This article explains how to use Custom Menu Links (CMLs) in SaaS plans to streamline the process of adding 3rd-party solutions to GHL Customer Care. With…
Assistants need to reach this page over the internet. While it is only running on your machine, these two buttons will not be able to load it.
Each image has a one line explanation. Switch to full detail for the step it belongs to, the fields and buttons involved, examples and the whole procedure.
This article explains how to use Custom Menu Links (CMLs) in SaaS plans to streamline the process of adding 3rd-party solutions to GHL Customer Care. With this feature, agencies can automatically apply CML configurations to new sub-accounts when they subscribe to a specific SaaS plan, improving efficiency and enhancing SaaS offerings.
Custom Menu Links (CMLs) allow agencies to embed 3rd-party solutions, such as AI tools, inventory management systems, or virtual assistant tools, directly into the GHL Customer Care app. By linking these tools through iframes, agencies can offer an integrated experience to their users.
Browse Custom Menu Links Across Multiple Pages
The Custom Menu Links selection window includes pagination for agencies with large link libraries.
1. Select the links you want to attach.
2. Use Previous, Next, or the page numbers to browse more links.
3. Click Attach Selected.
Browse Custom Menu Links Across Multiple Pages (image 1 of 6)What this shows 2.What this showsIllustrates the "Browse Custom Menu Links Across Multiple Pages" section of "How to Use Custom Menu Links in SaaS Plans".This screenshot appears in the "Browse Custom Menu Links Across Multiple Pages" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: 2. Use Previous, Next, or the page numbers to browse more links. Immediately after, the guide continues: Many SaaS businesses offer additional solutions alongside GHL Customer Care features as part of their service package. With this functionality, Custom Menu Links can now be tied directly to SaaS plans. When a new sub-account subscribes to a….Image 1 of 6What this covers2. Use Previous, Next, or the page numbers to browse more links.Next stepMany SaaS businesses offer additional solutions alongside GHL Customer Care features as part of their service package. With this functionality, Custom Menu Links can now be tied directly to SaaS plans. When a new sub-account subscribes to a plan, the associated Custom Menu Links are automatically applied without requiring manual setup.
Benefits Of Custom Menu Links
Many SaaS businesses offer additional solutions alongside GHL Customer Care features as part of their service package. With this functionality, Custom Menu Links can now be tied directly to SaaS plans. When a new sub-account subscribes to a plan, the associated Custom Menu Links are automatically applied without requiring manual setup.
Auto Deployment: Automating CML setup for new sub-accounts eliminates manual configuration.
Enhanced User Experience: Embedded solutions feel like a native part of the GHL Customer Care app.
Consistency: Ensures that all sub-accounts subscribing to a plan receive the same setup.
Plan-Level Configuration: Add CMLs directly to SaaS plans, ensuring all new sub-accounts inherit the links.
Easy Updates: Add or modify CMLs in existing SaaS plans, and changes will apply to all future sub-accounts that subscribe to the plan.
Scalability: Simplifies onboarding as your SaaS offering grows.
Create Custom Menu Links
Navigate to Agency Account > Settings > Custom Menu Links > Create New or Edit. Fill out the settings. In the URL field you can use Custom Values, for example: http://url.com/{{location.id}}?value={{custom_values.my_value}}. These {{string}} are called Merge Fields and a full list is here: List of Merge Fields.
Create Custom Menu Links (image 2 of 6)What this shows Navigate to Agency Account > Settings > Custom Menu Links > Create New or Edit.What this showsIllustrates the "Create Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans".This screenshot appears in the "Create Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: Navigate to Agency Account > Settings > Custom Menu Links > Create New or Edit. Fill out the settings. In the URL field you can use Custom Values, for example: http://url.com/{{location.id}}?value={{custom_values.my_value}}. These {{string}} are called Merge Fields and a full list is here: List of…. The navigation path used here is Agency Account > Settings > Custom Menu Links > Create New. Immediately after, the guide continues: While creating the Custom Menu Link, you can set the URL like this.Path: Agency Account > Settings > Custom Menu Links > Create NewImage 2 of 6Where to goNavigate to Agency Account > Settings > Custom Menu Links > Create New or Edit. Fill out the settings. In the URL field you can use Custom Values, for example: http://url.com/{{location.id}}?value={{custom_values.my_value}}. These {{string}} are called Merge Fields and a full list is here: List of Merge Fields.
Buttons and menus referencedCustom Values
Next stepWhile creating the Custom Menu Link, you can set the URL like this:
Getting the user's context within the Custom Menu Link
While creating the Custom Menu Link, you can set the URL like this:
This way, when a user clicks on the link, GHL Customer Care will dynamically replace the param variables with actual values based on the user's context. You can extract these params from the URL and get the user's context.
Supported params to CML
user.first_name
user.last_name
user.name
user.phone
user.email
location.id
location.name
location.city
location.state
location.country
location.address
location.email
location.phone
location.postal_code
location.full_address
location.website
location.logo_url
location_owner.first_name
location_owner.last_name
location_owner.email
custom_values.{CUSTOM_VALUE_NAME}
How to Add Custom Menu Links in SaaS Plans
Step 1: Create a New SaaS Plan
Log in to your GHL Customer Care agency dashboard.
Navigate to the SaaS Configurations section.
Select Create New Plan.
Step 1: Create a New SaaS Plan (image 3 of 6)What this shows Log in to your GHL Customer Care agency dashboard.What this showsIllustrates the "Step 1: Create a New SaaS Plan" section of "How to Use Custom Menu Links in SaaS Plans".This screenshot appears in the "Step 1: Create a New SaaS Plan" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: Log in to your GHL Customer Care agency dashboard. Navigate to the SaaS Configurations section. Select Create New Plan. Immediately after, the guide continues: For existing plans, you can add new Custom Menu Links. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs.Image 3 of 6What to chooseLog in to your GHL Customer Care agency dashboard. Navigate to the SaaS Configurations section. Select Create New Plan.
Buttons and menus referencedSaaS ConfigurationsCreate New Plan.
Next stepFor existing plans, you can add new Custom Menu Links. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs.All 3 steps in this procedure
Log in to your GHL Customer Care agency dashboard.
Navigate to the SaaS Configurations section.
Select Create New Plan.
Optional: Update Existing SaaS Plans
For existing plans, you can add new Custom Menu Links.
Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs.
Optional: Update Existing SaaS Plans (image 4 of 6)What this shows For existing plans, you can add new Custom Menu Links.What this showsIllustrates the "Optional: Update Existing SaaS Plans" section of "How to Use Custom Menu Links in SaaS Plans".This screenshot appears in the "Optional: Update Existing SaaS Plans" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: For existing plans, you can add new Custom Menu Links. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs. Immediately after, the guide continues: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience.Image 4 of 6What this coversFor existing plans, you can add new Custom Menu Links. Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs.Next stepGo to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience.All 2 steps in this procedure
For existing plans, you can add new Custom Menu Links.
Sub-accounts subscribing to these updated plans in the future will automatically receive the new CMLs.
Step 2: Add Custom Menu Links
Go to the Custom Menu Links section within the SaaS plan configuration.
Add the 3rd-party solutions you want to embed using the iframe URLs.
Assign names and organize the CMLs as needed for the end-user experience.
Step 2: Add Custom Menu Links (image 5 of 6)What this shows Go to the Custom Menu Links section within the SaaS plan configuration.What this showsIllustrates the "Step 2: Add Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans".This screenshot appears in the "Step 2: Add Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience. Immediately after, the guide continues: Save your changes to the SaaS plan. Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links.Image 5 of 6Where to goGo to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience.
Buttons and menus referencedCustom Menu Links
Next stepSave your changes to the SaaS plan. Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links.All 3 steps in this procedure
Go to the Custom Menu Links section within the SaaS plan configuration.
Add the 3rd-party solutions you want to embed using the iframe URLs.
Assign names and organize the CMLs as needed for the end-user experience.
Step 2: Add Custom Menu Links (image 6 of 6)What this shows Go to the Custom Menu Links section within the SaaS plan configuration.What this showsIllustrates the "Step 2: Add Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans".This screenshot appears in the "Step 2: Add Custom Menu Links" section of "How to Use Custom Menu Links in SaaS Plans". The text alongside this image reads: Go to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience. Immediately after, the guide continues: Save your changes to the SaaS plan. Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links.Image 6 of 6Where to goGo to the Custom Menu Links section within the SaaS plan configuration. Add the 3rd-party solutions you want to embed using the iframe URLs. Assign names and organize the CMLs as needed for the end-user experience.
Buttons and menus referencedCustom Menu Links
Next stepSave your changes to the SaaS plan. Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links.All 3 steps in this procedure
Go to the Custom Menu Links section within the SaaS plan configuration.
Add the 3rd-party solutions you want to embed using the iframe URLs.
Assign names and organize the CMLs as needed for the end-user experience.
Step 3: Save and Apply the Plan
Save your changes to the SaaS plan.
Any new sub-accounts subscribing to this plan will automatically receive the configured Custom Menu Links.
Frequently Asked Questions
Q: What happens to existing sub-accounts when I update a SaaS plan with new Custom Menu Links? Updates to a SaaS plan only apply to new sub-accounts subscribing to the plan. Existing sub-accounts must be manually updated with the new CMLs.
Q: Can I edit or remove Custom Menu Links after they are applied to sub-accounts? Yes, you can edit or remove Custom Menu Links in SaaS plans, but changes will only affect new sub-accounts subscribing to the plan.
Q: Are Custom Menu Links limited to specific 3rd-party solutions? No, you can embed any tool or solution that supports iframes via a URL.
Q: Can I use this feature for non-SaaS accounts? Custom Menu Links are primarily intended for SaaS plans. For non-SaaS accounts, CMLs must be manually added.
