TABLE OF CONTENTS Introduction Why Use This? Step-by-Step Guide to Configuring Auto Follow-Up Step 1: Navigate to the Bot Goals Tab Step 2: View and Enable Predefined Scenarios Example: Step 3: Customize the Follow-Up Message and Trigger Workflows Step 4: Set Active Working Hours (Optional) Dynamic Channel Switching Step 5:…
TABLE OF CONTENTS Overview How to Export Zone Files from Registrars GoDaddy Cloudflare Namecheap IONOS Overview When transferring your domain, it’s critical to ensure that your DNS records are preserved. One of the most accurate ways to do this is by uploading a DNS Zone File exported from your current…
TABLE OF CONTENTS Overview What Happens During This Step Login into your current registrar Disable DNSSEC and Whois Privacy Steps (General Instructions): 1. GoDaddy 2. NameCheap 3. IONOS Unlock Domain & Get Authorization Code General Instructions: 1. GoDaddy 2. Namecheap 3. IONOS Transfer Processing & Payment FAQS Next Steps /…
TABLE OF CONTENTS Overview: Review DNS records Need to review DNS records Step 1: Retrieving DNS records Upload DNS Zone File GoDaddy NameCheap IONOS Domain Exports Auto Scan DNS Records Step 2: Reviewing DNS Records FAQs Next Steps / Related Articles Overview: Review DNS records Once a domain has passed…
Pipelines are an essential feature in GoHighLevel that streamline and automate various processes within your business workflows. They enable you to create structured sequences of actions that guide leads or customers through predefined steps, ensuring efficient communication and consistent engagement. Pipelines can be accessed through: Sub account > Opportunities >…
TABLE OF CONTENTS Overview: What Is a Domain? What are DNS Records? What You Can Do with Domains on Our Platform Before You Get Started Buying a Domain: Where to Start Centralized Domain Management What You Can Do Manage Domains Root Domain vs Subdomain vs WWW Root Domain Subdomain WWW…
TABLE OF CONTENTS Overview: What is Domain Transfer In? Domain Transfer Process Overview Eligibility Check Next Steps / Related Articles Overview: What is Domain Transfer In? The Domain Transfer In feature allows users to transfer their domain name from an external registrar (such as GoDaddy, Namecheap, etc.) to our platform. Once transferred,…
TABLE OF CONTENTS Introduction Why Use This? Step-by-Step Guide to Configuring Auto Follow-Up Step 1: Navigate to the Bot Goals Tab Step 2: View and Enable Predefined Scenarios Example: Step 3: Customize the Follow-Up Message and Trigger Workflows Step 4: Set Active Working Hours (Optional) Dynamic Channel Switching Step 5:…
Introduction Welcome to our new Guided form based setup Guided Form Bot for Conversation AIIntroducing our latest innovation in Conversation AI—a Guided Form Bot that makes bot setup faster, easier, and more precise than ever before! The Guided Form Bot is a new setup experience within Conversation AI that helps…
This guide will help you connect your Facebook Page and Instagram Business Account so that you can manage conversations directly from the CRM. TABLE OF CONTENTS FB page messaging setup Instagram Messaging setup Other facebook/instagram related support guides FB page messaging setup: 1. Leadconnector should have access to send message…
