Q&A

Q: where is the delay setting for the Pop-Up?

A:To set a delay for your pop-up, go to the Funnel Builder in your dashboard. Click on “Sites,” then select the “Funnels” tab. Choose or create a funnel, then open the page editor. In the “Pop-Up Settings” tab, find the option to set the delay time in seconds. Adjust it to control when the pop-up appears after a visitor lands on the page. Save your changes, and you’re all set!

Q: How can I use coupon on calendars?

A: To use a coupon with calendar bookings, create a coupon in the Payments section. Then, make a form with a payment and coupon field. Link that form to your calendar so bookings use it. Save your changes, and you’re all set!

Q: Does trigger link work on funnels?

A: Trigger links don’t natively work on funnel buttons, but you can add them to emails or SMS within funnels. Create a trigger link in the Marketing section, then use it in your funnel’s email or SMS actions to track clicks and trigger workflows.

Q: On a 2 step order form is there a way to have a specific country at the top of the country list?

A: Unfortunately, at this stage, there is no way to do this.

Q: How to add Google Analytics to my website/funnel?

A: Yes, you can add google analytics code to your website “Head tracking code” and it should be applicable on the website.

Here’s the code : “>googletagmanager.com/gtag/js?id=G-XXXXXXXXXX”>

Note : Replace “G-XXXXXXXXXX” within the code with your actual Google analytics id.

Where to Add the Code:

In the of your HTML pages: This ensures that the tracking code loads as soon as the page is accessed.

In every page you want to track: You can either place the code in each individual page or include it in a site-wide.

How to Find Tracking ID in Google Analytics :

For UA Property -

Open Google Analytics

Click the ‘Admin’ tab

In the left-hand column, click ‘Tracking Info’

Click ‘Tracking Code’

Your code will be available here. For Universal Analytics users, the codes start with “UA.”

For GA4 Property -

Open Google Analytics

Click the ‘Admin’ tab

In the left-hand column, click ‘Property Settings’

Click ‘Property ID’

Your code will be available here. For Google Analytics 4 users, the codes will be a number.

Q: Where can I goto integrate my payment system?

A: We can integrate payment processor by going to payments tab -> integrations and you will find Stripe, paypal, NMI, authorize.net and many more payment processors to connect.

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Q: where is the delay setting for the Pop-Up?payment

A: To set a delay for your pop-up, go to the Funnel Builder in your dashboard. Click on “Sites,” then select the “Funnels” tab. Choose or create a funnel, then open the page editor. In the “Pop-Up Settings” tab, find the option to set the delay time in seconds. Adjust it to control when the pop-up appears after a visitor lands on the page. Save your changes, and you’re all set!

Q: How can i use coupon on calendars?

A: To use a coupon with calendar bookings, create a coupon in the Payments section. Then, make a form with a payment and coupon field. Link that form to your calendar so bookings use it. Save your changes, and you’re all set!

Q: Does trigger link work on funnels?

A: Trigger links don’t natively work on funnel buttons, but you can add them to emails or SMS within funnels. Create a trigger link in the Marketing section, then use it in your funnel’s email or SMS actions to track clicks and trigger workflows.

Q: Hello, I’m experiencing issues with the pipeline. After certain actions are completed, the data should appear in the relevant section. However, I’ve noticed that some that were moved into the section have disappeared. Can you help me understand where they went?

A: Sometimes, certain filters or view settings can hide data. Please ensure there are no filters applied that could be causing the missing items to not appear. Check for filters hiding the “Won” status, as completed opportunities often move there. Adjust your pipeline view to show all statuses. You can also search for the contact in the “Contacts” section and scroll down to the “Opportunities” section to see which stage the contact is in.

Q: Can i import my wordpress site here?

A: Yes, you can import your WordPress site! Go to the Sites section, select WordPress, and choose “Import Your Existing Website.” Use the LC Migrator Plugin for a one-click migration or the All-in-One WP Migration Plugin to export your site as a .wpress file and upload it. Save and wait for the process to complete.

Q: How can I export conversations or text messages?

A: Currently, exporting conversations or text messages directly isn’t available. You can take screenshots of the conversation in the Conversations section to save or share it.

Q: I want to send emails through Google work space through automation. How can I do that?

A: To send automated emails through Google Workspace, you need to configure your email settings to use Google Workspace as your SMTP provider:

Enable 2-step verification in your Google Account security settings.

Create an app-specific password for “SMTP integration.”

Go to Settings > Email Services, add Gmail as the provider, enter your email and the app password, then save.

In your automation, add an email action—it will use the connected account. Test with a demo workflow to confirm.

Q: I can send the email out from the platform, but when I reply to it, the email doesnot land in the platform, why?

A: Replies may not appear in the same thread on the platform if you’ve set up a “Reply Address” under the “Reply & Forward Settings” tab in the email service settings. In this case, email replies will be directed to the address specified in the “Reply Address” section, rather than appearing in the platform’s conversations section. To resolve this, go to the “Services Settings,” navigate to the “Reply & Forward Settings” tab, and remove any email address from the “Reply Address” section.

Q: When callers call our number, the call does not ring in the CRM?

A: Calls may not ring in the CRM if the settings are incorrect. To resolve this, go to Settings > My Staff, edit the user’s profile, and check the Call & Voicemail Settings. Here, you can specify where to forward calls—either to the Web App or the Mobile App. Alternatively, go to Settings > Phone Numbers, select the number, and make sure the default “Forward Calls to” option is not set to a number but left empty. Save the changes and test with a call.

Q: how do i add a new font?

A: To add a new font, host your font file (.ttf or .otf) online and get its URL. Go to the Sites section, select your funnel or website, and open the page editor. In the Design tab, add a CSS rule using @font-face with the font URL in the Custom CSS area. Apply the font to elements using a CSS class. Save and preview to confirm.

Q: Is there an action for awarding points?

A: Yes, you can award leaderboard points in a workflow! Go to the Workflows section and create or edit a workflow. Add the “Grant Community Group Leaderboard Points” action, select the group, and set the number of points to award when the trigger occurs. Save and test to confirm points are added correctly.

Q: How can I add the custom voicemail for each number in the platform?

A: To set a custom voicemail, go to Settings > My Staff and edit the staff member’s profile. Assign the phone number, then under Call & Voicemail Settings > Voicemail Messages, upload an MP3 or WAV file for the voicemail greeting. Save and test by calling the number. Repeat for each staff member and number.

Q: Can I send dynamic zoom links in an event calendar?

A: Dynamic Zoom links aren’t supported in standard event calendars, only in round-robin or personal calendars. To enable them, go to Settings > My Staff, edit the user’s profile, and connect their Zoom account under Integrations. Then, ensure the calendar is set as round-robin or personal in the Calendars section.

Q: How can I restore a deleted custom field?

A: To restore a deleted custom field, go to Settings > Custom Fields. Click the “Deleted Fields” button to view recently deleted fields. Find the field, click its name, and hit “Restore” at the bottom. The field and its data will be restored to its original location. Save changes and verify it’s back.

Q: How can I delete a single voice call recording from the system?

A: You cannot delete a single voice call recording. To manage storage, enable auto-deletion under Settings > Phone Numbers > Advanced Settings > Voice Calls > Call Recording. Set the retention period (default is 90 days) to control which recordings are kept. This helps manage storage costs and is only available to admins. Call transcripts remain unaffected.

Q: I want to upload audio to my website?

A: its not possible to upload audio onto websites and funnels. A workaround would be to convert your audio file to MP4 format. Go to the Sites section, select your website or funnel, and in the page editor, add a Video element. Upload the MP4 file. Save and preview to ensure it plays correctly.

Q: I have a multiple recurring product, my integrated payment method is paypal, it is not allowing me to get payments, why?

A: PayPal does not support multiple recurring products in a single transaction. Use a different provider like Stripe for this setup, or sell each recurring product separately.

Q: Can you please tell how can I update a custom object through the workflows?

A: Updating custom objects directly via a workflow action isn’t available.

Q: I want to send a contract to anyone who makes a payment for my product. I want to make sure that before the contact receives the contract, i receive it and sign it?

A: To set the signing order for the contract in the Documents and Contracts Builder mode, follow these steps:

Navigate to the Documents and Contracts tab under Payment.

Create or select an existing document.

On the top-left side, look for the ‘Signing Order’ option.

Set the signing order here, ensuring the contract is first sent to you and then to the contact.

You can also create a workflow triggered by payment received or an order form submitted. Add an action to send documents and contracts, select the template, and choose the sending mode as ‘Save as Draft.’ Then, add an internal notification action to get notified that the payment has been received and to review the document before sending.

Finally, navigate to the Documents and Payments Drafts, set the signing order, and send the document from there.

Q: Can i add a paid community from the system to gokollab ?

A: To create a paid community, go to Memberships > Communities and set up your community with pricing. After creation, move it to GoKollab by navigating to Memberships > GoKollab Marketplace. Select the community, choose the groups to move, and save. Test to ensure it’s active in GoKollab.

Q: I have a workflow, i have a trigger appointment status confirmed, then I have action, update opportunity, but it is not working. Why?

A: The workflow can’t update an opportunity directly from the appointment status trigger. You’ll need to add an extra action step: “Find Opportunity” before the “Update Opportunity” step. This lets the system locate the right opportunity first.

Q: Where can i see email stats for my workflows?

A: You can see overall stats in Automation → Workflows (look at the stats column for each workflow).

For a specific email in a workflow, open the workflow, click on the email action, then hit the Statistics button.

Q: How do i add zoom to my calendar?

A: First, connect Zoom under My Profile → Video Conferencing or in Calendar Settings.

Then go to Calendars → Calendar Settings, edit your calendar, and under Meeting Details, select Zoom from Meeting Location dropdown menu.

Now Zoom links will be added automatically to booked appointments.

Q: How do i connect my apple icalendar?

A: To connect your iCalendar:

Step 1a: Sign into Apple

Go to Apple ID and sign in.

Step 1b: Enable 2-Factor Authentication

Enable two-factor authentication under the Security section, if not already done.

Step 1c: Generate App-Specific Password

In the Sign-in and Security section, click “App-Specific Password” and then “Generate an app-specific password.”

Step 1d: Label the Password

Enter a label (e.g., ‘CRM iCloud Integration’) and click ‘Create.’

Step 1e: Save the Password

Copy and securely save the generated app-specific password for later use when connecting your iCloud calendar.

Once these steps are completed, proceed to connect your calendar by using the app-specific password either from the Calendar Settings or My Profile. Navigate to Settings > My Profile, and under the Video Conferencing section in Calendar Configuration, use the app password you created to connect your icalendar

Q: how to use the media storage?

A: You’ll find Media Storage on the main menu. You can upload your own files or use free stock images from Pixabay and Unsplash. You can also generate share links for these images and upload them in emails or websites.

Q: Why are my emails going to spam?

A: To prevent emails from going to spam, set up a dedicated sending domain under Settings > Email Services > Dedicated Domain and IP. Add the domain, verify the DNS records, clean your recipient list, avoid spammy words or suspicious links, and make sure your sending is properly warmed up.

Q: How can I limit the quantity of the product that they can purchase in the order form?

A: To limit the quantity of a product, go to Sites > Funnels or Websites, open the funnel or site with the order form, then click Products. Under Additional Options, enable Allow multiple quantity to be purchased and set the Maximum units per order.

Q: How do I integrate my CRM with a call center system to automatically log customer interactions and trigger follow-up actions?

A: Currently, there isn’t a direct way to set up a call center. However, you can create workflows to manage call actions. Use a workflow trigger for call status and adjust the call direction filter to apply tags, take actions, or send follow-up emails if a call is missed.

Q: How can I integrate with my existing email marketing tool (e.g., Mailchimp, ActiveCampaign) while syncing contacts and automation?

A: If you want to connect an email tool, go to Settings > Email Services and connect an SMTP. For Mailchimp or ActiveCampaign, there’s no direct integration, but you can recreate your campaigns in the system and import your contacts from those platforms.

Q: How can I add Custom CSS to the website?

A: To add custom CSS, go to Sites > Websites or Funnels, open the builder, click Settings, then select Custom CSS. Paste your CSS code there, and it will apply to that page or site.

Q: I want to set up an email automation that gets triggered everytime someone purchases my membership product.

How do i set up the product and the automation?

A: Go to Automation, create a new workflow, and set the trigger to either Offer Access Granted, New Sign-Up or Order Form Submitted. Add an email action and customize the content with the details you want.

Q: What is 2 way sync for emails and where can I set it up?

A: Two-way sync keeps emails updated in both your account and your email provider. To set it up, go to Settings > My Profile, select Gmail/Outlook 2-Way Sync, and choose your provider.

Q: How can I change the font of the order form?

A: It’s not possible to change the font of the entire order form through the builder. You can only change the button color. To change the form font or text colors, you’ll need to use Custom CSS.

Q: I am wondering what timezone are the automations set to if I’m going to use the wait step and event?

A: The wait step uses the account timezone by default set in your business profile settings, but you can change this in the workflow settings. There’s an option to switch it to use the contact’s timezone if needed.

Q: How can I set up a recurring text message to send on a specific day and time each week?

A: You can set this up using a workflow. Create a trigger to add the contact to the workflow, then set a time window in the workflow settings for the specific day and time you want the message to send each week. Add a Send SMS action and use a Go To step (or an If/Else condition) to loop the workflow so the message continues to send on the schedule you’ve set.

Q: How can i create a personal booking calendar?

A: To create a personal booking calendar, go to Calendars > Calendar Settings, click New Calendar, select Personal Booking Calendar, then fill in the required details and set your availability.

Q: How do you implement a reminder sequence for a class that has a different Zoom link each week?

A: To set up reminders for a class with a different Zoom link each week, create a workflow under Automation. Add a trigger (like appointment status or booking), then create reminder actions with emails or SMS. Include that week’s Zoom link in each reminder and use wait steps to time them before the class.

Q: Where can i finds magic links?

A: You can find magic links in the Memberships section under the Client Portal tab. Look for the Magic URL option and generate a link for the contact you need.

Q: What is the difference between 2-way sync and 1-way sync in google calendar?

A: In 1-way sync, events from the linked calendar appear as blocked slots in the system, and no contacts are created.

In 2-way sync, guests from calendar events become contacts, and those events are turned into system appointments.

Q: Is there a element i can use in websites to add blogs?

A: To add blogs to your website, navigate to the site builder for the site you want to edit, click the plus icon on the top left to open the elements list, then drag and drop the Blog element onto your page. Your blog posts will display automatically.

Q: How can I integrate Calendly in the platform?

A: To connect Calendly, go to Settings > My Profile > Calendar Integration, then select Calendly as the calendar to connect.

Q: How do i import courses from kajabi?

A: You can import courses from Kajabi by going to Memberships > Courses, click Create Product, and choose Import from Kajabi. Make sure your Kajabi course uses one of the supported themes for the import to work.

Q: I am trying to send a WhatsApp message. However it is asking me to input a WhatsApp template. Where do I create the WhatsApp Template please?

A: To create a WhatsApp template, go to Settings > WhatsApp > Templates, then click Create Template. Once created, it will be sent to Meta for approval before you can use it.

Q: I have created a QR code but its not working.

A: If your QR code isn’t working, check that the link or action assigned to it is correct and active. Make sure the funnel, website, or calendar page the QR code points to is published and accessible. While creating a QR code, ensure the link starts with ; if it only has “www” it will not work. If it’s still not working, try regenerating the QR code.

Q: coupon codes are not working on our courses checkout pages.

A: Please go to the Memberships area in the menu, open the Offers section, and make sure the Apply Coupon option is enabled in the offer details. Also, check that the coupon itself is set up correctly and is still active.

Q: I have made the community channel private, I want to make it public again, how Can I change it back?

A: Once a community channel is set to Private, it cannot be changed back to Public. The only option is to create a new public channel and move your members there if needed.

Q: How do I copy a funnel step from one funnel to another funnel?

A: To copy a funnel step, go to the destination funnel and click Add New Step > Use Existing. Then select the funnel or website that has the step you want to copy, and it will be added to your current funnel.

Q: How to add SSL certificate to my domain?

A: Once your domain’s DNS is correctly configured and added to your account, an SSL certificate will be generated automatically by the system. It may take a few minutes to activate after verification.

Q: How long does A2P Registration or application take for it to get approve?

A: Campaign registration usually takes 1–7 business days for standard use cases, as carriers need to review and approve the details. Special or non-standard campaigns (like political or sweepstakes) may take longer due to extra carrier approvals.

Q: How can I change the currency of my products in my website?

A: It’s not possible to change the currency of an existing product. You’ll need to create a new product with the desired currency by going to Payments > Products > Create Product.

Q: How can I increase this said SMS limit or how can I move to the next stage?

A: All accounts start at Level 1, which allows 100 SMS in 24 hours. To increase limits, you must send the full limit within a 24-hour period. After that, SMS will be paused for 24 hours, then unlocked at the next level with a higher limit.

Q: Is it possible to restore old versions of a funnel/website?

A: Yes, you can restore old versions of a funnel or website. Go to Sites > Funnels or Websites, edit the funnel or site, and in the builder click Versions (top right). From there, select and restore the version you want.

Q: I accidentaly deleted my workflow, how can I restore it?

A: Yes, you can restore a deleted workflow if it’s within 30 days. Go to Automation > Workflows, click the Deleted tab, and select the workflow you want to recover.

Q: We’ve created an offer/product, however, the price currency is set as the wrong currency?

A: To change the currency, update the Country in your Business Profile under Settings. If the currency still doesn’t update on your product or offer, you’ll need to recreate it after updating the country setting.

Q: Do we have an option to modify the checkout page for the membership offer?

A: Yes, you can modify the checkout page for a membership offer. Go to Memberships > Courses > Offers, then click Edit > Edit Checkout to make your changes.

Q: Is it possible to copy or clone a funnel page to website or vice versa?

A: Yes, you can copy a funnel page to a website or vice versa. Just add a new page to your funnel or website, select Use Existing, and then choose the page you want to import from the other funnel or website.

Q: I don’t see any option to delete a community group, can you tell me how to delete it?

A: There’s no option to delete a community group. The only option is to set it as Inactive. Go to Memberships > Communities, open the group, and update its status to Inactive.

Q: Where can I find the A record and CNAME record to update my domain’s DNS settings?

A: You can find your A record and CNAME record when you are connecting a new domain to the platform under Settings > Domains. Click Connect a Domain, select the product/ service you wish to connect the domain for, and then enter the domain name. A popup box will appear with an option to “add record manually” and the bottom left of the pop up. Click that to reveal the required DNS records.

Q: Is there a way to schedule how long a course will be available to access?

A: You can restrict offer access to a specific number of days for members. To do this, go to Memberships > Offers. Create and edit a new offer, or edit an existing one. In the Offer Access section, check the box to limit access to a specific number of days and enter the desired duration. Click Save to apply the changes.

Q: Can I add custom questions for clients to answer when booking an appointment on my calendar?

A: Yes, you can add custom questions for clients when booking. First, go to Sites > Forms and create a form with your custom questions. Then go to Calendars > Calendar Settings, edit the calendar, and under the Forms & Payments tab, select the form you created.

Q: I’ve created a website and connected a domain to it but when I open the website, it shows a Private Connection error.

A: A “Private Connection” error usually means the SSL certificate hasn’t been applied yet. Make sure your domain’s DNS is set up correctly and the domain is added in Settings > Domains. Once verified, the system will automatically generate the SSL certificate, which can take a few minutes to activate. Refresh the site after that.

Q: I have a phone number in my account. When someone calls at that number, i want it to ring to only specific staff members but it rings to all of the staff members

A: To route calls to specific staff, go to Settings > Phone Numbers, edit the phone number, tick the Ring Incoming Call to Selected Users checkbox, and choose the staff members. Make sure no call forwarding number is added.

Q: I want someone to get a dm from me or a reply to their comment when they comment something on my Facebook post. how can I achieve this? andif i want to trigger it only on a certain comment? and which action do i need to use and how to set it up?

A: Go to Automation > Workflows and create a new workflow. Use the trigger Facebook Comment on a Post, then add an action like Reply in Comments or Send Message in Messenger. To trigger it only on specific comments, use More Filters in the trigger and add the exact word or phrase you want to filter.

Q: How can I sync emails so that replies show in my email inbox and I can respond from there?

A: To have replies show in your email inbox and respond from there, set up 2-Way Email Sync. Go to Settings > My Profile, then connect your Gmail or Outlook account under the email sync options. This will keep emails synced between your inbox and the system.

Q: How can I send emails in batches instead of sending them to all contacts at once?

A: If you want to send emails in batches, you can use a Drip action in your workflow. Add the Drip action at the start, then set the number of contacts per batch and the time gap between batches.

Alternatively, if you’re sending a one-time email campaign, you can also do this from the Contacts tab by selecting contacts, clicking Send email, and setting up the drip mode with the batch size and interval.

Q: how to add conversational AI on website?

A: You can add Conversational AI through the Chat Widget. First, go to Sites > Chat Widget and create a live chat widget. Then, go to your funnel or website settings and select the chat widget you created to enable it on your site.

Q: Having issues with phone number, call gets skipped when i call.

A: If calls are being skipped, check the timeout settings and make sure the number is assigned to a user. Also confirm that call routing is set up correctly under Settings > Phone Numbers, and that the assigned user has their call settings enabled in their profile.

Q: Can I copy a section from a funnel page to a website page?

A: Yes, you can copy a section between a website and a funnel. Open the website, select the section, and Save as Template. Then go to the funnel builder, choose Add Section > My Templates, and insert the saved section.

Q: I see error 3007 when trying to send message

A: Error 3007 means your message was blocked due to violations of messaging policies or carrier rules. Common reasons include spam-like content, phishing terms, or fraudulent wording. Review your message, remove restricted content, and ensure it complies with carrier guidelines before resending. Also remove any shortened URLs from your message content.

Q: how do i sell an ebook?

A: To sell an eBook, go to Payments > Products and create a new product. Fill out the product details and click Save. Once the product is created, edit it, navigate to the Pricing tab, and click on the product name in this section. Scroll down to the Shipping and Delivery section, select Digital Product, upload your eBook, and click Save. Then, place the product on your site or funnel using an Order Form for customers to purchase. After the purchase is complete, they will be given the option to download the eBook.

Q: my email template is not going out when i test

A: If your email template isn’t sending in a test, make sure you have a verified domain or your Gmail/Outlook account connected under Settings > Email Services. Also, check that the From email is set, and the template includes a subject line and content.

If you’re using custom values, try removing and re-adding them, as sometimes they can cause parse errors during testing. You can also test by sending from the Email Builder preview option.

Q: i want to make a lead magnet.

A: To create a lead magnet:

Pick a topic that solves a problem for your audience (eBook, checklist, guide).

Create the content using tools like Canva or Google Docs.

Build a landing page with a form and a clear call-to-action.

Connect it to your email automation so the lead magnet is sent automatically after sign-up.

Promote it on social media, ads, or your website.

Follow up with automated emails to nurture the leads.

Q: need to add automatic taxes for specific countries?

A: To set up automatic taxes, go to Payments > Settings > Taxes, enable Automatic Taxes, select the default tax category, and add your Nexus address. From there, you can choose the country (e.g., Canada) to apply the correct tax rates automatically.

Q: Is it possible to collect a payment on a calendar booking so that they’ll need to pay first before getting the appointment?

A: Yes, you can collect payment when someone books an appointment. First, connect a payment gateway like Stripe under Settings > Integrations. Then go to Settings > Calendars, edit the desired calendar, and under Forms & Payments, enable the payment option for bookings.

Q: Is it possible to create a new email template from my existing email campaign?

A: Yes, you can create a new email template from an existing campaign. Go to Marketing > Emails > Templates > Create New Template, and select the option to build it from an existing email campaign.

Q: How can I connect my Google drive to my media storage?

A: To connect Google Drive to Media Storage, go to Media Storage, click Connect Google Drive in the top-right corner, and follow the prompts to log in and grant access. Once connected, you can select Google Drive from the dropdown or click the Google Drive icon to view and use your files directly in Media Storage.

Q: What’s the best way to identify and manage duplicate contacts?

A: There’s no direct option to find duplicate contacts automatically. You can search for duplicates by using common fields like name or additional emails in the Contacts section. Once you find them, open the contact, click the Merge option, and choose the record you want to merge it with.

Q: How to create a webhook?

A: You can create a webhook in Automation > Workflows. Add a new action and select Webhook to send (POST/GET) data to a webhook URL, which you can get from third-party tools.

If you need an inbound webhook (to receive data), use the Inbound Webhook trigger in the workflow. Once added, the system will generate a webhook URL for incoming data.

Q: Can you create a automation if someone uses a QR code?

A: There’s no direct trigger for when someone scans a QR code. However, you can achieve this by linking the QR code to a form, funnel, or calendar page. When the person scans the code and completes an action like submitting a form or booking an appointment, you can use that action as the workflow trigger (e.g., Form Submitted, Appointment Booked).

Q: Where do I find the setting to allow for duplicate opportunties?

A: To allow duplicate opportunities, go to Settings > Business Profile, then under General Settings, enable the Duplicate Opportunity option. In some accounts, this may also appear under Settings > Objects > Opportunity > Duplicate Opportunity.

Q: Is there a way to have an “add to calendar” button on an email sent through a workflow?

A: Yes, you can add an “Add to Google Calendar” button in your email. Create or edit an email template in Marketing, and when the trigger is a calendar booking, add a button in the email editor. In the button settings, set the link to the custom value Add to Google Calendar under the appointment section. This will let recipients add the event to their calendar when they click the button. Note: This works only for booking-based triggers, not form submissions.

Q: how can I add a coupon code to an subscription order

A: To add a coupon for a subscription order, go to Payments > Coupons and create a new coupon. Enter the Coupon Name, Code, Discount Type, and Amount. Enable Also apply to recurring/future payments so the discount applies beyond the first payment, and choose Forever or Multiple Months.

Finally, make sure to limit the coupon to the correct product or offer by checking the option for selected products/offers. Customers can then apply this coupon at checkout

Q: how do insert a quiz element into a web page?

A: To insert a quiz on a web page, go to the Quiz Builder, click Integrate > Embed Code, and copy the code. Then open your funnel or website in the builder, add a Code element, and paste the embed code there.

Q: how do I change the URL link for my calendar from the

current URL to my domains URL?

A: You have two options to use your domain URL for your calendar:

Add the calendar to a funnel or website and make sure that funnel or site uses your branded domain.

Add a branded domain by going to Settings > Business Profile > Add Branded Domain, this will make all future calendars linked to your domain

Q: How can I send a email or sms campaign to only certain contacts and exclude others?

A: To send a campaign to specific contacts and exclude others, use Smart Lists. You can create smart lists by applying filters like tags or custom fields to include only the contacts you want. Exclude unwanted contacts by removing their tags this list is filered with.

Q: What does it mean that payment status is

pending transactions?

A: “Pending transactions” means the payment is still being processed by the payment provider. It hasn’t been completed or confirmed yet. This can happen if the payment is under review or there’s a delay in the processing system.

Q: can I edit name of smartlists?

A: Yes, you can edit the name of a smart list. Go to Contacts > Manage Smart Lists, click the pencil icon on the list you want to rename and type the new name. Don’t forget to save your changes.

Q: How to add store to website page?

A: To add a store to your website, open the page builder, click the plus icon at the top left, and select the Store option. Click Add to Site to activate the store—this will automatically create five store-related pages you can configure as needed.

Q: Hello I want to delete the store I added to my web site, how do I do that?

A: To delete the store, you need to remove all the 5 pages it added, when you created the store.

Q: Are smart lists only visible to the user who creates them?”

A: When you create a smart list, you can choose to share it with specific users or everyone in your account. To do this, go to Contacts > Manage Smartlists > Share Smartlist, then select the users you want to share it with.

Q: How can I edit or update a community group after creating it?

A: To edit a community group, go to Memberships > Community and log in as an admin. Then click Settings within the group to manage all configurations.

Q: How can I configure CRM to automatically notify team members when a high-priority lead enters a specific pipeline stage?

A: To set up automatic notifications for high-priority leads entering a specific pipeline stage, start by ensuring that each high-priority lead has an appropriate tag (such as “High Priority”) added to their contact profile.

Next, create a new workflow and set the trigger to “Pipeline Stage Changed.” Add three filters to the trigger:

The first filter should be “In Pipeline,” where you select the desired pipeline;

The second filter should be “Pipeline Stage,” where you select the relevant stage;

The third filter should be “Has Tag,” where you choose the tag you’ve assigned to your high-priority leads.

Finally, add the “Send Internal Notification” action to alert your team when a lead meets these conditions.

Q: i gave someone access to the course but the email does not have the login link??

A: Check the Login URL custom value is included in the email sent when a user gains course access. Also, confirm the user has access, as the system won’t resend a magic link if they’re already enrolled. If using a workflow, ensure the trigger is set to New Sign-Up to send the email properly.

Q: which calendar is the best for teams?

A: The best suggestion for managing team appointments is to use the Round Robin calendar. This feature automatically assigns appointments in a circular order, ensuring that each team member receives an equal number of appointments based on their availability. This helps distribute workload evenly and optimizes team efficiency by automatically balancing the schedule.

Q: what type of calendar is best for 1 person?

A: For one person, a Personal Booking calendar is best. Go to the Calendars section, create a new calendar, and select “Personal Booking” as the type.

Q: How can I upload a PDF Ebook as a product?

A: To create a digital product, follow these steps:

Create a Product: Start by creating a new product in your account, fill in the details and hit save.

Navigate to the Pricing Tab: Once the product is created, go back to the product editor, go to the Pricing tab and click on the product in this section.

Set Product Type: Change the product type from Physical to Digital Under the Shipping and Delivery section.

Upload the Ebook: Upload the PDF of the Ebook to the product.

Save the Product: Once everything is set up, save the product.

Q: How can I copy the footer from one email to another?

A: To copy a footer from one email to another, go to Marketing > Email Builder and open the email with the footer you want. Save the footer as a section. Then, open the target email in Email Builder, go to Saved Sections, and add the footer section to the new email. Save and preview to confirm it looks right.

Q: can you please tell me how can I integrate google postmaster?

A: To integrate Google Postmaster Tools, first ensure your sending domain is registered and verified in Google Postmaster Tools (add a TXT record to your DNS if needed). Then, follow these steps:

Go to Settings > Email Services > Postmaster Tools > Google Postmaster Tool.

Click “Connect to Google Postmaster.”

Sign in with your Google account that has access to the domains.

Grant permission to view email traffic metrics and continue.

Once connected, you’ll see metrics like spam rates and reputation in the platform. It may take a few days

Q: Can you please tell me where can I find the help articles?

A: If you are looking for the knowledge base you can click on the chat widget you came here in and then click on “help” From there you can search our help articles.

Q: If I am using assigned data only, how can I allow two staff members to see one contact if there can only be one assigned owner?

A: With Assigned Data Only enabled, only one owner can be assigned to a contact. To allow another staff member to see the contact, go to the contact’s profile, find the “Followers” field, and add the second staff member as a follower. Save changes to ensure both can view the contact.

Q: Is it possible to block all incoming Calls and SMS for a specific contact?

A: To block incoming calls and SMS for a specific contact, go to Contacts, select the contact, and in the left contact details panel, find the DND section. Enable “DND Inbound Calls and SMS.” Save and test by having the contact call or text to confirm they’re blocked.

Q: I want to create a page that links to the “schedule now” button that then links to the calendar. How do i create such a page please?

A: first, create a new page or step in your website or funnel. Next, add a “Schedule Now” button by dragging and dropping the button element from the builder. In the button configuration, add the link to your calendar. To get the calendar link, go to the Calendars tab, then navigate to Calendar Settings. Next to your calendar, you’ll find the option to “Share Calendar” — click that to retrieve the calendar link. Once you’ve added the link, clicking the button will open the calendar as intended.

Q: How can I set my workflow not to trigger contacts that was previously added on the workfow already?

A: To prevent contacts from being re-added to the same workflow, go to your Workflow > Workflow Settings > Ensure that ‘Allow Re-entry’ is not enabled.

Q: Is there any option for the web crawler in knowledge base? if so can I add the link there?

A: we have the option in the Settings > conversation AI, where we can add the links of the website and add the links in the web crawler.

Q: Can I verify my domain and send email using a subdomain like mail.mywebsite.com without replacing my existing MX records? I’m using Google Workspace for email and can’t change them.

A: Yes, you can, but you’ll need to ensure that you use an unused subdomain or a subdomain specifically configured for your email service (distinct from your Google Workspace email). Enter the new subdomain in the email service settings and configure the necessary MX records for that subdomain, without modifying your existing Google Workspace MX records.

Q: I want to put a checkout in a survey at the beginning, but only actually charge when I manually approve. Is this possible?

A: This isn’t directly possible, but I have a workaround for you: First, create a manual survey. After reviewing the responses, set up an automation to send the checkout pages to the customer via email when a specific tag is added. Alternatively, you can also send documents or payment links as needed.

Q: Is it possible to edit our portal login page?

A: Yes you can. To do this:

• Go to the “Sites” section and click on “Client Portal”.

- Go to the settings of the client portal and then access the branding section in order to customize the cleint portal.

• Make sure to save all your changes once you’re done.

Q: A client emailed with pictures and I added them to the platform, but now I can’t delete them or rename them.

A: To be able to delete the image from the platform, you will need to go into the Media storage and then click on the 3 dot icon followed by clicking the “Move to trash” buttton.

Q: I keep getting this error, please help: USE_CASE_DESCRIPTION: The campaign submission has been reviewed and it was rejected because it is considered High Risk.

A: To resolve this issue, please follow these steps:

Check the Workflow Opt-in Image: Ensure the opt-in image associated with your automation workflow is correct. It’s important to verify that the right customers have opted into the communication.

Review the Use Case Description: Double-check the use case description in your automation settings to confirm that the intended audience is receiving the correct messages and that no unintended recipients are included.

Verify Business Details: Make sure that the business details for the customers are up-to-date and correctly verified. If any discrepancies exist, it could cause automation to send messages to customers who should not be receiving them.

Q: how can i access the media storage?

A: You can access the Media Storage from the Main Navigation Menu on the left.

Q: How to Change a physial product to digital?

A: To change a product to a digital one, navigate to the Payments section and edit the product you want to modify. Go to the Pricing tab and click on the product name. Then, scroll down to the Shipping and Delivery section and select the ‘Digital Product’ option. You can upload the digital product here as well.

Q: Is it possible to change the platform language of my account?

A: Yes, you can change the platform language in your account settings.

Just head over to Settings > Business Profile > Business Physical Address > Under “Platform Language”, you can select the language you desire.

Q: Is it possible to upload or create contacts with the same information? I want it as duplicate

A: You can definitely create duplicate contacts with the same information. You’ll just need to make sure that “Allow Duplicate Contact” is enabled in your Settings > Business Profile. Once it’s enabled, you can upload or create duplicate contacts!

Q: Where can I see the status of my bulk emails that was sent through Contacts tab?

A: To see the status of the bulk email that was sent in Contacts tab, just go to Contacts > Bulk action > From there you’ll see the status of your email bulk action

Q: What type of calendar I can use if I’m the only user and need it for face to face event?

A: You can use the “Event Calendar” for your booking calendar since you’ll be using it for face to face events. Event calendar is used for scheduling physical events with no host association.

E.g.: Conferences, public seminars, expos., However you can also use a personal calendar and then add your physical address under the meeting location.

Q: Where can I find the notification settings? If i want to receive an SMS or Email notification when there’s a new message, is it possible?

A: You can find the notification settings by going to Settings > My Profile > Notification. From there you’ll be able to set your notifcation like enabling SMS and Email notification when you receive a new message.

Q: Is it possible to use Gmail as my SMTP provider so I can use it for sending emails?

A: Yes, it is possible to use Gmail as your email service, but it requires integrating Gmail through SMTP (Simple Mail Transfer Protocol). Go to Settings > Email services > Click “Add Service” > From there you can connect your Gmail.

Q: I’m trying to purchase a phone number and have been looking at the list of available numbers, but I can’t find one with my desired first three digits. Is it possible to purchase a phone number with my desired first three digits?

A: Finding a phone number with your desired first three digits might be tricky if they aren’t listed, as availability is limited to what’s shown. You can keep checking if new numbers become available. You can also filter the available numbers by clicking “Filter” > Under “Match to”, select “First part of number”, then insert your desired first three digits.

Q: I am trying to import a course from kajabi and the instructions are not making sense.

A: Here are the steps for importing the course from Kajabi:

• Create a learner profile on the platform you are importing from. Ensure you are creating a new contact within the platform you are importing from using the system provided email ID.

- Once created, go back to the Course Importer screen and enter the password you used to create the account in the previous step.

• Add the learner domain in the domain field (the domain where you enter learner login credentials).

- Click the “Import” button

Once the import process has started, it will log you in via learner credentials and start importing the courses.

Q: How to replace text on the link on social planner

A: You can only add direct links in the Social Planner, not hyperlinks.

Q: Is there a way to attach a PDF to an invoice?

A: Currently, there isn’t a direct way, but we have a workaround to send the PDF through the invoice. First, upload the PDF to the media storage and generate a link to it. Once that’s done, copy the link and paste it under Payments > Invoices and Estimates > Settings > Title and Terms > Invoice Title and Terms.

Q: How do i remove after pay and klarna from my sales page?

A: To remove AfterPay and Klarna from your sales page, go to Payments and then Integrations. Click on Manage for the Stripe integration, then go to Manage Payment Methods and disable Klarna and AfterPay for your account.

Q: Can you create an ebook on the Platform?

A: You cannot directly create an eBook on the platform. It’s best to use word processing software to create your eBook. However, you can upload your eBook as a digital product on the platform and sell it through a funnel you create.

Q: Can recurring products trigger a workflow when they get recharged/billed?

A: You would have to allow Re-entry in the workflow

But the contact has to go out of the workflow before they get recharded.

Q: Need clarification about adding contacts to automation. Do pass input triggers? I’m not sure about this.

A: When to Turn On “Pass Input Trigger”:

Preserving Subscriber Data: If the initial workflow collects or modifies data (like custom field inputs, tags, or other subscriber details) that you need in the second workflow, turning on “Pass Input Trigger” ensures that all this data is transferred correctly.

Sequential Actions: When workflows are designed to perform specific sequential actions that depend on the outcome or data from the previous workflow, you should enable this option to maintain continuity.

Trigger-Specific Actions: If the second workflow needs to know the specific trigger that caused the first workflow to run (e.g., a form submission, link click, etc.), this setting ensures that the trigger details are carried over.

When You Might Not Need to Turn It On:

Independent Workflows: If the workflows are independent and the second workflow does not rely on data or actions from the first, you can leave it off.

Different Triggers: When the second workflow should start with its own unique trigger and does not need information from the first workflow.

Q: I already have a wordpress site. I thought that choosing the wordpress set up would integrate it, but now its prompting me to set up a site. How do I just pull in my exisiting wordpress site?

A: If you already have a WordPress site and you want to integrate it with the platform, rather than setting up a new site, you’ll need to follow the correct steps to ensure the integration works:

You will need to add the “All in one WP migration plug in on your website” and then download the WP website file.

Once Completed, you will need to upload the file you just downloaded in the Sites tab > Wordpress >Complete set up > From an existing site.

Please keep in mind the options will only show up for you if you have bought the WP subscription.

Q: How to create a personalized signature?

A: To add an email signature on the platform, go to Settings > My Profile. Here, you can upload your logo, enter your company name, and create your email signature.

Q: For the IVR workflow, I just want to confirm if the system lets the user have the chance to answer the call before it gets redirected to the IVR?

A: In response to your question, if the number is added in the IVR trigger, the workflow will automatically start and go through the IVR steps, even if the number is assigned to a specific person. Unfortunately, the system doesn’t allow the user to answer the call before it gets redirected to the IVR. However, a workaround is to add a recorded message, prompting the user to press a key (e.g., “press 1”) to speak directly to a specific person.

Q: how to create the workflow so my paid customers will receive my product from my sales funnel?

A: To set up a workflow for your paid customers to automatically receive your product after purchasing from your sales funnel:

• Go to Automation and start a new workflow.

- Use a “Payment received” or “Order form sumitted” trigger, selecting the specific product they bought.

• Add actions like “Send Email” for product access or “Grant Course Access” for memberships.

Q: Is there a way to add a contact’s photo so that it shows in the bubble next to their name?

A: Contact profile pictures can only be added during the creation of the contact. If you haven’t added the photo at that time, you’ll need to use a workaround: create a new contact with the photo you want to upload, then merge the two contacts together.

Q: Is there any way to temporarily take a site offline while I’m updating it?

A: To make your website temporarily inaccessible, go to the website settings and remove the domain. Then, create a new funnel page or website page with a ‘Coming Soon’ headline. After that, navigate to Settings > Domains, and update the default page of the domain to the new ‘Coming Soon’ page by clicking Manage and then the three-dot icon.

Q: Is there a way to bulk edit who is a assigned to about 200 contacts?

A: There isn’t a direct way to bulk assign contacts, but a workaround is to create a workflow. Go to the Automations tab, click Create Workflow and choose Start from Scratch. In the workflow builder, you don’t need to add a trigger—just add the Assign to User action and configure it. Once done, save and publish the workflow. Then, go back to the Contacts tab, select the contacts you want to bulk assign, and add them to the workflow you just created.

Q: Trying to find the Automation Trigger for when a call is Cancelled or Rescheduled.

A: To set up an automation trigger for when a call is canceled or rescheduled, go to Automations and select Workflow Triggers. Look for triggers related to appointment status, then choose Rescheduled in the filter for Appointment Status. This will allow you to automate actions based on these specific events.

Q: Does the conversation AI bot automatically turn off if I manually send a message in a conversation while the bot is chatting?

A: Yes, if you have the toggle enabled under settings > conversations AI > select the specific bot you want this enabled for, and toggle on the “Send Bot to sleep when I send a message manually or through workflow.” That’s it.

Q: How can I customize a widget on my CRM dashboard?

A: Navigate to the dashboard settings in your CRM account.

Go to the ‘Widgets’ section and click on “Add Widget.”

Select the data source and apply relevant filters.

Customize the widget’s display type (e.g., pie chart, table), and adjust widget settings.

Save the widget to add it to your dashboard.

Q: How do I add a Lost Reason filter to a widget?

A: Go to the dashboard settings and click “Add Widget.”

Select ‘Opportunities’ as the data source.

Choose the ‘Lost Reason’ filter from the available options.

Customize the filter by selecting specific reasons for lost opportunities and configure the widget’s visualization type.

Q: How do I add titles, textboxes, and images to my dashboard?

A: Navigate to the dashboard settings and create or edit a dashboard.

In the “Elements” tab, choose from Titles, Textboxes, or Images.

Add the necessary elements, configure them as needed, and save your changes.

Q: Can I use multiple filters in a Dashboard widget?

A: Yes, you can apply multiple filters to a single widget. This allows you to narrow down your data and gain more specific insights.

Q: How do I duplicate a widget on my dashboard?

A: Enter Edit Mode for your dashboard and locate the widget you wish to duplicate.

Open the three-dot menu on the widget card and select “Duplicate.”

Make necessary adjustments to the duplicated widget and save the changes.

Q: How do I customize the appearance of my dashboard?

A: Go to your dashboard, click on the edit icon, and switch to the “Theme” tab.

Choose from pre-defined themes or customize your own theme to match your brand’s style.

Q: How can I use Opportunity and Contact Source filters?

A: Enter Edit Mode on your dashboard and click “Add Widget.”

Select a widget from the Contacts or Opportunities category.

Switch to the “Conditions” tab, add a condition, and select “Source.”

Configure the widget settings as needed and save your changes.

Q: How can I use Instant Dashboard Insights?

A: While viewing key pages (e.g., Opportunities, Appointment Reports), click the Dashboard Insights icon.

Choose the dashboard where you want to add widgets, confirm the widgets, and click “Confirm & Add.”

View insights directly on the current page or navigate to the full dashboard for a more detailed view.

Q: What types of visualizations can I choose for my dashboard widgets?

A: You can select from various visualizations such as pie charts, bar graphs, or tables depending on the type of data you are analyzing.

Q: How do I edit an existing widget on my dashboard?

A: Go to the dashboard settings, find the widget you want to edit, and modify the settings as needed. Once you’re done, save the changes.

Q: Can I add custom UTM parameters to dashboard widgets for detailed analysis?

A: Yes, you can filter and analyze opportunities based on attribution, using UTM properties like UTM Campaign, UTM Source, and others. These parameters are visible in Table and Granular insights views when an attribution type is applied.

Q: What should I do to ensure my dashboard widgets are up to date?

A: Regularly update your widgets to reflect the most recent data and ensure your analysis remains accurate for decision-making.

Q: Can I customize my CRM dashboard based on themes and brand identity?

A: Yes, you can apply custom themes by going to the “Theme” tab in the edit mode of your dashboard, allowing you to match the dashboard with your branding or personal preferences.

Q: Can I track rescheduled appointments using dashboard widgets?

A: Yes, when adding or editing an appointment widget, you can navigate to the Conditions tab and apply the “Rescheduled” filter to track rescheduled appointments directly on your dashboard.

Q: How do I add a free product to my order form for my website?

A: You can offer a free product by creating a coupon code that provides a 100% discount on the product. To do this, create a coupon code with a 100% off discount, and your customers can redeem it at checkout. However, please note the following details:

Stripe is the only payment processor that supports 100% off coupons for free products. If both Stripe and PayPal are available, the PayPal option will be hidden during checkout.

Even though the product is free, customers will still need to enter their credit card details for verification purposes, especially if the information is required for future upsells or downsells.

During checkout with a $0 cart, a small text saying, “Card details will be used for verification purposes” will appear beside the card element.

Q: How are incoming calls routed to the appropriate phone number in a multi-phone setup?

A: Incoming calls are routed based on the phone number assignment and specific settings linked to user profiles, lead assignments, and contact details. When a lead or user is assigned to a phone number, the call will follow a pre-defined flow, ensuring it reaches the correct destination. Here’s a quick breakdown of how calls are handled:

If the user, lead, or contact is assigned to a phone number, the system checks the user profile’s phone number or forwarding settings to determine where the call goes.

If no assignment is found, the call may forward to a web or mobile app, or drop if no forwarding number is set.

The system ensures that calls are routed based on priority settings, such as forwarding to a business phone number, user phone number, or voicemail.

Each of the settings listed above governs how calls are routed. For instance, if there’s no forwarding number, calls drop; if a business number is set, calls forward to that number.

To set this up, users must check and configure options under their sub-account settings, such as forwarding numbers and voicemail settings.

Q: Can I upload my site directly into funnels or the website section of the system or do I need to create it from scratch?

A: No, you can not import or upload the site directly into the funnels or website section but yes you can create it from scratch.

Q: Why are my Facebook Lead Ads not syncing?

A: Your Facebook Lead Ads may not sync due to issues like wrong lead form selection, missing permissions, expired tokens, or incorrect mapping check admin access, select the correct form, ensure mapping is correct, and reconnect your Facebook account if needed.

Q: How can I create and manage multiple knowledge bases for my Conversation AI bots?

A: You can create and manage multiple knowledge bases in Account Settings > Knowledge Base, add training data via URLs and FAQs, then assign up to 7 knowledge bases per bot in the bot training section for tailored responses.

Q: I wanted to see if I missed a step on getting my stir shaken and spam protection registered properly? A: To register STIR/SHAKEN and enable spam protection, go to Settings > Phone Numbers > Trust Center, complete the SHAKEN/STIR registration, wait for approval (up to 4 days), and ensure SMS Spam Protection is turned on.

Q: What are the different types of calendars available?

A: Service Calendar, Round Robin Calendar, Class Calendar, and Collective Booking Calendar.

Q: How do I create a Service Calendar?

A: Go to Calendar Settings > Create a new calendar, select “Service Calendar,” and enter service details, staff assignments, availability, duration, forms, and payment settings.

Q: How do I create a Round Robin Calendar?

A: Navigate to Calendar Settings > Create Calendar, select “Round Robin,” assign team members, configure availability, and set up payment options. Save the calendar.

Q: How do I create a Class Calendar?

A:Go to Calendar Settings > Create Calendar, select “Class Calendar,” then set up the class name, description, attendee capacity, and meeting location.

Q: How do I create a Collective Booking Calendar?

A: Go to Calendar Settings > Create Calendar, select “Collective Booking,” assign team members, designate a primary owner, and configure meeting location and availability.

Q: Can I accept payments for appointments?

A:Yes, payments can be enabled for Service, Round Robin, and Collective calendars. Make sure your payment gateway is integrated and configure payment options during the booking process.

Q: What happens if a team member is unavailable?

A: For Service Calendars, the availability of staff members is directly reflected. For Round Robin Calendars, the system automatically assigns the next available team member.

Q: Can clients cancel or reschedule appointments?

A: Yes, for Class Calendars, enable “Allow Cancellation” and “Allow Reschedule” in Calendar Settings. For other calendar types, rescheduling options are based on specific settings.

Q: What is the “Primary Owner” in Collective Booking?

A: The Primary Owner leads appointments in Collective Booking. They cannot be deleted but can be changed by assigning another team member as the primary owner in advanced settings.

Q: How does a Round Robin Calendar distribute appointments?

A: It distributes appointments based on team member availability. If one team member is unavailable, the system moves to the next available member.

Q: How can I connect multiple facebook & Instagram accounts in the account settings?

A: You cannot connect multiple facebook or instagram accounts in the account settings. You can connect multiple social media accounts in the social media planner.

Q: How can I connect multiple facebook & Instagram business pages in the account settings?

A: To connect multiple pages you would need to ensure that you are the admin of the additional pages. For instagram you would need to ensure your account is a business account.

Q: I’m trying to add my testimonial to the customer discussion inside my community group, but I can’t seem to add pictures. Can you help with this?

A: This issue might be due to the image you’re trying to upload not being of a supported file type. Please ensure the file is either an SVG, PNG, JPG, or GIF with a maximum resolution of 800x400px.

Q: How can I connect an add to cart button to the product details page?

A: First, set up your products under Payments > Products. Once your products are added, go to Sites > Website and edit your website page. Click the plus icon at the top left, then select Store. This will add the store pages with the desired store and cart functionality, which you can customize to fit your needs.

Q: How can I set up multiple businesses in my account?

A: To set up multiple businesses, you would need to purchase another account. This lets you manage them independently with their own settings, contacts, and workflows. It is still possible to run multiple businesses in one account with some limitations, like being able to send emails through only one sending domain.

Q: I am having a “Multiple A records found” error while connecting my domain.

A: If you are seeing the Multiple A records conflict that means your domain might be connected somewhere else, you might have to discoonect it from the previous website and then try connecting the domain here.

Q: Where do I find the number of calls I made each day?

A: To view the call logs, go to the Reporting section in the main navigation menu on the left, then click on the ‘Call Report’ tab in the top ribbon. This will provide you with a comprehensive overview of the calls.

Q: I need help with my funnel, I need to know how to set up my freebie to capture emails and to set up an email to have the freebie automatically sent to their email provided?

A: Start by creating a landing page with a clear call-to-action where visitors can sign up to receive your freebie. Add an email capture form to the page, requesting the visitor’s name and email address. Next, create a new workflow with the “Form Submitted” trigger and link it to your email capture form. Finally, add the “Send Email” action step to the workflow, attaching the freebie, and publish the workflow.

Q: How do I change the name that appears in an automated text message in a workflow?

A: Go to the automation section and edit the workflow you’ve set up for the automated text. Next, search for the “Send SMS” action and click on it. On the right, you can edit the text message content. Modify the name to the desired output or use a custom field to automatically fill in the name.

Q: I would like to know how to create a smart list that includes multiple zip codes?

A: To create a smart list that includes multiple zip codes, start by navigating to the smart list section of your platform. Next, create a new smart list or filter and add a filter for the “Zip Code” field. You will have the option to include multiple zip codes by using an “OR” condition. Click on the ”+ OR” button and select “Zip Code” again to add the second zip code. Repeat this process for all the zip codes you wish to include. Finally, save the smart list, and it will include contacts from all the selected zip codes.

Q: How can I enable conversation AI in the chat widget to automatically book appointments in my calendar?

A: For this you first have to set up a conversation booking bot and connect it to the chat widget. The bot can then look into your calendar and appropriately help the user book an appointment..

Q: How can I have my sample dashboard as my default dashboard?

A: To set up a dashboard as the default, Navigate to Dashboard and select the dashboard you wish set as the default one. Next, click the three-dot menu on the top right corner and select “Set as default Dashboard”.

Q: Where do I designate a digital product?

A: To create a digital product, start by creating a new product in your account Under Payments > Products. Fill in the details and hit Save. Once the product is created, go back to the product editor, navigate to the Pricing tab, and click on the product in this section. Change the product type from Physical to Digital under the Shipping and Delivery section. Then, upload the PDF of the Ebook to the product. Finally, once everything is set up, save the product.

Q: how can I create a custom website with blogs ?

A: Use the drag-and-drop website builder to design your site, then go to the Blogs feature in the Sites section. Create a new blog or use a template, set the name, domain, slug, and description, then start adding posts with text, images, videos, maps, or custom code. You can customize layouts, publish immediately, schedule, or save drafts. Domains are managed in the site settings, and you can choose which page opens by default giving you a fully functional blog section on your custom website.

Q: When I try to open the page url it goes to the wrong page, and not the landing page. How do I make it go to the landing page instead?

A: It seems that your default page is not currently set to the landing page. To set your desired landing page as the default for your URL, go to Settings > Domain and click on Manage next to the domain you want to configure. Then, click on the three dots for the configured funnel and select Edit. From there, you can choose and set your preferred default page for the domain URL.

Q: How do I add my email domain?

A: To add your dedicated email domain, go to Settings > Email Services > Dedicated Domain. Click Add Domain, enter your domain, and click Verify. You’ll be prompted to add DNS records in your DNS provider (e.g., GoDaddy, Cloudflare). After adding the records, return to the dedicated and IP screen and click Verify Records again. Once verified, your domain will be approved.

Q: How can we set up different business profiles?

A: You can only set up one business profile per account. If you’d like to manage multiple business profiles from different accounts, you’ll need to connect with the billing team. However, if you want to manage different businesses from one account, you can do so by creating separate pipelines, workflows, and websites. Let us know what exactly you need.

Q: I have purchased my domain from {{company.name}} how can I connect this to my website or funnel?

A: You can navigate to Setttings → Domains → Purchased domains and click on configure and select the record type and add records, once added , select the website and funnel which you want to connect with the domain.

Q:can you make multi-page forms?

A:Yes absolutely, you can create multi page forms, but we do have an option for the surveys, which can serves the same purpose as multi page forms, with easy setup, however if you still want to go with multi page forms, here are the steps that you can follow:

First create multiple forms separately by going into sites tab - form builder.

Once you have created the forms, you will need add the form 2’s url into the submission for form 1 by going into the form 1’s builder - settings - On Submit.

This way whenever the customers submit the form 1, they will be redirected to form 2.

Q:How do I know when someone has filled out my inquiry form?

A: You can set up an email notification for whenever the form is submitted by going into the sites tab - form builder - choose the form you want to receive the notification for - click on it and then click on the bell icon on the top left corner of the form editor - you will be able to set up the email notification there.

Q: How do I turn off Make SMS compliant by adding a sender information?

A: To turn off “Make SMS compliant by adding sender information”, navigate to Settings > Phone Numbers. Next, click on Advanced Settings in the top ribbon and then select the “SMS Compliance” tab. Here you can uncheck the box to disable this feature.

Q: How can I build my website without making it live?

A: To continue working on your website without making it live prematurely, go to your website builder and click on the settings tab. Then, check the domain section to ensure your domain is not connected. If it is, simply remove the domain and save your changes.

Q: How can I add my email domain? I’ve purchased the domain from {{company.name}}?

A: To add your email sending domain purchased from {{company.name}}, navigate to Email Services in Settings → Dedicated Domain and IP. Add your subdomain there. Once added, you’ll see some records. Copy those records and go to Settings → Domains → Purchased Domains, then add the records there.

Q: How do I turn off SMS opt out messages?

A: To turn off SMS opt out messages, navigate to Settings > Phone Numbers. Next, click on Advanced Settings in the top ribbon and then select the “SMS Compliance” tab. Here you can uncheck the box that says “Make SMS compliant by adding an opt out message”, to disable this feature.

Q: In my checkout page Paypal is not showing up , how to fix it?

A: Please make sure that the integration is setup correctly under payments tab → Integrations, Reintegrate paypal and make sure your are currently in that location where paypal is available.

Q: There seem to be only 4 different options for course customization. Where can I find more options?

A: We currently offer 4 themes for courses, and you can customize them to best suit your needs. To do this, navigate to Membership → Product, select your product, and click on Customize. From there, you can choose a theme and customize it accordingly.

Q: How can I get a calendar link to send in an SMS through automation?

A: First, go to the calendar settings and find the calendar you want to copy the link for. Click the “Share Calendar” button on the right, then click the “Copy” button. Once you’ve copied the calendar link, head to the desired automation, verify that the trigger is set up correctly, and add the link to the SMS body in the SMS action step.

Q: How to create a workflow to send out monthly reminders?

A: Create a new workflow and add the appropriate trigger, such as “Contact Created.” Next, add the first action as “Set Event Start Time” and configure it. Choose “Specific Day” as the type, then select “Current Day of Month” and set it to the desired date. Afterward, add a wait step, typically for 29 days, followed by your reminder SMS or email step.

Q: How do I remove contacts from my smartlist or active clients?

A: Navigate to the smart list from which you want to remove contacts. Then, select the contacts you wish to remove by checking the box next to their names. Once all the contacts are selected, click the trash can icon on the top ribbon to delete them.

Q: How to turn off Recaptcha from Surveys?

A: First, head over to the “Sites” tab → “Survey.” In the builder, find that RECAPTCHA element and remove it from there, don’t forget to save your changes, and you’re all set.

Q: How can i transfer my website from canva to {{company.name}}?

A: We don’t have an option to directly transfer a website from Canva. However, you can manually save the assets (content, images, videos, etc.) and recreate the website here.

Q: Where is the calendar’s HTML code located?

A: To copy your calendar’s embed code. Navigate to the “Calendars” tab and select “Calendar Settings.” There, you’ll see an option to “Share Calendar,” where you can get the HTML or embed code you need.

Q: How do I duplicate a product and give it a different price?

A: First, go to the Payments section in the left sidebar, then select ‘Products’ from the top ribbon. Locate the product you want to duplicate, click the three dots on the right side, and choose ‘Duplicate.’ You can then customize the duplicated product according to your needs.

Q: Why are my social media posts marked as “in review” after I create them?

A: When your social media posts display an “in review” status, it means they’ve been scheduled for approval within Social Planner. This feature allows you or a team member to review and approve posts before they are published, ensuring content quality and brand compliance. To resolve this, check if the posts are awaiting approval from a designated user or team member. Once approved, they’ll be published as scheduled. You can manage and track these posts by navigating to Marketing > Social Planner and reviewing the approval status there.

Q: How do I reconnect Calendly to my account?

A: Go to ‘Calendars’ and click on ‘Calendar Settings.’ In the settings menu, select the ‘Connections’ tab from the top ribbon. Under ‘Connected Calendars,’ click ‘Add New’ and choose ‘Calendly.’ Log in with your Calendly credentials and grant access to complete the integration.

Q: How to add an “Add To Google Calendar” link to a funnel?

A: To do this, add the calendar widget to your funnel and link it to your desired calendar. Once a user books an appointment, they will have the option to add it to their Google Calendar.

Q: Where can I check the A2P campaign approval status?

A: To check the status of your A2P campaign approval, go to the Settings menu in the left sidebar and click on ‘Phone Numbers.’ Then, click on the ‘Trust Center’ button in the top ribbon. Your A2P campaign status will be displayed here.

Q: Where is the Automation section to set up my workflows?

A: The Automations section, where workflows can be created and edited, is located in the main navigation menu on the left. If you don’t see it, try scrolling down the menu or zooming out on the page.

Q: How can I edit the dashboard that members will see after they login to the client portal?

A: At the moment, you can only customize the branding of the login page for your client portal by navigating to Sites > Client Portal Settings > Branding. The dashboard your clients see after logging in to access their courses is standardized.

Q: Am I charged for each A2P campaign registration that is failed?

A: Yes, failed A2P 10DLC campaign registrations are still charged, as our vetting partner applies a fee for every registration attempt, regardless of whether it is approved or rejected. To avoid unnecessary costs, please ensure that all required compliance details and documentation are accurate and complete before reapplying.

Q: How to have opt-in calls and text transferred to opportunities in pipelines?

A: To transfer opt-in calls and texts to opportunities in pipelines, go to Automation, then select Workflows. Create a new workflow and set the trigger to ‘Customer Replied.’ Add a filter for ‘Reply Channel’ and select either SMS or Call as the reply channel. Finally, add the action ‘Create/Update Opportunity’ in your contact to the desired pipeline stage.

Q: How can I switch the payment mode from test mode to live for my calendar bookings?

A:Navigate to the Calendar settings and select the calendar you want to update. In the calendar editor, go to the ‘Forms and Payments’ tab and scroll down to the Payments section. You’ll find the toggle here to switch from test mode to live.

Q: How can I change the currency of existing opportunity values and charts?

A: It’s not possible to change the currency of existing values. However, you can update the currency in the Business Settings, and any newly created products and opportunities will reflect the new currency.

Q: How can I manage users in my client portal?

A: To manage users in your community groups (client portal), navigate to the “Members” tab within the community group in your client porta, there you can ban, remove and change roles of the users.

Q: How can I add multiple subaccounts?

A: For that you need to reach out to our billing team directly as they will help you with that.

Q: How can i access to call recordings?

A: To access the call recordings, Navigate to the Reputation tab → Call reports and there you will find the recordings.

Q: Do customers receive receipts when they book a paid appointment?

A: Yes, they receive receipts when they book a paid appointment.

Q: How to resolve error code 400 when saving a form?

A: This means the server couldn’t process your request due to a client-side issue. Try clearing your browser Cache and Cookies and or try a different browser. Check all required fields in your form and ensure each has a label, even if you’re using a placeholder.

Q: How do I find the email I sent to a client a few months ago?

A: Navigate to the Contacts section from the left side menu, and search for your client’s contact. Click on the contact to open the conversation history in the middle section. Scroll up to the desired date to locate the email.

Q: How do I cancel the membership of a contact?

A: Navigate to the Contacts section and open the contact whose membership access you wish to revoke. In the contact details section on the left pane, scroll down to the ‘Client Portal’ section. Here, you can remove access to courses and communities for this contact.

Q: How to create collections and add products to a collection?

A: Navigate to the Payments section from the left sidebar, then hover over the Products tab in the top ribbon and select “Collections”. Here, you can set up a new collection and give it a name. Once the collection is created, go to the Products section and edit the product you wish to add. In the editor, toggle on the “Include in Online Store” option and scroll down to find the section where you can add the product to the collection you created earlier.

Q: Where can I enter my Meta Pixel ID on my website?

A: First, grab the Pixel code from Facebook for manual installation. Next, go to Sites and open the website or funnel where you want to add the Meta Pixel ID. Click on the Settings tab, paste the Pixel code in the “Head Tracking Code” section, and save the changes.

Q: How can I add my logo next to my website in search engine results, such as Google?

A: To set your logo as a favicon for your website, start by navigating to Media Storage from the left menu and uploading your logo. Then, click the three dots on the uploaded image and select ‘Get Link.’ Next, go to the ‘Sites’ section and click on your website, followed by the ‘Settings’ tab. Paste the copied link into the ‘Favicon URL’ field and click ‘Save.

Q: How can I view the list of enrolled members in a course?

A: To view the list of enrolled members in a course, navigate to ‘Memberships.’ In the top ribbon, go to ‘Courses’ and select ‘Analytics.’ On the Analytics page, choose ‘Members Analytics’ and apply the filter for the specific course. This will list the members that have access to that course.

Q: How can I clone one of my funnel pages?

A: To clone a funnel step, go to the desired funnel and select the step you want to clone. At the bottom right corner, you’ll see a button labeled ‘Clone Funnel Step.’ Click the button and choose the destination funnel where you want to clone this step or page.

Q: How to send a text message to a contact?

A: Go to the Contacts section, search for the desired contact, and click their name. In the middle of the page, you’ll see the conversation history, with the option to send a text message just below it.

Q: How can I use different Conversation AI bots based on user tags?

A: Create a new workflow and set the contact tag as the trigger. Then, add the action ‘Update Conversation AI Bot and Status’ to assign the desired bot. Finally, save and publish the workflow.

Q: How to check if canceled memberships were manually canceled by users or automatically canceled by the system?

A: Go to the Payments section and click on the Subscriptions tab in the top ribbon. Find the user’s subscription and click the three dots on the right, then select ‘View’ to see the subscription details. You can check here to determine whether the cancellation was manual or automatic. Additionally, check the ‘Product Pricing’ section to see if the ‘Number of Payments’ field is populated. If it is, the subscription was automatically canceled after reaching that number of payments.

Q: How to add wallet balance for SMS, calls and emails?

A: If your wallet balance is low and you need to recharge, go to Settings, then select the Billing section from the left menu. Click on the Wallet and Transactions tab, then select ‘Add Balance.’ Follow the prompts to recharge the desired amount.

Q: How do I find and download saved voicemails in the system?

A: Go to the Reporting tab and select Call Reporting.

Scroll to the right and click the arrow down button to expand each call record.

Here, you can play, download, or copy the voicemail recording as needed.

Alternatively, you can:

Click on the contact’s name in the Conversations page to listen to and download voicemail recordings associated with that contact.

Tip: Ensure call recording is enabled for your numbers to capture voicemails.

Q: How can I make the header on my site appear on all pages without having to create it each time?

A: To make the header appear on all pages, create it as a global section. In the page editor, click the layers button next to the plus icon at the top left. Locate the header, click the three dots next to it, and select “Save Section” as a global section.

Q: How can I run SMS campaigns in sequences and customize them for specific groups?

A: To run SMS campaigns in sequences and customize them for specific groups, go to the “Automation” section, create a new workflow, and add a trigger such as “Contact Tag.” Then, select “Send SMS” as an action, design your SMS campaign, and structure it by adding actions like “Wait” and “Send SMS.” You can also add conditions like “If/Else” to adjust the sequence based on user responses.

Q: How can I find the information a customer filled out in a questionnaire?

A: Navigate to “Sites” and hover over the “Forms” button in the top ribbon, then select “Submissions.” From there, choose the form from the dropdown menu in the top left to view all submissions.

Q: How can I prevent an automatic SMS from being sent to a new client who accidentally calls my number?

A: Navigate to “Phone Numbers,” click on “Advanced Settings” in the top ribbon, and select the “Voicemail & Missed Call Text Back” tab. Uncheck the option to disable the missed call text back. If it’s already unchecked, go to the “Automation” section and check for any workflows triggered by missed calls, then disable them.

Q: How can I move the leads into Won, Lost, Abandoned?

A: 1 - Go to the Opportunities/Leads section in your system.

Find and open the lead you want to update.

Change the status field to “Won”, “Lost”, or “Abandoned” as appropriate.

2 - Drag & Drop :

In the pipeline or board view, drag the lead card to the desired status column (Won, Lost, Abandoned).

3 - Automate with Workflows:

Set up an automation/workflow to update the lead status based on specific actions or triggers (e.g., after a deal is closed, mark as “Won”).

Note: The available statuses are typically fixed and cannot be renamed or changed. You can only select from the standard options provided by your system.

Q: How to add custom associations like spouses, buyers, sellers, etc in contacts?

A: Go to Settings → Object → Create Association. Choose the association label, fill in the details, and then use the “Associations” tab in the contact details to add the custom association we created under objects.

Q: How to edit the button link on my website?

A: Click on the button in funnel/website builder and edit the link details in button settings.

Q: How can I prevent users from downloading my videos in the membership course?

A: The videos in the membership course are already restricted, so users cannot download them. Thank you!

Q: How can I find my Round Robin calendar?

A: Go to the Calendar section in the left menu and click on ‘Calendar Settings’ in the top ribbon. Use the filter option to find the calendar, and set the type to ‘Round Robin’ in the search section to narrow your results.

Q: Are coupon codes case sensitive?

A: Coupon codes are not case sensitive, the system will automatically convert all coupon codes to uppercase. Users can enter a coupon code in any combination of upper or lower case letters, and it will still be accepted as valid.

Q: Can coupon codes contain spaces or special characters?

A: No, spaces and special characters are not supported when creating coupon codes.

Q: What types of coupons can I create?

A: You can create two types of coupons:

Percentage Coupon: Offers a percentage-based discount on an order value.

Fixed Coupon: Offers a fixed discount regardless of order value.

Q: Can I limit coupon usage?

A: Yes, you can limit the total number of times a coupon code can be redeemed and restrict coupons to selected products.

Q: How are coupon discounts applied to orders?

A: For cart-level discounts, the discount is distributed across all products according to their value. For product-specific discounts, the discount applies only to selected items.

Q: Where can I see coupon application details?

Coupon application details are visible in the order details as a line item alongside individual products.

Q: Will the coupon text box appear automatically on order forms?

A: Yes, the coupon text box will appear automatically in order forms unless you disable it.

Q: Can customers get 100% off with a coupon?

A: Yes, customers can redeem a coupon code for 100% off the cart value, but they will still need to enter their card details for verification.

Q: How can we import contacts from mailing list?

A: Step 1: Go to the ‘Contacts’ tab in the main menu.

Step 2: Click on the import contacts button in the action bar under Smart Lists area.

Step 3: Choose your file and make sure it’s in CSV format.

Step 4: Map your columns correctly so that your data fields align properly.

Step 5: Once everything looks good, start the upload.

Pro tip: we would suggest that you add the tags to all of the new contacts that you are uploading so it will be easier to differentiate the new and old contact list.

Q: What are the custom fields or merge fields I can use in the system?

A: Contact Merge Fields:

Full Name: {{contact.name}}

First Name: {{contact.first_name}}

Last Name: {{contact.last_name}}

Email: {{contact.email}}

Phone: {{contact.phone}}

Phone (Raw Format): {{contact.phone_raw}}

Company Name: {{contact.company_name}}

Full Address: {{contact.full_address}}

Address Line 1: {{contact.address1}}

City: {{contact.city}}

State: {{contact.state}}

Postal Code: {{contact.postal_code}}

Time Zone: {{contact.timezone}}

Date of Birth: {{contact.date_of_birth}}

Source: {{contact.source}}

Website: {{contact.website}}

User Merge Fields:

Full Name: {{user.name}}

First Name: {{user.first_name}}

Last Name: {{user.last_name}}

Email: {{user.email}}

Phone: {{user.phone}}

Phone (Raw Format): {{user.phone_raw}}

Signature: {{user.email_signature}}

Calendar Link: {{user.calendar_link}}

Appointment Phone: {{appointment.user.phone_raw}}

Twilio Phone: {{user.twilio_phone_number}}

Twilio Phone (Raw Format): {{user.twilio_phone_number_raw}}

Appointment Merge Fields:

Title: {{appointment.title}}

Start Date & Time: {{appointment.start_time}}

Start Date: {{appointment.only_start_date}}

Start Time: {{appointment.only_start_time}}

End Date & Time: {{appointment.end_time}}

End Date: {{appointment.only_end_date}}

End Time: {{appointment.only_end_time}}

Day of the Week: {{appointment.day_of_week}}

Month Name: {{appointment.month}}

Time Zone: {{appointment.timezone}}

Cancellation Link: {{appointment.cancellation_link}}

Reschedule Link: {{appointment.reschedule_link}}

Meeting Location: {{appointment.meeting_location}}

Notes: {{appointment.notes}}

Add to Google Calendar: {{appointment.add_to_google_calendar}}

Add to iCal & Outlook: {{appointment.add_to_ical_outlook}}

Assigned User Full Name: {{appointment.user.name}}

Assigned User First Name: {{appointment.user.first_name}}

Assigned User Last Name: {{appointment.user.last_name}}

Assigned User Email: {{appointment.user.email}}

Assigned User Phone: {{appointment.user.phone}}

Assigned User Phone (Raw Format): {{appointment.user.phone_raw}}

Assigned User Signature: {{appointment.user.email_signature}}

Assigned User Twilio Phone: {{appointment.user.twilio_phone_number}}

Calendar Merge Fields:

Name: {{calendar.name}}

Campaign Merge Fields:

Event, Date, Time: {{campaign.event_date_time}}

Event Date: {{campaign.event_date}}

Event Time: {{campaign.event_time}}

Message Merge Fields:

Message Body: {{message.body}}

Message Subject: {{message.subject}}

Account Merge Fields:

Name: {{location.name}}

Full Address: {{location.full_address}}

Address Line 1: {{location.address}}

City: {{location.city}}

State: {{location.state}}

Country: {{location.country}}

Postal Code: {{location.postal_code}}

Email: {{location.email}}

Phone: {{location.phone}}

Phone (Raw Format): {{location.phone_raw}}

Website: {{location.website}}

Logo URL: {{location.logo_url}}

Owner First Name: {{location_owner.first_name}}

Owner Last Name: {{location_owner.last_name}}

Owner Email: {{location_owner.email}}

Right Now Merge Fields:

Second: {{right_now.second}}

Minute: {{right_now.minute}}

Time (24h Format): {{right_now.hour}}

Time (AM/PM Format): {{right_now.hour_ampm}}

AM/PM: {{right_now.ampm}}

Day of the Week (Extended English): {{right_now.day_of_week}}

Month Name: {{right_now.month_name}}

Day: {{right_now.day}}

Month: {{right_now.month}}

Month (Extended English): {{right_now.month_english}}

Year: {{right_now.year}}

Date (MM/DD/YYYY): {{right_now.middle_endian_date}}

Date (DD/MM/YYYY): {{right_now.little_endian_date}}

Attribution Merge Fields:

First Attribution Session Source: {{contact.attributionSource.sessionSource}}

URL: {{contact.attributionSource.url}}

Campaign: {{contact.attributionSource.campaign}}

UTM Source: {{contact.attributionSource.utmSource}}

UTM Medium: {{contact.attributionSource.utmMedium}}

UTM Content: {{contact.attributionSource.utmContent}}

Referrer: {{contact.attributionSource.referrer}}

Campaign ID: {{contact.attributionSource.campaignId}}

FB Click ID: {{contact.attributionSource.fbclid}}

Google Click ID: {{contact.attributionSource.gclid}}

UTM Keyword: {{contact.attributionSource.utmKeyword}}

UTM Match Type: {{contact.attributionSource.utmMatchType}}

Ad Group ID: {{contact.attributionSource.adGroupId}}

Ad ID: {{contact.attributionSource.adId}}

Latest Attribution Session Source: {{contact.lastAttributionSource.sessionSource}}

URL: {{contact.lastAttributionSource.url}}

Campaign: {{contact.lastAttributionSource.campaign}}

UTM Source: {{contact.lastAttributionSource.utmSource}}

UTM Medium: {{contact.lastAttributionSource.utmMedium}}

UTM Content: {{contact.lastAttributionSource.utmContent}}

Referrer: {{contact.lastAttributionSource.referrer}}

Campaign ID: {{contact.lastAttributionSource.campaignId}}

FB Click ID: {{contact.lastAttributionSource.fbclid}}

Google Click ID: {{contact.lastAttributionSource.gclid}}

UTM Campaign: {{contact.lastAttributionSource.utmCampaign}}

UTM Keyword: {{contact.lastAttributionSource.utmKeyword}}

UTM Match Type: {{contact.lastAttributionSource.utmMatchType}}

Ad Group ID: {{contact.lastAttributionSource.adGroupId}}

Ad ID: {{contact.lastAttributionSource.adId}}

Invoice Merge Fields:

Invoice Name: {{invoice.name}}

Invoice Number: {{invoice.number}}

Issue Date: {{invoice.issue_date}}

Due Date: {{invoice.due_date}}

Subtotal: {{invoice.sub_total}}

Discount Amount: {{invoice.discount_amount}}

Tax Amount: {{invoice.tax_amount}}

Total Amount Due: {{invoice.total_amount}}

Title: {{invoice.title}}

Invoice URL: {{invoice.url}}

Company Name: {{invoice.company.name}}

Company Phone: {{invoice.company.phone}}

Company Address: {{invoice.company.address}}

Company City: {{invoice.company.city}}

Company State: {{invoice.company.state}}

Company Country: {{invoice.company.country}}

Company Website: {{invoice.company.website}}

Company Logo URL: {{invoice.company.logo}}

Customer Name: {{invoice.customer.name}}

Customer First Name: {{invoice.customer.first_name}}

Customer Last Name: {{invoice.customer.last_name}}

Customer Phone: {{invoice.customer.phone}}

Customer Email: {{invoice.customer.email}}

Customer Company: {{invoice.customer.company}}

Customer Address: {{invoice.customer.address}}

Customer City: {{invoice.customer.city}}

Customer State: {{invoice.customer.state}}

Customer Postal Code: {{invoice.customer.postal_code}}

Sender Name: {{invoice.sender.name}}

Sender Email: {{invoice.sender.email}}

Card Brand: {{invoice.card.brand}}

Card Last 4 Digits: {{invoice.card.last4}}

Q: How can I make sure my calendar always displays appointments in my business’s timezone and doesn’t change to the viewer’s local timezone?

A: Go to Settings, select Company Profile, and check the box labeled “Disable Contact’s Timezone.” This will ensure all appointments are shown and booked in your business’s set timezone, regardless of where the user is located.

Q: Why do we use a Media Library, and what types of files does it help manage?

A: Files are data sets formatted in a special way and given a specific file extension (e.g., .png, .pdf, .txt). Products that use files have limits on the types and sizes they can read. For instance, a webpage builder might support a .png file but not an .svg, and it may process a 1MB file but not a 1GB one. The file extension identifies the type, while the file size might not always be immediately visible. Additionally, design limitations often require restricting a file’s display size—such as fitting a logo into a header. A file’s native resolution could also be a poor match for display size, leading to pixelation. For example, a 16px by 16px icon displayed at 500px by 500px will look pixelated, whereas an .svg file is resolution-independent and scales without losing quality. Files can be displayed in various ways, including alignment adjustments and settings like stretching, tiling, or cropping. These are style settings, not part of the file itself, but they work better with certain file types. That’s why HighLevel has a Media Library, helping manage files with their complexity.

Media Library Details

To access the Media Library, navigate to Media Storage > Folder/File.

Filename: A unique identifier for the file.

File Extension: A string at the end of the filename (e.g., .png) indicating the file’s encoding.

Publication Date: The date the file was added.

File Size: The memory space the file occupies, measured in kb, mb, or gb.

Dimensions: The file’s native width and height in pixels.

Per-product File Limits

Files can be uploaded through Forms by creating a Custom Value of type File Upload and also directly within media library.

Images

PNG: 100MB (Media Library), 10MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

JPEG: 100MB (Media Library), 10MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

GIF: 100MB (Media Library), 10MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

TIFF: 100MB (Media Library), 10MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

WEBP: 100MB (Media Library), 10MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

SVG: 100MB (Media Library), 10MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

ICON: 100MB (Media Library), 10MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Videos

AVI: 4GB (Media Library), 1GB (Social Planner), 4GB (Sites & Funnels), 5GB (Courses), 50MB (CV File Upload)

QuickTime: 4GB (Media Library), 1GB (Social Planner), 4GB (Sites & Funnels), 5GB (Courses), 50MB (CV File Upload)

MP4: 4GB (Media Library), 1GB (Social Planner), 4GB (Sites & Funnels), 5GB (Courses), 50MB (CV File Upload)

MPEG: 4GB (Media Library), 1GB (Social Planner), 4GB (Sites & Funnels), 5GB (Courses), 50MB (CV File Upload)

Ogg Video: 4GB (Media Library), 1GB (Social Planner), 4GB (Sites & Funnels), 5GB (Courses), 50MB (CV File Upload)

Windows Media: 4GB (Media Library), 1GB (Social Planner), 4GB (Sites & Funnels), 5GB (Courses), 50MB (CV File Upload)

WebM: 4GB (Media Library), 1GB (Social Planner), 4GB (Sites & Funnels), 5GB (Courses), 50MB (CV File Upload)

Audio

AIF: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

MIDI: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Windows Audio: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Ogg Audio: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

WebM Audio: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

MPEG: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

m4a: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Application

PDF: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Word: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Excel: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

PowerPoint: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Apple Numbers: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Google Sheet: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Google Doc: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Google Slides: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Text: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

ZIP: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

CSV: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Font

TrueType TTF: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

OpenType OTF: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

WOFF, WOFF2: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Contact

vCard: 100MB (Media Library), 100MB (Social Planner), 100MB (Sites & Funnels), 50MB (Courses, CV File Upload)

Q: My client would like to use two different credit card to pay this months subscription, is this possible?

A: To be able to add a different card on a clients subscription, you will need to go into the contact details by searching their contact in the Contacts tab, and then clicking on it.

Once you are in the contacts profile click on the “$” option visible on the right side of the contact profile. After you click on the payments option, please click on the “actions” button to add a new card on file so all of the new purchases are made through the new card.

Clicking on the “manage cards” option under Actions to either keep the previous card or delete it.

Q: How to resolve the error “the editor field is required.” when trying to send bulk sms to multiple contacts using an SMS snippet?

A: Kindly make sure all required fields are correctly filled out in your SMS configuration. Also, review the content of your SMS snippet. If it contains any links/links that have been shortened consider removing them, as they may sometimes cause issues.

Q: How to get notified when your admin team doesn’t respond to a text thread within a specific time without creating new automations?

A: This can only be done through an automation workflow. Create a new workflow and add the trigger “Customer Replied.” Next, add the action “Add Tag” and set up a tag like “Customer Awaiting Response.” Then, add a “Wait” step. In the wait step, set a condition and toggle on the timeout. Set the condition to “Tag does not include ‘Customer Awaiting Response’” and leave the branch empty. In the timeout branch, add the action to send an internal notification to you. Instruct your team to remove the “Customer Awaiting Response” tag every time they respond to a customer.

Q: How can I access the notification settings?

A: To access the notification settings, go to the settings menu of the navigation bar. From there, click on “My Profile.” In the My Profile section, you’ll find the “Notifications” tab in the top ribbon, where you can customize your notification settings.

Q: How can I resolve the issue where the buttons are being blocked by other elements, preventing me from being able to see or click on it?

A: Check if your browser window is maximized or use the scroll bar to see if it makes the buttons visible. You can also try to zoom out of the webpage to make the buttons visible.

Q: How can I add a custom message or “thank you note” when a user submits a form?

A: To add a custom message or “thank you note” when a user submits a form, first go to the Sites tab and enter the Form Builder. Then, select the specific form you want to update. Next, click on the Settings tab, and in the “On Submit” section, choose “Message” from the dropdown menu. Finally, type in your custom message and save your changes.

Q1: Why is my Google Business Profile not appearing on the dashboard?

A: Ensure your Google Business Profile is properly connected in your integrations or settings area.

Check that you have the necessary permissions to view Google Business Profile data. Sometimes, permissions may need to be updated or reauthorized.

Make sure your Google Business Profile is verified and active. Unverified profiles may not display on the dashboard.

Q2: Why is my Facebook Ads report missing from the dashboard?

A: Confirm that your Facebook Ads account is connected in your integrations or settings area.

Verify that you have the correct permissions to access Facebook Ads data. Reauthorization may be required if permissions have changed.

Check that your Facebook Ad account is active and not restricted, as restrictions can prevent data from being displayed.

Q: How can I show my own domain for calendar booking links?

A: To display your own domain for calendar booking links, you need to set up a “Branded Domain.” First, go to Settings from the side menu and select Business Profile. In the General Information section, you’ll find a field to enter your branded domain. Enter your preferred sub-domain and click Add Domain. Once the domain is added and verified, your calendar links will use your custom domain.

Q: How do I change euros to usd in my pricing?

A: You can set the currency for each product individually. To do this, go to the “Payments” section in the main navigation menu, then select “Products.” Click on the product you want to update. In the pricing section, click “Add Another Price” to set the new currency. After saving the new price, you can delete the previous one with the incorrect currency.

Q: How do I increase that SMS limit of 100 texts per day? Why do I have a limit?

A: It seems you’re looking to send more than your SMS limit in Optima Funnels, Tina. Once you reach your daily limit of 100 texts, the system will pause for 24 hours before automatically upgrading your account to a higher limit. This gradual ramping helps to warm up your number, reducing the risk of it being marked as spam.

Q: How can I approve clients and prevent unwanted clients from booking on my calendar?

A: To approve clients and prevent unwanted ones from booking on your calendar, disable the Auto-confirm feature in your calendar settings. To do this, go to your calendar settings, open the editor, and navigate to the Forms and Payments section. From there, toggle off the Auto-confirm option. Additionally, you can set up workflows to send an email to clients informing them that their booking is not yet confirmed, and another workflow to notify them once their appointment has been confirmed. This ensures better control over client bookings.

Q: How can I make my business name appear on caller ID instead of the phone number when making outgoing calls?

A: To display your business name on caller ID, you need to set up a verified Caller ID. Start by navigating to ‘Settings’ and then selecting ‘Phone Numbers.’ Click ‘Add Number’ and choose ‘Add Verified Caller ID.’ Follow the prompts to complete the setup. Next, click the three dots next to the number you want to enable this feature for and select ‘Edit Configuration’. In the settings, check the box labeled ‘Use verified number as Caller ID for outbound calls.’

Q: How can I set up my phone number to know the contact’s name when an inbound call is forwarded to my cell phone?

A: To know the contact’s name when an inbound call is forwarded to your cell phone, you can use the ‘Call Connect’ feature along with the ‘Whisper Message’ feature. First, go to ‘Settings’ and select ‘Phone Numbers.’ Click the three dots next to the number you want to enable this for and choose ‘Edit Configuration.’ Then, check the boxes for ‘Enable Call Connect’ and ‘Whisper Message.’ In the ‘Whisper Message’ text box, enter ‘Call from {{contact.name}}’ and save the settings. Now, when an inbound call is forwarded to your cell, a robotic voice will announce the caller’s name if they are in your contact list.

Q: How can we check if our phone number is set to Low Volume Standard or High Volume Standard?

A: To check, navigate to Settings → Phone Number → Trust Centre → Campaigns(SMS). There, you can see whether the registered campaign is marked as Low Volume or High Volume.

Q: How do I transfer an existing website here?

A: At the moment, WordPress websites can only be transferred using the WordPress plugin. For websites hosted on other platforms, you would need to recreate the site using our site builder. Alternatively, you can keep your website on its current platform while integrating forms, calendar widgets, chat widgets, and other features to take full advantage of the automation and tools available on our platform.

Q: How do I display a discounted product price with a strikethrough on the old price in system?

A: Go to your product management section and select the product you want to edit.

Navigate to the Pricing tab.

In the pricing section:

Enter the original (higher) price in the Compare-at Price field.

Enter the new (discounted) price in the Price field.

Save your changes.

The product page will now automatically display the original price with a strikethrough next to the new price.

Q: How can participants in the Membership program be prompted to automatically retake quizzes until they achieve the required passing grade?

A: To set this up, go to Membership > Courses, open the course product, and add an assessment. You’ll find an option to set passing marks. Once you’ve done that, lock the assessment and include a note in the description stating that participants must retake the quiz until they pass. They will only be able to proceed to the next lesson or category once they pass the quiz.

Q: Can I create my own product handle when creating a product?

A: Yes, you can set your own custom product handle when creating a product. In the product setup, under the search engine listing or SEO settings, there’s a field where you can define the handle, which becomes the product’s unique URL slug.

Q: How do I turn off an automation workflow?

A: To turn off the automation workflow, go to the Automation section of your platform and locate the specific workflow you want to turn off. Open the workflow, and you’ll find a switch or toggle at the top to change its status from “Published” to “Draft.” Make sure you save the workflow after making this change.

Q: How do I bulk update contacts to assign users or followers?

A: To do this, first create a workflow with the action step “Assign to User” and select the desired user. Save the workflow, then go to the Contacts section. Select the contacts you want to update, click the “Add to Workflow” button, and choose the appropriate workflow.

Q: How can I retrieve a value and save in a custom field from the URL we get through inbound webhook?

A: To get the value saved in a custom field from the URL in the inbound webhook payload, use the Text Formatter action in your workflow. Select Split Text, choose the specific URL and the relevant segment, then in the next step, update the custom field with the result from the previous action.

Q: How can I find the automated email that gets sent out immediately after a quiz/form submission?

A: If the email is sent from a workflow, search for the contact and locate the email in the conversation. Then, click on the three dots on that thread, and you’ll see a link to the automation from where it was sent out. Click on it, and it will take you to that automation, locate the email action to find it.

Q: Contacts are being duplicated instead of updating the existing contact when someone books an appointment. How can I resolve this?

A: Go to Settings → Business Profile and check if the “Duplicate Contacts” option is enabled in Contact Deduplication Preferences section, Also, ensure that the same email or phone number is used when booking the appointment.

Q: How can I track people who watched at least 90% of a video in a workflow?

A: Start by editing an existing workflow or creating a new one. Click on “Add New Trigger” and select Video Tracking from the Events section in the Workflow Triggers menu. In the Trigger setup menu, click on “+ Add Filters” to expand the Filters section. Set the Video Duration (%) filter to require that leads watch at least 90% of the video. Use the logic option “Greater than or Equal to 90” to configure this filter. This setup will allow you to track leads who have watched 90% or more of your video. You can then add actions, such as tagging those contacts or moving them to a specific stage in your pipeline.

Q: How can I add an automatic disclaimer/ message on our texts to clients?

A: You can create text snippet from Marketing tab → Snippet, and add those on the end of evey message or save the disclaimer/message in a custom value and put that value in every message.

Q: How can I add the same header section from one page to another in the website/funnel builder?

A: To add the same header section to another page, you can either save the section as a Global Section or Template in the Site Builder, then navigate to your saved sections when creating new page and drag and drop it from it there. Alternatively, you can copy the entire page, delete the other sections, and keep the header section that you want to reuse on the new page.

Q: Where can i create snippets?

A: To create snippets, Please navigate to the Marketing tab → Snippets → Click on Add snippet button and chose whether you want to create an email or sms snippet.

Q: While sending an SMS snippet to a bulk of contacts, it’s showing “Editor field required” and the send button is greyed out. How can I resolve this?

A: To resolve this issue, simply edit the snippet by adding a space in the editor field before sending. This should remove the error and enable the send button.

Q: How do I resolve an AAAA conflicting record when adding a domain?

A: To resolve the AAAA conflicting record, go to the DNS settings in your domain provider (e.g., Cloudflare, GoDaddy, etc.). Once there, locate the AAAA records and remove them to avoid conflicts with your DNS records. Afterward, add your correct records and verify them again.

Q: How can I process refunds for my clients?

A: To process a refund, go to the Payments tab → Transactions, click the three dots next to the contact you want to refund, and select Request Refund.

Q: How can I fix the issue where my high-resolution hero images look great in the backend but appear pixelated on mobile and desktop after publishing in my Funnel?

A: To fix the pixelation issue with your hero images, first, ensure the image size matches the recommended dimensions to avoid distortion. Use the “Full Center” option to keep the image in place without stretching, or “Fill” to make it cover the screen. If the image still looks off, the aspect ratio might be incorrect. Additionally, turn off image optimization by going to Sites > Funnel Settings and toggling off the optimization to preserve image quality.

Q: How can I resolve the “Error 1000: DNS points to prohibited IP” issue?

A:Log in to your domain provider and check for conflicting A records in your DNS manager. Make sure there is only one A record pointing to a single IP address for your root domain, as multiple A records could be causing the issue.

Q: How can I edit only the desktop version of my website or funnel?

A: To edit an element or section specifically for the desktop version of your site, go to “Sites” and open the page editor for your site or funnel. Select the section you want to modify, then in the settings menu on the right, go to the “Styles” tab. Under the “Visibility” section, uncheck the mobile option to make the section visible only on the desktop version.

Q: How can I get details on email and SMS charges under billing?

A: Navigate to the “Billing” tab under Settings. From there, go to “Detailed transactions.” In the Detailed transactions section, you can apply filters to generate specific billing reports and export them.

Q: How can I send an email to my list that includes a calendar link for a workshop, so it gets saved to their calendar with a reminder?

A: To achieve this, first create a calendar for the workshop by setting up a class booking calendar. Define the available time slots for the workshop and block any extra slots. Then, copy the link to that calendar and send it manually via email or create a workflow with an email action to automatically send the calendar link to your contacts along with the reminder notifications.

Q: Why are emails still being sent to invalid contacts even after enabling email verification in Business Settings?

A: Please check if the email verifier setting is enabled in your Business Profile. Review the contacts marked with invalid emails and try re-verifying them from the contact record. Then, resend the email and check for any specific error messages, this will help identify if the issue is related to your dedicated domain or another setting.

Q: How can I download the order details?

A: To export your order details, go to the Payments tab → Orders. You’ll see an “Export in CSV” button at the top. Click it, and a CSV file with your order details will be sent to your email.

Q: How can I edit the sales receipt email for customers?

A: If you haven’t set up an automated workflow for sales receipt emails, go to Payments → Settings → Notification Settings to view the default sales receipt template for customers. If you’d like to customize it, you can create your own template under Marketing → Email Templates and select it for your notifications.

Q: How can I deactivate or remove a product to prevent people from purchasing it?

A: You can either delete the product from Payments → Products by selecting the product and clicking Delete, or remove it from your Funnel or Website under Product Settings where it was originally added. This will stop customers from being able to purchase it.

Q: How can I see statistics of my email campaigns?

A: To view the statistics of your email campaigns, navigate to the Marketing tab → Emails → Statistics. There, you’ll be able to see detailed metrics, including open rates, delivery rates, and the contacts involved in each campaign.

Q: How can I see contacts that are part of email campaigns?

A: To view the contacts that are part of email campaigns, navigate to the Marketing tab → Emails → Statistics. There, you’ll be able to see detailed metrics, including open rates, delivery rates, and the contacts enrolled in each campaign.

Q: How can I set up a discounted membership offer where customers pay a lower amount initially and then switch to the full price after a set period?

A: To set this up, first create a product with a setup fee reflecting the discounted amount you want to charge customers initially during the trial period. Set the trial period duration while product setup. After the trial, set the full price as the recurring charge for the membership. This will ensure customers are charged the discounted price upfront and then transition to the regular price automatically after the trial period ends.

Q: How do I update the default outbound email address?

A: To update the outbound email address, go to Email Services → Dedicated Domain and IP, click the three dots next to your domain setup, and update the header email. Make sure to use an email from the same domain. Alternatively, you can change the outbound email for individual messages in the Conversation tab by changing the “From Email” field while sending the email.

Q: If I transfer the membership community group to a new owner, will I still have access to manage it as an admin?

A: Yes, the ownership will be transferred to the new owner, but you’ll still retain admin access to the community group and can continue managing it as usual.

Q: How to set up auto-dialing for contacting leads?

A: First, create a new workflow and add the “Manual Action To Call” action. After saving and publishing the workflow, navigate to the Contacts section. Select all the leads you wish to add to the auto-dialing process, then click “Add to Workflow” and choose the workflow you just created. Next, go to the Conversations section, click on the Manual Actions tab, and select “Let’s Start” to initiate the auto-dialing.

Q: How do I add pixel tracking site wide?

A: First, obtain your tracking code from the service you’re using, such as Facebook or Google. Next, go to the “Sites” section and open the website or funnel you wish to track. Then, click on “Settings” and paste the code into the “Head Tracking Code” section. This will apply the tracking code site-wide. Finally, be sure to save your changes.

Q: How can I see which email addresses bounced so I can delete them from my contacts?

A: Navigate to the Settings section and select Email Services. On the Email Services page, click the Email Analytics tab. Then, click on the “Bounced” button to view all the bounced emails along with the recipient addresses. From there, you can manually search for these addresses in your contacts and delete them.

Q: My phone number shows that my A2P 10DLC registration is incomplete. Where can I complete it?

A: To complete your A2P 10DLC registration, start by going to “Settings” and clicking on “Phone Numbers.” Then, look for the “Trust Center” section, where you can view the progress of your A2P 10DLC registration or finish setting it up.

Q: How can i block and report spam/phishing emails?

A: We don’t have an option directly to report the spam emails, but you can put them on dnd so you cannot receive those email.

Q: I’m having trouble getting my phone number approved. It keeps getting rejected. Can you help?

A: Could you please confirm if you’ve submitted your A2P registration correctly, if you could share the reason for the rejection, we’d be happy to assist you further.

Q: How can I bulk remove contacts from a workflow?

A: To remove contacts in bulk from a workflow, edit the workflow and find the step where those contacts are staying. Click on ‘Action Statistics’ for that action, select the contacts you want to remove, and you’ll see an option to bulk remove them.

Q: How to “transfer in” a domain from another domain provider to this system?

A: To “transfer-in” a domain, navigate to Settings and click on the Domain section. From there, select “Purchase/Transfer Domain” and choose “Transfer-In Domain”. Enter the domain name you want to transfer and check its eligibility. Finally, follow the on-screen prompts to complete the transfer process.

Q: How do I set availability for specific dates on my calendar?

A: To set availability for specific dates on your calendar, navigate to the calendars section and open the calendar settings. Next, click the edit button next to the calendar you want to adjust. In the “Availability” section, click on “Booking Availability” and select “Custom Schedule” under the schedule options. From there, you can set both weekly hours and date-specific hours for the calendar.

Q: How do I track the number of clicks and sales that come from my landing page?

A: You can track this by navigating to the Stats tab when you open a website or funnel in the Sites tab. There, you’ll find detailed metrics such as the number of clicks, visits, and checkouts within the funnel.

Q: how do you improve seo for the site? is there somewhere to add keywords for a site or page?

A: Navigate to the Website/Funnel you want to optimize, open Your Page in the site builder, Access SEO Metadata Settings, Click on the SEO metadata icon at the top of the page, add Title and Description and fill out all details to optimze.

Q: How do I connect Instagram in Social Planner?

A: To connect Instagram in Social Planner, go to the Marketing tab, click on Social Planner, and connect your Instagram account directly from there.

Q: How can I forward inbound calls made to our phone number to multiple users within my account?

A: Go to ‘Settings,’ then ‘Phone Numbers.’ Click the three dots next to the desired phone number and select ‘Edit Configuration.’ In the configuration window, navigate to the ‘Call Forwarding’ tab and check the box labeled ‘Ring More Team Members.’ Next, use the dropdown menu to select all the users you want to forward inbound calls to. Finally, save your settings.

Q: How can I automatically add all new members to every discussion in my community, instead of doing it manually?

A: To achieve this, create an automation workflow. Go to the automation section and set up a new workflow. Set the trigger to something like “Contact Created” or “Tag Added.” Next, add actions such as “Grant Group Access” and “Grant Private Channel Access.” Finally, save and publish the workflow.

Q: The pop-up quiz on my website shows a title, but when I go to the builder to grab the quiz link, the title doesn’t appear. How can I make it look the same as my pop-up quiz?

A: To ensure the title appears consistently, open the quiz builder by navigating to Sites > Quizzes > Builder, then select your quiz. Add the same title text there as you did in your site builder pop-up settings.

Q: Where can I add the Meta Pixel code in my funnel?

A: To track the entire funnel, open your funnel, go to Settings, and paste your Meta Pixel code in the Header Tracking Code section, If you want to track specific pages, open the desired Funnel Step, click tracking code option on the top bar, and add your Meta Pixel code under the Header Tracking Code field for that page.

Q: Where can i find Conversations tab?

A: You can find conversation tab on the left menu bar.

Q: How do I clear my website’s cache?

A: To clear your website’s cache, Please Clear it through your browser’s settings (usually under “Privacy” or “History”).

Q: How can I build a funnel for my client where visitors take a quiz and then join an email list to receive their unique results?

A: To set up your funnel, first navigate to “Sites” and select “Quizzes” to create the quiz. Ensure you add the name and email fields in the quiz builder to collect the submitter’s email. After saving your quiz, go to your funnel editor and add the quiz. Finally, create an automation that triggers upon submission to send the user their unique results via email.

Q: How can I set up a drip content schedule for a membership product or course?

A: Navigate to “Memberships,” then “Courses,” and select “Products.” Edit the membership product for which you want to set up drip content. In the product editor, click the dropdown menu next to each module and select “Drip.” From here, you can specify the days or a specific date on which each module will be made available.

Q: How do I manually issue a course completion certificate to a contact?

A: Navigate to “Memberships,” then go to the “Credentials” tab. If you already have a certificate template, open the desired template and click the “Send” button in the top right corner. Fill in the necessary details and select the contact you want to send the certificate to.

Q: Where can I find saved documents sent to me by a contact via SMS?

A: Navigate to the “Contacts” section and search for the contact who sent you the document. Click on the contact to open their details. On the right-hand side, click the document icon to view the documents the contact has sent.

Q: How can I view the preview and stats of trigger links, including who clicked them?

A: You can copy the trigger link and include it in your SMS or email to send a test to yourself. When the link appears in the received SMS, click on it to check.

Additionally, you can view trigger link stats by navigating to the trigger links <> analyze tab to see the details.

Q: Where can i find credentials tab in membership area?

A: Please navigate to the Membership tab → Courses → select course and you will see the option of credentials in courses editor.

Q: How to speed dial all leads from a specific stage in a pipeline?

A: To do this, navigate to the Automation section and create a new workflow. Set the trigger to “Pipeline Stage Changed” and apply the relevant filters to target your desired pipeline and stage. Next, add the “Manual Action To Call” action and publish the workflow. Then, go to the Conversations tab, select “Manual Actions,” choose the workflow you just created from the dropdown menu, and click “Let’s Start” to begin speed dialing.

Q: How can I accept payments on calendars before customers schedule an appointment?

A:To accept payments before customers schedule an appointment, navigate to the calendar settings and edit the relevant calendar. Then, go to the “Forms and Payments” section, where you can turn on the option to accept payments. From there, you can set the price you want to charge for booking the appointment.

Q: How can I edit/change the quiz results page under Sites?

A: To change it, navigate to the Sites tab → Quiz Builder. Select an existing quiz or create a new one. In the quiz settings, you can modify the results page. At the bottom of the quiz builder, you’ll find an option to change the default quiz results page.

Q: How do I set up my email domain?

A: To set up your email domain, go to Settings and then to Email Services. Under Dedicated Domain and IP, click on Add Domain, then enter your domain there. you’ll need to add the required DNS records through your domain provider to complete the setup.

Q: How can I resolve the issue where inbound calls ring but never reach the Voice AI, and no logs appear in Voice AI?

A:To resolve the issue where inbound calls ring but never reach the Voice AI, first go to AI Agents and select “Voice AI” to ensure that the Voice AI feature is enabled. Then, navigate to the Agent List under Voice AI and click on the agent assigned to open the agent’s details. From there, go to the “Phone and Availability” tab and ensure that the correct phone number is selected. Finally, make sure that the option “Enable AI agent as backup to the phone number” is disabled in the same tab. These steps should resolve the issue and ensure that the calls are properly routed to Voice AI.

Q: How to make the Review AI Agent respond to reviews on a website?

A: To set up the Review AI agent to respond to reviews on a website, first navigate to the Reputations section and switch to the Settings tab. From there, go to the Review AI section, select the Review AI agent, and create one from scratch. Configure the agent’s instructions according to your needs and save the settings. Next, enable the “Auto Responses” feature within the Review AI settings. After that, navigate to the Widgets tab in the Reputation section and create a new widget. Once the widget is created, grab its embed code and place it on your website to complete the integration.

Q: How can I transfer my domain from GoDaddy to another platform?

A:To transfer your domain from GoDaddy to another hosting platform, you need to first remove any domain forwarding or pointing records associated with it from DNS settings. This will free up the domain for use. Then, initiate a domain transfer request with GoDaddy support to transfer your domain to the new hosting service.

Q: How do I add the answer to the question in a FAQ item list?

A: To add an answer to a question in your FAQ list, first navigate to the funnel or website builder and open the editor for the page containing your FAQ list. Once you’re in the page editor, click on the FAQ list element. On the right-hand side, you’ll see the settings panel for the FAQ section. Scroll down to the FAQ list section, and double-click on the question in the list items you want to edit. Afterward, type in your desired answer to the question, and repeat the process for the other questions.

Q: How can I align box content to the top in my website builder so that all columns fall into a row horizontally, and how can I make sure all images are the same size and shape?

A:To align your box content to the top and make sure all columns fall into a row horizontally, click on the column in your website builder, Adjust the content spacing and position within the column general settings, set the content alignment to “left”. To ensure all images are the same size and shape, click on each image and adjust the size settings to set the same width and height for all of them.

Q: How can i create sms/email snippet?

A: You can create your own snippets. Just go to the Marketing Tab, then Snippets, and click on ”+ New Snippet” to create an sms/email snippet.

Q: How to setup domain for Course Membership?

A: Navigate to the memberships section and hover over the client portal and click on settings. In the client portal settings page, click on domain setup. Under the custom domain field type in your custom sub-domain and click add domain. Add the required DNS records displayed, to your domain provider’s DNS settings and verify the records to complete the process.

Q: How do I calculate the total score in a quiz?

A: To begin, navigate to the ‘Sites’ menu and select the ‘Quizzes’ option from the available choices. Once there, open the quiz you wish to edit, or create a new one if needed. In the quiz settings, you can assign points to each question according to your desired scoring system. Scroll all the way down in the quiz builder, and you’ll find an option to edit the results template. Click on this to modify the results page, where you can further customize the scoring of the quiz results.

Q: How can I make a contact inactive or archive?

A: You cannot make a contact inactive or archive, however you can either delete the contact or mark them DND for inbound and outbound communication under contact profile.

Q: I’ve manually booked an appointment for a client, but the confirmation emails aren’t being sent out automatically. Why is this happening?

A: First, ensure that the automation trigger is properly set, specifically to “Appointment Status: Confirmed” Please verify that the correct calendar filters are applied, Additionally, checking the execution logs for the specific contact can help identify any issues or reasons why the email wasn’t sent. By reviewing these aspects, you can pinpoint any configuration problems.

Q: How can I remove a specific contact from AI automation messaging?

A:To stop the bot responding to a specific contact First, go to the Conversations tab , locate the contact and you’ll see the bot’s current status. To stop the bot from sending automated messages to this contact, simply click on the bot status icon in the message composer and select Inactive from the dropdown menu. This will temporarily deactivate the bot for that contact until you decide to reactivate it.

Q: How to connect a sub-domain?

A: To add a sub-domain you will need to navigate to Settings and then go to Domains & URL Redirects. Connect a Domain. Enter your subdomain. Follow the instructions to update your DNS records.

Q: How can I receive calls on my mobile app?

A: Please check the phone number configuration under Settings → Phone Number → Edit Configurations. Ensure that the Ring to Mobile App option is checked, so you can receive calls directly on your mobile app.

Q: How can I upload a VCF file in the Contacts tab?

A: The system doesn’t support uploading VCF files directly. You’ll need to convert your VCF file to a CSV format first (you can use any online converter). Once converted, go to Contacts → Import and upload the CSV file there.

Q: How can I add a hidden field to my form?

A: To add a new hidden field to a template form, first go to Sites > Forms > Builder. Select the form you want to edit and drag and drop the field you wish to add. Once the field is in place, click on it to open the settings. In the settings menu, check the option to make the field hidden. This ensures the field will be included in the form, but will not be visible to customers.

Q: We’re receiving a lot of spam contacts and opportunities in our system. What can we do to prevent this from happening?

A: To tackle spam contacts or opportunities, there are several strategies you can implement. First, consider adding CAPTCHA to your forms to ensure that entries are coming from real users and not automated bots. Additionally, setting up email verification can help confirm that the contacts are valid and not fake emails. Another effective method is to create workflows that automatically filter out unwanted entries based on specific criteria, allowing you to focus on legitimate opportunities. By combining these approaches, you can significantly reduce spam and improve the quality of your data.

Q: How can we export appointment list reports?

A: To export appointment list reports, go to the Reporting tab and select “Appointment Reports.” From there, click on the “Export Appointment List” option to download the report.

Q: How can I add a drip schedule to course lessons?

A: To add a drip schedule to course lessons, navigate to the Membership area, then go to Courses > Products. Open the desired course, and click the three dots next to the lesson. From there, select the option to add a drip, where you can set the number of days after which the lesson will be unlocked.

Q: How can I create an opportunity from an existing contact?

A: To create an opportunity from an existing contact, go to Opportunities and click on ‘+ Add Opportunity’.

Q: How do I restore deleted tags?

A: To restore a deleted tag, go to Audit Logs, apply filters to find the deletion action, and open the specific log entry. There, you’ll see an option to restore the tag.

Q: How can I change the columns in Smart Lists?

A: To rearrange columns in a Smart List, go to Contacts > Smart Lists, open the specific Smart List, and click Customize List at the top. From there, you can apply filters, add or remove columns, and rearrange the column order.