What’s new?

We’ve enhanced message filters with 2 updates: a new Has Attachments filter with yes/no values, and a new Message Body filter that combines the older Contains Phrase and Exact Match Phrase filters in one place.

How it works

Use Has Attachments to check whether a message includes files. Use Message Body to filter messages by whether the body contains, does not contain, exactly matches, is empty, or is not empty. Existing workflows using Contains Phrase or Exact Match Phrase will continue to work.

How to use it

• Open the message filter setup in your workflow.
• Choose Has Attachments or Message Body.
• Select the condition and enter the phrase or yes/no value.

Why we built it

This makes message filtering clearer and more flexible, while keeping existing workflows safe and unchanged.

Simple example

• A marketing agency uses Has Attachments = Yes to route messages with uploaded creative files to the design team.
• A real estate team uses Message Body contains “showing” to send property showing requests to the right pipeline.

Additional Notes

• Has Attachments supports yes/no values.
• Message Body includes contains, does not contain, exact match, empty, and not empty checks.
• Older Contains Phrase and Exact Match Phrase filters remain backward compatible.

Preview

What’s new?

The Goal Event now supports Task Status as a goal type with support for both Task Created and Task Completed. This lets workflow builders pull a contact to a goal branch when a task tied to that contact is marked completed.

How it works

In the Goal Event action, select Task Status, then choose Task Created / Completed and add filters using the same filter options available in the Task based workflow trigger.

How to use it

• Add or edit a Goal Event action in a workflow.
• Select Task Status as the goal type.
• Choose Task Created / Completed, then apply any needed task filters.

Why we built it

Task lifecycle events were already available as workflow triggers, but not as goals. This closes that gap and helps builders route contacts based on real CRM task progress without extra workflow steps.

Simple example

A consulting agency creates a CRM task from a form submission. When the assigned onboarding task is marked Task Completed, the contact is pulled to the goal branch and receives the next onboarding email.

Additional Notes

• Uses the Task Created / Completed event
• Users can filter tasks by Name or Assignee

Preview

Create unique email variations automatically to make cold outreach more personalized and less repetitive.

What is new?

You can create multiple variations of words, phrases, or entire sentences within a single email template, and emails will automatically select one variation when the email is sent.

Example: {SPIN| Hey | Hello | Hi} there!

Here the customer would either see "Hey there!" or "Hello there!" or "Hi there!".Spintax also supports nested Custom Values within variations and can be used in subject lines, preview text or the email body.

Impact

1. Helps reduce content uniformity in cold email campaigns, supporting deliverability and SPAM best practices.

2. Reduces repetitive content across large outreach sequences.

3. Tests different messaging approaches without maintaining multiple versions of A/B.

4. Achieves feature parity with leading cold outreach platforms.

How to use

1. Open the email builder.

2. Add your content variations inside curly braces after the keyword "SPIN" {SPIN|} and separate each option with a pipe |.

Example:

{SPIN|Hey|Hello|Hi}

1. Save your message or template.

2. When the message is sent, we automatically select one of the options at random. You can test this in inbox post send.

📝 Overview

Added QR code sharing directly inside Funnel Builder so you can create and download a QR code for the current funnel step without leaving your workflow.

🆕 What’s improved

• You can now generate a QR code directly from Funnel Builder
• The QR code is automatically linked to the current funnel step
• You can download the QR code in PNG, SVG, or PDF
• You can also choose Edit QR to open more customization options
• The QR code option only appears when a domain is connected or hosted

🔍 How to access

1. Open a funnel in Funnel Builder
2. Locate the Funnel URL at the top of the page
3. Click the QR code icon next to the URL
4. Download the QR code or select Edit QR to customize it further

🎯 Why it matters

• Saves time by removing extra steps
• Reduces the chance of linking the wrong page or step
• Makes it easier to promote funnels through print, events, packaging, signage, and other offline channels
• Brings QR code creation into the same place where you build your funnel

What’s New?

Store owners can now use Product related custom values on Product Detail Pages to dynamically display product-specific information inside supported text elements.

These custom values allow users to show values like product name, description, product type, label, ratings, price, SKU, stock status, subscription details, and shipping dimensions. Variant-based values such as price, SKU, stock, and subscription details update automatically when customers switch variants.

Product tokens are available under the Product section in the Custom Values picker, helping users create more dynamic and personalized PDP content.

How to Use It?

1. Open the Store Builder and go to a Product Detail Page or Custom Product Detail Page.
2. Select a supported text element: Heading, Sub-Heading, Paragraph, Bullet List, or Rich Text.
3. Open the Custom Values picker and choose the Product section.
4. Insert the required product token.
5. Save and publish the page.

Key Points to Note:

• Product custom values work only on Product Detail Pages and Custom Product Detail Pages.
• Supported elements include Heading, Sub-Heading, Paragraph, Bullet List, and Rich Text.
• Custom values will not work on Product Listing, checkout, landing pages, funnels, blogs, webinars, calendars, or other non-PDP pages.
• Custom values will not resolve inside buttons, FAQs, countdown timers, image captions, form fields, or other unsupported elements.
• Featured Product is only an element. Adding it to a non-PDP page does not make product custom values work there.
• Unsupported or missing values render as blank, so no broken custom values appear on the live page.

Images:

Never Miss a Sync Again — Full Accounting Visibility Is Here Your invoices, transactions, and contacts. Always in sync.

You send the invoice. LeadConnector handles the sync — and now tells you exactly what happened. Accounting Sync is your centralized hub for monitoring and fixing sync activity across QuickBooks, Xero, and Wave.

The Challenge

You connected your accounting software and assumed everything was syncing. It wasn't. Invoices failed silently — no alert, no log, no way to know. You only discovered the gaps when your accountant flagged missing records. By then, reconciling the damage took hours.

Our Solution

Accounting Sync gives you a live dashboard for every connected accounting platform. See exactly how many invoices, transactions, and contacts synced — and which ones failed. Drill into individual records, read the failure reason, and retry with one click.

How This Supercharges Your Business

• Stay audit-ready: Catch sync failures immediately — before they become accounting headaches.

• Save hours of reconciliation: Stop manually cross-checking your CRM against your accounting platform.

• Fix errors fast: Read the failure log and retry the sync directly from the dashboard — no support ticket needed.

• Full entity coverage: Monitor invoices, transactions, and contacts all in one place.

How to Get Started

1. Navigate to Payments → Invoices & Estimates → Accounting Sync in your sub-account.

2. Click Manage next to your connected accounting platform (QuickBooks, Xero, or Wave).

3. Click the expand icon on any entity to open Record View and see the status of every individual record.

4. Hover over the ⓘ icon on any errored record to read the failure reason and last attempt timestamp.

5. Click Retry to re-trigger the sync for that record.

What's Next?

Transaction sync for Wave is coming soon — so Wave users will get the same full-entity coverage already available on QuickBooks and Xero. We're also exploring proactive failure notifications so you're alerted the moment a sync error occurs, without needing to check the dashboard.

Good to Know

1. Supported accounting platforms: QuickBooks, Xero, Wave

2. Transaction and Contact sync for Wave is not yet supported — invoices only

3. Accounting Sync is available on web only

4. Invoices created and sent via the Aesthetix CRM mobile app will sync automatically — but sync status and logs must be reviewed on web

5. The Retry button is available per record; bulk retry is not yet supported

👀 What’s New?

1. Users can now create and save Meta Lead Forms in a Draft state directly from the Ad Manager campaign flow.
2. Added a dedicated “Save as Draft” action inside the Facebook Lead Form builder.
3. Draft forms are now visibly labeled with a 'Draft' badge inside the lead form selection dropdown.
4. Added edit support for draft forms directly from the lead form selector using the inline edit icon.
5. Campaign validation now detects draft or incomplete forms before publishing ads.
6. Added warnings for forms with incomplete field mappings or unpublished draft states.

👷 How It Works:

1. Inside the Meta Lead Form builder, users can configure the form normally using sections like: Form Type, Greeting, Questions, Form Fields Mapping, Privacy Policy, Message for Leads
2. Instead of immediately creating the form on Meta, users can now click “Save as Draft.”

3. Draft forms appear inside the Select a lead form dropdown with:

• A visible Draft status pill
• Created timestamp
• Quick edit capability via edit icon

4. Users can reopen draft forms anytime, continue editing, complete mappings and finally publish the form.
5. If a draft or unmapped form is selected during campaign setup, the system now shows validation messaging such as:

• “The selected form is in draft status and has unmapped form fields. Please publish the form and complete field mapping before using it in a campaign.”

6. Once the form is fully configured and published, it becomes eligible for campaign usage.

⭐ Why It Matters:

1. Meta does not allow editing of already published lead forms, making mistakes costly once a form goes live.
2. Draft support enables advertisers to iteratively build forms without immediately locking the configuration.
3. Improves campaign preparation workflows by allowing teams to:

• Save work that is not ready to be used
• Review forms before publishing
• Complete CRM field mappings later
• Reduce accidental publishing errors

4. Especially useful for agencies and teams managing complex lead generation setups with approvals or multi-step reviews.

📝 Notes:

1. Draft forms cannot be used in live campaigns until they are published.
2. Validation requirements are relaxed during draft save but enforced during final publish.
3. Existing published Meta forms continue to work without any changes.

Public API doc - https://marketplace.gohighlevel.com/docs/ghl/ad-manager/fb-create-page-lead-form

AI Builder up until now could only build or edit workflows but now it can answer analytics & performance questions as well. Ask in plain language, get a structured answer off live data from your account. On top of that you can ask it to find any workflow in your account, giving you a single window to work from inside workflows.

What's New

Performance Insights

Ask how a workflow is doing and get entries over any period (up or down vs. the period before), a status breakdown (completed, failed, waiting, skipped), completion rate, goal conversions, and where contacts drop off. View trends by week, day, or hour, and see how many contacts sit at each step right now.

Email and SMS Results

Pull delivery and engagement metrics for any email or SMS step: delivered, opened, clicked, replied, bounced, unsubscribed, opted out, and more.

Branch and Path Insights

For if/else and split steps, see what percentage of contacts took each branch.

Contact Tracking

Check whether a person completed, failed, or is still active, when they entered, how long they took, and where they are now. Put names to the numbers — ask "who entered last week?" or "which contacts failed at the SMS step?" and get names and emails back.

Trigger Diagnostics

Find out whether a trigger is firing, what percentage of fires qualified, and the top reasons contacts get rejected. Inspect a single fire to compare the value checked against the value expected. This surfaces silent rejections you couldn't see before.

Workflow Search

Search every workflow by name, status, tags, the triggers or actions it contains, or who last edited it. Ask "which workflows use a Wait step?" or "which use the Invoice Paid tag?" and get an answer at once.

Version History

Ask who last edited a workflow and how many versions exist.

How to Use

Open the AI Assistant in any workflow and ask. No setup required.

Built to Be Trusted

The Assistant only reads; it never touches your workflows when answering. Periods like "last 7 days" run against your own timezone. It won't invent numbers - when there's no data, it says so and tells you what to check. Every answer leads with the key figures, compares against the period before, and ends with next steps.

Why This Matters

Answers that used to mean digging through execution logs now come back in seconds, in plain language, off live data. The Assistant closes the gap between building workflows and understanding how they perform -without leaving the canvas or learning a new interface.

With Alt Text Support for Images, you can now add descriptive text to images directly inside Social Planner, helping make your content more accessible and inclusive without switching to native social platforms.

1. Add Alt Text to Images

You can now add custom alt text to every image uploaded in Social Planner.

• Works for single-image posts
• Works for multi-image posts and carousels
• Alt text is stored individually for each image
• Fully editable before publishing

2. Quick Add, Edit & Preview

After uploading an image, simply hover over it and select Alt Text.

From there, you can:

• Add alt text
• Edit existing alt text
• Remove alt text if needed
• Images with configured alt text display a visual indicator, making them easy to identify.

3. Multi-Image Support

• Each image in a carousel or multi-image post can have its own unique description.
• This ensures every image receives accurate context instead of relying on a single generic description.

4. Platform-Aware Publishing

• Social Planner automatically sends alt text to platforms that support it and safely ignores it on platforms that don’t.

• Go to Marketing → Social Planner
• Create a new post
• Upload one or more images
• Hover over an image and click Alt Text

• Enter a description for the image

• If you want to edit/update Alt Text, click again on the Alt Text icon to update

• Save, schedule, or publish your post

• Improve accessibility for visually impaired audiences
• Create more inclusive social media content
• Follow accessibility best practices
• Keep everything within a single publishing workflow
• Reduce the need to edit posts natively after publishing

• Alt text is configured per image, not per post
• Supported automatically on platforms that accept alt text
• Images can be updated or edited before publishing

We're making it easier to inspect files without leaving the Media Library. You can now preview many more file types directly in the existing preview modal—no download required.

What's New

The Media Library now supports in-browser previews for:

PDF files – Browse pages, zoom in and out, jump to specific pages, and select text.

Word documents (.docx) – View full document formatting, including pagination, headers, and footers.

Excel and CSV files – Open spreadsheets with worksheet tabs and familiar column headers.

Audio files – Play supported audio formats directly in the browser, including MP3, WAV, OGG, and M4A.

3D models – Interactively view supported 3D files, with controls for rotation, wireframe mode, and camera reset.

Text and code files – Preview JSON, CSS, plain text, and other supported text-based files with syntax highlighting.

How It Works

1. Select any file in the Media Library, or choose Preview from the right-click menu.
2. The correct viewer will open automatically based on the file type.

Additional Notes

Preview size limits apply:

* PDF: up to 50 MB

* Word: up to 15 MB

* Excel/CSV: up to 15 MB

* 3D models: up to 50 MB

* Text files: up to 5 MB

* Audio files: up to 100 MB

Files that exceed these limits will display a Too Large to Preview message with an option to download the file instead.

* Spreadsheet previews are limited to 1,000 rows × 100 columns per worksheet to maintain performance. If a file exceeds these limits, a notice will appear and the full file can still be downloaded.

* Unsupported file types (such as PowerPoint files, ZIP archives, font files, and legacy Word documents) will display an improved Preview Not Available message when browser preview is not supported.