Knowledge base

Getting Started Category (4)

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

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

Conversation AI Bot (2)

Prompting 101 (1)

• AI Prompting 101

Conversation AI (18)

• Appointment Booking Conversation AI Workflow Action
• Response Info for your AI message
• Add Contact Info for your Bot

View all 18

Payments, Invoices & Estimates (5)

Getting Started w/ Payments (12)

• How To Set Up A PayPal Integration
• What is listed on the Subscriptions page?
• Using Apple Pay and Google Pay

View all 12

Invoices & Estimates (1)

• How to view all "Chart of Accounts" within the Xero Integration?

Products & Coupons (1)

• 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

View all 4

Funnels & Websites Category (5)

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

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Digital Products (2)

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

Funnel Analytics (1)

• Funnel, Website & Webinar Analytics Definitions

Events (2)

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

Funnels & Websites Builder (6)

• Cookie Policy Details
• Marketing Tools to use in Funnel/Website - Cookie Banner
• Migration of existing domains

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Reputation & Review Management (1)

Review Management (6)

• 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

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Phone Category (2)

LeadConnector Phone (50)

• 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

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Error Code and Warning Dictionary (22)

• 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

View all 22

Marketing Category (11)

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

View all 5

Email Builder (2)

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

Email Campaigns (26)

• Border Customization: Color, Radius, and Thickness
• Image Element in Email Builder
• Video Element in Email Builder

View all 26

Statistics (8)

• How to Access the All-in-One Dashboard for Email Marketing
• Tag Contacts from Campaign Statistics
• Email Statistics

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Templates (4)

• Whitelabel Email Template Sharing: Step-by-Step Guide
• Email Templates vs Email Campaigns
• Share Email Template across Agencies

View all 4

Others (1)

• Guide to Changing Agency System Email Templates

Countdown Timer (2)

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

Brand Boards (1)

• Help Guide: Global Custom Colors

Workflow (46)

• 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?

View all 46

Prospecting Tool (6)

• 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

View all 6

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?

View all 10

Surveys, Forms, QR Codes and Quizzes (4)

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

View all 5

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 (2)

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

Scheduling & Calendars (Bookings) (1)

Calendars (44)

• How to Connect Your Google Calendar?
• How to Connect Your Outlook Calendar?
• How to Connect Your iCloud Calendar?

View all 44

ResQEngage Integrations (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

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

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.

View all 12

Google Business Page (6)

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

View all 6

Reporting & Attribution (2)

Marketing Audit Reports (1)

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

Tracking & Attribution (General) (2)

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

Phone/ SMS Category (1)

SMS (1)

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

WhatsApp Integration (1)

Setup (9)

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

View all 9

Lead Connector Mobile APP (1)

Get Started (2)

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

WordPress Integration (1)

WordPress Folder (6)

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

View all 6

Location Settings (2)

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

The Affiliate Manager (2)

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 Tab (2)

Contact Engagement Score (1)

• Setup Contact Engagement Score

Conversations View (9)

• How to use Conversation Filters & Bulk Actions Overview
• How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
• Conversations FAQs

View all 9

ResQEngage Email (6)

Authentication & Security (3)

• Email Authentication Errors - Fix SPF, DKIM, and DMARC Issues
• Blacklisted Domain or IP - Remove from Blocklists and Restore Delivery
• Spam Filter Blocks - Improve Content and Sender Reputation

Reputation & Throttling (3)

• Low Domain Reputation - Rebuild Trust and Improve Deliverability
• Low IP Reputation - Restore Sending IP Credibility
• Rate Limited Emails - Resolve Throttling and Sending Limits

Technical & Configuration (2)

• Mail Loop Detected - Resolve Email Routing Conflicts
• Email Standards Compliance: Resolving RFC 5322 Violations

Complex Delivery Issues (1)

• Resolving Multiple Email Delivery Issues: Complete Recovery Guide

Recipient & Server Issues (1)

• Recipient Policy Block - Bypass Server Restrictions

ResQEngage Email (21)

• What is ResQEngage Email?
• How to set up a dedicated sending domain within a Sub-Account
• How to Set Up Unsubscribe Links

View all 21

Workflow (1)

Developer Resources (1)

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

Membership and Communities (2)

Memberships (5)

• How to use memberships themes
• How to create your Whitelabel Community inside a subaccount
• Getting Started - Launch a Course

View all 5

Communities (5)

• How to Setup, Customize, and Manage Your Communities
• How to Manage Members Inside groups
• Content Management in Communities

View all 5

Contacts / SmartLists (1)

Contacts (7)

• How to input Multiple Phone Numbers for a Contact?
• Bulk Add and Remove Tags from Contacts
• Configuring Searchable Fields for Objects

View all 7

Marketplace Apps (1)

App marketplace (3)

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

Domains (1)

Domain Connect / Transfer (10)

• Domain Transfer-out to Cloudflare
• Connecting Your Domain - A Guide
• Troubleshooting Guide: Connecting Your Domain

View all 10

Client Portal Web and Mobile APP (1)

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 (1)

Merge Fields & Custom Variables (2)

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

E-Commerce (1)

E-Commerce (14)

• 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?

View all 14

Custom Objects (2)

Associations (1)

• Associations among Objects

Getting Started with Custom Objects (2)

• Getting Started with Custom Objects
• Creating and Editing Custom Objects

Pipelines & Opportunities (1)

Opportunities (4)

• Opportunity Owners Decoupling Settings
• Import Opportunities
• Understanding Pipelines

View all 4

Prospecting Tool (2)

Prospecting Tool (5)

• How to Resell and use Prospecting Tool for Sub-Accounts
• Prospecting Tool: Create Prospecting Widgets For Your Websites
• How to send Marketing Audit Report as Email/SMS to your Prospects

View all 5

Location Marketing Audit (LMA) (1)

• How to generate Marketing Audit Reports for existing Sub-Accounts

Subscription Products (1)

Purchase (1)

• How to Retry a Failed Payment for Subscription Products

External Tracking (1)

Tracking for Forms (1)

• Track External Forms with the Tracking Script

SEO (1)

SEO: Boost Your Search Rankings (1)

• External Website SEO Fixes via SEO Pixel

Billing (1)

Account Billing (1)

• Account Tax ID Guide