Support Center

Go High Level 28

• Go High Level Documentation
• How to use Custom Values
• Overview - Documents
• Workflow Email Actions Included in Statistics
• Workflow Trigger - Abandoned Checkout

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Software Migration 22

• ClickFunnels to Actionera Marketing Portal (Migration Guide)
• Skool to Actionera Marketing Portal (Migration Guide)
• ActiveCampaign to Actionera (Migration Guide)
• Keap to Actionera Marketing Portal (Migration Guide)
• Wix to Actionera Marketing Portal (Migration Guide)

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Sites 32

• Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
• Custom Meta Tags
• Delay Appearance of Elements on Funnels or Websites using the Minute Timer
• Desktop View VS Mobile View (Funnels)
• Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)

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Membership/Courses Sites 3

• How To Build Courses / Membership Sites
• How do first time users Set Login Password, Request Forgotten Password for their membership portal?
• How To Upgrade to Actionera's Agency Pro Plan ($497 SaaS plan)

Payments 19

• Authorize.net integration for processing payments
• How to create recurring Invoices
• Auto Payments in Recurring Templates
• How to Create Coupons for Products
• How to manage Refunds within the CRM?

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Funnels and Websites 25

• Funnel Paths
• How To Redirect HighLevel Domains (www to non-www)
• Upsell products on funnels - Setup & Troubleshooting
• How to change heading tags (h1, h2, etc) on funnels/websites
• Social Media Icons

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Workflows 275

• How to use Email Template Builder in the Workflow Send Email Action
• Workflow Trigger - Contact Changed
• Workflow Trigger - Contact Created
• Workflow Trigger - Birthday Reminder
• Workflow Trigger - Contact DND

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Email Builder 15

• Different Email Sending/ Delivery Method(s) - Send Now, Schedule, Batch, RSS Schedule
• Preview And Test Your Email Campaign/Templates
• Email Statistics
• GoDaddy Dedicated Sending Domain Setu (LC Email)
• Siteground Dedicated Sending Domain Setup (LC Email)

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Contacts 17

• Contacts: Sync Attachments to Document Management Tab
• How To Delete Contacts and Their Data
• How to Manage Multiple Email Addresses for a Contact
• Recover Deleted Contacts and Reverse Bulk Deletions
• How to Group Contacts within an Organization using the 'Company Object' Feature

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Calendars 54

• Adding Custom Forms to Calendars
• Pre and Post buffers
• Automotive Detailing - Service Calendar
• Yoga Studio - Service Calendar Setup Guide
• Photographer - Service Calendar Setup Guide

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Forms 12

• Payment in Forms (Including Donations)
• How to Use Products in Payment Element in Forms
• How to Use SMS Verification in Forms and Surveys
• Conditional Logic in Forms
• Themes in Forms/Surveys

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Email Services 34

• Email Services Configuration - Reply & Forward Settings
• Deleting Your LC Email Sending Domain
• How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
• Dedicated Email Sending Domains Overview & Setup
• Google Dedicated Sending Domain Setup (LC Email)

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Conversation 5

• Overview of Conversation Filters
• Guide to Quick Replies for Facebook & Instagram
• Conversation AI Post-Appointment Booking Actions
• AI Voice Agents Overview
• Conversations FAQs

Campaigns 67

• Improved Email Campaign Flow and Campaign Summary Page
• Using the Inline Forms/ Surveys Element in email campaign
• How to analyze workflow campaigns?
• How to set up Facebook Ad Reporting
• AI Employee Overview

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Media Library 1

• Google Drive Integration for Media Storage

Account Settings 117

• Call Connect & Missed Call Text-Back
• Why is your account suspended
• Sub Account Transfers : Eject Sub-Account to a New Agency
• Google Drive Integration in Media Storage
• Account Billing Dashboard

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Opportunities 20

• Editing Opportunities Status
• Bulk Edit Opportunities
• Searching for Opportunities
• List View for Opportunities
• Understanding Opportunities in Actionera

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Domains 3

• How to Purchase Domain Step by Step
• WordPress: Domain Connect Integration
• Granular Permissions for WordPress