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Knowledge base
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Chat Support
1
How Chat Support Works
Email Support
1
Email Support Not Available: Create Ticket
Support Ticket
1
How to Submit and Manage Support Tickets
Free Weekly Training
1
How to Access Free Weekly Training
xpertRealtyMarketing
Standard Content Plan
2
How to sign up for the xpertRealtyMarketing Standard Content Plan
How to set up your WordPress website to receive syndicated articles from xpertRealtyMarketing
Contests
1
How the xpertRealtyMarketing Contests Work
WordPress
Beaver Builder: WordPress Page Builder
1
Beaver Builder Tutorials
Pages
2
How to Change WordPress Pages
How To Create Lead Capture Landing Pages with WordPress and Beaver Builder in Under Eight Minutes
SEO
1
How to Use the Yoast SEO Plugin
YouTube Videos
1
How to Add a YouTube Video to a WordPress Website
HighLevel
Contacts
12
Troubleshooting Bulk Imports Via CSV
How To Create and Manage a Smart List
Getting Started With Smart Lists
Bulk Actions For Contacts & Smart Lists
Contact Management Importing & Exporting Contacts
View all 12
Documents and Contracts
6
Video Overview: Create and Automate Contracts
How to use Documents & Contracts
Multiple recipient support on Documents & Contracts
Automatic invoice creation after Document/Contract is signed
Easy Management of Documents and Contracts within Contacts
View all 6
Websites & Funnels
38
How to Use the New Block Editor in Funnels and Websites
#1 Set Up a Template to Use for Your Website
#2 Change the Settings: Add ADA Plugin Script, Add Favicon URL
#3 Set Up Your Domain
#4 Delete Unwanted Pages and Content, and Edit Menu
View all 38
Social Planner
2
Post to Social Media from HighLevel
How to Auto Schedule Posts using an RSS Feed
Email
11
Using Google/Gmail/GSuite as your SMTP Provider
Email Two Way Sync: Gmail and Outlook (User Level)
Using Outlook / Microsoft Office 365 as your SMTP Provider
Add Signatures To Email Replies & Manual Emails
Add Thumbs Up and Thumbs Down Voting to Your Email for Feedback
View all 11
SMS Text Messaging
6
Regulatory Mandate A2P 10DLC Registration for SMS Messaging
How To Build SMS Opt-In Campaigns
How To Make Sending SMS Compliant to Industry Standards
How To Enable the Missed Call Text Back Feature
How To Use Custom Values Inside SMS and Email
View all 6
Email Marketing Campaigns & Templates (Mass Email)
10
How to Build & Send Emails in the Drag & Drop Builder
Email Builder Template Settings
Schedule (Send) Email to Contacts by Tags
Undo Or Revert Changes In The HighLevel Drag & Drop Email Builder
Custom Unsubscribe Links In HighLevel Email Builder
View all 10
Ad Management: Google, Google Service Ads, Facebook, etc.
2
Google's Local Service Ads (LSA): Booking Integration
Google Ad Reporting
Calendars
4
Calendar Overview | Everything You Need to Know and Get Started
Calendar Management
How to Update Meeting Location with a Dynamic Zoom Link on Calendars
How To Create a Round Robin Calendar
Workflows | Automations
7
How To Create Your First Automation
How To Build After-Hours SMS Bots
Advanced Appointment Reminders
Workflow Math Operations
Basic Automation When HighLevel Form Submitted
View all 7
A/B Testing and Split Testing
2
Split Testing in Funnels
A/B Testing for Email Campaigns
Pipelines
1
How To Create a Pipeline
Mobile App
1
Download & Overview of the HighLevel Mobile App, Lead Connector
Custom Fields
2
How To Create Custom Fields
How To Edit or Delete Custom Fields
Custom Values
1
How To Create Custom Values
Domains (HighLevel)
2
How to Create a Root Domain and Attach it to Your HighLevel Account
How To Add a Domain
Forms
3
How To Create a Form
Conditional Logic in Forms
Gain Consent With Custom Checkboxes In Forms
Surveys
2
How to Create a Stylized Survey
Surveys with Conditional Logic
Phone Calls, Voice Mails, Ringless Voicemails
2
Introduction To Incoming Calls
Call & Voicemail Drop Events
Integrations (HighLevel)
2
How and Where To Set Up Integrations
How To Integrate Stripe
Blog
1
How To Create a Blog
Communities
4
How to Setup, Customize, and Manage Your Communities
How to Manage Members Inside groups
Content Management in Communities
How to Set Up Paid Courses in Communities
Trigger Links
3
How To Create a Trigger Link
How To Use Trigger Links in Emails
How To Use Trigger Links in SMS
Reporting, Tracking, and Attribution
4
How To Use the Reporting Tab for Google Ads
How To Use the Reporting Tab for Facebook Ads
How To Setup Google Ads Conversion Tracking In HighLevel 2024 (Full Step-By-Step Tutorial)
Step-by-Step Guide: Installing Facebook Pixel & Conversion API in HighLevel
Phone Numbers
1
How To Setup Your LC Phone Number
Media Library
1
How To Access the Media Library
Tags
1
How To Create and Use
Conversations
1
How To Navigate the Conversations Tab
Call Tracking and Number Pools
1
How To Set Up Call Tracking Using Number Pools
Chat Widget
1
HighLevel Chat Widget: How to Add It to Your Pages in Minutes
Reviews: Review Widet, Reputation Management
2
Breaking Down the Reviews Tab
How To Build Review Widgets to Display Reviews on Websites and Funnels
Memberships: Online Learning
17
Setting Up Courses / Membership Sites
How to Use Membership Themes
Uploading Audio Inside Course Lessons
Using Video Frame as Lesson Thumbnail
Memberships | How to connect your custom domain / subdomain
View all 17
Affiliate Manager
12
Affiliate Manager - (Step 1) How to Set Up your Affiliate Funnel with Products
Affiliate Manager - (Step 2) How to Manually Add or Bulk Upload Affiliates
Affiliate Manager - (Step 3) How to Set Up Your First Affiliate Manager Campaign
Affiliate Manager - (Step 4) How to Manage Affiliate Payouts
Affiliate Manager - How to create coupon codes for affiliates?
View all 12
Client Portal
2
How to set up the Client Portal
How my customers use the Client Portal
Payments
46
Manage payment (including BNPL) methods displayed with Stripe integration
How to Use BNPL in Order Forms and Payment Links
Import Products / Price From Stripe
Text-To-Pay Links
How To Set Up A PayPal Integration
View all 46
Domain Names
Find, Register, Delegate Access
1
How to Find and Register Domain Names, and Delegate Access
iHomefinder
App
2
Real Estate Agent App by iHomefinder
Push Notifications for the Optima Leads App
Broker Plans
1
Overview of Office and Agent Pages in Broker Plans
Search Results
1
Customizing the Sort Order for Search Results
Control Panel
4
Account Control Panel Introduction
IDX Lead Capture & User Registration
Setting up your Featured Listings in the IDX Control Panel
How to Login to Your Control Panel
Optima Express WordPress Plugin
1
Adding Links To IDX Pages in Optima Express
Help Desk Software
by Freshdesk