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Knowledge Base
  • 📌Start Here
    • 👋Welcome To Our Knowledge Base
  • 📚Software Guide
    • General Articles
      • How To Customize Membership Settings
      • How To Use The Our Software Dashboard
      • List of Custom Values
      • Stripe Integration For Calendars
    • Settings
      • Account-Wide File Management
      • Business Profile Creation Flow (Trust Center)
      • Call Tracking and Missed Call Text Back for Google My Business
      • GDPR Compliance Information
      • GDPR Compliance Setup
      • How To Add a 3rd Party Email/SMTP Account
      • How to Change the Currency Type
      • How to Edit User Information and Permissions
      • How To Include Email Signatures On All Outgoing Messages
      • How To Reset Your Password
      • How To Turn On/Off Alternate Timezones
      • How to Use Audit Logs
      • How To Use The Universal Search Feature
      • Notification Preferences
      • Our Software Email Bounce Suspension
      • Our Software Email: How to Set Up a Dedicated Sending Domain
      • Our Software Email: SSL Certificate for Dedicated Sending Domain
      • Our software Email Validation
      • Our Software Phone Regulatory Bundle
      • Our Software Phone SHAKEN/STIR
      • Our Software Phone Verified Caller ID
      • SendInBlue Setup
      • Setting Time Zones
      • Settings: Business Profile
      • Settings: Business Profile
      • Settings: Company Billing Overview
      • Settings: Custom Fields
      • Settings: Custom Values
      • Settings: Domains
      • Settings: Email Services
      • Settings: Integrations
      • Settings: Media
      • Settings: My Staff
      • Settings Overview
      • Settings: Phone Numbers
      • Settings: Pipelines
      • Settings: Reputation Management
      • Settings: Tags
      • Settings: URL Redirects
      • Supported Media Types
      • Template Library
      • Understanding Domains
      • Understanding Time Zones
      • Unsubscribe Link
    • Blogs
      • Blogging 101
      • Custom Fonts in Blogs
      • How To Add A Category in Blogs
      • How to Create a Blog Post
      • How to Set Up an RSS Feed for Blogs
      • How To Update Your SEO for Blog Posting
    • Calendar
      • Appointment Booking Process
      • Calendar Color Codes
      • Calendar Setup 101
      • Calendar Sync Options
      • Class Booking in Calendars
      • Google Meet Calendar Integration
      • How to Add a Logo to Your Calendar
      • How to Add Facebook Pixel to Survey, Forms & Calendars
      • How To Block Off Time In A Calendar
      • How to Copy or Duplicate a Calendar
      • How to Create and Edit Calendars
      • How to Deactivate and Activate Calendars
      • How to Disable and Enable Calendar Services
      • How to Integrate Your Outlook Calendar Using Calendar Bridge
      • How to Override Calendar Availability
      • How To Update Cancellation and Reschedule Links For Your Calendar
      • How to Utilize the Calendar
      • Outlook Calendar Integration
      • Recurring Appointments
      • Settings: Calendars
      • What To Do If You Get The Google Calendar Writer Access Error
    • Contacts
      • Bulk Action Delivery Options
      • Bulk Actions - Add or Remove Tags
      • Bulk Actions - Deleting Contacts
      • Bulk Actions - Email
      • Bulk Actions - Import and Export Contacts
      • Bulk Actions - Merge Duplicate Contacts
      • Bulk Actions - Pipeline Change
      • Bulk Actions - Sending Review Requests
      • Bulk Actions - SMS
      • Business Fields
      • Contact Company Overview
      • Contacts Overview
      • Editing Pending and Processing Bulk Actions
      • How The Sticky Contact Feature Works
      • How To Add a Tag to New Contact List Import
      • How to Allow or Prevent Duplicate Contacts
      • How To Create and Edit Smart Lists
      • How To Create and Use SMS And Email Templates
      • How To Import Contacts
      • How to Navigate Contact Records
      • How to Restore Deleted Contacts
      • Managing Your Tasks Tab
      • Using the Bulk Action Features
    • Conversations
      • Checking Conversation Message Details
      • Conversations Overview
      • How to Schedule Emails and SMS
      • Using Filters and Bulk Actions in Conversations
    • Email & SMTP
      • 2-way Email Sync for Outlook
      • "Add This Event To Your Calendar” Custom Values
      • Best Practices To Prevent Your Emails from Ending up in Spam
      • Checking Email Statistics
      • Content AI in the Email Builder
      • Custom Reply Address
      • Email Deliverability 101
      • Email Statistics
      • Forwarding Address and BCC in Email Setup
      • Gmail 2-Way Email Sync
      • How to Connect SendGrid as your SMTP Service
      • How to Create or Edit Your Email Signature
      • How To Differentiate Between Basic and Custom for
      • How To Hide Email Elements In The Mobile View Of Your Email Builder
      • How To Use RSS Feeds in the Email Builder
      • How to Use the Design Editor for Email Templates
      • How To Use the Email Builder
      • Integrating Gmail for Email Service
      • List Unsubscribe Headers
      • Masking Sender Emails From Name and Address
      • Masking the Sender's Name and Email Address in our software Emails
      • Our software Email Authentication - DMARC
      • Our software Email Unsubscribe Link
      • Split Testing in Email Campaigns
      • Test Email Error Troubleshooting
      • Trigger Links in Email Builder
      • Using Custom Fonts in the Email Builder
      • Using Mobile Formatting in the Email Builder
      • What To Do If Your RSS Email Body Is Showing HTML Tags
    • Forms
      • How To Add a Bump Offer in Order Forms
      • How to Add or Remove Logos for Forms
      • How To Build, Edit And Utilize Surveys
      • How To Build, Edit, And Utilize Forms
      • How To Customize a Form Or Survey
      • How To Locate Survey and Form Answers
      • How to Look Up Form Attribution
      • How To Submit Mock Data for Forms and Surveys
      • How To Use File Upload Custom Field in Forms and Surveys
      • Pop-up Forms
      • Signature Custom Field in Forms and Surveys
      • Understanding Automatic Country Detection in Forms
      • Understanding the Difference Between One-Step and Two-Step Order Forms
      • Understanding the Difference Between "Submitted" and "Purchased" in Order Forms
      • Viewing Chat Widget Submissions
    • Integration & Widget
      • Google Analytics 4 Setup
      • How to Import Products From Stripe
      • How To Integrate A Stripe Account
      • How to Integrate and Use Paypal
      • How To Integrate Your Facebook Account
      • How to Update Facebook Page Selection & Permissions
      • Instagram Direct Messaging Integration
      • Integrating with Google and Google Calendars
      • Local Services Ad - Reserve with Google Integration
      • Local Services Ads With Google
      • Mapping Facebook Form Fields
      • Quickbooks Integration
      • Shopify Integration
      • TikTok Integration
      • WordPress Hosting
      • WordPress Plugin for Chat Widget
      • Zoom Integration
    • Mailgun
      • How to Change Unsubscribe Settings in Mailgun
      • Mailgun Setup - Overview
      • Mailgun Setup Using GoDaddy
      • Setting up Mailgun in Cloudflare
      • Setting Up Replies in Mailgun
    • Memberships
      • Creating and Customizing The Membership App
      • How To Add a Chat Widget to Your Membership Section
      • How To Add A Customer to Your Membership Area, Course, or Offer
      • How to Build and Edit an Offer in Memberships
      • How To Create A Membership One-Click Upsell
      • How to Create and Edit Categories in Memberships
      • How to Create and Edit Posts in Memberships
      • How To Customize The Membership Welcome Email Using Membership Settings or Workflows
      • How to Manually Grant Access to Memberships
      • How To Setup Drip Content for Subcategories in Memberships
      • How To Use Membership Themes
      • Magic Links for Memberships
      • Managing Comments In Your Membership Section
      • Membership Assessments
      • Membership Products and Offers Overview
      • Membership Settings: Site Details
      • Resending Membership Credentials
      • Workflow Action: Membership Grant Offer
    • Mobile App
      • Mobile App Troubleshooting for LeadConnector
      • Navigating Through The LeadConnector Mobile App
      • Using The LeadConnector Mobile App: Calendar and Appointments
      • Using The LeadConnector Mobile App: Contacts
      • Using The LeadConnector Mobile App: Conversations
      • Using The LeadConnector Mobile App: Invoicing
      • Using The LeadConnector Mobile App: Reputation and Reviews
    • Opportunities
      • How To Add A Contact To Multiple Opportunities
      • How to Create and Edit Pipelines
      • How to End an Opportunity
      • Opportunities Overview
    • Payments
      • Affiliate Manager - Importing Contacts
      • Affiliate Manager Overview
      • Affiliate Manager Part 1 - How to Set Up Your Affiliate Funnel with Products
      • Affiliate Manager Part 2 - How to Add or Upload Affiliates
      • Affiliate Manager Part 3 - How to Set Up Your First Affiliate Manager Campaign
      • Affiliate Manager Part 4 - How to Manage Affiliate Payouts
      • Authorize.net Integration
      • Auto Payments in Recurring Templates
      • Available Testing Cards for Payment Integrations
      • Creating Recurring Invoices
      • Default Gateways for Payment Integrations
      • How To Create An Invoice
      • How To Customize The Tax Settings in Your Payments Section
      • How To Download a PDF of an Invoice
      • How to Test Payments in a Funnel or Website
      • How To Use The Orders Tab in Your Payments Section
      • How To Use The Payments Tab
      • How To Use The Transactions Tab in Your Payments Section
      • In Depth Look at Coupons
      • Customize Email and SMS Notifications for Invoicing
      • Network Merchants Inc. Integration
      • Subscriptions Tab in Your Payments Section Overview
      • Switching from FirstPromoter to Affiliate Manager
    • Phone
      • A2P 10DLC Best Practices
      • Call Tracking
      • How Inbound Call Routing Works
      • How To Convert Voicemail Drop Files into MP3 or WAV
      • How To Get an Outbound Phone Number
      • How To Increase Message Deliverability
      • How To Record Calls And Listen To Recordings
      • How to Use SMS and Phone Number Validation
      • How To Use Text 2 Pay
      • How to Use the Dialer Feature for One-Time Outbound Calls
      • Inbound Call Routing to LeadConnector
      • Inbound Call Routing to the Mobile App
      • Missed Call Text Back
      • Phone Messaging Policy
      • Options within the Dialer
      • Phone Number Settings Explained
      • Setting Up a Voicemail Drop and Voicemail Drop FAQs
      • Using the Voicemail Feature
      • Whisper Message
    • Reporting
      • Agent Reporting
      • Appointment Reporting
      • Attribution Report
      • Call Reporting
      • Facebook Ads Reporting
      • Google Ads Reporting
      • How To Navigate and Use Reporting Dashboard
      • How To Use The Dashboard
    • Reputation Management & Reviews
      • How to Add Messaging to Your Google My Business Listing and Set Up Communication Notifications
      • How To Set Up Our Software To Capture Reviews
      • How to Use Yext
    • Social Media
      • Bulk Scheduling Posts for the Social Planner Using a CSV
      • Connecting Your Instagram Business Account to the Social Planner Social Media Tool
      • Creating Posts in the Social Planner Social Media Tool
      • How To Connect LinkedIn for the Social Planner
      • How to Connect to Your Facebook Group for Use in the Social Planner
      • How to Connect to Your Facebook Page for Use in the Social Planner
      • How to Connect to Your Google My Business Page for Use in the Social Planner
      • How To Connect Your Twitter Account for the Social Planner
      • How to Create and Utilize the Group Hashtag Feature
      • How To Create Groups of Social Media Accounts
      • How To Post as a Page on Facebook Groups
      • How To Verify Your Domain With Facebook
      • Optimal Image and Video File Sizes and Dimensions for the Social Planner
      • Post Approval in the Social Planner
      • Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
      • Viewing Failed Post Error Messages in the Social Planner
      • What's a Follow-Up Comment and How To Use it in the Social Planner
      • Using the Social Planner Social Media Tool
    • Troubleshooting
      • How to Clear your Browser Cache
      • How to Fix Your SMS Settings if You Failed to Send SMS
      • How to Send a Test Email and SMS
      • How To Troubleshoot When Your Call Event Is Not Working In A Campaign
      • Lead Ad Debugging for Facebook
      • Loop Lockouts in Workflows
      • Order Form Fingerprint is Missing Error
      • Troubleshooting Audio Issues
      • Troubleshooting Domains
      • What To Do If A Page Won't Load
    • Webhooks
      • How To Use Webhooks in Triggers To Integrate With Other Applications
    • WordPress
      • Funnels on WordPress Websites
      • How To Point A Domain or Sub-Domain To WordPress
      • How to Use SFTP to Connect to Your WordPress Site
    • Workflows
      • Bulk Actions - Campaigns and Workflows
      • Customizing Delivery Timeframes Within Workflows
      • Customizing Your Settings in Workflows
      • How to Build and Use an Unsubscribe Trigger Link
      • How To Connect Course and Funnel Checkout Using Workflows
      • How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
      • How to Duplicate a Workflow
      • How to Duplicate or Copy a Workflow
      • How to Get Notified When a Lead Opens an Email
      • How to Import Campaigns into Workflows
      • How To Mark Appointment Status as Invalid Using a Workflow
      • How To Move Actions in the Workflow Builder
      • How to Move/Remove Contacts from Workflow Steps
      • How to Organize Your Workflows Into Folders
      • How To Set Up Automated Calls And Voicemail Drops in a Workflow
      • How to Set Up Email/SMS Notification When An Action Occurs Using Workflows
      • How To Use Multiple Triggering Events in Workflows
      • List of Workflow Actions
      • List of Workflow Triggers
      • How to Create and Use Workflows
      • Marking Calls as Completed
      • Membership Triggers Overview for the Workflow Builder
      • Pausing and Resuming Workflows
      • Race Conditions in Workflows (Unexpected Behavior)
      • Understanding the Workflow History and Status Tabs
      • Understanding the Workflow Settings Tab
      • Using a Workflow and Smart List To Track Failed SMS Contacts
      • Using the Conversion List for Google Ads with Triggers and Workflows
      • Using the History Tab in Workflows
      • Using the Testing Features in Workflows
      • Workflow Abandoned Cart Template
      • Workflow Action: Edit Conversation
      • Workflow Action: Goal Event
      • Workflow Contact Attribution Variables
      • Workflow Recipes
      • Premium Triggers & Actions
        • Workflow AI - ChatGPT
        • Actions for Workflows
        • LC Premium Action
        • Date/Time Formatter Premium Action
        • Google Sheets Premium Action
          • Create Spreadsheet Row
          • Delete Specific Spreadsheet Row
          • Delete Spreadsheet Row using Lookup
          • Lookup Spreadsheet Row
          • Update Specific Spreadsheet Row
          • Update Spreadsheet Row using Lookup
        • Workflow Inbound Webhook Premium Trigger
        • Number Formatter Premium Action
        • Slack Premium Action
          • Send Direct Message to a User
          • Send Private Channel message
          • Send Public Channel message
    • Workflow Guides
      • Workflow Guide: Add Form Answers to Contact Notes
      • Workflow Guide: Granting an Offer
      • Workflow Guide: Notification for Opened Emails
      • Workflow Guide: Sending Membership Credentials
      • Workflow Guide: Notification for Tasks
    • Workflow Triggers
      • Workflow Tigger: Email Events
      • Workflow Trigger: Affiliate Created
      • Workflow Trigger: Appointment Status
      • Workflow Trigger: Birthday Reminder
      • Workflow Trigger: Call Status
      • Workflow Trigger: Category Completed
      • Workflow Trigger: Contact Changed
      • Workflow Trigger: Contact Created
      • Workflow Trigger: Contact DND
      • Workflow Trigger: Contact Tag
      • Workflow Trigger: Custom Date Reminder
      • Workflow Trigger: Customer Replied
      • Workflow Trigger: Facebook Lead Form Submitted
      • Workflow Trigger: Form Submitted
      • Workflow Trigger: Invoice
      • Workflow Trigger: Membership Category Started
      • Workflow Trigger: Membership Lesson Completed
      • Workflow Trigger: Membership Lesson Started
      • Workflow Trigger: Membership New Signup
      • Workflow Trigger: Membership Product Completed
      • Workflow Trigger: Membership Product Started
      • Workflow Trigger: Note Added
      • Workflow Trigger: Note Changed
      • Workflow Trigger: Offer Access Granted
      • Workflow Trigger: Opportunity Status Changed
      • Workflow Trigger: Order Form Submission
      • Workflow Trigger: Order Submitted
      • Workflow Trigger: Pipeline Stage Changed
      • Workflow Trigger: Product Access Granted
      • Workflow Trigger: Product Access Removed
      • Workflow Trigger: Shopify Abandoned Checkout
      • Workflow Trigger: Shopify Order Fulfilled
      • Workflow Trigger: Shopify Order Placed
      • Workflow Trigger: Stale Opportunities
      • Workflow Trigger: Survey Submitted
      • Workflow trigger: Task Added
      • Workflow Trigger: Task Reminder
      • Workflow Trigger: TikTok Form Submitted
      • Workflow Trigger: Trigger Link Clicked
      • Workflow Trigger: Twilio Validation Error
      • Workflow Trigger: User Login (Membership Login)
      • Workflow Trigger: Video Tracking
    • Workflow Actions
      • Workflow Action: Add Contact Tag
      • Workflow Action: Add Task
      • Workflow Action: Add To Affiliate Campaign
      • Workflow Action: Add to Affiliate Manager
      • Workflow Action: Add To Notes
      • Workflow Action: Add To Workflow
      • Workflow Action: AI Appointment Booking Bot
      • Workflow Action: Assign To User
      • Workflow Action: Call
      • Workflow Action: Create/Update Opportunity
      • Workflow Action: Facebook - Add To Custom Audience
      • Workflow Action: Facebook - Conversion API
      • Workflow Action: Facebook - Remove From Custom Audience
      • Workflow Action: GMB Messaging
      • Workflow Action: Go To
      • Workflow Action: If/Else
      • Workflow Action: Instagram DM
      • Workflow Action: Manual Call
      • Workflow Action: Manual SMS
      • Workflow Action: Math Operation
      • Workflow Action: Membership Revoke Offer
      • Workflow Action: Messenger
      • Workflow Action: Remove Assigned User
      • Workflow Action: Remove Contact Tag
      • Workflow Action: Remove From Affiliate Campaign
      • Workflow Action: Remove From All Workflows
      • Workflow Action: Remove From Workflow
      • Workflow Action: Remove Opportunity
      • Workflow Action: Send Email
      • Workflow Action: Send Internal Notification
      • Workflow Action: Send Review Request
      • Workflow Action: Send SMS
      • Workflow Action: Send To Eliza Agent Platform
      • Workflow Action: Set Contact DND
      • Workflow Action: Set Event Start Date
      • Workflow Action: Update Affiliate
      • Workflow Action: Update Appointment Status
      • Workflow Action: Update Contact Field
      • Workflow Action: Voicemail
      • Workflow Action: Wait
      • Workflow Action: Webhook
      • Workflow Actions: Add to Google Adwords
    • Uncategorized
      • How To Add a Chat Widget to a WordPress Site
      • How To Use Forms, Surveys, And Calendars In Funnels
    • Zapier
      • How To Troubleshoot When Your Zapier Is Not Working
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  1. Software Guide

General Articles

PreviousWelcome To Our Knowledge BaseNextHow To Customize Membership Settings

Last updated 10 months ago

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📚
How To Customize Membership Settings
How To Use The Our Software Dashboard
List of Custom Values
Stripe Integration For Calendars