Getting Started with SalesKaki

23

• Foundational Setup
  • Getting Started – Create New Contact
  • Getting Started – Import Existing Contacts
  • Getting Started – Launch A Funnel
  • Getting Started – Setup Email, Phone, and SMS
  • Getting Started – Launch an Email Campaign
  • Getting Started – Automatic Email and SMS Followup
  • Getting Started – Setup A Booking Calendar
  • Getting Started – Setup Pipelines and Opportunities
  • HighLevel Basic Ideas Overview
• Sales & Conversations
  • Getting Started – Setup Live Chat Widget
  • Getting Started – Setup Facebook and Instagram Messenger
  • Getting Started – Connect Personal Inbox
• Commerce
  • Getting Started – Create and Send Invoices
  • Getting Started – Setup Payment Links
  • Getting Started – Connect Stripe
  • Getting Started – Launch a Course
  • Getting Started – Sell Products
• Marketing & Lead Generation
  • Getting Started – Setup Social Planner
  • Getting Started – Setup Facebook and Instagram Lead Ads
  • Getting Started – Launch an SMS Campaign
• Website & Content
  • Getting Started – Launch a Website from Blank
  • Getting Started – Migrate a WordPress Site
  • Getting Started – Launch a Website From Template

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AI

74

• Get Started w/ AI Employee
  • AI Tools in SalesKaki
  • AI Employee Overview
  • Season of AI Promotion Ending Information & FAQ’s
  • How to Use the Summer of AI Promo for the Unlimited AI Employee Plan
• Funnel AI
  • How to Enable and Rebill Funnel AI
• Conversation AI
  • Bot Status for Individual Contacts
  • Using Conversation AI on Mobile (HighLevel & LeadConnector)
  • Guided Form Based Setup for Conversation AI
  • Conversation AI Bot Dashboard
  • Conversation AI: Snapshot Support – How to Snapshot Fully Configured Conversation AI Bots
  • Cancellation and Rescheduling of Appointments in Form Based Bots
  • Getting Started w/ Conversation AI
    • Conversation AI Bot – Explained
    • Setting Up Conversation AI
    • Advanced Settings Overview – Conversation AI
    • Primary vs Non-Primary Conversation AI Bots
    • How to Use Conversation AI in the Mobile App
  • Conversation AI - Response Modes
    • Auto-Pilot Mode
    • Auto-Pilot Mode in Conversation AI for Efficient Communication
  • Conversation AI - Training Bots
    • Training Your Conversation AI Bot
    • Web URLs and Links
    • Conversation AI: New Query Detection Flow
    • Conversation AI: Audit, Review, and Edit Crawled Website Data
    • Response Info for your AI message
  • Conversation AI - Goals, Prompts, & Actions
    • AI Action Logging & Filtering in Conversations
    • Auto Follow-Up Action in Conversation AI
    • Conversation AI – Transfer Bot Action
    • Conversation AI – Human Handover Action
    • AI Prompting 101
    • How to Use Conversation AI to Book Appointments
    • Bot Goals Feature : Complete Guide
    • Bot Actions – Add Contact Info
    • Customize your AI responses using Prompts
  • Conversation AI - Agency Settings & Rebilling
    • Pricing and Rebilling Conversation AI
    • Agency Settings – “Conversation AI” Tab
  • Conversation AI + Workflows
    • Conversation AI: Live Chat Channel in Workflow Action
    • Workflow X Conversation AI – Conversation AI Action *Beta
    • Update Conversation AI Bot and Status – Workflow Action
    • Trigger a Workflow within Conversation AI
• Ask AI
  • Introduction to Ask AI Assistant
  • Contact Summary Agent in Ask AI
  • Funnel Creation Agent in Ask AI
• Voice AI
  • Appointment Booking for Voice AI Agents in SalesKaki
  • Voice AI Custom Actions
  • How to Upgrade Your Voice AI Agent for a Better Call Experience
  • Managing Granular Permissions for Voice AI Agents
  • Test Voice AI Agent While Creating the Agent
  • Number Pool Support in Voice AI Agents
  • Knowledge Base Integration for Voice AI Agents
  • Separate During and Post Call Actions
  • Test Call Logs visible in Voice AI Dashboard
  • Twilio Numbers Support
• Workflow AI
  • Workflow AI Assistant
  • AI-Powered Custom Code Generation in Workflows
• Content AI
  • Thumbs Up/Down Feedback for Content AI
  • Brand Voice Integration in Content AI
  • How to Find Past Records of Content Generated by Content AI
  • Content AI in Social Planner
    • Content AI: Guided Content Questions in Social Planner
    • How to fix grammar and spelling, make longer content and improve writing in Social Post?
    • How to generate images for Social Planner using Content AI
    • How to create a Social Post with Content AI?
  • Content AI in the Email Builder
    • How to create Emails using Content AI?
  • Content AI in Funnels and Website
    • How to fix grammar and spelling, make longer content and improve writing in Funnels and Website?
  • Content AI in Blogs
    • How to create blog post outline with Content AI?
    • How to fix grammar and spelling, make longer content and improve writing in Blogs?

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Email

35

• Sending Priority – From Name & Address
• General
  • Introducing Enhanced Sub-Account Filtering: Manage Email Providers with Ease!
  • Bot Detection Preventing Statistics Increment and Automation Execution
  • Enhanced Email Verification for Campaigns!
  • Filter Contacts by Email Stats and Enhanced Filtering Options
  • List of all outgoing system generated emails
  • Email Services Configuration – Reply & Forward Settings
  • Sending Priority – From Name & Address
• Deliverability
  • Creating and Managing Custom Unsubscribe Links
  • Guest Tutorial: Deliverability Masterclass for HighLevel by Seven Figure Agency
  • How List-Unsubscribe helps email deliverability
  • Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements in 2024
  • How to Resubscribe After Unsubscribing from an Email List
  • An Introduction To Email Deliverability
  • Workflow Action based on Email Event Clicked/Opened
  • Why Are My Emails Going To Spam?
  • What is Email Deliverability? – A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox
• SMTP Providers
  • Creating Your SaaS Affiliate Program (Using FirstPromoter)
  • Limitation of using SMTP when emails are not sending
  • Using Zoho as your SMTP Provider
  • Why Can’t I use My Free Email Address As The SMTP?
  • Hide The SMTP Setup Help Doc Link
  • Setting Up SMTP Providers
  • Using Google/Gmail/Google Workspace as your SMTP Provider
  • Setting alias for Google smtp
  • Using SendGrid As The SMTP Provider
• Troubleshooting Email
  • How to send a test email in the Conversation
  • Send Test Email Error in Campaign’s Email step: An error occurred, please try again
  • When email replies are not showing up in Conversation
  • LC Email / Mailgun replies not working when using WIX as the domain provider
  • Troubleshooting Warning: Please contact your agency to change email settings
  • Troubleshooting Email Statistics
  • Email Error Library for supported SMTPs
  • How to check logs for a specific email in Mailgun
  • How to fix links in the email that do not open?

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Contacts

33

• Smart Lists
  • Uploading Contacts (which one should I choose?)
  • How to Create & Manage Smart Lists
  • How To Delete Contacts and Their Data
  • How to Export Contacts to a CSV in SalesKaki
  • How to get customer consent or track legal basis to process your lead’s or customer’s personal data
  • How to Group Contacts within an Organization using the ‘Company Object’ Feature
  • Contact Profile Picture
  • Contacts and Bulk Actions – FaQs
  • CSV File Format for Importing Contacts and Opportunities
  • DoNotDisturb (DND Split)
• Bulk Activities
  • Adding Contact Tags to Multiple Contacts
  • Sending Bulk SMS via Contacts
  • Bulk Actions For Contacts & SmartLists
  • Removing Contact Tags From Multiple Contacts
  • Importing Contacts and Opportunities via CSV
• Updating Contact Properties
  • Associating Contacts using Custom Labels
• Contact and Other Modules
  • How to Share and Manage Documents via Client Portal and CRM?
• Contact Details View
  • Create Subscriptions & Invoices in Contact Profile
  • Activity Section Upgrade
• Contacts
  • Contacts: Sync Attachments to Document Management Tab
  • Workflow – Adding and Removing Followers for Contacts
  • Internal Tasks for your Team
  • Contact and Opportunity Followers in HighLevel
  • Contact Types
  • Documents
    • Overview – Documents
• Getting Started with Contacts
  • Importing Contacts using a CSV file

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Marketing

196

• AI Appointment Booking Bot
  • Appointment Booking Conversation AI Workflow Action
  • AI Conversational Appointment Booking Workflow and Setup
• Social Planner
  • Social Planner – Best Time to Post
  • Search and Smart Filter View
  • Collaborator Posts support for Instagram
  • Social Planner – Link Shortener
  • Link Shortener (URL Shortener) in Social Planner
  • How to Create Facebook Story in Social Planner
  • Prerequisite for Bulk CSV – Basic and Advance CSV
  • LinkedIn – Social Planner Statistics
  • Why can’t I see my X (formerly Twitter) account when connecting or scheduling posts?
  • Social Planner – Track Social Performance Using Advance Analytics
• Ad Manager
  • Set Up and Manage Offline Conversion Actions for Google Ads
  • Ad manager – Affiliate Tracking
  • Getting Started w/ Ad Manager
    • How to create a Meta Business Manager and Ad account?
    • Overview of Ad Manager
  • Ad Manager Setup & Configuration
    • Audiences Tab Overview – Ad Manager Settings
    • Setting a Facebook page as Default for Ad Manager
    • Connecting Facebook Business Account to Ad Manager
    • Connect Facebook with Ad Manager
    • Overview of Ad Manager Settings
  • Ad Campaign Creation and Management
    • How to create a Facebook form in Ad Manager
    • Statistics of Ad campaigns in Ad Manager
    • Ad Manager: Clone a campaign
    • Instagram Ads: Overview
    • How to create Customer List Custom Audience
    • Editing a Published or In-Review Meta Ad Campaigns
    • Carousel ads in Ad Manager
    • Ad Manager: Create Ad campaigns using templates
    • Create lookalike audiences in Ad Manager
    • Ad Manager: Audience controls
  • Facebook Conversion API (CAPI)
    • How to send the Conversion data to Ad Manager?
    • How to send a FB Conversion API action for Ad Manager?
  • Reselling Ad Manager
    • How to resell Ad Manager with your SaaS plan
    • Inclusion of Ad Manager in Snapshots
    • How to Enable and Resell Ad Manager
  • Troubleshooting Ad Manager
    • How to cancel Ad Manager subscription for a sub-account?
  • Google Ads
    • Connect Google with Ad Manager
    • Create a new Google Search Ad Campaign
    • How to view Google Ad Campaign Statistics in Ad Manager
    • How to Create Google Ads Conversion Actions in Ad Manager
    • Multiple Ad Groups in Google Ads Campaigns
• SMS & Email Templates
  • How to Use the Kajabi Email Template Importer
  • Text Snippets (Templates)
  • SMS Templates (Snippets) – Overview
• Brand Board
  • Editing a Design Kit
  • How to Create a Brand Board
  • Brand Voice in Brand Boards
  • How to use Brand Boards in Funnels and Websites?
  • How to change default Brand Boards?
  • How to use Brand Boards in emails?
• Countdown Timer
  • How to use Countdown Timers in Funnels?
  • Help Guide: Redirection links in Countdown Timer
  • Countdown Timers – Optional End Time for Dynamic Timer
  • Editing a countdown timer
  • How to create a fixed countdown timer?
  • Sync your countdown timer in email and funnels
  • How to use countdown timer in emails?
  • Getting started with Countdown Timer
  • Countdown Timer Placeholder
  • Guide: Dynamic Countdown Timer
• Email Marketing
  • How to add Products in Email Templates
  • Email Builder: Create New Tags in the Send or Schedule Page
  • Rearrange Elements and Layouts with Arrow Controls in Email Builder
  • How to Import Email template(s) from Mailchimp
  • How to Build Recipient Segments in Email Campaigns
  • Email Builder: Import Templates from Any Platform into Code Editor
  • Layout Margins and Text Spacing Controls
  • A basic guide of RSS Campaign
  • How to preview Custom Field in Email Builder?
  • Add Product Element in Email Campaign
  • Campaigns
    • Timezones with Campaign reminders of event dates
    • Next Day Campaigns For Event Followup
    • Repeating Reminders For Recurring Meetings & Events (Guest Post)
    • Campaigns Paused/Draft
    • Google Lead Forms
    • How To Build SMS Opt-In Campaigns
    • How to analyze workflow campaigns?
    • How to Personalize Your Campaigns with Conditional Elements
    • Improved Email Campaign Flow and Campaign Summary Page
    • How To Build Check-in (Loop) Campaigns
• Template Library
  • How to manage categories, types and tags?
  • How to Manage and Create Templates from the Admin Screen
  • Steps for Agency A to Share Templates Effectively with Agency B?
  • How to add descriptions to your templates?
  • Hide Individual Templates From Subaccounts
  • Access Your Favorite Templates with the Favorites Feature
  • How to hide default or GHL templates from template library?
  • Template Library of Social Planner
  • How to add your email templates in Template Library?
  • How to clone templates in template library?
• Trigger Links
  • Bulk Requests – Overview
  • Trigger Links – Overview

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Opportunities & Pipeline

25

• Manual Actions
  • How To Add a Manual Call Action to a Workflow
  • How to set up a Manual SMS action
  • How to Use Opportunity Notes?
• Getting Started with Opportunities
  • Editing Opportunities Status
  • Deleting and Restoring Opportunities & Pipelines
  • How to Decouple Owners for Contacts and Opportunities
  • Importing Opportunities using a CSV file
  • Step-by-Step Guide: Creating Pipelines
  • Step-by-Step Guide: Creating Opportunities
  • How to use Custom Fields for Opportunities
  • Editing Opportunities
• Opportunities Module Interactions
  • Automating Opportunities
  • Multiple Opportunities Toggle in Workflows
• Introduction to Opportunities
  • Understanding Pipelines
  • Understanding Opportunities in HighLevel
  • Understanding The Create New Opportunity Toggle
• Managing Opportunities
  • Customize Opportunity Cards in Board View
  • Customize Opportunity Cards in Board View
  • Opportunities – FAQs
  • Filtering Opportunities
  • List View for Opportunities
  • Searching for Opportunities
  • How to Decouple Owners for Contacts and Opportunities
• Bulk Actions for Opportunities
  • Bulk Edit Opportunities
  • Bulk Actions for Opportunity Cards

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Sites

217

• How to Use Auto-Save on Blog Posts
• How to Add Author(s) to The Blog Builder
• How to Preview Blog Post
• How to schedule a blog post?
• Add Blog Post Element in Funnel(s) step or Website(s) page
• Sharing Blog Content Across Sub-Accounts via a Snapshot
• Blog Post Importer
• How to add ‘Table of content’ to my blog?
• How to add Hero or Featured Post in Blog?
• How to Use the Blog Template Library
• Funnels and Websites
  • Customizing Forms Inside Funnels Using the Form Builder
  • How to Use the Logo Showcase Element
  • How to Use the Download File Action for Buttons
  • Customizing Forms Inside Funnels Using the Form Builder
  • Funnels & Websites: Number Counter Widget
  • Guide: Funnel & Website Stats Definitions
  • URL Parameters in Websites and Funnels
  • Download File Action for Buttons, Images, and SVGs
  • Saved Sections – Funnels, Websites, Webinars and E-Commerce Store
  • Audit Logs in Funnels, Websites, Webinars & Stores

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Workflows

261

• Interactive Voice Response (IVR) Guide – Triggers & Actions
• Workflow Trigger – Number Validation
• Workflow Trigger – Inbound Webhook
• Workflow Trigger – Video Tracking
• How to set up Workflow Goal Events
• Split Action
• Text Formatter – How to format text the way you want
• Getting Started w/ Workflows
  • How to enable and rebill Premium Features for Workflows
  • Learn More Using AI
  • Custom Webhook Action – Secure Credential Management
  • Highlighting & Resolving Errors in a Workflow
  • Workflows Landing Page
  • Workflows Nested Folders
  • Workflows pro plan – Black friday & Cyber monday promotion
  • https://saleskaki.com/wp-admin/post-new.php?post_type=docs
  • Workflow Notes, Action Notes & Sticky Notes
  • Workflows Pro Plan – Pricing
• Workflow Triggers
  • Copy or Delete Triggers in Workflows
  • T&C Filter for Forms, Surveys & Quizzes in Workflows
  • Workflow Trigger – Task Completed
  • Workflow Trigger – Messaging Error Code – SMS
  • How to Use Live Chat Triggers and Actions
  • Loop Lockouts
  • Trigger a Google Ads Conversion
  • When users are not getting SMS/Email notification
  • How To Send New Membership Users Custom Emails With Their Login Information
  • How to Create A Task Event and Task Reminder in Campaigns
  • Appointments Workflow Triggers
    • Workflow Trigger – Customer Booked Appointment
    • Workflow Trigger – Appointment Status
  • Communities Workflow Triggers
    • Gamification/ Leaderboard triggers and actions for Community groups
    • Workflow Trigger & Action – Grant/Revoke Private Channel Access
    • Workflow Trigger – Group Access Revoked
    • Workflow Trigger – Group access granted
    • Workflow Trigger – Product Completed
    • Workflow Trigger – Courses New Sign Up
  • Courses Workflow Triggers
    • Workflow Trigger – Offer Access Removed
    • Workflow Trigger – Offer Access Granted
    • Workflow Trigger – Courses User Login ( Legacy Portal )
    • Workflow Trigger – Category Completed
  • Events Workflow Triggers
    • Workflow Trigger – Email Events
    • Workflow Trigger – Customer Replied
    • Workflow Trigger – Call Status
    • Workflow Trigger – Form Submitted
  • Facebook/Instagram Events Workflow Triggers
    • Workflow Trigger – Instagram Comment(s) On A Post
    • Workflow Trigger – Facebook Comment(s) On A Post
    • Workflow Trigger – Facebook Lead Form Submitted
  • Forms and Surveys Workflow Triggers
    • Workflow Trigger – Funnel/Website Page View
    • Workflow Trigger – Survey Submitted
  • IVR Workflow Triggers
    • Workflow Trigger – Start IVR Trigger
  • LinkedIn
    • Workflow Trigger – LinkedIn Lead Form Submitted
  • Notes Workflow Triggers
    • Trigger – Note Added -> Workflow Trigger – Note Added
  • Opportunities Workflow Triggers
    • Workflow Triggers – Opportunity Created
    • Workflow Trigger – Opportunity Changed
    • Workflow Trigger – Order Submitted vs Order Form Submission
    • Workflow Trigger – Opportunity Created
    • Workflow Trigger – Order Placed
    • Workflow Trigger – Order Form Submission
    • Workflow Trigger – Order Fulfilled
    • Workflow Trigger – Opportunity status changed
    • Workflow Trigger – Pipeline Stage Changed
  • Payments Workflow Triggers
    • Workflow Trigger – Coupon Code Expired
    • Workflow Trigger – Coupon Redemption Limit Reached
    • Workflow Trigger – Coupon Code Redeemed
    • Workflow Trigger – Coupon Code Applied
    • Workflow Trigger – Estimates
    • Refund Workflow Trigger in SalesKaki
    • Workflow Trigger – Subscription
    • Workflow Trigger – Order Submitted
    • Workflow Trigger – Payment Received
    • Workflow Trigger – Product Access Removed
  • Shopify Workflow Triggers
    • Workflow Trigger – Abandoned Checkout
  • TikTok Workflow Triggers
    • Workflow Trigger – TikTok Form Submit
• Developer Resources
  • Interactive Voice Response (IVR) Guide – Triggers & Actions
  • Workflow Trigger – Number Validation
  • Workflow Trigger – Inbound Webhook
  • Workflow Trigger – Video Tracking
• Workflow Builder
  • Installing Marketplace Apps Directly from the Workflow Builder
  • Workflow Action – Custom Code AI
  • How to fetch product details purchased by customers in workflows
  • Pause Workflows on Certain Dates
  • Error Notifications in workflows
  • History for GPT actions (AI Memory Key)
  • Multi Select for Forms, Surveys, Contains Phrase and Exact Match
  • Appointment scenarios in Workflow
  • Workflow Action – Add Manual Sales For An Affiliate
  • Workflow Action – Add Leads under an Affiliate
• Workflow Actions
  • How to send Email with Action AI in Workflows
  • Conversation AI Post-Appointment Booking Actions
  • Workflow Action – Number Formatter
  • Workflow Action – Dare/Time Formatter
  • Action – Goal Event
  • Affiliate Workflow Actions
    • Workflow Action – Remove From Affiliate Campaign
    • Action – Update Affiliate -> Workflow Action – Update Affiliate
    • Workflow Action – Add To Affiliate Campaign
    • Workflow Action – Add To Affiliate Manager
  • Appointments Workflow Actions
    • Workflow Action – Update Appointment Status
    • Workflow Action – Appointment Booking Conversation AI Booking Bot
  • Communication Workflow Actions
    • AI Powered Email Generation in Workflow Action
    • Workflow Action – Instagram Interactive Messenger
    • Workflow Action – Facebook Interactive Messenger
    • Workflow Action – Reply In Comments
    • Workflow Action – WhatsApp Customer Service Window Check
    • Workflow Action – WhatsApp
    • Workflow Action – Manual Call
    • Workflow Action – Task Notification
    • Workflow Action – Drip
    • Workflow Action – Review Request
  • Contact Workflow Actions
    • Workflow Action – Send Invoice
    • Workflow Action – Generate One Time Booking Link
    • Workflow Actions – Log External Call
    • Workflow Action – Add Manual Sales For An Affiliate
    • Workflow Action – Add Leads under an Affiliate
    • Workflow Actions – Remove Contact Follower
    • Workflow Actions – Add Contact Follower
    • Workflow Actions – Modify Contact Engagement Score
    • Workflow Actions – Delete Contact
    • Workflow Action – GPT History
  • Custom Object Workflow Actions
    • Workflow Action – Clear Fields of Associated Record for Contact
    • Workflow Action – Update an Associated Record for Contact
    • Workflow Action – Create an Associated Record for Contact
  • Data Management
    • Workflow Action – Text Formatter
    • Workflow Action – Event Start Date
    • Workflow Action – Math Operation
  • Documents & Contracts
    • Workflow Action – Send Documents & Contracts
  • end Data Workflow Actions
    • Workflow Action – Update Custom Values
  • Integrations Workflow Actions
    • Workflow Action – Add To Google AdWords
    • Workflow Action – Add To Google Analytics
    • Workflow Action – Custom Code
    • Workflow Action – Google Sheets
  • Internal Tools Workflow Actions
    • Workflow Action – Split
    • Workflow Action – Array Functions (Premium)
    • Workflow Action – Go To
    • Workflow Action – If/Else
    • Workflow Action – Set Event Start Date
    • Action – Add to Workflow -> Workflow Action – Add to Workflow
    • Workflow Action – Remove from Workflow
    • Workflow Action – If/Else
    • Workflow Action – Wait
  • IVR Workflow Actions
    • Workflow Action – Record Voicemail
    • Workflow Action – IVR End Call
    • Workflow Action – IVR Connect Call
    • Workflow Action – IVR Gather Input On Call
    • Workflow Action – IVR Say/Play
  • Memberships & Communities Workflow Actions
    • Workflow Action – Course Revoke Offer
    • Workflow Action – Course Grant Offer
  • Opportunity Workflow Actions
    • Workflow Action – Remove Followers from Opportunity
    • Workflow Action – Add Follower(s) to Opportunity
    • Workflow Action – Remove Owner from Opportunity
    • Workflow Action – Add Owner to Opportunity
    • Workflow Action – Update Opportunity
    • Workflow Action – Create Opportunity
    • Workflow Action – Find Opportunity
    • Workflow Action – Remove Opportunity
    • Workflow Action – Create/Update Opportunity
  • Payments Workflow Actions
    • Send Recurring Invoice action – Setup guide
    • Workflow Trigger – Order Submitted
    • Workflow Action – Send Estimate
    • Workflow Action – Stipe One Time Charge
    • Workflow Action – Stripe One Time Charge
  • Social Media Communication
    • Workflow Action – Instagram DM
    • Workflow Action – Messenger
  • Webhooks Workflow Actions
    • Workflow Action – Custom webhook
    • Workflow Action – Webhook
  • Workflow AI Workflow Actions
    • Workflow Action – AI Decision Maker
    • Workflow Action – GPT Powered by OpenAI
    • Conversation AI: Multiple Messages in One Workflow Action
• Troubleshooting Workflows
  • Facebook Conversion API Workflow Trigger Not Working
• Workflow Recipes
  • Workflow Recipes – Facebook Comment Automation
  • Workflow Recipes – Facebook comments + Workflow AI
  • Workflow Recipes – Instagram Comment Automation

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Calendar & Appointments

99

• Guide to the Services Beta
• Global Settings in Services
• How to Create Services ?
• Configuring Staff in Services
• Getting Started w/ Calendar
  • User Permissions in Calendars
  • Embedding HighLevel Calendars using HTML Code
  • Add Guests Features in Calendar Bookings
• Calendar Groups
  • SalesKaki Group Calendar Overview and Setup Guide
  • How to Find Group Calendar ID in SalesKaki
  • Neo Group View Template
  • Adding Unassigned Calendars to Groups
  • Deactivating Calendar Groups
• Scheduling Appointments
  • Manually confirmed appointment setup
  • Manually Booking Calendar Appointments
  • Calendar: Add Notes Per Appointment
  • Appointment List View in Calendars (Smart List)
  • Book Appointment Action in Workflows
  • Create Appointment Note – Workflow Action
  • View Custom Form Submissions (Appointment Side Drawer)
  • View Form Submissions in Appointment Modal
• Troubleshooting Calendars
  • Google Calendar Writer Access Error
  • What to do if the calendar says No slot available this month
  • How to Re-Integrate Google Calendar with SalesKaki for a User
  • Why Appointment Time Slots Are Missing on Your Calendar
  • When {{appointment.start_time}} or any other appointment custom values are not showing up
  • Contact got reassigned to another user when booking an appointment in Group calendar
  • Troubleshoot and Fix Calendar Double Booking in SalesKaki
  • No google accounts added in integrations settings yet even if Google account is connected as the user
  • Troubleshooting Tool for Calendar
  • Why Google Calendar Integration Breaks
• Creating Calendars
  • Partial Payment: Collect Deposit Amount
  • Restore Deleted Calendars
  • Calendar Widget Reorder
  • Multiple Meeting Location Selector in Calendar
  • Cancellation & Reschedule Policy (Booking Widget)
  • How to Use Service Calendars in the Mobile App
  • ‘Look Busy’ in Calendar Settings
  • Recurring Appointments
  • Collect Payments with Recurring Appointments (Booking Widget)
  • How to Set Up a Personal Booking Calendar with SalesKaki
  • Calendar Types
    • Service Calendars
      • How To Create Service Calendars
      • Automotive Detailing – Service Calendar
      • Yoga Studio – Service Calendar Setup Guide
      • Photographer – Service Calendar Setup Guide
      • MedSpa – Service Calendar Setup Guide
      • Barbershop – Service Calendar Setup Guide
      • Hair Salon – Service Calendar Setup Guide
    • Round Robin Calendars
      • Round Robin Calendars: The Setup Guide
      • Managing Team Member Assignments in Round Robin Calendars
      • Round Robin Calendar Staff Selection
      • Appointment Distribution Logic for Round Robin Calendars
    • Class Booking Calendars
      • Class Booking Calendar Overview
      • Creating Class Booking Calendars
    • Collective Booking Calendars
      • Collective Bookings Calendar Overview
      • Collective Booking Calendar Use Cases
      • Creating Collective Booking Calendars
  • Calendar Service Menus
    • How to Create Service Menus for Calendars
  • Calendar Rooms & Equipment
    • Rooms and Equipment
    • Creating Rooms in SalesKaki
    • How to Create Equipment
  • Customizing Calender
    • Adding Custom Forms to Calendars
    • Customizing Calendar Colors
    • How to Use the Rich Text Editor to Enhance Your Calendar Descriptions
• Calendar Settings & Preferences
  • Collecting Payments in Calendars
  • Custom URL for Unassigned Calendars
  • Calendar Widget Styles
  • Configure Recurring Calendar Appointments
  • How to Use List View in the HighLevel Mobile Calendar
  • Assigning a Primary Calendar
  • Calendar Scheduling Conflicts
  • Calendar: Email & In-App Appointment Notifications
  • Setting Up Linked Calendars & Conflict Calendars
  • Adjusting Availability Settings for Individual Calendars
• Calendar Integrations
  • Stripe Integration on Calendar (05/14/19 )
  • Reserve with Google Integration – Local Services Ads (LSA)
  • Microsoft Teams Integration For Calendars
  • Calendar Integration Disconnection Notifications
  • Guide To iCloud Calendar Integration
  • Hide Third-Party Calendar Details
  • How Calendly Syncs With HighLevel Calendars
  • How to sync HighLevel Calendars With Outlook
  • iCloud – How to Integrate iCloud with SalesKaki Calendars
  • Integrate Calendly with SalesKaki Calendars
• Calendar FAQ's
  • Can I Show Multiple Calendars Without Using a Calendar Group?
  • Disable Contact Timezone – How to Remove Ability to Adjust Timezones When Scheduling

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Payments

81

• Payments
  • Adding Processing Charges or Additional Fees to Customer Payments
  • How to Setup and Use International Automatic Taxes
  • CDN Caching on Core Payment Pages
  • Multiple recipient support on Proposals and Estimates
  • Tax Inclusive or Exclusive Pricing
  • VAT FAQs
  • How to add and manage your customer’s cards on file
  • What happens in case of a payment failure for a Subscription?
  • Custom Values and Partial Quantity Support for Estimates
  • Coupon Application on Subscription Products
• Orders, Subscriptions and Transactions
  • Create or Schedule Subscriptions and Send Invoice within Contact Details Page
  • Create or Schedule Subscriptions and Send Invoice within Contact Details Page
  • Create or Schedule Subscriptions and Send Invoice within Contact Details Page
  • Subscription Settings – Failed Payment Retries
  • Pause and Resume Subscriptions
  • Import Transactions and Orders using CSV files
• Payment Settings & Integrations
  • How To Set Up A PayPal Integration
  • Adding PayPal Buttons to Payment Elements
  • How to Create Coupons for Products
  • How to Bulk Import Products into HighLevel
  • How to Customize Payment Links with Your Brand Colors
  • How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
• Invoices & Estimates
  • Recurring Invoices in Workflows
  • How To Create Estimates using Templates in Mobile
  • Invoices – New revamped UI
  • Bank-Only Transfers for Invoice Payments (SEPA & ACH)
  • How to Edit Recurring Invoices
  • How to View Invoices and Download Receipts in the Mobile App
  • Setting up QuickBooks Integration
  • Editing of Payment Schedules and Partially Paid Invoices
  • PDF Generation for Invoices and Receipts
  • Import Invoices Using CSV
• Products & Coupons
  • How to Bulk Import Products into HighLevel
  • How to Create Coupons for Products
• Payment Links
  • How to Set Up a Payment Link for Multiple Products (One-Time & Recurring)
  • How to Customize Payment Links with Your Brand Colors

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Settings

28

• Account Settings
  • Multi-Select in Media Storage
  • Account Billing Dashboard
  • Custom Values Settings
  • Where and How to Configure the Missed Call Text Back Feature
  • Google Drive Integration for Media Storage
  • Call Connect & Missed Call Text-Back
  • How do I find my Client’s Location ID?
• User Settings
  • Sub-account | Managing User Roles & Permissions
  • Setting up Single-Sign-On (SSO) Login on SalesKaki
  • Google Login for WL agencies
  • Authenticator App Support for Two-Factor Authentication (2FA)
  • How to create a user or admin to manage multiple HL locations without giving them agency access?
  • Troubleshooting Login issues
  • Understanding the Agency Owner Role in Your Agency Account: What You Need to Know
  • Agency | Managing user roles & permissions
  • User Access
  • User Permissions, Assigned Data, and Owners
• Domains
  • Domains: Complete Overview and Centralized Management!
  • Domain Connect
    • Connecting Your Domain on SalesKaki – A Guide
  • Domain Purchase / Transfer
    • Domain Transfer to HighLevel and Finalize Transfer
    • How to Upload a DNS Zone File During Domain Transfer
    • Domain Transfer In – Approve Transfer
    • Configure & Connect Purchased Domains
    • Domain Transfer-out to Cloudflare
    • Domain Transfer to HighLevel and Eligibility Check
    • Domain Transfer to HighLevel – Review DNS Records

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Documents

20

• Documents & Contracts
  • 2 in 1 Documents: Direct Invoice payments after signing
  • Documents & Contracts: How to Automate Collection of Payments at the Time of Signing
  • How to redirect a user to a specific page after signing a contract?
  • How to Use Document Expiration in HighLevel Documents
  • How to Track Activity for Documents and Contracts
  • How to use Opportunity Custom Values in Document & Contracts Templates?
  • Link Custom Values to Text and Date fields: Documents and Contracts
  • Split Columns Support: Documents & Contracts
  • How to Share Documents and Contracts Templates
  • How to Use Documents and Contracts in the Mobile App

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Dashboards

35

• Getting Started w/ Dashboards
  • How to use “Only Assigned Data” setting with Dashboard
  • How to load Snapshots with Dashboards
  • Quick Filters on Dashboards
  • How to Edit a dashboard
  • How to duplicate a dashboard to another sub-account
  • How to switch Timezones for your Dashboards
  • How to set a Default Dashboard
  • How to change the Timezone for a Dashboard (Logged in User)
  • Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution
  • How To Create A Custom Dashboard
• Configuring Dashboards
  • How to Create Dashboard Templates
  • How to Customize Dashboard Themes
• Dashboard Widgets
  • What Are Dashboard Widgets?
  • How to Create & Add Dashboard Widgets
  • Customizing Dashboard Widgets
  • FAQs
  • Removing a widget
  • Rearrange Widgets
  • Resize widgets
  • Edit widgets on the dashboard
  • How to add attribution and UTM parameters as filters on custom widgets
  • How To Embed External Content On A Dashboard
  • Dashboard Widget Types
    • Visitor Data Widgets
    • Email Widgets

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Tasks

3

• Creating Tasks
  • Recurring Tasks
  • Unified Task Management Across Contacts and Opportunities
  • Managing Tasks
    • Task Management

Affiliate Manager

40

• Getting Started
  • How to Switch from FirstPromoter to Affiliate Manager?
  • Glossary
  • Affiliate Manager Walkthrough Videos
  • How does the Affiliate Manager work?
  • Managing Multiple Campaigns in Affiliate Marketing
  • Affiliate Manager: Improved Media Library
• Affiliates
  • How to Add Affiliates in the Affiliate Manager
  • How to Set Custom Affiliate Commissions
  • How to add Manual Sales
  • How to Use the Affiliate Portal: A Comprehensive Guide for Affiliates
  • How to Navigate the Affiliate Profile Page for Efficient Management
  • How to Add Sub-Affiliates in the Affiliate Manager
  • How to Automatically Level Up Affiliates Based on Performance
  • Managing Affiliates with Quick Campaign Actions
  • Managing Customers under Affiliates
  • FAQs for Affiliates
• Affiliate Manager Automation
  • Automating Affiliate Commissions with ‘Add Manual Sales For An Affiliate’ Workflow Action
  • Automate Lead Assignment & Notifications in Affiliate Manager Workflows
  • Automate Affiliate Sales Follow-Ups with the “New Affiliate Sale” Trigger
  • Getting started with Affiliate Automations
  • Why Use Affiliate Automations?
  • All About Affiliate Enrolled In Campaign Trigger
• Campaigns
  • FAQs for Affiliate Campaigns
  • Click Tracking for Affiliate Campaigns
  • How to Use Commission Length & Variable Commissions in Affiliate Manager
  • Affiliate Manager External Website Support
  • Prerequisite to Launch Your First Affiliate Campaign
  • How to create an Affiliate Campaign
  • How to Set Up Multi-Tier Commissions
  • How to track leads from an Affiliate Campaign
  • How to Set Up and Pay Affiliates for Generating Leads
• Payouts
  • FAQs for Affiliate Payouts
  • Sub Account Affiliate Manager: Bulk Actions for Affiliate Commissions
  • How to add/link a new payout method for Affiliates
  • How to Manage Affiliate Payouts and Commissions
  • What Payment Gateways supported in Affiliate manager for Product Sales?
  • How to pay your Affiliates
  • How to Set Up and Pay Affiliates Using PayPal Auto Payouts
• Reporting & Insights
  • Affiliate Manager Dashboard

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Notifications

3

• Notifications
  • How to set up Custom Notifications as a User in a Sub-Account
  • Sales & Use Tax FAQ
  • Activate Notifications

Reporting

23

• Tracking & Attribution
  • Google Analytics 4 Tracking
  • Reporting FAQs
  • Call Reporting
  • Appointment Report
  • User / Agent Reporting
  • When contact detail page is Missing Activity
  • Chat Widget Attribution
  • How to send data to Google Analytics within a Workflow
  • Troubleshooting Facebook Ad Reporting
  • Understanding Facebook Ad Reporting Terminology
• Custom Reports
  • How to create and schedule reports
• Appointments
  • Appointment Report
• Marketing Audit Reports
  • How to Use Marketing Audit Report & Compare Reports for Strategic Growth

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Logic & Fulfillment

42

• How to Resolve the “ZIP Code Check Failed for Your Card” Banner
• Sub-Accounts Transfers: Bulk Transfer Sub-accounts to an Existing Agency
• If Else Conditions – using AND or OR conditions
• Creating Campaigns In Workflows
• How to Send Annual Emails/Sms using workflows
• Importing Duplicate Contacts With same Email and Phone
• Sub-Account Transfer FAQs
• Glossary
• How to Use Webhooks in SalesKaki (Zapier)
• Sub-Account Transfers: Transfer Sub-account to an Existing Agency

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Membership & Communities

62

• Membership/Courses Sites
  • Using video frame as lesson thumbnail
  • Uploading audio inside Course lessons
  • Legacy Membership To Client Portal Migration
  • Magic Links In Memberships(Courses)
  • Membership login credentials not working on email? – How to set up membership welcome email trigger properly
  • Membership: Audio Files in Courses + v2 Offers Migration
  • Membership: New UI for Courses
  • Memberships – Drip Content for Subcategories
  • New Theme Customizer for Courses
  • New theme for courses
• Communities
  • Transfer community group ownership
  • Community Chat Feature
  • Community Events
  • How to create your Whitelabel Community
  • Unified Search for Posts and Comments in Communities
  • Advanced Course Unlock Options in Communities
  • Communities: Announcement Channel and Notification
  • ? Skool Importer: Seamlessly Migrate Your Skool Group to GHL Community
  • Communities: Private Channel-Based Course Access
  • Communities: How to Use Group Filter in Smartlist

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E-Commerce Store

38

• Customer Login for Ecommerce Stores
• Enable the Billing Address Feature in Ecommerce Checkout
• Bulk Actions on the Product Page
• Manual Product Sorting on Product List Page in Ecommerce Stores
• How to select or filter products per Ecommerce Store?
• Text Customization in Ecommerce Stores
• WooCommerce: Import and Sync Products and Collections for E-commerce Stores
• HighLevel Custom Shipping Carrier Integration Guide
• How to Deliver Digital Products for E-commerce Stores?
• How to sell products on Facebook and Instagram Shops?

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Merge Fields & Custom Variables

2

• Merge Fields & Custom Variables
  • List of Merge Fields
  • Overview of Merge Fields & Custom Variables

Reputation Management & Reviews

27

• Review Requests
  • Reputation Management: New Widget Types + Full AI Summary Control
  • Understand Customer Sentiment with AI-Powered Review Summaries
  • Guided Review Setup Wizard (Reputation Management)
  • Getting Started with Reviews AI Agents
  • Multi-Channel Review Requests
  • Reputation Management: Personalize Recurring Emails with Custom Templates
  • How to send recurring emails with multiple email templates
  • Integrating Multiple Review Platforms to manage and monitor reviews
  • How to Address Negative Reviews and Manage Reputation with SalesKaki
  • How to send Review Request via Whatsapp

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Integrations

48

• Google Integrations
  • Google Drive Integration in Media Storage
  • Google Business Profile – Chat sunset starting Jul 15, 2024
  • How to Integrate Your Google Business Profile (formerly GMB) into the CRM
• Facebook Integrations
  • Verifying Domains For iOS 14
  • Step-by-Step Guide to Facebook Integration in SalesKaki
  • Multiple Facebook Pages – Troubleshooting CTA and Sync Lead Features
  • Missing Facebook ads account dropdown or Adwords MCC Account dropdown
  • Leads Ads Integration Is not Working anymore (TRY THIS)
  • Instagram Direct Messages (DMs)
  • How to set up a Funnel Event Pixel for Facebook Conversion API?
  • How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows
  • Facebook Troubleshooting – Unintentionally Disconnecting Your Accounts
  • Facebook Troubleshooting – Lead Ad Debugging
• Zapier Integrations
  • Connect SalesKaki sub-account with Zapier
  • Connect ServiceTitan + SalesKaki (Zapier)
  • Create Tags & Tasks Via Zapier
  • Zapier Troubleshooting – Zap Isn’t Working!
  • Zapier Troubleshooting – Duplicate Contacts or Added to Campaigns Multiple Times
  • Zapier Troubleshooting – Leads Coming into Wrong HighLevel Location
• Other Integrations
  • How to Set Up Two Way Email Sync for Gmail
  • Two Way Email Sync for Outlook
  • How to use WebinarKit’s HighLevel Integration (Guest Tutorial)
  • Reserve With Google Webinar – Generate Bookings For Clients Right From Google!
  • How to set up appointment reminder workflow with Zoom location
  • Google Integration going to This site can’t be reached page “Check if there is a typo in highlevel-backend.appspot.com”
  • Zoom Integration for Users’ Calendar Bookings
  • Setting Up ActiveProspect Consent Tracking On A SalesKaki Form & Survey
• Stripe Integrations
  • How does the Stripe One Time Charge trigger work?
  • How to Connect Stripe to Your Sub-Account
• Online Listings Integrations
  • One time Stripe Charge Action
• QuickBooks
  • Automatic Review Request When Invoice Paid in Quickbooks
• Shopify
  • Shopify Elements in SalesKaki
  • How To Use Shopify Variables
  • How To Integrate Shopify With SalesKaki
• Tiktok
  • How to Integrate TikTok Lead Ads
• Private Integrations
  • Private Integrations: Everything you need to know

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Custom Objects

11

• Getting Started w/ Custom Objects
  • Upsell Banner and Snapshot Availability
  • SmartLists for Custom Objects
  • Using Custom Objects in Workflow Actions and Triggers
  • Custom Object Case Study : Real Estate
  • Creating and Updating Custom Object Records
  • Creating and Editing Custom Objects
  • Getting Started with Custom Objects
• Associations
  • Associations for Custom Objects
• Managing Custom Object Records
  • List View for Custom Objects
  • Advanced Filters for Custom Objects
  • Custom Object Audit Logs

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CRM

6

• Managing Your CRM Views
  • CRM FAQs
  • Viewing your CRM records
  • Searching an Object Record
• Associations
  • Association Limits
• Actions
  • CRM Notes Association – Link Notes Across Contacts & Opportunities
  • Adding and Managing Notes