Custom Reporting, Email Insights, and Smart List Ads: This Week in HighLevel
This week’s HighLevel update is packed with enhancements that give mortgage pros more visibility, targeting precision, and workflow control than ever before.
We’re talking about custom date settings in reports, resending emails to non-openers, randomized lead routing using code, and automated Facebook audience syncing straight from your Smart Lists—all designed to cut manual work and sharpen your campaigns.
Whether you’re tracking performance, boosting email engagement, or leveling up your ad strategy, these tools put powerful automation at your fingertips.
Let’s break it down.
Custom Date Ranges in Reporting Widgets
What Changed:
You can now schedule reports that honor widget-level date settings, instead of always defaulting to global date ranges.
Why It Matters for LOs:
Show different metrics per widget for better context
Highlight today's appointments (not just yesterday's)
Tailor reporting to your team’s actual rhythms
Tip: Use "use widget level date setting" when scheduling reports for daily pipeline overviews.
Website Analytics by Device & IP
What Changed:
You can now view website traffic by device type, IP address, and browser inside HighLevel Analytics.
Why It Matters for LOs:
Know how leads access your funnel (mobile vs. desktop)
Spot traffic spikes from unusual IPs
Get insights without third-party tools
Tip: Use this to gauge whether mobile UX or desktop conversions are lagging.
SEO Tool (Labs)
What Changed:
A new SEO tab is rolling out that lets users activate paid SEO analysis inside their subaccounts.
Why It Matters for LOs:
Monitor search performance directly in HighLevel
Replace tools like Yoast or SEMrush
Note: This feature is $97/mo and may not be visible in all accounts yet.
Dialer Bug Fixes & Improvements
What Changed:
Assigned phone numbers now default correctly in the dialer
You can search outbound caller ID numbers by friendly name
Why It Matters for LOs:
Faster dialing from the right number
Fewer errors when switching reps or devices
Tip: If your dialer wasn’t assigning the right caller ID, it should now be fixed.
Resend Emails to Unopened (With Delay)
What Changed:
You can now set an automatic resend to unopened emails when sending a campaign. This includes custom delays and subject line edits.
Why It Matters for LOs:
Increase open rates with zero manual effort
Test alternate subject lines
Automate follow-ups on low engagement
Tip: Minimum resend delay is 12 hours—plan your sequences accordingly.
Top Performing Emails by Campaign
What Changed:
HighLevel's email stats dashboard now shows a ranked list of top-performing emails for any date range.
Why It Matters for LOs:
Spot what subject lines and offers resonate most
Build a library of proven campaigns
Tip: Filter by week/month to refine your insights and double down on what works.
Opportunity Cards: Days Since Last Action
What Changed:
You can now add calculated fields to Opportunity Cards that show the number of days since last update, stage change, task, or appointment.
Why It Matters for LOs:
Keep your pipeline fresh and accountable
Spot stale leads before they drop off
Tip: Enable across all pipelines to get consistent visibility.
Code with AI in Workflows
What Changed:
The Custom Code action in workflows now includes a "Build with AI" tool. You can generate JavaScript from a natural language prompt.
Why It Matters for LOs:
Handle advanced logic like weighted round robins
Create dynamic workflows without dev support
Tip: Use for niche logic—don’t over-engineer everyday flows.
Smart List Audiences in Ad Manager
What Changed:
You can now create Facebook custom audiences in HighLevel using Smart Lists—no CSV export required.
Why It Matters for LOs:
Retarget leads directly from your CRM
Save time uploading audience files
Tip: If your Smart List doesn’t show, duplicate it—global lists aren’t supported yet.
Mandatory Opt-Out for SMS (Compliance)
What Changed:
HighLevel is enforcing sender ID and opt-out language for SMS in new subaccounts using LC phone.
Why It Matters for LOs:
Avoid compliance issues or message rejections
Ensure you're A2P-compliant from day one
Tip: Use LC Phone compliance templates to stay ahead of updates.
Automatic WordPress Updates
What Changed:
HighLevel now supports auto-updates for WordPress installs hosted on its platform.
Why It Matters for LOs:
Better security and site stability
Competes with premium WordPress hosting services
Tip: Consider migrating if you're still hosting WordPress elsewhere.
Why These Updates Matter for Mortgage Pros
From smart reporting tweaks to marketing automation and Facebook audience targeting, this week’s features are all about saving time while getting sharper data. Whether you’re coaching a team or dialing in solo, there’s something here to boost every part of your pipeline.
🎥 Watch the full Weekly Breakdown for demos, context, and real-world applications of each update.
