GoHighLevel Setup-How to Configure Your CRM14 min read

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GoHighLevel Setup – How to Configure Your CRM, Booking System and Form Builder

gohighlevel setup

In this GoHighLevel setup article, we will cover the basic configuration of your CRM, booking system and Form builder. You will also find tips for integrating other components of the software, such as an email builder. Listed below are some of the key features that you will want to incorporate into your GoHighLevel setup. If you haven’t yet, I highly recommend that you read the previous articles to get a feel for how these tools work.


If you are a marketing agency, you will likely want to make the most of the Go High Level CRM setup. The agency account includes super admin settings, CRM colors, and API integrations. The client sub-accounts contain a customised solution for multiple clients. You can switch between the client and agency view and make changes to the settings on the client side. A quick overview of all CRM builds can be found on the agency dashboard.

The CRM dashboard is relatively uncluttered, which is a plus for the HighLevel CRM system. The dashboard, while functional, can easily get cluttered. However, the CRM does require that you connect a Twilio account to receive texts or phone calls. This is possible through the integration with Twilio. You can sign up for a free account with Twilio to get started. Then you can add your Twilio account to use with HighLevel CRM.

HighLevel is an innovative CRM that enables you to automate SMS and voice calls for your marketing campaign. You can also set up automated follow-up sequences for these marketing campaigns. Highlevel also has a chat function, so you can use it to communicate with your customers and clients. Whether you need a simple reminder or a more complicated follow-up, Highlevel can help you reach your goal. And HighLevel is a highly intuitive CRM. It will help you take your marketing automation to the next level.

Once you’ve created your funnel, you can install the HighLevel live chat widget. Just copy the code from the support documentation and paste it into the body of your funnel. From there, you can track both leads and calls. This integration is also useful for automating Facebook messenger ads and two-way messages. You’ll be glad you did. The high-quality chat widget makes the HighLevel CRM setup easy. If you’re using this CRM in your marketing campaign, you can make it more powerful by integrating the two features with each other.

GoHighLevel is available in a white-labeled mobile application and as a custom zap in Zapier. The agency package starts at $297/mo and offers full access to the platform. You can try a 14-day free trial before you buy. In addition, you can customize the design of the mobile app according to your needs. You can even hide some sections in the mobile version. This makes GoHighLevel a good choice for agencies.

Form builder

If you are looking for a way to easily create and customize your form, then the GoHighlevel form builder is your best choice. Not only can you customize the form, but you can also use custom fields and CSS to personalize your customer’s experience and drive conversion. Once you’ve created your form, you can integrate it into your website and automate your workflow. Whether you’re creating membership programs or online courses, the GoHighlevel form builder will help you achieve your goals.

If you are building a form, you can choose to add a code field. To see a preview of your form, save the HTML block you’re working on. Alternatively, you can save the entire form. In either case, you can preview the changes before launching your form. If you’d like to customize your form with a different field, select that option when creating your form. Then, you can add a label and code to your form.

GoHighLevel is an all-in-one marketing solution. It comprises various marketing tools, including a CRM, funnel builder, email marketing automation, SMS automation, appointment system, booking system, and membership site for course creators. It can even replace HubSpot, ActiveCampaign, ClickFunnels, and Kajabi. While GoHighLevel is an excellent marketing solution, it’s not without its drawbacks.

Whether you need to send a newsletter to your list or email subscribers, the GoHighlevel form builder makes it easy. It comes with five pre-designed email templates and a drag and drop editor that allows you to design your email. The email builder can be customized with code or with a visual editor. GoHighlevel even allows you to edit the footer and customize it using advanced settings. Unlike most other form builders, GoHighlevel is easy to use, and is a great choice for beginners.

Email builder

GoHighLevel is a great tool for designing an email marketing campaign. You can choose from five pre-designed templates, customize the email body, add your own logo, or even code the footer. It is easy to use and includes advanced settings. You can also schedule email campaigns, preview your emails, and send test messages. Here’s how to get started:

Once you’ve chosen a template, you can add a message, image, or other content to the email. High Level also offers a global file manager, so you only need to upload images once. You can also create landing pages and websites with Go Highlevel and duplicate them for new clients. And you can even build multi-page websites! It’s easy to get started and create a beautiful website. The best part? It’s free!

If you’re serious about running an email marketing campaign, you should consider Go High Level’s suite of email design services. The company also integrates with social media platforms, making it easy to manage marketing campaigns and craft effective email newsletters. Once you’ve set up your account and are ready to launch your first email campaign, you can easily create unlimited email templates and save them to your library for future use. Go High Level offers a variety of email marketing services, including GoSocialize and GoHighMail.

Once you’ve configured the dashboard, you can start sending emails. If your subscribers don’t open your email, you can send them an email redirecting them to your dashboard. GoHighLevel has a variety of features, so it’s a great choice for beginners. Getting started with this software can be confusing, but it’s easy enough for beginners. You’ll be able to customize your email builder easily and quickly, so you’ll be up and running in no time.

HighLevel also helps you organize your leads by funnel, and tracks their conversation history. You can connect your HighLevel contacts to unlimited platforms, including Facebook ads, online surveys, and website landing pages. In addition to email builder functionality, it also allows you to send broadcast messages and promotional emails. It also has webhook and Wait Steps integrations for connecting with other services and apps. It also offers comprehensive reporting. If you have an email marketing campaign, it’s a must-have.

Booking system

The Gohighlevel booking system is a powerful tool for busy professionals, enabling them to easily manage their calendar and accept appointments from their clients. It integrates seamlessly with any funnel, allowing prospects to book consultations and book services at the click of a button. In addition to booking appointments, the system also includes a Scheduling dashboard, which automatically reflects any bookings on the funnel. You can view the calendar at any time, so you can see if you have too many open appointments.

If you want to offer a wide range of services, such as a membership program or online course, you can create a customized calendar for each. Then, once you have your calendar set up, you can synchronize it with different services and sales staff. The calendars and payments are both fully integrated with the booking system. HighLevel can even synchronize with your personal Google calendar. All the information you need to keep track of your clients is available in one place.

GoHighLevel Setup – How to Set Up a Website Using Extendly and Twilio

gohighlevel setup

When you set up GoHighLevel, you will want to keep in mind that a poorly built website can ruin your marketing efforts. This article will discuss how to set up a website using Extendly, as well as how to integrate Twilio. It will also cover email marketing and Reputation management. These are all important aspects of marketing your business. With these in mind, you will be on your way to building a profitable website in no time.


You can manage your Go High Level campaigns from any mobile device. You can track leads, manage accounts and more with ease. The responsive design of the platform makes it easy to use on any device. You can also find insights into the performance of your campaign and improve it accordingly. Listed below are some of the benefits of using Go High Level. These features make the platform a must-have for digital marketers. And don’t forget to check out the free trial to see how it compares to other marketing tools.

First and foremost, GoHighLevel gives you the power to create and manage successful campaigns. It is a powerful marketing tool that allows you to connect with your target audience. The platform has all the tools you need to build high-performing campaigns. GoHighLevel allows you to measure the results of your marketing efforts and segment your audience. Hence, you can create your campaigns based on this information. The campaign building process is facilitated by GoHighLevel’s analytics.

Next, you can create your email campaigns through Go HighLevel’s email builder. This drag-and-drop feature enables you to design a unique email for your subscribers. Moreover, you can also use Go HighLevel’s email automation feature to create a recurring schedule for your emails. It is easy to integrate Go HighLevel with ClickFunnels and can use one tool for the other. These two marketing tools offer similar features, but one has a lot more features and is more user-friendly.

Another useful feature of Go High Level is its SMS marketing. It replaces SendInBlue and Podium. In addition to this, it is a great platform for digital marketers, affiliates and digital products. It helps you scale your business by allowing you to manage everything in one place. It also eliminates the need for multiple platforms, which makes it easier for you to work on your marketing campaign. The platform is user-friendly and easy to use, and the instructions are easy to follow.

If you’re looking for a marketing automation solution, you’ve come to the right place. Go High Level gives you complete control over your clients and makes it easy to convert leads. In addition to this, it has a built-in CRM that helps you manage your clients. It is especially designed for B2B companies that require a high-touch sales process. However, it can compete well with other marketing automation platforms, such as HubSpot.

Twilio integration

If you’re planning to integrate your website with Twilio, the first step is to sign up for HighLevel. It’s free and gives you 100 Twilio credits to start. You’ll then be able to automatically set up Twilio sub-accounts for your clients. Once this step is completed, you can add Twilio to HighLevel and you’re all set!

Once you’ve signed up for an account, you can begin using Twilio’s texting features. You’ll need to enter your API key into the platform. It will allow you to activate unlimited messages. It will also allow you to automate tasks with a click of a button. After that, you’ll need to set up the application to use Twilio. If you’ve never used Twilio before, you should sign up for a free trial to get started.

Integrately is a great way to automate your workflow by connecting Twilio and LeadConnector with no code. Unlike other integration services, Integrately provides easy-to-use templates that help you integrate Twilio and LeadConnector without a learning curve. With LeadConnector, you can create sales-ready leads that convert into customers with artificial intelligence and automated nurtures.

While GoHighLevel does offer many features that other CRMs do not, its minimalist UI makes it a great choice for any business that wants to connect with Twilio. By allowing your HighLevel account to connect with your Twilio service, you’ll be able to take advantage of Twilio’s powerful SMS feature and send text messages to your clients. Using the text message API, you’ll be able to send SMS messages and collect data from both services.

Email marketing

If you are interested in learning how to set up email marketing, you may be surprised by how easy it is. There is no need to spend hours creating an email template or ad, as GoHighLevel provides a step-by-step guide for every stage of the email marketing process. The service also offers a 14-day free trial. GoHighLevel also allows you to customize the layout of your email campaigns, including the creation of folders and custom domains.

High Level Email features include email builder and drag and drop editor. Using these tools, you can create an email template, create an email campaign, and set the mail id of the recipient. You can preview and send test emails as well as schedule recurring emails. You can customize the email templates by choosing from a variety of industry-standard templates. You can also customize templates to suit your business’s needs.

Another useful feature is its white-label agency app. You can download it from the app store. Every agency account also comes with a white-label Zapier account, which hides the platform name from the recipient. Additionally, every agency account comes with an API that connects to hundreds of other platforms. Custom integrations can be created by using the API. Unlike some other email marketing tools, GoHighLevel offers white-label apps for agencies.

Go High Level offers several email design services that make it easy to create a professional-looking email. The platform also integrates with social media, which makes it easy to manage marketing campaigns and craft engaging email newsletters. You will find that Go High Level is much more affordable than MailChimp, so you can easily get started without any experience. So, what are you waiting for? Sign up today and start growing your business!

After setting up your account, you can start creating your first campaign. You can create a free account and customize your forms. A/B testing is also simple and easy. If you’re not sure about whether you’ll like GoHighLevel, try their 14-day free trial. You can use this software to track your email marketing success, and test it for 14 days before committing to a subscription. It’s definitely worth checking out.

Reputation management

The GoHighLevel Reputation Management feature allows you to monitor and manage your reputation online. Knowing how others view you can lead to more sales and wealth. The program allows you to improve your reputation for better customer service and more success. Below are some of the reasons you should use this tool. We hope you enjoy it! Continue reading to learn more about this powerful reputation management tool! And be sure to check back soon for more updates! After all, reputation is everything.

One of the best things about HighLevel Reputation Management is its easy to use interface. It makes it easy to create reviews, sends out demand emails, and integrates with your invoicing software. It also tracks online reviews and keeps track of negative sentiment. The official Facebook support group is extremely active and engaging. The company’s support team is also excellent. If you have any questions, you can visit their Facebook support site for more help.

Another feature of the GoHighLevel calendar is its ability to automate marketing messages. It has the ability to connect to Google Analytics, Facebook, GMB Listings, Quickbooks, Stripe, voicemail, and more. It also has a reputation manager and calendar for a number of different applications. In addition to reputation management, it also has features such as a social media marketing platform, a booking calendar, and a form builder. With these tools, you’ll be able to effectively manage your brand’s reputation and stay in control of it.

While GoHighLevel is not for everyone, it is a great choice for marketing agencies and small businesses with high-touch sales processes. With a robust CRM, it helps you manage contacts, create marketing campaigns, track sales pipeline, and generate more leads than you ever imagined. GoHighLevel also integrates with SMS marketing and WordPress. If you’re looking for a reputation management system that works, this is the perfect tool for you.


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