Transcript for:
Ultimate Go High Level Tutorial Guide

welcome to the world's best go highle or highle tutorial and I know that's a big claim but as all of these comments on the screen from last year's video which got 170,000 views show it actually might be now jokes aside I got a ton of amazing feedback on this video last year and I promise to make this one even better before we get in you're probably wondering do I even need this software and I'd love to answer that question for you what high level excels at is something called pipeline marketing which is defined as the evolution of marketing and as long as we're talking about ution we may as well use the example of Pokémon to help us know what's going on so normal marketing on the very lowest level this would be like Squirtle this is just lead generation we generate the leads we deliver them to the client or to ourselves and that's it maybe we call them manually there's all sorts of manual things that happen afterwards but there's nothing really helping us in terms of software to get those leads to move farther down the funnel or farther down the pipeline then on the next level we have a water tal I hope I said that right and this would be like okay we generate the leads and we have maybe one or two automatic texts some automatic emails some nurture sequences we're not doing nothing but we're not doing as much as we could and that's when we get to the Top Dog Blastoise and this guy as you can see is an absolute tank and this is what high level is like we can take a lead and put it through true pipeline marketing which is a very sophisticated series of events that are tailored to that specific lead this includes things like lead scoring so increasing the number of points a lead has based on how many actions they've taken so they've clicked and opened 12 emails they have 12 points but if they've only clicked and opened five emails they have five points and then we can make even more automations and triggers and sweet sweet pipeline marketing juice if you will the lead that is showing so much more intention with more points so we're not going to get all the way into everything high level can do today because this is just a 1-h hour overview but I do want you to know the final evolution of high level if you will a quick 10 seconds about me my name's Keen Walker and I grew an agency and call center build on top of high level to nearly $2 million in s sales before I sold it to a strategic buyer and now I help a lot of other agencies SAS preneurs other people I have my hands in a ton of different agencies and I see a lot of things from a Consulting perspective throughout that process I've accidentally become a top high level affiliate and I have some awesome bonuses that go along with signing up with my link which you can check out below now let's get into it before you sign up for your high LEL account you need to decide which plan is right for you now there are only three High Lev plans 97 297 and 497 and the awesome thing about high level is they really don't get keep a lot of features on the lower plans it's more around how many sub accounts you're allowed to have and how you resell sub accounts if that's what you're doing so on the 97 plan okay sorry to interrupt but if you run Facebook and or Google ads for your clients on a high level or are planning to do it you need to use the sponsor of today's video aex whether you a beginner with just a couple of clients or an established agency with dozens aex helps you in two very important ways number one it saves your agency insane amounts of time time and two it allows your clients to easily run their own Facebook and or Google ads through their highle account without dealing with the complexities of the Facebook or Google ads managers so picture this as an agency you're likely using one to three winning campaign strategies for all of your Niche clients with upex instead of manually copy pasting that campaign every single time and spending hours in business manager you can easily replicate your ads using upex as templates feature and within three clicks have your best performing campaign submitted and running for a new client there's even a free template library with winning ads for dozens of niches however as any experienced media buyer knows it's just a matter of time before a template starts to decline in performance especially if you're working with local businesses and that's where UPC strikes again when your campaign starts to decline you can use their AI rewrite feature to rewrite and relaunch the ad in literal seconds and the refresh feature to reset the targeting and put the ad back into learning mode which is all it needs sometimes what's even cooler though is that many agency owners are finding that local businesses want to save money by running their own ad campaigns via these templates and because upex integrates seamlessly with high level through a custom menu link you can give your best templates to your clients and they can use the same three-click campaign launch feature to get started and then you can go back to sipping P coladas on the beach instead of nursing your carpal tunnel that came from spending so much time in ads manager learn more by clicking the link below and sign up for upex today so on the 97 plan you can have three sub accounts and you can have 98% of the CRM features there's really almost nothing that's gept in there and I'll tell you what those two things are just a second but everything you see on the screen is included and if you just need high level for your own business or for a couple locations of that business or you'll be fine with three sub accounts I would totally go with the 97 plan until you need to upgrade next up is the 297 plan and there are three main differences here number one you get unlimited sub accounts number two you can white label your own branded desktop app with your logo domain Etc which is a big reason a lot of people sign up for high level and then lastly you can resell SMS and email costs very simply every time you send a text or an email through high LEL and there's a few other things that I'll list on the screen now High LEL incurs a cost and therefore they have to pass that on to you as much as we'd like to have unlimited sub accounts without any SMS and email costs it just wouldn't be economically viable for anyone and so what they do on the 297 plan is allow you to pass those on to your customer now you can't upsell them you can't mark up the price you're basically just break even there but it's a great perk because all you have to pay is $297 and all of your clients SMS and email cost can be passed off to them and then lastly we have the 497 Pro Plan and the two biggest differences here are that you can enable SAS mode which means that people can go directly to your website like mine for example is streamline doio and then they'll have a sub account created automatically underneath your SAS and then one of the beautiful things that a lot of people are enjoying is that you can mark up the SMS email AI Etc costs so it's not like the 297 plan where it's break even you can actually make a little bit of money on every text and email which can add up depending on how many customers you have beyond that the 497 plan has a few other benefits and I'm going to separate them between the agency benefits and the CRM benefits on the CRM side agent reporting is only available on the 497 Plan and there's a lot you can do here if you have like a sales team calling multiple leads and needing to track all of that through a single sub account totally worth it to have agent reporting and then the other thing you can have is a customizable dashboard or multiple dashboards inside of the individual sub account so the dashboard you see on your screen now you can actually edit that determine what goes there make it simpler make it more complex whatever you want now on the agency side of things we have a few awesome perks as well you have a rollup report scheduler and that means all of your sub accounts can get an email every single week reporting on how many leads they generated how many converted Etc you can also make and deploy your own templates for funnels emails Etc so if you're servicing a specific Niche and you don't want the generic highle templates you can make templates and deploy those to each sub account so that they have something easy to work with which is very cool and then lastly you get access to the advanced API I don't speak code but this is the difference on the screen between the basic and the advanced API it definitely seems like the advanced API is the most worth it especially if you're building some kind of app with high level now on top of those three plans there are six other things you can buy from high level the first one is an advanced account setup for $11,000 and you'll see what that includes on the screen now pretty cool and honestly pretty cost- effective and comparable to what you would pay on the marketplace for a similar service but they also have five 1hour Consulting sessions so definitely take advantage of that to get up and running quickly if you have the funds number two is the white label mobile app and what this means is that instead of having the default gray label which is not white label and not Black Label which would be high level it's somewhere in the middle it's not the high level brand but it's a generic brand that everybody uses instead of using that app you get your own app with your own brand Etc on it the cost for this is an extra $4.97 a month or you can pay quarterly and save a little bit now I would say most people don't actually end up opting for this I know some really big players in the high level space who have tried to use the white label mobile app and have just ended up going back to the default one and they found their customers don't really care so totally up to you if you'd like to do this but definitely not necessary along those lines you can get a white label zap so if you need to be able to use zapier with your white label you can have the highle team create a Zap for you and that's $50 a month so your app would actually show up inside of zapier which is pretty cool and then we have the Eliza agent platform and what Eliza is is it allows all your sub accounts leads to go into one spot so if you're running a call center it's going to make things so much faster and you're going to be able to get to those leads a lot quicker without switching through all of the different sub accounts definitely worth it if you're running any sort of volume with multiple sub accounts next is priority support you can pay an extra 300 a month to get faster 24/7 chat and ticket response times I haven't heard this is super worth it but for some people it may be and then lastly hip a compliance for an extra 297 a month you can stay fully hippoc compliant with your relationship with high level that doesn't mean that you don't have to study up on how to stay hippoc compliant in your agency and with your employees Etc but your relationship with high level will be 100% hippoc compliant if you buy that 297 sign the documents and that's totally necessary depending on what industry you're in all right with all of that out of the way let's get into the software and get learning now you have to understand high level is divided between the agency view which I'm in right now and the sub account view which if I click here I could switch between any of these sub accounts and would actually pull up the individual account with the CRM and all the other features first let's dive into what it's like to be an agency on High level if you're just using the sub account you can skip this section first of all we have this agency dashboard it's not super accurate for me as I don't run everything through stripe but basically this will take whatever your monthly recurring revenue is in stripe and show your growth rate Etc looks very cool they just updated the next up we have the SAS configurator this also had a massive recent makeover it's so so cool by the way if you don't see this or some of the other things on your menu it's because you don't have the 497 plan so you'll need to upgrade maybe you can upgrade during your trial just to see if those features are worth it to you if you do so you'll be able to play around with some of these features now what the SAS configurator does is it allows you to put together the SAS plans that you want to deliver to people and you can do up to 20 in here I don't know why anyone would want to have 20 SAS plans but there are people that may just deploy slight slightly different ones with a slightly different feature set for each one even if they don't list all 20 directly on their website so let's go through what it looks like to set up a new plan here I'm going to go into plan name and name this kon's awesome plan and for the description we'll say grow your business go ahead and hit next then we'll select a category this is if you're offering in multiple currencies right now I'm just in USD so I'll just select that and hit next now it's going to ask me about the pricing details how much do I want it monthly annual and what's really cool here is I can limit the number of users or the number of contacts and Bill based on that then if we go to this next one here the features and snapshot you can see it's by default added absolutely everything but let's say on this plan I want to take off for example invoices blogs and the affiliate manager because I don't need them I can just deselect them here which is pretty cool and that's what I mean by creating up to20 plans you have a very high level of customizability here although these top eight features here you can see are locked you're not able to change those no matter what you're offering and as far as I know this is something that the CEO of high L Sean is very adamant about that these are key features that need to be sold but it does bar you sort of from reselling something like let's say just communities for example those communities would have to come with all of this other stuff which is in my opinion great but for you may not be what you want to do just something to keep in mind next up trial and credit so we can determine how long we want to offer a trial up to 30 days or zero days and then we can add a credit when someone signs up which is one time or recurring so hey once you sign up you get $10 in SMS credits for free or we can add a monthly recurring credit of $10 for example and roll over those credits to The Following month or not beautiful now lastly we have this rebuilding section which I'll take myself off the screen for so you can see everything basically we can decide how much we're marking up up to 10x so you can be making you know 12 cents a minute that somebody is making or receiving calls and 7 cents per text that is sent if that's something you want to do in your model totally up to you or you can go way down and 1.05 times is the default because that allows you to cover stripe fees which are about 3% so it marks It Up by 5% so that you're not actually losing money on these now along with the phone system and the credits there you can decide how much you want to do for IT email verification content AI workflow AI conversation AI WhatsApp conversations and reviews AI these are all of the categories of reselling that are native to high level there are additional ones which I'll go over in a minute but that is how the SAS configurator works and just like that we've created our awesome plan that has all of these features and if I want to go back in edit some things I go to pricing I can go to features and again select or deselect here I can add also a snapshot I forgot to cover that while we're going so basically this will load in a bunch of preset templates and everything else I'll show you in a minute how those work but I hope you're starting to see the power of the 497 plan on high LEL it's absolutely insane what you can build and automate with this plan now let's go to prospecting with the new updates that high level has rolled out to the prospecting feature you can have five premium reports every month now I just generated this premium one for the purposes of this video this is a like swimming hole type thing in North Carolina where I live that I went over the weekend and I wanted to see about reaching out to them for marketing so all I did was hit here add a prospect I typed them in on Google Maps I selected it and then I hit generate report and now the report is generated so you can see here it's giving me the Account Details it's giving me some notes and the business details here and on the point of contact it's actually pulled up all of the people that have this listed on their LinkedIn so I can reach out to them which is pretty insane now let's look at the report which is actually so cool so if I come to the online Health score we've got number of listings found and listings not found so you can see they've claimed their go my business but there's a few other things they haven't done correctly for SEO analysis something to do with like a watering hole of course they're doing very well cuz they're very unique in this area next up we've got listings you can see that their name address and phone number aren't matching on all of the listings this helps with SEO and on the review summary part you can see how many reviews they have you know we've analyzed 90 of them 86 were positive four were negative only gripe I have about this is I'm not able to customize what I want included in here and you know some of these things written below just aren't what I would send to a customer as it would be nice to be able to customize them continuing along with the reputation stuff these reports aren't perfect you can see this Google My Business rating it's saying that they have none for some reason it wasn't able to pull them this time not sure why then it gives some examples of negative reviews positive reviews and where they came from and then we show the online listings and that there's none on some of these important ones that will help with their SEO and then recently they've added this website performance section which is actually pretty amazing it shows how fast their website loads on mobile and desktop their core web vitals and what they would need to include if they were doing SEO so if you're selling SEO this this is pretty clutch because not only can I just hit share here and copy this link and paste it and give it to somebody and say hey we did a quick audit this is just an automatic audit and it's showing us some opportunity would love to connect on that you can also download a report and show automatically what's on each one of these but not only can I do all of that I can actually just come in here and hit convert to sub account and this CL Cent will have a sub account created which is pretty cool it'll save you a little bit of time if you end up converting one of these so I think this prospecting feature has a little bit farther to go but it's pretty awesome as it stands and definitely could get you some clients next up we have the sub account accounts menu here basically what this allows you to do is pull up all of your sub accounts in one spot a lot of the ones that I have in here are dummy accounts but you can see all of the numbers for that given account this is my sub account and if I hit reports I can see okay how many users contacts Outreach submissions SMS all in one spot which is very cool this is what I mentioned on the 497 plan about rolled up reporting those reports and actually automatically sending a weekly report with that info in it is not available on the other plans it's just on the 497 plan if I were to click into managing this client it also pulls up all of the data the tasks or notes I may have about this client I can pull up their SAS info and disable or enable certain features specifically for that account after the fact of them signing up we can toggle on user or contact limits here make adjustments to the rebuilding that I showed you earlier determine whether we want to offer any of these additional reselling apps like whatsa WordPress yex and conversational Ai and we can also determine how we want to resell apps in the marketplace which I'll show you in just a minute and then lastly the advanced settings of how many SMS can be sent per day how many emails can be sent per day and some of this other stuff regarding email verification also one cool thing they've added here in the last year is this the sub transfers you can't send or receive the sub account transfers here but you fill out a form on a separate page and let's say you signed up under somebody else's white label you can then sign up for your own highle account requests to transfer that location to your own agency and that would show up here in terms of what's been received and sent for sub account transfers next up we have snapshots which I will come back to because that's going to be the most natural progression point to covering the CRM and the sub accounts so next up we have reselling which is just its own section to set default stuff that I showed you for individual sub accounts we can customize following that is the Marketplace I already went over these upsells from high level earlier in the video following that we have the affiliate portal this is where you can see your lifetime earnings achievements what you're getting on a monthly basis and this is updated every 24 hours which is cool also reports payment details Etc are here but this main screen is the most useful next up we have the template library and this is very cool because there are so many templates for funnels websites emails social planner forms and surveys if you can dream it up it's probably in here but not only did high level do that as I mentioned earlier earier if you're on the 497 plan you can actually take your own funnels and add them to this and they will be saved under my templates here you can also go through here and decide to hide certain ones that won't be shown to any of the sub accounts that you don't want them to be shown to next up we have Partners I'm not sure I know High L's trying to make this a thing I'm not sure how much of a thing it actually is and this is sort of like upwork where you can try to find a developer or someone else that you're looking to hire to take care of something in high level or you can post a job here which is pretty cool and that will go out to everybody that's in that directory next up we have the university this is where any courses you have directly with high level will be stored we've got SAS education that just kind of trains you on how to set up SAS mode here and then we have the SAS FastTrack which is a virtual course that will populate inside of this University Tab and then we have the ideas board this is actually really important because it shows you first of all in my opinion the most important thing here is the change log you can see what's changed recently and stay up to date with things you can also scroll way back if you're super bored and see everything that's changed over time and I find out like all sorts of new things I didn't even know rolled out from this which helps me make these videos but by scrolling back you can kind of see the direction that things are heading and what's changing in addition to that the road map and feedback are really important because they show you what people are asking for so right now when I go to feedback I can show trending posts or the top posts so this is going to show the ones with the most upvotes and high level takes this into account when they're deciding what new features to build which is really cool they listen to their customers so well so right now you can see Google Lead ads is at the top UTM tracking and Reporting and you can see the status of this so this one's planned now this one's under review meaning that they've built it but they're doing quality assurance right now and you can just scroll down and see everything that's planned for the future and then on the road map here you can see all of these different features and what's planned with them but you can also see just in general what's planned what's in progress and what's recently completed which is all amazing next up we have the mobile app this is where you can see a little bit more detail on the upsell of getting your own wh labeled mobile app and lastly at least on this page we will go to settings next which has much more as you can see here but we have the app Marketplace here so the marketplace is actually fairly new but there's a lot of potential here and basically if there's something High Lev doesn't do already that you want it to be able to do somebody's probably built an integration or a third party app on top of that and those will mostly all be in here and you can decide how you want to roll them out so for example this one numeric this is a friend of mine owns this company and they help with payments so that you don't have to pay so many fees to stripe there's a link down below to check it out if you want to but basically you can hit install here and then you can decide which sub accounts you want it to go to or you can select all of them so let's say I just roll it out to my individual sub account I'll hit allow and install and then it's going to ask me to log in here and that sort of like HS in that third party app right you can also sort by top installed apps newly added apps top free apps top paid apps custom experience conversations and all of these other categories here and then see which ones you already have installed as well now if you don't want your sub accounts to be able to see this by default meaning they can go into their app Marketplace that's on their own account you'll have to come in here to manage app permissions hit settings and get rid of this now would I recommend that honestly it looks a little janky right now inside of the sub accounts I'll show you what that looks like in a few minutes but if you're scared of people finding out that you're using High LEL I wouldn't turn on Marketplace just yet or I would have it highly curated because some of these mention High LEL or they just look a little bit weird and you're like your customers if they click on the app Marketplace they might be confused but when it comes to these apps in the marketplace if there's a trigger or something you want to automate or something want to connect with basically this is going to make zapier obsolete at some point because so much is going to plug into high level and the fact that this is still white labeled is pretty freaking cool and as they roll it out and make it look and work better and better I foresee a very bright future for the app Marketplace hopefully next year I'm talking about how awesome it is very quickly let's go to settings here and talk about the rest so in my profile pretty self-explanatory we have company this is where you can wh label the software set up your favicon set up your white label domain and determine whether or not you're going to have conversation AI reviews AI all of these other things can be turned off or on depending on what you want in addition to this they have this new section here so these are very cool the net promoter survey this is going to ask people how their experience was inside of high level product guides these are going to make sure when new users sign up they're going to show guides to help them as they discover new features and then daily update's going to send a report to your clients prompting them to get back to leads faster so that's pretty cool and then lastly we have the beta features if you want everything to be toggled on automatically which I definitely do I just saw this feature for the first time I'm turning that on next up we have the team section and this is just every single user that is inside of your software is going to be in here and you can see which location they're plugged into here their email and phone number here and you know you could have pages and pages of those depending on how many people you have signed up for your software next up we have the billing section here you can see what you're incurring every month in terms of reselling with WordPress ex Etc you can see the priority support and Hippa compliance upsells and you can come back here and see what you've paid in terms of your monthly invoice like here's my invoice with 497 plus tax and then you can see a subscription update I believe this is for WhatsApp and then an automated recharge of $25 for SMS calls emails phone numbers Etc and inside of the wallet here this is actually really important this shows you on a summary basis or a detailed transaction basis what in general you're incurring every month in terms of additional cost and what each sub account is incurring so I can select a specific sub account for me like I could select this client they spent $5 last month about the same the previous month and then if I go ahead and take that off it just shows everybody all at once and I can see that broken down by What specifically is happening this is super super needed because it can get confusing and having this full breakdown here is important next up we have the phone integration this is really down on the sub account level but you can see everything in one spot here which is nice this lead connector system makes it really seamless to sign up for phone numbers get them approved by the new approval committee which has been a whole thing you can check out this video if you want to learn more about that but this allows you to see everything in one spot uh the same thing with email services so this is my default subdomain email that anybody who signs up for my software will have at the end of their emails I'll pop up an example here on the screen so I can go into the individual locations and I can see which domain they're using by default they're going to be using this one which is s.st streamline.com enabling email verification for new sub accounts on the premium triggers and actions I can decide whether or not these are enabled in terms of the feature itself and the rebuilding same with conversation AI for individual accounts workflow AI reviews AI content AI All For The Individual accounts in one spot which is nice next up we have this Affiliates tab there's not much going on here next we have this custom menu link one which is pretty cool I've got a couple examples here but we'll go with the one that sponsored this video that I talked about earlier this is UPC so what I can do is Select an icon here and then I just put the link title I paste in the URL and I can select which accounts it's showing up on or if I want it on individual accounts here and then I can select it as an iframe inside the platform which is very cool so I'll show you what this looks like in practice if I was to switch to an individual sub account you'll see that it defaults down here to the ads launcher and I can click on that and I'm logged in and I'm not running any current campaigns here already but you can see this looks like part of the software which is pretty cool I've integrated it with my Facebook then I just go in here and hit launch new campaign select Facebook and then I'm able to go ahead and actually build the campaign then we have some stripe settings we can see all the API keys of every single account here in one spot we have compliance with HIPPA and gdpr and then inside of labs these are the most recent features that high level's rolling out and we can decide whether or not we want them pushed out before they're pushed out like this one says in 29 days I'm just going to turn it on now so then I can see it which is great and then lastly we have audit logs honestly this feature is absolutely insane to me basically it shows you every single action that's been taken from any user so if I come in here this is someone on my team and I can see he's updating actions inside of workflows and if I scroll here I can see this person's logged in at this time and if something goes wrong for some reason we can go in and see all these audit logs in one place which is pretty insane okay few that was a lot but now we've covered the entire agency umbrella and now it's time to cover the sub account slcm umbrella and the bridge between those two umbrellas as I mentioned earlier is snapshots so let's go back to our main menu here and hit account snapshots and as you can see here we've got my Snapshot imported snapshots shared snapshots and snapshot templates and if you're wondering what a snapshot is is a collection of settings inside of an individual sub account so these could be automations texts emails it can also be things like email templates funnels website templates all of those come with a single link and can be downloaded into a single sub account and you can either use that as a link or you can default as we saw in the SAS configurator that a certain snapshot with all of these settings populates inside of a sub account when somebody signs up for your SAS and this is is one of the most valuable and time-saving features inside of high level so really important that you master these and figure out how to duplicate them if you're working in any kind of Niche or even if you're not having the base settings just ready to go is huge now these templates here are created by high LEL themselves or people inside of the community that high level has kind of worked with them to create this for these particular niches and when you click them they obviously will download all those settings that I mentioned however it's really important to remember that this probably isn't going to work perfectly out of the box for you and you're going to want to tweak a lot of things and that's where this my snapshots thing comes in handy because you can come in here and the specific Niche snapshot that you've built for your clients you can come in here and create a new account using the snapshot just hitting this button create new account and this is the crucial part once you've created let's say 15 20 100 accounts with a certain snapshot and you make one little change to what everybody is doing that you need pushed out to everyone you can actually push that with this one push update to linked account so if every single account that you've created is Created from a single snapshot and you just need to update one thing because of some industry change or something like that you just hit push update to linked accounts it will allow you to select the accounts this one only has three and then you hit proceed you select everything that you want to go through it checks for conflicts and then you push that out now I always like using a kind of classic local business as the example so let's go ahead and use this Landscaping one from high level I don't actually know what's in here yet so I can just hit this setup guide button here it'll show me everything that's inside of it I can check for them a lot of these aren't specific to the snapshot it looks like but once we download it we'll easily be able to to see everything that's inside of there and we can just check that setup guide if there's something we don't understand so I'll hit create sub account here and this map will show up which defaults to New York at least for me so in this case let's go ahead and look up a landscaper in Long Island cool so you can see it's put in everything about this business here and I just have to name the account so I'm going to name this Long Island landcrafters and for their email address I don't have one so I'll just put in my own select a time zone that part's always manual and then We're Off to the Races so this is creating the sub account based on the information in this person's Google my business profile and it's loading in all of those settings that we talked about all right now boom that has been created and as the agency owner you can see we're still on the agency view here I can see whether or not I've got SAS mode enabled you can see usage limits for users or contacts rebuilding reselling Marketplace apps advanced settings Etc that we talked about earlier so what I'll go ahead and do is just hit this button switch to sub account also could have clicked up here and just switched to them by looking at this drop- down menu and searching for it so now we're officially inside of the CRM /ub account umbrella thanks to that very easy to deploy snapshot so now that we're in here I'm not just going to rund down every single menu item like we did earlier on the agency view it's a little bit easier to just do that when it comes to sub accounts there's so many features in here that I have to go sort of mentally step by step what you should understand first so I'm going to go out of order it seems like but I promise you I'm going in order of what's most important to understand for a shorter tutorial like this where you need to get up to speed fast so the very first thing we're we're going to want to check out is just see that the stuff from our snapshot has loaded so the first thing I'll do is come to automation here and you can see we have a folder of marketing workflows these are the workflows that own in here that I'll come look at then we'll go to sites and I've got the Landscaping offer and a landscaping website here which is Prett cool let's go ahead and take a quick look at the funnel for the Landscaping offer pretty good looking funnel here with an exent intent pop-up looks like we can fill all of this information in and you can see it says get your and then this is blank here that's because of a custom value which will come back and explain a little bit later in the video it's not important to understand right now perfect so we've checked out automation sites let's just look at the marketing emails real quick we go to marketing emails and then templates and we've got a few templates in here as well perfect this gives us a big leg up to get started so we can just edit things instead of having to start them completely from scratch now as I mentioned let's talk about order of operations what do we need to understand first and I promise you that that very first thing is lead capture we can't do anything with non-existent leads so where are the leads actually going to come from they're going to come from four primary places we've got forms messages calls and then walk-ins or manual entry and I'll show you where to find each one of these so for forms will'll come here to sites and inside of our funnel that we saw here obviously we had a form but this form actually isn't built inside of the funnel Builder it has its own builder here which is in forms and that's so that we can just build a single form and then put it on multiple funnels multiple websites so that anytime we make an update to the one form it's updated across all of those so you click into the form Builder and you'll see we can edit this add specific things there's lots of different types of things we can add into the form that's our first type of lead capture now that's not the only type of form that can easily integrate into high level though if we go into settings and then integration we can actually integrate forms from Facebook LinkedIn and Tik Tok directly so that the information that is submitted in their lead forms which examples you'll see on the screen right now they automatically update inside of high level so if you're running Facebook lead forms or Tik Tok lead forms or LinkedIn lead forms you just go integrate those and I'll show you an account that's already integrated you see I'm logged in here and I just go to Facebook form Fields mapping and all of the lead forms for this particular account are in here and then to map the fields I just hit this button map fields and then most of the time it's plugged in the full name and the email are already in there and I just hit save and boom we're good to go that means I can start firing automations from that Facebook lead form next up on our list of where we can capture leads is in the chat widget and to go there we'll go to sites and then up here and hit chat widget now these chat widgets could be for SMS or email chat they could be a real live chat or they can be a WhatsApp chat have to set up WhatsApp in order for that to work but basically this chat lives in the corner of your website and again I'll show you on account where it's already set up it looks like this but I can come in here and change the style the color where it's positioned on the website the dimension of it what it looks like on the chat window like this how the messaging looks the acknowledgement and the language there's a huge update that just came to this and you can integrate this on literally any website you want so easy low barrier entry to way to start capturing leads now you might think we're done with forms but there's actually three other types of forms that we can still capture leads with and high level and the next one is calendar so if we go to calendars so I've actually got loads of calendars already in here and it looks like most of these are in a draft except this one here which is schedule appointment so I'll just go ahead and share that copy the link and paste it and boom you can see what this calendar looks like I can select a date I can select a Time first name last name email I submit my info and then I schedule a meeting so this is a form here obviously it's going to capture info I can add more questions to this via the form Builder actually and other questions that I add inside of the calendar but again this is a great way to capture leads the next way to capture leads is a little bit counterintuitive but that is through payments just because somebody's not a lead yet doesn't mean they can't pay you and when they pay you they become a lead and a customer at the same time if we head over here to the payments tab I can add someone kind of manually as I'm sending them an invoice or a document or a contract but what I wanted to show you is payment link here so I'll just go ahead and create a link I can select a product I don't have stripe connected here but let's say I did then I would just put in first name last name email like I said or I could just copy and send that link once I fill out the information and then when they get the link they fill out their information via that form now the last type of form I'm going to show you here is an order form now as we saw just a few minutes ago this funnel has a form that they have to fill out to go to the next page but let's say for instead of a free offer here on this page we were doing some sort of paid design or something for our Landscaping clients I would come in here to this funnel page here and I click here and this button as we can see opens the popup and so I'm just going to come up here don't worry if you're lost right now but I'm going to hit popup and I'm just going to hit plus and find order form so here I've got a one-step order or a two-step order form and we can go over both so in the onestep order I can see the price as I fill in my information but on the two-step order form put below this I fill out my shipping and other information of course this is all customizable we can take off any of this information that we don't want but once I go to step two here that's the only time I can see the price so if I haven't dropped the price before it's a motivator for people to fill out their info then go to the next page and check out and if they don't check out that we can trigger abandoned checkout stuff and try to get them back in offer them a discount whatever you want there so pretty cool on the form side right and I know I said that was the last one but there's actually one more I forgot to mention which is memberships and inside of memberships we have courses and we have communities now I'm going to go to an account that has this set up and show you that if I go to offers for example and I hit copy on this link and paste it see there's a tiny little form where they can fill out obviously all this is customizable this is Bare Bones you can add payment you can add other questions in here but this is what the bones looks like on the community's side of things I have two groups here one of which is my affiliate Community if you join using my link below you'll get access to wink wink if I go log into this right now it'll pull up and everyone's in there but that brief screen that you saw pop it back up on the screen now you have to log in from there and there's also a signup page that you can use to add people to communities it looks just like this so obviously again customizable but if they're new they can hit sign up and it just switches and there are two more examples of how you can use forms inside of high level to capture leads now all of those ways I just talked about of lead capture are very straightforward like these are real leads these are people saying hey here's my name phone email reach out to me Kon from the future here it should be mentioned that you can also add leads from virtually any other platform to high level via custom web hook which lives in the workflow Builder that I'll show you in a few minutes or build your own custom integration to get leads from any other platform over to high level and typically it's not that complicated these next ones I'm going to show you are a little bit less like that we get a name phone an email every single time but they still count as leads as they're the first time someone's reaching out and we can still trigger automations based off of them so they're important to know and recognize the first one is social media DM so remember how we went to settings and then Integrations here and we saw we could connect Facebook well if you've got a connected Facebook and Instagram account you can see that I have messenger and Instagram selected here so if I hit messenger I can see that I'm receiving Facebook Messenger messages here and if I hit Instagram same thing then every time somebody DMS you on one of these platform form it's going to show up inside of this conversations dashboard here so you can see I basically most of these are Instagram reach outs the ones that I have currently in my inbox when I get a DM to my business profile on Facebook they will show up here and I can trigger automations based off of that which is huge Facebook and Instagram DMS are the only ones supported right now I'm sure more DM platforms will come in and there's likely third party tools that can help you bring in like LinkedIn or Tik Tok DMS or there will be in the future but for now that's it for DMS however there are other messages we can receive that count as leads inbound messages from people finding us and reaching out the next one we should talk about is a really big one that released in the last year which is WhatsApp so if I come here to Whatsapp you'll see I've got this connected and if somebody messages this number I can trigger automations based off of that and then I can also manually message them back and forth in the conversations dashboard along with that is phone numbers now there's a lot of annoying regulatory red tape that's happened in the last year around this but texting is still a really big deal and it's just allowing the more reputable people to be trusted and actually get their messages delivered so at the end of the day it's a positive thing but basically all you have to do here is you hit add phone number you type in the area code or whatever that is for your country and then you can buy that and it looks like the current price for this depending on what kind you buy whether it's a local one or a toll-free number is between a and $2.50 a month now once you've purchased that number you need to go to the trust Center and I have another video which I'll pop up on the screen now that you can watch on how to get it all verified and make sure that you can send the proper amount of text Etc that you're wanting to do I only have the need for one number in this account but what's cool about this is it not only receives texts and sends text it can receive phone calls and make phone calls and those can forward to your mobile device so if you're out doing something and someone calls your highle number it will ring on your phone you can pick it up have the conversation with the person and that recorded phone call will be again inside of that conversations dashboard inside of high level now while we're on the topic of phone numbers and phone calls there's a couple other places and special features inside of high level that make this especially powerful let's say you have a client that has a bunch of different Billboards in a local community or they have different websites ites that are all generating leads under different names I worked with a dental client who had like five websites all generating leads for Implant cases in the same area but he liked having five websites because he could Market them in different ways Etc so one option would be to buy a bunch of different phone numbers and then you can track which phone number each one of those leads came from and figure out which website's doing the best Etc or you could do something called a number pool and what a number pool is is kind of out of the scope of this video but I just want to give you a taster here is you can create multiple numbers that correlate call to website visitors pay-per-click keywords Etc so basically what you can do with these depending on which one of these options you select is based on which website people visit what keyword they typed into Google what they've done on the website there's tons of customization I'll pop up examples on the screen now of which you can do but all of this can be tracked within high level you can buy multiple numbers and they can all forward to the one number which gives you almost infinite tracking capability from the number side of things which is amazing now the other one that's really cool here is Google my business phone tracking and for this I'll go ahead and go to one of my local business clients here and go to their Integrations now you can see here inside of Integrations I've connected their Google my business profile previously here but you can see this phone thing here says disabled basically what I could do is every single time someone calls from their Google business profile it will populate inside of high level but what's insane and takes this to the next level is that the phone number is actually masked so it's not your special highle number that's getting shown on their Google my business profile which is bad for SEO it's their normal phone phone number showing up but it's forwarding too and being recorded on the highle sub account which is very cool I promise you we're rounding the end of ways that we can get leads inside of high level but it's so so worth it to understand all of these because if you do then you can actually serve your clients at the highest level so the last three I want to talk about is number one email inside of the conversation dashboard you're going to get emails as people respond to you and you need to set this up correctly but you can see this is what it looks like when somebody responds to an email but you can also come inside of here and if you want to you can turn on what's called two-way sync for a specific email so if I select Gmail here and I log in with my Gmail account I don't actually want to do this CU I don't prefer to set it up this way but every single incoming and outgoing email between the CRM and your personal email account will be tracked inside of high level and recorded in there so you don't have to switch between the two accounts which depending on how you have your email set up could be really useful for you on the other end of the spectrum if you just want someone who's responded to maybe an email blast or an email that you've sent inside of your highle sub account to show up inside of your email server whatever that is then you can just come here to email Services reply and forward settings and set a forwarding address and that way the conversations are recorded in both places if that's something that you'd like now lastly are two manual ways to upload contacts the first one is just coming up here to this lightning bolt and we can just hit add a contact and boom they type in their information and then they hit save and then they can add any sort of tags or whatever else they need I don't typically like doing this because I'd much rather create a form that will then trigger a set of automations without me having to add anything manually but sometimes there's a case for this and the other way that a lot of people add things manually it's just coming here to contacts and of course hitting upload or import contacts we can upload a file much like other services you've seen for example CSV hit next and then it will ask us to map the fields this is actually payment data it's not actually contacts but here it would have like name phone email and then on the details page we'd actually upload all of those and then we can tag them with certain things say this is part of a bulk import Etc and then also from this page we can trigger Mass things like adding them to an automation sending everyone an SMS sending everyone an email or specific segments Etc all right so I'm going to list again on the screen all of the ways that you can actually get people into the highle software pretty amazing now let's talk about their in let's actually start building that blasto that we talked about at the beginning of this video and make this thing as useful as possible so the very first thing we have to understand is that every single lead that we generate if we don't want them to just get lost in a long list of endless contacts we need to put them inside of what's called an opportunities dashboard or a p Pipeline and you can see they've already got this pipeline set up for us it looks pretty good new lead hot lead new booking visit attended sale and left to review these are all of the options we have and the way that these are set up is inside of pipelines here if I hit the pencil icon you can see I've got these and if I wanted to change for example left a review to no sale because I want to be able to see those people and maybe follow up with them in the future I just do that so what these are referring to is this dashboard here we have funnel and then stage distribution and sometimes you don't want certain parts of this pipeline to be showing up in either either one of these for example we've got new lead hot lead new booking visit attended and sale for me I wouldn't really want hot lead in my funnel and I wouldn't want no sale in it either I just want to see how many leads did I get how many bookings how many actually attended and then how many got sold however on the stages distribution here I do want to see all of those so that's how I'll leave it now the reason we do this before we do any automations is because during the automations we're going to be moving these contacts between each one of these parts in the pipeline and if you're running a client-based business like this where you're moving people from lead to sales appointment to actual sale there's literally no point in using the software in my opinion without having an accurate pipeline setup and this is one of the most important things that you can help your clients with because if they keep this updated then their data and the dashboard is going to be correct and they're going to easily at a glance be able to see hey how is my business doing where am I falling down what part of the pipeline needs a little bit of extra love and how can we build automations for that which is our next step so continuing with our example of the landscaping business as we know people are coming through this website let's say we're running ads to it they're going to come here inside of this funnel so been their full name email and phone select which Services they want and hit the claim button so once that claim button is hit is when our automations and our lead nurturing officially start now there's going to be a lot of helpful stuff probably built in here already but I think it's helpful to show you how this starts from scratch so we're going to go out of this folder and I'm going to show you what I would do if I was building this from scratch so we'll go ahead to this workflow and we will call it post opt in workflow okay so the important thing you have to understand about the workflow Builder is that everything is separated between two types of things Triggers on the one hand and actions on the other hand and what the triggers do is trigger a set of actions which then trigger more actions and it's like a waterfall of automation however without the trigger again nobody enters this workflow unless we insert them manually so there's tons of triggers in here I actually did a video where I went over all of them you can check it out but the key one that we want here is a form being submitted you can see all of those forms we talked about earlier here but for us it's just a normal form and we're going to go to add filters here and then we're going to select form is and we only have the one form which is marketing form claim offer so we'll hit save trigger here ooh so now the world is our oyster we know what's going to trigger our workflow and now we're just deciding what we want to do now my biggest biggest piece of advice here with over 5 years of marketing automation experience that I can share is to start small just do the bare minimum so that you actually understand what's happening the issue with a lot of these snapshots at the very beginning is if you don't understand and you can't just look at it and be like yeah I get what's going on here there's going to be this underlying anxiety of I don't actually know what's going to go out because I didn't build this myself so when you don't have the ability to build some massive fancy workflow what you should do is start with something that again you can completely understand just by yourself so let's go back into here and our very first thing we're going to want to do is add this person to that pipeline that we created so I'm going to come in here and it's not actually pipeline you type in it's opportunity because it's the opportunity dashboard so I hit create or update opportunity and then I'm going to select the pipeline we only have one and then we're going to select the pipeline stage which is new lead then we just come in here to the opportunity name and we hit this tag we're going to go to contact full name that's going to name the opportunity whatever that person submitted in here on the full name then on the opportunity Source sometimes this will automatically fill for you like if it's a Facebook lead but for us let's go ahead and do claim offer landing page and on the lead value you could add something like okay maybe this is worth $50,000 but I actually have data suggesting that only one or two of 10 leads is actually going to turn into a project so realistically not every single one of those is worth $50,000 so I typically leave the lead value blank and then if it's a sales call then I say okay that's potentially worth $50,000 on the status side we're going to select open so one loss abandoned and opened are only options here and open means we don't know if it's one lost or abandoned yet so we'll leave that there and then we can select whether or not we want this to be able to move to any previous stage in the pipeline or allow duplicate opportunities now the previous stage in the pipeline thing doesn't really make sense unless you have a pipeline set up that way for some reason but some is not going to go from a sales call back to a new lead they're going to progress somewhere else inside of that pipeline so I typically don't turn that on and on the duplicate opportunity side I don't turn that on because it doesn't make sense to me either so there we go we've created our first action based off of a trigger very cool now at this point I feel like this is when most local business owners just stop they're like cool I've got a way to track it the form's coming in and I'll just call these leads I'll text these leads I promise I will and as anybody who's worked with clients like this knows they're not actually as on top of these leads as they probably probably should be and so what's really cool and what we can do instead is text them immediately so I'll just go here to SMS and we'll put in a simple text here hey and then I'll hit this custom values name contact first name and I'm just going to say something simple like I saw you requested a free quote for landcaping services can you confirm what you're looking to get done something simple like that and then for the sign off I come here to custom values then I'll say the account name here at the top so in our case this is going to say Long Island landscaping or whatever the company name was and I'll hit save action boom so now every time a form is submitted not only do we add them to the pipeline but they get an automatic texts mind blown now let's take it one step further and then we're going to be done with this version because again we want to understand every single part of this before we build something super complex and what I'm going to do is actually add in a call here which is very cool so what this is going to do is actually call the business owner and I'll just rename it that so we know that for sure the call whisper is going to be the message that plays when this person picks up the phone and then it'll say press any key to connect after this whisper so what I'll say here is new lead for offer booking page we'll keep the call time out at 60 seconds we can turn on disable voicemail detect I'd recommend leaving this off because we want it to detect when it's a voicemail and then we're going to say connect call after key press so when I say connect this means it's going to actually call the lead when they push the button or after the whisper message Place three times so this is a really good way to basically force your clients to pick up the phone and call the leads immediately there's a lot of studies that show the faster you call the leads the more likely you are to get in contact with them so this is a really really cool way to help them actually get the ROI they're looking for from the campaigns that you're running for them and we're going to do is actually publish this and I'm going to show you how this works in real time now there are some things here that aren't set up completely correctly and maybe you recognize that maybe you don't you're thinking about the scenarios where this could go wrong I'll show you them in a minute but I want to demonstrate just how cool this is and how fast we can set up something that's pretty functional so I'm going to come in here and I'm going to fill my in information out and let's say I need a water heater replacement I'm going to confirm and hit claim and now that's been submitted we're going to come here to the conversations dashboard and we're going to see what happened so you can see this SMS tried to send we haven't purchased a phone number on here so that's why it has an error and then we tried to do an outbound call as well so that worked perfectly that's amazing and if we come back to opportunities here boom there I am I came from the claim offer landing page and that is my opportunity card and I can click on here see all of my details I can book or update an appointment I can assign tasks I can do notes so that if there's other people on my team or I just am bad at remembering what's going on with this client I can save all of that info there and by the way a lot of this can be managed from your mobile device there is the lead connector gray label app coming out with a video on how exactly to use that soon but yeah pretty cool how fast that worked right now let's quickly go back to building a version two of this Automation and also the website that isn't perfectly up to scratch yet so as we can see on the website it says claim your and there's nothing there and I mentioned custom values so it's time to go in and update that custom value and this is one of the huge parts of snapshots and why they're so amazing because depending on the client you can update things across the entire sub account just by typing it in once so I come here to settings and then I'm going to hit custom values and you can see we have three here we've got the booking thank you page URL we've got the website booking page URL now this one the promotion name so we're just going to come in here and let's say requote and just hit update so now this is going to say that the value of our custom value promotion name is free quote and if we come back here and hit refresh boom claim your free quote it's updated everywhere and again I only typed it once and that's why custom values are absolutely amazing now these other two are only going to apply once we actually have this client's domain set up inside of high level which is a topic for another day but the other thing that I noticed is on this landing page here even though we filled out the form on the offer page it didn't forward us to the booking page which it should have and we should be able to book on the calendar and then once we book on the calendar it should forward us to the thank you page so let's see what went wrong there just going to hit edit and again this button links to the popup so once we click on the popup here we should be looking at this so the redirect action is saying we're going to use the action from the form Builder so I could either go back to the form Builder and you know configure it there or I could just say go to Next Step which is what I want to do in this case so I'm going to hit save and I would hit publish if I had a domain but I don't have a domain so now let's go to the next page which will be the booking page and you can see we've got this calendar in here and the calendar name name is the schedule and appointment calendar very aptly name and this one is set up correctly looks like the redirect action says go to Next Step so now we're ready to build version two of these automations and I hope you're following along and building this here the reason we need to change a couple of things is timing and for two reasons the first one is when I click on this button and I fill out this information I'm actually now going to be redirected to this page where I see the opportunity to book my time right and I don't really want the client getting a text after they submitted the information but before they' booked their time I just want them to book their time and then if they don't book their time get a different text but if they do book a time obviously get the text it's like hey thanks for booking your time we'll see you soon and the other thing about our workflow is that it will fire right now at any time of day so if I come in here to settings you'll see we're just going to fire in the account time zone any specific time so let's say it's 2: a.m. I'm up with my newborn and I see something for landscaping I'm like oh that's interesting I submit my information I'm going to get a text right away which isn't the end of the world but you know it's not someone actually texting you if it's 2 a.m. in your local time zone and the business owner is going to get a call at that time which is not ideal so we need to switch a couple of things up to make this better for both the booking page and for the timing of when these are actually going to be set so first let's fix the problem around like the 2 a.m. thing and while we're doing this I actually like to differentiate based on weekends as well what we're going to do is add in what's called an if else step and then we're going to hit date and time and I'm just going to say the current day of the week is and then we're going to say week day here and this is by default going to be called Branch what we want to say is yes and the condition we're going to rename it weekday question mark and then instead of none on the none Branch we'll say no because that makes a bit more sense so here we're going to say weekday yes weekday no and you'll see this will split our workflow and it did it the correct way so on a weekday we do want this to send but again we're kind of still running into the timing issue and there's a couple of ways that we could do this but what I'm going to do instead of adding another IFL Branch as I'll come here to settings and I'm just going to say this can only fire between 800 and 5 and I'm going to turn on Saturday and Sunday because we Chang that with the other thing that we did in there but this should keep us fairly safe maybe go to like 700 p.m. depending on how late the client wants to be answering messages so now that we hit save we have a little bit of a stipulation to our trigger if somebody submits this form and it's any day of the week but between 8:00 a.m. and 7:00 p.m. then fire this and the logic here by the way isn't just get rid of this it's going to wait until the next window to execute the action let's say someone opts in at 8:30 p.m. on Tuesday they're going to get texted at 8:00 a.m. on Wednesday thist that says hey so you requested a free quote for landscaping services can you confirm what you're looking to now if it's a weekend typically what I like to say just so people know that we got their text and we'll reach out to them this is what I'd like to send something like this you've reached location name out of our normal business hours John we'll get back to you in the next business day with some scheduling options in the meantime which days work best for your free quote thanks I'll go ahead and hit save there and now we have a pretty nice workflow that's going to fire on a weekday and send this and on a weekend it's just going to say hey we're busy but can you answer some questions here so the next thing we need to fix is the calendar so when somebody books on the calendar we don't actually want them to get these messages because it could be a little bit confusing we just want to confirm hey we're going to reach out and confirm this time or you're confirmed for this time however before we do that I just want to point out that on our opportunities dashboard pipeline here we have this hot lead one before we have a new booking what is that for really quick what we can add in on this workflow is a quick automation that allows us to Mark someone as a hot lead if they respond to this text let's say so what I'm going to do is a wait step here and instead of waiting at time we're going to wait for contact to reply so we just hit this SMS here which is great and then we can also say if they pick up the phone and then we'll put a Timeout on this of like let's call it 30 minutes so we're going to wait 30 minutes or reply and then we'll do if else again so we hit this if else we'll rename it replied we'll say on the yes column then we'll select the contact reply is true and on the none Branch we'll say no so hit save so now if they've replied within 30 minut minutes then we're going to do this where we'll add them to the opportunities dashboard in the hot lead stage because this person is hot they've picked up the phone or they've responded right we can leave everything else blank it'll just inherit it from this previously so we don't have to update that and then on the no side what we could do is just send a little bit of a reminder text and just add for example like contact first name question marks i' would say like John just to make sure that they got that text we send that 30 minutes later that's looking pretty robust which is great now let's do the calendar part we're going to use that weight step again so once we create or update the opportunity and we're going to wait 5 minutes and the reason for the 5 minute wait is that's about how long it's going to take them to book on the calendar is it possible that they take longer yes but if they're going to book they're probably going to do it within 5 minutes so what we need to do is go in here and add you guessed it yet another if else condition step here now the trick on this condition step is that we're actually going to need something else before this can fire correctly so put a pin in this we're going to come right back to it and I'll show you what we're doing here right now we're going to go in and create another workflow start from scratch we're going to call this the appointment booked workflow so customer booked the appointment that's going to be our trigger here and we're going to say in calendar schedule an appointment that's where we want it to happen and the first thing I want to do here is just add a tag to them and that tag is going to be appointment booked add the new tag perfect we'll come back and add more of this later but this is the reason why we need to create that first is we need to come back to this postop in workflow add our FL step and then we're going to say book on calendar question mark and we'll say yes and we're going to select tag and then we're going to say includes appointment booked and we'll save that action so now you can see we have booked on calendar and if they did book on calendar they're going to get all the stuff which is what we don't want we want it to be if they didn't book so what's really cool is I can just take this and I can hit move all actions from here and just move it right there so now if they did book on the calendar the workflow is over they won't get anything else that's not exactly what we want but I'll show you in a minute how we fix that and if they don't book on the calendar then we see is it a weekday we ask if they've replied we add them as a hot lead Etc and just like that we've built a pretty robust workflow that can do quite a bit for us so let's go back and what we're going to do now is add in appointment reminders so once they've booked their appointment we'll say thanks for booking your appointment with location name we're excited to meet for your quote don't say free in a text message cuz it can flag it as spam at and then I can go in here and what's really cool is this ties it into the individual contact I go to appointment and I just say start date time so this is going to put in the date and the time and we're good to go please reply y to confirm now I could create a situation where if they don't reply why I kind of prod them further say hey we only accept confirmed appointments we need you to confirm or we could send some more information maybe paperwork they have to fill out beforehand but for the purposes of this video I'm just going to add a weight step and I'm going to do event appointment time and we're going to do one day before and uh you can read on kind of what you should do here in individual cases if for some reason it was 5:00 p.m. say and let's say they booked for 8:00 a.m. the next day then it would just skip this one Al together which is what I like so I'm going to wait and say 1 hour before what we're calling this one and then I will send another SMS and this one will say reminder of your appointment with location name today in 24 hours we're excited to meet you and then hit save action and then if I wanted to do that I could repeat the same process but set it up for let's say an hour before pretty nifty how that all fits together huh and while there's so so much more you can do with workflows please watch my other videos on them this is the very first like rudimentary thing you need to set up now one thing to keep in mind is that the kind of evolution of this workflow that we've just built would be integrating what's called conversational AI into it meaning that instead of the individual steps having very specific texts that are being sent those texts would still be sent but we can then integrate AI to respond almost immediately to every single lead that comes through instead of having to manage that as a manual process now depending on who you talk to the conversational Ai and high level just isn't quite there yet and so most people are using a third-party software what seems to be emerging as number one is close bot underneath that would be zappy chat then we have three more that I haven't had the chance to like properly vet yet and those are capri AI a pointwise and consolidada which does a lot more than just the AI Bots but they do plug in AI Bots directly from Chachi BT you're interested in learning more about the AI side of high level and what you can use there go ahead and check out this video And subscribe because I'm going to be releasing videos on how to use the native highle Ai and why you might want to use one of these third party tools however for the purposes of today's video we're just going to continue to cover the most basic features because I want to get you guys up to speed as fast as possible and the biggest main feature that you need to understand is the conversations dashboard we've covered it a little bit but there's so much more that I want to point out that you can use here so basically at the top here we have unread we have recents starred and all so obviously very self-explanatory columns what I usually end up using I don't use recents and starred too much but I do use all and once I switch to all I can use this search feature or I can use these filters to filter by which way the the direction that the message came in whether it was inbound or outbound the last message type manual or automated and then the last message Channel which includes all of these here that we've mentioned earlier in addition to that I can archive I can star I can Mark as red or I can just delete certain messages or filter on the individual contact now that will get you started but there actually is so so much more to the conversations dashboard so on this right hand side you can see for this client I have their email I have their phone here and I can assign it to anybody on my team that can also be assigned via a workflow if that's something you like to do I can check any tags that they have I can check any active automations and I can set DND for any of these channels one that's new is DND incoming so if you're getting spam calls or something from a certain number you can just mark them as d and d and you won't get any budget wasted on those spam calls and then you can see here I've got SMS that I can send I've got WhatsApp I can send I got email and if I had this person's Instagram that would also show up or their Facebook it would also show up and I can toggle between all of those I can write the subject and the message of the email WhatsApp has some specific things where you have to use a template to initiate a chat if it's been over 24 hours or I can type an SMS now if I'm using any of these you can also see that I've got all of these other options here on the bottom the most helpful ones are going to be requesting a payment so you can type in let's say appointment reservation fee let's say it's going to be $50 and we'll say that it's due on this date there's an option to make it test or live and then I can hit preview here and you'll see this is what the invoice looks like pretty sweet so once I'm there I can copy the link and Mark it as sent inside stripe then I can paste it and send it to this individual contact the other really helpful thing here is what's called these templates or Snippets so if I go to templates or Snippets you can see I've got tons of pre-saved things that I can send via text or via email and my team can come in here very easily and just hit insert template and depending which channel it is those ones will pull up so I'll go ahead and hit this no bonuses one I hit use template and boom there it is it's all populated very easily I can tweak things and as you can see I can use these merge Fields here where it's actually going to default to their first name that's saved in their contact now this is the conversations view but if we want to go into the individual contact view this is where things also get even more granular so I'll hit this here so here we have contact fields and then since I'm using Clos bot I have a specific section for that I have general info additional info booking bot info that's for the high Lev one and then I have this other custom one that I've made inside of general info you'll have all this basic stuff inside of additional info this basic stuff and all of this you know additional stuff some of those are custom and when you create a form you decide where the information goes in here and you can create your own categories then again you can see tags which automations they've been in whether they're active or past and where they're at inside of opportunities or if they need to be added to opportunities as well as all of the DND stuff they can be added in here and then once once you add them you'll see the email pop up directly inviting them into that so that's everything just on this left hand side another really cool thing is that I can hit view audit blogs here and this is going to show me every action that this guy has taken and like what he's triggering inside of the CRM so you can see he filled out a form he was added to a workflow and did a few other things here but I honestly don't prefer that view what I like to look at instead is this one over here where I can see exactly what happened to him so you can see he was directed to this page which if I click on it it'll pop up it's just hey join my newslet letter once he joins I see that this form was submitted the contact was created and he was redirected to the upsell and let me pull up an example of someone else that has probably a more complicated one so you can see how granular this actually gets so this guy you can see he visited a couple Pages browsing didn't do anything on either of those pages and then ended up opting in for my free course and I created his contact based on that you can even see in the case of this person the first time they contact me was almost a year ago September 9th 2019 was the first time they visited a page they visited a bunch of times before they finally decided to opdate once they opt in then they visited a few other Pages you can see they were really close to buying the course that had available at that time they didn't but then they recently joined my newsletter just a few days ago and you know it might be a good time to reach out to them so obviously they're kind of in buying mode again and you can see my team's been having a conversation with them as recently as today now in addition to that if you want to add tasks like we saw in the opportunities dashboard you want to leave notes you want to check the appointments this person has any documents connected to them or payments connected to them you can look at all of them here and high level's big priority for the next couple of years is making the CRM more and more sophisticated so that it can compete with any other CRM which is very cool so now the next big big thing that I need to show you is how it works to add other users to each sub account we go to settings and then my staff you can see everybody that's in my sub account here so if I were to add a new employee this is what comes up so I have the user info I can add first name last name email phone signature select their calendar and also set their password and then we get to roles and permissions and this is where things get crazy so think about the use case of you adding someone like the front desk person at a dental office for example a use case near and dear to my heart that's the niche that my agency was in I don't want them to have access to everything because they're going to get confused Etc and so what I can do is turn off certain features that they don't need for example I don't need them to have content AI so I'm going to turn that off on the automation side I don't want them to be able to mess with the workflows or anything in automation so I'm going to turn that off blogs they don't need access to calendars they do certificates communities they don't need access to conversations this is where I want them to be spending their time so I'm going to leave that there on the dashboard let's say I'm not running Google ads for them I'll just turn that off let's say I don't need agent reporting I'll turn that off and it's super helpful to be able to select small things in here that each individual user's experience will be customized based on that and keep in mind if you not adding the individual users your users are which is the ideal scenario then as long as they're an admin on the individual sub account they're going to be completely fine to add and remove permissions like this for each individual user that they add that is a bit Advanced for most people that are going to be using the software as an end user so I would recommend that you just cut off these options using SAS mode but if for some reason you need to add more functionality to one person instead of the entire team that is an option which is very cool and then we can also set their call and voicemail settings for the individual user their availability on a calendar and the calendar configuration which can all be changed inside of the my profile section here for the individual person and as more and more people get added as users into your agency they will all show up inside of the agency view here under team and if you need to add people who are part of your agency you can make them an agency user here as you see or you can make them just an account user and if they need to be added to multiple accounts I could come in here to this person for example and they're added just to this Castle Avenue account right now but if I wanted to add them to 1 12 37 Harding Place I could as well and then they'll get all of the notifications for both of those and they'll be able to toggle between them up here in the left hand menu so the next most crucial thing you need to understand and Implement correctly is getting your phone numbers right and getting your email Services right I briefly went over phone numbers and as I mentioned there's some bureaucratic red tape that you have to go through now to actually get that phone number approved good news is those are getting approved within like 2 days if you follow the system in this video which I'm putting up on the screen now but just to give you a little teaser I'll show you in like 30 seconds what you have to do for that so you understand the difficulty come to settings and then I go to business profile here and in this business profile profile I just have to fill out my street address my legal business name I have to put in my Ein so you'll need that from your clients if they want to send text messages and then once this is filled out completely you go to phone numbers and once you buy the phone number you'll click on trust Center and this is what this setup system looks like so now the next really really important thing to understand is email services so if I hit this button dedicated domain and IP you can see that I have this subdomain set up to send email from this individual sub account so i.it keen.com now the I does doesn't really mean anything I just put it there because it sort of Blends in because the first letter of my domain is I and you can do the exact same thing for your clients and it's actually super simple to set up now one note here is that again we have the agency umbrella and the sub account umbrella and on the agency side the setup is the exact same thing as the sub account but those emails are just for things like password resets or hey someone new got added to your account or whatever that's going to be set up in the agency settings under email services but again it's the exact same set I'm about to show you it's just a little bit more complicated on the sub account side so I'm going to show you here so basically all I would have to do to add in a domain here is I hit add domain and let's say I'm adding this subdomain for the very first time to be able to send emails from this sub account first of all if I don't add anything here it's going to come from this email that you see on the screen it's going to say via mg MSG ndr whenever it says.com which is message sender without any vowels that's the default highle domain you do not want to use this you don't want that happening so you need to come in here and set something up for each of your clients now I have a video explaining more of this in depth but most of the time what you're going to do is you're going to either come in here and type in something like let's say I'm a client of mine and I'm Joe's Crabshack I'm going to do Joe's Crabshack do streamline.com of my domain that means they can send email and the via we'll say Joe's Crab Shack in it will'll have this which will increase the reputability of that the other option we would have which is even better would be to get access to my client's domain settings and instead make this something like J.J crab shack.com and this means that everything they send through the sub account is just going to come from this subdomain which looks super reputable and looks exactly like their domain so they'll be good to go so for me in this case just do mail diets keen.com I will hit add and verify and they have made this process so slick recently so I just hit that and it's going to say setting up your domain it's going to find where my domain is hosted and then it's going to ask me to log in and it's going to automatically add the domain to this sub account so I just hit authorize I log into cloudflare and then it's going to say do you authorize all these DNS records from lead connector if you haven't done this before and you're confused out of your mind don't worry just hit authorize it's going to say authorizing and then all those same things are going to pop up inside of here at first they'll appear as not verified but then I just hit verify domain this one can take a little bit longer so that then I just go back here and usually within an hour at the most this will look just like this one where the SSL is issued and I'll be able to send emails from this account which is pretty amazing now you might be wondering what is this dedicated IP thing here at the bottom this is only if you're sending over 100,000 emails a month which most of your clients will not be doing if you are doing this then I recommend reaching out to an email consultant who can help set this up for you my friend Matt Ratliff is very good at this and I will leave the link to book with him below if that's something you have a question on really quick just to wrap up this conversation about email services I'll take you back here and show you again on the location settings we can decide whether or not we have email verification turned on who the provider is and what the domain is so you can see this one for example concrete lifting Inc is set up at concrete mail.st streamline.com account and I can just come in here and see okay this is on the lead connector email if I wanted to switch it to mail gun manually I could most people don't want to do that you may want to do this if you're very very into email you need to send a lot mail gun would be a good option for you but you can see all of the settings for each one individually here and then you can switch which domain they're actually connected to if you want to connect it to one of the agency level domains under the agency umbrella all righty so we've gone through a lot but there's still so much more in the CRM so I'm going to speedrun through some of the I don't want to say less important features but features that not everyone is going to be using so that you can see what's available and then dive into those individual features later on if that's something that you'd like to do so first of all once you have your calendar integrated your user's calendar will show up here and you can actually toggle between whose calendar is showing up or if all of them are showing up you can select individual calendars like this one is who was coming on my podcast in the next couple of days and then also groups you can toggle between day month and year and you can use this appointments view which is very useful for a lot of people who are booking a lot of appointments you can see all of those appointments in one spot and decide whether they're confirmed showed canceled or invalid Etc while we're talking about calendars I'll come in here and show you that they do have calendar groups they have service menus they have rooms and equipments which are all new new abilities to use a calendar with and when you create a calendar you have all of these options here so service calendar simple calendar round robin calendar class booking and Collective booking I have a video explaining this whole thing in depth so I will link to that here but basically if you have a calendar use case it's probably going to be covered here I will say that the calendars are probably one of the most difficult things to set up in high level because they give you so many options this isn't like calendly where you have three Clicks in your setup and they're working on simplifying setting up calendars because honestly it is pretty complicated but you have so so so many options in terms of the availability forms and payments notifications additional options and customizations of how the widget shows up Etc now moving on next up is payments we can send invoices and save templates and recurring templates and a fairly new feature here as well is documents and contracts and you can send real documents and contracts for example I just rented out a rental property and I sent the contract through high level here so you can see all of the information and you can see that the tenant has left their initials on every page and then at the end they have all also signed which is very cool so go ahead and cancel your document software subscription when you sign up for the $97 a month high level subscription so next up is orders where you can see all the recent orders on whatever it is you're selling and we have abandoned checkout where you can see where people have started to check out on that two-step order form I showed you before but haven't actually checked out and if you go to settings here and notifications you can see this abandoned card notifications here send to the customer if they leave check out before they buy the items in their cart and you can set it to be whatever email you want it to be these are email templates here and how many hours you wanted to send afterwards you can also do this via workflows to customize it a lot more but this is kind of the easier setup method next up we have subscriptions these have to be created via order forms inside of high level to save these aren't 100% accurate for me I access them through stripe then we have payment links inside of payment links much like I was showing you in the conversations dashboard you can just create these and then save them as links that you want to send often which is very cool next up transactions basically the same as the orders page a couple differences here then we can see products every single product I have here and then next up we have collections and this would be I believe for e-commerce where you can add like let's say you have a bunch of shirts you could create a shirts collection add an image and then when you're inside of the funnel Builder you could add particular products to that coupons and discount codes you can add in here decide what it is limit the total number of times it can be redeemed limit to specific products or offers when it starts when it ends automatically do all of that so you don't have to manually update your checkout which was the case for a long time very cool when it comes to receipts we can automatically send every single receipt to people who check out with us which is very important especially if you're dealing with European customers who need a receip for everything next up we have taxes if you want to add taxes to invoices you can do that here and then shipping and delivery again if you're doing e-commerce you can decide which zone you're sending to and how much you want to charge for that particular Zone very cool and a simple way to solve that problem instead of having to integrate with a third party e-commerce tool then in Integrations we can see everything available here stripe PayPal authorize.net nmi pay tabs razor pay and any other manual payment methods here I have a podcast I did with a payments expert you should definitely check out if you have questions about this and we'll be releasing another video specifically on it because this is It's whole other topic but this is where you would manage those Integrations next up we have the marketing Tab and this is where the social planner lives now the awesome thing about the social planner is that you can connect a ton of different accounts here and you can post obviously to each one of those however there are a few limitations here that make it unusable for some use cases so let's say I were to go in and schedule something for today and I want to do it on Instagram I just hit Instagram here and then if I go to story you'll see that Instagram story will not support the caption for publishing post directly Instagram story is not supported in Creator account so this isn't going to work for me because I have a Creator account and I'm not going to be able to put a caption in like I'm going to have to do the stories directly as far as reals go I'm not going to be able to add platform based music but for just like regular text based posts or carousels or things like that this will totally work you can just add the images add the text post it another cool thing here is I can just hit new post and I can look at a bunch of templates as I mentioned before like there's tons and tons in here not sure how useful they are depending on your Niche Etc but it will give you some inspo and obviously you can create your own templates for your clients and roll them out to them now also in the marketing tab we have email templates so I have tons and tons of templates in here for example like my welcome email for my newsletter is in here and this is just basic text those are the type of emails I send but you have tons of options inside of the Builder as to what you can build and again inside of templates if I hit new and I hit memo marketing templates you can see there's tons of stuff in here that is very welld designed once you create the template and you want to use it in a campaign you can see your statistics here this isn't showing any data but the conversion summary is so cool how much revenue what's your average order value from your emails this level of data is pretty freaking amazing and it can help you see how much money you're making off of each email now as if that wasn't enough when you're creating the email let's say I start from this blank one and I use the design editor here once I'm ready to send this I can actually do some AB testing on the subject on the email content how long I want to test it up to six VAR iations the winning criteria of unique open rate or unique click rate Etc very very cool email marketing tools here and then the fact that it's integrated with absolutely everything that you already have inside of high level is pretty freaking amazing templates and Snippets we covered before trigger links this means you can create a link that then triggers a workflow which if you think about that the possibilities are endless somebody clicks on a certain button and as long as you have their info saved inside of high level somewhere they've opted in somewhere else you can send them an email based on what they clicked on even if they clicked on something in an email or you can move opportunities around based on what somebody clicks on or any number of a hundred other things that you can come up with it really is Choose Your Own Adventure with trigger links and then lastly in here we have the affiliate manager and this is where you can create your own products and create affiliate links and programs for people to promote their products on your behalf and manage payouts you can pause and take a look at some of these settings and customizations that you can add which is really cool as far as naming the payout terms the cookie life Etc and I'll show you in just a minute that this affiliate manager actually shows up inside of the community feature inside of high level which is pretty insane next up we have sites which I've shown you the funnel Builder briefly I have another video on that you can check out here to learn how to use it more in depth and websites which is basically just a bunch of funnels together but the websites can look pretty cool I'll pull up my website here this is built on High level and as you can see we've got some good animation everything looks pretty clean actually really enjoying the website builder on High level new to this section is analytic which is very cool because you can see everything in one spot or you can select a specific one and see how many page views you've had in the last you know number of days previously and currently you're able to see that on the individual funnel level for example I can click on this individual one and go to Stats and I can see how many people have seen the page how many have opted in during any given time period here and it does all the math for me there which is beautiful next up we have blogs which is pretty amazing we can see how many visitors what these blog posts are build them and you can see what the blog looks like on my website here which is pretty cool following this is WordPress and this isn't actually WordPress it's WordPress hosting a lot of people have had a really really cool experience with this they're able to resell the hosting to their clients if they want to keep their website on WordPress and you just buy it for $15 per month per client and then you can resell that for whatever you want to the client next up we have the client portal which I'll show you in just a minute because it actually relates more to memberships which is next forms I've showed you the Builder but let's look at the analyze tab very cool we can see how many have opted into how many on on which day and we can actually sort by specific forms and those submissions if we want to as well when it comes to surveys these are like forms but they look a little bit different so you can build them in individual cards here and then the preview looks kind of like this which is actually pretty smooth replaces something like type form for example and they have the same thing with analytics and submissions as well chat widget we've already covered and URL redirects is pretty freaking cool because we can set up redirects for anything if for some reason one funnel or website page is no longer in action we can just redirect that page to something else which becomes very useful all right now when it comes to courses and communities these are very intertwined and they're all connected by what I'm mentioned earlier which is this client portal so if I go into the client portal this is what it's referring to for me my URL is community. agency dominance. slome and I've got a little bit of information here but you can see the main three things here are to join a group take a course or look at my affiliate earnings and all this is managed inside of the settings here so I can toggle off or on courses or communities let's say I only want courses I don't want communities I can turn that off let's say I don't want Affiliates I can turn that off and then I can also select where people default to if if they sign into community. agency.com I want them defaulting to the community's page and so that's what I've set up I can set up my own branding I can also set up my own domain which you can do as well and now you can see here I have close to 6,000 users these are all the people in all the courses that I've ever created not all of them are inside my communities just inside of the courses now if I go back here and I hit join a group it takes me to the groups that I'm already a part of which you can see here and inside of those groups I have home and then I have individual channels I just like to have one channel which is the general Channel and then I can look and access the course in here I can also see the members inside of my community and I can see the leaderboard how many people have commented for the last 30 days all time Etc and I can add rewards I haven't done this but what rewards are going to happen for what level of the leaderboard so very much like school if you've added that but hang on a minute let's say I go back to home and I hit take a course now I'm just going to be inside of this course Library we have all of my courses I can access let's say my entire course here and scroll through individual one let's say I want to click on this one and watch this video people can leave comments on the videos as well which is super helpful then I can hit home and come back here again same thing by the way if I hit inside of my group learning and then I click on this course it's going to pull me into the course area however if I go back I'm back in here on the Affiliates earning side of things obviously I'm not an affiliate for myself but I'll pull up another affiliate one where you can see all of the data here okay so this is a course I've been a part of course creator Pro and if I click here and hit Affiliates so this is the affiliate dashboard for another software I promote which is course creator 360 if you're a course creator and you don't want to use highle directly this is a great option for you but basically you can see all of the leads and customers I've generated and then I can come in here and actually see those leads how many customers how many have cancel how much is paid how much is owed to me and how much potential Revenue I've made so that's what that dashboard looks like when you're an affiliate when it comes to actual settings in courses and communities I have videos on that so I won't dive into it here it's pretty straightforward if you've used kajabi the course Builder is almost exactly the same here so I can just come in here add uh a lesson for example title that once I've created it I'll come in here and I can add the video add a thumbnail files and a description of the video they've also recently updated the UI of the Builder and it looks amazing all right next up we have media storage this is basically like Google Drive inside of high level and as far as I know it's unlimited and you can continue to deploy the same pictures across multiple parts of the platform or videos if that's what you need to do next up we have the reputation management tab for me as an online coach this doesn't make as much sense because I'm not sending review requests for like a Google my business or a Facebook page but a lot of people have a lot of success with this you can see the reviews that have been left and then you can actually hit to reply via AI which is very cool it does cost a little bit extra but that's an awesome feature you can see and customize widgets that you want to put on websites these don't just have to be highle websites you can do them wherever and then you can use this yex upsell feature to take your local business clients and list them all over the Internet for a very very low fee you get their Platinum plan for I think it's like 90% off off as a highle user which is very cool if you hit the gear icon here you can see reputation management settings and toy around with them here honestly even if I was working with local businesses I probably wouldn't use this native reputation management feature I prefer to do it through workflows because it's a little bit more customizable but with that said they are improving this all the time okay following that we have the reporting tab where we can see a Google ads report I'm not running Google ads right now but I'll show you last year kind of what this looks like how much I was running then we have a Facebook ads report similar an attribution report this is where things get really cool we can see first and last attribution so when someone visits a page you can see who the referrer was for that and make real decisions based on what's actually happening here when it comes to revenue when it comes to lead when it comes to Opportunities depending on who you are this can be insanely insanely useful next up we have call reports I don't really do calling from this account so there's nothing in here but if your team or your client's team were to be calling from here all of the information would be in here like like how many of them were ining outgoing how many deals were won from them and call by status Etc the agent report keep in mind this is only available on the 497 plan I can switch between all of the agents inside of my account and I can fetch the data based on them how many conversions have they had how many messages have they sent calls their efficiency Etc can all be pulled up in here and we can have a leaderboard which is pretty amazing and then appointment reporting again very very helpful I pretty much only use this to book podcasts right now because I'm not taking any one-on-one calls but if someone were to book a one-on-one call or you were taking sales call or things like that this is where this gets insanely insanely useful okay next up we have the app Marketplace which I already covered but again if you want this available to your clients this is where they'll be able to come in here and say okay I want to use razor pay for example hit install and many times add actions to the workflow Builder which is pretty insane so you can trigger things to other apps basically the mobile app this is just a place for them to encourage people to download the mobile app and then lastly I forgot to mention this but the Launchpad when somebody signs up for your SAS they're going to have this Launchpad so they can see what the most important things are that they need to set up right away so that they're hooked on the software and they want to use it long term all right so that is it for this whole front part of the CRM but as we know when we hit settings there is tons more in here and some of this is settings for what we've already seen and some of it is other stuff we've covered most of business profile one thing I didn't point out earlier is this General tab make sure to read through everything and make sure that if you don't want to reply stopped unsubscribe or a sign off from your legal business name every single time you send a text that you toggle these off obviously stay compliant send them the first time but it gets very redundant and annoying when these are on all the time so I like to turn them off and there's a couple other useful things in here like disabling the contact time zone if that's something that's going to throw off your team if you have a call center inside of company billing you're able to see the total balance of credits that you have how much you want to autore recharge with for this particular account and all of these usually $10 recharges on the Wallet balance this is for SMS email and AI costs inside the my staff section this looks just like the agency view but it's only for the people inside of this sub account opportunities and pipelines there's a couple of unique settings that you can change here next up is conversation Ai and perhaps I should have brought this up during the notable things and not just the run through of the remaining features here however as I mentioned most people aren't using the native conversational AI because it's just not quite there in terms of what people want it to be able to do but basically what you can do here is sign up for a 2 cents per response plan or you can upgrade to an unlimited plan for $49 a month per sub account to be able to cover all of those AI fees which would be worth if you're sending enough to you know Bill more than $49 a month basically the way this works is you have three settings you can have it completely off you can have it be suggestive meaning that it helps you within conversations dashboard which is very helpful and make sure that nothing bad happens it actually gets sent or you can send to autopilot where the AI is actually responding to everybody automatically and then you can decide which channels this replies to so there's one where it's pretty straightforward all the stuff that comes through there has a very basic way of getting responded to then this would be an awesome option for that now when it comes to actually training the bot you can trial it here but you need to train it first inside of bot training and configuring intents so you can just have general question and answer or you can have appointment booking and when it comes to appointment booking you can tell it not to book the appointment to only send the booking link or you can have it try to actually book the appointment inside of Bot training here you can enter URLs or other links like for me these are all the things that I have uploaded so that we'll be trained on that information and then you can add a bunch of Q&A these are a bunch of Q&A that I have put in here attempting to get this to work it hasn't quite worked the way that I wanted to but if again you have a very straightforward use case this could be perfect for you once you do the training you configure the intents and you can come to the bot trial and test how it's working turn it on for a few days see if anything bad happens if it does shut it off try again and then move to a third party tool if that's something that doesn't seem to be working for you following this up we have a WhatsApp WhatsApp is awesome the only thing that isn't great about it is that if you don't respond within 24 hours you have to reinitiate the conversation with what's called a template so if I click on templates here you can see I've created these two templates that are you know hi there this is Keen Walker from agency dominance would be great to Chad here you can obviously configure any response that you want to inside of the workflow Builder and you can send whatever you want but if you're going to initiate a conversation it has to be through one of these templates and it counts as a new conversation being initiated if you don't respond within 24 hours but getting the setup is a breeze enabling whatsa on individual sub accounts is an extra fee but you can mark that up so it's $10 from high level and then you can decide how much you want to resell it for and what that profit will look like and then you'll see that the client gets this upsell inside of here now that's not all all the cost actually does cost money to send those templated messages and it depends on the country I'll put up the graph here and the type of message as to how much it will cost but if the customer initiates the message all of your messages to them within the next 72 hours are free with that subscription next up we have custom Fields I already showed you custom values earlier when we were working with that snapshot custom fields are very similar except that they're just created every single time you create a new line or a new question inside of a form that somebody needs to answer or maybe those records are coming along as you're importing contacts from other softwares Etc but all of that will live here and you can actually put them inside of folders you can see deleted Fields Etc if that's something that you'd like to organize and again those show up inside of the individual contact records as well next up we have lead scoring this is very cool just means that you can add a certain number of points that will show up in the conversations dashboard and in the contact showing how many points that contact has and then you could send emails let's say to only the people with a certain number of points or execute other actions based on that instead of the workflow Builder when it comes to adding rules it's pretty straightforward you just put this here you say let's for example do trigger links which I showed you earlier very powerful they've clicked a specific trigger link which is watching like this Loom walkthrough of your course then you come in and you add let's say two points to that it should be noted that you can also subtract a number of points based on them unsubscribing or doing some other sort of negative action but once you hit save these will start to update the lead scores of everyone inside of the CRM which is pretty freaking awesome coming up on the home stretch here you can have unlimited domains with high level and it's really easy to ingr them you just hit add you type it in and that same process we saw that happened with the email service will happen with your domains or subdomains and then you can plug them into the funnels and websites that you're using URL redirects we saw earlier that brings us to Integrations and boy oh boy are there a lot of Integrations here you can integrate your Google calendar or your LSA Google ads account here Google business profile Facebook and Instagram QuickBooks Cleo stripe Shopify Tik Tok lead ads LinkedIn lead ads slack and printful now of course there's a ton of other Integrations through the marketplace these are the native ones built inside of high level that you don't need any extras to be able to do and these work pretty well every once in a while you have to go through and kind of reintegrate them but I haven't had a lot of issues with them in the past conversation providers here this is just for you if you're integrating like SMS app of your own inside of high level and you want to test it out it will show up here 99% of people won't have anything in here then we have tags this is similar to the custom Fields thing where all of the tags that you ever have will show up then we have labs this is where you can turn on the latest features if they're not on already so would definitely recommend coming into labs and checking that about once a week next we have audit logs this place is insane I showed you on the agency level but on the sub account level as well we can see who the person was what they did what the action was whether there was an integration or a workflow and an automation that fired something all of them everything that happens will be recorded in here and lastly we have companies this is something you can turn on so that there can be multiple contacts inside of one company so basically the company is the shell and then a bunch of different contacts live in there if you deal with multiple people from the same company for example I don't personally have this on but something that some people really really want inside of their CRM so important to turn that on guys thank you so much for sitting through this video hopefully it taught you a lot if it did I really appreciate you signing up with my affiliate link there's tons and tons of bonuses that come along with that I'll pop them up on the screen now the link to sign up is below would love to see you in there and meet you on the monthly calls that we have thanks so much for tuning in and we'll see you next time