How To Use Go High Level: [High Level Tutorial For Beginners]

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GoHighLevel

How To Use Go High Level ?

In today’s post, we’ll delve into how to effectively utilize Go High Level, providing a comprehensive Go High Level Tutorial to ensure you maximize the potential of this powerful software.

While many have praised the remarkable features of GoHighLevel, there is a scarcity of guides and walkthroughs, particularly tailored for beginners. To address this gap, I’ve crafted this guide to assist you in mastering the platform.

Let’s begin with the fundamentals.

Highlevel, or GoHighLevel, is a Software-as-a-Service (SaaS) platform strategically designed to empower agencies in generating more leads and increasing profitability. Serving as an all-in-one sales and marketing platform, GoHighLevel simplifies the management of every aspect of your agency – from acquiring new clients, follow-ups, and retention to handling invoicing and comprehensive reporting.

Go High Level Overview

GoHighLevel

How To Use Go High Level: Go High Level Tutorial Overview

GoHighLevel stands out as an all-in-one marketing automation platform designed to assist agencies in effectively overseeing their client’s marketing campaigns and achieving a return on investment through data-driven insights.

Notably versatile, the platform caters to both B2B and B2C campaigns, offering a high level of adaptability. Engineered with agencies and consultants in mind, GoHighLevel is user-friendly, ensuring ease of use even for individuals with limited marketing experience.

This serves as a concise overview of what GoHighLevel entails, considering we’ve already provided a detailed review of the platform.

GoHighLevel Features

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Explore the diverse features of GoHighLevel that cater to various aspects of your business:

  • SMS Marketing
  • Email Marketing
  • Voicemail Marketing
  • Appointment Booking
  • Campaigns and Automation
  • Management of Membership Sites
  • Optimization for Client Retention
  • CRM for Agency and Client
  • Automated Reputation Management (including review requests)
  • Funnel & Landing Page Builder for Digital Products
  • Tracking Revenue and Leads
  • Enhancing ROI on Ad Spend

For a comprehensive understanding of how GoHighLevel can elevate your business, delve into our detailed Go High Level Review.

Who Is Go HighLevel For?

Highlevel is tailored for agencies, yet its versatility extends to other businesses, allowing them to:

  • Effectively manage client information
  • Generate comprehensive reports on business performance
  • Craft marketing campaigns for acquiring new clients

While initially designed for agencies, Highlevel SaaS proves ideal for freelancers and small businesses as well. Its functionality enables users to create project templates, delegate tasks to team members, monitor time allocation, implement effective follow-ups, and more.

For agencies aiming to elevate their project management capabilities, Highlevel SaaS emerges as an invaluable resource. It streamlines account management by consolidating all accounts onto a single platform, eliminating the need for spreadsheets. Moreover, it facilitates seamless sales generation and lead capture with just a click, reducing administrative time spent on tasks and allowing a greater focus on agency growth.

How to Use Go HighLevel: Go High Level Tutorial

Now that we’ve established the fundamentals, let’s dive into the platform.

HighLevel boasts a multitude of features, making it challenging to encompass them all in a single guide. Therefore, we’ll focus on key features from the HighLevel collection and walk you through setting them up, configuring, and utilizing them effectively.

Marketing Platform

GoHighlevel’s marketing system comprises two key components:

  1. Outreach (Inbound/Outbound):
    • Inbound Traffic Conversion
  2. Inbound/Outbound Outreach Channels:
    • SMS
    • Email
    • Voicemail
    • Messenger
    • Calls

Leveraging GoHighlevel’s outbound marketing system becomes highly versatile by merging “triggers” and “trigger links.” This dynamic combination empowers users to execute a wide array of functions.

Furthermore, users can create campaigns targeting customers who add items to their cart but do not complete the purchase. Additionally, tailored campaigns can be established based on customer interactions, such as clicks on emails.

Campaigns

Campaigns within HighLevel offer the flexibility for users to dictate when and how specific actions unfold. Let’s delve into how this functionality operates.

Under the Marketing section, HighLevel neatly organizes campaigns. When initiating a new campaign, the first step involves assigning a meaningful name to it.

Subsequently, users can incorporate events and actions, such as automated SMS or a welcome message triggered by an external event like a new signup. HighLevel provides a variety of event types to choose from:

  • SMS
  • Call
  • Voicemail
  • Email
  • Messenger
  • Wait (defining intervals between scheduled events)
  • Manual SMS
  • Manual Call
  • Webhook (sending data, such as contact and appointment information, from HighLevel to other applications)
  • Add Task (e.g., implementing a next-step action for a contact based on their conversion status)

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The process extends beyond simply adding events and actions you also need to specify when these actions occur.
For instance, you can arrange for a call immediately after a user signs up, send another SMS as a reminder a few minutes before a webinar begins, and dispatch an email right after the webinar concludes.

Once these settings are configured, HighLevel autonomously manages the execution of these actions.
Customized messaging tailored to a prospect’s stage in the buying cycle is achievable. Moreover, the platform allows for the distribution of leads to multiple vendors based on the lead’s qualifications.

Twilio

Twillio is a cloud communications platform for building SMS, Voice, and Messaging applications.

Twilio is the marketing app in HighLevel, and you need an account.

If you don’t have an account, you can get started for free by going to the company’s website and signing up for a free trial.

You can also create a Twilio account inside your HighLevel admin panel.

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Setting up your account on HighLevel

To integrate Twilio with HighLevel, follow these steps:

  1. In HighLevel, navigate to Settings and select Twilio. This action opens a new page.
  2. Ensure that you’ve created a Twilio account. Once done, return to HighLevel and confirm your sign-up by checking for an email containing a verification link.
  3. Sign in to Twilio within HighLevel by selecting the two checkboxes as shown in the image.
  4. The final step involves copying the account SID and Auth Token from Twilio’s admin dashboard and pasting them into your HighLevel account.

For those considering billing clients for Twilio later on, creating sub-accounts is a sensible choice, presenting an opportunity to increase revenue. This can be achieved by rebilling customers for Twilio expenses.

Twilio sub-accounts are optional, allowing flexibility in deciding whether to rebill Twilio or create sub-accounts. HighLevel facilitates the synchronization of Twilio sub-accounts with your Twilio account, ensuring consistent information across both applications.

Additionally, HighLevel provides functionalities such as adding (buying) Twilio numbers for clients directly into your account, exporting Twilio numbers into HighLevel, rebilling Twilio accounts for HighLevel use, and more.

Note: Twilio’s trial mode is not compatible with HighLevel, as leaving credit card information and adding credits to sub-accounts are necessary steps to transition out of the trial mode.

Immediate SMS via the Twilio API Establishes a Twilio webhook associated with a specific phone number, triggering events each time an SMS is sent to that number.

New Call Notification (Immediate) from Twilio Configures a Twilio webhook linked to a phone number, generating notifications for every incoming call to that particular number.

New Phone Number Addition via the Twilio API Generates an event each time a new phone number is added to your Twilio account.

New Recording Notification via the Twilio API Triggers an event upon the creation of a new call recording in Twilio.

New Transcription Notification via the Twilio API Generates an event when a new call transcription is produced in Twilio.

  • Initiate a Phone Call using Twilio API
  • Dispatch SMS and MMS via Twilio API
  • Remove Calls and Messages from your Twilio Account using API
  • Retrieve Recording Media through the Twilio API

Sales Funnel and Landing Page builder

The HighLevel platform empowers users to develop lead forms, surveys, landing pages, and sales funnels effortlessly.

Engage with visitors and cultivate leads using a chat widget, while also having the capability to import ClickFunnels directly into GoHighLevel.

To commence building a sales funnel or landing page with HighLevel:

  1. Navigate to the Marketing section.
  2. Access the Form Builder.
  3. Create a new form.
  4. Populate the form with relevant details.
  5. Customize the form by adding columns, sections, and selecting colors.
  6. Save your changes.
  7. Confirm the prompted action.
  8. Establish a thank-you page to complete the setup.

Mailgun

Similar to how Twilio manages your texts, voicemail, and calls, Mailgun handles your emails seamlessly.

HighLevel allows direct integration with Mailgun. While Mailgun offers a free service, creating a Mailgun account is a prerequisite.

To set up Mailgun with HighLevel, input essential information, including credit card details. Upon completion, a confirmation email will be sent, indicating that your Mailgun integration is ready to commence.

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Mailgun offers free service for up to 5,000 emails per month during the initial three months of your subscription. However, should you surpass this limit, a transition to a paid Mailgun account becomes necessary.

While HighLevel permits the use of Mailgun at no cost, there is a stipulation. Starting in 2020, the free Mailgun account only facilitates the sending of emails and does not support the reception of emails.

To receive emails directly through Mailgun, a paid Mailgun account is required.

Here’s how to commence sending emails with Mailgun through HighLevel:

  1. Acquire a subdomain for your main domain. For instance, if your domain is highlevelwhiz.com, your subdomain could be email.highlevelwhiz.com.
  2. HighLevel suggests using one subdomain for all your client’s sub-accounts, ensuring simplicity and efficiency. However, individual subdomains for each client are feasible if needed.
  3. Create the subdomain through Mailgun’s admin dashboard, which automatically provides essential records (TXT, MX, and CNAME) upon registration.
  4. Access your DNS provider account (such as GoDaddy, HostGator, Namecheap, SiteGround), and add the generated DNS records from Mailgun.
  5. By adding these DNS records to your main domain, you establish a connection between your Mailgun subdomain and the main domain.
  6. Verify your DNS settings (verification may take a couple of days).
  7. In Mailgun, select API keys, copy the private API key along with the previously created subdomain, and paste them into your HighLevel account.

Content Management

Content marketing involves the creation and dissemination of valuable, relevant, and consistent content to a specific audience, aiming to encourage profitable customer actions.

With Go High Level, you can seamlessly integrate a fully functional blog using WordPress.

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WordPress

At its core, WordPress is a free, open-source website creation platform and one of the most popular tools for building websites or blogs.

WordPress functions as a content management system (CMS), utilizing PHP and a MySQL database.

In simple terms, WordPress stands out as the most user-friendly and powerful platform for creating blogs and websites.

Remarkably, WordPress powers over 40% of all websites on the Internet.

It serves as an excellent website platform for various types of websites, ranging from blogs and e-commerce to business and portfolio websites. WordPress proves to be a versatile CMS.

You can seamlessly integrate High Level funnels into your existing WordPress website, leveraging them to convert more visitors. For more details, watch the video above to learn how to accomplish this.

How To Create a Blog Page on HighLevel Using WordPress

Access your Go High Level account, navigate to Funnels and Websites in the sidebar, and choose Websites. From the drop-down menu, select the website you want to modify.

Click on Add New Page located at the top-right corner of your website editing view.

Within your High Level account, choose “Websites” and assign a name to your new page, such as “blog” or a suitable identifier.

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Take note of the path along with the entire website URL after creating your new blog page. Once the page is created, you have the flexibility to add and customize it according to your preferences.

GoHighLevel sets new pages to a blank state by default, allowing customization with Sections, Rows, and Elements. Within the HighLevel platform, you can incorporate various website elements into the page to enhance its content.

What we Love About High Level

Here are some notable features of Go High Level that you should consider:

1. Integration: GoHighLevel seamlessly integrates with various applications, providing flexibility and convenience. You can connect apps and send data through webhooks. Some of the applications you can integrate with GoHighLevel include:

  • WIX
  • Squarespace
  • WordPress
  • Paypal
  • Mailchimp
  • Pipedrive
  • Leadpages
  • Calendly
  • ActiveCampaign
  • WUFOO
  • Call Tracking Metrics
  • Schedule Once
  • SurveyGizmo
  • DropInblog

2. Functionality: Automating repetitive tasks is a key feature of GoHighLevel, allowing you to focus more on revenue-generating activities. Some of the functionalities you can automate include:

  • Lead nurture sequence (text, SMS, voicemail) to increase appointment requests
  • Appointment reminders (text, SMS, voicemail drops) to reduce no-shows
  • Selling process – generates proposals and reminds clients to sign and pay automatically
  • Easy step-by-step automated onboarding process, saving time on communication
  • Reputation management with easy automation for testimonials and reviews

3. Membership Platform: GoHighLevel offers a robust membership site feature, catering to online course creators. You can create subscription sites for selling premium products, customize with a visual editor, and add a custom domain to enhance your membership site.

4. HighLevel Support Portal: GoHighLevel provides excellent support with a responsive and user-friendly team. The help center includes numerous “how-to” videos to assist you in getting started or addressing any questions you may have. Additionally, you can schedule a Zoom call for personalized support if your specific issue is not covered in the help center.

Go HighLevel Pricing- Monthly and Yearly Cost

HighLevel offers the following pricing plans:

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The pricing plans for GoHighLevel are as follows:

  • Agency Starter Plan: Starting at $97 per month
  • Freelancer Plan: Starting at $297 per month
  • Agency Pro Plan: Priced at $497 per month

GoHighLevel also provides a 14-day free trial, allowing users to explore the platform’s full functionality at no cost before making a subscription commitment.

Starter Account (Previously Called The Agency Account) 98$/month

This subscription level, known as the Agency Starter Plan, is tailored for agencies and small businesses aiming to utilize HighLevel CRM for internal purposes. It is suitable for businesses not requiring premium upgrades like HIPAA compliance or a White-Label App.

Key features of the Starter Plan include:

  • Core CRM functionality with lead management and task tracking (custom tasks included)
  • Collaboration tools for team communication and document sharing
  • Reporting tools encompassing dashboards and email reports
  • Email integrations with platforms such as MailChimp, Zendesk, and Salesforce

The Freelancer Account: $297/ month

The Freelancer Account, priced at $297 per month (formerly Agency Unlimited), is ideal for users who require HighLevel for both their agency and clients. This subscription is necessary for accessing premium upgrades. Features of the Freelancer Account encompass:

  • All elements from the Agency Starter Plan
  • Unlimited sub-accounts, allowing the creation of numerous sub-accounts
  • Customization of the platform’s appearance using your own domain.

The Agency Pro Account: $497/month

The Agency Pro Account (SAAS Mode) is priced at $497 per month. With this subscription, users gain the ability to resell HighLevel directly to their customers under their own brand. This plan provides the flexibility to choose which features to include and determine pricing strategies. Additional features of the Pro Account encompass:

  • Reselling capabilities with personalized branding
  • The option to charge clients for email, phone, and text services
  • Advanced functionalities such as split testing, enhanced API access, comprehensive reporting, and an AI Conversational Bot.

Which GoHighLevel plan is right for you?

The GoHighLevel Starter plan provides access to all the core features of the software. However, it limits the number of sub-accounts or business accounts to one. This plan is ideal for those who are just starting out.

On the other hand, the GoHighLevel SaaS Mode/Agency Pro plan is suitable for users with multiple clients or those managing a team or marketing agency. The SaaS Mode offers unlimited access to all GoHighLevel features. Moreover, users can white-label the application and software, enabling them to resell these services to other companies automatically while retaining 100% of the profits.

Subscription Upgrades

HighLevel offers various subscription upgrades, and to access features such as HIPAA compliance and white-label mobile apps, at least the Freelancer Account is required. The additional cost for HIPAA compliance is $297 per month, while the White-Label App comes with an extra monthly fee of $497.

The White Label Mobile App + Custom Zap Upgrade

The White-Label App plan introduces a white-label mobile app to your account, allowing you to personalize it with your own branding. Additionally, it provides the capability to create custom zaps that automatically execute when specific events occur within HighLevel CRM. For instance, you can set up a zap to send an email automatically when a new lead is generated in HighLevel CRM or when someone updates their LinkedIn bio.

Go High Level FAQs

Here are some frequently asked questions about Go High Level

Is GoHighLevel HIPAA Compliant?

Yes, GoHighLevel offers a HIPAA Compliance upgrade, but it is a paid feature. With the HIPAA upgrade, all user data in your location accounts and sub-accounts will be protected and made HIPAA compliant. This upgrade is priced at $297 per month.

Does the price include emails, SMS, and voice calls?

No, emails, SMS, and voice calls are not included in the pricing. To make voice and SMS calls, you will need a Twilio account. Additionally, to send emails, you need to connect to an SMTP server, such as MailGun, SendinBlue, Gmail, etc. These services may have their own associated costs.

Summary

All the essential tools you need are consolidated into one platform, eliminating the need to search for various tools or rely on multiple providers.

HighLevel serves as an all-encompassing solution for your business needs.

If you encounter challenges or have questions while exploring features or new services, HighLevel offers support through various channels. For Starter plan users, support is available via email, while Freelancer and Agency Pro plans provide access to chat and phone support. Additionally, you can explore the support portal, blog, and Facebook group for further assistance. The impressive customer support from Go High Level ensures that you’re in capable hands, no matter the situation.

See more: What is Go High Level? Everything You Need to Know 2024

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