GoHighLevel Tutorial for Beginners 2026 - How to Use GoHighLevel (Step by Step)

Hey, I'm Dan and in this tutorial, I'll walk you step by step through GoHigh Level, one of the most powerful all-in-one marketing and sales platforms for small businesses. It combines CRM, email marketing, scheduling, payments, and other tools all into one single platform. Especially if you're a beginner, Gohigh Level has so much functionality that it's normal to feel overwhelmed at first. But don't worry. In this tutorial, I'll show you the initial setup process, and I'll guide you through all of the features so that you don't miss a thing. That way, you'll know what GoHigh Level is capable of and where you can find the most important features for you and your business during your free trial period. The first thing we're going to do is get ourselves a 14-day free trial for GoHigh Level. To claim your free trial, just scroll down to the description of this video and click the first link that you find there. That link will take you to the correct signup page where you can claim your free trial. To start signing up, click on the 14-day free trial button. Then enter your business details and click here to go to step two. I'll choose the $97 a month starter plan here. And I would recommend choosing that for most people. You can always switch to the unlimited plan at any time during the 14-day free trial. Next, enter your credit card number, agree to highle's terms, and click here to start your 14-day free trial. Next, you'll have a short onboarding sequence. Choose a password here and then click continue. Then, verify your email by entering the code sent to your inbox. Then, do the same thing to confirm your phone number. Next, enter your billing address and click continue. I'll say that I plan to use Highle as a business owner to manage my business and continue. If you're just using it for your business, then you likely won't resell high level. Continue again. And then don't worry too much about what to select for industry. But I'll search for media company and choose that and continue. For the purposes of the trial, I'll say I don't have any customers yet. As for first focus, I'll select others. And don't worry what you pick because I'll guide you through the functionality within the tutorial. Click continue. And finally, I'll click skip on setting up other tools for the moment. You can earn a $15 credit by joining an onboarding call, but let's go to your account now, and I'll show you the other credit opportunities shortly. After creating your account, you'll land on the launchpad, which you can see here in the lefth hand navigation pane. You can think of the launchpad as an onboarding to-do list. Go High Level gives you some direction on where to start with these items according to this setup guide here, but don't feel pressured to follow this item by item. I'll walk you through the major functionality of the system, and you can revisit these Launchpad lists afterwards. Before we continue, these are the other credit opportunities that I mentioned. If you want to join the kickoff call here, that will earn you $15. Over the course of this video, we will get 25 for completing at least one of these Launchpad tasks. And then there's a $50 credit incentive to start your plan and join the implementation call. In the top left, you'll see MedX Media as my business name. If we click here, this is what's called a sub account. You can think of a sub account in GoHigh like a separate profile on Netflix or a streaming service. And you can have up to three sub accounts on the $97 a month plan. One could be for your business like I have here and we'll cover that today. And the other two could be for other businesses you run or for helping clients manage their businesses. Each sub account has its own dashboard, contacts, and campaigns completely separate from the others. If you click here to switch to agency view and then sub accounts on the left, this button right here is how you could create additional ones. For today, let's continue to focus on the primary sub account that we're using for your business. To do that, click here to switch and then back to whatever your business is called. Once you're set up, the main dashboard here on the left will give you a quick overview of your business. I'll zoom out briefly so that we can see everything. In the top right, you'll be able to change the dates for the dashboard with this date picker, or you can add dashboards with this button on the top left. If you upgrade to a different plan, the default dashboard will give you visibility into your opportunities, your funnels. If we scroll down, you'll see your tasks and even Google Analytics and Google Ads if you're using those things. Obviously, the dashboard's pretty empty now, so I'll return to show you what this might look like when we have some opportunity data entered before we get into conversations or calendars. Let's start with contacts. Contacts are the heart of GoHigh Le's CRM. Everything else from emails and calls to deals and payments connect back here. If you've used a CRM like HubSpot or plan to import contacts from a similar tool, this will feel familiar. This view within the contacts tab is where you'll manage all your leads and customer information. To add a single new contact, click on this plus icon in the top left. Then fill in your fields for your contacts information. If we scroll down for the contact type, you can choose lead or customer. Choose a time zone. And then at the bottom you have settings to mark the communication channels do not disturb if you'd like. Then I'll click save. That will open this contact view. On the left we have our fields for our contact. We can toggle the empty ones like this. We also have company details in this tab here. We don't have any companies yet. So I can click here and add. And we can call this Dan's podcast agency just as a test company. In the center of our contact form, you can see that we can send an SMS, WhatsApp, or email directly to our customer. So whenever you're viewing a specific contact, you can always reach out directly from the contact record. And then on the right hand side, we're going to see most of the functionality that you would typically see with the CRM. So here we have an activity feed. We can add tasks for this contact. Notes. We can see if they have any appointments. Here we have documents, payments, and associations. All pretty empty for the moment obviously, but you can see how having all of these together associated in one place will be helpful when dealing with customers and leads. Instead of importing all of our contacts one by one, you'll likely need to import a list from time to time. That's helpful if you're coming from another system or if you want to add a new list of leads. To import a list of contacts, let's come to smart lists at the top. Here is our test user that we just added manually. To import, come over here and find this button, import contacts. You can import opportunities as well, but let's start with contacts and come down here. and click next. Go High Level provides a sample file to download which is super helpful to organizing your information. Let's take a look at that and put it in our downloads folder. Let's open up that CSV to see how it's structured. On the far left, we have phone number, email, first and last name, business name, a source, and then columns for additional emails, phone numbers, notes, and tags. And you'll notice in any field where we have multiple values, those values are separated by a comma. You can see that here in tags, phone numbers, and additional emails. Let's close this. Click here to upload your file. and I'm going to select one that I prepared earlier. It's a file with some additional data that I added to the sample file we just took a look at. Click open. And in this dropdown, you can choose between whether you want to create contacts, whether you want to create and update, or if you just want to update existing contacts. I'll keep create and update and click next. After we upload, then you'll need to map columns to fields. Go High Level will give you a little mapping guide here that shows you what fields are required. And at the bottom, we have our mapping, but if you used the sample file, everything should line up really nicely here. You'll have the preview information. And if you need to change a field, you can do so here. I'm going to go ahead and click next. And then before we can start the bulk import, you just need to check this box to confirm that you've sourced these contacts correctly. Then I'll start the import. And this is a pretty short list, so I'm just going to hit refresh. And this import is taking a little longer than normal. If you want to check on the import, you can come to bulk actions. And we can see that this hasn't started processing yet. I'll give it another minute or two and give this a refresh. Great. After a few minutes, our cued import has finished. Now that we've added some contacts to work with, let's look at how you'll actually communicate with them and keep everything organized. The conversations tab is your all-in-one inbox where emails, texts, calls, and web chats can all be managed together. The layout you see here is just like a traditional inbox. And let's look at two of the cool features you have access to when sending emails. The first is trigger links, and the second is snippets. Let's see how we can use them together in an example to better send emails. First, click on trigger links. When we use trigger links and our customers click on them, we can trigger events or in this basic use case, we can just see how often the links are opened compared to when they're not. At my media company, for example, I've just imported a list of contacts that were potentially interested in podcast sponsorships. Let's create an email that I can send to those interested. And inside that email, there will be a link for pricing information. When I use a trigger link to show the pricing, I'll be able to see how many people clicked on the link from within that email. So, let's go up here to add link. I'll call this podcast pricing info. And for the link URL, you could link to the pricing page on any one of your service websites, but I'll just use an example site here and click save. So that creates our trigger. Now let's add that trigger link that we just created within a snippet. A snippet is a reusable block of text. So if we make a snippet to use that trigger link, we'll be able to quickly send an email follow-up to anyone who expresses interest in sponsoring our episodes. Go up here to the snippets tab. Then click add snippet. Add email snippet. I'll name this snippet podcast pricing info. For the subject, I'll fill in still interested in sponsoring. And then in the body, I want to add the contact name as a custom value. So click custom values, contact full name. And this will populate the contact name when we create this snippet. Then I'll fill in the rest of the email. And here I want to insert the trigger link that we just created. So I'll go here to trigger links and click podcast pricing info. And that will insert the trigger link. Then when I'm happy, I'll scroll down and click save. And if we refresh, we can see the snippet that I just created. Now let's actually send this snippet to my test contact so that I can show you what it looks like. And then we can test the trigger link. Go back to conversations and click here to create a new message. Create a direct message and I'll enter my test user down here. Click continue. I'll select email. And then this button here will insert a snippet. This podcast pricing info is the snippet we just created. And just like that, our email is ready to go. And then we'll be able to see if this recipient clicks on this link. I'll send this email now and then I'll log in under this inbox and click the link so that we can analyze it. So I'll click send now. I'll log into the email inbox that I use for test user and we'll see what that email looks like. So here's the email still interested in sponsoring. If I open it, the contact name is filled in and this is our link for the trigger. So, if I open this in a new tab, this should bring us to Google because that was our test URL. Let me close this. I'll close my inbox. And then in conversations, we want to go to the drop down under trigger links and click analyze. And here we can see that that click was registered. If I scroll down, this was our link and that's the click. So over time, if you're sending a lot of these sponsorship inquiries out, this will give you a good idea if people are actually clicking to view your rates. Now that we've covered some functionality in the conversations tab, let's look at scheduling for your business. Go High Level includes a built-in calendar tool over here on the left. So you can schedule appointments and connect directly with clients from this calendar tab. First, we're going to need to set up a calendar as we don't have one yet. So, let's go to calendar settings and then click create calendar. Here you'll see all the different types of calendars. And we can even expand this to see others, but in most cases, you'll want at least one personal booking calendar. So, I'll click this. And in order to create a calendar, we'll need to select a team member, which we don't have yet in the system. So, if I click this drop down, we don't have anything here, and we won't be able to save. So, let me show you how to add a team member. I'll click this. And there's a couple things we can do. If you want to set up a scheduling link for a team member who will handle these calls, you can come over to my staff under settings and you can go ahead and add a user with this button here. However, if you want the calendar to work for yourself for the user that you signed up with up here, basically we need to take this user from the agency level, add them to the sub account or your business. And once we do that, you'll be able to use yourself as the team member to create the calendar. This is a bit tricky, so let me show you how to do it step by step. Click here and then go to agency view. Then in the lefth hand navigation, we want to come to the settings. Once we're in settings, click team. And you can see that I'm the agency owner. Come over to the pencil icon and click edit. And then navigate to roles and permissions. Under add sub accounts, click this dropown and select your business. Then click save. Now that we've added oursel to our business, let's click up here in the top left to switch back to our sub account. Then navigate back to calendars and once more go to calendar settings. Now when we create a calendar and we select personal booking, we'll automatically be added as the team member here. So I'll give this calendar a name and I can add a description if I'd like. You can change the custom URL down here. Then if I scroll down, you can set the duration for the meetings and the availability for the booking link and then you can click confirm. Once you confirm, you'll be given a link for that booking and an embed code if you want to place this on a website. I'll preview the booking widget. Now here we have our name, the duration, and our description. And we can select a time on any day. And once your contact enters their details, they can schedule the meeting. Now I'll close this. And we can close this as well. And then go high level will give you a few tips for using your calendar. Now that we've created the calendar, we're still in settings. So let's go back and click calendars. And if we scroll up, this is our meeting. You can also create an appointment like any other calendar. If we just click and drag over a time slot, it will automatically fill our team member and then we can add our contact book appointment and our appointment is booked. You may also want to sync one of your existing calendars, for example, a Google or Outlook calendar. To do that, come up to calendar settings, then connections, and then we want to add a new connected calendar. Under Google calendar, I'll click connect. Then I'll click the account that I would like to connect to and allow lead connector permissions and then we'll give this a minute or two to connect. If you see this error, don't worry. Just click reconnect. Then try once more for lead connector. And there we go. All set. Now that it's connected, come over to my profile and then scroll down under calendar configuration and linked calendar. Click add here. Then you can select the calendar that we just integrated with and click save. That will process and then connect. And now your go highle calendar and this Google calendar will be synced. Let's test it by opening our Google calendar. We can create an event called go highle sync test and save. And then I will close this tab. We'll go back to exit settings then to calendars. I'll scroll up and we can give this calendar view a refresh. And there's our sync. Next, let's go to the opportunities tab, where you can track deals through a pipeline view and see exactly where each lead stands in your sales process. To start tracking opportunities, let's first create a simple pipeline by clicking create new pipeline. That will bring us over to the pipelines tab and then we can click create pipeline. By default, we have a simple four- stage pipeline here with stages new lead, contacted, proposal sent, and closed. You can add a stage by clicking here if you'd like. Stages can be reordered, and you can delete any that you don't need. I'll keep these four default stages, and we can call this sponsorships. I'll leave all of the stages checked so that they show up in reporting. And then I will click create. Now that you have a pipeline, you can assign opportunities to that pipeline. Click here to return to the opportunities tab. In the drop down, we can see the new pipeline, and you should see your pipeline stages down below. Like we did with contacts, let's briefly add one opportunity before we import several. Click here to add opportunity. Here you can select a contact. Choosing Bob will prepopulate his information. I'll double check to make sure we're in the sponsorships pipeline. And I want this stage to be the first new lead. Let's give the opportunity a value. Say $1,000. And the rest I'll leave as is. You might want to add one of your tags as well. So we had sponsorship potential earlier. I'll add that. Then I'll click create. And then we can close this. And we'll see our new lead in our pipeline. We can move this through the stages. And if you click and hold, you can see that we have closed, lost, closed, abandoned, and closed one down low. I'll bring this back to new lead. And let's import several more. Go up to the import button. You can import contacts and opportunities together, but for now, I'll just add opportunities and I'll continue here. Then, like we did with contacts, we can take a look at the sample file. Click here to download that. And if I pull that up, we can see the types of information listed. Now, in this sample file, we can see a lot of contact information. And there's also existing opportunity ids, which we don't have. So, I've made a copy of this import CSV, and I've simplified it greatly to exclude some of the contact information. Let's look at my copy. So, here I'm going to let highle determine the opportunity ID. I'll keep the opportunity name. But because I want to associate these opportunities with the current contacts that exist in the system already with these emails, I needed to find these IDs. To do so, I opened up another tab of go high level. Went to my contacts list. And if I wanted to see Bob's, for example, I could click on Bob. And this string of characters is the contact ID in the URL. This ends in MKP. If I close this and come back to my import sheet, that's Bob's ID there. I've kept the emails and have specified our sponsorships pipeline in pipeline ID and new lead in stage ID. I've populated the lead values and kept the statuses open. Let's use this sheet. Now back in high level, I'll click to upload and select that new sheet. These are all new opportunities. So I'll click create as opposed to create an update or update. Then I'll click next. And then we want to map our data. So we'll go through and remember we'll have more columns in our sheet than we'll actually import. These look good. I'm going to select pipeline here and stage here. We scroll down. I'll skip this import and then check don't import data in unmapped columns. Then click next. Here on the verify step, we'll look at just the mapping that we've selected. I actually don't want to import this one either. So we can go back and remove followers. Double check one last time and then start the import. And after a minute or two, it looks like these have come through. I don't see opportunity 2. So let's refresh once more and we can go to bulk actions and see if there are any errors. I'll go show stats. As suspected, there is an error for opportunity 2. I'll click error. And it looks like this was a duplicate. And if we check my file, that makes sense as we already had a test opportunity for Bob. Let's go back and close this. In the future, you may want to allow multiple opportunities per contact. Let me show you that setting real quick. Come down to settings, then scroll down to objects, and then opportunities. Here's the setting that will allow you to do that. In our case, we got an error because Bob is in the same pipeline. I'll check this for the future and click save. Now, let's go back and in our opportunities tab, we can move a few of these through the pipeline. One thing that I mentioned showing you earlier, if we come back up and go to dashboard, I'll close this and zoom out, we'll start to see much more useful information as our opportunities move through their deal stages. I'll zoom back in here. And next, let's go to payments. GoHigh also lets you manage payments, invoices, and transactions right inside the platform. Within payments, there are other powerful features built in like the ability to create products. To get started with payments, you'll need to integrate at least one payment gateway. Let's click on this now. Then click to connect on one of these popular payment providers. For me, I'll use Square. Then you can go ahead and connect to Square Live mode. This will open up Square so you can sign in. And then I'll continue signing into my account. And similar to the calendar, lead connect will need access to your account. I'll click allow. And back in go high level, square mode will show as enabled. If you only have one payment integration, this will become your default. Now that we have a payment gateway integrated, let me show you how to create some products. Come up here and choose products. If you already have existing products, you can import, but let me show you how to create a new one. Click create product and then fill out your product information. I'll keep this toggled on included online store so that we have the option to pull our product into other go highle features later. For this first product, I'll enter the podcast episode sponsorship that we've been working with. If we enable product label, we can give this product a tag. I'll call this a new item. And maybe we want that to show for the first month as we're just beginning to offer this sponsorship. Right now, we don't have a product collection, so I'll choose nothing here. And then for product tax category, you'll want to consult your local tax professional for setting these up correctly. If we scroll down, you can select some product media. Here, we can upload a product banner. I'll click upload and select the banner and then insert. And then you can click here to jump down to pricing. You can change the type and the amount. And we can show this as a discount. This is also known as strikethrough pricing. And then we could add a variant. In this case, maybe it's a block of episodes at a discount. If you have different courses or physical items, varants become important. We can then add a search engine listing if we'd like. I'll leave those blank for the moment. And then you can add a product handle. And I'll click save. Now, we can go back and we'll see our product here. Now, this shows as a physical product type. It's not super clear how to change that. So, let me show you. Click edit. Then, scroll down all the way to your price. Then click here. Now we can scroll down again and under shipping and delivery, change this to a digital product. Then click save. If we go back to products, product type is now changed. I'll enter a few more products and then we'll look at subscriptions and invoices. Now that I have a few more products in, let's look at how we can set up a subscription. I've set this YouTube coaching product up differently. Let's open this and scroll down to the price. Here under pricing type, I've changed this from a one-time price to a recurring price. You'll need to do this for any products you would like to use in subscriptions. Let's come up to the subscriptions tab and then click add subscription. Here you can add a customer. Let's choose Bob. Again, my YouTube coaching always starts on the first of the month. And then I can select the product. Because my other products are only one-time purchases, you won't see them here, but we will see the YouTube coaching. Then we can scroll down. If we had a card already on file for Bob, we could choose it here, or we could add a new card. Then you can enter the details and save this card for the future if you would like. Because this is a demo, I won't schedule, but this is where you would go and complete the order. Let me click cancel and cancel again. Another popular use case in goh high level is just the standard invoicing and it might be more convenient to use invoicing here than say to do it in square. I'll come up to the invoices and estimates tab. Then I'll click new new invoice. Up at the top we have an invoice title. I can select this and give it a new name. I can then select a customer and we can even link this to an opportunity. So I'll click here and then the opportunity drop down will show any opportunity that we had open for Alice. The invoice number, issue date and due dates will be populated, but you can change these. And then here you can add the product. Here this is for the podcast episode sponsorship. Alice wants to run several of these. And at the bottom you'll have additional options. You can add terms and conditions for this invoice. You could charge late fees. You could include tipping. And you can add attachments. On the right, we'll have the preview of our invoice. We could save it as a draft or we could send it. Again, because this is a demo and I don't actually want to send this invoice, I'll click back. Depending on the use cases within your business, there are other areas of functionality within payments, including documents and contracts, sending payment links, and setting up coupons. But now that we have an idea behind the core functionality of the CRM and behind payments, let's take a look at more exciting features that can help you scale and market your business. Let's start by clicking on the newer AI agents tab with features that will help you handle tasks like chatting and answering phone calls. Even if you run a business where you don't get a lot of inbound voice or you're not super excited about AI, I think there's a few quick things to show off here that can help your business. I'm going to collapse this sidebar. And under the getting started tab, we have guides for voice AI and conversation AI. Let's jump to the conversation AI tab. And here we can make a bot that helps handle inbound messages. If nothing else, this might be a way to handle inquiries you get outside of business hours. To start, click create bot. And here you can choose between the guided form setup, which is good if you're just starting out, or the prompt based bot. I'll start with the guided form setup, and click create new bot. And we have a few different types. This is the general Q&A one, which might be helpful for me for handling FAQs. And if we scroll down, we also have one for appointment booking. I'll continue with this general Q&A, and click continue. On this screen, we'll add basic brand info. If you scroll down, you can choose the tone of voice. And then you want to add any additional information to help answer these prompts. I'm going to take a moment and fill these in. Now, once you've added your information, you can scroll down and click save. Then I'll click next. On this screen, you get to modify the bot's settings. I'll change the name. I'll keep it the primary bot. Under the preferred channels, I don't do much on social, so we'll just keep the live chat. And you can change the wait time before responding. You can also customize the bot's initial message. Then click next. And then here we can configure the bot's goals. I want to give this bot a light touch, and I don't necessarily need someone's phone number to start. Scroll down to the questions and objectives. Let's add one. And for my use case, this might say something like ask the user how many podcast episodes they want to sponsor. And we could add another something like ask the user when they want to sponsor the podcast. I don't have fields on the contact for these questions, so I'll leave these optional and blank for the moment. And then I want to receive an email notification if the bot doesn't know the answer. I'll toggle this on. Then click specific users and select myself. Then I'll click save. We can test it here if we'd like or we can turn it to autopilot. I'll save and close. If you want to edit the bot, click the three dot menu, then click edit. If we scroll down, you can also go to the bot trial here. Using the trial is a great way to see if you have any blind spots or if you need to continue training the bot so that you can reach your goals. This is how you clear it and I can cancel. So to recap, I'm keeping this bot set to live chat only, making it the primary bot, so it handles any new messages, and putting it on autopilot, so it replies automatically. That means once we add the chat widget to the site, the bot will greet visitors, collect details, and book calls on its own. We'll wire the widget up in the sites section a bit later. For now, let's look at the knowledge base that will power its answers. And we can see one was automatically created. I can click the three dot menu here and edit. And the knowledge base is used to help your bot learn. Here we can click add source and FAQ. You might already have a good list of these, but if not, as your contacts start asking questions, you can fill them in here to bulk up your knowledge base. Here's one that we frequently get. And I can add an answer. As we add FAQs, our bot will get more accurate and more helpful. I'll click save. If you have a website with lots of information, you might try out the web crawler or adding a table is coming soon. Let's click back here. If you really start to use these AI agents, agent templates might be helpful to you. There's a marketplace of agent apps, all specified for different niches, you can choose between voice and conversation AIS, and see what types of things are on the marketplace, many of which are free. And then finally, if we scroll up, let's go back. And then in content AI, here's where we can track our costs. This is the text cost. And if we're using images, like we do with our product banners, we can see the cost for those as well. Let's expand the sidebar and now continue on to the marketing tab. The marketing tab has a broad range of tools, and this is where you can schedule social media campaigns, create emails, and even set up your own affiliate programs. Under the social planner, you can connect all of your social media accounts and you can publish posts across multiple accounts all at once. I often see brands struggling to produce enough content and utilizing the evergreen Q and the recurring post are good features to help maintain a consistent schedule. When you're ready to start posting, you can click schedule now. From here, you'll be able to type out your content and select which account to post to. To connect your accounts, click here, then follow the prompts for any of the accounts you would like to connect. I'll close this and then go back. Another big set of functionality is within emails. We can see our email sending statistics. I'll show you how to set up campaigns and we can create templates. Gohigh level generates some sample data so we can see how the statistics will look. And I like that they do this so that you can get a sense of what this could be. If you want to remove the sample data, click here to clear it. To create an email campaign, we can click here or we can go to the campaigns tab. Now, I'll show you how to send a blank email campaign and how to send one from a template. Under email campaigns, go over here and click new, blank. You can create your email in a few different ways. The design editor is probably my favorite. If you're comfortable, use the code editor. Or you can use the plain text editor. We'll see the design editor in a second when we look at the template. So, for the purposes of this tutorial, let's use the plain text editor to create a test. And this is no frills as promised. Up here, we can change the campaign name. I'll say podcast sponsorship test. Within the editor, we can preview. Obviously, this is very simple. And if we go back, we can send or schedule. Here we can attach files. We can send now or we have other options. In the sender, I'll put my email address. If you're doing this for the first time and you have an unverified address, you'll need to verify it. To do so, click here and then look for the verification code in your inbox and enter it. Then click verify. You can add a sender name and a subject line. If we scroll down, we can enter preview text if we'd like. And then we have multiple options for choosing the recipients that we wish to send this email to. We could choose contacts here by clicking the add button. Then we can search or just select. In our case, we might want to choose from tags. So I can select this and then add. And we had that sponsored potential tag. It will show you how many contacts have that tag so you know how many people you're sending this to. And then down below we have multiple options to track clicks, set up UTM tracking, to add tags, and to resend the email if unopened. When you're ready, you can preview in the browser, or you can send a test. For now, I'll close this and just hit save. Then I'll come back to the email builder and back again. So this is our new blank campaign that we just created. In the three dot menu, you'll see a few more options to preview, to move, clone, archive, or delete. Because I saved this as a draft. All we need to do is open it, and you're ready to send or schedule. Next, let's look at how to create one from a template. So, click the new button, then email marketing templates. On the left in the template library, we can search. And I'll choose this one for advertising. Go high level will set up your template. And here we are in the editor. As you can see, we have many more options to drag and drop things here. This isn't a tutorial on how to edit this campaign template, but we have many more options to edit this than when we were just working with the plain text. I'll rename this podcast sponsorship test 2 and save. Then I'll go back and back again. If you want to see the templates that you've created, go to this templates tab and they'll show up down here. This was the advertising template we just looked at. And this one was created automatically when we sent that invoice. And then I'll return. If we come back to campaigns, workflow campaigns are also pretty powerful. We'll look at those in a few minutes. If you click create campaign here, you actually go to the automation tab. So that's where we'll pick back up. Before we leave the marketing tab, we've already looked at snippets. So this was the podcast pricing info snippet we added earlier. And we've looked at trigger links. So, we'll find the link that we created earlier here. We also have an affiliate manager. So, I'll click here to go to the dashboard. Affiliate programs can be a pain to set up and manage. But, they're also a great potential marketing channel. You need to track referrals, payouts, and who referred who, but Gohigh Level's affiliate manager makes it simple. You can do it all from one dashboard instead of relying on yet another external tool. Clicking learn more is proof that affiliate marketing can get kind of complicated, but here go High Level keeps it approachable. To get started, click start your first affiliate campaign, connect a payment gateway, and go High Level will walk you through the setup. We won't cover this full functionality today in detail, but it's good to know that it's here. Finally, under marketing, one thing that you might utilize are brand boards. Here we have design kits and brand voices. The design kit is pretty simple. If you click add design kit, it's basically a place for your logo, your colors, and your visual brand. And if you're starting a brand from scratch, you can choose one of these templates. I'll click lagoon and then click continue. And here you would replace your logos. You can edit your colors here. By clicking on a color, you can access the hex code and you also have your typography. If you don't change anything here, you won't see this button enabled, but it's automatically saved. If we go back under brand voice, you'll see what we worked on earlier. So, if I come to the three dot menu and click edit and I scroll down, this is what we worked on with our AI agent. Let's go back. And now, let's revisit the email campaigns for workflows. So, I'll click emails, then campaigns, and then workflow campaigns. If you want to automate some of the marketing for your business, you can create these workflows to automate tasks from within the automation tab. here specifically. These will automate an email sequence. So you can click campaign here and it will open a new tab that brings us to automation. I'll close this just to show you that going to automation brings us to the same spot. Workflows operate like this. If this happens, do this. And go high level gives us a bunch of examples. If a customer booked an appointment, send them an email. Based on a call status, add a contact tag. We could create a workflow from scratch or from a template, but I want to look at the email drip sequence. The use case they have add contacts to this workflow to drip them a series of emails over time. This recipe uses the emailed open condition to resend each email with a new subject if it wasn't opened within 24 hours. This is a popular use case and you could easily see how this might apply to the podcast sponsorship email. Maybe our contact doesn't open or interact with that first email, in which case we may want to send them a second one, potentially even with a discount. Let's open the email drip sequence to see what the workflow builder looks like. Up top, we have a workflow name. And here we are in the builder tab. If we scroll up, we can add a trigger for some workflows. This can help us control when the contact gets added to the workflow. In this example, it will start with the email. Click this node and then you can see the configuration to edit on the right. If you click the learn more button, you'll be able to interact with the workflow AI, which can help you set up your workflows. I'll keep this toggled off for now. Over here, we can see our subject. We can pick a template. So, maybe it's that advertising template we used earlier, and we can add test emails. I'll close this and cancel. In the next node, we have a wait condition, which will hold a contact for a specific time until the condition exists or the contact replies. It waits for the email in step one. Looks for the email to be opened. We have other email events we could select here. And then you can set the timeout duration. I'll cancel this. And then if we scroll down, we check if the email was opened. And this condition fork will break into two branches, the S branch and the no branch. If we click here, we can see other scenario recipes for this branch. I'll click off and click cancel here. But we can see how this works. branching into separate nodes. If the email is opened, we wait a day and send email two. If not, we send email one with a new subject. And if we scroll down, we can see the rest of the tree. Eventually, we check to see if email two is opened and fork again. Under each no condition, when we send a second email with a new subject, we eventually end up linking to email 3. And finally, one more send in the sequence until we get to email four. At any point in the workflow, you can add a note by clicking the plus button. And then you can search for a new action here or here. And when you're ready to start testing, you can select test workflow. Then you can select a contact. I'll choose myself and run test. Obviously, the email sequences can get pretty complex. Let's go back to workflows. We can also use build using AI. I'll try entering a prompt. I want to send a contact my advertising email template. Then wait a day and then I want to send it to them again with a new subject line if they haven't opened it. Then I'll click build workflow. Go high level will show you working through the steps here. And when it finishes it will load the builder with workflow AI opened. So we can scroll up. Here is a new contact created as a trigger. So we may need to edit this. Then we'll send the initial advertising email. Then we'll wait the day. And then we branch off into our multiple paths. When the email hasn't been opened after the timeout, then we resend this advertising email with the new subject. I find the AI workflows aren't always perfect, but if this is new to you, like it was for me, this can be helpful to just get some nodes down as a draft. We can open this. It's already filled in a subject. We can select the template and save. If we go to our trigger here, we have contact created. We can add a filter. So maybe hashtag equals to sponsor potential. That way this workflow isn't triggered every time a contact is created. Only when the contact is created and has the sponsor potential tag added. In this type of node, you could keep adding filters to select the contacts you want. And then I could save. Workflows can be overwhelming at first. Just know there's a lot of potential here in email marketing and with other tasks as well. I'll go back to workflows and briefly show you the global workflow settings, which is helpful if you want to pause a workflow for a certain amount of time. And I'll exit settings here. Moving now to the sites tab. Go High Level provides you the tools to build your online presence with websites, funnels, and more. And online presence isn't limited to your web properties. It also includes other touch points you may have with your contacts, like when you ask them to fill out a form or participate in a survey. Let's start by looking at some of the functionality here that you might use most often. Funnels in Highle let you build step-by-step paths designed to convert. Each funnel is made of steps like a landing page, a checkout page, and a thank you page. In my example, if I were selling Medics Media podcast sponsorship slots, I could guide a potential sponsor from learning about the benefits to booking a spot and then to a thank you page in a few steps. To create a funnel, click new funnel. I find the fastest way to get up and running is to create a funnel from templates and continue. On the left, you can search for templates. I'll try media and this looks fairly sleek and modern. Choose template and go high level will add the template. Now, if we take a look, this is still fairly generic, but I think it gives a good skeleton and we can replace the content. Up here, you'll have an option to connect a domain. Here is our URL to preview. I'll close this tab. You have all of your standard tools. Here you can add elements from here. And when you click elements, your properties will be on the right hand side. I'll close this. And up here, you can save or publish. I'll save this. And then I'll go back here. We can see the steps that were created for us. And we can add new steps or import them if we want. At each step, we can add a product. This will pull from your existing product list. You can choose a price and save. If we go back and click new funnel again, you can start from blank when you're feeling more comfortable or you can also try funnel AI. If you continue, you have a few of these funnel generations for free. You just enter your business name, select an industry, click next, then you can fill out this short prompt, and then generate. Once it's done, it will automatically open. And that's just one more way that you can generate a starting point. I'll save this and then return. Coming over to websites, they will give you more room to showcase your products or services as compared to a funnel. They have menus, multiple pages, and freedom for visitors to explore rather than be guided step by step. Click here to create a new website. And you can start from blank again, or the fastest way to get up and running is to choose a template. Then I'll click continue. I'll search media again and choose one. Your template will be added. It will open up and we'll see the same intuitive builder interface that we saw in the funnel builder. Here you can change the page. You can toggle the mobile and desktop view here. The properties for each element are found on the right and you can still preview, connect the domain, save or publish. I'll click save and then back. And in this view, we can see that the pages are broken out individually. Click back once more to get to your full website list. In stores, you can also build an online store to sell your products. Unlike a regular website, a store adds e-commerce tools like product pages, inventory, and checkout. If you didn't use GoHighle, you might want Shopify for something like this, but here it's built right in and you have a guide to walk you through the steps. If you have followed along so far, you might have things like add products and setup payment provider already checked off. And you can continue working through this guide to get set up. I'll close it. When you're ready, you can click new store. Like funnels and websites, you can choose a template and continue. I'll choose this one and go high level will add the template for us. If we scroll down on this page, we should find an element called product list. That's right here. Now, if we preview this store and scroll down to that product list, you'll see the products that we have already entered in GoHigh level. I'll close this, then click save. I'll click back. And you can get a sense of how quickly you could launch a fully featured store. We have a lot of tools under the sites tab here, and I can't cover them all in this video, but the blog tool makes it very simple to manage and oversee posts for your business. Click create blog site, and you can enter a site title, a domain and slug, and a description. Or if we go back and you choose this drop down here again, we can get set up pretty quickly by creating a blog from a template. I'll select one and this will quickly add several blog posts and you can edit this content right away. Here we can open one and we're right back to this blog editor. I'll click back. When you're ready to publish it, you can click on the three dot menu and then settings and then you can give it a domain. If you don't have any domains added, click the settings gear. And here you can purchase or just connect the domain. I'll go back. And if you prefer WordPress, Gohigh Level lets you host it directly inside the platform. That means that you don't need a separate hosting provider. You can consolidate everything in one place. This might be a good fit for you if you're already familiar with using WordPress or if you have a WordPress site. I'll link a WordPress tutorial that I've done in the description if you want to learn more and pursue that later. If you want to use High Levels hosting, click here to activate WordPress. Then you can decide whether to charge the sub account or if you'd like to charge the agency. and then you can subscribe here. Finally, you can add a chat widget to any site or funnel. Any messages come right back into your conversations inbox so you can respond quickly without juggling multiple tools. Click new and then select the type of chat. I'll choose all-in-one. In the top right, you notice that get code and save are not clickable. Highle tells us the agency website URL cannot be blank. If you see this message before you start, you need to enter something for your agency website URL. To do that, click back and let's leave. We haven't done anything yet. Then click here to switch to agency view. Then go to settings. Click on the company tab in the left and enter a company website. Once I do that, I'll scroll down and click save changes. Then we can return to our sub account up top, then back to sites, over to chat widget, and we can start over by editing the chat widget we started. On the left, you have some styling options. You can scroll down and customize your widget using these. There's also a widget customization section. In the middle, you can configure the chat window with the content that will be shown. And you have some control over the messaging. So you can see things like the live chat acknowledgements and more. Now when you're done you can click get code and you can copy this script to use on other sites. I'll close this and I'll show you how you can use this on one of your highle websites. So let's go back. Click websites. Then click on a site to open it. Go to settings. Scroll down. And here you can enable the chat widget. Then I'll save. If we preview from the homepage, we should see the chat widget in the bottom right as we had configured it. I'll close this. If you offer courses or paid content, the memberships feature lets you set up a designated members area right inside go high level. All of this content is delivered through the client portal, a secure branded login area where your customers can access their courses, communities, and any other membership content you give them. to see what the portal looks like. Make sure you're on the dashboard and then you can click on this client portal URL. Before you customize it, this is what users will see when they get there. I'll close this. And if we scroll down on the dashboard, we have several different actions that we can use to invite users. You can generate a magic link, invite them to the portal, or send a login email. Contacts will also receive an email if they purchase an offer. And within that email, there will be a link to join. If we scroll back up, we can come up here and click settings. And this is where you can configure your client portal. You can set up your domain, pick your chat widget. Here we can open branding. This is that blue color we just saw on the preview. We can add logos, support, and then if we go back, we also have email settings. The one that I was just talking about, the email that goes out for course buyers, that's this offer access email. and we can take a peek and see what that looks like. I'll close this and go back to the dashboard. Now that we've looked at the client portal itself, you'll need something for your members to actually access once they're inside. That's where products come in. So, I'll go to courses and click products. Let's start by creating a test course and then we'll package that course into an offer. I'll click create product. You can import from Kajjabi if you're familiar and have courses there. But I'll start from scratch. And then we have a couple preconfigured options. The sprint course is very short. The marathon has a little bit more. You can choose a membership or you can build your own from scratch. Let's select a sprint course here for the example. And I'll call this YouTube ranking academy. Let's suppose I have some contacts that want to skill up in YouTube themselves. Here I'll click create product. If you had started from scratch, you would have to make all of these lessons yourself. But by clicking the sprint course, you have some skeleton that's already built out. If you click this button, you can add lessons, subcategories, assessments, and credentials. So, you can still customize this. Here, we'll notice a notification about your payment processor. Until you hook this up, you can only have free products here. If we click this button, we can preview the course in a new tab. I'll close this. At any time, we can preview an individual lesson and we can see how this lesson looks within the player. I'll close this. With the pencil icon, we can edit a lesson. You can upload video, audio, configure your title, description, add a video thumbnail, add a lesson thumbnail. When you've made changes, you can click save. I'll go back for the moment. In the top here, we can enter product details. You can edit the title, add a description, add a product thumbnail. You have a few customization options. This is the default theme, but you can browse some of them here. Not a huge selection, but you do have some options to change it up. Offers we'll cover in just a second. And then you also have a place where you can manage comments. And if you go back, there's also a section for credentials. You can click the three dot menu and say preview. This will show you the certificate that people get upon completion. Let me close this. And now let's look at offers, which you can find under courses. Now that we have a course added as a product, the next step is to create this offer. This is where you decide how people will actually get access, whether it's a onetime payment, a subscription, or if you're bundling this product with others. In the top right, click create offer. I'll give this a title. Then I'll select which products to include in this offer. YouTube ranking academy is the one we just added. for type again until I add that payment processor. Free is the only type we can have. And you can add a price text override if you'd like. Then I'll create the offer. You can see that we're currently in draft mode here. This is our title, our description, and our price. I'll set this to published. And then I'll save. We can check out upsell where we would add additional offers. And then we can get a link to the offer. I'll copy this. And we can also preview it right here in this tab. I'll close this. Go back to details. You can also edit the checkout. So I'll click here. And there are a few more things you can configure. You can add a banner image here, a poster image, a logo image. You can collect some contact information. Maybe you want their phone number. If we go back, you can also configure a service agreement. Once your offers are set, you can go beyond just selling courses by creating a community. Communities let you build groups where your students can connect, ask questions, and share progress. This adds a social layer, a social value on top of the content that you're selling. Here, scroll down and click create a community. You can fill in the details. I'll provide a group name. You can edit the group URL, add a brief description, and then you can set if this group is discoverable or not. I want this to be private. Down low, you can add some branding elements if you'd like. And then click create group. That will open the client hub. And if it's the first time you're joining, you'll be prompted to upload a profile picture. Here you can invite members. You can copy the group link or invite by email. I'll close this and close the community. If I open a new tab and paste that link, this is the signup screen that someone will be welcomed with. I'll close this. Down low, we can see our group. We can change the status here and make it inactive at any time if we would like. And we can change the owner. Finally, within the memberships tab, you have credentials. And here we can see a certificate for YouTube ranking academy. So, this was created when we had our course. And much like the sites and funnels and email builders, we can edit all of these elements to create our certificates. I'll go back. You can also explore the Go Collab Marketplace if community features are really important to your business. Now, let's switch gears and take a look at media storage where all of your files and creative assets are managed. Under media storage, you can manage the files, images, and videos that you'll use across your websites and campaigns. There are some image generation features here as well, built right in. We can see that our files have been added. If I go to the my media dropdown, we have tools for background images. You're able to get images from Unsplash. I could search for media advertising and you also have the option to use Pixabay. You can obviously upload your own images here. You can connect to drive. If I go back to my media and I clear the search, our brand board has been saved here. And our AI content has been saved here as well. These are the generations that I created earlier. If you want to create a new generation, you can click here. You can add a prompt. Choose the number of variations and choose a style. As a refresher, if you need to track the cost of your AI generations, that's under AI agents, content, AI, and the image tab. And here you can see those images and the cost for the generations. Another key part of growing your business is building trust. And Gohigh Level has a full reputation system built right in for managing reviews. In the reputation tab, the top shows an overview and you have onboarding steps and you'll first want to connect your Google business profile. At the bottom, you'll see your stats. And when you're ready, you can send a review request here. I'll choose a contact. Let's do Bob. And I want to check email here as one of the modes, but we need to enable email requests. Click here. And then toggle this button. Once you toggle that on, the default email will be set. Here you can click the three dot menu and preview and edit. So here we can review. You can change the name and subject and then click save. Or you can use an entirely new template by clicking here. Now you can customize this more to your liking, but I'll cancel for now. And I'll make sure that I click my default email here. Then come back to overview and we'll start the request again. I'll select Bob. Now we can check emails a mode and our template is selected. Then I can send that review request. Then you can refresh and you'll see that invite. When that review comes in, you'll see it here. If you go to the requests tab, you can see what we just sent. And when Bob responds to the request, that will show here in reviews. And on the widgets tab, you can create a section to embed on your website. If we go over to the templates tab on the right, you can pick one of these styles. Then you can edit the widget if you'd like. And then when you're ready to copy this and embed it to your site, then you can come up here and click this button to review the widget code. This link will show you how to use the review widget on your website or funnel. I'll close this and this. Finally, let's take a quick look at how the settings are organized in GoHigh level and where you can configure your account, business services, and other preferences. We have settings in two places. So, first, if we go up here and switch to agency view, agency settings will be down in the bottom left. We'll use the agency settings for things that affect the whole agency like billing, branding, or client accounts. And then we can also get to the settings within the sub account. So I'll click here to switch, open the sub account, and we can navigate to the sub account settings. We'll use the sub account settings for the tools of each client of our main business like calendars, pipelines, and domains. We can see things here like our profiles, our billing, and settings for all the other functionality. But after you start to get familiar with go high level, many people want to invite a user within the sub account. To do that, click my staff. Then in the top right, click add user. You can give the user a name and an email and other details like a phone and a profile picture if you'd like. Then I'll click next. You can select a user role. I don't want this person to be an admin, so I'll change it to user. And then you can further restrict this user's visibility and control all of their roles and permissions individually. When you're happy, click save and go high level will send this user an invite email. So that adds a user within your sub account. To do this at the agency level, simply come up here, switch to agency view, then the agency settings, and here you'll want to go to team. You'll see yourself as the agency owner, the new user that we just added as an account user, and you can add another. Another popular thing that people want to do is add a custom field. That way, they can track something unique to their contacts. Maybe that's a field for their primary YouTube channel. Maybe that's a field for their primary podcast. Once that custom field is created, it will show up across the contact forms for that business. This is done at the sub account level. So, let's navigate to the top left and choose our sub account. Go back to the sub account settings. Then I'll scroll down and select custom fields. In the top right, I'll add a field. And here you can choose through all the custom field types. In my case, I'll just choose a single line text input. And then I'll click next. And I'll give it a name. Here I'll call this primary podcast in case our contacts also have a podcast. I'll keep this on the contact object, but you can do this for opportunities and companies as well. And then here I'll select the contact group. This is where on the form it will show up. And I don't want any placeholder or prefill values for the moment. So I'll click save. Then I'll exit settings by clicking go back. I'll go to contacts. I'll find Bob. And if we scroll down, we can see the earlier field that I added, primary YouTube channel. And this is the new one that we just added, primary podcast. And that's how you can customize contacts with fields of your own. If you haven't yet been following along, you can start your own free 14-day trial of GoHigh Level using the special link in the description. That link will always give you the best deal available at the time, and it helps support the channel. Let me know which features of GoHigh Level you're most excited about using to manage and grow your business.