span><strong>Calendars: Smart Lists for Appointments</strong><span class="ez-toc-section-end"></span></h3> <p>Create smart lists, advanced filters, and manage rescheduled tags for better appointment management.<br><strong>Benefit: </strong>Enhances scheduling efficiency by saving filter preferences and simplifying calendar organization.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Workflows_Advanced_Filters_Smart_Lists"></span><strong>Workflows: Advanced Filters & Smart Lists</strong><span class="ez-toc-section-end"></span></h3> <p>Filter workflows by criteria and save custom views for easy access.<br><strong>Benefit: </strong>Streamlines workflow management and helps users quickly find specific processes.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="SaaS_Agency_Wallet_Usage_Notification"></span><strong>SaaS: Agency Wallet Usage Notification</strong><span class="ez-toc-section-end"></span></h3> <p>Agencies can set wallet usage thresholds and receive notifications for sub-account transactions.<br><strong>Benefit: </strong>Prevents unexpected charges and improves budget control by monitoring transaction limits.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="SaaS_Custom_Menu_Links"></span><strong>SaaS: Custom Menu Links</strong><span class="ez-toc-section-end"></span></h3> <p>Agencies can customize, reorder, and restrict menu links by role or SaaS plan.<br><strong>Benefit: </strong>Provides greater control over SaaS configurations, improving usability and customization.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Ecommerce_Shopify_Integration_Updates"></span><strong>Ecommerce: Shopify Integration Updates</strong><span class="ez-toc-section-end"></span></h3> <p>Import and sync products, collections, orders, and transactions from Shopify to GHL.<br><strong>Benefit: </strong>Enables seamless store migration and automation through GHL’s marketing tools.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Dashboards_Template_Library_Integration"></span><strong>Dashboards: Template Library Integration</strong><span class="ez-toc-section-end"></span></h3> <p>Build, share, and use dashboard templates for easy reporting and analytics.<br><strong>Benefit: </strong>Simplifies analytics by streamlining report generation and template sharing.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Opportunities_Customize_Opportunity_Card"></span><strong>Opportunities: Customize Opportunity Card</strong><span class="ez-toc-section-end"></span></h3> <p>Users can personalize opportunity cards by selecting up to 7 fields (standard or custom) and choosing between Default and Compact views for a tailored workflow.<br><strong>Benefit: </strong>This feature provides flexibility by allowing custom quick actions, field layouts, and a real-time preview, helping users better organize their pipeline.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Template_Library_New_Products_Added"></span><strong>Template Library: New Products Added</strong><span class="ez-toc-section-end"></span></h3> <p>Documents, Ads Manager, and Reporting tools are now available as templates for easier project management.<br><strong>Benefit: </strong>These additions simplify workflow with pre-built and custom templates, improving organization with tag and category management.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="CRM_Configure_Searchable_Fields"></span><strong>CRM: Configure Searchable Fields</strong><span class="ez-toc-section-end"></span></h3> <p>Admins can select up to 6 searchable fields for Contacts, Opportunities, and Custom Objects. Regex search is also supported.<br><strong>Benefit: </strong>Customizable search fields enhance usability, helping users find records faster, even with complex datasets.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Funnels_Websites_Webinar_Funnels"></span><strong>Funnels & Websites: Webinar Funnels</strong><span class="ez-toc-section-end"></span></h3> <p>Create both On-Demand and Live Webinars directly within the platform to boost engagement and conversions.<br><strong>Benefit: </strong>This simplifies webinar management, helping businesses generate leads and drive conversions with minimal effort.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Affiliate_Manager_Improved_Media_Library"></span><strong>Affiliate Manager: Improved Media Library</strong><span class="ez-toc-section-end"></span></h3> <p>Manage media with campaign-specific options, quick downloads, and a redesigned interface for a smoother experience.<br><strong>Benefit: </strong>Streamlined media access boosts affiliate productivity by ensuring relevant assets are always accessible.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Reputation_Management_Spam_Detection_of_Reviews"></span><strong>Reputation Management: Spam Detection of Reviews</strong><span class="ez-toc-section-end"></span></h3> <p>Mark and filter spam reviews with visual indicators, spam filters, and undo options to maintain online reputation.<br><strong>Benefit: </strong>This feature ensures only genuine reviews receive attention, reducing manual review management time.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Reputation_Management_New_Review_Trigger"></span><strong>Reputation Management: New Review Trigger</strong><span class="ez-toc-section-end"></span></h3> <p>Automate workflows based on new Google and Facebook reviews using mapped review data.<br><strong>Benefit: </strong>Automated workflows help businesses respond promptly to reviews, enhancing customer engagement.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="CRM_Import_Contacts_Opportunities"></span><strong>CRM: Import Contacts & Opportunities</strong><span class="ez-toc-section-end"></span></h3> <p>Import both Contacts and Opportunities from a single CSV file, with smart field mapping and de-duplication.<br><strong>Benefit: </strong>This streamlined import process reduces errors and ensures consistency across records.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="CRM_Create_Associations_Between_Contacts"></span><strong>CRM: Create Associations Between Contacts</strong><span class="ez-toc-section-end"></span></h3> <p>Define relationships between contacts with custom labels and manage associations directly within contact views.<br><strong>Benefit: </strong>Organized contact relationships improve collaboration and streamline CRM management.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="Quizzes_Quiz_Builder"></span><strong>Quizzes: Quiz Builder</strong><span class="ez-toc-section-end"></span></h3> <p>Easily design quizzes with flexible layouts for lead generation, learning assessments, and product promotions.<br><strong>Benefit: </strong>Quizzes enhance engagement, generate insights, and drive educational or sales outcomes.</p> <hr class="wp-block-separator has-alpha-channel-opacity"/> <h3 class="wp-block-heading"><span class="ez-toc-section" id="WordPress_Website_Templates"></span><strong>WordPress: Website Templates</strong><span 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