Digital Toolkit - CORE CONNECT

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Website Services
About
Blog
Contact Us

Website Services
About
Blog
Contact Us

Search Engine Optimization

3

Semrush – SEO
AIOSEO – SEO
Rank Math – SEO

Marketing and Lead Gen

4

Groundhogg CRM – CRM and Marketing
FluentCRM – CRM and Email Marketing
WP Social Ninja – Social Media
Feedbird – Social Media Management

Reveal

6

How to Purchase a Reveal Plan and Get Set Up
Reveal 3 Step Setup
Setup – Step 1 Activate Reveal Pixel
Setup – Step 2 Activate the Upgraded Version of Reveal
Setup – Step 3 CRM Integration
Setup – Customizing Reveal Capture Settings

Productivity

2

Amelia – WordPress Booking
Betterlinks

Page Builders

1

Elementor – Page Builder

Referral Program

7

How to Register as an Affiliate
Affiliate Dashboard Overview
Generating Affiliate Links
Checking Visits
Tracking Referrals
Payouts
Update Your Settings

Onboarding

8

Granting CORE CONNECT Access to Your WordPress Website
How to Check if Your Dream Domain Name is Available
Add & remove owners & managers for your Google Business Profile
How to Connect Google Search Console With Google Analytics
Google Search Console vs Google Analytics: 10 Differences You Need to Know
How to Give Access to Google Search Console: Step-by-Step Guide
How to Grant CORE CONNECT Access to Your Facebook Meta Business Manager
Invite a delegate to access GoDaddy Account

Website Builders

3

Shopify – Website Builder
WordPress – Website Builder
SquareSpace – Website Builder

Getting Started

3

Custom Values
The Dialer
General CRM Overview

Custom Widgets

21

How to Add Custom Object Widget to Dashboard
How to Create a Custom Metric
How to Duplicate a Widget
Filtering Opportunity Widgets By Pipeline Stages
How to Add Attribution & UTM Parameters as Filters for Contact and Opportunity Widgets
Filtering by Attribution in Contact Custom Widgets
Lost Reason Filter for Opportunity Widgets
How to Add Appointment Widgets to the Dashboard
Task Widget
Dashboard Opportunity Date Filter
Setting Up Call Widgets on the Dashboard
Edit Widgets on the Dashboard
How to Customize a Widget
Custom Widgets FAQ
Resize Widgets
Rearrange widgets
Removing a Widget
Adding a Widget to the Dashboard
Custom Widgets Overview
Custom Widgets
How to Use Conversation Widgets on Your Dashboard

Dashboard

9

How to Add Widgets to Your Dashboard from Key Pages
How to Use Quick Filters on the Dashboard
How to Configure Your Dashboard Theme
How to Create Multiple Dashboards
Managing Custom Dashboards
Dashboard Permissions (Agency)
Dashboard Permissions
How to Set Your Default Dashboard
Dashboard Overview

Elements

6

How to Add Images to Your Dashboard
How to Add Titles to Your Dashboard
How to Add Text Boxes to Your Dashboard
How to Add the Embed Element to Your Dashboard
How to Add Elements To Your Dashboard
Elements

Introduction

1

Introduction

AI Studio

1

AI Studio

Contact Engagement Score

2

Contact Engagement Score
Contact Engagement Score

Conversations (Inbox)

33

How to Add WhatsApp Media to Documents
How to Fix Bad Call Quality
WhatsApp Voice Notes
How to Use Your Facebook Integration Within Conversations
Understanding Attachment Size Limits for SMS and Email Communications
How to CC and BBC for Email Composer
Live Chat
Response Info for Conversation AI
How to View Form Submissions in Conversations
How to Send an Internal Chat
How to View Call Status
How to Manage Bot Status for Individual Contacts
Internal Comments in Conversations
Requesting Payment in Conversations
Adding Custom Values & Trigger Links to Messages
How to Use Snippets for WhatsApp Messaging
How to Send a Group SMS
Conversations & WhatsApp
Understanding SMS Activity Metrics
Activity Cards in Conversations
How to Use Conversation Filters & Bulk Actions Overview
Do Not Disturb
Attachments Made Easy in Conversations
Contact Details
Sending Messages
Quick Filter
How to Send an Email
Finding Call Recordings In Conversations
How To Send An SMS
Conversations Overview
How to Schedule a Message in Conversations
Instagram Direct Messaging
Conversations

Conversations Analytics

2

Analytics
SLA Performance Dashboard

Conversations Settings

2

How to Create Conversation SLA’s
Conversations Settings

Manual Actions

3

Manual Actions
Manual Calls
Manual Actions

Snippets

6

Create & Use SMS Snippets
Text & Email Snippets Overview
Snippets
Add Text Snippet
Snippets
Add Email Snippet

Trigger Links

3

Trigger Links
Trigger Links
Analyze Trigger Links

Bulk Actions

19

Bulk Actions
How to Send Bulk SMS Messages
How To Delete Multiple Contacts
How To Export Multiple Contacts
How To Remove Tags From Multiple Contacts
How To Send Review Requests To Multiple Contacts
How To Add/Update Opportunities For Multiple Contacts
How To Merge Multiple Contacts
How To Import Multiple Contacts
How To Add Tags To Multiple Contacts
Bulk Actions Overview
Smart List Quick Action Buttons
Add Contact
How to Send Bulk Emails
Troubleshooting Importing Contacts
Bulk Email Verification
Company Bulk Action
WhatsApp Bulk Action
How To Add Multiple Contacts To an Automation

Calendars

7

Calendars Overview
Appointments
Calendar Settings
How to Create a Calendar
Service Calendar
Services V2
Rentals

Contact Details

21

Contact Details
How to Attach Files To A Contact Record
Contact Details – Overview
Contact Details – Information Panel
Contact Details – Messages Panel
Document Management
How to Add a Note to a Contact
How to Input Multiple Phone Numbers for a Contact
How To Add An Appointment
Understanding and Implementing Attribution
How To Cancel An Appointment
How to Apply A Manual Charge to A Contact
How to Add Multiple Email Addresses to a Contact
Efficiently Organizing Contacts with Tags
How to Add Followers to Contacts
How to Schedule an Appointment from the Contacts Tab
How to Access Form and Survey Files From Contacts
Subscriptions & Invoices in Contact Details
Managing Associations in Contact Details
How to Customize Contact Detail Page
Managing Opportunities in Contact Details

Contacts

4

Restore Overview
Importing Contacts with Shared Information
How to Manage Duplicate Contacts
How to Customize Fields for Add Contact

Coupons

4

Coupons
Creating coupons
How to Create and Use a Coupon/Promo Code in a Two-Step Order Form
Coupon Codes for Subscription Services

Documents & Contracts

25

Documents & Contracts
All Documents & Contracts
Create Document & Contract Templates and Send Them Automatically with Workflows
Settings in Documents & Contracts
How To Create an Invoice Automatically After a Document/Contract is Signed
How to Set Up Multi-Recipient Document Signing
How To Add Signatures To Documents and Contracts
Choosing The Right Currency for Documents & Contracts
How To Share Documents And Contracts Via Customized Links
Fillable Element: Initials
Recurring Products in Documents & Contracts
Adding Custom Fields For Documents and Contracts Signing
Customize Your Subject Line for Documents & Contracts
Template Sharing for Documents & Contracts
Documents & Contracts Templates
Documents & Contracts Builder
Collect Payment Directly After Document Signing
How to Create a Public Document
How to Set Up a Payment Plan in Documents & Contracts
How to Upload PDFs for Documents & Contracts
Product List in Documents & Contracts
How to Add Expiry Date for Documents & Contracts
How to Send Documents & Contracts
Document Variables
How to Collect Card Details in Documents & Contracts

Gift Cards

7

Gift Cards
How to Create a Gift Card
How to Sell Gift Cards
How to Send Gift Cards Directly
How Customers Redeem Gift Cards
How to Track Gift Card Orders
Gift Card Dashboard Overview

Invoices & Estimates

27

Invoices & Estimates
How To Create A New Invoice
Recurring Invoices
Including Payment Plans In Estimates
Customize Email and SMS Notifications for Invoicing
How to Create Invoice Templates and Automatically Send Them In a Workflow
Automatic Invoice Creation
Utilizing CC and BCC in Invoices
Invoices: Payment Plans
Schedule Reminders for Invoices
Payment Settings for Invoices & Estimates
ACH Debit Payment Method On Invoices
Set Up Fees in Recurring Invoices
How to Add Taxes to Invoices
Auto-Payment for Invoices
How to Set Up Late Fees on Invoices
Estimates Overview
How to Create an Estimate
Invoices Overview
How to Use Product Description Capability
How To Edit An Active Recurring Invoice
How to Create a Recurring Invoice
How to Edit Payment Schedules for Partially Paid Invoices
How to Use Opportunity Custom Values in Terms & Notes of Invoices & Estimates
How to Import Invoices using CSV
How to Record Manual Payment for Invoices
How to Customize an Invoice Layout

Opportunities

18

Opportunities Overview
Opportunity Settings
Pipelines
Bulk Actions
How to Create an Opportunity
How To Sort/Filter Opportunities
How to use Custom Fields for Opportunities
Lost Reason For Opportunities
Maximizing Your Sales Pipeline
How To Automate Lead Value Using Survey Submissions
List View in Opportunities
Opportunity Management
How To See Additional Information On An Opportunity Card
How to Customize Your Opportunity Cards
How to Send an Invoice or Estimate from an Opportunity
How to Book an Appointment from an Opportunity
Opportunity Forecast
How to Create an Opportunity Smart List

Orders

7

Orders
How to Sync Shopify Orders
Abandoned Checkout in Orders
How to Print Shipping Labels & Packing Slips
How to Fulfill an E-Commerce Store Order
Orders Overview
How to Import Orders

Payment Integrations

17

Payment Integrations
Stripe Integration
How To Integrate PayPal
Payment Integrations Overview
How To Integrate Network Merchants Inc. (NMI)
Using Apple Pay and Google Pay in Order Forms
How to Integrate QuickBooks
How to Integrate Razorpay
How to Integrate Square
How To Integrate Authorize.net
How to Sync Your Invoices to Wave Accounting
Manual Payment Methods Integration
How to Integrate Adyen
How to Configure Payment Provider by Channel
How to Use ACH with NMI for Payments
How to Offer Buy Now, Pay Later Options for Calendar Bookings
How to Integrate Mercado Pago

Payment Links

5

Payment Links
How to Create Product Payment Links
How to Send Payment Links to Multiple Contacts
Payment Links Overview
How to Customize Payment Links with Brand Colors

Payment Settings

8

Payment Settings
Payment Receipts
How to Add Taxes Overview
Subscription Settings
How to Send Automated Abandoned Cart Emails
Shipping & Delivery Settings
How to Add Additional Fees to Customer Payments
Payment Notifications

Products

14

Products
Creating New Products
Utilizing the “Compared At” Feature In Products
Product Collections
Inventory Management
Importing Stripe Products
Products Overview
Reviews in Products Overview
Reviews & Ratings for Products in Stores
How to Create a Digital Product
How to Create a Free Product
How to Bulk Edit Products for Stores
How to Create a Manual Collection
How to Create a Smart Collection

Smart Lists

7

Smart Lists
How To Create Smart Lists
Common Use Cases for Smart Lists
Managing Your Smart Lists
How To Edit Smart Lists
How to View and Delete Cards on File
How to Add a Contact Photo

Subscriptions

5

Subscriptions
Subscriptions
How to Create A Subscription
Cancelling vs. Pausing a Subscription
How to Modify Existing Subscriptions

Tasks

4

Tasks
Tasks Overview
How to Create a Task
How to Set Up Multi-Object Tasks

Transactions

5

Transactions
How To Manage Refunds Within The CRM
Track Membership Transactions Within Payments
Transactions Overview
How to Import Transactions

Ad Manager

27

Ad Manager
How to Create a Meta Ad Campaign in Ad Manager
How to Set a Facebook Page as Default in Ad Manager
Ad Manager Settings
How to Create Lookalike Audiences in Ad Manager
How to Create Custom Audiences in Ad Manager
Ad Manager Overview
Ad Manager Statistics Overview
How to Cancel Ad Manager Subscriptions
Audience Tab
How to Edit a Published or In-Review Ad Campaign
How to Create an Instagram Ad
How to Connect Google with Ad Manager
How to Create a New Google Search Ad Campaign
How to Create Customer List Custom Audience in Ad Manager
How to View Your Audience Summary
How to Create a Meta Sales Objective Campaign for Conversion
Image Editor in Ad Manager
How to Create a Facebook Form in Ad Manager
How to Review, Map, and Duplicate Existing Facebook Lead Forms
How to Create Instagram DM Datasets in Ad Manager
How to Connect a LinkedIn Ad Account with Ad Manager
How to Create a LinkedIn Ad Campaign in Ad Manager
How to Create a LinkedIn Lead Form
Audience Targeting for LinkedIn Campaigns in Ad Manager
Audience Segments for Google Ads in Ad Manager
How to Create Google Demand Gen Ads

Affiliate Manager

30

Affiliate Manager
Affiliate Manager Overview
Affiliates Overview
Affiliate Campaign
How to Setup Multi-Tier Commissions for your Affiliate Campaigns
How to Add a Sub-Affiliate Under an Existing Affiliate
How to Delete Affiliates
How to Create Affiliate Coupon Codes
How to Generate Affiliate Magic Links
Manually Adding Sales to an Affiliate
How to Customize Affiliate Manager Labels
How to Add an Affiliate
Lead Tracking in the Affiliate Manager
Affiliate Manager Dashboard
How to Enable Sub Affiliate Sign Ups for Affiliates
Affiliate Level Commission Settings
How to Clone an Affiliate Campaign
Setting Up an Affiliate Campaign
How to Automate Affiliate Payouts with PayPal
How to Pay Affiliates for Lead Generation Using Pay-Per-Lead
Affiliate Payouts
Affiliate Manager Settings
Affiliate Manager Media
How to Use Commission Length & Variable Commissions in Affiliate Manager
How to Manage Customers under Affiliates
How to Pay Your Affiliates
Managing Affiliates with Quick Campaign Actions
How to Use the Affiliate Portal
Affiliate Highlights
How to Import Affiliate Manager Campaigns

Brand Boards

9

Brand Boards
How to Create a Brand Board
How to Change Your Default Brand Board
How to Use Brand Boards in Emails
How to Edit Brand Boards
How to Change Your Default Brand Voice
How to Add a Brand Voice
How to Create a Brand Voice from Text or URL
Global Settings in Brand Boards

Campaigns

23

Campaigns
Email Campaigns
How To Send & Schedule Emails With Email Campaigns
A/B Test Email Campaign
How to Send RSS Email Campaign(s)
How to Batch Schedule Email Campaigns
Email Campaign Delivery Options
Product Element in Email Campaigns
Integrating Loom Videos into Email Campaigns
Individual Email Campaign Statistics
How to Resend Unopened Emails in Email Campaigns
Understanding Conversion Metrics for Email Campaigns
Email Campaign Statistics
Hide Email Elements on Mobile View
Reply Management in Email Campaigns
Click Tracking for Email Campaigns
Email Verification for Campaigns
Email Campaign Settings
How to Pause or Cancel Email Campaigns
Form Element in Email Campaigns
Workflow Campaigns
How to Automate Tagging Based on Email Campaigns
How to Build Segments in Email Campaigns

Content AI

3

Content AI
Content AI Image
Content AI Text

Conversation AI

17

Stop Bot Action in Conversation AI
Conversation AI
Conversation AI Overview & Setup
Train Your Conversation AI Bot with Google Docs
How to Add Contact Info Using the AI Bot
How to Train Your Conversation AI Bot
Primary vs Non-Primary Conversation AI Bots
Conversation AI Agents Overview
How to Trigger a Workflow within Conversation AI
Conversation AI Dashboard
Transfer Bot Action in Conversation AI
Auto Followup Action in Conversation AI
How to Create a Guided Form Bot
Human Handover Action in Conversation AI
Appointment Booking Action in Conversation AI
Conversation AI Flow Based Builder
How to Generate Conversation AI Summary & Transcript

Countdown Timers

10

Countdown Timers
Countdown Timer
How to Create a Recurring Timer
How to Create a Fixed Countdown Timer
How to Edit Your Countdown Timer
How to Sync Your Countdown Timer in Emails and Funnels
Redirection Links in Countdown Timer
How to Use Countdown Timer in Emails
How to Use Countdown Timer in Funnels
How to Create a Dynamic Timer

Email Services

3

Email Services
Connecting GoDaddy MX Records
Namecheap MX Records

Email Templates

34

Email Templates
“Manage Element” in the Email Builder
Building Emails
Video Element
Social Element
Email Templates Overview
Save Elements Feature in Email Templates
How to Import Email Templates from Active Campaign
How to Preview Custom Fields in Your Emails
How to Add GIFs to Your Emails
Image Slider in Email Builder
How to Use Google Fonts in Email Builder
Preview URL Element
Email Template Library
How To Edit Your Email Format For Mobile
Plain Text Editor in Emails
How to Import Email Templates
Spacer Element
How To Import Email Template(s) From Mailchimp
How to Share Email Templates Across Agencies
Appearance Tab
Email Layouts
RSS Header & RSS Items Elements
Shopping Cart Element
Code Element
Footer Element
Divider Element
Button Element
Image Element
Text Element
Email “Edit” Section
How to Use Conditional Elements in Email Builder
Logo Element
How to Use Email AI

Emails

11

Emails
Ways To Avoid The Spam Folder When Emailing
Creating Email Campaigns
Email Templates vs Email Campaigns
How to Import HTML Email Templates or Campaigns
Preview And Test Your Email Campaign/Templates
Creating and Utilizing Email Signatures
Setting Up Unsubscribe Links In Emails
Understanding and Managing Email Bounce Suspension
List-Unsubscribe Header
Email Builder Overview

Knowledge Base AI

3

Knowledge Base
How to Create a Knowledge Base
Knowledge Base Overview

Marketing Trigger Links

2

Trigger Links
How To Use Trigger Links in Emails

Prospecting

14

Prospecting
Prospecting Tool
How to Generate a Marketing Audit Report for a Prospect
How to Customize Your Marketing Audit Report
Virtual Business Listings in the Prospecting Tool
How to Share Marketing Audit Reports
How to Customize your Prospect Report Layout
How to Customize the Prospecting Report with Report Builder
Prospecting Tool Settings
How to Create a Prospecting Lead Widget
Prospecting Widget Overview
How to Create a Workflow for the Prospecting Widget
How to Customize Marketing Audit Report PDF
Bulk Prospecting Flow

Social Planner

55

Social Planner
Posting to Facebook
Social Planner Overview
Post Approval Flow
How To Create A New Post
Posting to LinkedIn
Connecting TikTok (Social Posting)
Posting to Twitter
Connecting LinkedIn Profile & Page (Social Posting)
Connecting Google My Business Location
Posting to Instagram
Connecting Instagram (Social Posting)
Connecting Social Accounts
Connecting Facebook Pages (Social Posting)
Resolving the “Facebook Post Failed to Publish” Error
Ideal File Size and Dimensions For Social Planner Media
Connecting Your Instagram Business Account to Your Facebook Account
Facebook Pages Not Showing
Notifications for Expired Social Accounts
Content AI in Social Planner
How to Schedule Posts in Bulk
How to Customize Your Post for Each Platform
Create Group Hashtags within the Social Planner
How to Create a Facebook Story
How To Schedule Posts Using RSS URL?
How to Mention or Tag in the Social Planner
How to post Recurring Social Posts through the Social Planner?
How to Schedule Posts for Communities
Posting Instagram Reels
How to Bulk Delete Posts in the Social Planner
How to Create Evergreen Content Buckets
Posting Instagram Stories
How to Rearrange Media for a Social Post
Failed Post Error in the Social Planner
How to Post to TikTok
Posting to Google My Business
Social Planner Settings
How to Add a Watermark to an Image in the Social Planner
How to Insert a Shortened Link in Social Planner
How to Post Your Reviews on Social Media
How Can I Publish Evergreen Content using Category Queue?
Post Pinterest Pins in Social Planner
Prerequisites for Bulk CSV Scheduling in Social Planner
Image Editor in Social Planner
Edit with Ask AI in Social Planner
Posting Facebook Reels
Facebook Publishing Troubleshooting Guide
Posting to Youtube
Connecting Bluesky (Social Posting)
How to Add Location Tagging to Social Post
Connecting Threads (Social Posting)
Social Planner Statistics
How to Manage Comments in the Social Planner
Content in Social Planner
How to Edit Category Queue

Voice AI Agents

8

Voice AI Agents
How to Set Up Voice AI Agent
Inbound Call Flow for Voice AI Calls
How to Use Appointment Booking in Voice AI
How to Test Voice AI Agents
Voice AI Agents Overview
How to Create a Custom Action for Voice AI
Voice AI Outbound Calling

Advanced Workflow Builder

5

Advanced Workflow Builder
Advanced Workflow Builder Overview
Advanced Builder Comments
Advanced Builder Notes
Advanced Builder Keyboard Shortcuts

Automation Overview

2

Overview
Workflow Overview Dashboard

Premium Action

13

Premium Action
Array Functions Premium Action
How To Use The Google Sheets Premium Workflow Action?
How To Use The Custom Webhook Action?
How To Use The Workflow Slack Premium Action?
How to Create Multiple Rows Using the Google Sheets Action?
Custom Code Action
Copy Contacts Action
How to Use Oauth2 in Custom Webhooks
AI Summarize Action
AI Intent Detection Action
AI Translate Action
AI Decision Maker Action

Premium Trigger

2

Premium Trigger
How to use the Inbound Webhook Workflow Premium Trigger?

Workflow Actions

116

Workflow Actions
Send SMS Action
Add To Affiliate Campaign Action
Update Conversation AI Bot and Status Action
Manual Action To SMS
Troubleshooting Webhooks in Automation
Remove From Affiliate Campaign Action
How to use the Date/Time Formatter Workflow Action?
Update Affiliate Action
Smart Push Notification Action
GPT Powered by OpenAI
Split Action
Record Voicemail Action
Clear Fields of Company or Associated Contact Action
Create an Associated Record Action
Add Manual Sales For An Affiliate Action
Send Email Action
Revoke Group Access Action
Update an Associated Record Action
Grant Group Access Action
Remove From Workflow Action
Goal Event Action
Text Formatter Action
Clear Fields of an Associated Record Action
Remove Opportunity Action
Add/Remove Contact Followers Action
Create Contact Action
Modify Contact Engagement Score Action
Event Start Date Action
Issue Certificate Action
WhatsApp: Send Flows Action
Create Appointment Note Action
Create Company or Associated Record Action
Send Internal Notification Action
Add Owner to Opportunity Action
Enable/Disable DND Action
End IVR Call Action
Connect Call IVR Action
Math Operation Action
Create Opportunity Action
Edit Conversation Action
Gather Input On Call Action
If/Else Action
Send Review Request Action
Find Opportunity Action
Conversation AI Action
Say or Play Message Action
Stripe One Time Charge Action
Number Formatter Action
Log External Call Action
Remove Owner from Opportunity Action
How to Copy Actions Between Workflows
Update Appointment Status
Wait Event Action
Add Follower(s) to Opportunity Action
Add Task Action
WhatsApp Interactive Messages Action
WhatsApp: Customer Service Window Check Action
Add To Google Analytics Action
Update Company or Associated Record Action
Remove Follower(s) from Opportunity Action
Go To Action
Add Leads Under an Affiliate Action
Add Associated Record to Workflow Action
Update Opportunity Action
Manual Action To Call
Facebook – Remove From Custom Audience Action
Add To Google Ads Action
Send Documents & Contracts Action
Remove Associated Record from Workflow Action
Assign To User Action
Update Contact Field Action
Webhook Action
WhatsApp Media Action
Facebook – Add To Custom Audience Action
Find Object Record / Company Action
Add To Workflow Action
Generate One-Time Booking Link Action
Meta Conversion API Action
Generate Marketing Audit Report Action
Remove Assigned User Action
WhatsApp Action
Merge Contact Action
Delete Contact Action
Eliza AI Appointment Booking Action
Add To Notes Action
Grant Private Channel Access Action
Reply In Comments Action
Course Grant Offer Action
AI Agent Action
Revoke Private Channel Access Action
Create/Update Opportunity Action
Book Appointment Action
Course Revoke Offer Action
Send Estimates Action
Send Invoice Action
Update Custom Value Action
Remove Contact Tag Action
Send Live Chat Message Action
Find Contact Action
Add Contact Tag Action
Instagram Interactive Messenger Action
Add to Affiliate Manager Action
Drip Action
Voicemail Action
Send Recurring Invoice Action
Facebook Interactive Messenger Action
Messenger
Workflow Actions
Grant Community Group Leaderboard Points Action
Instagram DM
Clear Fields of Custom Object or Associated Record Action
Call Action
Update Custom Object or Associated Record Action
Create Custom Object or Associated Record Action
Appointment Booking Conversation AI Bot Action

Workflow Settings

5

Workflow Settings
Workflow Settings
Settings in Workflow Builder
Enrollment History Tab
Execution Logs Tab

Workflow Triggers

85

Workflow Triggers
Facebook Lead Form Submitted Trigger
Estimates Trigger
Email Events Trigger
Review Received Trigger
Community Group Member Leaderboard Level Changed Trigger
Trigger Link Clicked Trigger
Appointment Status Trigger
Custom Object Created Trigger
Survey Submitted Trigger
Call Status Trigger
Custom Objects Changed Trigger
Order Submitted Trigger
Task Completed Trigger
Contact Changed Trigger
Quiz Submitted Trigger
Order Form Submission Trigger
Contact Created Trigger
Form Submitted Trigger
Prospect Generated Trigger
Contact DND Trigger
Messaging Error Trigger
Customer Replied Trigger
Contact Tag Trigger
Opportunity Created Trigger
Task Reminder Trigger
Lesson Started Trigger
Task Added Trigger
Stale Opportunities Trigger
Customer Booked Appointment Trigger
Note Changed Trigger
Opportunity Changed Trigger
Note Added Trigger
Birthday Reminder Trigger
Affiliate Created Trigger
Custom Date Reminder Trigger
New Affiliate Sales Trigger
Inbound IVR
Workflow Triggers
Lead Created Trigger
Order Fulfilled Trigger
Group Access Granted Trigger
Contact Triggers Overview
Order Placed Trigger
Group Access Revoked Trigger
TikTok Lead Form Submitted Trigger
Documents and Contracts Trigger
Lesson Completed Trigger
Video Tracking Trigger
Coupon Code Expired Trigger
Number Validation Trigger
Coupon Redemption Limit Reached Trigger
Invoice Trigger
Contact Engagement Score Trigger
Certificates Issued Trigger
Coupon Code Applied Trigger
Abandoned Checkout Trigger
Subscription & Return Triggers
Shopify Triggers
Click to WhatsApp Ads Trigger
Company Created Trigger
Payment Received Trigger
User Login Trigger
Scheduler Trigger
Page View Trigger
Pipeline Stage Changed Trigger
Affiliate Enrolled In Campaign Trigger
Call Transcript Generated Trigger
Product Started Trigger
Product Review Submitted Trigger
LinkedIn Lead Form Submitted Trigger
Coupon Code Redeemed Trigger
Opportunity Status Change Trigger
Inbound Email Trigger
Products Access Removed Trigger
Private Channel Access Granted Trigger
Product Completed Trigger
Private Channel Access Revoked Trigger
Offer Access Granted Trigger
Product Access Granted Trigger
Offer Access Removed Trigger
New Signup Trigger
Category Completed Trigger
Category Started Trigger
Courses Triggers

Workflow Troubleshooting

2

Workflow Troubleshooting
Meta Conversion API Workflow Trigger Not Working?

Workflows

75

How to Automate Your Appointment Management
How to Use Opportunity Custom Fields in the Event Start Date Action
Workflows
How to Create an SMS Campaign
App Tab in Workflows for App Marketplace
Workflows Overview
Duplicating Conditional Branches
How to Check for Errors in Workflows
A Simple Calendar Workflow
Facebook Lead Ads Automation
How to Mark Calls as Completed
Builder Tab
Notion Actions & Triggers in Workflows
How to Automate Appointment Confirmation and Reminders
Google Contacts Actions & Triggers in Workflows
Create New Workflow
How to Create Automated Annual Messages in Workflows
ClickUp Actions & Triggers in Workflows
Automating Phone Connections Between Team Members and Leads
Manually Importing Facebook Leads Into a Workflow
How to Utilize Positive Intent Triggers in Your Workflows
Workflow Loop Lockouts
Airtable Actions & Triggers in Workflows
Mastering Workflow Templates
How to Send WhatsApp Flows from Workflows
How to Use Internal Notifications When No Contact is Enrolled in Workflow
Implementing a Double Opt-In System
TikTok Direct Messaging
How to Use Automation for Lead Generation
How to Set Up an Automated Spam Filter for Facebook Messenger
TikTok Comment(s) on a Reel Trigger
How to Automate Page View Tracking
How To Notify Users When a Lead Is Added
Version History in Workflows
Setting Up Automated Payments Through Stripe Integration
How to Automate Opportunity Creation from Form Submissions
Basecamp Actions & Triggers in Workflows
Recovering Lost Sales with an Abandoned Cart Automation
How To Create User Assigned Workflows
Typeform Actions & Triggers in Workflows
How to Seamlessly Integrate Your Course and Funnel Checkout with Workflows
How to Get a Conversion List for Google Ads in Workflows
Automating WhatsApp Messaging
Asana Actions & Triggers in Workflows
How to Automate Community Management with Workflow Trigger and Actions
Automate Facebook & Instagram Comments
How to Assign Fillable Fields from Workflows
Workflow Folder Permission
How to Set Default Workflow Builder
How to Restore Deleted Workflows
How to Set Up an Automation for Live Chat
How to Allow Multiple Opportunities in Workflows
Monday.com Actions & Triggers
How to Transfer Workflows Between Sub-Accounts
OpenRouter Actions & Triggers
How to Create a Workflow with the Task Completed Trigger
How to Auto Mark Messages As Read in Automation
WhatsApp Workflow Statistics
Manus Actions & Triggers
How to Create an Automation After A Purchase is Complete
Standard Builder Keyboard Shortcuts
Workflow AI Assistant
How to Integrate Your Campaigns Into Workflows
Fathom Actions & Triggers
Workflow Notes
Power Dialer Workflow Setup & Tips
Google Forms Actions & Triggers
Smart Lists for Workflows
Understanding Automation
How to Use Find & Replace in Workflows
How to Effectively Test Your Workflows
Statistics in Automation
Understanding and Preventing Race Conditions
Apify Actions & Triggers in Workflows
How to Rearrange Actions in Your Workflow Builder

Blogs

19

Blogs
Blog Overview
How to Create a New Blog Post
How to Update SEO for Blog Post
How to Set Up an RSS Feed for Blogs
How to Create Blog Post Outline With Content AI
How To Add A Blog Post to Your Funnel/Website
How to Use Blogs For Lead Generation
Blog Builder Overview
Section Templates & Global Sections in Blogs
How to Use Custom Values for Canonical Links
Publish or Schedule Blog Post
How to Import Blogs from URL
How to Create a Blog Site
How to Add Hero or Featured Post in a Blog?
How to Edit the Blog Post Style
Blog Analytics
How to Import Blogs from CSV
How to Use Blog AI

Certificates

6

Certificates
Setting the Expiry Date on Certificates
Creating and Issuing Certificates for Course Completion
How to Add a Category Completion Certificate
How to Export Issued Certificate Data as a CSV
Creating and Issuing Badges for Course Completion

Chat Widget

13

Chat Widget
Chat Widget Overview
Creating Your Chat Widget
How to Install Your Chat Widget
Widget Tab
Messaging Tab
Chat Window Tab
How to Use the All-in-One Chat Widget
How to Collect Visitor Details Before a Live Chat Starts
Agent Tab
How to Set Up and Use the Voice AI Chat Widget
How to Create a Facebook Chat Widget
How to Create an Instagram Chat Widget

Client Portal

8

Client Portal
Setting up the Client Portal
Client Portal Dashboard
Client Portal vs Memberships
Subscription Management in the Client Portal
Client Portal Email Settings
Setting Up The Branded Mobile App
How to Add a Chat Widget to the Client Portal

Communities

32

Communities
Communities Overview
Community Badges
How to Invite Members to Your Group via Invite Link
Client Portal Notifications
Learning Tab (Courses)
How to Manage Members Inside Groups
Making Groups Private/Public in Communities
Content Management in Communities
Paid Groups
Featured Posts (Pinned Posts)
How to Invite Members to Your Group via Email
How to Use Community Tagging Feature
How to Set Up Membership Approval Questions
How to Add A Free Course in Your Community
Setting up Paid Courses in Communities
Customize Your Community Theme
How to Rearrange Channels in Communities
Private Channels in Communities
How to Use the Community Chat Feature
How to Create Community Events
How to Use the Announcement Channel in Communities
How to Change the Preferred Language in Communities
How to Pin Groups
How to Transfer Ownership of a Community Group
How to Import a Skool Community to Communities
Newsletters for Communities
Go Live in Communities
Community Group Settings
How to Disable Mandatory Profile Modal
How to Show or Hide Tabs in Communities
Community Account Settings

Courses

11

Courses
How to Create Quizzes in Your Course
How to Build a Course
How to Drip Content in Your Courses
Manage Your Course Comments
Utilizing Magic Links for Courses
Importing Courses from Kajabi
How Do I Add and Remove Users from Courses and Membership Products
How to Edit Closed Captions and Subtitles in Courses
How to Export Assessment Results
Courses Dashboard

Form / Survey Builder

29

Form / Survey Builder
How To Get a Survey or Form’s I-Frame Code?
Line and Box Style in Form and Survey Builder
How to Set Preferred Languages for Your Forms/Surveys
How To Use Sticky Contact
Signature Element
Image Element
How to Utilize Undo and Redo in Forms & Surveys
Terms and Conditions Element
File Upload Element in Forms and Surveys
How to Enable Email Notifications for Form/Survey Submissions
Setting Up Auto Responders for Forms and Surveys
Integrating Payment Into Forms
Organize Your Forms & Surveys With Folders
Products in Forms & Surveys
Automatic Time Zone Capture on Forms and Surveys
Opportunity Custom Fields in Forms & Surveys
Version History in Forms/Surveys
Date Fields in Forms/Surveys
Email Verification in Forms & Surveys
Score Element
Address Element
Manual Payments in Forms & Surveys
Other Option in Forms & Surveys
Rating Element
Advanced Tab
How to Clone Elements & Slides
How to Set Up Recurring Donations in Forms & Surveys
Text Element in Forms & Surveys

Forms

15

Forms
Form Builder Overview
How to Create a Simple Form
Form Settings Section
Styles Tab
Analyze Forms
How to Create an Event Registration Form
How to Implement ActiveProspect Consent Tracking on Your Form
Creating A Client Request Form
How to Use Conditional Logic in Forms
How to Use URL Parameters to Pre-fill Form Fields
Form Submissions
Form Elements Overview
How to Add Custom Object Fields in Forms
Button Element in Forms

Funnel / Website Builder

76

Funnel / Website Builder
Content AI in Funnels and Websites
Progress Bar
How to Add a Popup on Your Funnel/Website
Columns
How to Create a Footer on a Landing Page
1-Step Order Form
Rows
Utilizing Box & Text Shadows in Sites
Order Confirmation
Block Editor in Funnels & Sites
Sections
Text Element
Manage Settings
Image Feature
Prebuilt Elements in Funnels/Websites
Prebuilt Section Templates in Funnels & Websites
Funnel Builder Overview & Settings
How to Use Brand Boards in Funnels & Websites
2-Step Order Form
Elements
How to Edit an Image for Mobile View
Survey
Headline
Photo Gallery
Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
Social Share Element
Paragraph
Automating Copyright Year Update Using Custom Values
What is the Difference between the Saved Section Types?
How to Add Hyperlinks to Your Funnels & Websites
How to Use Global Sections
Sub-Headline
Understanding Local vs. Organic SEO
How to Use Universal Sections
How to Add Items To A Dropdown Within The Navigation Menu
Bullet List
Logo Showcase
Advanced Site Safety: Security Headers
Blog Post
Number Counter Widget
How to Implement Picture-in-Picture Mode in Funnels
Form
Cookie Consent in Funnel/Website Builder
Rich Text
Button
How To Set Canonical Links for Your Website or Funnel
Testimonial Element
How to Add the Review Widget on Your Website or Funnel
Video
How to Use Custom Fonts in Funnels & Websites
How to Embed a Google Calendar on Your Website
Image
How to Embed a Form into Your Website
Pricing Table
How to Add a Facebook Meta Tag for Domain Verification
FAQ
QR Code Element
How to Add A Meta Tag for Google Search Console Domain Verification
Code
How to Use Ask AI in Funnel & Website Builder
Universal Elements in Funnels & Websites
How to Create a Page for Your Lead Magnet
Calendar
How to Create Engaging Pricing Columns in Your Funnel
Keyboard Shortcuts in Page Builder
Map
How to Prevent Search Engines from Indexing Your Website or Funnel Pages
How to Add a Schema Markup in Sites
SVG
Implementing Terms and Conditions in Order Forms
Image Slider
Countdown
Minute Timer
Day Timer
Navigation Menu

Funnels

25

Funnels
Steps Tab – Funnels
How to Build an Ebook Funnel
How to Add an Order Bump to a Funnel
How To Clone and Share Funnels
How to Update Your Funnel URL Paths
Enhancing Your Funnel Pages with Personalization
How to Create an Email Unsubscribe Page
How to Redirect Leads to a Thank You Page
How to Track Video Engagement
How to Create a Product and Add It to Your Funnel
How to Change Fonts in Your Funnel
How to Utilize Video Backgrounds in Website or Funnel
How to Add Facebook Pixel to Funnels for Enhanced Tracking and Analytics
Troubleshooting Upsell Products in Your Funnel
Common Funnel Ideas
Funnels Overview
Settings Tab – Funnels
Sales Tab – Funnels
Stats Tab – Funnels
Funnel Paths
How to Import a Funnel From ClickFunnels?
How to Use Funnel Agent in Ask AI
How to Add an Upsell Product in Funnel Forms
Events Tab – Funnels

GoKollab Marketplace

4

GoKollab Marketplace
GoKollab Marketplace
How to Integrate Stripe with GoKollab
How to List a Course on GoKollab Marketplace?

Memberships

8

Memberships
Memberships Overview
Membership Settings
Membership Analytics
Membership Offers
Membership Products
How to Change Passwords for Membership Users
How to Send Custom Welcome Emails for Membership Login Credentials

QR Codes

5

QR Codes
How to Create and Download a QR Code
QR Codes Overview
How to Create QR Codes in Bulk
How to Generate a Business Card QR Code

Quizzes

9

Quizzes
Quiz Builder
How to Customize Your Quiz Result Template
How to Embed a Quiz on Your Funnel
Quizzes Overview
Quiz Submissions
How to Map Quiz Results to Custom Fields
Quiz Settings
Quiz Notifications

Sites

1

Analytics Dashboard

Stores

26

Stores
How To Set Up An E-commerce Store
Stores Overview
Product List Element
Collections List Element
How to Accept Manual Payments in your Stores
Buy Now Button
Search Bar Element
How to Import Products for your E-Commerce Store
How to Deliver Digital Products in Stores
Customer Access Center for Stores
How to Use Upsell Element in Stores
Featured Products Element
Checkout Element
Products Tab – Stores
Sales Tab – Stores
Security Tab – Stores
Events Tab – Stores
Stats Tab – Stores
Settings Tab – Stores
Pages Tab – Stores
Navigation Menu in Stores
How to Set Up Wishlisting for Stores
Thank You Page Element
How to Create a Custom Product Details Page for Stores
How to Receive Notifications for Store Order Placement

Surveys

11

Surveys
Survey Builder Tab Overview
Survey Submissions
How To Create A Simple Survey
Styles Tab (Surveys)
Add Elements Tab
Survey Settings Section
Analyze Surveys
Customizing Survey Footer in Survey Builder
Conditional Logic in Surveys
How to Enable a Mobile Progress Bar for Surveys & Quizzes

Webinars

4

Webinars
Webinars Overview
How to Create an On-Demand Webinar Funnel
How to Create a Live Webinar Funnel

Websites

11

Websites
Websites Overview
Settings Tab – Websites
Sales Tab – Websites
Stats Tab – Websites
Pages Tab – Websites
Creating and Managing Custom Websites
Benefits of the Buy Now Pay Later Feature
How to Add Products to Websites
How To Authorize Card Payments In Websites
Events Tab – Websites

WordPress

10

WordPress
How to Clone a WordPress Site
WordPress Logs
Manual Backup & Restore for WordPress Hosting
WordPress Hosting Management
Website Templates for WordPress
How to Integrate Your Account with WordPress
Manage Website for WordPress Overview
How to Troubleshoot a WordPress Site
Generate New AI Page in WordPress

Academy Calendars

5

Calendars
Sync Integrations
Create Calendar
Create Your Branded Booking Page
Configure Your Appointment Automation

Academy Email Messaging

4

Email Messaging
Dedicated Email Domain
Utilizing CC & BCC in Emails
Send An Email Blast To Your Contact List

Academy Funnels & Websites

6

Funnels & Websites
Creating A Funnel
Creating A Website
Designing Beautiful Landing Pages & Websites
2 Way SMS Chat Widget
Using A Branded Templates For Design

Academy Onboarding

10

Onboarding
Dedicated Email Domain
Webchat Widget
How To Import & Manage Contacts
Complete Business Profile
Connect Integrations
My Profile
A2P 10DLC Registration
Buy A Phone Number
Add A Domain or Subdomain

Academy Payments & Purchases

2

Payments & Purchases
Create An Invoice

Academy Workflow Automation

7

Workflow Automation
Trigger Links For Tracking Clicks
Using Pre-Built Workflow Recipes
Configuring Workflow Settings
Understanding Workflow Triggers
Customizing Workflow Actions
Keyword SMS Marketing Automation

Agency

4

Agency Dashboard
What Happens to Your Data When You Cancel Your Subscription
How to Set Up Your Whitelabel Mobile App
How to Customize Whitelabel Desktop App

Agency Settings

34

Agency Settings
How to Create Custom Menu Links
How Do I Find My Agency’s Relationship Number?
How to Setup your Whitelabel Domain
How to Brand System-Generated Links (API Domain)
How to Check SMS/MMS Logs and Troubleshoot in Twilio
Email Services Settings
Customizing CRM Login Page
Set Up Your WhatsApp Integration
API Keys
How To Add Employees To Your Agency
Understanding HIPAA Compliance
White Label Domain vs API Domain Differences And Uses
Team Management for Agencies
How to Change the Language of the Platform
Domain Purchasing & Rebilling
Wallet Sales Tax Transactions
How to Rearrange Custom Menu Links
AI Employee
How to Configure Automatic Logout After Extended Inactivity
How to Set Up Agency Wallet Notifications
Phone Integration Settings
How to Customize System Emails
WhatsApp Pricing and Billing
How to Buy a Dedicated IP Address
How to Set Up Reverse DNS
How to Enable or Disable Sub-Account Transfers/Eject Permissions
How to Enable Google Login for Users
Uberall Listings Integration
Announcements
How to Map Agent for Ask AI Configuration
Agency Company Settings
Announcements Overview
How to Create an Announcement

Agent Reporting

9

Agent Reporting
Agent Reporting – Overview
Agent Conversions Reporting
SMS Reporting
Email Reporting
Agent Leaderboard
Agent Call Metrics
Agent Efficiency
Opportunities Reporting

App Marketplace

9

App Marketplace
Utilizing the App Marketplace
Managing App Permissions for App Marketplace
How to Sell Snapshots on App Marketplace
Web Widgets on App Marketplace
How to Sell Conversation AI and Voice AI Templates on the Marketplace
How to Set Up Usage-Based Billing in App Marketplace
How to Bulk Markup Reselling Price in App Marketplace
Marketplace Earnings Dashboard

Attribution Report

3

Attribution Report
Attribution Report – Overview
Conversion Report

Audit Logs

3

Audit Logs
Understanding Audit Logs
How to Restore a Deleted Pipeline

Audit Reports

3

Audit Reports
How to Generate a Local Marketing Audit
How to Compare Reports

Business Profile

8

Business Profile
Business Profile
Steps to Change the Default Currency
How to Validate SMS Phone Numbers
Managing Alternate Timezone Settings
Setting Up Branded Domains
Email & SMS Compliance
Duplicate Opportunity Management

Call Reporting

4

Call Reporting
Call Reporting Overview
How to Access and Utilize Call Recordings
Advanced Call Reporting Filters

Custom Reports

2

Custom Reports
How to Create a Custom Report

Domains & URL Redirects

12

Domains & URL Redirects
Setting Up Root Domains
URL Redirects Overview
Setting Up Sub-Domains
Creating a Subdomain in NameCheap
Set up a Customized 404 Error Page
How to Add Mailgun Records to Namecheap
XML Sitemaps
How to Manage Domains
How to Purchase a Domain
How to Complete a Domain Transfer-In
How to Transfer Out a Domain

External Tracking

2

External Tracking
External Tracking

LC Email

5

LC Email
LC email Overview
How To Enable And Rebill LC Email Validation
How to Migrate My Agency Over to LC – Email
Understanding SMTP Integration

LC Phone

3

LC Phone
LC – Phone Pricing Structure
LC – Phone Messaging Policy

Manage Scoring

2

Manage Scoring
Contact Engagement Score

Media & Social Posting

4

Media & Social Posting
Media Library
Scheduling Social Media Posts
Content & Image AI

Media Storage

10

Media Storage Overview
Creating AI Images
Managing Media Files and Folders
Supported Media Types
Pixabay
How to Upload Font Files in Media Storage
Unsplash
Backgrounds
How to Integrate Google Drive in Media Storage
Canva Integration in Media Storage

Mobile App

39

How to Use Business Card Scanner in the Mobile App
Service Calendars in the Mobile App
Edit Email Snippets in the Mobile App
Conversations in the Mobile App
Create Products on the Mobile App
Taxes & Discounts for Sales on the Mobile App
View Invoices & Receipts on the Mobile App
Record Payments for Invoices on the Mobile App
Accepting Payments for Service Appointments in the Mobile App
WhatsApp Voice Notes on the Mobile App
Estimates on the Mobile App
POS System for Mobile Payments on iPads & Tablets
Documents & Contracts on the Mobile App
How to Change Your Password and Enable 2FA on the Mobile App
Social Planner on the Mobile App
Estimate Direct Payments on the Mobile App
How to Download Estimates on the Mobile App
Contacts on the Mobile App
How to Receive In-Person Signatures on the Mobile App
Media Library in the Mobile App
How to Manage Conversation AI on the Mobile App
Calendars in the Mobile App
How to Schedule an Appointment on the Mobile App
How to Perform an Inbound Call Transfer on the Mobile App
Documents and Files in Contacts on the Mobile App
How to Use Tap to Pay on the Mobile App
Phone on the Mobile App
How to View POS Transactions in the Mobile App
Call Scripts in the Mobile App
Opportunities on the Mobile App
Automatic Taxes for Invoices on the Mobile App
Local Presence Dialing on the Mobile App
Recurring Appointments in Calendars on the Mobile App
Multi-Location Incoming Calls on the Mobile App
Services V2 on Mobile App
Custom Call Dispositions on the Mobile App
Attachments in Invoices & Estimates on the Mobile App
How to Manage Cards on File for Contacts on the Mobile App
How to Use Ask AI on the Mobile App

My Profile

5

My Profile
Settings: My Profile
User Notifications
Gmail 2-way Sync
How to Set Up Daily Summary Reminders

My Staff

5

My Staff
Settings: Team Management
Integrating Google Meet for Virtual Appointments
How to Reset Your Password Through My Profile & My Staff
Showing Only Assigned Data in Dashboards

Objects

14

Objects
Audit Logs for Custom Objects
How to Bulk Import Custom Objects
How to Create an Object
Custom Object Notes
Objects Overview
How to Set Up Contact-to-Contact Association
Company Settings
How to Create a Smart List for Custom Objects
How to Rename Standard Objects
How to Set Up Custom Object & Opportunity Associations
How to Set Up Company Associations with Custom Objects & Opportunities
How to Set Up Company Associations with Custom Objects & Opportunities
How to Create an Object Using Templates

Phone System

35

Phone System
How to Configure Your Phone Number
Settings: Phone Numbers
How To Enable Call Recording
How to Set Up Auto Delete for Call Recordings
Application-to-Person (A2P)
How to Block Spam Calls & Identify Unknown Callers
How to Set Up Automated Missed Call Text Back
How to Configure Messaging Limits
Business Insights Through Call Recording and Tracking Setup
Messaging Ramp Progress Card
Call Tracking Setup
How to Transfer an Incoming Call
Call Loops and How to Troubleshoot Them
How to Appeal a Phone Suspension
How to Enable Multiple Users to Receive Inbound Calls
How to Create a Call Script
How to Perform a Warm Call Transfer
Messaging Policies For Canadian 10DLC Numbers
How to Set Up and Use Verified Caller ID
How to Purchase a Phone Number with Required Address and Bundles Verification
How to Set Up a VoIP Deskphone
Troubleshooting A2P Registration Failures
Identity Verification for Phone Number Purchases
Understanding and Configuring Call Routing
Voice Calls Settings
Toll Free Numbers
Why Doesn’t My Business Name Display after CNAM Registration?
Managing and Deleting Twilio Numbers
What You Need to Know About Texas Mini-TCPA Law
Messaging Analytics
How to Use Call Dispositions
How to Enable Call Transcriptions
How to Make Outbound Calls Using an Existing Phone Number
Restriction History

Preference Management Hub

2

Preference Management Hub
Preference Management Hub

Private Integrations

2

Private Integrations
How to Create a Private Integration

Prospecting Tool

10

Prospecting Tool
How to Generate a Marketing Audit Report for a Prospect
How to Customize Your Audit Report
TechnoStack Analysis
Prospecting Tool Analytics Dashboard
Prospecting Tool
Virtual Business Listings in the Prospecting Tool
How to Embed the Prospecting Tool Widget on your Website
How to Enable the Prospecting Tool for Sub-Accounts
How to Cancel your Prospecting Tool Subscription

Quick Start

10

Quick Start
Send An Email Blast To Your Contact List
Send An SMS Blast To Your Contact List
Keyword SMS Marketing Automation
Conversation Management
Forms & Pop Ups
Reviews & Reputation Management
Google My Business Chat
Manage Listings With Yext
Mobile App

Reporting

3

Appointment Report – Overview
Facebook Ads Reporting
Google Ads Reporting

Reputation

12

Reputation Tab Overview
Requests
Reviews
Review Widget Customization
Reputation Settings
How to Create a Review QR Code
Listings
How to Customize Recurring Email Templates for Review Requests
How to Set Up Reviews AI Agent
GBP Optimization
Video Testimonials
How to Add Reviews Manually

SaaS

23

SaaS
Attach SaaS Subscription Plan to an Existing Client/Sub-Account
How to Enable/Disable Specific Features for a Specific SaaS Account
How To Upgrade/Downgrade SaaS Plan For A Sub-Account
How to Connect Stripe to your Agency Dashboard
How To Configure The Contacts Limit For SaaS Sub-Accounts
How Do I View My Agency’s Spending On LC Communications?
How To Customize The Onboarding Email That Is Sent To New Sub-Account Users
Configuring User Limits for SaaS Sub-Accounts
How To Sell Listing Add-Ons As Part Of A SaaS Offer
SaaS Mode – Full Setup Guide + FAQ
SaaS Configurator Advanced Settings
How to add SaaS Products to a Checkout Page?
SaaS Wallet & Complimentary Credits
Setting Up Rebilling for SaaS Plans
How To Cancel SaaS Sub-Account For Your Client
How to Activate and Access Content AI
How To Use and Rebill Auto-Complete Address
SaaS Plan Add-Ons
How to Customize the Cancellation Flow for SaaS Clients
Understanding SaaS Plan Categories
How to Resell Marketplace Apps with SaaS Plans
How to Import Stripe Products in SaaS Configurator

Settings Custom Fields

4

Custom Fields
How To Add A Custom Field
Custom Fields Overview
How to Configure Searchable Fields for Objects

Settings Custom Values

3

Custom Values
How To Use Custom Values
Custom Values Overview

Settings Email Services

19

Email Services
Risk Assessment
Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements in 2024
Connecting “Other” SMTP Email Services
Securing Email Links with SSL Certificates
Connecting SendGrid to Email Services
Setting Up a Default Header for Dedicated Email Domain
Connecting Mailgun
Cloudflare MX Records
Connecting Google Email Services
SMTP Troubleshooting
How to Turn On/Off Email Tracking
How to Add Multiple Domains in Email Services
How to Create SMTP Credentials
Email Bounce Classification
Google Postmaster Tool
Microsoft SNDS Tool
Fixed-Stage Email Domain Warmup
Domain Configuration Overview

Settings Integrations

28

Integrations
How to Integrate Zapier
How to Connect Shippo Integration
Settings: Integrations
Connecting Facebook & Instagram
How to Integrate WhatsApp
Setting Up Shopify Integration
How to Connect WooCommerce for Stores
TikTok Ads Account Integration
How to Integrate Google
How to Sync Products to your Facebook Shop
Microsoft Outlook
Troubleshooting and Re-authenticating Across Multiple Facebook Pages
Mapping Facebook Form Fields
How to Set Up ShipStation Integration
Google My Business
How to Integrate Xero
How to Integrate Facebook Pixel with Your Tools
How to Connect Notion
LinkedIn Integration
How to Connect Google Contacts
Facebook Integration and Lead Management
Troubleshooting Facebook Lead Ads Integration
How to Connect Airtable
Verifying Synchronization Between Google Calendar and CRM
How to Connect ClickUp
How to Integrate Printify for Stores
Google Ads Integration

SMS & Phone Numbers

7

SMS & Phone Numbers
Call Tracking & Recording
A2P 10DLC Registration
Buy A Phone Number
Send An SMS Blast To Your Contact List
Auto Follow Up For Missed Calls
Text 2 Pay Invoicing

Snapshots

14

Snapshots
How to Load a Snapshot
How to Load a Snapshot with Ad Campaigns
How to Load a Snapshot with Dashboards
How to Load a Snapshot with Blogs
How to Load a Snapshot with WhatsApp Templates
Editing and Deleting Snapshots
How to Load a Snapshot for Voice AI
How to Load a Snapshot for Conversation AI
How to Create a Snapshot
How to Load a Snapshot with Custom Objects
How to Edit Snapshot Notification Preferences
How to Load a Snapshot with Custom Reports
How to Load a Snapshot with Chat Widgets

Sub-Accounts

31

Sub-Accounts
How to Change Rebilling Settings For a Specific Sub-Account
Updating the Sending Limit for a Sub-Account
Sub-Accounts Overview
How to Pause/Resume Sub-Accounts
How To “Login As” A User
How to Enable and Use Reviews AI
How to Copy Contacts Between Sub-Accounts
How to Deploy WhatsApp Integration Without Using Stripe
How to Create and Manage Your Sub-Accounts
How to Share Funnels and Websites Across Sub-Accounts
How To Delete A Sub-Account From Agency Dashboard
Updating Twilio Credentials For A Sub-Account
How to Set Up Twilio Rebilling
Guide to Onboarding Your Clients
How to Retrieve a Deleted Phone Number
How to Transfer & Receive a Sub-Account
How to Enable Bulk Re-Billing on LC Premium Triggers & Actions
How to Re-sell the Branded Client Portal App
How to Resell Ad Manager
Lift Restriction Capability for Agencies
How to Enable and Use Funnel AI
How to Enable and Rebill Workflow AI
How to Resell WordPress
How to Resell SEO
How to Bulk Transfer Sub-Accounts
How to Use the Contact Summary Agent in Ask AI
Ask AI Overview
Agency Rolled-up Reporting
How to Configure Rebilling in Bulk
Sub-accounts Report Scheduler

Tags

2

Tags
Tags

Template Library

8

Template Library
How to Hide All Future GHL Templates
How to Customize Sub-Account View of Template Library
Navigating the Template Library
Cloning a Template
Create a Template in the Template Library
How to Manage Categories, Types, and Tags in the Template Library
How to Hide the Template Library for a Sub-Account

Trust Center

5

Trust Center
A2P Brand and Campaign Registration
A2P – Completing the Business Profile
Understanding Call Marking and How to Avoid It (LC Phone)
Trust Center Overview

Welcome

2

Welcome
Welcome & Instructions

WhatsApp

13

WhatsApp
WhatsApp Business Profile Management
Using WhatsApp Media Templates
How to Create a WhatsApp Template
WhatsApp Template Analytics
Appointment Booking WhatsApp Flow
How to Link your WhatsApp Business Account to a Facebook Page
How to Convert WhatsApp Template to a Utility Template
How to Cancel WhatsApp Subscription
WhatsApp Messaging Limits & Message Links
WhatsApp Coexistence
How to Add a Countdown Timer in WhatsApp Templates
MM Lite for WhatsApp

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