fbpx

6 Software Tools That IFTS is Grateful for in 2024

As a marketing team, we rely on innovative tools to streamline our workflows, enhance creativity, and drive results. This year, we’re reflecting on the software solutions that have been instrumental in our success. From simplifying design to managing finances and client interactions, these tools have become essential to our operations. 

In this blog, we’ll share six software tools that we are particularly thankful for in 2024, highlighting how they’ve made our work more efficient, impactful, and enjoyable.

 

Canva: A Game-Changer for Design and Video Editing

Canva has become an essential tool in our daily operations, revolutionizing how we create and share visuals. Its intuitive platform makes professional-grade design accessible to everyone, offering drag-and-drop simplicity for everything from social media graphics to blog headers and presentations. But Canva isn’t just about static images—it’s also a powerhouse for video editing, and that’s one of the key reasons we’re so grateful for it.

Canva’s video editing tools allow us to create dynamic video content without the steep learning curve of more complex software. Whether we’re crafting engaging reels, animated ads, or promotional videos, Canva provides pre-made templates, smooth transitions, and easy-to-use text overlays to help us create polished videos quickly. The ability to add music, trim clips, and adjust visuals all within the same platform saves us time and ensures our videos are always on-brand.

Another reason we’re thankful for Canva is its collaborative features. Team members can work together in real-time, giving feedback or making edits seamlessly. Plus, Canva’s cloud-based storage keeps all our designs and videos in one place, so we can easily access and update them as needed.

Canva empowers us to bring our creative ideas to life—whether through stunning visuals or engaging video content—while saving time and effort. It’s a tool we truly couldn’t do without.

 

Post Planner: Simplifying Social Media Strategy

Managing multiple social media accounts across various platforms can be overwhelming, but Post Planner simplifies the chaos. This tool is like having a personal assistant for social media strategy, helping us stay organized, consistent, and effective.

One of the reasons we’re thankful for Post Planner is its ability to schedule content with ease using its innovative bucket system. This feature allows us to organize content into categories, or “buckets,” such as promotions, tips, or testimonials. By creating these predefined categories, we can ensure our social media calendar is balanced and diverse, delivering a well-rounded mix of content to engage our audience.

What makes the bucket system truly powerful is how it streamlines scheduling. Once our buckets are set up, we simply assign posts to the appropriate categories, and Post Planner takes care of the rest. This eliminates the guesswork from scheduling, making it easy to maintain a consistent presence across all platforms without feeling overwhelmed.

We’re also grateful for the time-saving automation that Post Planner provides. Instead of manually scheduling each post, we can load up our buckets with content in advance and trust that it will go out on time, according to the schedule we’ve set. This frees us up to focus on crafting high-quality content and engaging with our audience, rather than getting bogged down in the logistics.

Post Planner’s bucket system has transformed how we manage social media, making it one of the tools we’re most thankful for in our day-to-day operations.

 

GoHighLevel: The All-in-One Powerhouse for Agency Owners

As an agency owner, managing the wide array of tools needed to run a successful business can be overwhelming—not to mention expensive. This is where GoHighLevel (GHL) has been a complete game-changer. It consolidates multiple software tools into one powerful platform, saving agencies like ours thousands of dollars each year. Instead of juggling subscriptions for tools like Mailchimp, ClickFunnels, Calendly, and even review management platforms, GHL handles it all seamlessly. It simplifies our workflows and allows us to focus on delivering results for our clients, rather than managing disparate systems.

What truly sets GHL apart is that it’s not just a tool we use internally—it’s a platform we can offer directly to our clients. With GoHighLevel, we provide clients access to features like automated CRM workflows, email marketing, and appointment scheduling, all under one roof. This creates added value for them and allows us to generate additional revenue streams. It’s a win-win scenario that enhances client satisfaction and strengthens our business model.

One of my favorite features of GHL is its robust review management functionality. The ability to collect, manage, and showcase reviews is essential for any business. GoHighLevel takes this a step further with its AI-powered autoresponders, which handle review replies efficiently and professionally. The platform also includes widgets for seamlessly displaying reviews on websites, as well as automation options for posting positive reviews to social media. These tools not only make managing reviews easy but also help boost credibility and attract more leads for both us and our clients. GHL is truly a one-stop shop that continues to impress me with its versatility and value.

Adobe Premiere Pro: The Ultimate Video Editing Tool

When Canva’s simplicity isn’t enough to meet our creative demands, Adobe Premiere Pro is there to fill the gap. As much as I love Canva for quick, polished content creation, it lacks the depth and precision required for professional video editing. Premiere Pro stands out as the gold standard, offering unmatched flexibility and advanced features that allow us to elevate our video content to the next level.

One standout feature of Premiere Pro is its green screen removal capabilities. This tool makes creating dynamic, professional-looking videos possible, even when filming in less-than-ideal settings. Whether it’s replacing a bland backdrop with something engaging or achieving a polished cinematic look, Premiere Pro ensures we can bring our creative vision to life with ease.

Beyond visuals, Premiere Pro excels in audio editing. The ability to remove background noise, adjust audio levels, and fine-tune soundtracks ensures our videos not only look great but also sound professional. Another feature I find invaluable is the lighting adjustments. With Premiere Pro, we can correct and enhance lighting in post-production, fixing issues that would otherwise require a reshoot. These advanced editing options give us creative control over every aspect of our projects, enabling us to deliver content that stands out.

While Canva remains an essential tool in our arsenal, Adobe Premiere Pro fills a critical gap for those moments when we need to go beyond the basics. It’s an investment that has more than paid off, helping us produce high-quality, impactful videos that engage and impress our audience.

 

WHMCS: The Ultimate Billing Solution for Web Design and Hosting Agencies

As a business owner in the web design and hosting space, managing billing and client support can account for a sizable part of my work week. That’s where WHMCS comes in. This robust billing software is specifically designed with web design and hosting agencies in mind, making it an indispensable tool in my workflow. One of the things I love most about WHMCS is the sheer number of integrations available, many of which are completely free and officially supported. Whether it’s connecting with popular payment gateways (think PayPal and Stripe), hosting providers, or domain registrars, WHMCS makes the entire process seamless. This means I can streamline my billing process, automate recurring payments, and manage client interactions all within one platform.

Another feature that stands out to me is the inclusion of a fully integrated support ticketing system. As someone who values customer service, I appreciate how this system allows me to manage client inquiries efficiently. Clients can submit tickets, and I can track and resolve issues in an organized way, all while ensuring no communication falls through the cracks. It’s a complete package that simplifies both the business side and the client interaction side of running a hosting or web design agency.

When it comes to customer support, WHMCS also delivers. I’ve experienced incredibly quick and helpful responses from their support team, which has been a lifesaver on more than one occasion. Whether I’m troubleshooting an issue or need clarification on a feature, WHMCS support is there to assist swiftly and thoroughly regardless of the difference in time zones. Knowing that I have such reliable assistance when needed gives me confidence in using the software long-term. In an industry where time is money, having a billing solution like WHMCS means less time spent on administrative tasks and more time dedicated to growing my business.

 

Rightworks Transaction Pro: The Perfect Partner for QuickBooks Desktop Pro

When it comes to managing my finances, I’ve always been a loyal user of Intuit QuickBooks Desktop Pro. But like many others, I’ve found myself working with an older, unsupported version of the software. This could have meant a real headache, especially with the constant need for compatibility with newer systems, applications and bank feeds. That’s where Rightworks Transaction Pro comes in and completely changes the game. This easy-to-use software allows me to seamlessly import all my financial data—whether it’s invoices, payments, credit card charges, payroll or bill payments—directly into my QuickBooks Desktop Pro instance with minimal effort. It’s a relief to know I don’t need to upgrade to a newer QuickBooks edition just to get the functionality I need, especially as many believe Intuit may be phasing out their desktop product in the coming years.

What really sets Rightworks Transaction Pro apart is how effortlessly it works. The user interface is intuitive, which means I can import transactions (as a CSV, an Excel file, etc) without having to spend hours learning complicated systems or dealing with technical issues. It’s a simple plug-and-play solution that makes a huge difference in my day-to-day operations. Since implementing Rightworks Transaction Pro, I’ve been able to keep my books up-to-date throughout the year, instead of scrambling to get everything in order right before tax season. This has taken a huge load off my shoulders, as it ensures I stay on top of my finances all year long.

One of the greatest benefits of Rightworks Transaction Pro is the consistency and reliability it brings to my accounting workflow. There’s no need to manually input transactions or waste time reconciling errors, and that peace of mind is invaluable. It allows me to focus on running my business, knowing that my financial records are being handled accurately and efficiently. Whether it’s small business or personal use, Rightworks Transaction Pro has proven itself to be a trustworthy tool that keeps me organized, saves me time, and makes my QuickBooks Desktop Pro work even harder for me.

Looking Towards 2025

As we look back on 2024, it’s clear that the right tools can make all the difference. Each of these six software solutions—whether for design, video editing, billing, or social media management—has empowered us to achieve more with less effort. They’ve helped us stay creative, organized, and connected, both internally and with our clients. As we head into another year, we remain grateful for these game-changing tools and excited about the possibilities they’ll unlock in the future. 

Let us know if you need help setting up any of these tools.

Here’s to continued growth, innovation, and gratitude in 2025!

 

How to Connect Google Calendar to GoHighLevel: A Step-by-Step Guide for Seamless Scheduling in 2024

If you’re using GoHighLevel for your business, connecting your Google Calendar is a must for ensuring your schedule is always up to date. In this guide, we will walk you through the process of integrating your Google Calendar with GoHighLevel so that you can manage your appointments effortlessly and prevent any scheduling conflicts.

Step 1: Accessing Calendar Settings

First, log into your GoHighLevel account. On the left-hand menu, click on Calendars, then select Calendar Settings from the upper menu. Here, you will see your current calendar setup.

You might notice open slots in your calendar, which will soon be synced and updated automatically once you connect your Google Calendar.

Step 2: Adding a New Calendar

In the upper menu, click on Connections. Under the Calendars section, click on Add New. Now, choose Google Calendar as the service you want to connect.

Step 3: Signing in with Google

You’ll be prompted to sign in with your Google account. Select the account that you want to sync with GoHighLevel and click Continue.
GoHighLevel uses a system called “Lead Connector” to sync with Google. When asked, click on Allow to complete the connection.

Step 4: Checking Calendar Connections

Although there isn’t an immediate confirmation, go back to Calendar Settings and click on Connections again. You should now see your Google Calendar listed as available.

Step 5: Adding a Conflict Calendar

It’s crucial to set your connected Google Calendar as a Conflict Calendar to avoid double bookings. Select your Google Calendar from the list, name it (for example, “Google Calendar” or your company name), and click Save.

Step 6: Syncing Your Appointments

You’ll see a “processing” status as the sync happens. If this seems to take a while, try refreshing the page to speed up the process. Once it’s done, you’ll see that GoHighLevel is now synced with your calendar. You can test this by checking your available slots—appointments should now reflect correctly in your calendar.

All Set and Ready to Schedule

Syncing your Google Calendar with GoHighLevel is a quick process that helps you stay on top of your appointments and prevents scheduling conflicts. Follow these steps, and you’ll have a fully integrated system for managing your schedule in no time!

How to Set Up a Review System like Birdeye or ReviewLead using GoHighLevel Automation: Step-by-Step Guide

Collecting customer feedback is essential for any business that wants to grow and build credibility. Reviews not only help potential customers make informed decisions but also improve your business’s reputation. But manually managing reviews can be time-consuming. That’s where automating the review process comes in. In this blog, we’ll walk you through setting up an automated review system in GoHighLevel to streamline feedback collection, manage negative experiences, and boost your positive reviews.

Let’s dive into the step-by-step process of setting up this system to automatically gather and manage reviews for your business.

Creating a Custom Review Link

The first step to automating your review process is creating a custom review link that you can share with your customers. This link will direct them to your review page.

  1. Log into your GoHighLevel account.
  2. Navigate to Settings and click on Domains.
  3. Add a subdomain specifically for reviews. We recommend using something like reviews.yourdomain.com.
  4. Verify the DNS settings with your provider (e.g., GoDaddy, Namecheap) by adding the required CNAME record. Once verified, your domain is ready for use.

Designing a Thumbs-Up/Thumbs-Down Review Page

Next, you’ll need to create a simple review page where users can indicate if they had a good or bad experience. This will allow you to filter feedback based on customer satisfaction.

  1. Go to Sites > Websites and create a new page.
  2. Design the page with two simple buttons: Thumbs-Up for positive feedback and Thumbs-Down for negative feedback.
  3. Add a thank-you message above the buttons, expressing appreciation for their time.

Example text: “Thank you for choosing us! Your feedback helps others find trusted businesses like ours.”

Redirecting Positive Reviews to Google

If a customer clicks on the thumbs-up button, you’ll want to direct them to leave a review on your Google Business profile.

  1. Go to your Google Business Profile and copy the direct link for leaving a review.
  2. In GoHighLevel, select the thumbs-up button, set the action to open a URL, and paste the Google review link.
  3. Save your changes.

Now, anytime a customer has a positive experience, they’ll be directed to leave a review on Google!

Creating a Bad Experience Feedback Page and Staying Google Compliant

One of the most important steps in building an automated review system is handling negative feedback effectively. For this, GoHighLevel allows you to create a separate page for customers to share their bad experiences, ensuring you receive private feedback and maintain Google compliance.

Step 1: Create a "Tell Us About Your Bad Experience" Page

After setting up your main review request page, it’s time to add a dedicated page for customers who didn’t have a positive experience. Here’s how to do it:

  1. Navigate back to Websites in GoHighLevel, and select the Request Review site.
  2. Create a new page named “Tell Us About Your Bad Experience.” You can create the URL path as something like /sorry/tell-us-more to keep it simple.
  3. For the design, start with a blank, full-width layout. Add a single-column section where you’ll include your logo and a headline, such as:
    • “Please tell us about your experience with our company.”

Step 2: Add a Feedback Form

ext, you’ll need to collect detailed feedback about their bad experience. Here’s how to add a form:

  1. Add a form element to the page that asks for basic information, such as First Name, Last Name, Phone, Email, and a multiline text box for them to describe their experience.
  2. Customize the form’s submit action by selecting Form Builder, then under Options, set up a message that thanks the customer for completing the form. Example message:
    • “Thank you for taking the time to share your feedback. A member of our team will be in touch shortly.”

This ensures the customer feels heard and reassures them that their concerns are being addressed.

Step 3: Linking the Bad Experience Option

After creating the feedback page, link it to the “I had a bad experience” button on your main review page. Follow these steps:

  1. Copy the URL of your bad experience page.
  2. Edit your main review request page, go to the “I had a bad experience” image, and set the action to go to website URL.
  3. Paste the URL of the bad experience page and save your changes. Now, when a customer clicks on “I had a bad experience,” they’ll be directed to your feedback form.

Step 4: Staying Google Compliant

Google requires that all customers, including those with bad experiences, be given the option to leave a public review. To comply with this:

  1. On the bad experience page, add a text link at the bottom that says:
    • “No, thank you. I would like to leave a review.”
  2. Link this text to your Google review page. Be sure to open the link in a new window, so customers don’t lose their place on your feedback form.

Step 5: Publish and Test

Once you’ve set up everything, preview your pages to ensure they function correctly. Customers should be able to navigate smoothly between the review request page and the bad experience page. For the final step, publish your changes and test the system.

With this setup, you’ve created an effective way to privately manage negative feedback while still complying with Google’s requirements for review collection.

By ensuring that negative feedback is handled internally while still allowing customers to publicly review your business, you can address concerns privately and maintain your reputation. This is a critical component of building trust with your customers and ensuring you’re continuously improving.

Creating Review Request Automations

Now that your review pages and forms are set up, it’s time to implement automations that will simplify the process of collecting reviews. Automations help you send reminders and requests without manual effort, ensuring that you stay engaged with your customers and gather more reviews.

1. Creating the Review Request Emails and SMS

To keep your review requests polite but effective, we recommend sending three emails and one SMS over the course of a few days. Here’s a breakdown of what each email and text message should include:

  • Email 1 (Day 1):
    Subject: Thank you for placing your trust in us
    Body:
    • Thank the customer for their business and offer to answer any questions they may have.
    • Ask them to take a moment to leave a review and provide a direct link to the review page.
    • Example: “Would you take a moment to review us at the link below? Your review will help others find the best service for their needs.”
  • Email 2 (Day 3):
    Subject: Just a reminder and a thank you
    Body:
    • Remind the customer about your review request and thank them again for their trust.
    • Reiterate how their review will help others in the market find your services.
    • Include the review link again.
  • Email 3 (Day 6):
    Subject: One last reminder
    Body:
    • Let the customer know that this is the final reminder and that you won’t send any more review requests.
    • Provide the review link and mention how their feedback helps others.
  • SMS (Day 1):
    Message:
    • Keep it short and simple: “Hi, [Company Name] here. Just wondering if you could take a moment to leave us a review. [Insert Link]”

Each email and SMS should include a review link to make it easy for customers to click through and leave their feedback.

2. Automating Review Requests

Now that your messaging is ready, it’s time to build the automations in GoHighLevel:

  • Step 1: Create a Workflow
    Go to Automation > Create Workflow, and start from scratch. Name this workflow something like “Review Request Automation.”
  • Step 2: Trigger the Workflow
    You can trigger the workflow by adding a tag to the customer’s profile after they’ve completed a service with you. For example, you can create a tag called “Request Review.” When the tag is added, the workflow starts.
  • Step 3: Send the SMS
    Once the workflow starts, send the first SMS message, asking the customer to leave a review.
  • Step 4: Wait for 15 Minutes
    Add a 15-minute wait to see if the customer responds by clicking the review link. If they do, the automation ends. If not, proceed to the next step.
  • Step 5: Send Email 1
    If the customer hasn’t clicked the link in the SMS, send the first email request with the review link.
  • Step 6: Wait for 3 Days
    Wait for three days to see if the customer clicks the review link in the email.
  • Step 7: Send Email 2
    If they haven’t left a review yet, send the second email reminding them to review your business.
  • Step 8: Wait for 3 More Days
    Wait another three days to give the customer time to click the review link.
  • Step 9: Send Email 3
    Send the final reminder, letting the customer know it’s their last chance to leave a review.

3. Creating Trigger Links

To stop sending review requests once a customer has completed a review, you need to create trigger links:

  • Step 1: Go to Marketing > Trigger Links, and add a link to your review page.
  • Step 2: Name the link something like “Request Reviews” and save it.
  • Step 3: Use this trigger link in your emails and SMS messages. When the customer clicks on it, the automation will stop sending further review requests.

4. Internal Notifications for Bad Experiences

Finally, set up a separate workflow for handling bad experiences:

  • Step 1: Create a new workflow called “Bad Experience Submitted.”
  • Step 2: Set the trigger as the submission of the bad experience form.
  • Step 3: Assign an internal notification to alert your team when someone submits the form. The notification can include the customer’s name, email, phone number, and their feedback so your team can follow up quickly.

Launch Your Review Request System

Once you have your workflows, trigger links, and messaging set up, your automated review request system is ready to go. Now, you can start tagging customers and collecting reviews effortlessly, all while handling negative feedback with care.

With everything in place, your business will enjoy more customer reviews and valuable feedback, which can help boost your online presence and improve customer satisfaction!