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Knowledge Base Release Notes

Below are the updates (by date in ascending order) and additions to the Unbranded GHL Knowledge Base by ChatHQ
07/25/22

Added/cleaned up text & screenshots in various sections:

  • Removed "HTML Builder" since HighLevel no longer provides that section
  • Contacts - Manage Smart Lists
  • Contacts - Bulk Actions
  • Marketing - Social Planner
  • Settings - Phone Numbers
  • Settings - Integrations

White Labeled Videos Added:

Conversations

  • Manual Actions (redo)
  • Templates (redo)
    • Add Email Template (redo)
    • Add Text Template
  • Trigger Links
    • Links
    • Analyze

Contacts

  • Contact Details - Left Panel
  • Contact Details - Messages
  • Contact Details - Right Panel

Added New Mini Quizzes:

  • No new mini quizzes were pushed on this update
07/18/22

Added/cleaned up text & screenshots in various sections:

  • Advanced Training - Websites and Funnel Training
    • Added sections, columns, and rows
    • Added all elements
  • Settings - Integrations
    • Facebook
    • Instagram
    • Zoom
    • Microsoft Outlook
  • Settings - SMTP Email Services
  • Websites
    • Pages
    • Stats
    • Sales
    • Settings

White Labeled Videos Added:

Dashboard

  • Overview

Conversations

  • Overview (redo)
  • Sending Messages (redo)
    • Sending Email (redo)
    • Sending SMS (redo)
    • Sending Payment Request Links
  • Contact Details (redo)

Reputation

  • Overview
Settings
  • Reputation Mangement
  • Tags
Workflow Training
  • Workflow Triggers
    • Survey Submitted
    • Task Reminder
    • Task Added
    • Trigger Link Clicked
    • Twilio Validation Error
    • New Membership Signup
    • Offer Access Granted
    • Offer Access Removed
    • Product Access Granted
    • Product Access Removed
    • Product Completed
    • Category Completed
    • User Login
    • Shopify Order Placed
    • Shopify Order Fulfilled
    • Shopify Cart Abandoned
    • Invoice Trigger
    • Facebook Lead Form Submitted

Added New Mini Quizzes:

  • No new mini quizzes were pushed on this update
06/01/22

Added/cleaned up text & screenshots in various sections:

  • Sites - Memberships
    • Dashboard
    • Products
      • How to build a product/course
    • Offers
    • Analytics
    • Settings
  • Sites - Websites
    • Overview
    • Pages
    • Stats

Added New Mini Quizzes:

  • Conversations - Overview
  • Advanced Email Training - Edit Section
05/14/22

Added/cleaned up text & screenshots in various sections:

  • Reputation - Reviews
  • Sites - Funnels - Content updated & new content added
  • Advanced Workflow Training - Various workflow triggers and actions
  • Email Marketing Training - Various sections updated and new content added

White Labeled Videos Added:

Payments

  • Payments Overview
  • Importing Stripe Products
  • Integrating Stripe and Paypal (video update)
Settings
  • Custom Fields Overview
  • Creating New Custom Fields
  • Added Spanish subtitle tracks to all videos listed above!
04/29/22

Added/cleaned up text & screenshots in various sections:

  • Settings - Reputation Management
  • Advanced Workflow Training - Various workflow triggers and actions
04/22/22

Added/cleaned up text & screenshots in various sections:

  • Advanced Workflow Training - Various workflow triggers and actions

White Labeled Videos Added:

Memberships

  • Dashboard
  • Products
  • Offers
  • Settings
Advanced Workflow Training
  • Workflow Triggers
    • Opportunity Status Changed
    • Order Form Submission
    • Pipeline Stage Changed
    • Stale Opportunities
  • Added English and Spanish subtitle tracks to all videos listed above!
04/08/22

Added/cleaned up text & screenshots in various sections:

  • Contact Details
  • Calendar Settings
    • Creating and Configuring New Calendars
  • Advanced Workflow Training - Various workflow triggers and actions

White Labeled Videos Added:

Chat Widget

  • Chat Widget Overview
  • Chat Widget Bubble
  • Chat Widget Window
  • Chat Widget Acknowledgement Settings
Calendars
  • Calendar Color Codes
  • Added English and Spanish subtitle tracks to all videos listed above!
04/01/22

Added/cleaned up text & screenshots in various sections:

  • Advanced Workflow Training - Various workflow triggers and actions

White Labeled Videos Added:

Advanced Workflow Training

  • Workflow Trigger - Birthday Reminder
  • Workflow Trigger - Contact DND
  • Workflow Trigger - Contact Created
  • Workflow Trigger - Contact Changed
  • Workflow Trigger - Contact Tag
  • Workflow Trigger - Call Status
Calendars
  • Calendars Section Overview
  • Appointments Section Overview
  • Schedule New Appointments
  • Added English and Spanish subtitle tracks to all videos listed above!
03/16/22

Added/cleaned up text & screenshots in various sections:

  • Advanced Workflow Training
    • Workflow Triggers
      • Add contact tag
      • Remove contact tag
      • Send email
      • Send sms
      • Messenger
      • Instagram DM
      • Voicemail
      • Send internal notification
      • Facebook conversion API
    • Workflow Actions
      • Start Event Date
      • Go-To
      • If/Else

White Labeled Videos Added:

Forms

  • Create & Edit Forms Overview
  • Forms - Fields Tab
  • Forms - Styles Tab
  • Forms - Options Tab
  • Added English and Spanish subtitle tracks to all videos listed above!
03/03/22

Added/cleaned up text & screenshots in various sections:

  • Restore contacts
  • Bulk actions
  • Trigger links - analyze
  • Text templates
  • Email templates
  • Calendars
  • Opportunities - create new opportunity
  • Opportunities - pipelines
  • Payments - order
  • Payments - transactions
  • Automation - workflows
  • Reputation - requests
  • Reporting - appointment report
  • Settings - pipelines
  • Settings - calendar settings
  • Settings - adding custom fields
  • Settings - domains
  • Settings - tags
  • Workflow triggers
  • Appointment trigger
  • Birthday trigger
02/19/22

Added/cleaned up text & screenshots in various sections:

  • Advanced Workflow Training

White Labeled Videos Added:

Settings:

  • Domains

Forms

  • Builder
  • Analyze
  • Submissions
  • Added English and Spanish subtitle tracks to all videos listed above!
02/10/22

Added/cleaned up text & screenshots in various sections:

  • Advanced Workflow Training

White Labeled Videos Added:

Advanced Workflow Training:

  • Workflow Actions Overview

Products

  • Creating new products

Integrations

  • Integrating Facebook

Advanced Funnel & Website Training

  • Adding products to funnels
  • 2-Step Order Form
  • Added English and Spanish subtitle tracks to all videos listed above!
02/03/22

Added/cleaned up text & screenshots in various sections:

  • Advanced Workflow Training

White Labeled Videos Added:

Advanced Workflow Training:

  • Appointment Trigger Overview
  • Manual SMS
  • Manual Call

Conversations

  • Conversations
    • Sending Messages
      • Sending SMS Messages
    • Contact Details
  • Templates
    • Add Email Template
  • Added English and Spanish subtitle tracks to all videos listed above!
01/28/22

Added/cleaned up text & screenshots in various sections:

  • Automation
    • Workflows
  • Advanced Workflow Training
    • Text and screenshots added to various triggers
    • Text and screenshots added to various various actions
  • Email Marketing
    • Email Builder
  • Payments
    • Orders
    • Transactions

White Labeled Videos Added:

  • Advanced Workflow Training
    • Workflow Trigger Overview
  • Advanced Email Training
    • Video Element
    • Code Element
    • Footer Element
    • Shopping Cart Element
    • RSS Header & RSS Items Element
    • Email Layouts
    • Email Settings Section
    • Email Send or Schedule Section
    • Email Appearance Tab
  • Conversations
    • Sending Emails
01/21/22

Added new sections:

  • Payments
    • Orders
    • Transactions (new)
  • Workflow Training
    • Triggers
    • Actions
    • Recipes
  • Email Marketing Training
    • Moved all email builder training here
    • Added 4 white labeled videos in the "elements" section
      • Text
      • Image
      • Button
      • Divider
  • Websites and Funnel Training

Added/cleaned up text & screenshots in various sections:

  • Automation
  • Workflows
  • Email Marketing
01/14/22

Added new sections:

  • Getting Started group
  • Onboarding Checklist
  • Frequently Asked Questions
  • Workflow Triggers
  • Workflow Actions
  • Workflow Recipes
  • Email Marketing Training

Added/cleaned up text & screenshots in various sections:

  • Automation
  • Workflows
  • Bulk Actions
  • Teams
01/05/22

Added/cleaned up text & screenshots in various sections:

  • Teams
  • Team management
  • Workflows
  • Surveys
  • Chat Widget
  • Email Marketing
  • Products
  • Smart Lists
12/20/21

Added new sections:

  1. 1.
    Reputation
    • Overview
    • Requests
  2. 2.
    Email Marketing
    • Email Builder
  3. 3.
    Sites
    • Funnel Builder
  4. 4.
    Google My Business Integration Video
  5. 5.
    Workflow sections and tabs

Added/cleaned up text & screenshots in various sections:

  • Teams
  • Team management
  • Reputation
  • Tags
  • Domains
  • Appointment reporting
  • Custom fields
  • Conversion reporting
  • Forms
  • Surveys
  • Payments
  • Opportunities
  • Funnels
  • Chat Widget
  • Pipelines
  • Smart Lists
  • Email Builder
12/07/21
  • Knowledge base was launched!
    🎉