Glossary

This glossary is a listing of common terms and abbreviations found within or are related to the your software suite. It is intended to be used in conjunction with other available resources to help further your understanding of the software.

A
A2P 10 DLC
(Technical Jargon Abbreviation) Application-to-Person (A2P) type messaging via standard 10-digit long code (10 DLC).

A Record
An A record maps a domain to the physical IP address of the computer hosting that domain. Internet traffic uses the A record to find the computer hosting your domain's DNS settings. The value of an A record is always an IP address, and multiple A records can be configured for one domain name.

Affiliate
An affiliate is a person or organization officially attached to a larger organization. If the referral purchases the software, then you earn a commission for that referral. For more information about the affiliate program, please reach out to support.

API
(Technical Jargon Abbreviation) Application Programming Interface.

API Key
API keys are used to make secure connections between two platforms without the need to log in each time the connection needs to be made. An API key is often needed to set up Mailgun or SMTP services or create integrations with platforms not already created within the system.

Automations (Aut)
Automation is a series of events set off by a specific action. You might imagine a series of dominos all set up to fall over in sequence when a ball rolls to hit the first one. In this same way, automation can be set up to fire off any series of messages and back-end processes after a contact does a certain activity (i.e., submitting a form or booking an appointment). Includes: Workflows, Campaigns, Triggers.

B
B2B
(Commonly Used Abbreviation) Business-to-Business.

B2C
(Commonly Used Abbreviation) Business-to-Customer.

Bulk Actions
Bulk actions are a convenient way to take action for a group of contacts.

BYOC
(Commonly Used Abbreviation) Bring Your Own Channel.

C
Calendar (Cal)
The calendar feature replaces the need for an external booking widget. Customers often try to get their leads on calls to discuss tactics, do demonstrations, or provide services. The team's calendars can allow a single user to offer multiple appointment types (i.e., spas, salons) or for multiple users to get round-robin assigned to the same type of appointment (i.e., sales calls).

Calendar > Appointments Per Day
The appointments per day refer to the total number of appointments that can be booked on a single day.

Calendar > Appointments Per Slot
The appointments per slot refer to the number of people who can book an appointment. Normally, this is kept at 1 unless a multiperson event such as a webinar exists.

Calendar > Buffer Duration
Buffer Duration determines how frequently appointments can be booked in relation to each other by adding a buffer time after every appointment.

Calendar > Date Range
The date range refers to how far in advance an appointment can be booked.

Calendar > Minimum Scheduling Notice
The minimum scheduling notice is the minimum amount of time an appointment must be booked ahead of the requested appointment.

Calendar > Slot Duration
Slot Duration determines the length of the appointment.

Calendar > Slot Interval
Slot Interval determines how frequently the appointments are available.

Campaign
A campaign refers to the software portion where you will set up various online avenues to promote your products and services.

Chat Widget
A pop-up can be placed on a website to gather contact info and create a conversation for the contact. Think of it as a sophisticated contact us form since there is no two-way chatting on this feature. All follow-ups will be done over the phone or by email.

CNAME Record
A Canonical Name or CNAME record is a type of DNS (Domain Name System) record that maps an alias name to a true or canonical domain name.

Company
The company is the place where you can make changes to the client's business information.

Contact (aka Lead)
A profile of an individual who can be tracked on the platform. Typically, the profile includes the name, contact methods, additional info about the individual, a history of activity, and appointments booked.

Conversations (Convo)
The conversations area allows users to see all messages from the lead regardless of the platform or contact method.

Conversion Leads
Facebook conversion leads integration helps optimize for the quality of leads instead of volume. The contact information captured is synced in the system’s CRM.

CRM
(Technical Jargon Abbreviation) Customer Relationship Management.

CSS
(Technical Jargon Abbreviation) Cascading Style Sheets.

CSV
(Technical Jargon Abbreviation) Comma-separated values.

Custom CSS (aka Custom Coding)
CSS coding can be used to modify the appearance of the platform.

D
Dashboard
The Dashboard displays graphics and metrics based on the pipeline as well as daily activities.

DB
(Commonly Used Abbreviation) Database.

DKIM
(Technical Jargon Abbreviation) Domain Keys Identified Mail.

DMARC
(Technical Jargon Abbreviation) Domain-based Message Authentication, Reporting, and Conformance.

DNS
(Technical Jargon Abbreviation) Domain Name System, the internet's phone book, converting domain names to numerical IP addresses.

Domains
A domain is the web address that helps people find your website online, similar to a home address for a physical location.

Drip Mode
A feature that allows email campaigns to be sent in timed batches to control traffic and server load.

F

F&S
Abbreviation for Forms and Surveys.

F&W
Abbreviation for Funnels and Websites.

Facebook Pixel (AKA Meta Pixel)
A piece of code placed on a website to track conversions from ads, optimize ads, build targeted audiences, and remarket to visitors.

FB
(Commonly Used Abbreviation) Facebook.

Forms
A feature that allows leads to provide information to account users.

Forms > Custom Fields > Checkbox
A custom field with multiple options listed that can be multi-selected via checking multiple checkboxes.

Forms > Custom Fields > Date
A custom field that requires a numerical input only and formats it as a date.

Forms > Custom Fields > File Upload
A custom field that allows for files to be uploaded.

Forms > Custom Fields > Large Text
A custom field that can be used for multiple lines of entry.

Forms > Custom Fields > Monetary
A custom field that requires numerical input only and formats it as money.

Forms > Custom Fields > Multiple Options
A custom field with a drop-down list of choices, allowing multiple selections.

Forms > Custom Fields > Numerical
A custom field requiring numerical input only.

Forms > Custom Fields > Phone
A custom field that requires numerical input and formats it as a phone number.

Forms > Custom Fields > Radio
A custom field with multiple options listed, allowing only one selection via a radio button.

Forms > Custom Fields > Signature
A custom field used to accept a signature.

Forms > Custom Fields > Single Options
A custom field with a drop-down list of choices that allows only one selection.

Forms > Custom Fields > Text
A custom field for single-line entry.

Forms > Custom Fields > Textbox List
A custom field providing a list of options with a text field beside each option for data entry.

Forms > Open URL
A backend process to open another website when a form is submitted.

Forms > Sticky Contact
The ability for the platform to remember the device submitting forms and the last information used in a form or survey.

FTP
(Technical Jargon Abbreviation) File Transfer Protocol.

Funnel
A series of web pages that guide a lead through one or more action steps to accomplish a marketing goal.

Funnel Events
Events sent from a web server to record actions such as visits, purchases, subscriptions, or applications on a funnel.

GMB (Google My Business), now known as GBP (Google Business Profile)
A free service that lets you provide detailed business information in search results.

HTML
(Technical Jargon Abbreviation) HyperText Markup Language.

HTTPS
(Technical Jargon Abbreviation) HyperText Transfer Protocol Secure.

IFrame
An iframe is a section of a webpage that contains content from another page. It’s used to pull in third-party content, like banner ads.

IG
(Commonly Used Abbreviation) Instagram.

IVR
(Technical Jargon Abbreviation) Interactive Voice Response.

Launchpad
The Launchpad tab in your account sidebar that allows users to quickly start integrations and add team members, helping clients start using the platform immediately.

Lead
A person who has shown interest in a company's product or service. Leads can be generated from various sources, such as website forms, trade shows, or purchased lists.

Lead Events
Lead events track how a lead moves across different stages of the pipeline, such as new leads, booked appointments, or abandoned leads.

LC (LeadConnector) Email
The LC Email System helps businesses avoid third-party email providers by offering out-of-the-box email capabilities for sending and receiving emails.

LC (LeadConnector) Phone
LC Phone is an out-of-the-box phone service for your account, enabling calls, voicemail drops, and SMS without third-party providers.

LSA
(Commonly Used Abbreviation) Local Services Ads.

Mailgun (MG)
Mailgun is a third-party service used to send bulk emails. It integrates natively with the platform for email services.

MVP
(Commonly Used Abbreviation) Minimum Viable Product.

Opportunities
A card in the pipeline representing the chance to sell a product or service.

Pipeline
The visual representation of the sales stages leads progress through.

PO
(Commonly Used Abbreviation) Product Owner.

QA
(Commonly Used Abbreviation) Quality Assurance.

QB
(Commonly Used Abbreviation) QuickBooks.

Recipe
A pre-made workflow provided by the platform for quick automation solutions.

Reports > Agent Reporting
Agent Reporting, available in the Pro plan only, is designed to show how your whole team is doing at a glance, including a leaderboard function.

Reports > Appointment Reporting
Provides insights about appointments being booked within sub-accounts.

Reports > Attribution Report
Shows where and how customers entered the platform.

Reports > Call Reporting
Displays call statuses and includes recordings if enabled.

Reports > Facebook Ads
Shows performance metrics on Facebook ads.

Reports > Google Ads
Shows performance metrics on Google ads.

Reputation
The Reputation tab allows users to see and manage reviews left on Google and Facebook.

RSS
RSS stands for Really Simple Syndication, a standardized system for distributing content from a website or blog.

SaaS
Software as a Service. The practice of selling and delivering applications over the internet.

SEO Meta Data

(Search Engine Optimization) The practice of optimizing labels and keywords attached to a webpage to improve its search engine ranking.

Settings > Custom Fields
Additional fields added to a contact profile to capture custom information.

Settings > Custom Values
Custom Values are fill-in-the-blank fields used in various places across the platform.

Settings > My Staff
Manages the team members for the sub-account, including teams and team calendars.

Settings > Reputation Management
Allows users to set up automated review messages for customers.

Smart Lists
Enhanced contact lists with filtering options that update automatically as contact data changes.

SMTP

(Technical Jargon Abbreviation) Simple Mail Transfer Protocol.

SPF
(Technical Jargon Abbreviation) Sender Policy Framework.

Split Testing
Also known as A/B testing, allows users to test different versions of email campaigns to optimize engagement.

SSL
(Technical Jargon Abbreviation) Secure Socket Layer.

Stage Distribution
A graphical chart showing stages and their current conditions.

Stages
A point in the process of moving a lead toward a sale.

Survey > Multiple Choice Questions > Conditional Logic
Surveys allow conditional logic, where the path changes based on responses to checkbox, radio, or single-option questions.

Tags
Used to categorize contacts for easier searching and automation.

Tasks
A task assigned to a user at the sub-account level.

Team
Groups of users who can access and manage the account, depending on permissions.

Templates
Pre-built email or SMS templates that can be reused to save time.

Trigger Links
Automated back-end processes triggered by specific contact actions.

TS
(Commonly Used Abbreviation) Troubleshooting.

Twilio
A service that connects the internet to communication infrastructure through APIs for easier communication.

UI
(Commonly Used Abbreviation) User Interface.

Unified Mailbox
A feature that consolidates multiple communication sources (email, SMS, etc.) into one place.

URL
Uniform Resource Locator – the address of a specific webpage on the internet.

User
A person with access to the platform, with permissions to message customers, modify settings, or create funnels.

UTM
(Technical Jargon Abbreviation) Urchin Tracking Module, used for tracking where website traffic originates from.

VM
(Commonly Used Abbreviation) Voicemail.

WA
(Commonly Used Abbreviation) WhatsApp.

Web Domain
The name of a website, like gohighlevel.com, used for easier navigation online.

Webhook
An automation flow triggered by an API between the platform and a third-party service.

Website
A collection of web pages with a navigation menu, allowing visitors to explore content in any order.

Workflow
A series of external communications and back-end events triggered by a contact action.

WP
(Commonly Used Abbreviation) WordPress.

Zapier
A tool for automating tasks between web apps, using workflows called Zaps to transfer information between apps.