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WarPlan GoHighLevel

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Workflow Triggers

Whatsapp Workflow Integration
Workflow Trigger: Affiliate Enrolled In Campaign
Workflow Trigger : Messaging Error - SMS
Workflow Trigger: Contact Changed
Workflow Trigger: Number Validation
Workflows: Multi-Select for Forms and Surveys
Workflow Trigger: Facebook - User Comments On A Post
Workflow Trigger: Instagram - User Comments On A Comments
Workflow Trigger: Certificates Issued
Workflow Trigger: Contact Engagement Score
Workflow Trigger: Documents & Contracts
Workflow Trigger: Opportunity Changed
Workflow Trigger: Page View
Workflow Trigger: Opportunity Created
Workflow Trigger: Subscription
Workflow Trigger: Refund
Workflow Trigger: Contact DND
Workflow Trigger: WhatsApp
Workflow Trigger: Completed Task
Workflow Triggers: Opportunity Triggers
Workflow Trigger: Form Submitted
Workflow Trigger: Payment Received
Loop Lockouts
Workflow Trigger: Opportunity Status Changed
Workflow Trigger: Custom Date Reminder
Workflow Tigger: Email Events
Workflow Trigger: Product Completed
Workflow Trigger: Note Added
Workflow Trigger: Note Changed
Workflow Trigger: Order Form Submission
Workflow Trigger: Pipeline Stage Changed
Workflow trigger: Task Added
Workflow Trigger: Task Reminder
Workflow Trigger: Trigger Link Clicked
Workflow Trigger: Twilio Validation Error
Workflow Trigger: Video Tracking
Workflow Trigger: Product Access Granted
Workflow Trigger: Product Access Removed
Workflow Trigger: Shopify Abandoned Checkout
Workflow Trigger: Shopify Order Fulfilled
Workflow Trigger: Shopify Order Placed
Workflow Trigger: Stale Opportunities
Workflow Trigger: Survey Submitted
Workflow Trigger: TikTok Form Submitted
Workflow Trigger: Affiliate Created
Workflow Trigger: Customer Replied
Workflow Trigger: Facebook Lead Form Submitted
Workflow Trigger: Invoice
Workflow Trigger: Contact Created
Workflow Trigger: Appointment Status
Workflow Trigger: Birthday Reminder
Workflow Trigger: Call Status
Workflow Trigger: Membership Lesson Started
Workflow Trigger: Membership New Signup
Workflow Trigger: Membership Product Started
Workflow Trigger: Offer Access Granted
Workflow Trigger: Lesson Completed
Workflow Trigger: Category Started
Workflow Trigger: Order Submitted
Marking Calls as Completed
Workflow Trigger: Category Completed
Workflow Trigger: User Login (Membership Login)

Workflow Actions

Workflow Action: Add to Affiliate Manager
WhatsApp: Customer Service Window Check
Workflow Action: Add Contact Tag
Workflow Action: Remove Contact Tag
Workflow Action: Add To Google Analytics
Workflow Action: Log External Call
Workflow Action: Add Manual Sales for an Affiliate
Workflow Action: Add Leads Under an Affiliate
Workflow action: End IVR Call
Workflow Action: Facebook Interactive Messenger
Workflow Action: Remove Contact Follower
Using WhatsApp Delivery Status in Workflows
Workflow Action: Send Email
Workflow Action: Conversation AI
Workflow Action: Modify Contact Engagement Score
Workflow Action: Add Contact Follower
Workflow Action: Respond On Comment for Facebook and Instagram
Workflow Action: Instagram Interactive Messenger
Workflow Action: Text Formatter
Workflow Action: Issue Certificate
How to Use Contact Engagement Score Workflow Actions and Triggers
Workflow Action: Split
Workflow Action: Update Contact Field
Workflow Action: Update Custom Value
Workflow Action: Update Appointment Status
Workflow Action: Set Contact DND
Workflow Action: Send To Eliza Agent Platform
Workflow Action: Send Review Request
Workflow Action: Remove Opportunity
Workflow Action: Remove From Workflow
Workflow Action: Remove Assigned User
Workflow Action: Messenger
Workflow Action: Course Revoke Offer
Workflow Action: Instagram DM
Workflow Action: GMB Messaging
Workflow Action: Facebook - Remove From Custom Audience
Workflow Action: Create/Update Opportunity
Workflow Actions: Add to Google Adwords
Workflow Action: Facebook - Add To Custom Audience
Workflow Action: Voicemail
Workflow Action: Update Affiliate
Workflow Action: Remove From Affiliate Campaign
Workflow Action: Add To Affiliate Campaign
Workflow Action: Call
Workflow Action: Send Internal Notification
Workflow Action: Send Internal Notification
Workflow Action: Send SMS
Workflow Action: AI Appointment Booking Bot
Workflow Action: Add To Workflow
Workflow Action: Add To Notes
Workflow Action: Add Task
Workflow Action: Math Operation
Workflow Action: Manual SMS
Workflow Action: Manual Call Event
Workflow Action: Wait
Workflow Action: Go To
Workflow Action: Facebook - Conversion API
Workflow Action: Set Event Start Date
Workflow Action: Webhook
Workflow Action: If/Else
Workflow Action: Assign To User

Settings

How to Setup and Configure a New Domain or Subdomain
Media Storage
How to Configure Custom Notifications as a User within the Account
How to Purchase a Domain
Error Codes Library - Sendgrid
KYC Requirements in the United Kingdom
Register Branded Domain For Apple Pay & Google Pay
WarPlan Phone Regulatory Bundle
Printful Integration
Domain Migration To CloudFlare
Settings: Business Profile
Company Notes
Settings: URL Redirects
Security and Compliance Overview
Settings: My Profile
How To Validate a Contact’s Email in WarPlan
Settings: Custom Fields
Internationalization: Multiple Language Support
How to send a Regular Email Campaign
Customizable 404 Error Page
Settings: Company Billing Overview
Settings: Pipelines
Settings: Phone Numbers
Settings: Domains
Settings: Integrations
Settings: Email Services
Settings: Media
WarPlan Email Validation
WarPlan Email Bounce Suspension
Settings Overview
WarPlan Email: How to Set Up a Dedicated Sending Domain
Settings: Company Billing Overview
How To Turn On/Off Alternate Timezones
Add Multiple Lines in a Custom Value
WarPlan Phone SHAKEN/STIR
WarPlan Phone Verified Caller ID
WarPlan Phone Regulatory Bundle
Business Profile Creation Flow (Trust Center)
Template Library
Settings: Business Fields
How to Use Audit Logs
Call Tracking and Missed Call Text Back for Google My Business
How to change the default currency type
​How To Include Email Signatures On All Outgoing Messages
Settings: My Staff
​How to Edit User Information and Permissions
How to Reset Your sub-account Password
Notification Preferences
Settings: Tags
How To Add a 3rd Party Email/SMTP Account
Understanding Time Zones
Understanding Domains
List of Custom Values
Settings: Custom Values
Setting Time Zones
How To Use The Universal Search Feature
GDPR Compliance Information
Supported Media Types

Funnels and Websites

How to use countdown timer in funnels
How to Add SEO Descriptions and Keywords to Your Ecommerce Store
How to Add Shipping Labels or Packing Slips for E-commerce Store Orders
Card Authorization for Subscription and Payment Plans
How to Add Multiple Chat Widgets for each Sub-Account
Image AI in Funnels, Websites, and the Media Storage Tab
Security Headers For Funnels And Websites
Analytics Tool For Funnels & Websites
Prebuilt Elements and Sections In Funnels & Websites
SEO Suggester
How to set up Google Ad Precautionary Tracking Script
DMARC Record Wizard
How To Upgrade from V1 to V2 Funnels
Client Portal Overview
Online Store in Websites
Picture in Picture Mode for Funnels and Websites
Using The Typography Preview In The Funnel & Website Builder
Client Portal for Affiliates
Funnel and Website Settings Overview
How to Add a One Time Product in the Funnel Builder
How To Set Up Your XML Sitemap
How To Upload and Utilize A Favicon
Implementing Funnel Best Practices
How to Add A Facebook Pixel to a Funnel
How to Connect Your Domain to a Funnel or Website
How To Clone and Share Funnels
Converting Funnel Steps and Website Pages Within WarPlan
How To Import Your Funnels from ClickFunnels
How To Set Up Payment Plans In Funnels
Split Testing in Funnels
​How To Create A Custom Website
How To Create and Add a Chat Widget to Funnels and Websites
How to Add Facebook Pixel to Your Website
Understanding URL Paths
How To Add a Privacy Policy and Cookies Pop Up
How To Redirect Domains (from www to non-www) - Google Domains
How to Transfer a Domain to Cloudflare
How To Redirect Domains in Cloudflare (for non-www. and www.)
How to Add a Meta Tag for Google Search Console Domain Verification
Card Authorization in Websites
Cloudflare Setup

Set Builder

Managing App Permissions in Client Portal: Activating/Deactivating a child-App
How to add animations to text elements in the website builder
Single Line Feature in the Form Builder
How to Customize the Chat Widget
How to use Custom CSS Selector in the site builder
Setting Up Buy Now Pay Later for Order Forms
Forms and Surveys SMS Verification
Box & Text Shadow Settings for Funnels and Websites
Related Products in Ecommerce Stores
How to Implement and Customize Cookie Consent Banner for Your Website
CRM Loading States: Troubleshooting lags and Impact of Custom CSS and JS
How to Add Canonical Links to Your Funnel or Website
Using Video Backgrounds in the Funnel & Website Builder
Using The Image Slider in the Funnel & Website Builder
How To Create and Update Global Sections
Custom Elements in the Site Builder
Text Elements in the Site Builder
Navigation and Search Element for Blogs
Using a Video Element in the Funnel Builder
How To Use an Image Element in the Funnel Builder
GDPR Compliance with Custom Checkbox Consent in Forms
Content AI for the Site Builder
Image Optimization In the Site Builder
Custom Fonts in the Site Builder
Adding the Review Widget to your Funnel or Website
How to Add An Order Form to a Funnel or Website
Cart Mode in One-Step and Two-Step Order Forms
How to use URL Parameters on your Landing Page
How to Use Forms, Surveys, and Calendars in Funnels
Hosted Video Element
How To Use Time Delay In The Funnel and Website Builder
Customizing Your Funnel and Website for Mobile and Desktop Views
Funnel and Funnel Builder Overview
How to Create and Use a Coupon/Promo Code - Two Step Form
How to Create and Use a Coupon/Promo Code - One Step Form
​How To Activate The One-Click Purchase In Your Funnel Step
How to Change a Logo in the Funnel or Website Builder
Customizing Funnel and Website Colors
How To Create and Update Global Sections
How To Add Hyperlinks to Websites And Funnels
How To Configure The Buttons on Your Website

Email & SMTP

Dedicated IP Guide
WarPlan Email: SSL Certificate for Dedicated Sending Domain
Error Codes Library - Gmail/Google Workspace
Error Codes Library - Outlook
Adjusting Appearance and Styling within the Email Builder
Managing Elements in Email Builder
Create SMTP Credentials For Dedicated Domain
How to Set Up DMARC Records for Email
Meeting Google and Yahoo’s Email Sender Requirements
Understanding Email Verification
Using the FAQ Element, Save Icon, and Product Element in the Email Builder
Image AI in the Email Builder
Best Practices To Prevent Your Emails from Ending up in Spam
How to Use the Email Builder and Its In-Line Editor
How To Use Trigger Links in Emails
RSS Blocks In the Email Builder
How-to Send RSS Email Campaign(s)
CC and BCC Features to Our Email Composer
Introducing Email Errors
Email Analytics
Email Builder: Understanding Advance Conditions for Smart Lists and Tags
How to Change the Content of an Ongoing Email Campaign
How to Import a Template to the Email Builder (Campaign)
Video Element in the Email Builder
Email Attachment Size Limits
Email Templates vs Email Campaigns
How to Use the Email Builder for Email Templates
Content AI in the Email Builder
Using Custom Fonts in the Email Builder
Custom Reply Address
List Unsubscribe Headers
Gmail 2-Way Email Sync
WarPlan Email Authentication - DMARC
Masking Sender Emails - From Name and Address
Split Testing in Email Campaigns
Hyperlinks in the Email Builder
2-way Email Sync for Outlook
WarPlan Email Unsubscribe Link
Integrating Gmail for Email Service
"Add This Event To Your Calendar” Custom Values
Forwarding Address and BCC in Email Setup
Test Email Error Troubleshooting
Checking Email Statistics
How To Use RSS Feeds in the Email Builder
How To Use the Email Builder
How To Differentiate Between Basic and Custom for RSS Headers and Items in the Email Builder
Email Deliverability 101
What To Do If Your RSS Email Body Is Showing HTML Tags
How to Connect SendGrid as your SMTP Service
How To Hide Email Elements In The Mobile View Of Your Email Builder
Using Mobile Formatting in the Email Builder

Payments

The Estimates Feature in Payments
How to Add Automated Invoice Reminders
How to Import Products From Stripe
Square Integration for Processing Payments
How to Enable Auto-Payment on Payment Schedules in Invoices
How to Create Custom Invoice Notifications
How to Configure BNPL for Invoices
How to Manage Payment Methods Displayed with Stripe Integration
Documents and Contracts: Recurring Products in Product List
Automatic Taxes for Payment Links
Setting up Buy now Pay later for Payment Links
Manual Payment Method in E-commerce Stores
Invoices: How to Add Tips
Customizing Documents and Contracts
Using Floating Text Fields in Document & Contracts
Product Catalog inside Point-of-Sale
Creating Shipping & Delivery Rates
Recurring Products in E-commerce Stores
Partial Fulfilment of Orders placed on E-Commerce Stores
Streamlining Payments: Automated Receipts, Text2pay Links, and ACH Direct Debit for Invoices
Setting Up Buy Now Pay Later For Sales
Payment Plans Invoices
Countries Supported for Payments Through NMI
Adding Optional Items to Documents & Contracts
Manually Charging Contacts
Negative Line Priced Items for Invoices
How to Create Product Payment Links
How to Import Products Via CSV
Invoice Email Templates
Setting Up Product Inventory
Affiliate Manager Part 4 - How to Manage Affiliate Payouts
Product Collections
Capturing Initials in Documents & Contracts
Point-of-Sale Checkout
Checking Documents & Contracts within Contacts
Customizing Email Subject Lines for Documents & Contracts
Update Subscription Payment Method
Adding Optional Items to Documents & Contracts
How to integrate Authorize.net
Payment Links
Automatic Receipts for Order Forms and Calendar Payments
Invoice Creation after Document/Contract is Signed
Utilizing Document Variables in the Proposal Builder
Affiliate Manager - Customize Naming conventions for your Niche
Auto Payments in Recurring Invoice Templates
Overview of Documents and Contracts
Automated Receipts for Invoices and Text2pay Link Payments
Apple Pay and Google Pay Invoices or Text2Pay Links
Invoice Settings
How to Process Refunds
Default Gateways for Payment Integrations
Network Merchants Inc. Integration
Available Testing Cards for Payment Integrations
How to Test Payments in a Funnel or Website
Switching from FirstPromoter to Affiliate Manager
How To Customize The Tax Settings in Your Payments Section
Subscriptions Tab in Your Payments Section Overview
In Depth Look at Coupons
Affiliate Manager Part 2 - How to Add or Upload Affiliates
Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign
How To Use The Transactions Tab in Your Payments Section
How To Use The Payments Tab
How to Create, Manage, and Void Invoices
How To Use The Orders Tab in Your Payments Section
Creating Recurring Invoices
How To Download a PDF of an Invoice

Workflow

The Estimates Workflow Trigger and Action
Communities - Private Channel Workflow triggers & actions
Using WhatsApp Delivery Status in Workflows
How to Restore Deleted Workflows
How To Check What Triggered Someone Into a Workflow
How to Set Up Trigger Links in Workflows
Using a Workflow and Smart List To Track Failed SMS Contacts
Understanding the Workflow Enrollment History and Execution Logs
How to Create and Use Workflows
How to Setup IVR (Interactive Voice Response) using a Workflow
Customizing the From Email Address in Workflows
How to Move/Remove Contacts from Workflow Steps
How to Duplicate a Workflow
Pausing and Resuming Workflows
Race Conditions in Workflows (Unexpected Behavior)
Using the Testing Features in Workflows
Understanding the Workflow Settings Tab
How to Get Notified When a Lead Opens an Email
How To Connect Course and Funnel Checkout Using Workflows
Loop Lockouts
How to Create a Double Opt-In System
How To Check What Triggered Someone Into a Campaign
How to Duplicate or Copy a Workflow
Workflow Action: Edit Conversation
How to set up Google Ad Conversion Actions and Google Adwords Action
List of Workflow Triggers
Understanding the Workflow History and Status Tabs
Customizing Delivery Timeframes Within Workflows
How To Use Multiple Triggering Events in Workflows
How To Set Up Automated Calls And Voicemail Drops in a Workflow
How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
How to Import Campaigns into Workflows
List of Workflow Actions
How To Move Actions in the Workflow Builder
Workflow Recipes
Courses Triggers Overview for the Workflow Builder
Workflow: Abandoned Cart
Workflow Contact Attribution Variables
How to Organize Your Workflows Into Folders
How To Mark Appointment Status as Invalid Using a Workflow
Bulk Actions - Campaigns and Workflows

Social Media

Using The Image Editor in the Social Media Planner
Bulk Scheduling Posts for the Social Planner Using a CSV
Share your Review Post on social media using Social Planner
How to Connect Your YouTube Account with the Social Planner
Social Planner: Connect Multiple Pinterest Accounts
Social Planner Notifications
How to Use the Social Planner to Post Reels to Facebook
How to Connect your Facebook page in Social Planner
Watermark Posts in the Social Planner
How to Create a WhatsApp Template
Facebook Publishing Troubleshooting Guide
How To Schedule Content with the Recurring Scheduling Post Feature
Image and Content AI for the Social Planner
How to Schedule your Instagram Reel with the Social Planner
Instagram Direct Messaging Integration
How to Connect TikTok in the Social Planner
How to Clear Linkedin Link Preview Cache
Publish Instagram Stories in the Social Planner
How to Connect Your Instagram Business Account With Your Facebook Account
Facebook Conversion API Integration for Lead Events
Creating Posts in the Social Planner Social Media Tool
Post Approval in the Social Planner
How to Connect to Your Google My Business Page for Use in the Social Planner
How to Connect to Your Facebook Page for Use in the Social Planner
How to Create and Utilize the Group Hashtag Feature
How To Verify Your Domain With Facebook
Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
Viewing Failed Post Error Messages in the Social Planner
How to Connect to Your Facebook Group for Use in the Social Planner
Optimal Image and Video File Sizes and Dimensions for the Social Planner
Using the Social Planner Social Media Tool
What's a Follow Up Comment and How To Use it in the Social Planner
How To Create Groups of Social Media Accounts
How To Connect LinkedIn for the Social Planner
How To Connect Your Twitter/X Account for the Social Planner
Connecting Your Instagram Business Account to the Social Planner Social Media Tool