Requirements
The solutions discussed in this article require an Agency or Full Lifetime account with The Marketer's Toolkit of Go High Level. This is different & separate from your Go High Level account.
What is The Marketer's Toolkit for Go High Level?
Overall Strategy & Concept:
Custom Values are very powerful when it comes to creating a SAAS that is scalable with snapshots. They can be used everywhere including:
Message & Email Templates
Workflow Automations
Funnel & Website Pages
They can power things like:
Company Logos
Brand Colors
Offers
Company & Personal Bios
Even where a particular trigger link goes!
The Problem We Are Solving - Scalability & User Interface
You've created a beautiful snapshot that perfectly solves your user's problems and it relies on custom values to make it scalable.
The problem we all run into is - how do you get your user to fill out the custom values correctly?
That's where our Custom Values Settings Page solution & Agency Management Workflow Actions come into play.
The Master Agency Sub Account & New Account Purchase Sequence
The idea here is that you will be selling & managing your users through a master agency sub account. This sub account will have in it:
SAAS Sales Pages & Order Forms
Contacts will be Sub Account Users
Custom Values Settings Forms
Workflow Automations to Onboard & Manage Users
Once a new customer purchases, your system needs to:
Create a sub account (location)
Deploy your snapshot
Create a user on that sub account.
Send them a welcome email.
If you are using Go High Level's SAAS Configurator, all this will happen automatically if you've set it up correctly. If you are not using the SAAS Configurator, you can use our Agency Management Workflow Actions from the Master Agency Sub Account to do the above.
Next you'll need to get your users to:
Fill out their Custom Values
Connect their integrations (Google Calendar, Social Media Accounts, Payment Integrations)
Get a phone number or WhatsApp
Get an email address set up.
And more depending on your particular SAAS.
There are many more onboarding actions that might be needed, but for now we're focused on the Custom Values.
Setting up the Custom Values Setting Page
For this set up process, we will refer to three sub accounts:
Master Agency Sub Account
A Customer's Sub Account
Remember that each purchase on the Master Agency Sub Account will create a contact that matches a new customer/user's sub account.
Master Agency Sub Account | Customer's Sub Account Sub Account |
Contact | User |
Custom Fields | Custom Values |
Form | Embedded inside iFrame |
The Custom Values Settings Form is created on the Master Agency Sub Account.
Create a custom field for each custom value you want to add.
Put the custom value in the placeholder on the form without the {{ }}. An example is {{ custom_values.logo }} would be custom_values.logo.
Add an email field to the form and optionally a Location ID field. Note: You Cannot use "Location ID" as the name of the field. That name is protected by Go High Level. I recommend "Customer Location ID".
Install the script (continue reading below)
Installation of the Script:
You can get the script inside of your membership here:
Solution Library Custom Values Settings Page
Place the script in an HTML Element anywhere on the Form.
IMPORTANT: Make sure that the On Submit action of the form is set to Message.
Rich Text Fields
<script src="(actual script is in the Solution Library)" rich_text="true">
Optional: if you add rich_text="true" it will make all multi-line text fields into rich text fields like this:
Installing Your Form or Funnel in the Sub Account
IMPORTANT: This script does not work if the GHL Customizer is not installed on the Go High Level agency.
Make sure the GHL Customizer is installed on the Go High Level Agency you are using this with.
Create the form & install the script on the form.
OPTIONAL: The form can be placed inside of a funnel as well.
Click Preview and then copy the URL of the form.
Place the link to the form or page inside of ANY iframe inside of Go High Level.
You can use any of the following methods to add the form inside of an iframe.
GHL Customizer: Header Button
GHL Customizer: User Menu Link
GHL Customizer: Custom Menu Item
GHL Customizer: Dashboard Shortcut Buttons
GHL Customizer: Launchpad Items
GHL Native Custom Menu Link: iFrame Type
File Upload & Color Picker Field Types
File Upload Field Type
IMPORTANT: We do not use the File Upload Field Type. Use the Single Line Text Field for the Custom Field.
Add "upload" anywhere in the query key to turn the single line text field into a file upload field.
Color Picker Field Type
To make any single line text field into a color picker, add "color" anywhere in the query key.
Error Checking Your Form
It's important that the sub account has the custom values that match what you've added in your placeholders. If you want to double check that your form is set up correctly, this keyboard shortcut will check that your form has the location_id, email & that your custom values match.
Error Checking Shortcut:
CTRL+SHIFT+E or CMD+SHIFT+E
The iframe will refresh and you'll see any errors displayed on the form like this:
Managing Users with Workflows on your Master Agency Sub Account
The script will update the custom values AND it will submit the form. Thus, you can use this to monitor when your users update certain values. A great example of this is if the user added or updated their offer that is displayed on the landing page, you might want to notify your team or congratulate the user.
