LeadConnector

Google Business Profile 1

• How to Connect Your Google My Business (GMB)

Quick Start Guides 7

• 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 7

SMTP 2

• Using Google/Gmail/Google Workspace as your SMTP Provider
• Limitation of using SMTP when emails are not sending

Troubleshooting 1

• Troubleshooting Guide: Connecting Your Domain

Foundational Setup 0

Marketing & Lead Generation 0

Sales & Conversations 1

• Connect Facebook & Instagram Messages to Your Unified Inbox

Website & Content 0

Commerce 0

Prompting 101 1

• AI Prompting 101

Conversation AI 18

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

View all 18

Getting Started w/ Payments 13

• 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
• Auto Payments in Recurring Templates

View all 13

Invoices & Estimates 3

• PDF Generation for Invoices and Receipts
• Managing Document Attachments for Estimates and Invoices
• How to view all "Chart of Accounts" within the Xero Integration?

Order, Subscriptions, and Transactions 0

Payment Links 0

Products & Coupons 2

• Getting Started with Coupons
• Coupon Application on Subscription Products

Payment Settings & Integrations 3

• Guide: Setting up the Quickbooks integration
• Guide: Wave integration
• Guide: Xero integration

Gift Cards 4

• How to Track Gift Card Performance (Analytics & Metric Tracking)
• Getting Started with Gift Cards
• How to Sell Gift Cards
• How to Send Gift Cards

WordPress 5

• 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
• SSH Access and SSH Keys Management on Your WordPress Hosting
• WordPress LeadConnector Plugin: All you need to know

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 8

• 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 8

Funnel Analytics 2

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

Events 2

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

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 58

• 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 58

Error Code and Warning Dictionary 23

• 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 23

Workflow 53

• 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 53

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 7

• 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 7

Ad Manager 10

• 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 10

Campaigns 4

• Email Campaigns
• Statistics
• Templates
• Others

Countdown Timer 2

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

Brand Boards 1

• Help Guide: Global Custom Colors

Blogs 1

• CSS Selectors Guide (Simple + Attribute Selectors)

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 2

• How to Add Custom CSS to Forms, Surveys, and Quizzes!
• How to make my form submissions secure from spammers?

QR Codes 2

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

Quizzes 3

• How to Assign Categories and Scoring in Quizzes With Dynamic Result Messages - A Complete Guide!
• Understanding Score Tiers in Quizzes
• Quiz Builder Guide

Calendars 36

• Calendar Connections
• 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?

View all 36

Facebook 12

• 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 12

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 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 3

• Clio Integration
• Connect Google ads with CRM
• Connecting Google account with CRM

Tracking & Attribution (General) 2

• Google Ads Reporting Metrics Overview
• Call Reporting Overview and Performance Insights

Appointments 0

Custom Reports 0

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 22

• 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 22

Get Started 3

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

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 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 12

• 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 12

Manual Actions View 0

Templates View 0

Trigger Links View 0

LeadConnector Email 21

• 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 21

Email Delivery Troubleshooting 5

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

Workflow AI 3

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

Developer Resources 1

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

Workflow core 0

Workflow Actions 4

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

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 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 10

• 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 10

SmartLists 0

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 10

• 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 10

Client Portal Mobile APP 2

• How to setup branded client portal mobile app
• Why add our team as an Admin to your developer accounts?

Merge Fields & Custom Variables 2

• List of Merge Fields
• Overview of Merge Fields & Custom Variables

Managing User Permissions 0

Ecommerce 16

• How to use Shippo Integration for automatic fulfilments & live rates?
• How To Use Shopify Integration with Your Sub-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 16

Associations 1

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

Getting Started with Custom Objects 5

• Getting Started with Custom Objects
• 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 0

Opportunities 4

• 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)

Prospecting Tool 8

• 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 8

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 1

• Getting Started with Companies Feature

Tracking for Forms 1

• Complete Guide to External Form & Page View Tracking

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 3

• Agent Studio - Router Tool (AI & Conditional Router)
• AI Studio
• Connect Forms and Calendars in AI Studio