GHL Weekly Breakdown: HighLevel Updates for Mortgage Pros - Brand Boards, Workflow Triggers, & More!
Stay ahead with our weekly breakdown of HighLevel’s updates, spotlighting the features that matter most for mortgage pros.
This week, Michael covers:
Custom Audiences for Ads Manager: Create new Custom or Lookalike audiences right from the campaign builder flow instead of going to Facebook.
Workflow Wait Steps Upgrade: New condition and timeout branches, clearer text explanations, updated "Wait For" UI, enhanced contact management in stats, and detailed logs for timed-out and fulfilled contacts.
Fixed Workflow Trigger: Trigger a workflow off of an Instagram comment.
Assigned Data in Dashboard Widgets: Widgets now display only assigned data for users with "Only Assigned Data" enabled, with smart filtering and automatic configuration for easier data visibility.
Calendar Privacy Mode: Keep third-party calendar details private with the new Private Mode, visible only to the connected user
Brand Boards: Easily manage brand guidelines with new Brand Boards! Create multiple boards, save logos, colors, fonts, and access them quickly in email builder, funnels, and color pickers. Includes an eye dropper tool for custom colors.
Prebuilt Section Templates for Funnels & Websites: New section templates are live, making funnel and website creation faster with categories like Welcome, About, Testimonials, FAQs, and more.
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Chapters
00:00 Introduction
00:39 Ads Manager - Custom Audiences
01:23 Wait Steps in Workflows
03:11 Trigger Workflows from Instagram Comments
04:57 Meta Outage - Quick Fix for Failing Instagram DMs
05:20 Customize Dashboards - Only Assigned Data
06:56 Privacy Mode in Calendar Permissions
08:22 New! Brand Boards
10:15 Prebuilt Section Templates
11:29 Conclusion