✔ HighLevel Client Management -
Completed by Chris Z.
- Assigned to
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Isaac K.
- Notes
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Isaac can you please try to hook up the Nusbaum account (their popups and contact forms to this system) we will need to set them up as a client (not under our own account) but a client account, we have the agency account so we can make this happen. Thanks
Hector
whitney.zelig@gmail.com
Melissa
https://app.gohighlevel.comusername: chris@medstarmedia.compassword: qwertyNext up, how to get started: https://help.gohighlevel.com/help/getting-startedAnd finally make sure and book a setup call: https://gohighlevel.com/book-shaunp.s.Pro-tip: Be sure to have gone though the getting started video + steps before we jump on our setup call.Extra quick links:
https://zapier.com/learn/crm/marketing-automation-crm/
We are venturing into broader horizons which is awesome. The key here being TEXTING Clients? Sort of like Hubspot - but instead of emails - tracking text messages?
I will go ahead and follow all of your instructions when performing these researches. Once I put a few things together, then I will get back to you with my findings.
We also need to verify phone number.
Let me know the best time you would be able to send the verification code or you can also login and verify phone number on your end.
Below are the login credentials.
https://www.twilio.com/login
Username: hi@medstarpatients.com
Password: LetmeinTwilio123#@!
Let me know. Thanks.
Good morning to you.
Great work on getting this up and running.
I just verified phone number to get us to the next level.
What is your preferred language?
other?
Let me know so you can take it over from there..
Thanks
Preferred language - PHP
I kind of figured it would be PHP but wanted to be sure.
The Twilio app account is now active and you can begin using it right away.
Hey
Isaac can you please try to hook up the Nusbaum account (their popups and contact forms to this system) - DONE
You can view the new leads/Contacts from for Nusbaum website here.
https://app.gohighlevel.com/location/xTrxODfKmgIWpf1HtFYo/customers/contacts
Very important to have actual text numbers like 212-333-1234 rather than the short ones like 55509. - Sorry but didn't get you here. Can you pls explain little more on this? Thanks.
My goal is to find an automated texting solution with a real number we can assign and provide a tool so clients can easier manage their leads. Does this look like a good solution?
Hey
if we can assign them an actual number from their area code like 646-702-3480 - Yes this is doable in Highlevel using Twilio API.
Does this look like a good solution? - So to clearly understand. You are looking for a service that we can connect to website forms using ZAPIER or API. Once new lead gets added to the system client should be able to directly converse with them thru sms + phone calls + schedule consulation + also the no. that appears in the customer's mobile should also be a real 10 digit number?..If so yes all is doable in highlevel + twilio.
Awesome work.
I believe you just answered the concerns mentioned above and figured out exactly what Chris wanted.
Let's wait on Chris to respond to make sure we are all on the same page.
Do I need to upgrade the Twilio account to get started? Or can we begin using it together with Highlevel with the trial of Twillio?
Please let me know because I was about to upgrade our Twilio account but want to run it by you first. It seems we have to add funds to the account to upgrade it.
Thanks Isaac.
Sure. Will connect the medstarmedia.com with Highlevel and do the test.
Hey
Yes we can begin using it but with below restrictions.
It seems we have to add funds to the account to upgrade it. - Correct. But we may be able to directly purchase the numbers in Highlevel portal. Need some time to confirm on this.
Meanwhile can you pls verify Chris phone number in Highlevel?.. Thanks.
Thanks for updating us on this new platform. I am going to spend a few hours on these to get familiar with both platforms and better understand them.
Once I do, then I will go ahead and upgrade accordingly.
"Meanwhile can you pls verify Chris phone number in Highlevel?" -
The same for Agency settings. Can you please send me a screenshot or the email you are referring to?
Please let me know if that is acceptable.
But I did find a +1 (347) 609-7661.
Do you want me to go ahead and purchase that one?
(347) 826-4446
I am going to spend a few hours on these to get familiar with both platforms and better understand them. - Sounds good man.
Hey
Please see below video for the things we need to do in Twilio in order to purchase a new phone number for client account directly in Highlevel thru API.
https://help.gohighlevel.com/help/purchase-a-twilio-phone-number
Also for the email change not sure but we might be able to do that from Twilio admin console settings page here.
https://www.twilio.com/console/user/settings
Here is the error I got by the way.
Also, as you can see from this photo -
The account is LOCKED even when I am logged in as owner.
on Twilio for us.
Thanks for taking care of the new phone number man.
I have created test forms on below pages on MedStar Media website that we can use for testing purpose.
MedStar Test client account credentials on Highlevel.
Login URL - https://app.gohighlevel.com/
Username: hi@medstarpatients.com
Password: Letmeinhighlevel123#@!
Quick Note - I have granted full access to above test client except settings page in their account.
To access different client accounts + above test account from super admin account use the dropdown at the top. Please see attached.
Credentials to super admin account.
https://app.gohighlevel.com
I have also integrated the above GF test forms + Test Optin with Highlevel system using ZAPIER. You can start doing the tests with your emails and phone numbers.
Once you logged in. Before playing with the different setting I would recommend you to checkout this particular video.
https://youtu.be/MSN5Vyo4xrY
Let me know if you have any questions.
I put Hector Mota as the account name.
User = Support@medstarmedia.com
Password = Cool2019#$
Let me know if you are still not clear on something and have questions. Thanks.
Thank you for moving us into the next phase.
To import phone number purchased from Twilio in highlevel and assign them to a client account - Please check out this video - https://www.loom.com/share/993161d168eb4252973665c19fb3f24a
To setup automated sms + emails etc. Please check out this video.
https://youtu.be/MSN5Vyo4xrY
Twilio account has been upgraded.
I added $40.00 worth of funds for now.
Please let me know if that is sufficient.
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I think that Twilio charges per messages or something along those lines. If the question is directed to me then I will submit a ticket to find out.
But SALES is only available Mon, thru Friday.
Then we can get a better idea of what the cost would be and what to expect.
here are the questions we need to answer for them so they can give us a general idea of the cost.
1. What is the ideal workflow for the fully ramped project ( I understand you're testing in beta phase right now)
Isaac, perhaps you can chime in in case you have more questions or suggestions so I can send them to her. I can CC you on the email conversation if you like?
Thanks
I guess we can discuss this during our call. you just have to let me know for when do you want to set that up for.
Thanks.
https://help.gohighlevel.com/support/solutions - might be a little technical
chris@medstarmedia.com
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