Overview

We’ve improved the contact merge experience. Previously, when merging duplicate contacts, documents associated with secondary contacts were not transferred to the primary contact. With this update, there is a seamless document transfer during the contact merge operation.

What’s new?

• Documents from secondary contact(s) are now automatically transferred to the primary contact during a merge.
• All associated files are preserved and accessible within the primary contact record.
• Eliminates the need for manual re-uploading or tracking of documents post-merge.

How to use

• Navigate to the contacts section
• Select the contacts you want to merge
• Choose the primary (master) contact
• Complete the merge as usual
• Once merged, go to the documents section of the primary contact to view all combined files

<img src="https://canny-assets.io/images/9812888ba0c001a467b356ac19c5c115.png" alt="blurredcontactsfinal” loading=”lazy”>

Why does this matter?

• No data loss: Ensures all important documents remain intact during merges.
• Improved efficiency: Reduces manual effort required to manage files across duplicate contacts.

🎉 Overview

Introducing the Announcements Builder — a new way for agencies to create, customize, and schedule banner notifications for their sub-accounts. Deliver targeted messages directly inside the platform with full control over visibility, timing, and behavior.

🚀 What’s New

Builder Experience

• Step-by-step announcement creation flow (Content, Style, Audience, Schedule)
• Real-time preview while configuring announcements

Flexible Targeting

Show banners at:

• Agency level
• Sub-account level
• Both

Smart Scheduling

• Control start and end timing
• Set frequency (Always, Weekly, Monthly)

CTA & Redirection

• Add actionable buttons with configurable behavior
• Support for in-app navigation or external URLs

Priority-Based Display

• Critical, Warning, General hierarchy ensures important messages show first

Management

• Draft and Active states
• Easy editing and updates

💡 Why It Matters

Agencies can now communicate important updates directly within the platform—improving visibility, reducing missed actions, and ensuring users always see the most relevant information.

Summary of the release:

You can now embed the Live Chat Widget directly inside your website or funnel content instead of limiting it to a floating chat bubble. This allows for a more integrated, conversion-focused chat experience aligned with your page layout.

👀 What’s New?

1. Embedded / Inline Placement for Live Chat

• New Embedded/Inline option under Widget Placement.
• Renders the chat widget within page content (e.g., below hero section, inside forms, near CTAs).
• Moves beyond traditional sticky/floating chat bubbles.

2. Seamless On-Page Experience

• Chat feels like a native part of your website layout instead of an overlay.
• Improves visibility and engagement by placing chat exactly where users take action.

3. Simplified Customization for Inline Mode

• Focused customization options relevant to embedded experience.
• Real-time preview reflects inline rendering inside the page layout.

4. Flexible Deployment Across Digital Properties

• Works across: Funnels, Websites, Landing pages, Custom HTML sites and all other places where widgets are supported.
• Supports multiple embedded placements across pages.

5. Mobile-Responsive by Default

• Automatically adjusts layout for smaller screens ensuring a consistent mobile experience.

👷 How to Use?

1. Navigate to Sites → Chat Widget.
2. Create or open an existing Live Chat Widget.
3. Go to the Style tab.
4. Under Widget Placement, select Embedded/Inline.

5. Customize widget appearance (theme, messaging, branding).
6. Click Get Code and copy the embed snippet.
7. Add the code to your:

• Funnel (via Code element), or
• Website (HTML/embed section).

8. Publish the page — the widget will render inline within your content.

⭐ Why This Feature?

• Higher conversion potential by placing chat at key decision points (CTAs, forms, pricing sections).
• Creates a more natural, less intrusive experience compared to floating widgets.
• Gives businesses full control over chat placement and UX design.
• Enables better alignment with funnel strategy and page storytelling.

📝 Notes:

• Existing Sticky widget behavior remains unchanged.
• Embedded and sticky widgets can be used together across different pages.
• No changes to chat routing, messaging, or backend workflows.

What’s new?

We’ve improved the Trigger Stats experience in the workflow builder so it’s easier to view and understand trigger enrollment activity without leaving the workflow. You can now open a built-in stats view on the trigger itself to quickly see enrollment performance contacts attempted, matched / unmatched based on filtering criteria.

How it works

The stats section on each trigger gives you a quick snapshot of how contacts are moving through that trigger. From there, you can open a full dashboard to review attempted enrollments, matched and unmatched contacts, contact-level details, top unmatched reasons, and search results for specific contacts.

How to use it

• Open a workflow and click the trigger in the builder.
• Open the stats section to view trigger enrollment details.
• Click on any of the stats or on the detailed stats view to review contacts, filter results, and unmatched reasons.

Why we built it

Trigger Stats helps you understand whether contacts are entering a workflow as expected and where filters may be blocking enrollment. With this improvement, it’s much faster to spot patterns, investigate specific contacts, and troubleshoot trigger behavior from the builder itself.

Additional notes

• Available in both the standard builder and advanced builder.
• The detailed view shows attempted, matched, and unmatched enrollments, plus top unmatched reasons.
• You can search for a specific contact to check whether they matched and why they did not enroll.

You can view the change log for the full trigger stats here – https://highlevel.canny.io/changelog/trigger-stats-for-workflows

Preview:

We’ve introduced enhanced V2 Public APIs for Email, with expanded capabilities across campaigns, templates, and statistics to enable more powerful and flexible integrations.

🎉 What’s new?

• Create, update, delete, and schedule campaigns via API, even batch scheduling of campaign is now possible through APIs
• Introduced V2 APIs for all existing endpoints with improved capabilities, better structures, and richer response data like subject line, send data.

🚀 The new APIs

• Create campaign V2: <a href="https://marketplace.gohighlevel.com/docs/ghl/emails/create-email-campaign-v-2" rel="ugc nofollow noopener noreferrer" target="blank”>https://marketplace.gohighlevel.com/docs/ghl/emails/create-email-campaign-v-2
• (Patch) Update email campaign V2: <a href="https://marketplace.gohighlevel.com/docs/ghl/emails/update-email-campaign-v-2" rel="ugc nofollow noopener noreferrer" target="blank”>https://marketplace.gohighlevel.com/docs/ghl/emails/update-email-campaign-v-2
• Delete campaign V2: <a href="https://marketplace.gohighlevel.com/docs/ghl/emails/delete-campaign-v-2" rel="ugc nofollow noopener noreferrer" target="blank”>https://marketplace.gohighlevel.com/docs/ghl/emails/delete-campaign-v-2
• Schedule campaign V2: <a href="https://marketplace.gohighlevel.com/docs/ghl/emails/schedule-campaign-v-2" rel="ugc nofollow noopener noreferrer" target="blank”>https://marketplace.gohighlevel.com/docs/ghl/emails/schedule-campaign-v-2
• Statistics  V2 – <a href="https://marketplace.gohighlevel.com/docs/ghl/emails/statistics-v-2" rel="ugc nofollow noopener noreferrer" target="blank”>https://marketplace.gohighlevel.com/docs/ghl/emails/statistics-v-2
• Templates V2 – <a href="https://marketplace.gohighlevel.com/docs/ghl/emails/templates-v-2" rel="ugc nofollow noopener noreferrer" target="blank”>https://marketplace.gohighlevel.com/docs/ghl/emails/templates-v-2
• Other existing campaign V2 – https://marketplace.gohighlevel.com/docs/ghl/emails/campaigns-v-2

💡 What happens to previous APIs?

• Existing APIs will continue to work as-is
• No new improvements or features will be added
• All future enhancements will be focused on V2 APIs

🎯 Impact

• More powerful API capabilities for campaign management
• Improved developer experience with cleaner and more consistent APIs
• Better reporting and analytics access
• Future-ready integrations built on V2 architecture