GoHighLevel Masterclass: The Ultimate Training for Beginners

1. Welcome to Gohighlevel Masterclass: Welcome to the ha level Master Class. I'm Heather Softer, and I have been working on Koha levels in 2020. In this class, we will learn how we can utilize the ha level for your business and for your client business. I will teach you how to create a funnel and how to create automation for that specific funnel. Go haevel is all in one marketing tool, so we will learn all the cool things ha level do. It's like having magic powers for your business and making things faster and better. 2. Getting Started: Welcome to the basic overview of the platform where I will go a different function and layout of the menu. So let's start with the launch pad. When you log into the system, that's the first screen that you will see. We have a few options here. The first option is about download our app. If you click on Send link, it will allow you to send a link on your phone so you can download the app and also use a platform on your phone. Then we have generate Mate from Google Mybusiness. If you have Google MBusiness account, you can just connect your Google Mbusiness account here. Same for the Facebook, if you are running your Facebook business account and you have a Facebook page, let's connect your Facebook account here. And if you already have any website, and if you want to put our webchat git on your website, you can just click and connect, and it will give you a brief overview of how you can do that. Then we have stripe. If you have stripe count, you can also connect your stripe account and use the payment things in the platform. Then we have X. If you want to list your business on 95 plus 95 plus porters to boost your business visibility on different platform, you can also try X and do listing for your business. Then if you already have a WordPress website, and if you want to keep everything in one place, you can move your press hosting into the platform. Then the last one is about quickly add one or more team members. If you want to add any team members, you can click on Add button and add the team members. Then we have dashboard. So your dashboard is basically a overview of your business, where you will see, how many opportunity you got, how many the opportunity value is, and then the conversion rate. You will be able to see the final and stages distribution. For now, that's the demo account, so we have nothing in there. You will be once you connect to your Google My Business account, you will be able to see your Google Analytics reports here, your business profile. You will be also able to see your Facebook ads report here. In the conversation, you will be able to see all of your conversation here in one place. Then we have Clenders. You will be able to manage your appointments here, and if you want to set any lenders, you will be able to set your clenders also. Then we have context area. Here, you will be able to see all of your contact phone number, e mail, and all of your context data. So, in opportunities, you will be able to see your pipelines and things. And then we have payments in payments, you will be able to send invoices, create contracts. You will be able to send payment links, transactions, products, you will be able to do all of the stuff. You have to integrate your repayment getway. Then we have marketing. So in marketing, you will be able to use social planner. You can connect all of these platform and scratch post and post that on like in one in hre in our platform, and it will be posted on all of these six platform. Then we have emails, template, trick ns, we have affiliate manager. Then if we go in automations, we have workflow where you can do a booking thing. You can do like you can create any automation related to your business. And then we have sites. Insights, you will be able to see create new funnels, new websites, blogs. You will be able to manage your purse hosting here. You can create a client portal, form survey, chat get, we have media, we have R retracts. Then we have membership. If you have any course or if you want to create any community like school or if you want to sell your courses, you will be able to create and manage your courses here. We have reputation management. In a petition, you can connect to your Facebook and Google, my business account, and you can send reviews to your clients, and you will be able to manage that reviews here. Then we have reporting in reporting, you will be able to see your Google as reporting, Facebook as reporting, your attribution report, your call reporting, Asia reporting, appointment reporting, like all of the reportings will be in this area. Then we have App marketplace. We will discuss that letter, but for now, let's go into settings. You can see we have business profile. In business profile, you can update your business business name and everything here. Then if you have any business physical address, you can update that here. And let's dive into profile. So this is like your profile. You can update your name, first, last name, email, and if you want to change password, you can also change your password here. You can update your user availability here for your slender. And you can also connect your out loud like everything here. And then we have company billing. For that, you have to add a payment method. Let's dive into my staff. So if you also want to add a employee in detail, you can just click or add employee, and you can add that. And next option is about pipeline. If you want to create a pipeline, we will see that in detail letter, but you can create a pipeline by clicking on this option. We have clener you will be able to manage and create your cliners here, and conversation AI If you want to create a board that do conversations in the chat, you'll be able to create a conversation AI here. But for now it's deactivated, if you want to activate it, you have to let us now. And then we have e mail services, and then we have phone numbers. If you want to create by a phone number, you can buy a phone number, and you can also apply for your A two PnLCre in Dal Center. We have what's abita reputation management is ready. Discuss that, but then we have custom fields. If you want to create a form and if you want to add any additional optional custom fields, you will be able to add them here. Then if you want to manage your custom use, you will be able to create your custom will use here. Okay. If you want to do scoring on some actions, you'll be able to manage your scoring here for specific contexts. Then you'll be able to add domains here. Then we have media, all of your pictures and videos f po here. We have URL rex as if you want to re specific URL to a specific domain, you will be able to do that here. Then we have integrations. In integration, basically, you have to connect all of these platforms. If you have them, we have conversation provided, then we have tax, if you want to create a tag, and you can create and manage tags here. We have labs. When we launch a new feature, you will be able to enable that feature here. Then we have audit logs. Then we have companies. If you have any clients companies, you will be able to manage them here. I hope this all makes sense. Let me know further questions. Thank you. See you in next video. 3. Dashboard Overview: In this video, I'm going to give you the overview of dashboard menu. So when you click the dashboard menu here, you will be able to see these rows here. So the first row from the left hand side, first column is about opportunity status. So it's mean like how many opportunities you got into your pipeline. So we got ten, and we have six open and 41. It means six lead are still in nurturing process, and for 44 is one we already make sales with them. Then we have opportunity value. So in opportunity value, you can see the total value of the opportunity is one k, but $600 leads are opened and $400 leads are closed. So within these ten leases, we can see the conversion rate is 400. Then the next row is about funnel. So funnel is basically, we can see all of the stitches of the leads. So the first stage was new lead, and we had opportunity to close one k. And then we had then nine of them will go in hot lead. And then from salmon from Son of the son of these leads, we'll go in appointment book, and we closed service completed with 400. So $400 like four leads one. We 14 leads. So if we have multiple pipeline, we can also toggle that here, but for now, we have one pipeline. So we have stages distribution. So it's basically a live overview, like how many leads we have. In which stage. Let's say we have one lead we have total one lead in new lead stage. We have total two leads in appointment book stage, we have total one lead in no show. So we are able to see the life status of the leads in stages distribution. Then we have task If we want to assign a task to a specific lead, that will show up here. So let me show you if we go back here in contacts, and let's say I'm going to add our task to Medicine here. And here you can see from the right hand side, we can add a task here. Call this lead. We have to call this lead within two days. So I can also sign this to myself, and I can define the date and I can hit save. So once I did that, We can see we have a pending task here, and if we go back in four again, we are able to see that pending task here. We can see pending tasks completed or all. This is how these task thing work. Then we have minimal actions. Let's say to this specific lead, If I want to assign a manual task to this lead manual action, basically. So for a manual action, we have to basically create a workflow. Let's create a flow for that. So in this way, you will be able to understand how everything working in our dashboard. So I can create a new workflow, continue. I can define the trigger for now, I'm going to skip that and we can say, manual SMS. Hi. We can select Custom value and define custom name. And whatever we want to say, we can define the content here. Well, I'm going to publish this. So SMS Manual action. Okay. So let's go to the flow contacts. And I'm going to add medicine So let's add Dolly. I guess the medicine. Okay, so the medicine don't have the phone number, so that's why I can't assign him. So let's use TC. Okay, so that was the issue. So let's use Tc and we can just We also a new thing that if someone don't have any phone number, so we can't add them in manual sections, call actions because they don't have phone number. So let's add here. So once we have added Tucker, so now we can go back and dashboard and we can see I should have one SMS in pending. Okay? So now this thing makes sense. Then we have lead source report because I have added all of these ten leads by a CSP file with no source. So that's why it's saying no source. But if we getting leads from Instagram, Facebook, or something else, we will be able to see the sources here. Uh, then we can connect our Google account, we will be able to see Google and Eric report. And we can also connect our Google My Business here. We can also connect our Facebook account, and we will be able to see Facebook put here and Google Apt here. I hope this all makes sense, and it will give you answer for you dashboard thing. And the last thing is we can also filter out the date for a specific. Let's see if I only want to see the leach data that I got how many leaves I got in March in this month, and how many leaves We got in Feb. So we can differentiate them. We can also differentiate the crossing rate and everything. So this is the best thing to track like, how much business we got in specific month in this month. So yeah, I hope this all makes sense. And yeah, see you in next video. Thank you. 4. Conversations Overview: In this video, we are going to take a look at the conversation area of the platform. We can navigate between 100 recent stored and all. Hundred messages are the messages that have not been seen yet recent messages are the messages that have been received in last few days. The stored vigil will allow you to bookmark specific messages so you can refer them back if you need them. And of course, all will be all. You will be able to see all of the messages here. And then we have a search field here. We can search any messages here. We can filter them on the based on assigned to inbound, outbound manual automated and lost message channel. We can also create a new messages and we can select a new contact here and send them. We can type name, or let's say, We can add contact or maybe we can search our existing contact, and we can message them from here. And then here, in the center, you can see the history of the messages with that specific lead. Then in the right hand side, you can see we have information about that specific contact. You can see their email phone number nor are assigned to. We can see if they have any tags. We can see any active automations here. We can also see if any D&D active for them or not or we can also see their source and the date when we had created that specific lead. We also have two icons here. So here, one is about a point pin. If we want to book a Pointpin with that specific lead, we can just click on book a point pin, and we can book that. And if we want to see the history of that specific lead opportunity, we can click on that opportunity icon, and we can see that or we have to update that to another pipeline, and if we want to move them to our specific stage of a specific pipeline, we can also do that from here. Okay. This was the quick overview of the conversation area. See you in next veto. Thank you. 5. Opportunities Overview: This video is an overview of opportunities tab and we can see we have pipeline named sales pipeline. And if we have multiple pipeline, we can tugle between here and we can see we have multiple stages here. And on and we also have opportunities or we can call them lead, whatever you'd like to call them. We can trigger automation whenever we move Ali to some specific stages, or we can also trigger some automations whenever if we got a lead in Net stage, and if they replied, we can make automation. This lead automatically will be moved here. And we can also like full up to close. If we move trigger to full up close, we have our pecend automation, which will be triggered. So like on based on these stages, we can trigger some automations or we can move some automation when something done. Like, if someone pots appointment, like if they are in new let stage, we can move them like we can set up automations, so they will be automatically moved in appointment pot. And we have such field here. We can search any opportunity here. We have a salt like we can sort the opportunities on the base of deal value or date added. We can also select ascending and descending. We can also filter the legs on the base of status or like honor the follower, like to who is following up with the le, it can be assigned user. We have status campaign type, we have all of these filter. So we can do a filter, and we can also see the legs. Then we have menu. If we want to see the additional details of the lead. We can also see that. So we can call this lead. So Medicine have assigned a task here. So we can see that. And if we click on opportunity, we are able to create new opportunity here. We have to put we can select opportunity and we can just add them directly to a specific stage. So this is the quick overview of the mary tab, and if we want to create a pipeline, I will make a different video for that. Thank you. 6. Contacts Overview: Video will walk you through the contact section of the platform. When you are in contact tab, you are able to see the basic information, the basic information of the contact like their name, phone, e mail, the date when they have created and lost activity and tags. And also, we have a column option here, like if you click on column, and if we want to see any additional information about this lead, we can just click that and we are able to see the additional information about them. So let's start from these icons. We have top icons here. If if you want to add a new contact, you can just click Add contact, and you can put that information and you can hit save at the bottom, and you can create a new contact here. If you want to add if you want to select some specific contexts and want to add them into a specific pipeline. You can also add them by hair. You can select some contacts. You can select the pipeline stage, and you can define the action, and you can add update opportunity. When you click on this button, the specific selected lead will be added to that specific pipeline on this stage. Then same like we have when we select some specific contact, we can also add them to a specific campaign or workflow. So here, we are able to select any specific workflow here, and we can add them there. And the next option is about send SMS and Sandm. We can select all of the contexts, and we can just send them byte SMS. I just selected all of them, and we can just type message. We can define action, and we can send them in schedule. We can send them at a schedule time or we can send them in a trip mode. So same for the email, we have selected all of the emails or we can also select any specific contexts, and we can send them we can select an email template. If we have or we can just define from name from email and we can send a bulk SMS to all of them. And the next about adding tag, if we want to add some specific tag to a specific lead, we can select specific lead and add a tag by clicking on add tag. And same for the remove tag, we can also do that by selecting a lead, and we can click on this icon, and we can remove a tag from a specific lead. If we want to delete a specific contact, we can also select our contact and click on delete icon, and we can delete that specific contact. And also, we have a review request icon here. If we want to send SMS review request or email review request, we can select that specific contact. We can select the SMS review request or review request. We need to set up these into the reputation management. I will show that in A VTO. For now, and we need to define the action and send review request. And then if we want to export this specific contact, we can export that. If we want to import any other contexts. I already showed that in another context how to import the context video. You can wipe that and learn how to import the context. If we want to assign a company to this specific contact, we can also do that. For assigning company, we have to back in company. I'm just going to G Timo company name. We can add all the details for now, I'm just going to add the name, and let's go back to the contacts, and let's add medicine to that specific Tamil company. So we can just define and add. Okay, now medicine is added to that specific company also. Okay. Also, if we have similar details of any of the contacts, we can also merch them here or if we have any other detail. I will create a specific another video for merging contacts. We can have quick search field here. We can search the contacts by contact name, email, business name or tag. We can also search them by phone number. Also. If we want to filter the contacts on the base of business name, company name, email tags, and any of the business of the context information, we can also do that. So this was all about the context tab. I'll see you in next video. Thank you. Okay. 7. How to import contacts: In this video, I'm going to show you how we can import a contact list into the platform. The first thing you have to do from the left hand menu, you can click on contexts, and then you will be able to see the top icons here. You can just click on Import contexts, and you can click on Upload a file, and you can select this mock Data here. And then you can hit on next. So now we have to map all of the contact field. So you can see first name, last name, email and phone or map, but domain name domain name and job title did not matched here. So what we have to do, let's track here and see. Yeah, we can use website instead of domain name, so we can keep the domain name data into the website, contact field. And for job title, I don't think we have something for now for this job title thing. We have to create a custom field. So let's create that. Cancel this for now, and we have to go into settings. And in settings, we have to click on custom fields. And we have to click Add field. And I'm going to use single line for now, we can also use radio select. If it's specific option if we have specific option in that field. We can also use checkbox, drop down single or multiple. For now, I'm going to use single line. Click Okay. So here, I'm going to type title, and the group is contact, and I hits. So once that field added successfully, we have to go back into the contacts. We have to go back into the contact tab, and now we have to click on Import icon again and import that file next. Okay. So now you can see job title is automatically mapped because we have created a custom field for that. So for domain name, we can map the domain name on website here. So all of the fields are mapped now. So now I can click on next. And here we have some option in advance. We can add them specific tags like if we want to tag them like FB leads or something like that. And we can also add them into a specific campaign. Like, if we have campaigns, we can tritly add them in natural campaigns or something else. For now, I'm just going to go off that and let's use the FBL tag and submit. So once we submit that, we can see the progress here. So you can see, all of the leads are correctly uploaded into the contact tab. So we can go back and contact tab and we can see all of the fields. And in column, we can click on column and we can select our job title. And, created. We don't need that name, job title phone, tags, and we had website. Okay. So we are able to see all of the fields here. So this is how contact imputing work within the system. Okay. 8. How to add new employee/user: In this video, I will show you how to add a new employee or user into your account. The first and esist way is click on launch pad, and you can see that loss option here. Quickly add one or more team member. You can click on ad. You can type your e mail address and send invite. The new user will have same permission like s except the ability to add new user. The second way is come down to settings, and now if we go in my staff, you can see we have our add employee purton on the right hand side. We can click on add employee. We can type their first name, last name phone. And if you click on add setting, we can also add a specific passport for them. And then we can define their access. So we can give them some specific permissions. Like if we don't want to show them conversations or if we don't want to show them like social planner invoicing payments, a freight manager, like all of workflows, lending page or settings or any specific if we want to restrict that user from that specific features, we can just toggle them off. And then we can also define the role of that user, like user or admin. And then if we have any if we want to assign them a specific phone number. Let's say if they are our sales guy and the only role is to call to call the leads. So we can assign them a specific to number here by selecting that phone number. And also, if we can forward that calls, if someone calls on this phone number, we can forward call to web app or mobile app or any forwarding phone number that will be set up in phone number settings. We can also set up a voicemail for that specific contact. In user availability, we can define the user availability here, and then in user Clender configuration, we can connect their Google account, and we can synchronize specific calender to that specific user here. So this is how we can add our team member into our account. 9. How to send broadcasts and newsletters: Hi, everyone in this video, I'm going to show you how we can send out the SMS and email broadcast, such as monthly newsletter. So there is two ways. The first thing is we can go into context and we can select all contacts or we can just select a specific smart list. If you want to learn how to create a specific smart list, you can watch my contact smart list video. So let's see how we can send the monthly or weekly or whenever you want to send broadcast SMS, e mails, you can select those contacts or specific smart list, and you can just hit and send SMS. And you can type that SMS and you can just define the action, and that SMS will send to all of these contacts. Let's say you can just type hay, and we need to select the custom value like first name. So one thing that you have to make sure like user is you and contact is the contact name and content, whatever content it will be, and then Tanks or maybe we can say pest records, best records, and it will be used full name. So this is how basically and we can use the dynamic custom we use here for for all of these contexts. So it will say each contact name. And then we can define the action name like SMS or leads, and we can sell SMS. So whenever we do that, we can also send all at once. We can send all at schedule time. We can send in dripping mode depend on us. Or we can also create some specific templates that we can use a time. We want to broadcast something. And so this is the same thing for the email. So this is how we can do like we can select an template, and we can define from name from email main subject. And define the content here by using custom values and define action and send e mail. So this is how we basically send out the broadcast SMS and email. And the other way is, if we have marketing, if we go in marketing tabs, let's say if we want to send them like monthly newsletter, we can go in templates. And we can design our templates. Let's say it's about health and wellness. I'm going to select this one, and I can just continue. So it's adding the template into our sub account. So once the template is loaded, we can customize this template. And we can update our logo. If we want to update the image, we can update the image. We can update the content, and we can update the CTA button and put some URL here for our inside c or something. And then we can just click on safe template, like, safe template. And once our template is saved, we can create our different templates weekly or monthly newsletter templates. And whenever we want to use them, we need to go back and campaign. We can create a campaign new campaign. And we can select blank or if we have an template, we have just loaded this template. We can just chose that template here. And then We can just click on send or schedule. And now we can send all at once. We can schedule it. We can use the trip mode, which is bad schedule. Let's say if we want to send e mails, like ten emails, after 12 hours. So after maybe 10 hours or we can update minutes second stay anything. So let's select send now for now. We can define from e mail. We can define the centered name, and we can type the subject of the made here, we can define the preview text, and then we can send it to all contexts, we can create it a smart list. So we can send it to a specific smart list. So we can just select here, we have a one smart list here, F we lead smart list. We can send only to the smart list, or we have any other smart list, we can send it to them, or let's say if we want to send it to some specific context, let's say we have voicemails DAG, I want to send broadcast e mail or we can say a newsletter e mail to the specific or the person who have a monthly newsletter tag. I want to send them there. So just select tag define all of these. And we will be able to send it. Okay, zero contacts. Let's select APD. And we can define name, email Let's say account account e mail, and I'm going to use here a cove name. And now we are able to send it. So this is how basically we can do this. We can do monthly or weekly broadcast for something. If I'm going to do a live session, what I will do, I will send out a proacast e mail to everyone who are in in that specific list. So this is the process, like how we can do that. I hope that will make sense, see you in next video. Thank you. 10. How to create Smart list: In this video, I will show you how to create contact smart list and how to manage them. So let's say if I have total 20 contacts, but I want to differentiate artists. I want to create a separate smart list for those who have FBL tags. So what I will do, I will go in more filters, I will fill contact and tag is, I will select like *** here, and I will apply that. So when I will apply that, we have an option here, like S as smart list. I will fill that option, and I will named that Smart list as F smart list. So now we can differentiate the contacts between all and between the contacts who have FP. So like these, we can create different smart list on the based on different filters that we apply, so we can create like so many smart list based on our requirements. The second thing is, if we want to share this smart list with other users, we can also we have to go into Man Smart list. And here, you can see add Smart list name or copy Smart list share Smart list. If I click on share Smart list, I don't have any user for now, but if other member of the agent of the account, if not able to see your Smart list. So that's the way like you have to click on this icon. You have to select that user, and you have to share that. And So that's the all you need now about how to create SMAT list and how to manage them or share them, or maybe you can also change their name if you want to. Okay. 11. Email Signatures: Everyone in this video, I'm going to show you how we can set our email signature within the platform. We need to go into settings, and here we have my profiled menu, click on this. And then you can see here, we have signature section here within the profile in personal data. Here you can type your name. Your role, your company name or whatever you want to basically put into your email signature, you can just type here. Or so that's the first thing. And the second thing is you can do, you can upload and add any image, like you can paste image R here, or maybe you can just upload it Again, okay, I have a Damo e mail here. So we can use a Damo email signature. So I have a Damo email signature, which I downloaded roughly from Google. We can set the size. We can adjust the size here, and we can update the profile. So once we have updated the profile, enable signature or all outgoing messages. Like, if we want to do that, we can just update profile and enable this option. And now, if you go in conversations, and here you can see, so you can see whenever we are going to type anything, our e mi signature is already there. So the second thing that we can do here in my profile for email signature, we can We can remove this image, and we can use some source code here, and we can use this type of we can design anything with steel and CSS or we can use any email generator that will give you source code, something like this, and which you can just use in your email. Email signature. So now go back and now you can see our email signature will be like this. So it's up to you if you want to use, like, normal name and email thing, if you want to use that image thing or if you want to use some source code. So, this was a quick video about email signature thing and how to utilize that. 12. How to make Phone Calls Dialling Out: In this video, I'm going to show you how we can make phone calls within the platform. The first thing is you can click on this icon on the top, and it's showing up dial pad. Like we can type any number here, and we can select our call from number if we have multiple number, these all number will be come up here. But if we have one number, we can just select that number and we can tie the number and just click on this tile icon. It will dial phone call to that specific contact or specific number. Then we have contacts. If we want to search anything like any contact name, we can just select that contact, and we can just click on this call icon to call them. And then the Next thing is, I'm in opportunity tab, and here you can see the opportunity with whom we have the phone number, we have a call icon here. If we click on this call icon, it will also call them. So that's everything you need to know about how to make calls within the platform. Thank you. 13. Ringless Voicemail: Hi, everyone in this video, I'm going to show you how we can create a workflow to send out drin email. So let's create that workflow. So I'm going to create that workflow from scratch. So here is two things. We have to define a trigger. So let's say I want whenever I add a tag like Vemil send. Whenever I add that tag, someone in the contacts, I want to send them email. So email. I have selected the VS Mail action, and now I have to upload a file. Let's say this file. And we can just save action for now, and I can name that like Ringle email campaign. Whenever I tag someone send, this voicemail will be sent to them. And I can also add a trigger whenever someone submit the Facebook lead form. So this Voicemail will be sent to them. This is how we can create a voice mail campaign and utilize that. 14. Out of Office Emails and SMS Messages: In this video, I will show you how we can create out of office SMS and email campaign. First, we have to click concrete workflow button on the top. And now we have to hit continue start from scratch. And here I want to define a trigger whenever customers applied and apply channel is like SMS. Okay. And so I can just define here SMS. Customer replied. And what I want to do here, I want to reply them back. And we can message them like we are out of office. Thanks for reaching out. Save action. And I can define the name of the workflow. Out of Out of office. And I'm going to set in this like specific time. So whenever someone replied me, eight, or maybe I can just define this to nine A. Whenever someone message me between 5:00 P.M. To 9:00 A.M. What it will do, we can include Sunday and Saturday or which day we can, which day we want. We can include We can include Sunday and Saturday or we can skip any day if we want. So basically, so now we have specify the time. So whenever someone reply in that specific time, so they will receive this message. Or what we can do if we also want to do the same thing for e mails. I can just define customer replied. Channel and mL mal customer replied. Let me save this and let me just refresh this workflow. So once we save the triggers, and if we want to use them in condition, we have to refresh our workflow ones. So now condition if else. And here I want to do whenever someone someone send me SMS, I want to send them this. And if there is any other condition, I want to send them e mail. So we can define from name and email, and we can define subject, and we can paste that message. Like, we are out of office. Whenever someone SMS or emails, they will receive the SMS or email depend on what they send. So they will receive that we are out of office at that time. 15. Custom Values vs custom Fields: In this video, we are going to compare custom value and custom field. We will understand what is custom value and how we can use this, and we will also understand what is custom field and how we can use that. So let's start with the custom value. So custom value is something that account admin or use it defined and which can be used like anywhere in recurring process. So we can say like this is a custom data that we already defined, and we can use that somewhere. So you can see we have a custom value here and his name company name and the key, and then the value. So I can create a new custom value, and I can just type in from email, and I can define, like, heather at atoms.com, and I can just create this. So now what I did, I just created custom value, which is already defined, and the value is this. And we can if we want to delete this or add it ladder, we can just add it and update that. And so now let's see how we can use this custom values. So we can use the custom values in our SMS on our landing page or any some where like in SMS campaigns or email campaigns anywhere. So let's see how we can use this custom value in our conversations. So you can see we have more C here. Click on More and you can see we have custom value. So I can basically define in my company name here. So if I send this message, so what it will do, it will use the data that we have chose, and it will try to send them. So you can see, so it's automatically pick up that value. So the now second use cases, if we have any automations, we can just go into any of these automations and add a new e mail event, and we can just use that custom value here. So we can just select custom value and for email. So basic we can also use another custom value, the company name here. So basically, that's the second use case that how we can utilize our custom value. So now let's discuss what is custom value and how we can use this. So custom value basically in custom values, we have if we go into forms, And if we create a form here, So we already have some built in fields. But what if I want to use something that is not in our fields. So what I will do, I will add a custom field. We have to select the type. We can select a single line, multiple line and drop down. We can also see the preview, like how this will be. We can also preview that. And let's say I can select upload file. So we can also use file upload and I can hit next and upload CSV file here. So we can just select that and we can select all. Once we have created that field, it will take some time and show up here, so we can track it here. So this is how we can create a custom field. Once a custom field is created, and it will also show automatically in contact tt Let me show you. So we just have added a new custom field, which is plosureFile, and you will be able to see that custom field here. So now we can see that custom field here. So that was all about you need to know about custom values and custom fields. I'll see you next video. Thank you. Okay. 16. Workflows Overview: In this video, I will give our brief view about automation, like workflows, like how you can create and manage workflows to automate business process. You can see we have workflow folder here and we have different workflows here. So what you can do, you can just create a folder and put all of your workflows in there, or you can just keep them separate, like we have like this right now. So let's create a workflow. Okay. So we have to click on that. So there are some option. Let's review all of these options. So the first option is start from scratch. Like we can start work flow from scratch or we can import from a campaign. So campaign was the previous option previous feature of the platform, but we are not choosing that right now. It's only for the old choosers. So you can just skip the campaign part for now. And here you can see, so these all are recipe, like these all templates that you can import. Like, if you want to do anything, you can just click and import them. So you can see we have appointment booking. Template. So when someone when we got a lead, we can send them booking link. So there's a nurturing campaign nurturing template for appointment booking, so we can send them to the client. Then we have appointment confirmation and reminder. So if someone books the call, we can send a follow reminder for our call. Then we have appointment confirmation reminder plus survey press review request. So we can send a survey, Like, the first thing is confirmation, then we will send them reminders. Then we will survey the result. So how our coal goes. So if the result was sale, we can also send them a review request. So there will be a template for whole automation for that specific things like these action happening within that. So there's a specific template for those business processes that are happening within that domain. Then we have to miss call text back. If if someone call on our platform for number, so what did we do, we'll send them a notification, and also it will pin the chooser, like admin or user of the account, so they can get back to them as App. Okay. Then we have birthday template. If we want to create a birthday template for all of our clients, we can also create that. Then we have e mail trip sequence. Then we have fat auto reply. If someone ask any questions with relative any keyword, we can just reply them back on Instagram, Google Chat, SMS or Facebook. Then we have Facebook messenger, we have Fast five light. Fast five light is also a nurturing sequence. So if we want to nudge lead to do something that's for that, then we have first five Then we have GMB business message. We have list reactivation if we want to run a reactivation campaign. So there's a template for that. Then we have long term reactivation email thing. Then we have sent review request. Then we have webinR recitation and information and binders. Then we have IVR, and then we have no shows. So that's the template we have for all of these workflows. So let's start from scratch for now. So the first thing here, you can see, we need to give this workflow name. So you can just say like Damo workflow. And now you can see add a new trigger. So basically, our automation consists on basically two things our trigger and our action. Like when something happened, let's say, I can say when someone submit the Facebook lead form. Okay? When someone submits the Facebook lead form, I want to send them SMS. So this is how we basically do when someone when someone submits the form, so we are able to send them a quick passage. Um, So we can get back to them and we can write this message according to our business. So we can save action. So now you can see when someone submit Facebook form, we will ping them this message, so we can customize this message according to needs. And we can also add more actions, I can say wait for 5 minutes. And then I can send another SMS or e mail, or maybe we can also send them a voicemail. So we can upload a file here, we can save action, and we can also send them a voicemail. So that's the builder review that we have settings. So that's the next step we have in workflows. So in settings, if we are sending same automation, if that's appointment conformation workflow, and we want leads to re enter again and again when they books appointment, you know, if that's not the Facebook lead form, if if the action is basically, appointment when someone books the appointment, okay? So when someone books the appointment, I want to I I want to turn on allow re entry. So they can re enter in the same campaign whenever they book the inside code or if it's a 30 minute session. So whenever they book the session, I want them to re enter that workflow. So I want them to receive these actions again and again, whenever they do that trigger. So we can allow that trigger it should trigger one time. Like this whole workflow trigger one time for a specific contact or we can allow multiple time. So that's the first thing we have in setting stare. Then we have stop on response. So whenever someone replies, I want to stop the campaign. So then we have time zone. We can select our time zone like we can select account time zone. That's our company time zone or we can select contact time zone. Then we have specific time. We can also define when this SMS will send to them, or when this word flow basically start and ends. So we can define the time like 9:00 P.M. To 5:00 P.M. And then we include days. We can also include the days and we can define the sender name and send e mail, if our action is email, we can also define that. So we can type email, send email. And you can see if we have name and from email here. Like, if we don't want to type this firm name and from e mail every time, we can just write it once here in sender details. It will so for each action that we put in this workflow. So it will be automatically populate when we're sending the images to leads. A loss open is conversation. Let's see if it's a reminder campaign or maybe something else. Whenever someone receives this message and if they reply, the google will be like marked as red. So we don't need to so we don't need to manually mark as red. If everyone are going to say a specific response. So in conversation tab, we can just mark as red, so we don't need to do it manually. Then we have enrollment history in next menu. So whenever a added in this workflow, we can see their contact name, date enrolled, current action, current status, or next execution. So we will be able to see enrollment history of a specific lead here when they are in the workflow. Then we have execution logs. So in the execution logs, it will be the detail about the action that happening for a specific contact. So whenever our action trigger, we will be able to see all the execution logs here. So this was a quick overview about the workflows. What's the workflow and what's the menu thing and how you can once the last thing, once you have corrected your workflow, you have to publish that here and just click on s. See you next video. Thank you. 17. Appointments in Workflows: In this video, we will learn how we can create automation for our appointments. So let's create a workflow for our appointments. Let's click on great workflow Buturton. And here, we can also use this template here that we have in recipe and appointment information reminder, or we can create it from scratch. So for better understanding, I'm going to create it from scratch, so you can understand that. Now, we can name the first thing that we can do, we can name that workflow. So now, we can add a trigger. So whenever someone books an appointment, I'm assuming you have already created a calendar. So if you do not create tach it, you can watch that video and create a calendar first. So you can see appointment status. And here, we can just add appointment what we can do, basically, we can select that calender. So let's say I want whenever someone books a call Whenever someone books a call on 30 minute orientation calendar, we can also select cancellation, shod, and no show and create the automation for that. For now, we are going to create automation, whenever someone books the appointment, like confirm appointment, what it will do. We can add opportunity to the pipeline. So whenever someone books, so we can just add a new opportunity like appointment book, and we can name that opportunity as contact full name. We can define the source, we can select the status, like open or one. It's up to us, like whatever we want to do. And now we also have two option here, allow opportunity to move to any previous stage in pipeline or duplicate opportunities. So for now, I don't think we need to togal them on, let's togal them off and save action. So now, whenever someone books appointment, what happened, it will create an opportunity to that sales pipeline that appointment booked. And then I want a confirmation SMS. So we can just define here confirmation SMS. Like thanks. Thanks contact first name for booking call. So I'm going to put the specific information here just to show you how everything works. You can customize this as per your recommendation or you can use the template. Okay, save action. And now we can add wait wait two minute. And after 2 minutes, I want to send another SMS SMS one reminder. And we can mention here. Contact name. We have an appointment. We can use a custom value appointment, start at time. We can select the time zone here. Okay. We can also define meeting link. It can be a Zoom link or it can be a phone call, so we can just define meeting location. We have an appointment at this. Okay. So we just send them first total and now we can also put a weight here and define like before the before one day. And we can just say here before one day of the call or appointment before one day. Okay. Okay. I want to send a second reminder. We have an Agency This quick reminder. We have an appointment tomdel. And we can use the custom value to define the time. And we can also define the time zone here. Now, we can also use the email events. This is how automations works within the workflow for specific calendar. When some one books appointment, we can create actions like this and create the automations, and we can publish them. And there is another way, if I go back here and you can see if I click on great work flow again. You can see we already have some built in template. If I click on Slack hare, You can see we just need to add a fielder here and select that glander t orientation. And now you can see we have confirmation me everything is there already. And if we want to add another action here, like opportunity status, if we want to update the opportunity status, we can just add a action here. And here we can just select the pipeline, and we can select the pipeline stage, and we can update the status and we can save action. And we can also we can publish this and we can still use this for our clended automations. We just need to review all of these template e mails. You can see all of the custom value that should we need is already here, and we just need to update like meeting location is not right. We just need to update the meeting location here. We can select meeting location, and now it's good. So we just need to double check all the events and update this thing. So this is how the email automation works for specific lender. Thank you. See you next to. 18. How to Integrate Zoom to GHL : In this video, I will show you how we can integrate Zoom with the platform. So the first thing we have to do is we have to come into settings. And from settings, you can see if we have a tab here from the left menu like put five, pick on that. And now we can see integration section here. We have to just click on Correct. And it bring a pop up like this, and we have to allow this app and we have to click on Ahre. And once it is allowed, it will say our zoom is connected now here. And once Zoom is connected. The second thing we did to do in user availability section. So we have to update our meeting location. Whenever I have selected the zoom here and I'm going to update. So whenever any meeting any of my meeting booked in my calendar, what it will do it will automatically pick up my Zoom and use the dynamic link there for each appointments. And if we have calendars, we can also make sure Let's go back in free consultation added. And here, let's assign a user to this team clender we can see Zoom is connected here. So whenever someone books the appointment, what it will do, it will automatically assign a dynamic link to each appointment. So this was all about the Zoom integration with the platform. Okay. 19. How to create affiliate campaign : In this video, I'm going to show you how go high level affiliate Manager works. So we will learn everything that you need to set up your go high level affiliate manager and setup campaigns. So I have created a mindmap so I can show you how basically each works, so you can basically understand the concept of affiliate manager within go high level. So the first thing will be campaign. Uh, for campaign, we need a funnel with whom we have integrated a product for which product our affiliate will market that product and like promote that product, so they can get some bonuses, like affiliate payments, basically. Then we have Portal. So Portal is kind of like we can say Klein Portal. So client portal to set up our client portal, we need a custom doing. We need to set up brandings, and there will be like magic link that we can give our if they are having issues with logging the system. Then we have media. So media is kind of like branding kit, if we need if we want to set up any branding kit for our afflet manager, we can set up that in media. So these were the basic things. So now let's see and go high level like how this works. So now you can see. The first thing is we have campaign. So when I click campaign, So when we normally click campaign, it asks us to integrate stripe and apload affiliate or skip. So what I did in the right hand side, there should be a button which says skip. So we can just click on Skip and skip that. So the first thing that if we want to promote one of our campaign with our affiliate. We have to create that campaign. So I really showed you here that campaign works with funnel and products. So basically, to creating a campaign, first we have to do we have to set up a funnel. So I funnels, I have a temo funnel here. We can create a product page product page. And I can just create the step. I already attached that funnel with a tamo domain. So, you also need to connect our domain to that funnel. Scrate from blank. So let's use two step order form. Or maybe we can just chose one step, I guess. Let's hide the shipping details for now. We don't need Cotinu. Okay. So let's publish this page. So this is our Damo product page, you can customize this page, or it can be. I'm just going to show you the basic functionality, like how the affiliate system works. So publish, I, let's go back. So once our product page is set up, what we have to do we have to create a product, and we have to add that product to this lending page. So let's go into payments. Let's Let's create new product here. I'm going to name it like demo product. Save we have to define the payment like 20 bucks. Save. Once it's saved, let's go back to the site again. Landing page product page, and let's add that product. D S. Okay. Okay, so they are asking like, we need to integrate one payment integration like stripe or whatever. For now, there is I did not connect stripe yet. But in your case, you can integrate the stripe here, you can go in payments and you can click integrations, and you can connect one of your payment method. Okay. So that's the important part of setting up campaigns, like if you're going to run that in real time. Then once our product page is set up, what I will do, I will go back in marketing. I will go back in campaign. And I will click Add. So we have to name that campaign name. I can say affiliate. DHL affiliate Campaign. So we have to select funnel. Then product page, and the product is selected here. I'm going to grit next. And how what will be the percentage of the commission that you are going to pay to your clients. So I'm going to say 50. That's a one time product. We can just say 50 here. And we can also select the tire how many ties they can add for their aff. Let's skip that and let's finish this campaign. So I'm going to publish this now. So our campaign is published now. So now what I will do. Let's go back. And now, first thing is our campaign is created, and I'm not going to integrate stip, but in your case, you have to integrate the stip. Then I'm going to upload the affiliates. There's two ways to upload the affiliate. First way is We can upload our affiliates were going to import them from contacts. The second way is we can upload a CSV file, and other way we can just manually add them here. I'm going to manually add for now, add the test. And let's assign the campaign. And we can also define the company name here, and we can just click on next. So what we did that? What it will do? It will give us the magic link for the client can just click on this magic link and log into the client porter. For now, I'm going to just click on D. Okay. So now you can see we have added affiliate. And when we added affiliate, they will receive a e mail. So they will receive a e mail like this. You can begin. So they will they will receive the welcome campaign, the affiliates to whom we have added in our client portal. You can see to access the account, they can click on this link. So once they click on this link, it will take them to the affiliate portal or or we can just strictly use the magic link for now. So our affiliate login on that link, they will see this is their link. So they can just copy the link and they can paste that link in the browser. And when they paste that link, what it will do, they will be able to see that demo product. So let's say if I had at automation, we can skip this thing. Oh, no payment method available. So if we have any payment method here, so what it will do, it will and basically, I'm using the I'm using this affiliate link. So when someone submit this form, what it will do, it will generate a lead here, and it will generate their amount. Like we paid like if they paid like this affiliate, if affiliate, like let's say there's this heather is the basically affiliate promoter, like, basically a lead that we get from our affiliate. So what it will do it will add one lead here for our affiliate, and it will show the amount they paid and how much revenue they have generated. So in this way, they will be able to use the campaign. And in this way, they can utilize the campaign, And promote our campaigns to their leads, and they can generate that revenue. So that's the whole thing that how this thing works. And let me explain you about border and branding. So you can see, we have five option here. The first one was for our campaign, and the next is about affiliating. Here, we can manage our affiliates, and I showed you how I added the affiliate and how I assigned the campaign and how they can log in here and how they can share the links and track everything here. So we can also see the status of these specific affiliates. So here, we can also manage our payout thing here for our affiliates, then we have media. So in media, what we can do, we can basically create a folder for branding kit, and we can upload our logo and things or any documents that our affiliates needs to market our product, so they can just download that here. And then we have settings. So if we go here in settings. So I settings, basically, giving us some payout terms, affiliate welcome email template. If we want to create welcome if we don't want our email like this, if we want to ask if we want to customize our email, we can also go in marketing in e mails and templates, and create our own template and use that template here. And we can define the okiife here and also the poums and customization. If we want to change any of these menu name. We can just change it here. So these were some basic things. Then we have portal. This is basically our client portal. So About client portal, let's discuss that here. So you can find out your client portal in sites. So you can see we have client portal, and you also need to brand set up your white label domain for your client portal. So you can go in client portal. I have set up like AH, app client click up tot. So you can also type any of your subdomain here and you can click on custom domain. You can add a same record and a record and then update in your domain provider and then click Update Domain. So what it will do, when someone log in to client portal, it will give them this link. For now, It's not showing up here in email, but I can see that in my process. That's my client portal domain. And then we can also set up the brandings, we can set up portal name, portal description, like favicon or anything that we need. We can define the portal, sport, e mail, copyright, and everything and we can hit settings. And then we have advance in advance, if we need any custom coding or custom designing for our portal, we can also do that. And then so that was all about our portal. And this is how our affiliate will be able to see like this is dashboard. Then they will be able to see the leads and customers, then commissions, then media. The media was the folder that I showed you, like, they can go in media and they can download the document that they need. So this was basically the whole overview of GHL affiliate manager and how these everythings are links and how these everythings work. I hope this video is helpful. Let me know if you have any questions. 20. Recurring Workflows: In this video, we are going to discuss recurring workflow. So what I mean by recurring workflow, let's say, if you are going to do a client meeting every week, let's say you have a PAM and you normally do a tech call. We can say a tech call every week and you want to send notification every week to your new clients and your past clients, your recurring clients, we can say your recurring client with whom you're working, you want to send them a notification. How you can do that? What I mean by recurring workflow, let me show you here. Let's say I have added a trigger here at the top. You can see here, I have added a trigger contact tag like weekly tech call. And I want whenever I add that tag, that contact will be added here where I already defined the time, like wait for 1 minute, but resume resume on Friday 1:00 P.M. EST. So ESD is basically my account time, so 1:00 P.M. And what they will receive they will receive this text message. Hey contact name, just a quick reminder to join our weekly tech call tomorrow, sorry, I should say today at 1:00 P.M. ST, looking forward to discussing all the things tech with you. Okay? So what it will do what make its recurring vol flow. It's a go to action. So what go to action do go to go to save action. You can see we have a go to action, and we can select here a action where we send them back. So basically what you do when I add a new prospect at this tag, they will be added here on this action, and they will wait. Let's say if I add a test workflow and if I add heather, no we can add some Let's say if I add D. Let's add Dolly here and run test. So what it will do it will add the D in this workflow, you can see here, D is enrolled in this workflow, and the next execution will be happened for D on April 5, 2024 at 1:00 P.M. So what I defined here in this action, this action will trigger. So when the time will be Friday and 1:00 P.M. EST. So until that contact will be stay here at 1:00 P.M. EST, they will receive this text message. And after this text message, they will wait for five days and they will go back, go back to I can remove this five days, but this is optional. I just added that five days to make our workflow more efficient, there will be no ing itches. So, what it will do, go to action, put them back on this ad. So whenever we add what happened. So whenever we add contact the tag like weekly tech call. They will be added here, and this sequence, this automation, this text message will be recurring for every week. So it will make it a recurring workflow. So these automation will be in a loop and it will be a recurring process. So this is how we can create a recurring workflow or a workflow with a loop with a infinity loop, there is no thing that can stop this. I hope that makes sense, see you in next video. Thank you. 21. Membership Introduction: In this video, we are going to learn about membership area. We will learn how we can launch a course, how we can give the access of that course to our leads and or maybe they can be our clients and how they will get the certificates and how we can basically manage the course. So let's start from here. You can see We have dashboard, so we are in dashboard now where we will be able to see the stars of optan members, checkouts and sales. Then we have products. So products are basically your courses. We can create a product or we can import them from Kajabi. If we already have a Kajabi account, we can import our Kajabi course directly here. Let's start from scratch. Okay. So here, we have some template that we can use for our course. Let's start we can start from scratch. For now, I'm going to start we can select membership here, and we can name this course like membership test and great product. Okay. So once the template is loaded, you can see, that's our course modules like training module, additional content and resources. So this is how we can also create a new category here, and we can name it like wrap you can see, I just created a new category and we can add the lessons add lessons one. We can add a subcategory to these lessons also, this is the main module category wrap up and we can add sub category to that wrap up thing. We can also add the assessment. Let's say if we want our client to get the certificate, we want them to submit assignment or we want them to do a quiz, Let's say quiz. So you can see to pass the course, they have to. They have to answer the question. I can say single choice. Question one, add choice. Option one, Option two option three. We can change these options. For now, I can just market correct option and add question. And now we can add second question here. But now I'm going to save this Let me just relate question two and save this. Once it is saved, you can see we have a quiz now. We can also add assignment here assignment test one, save. You can see, we can upload a file here or we can just give the instruction here, our prospect or our clients can submit their assignment here. This is how we can create modules with lessons and with quiz and assignment. Once our course is created, we also have some menu here. So options let's discuss these if we click on detail, You can see we can change our course name here. We can put our course description here, and we can put our course image here. We also have a customization option. In customization option, we can define the instructor. We can define the instructor like their name, title, their image, and their bio, and we can also put our company logo here. Favicon, this is our membership favicon, or it can be our course favicon. We can also use our company favicon here. In advance, if we want to modify our membership order with some coding, we can also do that. Then we have customize. In customize, we have these three themes. We can select any of this theme to apply to our course. Then if I go back and offers. So once our course is created and if we want to offer this in free or we don't have any offer yet, but we will see in this offer menu tab, then we will discuss that. Then we have comments area. It's up to us if we want to allow comments to everyone like both or we don't want the comments. So it's up to us if we want to allow them to do comments or not. And then we have certificates. Let's say if I go back here in certificate, we can create a certificate. We can use a template. We can select any of these template, and we can define the course name here. Let's say membership course, Certificate acomoation membership course, connect name, this, this, and we can modify these and we can define here membership. Certificate. And we can save this. And then we can just go back. We can go back in our course and we can open our course and we can assign that certificate to this. So whenever someone completed our course course, they will be able to receive that certificate. Now if we go back in products and you can see if we have offer If we want to manage our course with the offer So in offers, we can define our title products and we can select type, and it can be free or it can be paid. So we have to define our course offer basically, and then we can just create this. And once it's created, we can publish this offer. We can also define the price if we want to have to connect we have to connect our payment method here. For now, I'm just going to save this. And we also have analytics, where we will be able to see the analytics, where our leads are doing, how the course progress they are doing, what's the assessment report, and what's the member analytics, revenue analytics? We can see all of these things. Then we also have settings. These settings are for membership area. We can define a custom site domain setup. We can define our site details. We can customize our email setting. Whenever we give someone course access, what email they will receive. For now, this will be a default template, but we can we can go back in marketing and email template. We can create a unique template for this, and we can also replace that here. This is how basically we can create cores, we can create offer and we can give this to our clients. Let's say if I go back and contact area, and here you can see, we have some different contacts. Let's say if I want to give this client, that's me, Heather. If I want myself to give access for that specific course. So what I will do, basically, I will go in offers at the bottom, and I will just select that course. Once I select membership offer, what it will do, it will send me a welcome default email. We're glad to have you here. This is your membership logins, user name and password and login here. So this is how basically we can launch a code. We can create a offerd and we can give access to our clients. I hope that makes sense. Thank you for watching this video. Okay. 22. Funnel Vs Website: H one. So in this video, we are going to discuss funnels and websites. So what's the main difference between funnel and website and why we will use funnel and at what point we will use website. So let's discuss that in detail. So the main difference between a funnel and website is their purpose and their structure. Okay. Website is a basically collection of web pages that offer detail about accompany like home page, page, contact page. But what's the difference between funnel. So funnel is basically a online pages that direct users or we can say visitors toward a certain objective, completing a purchase, subscribing to our newsletter or setting up an appointment. So ad pages and sales pages are the example of the funnel. Funnels basically funnels converting visitors into lead Let's see in this platform, and we also have some limited ability between funnel and website. Let's say, So this funnel is basically a example of appointment setting a page. So we go out the lead detail and lead will go on Clenderpage and as books the appointment. So this lead so this is basically a example of funnel, and funnel basically kind of follow up. Someone fill up the form. They will go on Clenerpage and they will go on Thank you page. Let me show you here. So funnel have a specific ability. Let's say if someone submit the form, funnel will give us option to move them on next page because funnel is basically in a chain and funnel are basically following each of the pages. So someone we got a lead we got a lead on captured page, and then if they fill up the form, they will go on appointment page. So basically forms and calendars, and these page. This is a chain. But website is not like that. Website is kind of for information. Let me show you funnel. Okay, so we have a survey here. So you can see in redirect action, We have option to go to next step. So go to next step mean it will go on next page, which is our appointment page. So we can after someone fill up the form or Svy, we can send them to a specific next step page, but we can't do this thing in website. So let's go back in websites. Okay. So let's go into website now. So I website, you can see, we have pages like home contact, Link in bio link tree page and AS page. So these are kind of collection of information. So this is what we can do in website. So if I if I added home page, and So let's say we have the two that's a column. If we expand that column and add a new form element here. You can see now if someone submit this form, we can't redirect them to any of other pages like contact page about a page or any other page. So basically, funnels are linked with each other. But website are not structure like that. Website specific we can link the website pages with menu navigation menu. But website, but we can't use the website for specific objective to convert our visitor into las that's the main difference between what's the capability of a funnel and what's the capability of website. So this is how this works. I hope this makes sense. Thank you. Okay. 23. Funnels: In this video, we are going to discuss about funnels. So basically, we use funnels to convert our visitor into lads. So funnel will help us to generate leads through our visitors. So here, in sites menu, you can see, we have funnels websites. So both the builder view of funnels and website is basically the same. The only difference is in structure of how these both works. I have a different video on this. What's the difference about funnel and website? Let's start from funnel. In funnel, you can see if I click on new funnel, we can create a funnel from scratch or we can select a template. In our case, I'm going to show you how we can use a template here. Let's continue here. We have different niches here. You can select financial here or health and wellness, whatever your nis is, select your nice and just select a type here. So I have selected the holistic wellness ps template here. We can click on continue here on the top, and we can add this template to our platform account. Once that template is added, We can add this template or we can create a new step. Let's add this template, and I will show you how the funnel builder basically works. Okay. Let's start from here. You can see from the left top. You can see we have add element icon, this icon. If I click on add element, we have a lot of these elements that we can add in our template. Let's say if I want. We also have different menus here. If I click on section here, I can add a section here on the top, you can see here, and then I can click on rows and I can select a column here. And then I can add an element. And if I go back in elements, and now I can add a headline here, and then I can drag that form element here, and we can use a form here. And then You can see we have Tage slider. We have all of these elements. We can use these to whatever we need and we can customize our web page. Then you can see we have second icon here about layers, and we can see we have two layers here. The main layer is page and then we have pop up. And you can see we don't have any pop up here, but in page, we have the sections. And then we have pages. So for this specific funnel, we have two step pages, so we can see these pages here. And if we go back to the second page, we can just click on Thank you con page. It will take us to that page, and it's asking us to leave. I'm going to cancel that out, but we can google between these pages by clicking here. We have tracking code icon. If we need to put hydra tracking code and photo tracking code, we can put here. Then we have custom CSS. If we want to customize any element of any leen row or any column or row of the funnel, we can use the CSS here and customize them. We have typography. If we want to define the global typography for this specific step, we can define here. Then we have background. We can define the background of that specific funnel. Let's say, if I go back and a background color, I can select yarrow. So that yellow color will be selected for all of this funnel page. And then we have pop. If you want to add a pop up, we can add a row, we can rack a column here, We can drag the form, and here we can select that pop form. So this is how we can create a pop in a funnel. And then we have Ao matter data. So we can also update our ACO here, we can update the content, what will be the title and description for this specific page, what will be the keyword? What will be the author name? What will be the social image for this specific page when we share the link with someone. What will the specific tax and links? What will the language. So we can define all of these things. So this will help us to rank our page on Google. And then if we want pre custom code, we can click here. Then we have cookie consent. We can also enable or disable this. And this icon is we can preview our funnel is in auto mode or two column mode. You can see that's the two column mode where we will see in right hand column, we will see the features or we can say details of these element. If I go back to Auto, it will take us to the one column where we will review the page. So then we have Daxtomd and mobile mode. Let's say if I want to customize this funnel in mobile mode, we can just click on this icon and customize that. So we also have virgins. Let's say if I save this, and if I go back to the last ergon before saving this, we can click on Virgins, and And we can select that last version where we have loaded the template, where we did not add this first yellow section with the form. So you can see, that's our first version one. If I click on restored version. So what it will do, it will take me to the basic template when I loaded the template, what it was. I will remove the lost version where I made that date. Okay. I we want to update anything for existing template, we can select this element. And in the left hand side, you can see, we have image option. We can update the image here file logo or we can update the size of that logo. And if we want to update this element, we can just strictly customize this. We can make it bold or we can we can update this content. So this is kind of a word document. If we want to update any of these content, we can just directly make changes here. So this is super easy to use. And let's say if we want to change the color of this whole section, we can select this section and we can change it here. If we want to change this image, we can select from the right hand side on this image icon, and we can create an image using AI or we can just directly update it from our meterpy. This was the quick overview about the fun builder and how we can use a template and update that. 24. How to integrate domain to website: This video, we are going to learn how we can integrate a domain with our funnel or website. Let's say we have a funnel here. The process is the same for funnel and website. Let's see how we can integrate our domain with that specific funnel pages. Let's click on settings, and here you can see we have domain. I already have this specific domain, but I want to add another domain. Let's add new domain. Okay. So take us to the domain menu, and here you can see we can we have add icon and we can click Add. Okay Let's type the domain name here, quick assist.com. Okay. Okay, so there is two process to add our domain. Once a manual process, and second is R process. In Art process, we need to log in to our domain provider in the same tab, and once we have log in, we have to click continue. Let me show you To process. Let's click on continue. What it will do, it will find the provider. It will set that records, and then it will ask us to give authorize that domain. Once we authorize the domain, it will add the records automatically in our code I account. So it's asking us to connect to add A and C name records in that specific domain. So I'm going to just say connect. So once I click on connect, what it will do. So now you can see if we go back here. It's authorizing and our domain will be connected here in a few seconds. Now, our domain is connected. It's asking us to link a domain with any funnel. We have a website and we have a funnel. Landing page template is a funnel and live coaching appointment is kind of I guess website. So we can connect it to any of these funnel and website we want. It's asking her to select default funnel steps, which means whenever someone Q it will take them to that specific page. I'm going to just select that landing page and link domain Okay. Now if we go back and if we go back in sites, and now you can see our funnel is connected with that specific to me. You can see if we want to publish, if we want to change this URL, let's say if I want to say homepage or anything, we can write it in small letters, by the way. Okay. So you can see we can also change our URLs. And let's go back in setting. Let me show you the manual step now. Let's say if I want to add a subdomain. This is root domain, and that's the subdomain. Let's say if I want to add go quick product com how I can manually do that. Let let's do this. Click add. Let me type. If I want to add it Auto, we just need to click continue and it will ask some permission that we did ready. Let's do this manually. Let's click on a record manually. And now he's asking to verify these records. So what I will do now, I will open my domain provider and add these records. Okay, so now I'm in my domain provider, so you can see it's quick assist pro.com. So what I will do, I will click on managed domain. I will click on DNS here. And I will add new record here, and I will select C name because you can see he's asking us that a record type is sname and the name is C. I name we have to paste in the record value, we have to copy this and paste it into the value, and we can select the TTL 1 hour or it does not matter if we select half hours. I'm going to click on save here. Okay. So once you save, we have to go back here and click on verify records. Okay, so now you can see our domain is connected. Now he's asking us link this domain refunded. What I will do, I'm going to connect this website with Home page and click Link Domain. Okay. Now you can see if we go back in sites and if I click on websites. And here you can see our domain, if I click on settings, our domain is connected. Our subdomain is basically connected with that specific website. This is how you can add domain subdomain with your website. That was a super easy process. I hope that will make sense. Thank you. Okay. 25. Adding One Time Products to Your Funnels: In this video, we are going to discuss how we can add one time product to the funnel. The first we have, if it's a one time product, we have to go into payments, and we have to click on products and we have to create a product here. Let's say test one time product. And we can define the amount and we can save this. Once you save, let's click back and go back to sites and we can go back to any of these funnel and we can create a new checkout page, we can say payment page we can define the path payment page and we can create funnel step. Create from blank. Here, we can add a row and we can add two columns, and in one column, we can add a image about the product and now here, we can add a headline, and we can add one step order form here. Here you can see, we can We can select that one step order, and in advance, we can turn off that Copen thing first, by the way, disable the Cardboard price information. We can give the price information. We can disable the Copen thing. We can also add some bullet points. Under this image. And we can select the content spacing from left. Okay. Now, you can see our checkout page is added here. So once our checkout page is created, What we have to do we have to go back. What we did now, we have created a one time product, and then we have created a checkout page. When our checkout page payment page is created, we can click on products and we can add a product here and we can select our one time product and we can save this here and now we can go back and we can prove this page. Now you can see our one time product is added. You're seeing no payment method available here because my stripe is not connected yet. But if your stipe is connected, there will be no issues, it will be open for payment. If your stripe is not connected, you can go back and payments, you can click on indications, and you can connect your stripe here. Thank you. 26. Adding a Subscription Product: In this video, we will learn how we can create a subscription product and how we can use that on our checkout page. The first thing we have to do is I have to go in payments, and then we have to select products here. And here you can see we have to create a product here. And let's say I'm going to say like premium plan. And I'm going to define the type here, the type here is occurring, and let's say ten bucks per month. I'm going to the billing period will be the monthly. We can also select weekly or yearly. So I'm going to select that monthly and the number of days. If we are going to give any trial for now, I'm not giving them a trial or these payment will be unlimited until they cancel the subscription. So there is no limit for number of payments and there is no set of fee let's save this for now. Once it's saved, let's go back in sites In sites, we can see in this funnel we can add our payment page and we can click on product and we can add our premium plan and we can add our recurring product here. This is how we can create a subscription product, and this is how we can add that into our specific funnel. Okay. 27. Form & Survey Creation: In this video, we are going to learn how we can create survey and forms and how we can add them in our funnel or website. So let's go insides. And here you can see we have builder forms and survey options here. And let me explain. So this is builder, where we will build that for analyzed portion, we will analyze how many submissions we got, and in submission we will see how many submissions we got. So let's start from builder. Okay. So I'm going to click on Add a Form. So there is two ways we can choose a template and start customizing that or we can start from scratch. Let me show you the scratch process first. The first thing that I will say, we can start from customizing the name. Let's say test form one. And here you can see we already have some default field here first name, last name, email phone. What I'm going to do let's say if I want to add a new field, let's say address city, state, country postal code. We can just drag them here in this form. This is how basically we can build a form, and here you can see we have terms and condition thing. If you click on button here, we can customize the button name like submit, if you click on this icon from the right hand side, you can see we have style and options. Here you can see we can line the form. Like this, or we can unline let's in line for now and we can show the labels or not. So let's keep them off. Then we have background. Let's keep the background like we can keep it like half white kind of thing. Okay. And we can also customize. I'm going to put the border for zero, but we can also if we want to put a border, we can also put a border here, so I'm going to put zero for now. We can also the border type. We have border radius. If this is basically the form radius, form coal radius. I want that form to be radius, so you can see this is kind of radius now. And we can increase the d, but I would recommend the default. But if you want to create this, you can customize it here. We have pending. I'm going to make the padding zero for now, so we have to make it zero. I will keep left and right pending as 40, but for top and bottom, I will keep it like zero, zero. And then we have shadow. We have field style. If we want these field background, let's say, as black, as ing color that we want, we can do that also here. We can change the fun color in the field. And skip it white. And we can also increase the field border size. I'm going to keep it zero. And we can also do the same things with that. And we can increase the padding, we can decrease the pending or we can increase the left right pending. Then we have shadow. We can also increase the color and we can spread that shadow like this or two, we can select vertically or horizontally, how we want. This is how we can give a shadow to field of a form. Let's keep them zero for now. This is lab. I already turned off the label, but we can also customize the label color. If I go back here on top and show the labels, and if I come here and choose the color, you can see labor color is customized, and we can also select any fund, and we can select the size and weight, let's increase the weight to 800. This is how we can customize the label. We have short labels. Then we have placeholder. Placeholder is in this thing. If I want to change the color of placeholder, we can do that. And then if we want to do some customization through CSS. We can also do that. We can also upload a background image to that whole form. But for now, what I'm going to do, I'm going to turn off labels because I don't like them for now. It's not looking right, but we can also change the settings, by the way. So we can also add a header image if we want to add a logo on the top heading, we can We can turn on and off the agency branding. For now, we don't need to do that. We also have themes. We can use any of these themes and apply this on our form. You can see this is customized now. In option, the first thing is form name. We can customize the form name here. On submit, what will be the message will be showed to them, who is submitting the form, so we can customize that here or we can just redirect them to a specific URL. So now, I'm going to select message. And then we can also customize this message fund, color, size, everything. We can also add a Facebook pixel ID to this specific form, this form submitted, it will trigger a specific pixel ID, and then we have pixel events. If we want to trigger a specific pixel event, we will add that pixel ID here, then whenever that thing happened, a new new event will trigger in our picture ID. We can turn on and turn off the sticky contact. We can turn on turn off the GDPR compliment form thing. We can enable or disable the time zone also. This is all about forms. So let's save it for now. Okay. If I go back again here, we can also select a template here and we can use a template also. So I'm going to add this template and let's click on continue. Okay. And I will name it like we can click an option and rename it like template from one and we can select message here by the way, and we can hit save on the top. This is how we can create a form from scratch or we can create a form from any template. We can still customize that template thing. Now let's see how we can analyze them. We don't have any submission yet, so there is no record for. Let's see if I go back and if I Share this form. Oh, if I go here and if I pre this form. And if I submit this form, let's say, have there. So if we go back now and if I click on Ns. Now we can see we got one submission in that specific form. So in this way, if we have data submission of all forms, we will be able to see how many submission we got from that specific form, which form from which form we are getting so many submissions. So we will be able to track that, and then we have submissions. So whatever someone submits, we will be able to see their name and whatever field they have submitted, we will be able to track them. So we can also track their time zone. Okay. So this was all about forms. Now let's see surveys. Survey same. They have analyzed the summation and builder. Let's see the builder, and let's add a survey. We can also we can also create the survey from scratch or we can use that template. For now, we're going to create a survey from scratch. Now, let's start from survey. First thing that I will do, I will just I'll just rename this. I can say survey test survey. The basic settings are same with survey and form. The only settings that we need to now here, there are a few specific things like disqualify immediately. Whenever if we want to someone, if they did not answer correctly, we can disqualify them immediately or we can disqualify them after submy. We can select that thing, and then we have some survey settings here. One question at a time. And disable auto notification. So let's understand these two things also. We have sticky contacts. You know what is sticky contact like whenever submit the form, someone submit the form, and if they have submitted the details like once, they did not need to submit their own personal information again and again. So it will be automatically failed. One question at a time, and let's keep it enable for now like nification scald top and if we turn on this, the survey will scald top on the next slide. This tonification is the survey will not automatically go to next slide. If someone selected a specific radio option, Uh, if we enable this like it's enabled right now, it will automatically go back to next question. But if we disable this, they have to click on next every time. So I will show you also that. Let's test this survey. So we're going to create the survey from beginning. So full name, email, and now, I'm going to create a custom field here. Let's say add, Let's say we can select a radio icon and we can just define. We can define the field name how what's your annually menu. So we can select a group, and I'm going to give option like greater than 50,000 or we can just say like 50 or we can just say like 15250 or we can say like above 1 million. So I can just put question mark here and save this. So what I'm going to do now Let me our new field is not showing up here. What we need to do. I'm going to save this, and I'm going to refresh this page. So sometimes it will take some time to take new custom's wh when we create a new custom, we have to add them, and then we have to save that survey form then we have to refresh the page. Now we can see. Five more. What's your annually revenue. Let's select it here. So I'm going to show you what's the sticky contact thing and what's the navigation. Let's save this. So let me show you first here. You can see one question at a time is enabled, sticky contact is enabled, and to navigation is disabled for now. So let's go in preview. You can see, I already fill out this form. So this form I already submitted any other survey. Now this survey is showing up my name here, like this call sticky contact. And now, if I click next. So if I select 5,000, it automatically auto navigation thing was enabled. So it automatically go on next survey page. But what if I disable this, save this and if I refresh the form. Next, I have selected this option. It's not going up to next question. We have to manually click on next, and we will go back to this e mail thing. This is how this thing works. We have understand how one question at a time works, how sticky context works, how disable auto navigation works. These are the most important thing you need to know when you're creating a survey. So this was all about how we can create survey and how we can create forms. Now, let me show you how we can add them to our specific fun websites. So I already told you like funnel and website works same, but let me show you how we can add our survey and forms to a specific page. Let's say we already have a learning page, and I'm going to add this. And here you can see, I'm going to add a new section. And we can add a column. I'm going to add a new element, and I'm going to add a new form element here. It's asking us to select a form. I'm going to select our test form one. You can see this was our test form one. Now if I click on a element, and I can select survey here, and we can select our test survey. Now you can see, This is how we can add new form and new survey on a funnel website, then we can just hit Save and we can preview this. Okay. So I hope this all makes sense. Thank you for watching this video. Okay. 28. Creating and editing calendars: In this video, we are going to learn about calendars. Basically, we will use Clender for managing our different events that are happening with our prospect and clients. So if our Google calendar is connected, and all of the events that we already have on our Google Clendar will be show up here. If I go back here in my Google Clendar I open my calendar here, and let's say if I'm going to block my Tuesday, log. And if I save this and if I go back to platform and if I refresh this. So now you can see here my Tuesday is also blocked here because my platform calendar was integrated with Google Clender. So if any of our events are on our Google Clender they will show up here. So in calendars, the first tap that we'll see is Clender we will see all of our combine ement here. And then if I go back in appointments in appointments, basically, we will see all of our appointments, and the name, their status, their request time date added Clinder name and appointment honor. And then if I go back and calendars, that's the main area, where we will manage our calendars and group. So let's start from Clinder if I click on create Clinder I'm going to create a Round Robin calendar. So we have different types of calendar. So we have service calendar, simple calendar, round Robin calendar, class booking and collective booking. So mostly that we will use for our business. It will be round Robin around Robin Clender. So it will be for our inside calls, our client inside call interviews or any troubleshooting calls. So let's select this type. And here we can define a name like 45 minute inside call. And we have to assign the team member here, and then we can just type our slug. What will be slug of our calender? And let's say this. Let's define the time to 45 minutes. And we can set the availability time of our calender 1:00 P.M. And then confirm. Once I confirm that, we will be able to see this calender here. You can see we have 45 minutes inside calendar. So our calendar is created. Now if I added this, so you can see we can add our calendar logo here. We can add the description. We can add that calendar to a specific group. We will also see what's the group is, and then we can also define the meeting detail, like 40 minute 40 minute meeting. And here in automation crew and team members, we can also select our meeting location, and then we can select our event color here. Then if I save this, We can define our availability in detail here. And we can also add any specific hours. We can define our meeting interval. We can define our minimum scheduling notice. Let's say if this calendar is open from Monday to Friday and today is let's say Monday. So if I won it's Monday 10:00 A.M. Right now. And if I watch someone to book a call before 30 minutes, then I will define my define my minimum scaling in notice to like maybe zero. So no one like if I'm free at 11:00 A.M. And the time is right now it is 10:00 A.M. So they will be able to book a call right now with me. We can also define the date range like for how many date range we want to show up on our relendars. Okay. And we can also define the maximum booking per day, maximum booking per slot, it should be one. But if you're handling multiple appointments at a time, you can select two. We can also define the pre buffer time post buffer time of the meeting, and then we can hit save. Now if we want any customized questions before before our call, so we can create a form and we can integrate that form here. So our prospect or our clients can answer before hopping on the call. Then we have notification and additional options. We can turn on the notification for assigned user contacts, or if there are any additional e mail, we can also add that. We can allow Google lender to send invitations. In customization, we can select the calendar cover image. We can select the git style. We can define our primary colors here, and we can put our custom code here if we want, and we can allow them to if there is any more members than us, then we can also allow the staff selection so they can select with whom they want to meet if this is a team calendar. So we have created a 14 minute inside call, and we also have a 13 minute orientation calendar. So I'm going to create a group. So what the meaning of the group? So let's say, if I so let's say if I want to create different grander for my prospects and for for my clients, so I will create two different Okay. I will create two different groups, one for my prospect and one for my clients. So let's say if I want to duplicate this calendar, and let's create a 15 minute inside call and let's save it for now without changes. And let's duplicate this again and let's create a 15 minute client care. We can also change the time here in availability, by the way. Meeting duration will be 15, we can save this. So that's the whole process is demo, so I'm just going to show you how we can understand the basic of linder and group. So let's define the groups now. So if I go in prospect, if I added that or we have what we have to do, we have to go back in site call and we can define the group here and we can just save this. Okay. Okay. And now we can do same with 15 45 minute inside call and save this. Now if I go back in groups and if I click on these three torts and copy the sketching link. So here you can see, we have a prospect group. So we can give this specific link to our clients. So our prospect, so they can decide how many minutes they want to meet us. By the way we can update this 45 minutes to 15. So how many minutes they want to meet us like 15, 45, 30. If we want to give them option. So in this type of clinders we create a specific calender, then we assign a specific group to them. So in this way, we can differentiate like appointment types within the prospect clients or any other types of leads. So this was the basic introduction of the calenders and growth and how we can manage the clinder and how we can update our minimum scheduling voters, our buffer time, our availability and everything. I hope that makes sense. Thank you. Okay. 29. Sync GHL Calenar & Google Calendar: In this video, we are going to learn how we can integrate our Google calendar with our platform account. We have to click on setting at the bottom here. And now we have to select integration menu. Now we can see we have an option here. Sign Google, we have to click on there. Now it's asking us to choose an account. If I have multiple account, we can select the account that we want to indegate with our plate pm for now. I have one account and I need to integrate this one, so I'm just going to select this one. So once we have selected is asking sign in to lead connector, so continue this. And now it's asking us like lead connected with access these things. So we are going to simply allow this. Okay. It will take a few seconds to load fresh data. And now you can see asking like we don't have any business account. So if we already have and if we connect that, there will be a drop down, we can select the dropdown and if we want to connect our Google My Business account, we can. If we do part, we can just close here. So now you can see our Google account is connected. Now we have to go back in MPfile here, you can see we have calender configuration, and you have to click on AD and you have to choose this calender here, and you have to hit save. Okay. So this was the simple process like how we can integrate our google lender with our plateform calendars. So this is how these things works. I hope this makes sense. Thank you.