LeadConnector

Quick Start Guides 9

• 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 9

SMTP 2

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

Troubleshooting 1

• Fix Common Domain Connection Errors

Marketing & Lead Generation 2

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

Sales & Conversations 2

• Connect Facebook & Instagram Messages to Your Unified Inbox
• Sales Velocity and Revenue Performance Insights

Website & Content 2

• External Tracking: Capture Website Form Submissions Automatically
• How to Customize Product Selector Styles on the Product Details Page

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

Prompting 101 1

• AI Prompting 101

Conversation AI 28

• AI Appointment Booking Automation and Workflow Configuration
• 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

View all 28

Getting Started w/ Payments 18

• 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 18

Invoices & Estimates 6

• 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 6

Order, Subscriptions, and Transactions 3

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

Products & Coupons 2

• Getting Started with Coupons
• Coupon Application on Subscription Products

Payment Settings & Integrations 6

• 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 6

Gift Cards 5

• 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

WordPress 4

• WordPress - Adding Domains for your site
• 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

Digital Products 2

• How to set up your very own Customizable 404 Error page?
• Custom 404 Error Page Setup & Best Practices

Funnels & Websites Builder 14

• 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 14

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 7

• 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
• Resolving Conflicted/Duplicate State Entity in Yext

View all 7

LeadConnector Phone 65

• 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 65

Error Code and Warning Dictionary 24

• 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.
• 21661: 'From' number is not SMS-capable

View all 24

Workflow 61

• 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 61

Social Planner 6

• Facebook Text-Background Posts Reference
• 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

View all 6

Email Builder 3

• How to reschedule an email campaign? (Email Builder)
• How to import HTML Email Templates/ Campaigns
• Email Sequences: Automated Follow-Ups

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 12

• Create a new Google Search Ad Campaign
• Guidelines for using custom questions in Google lead forms
• How to connect Instagram account with Facebook page?
• How to create a Facebook form in Ad Manager
• How to create a Meta Business Manager and Ad account?

View all 12

Campaigns 4

• Email Campaigns
• Statistics
• Templates
• Others

Countdown Timer 2

• Limitations of Recurring Timer Wait Time Behaviour
• Timezone Adaptation in Countdown Timers

Brand Boards 2

• Help Guide: Global Custom Colors
• Brand Board Colors in the Form, Survey, and Quiz Builder

Blogs 1

• CSS Selectors Guide (Simple + Attribute Selectors)

Template Library 1

• Template Library Marketplace Integration

WebChat Widget 8

• 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 8

Forms 4

• How to Add Custom CSS to Forms, Surveys, and Quizzes!
• How to Add Gradient Backgrounds to Buttons in Forms, Surveys, and Quizzes
• How to make my form submissions secure from spammers?
• Understanding the Primary Color in Forms, Surveys and Quizzes

QR Codes 2

• How to Create QR Codes : Manual and Bulk
• Understanding QR Code Types!

Quizzes 4

• 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

Calendars 37

• 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 37

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 3

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

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 4

• Clio Integration
• Connect Google Ads Lead Forms to Your CRM
• Connecting Google account with CRM
• Connect Canva to Media Storage

Tracking & Attribution (General) 8

• 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 8

Marketing Audit Reports 1

• How to Use Marketing Audit Report & Compare Reports for Strategic Growth

SMS 1

• Updated Messaging Policies for Canadian 10DLC Numbers: A2P Registration Requirements

Setup 26

• 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 26

Get Started 3

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

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?

Sub-Account Settings 2

• How to set up the default Missed-Call-Text-Back feature
• Business Profile Settings - Authorized Representative

Affiliate Manager Workflow 1

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

Affiliates 3

• How can my affiliate see their stats on the Client Portal?
• How to manually attribute sales to affiliates
• New Affiliate Sale Workflow Trigger

Conversations View 18

• 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 18

LeadConnector Email 24

• SMTP
• What is LeadConnector Email?
• How to Set Up Unsubscribe Links
• Two Way Email Sync for Outlook
• How to use the Email Risk Assessment Tool

View all 24

Email Delivery Troubleshooting 6

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

View all 6

Workflow AI 4

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

Developer Resources 1

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

Workflow core 1

• Fathom Actions and Triggers in Workflows

Workflow Actions 7

• 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 7

Memberships 5

• 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)

Communities 13

• 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 13

Contacts 14

• 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)
• Associating Contacts using Custom Labels (Coming Soon)

View all 14

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 13

• 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 13

Client Portal Mobile APP 5

• How to setup branded client portal mobile app
• Why add our team as an Admin to your developer accounts?
• Manage Purchases on GoKollab
• Opportunities V2 Mobile App
• GoKollab Mobile App: Native iOS & Android Experience

Merge Fields & Custom Variables 5

• List of Merge Fields
• Overview of Merge Fields & Custom Variables
• Custom Object Templates: Pre-Built CRM Setup in One Click
• How to Use Custom Fields
• How to Use Custom Fields

Ecommerce 18

• 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 18

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 3

• Advanced Filters for Custom Objects
• Custom Object List View: Sort & Customize Data
• Bulk Delete and Restore Records for Custom Objects, Companies, and Tasks

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

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 2

• Getting Started with Companies Feature
• Bulk Import Companies via CSV

Tracking for Forms 1

• Tracking External Forms

SEO: Boost Your Search Rankings 2

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

Account Billing 1

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

Agent Studio 7

• 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 7

AI Studio 6

• 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 6

Voice AI 16

• Voice AI Logs: Review & Debug Calls
• Voice AI: Agent Transfer
• Using Ask AI Artifacts and Mermaid Diagrams
• Voice AI Performance Reports
• Best practices for outbound Voice AI calls

View all 16

GMB 1

• How to Connect Your Google My Business (GMB)

Events 1

• Check-in Experience for In Person Events