Knowledge base

Getting Started Category (8)

Google Business Profile (1)

• How to Connect Your Google My Business (GMB)

Quick Start Guides (14)

• 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 14

SMTP (3)

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

Troubleshooting (2)

• Troubleshooting Guide: Connecting Your Domain
• Fix Common Domain Connection Errors

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

Conversation AI Bot (2)

Prompting 101 (1)

• AI Prompting 101

Conversation AI (36)

• 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 36

Payments, Invoices & Estimates (8)

Getting Started w/ Payments (23)

• 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 23

Invoices & Estimates (7)

• How to view all "Chart of Accounts" within the Xero Integration?
• Creating and Sending Invoices
• Recurring Invoices, Estimates & Payment Schedules
• Create and Send Invoices Faster with the New Invoice Editor
• PDF Generation for Invoices and Receipts

View all 7

Products & Coupons (2)

• Coupon Application on Subscription Products
• Getting Started with Coupons

Payment Settings & Integrations (6)

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

View all 6

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

Documents & Contracts (1)

• What is Documents & Contracts?

Payment Links (2)

• Creating and Sharing Payment Links
• Text-To-Pay: Request Payment by SMS

Order, Subscriptions, and Transactions (3)

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

Funnels & Websites Category (6)

WordPress (6)

• 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

View all 6

Digital Products (3)

• How to add a product to a funnel or website
• How to set up your very own Customizable 404 Error page?
• Custom 404 Error Page Setup & Best Practices

Funnel Analytics (2)

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

Events (3)

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

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

Blog (2)

• Creating a Blog
• Managing & Migrating Blog Content

Reputation & Review Management (1)

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

Phone Category (4)

LeadConnector Phone (55)

• 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 55

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

View all 26

A2P / SMS Compliance (2)

• What is A2P 10DLC and why it matters
• A2P Campaign Rejection Codes & How to Fix Them

LeadConnector Phone (12)

• ResQEngage Messaging Policy
• Voicemail article coming soon
• Inbound Calls: IVR, AI, Routing & Call Flow Explained
• How to Reduce Inbound Spam Calls
• Choosing between using your existing phone number vs buying a new phone number

View all 12

Marketing Category (13)

Social Planner (7)

• 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

View all 7

Email Builder (4)

• How to reschedule an email campaign? (Email Builder)
• How to import HTML Email Templates/ Campaigns
• Email Sequences: Automated Follow-Ups
• Shared Snapshots Summary: Track Daily Snapshot Import Activity

Email Campaigns (27)

• Border Customization: Color, Radius, and Thickness
• Image Element in Email Builder
• Video Element in Email Builder
• Text Element in Email Builder
• How to add Products in Email Templates

View all 27

Statistics (8)

• How to Access the All-in-One Dashboard for Email Marketing
• Tag Contacts from Campaign Statistics
• Email Statistics
• Understanding ROI Conversion Metrics for Tracking Email Campaigns
• Workflow Email Actions Included in Statistics

View all 8

Templates (5)

• Whitelabel Email Template Sharing: Step-by-Step Guide
• Email Templates vs Email Campaigns
• Share Email Template across Agencies
• Importing and Editing Mailchimp Email Templates in Design Editor
• Template Library

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 (2)

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

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

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 (11)

• 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 11

Blogs (1)

• CSS Selectors Guide (Simple + Attribute Selectors)

Template Library (1)

• Template Library Marketplace Integration

Surveys, Forms, QR Codes and Quizzes (5)

WebChat Widget (13)

• 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 13

Forms (5)

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

QR Codes (2)

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

Surveys & Quizzes (3)

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

Quizzes (2)

• Quiz Builder Guide
• Individual Category Result Personalization for Personality Quizzes

Scheduling & Calendars (Bookings) (2)

Calendars (45)

• How to Connect Your Google Calendar?
• How to Connect Your Outlook Calendar?
• How to Connect Your iCloud Calendar?
• How to Connect Your Calendly Account?
• How to Connect Google Meet?

View all 45

Rentals (1)

• Blocked Slots for Rental Listings

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 (3)

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

Private Integrations (3)

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

Other Integrations (5)

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

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

Google Business Page (7)

• 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
• GMB troubleshooting guide

View all 7

Reporting & Attribution (3)

Marketing Audit Reports (1)

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

Tracking & Attribution (General) (8)

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

View all 8

Dashboards (2)

• Creating a Custom Dashboard
• Custom Reports & Scheduled Delivery

Phone/ SMS Category (1)

SMS (1)

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

WhatsApp Integration (1)

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

Lead Connector Mobile APP (1)

Get Started (4)

• Lead Connector for mobile -How to download the beta version
• How to create invoices in ResQEngage (Mobile App)
• Getting Started with the LeadConnector Mobile App
• Invoices & Payments in the 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
• LC WordPress Plugin | Fixing Cron Jobs/Crashing Issue
• WordPress Hosting: Step-by-Step Migration Guide

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 (17)

• 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
• Instagram DM - Workflow Action

View all 17

ResQEngage Email (8)

Email Delivery Troubleshooting (1)

• Email Sending Health: Maintaining Great Rates & Recovering When Things Go Wrong

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 (27)

• What is ResQEngage 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 27

SMTP (1)

• How to Add Your Own Email Service (SMTP)

Workflow (4)

Developer Resources (1)

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

Workflow AI (3)

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

Workflow core (1)

• Fathom Actions and Triggers in Workflows

Workflow Actions (6)

• 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 6

Membership and Communities (2)

Memberships (6)

• 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 6

Communities (11)

• 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 11

Contacts / SmartLists (1)

Contacts (13)

• 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 13

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 (12)

• 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 12

Client Portal Web and Mobile APP (1)

Client Portal Mobile APP (3)

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

Merge Fields & Custom Variables (1)

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

E-Commerce (2)

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?
• How to setup Facebook and Instagram Shops?
• How to Bulk Import Products

View all 14

Ecommerce (5)

• Connect Your Online Store and Sync Orders, Contacts, and Payments
• Import Multiple Products at Once Using CSV
• Complete Guide to Creating Products and Pricing Options
• How to Deliver Digital Products for E-commerce Stores?
• How to Setup Product Bundles & Upsell Offers?

Custom Objects (3)

Associations (2)

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

Getting Started with Custom Objects (6)

• Getting Started with Custom Objects
• Creating and Editing Custom Objects
• Custom Objects Guide: Organize Your CRM Data Better
• Complete Guide to Creating and Managing Custom Object Records
• Custom Object Access Guide: Features, Limitations & Upgrades

View all 6

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

Pipelines & Opportunities (1)

Opportunities (11)

• Opportunity Owners Decoupling Settings
• Import Opportunities
• Understanding Pipelines
• How to Color-Code Opportunity Pipelines (Smart Tags)
• Understanding Pipelines & Opportunities

View all 11

Prospecting Tool (4)

Prospecting Tool (11)

• How to Resell and use Prospecting Tool for Sub-Accounts
• How to send Marketing Audit Report as Email/SMS to your Prospects
• How to Customize Prospecting Report with Report Builder
• Workflow action: Generate Marketing Audit Report
• Enable Prospecting Access for Accounts: Complete Setup Guide

View all 11

Location Marketing Audit (LMA) (2)

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

Core Functionality (5)

• Complete Guide to the Prospecting Tool for Lead Generation
• Prospecting Widgets: Multi-Language Support & Localization Improvements
• How to Delete a Prospect from the Prospecting Tool
• How to Customize Your Prospect Report Layout
• Step by Step how to generate Prospects by AI

Marketing Audit Reports (2)

• Step-by-Step Guide on Customizing Audit Report Sections
• Download and Share Marketing Audit Reports as Professional PDFs

Subscription Products (1)

Purchase (1)

• How to Retry a Failed Payment for Subscription Products

External Tracking (1)

Tracking for Forms (2)

• Track External Forms with the Tracking Script
• Complete Guide to External Form & Page View Tracking

SEO (1)

SEO: Boost Your Search Rankings (3)

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

Billing (1)

Account Billing (2)

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

Company (1)

Introduction to Companies (1)

• Getting Started with Companies Feature

AI Agents (3)

AI Agents

Agent Studio (2)

• Agent Studio - Router Tool (AI & Conditional Router)
• Knowledge Base Retrieval Tester

AI Studio (5)

• 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

Voice AI (17)

• 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 17

Lead Connector Mobile & Desktop App (1)

Get Started (2)

• Download ResQEngage Desktop App for Windows & Mac
• Unified Appointment Screen in the Mobile App