LeadConnector

Google Business Profile 1

• How to Connect Your Google My Business (GMB)

Quick Start Guides 5

• LeadConnector Mobile App Quick Start Guide
• Managing Conversations Quick Start Guide
• The Marketing Area Quick Start Guide
• Managing Payments Quick Start Guide
• Reputation Management Quick Start Guide

SMTP 1

• Using Google/Gmail/Google Workspace as your SMTP Provider

Prompting 101 1

• AI Prompting 101

Conversation AI 6

• Appointment Booking Conversation AI Workflow Action
• Response Info for your AI message
• Add Contact Info for your Bot
• Trigger a Workflow within Conversation AI
• Bot Goals Feature (Conversation AI V2) : Complete Guide

View all 6

Payments Folder 9

• How To Set Up A PayPal Integration
• What is listed on the Subscriptions page?
• Using Apple Pay and Google Pay
• Authorize.net integration for processing payments
• How to set up the NMI integration?

View all 9

WordPress 3

• How to point your domains or subdomains to your WordPress Site
• WordPress - Adding Domains for your site
• How to Add Domains in the WordPress Dashboard

Digital Products 2

• How to add a product to a funnel or website
• How to set up your very own Customizable 404 Error page?

Funnels & Websites Builder 3

• What things you should include in your cookie policy
• Marketing Tools to use in funnel/website - Cookie Banner
• Migration of existing domains

Funnel Analytics 1

• Understanding terms of Analytics

Events 2

• Understanding Pixel ID for your funnel/website event tracking
• Configuring Conversion API Events

Online Listings 4

• Customising Review Widgets in Reputation Management
• How to Dispute a Google Review and Check on the Dispute Status
• How to Set Up a Review Link in Your Review Request Email
• How to Set up Digital QR Code for Maximising Review Generation

LeadConnector Phone 15

• Why are my Calls marked as Spam and how can I avoid it
• Phone Number Settings Explained
• How to Purchase a Phone Number for Your Business
• Forbidden message categories for SMS and MMS in the US and Canada
• A2P 10DLC Campaign Approval Best Practices

View all 15

Workflow 35

• Set Event Start Date Event In Workflows
• How to use the Inbound Webhook Workflow Premium Trigger?
• How to use the Custom Webhook LC Premium Workflow Action?
• How to use the Workflow Slack Premium Action?
• How to use the Date/Time Formatter Premium Workflow Action?

View all 35

Social Planner 5

• How to check your Instagram profile type
• How to post Recurring Social Posts through the Social Planner?
• How to Use the Instagram Story Post Composer in Social Planner
• Instagram Reels Publishing Guide for the Social Planner
• Social Planner - Image, Video, Content and API limitations

Email Builder 2

• How to reschedule an email campaign? (Email Builder)
• How to import HTML Email Templates/ Campaigns

Prospecting Tool 1

• Understanding the Grades in Your Marketing Audit Report

WebChat Widget 5

• LeadConnector Webchat for Weebly: How to Get Started
• LeadConnector Webchat for Squarespace: How to Get Started
• LeadConnector Webchat for Wix: How to Get Started
• LeadConnector Webchat for Duda: How to Get Started
• LeadConnector Webchat for Shopify: How to Get Started

Forms 0

Calendars 28

• How to Set Up Recurring Appointments
• How to set up a Calendar for Classes?
• How to Add/Change/Remove Calendar Widget Logo?
• How to configure Staff Member selection in Round Robin Calendars?
• LSA - Reserve with Google Integration

View all 28

Facebook 7

• How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows
• Connecting Your Facebook
• Facebook Pages missing in Page Selector Dropdown during integration.
• Facebook Lead Ad Integration & Troubleshooting Guide
• Facebook Conversion Leads Walkthrough

View all 7

TikTok Integrations 1

• How to integrate TikTok Lead Ads

Two Way Sync Integrations 1

• How to enable Google/Outlook Email Two-Way Sync

Linkedin Lead Ads Integration 2

• Integrating LinkedIn Lead Ads with CRM
• Add Workflow Trigger For Linkedin Lead Ads

Google Business Page 4

• Connect Multiple Google Business Profile Pages to a Sub-Account
• Managing GBP Pages: Additions, Removals, & Adjustments
• Managing Customer Interactions on Connected GBP Pages
• Google Business Profile - Chat sunset starting Jul 15, 2024

Private Integrations 1

• Private Integrations: Everything you need to know

SMS 0

Setup 3

• How to Enable WhatsApp in your account?
• WhatsApp FAQs
• Marketing Opt-out Button to Your Message Template

Get Started 2

• Lead Connector for mobile -How to download the beta version
• How to create invoices in LeadConnector (Mobile App)

WordPress Folder 3

• WordPress Error Codes and FAQ
• WP File Manager Plugin (Stable Alternative for FTP Access)
• WordPress - Adding Domains for your site

Modules & Fields 1

• How to use the Company Object Automation?

Sub-Account Settings 1

• How to set up the default Missed-Call-Text-Back feature

Affiliate Manager Workflow 1

• How to set up a Workflow for the Affiliate Manager?

Affiliates 2

• How can my affiliate see their stats on the Client Portal?
• How to manually attribute sales to affiliates

Conversations View 6

• Contact Engagement Score
• How to use Conversation Filters & Bulk Actions Overview
• How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
• Conversations FAQs
• Workflow Action - Log External Call

View all 6

Manual Actions View 0

Templates View 0

Trigger Links View 0

LeadConnector Email 18

• What is LeadConnector Email?
• How to set up a dedicated sending domain within a Sub-Account
• How to Set Up Unsubscribe Links
• Two Way Email Sync for Outlook
• How to use the Email Risk Assessment Tool

View all 18

Workflow AI 1

• How to Configure the Workflow AI Action?

Memberships 1

• How to use memberships themes

Communities 5

• How to Setup, Customize, and Manage Your Communities
• How to Manage Members Inside groups
• Content Management in Communities
• Kajabi Importer: Easily Move Courses to the Platform
• Gamification - Points, Badges and Leaderboard

Contacts 5

• How to input Multiple Phone Numbers for a Contact?
• Bulk Add and Remove Tags from Contacts
• Configuring Searchable Fields for Objects (Coming Soon)
• Importing Contacts and Opportunities via CSV (Coming Soon)
• Associating Contacts using Custom Labels (Coming Soon)

SmartLists 0

App marketplace 2

• Marketplace Apps - View & Installation
• Changing your app pricing plan in the App Marketplace

Client Portal Mobile APP 1

• How to setup branded client portal mobile app

Custom Values 1

• List of Custom Values (Merge Fields)

Managing User Permissions 0

Ecommerce 3

• How to use Shippo Integration for automatic fulfilments & live rates?
• How To Use Shopify Integration with Your Sub-Account?
• How to use Woocommerce Integration in E-commerce stores?

Creating Tasks 1

• Recurring Tasks (currently in Labs)

Associations 1

• Associations for Custom Objects (live for only specific Beta users)

Opportunities 2

• Opportunity Owners Decoupling Settings
• Import Opportunities

Prospecting Tool 1

• How to Resell and use Prospecting Tool for Sub-Accounts