LeadConnector

Quick Start Guides 11

• 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

View all 11

SMTP 2

• Using Google/Gmail/Google Workspace as your SMTP Provider
• Troubleshooting SMTP Email Delivery Issues

Troubleshooting 1

• Fix Common Domain Connection Errors

Foundational Setup 1

• Create New Contact

Marketing & Lead Generation 2

• Setup Facebook and Instagram Lead Ads
• Send Email Action in Company & Custom Object Workflows

Sales & Conversations 4

• Setup Live Chat Widget
• Connect Facebook & Instagram Messages to Your Unified Inbox
• Sales Velocity and Revenue Performance Insights
• Chat Widget Spam Protection with Bot Detection

Website & Content 3

• External Tracking: Capture Website Form Submissions Automatically
• How to Customize Product Selector Styles on the Product Details Page
• Getting Started - Launch a Website From Template

Commerce 4

• How to Create Products and Sell Them Using Funnels
• Build, Launch, and Sell Your Online Course
• Stripe Payment Integration for Secure Online Transactions
• Streamlined Payment Collection with Shareable Payment Links

Importing Data 1

• Import data from HubSpot

Project Management 1

• Introduction to Project Management

Saas 4

• How to Upgrade or Downgrade a SaaS Plan for a Location
• SaaS V1 vs SaaS V2: What’s the Difference?
• How to Configure Downgrade Settings for SaaS Clients
• How to Add Listings to a SaaS Plan

Accounts 1

• How to Share Snapshots

Prompting 101 1

• AI Prompting 101

Conversation AI 32

• AI Message Details: View & Edit AI Responses
• Bot Actions - Add Contact Info
• Trigger a Workflow from AI Conversations (Bot Goals Guide)
• AI Bot Goals Setup and Customization Guide
• Manage Contact-Level AI Bot Settings

View all 32

Getting Started w/ Payments 22

• How To Set Up A PayPal Integration
• Understanding Subscription Statuses and Tracking
• Using Apple Pay and Google Pay
• Authorize.net integration for processing payments
• Auto Payments in Recurring Templates

View all 22

Invoices & Estimates 10

• Create and Send Invoices Faster with the New Invoice Editor
• PDF Generation for Invoices and Receipts
• Managing Document Attachments for Estimates and Invoices
• Set Up Automatic Recurring Invoices Step-by-Step
• How to view all "Chart of Accounts" within the Xero Integration?

View all 10

Order, Subscriptions, and Transactions 4

• Automating Payments with Subscription and Refund Triggers
• Subscription Failed Payment Retry Settings Explained
• How to Modify Existing Subscriptions
• How to Manually Retry a Failed Subscription Payment

Products & Coupons 2

• Getting Started with Coupons
• Coupon Application on Subscription Products

Payment Settings & Integrations 8

• Accept PayPal Payments: Setup Guide for Payment Elements
• Guide: Setting up the Quickbooks integration
• Guide: Wave integration
• Guide: Xero integration
• Guide for Razorpay's fixed schedule subscriptions and charge when needed

View all 8

Gift Cards 6

• How to Track Gift Card Performance (Analytics & Metric Tracking)
• Getting Started with Gift Cards
• How to Sell Gift Cards
• How to Send Gift Cards
• How to Redeem Gift Cards For Offline / Off-session Payments

View all 6

WordPress 4

• How to Add Domains in the WordPress Dashboard
• SSH Access and SSH Keys Management on Your WordPress Hosting
• WordPress LeadConnector Plugin: All you need to know
• WordPress - Adding Domains for your site

Digital Products 1

• Custom 404 Error Page Setup & Best Practices

Funnels & Websites Builder 25

• Cookie Policy Details
• Marketing Tools to use in Funnel/Website - Cookie Banner
• Migration of existing domains
• How to Use the Cookie Consent Banner in Funnels & Websites
• Nested URL Paths Support Guide

View all 25

Funnel Analytics 2

• Funnel, Website & Webinar Analytics Definitions
• Advanced Filters in Site Analytics

Events 2

• Understanding Pixel ID for your funnel/website event tracking
• Configure Meta Conversions API Access Token

Review Management 9

• Customising Review Widgets in Reputation Management
• How to Set Up a Review Link in Your Review Request Email
• How to Set up Digital QR Code for Maximising Review Generation
• Resolving Conflicted/Duplicate State Entity in Yext
• Gain a Competitive Edge with Competitor Analysis in Reputation Management

View all 9

LeadConnector Phone 96

• 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 96

Error Code and Warning Dictionary 26

• 21211: Invalid 'To' Phone Number
• 21408: Your account is not allowed to send SMS to this country or region.
• 21614: 'To' number is not a valid mobile number
• 21635: The "To" number is a landline and cannot receive SMS.
• Fix "From Number Not SMS Capable" Error

View all 26

Workflow 64

• 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 64

Social Planner 9

• Connecting Facebook Business Account to Ad Manager
• Facebook Text-Background Posts Reference
• Getting Started - Setup Social Planner
• How to check your Instagram profile type
• How to Post Recurring Social Posts through the Social Planner?

View all 9

Email Builder 6

• How to reschedule an email campaign? (Email Builder)
• How to import HTML Email Templates/ Campaigns
• Email Sequences: Automated Follow-Ups
• How Recipients Can Resubscribe to an Email List
• Create and Use Text and Email Snippets

View all 6

Prospecting Tool 8

• Understanding the Grades in Your Marketing Audit Report
• SEO Heatmaps in the Prospecting Tool: A Support Guide
• Analysing Website Performance of a prospect in the Marketing Audit Report
• How to find Leads for a business using Prospecting Tool
• Prospecting Tool: Create Prospecting Widgets For Your Websites

View all 8

Ad Manager 14

• Campaign Opportunity Score in Ad Manager
• Create a new Google Search Ad Campaign
• Create Google Demand Gen Campaigns in Ad Manager
• Google Ads: Multiple Ad Groups and Ads
• Guidelines for using custom questions in Google lead forms

View all 14

Campaigns 6

• Email Campaigns
• Statistics
• Templates
• Others
• Pre-Built A2P Campaign Registration with Chat Widget

View all 6

Countdown Timer 6

• Limitations of Recurring Timer Wait Time Behaviour
• Timezone Adaptation in Countdown Timers
• How to Create a Fixed countdown Timer
• How to Use Countdown Timers in Emails
• How to Use Wait Time in Recurring Timer

View all 6

Brand Boards 8

• Help Guide: Global Custom Colors
• Brand Board Colors in the Form, Survey, and Quiz Builder
• How to Set and Use Global Custom Colors in Color Picker
• How to Create a Brand Board
• How to Use Brand Boards in Emails

View all 8

Blogs 1

• CSS Selectors Guide (Simple + Attribute Selectors)

Template Library 2

• Add Custom Templates to Template Library
• Template Library Marketplace Integration

WebChat Widget 9

• 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

View all 9

Forms 6

• How to Add Custom CSS to Forms, Surveys, and Quizzes!
• How to Add Gradient Backgrounds to Buttons in Forms, Surveys, and Quizzes
• How to Create and Manage a Contact Form
• How to make my form submissions secure from spammers?
• How to Skip Credit Card Collection for $0 Orders in Forms and Surveys

View all 6

QR Codes 3

• How to Create QR Codes : Manual and Bulk
• Understanding QR Code Types!
• Create App QR Codes for iOS and Android

Quizzes 5

• How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide!
• Understanding Score Tiers in Quizzes
• Quiz Builder Guide
• Individual Category Result Personalization for Personality Quizzes
• Schedule Form, Survey & Quiz Availability with Custom Open & Expiry Experiences

Order Forms 1

• New Order Forms

Calendars 40

• Calendar Connections
• Rentals
• How to Set Up Recurring Appointments
• How to set up a Calendar for Classes?
• How to Add/Change/Remove Calendar Widget Logo?

View all 40

Facebook 14

• 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 14

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 5

• Integrating LinkedIn Lead Ads with CRM
• Add Workflow Trigger For Linkedin Lead Ads
• LinkedIn Lead Ads with CRM
• Understanding LinkedIn statistics in Ad Manager
• Create a LinkedIn ad campaign in Ad Manager

Google Business Page 6

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

View all 6

Private Integrations 3

• Private Integrations: Everything you need to know
• Connect sub-account with Zapier
• Zapier WL app connection

Other Integrations 6

• Clio Integration
• Connect Google Ads Lead Forms to Your CRM
• Connecting Google account with CRM
• Connect Canva to Media Storage
• TypeScript/JavaScript SDK for OAuth 2.0

View all 6

Tracking & Attribution (General) 9

• Google Ads Reporting Metrics Overview
• Facebook Ad Reporting Metrics and Performance Insights
• Facebook Ad Attribution and UTM Tracking Best Practices
• Call Reporting Overview and Performance Insights
• Understand Lead Sources & Improve Marketing Performance

View all 9

Custom Reports 1

• Use Custom Fields as Metrics in Dashboards, Reports & Custom Metrics

SMS 1

• Updated A2P Messaging Requirements for Canadian 10DLC Numbers

Setup 31

• How to Enable WhatsApp in your account?
• WhatsApp FAQs
• Marketing Opt-out Button to Your Message Template
• WhatsApp - Workflow Integration
• Important Update: : WhatsApp Marketing Messages to U.S. Numbers Paused Starting April 1, 2025

View all 31

Get Started 4

• Download LeadConnector Desktop App for Windows & Mac
• Unified Appointment Screen in the Mobile App
• Opportunities V2 Mobile Experience
• Diagnose Mobile App Notification Issues

WordPress Folder 6

• WordPress Error Codes and FAQ
• WP File Manager Plugin (Stable Alternative for FTP Access)
• WordPress - Adding Domains for your site
• LC WordPress Plugin | Fixing Cron Jobs/Crashing Issue
• WordPress Hosting: Step-by-Step Migration Guide

View all 6

Modules & Fields 1

• How to use the Company Object Automation?

Settings 3

• How to set up the default Missed-Call-Text-Back feature
• Business Profile Settings - Authorized Representative
• Assets Protected Snapshots (Called "IP Protected" Earlier)

Affiliate Manager Workflow 1

• How to Set Up Multi-Tier Commissions

Affiliates 3

• How to manually attribute sales to affiliates
• New Affiliate Sale Workflow Trigger
• The Affiliate Commander Program

Conversations View 22

• 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 22

LeadConnector Email 26

• SMTP
• Dedicated Email Sending Domains Overview & Setup
• How to Set Up Unsubscribe Links
• Two Way Email Sync for Outlook
• How to use the Email Risk Assessment Tool

View all 26

Email Delivery Troubleshooting 6

• Authentication & Security
• Reputation & Throttling
• Technical & Configuration
• Complex Delivery Issues
• Recipient & Server Issues

View all 6

Workflow AI 6

• Workflow Trigger - Opportunity Changed
• Temporarily Disable Actions in a Workflow
• Copy Workflow Actions Across Workflows
• Workflow Actions - AI Extract Data
• Copy and Delete Workflow Triggers

View all 6

Developer Resources 1

• Interactive Voice Response (IVR) Guide - Triggers & Actions

Workflow core 1

• Fathom Actions and Triggers in Workflows

Workflow Actions 9

• Workflow Action - AI Agent
• Workflow Action - AI Intent Detection
• Workflow Action - AI Decision Maker
• Workflow Action - Create & Update Multiple Rows in Google Sheets
• Workflow Action - Email Verification

View all 9

Memberships 12

• How to use memberships themes
• How to create your Whitelabel Community inside a subaccount
• Getting Started - Launch a Course
• New Theme Customizer for Courses
• Magic Links In Memberships (Courses)

View all 12

Communities 14

• 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

View all 14

Contacts 16

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

View all 16

SmartLists 1

• Smart Lists - How to Filter Contacts by Community Groups

App marketplace 3

• Marketplace Apps - View & Installation
• Changing your app pricing plan in the App Marketplace
• Usage Based Pricing on App Marketplace

Domain Connect / Transfer 14

• Domain Transfer-out to Cloudflare
• Connecting Your Domain - A Guide
• Troubleshooting Guide: Connecting Your Domain
• Domain Transfer In and Eligibility Check
• Domain Transfer In - Review DNS Records

View all 14

Client Portal Mobile APP 8

• How to setup branded client portal mobile app
• Why add our team as an Admin to your developer accounts?
• Client Portal SSO Magic Links: Enable One-Click Access to Client Apps
• Manage Purchases on GoKollab
• Opportunities V2 Mobile App

View all 8

Merge Fields & Custom Variables 9

• List of Merge Fields
• Overview of Merge Fields & Custom Variables
• Custom Object Templates: Pre-Built CRM Setup in One Click
• Creating and Managing Custom Fields for Better Data Organization
• How to Use Custom Fields

View all 9

Managing User Permissions 2

• User Roles, Permissions, and Assigned Data
• Change an Agency Owner Email When Verification Fails

Ecommerce 23

• How to use Shippo Integration for automatic fulfilments & live rates?
• How to Use the Shopify Integration with Your Account
• Connect Your Online Store and Sync Orders, Contacts, and Payments
• How to setup Facebook and Instagram Shops?
• Import Multiple Products at Once Using CSV

View all 23

Associations 1

• Custom Object Associations: How to Create, Manage, and Link Records

Getting Started with Custom Objects 5

• Custom Objects Guide: Organize Your CRM Data Better
• Creating and Editing Custom Objects
• Complete Guide to Creating and Managing Custom Object Records
• Custom Object Access Guide: Features, Limitations & Upgrades
• Import Companies & Custom Objects Using a CSV File

Managing Custom Object Records 5

• Advanced Filters for Custom Objects
• Custom Object List View: Sort & Customize Data
• Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks
• Trigger Automations in Bulk for Companies and Custom Objects
• Send Bulk Email to Associated Contacts

Opportunities 6

• Separate Owners for Contacts and Opportunities
• Bulk Opportunity Import Guide: Upload, Map, and Verify CSV Data
• Creating and Managing Opportunity Pipelines
• How to Color-Code Opportunity Pipelines (Smart Tags)
• Opportunity Forecasting: Setup and Use

View all 6

Dashboards 2

• Funnel vs. Stages Distribution Widgets
• How to Load Snapshots with Dashboards

Prospecting Tool 9

• Core Functionality
• Marketing Audit Reports
• Enable Prospecting Access for Accounts: Complete Setup Guide
• Create and Embed a Prospecting Widget to Capture Website Leads
• Send Marketing Audit Reports to Prospects (Email, SMS & Link Guide)

View all 9

Location Marketing Audit (LMA) 1

• Marketing Audit Reports Made Free for Sub-Accounts

Purchase 1

• How to Retry a Failed Payment for Subscription Products

Introduction to Companies 3

• Getting Started with Companies Feature
• Bulk Import Companies via CSV
• Automatic Company Creation and Enrichment

Tracking for Forms 2

• Tracking External Forms
• Analytics for External Tracking

SEO: Boost Your Search Rankings 2

• SEO Pixel Not Detected? How to Install and Fix It
• SEO Unsubscription Flow & Project States

Account Billing 2

• Account Snapshots
• Update Your Tax ID in Billing Settings (VAT & Global Tax ID Guide)

Agent Studio 9

• Agent Studio - Router Tool (AI & Conditional Router)
• Knowledge Base Retrieval Tester
• How to Use Custom Values and Variables in Agent Studio
• How to Use Brand Voice and Brand Kit in Agent Studio
• Agent Studio for Multi-Agent Workflows

View all 9

AI Studio 8

• AI Studio
• Code Editor in AI Studio
• Advanced SEO Support for AI Studio
• Connect Forms and Calendars in AI Studio
• Visual Edits in AI Studio

View all 8

Voice AI 21

• Voice AI Logs: Review & Debug Calls
• Voice AI: Agent Transfer
• Create and Update SaaS Plans with Ask AI
• Using Ask AI Artifacts and Mermaid Diagrams
• Voice AI Performance Reports

View all 21

Ask AI 6

• How to use Ask AI in Split Mode
• Using Page Context with Ask AI
• How to Use Ask AI Voice Mode
• How To Use Ask AI in WhatsApp with Dispatch
• Create Workflows Directly from Ask AI

View all 6

Eliza 1

• Eliza Agent Platform Settings within the CRM

GMB 2

• How to Connect Your Google My Business (GMB)
• Bulk Import Companies via CSV

Events 1

• Check-in Experience for In Person Events

Agency 2

• SaaS: Reselling Add-Ons with SaaS Plans
• Summer of AI: Agency Landing & Access Control

Agency View 2

• New MCP connectors
• Prospecting

AI Employee 2

• Content AI
• AI Tools Available in Your Account