Marketing Audits, Auto Follow-Up & Smarter Emails: This Week’s HighLevel Highlights 

This week’s Weekly Breakdown delivers fewer updates—but every one of them has serious potential for mortgage marketers who want cleaner ops and smarter communication.

From conditional content in your emails to automated bot follow-ups and a game-changing audit tool, HighLevel’s improvements this week focus on clarity, segmentation, and momentum.

Let’s break it down.

Conditional Logic in Email Builder (Now Handles Null Values)

What changed:
You can now apply conditional logic in emails based on whether a custom field is blank. Previously, the logic only worked when fields had values.

Why It Matters for LOs:
This allows for cleaner segmentation. For example, you can now show different CTAs based on whether a contact has submitted a loan app—no workarounds needed.

Tip:
To check for a blank value, leave the comparison field empty. This acts like a “null” filter.

AI Follow-Up for Chatbots

What changed:
Conversation AI now supports auto follow-up actions. If a lead stops responding, your bot can send up to five follow-up messages before triggering a fallback action like a workflow.

Why It Matters for LOs:
This is a mini “ghosting campaign” built right into your bot. It helps you reclaim leads who drop off mid-chat—without needing another automation layer.

Tip:
Only available via prompt-based bots (not guided forms). Switch creation modes to access this flexibility.

HighLevel Marketing Audit Tool (with Comparison)

What changed:
You can now run a free audit that evaluates your Google Business Profile, website performance, tech stack, and more. You can also compare your report to other businesses or competitors.

Why It Matters for LOs:
This gives you a fast, visual way to spot weak points in your online presence—and back it up with data when requesting help or budget approvals.

Tip:
Run this audit for yourself and your competition. The side-by-side comparison is gold for refining your strategy or selling agency services.

Funnel + Website Builder: Auto-Save & UI Labs

What changed:
Auto-save is now fully live (no Labs required), with an optional toggle to disable it. A new Labs UI for the page builder sidebar is also being tested.

Why It Matters for LOs:
Auto-save prevents lost work. The new sidebar aims to streamline editing—but might feel clunky in its early stage.

Tip:
Leave auto-save enabled. Test the new sidebar UI in Labs only if you’re curious—it’s not quite refined yet.

Instagram Integration Made Easier

What changed:
Instagram accounts can now be connected to the Social Planner without needing to link to a Facebook business page.

Why It Matters for LOs:
No more jumping through hoops to get social scheduling working. This makes it simpler to post listings, tips, or promos without tech support.

Tip:
If your Instagram account failed to connect before—try again now.

Call Handling Improvements in Mobile App

What changed:
During and after calls in the mobile app, you can now:

• View full contact details

• Schedule appointments

• Trigger DND

• Take notes

• Use quick actions like tagging or follow-up messages

Why It Matters for LOs:
Mobile call handling just got smarter. Now you can act on conversations instantly—even while you’re still on the call.

Tip:
Make sure your mobile app is updated to version 3.95.0+ for access.

Call Recording Storage: Daily Billing Transparency

What changed:
Call recording storage is now billed daily instead of monthly.

Why It Matters for LOs:
This gives clearer visibility into how much storage you're using—and helps avoid billing surprises from excessive retention.

Tip:
Set a 30–90 day retention limit for recordings to control costs.

Why These Updates Matter for Mortgage Pros

Whether you're chasing cleaner data, smarter bot handling, or a better marketing presence—this week’s updates are all about refinement without friction.

You’ll save time, automate smarter, and finally get clearer insight into what’s working (and what’s costing you).

🎥 Catch the full video breakdown to see these tools in action and decide which are worth rolling out today.