Email Notifications, Blog Tables & Clickable Opportunities: This Week’s HighLevel Highlights

This week’s update brings major ease-of-use upgrades across Calendars, Email Campaigns, Blogging, and Workflows. Whether you’re scheduling meetings, simplifying automations, or building SEO value—these improvements deliver real-time efficiency for mortgage teams.

Let’s break it down.

📅 Calendar Email Notifications with Templates

What Changed:

You can now assign full email templates to any appointment notification within the calendar settings. This includes booking confirmations, cancellations, reschedules, reminders, and post-appointment follow-ups.

Why It Matters for LOs:

These calendar emails used to be simple plain-text messages. Now, you can insert polished, branded HTML templates—without using workflows.

Use Case Ideas:

• Confirmation emails with branded graphics

• Post-appointment follow-up with review request buttons

• Cancel/reschedule notices with custom messaging for referral partners

🏷️ Tag Contacts Based on Campaign Interaction

What Changed:

Inside email campaigns, you can now add tags based on opens, clicks, replies, unsubscribes, or specific link clicks—no workflow required.

Why It Matters for LOs:

This reduces reliance on backend automations. For example:

• Tag a lead as “Warm – Opened VA Guide”

• Mark contacts who clicked your “Get Preapproved” button

• Segment by unsubscribers to exclude from future blasts

Tip:

Use this to tighten Smart List logic and keep your CRM organized with behavioral tags tied to email engagement.

🧭 Dynamic Table of Contents in Blogs

What Changed:

You can now auto-generate a table of contents inside blog posts. It scans your headers (H1, H2, H3) and creates clickable navigation links.

Why It Matters for LOs:

If you’re investing in SEO or local content marketing, this boosts user experience and helps keep readers on-page longer.

Tip:

Add a table of contents to mortgage FAQs, rate explanations, or homebuyer guides. It’s quick to generate and helps with both UX and rankings.

🔗 Direct URLs to Opportunities (Modal ID Routing)

What Changed:

When you open an opportunity card, the URL now includes the modal ID, making it possible to share direct links to specific deals.

Why It Matters for LOs:

If your team uses Slack, text alerts, or email notifications, you can now link straight to the Opportunity inside HighLevel—reducing clicks and search effort.

Tip:

Use this with notifications like “New Application Received” and embed the opportunity URL for 1-click access from your team.

📁 New Templates: Websites, Funnels & Facebook Ads

What Changed:

HighLevel added new templates across multiple areas—including a batch of 5 new real estate–focused ad templates inside the Ad Manager.

Why It Matters for LOs:

If you’re running (or planning to run) Facebook ads, these templates offer a quick-start way to test creative without building from scratch.

Tip:

Check out the “Ad Templates” tab inside Ad Manager. Launching a test campaign is now faster than ever—and a great way to validate messaging for purchase or refinance leads.

Why These Updates Matter for Mortgage Pros

This week is all about automation without complexity:

• Custom calendar notifications without needing a workflow

• Tagging leads based on behavior—directly from the campaign

• Clickable TOCs for content credibility

• Linkable deal cards for team collaboration

• Pre-built ads to test lead gen ideas quickly

Each feature makes HighLevel more actionable—for new users and power users alike.

🎥 Watch the Full Weekly Breakdown

Michael shows each update step-by-step and shares how to apply them to real LO workflows.