Q1: How do I make a form pop up when a user clicks a button on my Elementor landing page in wordpress?

A: To make a form pop up when a user clicks a button on your Elementor landing page of wordpress, first, you'll need to create the pop-up. In the WordPress dashboard, navigate to Templates > Popups, then click Add New to create a new pop-up. Once your pop-up is designed, add the form you want to display inside the pop-up. Next, go to the Settings of the pop-up, under the Advanced tab, and set the Entrance Animation to trigger the pop-up on button click. After that, go to your landing page in the Elementor editor, select the button you want to use for triggering the pop-up, and in the Link field, choose the pop-up you just created. Finally, save and publish the page, and now when a user clicks the button, the form will appear as a pop-up. This method allows for a seamless and interactive experience on your landing page without users navigating away from it.

Q2: After a user fills out a form on my WordPress Elementor landing page, how can I redirect them to a different page instead of back to the form?

A: To redirect a user to a different page after filling out a form on your WordPress Elementor landing page, you can set up the redirect within the form's settings. First, open the page in Elementor and select the form widget. In the form settings, navigate to the Actions After Submit section. Here, you can select Redirect as one of the actions. Then, enter the URL of the page you want the user to be redirected to after submitting the form. Save and publish your changes. Now, when the user fills out the form and submits it, they will automatically be redirected to the page you specified, instead of staying on the form page.

Q3: My email link in the email is not taking me to the member portal. How can I fix this?

A: To resolve this, try adding a Login URL Magic Link custom value {{membership_contact.login_url}}

 instead of turning the text into a hyperlink. This custom value will appear as a link to the user.

Q4: How do I connect my Zoom room link for clients to join my webinar broadcast room in Lead Connector?

A: To connect your Zoom room link in Lead Connector, start by navigating to the Sites tab and navigate to the Webinar section. Create a new webinar and, if you're hosting a live session, choose the Live Webinar option. Fill out the webinar details, including the title, description, and scheduling information. In the third step, add a form to capture attendee information if needed. After adding the form, you can generate the Zoom live link and insert it. Finally, in the last step, select the Funnel template or blank funnel to associate with the webinar and save your settings. This will ensure that your clients can join the webinar via the generated Zoom link.

Q5: What is the maximum video size I can upload to my Lead Connector account for use in a funnel?

A: The maximum video size you can upload to your Lead Connector account is 4GB. As long as your video is 4GB or less, you can upload it.

Q6: How can I add a countdown timer to a funnel page in Lead Connector?

A: To add a countdown timer in your funnel builder, click on the plus icon in the top right ribbon. Search for the Countdown Timer element, then drag and drop it into your funnel. If you set a specific end date and time for the timer, access to the video or content associated with that funnel will automatically end once the timer expires.

Q7: How can I change the URL of a funnel page to remove random numbers and make it cleaner?

A: The random numbers added to funnel page URLs are automatically generated by the system to prevent duplicate page names. If there are no duplicate pages with the same name, the system will not add these random numbers. You can change the URL from the funnel settings, but the system may still append random numbers if it detects potential duplicates. To avoid this, always ensure that the funnel path name is unique.

Q8: How can I change the background color of a modal or pop-up in Elementor wordpress?

A: To change the background color of a modal or pop-up in Elementor, first, access the settings for the pop-up by editing it in Elementor. Once in the pop-up editor, navigate to the Style tab, where you'll find the Background section. If the background is currently transparent, you can click on the color box to select your desired background color. After making your adjustments, make sure to save your changes. This will update the background color of your modal or pop-up to your preferred shade.

Q9: How do I update a contact's timezone in bulk via a workflow or other means in Lead Connector?

A: In Leadconnector, updating a contact's timezone in bulk can be achieved using the CSV Import/Export feature. First, navigate to the Contacts section in your AgentMoves account, and filter or select the contacts you want to update. Then, click the Export button to download a CSV file containing your contacts. Next, open the CSV file in a program like Excel or Google Sheets, and add or modify the timezone for each contact in the appropriate column, assuming a "Timezone" field is available. After making your changes, save the updated CSV file. Finally, return to the Contacts section in AgentMoves, click Import, and upload the modified CSV file. Be sure to map the fields correctly to ensure the timezone column updates as intended.

Q10: How can I create a pop-up form that is triggered by multiple buttons on my Elementor landing page in wordpress?

A: To achieve this, create a single pop-up in Elementor and embed the Lead Connector form's HTML code within it. Then, for each button you want to trigger this pop-up, configure the button's action in Elementor to open that specific pop-up. This allows all desired buttons to display the same form.

Q11: Why is the wrong title showing in my browser tab, and how do I change it in Leadconnector?

A: The browser tab title can be controlled through a specific setting within the page editor. In the top-right corner, there is an option to Update SEO Meta Data. From there, you can add or modify the title for the page. 

Q12: My workflow did not run because the scheduled time has passed. How can I fix this?

A: If a workflow's execution time has passed, you will need to adjust it. First, remove any 'Set event start time' action from the workflow. Then, set a new, future execution time. Finally, select the desired contacts and manually add them to the automation again to ensure it runs correctly.

Q13: Why isn't the 'Look Busy' feature working on my calendar?

A: The 'Look Busy' feature is only supported on specific calendar types, such as Event, Round Robin, Collective, and Service Calendars. It is not designed to function with personal calendars, class bookings and service menus.

Please ensure you are using a supported calendar type to use this feature.

Q14: Where can I find information on how to request and manage customer reviews?

A: You can learn everything about managing customer feedback by searching for the "Reputation and Review Requests" article in our Help Library. This guide provides a comprehensive walkthrough of how to request and view reviews within the system's Reputation section.

Q15: The drag-and-drop editor is not working correctly. What should I do?

A: If you experience issues with the drag-and-drop functionality, it is likely due to a browser cache problem. First, try using an incognito or private browser window. For a permanent fix, clear your browser's cache and history, then restart the browser.

Q16: How can I use my existing domain, registered with another provider, for my website built on your platform?

A:To use your existing domain with AgentMoves, simply log in to your domain provider's account and navigate to the DNS settings. Add an A Record with the host set to @ and point it to the Our server's IP address (162.159.140.166)  Next, add a CNAME Record with the host set to www and point it to sites.ludicrous.cloud.

Q16: My course is supposed to be available, but some users still see it as locked. What should I do?

A: First, check the start date in the course offer settings to ensure the lesson isn’t locked until previous videos are watched. If the issue persists for a specific user, re-grant them access to the offer. Also, advise the user to clear their browser cache or try an incognito window, as the browser may be displaying outdated information.

Q17: How do I set up an automatic PDF download delivery after a form submission?

A: This can be achieved with a workflow. First, upload your PDF to the media library and copy its URL. Create a new workflow with the trigger 'Form Submitted'. Add a 'Send Email' action. In the email editor, create a button or a text link and paste the PDF's URL as the destination.

Q18: How do I add a favicon to my website or funnel?

A: To add a favicon, first upload your image to the media library and copy its URL. Navigate to the main 'Settings' for your website or funnel, find the 'Favicon URL' field, and paste the copied URL there. Save the changes, and your favicon will be active.

Q19: I see an 'A record conflict' or 'Multiple A records found' error when adding my domain. How do I fix this?

A: This error means your domain's DNS settings at your provider, such as Lead Connector, have more than one A record. Log in to your provider and remove any conflicting A records, leaving only the one required to point to our platform's IP address.

Q20: How can I make a form appear in a popup window when a button is clicked?

A: To add a form to a popup, first, edit your funnel page and open the popup settings. Inside the popup, you must add a row element first. Once the row is in place, you can add your desired form element into that row. Finally, set your button's action to 'Open Popup'.

Q21: How do I change the currency for the products I am selling?

A: Set the currency for each product individually by selecting the desired currency from the dropdown menu in the pricing tab of the product editor. This option is available when creating or editing a product within the payments section, and it will automatically apply to the corresponding invoices.

Q22: Can your support team build a form or other assets for me?

A: Our support team is here to guide you, provide detailed instructions, and troubleshoot any technical issues. While we cannot build assets like forms for you, we can offer video tutorials to help you do it independently. For direct assistance, you can ask for a video support call.

Q23: I am unable to change my password and see a 'Cannot read properties of undefined' error. What should I do?

A: This error can occur if the new password doesn't meet complexity requirements. Try using a password with a mix of uppercase letters, lowercase letters, numbers, and special characters like an exclamation mark or an underscore. If the issue persists, our support team can reset it for you.

Q24: How do I ensure email replies from customers appear inside the system's conversations tab?

A: To make sure replies are coming in the Conversations tab, set up a dedicated header email by going to Settings > Email Services > Dedicated Domain and IP. Click the three dots next to your domain, select Set Headers, and add your email. Once set up, replies will appear in the Conversations tab.

Q25: Why am I unable to purchase a new phone number?

A: Please try clearing your browser's cache and cookies, then log back into your account and attempt the purchase again. This often resolves temporary issues.

Q26: How can I configure my phone number's settings?

A: To configure your phone number, navigate to Settings, select Phone Numbers, and then click on Manage Numbers. Find your number in the list, click the three-dot menu next to it, and choose the 'Configuration' option from the dropdown menu.

Q27: The sender email address on my campaigns is incorrect. How can I change it?

A: To correct the sender email address, navigate to Settings, then Email Services. Go to the 'Dedicated Domain & IP' section, find your domain, click on the three-dot menu, and select 'Set Headers' to update your 'From' email address.

Q28: My payment link is showing "Test Mode." How do I switch it to live mode?

A: If your payment link is stuck in "Test Mode," navigate to the settings of the funnel or product. Locate the payment mode option and toggle it from "Test" to "Live" to begin accepting actual payments.

Q29: How can I disable comments in my membership community group?

A: To disable comments in a community group, you must be logged in with an account that has Group Admin privileges. Only administrators have the permissions to access and modify the group's settings, including comment. Once logged in, navigate to the post click on the three dots to delete them from commnity group
Q30: My emails are landing in the spam folder. How can I improve deliverability?

A: To improve email deliverability and prevent emails from landing in spam, ensure you have set up a dedicated sending domain (e.g. replies.yourdomain.com) within your Email Services settings and have verified all the necessary DNS records with your domain provider.

Q31: Is it possible to export conversation threads?

A: Currently, there is no built-in feature to export conversation threads directly. However, we have submitted this as a feature request to our development team for consideration in future updates.

Q32: My domain won't connect and shows a "multiple A records" error. How do I fix this?

A: This error occurs if your root domain is already pointing to another live website. You cannot connect a root domain that is already in use. Instead, you must connect a subdomain (e.g., hub.yourdomain.com) to the platform.

Q33: How can I test a product purchase without using real money?

A: To test a purchase, navigate to your funnel's settings and enable "Test Mode." You can then use a test card number, such as 4242424242424242, with any future date and random CVC to simulate a transaction without any real charge.

Q34: How do I give a customer free access to a course manually?

A: To manually grant a contact free access to a course, go to the Contacts tab and find the specific contact. In their profile, scroll down to the Offers/Courses section on the right side and grant them access to the desired course without requiring payment.

Q35: How can I apply the same header and footer to multiple pages in my funnel or website?

A: To reuse a header or footer, save the section as a 'Global Section.' You can then add this saved global section to any other page, and any future edits to it will automatically update across all pages where it is used.

Q36: How do I find out which agent is assigned to an appointment booked via a round-robin calendar?

A: To see which user an appointment is assigned to, navigate to your main Calendar view. Click on the specific appointment block to open its details. The assigned user or agent will be listed within the appointment information.

Q37: How can I ensure clients automatically receive access to a course after they complete a purchase on my funnel's order form?

A: To automate course access upon purchase, go to the payments tab , and click on the 'Products' tab. Edit the product associated with the course and toggle on the option of membership offer. From the dropdown menu, select the correct course you wish to provide access to.

Q38: What is the process for adding funds to my account's wallet?

A: To top up your wallet, go to your account 'Settings', then click on the 'Billing' section. You will find a 'Wallet and Transaction' tab where you can use the 'Add Balance' option to add credits.

Q39: What are the steps and required DNS records to connect my domain to the platform?

A: To connect your domain, navigate to your domain provider's DNS settings. First, remove any conflicting DNS records. Then, add a CNAME record with 'www' as the host, pointing to 'sites.ludicrous.cloud'. Next, add an A record with '@' as the host, pointing to '162.159.140.166'. For faster updates, set the lowest possible Time to Live (TTL).

Q40: What should I do if my Google Calendar integration stops syncing?

A: To resolve a syncing issue, first navigate to Settings, then Integrations, and disconnect your Google account. Reconnect the account immediately. Finally, go to your Profile settings to ensure the correct calendar is selected for synchronization.

Q41: How can I verify the delivery status of a bulk message I recently sent?

A: To check the status of a bulk message, go to the 'Contacts' section of your account and click on the 'Bulk Actions' tab. This will display a log of all your bulk activities and their corresponding statuses.

Q42: How do I add multiple users or team members to my account?

A: To grant them access, navigate to Settings > Team, click on Add Employee, enter their email and password, select the appropriate permissions, and save it.

Q43: Is it possible to mask a trigger link with hyperlink text within an email?

A: Yes. To embed a trigger link within text, highlight your desired anchor text in the email editor, select the hyperlink option, and paste the trigger link variable into the URL field. When sent, the system will render this as a standard hyperlink for the recipient.

Q44: Does a workflow need a trigger if it's only initiated by an 'Add to Workflow' action in another workflow?

A: No, a trigger is not necessary for the secondary workflow. The 'Add to Workflow' action in the primary workflow will automatically enroll the contact into the secondary workflow. You can leave the trigger section for the secondary workflow empty.

Q:45 I have an existing website on another platform. How can I connect my root domain here without it affecting my live site?

A: A root domain can only be pointed to one platform at a time. If your domain is already in use, you cannot point it to Lead Connector without disrupting your existing website. Instead, you should create and connect a subdomain (e.g., hub.yourdomain.com) for your Lead Connector funnels and pages.

Q46: Is it possible to automatically upload form submissions to an external drive or send them as an email attachment?

A: Currently, there is no native functionality to automatically upload form submissions to an external drive or send them as email attachments. However, you can configure email notifications to include the form responses directly within the email body. Additionally, you can enable email notifications in the form settings. For uploading to a drive, there is a premium action available that updates a spreadsheet when someone submits a form, allowing you to store responses in a sheet using that premium workflow action.

Q47: My funnel URL shows a 404 error page. How can I fix this?

A: A 404 error typically occurs if a default page for the domain has not been set. To resolve this, go to Settings, then Domains. Click to edit your domain and select a default page (such as your funnel's homepage) from the dropdown menu. Be sure to save the changes.

Q48: How can I change the preview image and text that appears when I share a link to my website or funnel?

A: You can control the link preview by editing the SEO metadata for that specific page. In the website or funnel editor, go to 'Settings' and then 'SEO Metadata'. Here you can update the title, description, and social sharing image that will be displayed when the link is shared.

Q49: How do I set up a recurring subscription or membership product that bills clients indefinitely until they cancel?

A: When creating your product, select the 'Recurring' pricing option and set the monthly price. To make it bill indefinitely. If a customer cancels or their payment fails, you can revoke their access to the associated offer using workflow actions.

Q50: How do I connect an external service like Mailchimp to my account?

A: Currently, our system does not offer a native, built-in integration with Mailchimp,
But to connect external SMTP services you can go the settings> email services > add service and connect the desired service available there.

Q51: What is the difference between a website and a funnel?

A: A funnel is a streamlined, linear process designed to guide users toward a specific action, like a purchase or sign-up, focusing on conversions. A website is a broader online presence with multiple pages and purposes, offering a range of content and navigation options for a more comprehensive user experience.

Q52: My A2P registration was rejected, and now I see an error or an option to 'Contact Support' when I try to resubmit. What should I do?

A: If your A2P registration was rejected and you're seeing an error or "Contact Support" when trying to resubmit, first check the rejection reason for any missing or incorrect information. Correct any errors and ensure compliance with A2P messaging regulations. If you're still unable to submit, your A2P attempts may be exhausted. In that case, contact our support team, and we can request the Dev team to reset it for you.

Q53: My A2P registration failed due to a zip code mismatch. My state LLC filing shows a 9-digit zip code, but the system seems to require a 5-digit format. How should I proceed?

A: To resolve this, When entering your zip code for the A2P registration, use only the 5-digit portion of your zip code (e.g., the first five digits of the 9-digit code). The system typically accepts the 5-digit format for address verification.
If the system still rejects your submission after using the 5-digit zip code, Please contact support to explain the situation. 

Q54: How can I cancel my subscription if I cannot find the option in my account?

A: To cancel your subscription, a request must be escalated to our administration team. Please contact support to have a ticket created, and our team will process the cancellation for you and confirm via email once it is complete.

Q55: My custom values, like my business email, are not showing up on my live website even though I've set them up. How can I fix this?

A: If custom values are not populating on your live site, it is likely because the value fields are empty in your settings. To fix this, navigate to Settings > Custom Values, enter the correct information for each value you want to display, and save the changes.

Q56: How can I change the default page that my domain points to?

A: To set a new default page for your domain, navigate to Settings > Domains. Click on the manage domain next to the relevant domain, select 'Edit', and from the 'Default Page' dropdown menu, choose the new page you wish to set as the homepage.

Q57: How can I set up a payment plan that includes an initial setup fee followed by recurring payments that start a month later?

A: You can achieve this by creating a product with a trial period. The system will charge the one-time setup fee immediately. To do this, create a product and, while setting up the pricing, you'll see an option to add setup fees. Enter the setup fee in this section. For the recurring portion, set a trial period (e.g., 30 days). The client will not be charged for the recurring amount during the trial, and the first payment will be processed automatically once the trial period ends.

Q58: I am trying to integrate an external tool and need to add CNAME or other DNS records, but I bought my domain from another provider (e.g., Squarespace, GoDaddy). Where do I add them?

A: To integrate the tool, you must add the required DNS records (like CNAME or A records) in your domain provider's settings. Log in to the account where you purchased the domain (Lead Connector, etc.), navigate to its DNS management section, and add the records as specified.

Q59: I am unable to log in to my dashboard and am stuck in a loading or login loop. How can I fix this?

A: This issue is commonly caused by browser cache. Please try accessing the platform using an incognito or private browser window. If this resolves the problem, you should clear the cache and cookies in your standard browser to prevent it from happening again.

Q59: When a contact replies to an email or SMS, my workflow is supposed to stop, but it continues sending them messages. How can I fix this?

A: In the workflow settings, there is an option called "Stop on Response." Make sure this option is enabled to ensure the workflow execution stops upon receiving a response.

Q60: How can I add a user, such as a staff member or 'setter', as an assignee for new leads that enter my pipeline?

A: You can automate this by creating a workflow. Set the workflow trigger to 'Opportunity Created' in your desired pipeline. Then, add an action step to 'Assign to User' and select the specific team member you want to assign the new leads to.

Q61: I want to offer a lead magnet, like a downloadable PDF, on my funnel's thank you page. How can I do this?

A: First, upload your PDF file to the Media Library. Once uploaded, copy the file's URL link. Then, go to your funnel editor, add a button to your thank you page, and set the button's action to 'Go to Website URL', pasting the media link into the URL field.

Q62: How do I add my logo to an email template for an abandoned cart sequence?

A: To add your logo, you first need to upload it to your media library. Once uploaded, copy the image's URL link. In the email editor, paste this link into the designated logo or image source field to make it appear in the template. Product details from the abandoned cart will be populated automatically.

Q63: How can I prevent staff members from being able to delete contacts or export the entire database?

A: To restrict these permissions, assign the staff member to the 'User' role in your team management settings. By default, the 'User' role does not have permission to perform bulk actions like exporting or deleting contacts, while still allowing them to view and manage individual contact details.

Q64: How can I change the default sending domain for my account's emails?

A: To change your default sending domain, navigate to Settings > Email Services > Dedicated Domain and IP> domain configurations and from there you can change the default sending domain for client.

Q65: What parts of my account are affected when I change the default sending domain?

A: Changing the default sending domain will affect all email-sending features, including workflows, making the new email the default 'from' address. However, it will not affect websites and funnels that use custom values, as those pull information from the Business Profile settings.

Q66: I need to change my profile email but I no longer have access to the old email address to receive the verification code. What can I do?

A: If you cannot access your registered email to receive the verification code for a profile email change, an SMS verification option is not available. This issue requires backend assistance. A support ticket will be created for our development team to resolve the matter, and we will follow up with you.

Q67: Why is the text formatting in my email template incorrect, with words breaking and lines skipping?

A: This sometimes occur with email templates, especially when content is copied and pasted. Please clean the text and try to past it again if the issue persisted please contact Support team they will help you resolving this issue.

Q68: I am stuck on the "redirecting to your account" screen after logging in. What should I do?

A: If you are stuck on the "redirecting to your account" screen, please first try opening the application in a new browser tab. If the issue persists, attempt to log in using a different web browser, an incognito/private window, or another device.

Q69: If I create a workflow to automatically add a new affiliate, will they receive a welcome email by default?

A: Yes, when a new affiliate is added through a workflow, a welcome email is sent to them by default. This is a standard feature of the affiliate settings and does not need to be added as a separate step in your workflow.

Q70: How can I view and customize the default affiliate welcome email?

A: Navigate to the Marketing tab, then go to Affiliate Manager > Settings, where you'll find the option to change the default email to your desired template.

Q71: My Instagram comment automation is only sending the first message and not the second. Why is this happening?

A: Due to platform policy, only one message can be sent upon the initial interaction with a user via a comment automation. To send a subsequent message, you must prompt a reply from the user. Add a "Wait for Reply" step in your workflow; the second message will only be sent after the user responds.

Q72: My new course products are not appearing in the 'Grant Offer' action within my workflows. What is wrong?

A: For a course to be available in the 'Grant Offer' action, it must first be attached to a product offer. Navigate to Memberships > Courses > Offers to create a new offer and add your course to it. Once the offer is created, it will become selectable in your workflow automations.

Q73: How can I prevent customers from selecting multiple products in my funnel's order form?

A: To restrict customers to a single product selection, you must disable 'Cart Mode'. In your funnel builder, click on the order form element. In the settings panel on the right, find and toggle off the 'Enable Cart Mode' option.

Q74: Is it possible to create a segment of contacts who opened a previous email campaign if a tag was not applied beforehand?

A: You can create a workflow for that, Add a trigger of email events and add a filter of “ opened email” and another filter to choose the workflow , than add a tag to them through tag action.
But this will work for workflows emails actions, not for a specific email campaign or workflow email action.

Q75: The opportunity value for sales made through my funnel is not updating and shows as zero. How can I fix this?

A: If the opportunity value is not updating automatically, check the trigger in your sales workflow. For sales through a funnel's main page, the trigger should be set to 'Order Form Submitted'. Correcting the workflow trigger will ensure the value is recorded for all future sales.

Q76: How can I link an image on my website to a page showing a specific collection of products?

A: First, duplicate your product details page and replace the product detail element with the 'Collections List' element to create a collection page. Then, on your main store page, select the image you wish to use as a link. In the image settings, set the action to go to the URL of your newly created collection page.

Q77: I'm scheduling an email campaign and the time is incorrect. How do I set the correct time zone?

A: The time zone for your entire account can be set under Settings >Business info. Ensure this is set to your local time zone. When scheduling an email campaign, the time you select will then correspond to the time zone configured in your Business settings.

Q78: How can I require a client to update their recurring subscription payment method themselves?

A: Currently, clients cannot update their own payment method for a recurring subscription via a link. The most secure workaround is to have them complete a new order form for a nominal amount (e.g., one dollar) to securely capture their new card details in the system, which you can then apply to their subscription.

Q79: How can I change a custom value to display my business name instead of my personal name?

A: To update a custom value, navigate to your settings and locate the 'Custom Values' section. Find the specific custom value you wish to edit and replace the existing text with your business name. Ensure you are modifying the correct value, as there may be multiple similar ones.

Q80: My website is showing an error after I published it. What should I do?

A: This error typically indicates that your DNS records are not configured correctly. You must add the proper CNAME and A records provided by us into your domain host's settings. A correct setup usually involves a CNAME record for 'www' pointing to our servers and an A record for the root domain (@).

Q81: How do I remove unwanted empty space on a webpage or reduce a section's size?

A: To eliminate extra space on a page, you need to adjust the padding and margin settings for the specific section or element. In the website editor, select the item and set its top and bottom padding and margin values to zero or a smaller number to reduce its size.

Q82: How can I add a Favicon to my funnel or website?

A: First, upload your favicon image to the Media Library and copy its URL. Next, navigate to the settings of your funnel or website, find the 'Favicon URL' field, and paste the copied image link there.

Q83: How do I find the sharing link for my calendar?

A: To get your calendar's booking link, go to the 'Calendars' section and open 'Calendar Settings'. Locate the specific calendar you wish to share, click the three-dot menu next to it, and select the option to copy the scheduling link.

Q84: Can I use my personal cell phone number to send text messages through the platform?

A: No, it is not possible to use your personal cell phone number for sending texts. All text messages sent from the platform must use a phone number that has been purchased and A2P registered through your account.

Q85: My product is not appearing on the checkout page in the editor; it only shows 'Dynamic Item'. How do I fix this?

A: This is the expected behavior within the editor. The product details will not be displayed in the builder view. To verify that your product is correctly linked and visible, you must preview the live funnel page.

Q86: How can I prevent an automation from creating a new opportunity for certain contacts?

A: To stop a workflow from creating an opportunity, you must edit the workflow and remove the 'Create/Update Opportunity' action step. Once this action is deleted, save and republish the workflow to apply the changes.

Q87: How can I automatically log emails I send from an external client like Gmail or Outlook into the CRM?

A: Navigate to Settings, then Email Services, and find the 'Reply & Forward Settings' section. Copy the unique BCC email address provided there. When you send an email from your external client, add this unique address to the BCC field to automatically log a copy in the CRM.

Q88: I want to disable an upsell step in my funnel for a specific campaign without deleting it permanently. What is the best way to do this?

A: The recommended method is to first clone the entire funnel. In the cloned version, you can safely delete the upsell step and use this new funnel for your campaign. This preserves the original funnel with all its steps intact for future use.

Q89: How do I add a user from my team to another sub-account?

A: To provide a team member with access to an additional sub-account, you can edit their user profile. Under their user settings, you will find an option to add them to other sub-accounts that you manage. If you Don’t see the option support team will help you adding the user in another subaccount.

Q90: I can't save my form after adding new fields that are similar to existing ones. Why is it giving an error?

A: When you add a new form field that is a copy of an existing one, you must change its 'Field Key' in the advanced settings for that element. Each field on a form must have a unique key. If the issue persists, try reloading the form builder.

Q91: How do I set up a paid event on a calendar that limits attendees and allows a customer to book and pay for multiple spots in a single transaction?

A: Currently, the system does not support purchasing multiple calendar spots in one transaction. The recommended workaround is to have the customer book each appointment slot individually. Alternatively, for a single booking, you can enable the "Add Guests" feature, but this will not automatically adjust the total payment amount for the additional attendees.

Q92: How can I offer my webinar for free or require payment for it?

A: To control access to your webinar, you should use a form for registration. If you want the webinar to be free, the form will simply collect the attendee's information. To charge for the webinar, you can add a payment element directly to the registration form, requiring payment before the submission is complete.

Q93: Where can I find the direct link to my calendar to share in an email signature or on social media?

A: To get a shareable link for your calendar, navigate to the "Calendars" section in your settings. Select the specific calendar you wish to share, and you will find an option or icon to copy the permanent link for that calendar.

Q94: How can I set the appointment slot interval to be less than 5 minutes?

A: The minimum duration for an appointment slot that can be set in the calendar is 5 minutes. It is not possible to set a shorter interval at this time. This has been noted as a potential feature for future updates.

Q95: My toll-free number verification was rejected for not having express consent for marketing. What do I need to do to get it approved?

A: To meet express consent requirements, you must gain clear and standalone approval from users to receive marketing messages. This consent cannot be bundled within the Terms of Service or a Privacy Policy. The best practice is to add a dedicated, unchecked checkbox on your form with explicit text such as, "I agree to receive marketing and promotional messages via SMS."

Q96: How can I prevent a contact from continuing to receive messages from a workflow after their opportunity stage has changed?

A: In the workflow that removes contacts, set the trigger to "Pipeline Stage Changed." Do not apply any filters to the trigger. This will ensure that any change to the contact's pipeline stage will remove them from the initial communication workflow, preventing them from receiving further messages.

Q97: How can I create a paid event where customers register and pay for a specific ticket, similar to an online event platform?

A: The most effective way to manage this is by creating a funnel. The funnel should contain a landing page with event details and a subsequent page with an order form. On this order form, you can list your different ticket types as distinct products for customers to select and purchase.

Q98: How can I exclude contacts who have already purchased an offer from a new email campaign promoting that same offer?

A: Create an automation that applies a specific tag (e.g., "purchased-offer-x") to any contact who buys the product. Then, when sending your email campaign, select a smart list of recipients that is filtered to exclude any contact who has that specific tag or use if else condition in the workflow to excule the contact having that specific “purcahsed” tag.

Q99: Where in the settings can I connect my social media accounts like Facebook and Instagram?

A: All third-party application integrations, including social media platforms, can be found by navigating to Settings and then selecting the "Integrations" menu.

Q100: Can I use my existing business phone number with Lead Connector instead of getting a new one?

A: Yes, you can use your existing number through a process called "porting." To initiate this, please contact our support team, who will work with our administrators to provide you with the necessary instructions and assist you through the porting process.

Q101: My customers cannot see the course in their client portal after logging in. How do I make it visible to them?

A: For a course to be accessible in the client portal, you must first add it to an "Offer." Navigate to the Memberships section, create a new Offer, and add your course to it. After the Offer is created, you must grant access to that specific Offer to your customer's contact record. Once access is granted, the course will appear in their portal.

Q102: I am receiving an "AAAA record conflict" error when trying to add my domain. What does this mean?

A: This error indicates that you have existing AAAA records in your domain's DNS settings that are conflicting with the records required by Lead Connector. To resolve this, you must log in to your domain registrar's DNS management panel and remove all existing AAAA records associated with the domain you are trying to connect.

Q103: How can I stop my employee's personal voicemail from playing when a customer call is missed?

A: This issue often occurs when calls are forwarded directly to a user's personal cell phone number. To fix this, navigate to the user's profile under "My Staff." In their call and voicemail settings, ensure that incoming calls are set to time out before their personal voicemail engages. You can also adjust the "Call Timeout" duration for the phone number itself in the Phone Numbers settings menu to a shorter time, such as 20-25 seconds.

Q104: How can I send a copy of a client's survey responses back to them in an email after they complete the survey?

A: You can automate this process with a workflow. Create a workflow with the trigger "Survey Submitted" and select your specific survey. Add an "Send Email" action to this workflow. In the email body, you can use custom values to insert the contact's answers from the survey by selecting "Contact," then "Custom Fields," and choosing the fields that correspond to your survey questions.

Q105: I edited my website and saved the changes, but the live site is not updating and still shows the old version. What should I do?

A: Website updates can sometimes be delayed due to browser or server-side caching. First, try clearing your browser's cache and cookies and then reload the website. You can also try viewing the website in an incognito or private browser window. If the issue persists, the changes may still be propagating, which can occasionally take some time.

Q106: How can I change my primary business address?

A: To update your business address, you can change it form settings> Business info, look for the business address field.

Q107: Why are my emails going to spam and how can I fix it?

A: To improve email deliverability and prevent emails from landing in spam folders, you must verify your domain by adding a DMARC record. You can find the required DNS record details in your account under Settings > Email Services. Add this record through your domain provider (e.g., Squarespace, GoDaddy). If you need help, your domain provider's support can add the record for you.

Q108: My calendar is showing personal events as conflicts, making me unavailable for bookings. How can I fix this?

A: To prevent personal calendar events from blocking your booking availability, create an "Events Calendar" instead of a standard one. This calendar type will ignore all-day events or those marked as "busy" on your synced Google Calendar, ensuring clients can only book during the times you have explicitly made available in your Lead Connector calendar settings.

Q109: How can I add a clickable phone number button to my website?

A: You can add a phone number button to your website using the website editor add a button , click the button on the page and in the settings, change the Button URL to tel:+1234567890 (replace with your phone number).

Q110: How can I set up my account to use a custom email address like '[email protected]'?

A: To use a custom email with your domain, you have to add your dedicated domain in settings> Email services> dedicated domain and IP and click on three dots to set header email ([email protected])

Q111: My domain is connected, but it shows a 404 error page. What is the problem?

A: A 404 error on a connected domain usually means a default page has not been set. In your website or funnel settings, click the three dots next to the domain and select a "default page." This will be the page that loads when visitors go to your root domain.

Q112: My clients are not seeing my available time slots on my booking page. How can I resolve this?

A: If your availability is not showing correctly, check the "Availability" settings in your calendar. The issue is often caused by a restrictive "Date Range" being set. Clearing this field will typically resolve the problem and display all your open slots.

Q113: How do I restrict what my Virtual Assistant (VA) can see on the dashboard?

A: You can manage your VA's visibility by navigating to Dashboard click on the three dots > mange permission and adjusting their permissions for the dashboard. This allows you to adjust the dashboard access (eg, Full, editor view, no access),
If you want to hide the dashboard you can change it from the teams> edit user permission and uncheck dashboard.

Q114: I accidentally imported thousands of incorrect tags. How can I delete them in bulk?

A: The system does not currently support bulk deletion of tags from the backend. You will need to remove them manually by going to Settings > Tags. You can select and delete up to 100 tags at a time.

Q115: How can I receive notifications to follow up with a lead in my pipeline?

A: To create a follow-up reminder, you can set up an automation. The workflow trigger should be "Task Added." Following the trigger, add a "Wait" step for your desired follow-up interval, and then add an "Internal Notification" action to remind yourself to contact the lead.

Q116: How can I change the reply-to email address for the emails I send?

A: To add reply-to email address, Navigate to the settings> Email services> reply and forwarding settings and there you can set reply- email address.

Note: Reply conversations cannot be tracked and will not come to conversation thread, they will be forwarded to the reply-to email address.

Q117: How do customers receive notifications for refunds?

A: The system does not automatically send refund notifications or updated invoices. To inform a customer of a refund, you need to create a workflow with an email action. After you process the refund, manually add the customer to this workflow to send them the notification.

Q118: Can I create multiple dashboards for different purposes?

A: Yes, you can create multiple dashboards. This is useful if you want to have a separate dashboard for a team member, such as a Virtual Assistant, with restricted permissions to view only specific data relevant to their role.

Q119: I need to add a PDF file to a pop-up on my website, but I only see an option to add an image. What should I do?

A: The pop-up feature does not directly support embedding PDF files. As a workaround, you can convert the pages of your PDF into image files (e.g., JPG or PNG). You can then add these images sequentially to the pop-up to display the document's content. Or you can add button and put the PDF link there so user can click on the button to see the PDF.

Q120: I'm trying to change a customer's phone number, but the system says the number is a duplicate. How can I fix this?

A: This error occurs if the new phone number already exists in your contacts, often from a missed call that was logged as a new contact. To resolve this, search for the phone number, delete the duplicate contact (the one created from the missed call), and you will then be able to update the correct customer's profile with the new number.

Q121: My system is freezing or running very slowly. What can I do to fix this?

A: This is likely a temporary issue related to your browser. Please try clearing your browser's cache and cookies. If the problem continues, attempt to access the platform using an incognito window or a different web browser.

Q122: How do I cancel my account subscription?

A: Our support will help you with the cancellation of your subscription.

Please submit your request to the support team so they can contact billing team on that.
Q123: I am receiving two text messages for every missed call instead of just one. How can I stop the duplicate message?

A: This occurs because you have both a workflow automation and the general 'missed call text back' feature enabled. To resolve this, navigate to your settings and disable the universal 'missed call text back' option, leaving only your intended workflow active.

Q124: My calendar is allowing clients to double-book appointments. How can I prevent this?

A: To prevent overlapping appointments, you need to configure the settings for each specific calendar. Go into the settings for the calendar in question and set an appropriate 'slot interval' to ensure that new bookings do not conflict with existing ones.

Q125: How can I test my payment processor integration and its associated workflow?

A: The platform includes a test mode for payment features. You will find out the it under funnel / website settings, toggle on the test mode and make a purchase to test the workflow, use test card details 4242-4242-4242-4242 and future expiry date with randon cvv number.The agent will provide a video tutorial demonstrating how to activate this test mode, use test payment credentials, and run a complete test of your product purchase and the subsequent workflow automation if you need additional help.

Q126: Is it possible to use a fallback name like "Friend" if a contact's first name is missing in my email personalization?

A: No, the system does not currently support automatic fallback options for custom values. If the 'First Name' field for a contact is empty, the corresponding personalization tag in the email will also appear as a blank space.

Q127: How can I assign a large number of leads to a specific user all at once?

A: You can efficiently assign leads in bulk by creating a new workflow. In this workflow, add the "Assign to User" action and select the desired team member. Leave the trigger empty, and then manually select and add all the required contacts to this workflow to process the bulk assignment.

Q128: Can I use the global header and footer from my website on my funnels?

A: No, a global header or footer created for a website cannot be directly transferred or applied to a funnel. You will need to manually recreate the desired header and footer within the funnel builder itself or you can create section templates instead of Global sections and use it in funnel

Q129: After a customer submits a form, how can I show them a "Thank You" message or page?

A: To display a confirmation message, you should embed the form onto a funnel or website page. Within the form's settings, you can then set the 'On Submit' action to redirect the user to a dedicated 'Thank You' page URL. and Make that Thank you page as second step in funnel.

Q130: My A2P (Application-to-Person) campaign registration was rejected. What should I do?

A: A rejection is typically due to issues with the opt-in information provided. You will need to review the rejection reason, correct the information in your campaign details to ensure it is clear and compliant, and then resubmit the campaign for approval.

Q131: Why can't I cancel my online listings subscription? The cancellation button is disabled.

A: The online listings service has a mandatory 30-day commitment period from the date of creation. The option to cancel the subscription will become available and clickable only after this initial 30-day period has been completed.

Q132: How can I add a file, such as a PDF or an image, as an attachment to an email?

A: To include a file, first upload it to your Media Library within the platform. Once uploaded, copy the file's URL and paste it as a link into your email template or workflow email. This allows recipients to access and download the file. Also there is an option in the email action to add attachments , You can upload the attachments there directly.

Q124: How do I redirect my main domain to the client portal instead of the default community page?

A: You can change the default landing page by navigating to your Client Portal settings and selecting the desired page from the 'App Permissions' section. If the change does not reflect immediately, please clear your browser's cache or try accessing the URL from a different browser.

Q125: I am a new user and do not have access to the Automations or Workflows section. How can I get access?

A: Access to different features is based on user permissions. If you cannot see the Automations tab, it means the necessary permissions have not been enabled for your user profile. Please contact your account administrator to have them update your user role and grant you access.

Q126: Does the platform have a multi-line or power dialer that can call multiple numbers at once?

A: No, the system's dialer is designed to call one contact at a time. It does not support simultaneous multi-line dialing.

Q127: How do I edit the text or styling of my funnel's pop-up?

A: Navigate to the funnel editor and select the specific page with the pop-up. From there, access the pop-up settings to directly edit the text, fonts, colors, and other styling elements.

Q128: How can I make different buttons on the same webpage open different pop-up forms?

A: A single webpage can only have one designated pop-up. As a workaround, you can create separate pages for each form and then link the buttons on your main page to these individual pages.

Q130: How can I deliver a lead magnet, like a PDF, after someone submits a form?

A: First, create your form and embed it on your website. Then, build a workflow with the trigger 'Form Submitted.' In this workflow, add an email action and attach your PDF file to the email that will be sent to the contact upon submission.

Q131: How do I automatically record all my calls?

A: To automatically record all incoming and outgoing calls, you must enable this feature in your settings. Go to the 'Phone Numbers' section in your settings, and turn on the call recording option. This is a one-time setup.

Q132: My A2P registration was approved, but my SMS messages are still failing. What should I do?

A: Sometimes, it takes time for full carrier propagation, which can cause message delivery failures. If this happens, wait for a little while and test again. If the issue persists after a reasonable amount of time, reach out to the support team for further assistance.

Q133: How can I move my funnels, courses, or other created assets from one account to another?

A: It is not possible to directly transfer assets like funnels, courses, or websites between different accounts. You will need to manually rebuild them from scratch in the new account. Reach out to support for further clarification and confirm if they can help you moving them from backend.

Q134: Is it possible to download or export a backup of my funnels to my computer?

A: Funnels cannot be downloaded or exported as files. The only available backup method is to create a duplicate or a snapshot of the funnel within the Lead Connector system itself.

Q135: How do I connect my Zoom account to automatically generate meeting links for my calendar appointments?

A: Go to your profile settings and integrate your Zoom account under the 'Video Conferencing' section. Afterward, you must edit the specific calendar and set the meeting location to 'Zoom' for links to be generated automatically for new bookings.

Q136: My workflow to send an Instagram DM is not working. Why is it failing?

A: Due to Meta's platform policies, you can only send a Direct Message to a user if they have sent you a DM within the last 24 hours. A comment on your post does not open this messaging window, which will cause the workflow action to fail.

Q137: Why is my email campaign or bulk email sending very slowly or stuck in 'processing'?

A: A slow sending speed for email campaigns is typically due to a high volume of emails being processed by the system or a slow internet connection. It is recommended to wait, and the campaign should eventually complete. If it results in an error, please contact support.

Q138: How can I add a client to a group appointment or class after the official start date has already passed?

A: To add a contact to an appointment that has already started, you will need to manually add them to the associated reminder workflow. However, to trigger the appointment-based reminders correctly, you may need to book them for a future session of the same class.

Q139: My caller ID is showing up as 'Scam Likely'. How can I fix this?

A: To prevent your number from being flagged as spam, you must complete the Shaken/STIR and CNAM verification processes. You can find these registration options in your account's 'Phone Numbers' or 'Trust Center' settings.

Q140: How can I show real estate property listings from my IDX provider on my website?

A: You will need to obtain the embed code for the IDX listings directly from your IDX provider. Once you have the code, you can add it to your website using a Custom HTML/JS element. If you cannot find the code, please contact your IDX provider's support team.

Q141: A contact has DND (Do Not Disturb) enabled and is not receiving my emails. How can I resolve this?

A: To send emails to a contact who has DND enabled, you must first navigate to their contact record. From there, you will find the option to manually remove the DND status. Once removed, you will be able to send them emails again.

Q142: How can I remove contacts in a 'Lost' status from my active pipeline view without deleting their historical data?

A: To remove a 'Lost' opportunity from your active pipeline view while preserving its data for reporting, you can simply drag and drop the opportunity card into the 'Lost' column or stage. This action archives it from the main view but retains the record.

Q143: How can I set up a calendar for staggered appointments, such as two-hour sessions that start every 45 minutes, without causing booking conflicts?

A: To create staggered appointments, you need to configure your calendar's availability. Set the appointment duration to your desired length (e.g., 120 minutes) and the slot interval to how frequently you want them to start (e.g., 45 minutes).

Q144: How do I make a specific date available for booking on one calendar, especially on a day the business is normally closed, without affecting my other calendars?

A: To offer unique availability for a special event, navigate to the settings of that specific calendar and enable the desired date (e.g., Saturday, May 10th). Ensure this day remains turned off for all other calendars to limit the availability correctly.

Q145: My incoming calls are not connecting; they just ring and repeat a recorded message, preventing me from answering. What is the cause?

A: This issue typically indicates a backend configuration problem. The solution requires a support agent to refresh your number's settings within the system. If the problem persists, it will be escalated for a more in-depth technical resolution.

Q146: My domain (e.g., www.example.com) is not pointing to my funnel page, but the root domain (e.g., example.com) is. How can I fix the 'www' version?

A: This can often be resolved by navigating to the domain settings, deleting the domain from the system, and then re-adding it. When re-adding, ensure you include the 'www' prefix and then link it to the correct funnel page.

Q147: My domain is suddenly redirecting to the wrong funnel. How do I correct its destination?

A: This typically occurs when the landing page for the domain becomes unselected in the settings. To fix this, go to your domain settings and ensure the correct funnel and the specific landing page you want visitors to see are properly selected and saved.

Q148: Even though my A2P registration is approved, my text messages are still failing to send. Why is this happening?

A: After A2P registration is approved, it must be manually linked to the specific phone number you are sending from. A support agent must connect the approved registration to your number on the backend to resolve the sending failures.

Q149: If I add an unfinished course to my site, will it update automatically for enrolled clients as I add new lessons?

A: Yes, any lessons you publish will become visible to your clients. However, clients who are already on the course page will need to refresh their browser to see the newly published lessons appear in their view.

Q150: How do I make a button on my website open a pop-up that contains a specific form?

A: To link a button to a form pop-up, set the button's action to 'Open Popup'. Then, within the pop-up editor, add a 'Form' element and select the specific form you wish to display when the button is clicked.

Q151: My order bump is not appearing on my two-step order form. How do I enable it?

A: If your order bump is not visible, it is likely because the feature has not been enabled for that specific Funnel. Navigato the product tab in funnel and edit the product and in advanced options you will see a toggle to enable Bump products.

Q152: How can I assign a large group of leads to a specific user in bulk?

A: To assign leads in bulk, you must create an automation. The workflow should be triggered by a tag you apply to the desired contacts. The workflow's action will then be 'Assign to User,' where you can select the user you want to assign them to.

Q153: How do I fix my emails so they are sent from my custom business domain instead of a generic system email address?

A: This issue occurs if your dedicated sending domain is not verified or not added. You must add the dedicated domain in Settings> email services> dedicated domain and IP also the required DNS records (e.g., CNAME, TXT) provided by the system to your domain host's settings. If a conflict exists with a 'www' CNAME record, you may need to use a different subdomain (e.g., mail.yourdomain.com).

Q154: How can I set up a workflow that triggers on a specific future date for each contact?

A: To trigger a workflow on a contact-specific date, use the 'Custom Date Reminder' trigger. This trigger is based on a custom date field within each contact's record. The workflow will then start for each contact based on the unique date entered in that field.

Q155: Is it possible to import a list of companies, similar to how contacts and opportunities are imported?

A: The system does not support a direct import of a list of companies as separate entities. Company information should be included as part of your contact import file, where each contact can be associated with a company name.

Q156: Why are my workflow automations being triggered for an appointment when I only updated the event's end time on the calendar?

A: Workflows are often triggered by any update to an appointment, not just its creation. To prevent this, you can refine your workflow trigger by adding a filter for 'New/ confirmed' to specify that it should only run when the appointment is first created by a customer.

Q157: How do I find and share my booking link with clients?

A: To find your scheduling link, navigate to Calendar Settings. There, you will see a list of your calendars. Click the share icon next to the desired calendar to copy its unique booking link, which you can then send to clients.

Q158: How can I change the background color of the navigation menu specifically on the mobile view of my website?

A: To change the mobile menu's background color, start by duplicating your existing navigation bar. This allows you to create separate versions for mobile and desktop. Next, adjust the visibility settings for each version: disable the mobile version for desktop and enable it for mobile, and vice versa for the desktop version. After that, switch to the mobile view in the editor and modify the background color specifically for the mobile navigation bar. This approach ensures that only the mobile version of the menu is affected by the background color change, leaving the desktop version unchanged.

Q159: How can I set up recurring payments for a product or coaching program instead of just a one-time fee?

A: Edit the specific product and navigate to its pricing options. There, you can change the payment type from a one-time purchase to a recurring subscription, defining the billing cycle and amount.

Q160: Is it possible to create a "donation" product where customers can enter a custom payment amount?

A: Yes, we can do that by using sites> forms and add a Payement element and add a description of donation and save it.

Q161: How can I automatically move a lead from one pipeline to another when a specific action occurs?

A: Use the "Opportunity Changed" trigger within a workflow. This allows you to define a set of conditions that, when met, will automatically move the opportunity (lead) to a different specified pipeline and stage.

Q162: How do I use a trigger link in an email to initiate an automation, such as moving a contact in a pipeline?

A: Instead of using a direct URL in your email, you must insert the generated trigger link placeholder. When a contact clicks this unique link, the system redirects them to the destination URL while also activating the workflow you have connected to that trigger.

Q163: How can I connect a button on my website to an order form for purchasing a course?

A: First, create the order form and add the product you want to sell. Copy the shareable link for that form. Then, edit the button on your website, set its action to go to a website URL, and paste the copied form link.
Also you can use Order form element in the webiste/funnel builder and attach it with the button actions.

Q164: How can I see a complete list of all the tags that have been created in my account?

A: To view all of your created tags, navigate to the main Settings section of your account and then select the "Tags" option from the menu. This will display a comprehensive list of every tag currently in your system.

Q165: How do I grant course access to a customer who paid through an external method and was not automatically enrolled?

A: Find the individual in your Contacts list or add them as a new contact if they do not exist. In their contact record, scroll down to the "Offers" section and manually grant them access to the appropriate course offer.

Q166: My form is auto-filling with my previous information when I test it. How do I ensure it is blank for new users?

A: This is caused by the "Sticky Contact" feature. To disable it, open the form builder, navigate to the form's options or settings, and toggle the "Sticky Contact" option to off. This will prevent it from pre-filling information for visitors.

Q167: Where can I find all the submissions for a specific contract that has been sent out?

A: Navigate to the payment tab > document and contracts> select completed tab,There you can see who completed the contract.

Q168: How can I prevent double bookings if I have multiple calendars for different services?

A: Standard service calendars do not automatically check for conflicts with each other. To prevent double bookings, you must use a "Round Robin" or "Simple" calendar type and add all relevant team members or services to it. Then, in your profile settings, ensure all calendars are selected to be checked for conflicts.

Q169: A customer paid for a product, but I need to see the official receipt with the product name on it. Where can I find this?

A: Navigate to the Payments section and click on the "Transactions" tab. Locate and click on the specific transaction you wish to view. In the transaction details, you will find an option to view or download the full receipt, which includes the product information.

Q170: How do I receive incoming calls if a customer calls the phone number I am using for my SMS campaigns?

A: In your account's phone number settings, you can configure call forwarding to route all incoming calls to your Lead Connector number directly to your personal or business cell phone number, ensuring you never miss a call.

Q171: How can I add an Instagram handle field to my opportunity cards in the pipeline view?

A: You cannot add a custom field directly to the main opportunity card. Instead, create a custom field for the Instagram handle and add it to your intake form. To make it visible for automation, create a workflow that triggers on form submission and uses the "Add/Update Opportunity" action to place the custom Instagram handle field into the "Opportunity Source" or "Opportunity Name" field.

Q172: How do I connect my funnel to a sales pipeline to automatically create opportunities?

A: To connect a funnel to your pipeline, add a form or survey element to the funnel step where you collect contact information. Then, create a workflow that is triggered when that specific form is submitted. Inside the workflow, use an action such as �Create/Update Opportunity� to automatically add the contact to your desired pipeline and stage.

Q173: How can I prevent leads who reply with negative keywords from moving to my 'Hot Lead' stage?

A: You can manage this by creating a dedicated workflow. Set the trigger to 'Customer Replied'. Then, add an If/Else condition that filters replies based on specific negative phrases you define (e.g., "stop", "unsubscribe", "not interested"). Contacts whose replies match these phrases can be moved to a different stage or have a tag applied, while all other replies can proceed to your 'Hot Lead' stage as intended.

Q174: Why are the changes I save in the website builder not appearing when I preview the page?

A: For saved changes to be reflected in the live preview of your website, you must click the 'Publish' button after saving. The publish action pushes all saved updates to the live version of your site.

Q175: How can I disconnect the wrong Google Drive account and connect the correct one for media storage?

A: To change the connected Google Drive account, navigate to Settings and then select Integrations. In the list of integrations, you will find your connected Google account. Click to disconnect it, and then you will be able to integrate the correct Google Drive account.

Q176: My landing page edits are not showing up on the root domain URL, but they do on the specific step URL. How can I fix this?

A: This issue can often be resolved by refreshing the connection between your domain and the funnel. Go to your domain settings, disconnect the domain from the funnel, and then reconnect it. This process forces an update to the DNS settings and typically resolves the display discrepancy.

Q177: I am receiving fake or bot submissions on my calendar. How can I prevent this?

A: To prevent bot bookings, you can add a CAPTCHA element to your process. Instead of linking directly to the calendar, have users fill out a form first. Add a Google reCAPTCHA element to this form. Then, set the form's 'on submission' action to redirect to the calendar booking page. This ensures only humans can access the booking page.

Q178: How do I stop the AI Bot from responding to a contact while I am actively having a conversation with them?

A: To temporarily pause the AI Bot for a specific conversation, navigate to the conversation view with the contact. You will see an option to pause the bot for a set duration, such as one hour. This allows you to engage in a manual conversation without the AI interjecting.

Q179: I'm trying to connect my Zoom account, but it says an integration already exists with an old email. How do I fix this?

A: This error occurs when the Zoom integration was previously authenticated with another account or on another platform. As this link must be reset on the backend, please contact our support team. We will escalate the issue to have the old integration removed, which will then allow you to connect your current Zoom account.

Q178: How can I copy a pipeline and its associated automations from one account to another?

A: To copy automations, open the workflow you wish to move, click the three-dot menu, and select 'Copy to Sub-Account'. For pipelines, you will need to manually recreate the pipeline stages in the new account as there is no direct copy feature.

Q179: How can I add a pop-up window to a blog post?

A: While a pop-up cannot be added to an individual blog post directly, you can add one to the main blog website template. By editing the blog's website template, you can enable and customize a pop-up that will be active across all of your blog posts.

Q180: How can I grant team members access to the system but prevent them from seeing financial information?

A: You can control user permissions by navigating to the 'My Staff' section in your settings. When adding or editing a team member, you can customize their 'User Permissions'. To restrict access to financial data, disable permissions for sections like 'Payments', 'Transactions', and other billing-related areas.

Q190: How can I bulk-move all opportunities from one pipeline stage to another at the same time?

A: In the Opportunities tab, select all the contacts you wish to move. Once selected, a menu will appear at the top. From this menu, you can choose the 'Change Pipeline/Stage' action, select the new destination pipeline and stage, and confirm the bulk move.

Q191: How do I connect a subdomain to my funnel or website?

A: To connect a subdomain, navigate to Settings, then Domains, and click 'Add Domain'. Enter your desired subdomain and the system will provide a CName record. You must add this CName record within your domain provider's DNS settings. It may take a few minutes for the new record to be verified.

Q192: My emails are being sent to spam. How can I improve my email deliverability?

A: To prevent your emails from being marked as spam, you should set up a dedicated sending domain. This involves creating a subdomain, such as  replies.yourdomain.com, and adding the provided DNS records to your domain host. This authenticates you as a sender and improves your reputation.

Q192: How can I cancel my subscription if the 'cancel' button only provides an option to upgrade?

A: To cancel your subscription we have to raise your request to the billing team, Our support team will help you with that.

Q193: How can I set a specific send date and time for one email within a longer workflow sequence?

A: To schedule a specific email, place a "Set Event Start Time" action in the workflow right before the email you wish to schedule. Configure the date and time, then add a "Wait" step set to "before event start time". This will ensure the email is sent at the precise date and time you have chosen.

Q194: I have duplicate products created in my account. How can I find and delete the extras?

A: You can manage all your products by navigating to the Payments section and selecting Products. This will display a complete list, allowing you to identify and delete any duplicate or unnecessary items.

Q195: How can I create a redirect from an old or alternative URL path to a current page?

A: Navigate to Settings and select URL Redirects. Here, you can create a new redirect by specifying the old path you want to redirect from and entering the full URL of the new, active page you want to direct traffic to.

Q196: What is the best way to add a clickable PDF with hyperlinks to my website or email?

A: Upload the PDF file to your Media Library. Once uploaded, copy the public link generated for the file. You can then hyperlink this link to a button or text in your email or on your website. When a user clicks it, the PDF will open or download with all its internal hyperlinks intact.

Q197: How can I block off availability in my calendar for specific days, like holidays, across all my calendars at once?

A: To block availability for a specific day, you and your staff should add a "block off" event for that entire day directly within your personal integrated calendars (e.g., Google Calendar). This will prevent any appointments from being booked on that day across all your shared calendars in the system.

Q198: Is it possible to remove the "Reply STOP to unsubscribe" message for manual text messages sent to existing contacts?

A: The system automatically includes the opt-out message on SMS messages to maintain compliance and protect your number's reputation. Currently, there is no feature to disable this for specific manual messages. This feedback has been forwarded to the development team for future consideration.

Q199: My website page title, which appears in the browser tab, is incorrect. How do I change it?

A: To change the page title, open the page editor for that specific funnel or website page. Go to the SEO Meta Data settings. In the 'Title' field, enter the correct text you want to appear in the browser tab and search engine results, then save your changes.

Q120: A feature or button is not appearing or working correctly on my browser, but it works for the support agent. What should I do?

A: This is often a browser-specific issue. First, try clearing your browser's cache and cookies. If the problem persists, try accessing the page using an incognito or private Browse window, or switch to a different web browser (like Chrome or Safari) to resolve the temporary glitch.

Q121: I am trying to build a layout with a small icon next to a block of text. How can I achieve this?

A: To create this layout, add a two-column row to your page. In the first column, add an image element and upload your icon. In the second column, add a headline or paragraph element for your text. You can then adjust the column widths and element padding to achieve the desired alignment and spacing.

Q122: Why are my emails failing with an 'Insufficient Permissions' error, and how can I fix this?

A: An 'Insufficient Permissions' error when sending emails is typically caused by a low or insufficient account balance. To resolve this and prevent future occurrences, please ensure your account is recharged and a minimum balance of $5 to $10 is maintained.

Q123: How can I permanently delete a tag from my account, not just remove it from a contact?

A: To permanently delete a tag, navigate to the 'Settings' menu located at the bottom left of your screen. From there, select 'Tags' to view all your tags and select the one you wish to delete.

Q124: How do I rename the stage or column names within my Opportunities pipeline?

A: To rename the stages in your Opportunities pipeline, navigate to the pipeline settings and click the pencil icon next to the stage name you wish to edit. This will allow you to change the name of the column as it appears on your opportunities page.

Q125: Where can I view the files my students have submitted for an assignment in my course in PWA?

A: To view student submissions for an assignment, navigate to Memerbship tab> courses> settings> Assessments to see all uploaded files and submissions from your students.

Q126: My Funnels tab is not loading. What should I do?

A: If your Funnels tab fails to load, this may be due to a temporary system issue. Please clear out your browser cache or try a private browser/incognito tab , if the issue persists our support team will investigate and escalate the matter to our developers to resolve it as quickly as possible. We will provide updates via email.

Q127: Where can I find the answers to membership questions submitted by members of my community group?

A: To view the membership question answers for a specific member, first navigate to the 'Communities' section from the main menu. Select your community group, click on the 'Members' tab, and then select the profile of the member whose answers you wish to view.

Q128: Can I forward incoming calls from my Lead Connector phone number to an external phone number?

A: Yes, call forwarding is a supported feature. You can configure your Lead Connector phone number to automatically redirect all incoming calls to an external phone number of your choice in the phone number settings.

Q129: Do I need to connect my domain before I can link it to a funnel? It's not appearing in the dropdown menu.

A: Yes, the domain must be added to your account before it can be assigned to a funnel. Navigate to Settings > Domains to add your domain first. Once added, it will become available for selection in the dropdown menu within your funnel's settings.

Q130: Why am I receiving an A2P 10DLC error when I try to send text messages?

A: An A2P 10DLC error indicates that your A2P registration is not complete. To resolve this, please navigate to Settings, then go to the Trust Center to complete and submit your A2P registration application.

Q131: My website works without 'www' but shows an error when I try to access it with the 'www' prefix. How can I fix this?

A: To ensure your website is accessible with the 'www' prefix, you need to add a CNAME record for 'www' in your domain's DNS settings, pointing it to your root domain. Alternatively, some domain settings within Lead Connector allow you to automatically configure the www-redirect.

Q132: How can I backup or clone a website or form that I have built?

A: You can create a backup of your funnels, websites, and forms by cloning them. In the corresponding section, find the item you wish to back up, click on the three dots to open the menu, and select the 'Clone' option. This will create an exact copy.

Q133: How can I convert an email I've already created into a reusable template?

A: Navigate to the Marketing tab, hover over Emails, and go to Templates. Click on 'Add New' and select 'Import from existing campaign'. From there, you can choose the campaign you want to save as a new, reusable template.

Q134: How can I stop a contact who has already booked a service from receiving follow-up emails?

A: To prevent a client who has already booked from receiving further follow-up marketing, you can add them to a 'do not disturb' (DND) list for specific campaigns or remove the relevant tag that triggers the follow-up automation for that contact.

Q135: Why do my outgoing calls show up as "Scam Likely" on the recipient's caller ID?

A: If your calls are being marked as "Scam Likely," you should register for CNAM (Caller Name Delivery) via the Trust Center in your Phone Numbers settings. This process verifies your business name and number, which helps prevent it from being flagged as spam by carriers.

Q136: How can I add a contact's name to an email template so it populates automatically?

A: To have a contact's name appear automatically, use custom values. When editing your email template, click on 'Custom Values' in the editor, select 'Contact Name' (or 'First Name'), and place the resulting placeholder (e.g., {{contact.name}}) where you want the name to appear.

Q137: How can I disable the automatic posting of customer reviews to my social media pages?

A: To stop automatic posting of reviews, go to the 'Marketing' section, select 'Social Planner,' then click on 'Reviews' and disable the auto-post feature by toggling the button off.

Q138: I've set my funnel to test mode, but I'm unable to perform a test purchase. What should I do?

A: To properly test your funnel, ensure that the 'Test Mode' is enabled within your funnel's payment settings.Also make sure that stripe test mode is on from payments> integration, This will allow you to simulate transactions without processing actual payments.

Q139: Can I build or modify a funnel page using custom HTML, and can I edit that code with the visual drag-and-drop editor?

A: Yes, you can add custom HTML and CSS to your funnel pages by using the 'Code' element. However, it is not possible to view the entire funnel's underlying code or modify your custom code using the drag-and-drop editor. Changes must be made within the code editor itself.

Q140: How can I receive a notification whenever a client books an appointment through my calendar?

A: To receive notifications for new appointments, you must set up an automation. Create a new workflow with the trigger 'Appointment - Customer Booked Appointment'. Then, add an 'Internal Notification' action to alert yourself or a specific user when a new appointment is scheduled.

Q141: How can I link a product's 'Buy Now' button directly to a checkout page where only that specific product is listed for purchase?

A: To have a button lead to a checkout with a single, pre-selected product, you need to create a unique funnel page for that product. Add a checkout form to this page and configure it to include only that specific product. Finally, link the product's 'Buy Now' button to this dedicated checkout page.

Q142: How can I set my business name to appear as the Caller ID when I make outbound calls?

A: To display your business name as the Caller ID, navigate to 'Settings' and select 'Trust Center'. From there, click on 'CNAM (Voice)' and complete the registration process. This will ensure your business name is shown on outbound calls.

Q143: How do I personalize automated emails by inserting custom values, such as the contact's name?

A: When editing an email within a workflow, place your cursor where you want the information to appear, click on the 'Custom Values' dropdown menu, and select the appropriate field, such as 'Contact' followed by 'First Name', to auto-populate it for each recipient.

Q144: How can I update my payment method or credit card on file for my subscription?

A: To update your billing information, navigate to 'Settings' and then go to 'Billing Tab'. Under the 'Payments' section, click the pencil icon next to your current 'Payment Method' to edit and save your new credit card details.

Q145: How can I make a form appear in a popup window when a user clicks a button on my website?

A: In the website editor, select the button you want to trigger the popup. In the button's settings panel, set the 'Button Action' to 'Open Popup'. Then, go to the 'Popup Settings' for that page and add your form to the popup container.

Q146: What are the steps to connect my custom domain to my website or funnel?

A: To connect your domain, access the DNS settings with your domain provider. Add an 'A' Record with the host '@' pointing to '162.159.140.166'. Then, add a 'CNAME' Record with the host 'www' pointing to 'sites.ludicrous.cloud'. Finally, add your domain in the platform under 'Settings' > 'Domains'.

Q147: What does the notification icon (a black circle with a number) next to a contact's name signify?

A: The black circle with a number next to a contact's name is a notification indicating that you have an unread message from that individual. The number represents how many unread messages you have from them.

Q148: Some features like 'Forms' and 'Social Planner' are missing from my account. How do I get them back?

A: If you are missing features such as Forms or Social Planner, please contact our support team. These features may need to be enabled for your account, and our team will create a ticket to have them activated by the administrative team.

Q149: Why are my Facebook leads not syncing to my account even though my page is connected and forms are mapped?

A: This may be due to a glitch in the integration. To resolve this, please try disconnecting and then reconnecting your Facebook account. Also make sure that leadconnector has all facebook permissions from  facebook > business integrations. We recommend doing this in an incognito browser window to avoid potential cache-related issues. After reconnecting, submit a test lead through your Facebook form to confirm the sync is working correctly.

Q150: Can I pause my account and payments without losing the funnels and other assets I have built?

A: For all billing-related inquiries, including pausing your account, we have to raise this request to the billing team, our support team will help you with that.

Q151: How can I save a copy of my workflows for future reference without just taking a screenshot?

A: While you cannot export a workflow as a separate file, you can create a copy within the system. To do this, click the three dots next to the workflow name and select 'Duplicate'. This will create an identical copy of your workflow for your records.

Q152: I am unable to load my funnel to edit it. I have already tried using an incognito window and a different computer. What should I do?

A: If you are unable to load a funnel for editing after trying basic troubleshooting like using an incognito window, please contact our support team. This may indicate a backend issue that we need to investigate. We will escalate the problem to our technical team and create a support ticket to track the resolution, keeping you updated via email.

Q153: How can I assign leads to different team members based on specific time windows or shifts within a workflow?

A: To assign leads based on time, use an 'If/Else' condition in your workflow. Create separate branches for each shift (e.g., 'Morning Shift', 'Evening Shift'). Within each branch, add a condition for the time window. For example, for the morning shift, you can set the condition to 'Current a specific time' and define the start and end times for that shift. Then, add the 'Assign to User' action under the appropriate time-based branch.

Q154: When I try to update my payment information in the billing section, the page just shows a loading spinner and never completes the action. What should I do?

A: This issue is often caused by browser cache or extensions. Please try performing the action in an incognito or private browser window. This typically resolves the issue by bypassing stored cache and cookies. If the problem persists, clearing your browser's cache or trying a different browser is also recommended.

Q156: I have set up an automation to send an email when my lead magnet form is submitted, but the email is not being delivered. What could be the issue?

A: A common reason for email delivery failure in an automation is an incorrectly configured 'Send Email' action. Please open your workflow, go to the email sending step, and ensure that  the workflow is published or if there are any issues with the Email action.

Q157: How can I automatically send a confirmation email to someone after they submit a form on my funnel?

A: To automatically send an email after a form submission, you need to create a workflow. Set the workflow trigger to 'Form Submitted' and select your specific form. Then, add a 'Send Email' action. In this action, you can compose your confirmation email, which will be sent to every contact who submits the form.

Q158: How do I automatically redirect users to my calendar page after they complete and submit a form?

A: To redirect users after a form submission, navigate to the form builder and select your form. Go to the 'Options' tab. Under the 'On Submit' section, change the action from the default 'Display thank you message' to 'Redirect to URL'. In the URL field, paste the link to your calendar page and save your changes.

Q159: How do I grant a team member access to specific sections like 'Forms' and 'Payments'? They currently cannot see them.

A: You can manage team member permissions by navigating to Settings > My Staff and selecting the user. To grant access to specific features, edit their 'User Permissions'. For example, enabling the 'Marketing' section will typically grant access to Forms. Other permissions, like 'Payments', can also be toggled on or off from this menu.

Q160: My phone number is being labelled as spam, and calls are being blocked even though it's a new number. How can this be fixed?

A: If your calls are being incorrectly flagged as spam by service providers, you should register your phone number with the Free Caller Registry. This service allows you to submit your numbers to the major carriers and analytics companies to help ensure your calls are not marked as spam.

Q162: How can I set up an automation to remind users to complete a survey if they haven't done so after a certain period?

A: Create a workflow with a trigger, such as 'Appointment Finished'. Add a 'Wait' step for your desired delay (e.g., 2 days). Then, add an 'If/Else' condition to check if the survey has been submitted. If 'no', you can add an action to send yourself a reminder notification. If 'yes', you can send the contact a 'Thank You' email.

Q163: Where can I find the library of available website templates to create a new site or funnel?

A: To access the website and funnel template library, navigate to the 'Sites' tab in your main menu. From there, select either 'Websites' or 'Funnels'. When you click to create a new website or funnel, you will be presented with the option to choose from our extensive template library.

Q164: Can I move a contact to a specific step in the middle of an active workflow?

A: No, it is not possible to add a contact directly to a specific step within a workflow. All contacts must enter the workflow from the beginning through the designated trigger action.

Q165: How can I grant one user access to multiple sub-accounts or locations?

A: Our support team can assist with this process if you provide the user's details and the names of all the locations they need to access.

Q166: Why is my embedded HTML/JavaScript code (e.g., for a map) not displaying on my website page?

A: Ensure you have correctly placed the code within the Custom HTML/JavaScript element on your page. If it's already there, try removing and re-pasting the code. Often, simply re-adding the script can resolve display issues.

Q167: Why has the platform been running slow or lagging recently?

A: You can clear out your browser cache and try accessing your account on a private browser, if the issue persists, reach out to our support team, they will help you with that. 

Q168: My automation for Facebook lead forms is not working, and new leads are not being synced. What should I do?

A: This issue often occurs when the Facebook form fields are not correctly mapped. To fix this, navigate to Settings > Integrations > Facebook Form Fields Mapping. From there, map each of your Facebook form fields to the corresponding contact fields in your account.

Q169: My email campaign shows that not all emails have been delivered, even though they were sent. Why is there a discrepancy?

A: The 'Sent' status indicates that the email has been successfully dispatched from our servers. The 'Delivered' status appears after the recipient's email server accepts the message. There can be a delay between these two statuses, so please allow time for delivery.

Q170: How do I turn off the call recording feature for my phone numbers?

A: To disable call recording, navigate to Settings and then select Phone Numbers. Click the three-dot menu next to the number you wish to configure and choose to edit. In the configuration panel, you will find the option to disable call recording.

Q171: When sending bulk SMS messages, what is the purpose of "Drip Mode"?

A: Drip mode is a feature that sends your bulk SMS messages out in smaller, staggered batches over time. This method improves deliverability, reduces the chance of your messages being marked as spam by carriers, and prevents system overload.

Q171: Is it possible to customize the 'Opportunity Source' field with a dropdown list of my specific choices?

A: Yes, by creating a custom field. Go to Settings > Custom Fields, click 'Add Field', and select the 'Dropdown' type. You can then populate the list with your desired source options, such as 'Referral' or 'Website,' and use this new field in your opportunities.

Q172: How can I set up automatic email alerts for myself or my team whenever a form is submitted?

A: You can easily set this up using a workflow. Create a new workflow with the trigger 'Form Submitted' and select your specific form. Then, add an action to 'Send Internal Notification,' choose the 'Email' notification type, and specify who should receive the alert.

Q173: My website is showing a 404 error or a generic page, but I've already linked my domain. How do I fix this?

A: A 404 error typically means the domain is not linked to a specific funnel or website. Go to your domain settings, select the domain, and use the dropdown menu to link it to the correct funnel or website homepage you have created.

Q173: How do I ensure that an assigned team member receives an SMS or email notification for an appointment they are assigned to?

A: Notifications for assigned users are managed within the settings of the specific calendar. Edit the relevant calendar, and under the 'Notifications' or 'Reminders' section, you can configure a notification to be sent to the assigned user for an appointment.

Q174: How can I add a new staff member to my account and control their permissions?

A: To add a user, go to Settings > My Staff. When creating the new user profile, you can access the 'Permissions' tab to enable or disable access to specific features and functionalities according to their role.

Q175: Is it possible for users to dynamically add more fields to a form while they are filling it out?

A: While users cannot dynamically add new fields, you can use a 'Paragraph' or 'Text Box' field as a flexible solution. This allows the user to input an unlimited amount of text, accommodating multiple entries or detailed information within a single field.

Q176: My website is not loading and only shows a generic "Under Construction" page. How can I fix this?

A: This issue is typically caused by incorrect DNS records. Your domain is likely pointing to two different addresses. Log in to your domain provider's DNS settings and remove any conflicting A or CNAME records, ensuring only the record pointing to Lead Connector remains active.

Q177: I'm trying to add a coupon to my course offer, but it's not working. What should I check?

A: First, ensure the coupon is created and active under the Payments > Coupons section. Next, go to your funnel builder and open Order from settings and verify that the 'Allow Coupons' toggle is turned on for.

Q178: How do I create a new tag and add it to my contacts?

A: To create a new tag, go to Settings > Tags and select 'Create New Tag'. To apply it, navigate to the Contacts tab, select the desired contacts, and then click the 'Add Tag' icon from the action bar at the top of the list.

Q179: My website URL is pointing to an incorrect site that I did not create. How can I resolve this?

A: A domain can only be pointed to one platform at a time. If your website was built externally, connecting that domain to Lead Connector will direct it to the content built within our system. To resolve this, you must decide which platform will host your site and configure your domain's DNS records accordingly.

Q180: How can I end a workflow when a contact submits a specific form?

A: To end a workflow based on a form submission, create a secondary workflow triggered by that specific form submission. In this new workflow, add an action to apply a unique tag to the contact. Then, in your original workflow, add an 'If/Else' condition that checks for this tag. If the tag is present, the workflow can be configured to stop for that contact.

Q181: How can I manually add existing contacts to a specific workflow?

A: Navigate to the 'Contacts' section and select all the contacts you wish to add. From the bulk actions menu that appears at the top of the list, choose the 'Add to Workflow' option. A popup will appear where you can select the desired workflow to enroll the selected contacts.

Q182: How can I cancel a bulk import of contacts that is already in progress?

A: A bulk import process cannot be stopped or canceled once it has been initiated. If the import has already completed, the most effective way to reverse the action is to go to your contacts, select the recently imported list, and perform a bulk delete action.

Q182: My imported contact list is showing a "queued" status. What should I do?

A: A 'queued' status indicates that your import is in line to be processed by the system. This is a normal part of the process and requires no action from you. The status will automatically update to 'processing' and then 'completed' once the import is finished.

Q183: How do I find the embed code for a form I created so I can place it on my website?

A: To find the embed code for a form, navigate to the 'Sites' section and then to 'Forms'. Click on the form you wish to use, and select the 'Integrate' tab. Here you will find the embeddable code that you can copy and paste into your website's HTML.

Q184: How do I change the price of a product on my sales page or funnel?

A: First, navigate to the 'Payments' tab and edit the price of the product within the 'Products' section. After updating the price there, go to your funnel or website, select the specific sales page, and open the 'Products' tab within the page editor. Ensure the updated product and its new price are correctly reflected and saved.

Q185: My emails are being delivered to the promotions tab instead of the primary inbox. How can I fix this?

A: Deliverability to the primary inbox versus the promotions tab is determined by the recipient's email provider (e.g., Gmail, Outlook). While ensuring your domain's DNS records (like DMARC) are correctly set up is crucial, building a positive sender reputation over time through consistent, high-engagement emails is the most effective long-term strategy.

Q186: How do I edit the content of automated messages being sent from a workflow?

A: Navigate to the 'Automations' section and open the specific workflow you wish to edit. Find the email or SMS step in the workflow sequence and click on it to open the editor. Here, you can modify the text, add or remove custom values, and save the changes to update the automated message.

Q187: How can I create and add a new tag to a contact?

A: To create a new tag, go to 'Settings' and then 'Tags'. You can create and manage all your tags from this screen. To add a tag to an individual contact, open their contact record and add the tag in the 'Contact Info' section. To add tags in bulk, select multiple contacts from the list and use the 'Add Tag' bulk action.

Q188: When I import contacts, how do I map a column for 'date received' if the field doesn't exist?

A: If a default field is not available for the data you want to import, you can create a new one. Go to 'Settings' and then 'Custom Fields'. Create a new field, selecting 'Date' as the field type, and give it an appropriate name. During the import process, you can then map your spreadsheet's date column to this new custom field.

Q189: My website is displaying a 404 error page. How can I fix this?

A: A 404 error typically occurs if the domain is not correctly linked to a specific page. Go to 'Settings' and then 'Domains'. Select your domain and in the settings, ensure it is properly associated with the intended default page, such as your homepage, from the dropdown menu.

Q190: Is it possible to edit the mobile-only view of my website without changing the desktop version?

A: Yes. Within the website or funnel editor, you can switch between the desktop and mobile views. To make an element visible only on one device type, select the element, go to the 'Advanced' tab in the right-hand menu, and under 'Visibility', you can choose to show it on desktop only, mobile only, or both and make changes separately for desktop and mobile.

Q191: How can I get a consolidated list of all contacts collected from my various funnels?

A: All contacts are stored centrally in the 'Contacts' section. To see contacts from specific funnels, you can use the filtering options to create a Smart List. You can filter by criteria such as 'Form Submitted' or 'Visited Page' and select the specific funnel to generate a targeted list of those leads.

Q192: How do I cancel my subscription to the service?

A: To cancel your account, please check with our customer suppor team, they will guide you with the steps or if this needs to be raised to the billing team, they will do it for you.

Q193: How can I set up a course to release content over time instead of all at once?

A: To drip-feed your course content, you can set up a workflow automation. This allows you to schedule the release of course sections or lessons at specific intervals after a student enrols, ensuring they receive content gradually over your desired timeline.

Q194: Why is my text typing backward when I am editing a survey or form?

A: This is typically not a system error but a local configuration issue with your computer or browser. Please try rebooting your computer, clearing your browser's cache, or using an incognito window to resolve the problem.

Q195: How can I add multiple attendees to a single appointment on my calendar?

A: When booking an appointment, you can add multiple contacts to the same time slot. After adding the first person, simply search for and add the additional contacts to the same appointment entry. This will not replace the original attendee.

Q196: What does the 'Wallet Balance' shown in my billing section represent?

A: The Wallet Balance is your account's prepaid credit. This balance is used for pay-per-use services such as sending text messages and making phone calls. It is not a bill for past usage but rather the available funds for future use.

Q197: A user accidentally deleted their course access email. How can I resend it to them?

A: You can easily resend the course access information by navigating to the user's profile within your contacts. From there, you can re-grant their access to the specific course offer, which will automatically trigger a new welcome email with their login details.

Q198: How do I create a shareable link for a specific product I want to sell?

A: To create a direct link for a product, you need to generate a payment link. This can be done in the 'Payments' section of the platform, where you can create a unique, share able link for any one-time or recurring product.

Q199: I need to redirect a specific URL path to a different page. How can I set this up?

A: You can manage this by navigating to 'Settings' and then selecting 'URL Redirects'. Here, you can add a new rule by entering the original URL path you want to redirect and the new destination URL where users should be sent.

Q200: How can I create and offer multiple different lead magnets?

A: You can create and manage multiple lead magnets by cloning an existing funnel or website. After cloning, you can modify the content and design of the new version and rename it, effectively creating a separate and unique lead magnet to attract different audience segments.

Q201: If I set up an A/B split test with a 50/50 traffic distribution, how are visitors directed?

A: In a 50/50 split test, traffic is distributed to each version of your page on an alternating basis. This ensures an even distribution of visitors to both the control and variation pages over time, allowing for an accurate comparison of performance.

Q202: I have a new email sending domain and want to send a campaign to a large list. What is the best practice to avoid deliverability issues?

A: To protect and warm up your new sending domain, you should use the 'Drip Mode' feature when scheduling your campaign. This feature sends your emails out in smaller, timed batches, which helps build a positive sending reputation with email providers and improves overall deliverability.

Q203: When trying to send a text message, I am receiving a 'Carrier Violation' error. Why is this happening?

A: A 'Carrier Violation' error indicates that the mobile carrier has flagged the message content as potentially violating their policies, often due to promotional language, certain keywords, or the inclusion of URLs or link shorteners. To resolve this, revise your message to be more conversational and remove any elements that could be interpreted as spam.

Q204: Why am I getting an error when I click on my funnel's URL, but my connected domain is also being used for my Lead Connector WordPress site?

A: A domain or subdomain can only be pointed to one destination at a time. If your domain is currently connected to your Lead Connector WordPress site, you cannot simultaneously use it for your funnel. You must first disconnect the domain from the WordPress site before you can successfully link it to your funnel.

Q205: I am not receiving email notifications when someone fills out the form attached to my calendar. How can I enable this?

A: To receive notifications for form submissions, you must create a dedicated workflow. Set the trigger to 'Form Submitted' and select your specific form. Then, add an 'Internal Notification' action, such as an email or SMS, to be sent to you whenever the form is completed.

Q206: Is it possible to have multiple pricing options available within a single payment link?

A: No, it is not currently possible to configure multiple prices within one payment link. Each payment link is designed to be associated with a single, specific price point. To offer different pricing tiers, you would need to create a separate payment link for each option.

Q207: How can I enable WhatsApp messaging for international numbers, such as Australian phone numbers?

A: To enable the WhatsApp messaging feature for international numbers, you need to contact our support team, they will raise a request with backend team to enable international messaging.

Q208: My mobile app is not showing any data and I cannot retrieve my conversations. How can I fix this?

A: If you are unable to see data or conversations in the mobile app, please try uninstalling and then reinstalling the application. This should resolve the issue.

Q209: How do I correctly format my dedicated sending domain when setting it up?

A: When setting up your dedicated sending domain, it is best practice to use a subdomain such as 'mail.yourdomain.com'. Enter this subdomain, add and verify it, and then update the new DNS records with your domain provider.

Q210: Why am I receiving the error message "contact.comments already exists. Please input a different name or fieldKey" when saving a form?

A: This error occurs when you have a duplicate custom field. To fix this, navigate to Settings and then Custom Fields to locate the duplicate field and either rename or delete it.

Q211: What is the process for adding a hyperlink to my landing page?

A: To add a hyperlink, select the text or button element on your landing page that you want to be clickable. In the element's settings, you will find an option to insert a URL. Paste your desired link there and save the changes.

Q212: My A2P registration was rejected due to an inability to validate the provided URL. How can I resolve this?

A: To fix a URL validation rejection for A2P registration, instead of providing a standard website URL, please provide a direct link to a hosted screenshot of your opt-in form.

Q213: How can I assign a specific phone number to a user in my account?

A: To assign a phone number, navigate to Settings and select My Staff. Click the pencil icon to edit the desired user's profile. In the Call & Voicemail Settings section, choose the appropriate phone number from the Inbound Number dropdown menu.

Q214: Where can I find my call recordings and voicemail messages?

A: You can access all call recordings and voicemail messages by navigating to the 'Reporting' section in the main menu and then selecting the 'Call Reporting' tab.

Q215: How do I prevent a button's text from wrapping into multiple lines on the mobile view of my form?

A: In the form builder, switch to the mobile view. Select the button element and adjust its 'Font Size' setting specifically for mobile until the text fits neatly on a single line.

Q216: How can I add an unsubscribe link to my email campaigns?

A: Within the email editor, you can add an unsubscribe link by using the 'Trigger Links' feature or by inserting a custom value for the unsubscribe link, which is typically found under 'Marketing' or 'Email' settings.

Q217: How do I restore contacts that were accidentally deleted in bulk?

A: To restore deleted contacts, go to the main Contacts list, click on 'More Actions', and select 'Restore Contacts'. From there, you can select the contacts you wish to restore either individually or in bulk.

Q218: I am unable to make outbound calls, and they are dropping immediately. What could be the cause?

A: This issue is typically caused by insufficient funds in your account wallet. Please navigate to Settings and then Billing to add more funds, which should re-enable your calling capabilities.

Q219: Is it possible to change my account's login email address?

A: Yes, to change your login email address, please contact our support team with your current email and the new email you wish to use, and an agent will update it for you.

Q220: How do I connect my Google Calendar to the system to see my appointments?

A: To sync your Google Calendar, navigate to your Profile settings, select Integrations, and connect your Google account. Ensure you have selected the correct calendar for two-way synchronization.

Q221: My organic pipeline is creating duplicate leads for the same contact. How can I prevent this?

A: To prevent duplicate opportunities, ensure that in your workflow settings, the option to 'Allow multiple' opportunities for a contact in the same pipeline is turned off.

Q222: How can I change the default duration for my appointments?

A: You can adjust the default appointment length by navigating to your calendar settings. Within the settings for the specific calendar, you will find an option for 'Meeting Duration' where you can set your preferred time.

Q223: How can I track a contact's progress in a course they are enrolled in?

A: To view a specific contact's course progress, navigate to Membership > courses> Analytic and select the course, there you will see the contacts enrolled in that course and their percentage of completion.

Q224: My funnel's button is not working when clicked. How can I link it to the next step or a booking page?

A: To connect a button to the next step in your funnel, you must edit the button's settings within the funnel builder. Set the button's action to 'Go to next step in funnel' to ensure a seamless transition for the user after they click it.

Q225: How can I automatically send a text message reply when a customer texts a specific keyword?

A: You can create an automation to handle this. Set the workflow trigger to 'Customer Replied' and add a filter for the specific keyword. Then, add an 'Send SMS' action with the automated message you wish to send in response.

Q226: How can I copy a section from one funnel page and paste it into another?

A: Within the funnel builder, you can save any section as a template. Open the section settings, choose 'Save as Template,' and give it a name. Then, on the other funnel page, add a new section and select your saved template to insert it.

Q227: How can I attach a document, like a welcome packet, to an automated email in a workflow?

A: To attach a file to an email within a workflow, edit the specific 'Send Email' action. You will find an 'Attachments' option where you can upload your document directly from your computer.

Q228: How can I create a calendar that requires a payment to book an appointment?

A: In the settings for your specific calendar, you can enable the 'Accept Payments' option. You will need to have a Stripe account integrated to process the transaction, and you can set the required appointment fee directly in the calendar settings.

Q229: How can I automatically tag new contacts from a Facebook Lead Ad and add them to my contact list?

A: To automatically tag new contacts from your Facebook Lead Ads, you need to create an automation. Set the trigger for this automation to 'Facebook Lead Form Submitted' and select the specific form you are using in your ad. Within the automation, you can then add an action to 'Add a Tag' to the new contact.

Q230: My Google Ads conversions are not appearing in the reporting section. How can I fix this?

A: First, ensure your Google My Business account is connected by navigating to the 'Integrations' section. Once connected, go to the 'Reporting' tab to create a new, custom report that will pull in your Google Ads conversion data.

Q231: I'm having trouble connecting my Facebook and Instagram accounts to the Social Planner. What steps should I follow?

A: Ensure your Instagram profile is a Business or Creator account and that you have 'Admin' or 'Editor' permissions on the associated Facebook Page. Connect your Instagram account to your Facebook Page directly within Facebook's settings. If issues persist, try clearing your browser's cache and cookies or using an incognito window to complete the connection process.

Q232: Why are the saved changes to my email template not showing up in the emails sent through my automation?

A: Changes made in the 'Email Templates' section do not automatically update in active workflows. You must go into the specific workflow, open the email action, and re-select or update the template to ensure the latest version with your changes is sent.

Q233: Is it possible to auto-populate a contact's first name in an SMS text message?

A: Yes, you can personalize SMS messages by using custom values. Insert the custom value for the contact's first name directly into your SMS template, and it will be automatically populated for each recipient.

Q234: When I try to preview my course, it shows a different course. How can I preview the correct one?

A: To properly preview a course, you must have access to it as a contact. Create a contact profile for yourself within the system and grant that contact access to the specific course offer you wish to preview.

Q235: How do I change the main banner image for my courses and client portal?

A: You can update the banner image by navigating to 'Settings' and then selecting the 'Memberships' tab. Within this section, you can customize the branding, including the banner image, under 'Site Details' and 'Client Portal'.

Q236: How do I get a shareable link to invite people to my community, and can I customize this link?

A: To get an invitation link, navigate to your community and find the 'Invite Members' option. This will provide a unique link you can share. Please note that these links are system-generated and cannot be customized.

Q237: How can I view the open and click-through rates for emails sent within a workflow?

A: Navigate to the 'Automations' section and open the specific workflow containing the emails you want to analyze. Click on the email step in the workflow, and then select the 'Statistics' tab to view its performance data.

Q238: How am I notified of new sales, and how do I access the funds?

A: All payments are processed through your connected Stripe account and funds must be transferred from there to your bank. To receive an email notification for each sale, set up an automation with a 'Payment Received' trigger and add an 'Internal Notification: Email' action.

Q239: If a user who previously unsubscribed from emails submits a new form, are they automatically re-subscribed?

A: No, for compliance reasons, a user who has unsubscribed will not be automatically re-subscribed by submitting a new form. If you gain their explicit consent to be re-subscribed, you must manually update their contact record to remove the Do Not Disturb (DND) status for emails.

Q240: My workflow is not being triggered for new contacts. What could be the issue?

A: Check the trigger setup in your workflow. If it's based on a tag, ensure that the tag is being correctly applied to the new contacts. The integration responsible for adding the tag (e.g., from an external service like Lead Connector) may need to be checked by an administrator to ensure it is functioning correctly.

Q241: Can I create a new opportunity for a contact that already exists in my pipeline?

A: By default, the system may prevent the creation of duplicate opportunities for the same contact. To change this, navigate to 'Settings', then 'Business Profile', and enable the option to 'Allow Duplicate Opportunities'.

Q242: I can't find the link to send clients to schedule a discovery call. Where is it?

A: Scheduling links are found within the 'Calendars' section. Navigate to 'Calendars', then 'Calendar Settings'. Select the specific calendar you want to share, and you will find the permanent scheduling link that you can copy and send to your clients.

Q243: How can I embed an Instagram post into an email so the preview is visible?

A: Due to limitations from most email clients, you cannot directly embed a live Instagram post. The best practice is to take a screenshot of the post, insert that image into your email, and then link the image directly to the URL of the Instagram post.

Q2444: Why did my appointments automatically shift by an hour, and how can I prevent this during Daylight Saving Time changes?

A: Appointment times may shift due to Daylight Saving Time (DST) transitions, as the system does not currently feature an automatic adjustment for this. We recommend manually verifying all appointment times after a DST change occurs.

Q245: How can I receive notifications for email replies, and where can I view the responses?

A: To be notified of email replies, you must set up a specific workflow automation. Once configured, all replies will be visible within the 'Conversations' tab for that contact. You can seek help with our customer support agent on building this automation.

Q246: What is the process for integrating WhatsApp, and can I use my existing phone number on both the platform and my phone?

A: A one-time activation fee is required to integrate WhatsApp. You must use a dedicated phone number for this feature. While you can port an existing number, it will then only be accessible through this platform and will no longer function on your mobile phone.

Q247: Why are my automated AI-powered messages via Facebook Messenger showing as 'unsuccessful'?

A: This can occur based on the recipient's activity on Facebook Messenger. Messages may initially show as 'unsuccessful' if the user is inactive, but they should be delivered once the user becomes active again. If the issue persists reach out to our customer support for help.
Q248: How can I create a quiz where the outcome is determined by the participant's answers?

A: You can configure your quiz results by assigning points to each answer option. To do this, click on the question field, select 'Options,' and assign a point value to each choice. The result with the highest accumulated score will be displayed on the results page.

Q249: What should I do if my account has been suspended?

A: For any account-related issues, including suspensions or billing inquiries, we have to check this with admin team, Our support team will help you with that.

Q250: How do I remove a user from my account?

A: To remove a user from your account,You can delete the user from the settings > My staff and delete the user you want to remove, or  provide our support team with the name and email address of the user you wish to delete, they will also process the removal for you.

Q251: Where can I find my monthly invoices?

A:To check your billing history, go to Settings > Billing > Transactions. If you're unable to access it, please reach out to our support team, and they'll assist you further.

Q252: Why is Google Meet unavailable as a meeting location in my calendar settings even after I've connected it?

A: The direct integration for selecting Google Meet as the default meeting location within the calendar settings is not supported. To include a Google Meet link, you will need to add it manually to the event description or use a custom field.

Q253: How can I add custom HTML code to build a page on a funnel or website?

A: To add custom code, navigate to the funnel or website builder, add a new element, and select the 'HTML' element. You can then paste your entire HTML code into this element to create your custom page design.

Q254: I can't find my form submissions. Where did they go?

A: If your form submissions are not appearing, please check the date filter in the 'Submissions' tab. An incorrect or narrow date range is the most common reason for submissions not being visible. Adjust the filter to view all submissions.

Q255: Why are my emails going to the spam or promotions folder after setting up a new dedicated domain?

A: When using a new email domain, it needs time to build a positive sending reputation. Initially, emails may land in spam or promotion folders. Consistent sending and positive engagement from recipients will improve the domain's credit score over time, leading to better inbox placement.
Also check if you have setup the correct Header email which reflects the domain you have added.

Q256: How can I find out who is hosting my website?

A: You can use a free online tool like an MX Toolbox to look up your domain's hosting information. By entering your website's address, the tool will provide details about your hosting provider.

Q257: How can I create a smart list to segment and organize my contacts?

A: Help article is available in our help library that provides a step-by-step guide on how to use filters to create and save smart lists, allowing you to effectively segment and manage your contacts based on specific criteria.

Q257: How can I redirect users to another page after they schedule an appointment on my calendar?

A: Within your calendar's settings, you can specify a redirect action upon form submission. You can choose to redirect to a specific URL, allowing you to send users to a thank you page, a quiz, or any other relevant page after they book a meeting.

Q258: I am unable to make calls from my desktop, although the feature works perfectly on the mobile app. I have already tried clearing my browser cache and other basic troubleshooting. What else can I do?

A: If you are experiencing issues with making calls on your desktop after trying basic troubleshooting, it may indicate a localized browser issue. We recommend recording a short screen-share video of the problem to help our support team diagnose it accurately.

Q259: When a contact unsubscribes from my email campaign, are they automatically removed from the tags they have?

A: No, contacts are not automatically removed from tags when they unsubscribe. To automate this, set up a workflow with an email event trigger and select the filter  "Unsubscribe". This workflow can then be configured to automatically remove any desired tags from the contact.

Q260: How can I enable video progress tracking and require users to watch a certain percentage of a video before they can mark a lesson as complete?

A: To configure video progress tracking, navigate to the Memberships section and select Courses. Choose the course you wish to edit, then go to its settings to find the option to enable "Track video progress" and set a required viewing percentage.

Q261: Where can I find my booking calendar and get a shareable link to send to clients?

A: To locate your calendar and obtain a shareable booking link, navigate to the Calendars tab, then access the Calendar Settings. Next to the calendar there is a share button click on that to get the shareable link.

Q262: I was notified that a contact requested a lead magnet, but I have multiple lead magnets. How can I identify which specific one they requested?

A: To determine which lead magnet a contact requested, check the contact's activity history or the submission data from the form or funnel they used. This will show you the exact source of the opt-in and the associated lead magnet.

Q263: How do I ensure that appointments booked in the system automatically sync to my Google Calendar?

A: To enable automatic syncing, first integrate your Google Calendar by going to Settings and then My Profile. Once connected, navigate to the Calendars section, select the specific calendar you want to sync, and ensure its settings push new appointments to your integrated calendar.

Q264: My uploaded vertical videos in membership/courses are are being displayed in a landscape player with black bars. Is it possible to change the video player orientation to portrait?

A: Currently, the video player within membership/courses only supports a standard 16:9 landscape aspect ratio. Displaying videos in a native portrait orientation is not a feature at this time, but this has been noted as a feature request for future platform updates.

Q: The theme customizer for my course is not loading the preview and is showing an error. What could be causing this?

A: This issue is typically caused by an incorrectly configured client portal domain. Please navigate to your site settings and ensure that your client portal domain is set up and saved correctly. Once this is fixed, the theme customizer should load as expected.

Q: How can I grant complimentary access to a paid course for a specific client?

A: To grant a client free access to a course, navigate to their contact record. Under the 'Offers' tab, you can manually add and grant them access to the specific product without requiring a purchase.

Q: How do I set up a dedicated email sending domain? The system is asking for a subdomain.

A: For optimal email deliverability, it is recommended to use a subdomain, such as 'replies.yourdomain.com'. Add your chosen subdomain in the email domain settings to generate the required DNS records, which you will then need to add to your domain provider's settings.

Q: Is it possible to have multiple payment options, like a one-time payment and a payment plan, for the same product on a single order form?

A: Yes, you can offer multiple pricing options for one product. In the funnel editor, add a 2-step order form, and under the Products tab for that step, you can add the same product multiple times with different pricing plans.

Q: I am trying to add a new team member, but I receive an error message that their email is already in use. How can I resolve this?

A: This error occurs if the email address is associated with another account across the platform. Please contact support with the email address you wish to add, and we can resolve the conflict on our end to allow you to add the user.

Q: How can I receive an email notification whenever someone books an appointment on my calendar?

A: To receive email notifications for new bookings, create a new workflow. Set the trigger to "Appointment" with a status of "Confirmed." Then, add an action to send an internal notification email to your desired address.

Q: My phone number's A2P registration was rejected. How can I find out the reason for the rejection?

A: If your A2P registration is rejected, our support team can look up the specific failure reason provided by the carriers. This information will help you correct the necessary details in your business profile before you resubmit the application.

Q: I have multiple children from the same parent as clients. How can I create separate opportunities for each child without creating duplicate parent contacts?

A: You can create multiple opportunities under a single parent's contact record. When adding a new opportunity, simply type the same parent's name in the client field and it will link to the existing contact, preventing duplicates.

Q: How can I create a paid event where multiple people can book for the same time slot?

A: To accommodate multiple bookings for a single, paid event, you should create a round-robin calendar. This allows several participants to register for the same event time.

Q: What should I do if I receive a 'multiple A records' error while connecting my domain?

A: A 'multiple A records' error indicates that your domain is already connected to another website. To resolve this, log in to your domain provider's portal, navigate to the domain's DNS settings, and remove the pre-existing website connection.

Q: Is it possible to sync a numeric opportunity field with a numeric contact field using a variable in a workflow?

A: No, you cannot use a variable to sync a numeric opportunity field with a numeric contact field directly. To use a variable for syncing, the destination contact field must be a text field.

Q: Why am I still receiving calendar confirmation emails after disabling the notification setting, and how can I stop them?

A: If you are receiving unwanted confirmation emails, they are likely being triggered by active workflows. To stop them, you must manually locate the specific workflows sending these emails and switch their status from 'Published' to 'Draft' mode.

Q: Why are replies to my SMS workflow not appearing in the 'Conversations' view?

A: If you cannot see specific conversations, check the filter settings within the 'Conversations' tab. Changing the filter from 'Unread' or 'Recent' to 'All' will display all interactions.

Q: How can I use my primary domain for a funnel and a subdomain for my membership portal login?

A: You can use your existing domain for both. A subdomain is created by adding a prefix to your root domain (e.g., https://www.google.com/search?...). In your settings, assign the root domain to your funnel and add the new subdomain to your membership portal's domain settings.

Q: What is the process for creating a branded mobile app, and how do I get the required DUNS number?

A: You can find a comprehensive guide for setting up your branded mobile app in our help library. To obtain a DUNS number, which is required for app store registration, you must apply directly through the Apple Developer Program.

Q: What is the monthly cost for a branded mobile app?

A: The branded mobile app is available for a monthly subscription fee of $79.

Q: When adding a video to a course using the 'link' option, does it embed the video from the source or upload it to the platform?

A: Using the 'link' option will fetch the video file from the provided URL (e.g., a public link from Google Drive or Dropbox) and upload it directly to the platform's media storage. It does not simply create an external link.

Q: How can I grant course access to members who previously paid through a different platform?

A: You can manually grant access to existing members by navigating to their contact record and adding the specific course offer under the 'Offers' tab. They will then receive an automated email with a link to access the course.

Q: How do team members get notified when they are added to an account?

A: When you add a new team member to your account, they will automatically receive an email notification prompting them to set a password and log in to their new account.

Q: What is the difference between a contact being 'Unsubscribed' versus having 'DND' (Do Not Disturb) enabled?

A: A contact becomes 'DND' when they unsubscribe. 'Unsubscribed' means they have opted out of all communications permanently. DND is the status that prevents further messages from being sent to them while keeping their contact record for historical purposes.

Q: How can I hide the header on a single website page without affecting the global header setting on other pages?

A: To hide a global header on a specific page, select the header section in the editor and choose the 'Unlink' option. This will convert it to a local section on that page only, which you can then delete without impacting other pages.

Q: My funnel is not delivering the correct product after a purchase. How can I fix this?

A: Check the product associated with your funnel's order form. Ensure the correct product and offer are selected. If a customer has received the wrong product, you can manually revoke the incorrect access and grant access to the correct one from their contact record.

Q: Is it possible for a customer to apply multiple coupon codes at checkout?

A: No, the system currently allows for only one coupon code to be applied per transaction at checkout. It is not possible to add multiple coupon fields.

Q: How do I fix a 404 error on my website after connecting a domain?

A: A 404 error after connecting a domain is typically caused by incorrect DNS records. Ensure you have only one A record pointing to the platform's IP address and a CNAME record for 'www' pointing to the platform's site value. Remove any conflicting records from your domain provider's settings and allow time for the changes to propagate.

Q: How can I purchase a new local phone number for my account?

A: To purchase a new phone number, navigate to the Settings section in your account. From there, select the 'Phone Numbers' tab and click on the 'Add New Number' button to begin the process. Note that you may need to complete A2P registration for the new number.

Q: How do I automatically trigger a workflow after a product is purchased from my funnel?

A: To initiate a workflow upon a sale, set the workflow trigger to 'Product Purchased.' Then, add a filter to specify the exact product from the dropdown menu. This ensures the automation only runs for the intended product purchase.

Q: How can I redirect my main domain (e.g., domain.com) to a specific page (e.g., domain.com/home)?

A: To set a default page for your root domain, go to Settings and then Domains. Select your domain and use the 'Default Page' dropdown menu to choose the specific website or funnel page you want visitors to land on when they access your main URL.

Q: How do I change the item name and price displayed on my funnel's order page?

A: The product details on your order page are managed in the 'Products' tab for that specific funnel step. Navigate to your funnel, select the order page step, and click the 'Products' tab. Here you can add, edit, or remove products, and update their names and prices as needed.

Q: My phone call forwarding isn't working correctly. How can I troubleshoot this?

A: First, verify that the call forwarding number is entered correctly in your Phone Number settings. Ensure there are no typos or missing digits. Once confirmed, place a test call to your business number to check if it successfully forwards to the designated phone.

Q: What is the most efficient way to update a specific contact field for many contacts at once?

A: The best method for bulk-updating contact fields is to use a workflow. You can create a simple automation that uses the 'Update Contact Field' action to change the desired field to a new value for all contacts who enter that workflow.

Q: Why does my order form show a 'No Product Found' error to customers?

A: This error occurs when a product has not been associated with the order form page within your funnel. To fix this, open your funnel, select the order form step, and go to the 'Products' tab. From there, you must add the specific product you intend to sell on that page.

Q: How can I automatically add a tag to a contact immediately after they submit a specific form?

A: This can be achieved by creating a workflow. Set the trigger to 'Form Submitted' and select your specific form. The first action in the workflow should be 'Add Contact Tag,' where you can specify which tag to apply to the contact upon submission.

Q: Why can't I access my course on a desktop browser, even though I'm a paid member and it works on the mobile app?

A: This is often a browser-specific cache issue. Try accessing the course using an incognito or private browser window. If that works, you should clear your regular browser's cache and cookies to resolve the problem permanently.

Q: How can I cancel my subscription?

A: To cancel your account subscription, you must contact the billing team directly by sending an email to the support address provided by Lead Connector. Technical support agents do not have the permissions to handle billing and cancellation requests.

Q: My email domain verification is failing. What should I do?

A: Failed verification is often due to minor errors in the DNS records. Double-check the records you've added in your domain provider against the ones provided by the platform. Ensure there are no extra spaces or characters. If the issue persists, support can log in to your domain provider to assist with correcting the records.

Q: How can I get my emails to work again after moving my domain to a new provider?

A: If your emails stop working after a domain transfer, it is likely because the MX records were not correctly configured at your new domain provider. You will need to obtain the correct MX records from your email hosting service (e.g., Google Workspace) and add them to the DNS settings of your domain at your new provider.

Q: How can I use different fonts in my funnels or websites?

A: Yes, you can customize the fonts used in your funnels and websites. Within the funnel or website editor, navigate to the 'Typography' settings. From there, you can select from a variety of pre-loaded fonts or add your own custom fonts to apply to your headlines and general text.

Q: How can I automatically add contacts to an opportunity pipeline after they submit a form?

A: You can automate this process by creating a workflow. Set the workflow trigger to 'Form Submitted' and specify the particular form. Then, add an action to 'Create/Update Opportunity' and select the target pipeline and the stage where the contact should be placed.

Q: A client paid for a course but didn't receive the access email. I granted them access manually. What did I miss?

A: To ensure a client receives their access credentials, you must grant them the specific 'Offer' associated with the course, not just add the course to their profile. Granting the offer is the action that triggers the system to send the official welcome and login email.

Q: How can I cancel my subscription to the service?

A: To cancel your subscription, you will need to contact our billing team directly. Please send a detailed email with your request to the support email address provided by Lead Connector.

Q: How can I link a downloadable file, like a PDF, to a button on my funnel page?

A: First, upload your file to the Media Library found under the 'Sites' section. After uploading, click on the file to copy its URL. Then, go to your funnel editor, select the button you want to use for the download, and set its action to 'Go to website URL'. Paste the copied file URL into the link field.

Q: When I merge two contact records, the payment history from one of them disappears. Why is this happening?

A: This is the expected behavior of the system. When merging contacts, the system retains only the payment records, appointments, and other data associated with the 'master' contact record you select. The data from the secondary contact is not transferred over.

Q: How can I direct incoming calls to the web application instead of my personal phone number?

A: In your user profile settings for call handling, you can specify where incoming calls should be routed. To receive calls within the platform, select the 'Web App' option as the forwarding destination. Ensure this setting is updated for all relevant staff members.

Q: My calendar appointments from my phone's native calendar (like iCloud) are not appearing in the platform. How do I fix this?

A: The system requires each calendar service to be connected individually. If you have already synced your Google Calendar, you must also sync your iCloud calendar separately. Go to your profile integrations and add a new connection for your iCloud calendar to see all your appointments.

Q: Is it possible for clients to use a coupon when booking an appointment directly through the calendar?

A: Currently, the calendar booking feature does not support the direct application of coupon codes. As a workaround, you can create a funnel page with an order form that accepts the coupon. After the form is submitted, redirect the user to the calendar to book their appointment.

Q: How do I provide someone with a direct link to a specific lesson inside one of my courses?

A: To get a direct link to a specific lesson, you can access the course as if you were a student. Navigate to the exact lesson you want to share, and then simply copy the complete URL from your browser's address bar. This link will lead directly to that lesson.

Q: How can I add a widget to my dashboard to display my sales transactions?

A: To customize your dashboard, click the 'Add Widget' button. This will open a library of available widgets. From there, you can find and select various widgets related to payments and transactions to add to your dashboard for easy viewing.

Q: How can I add existing contacts who already have a specific tag to a new workflow?

A: Navigate to your contacts list and use the filter to select all contacts with the specific tag. Once the contacts are selected, you can use the bulk action tool to add all of them to your desired workflow at once. This will enroll them without needing to tag them again.

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Q: How can I receive a personalized walkthrough for setting up complex features like automations?

A: Our support team is happy to provide a live, one-on-one walkthrough via a Zoom call to guide you through setting up automations and other advanced features. Please contact us to schedule a session.

Q: Why isn't my email click-through rate increasing when I test the links myself multiple times?

A: The system's analytics are designed to track unique clicks per contact. This means that no matter how many times a single contact clicks on a link, it will only be registered as one click to ensure accurate engagement data.

Q: How do I ensure the "unsubscribe" link appears in the emails I send to my contacts?

A: To display the unsubscribe link, you must insert the corresponding custom value, {{unsubscribe_link}}, into the body of your email template or workflow email.

Q: I am having trouble uploading a video to my course. What troubleshooting steps can I take?

A: If you are unable to upload a video, first try uploading the file directly from your computer instead of using a link. If the issue persists, please try clearing your browser's cache and performing a hard reload, or attempt the upload using a different web browser.

Q: How can I add a PayPal payment option to my order forms?

A: First, you must integrate your PayPal account within the 'Payments' section of the settings. This requires creating a Developer App in your PayPal account to obtain the necessary API credentials. Once connected, the PayPal option will automatically become available on your order forms.

Q: How do I add a new contact to an existing smart list?

A: Contacts are automatically added to a smart list when their information matches the specific filter criteria you have defined for that list. You do not need to add them manually.

Q: My form submission is not triggering the corresponding workflow. What could be the issue?

A: This problem often arises from having duplicate forms with the same name. To resolve this, ensure the form used in your funnel is uniquely named and is the exact one selected as the trigger in your workflow settings.

Q: How do I find a comprehensive list of all bounced emails so I can clean my contact list?

A: You can find a complete list of bounced emails by navigating to Settings, then Email Services, and clicking on the Email Analytics tab. This will allow you to view and manage contacts whose emails have bounced.

Q: How can I change the "From" email address that my marketing emails are sent from?

A: You can specify the sending address by setting up a dedicated email domain in your account's SMTP settings. After it is verified, you can then set the "From Name" and "From Email" for each email within the email builder or workflow editor.

Q: I need to reactivate my account which is currently paused. How do I do this?

A: For any billing-related inquiries, including pausing or reactivating your account, you must contact our billing team directly for assistance by emailing support@Lead Connector.com.

Q: How can I customize the automated login details email that a customer receives after a course purchase?

A: You can edit the default course login email by navigating to the Client Portal section, then going to Settings and selecting Email Settings. Please note that this will be the standard login email for all courses.

Q: The CAPTCHA on my form is not working on mobile devices. How can this be fixed?

A: This is a known issue that our technical support team can resolve for you. Please contact us, and we will apply a fix that corrects the CAPTCHA functionality across all of your forms.

Q: I would like to add a custom field to my opportunity cards. How can I do this?

A: Adding custom fields to opportunities can be accomplished within the settings. However, for a guided experience, our support team is available to walk you through the process on a quick Zoom call.

Q: How do I create a new tag to organize my contacts?

A: To create a new tag, navigate to the main Settings menu and select the 'Tags' subsection. There, you will find an option to create and name new tags for future use.

Q: My website page is showing a 404 error, but my homepage is working correctly. What is wrong?

A: A 404 error on a specific page while the rest of the site is active often points to an issue with the page's URL path or its publishing status. Our support team can quickly diagnose and fix such routing issues.

Q: How can I add a new stage to an existing workflow without having to start over?

A: You can add a new branch to an active workflow. This change will only apply to new leads that enter the workflow, and it will not affect any leads that are already in progress.

Q: How do I resolve the 'A2P 10DLC registration is incomplete' error to enable SMS sending?

A: To complete your registration, navigate to Settings, then Phone Numbers, and select the Trust Center. You must get your campaign verified from this section to successfully send SMS messages.

Q: Why am I unable to listen to call recordings?

A: Access to call recordings is a permission-based feature. If you cannot access them, it is likely that your user profile does not have the required permissions enabled. Please contact your account administrator to have them grant you access.

Q: How do I indicate that a contact has been called or attended an event?

A: You can track contact interactions by adding a specific 'Tag' (e.g., "Called" or "Attended"), adding a detailed 'Note' with the date and summary, or creating a 'Task' for follow-up within the contact's profile.

Q: How do I connect my Zoom account to ensure meeting links are automatically included in calendar bookings?

A: Navigate to Settings > My Profile > Calendar > Video. From there, you can integrate your Zoom account. Once connected, ensure it is selected as the meeting location in your calendar's settings.

Q: Why are certain sections of my funnel or website not appearing on the live page even though they are visible in the editor?

A: This is often caused by a browser caching issue. Please try clearing your browser's cache and cookies, then completely close and restart your browser before viewing the live page again.

Q: A contact accidentally opted out of SMS messages by replying with a stop word. How can I re-enable messages for them?

A: When a user enables Do Not Disturb (DND) for a specific communication channel, it cannot be manually overridden by an admin. The contact must send the word 'START' back to the number to opt-in again.

Q: How can I add private notes to a contact's record that are only for my internal reference?

A: To add a private note, open the desired contact's profile. Within the contact's activity feed, you will find a dedicated section for adding internal notes that are not visible to the contact.

Q: When I call from my ported number, recipients see a 'user busy' message. How can I route calls to the app?

A: You can set where incoming calls are directed in your user profile's call settings. To have calls ring directly within the desktop or mobile application, you must select that option as the preferred call-handling method.

Q: How can I transfer a sub-account to a different agency?

A: To initiate a sub-account transfer, you can either pause the account or delete it from your agency. The new agency will then be able to take ownership of the account. For specific steps, a video guide is available.

Q: How do I connect my PayPal account to accept payments?

A: To connect PayPal, go to the Settings menu and select Payments. In the payment gateway section, you will find the option to integrate with Stripe, which then allows you to enable PayPal as a payment method.

Q: What does the 'manage categories' option do when creating a quiz?

A: The 'manage categories' feature allows you to group your quiz questions into different sections. This helps in organizing the quiz structure and tracking responses based on the specific category each question belongs to.

Q: Is it possible to import an entire website from another platform directly into my account?

A: The system does not support the direct transfer or cloning of a website from an external platform. You will need to rebuild the website from scratch using the available tools and templates.

Q: How can I configure incoming calls to ring for all users simultaneously?

A: Go to Settings and then Phone Numbers. Click the three dots next to the desired phone number and select 'Edit Configuration'. In the call routing options, you can set it to forward the call to all users in the account at once.

Q: How can I ensure that when I create a duplicate contact, the system merges it with the existing record instead of creating a new one?

A: This feature can be managed in your Business Profile settings. By disabling the option to allow duplicate contacts, the system will automatically merge new entries with existing contacts that share the same email or phone number.

Q: Is it possible to move or copy content from one course product to another?

A: The system does not currently support copying or moving content directly between different products. However, you can duplicate an entire product and then make the necessary modifications to the duplicated version.

Q: I am trying to connect my domain, but I'm getting an error that it already exists with another account. How do I fix this?

A: This error indicates that your domain's DNS records are still pointing to a previous service. You must log in to your domain registrar's dashboard and remove any existing A or CNAME records before attempting to connect it again.

Q: How do I set up a workflow to automatically send an email with a product link after a purchase is made?

A: Create a new workflow with the trigger set to 'Order Form Submission'. Then, add an action to send an email. In the email template, you can include the smart link to the purchased product, ensuring the customer receives access immediately after payment.

Q: How can I cancel my subscription before the trial period ends?

A: To cancel your account, you must contact the billing team directly via their support email address as they are the only department authorized to process subscription changes and cancellations.

Q: My Instagram automation workflow is not being triggered by DMs. How can I fix this?

A: This can often be resolved by refreshing the connection to your social media accounts. Navigate to your integration settings, disconnect your Facebook and Instagram accounts, and then reconnect them.

Q: I forgot to cancel my free trial and have been charged. How can I request a refund and cancel my account?

A: We can create a support ticket for your cancellation and refund request. The billing team will then contact you directly via email to process the request and confirm the details.

Q: How do I create a new product, like a course, that I can then add to a sales funnel?

A: Before a product can be added to a funnel's order form, it must first be created in the 'Memberships' section. Navigate to Memberships > Products, and build your course or digital product there first.

Q: Is it possible to duplicate or clone a course to create a different version, for example, a free preview?

A: Yes, you can easily duplicate any existing course. From your list of products, select the option to clone the course, which will create an identical copy that you can then modify as needed.

Q: How can I test my funnel's checkout process without using a real credit card?

A: In your funnel's settings, switch the Payment Mode to 'Test'. You can then use the test card number 4242 4242 4242 4242, a valid future date like 12/34, and any three-digit CVC to simulate a purchase.

Q: How do I add a dedicated domain for sending emails?

A: Navigate to Settings > Email Services > Dedicated Domain and IP. From there, you can add your domain, and the system will provide the necessary DNS records that you must add in your domain provider's settings.

Q: For sending high-volume emails for multiple clients, should I use one account or create separate sub-accounts?

A: For managing multiple clients, the best practice is to create a separate sub-account for each one. Each sub-account should have its own dedicated sending domain to protect individual sender reputations.

Q: My website is published but shows a long string of numbers in the URL instead of loading on my root domain. How do I fix this?

A: Go to your website's settings and find the domain configuration. Here, you can select which page should be the default page for the root domain, which will remove the extra path from the URL.

Q: How do I create a workflow that assigns contacts to different users based on a custom field?

A: Create a workflow using an 'If/Else' condition. Set up different branches based on the value in the contact's custom field. Within each branch, add the 'Assign to User' action to route the contact to the correct team member.

Q: There is a large white space or a small, broken icon appearing in my email templates. How can I remove it?

A: This issue is typically caused by an empty or broken element, such as a divider or an image block with no image loaded. In the email builder, carefully inspect your template and delete any empty elements that are causing the unwanted space.

Q: My funnels and website pages are suddenly unavailable. What could be the cause?

A: This is often due to a DNS conflict. Check your domain provider's settings and ensure you do not have multiple 'A' records for your root domain. You should only have one 'A' record pointing to the required IP address.

Q: How can I get a lead's form answers to appear in my internal notification emails?

A: In your workflow's internal notification email, use custom values to pull in the form data. Select 'Contact', then 'Custom Fields', and insert the specific field for each question from your form to display the answers in the email.

Q: How can I create a workflow that adds a tag to a contact when they click a link in an email?

A: First, create a 'Trigger Link' in the Marketing settings. Next, use this trigger link as the destination URL for a button in your email. Finally, build a workflow with the trigger 'Trigger Link Clicked' and add an

Q: My Opportunities page is not loading and my notes are not saving. Is there a system issue?

A: This is a known global issue our development team is actively working to resolve. This is a system-wide problem, and we expect it to be fixed within a few hours. We apologize for the inconvenience.

Q: How can I add a custom field, like a checkbox, to a contact's profile?

A: Navigate to Settings, then select Custom Fields. You can add a new field and choose the type, such as 'Checkbox'. Once created, this field will be available on all contact records in the location you specify.

Q: My Facebook leads are appearing in Contacts but not as new Opportunities in my pipeline. How do I fix this?

A: You need to set up a workflow. Use the trigger 'Facebook Lead Form Submitted' and then add the action 'Create or Update Opportunity'. This will ensure all new leads from your form are automatically added to the pipeline.

Q: How can I see which specific Stripe account is connected to my account?

A: To see which Stripe account is connected, navigate to the payment integration settings. The email address associated with the currently connected Stripe account will be displayed there.

Q: I need to disconnect my current Stripe account and connect a different one at the agency level. How do I do this?

A: For agency-level billing integrations, such as changing the primary Stripe account, you must contact our dedicated support team through the official Slack channel for direct assistance.

Q: My emails are going to my contacts' spam or junk folders. How can I improve my email deliverability?

A: Poor deliverability is often due to a missing DMARC record. You must add the required DMARC TXT record in your domain provider's DNS settings. This helps authenticate your emails and improves their chances of landing in the inbox.

Q: I want to create a client file within the platform to store all their information securely. Is this possible?

A: Yes, each contact's profile serves as a comprehensive client file. You can use standard and custom fields to store information, and also manage all notes, documents, tasks, and appointments in one place.

Q: When I try to upload an Excel file to import contacts, it doesn't work. What is the correct file format?

A: The system requires contact import files to be in the CSV (Comma-Separated Values) format. Before uploading, you must open your Excel sheet and save it as a .csv file.

Q: To ensure my imported data maps to the correct fields, do I need to create custom fields before or after I upload my list?

A: For the best results, you should create any necessary custom fields in your settings before you begin the import process. This allows you to accurately map the columns from your CSV file to the correct fields during the upload.

Q: If I delete a page from my website or funnel, is there a way to restore it?

A: No, once a page has been permanently deleted from a website or funnel, there is no built-in feature to recover or restore it. It is recommended to clone pages as backups if you are unsure.

Q: I can't log in to a specific section of the platform on my computer, but it works on my phone. What should I try?

A: This is often a browser-related issue. First, try accessing the page using an incognito or private browser window. If that works, clearing your browser's cache and cookies should resolve the problem permanently.

Q: How do I set up a workflow to automatically notify me when someone fills out a specific application form?

A: Create a workflow with the trigger 'Form Submitted' and select your specific form. Then, add an 'Internal Notification' action and choose the 'Email' type to send a notification to your desired email address.

Q: How do I add a bump offer to my funnel's checkout page?

A: First, ensure the product you want to offer as a bump has been created under Payments > Products. Then, edit the order form on your checkout page, go to the 'Advanced' tab, and enable the 'Bump Product' option, selecting the product you created.

Q: My call recordings are not available. Where do I find them and how do I ensure future calls are recorded?

A: Call recordings are found under Reporting > Call Reporting. If calls are not being recorded, navigate to Settings > Phone Numbers, and enable the 'Call Recording' toggle for the specific number.

Q: How can I display a contact's task due date as a column in my main contact list?

A: In the 'Contacts' section, select the 'Columns' option. From there, you can add or remove fields to display. To save this view, create a 'Smart List' which will preserve your selected column layout.

Q: Is there an affiliate or referral program available that I can share with others?

A: At this time, there are no affiliate or referral opportunities available. However, new programs and initiatives are in development for the future.

Q: One of my clients received an incorrect automated appointment reminder. How can I find which workflow sent the message?

A: To identify the source of an automated message, navigate to the specific client's contact record. In their conversation history, you can click on the message, and the system will show which workflow it originated from.

Q: I am trying to connect my domain but am getting an error that it already exists in another account. What should I do?

A: This error message indicates that your domain is currently connected to another account on a similar platform. You must first remove the domain from the other account before you can successfully add it to your new one.

Q: I need assistance with my A2P registration, but the "Start Registering Now" button is not working. How can I get help?

A: If you are unable to begin the A2P registration process, please contact the dedicated support team by sending an email to their support address for direct assistance with your application.

Q: My surveys and forms are not displaying correctly on mobile devices; the images are too large or the text is outside the boxes. How can I fix this?

A: This is a known issue that our development team is actively investigating. A support ticket has been created, and you will receive an email notification as soon as a resolution is deployed.

Q: How can I generate a direct payment link for a product without attaching it to a funnel?

A: Navigate to the 'Payments' section and select 'Payment Links'. Here, you can create a new link, assign a product and price to it, and then share the generated URL directly with your clients for payment.

Q: My emails are being sent with the wrong 'From Name'. How can I set a different sender name for specific campaigns?

A: This is often caused by a globally set 'From Name' in your email service settings. To use different names, navigate to Settings > Email Services > Dedicated Domain, and clear the 'Set Headers' configuration.

Q: Can I import a course directly from a platform like Skool?

A: The system currently only supports direct course importation from Kajabi. To move a course from any other platform, you will need to manually rebuild the content within the course builder.

Q: How do I record a payment that was made by cash or check against an existing invoice?

A: Open the specific invoice from the 'Payments' section. Use the 'Record Payment' option, enter the amount paid, select the payment method such as 'Cash', and save the transaction. This will update the invoice status to 'Paid'.

Q: Is it possible for my client to update their own credit card information for a recurring subscription?

A: Clients cannot update their payment method themselves. You must update the card information for their subscription directly within your Stripe account, or the client must cancel and resubscribe with their new card.

Q: How can I add a new user or staff member to my account?

A: Go to Settings > My Staff and select 'Add Employee'. Once you fill in their details and set their permissions, the system will automatically send them an email with their login credentials to access the account.

Q: How can I add a blog I've created to a page on my website?

A: To display your blog posts on a website page, you need to use the website builder. Add a new section to your page and then add the 'Blog Post List' element, which will automatically pull in and display your published blog posts.

Q: A contact has an active subscription but is still receiving automated messages from a sales workflow. How can I stop this?

A: To prevent an enrolled client from receiving further sales messages, you need to manually remove them from any active sales or follow-up workflows. You can do this from their contact record under the 'Campaigns/Workflows' tab.

Q: My team members and I are unable to see or access opportunities in our pipelines. The page is blank or just shows a loading icon. What is wrong?

A: This is due to a temporary, system-wide issue our developers are aware of and actively working to resolve. Service should be restored within a few hours, and we apologize for the disruption.

Q: I added a new step to a workflow, but contacts who already finished it are not being moved to the new step. How can I fix this?

A: Once a contact completes a workflow, you must manually re-add them to move them to a newly added step. Select the contacts and use the 'Add to Campaign/Workflow' bulk action to enroll them again at the desired step.

Q: How can I ensure that customer reviews submitted through the platform automatically update my public star rating on Google or Facebook?

A: To have reviews sync with your public rating, you must use the system's native 'Send Review Request' action. This sends an official review link. Using a custom survey link will gather feedback but will not update your public rating.

Q: I can't log in on my laptop, but the same username and password work on my desktop. I am now locked out. What should I do?

A: The account lockout is a security feature that cannot be manually bypassed by support. If you have exceeded the number of login attempts, you must wait a few hours before you can try to log in again.

Q: My website's main page is live, but all other pages in the navigation menu result in a 404 error. How do I fix this?

A: This is often caused by a domain configuration issue. In your website's domain settings, try changing the linked domain from the 'www' version to the non-www, or root, version (e.g., from www.yourdomain.com to yourdomain.com).

Q: How do I link pages together in my website's main navigation menu?

A: In the website editor, select the navigation menu element. You can then edit the menu items to link to other pages within your site, scroll to a specific section on the page, or link to an external URL.

Q: I tried to schedule a bulk email, but the system won't let me choose a time in the immediate future. Why is this?

A: When using the bulk scheduling feature, you must set the time to be at least a few minutes in the future from the current time. You cannot schedule a bulk action for a time that has already passed.

Q: My workflow designed to track video view duration isn't working when I test it. What am I doing wrong?

A: Automations that track user engagement often do not work correctly when tested repeatedly with the same contact. This type of workflow will function as expected for new, unique contacts who proceed through all steps from the beginning.

Q: How can I add an "Add to Google Calendar" button on my funnel's custom thank you page?

A: The platform does not have a native element for this function. To add 'Add to Calendar' buttons, you will need to use a custom HTML/JavaScript code block on your page.

Q: How can I change the public-facing name of my business account?

A: You can update your business name by navigating to Settings > Business Profile. The name you enter in the 'Friendly Business Name' field will be used as the default display name for your account.

Q: I created a new workflow with a 'Tag Added' trigger. How do I enroll my existing contacts who already have that tag?

A: The 'Tag Added' trigger only activates for contacts who receive the tag after the workflow has been published. For existing contacts, you must manually select them and use the 'Add to Campaign/Workflow' bulk action to enroll them.

Q: My customer purchased a PDF product, but did not receive it. How can I automate delivery?

A: You must create a workflow with the trigger 'Order Form Submission' for that specific product. Then, add a 'Send Email' action to the workflow, and in that email, include the link to the PDF file from your media library.

Q: My automated emails are showing the wrong 'From Name'. Where can I change this?

A: If a 'From Name' is not specified in the email action itself, the system will use the name listed in your main Business Profile. Navigate to Settings > Business Profile to edit this default name.

Q: I added a new staff member to my account. How do they receive their login information?

A: When you create a new user under Settings > My Staff, the system automatically sends a verification email to their specified email address. This email contains a link for them to create a password and log in.

Q: An image on my website page appears correctly on the desktop view but is distorted or overlapping on mobile. How can I fix this?

A: The website builder allows for separate formatting for desktop and mobile. Switch to the mobile editor view. From there, you can adjust the image's settings, padding, or margins for mobile devices without altering the desktop version.

Q: How can I move my domain from a platform like Kajabi to my new account?

A: First, you must log in to your previous provider and remove the domain. Then, log in to your domain host (e.g., GoDaddy), delete the old DNS records (like the A and CNAME records), and add the new records provided by Lead Connector.

Q: How can I paste text from another source without messing up the formatting in the editor?

A: When pasting text from an external source, use the keyboard shortcut CTRL + Shift + V (or CMD + Shift + V on Mac) to paste the text without its original formatting, ensuring it matches the style of your document.

Q: My website looks different on mobile, and edits I make to the mobile view are affecting the desktop version. How can I edit them separately?

A: The website editor allows for mobile-specific customizations. You can add or hide entire sections exclusively for the mobile view, which allows you to tailor the mobile experience without altering the desktop layout.

Q: I am getting an error when trying to save my form, especially after adding multiple similar fields. What is causing this?

A: This error often occurs when the system detects duplicate custom fields created with the same name. To resolve this, try removing the problematic fields, saving the form, and then re-adding them with unique names.

Q: Is it possible to sort or organize my campaigns by date or name?

A: Currently, campaigns cannot be sorted by date or name within the marketing section. This has been noted as a potential feature for future system enhancements.

Q: Can I change the default number of items displayed per page from 10 to a higher number?

A: The number of items displayed per page in sections like Contacts or Campaigns is set to 10 by default and this view setting cannot be changed at this time.

Q: My website only loads if I add a specific path to the end of my domain. How do I make it load at the root domain?

A: This issue is resolved by setting a default page for your domain. In your domain settings, you can associate a specific page from your website or funnel to be the one that loads when a visitor navigates to your root domain.

Q: Do I need to create a subdomain to have different pages like mydomain.com/offer?

A: No, you do not need to create a subdomain for this. You can use a single domain for multiple funnels. The system automatically creates a unique path for each page, which you can customize in the settings for that funnel step.

Q: How long does A2P 10DLC registration and verification typically take?

A: The standard processing time for A2P verification is approximately two to three weeks after the campaign has been submitted. This timeline can vary depending on carrier processing times.

Q: Can I have incoming SMS messages forwarded to my personal phone number, similar to call forwarding?

A: The system supports call forwarding to a personal number, but there is currently no native feature to forward incoming SMS messages. All text message conversations must be managed within the platform's conversation tab or the mobile app.

Q: I recently updated my DNS records, but my website is still not working correctly. Why is this happening?

A: After you update DNS records with your domain host, it can take some time for the changes to propagate across the internet. This delay is normal and not controlled by our platform. Please allow a few hours for the new settings to take full effect.

Q: How can I prevent contacts without a phone number from being added to my list when I do a bulk import?

A: You can create an automation to handle this. Set up a workflow with a trigger for your specific import. Add a condition that checks if the contact's phone number field is empty. If it is, add an action to delete the contact, effectively filtering out entries without phone numbers.

Q: My email variable is showing the wrong information, even after I updated my Business Profile. Where does this variable pull data from?

A: If the business email variable is incorrect, ensure you have also updated the email in your personal user profile under settings. Some system variables pull from the user profile settings rather than the main business profile.

Q: How can I automatically assign new contacts to the team member who enters them?

A: You can achieve this by creating a form for new contact entry. In the form, include a dropdown field where the team member selects their own name. Then, build a workflow triggered by that form submission which uses conditional logic to assign the contact to the user selected in the form.

Q: My two-way email sync with Gmail is not working, and emails I send are not appearing in my external inbox. How do I fix this?

A: This is often a sync issue that can be resolved by resetting the connection. Navigate to your profile settings, disconnect the Gmail two-way sync, and then immediately reconnect it. This will re-establish the connection and should resolve the issue.

Q: Why do I see unexpected payment options like Amazon Pay or Afterpay on my order forms?

A: These additional payment options are controlled within your connected payment gateway, such as Lead Connector. To remove them, you must log in to your Lead Connector account and disable any alternative payment methods you do not wish to offer.

Q: How do I fix inconsistent text formatting when creating lessons or emails?

A: To ensure consistent formatting, highlight all of your text within the editor, then re-select the desired style, such as 'Paragraph'. This will reset the text and apply a uniform style.

Q: How can I paste text from an external source without carrying over the old formatting?

A: When pasting text from a document or webpage, use the keyboard shortcut CTRL + Shift + V (or CMD + Shift + V on Mac). This action pastes the text only, without its previous styling.

Q: My website's mobile view does not match the desktop version. How can I edit the mobile layout independently?

A: The website builder allows for device-specific visibility. To create a custom mobile layout, you can create new sections, set their visibility to 'Mobile Only', and hide other sections from mobile view.

Q: Can I sort or organize my email campaigns alphabetically or by date?

A: Currently, the platform does not have a feature to sort email campaigns by name or date. This has been submitted as a feature request to our development team.

Q: My website only loads with a path at the end of the URL (e.g., mydomain.com/home). How do I make it load at the root domain?

A: To fix this, you must set a default page for your domain. Navigate to Settings > Domains, select 'Edit' for your domain, and then choose which page from your website or funnel you want to appear at the root URL.

Q: Do I need to create a new subdomain for every funnel or website I build?

A: No, you do not need a separate subdomain for each funnel. You can use one primary domain and the system will automatically create unique paths (e.g., /offer, /thank-you) for each page in your funnels.

Q: Can incoming SMS messages be forwarded to my personal cell phone number?

A: While call forwarding is a supported feature, the system does not currently offer the ability to forward incoming SMS messages. All text conversations must be managed within the platform's 'Conversations' tab or mobile app.

Q: A customer purchased my digital product but did not receive it. How can I automate the delivery?

A: You must set up a workflow to automate product delivery. Use the trigger 'Order Form Submission' and filter for the specific product. Then, add a 'Send Email' action that includes the download link for your product.

Q: How do I add a new staff member or virtual assistant to my account?

A: Navigate to Settings > My Staff and click 'Add Employee'. After you fill in their information and configure their permissions, the system will automatically email them an invitation to set their password and log in.

Q: How can I change a paid course to be free for my community members?

A: Navigate to Payments > Offers and edit the offer associated with your course. Change the price to 'Free' and save the changes. If the course is already in a community group, you may need to remove the old offer and add the new free one.

Q: How can I record an in-person cash payment for a service?

A: The system does not have a direct Point of Sale (POS) feature, but you can manually record payments. Go to Payments > Invoices, create an invoice for the client, and use the 'Record Payment' option to mark it as paid with cash.

Q: When I send a test email to myself, custom values like the contact's name are not showing up. Is it broken?

A: Custom values will not populate in a test email because there is no contact data to pull from. To properly test, create a test contact with your information and run them through the live workflow.

Q: I tried to schedule a bulk email to send immediately, but the system won't let me. Why?

A: The bulk scheduling tool requires you to set a time that is at least a few minutes in the future. It is not possible to schedule a bulk action for a time that has already passed or is immediate.

Q: How do I add a 'Add to Calendar' button to my custom thank you page after someone books an appointment?

A: The platform does not have a native 'Add to Calendar' element. To implement this, you will need to use a custom HTML/JavaScript code block on your page to create the buttons and links for different calendar services.

Q: I'm trying to create a form, but the system gives me an error when I try to save it. What's wrong?

A: An error on saving a form is often due to a conflict with custom fields. If you have duplicated a field, the system may prevent saving. Try deleting the field that is causing the error and re-adding it.

Q: How can I customize the unsubscribe message to include a recipient's specific details, like their email address?

A: The opt-out or unsubscribe message is a global setting and cannot be personalized with contact-specific custom values. You can edit the standard message by navigating to Settings and then Business Profile, but it will be the same for all recipients.

Q: My Yelp review integration URL is being flagged as invalid. How can I fix this to display reviews on my website?

A: Since Yelp is a third-party service, the integration link is provided and validated by them directly. If the URL is not working, you must contact Yelp's support team to troubleshoot the issue and receive the correct, valid link for the integration.

Q: Is it possible to create a single QR code that links to multiple destinations, such as my website and several social media pages?

A: The system requires you to create a separate and unique QR code for each individual URL. It is not possible to combine multiple links into a single QR code.

Q: Is there a feature to create and publish a poll within a community group?

A: While there is no direct polling feature within the communities, you can simulate a poll by using the form builder. Create a new form and use dropdown custom fields to list your poll questions and options for users to select from.

Q: My custom values are not working in my email templates after I manually edited them. How can I fix this?

A: Custom values are system-generated fields that cannot be edited. If you manually alter the code, such as the brackets, the system will not recognize it and the save will fail. You must insert custom values directly from the provided menu without any modifications.

Q: A contact has disappeared from my main list but appears in automation logs. How can I find and restore this contact?

A: If a contact was deleted, you can recover them through the Audit Logs. Navigate to Settings, select Audit Logs, and locate the record of the contact's deletion. From there, you will have an option to restore the contact to your active list.

Q: How do I automatically add a tag to a contact immediately after they submit a specific form?

A: This can be achieved by creating a simple workflow. Set the workflow trigger to 'Form Submitted' and select the specific form. Then, add an action step to 'Add Contact Tag' and specify the exact tag you wish to apply to everyone who completes that form.

Q: How can I issue a refund for a product or course order, and does this automatically revoke the customer's access?

A: To issue a refund, navigate to the Payments tab and find the specific transaction. Click on the transaction to view its details, where you will find a 'Refund' button. Note that issuing a refund does not automatically remove the customer's access to any digital products or courses they purchased; this must be done manually.

Q: My A2P registration was rejected. What steps do I need to take to get my phone number verified?

A: A common reason for rejection is a missing or incorrect Opt-In information proof. You must provide a clear screenshot of your contact page or form that shows the consent language for receiving communications. Upload this screenshot to your media library, get the link, and paste it into the 'Opt-in' field in your A2P registration form before resubmitting.

Q: Why do my workflows and automations fail when a contact enters them more than once?

A: This typically happens when the workflow settings do not permit a contact to be in the same workflow multiple times simultaneously. To fix this, go to the workflow's settings and disable the 'Allow Re-entry' option. This ensures a contact must complete or exit the workflow before they can be added again, preventing them from skipping critical steps.

Q: How can I change the SEO settings for a specific website page so that the browser tab displays the correct page title?

A: To update the SEO metadata for an individual page, open the website or funnel editor. For each page in your site, click on the settings icon. Here, you will find the SEO settings where you can update the page title, description, and other metadata that appears in browser tabs and search engine results.

Q: When I add notes to one opportunity, they appear on all other opportunities for the same contact. How can I prevent this?

A: Notes and tasks are tied to the contact record, not individual opportunities, causing them to appear globally. To keep information specific to one deal, use custom fields created for opportunities instead of the general notes section. This ensures the information remains tied to that specific opportunity and does not copy across all deals associated with the contact.

Q: Can I customize the email unsubscribe message to include a recipient's specific details, like their name or email address?

A: The system's unsubscribe message is a global setting and cannot be personalized with contact-specific custom values. While you can edit the standard text for all emails, individual details will not populate.

Q: I reached my daily SMS sending limit. What is the next limit, and can it be increased sooner?

A: After you reach your initial daily SMS limit, the next tier allows for a higher volume of messages. In certain cases, our support team can unlock the next level for you to ensure you can continue important conversations without interruption.

Q: How can I change my business type from a Sole Proprietor to an LLC in my account settings?

A: Changes to your legal business entity, such as updating from a Sole Proprietor to an LLC, must be handled by our admin team. Please submit a support ticket, and the team will process your request and update your account details.

Q: Is it possible to create a discount code for a paid community group?

A: The system does not currently support creating discount codes for community group access. However, you can create discount codes for any products or courses that are sold separately.

Q: A contact was accidentally deleted. Is there a way to restore their information?

A: Yes, you can restore a deleted contact through the Audit Logs. Navigate to Settings > Audit Logs, find the record of the deletion, and you will see an option to restore the contact to your active list.

Q: My website is showing a 404 error page even after I connected my domain. How can I fix this?

A: A 404 error after connecting a domain usually means a default page has not been set. Go to your website or funnel's domain settings and select which page you want to appear when visitors go to your root domain.

Q: Can I use my existing business phone number for calls and texts on the platform instead of buying a new one?

A: Yes, you can port your existing number to the platform. This requires you to fill out a Letter of Authorization (LOA) and provide a recent copy of your phone bill. Please contact support to initiate the porting process.

Q: How do I change the default 'From' name and email address that appears on my outgoing emails?

A: If your emails are showing an incorrect sender name, this is likely due to a globally set email header. To change this, navigate to Settings > Email Services > Dedicated Domain, click the three dots next to your domain, and edit the 'Set Headers' information.

Q: Can I import a website I built on another platform like Wix into my account?

A: The system does not support direct importation or migration of websites from external builders like Wix. To use the platform, you will need to rebuild your website from scratch using the native website builder.

Q: I need to send a one-time mass SMS broadcast to a list of my contacts. How can I do this without creating a full workflow?

A: You can send a bulk SMS message by going to the Contacts section, selecting your desired list of contacts, and then clicking the 'Send SMS/Email' bulk action button. This allows you to send a one-off message without needing a workflow.

Q: My funnel checkout page is showing it's in 'Test Mode'. How do I switch it to 'Live Mode' to accept real payments?

A: To switch your funnel's payment mode, navigate to the main settings for that specific funnel. There, you will find a dropdown menu for 'Payment Mode' where you can change the setting from 'Test' to 'Live'.

Q: When I create a workflow triggered by 'Contact Tag,' will it enroll contacts who already have that tag?

A: No, the 'Contact Tag' trigger only activates for contacts who are tagged after the workflow has been published. For existing contacts, you must select them from your list and use the 'Add to Campaign/Workflow' bulk action to enroll them manually.

Q: How do I attach a PDF file to an email so that my contacts can download it?

A: First, upload the PDF file to your Media Library to generate a shareable link. Then, in your email template, add a button and set its link to the URL of the PDF file you uploaded.

Q: Can I connect my personal or business Gmail account for two-way email syncing?

A: Yes, you can connect your Gmail or Google Workspace account for two-way syncing. Go to Settings > My Profile and find the email sync options. This will allow emails sent from the platform to appear in your Gmail sent folder, and replies to appear in the conversation view.

Q: How do I add my social media links, like Facebook and Instagram, to the platform?

A: To connect your social media accounts for scheduling posts, navigate to the Marketing section and select the Social Planner. From there, you can connect your various social media profiles.

Q: What is the difference between 'Live Mode' and 'Test Mode' for payments?

A: Test Mode allows you to simulate transactions using test card details to ensure your order forms work correctly without processing real money. Live Mode processes real transactions that charge the customer's card and transfer funds to your connected payment account.

Q: I've reached my daily SMS sending limit and can't send messages. What can I do?

A: The daily SMS limit is a restriction that resets every 24 hours. However, in urgent situations, our support team may be able to unlock the next sending tier for your account, which will increase your daily limit.

Q: I can't save my form and am getting an error that a field already exists. How can I fix this?

A: This error occurs if you are using a field name or key that is already in use in another form or as a custom field. To resolve this, you must slightly change the name of the question or field in the form builder to make it unique.

Q: My website is showing a 404 error page after I connected my domain. How can I fix this?

A: A 404 error usually means you have not set a default page for your domain to point to. Navigate to your website or funnel settings, go to the 'Domains' tab, and link your domain to the specific page you want to serve as your homepage.

Q: How can I add a link to a downloadable PDF file in my email automation?

A: First, upload your PDF to the Media Library to generate a shareable URL. In your email template, add a button or hyperlink text, and set its link to the URL of the PDF file from your media library.

Q: Can I use a custom 'From Name' for my email campaigns instead of the default account name?

A: Yes. If you leave the sender details blank in an email campaign, the system will use your Business Profile name by default. To use a different name, simply fill in the 'From Name' and 'From Email' fields when creating your email campaign.

Q: Is it possible to import a website I built on an external platform like Wix?

A: No, the system does not support direct importation or migration of websites from external builders like Wix or Squarespace. You will need to rebuild your website using the native website builder within our platform.

Q: I need to remove an optional payment method, like Cash App, from my order form. How do I do this?

A: Additional payment options such as Cash App, Klarna, or Affirm are enabled within your connected payment processor's settings. To remove them, you must log in to your Stripe or PayPal account and disable those specific payment methods.

Q: How can I add a button to my navigation menu and align it properly?

A: You can add a button to your navigation bar by editing the menu element in the website builder. Add a new menu item and select 'Button' as its type. To align it, adjust the menu's layout settings, such as justification, to position the button correctly alongside other menu items.

Q: A client purchased my course but did not receive their login information. How can I manually grant them access?

A: You can manually grant access to any offer. Go to the client's contact record, find the 'Offers' section, and select the specific course offer you want to grant. This will trigger a new welcome email with their login credentials.

Q: How can I allow customers to upload a file, such as a custom design, when they make a purchase from my online store?

A: To allow file uploads with a product purchase, you must add a 'File Upload' custom field to your order form. You can add this by editing the form associated with your product in the form builder. The uploaded file will then be attached to the contact's record.

Q: Is it possible to prevent contacts from entering a workflow more than once?

A: Yes, in the settings for each workflow, you can enable or disable the 'Allow Re-entry' option. Disabling this toggle will prevent a contact who has already been through the workflow from entering it again.

Q: I can't delete certain custom fields from my account settings. Why is this?

A: While you can delete custom fields that you have created, you cannot delete the default fields that are pre-loaded into the system. These fields are integral to the platform's functionality and cannot be removed.

Q: I can't access certain features, like Communities, even though I'm a staff member. What's the problem?

A: Access to different features is controlled by user permissions. If you cannot access a feature, your account administrator needs to edit your user profile under Settings > My Staff and enable the specific permissions required for that feature.

Q: Can I use my existing business phone number on the platform instead of purchasing a new one?

A: Yes, you can use your existing number by porting it into the platform. This is a technical process that requires you to submit a formal request with a Letter of Authorization and a recent phone bill. Please contact support to initiate the porting process.

Q: What is the difference between 'Live Mode' and 'Test Mode' for payments?

A: Test Mode is for testing your checkout process with simulated transactions; no real money is charged. Live Mode processes real payments from customers using their credit cards.

Q: My email sending has been blocked due to a high bounce rate. How can I resolve this?

A: To resolve an email block from a high bounce rate, you must enable email verification. Navigate to Settings, then Business Profile, and turn on the 'Email Verification' and 'Mark emails as invalid due to hard bounce' toggles.

Q: Can I use a single QR code to link to multiple destinations, like my website and social media profiles?

A: No, the system requires a unique QR code for each individual URL. It is not possible to embed multiple links into one QR code.

Q: I hit my daily SMS sending limit and can't send any more messages. What can I do?

A: The daily SMS limit resets every 24 hours. In urgent situations, our support team may be able to unlock the next sending tier for your account, which provides a higher daily limit.

Q: How can I add a button to a website that, when clicked, allows a visitor to share a specific video?

A: First, upload your video to the Media Library and copy its public URL. Then, in the website editor, add a button to your page and set the button's action to 'Go to website URL', pasting the video's link.

Q: How can I automatically tag new contacts when they fill out a specific form on my website?

A: You can set this up easily using a workflow. Create a new workflow and set the trigger to 'Form Submitted,' then select your specific form. Add an action step for 'Add Contact Tag' and enter the tag you wish to apply.

Q: A contact was accidentally deleted from my account. How can I restore them?

A: You can recover deleted contacts by navigating to Settings, then selecting Audit Logs. In the log, find the event where the contact was deleted, and you will have an option to restore them to your active contact list.

Q: How can I prevent contacts from entering the same workflow multiple times?

A: To prevent a contact from entering a workflow they are already in, navigate to that workflow's settings. There, you can disable the 'Allow Re-entry' toggle, which will ensure a contact must finish or be removed from the workflow before entering again.

Q: My website is showing a 404 error page after I connected my domain. How can I make it go to my home page?

A: A 404 error often means a default page for the domain has not been set. Go to your funnel or website settings, click on the 'Domains' tab, and link your domain to the specific page you want to appear as your main home page.

Q: The custom values, like a contact's name, are not appearing in my test emails. Is this feature broken?

A: Custom values only populate when an email is sent to an actual contact from your list. The 'Send Test' function does not pull contact data, so the values will appear blank. To properly test, add yourself as a contact and run through the live workflow.

Q: How can I link my Lead Connector calendar events to my personal Google Calendar?

A: To sync your calendars, you must first integrate your Google account. Go to your personal profile settings and connect your Google account. Then, in your calendar settings, you can select which Google calendar to sync with and check for conflicts.

Q: Can I use my existing business phone number instead of purchasing a new one?

A: Yes, you can port your existing phone number to the platform. This is a technical process that requires a Letter of Authorization (LOA) and a recent phone bill. Please contact the support team to begin the porting process.

Q: My team members and I can't agree on how to set up our Pipeline. Can we each have our own, personalised Pipeline view?

A: No, there is only one Pipeline view for all users in the account; however, you can use the 'Assigned to' filter to only see your own leads and opportunities.

Q: Can I get my SMS messages to forward to my personal mobile number?

A: While calls can be forwarded, the platform does not currently support the forwarding of SMS messages to an external phone number. All text conversations must be viewed and managed within the Conversations tab.

Q: How can I create a link to a downloadable file, like a PDF, in my emails or on my website?

A: First, upload your file to the Media Library by navigating to Sites > Media. Once uploaded, you can click on the file to get its public URL. This link can then be added to buttons, images, or text on your pages or in your emails.

Q: What is the difference between 'Live Mode' and 'Test Mode' for payments?

A: Test Mode allows you to simulate transactions using test card details to check your order forms without processing real money. Live Mode processes actual payments from customers that are then transferred to your connected payment gateway.

Q: How can I create a single QR code that links to my website and all of my social media accounts?

A: The platform does not support creating a single QR code for multiple links. You must create a separate, individual QR code for each destination URL you wish to share.

Q: Can I create a poll to engage members within my community group?

A: Currently, there is no direct polling feature available within communities. As a workaround, you can use the form builder to create a poll-style survey using single-choice or multiple-choice custom fields to gather member feedback.

Q: How do I change the name that appears on my outgoing emails to reflect my brand instead of my personal name?

A: You can set a default sender name by navigating to Settings > Email Services and editing the 'Set Headers' option for your dedicated domain. This will apply to all emails sent from your account.

Q: When I use the 'Test Workflow' feature, why are custom values not populating in the email?

A: The test function does not pull data from a specific contact record, which is why custom values appear blank. To properly test your automations, you must create a test contact and run it through the live workflow as a real lead would.

Q: A contact has set Do Not Disturb (DND) but has now asked to receive messages again. How can I remove the DND status?

A: The most effective way to remove the DND status is to have the contact reply to your number with the word START. This action will automatically remove the block and allow them to receive messages again.

Q: I am trying to connect my domain, but it says there is an 'A record conflict'. What does this mean and how do I fix it?

A: This error means you have multiple 'A' records in your domain provider's DNS settings. You must log in to your domain provider (e.g., Lead Connector), delete any old or conflicting 'A' records, and ensure you have only the single 'A' record that points to the platform's servers.

Q: How can I add a PDF download to my funnel or website for lead generation?

A: First, upload the PDF to your Media Library to get a shareable link. Then, create a workflow with a 'Form Submitted' trigger. In the workflow, add a 'Send Email' action and include a button that links to the PDF's URL, which will deliver the document upon submission.

Q: I'm trying to send a text message from the platform, but it fails and says I need to complete my A2P 10DLC registration. What should I do?

A: To send text messages, your account must be A2P 10DLC verified. This requires submitting your business details for approval. If you are unable to start this process yourself, you may need to contact your account administrator or support team to have them submit the registration on your behalf.

Q: How can I add an 'Add to Calendar' button on my funnel's custom thank you page?

A: The platform does not have a native 'Add to Calendar' element. To add this functionality, you will need to use a custom HTML/JavaScript code block on your thank you page.

Q: Is it possible to use a custom font, like one I purchased, on my funnels and websites?

A: The platform's font selector only includes options from the Google Fonts library. To use a custom font that is not on this list, you would need to embed it using custom CSS code in the website or funnel's settings.

Q: How can I add a clickable phone number to my website that initiates a call on mobile devices?

A: To create a clickable phone number, add a button to your website. In the button's settings, set the link action to 'Call Phone Number' and enter your desired phone number. This will automatically format it to be callable from a mobile device.

Q: I edited a workflow, but contacts who were already in it are not following the new steps. Why?

A: When you edit a live workflow, any contacts already in it will continue to follow the version of the workflow they originally entered. To apply the new changes, you must duplicate the workflow and manually move the existing contacts from the old workflow to the new one.

Q: My calendar is showing incorrect availability or seems to have the wrong timezone. How can I fix this?

A: A timezone mismatch is the most common cause of calendar availability issues. Ensure that the timezone in your main Business Profile settings and the timezone in your personal User Profile settings are identical. Any discrepancy between these two settings can cause booking conflicts.

Q: How can I set up a payment plan or recurring subscription for a course or product?

A: When creating a product in the Payments section, select 'Recurring' as the payment type. From there, you can define the billing cycle, such as monthly payments, and set the number of payments for a payment plan.

Q: How can I automatically send a follow-up email to users after they submit a form on my website?

A: You can automate this by creating a workflow. Set the trigger to 'Form Submitted' and select your specific form. Then, add an action to 'Send Email' and design the confirmation email you want to send to each user upon submission.

Q: My email sending is blocked due to a high bounce rate. How can I fix this to resume sending campaigns?

A: A high bounce rate will temporarily block email sending to protect your domain reputation. The system will automatically unblock sending after a period of time, and you can resume your campaigns. To prevent this, ensure your email lists are cleaned regularly.

Q: How can I create a QR code that links to my social media profiles or website?

A: To generate a QR code, navigate to the Marketing section and select QR Codes. You can create a separate QR code for each URL you want to link to. It is not possible to combine multiple links into a single QR code.

Q: I can't find where to add or edit my DNS records within the platform. Am I looking in the wrong place?

A: You do not edit DNS records within our platform. You must log in to your third-party domain provider (e.g., Lead Connector) to manage and add the DNS records required to connect your domain.

Q: I can't save my form and am getting an error that a field already exists, even though I don't see any duplicates. What should I do?

A: This error can occur due to a backend glitch where a deleted custom field is still registered in the system. To resolve this, you can try clearing your browser cache or, as a workaround, slightly change the name of the question or field in the form builder to make it unique.

Q: I've set up an offer for my course, but I want to also offer a payment plan. How can I do this?

A: To offer a payment plan, you need to create a new product. Go to the Payments tab, create a product for your course, and select 'Recurring' as the payment type. You can then set the number of payments to create your desired payment plan and link this new product to your offer.

Q: After creating a new global header, it is not appearing on my other pages when I add a global section. How do I fix this?

A: After you create and save a new global section, you must refresh the editor page. Once refreshed, the newly created global section will appear in the list of available global sections to add to your other pages.

Q: How do I track where my leads are coming from, such as a QR code, a lead magnet, or a social media profile?

A: You can track lead sources by creating a custom field on your form, such as "How did you hear about us?". Alternatively, you can create separate funnels for each marketing channel and use tags to segment the leads that come through each specific funnel.

Q: A contact unsubscribed from my emails but now wants to receive them again. How can I remove them from the Do Not Disturb (DND) list?

A: The most effective way to re-subscribe a contact is to have them text the word 'START' to your dedicated phone number. This action will automatically remove their DND status and allow them to receive communications again.

Q: Can I create a password-protected page on my website for specific clients?

A: The platform does not currently have a native feature to add password protection to individual funnel or website pages. Access to pages is public by default once they are published.

Q: I have a video on my website page that is taking up too much space. How can I resize it?

A: To resize a video element, select the video in the editor. In the right-hand settings panel, you can adjust the video's width and height. For more control, you can also place the video inside a column and adjust the column's width to constrain the video size.

Q: My email signature has extra line breaks and spacing issues when it appears in emails. How do I fix the formatting?

A: Spacing issues in signatures are often caused by copying and pasting from another source. To fix this, go to your profile settings and re-type the signature directly into the signature box, using 'Shift + Enter' to create single line breaks instead of full paragraph breaks.

Q: How can I automatically remove a contact from one workflow when they are added to another?

A: In the new workflow that the contact is being added to, you can add an action step called 'Remove from Workflow'. In this step, select the name of the old workflow you want to remove them from.

Q: My SMS messages are failing to send because I have reached my daily sending limit. Can this limit be increased?

A: Yes, the daily SMS sending limit can be increased. As you maintain a low error and bounce rate, your sending level will automatically be upgraded by the system, increasing your daily limit. In some urgent cases, support may be able to expedite this process.

Q: I have a paid course and want to give a coupon code to a specific group of people. How can I do this?

A: To create a coupon, go to Payments > Coupons. You can create a unique code and set a specific discount amount or percentage. To make it exclusive, only share the code with the intended recipients, as any coupon you create can be used by anyone who has the code.

Q: How can I add a custom font to my website that is not in the Google Fonts library?

A: The platform does not currently support uploading custom font files. As a workaround, you can use custom CSS code to embed a font from an external source into your website or funnel pages.

Q: My contract signature field is not displaying correctly for signers in the Brave browser. What is causing this?

A: This is a known browser-specific issue. If the signature field is not rendering correctly, please try opening the document in a different browser, such as Google Chrome, or clear your current browser's cache and cookies.

Q: I am unable to purchase a phone number and keep receiving an error. Why is this happening?

A: This error can sometimes occur if you attempt to purchase a number multiple times in a short period. It is recommended to clear your browser's cache, wait a few hours, and then try the purchase process again.

Q: I'm trying to send a bulk SMS campaign, but the messages are being sent out very slowly or are stuck in a queue. Is there an issue?

A: To protect deliverability and comply with carrier regulations, the system automatically sends bulk SMS messages in batches rather than all at once. This is expected behavior and ensures your number's reputation is maintained.

Q: I want to send a bulk email to only the contacts who do not have a certain tag. How can I do this?

A: The easiest way is to filter your contacts first. Go to your main contact list, apply a filter for 'Tag' > 'is not' > [your tag name]. Once the list is filtered, select all the displayed contacts and use the bulk email action to send your campaign.

Q: Can I create a coupon code for a membership that is sold through a Community Group?

A: No, coupons can only be applied to products that are sold through an order form on a funnel or website. It is not possible to apply a coupon code directly to a community group membership offer.

Q: A customer purchased a course but did not receive their login email. How can I resend it to them?

A: You can manually grant them access to the offer again. Go to the customer's contact record, find the 'Offers' section in the left-hand panel, and add the specific course offer to their profile. This will re-trigger the welcome email with their login credentials.

Q: How can I change the currency for a product in my store from USD to something else?

A: The currency for all products is set at the account level and cannot be changed for individual products. To change the default currency, go to your main Business Profile settings and select your desired currency. This will apply to all products and transactions.

Q: Can I use a different 'From' email address for different workflows or automations?

A: No, the system only allows for one default 'From' email address, which is configured in your dedicated domain settings. While you can send from different names, all replies will be directed to the single default email address you have set.

Q: How do I connect my calendar to prevent double bookings with my personal Google Calendar?

A: To avoid double bookings, you must set up a two-way sync. Go to your calendar settings and connect your Google account. In the settings for your specific booking calendar, select your primary Google calendar under 'Check for Conflicts' to ensure the system blocks off times you are already busy.

Q: I'm getting a 404 error when trying to access my funnel or website. How do I fix this?

A: This error typically means you need to connect a domain to your funnel or website. Go to the settings for your specific funnel, and in the 'Domain' field, select the domain you wish to use. If no domain is connected, the page will not be live.

Q: When I edit a global section like a header, the changes are not showing up on other pages. Why is this?

A: This is usually a browser caching issue. After editing and saving a global section, it is recommended to refresh the page or open your site in an incognito window to see the changes reflected across all pages where the section is used.

Q: How can I set up an automated text message to be sent to a client right before their scheduled appointment?

A: You can do this with a workflow. The trigger should be 'Appointment.' Then, add a 'Wait' step and configure it to wait '10 minutes before' the appointment time. After the wait step, add the 'Send SMS' action with your reminder message.

Q: My appointments are showing up at the wrong time on my calendar. What is causing this?

A: This is most often caused by a timezone mismatch. Ensure that the timezone in your main 'Business Profile' settings and the timezone in your personal 'My Profile' settings are identical. Any difference between these two will cause calendar conflicts.

Q: I have multiple products I want to sell in a bundle. How can I create a package deal?

A: In the Memberships section, you can create an 'Offer' that includes multiple products. Go to the 'Offers' tab, create a new offer, and you will be able to select all the individual products you want to include in that single package.

Q: How can I add an electronic signature field to a form or document for clients to sign?

A: The platform has a dedicated feature for this. Navigate to Payments > Documents. Here, you can create a new document or template and add a 'Signature' element, which allows clients to sign electronically.

Q: After creating a new global header, it is not showing as an option to add to my other pages. How do I fix this?

A: Once you have created and saved a new global section, such as a header or footer, you must refresh the website editor page. The new global section will then appear in the list for you to add to other pages.

Q: My calendar appointments are showing up at the wrong time, or an hour off. How can I correct the timezone?

A: A timezone mismatch is the most common cause of scheduling errors. You must ensure that the timezone set in your main Business Profile settings and the timezone in your personal User Profile settings are identical.

Q: How do I set up an email sequence that sends a welcome email and then a follow-up email two days later?

A: In your workflow, after the trigger, add your first 'Send Email' action. Immediately after that, add a 'Wait' step and configure it to wait for a duration of two days. Finally, add your second 'Send Email' action after the wait step.

Q: Can I use a custom font, like one I purchased from an external site, on my funnels and websites?

A: The platform's font selector only includes fonts from the Google Fonts library. To use a different custom font, you would need to use custom CSS code to embed the font file into your page's settings.

Q: My funnel checkout page is stuck in 'Test Mode' and is not processing live payments. How do I fix this?

A: To switch from test to live payments, go to your funnel's main settings page. You will find a 'Payment Mode' option that you can toggle from 'Test' to 'Live' to begin accepting real transactions.

Q: Is it possible to integrate my Lead Connector account with a third-party shipping provider like Shippo?

A: Yes, you can integrate with third-party services that provide an API key or token. For Shippo, you will need to generate a Live Token from your Shippo account and then enter it into the shipping integration settings within the platform.

Q: I uploaded a contact list, but it created duplicate entries for contacts that were already in my system. How do I prevent this?

A: To prevent duplicate contacts during an import, navigate to Settings > Business Info. There, you will find a toggle to 'Allow Duplicate Contacts'. Ensure this is turned off before you import any new lists to merge records instead of creating new ones.

Q: How do I find the public link for a course so I can share it with my students?

A: Navigate to Memberships > Products and select your course. Click on 'Offers' and find the specific offer you have created. Next to the offer, click the three dots and select 'Get Link' to copy the direct URL for that course offer.

Q: Can I automate a workflow to trigger when a contact is moved to a new stage in my pipeline?

A: Yes. To do this, create a new workflow and select the trigger 'Pipeline Stage Changed'. You can then add filters to specify the pipeline and the exact stage that should initiate the automation.

Q: I am unable to delete a staff member from my account; the delete button is greyed out. Why is this happening?

A: This is a permissions issue. Only users with full Admin or Agency-level permissions are able to delete other staff members from an account. You will need to contact your account owner to have them remove the user for you.

Q: How can I add a hyperlink to a PDF document in an SMS message?

A: To share a file via SMS, you must first upload the document to your Media Library to get a public URL. You can then copy this URL and paste it directly into the body of your SMS message.

Q: I am receiving a 'Recipient Rejected' error when trying to send an email. What does this mean?

A: The 'Recipient Rejected' error typically means the contact has previously unsubscribed from your emails or their email server has blocked you. To resolve this, ensure the contact's DND (Do Not Disturb) setting is turned off in their contact record.

Q: How can I automatically send a text message to a client on their birthday?

A: To set up automated birthday messages, create a new workflow with the trigger 'Birthday Reminder'. This trigger allows you to specify when the workflow should run, such as on the contact's birthday or a few days before. Then, simply add a 'Send SMS' action with your birthday message.

Q: Can I create a sales page for a course without it being part of a multi-step funnel?

A: Yes, you can create a standalone sales page. Simply build a new one-page funnel. You can add a 2-step order form directly to this page, add your products, and share the link to this single page with your customers.

Q: Can I customize the email unsubscribe message to include a recipient's specific details, like their name or email address?

A: The system's unsubscribe message is a global setting and cannot be personalized with contact-specific custom values. While you can edit the standard text for all emails, individual details will not populate.

Q: I reached my daily SMS sending limit. What is the next limit, and can it be increased sooner?

A: After you reach your initial daily SMS limit, the next tier allows for a higher volume of messages. In certain cases, our support team can unlock the next level for you to ensure you can continue important conversations without interruption.

Q: How can I change my business type from a Sole Proprietor to an LLC in my account settings?

A: Changes to your legal business entity, such as updating from a Sole Proprietor to an LLC, must be handled by our admin team. Please submit a support ticket, and the team will process your request and update your account details.

Q: Is it possible to create a discount code for a paid community group?

A: The system does not currently support creating discount codes for community group access. However, you can create discount codes for any products or courses that are sold separately.

Q: A contact was accidentally deleted. Is there a way to restore their information?

A: Yes, you can restore a deleted contact through the Audit Logs. Navigate to Settings > Audit Logs, find the record of the deletion, and you will see an option to restore the contact to your active list.

Q: My website is showing a 404 error page even after I connected my domain. How can I fix this?

A: A 404 error after connecting a domain usually means a default page has not been set. Go to your website or funnel settings, go to the 'Domains' tab, and link your domain to the specific page you want to appear when visitors go to your root domain.

Q: Can I use my existing business phone number for calls and texts on the platform instead of buying a new one?

A: Yes, you can port your existing number to the platform. This requires you to fill out a Letter of Authorization (LOA) and provide a recent copy of your phone bill. Please contact support to initiate the porting process.

Q: How do I change the default 'From' name and email address that appears on my outgoing emails?

A: If your emails are showing an incorrect sender name, this is likely due to a globally set email header. To change this, navigate to Settings > Email Services > Dedicated Domain, click the three dots next to your domain, and edit the 'Set Headers' information.

Q: Can I import a website I built on another platform like Wix into my account?

A: The system does not support direct importation or migration of websites from external builders like Wix or Squarespace. You will need to rebuild your website from scratch using the native website builder within our platform.

Q: I need to send a one-time mass SMS broadcast to a list of my contacts. How can I do this without creating a full workflow?

A: You can send a bulk SMS message by going to the Contacts section, selecting your desired list of contacts, and then clicking the 'Send SMS/Email' bulk action button. This allows you to send a one-off message without needing a workflow.

Q: My funnel checkout page is showing it's in 'Test Mode'. How do I switch it to 'Live Mode' to accept real payments?

A: To switch your funnel's payment mode, navigate to the main settings for that specific funnel. There, you will find a dropdown menu for 'Payment Mode' where you can change the setting from 'Test' to 'Live'.

Q: When I create a workflow triggered by 'Contact Tag,' will it enroll contacts who already have that tag?

A: No, the 'Contact Tag' trigger only activates for contacts who are tagged after the workflow has been published. For existing contacts, you must select them from your list and use the 'Add to Campaign/Workflow' bulk action to enroll them manually.

Q: How do I attach a PDF file to an email so that my contacts can download it?

A: First, upload the PDF file to your Media Library to generate a shareable link. Then, in your email template, add a button and set its link to the URL of the PDF file you uploaded.

Q: Can I connect my personal or business Gmail account for two-way email syncing?

A: Yes, you can connect your Gmail or Google Workspace account for two-way syncing. Go to Settings > My Profile and find the email sync options. This will allow emails sent from the platform to appear in your Gmail sent folder, and replies to appear in the conversation view.

Q: How can I add my social media links, like Facebook and Instagram, to the platform?

A: To connect your social media accounts for scheduling posts, navigate to the Marketing section and select the Social Planner. From there, you can connect your various social media profiles.

Q: Can I use a single domain for multiple funnels at the same time?

A: No, a single root domain or subdomain can only be pointed to one funnel or website at a time. To have multiple live funnels, you must use a different subdomain for each one.

Q: Is there a way to add a 'thumbs up' or 'thumbs down' rating system to the live chat widget?

A: The system does not currently offer a native thumbs-up or thumbs-down rating feature for the live chat widget. This feature is a default setting at the end of the chat interaction and cannot be customized further.

Q: When I create a new product under Memberships, why does it not automatically show up under Payments?

A: Creating a product within Memberships only makes it available to be included in an offer. To sell it on a funnel or website, you must manually recreate the product in the Payments tab as well.

Q: After a client purchases a course, do I need to manually send them their login credentials?

A: No, when a contact purchases a course through an offer, the system automatically sends a default welcome email containing their unique login credentials and a link to the client portal.

Q: I have an SMS sending limit and was told it will increase. Does this increase happen automatically?

A: Yes, the SMS sending limit increases automatically as you continue to send messages with a low bounce and error rate. This ramp-up model is designed to protect your number's reputation with carriers.

Q: How can I create a workflow that adds contacts to different automations based on how they answer a form question?

A: Use an 'If/Else' condition in your workflow. Set the condition to check the response of a specific custom field from your form. From there, you can create different branches in the workflow to add tags or trigger other actions based on their unique answers.

Q: I'm receiving notifications that my social media account token has expired. How do I fix this?

A: Social media tokens expire for security reasons, typically every 60 days. To fix this, simply go to your Social Planner or Integrations settings and reconnect the affected social media account.

Q: How do I find out how many people have viewed a page in my funnel versus how many have submitted a form on that page?

A: You can view these metrics by going to the 'Stats' tab for your specific funnel. It will display the total page views for each step and the conversion rate, which indicates how many of those visitors completed the desired action, like submitting a form.

Q: I need to find all contacts who unsubscribed from my emails. How can I filter for them?

A: Navigate to your contact list and apply a new filter. Select 'DND (Do Not Disturb)' and then specify 'DND from specific channels - Email'. This will show you all contacts who have opted out of email communications.

Q: Is it possible to use Lead Connector to host live webinars, or do I need to use a third-party platform?

A: The platform does not natively host live webinars. You must use a third-party service like Zoom or YouTube Live. You can then embed the link to your live event on your webinar registration and confirmation pages within the system.

Q: I want to change the text color for the Terms and Conditions and Privacy Policy links at the bottom of my funnel. How can I do this?

A: You can change the text color for any element by selecting the specific text box. In the editor toolbar that appears, you will find a color picker that allows you to change the color of the text.

Q: Can I connect my Calendly account to the platform?

A: Yes, you can integrate your Calendly account. Navigate to Settings > Integrations and select Calendly from the list of available applications. This will allow your Calendly appointments to sync with the platform's calendar.

Q: My payment page is showing options like Klarna and Afterpay, but I don't want to offer them. How do I turn them off?

A: Alternative payment methods like Klarna or Afterpay are managed within your payment processor's account. You must log in to your Stripe account and disable these payment options in their settings to remove them from your checkout page.

Q: Can I create a contact list by importing a CSV file?

A: Yes, you can import contacts via a CSV file. During the import process, there will be an option to 'create a list from the import.' Toggling this on will automatically create a new smart list containing only the contacts from that specific file.

Q: How can I add a new menu item, like a link to my services page, to the navigation bar on my website?

A: To add a new item to your navigation menu, click on the menu element in the website builder. This will open the menu settings, where you can click 'Add Item,' name it, and set the URL it should link to.

Q: How can I add a link to a PDF or other downloadable resource in my emails?

A: First, you must upload the file to your Media Library to generate a shareable link. Then, in your email template, you can add a button or hyperlink specific text to that URL, allowing contacts to download the file directly from the email.

Q: My funnel pages have extra numbers at the end of the URL path, like '/home-1234'. How can I remove these?

A: The system automatically adds numbers to a page's URL path if it detects that the chosen path name is already in use. To fix this, edit the page settings, rename the 'Path' to something completely unique, and save your changes.

Q: I'm receiving an A2P compliance error stating I need an opt-in page. What does this mean?

A: A2P regulations require you to have a clear method for collecting user consent. You need a dedicated landing page with a form where users explicitly agree to receive your marketing messages. The link to this page must be included in your A2P registration.

Q: How can I change the currency for a product in my store from USD to another currency?

A: The currency for all products is set at the account level. To change it, navigate to your Business Profile settings and select your desired currency from the dropdown menu. This will apply to all products across your account.

Q: Can I use my own domain from a provider like Lead Connector instead of the default one?

A: Yes. You will need to add specific DNS records (an A record and a CNAME record) provided by our platform into your Lead Connector account's DNS settings. This will point your domain to our servers.

Q: After my workflow runs, I can see that contacts are being tagged, but they are not showing up in the smart list I created for that tag. Why is this happening?

A: This is a common caching issue. After the workflow runs, you may need to refresh the smart list page or log out and log back into your account for the newly tagged contacts to appear correctly in the list.

Q: Can I have multiple text sections in different fonts on the same line or in the same headline?

A: Yes. While you cannot set different fonts within a single headline element, you can achieve this effect by placing multiple headline or sub-headline elements next to each other in separate columns and setting a different font for each.

Q: My social media posts are failing, and I see a 'token expired' error. How do I fix this?

A: Social media connection tokens expire periodically for security. To resolve this, go to the Social Planner in the Marketing tab, open its settings, and simply reconnect the social media account that is showing the error.

Q: I'm running a bulk SMS campaign, but some messages are failing. Why is this, and how can I resend them?

A: Messages can fail if you exceed your daily sending limit, which is in place to comply with carrier regulations. Once your limit resets, you will need to go to the Bulk Actions history and manually resend the failed messages, as there is no option to resend them all at once.

Q: Can I prevent my personal calendar events from blocking availability on my business booking calendar?

A: This is a common issue with calendar syncing. As a workaround, you can create a new, separate Google account to be used exclusively for your business bookings. This prevents personal events from interfering with your professional availability.

Q: When I edit a global section like a footer, the changes are not showing up on all my other website pages. What should I do?

A: This is usually a caching issue. After saving changes to a global section, it's best to open your website in an incognito or private browser window. This will ensure you are viewing the most up-to-date version of your site without cached data interfering.

Q: My automated messages are going out, but they are signed with the wrong user's name. How do I change the default user for a workflow?

A: To change the assigned user for a workflow, go to the workflow's settings. There, you will find an option to select which user is assigned to any contact that enters that specific workflow. All communications from that workflow will then use that user's information.

Q: How can I automatically add a new lead to two different pipelines at the same time?

A: You can achieve this with a single workflow. After your trigger event, add two separate 'Create/Update Opportunity' actions. Configure the first action for your primary pipeline, and then configure the second action for the other pipeline you wish to add the contact to.

Q: How can I add an 'unsubscribe' link to my emails?

A: You can do this by using a Trigger Link. Create a trigger link that directs to an unsubscribe confirmation page. When a contact clicks this link, you can set up a workflow to automatically tag them as 'unsubscribed' and add them to a DND list.

Q: How can I send an internal email notification to myself whenever a new lead fills out a form?

A: You can set this up with a workflow. The trigger will be 'Form Submitted.' The first action should be 'Internal Notification,' where you can customize the email or SMS you want to receive, including the lead's submitted information using custom values.

Q: How can I add a link to a PDF or other downloadable resource on my website?

A: First, you must upload the file to your Media Library to generate a shareable link. Then, you can add a button or hyperlink specific text on your website and set its action to go to the file's URL.

Q: I am trying to connect my domain, but I am receiving an 'A record conflict' error. What should I do?

A: This error indicates that you have multiple 'A' records in your domain provider's settings. You must log in to your provider (e.g., Lead Connector), delete any conflicting 'A' records, and ensure you have only the single 'A' record that points to our platform.

Q: How can I automatically assign a user to a new lead that enters my account through a snapshot?

A: This can be achieved through a workflow. Set a trigger for when the lead is created, and then add an 'Assign to User' action. While you cannot use a custom value for a specific user, you can set a default user for all new leads that come through.

Q: My calendar is allowing clients to book appointments during times that I have already blocked off. How can I fix this?

A: This is a calendar sync issue. Ensure that the correct external calendar (e.g., Google Calendar) is selected in the 'Check for conflicts' setting within your calendar's preferences. Disconnecting and reconnecting your Google account in your profile may also resolve the problem.

Q: After a client purchases a course, is the confirmation email with their login credentials sent automatically?

A: Yes, when a new user purchases a course offer, the system automatically sends a default welcome email that includes their unique login credentials and a direct link to access their client portal and course library.

Q: When I import a CSV file of contacts, some of whom are already in my system, will it create duplicates?

A: No, as long as you have the 'Allow Duplicate Contacts' setting turned off in your Business Profile, the system will recognize existing contacts by their email or phone number and simply update their record instead of creating a new one.

Q: How can I change the line spacing or font size for text on my funnels or websites?

A: In the website editor, select the specific text element you wish to modify. In the right-hand settings panel, you will find options to adjust font size, line height, and other text styling features.

Q: My social media posts are failing with a 'token expired' error. How can I fix this?

A: Social media connection tokens expire periodically for security. To resolve this, go to the Social Planner in the Marketing tab, find the social media account that is disconnected, and simply reconnect it to refresh the token.

Q: How can I send an SMS message to a specific group of contacts without sending it to my entire list?

A: The most efficient way is to create a 'Smart List' based on a specific tag. First, apply the relevant tag to your desired contacts. Then, create a smart list that filters for that tag. You can then select all contacts in that smart list to send a bulk SMS.

Q: I want to offer a payment plan for a product on my checkout page. How can I set this up?

A: To create a payment plan, you must edit the product in the Payments section. Change the product's pricing from 'One-Time' to 'Recurring'. You can then define the number of payments and the amount for each billing cycle to create a custom payment plan.

Q: I uploaded a video to the media library, but it appears blurry on my website. How can I improve the quality?

A: The platform has an automatic image and video optimization feature that can sometimes reduce quality to improve loading times. You can disable this by going to your website's settings and turning off the 'Image Optimization' toggle.

Q: When I test my automations, the emails are going to my junk or spam folder. Why is this happening?

A: This is often due to not having a dedicated sending domain set up. To improve email deliverability and avoid spam folders, you must set up and verify a dedicated email domain in the Email Services settings.

Q: Can I prevent my AI Bot from responding to a specific contact once I have started a manual conversation with them?

A: Yes. You can manually remove a contact from the AI-powered workflow. Go to the contact's record, scroll down to the 'Active Campaigns/Workflows' section, and click the 'X' to remove them from that specific automation.

Q: My SMS messages are failing and I see an A2P compliance error. What does this mean?

A: This error means your A2P 10DLC registration has not been completed or has been rejected. You must complete the registration with your business details and provide a compliant opt-in method on your website to send SMS messages.

Q: How do I set up a workflow that only triggers for a specific Instagram post when a user comments with a keyword?

A: In your workflow trigger settings, select 'Customer Replied'. Then, add a filter for 'Reply Channel' and choose 'Instagram DM'. Add another filter for 'Contains Phrase' and enter your specific keyword. This ensures the workflow only runs for that exact keyword on Instagram.

Q: How do I find the sharable link for my calendar so clients can book appointments?

A: To get your calendar link, navigate to the Calendar settings. Find the specific calendar you want to share, click the three-dot menu next to it, and select the option to copy the permanent link or scheduling link.

Q: My website is showing a 404 error, but only when I type 'www' before my domain name. How do I fix this?

A: This error usually means the CNAME record for 'www' is missing or incorrect in your domain provider's DNS settings. Ensure you have a CNAME record with the host set to 'www' pointing to the value provided by Lead Connector.

Q: Can I customize the default system emails, such as the login credentials email for a new course purchase?

A: Yes, you can override the system default emails. Go to Settings, then Email Services, and you will find an option to select your own custom-built email templates for system notifications like course access.

Q: After a lead submits my form, I want to redirect them to a specific 'Thank You' page. How do I set this up?

A: In the settings for your form, under the 'On Submit' options, you can choose to redirect to a specific URL. Simply paste the link to your desired 'Thank You' page in this field.

Q: When I use the 'Test Workflow' feature, why aren't the custom values from a contact's record populating in the test email?

A: The test function is designed to check the workflow's logic and does not pull data from a specific contact. To properly test personalization, create a test contact and add them to the live workflow to see how it performs with real data.

Q: Is there a way to automatically add a tag to a contact when they click a specific link in an email?

A: Yes, this can be done using Trigger Links. Go to Marketing > Trigger Links to create a unique link. You can then create a workflow with the trigger 'Trigger Link Clicked' and add an action to apply any tag you want to the contacts who click it.

Q: I uploaded a contact list via CSV, but I used the wrong column headers. Do I need to delete the contacts and re-upload?

A: No, you do not need to delete them. Simply correct the column headers in your original CSV file and re-import it. During the import process, ensure you have enabled the option to 'Update existing contacts,' which will update the records instead of creating duplicates.

Q: How do I change the name that appears on my outgoing emails to my business name instead of my personal name?

A: You can set a default sender name by navigating to Settings > Email Services. Select your dedicated domain, click 'Set Headers', and enter your desired business name in the 'From Name' field. This will apply to all emails sent from the platform.

Q: I am receiving an error that my A2P 10DLC registration has failed. How can I fix this and get approved?

A: Campaign rejections are often due to missing information on your website, such as a missing privacy policy, or because your sample messages do not include your business name. Ensure your website is compliant and that all required information is included before resubmitting.

Q: How can I add a custom HTML element, like a special widget or image slider, to my website?

A: In the website builder, you can add an HTML element to any section. Simply drag the 'HTML' element onto your page and then paste your custom code into the provided code editor to embed it on your site.

Q: I have a product with a recurring payment plan, but I also want to charge an initial setup fee. How can I do this?

A: When creating or editing a product in the Payments section, select 'Recurring' as the payment type. The system will then give you the option to add a one-time 'Setup Fee' that will be charged immediately, in addition to the scheduled recurring payments.

Q: Can I automatically send an appointment confirmation email that includes a unique video meeting link?

A: Yes. First, integrate your video conferencing tool, like Zoom or Google Meet. Then, in your calendar's settings, set the meeting location to that integration. Finally, in your confirmation email template, use the 'appointment.meeting_location' custom value to automatically insert the unique link.

Q: My calendar shows I am unavailable at certain times, but there are no appointments booked. Why is it doing this?

A: This is likely due to your calendar conflict settings. If you have synced an external calendar, such as a Google Calendar, the system will block off any times that you have marked as busy on that external calendar to prevent double bookings.

Q: I want to send a bulk email to a specific group of contacts. How can I filter them?

A: The most efficient way is to use tags. First, apply a unique tag to the contacts you want to email. Then, in the Contacts section, you can filter your list by that specific tag, select all the filtered contacts, and use the 'Send Email' bulk action.

Q: Can I create a different header or footer specifically for the mobile version of my website?

A: Yes. You can create a new section, design it for mobile, and set its visibility to 'Mobile Only'. Then, for your desktop header, set its visibility to 'Desktop Only'. This allows you to have two different versions of the same section for different devices.

Q: How do I set up a calendar to allow for recurring appointments, like a weekly class?

A: In your Calendar settings, you must use a 'Class Booking' calendar type. This will allow you to set a schedule for recurring events and manage the number of attendees for each session.

Q: My funnel displays correctly on a desktop computer, but the layout is misaligned or broken on a mobile device. How do I fix this?

A: In the website builder, you must switch to the mobile editing view. While most elements adjust automatically, you may need to manually adjust padding, margins, and font sizes specifically for the mobile view to ensure a proper display.

Q: When I use the 'Create/Update Opportunity' action in a workflow, does it create a new opportunity if one already exists for that contact?

A: No, the 'Create/Update Opportunity' action is designed to be smart. If a contact already has an opportunity in the specified pipeline, it will update that existing opportunity card instead of creating a duplicate.

Q: I am receiving email replies in my personal inbox instead of the Conversations tab. How can I fix this?

A: This indicates that two-way email sync is not enabled for your user profile. To fix this, navigate to your personal profile settings and ensure you have connected your email account and toggled on the two-way sync option.

Q: When I make changes to a global section, like a header, the updates are not appearing on my live website. Why is this happening?

A: This is a common browser caching issue. After saving your changes to a global section, you must clear your browser's cache or open the website in an incognito window to see the latest version.

Q: I need to grant a team member access to manage my account. How can I add them as a user?

A: To add a new user, go to the 'My Staff' section in your account settings. Here, you can add a new team member and assign them specific user roles and permissions to control their access to different features.

Q: How do I add a new page, like a services page, to my website's main navigation menu?

A: In the website editor, click on the navigation menu element to open its settings. You will see an option to 'Add Item.' Click this to create a new menu link, name it, and then select the specific website page it should direct to.

Q: When I upload a list of contacts, will the system create duplicates if some contacts are already in my database?

A: The system is designed to prevent duplicates. As long as you have the 'Allow Duplicate Contacts' feature turned off in your Business Profile settings, the system will identify existing contacts by their email or phone number and simply update their record.

Q: How can I add a clickable phone number to my website that initiates a call when a user taps it?

A: In the website editor, you can hyperlink any text or button. In the link settings, instead of a URL, type 'tel:' followed by the phone number with no spaces, such as 'tel:+18005551234'.

Q: When a new lead books an appointment, how can I automatically send them a confirmation email with the meeting details?

A: First, ensure your calendar is integrated with your video conferencing tool like Zoom. Then, create a workflow with the trigger 'Appointment'. Add a 'Send Email' action and use the custom value 'appointment.meeting_location' to automatically insert the unique meeting link.

Q: I want to use my own domain from a provider like Lead Connector for my website. How do I connect it?

A: In your account's 'Domains' settings, you will be provided with specific DNS records (an 'A Record' and a 'CNAME Record'). You must then log in to your Lead Connector account and add these records to your domain's settings to point it to our platform.

Q: Is it possible to have two different stores with separate products under one account?

A: No, the platform only supports one 'Store' per account. However, you can use the 'Collections' feature to organize different types of products. You can then create separate website pages and use the 'Product List' element on each page, filtered to show only a specific collection.

Q: Can I create a form with conditional logic, where the next question changes based on the user's previous answer?

A: Yes, this is possible using the Survey builder, not the Form builder. The Survey tool allows you to create branching logic for each question, directing users to different slides or questions based on their specific responses.

Q: I have an automation that sends a follow-up email after a two-day wait, but I need to make a change. Will contacts who are currently in the 'Wait' step receive the updated email?

A: No, any contact currently in a 'Wait' step will not be affected by changes you make to subsequent steps. The workflow is locked for them. To apply the change, you would need to manually remove them and re-add them to the updated workflow.

Q: My emails are being sent from a generic system address instead of my custom business email. How do I fix this?

A: This means you have not configured your dedicated sending domain. In your 'Email Services' settings, you must add and verify your domain by adding the provided DNS records. After verification, you can set a default 'From' email address for all outgoing communications.

Q: How do I change the default 'From' name that appears on my outgoing emails?

A: If your emails are showing an incorrect sender name, this is likely due to a globally set email header. To change this, navigate to Settings > Email Services > Dedicated Domain, click the three-dots next to your domain, and edit the 'Set Headers' information.

Q: I am unable to add new fields to my form. Is there a limit to the number of fields I can have?

A: While there is no strict limit on the number of fields, browser performance can sometimes cause issues with the form builder. If you are unable to add new fields, try refreshing the page or clearing your browser's cache before trying again.

Q: My email campaign was stopped due to a high bounce rate. What should I do?

A: A high bounce rate indicates that many email addresses on your list are invalid. To resolve this, you must enable email verification in your Business Profile settings. This will help clean your list and improve your sending reputation.

Q: How can I automatically tag a contact based on their answer to a question in a survey?

A: Use a workflow with the trigger 'Survey Submitted'. Add an 'If/Else' condition to check the response of a specific survey question. From there, you can create different branches to add a unique tag based on each possible answer.

Q: Is it possible to see a list of every contact who has accessed my client portal?

A: Yes. You can view all members who have created a client portal login by going to Sites > Memberships. In the 'Members' tab, you will find a complete list of everyone who has registered.

Q: How can I add a new page to my website's main navigation menu?

A: In the website editor, click on the navigation menu element to open its settings. You will see an option to 'Add Item.' Click this to create a new menu link, name it accordingly, and then select the specific website page it should direct to.

Q: Can I create a recurring calendar event that only allows clients to book on the first available date?

A: In the calendar's advanced settings, you can set the 'Scheduling Notice' to a custom date range. This will restrict clients from booking any appointments before your specified start date.

Q: Is it possible to embed a video in an email so that it plays directly in the inbox?

A: You cannot embed a video to play directly within an email. The best practice is to insert a thumbnail image of your video into the email body and then hyperlink that image to the public URL where the video is hosted.

Q: I want to use my own custom domain for my funnels and websites. How do I connect it?

A: In the settings for your domain provider, such as Lead Connector, you need to add two specific DNS records: an 'A' record pointing to our IP address and a 'CNAME' record for 'www' pointing to our hosting URL. Both of these values are provided within the platform's domain settings.

Q: How do I trigger a workflow to start on a specific day and time each week?

A: To schedule a recurring workflow, use the 'Event Start Date' as your trigger. In the workflow settings, you can define the exact date, time, and recurrence, such as every Sunday at 10 AM.

Q: Can I use the same Zoom account for multiple sub-accounts or businesses?

A: No, a single Zoom account can only be integrated with one sub-account at a time. To use Zoom for another business or sub-account, you would need to use a different, unique Zoom account for that integration.

Q: How do I connect my Google Business Profile to my account to manage reviews and messages?

A: In your account settings, navigate to the 'Integrations' section. From there, you can connect your Google Business Profile. Be sure to log in with the same Google account that is the owner or manager of the GMB listing you wish to connect.

Q: My contact list is not showing all of my contacts; it seems to be cut off. What is the issue?

A: The contact list view is paginated to improve performance. At the bottom of the page, you will see page numbers and arrows. Simply click on the next page to view the rest of your contacts.

Q: Is it possible to have an automated workflow send a message through Instagram direct message (DM)?

A: Yes. In your workflow, select the 'Send Instagram DM' action. Please note that this will only work for contacts who have previously interacted with your Instagram page, as Instagram policy prevents sending unsolicited DMs.

Q: When I send a test email to myself, it goes to my spam folder. How can I prevent this?

A: Emails landing in spam is often caused by not having a verified dedicated sending domain. You must add and verify the required DNS records (SPF, DKIM, DMARC) for your domain to authenticate your emails and improve deliverability.

Q: How do I set up a seminar where customers can choose a date, pay a deposit, and reserve their spot?

A: To set this up, create a calendar for your seminar under the Calendars section, allowing users to select their preferred date. To handle payments, you can integrate a payment form directly into the calendar booking process. This ensures that a spot is only reserved after a successful deposit has been made.

Q: My daily SMS limit was reached even though I used drip mode. How can this be resolved?

A: The daily SMS sending limit applies to all messages, including those sent via drip mode. Once the limit is reached, you must wait 24 hours for it to reset. However, as a gesture of appreciation, we can request a one-time extension to your daily limit to ensure your campaign is sent out.

Q: If I pause a workflow, will it resend messages to contacts who have already received them once I unpause it?

A: No, pausing and then republishing a workflow will not resend messages to contacts who have already passed that step. Contacts who are in a 'wait' step when you pause will simply remain there until the workflow is published again, at which point the automation will resume as normal from where it left off.

Q: How can I automatically remove a contact from a workflow after a specific action, like adding a tag?

A: You can create a new, separate automation to handle this. Set the trigger for this new workflow to be 'Tag Added'. Then, add an action step to 'Remove from Workflow' and specify the original workflow you want the contact removed from. This will automatically unenroll the contact from the first workflow as soon as the tag is applied.

Q: How do I manually resend an SMS message that failed to send?

A: To resend a failed SMS, navigate to the conversation with the specific contact. You will see an icon next to the failed message. Simply click this icon, and the system will attempt to resend the message immediately.

Q: I'm trying to add a new staff member, but the system says their email is already in use on another account. What can I do?

A: This error occurs when the user's email is registered under a different location within Lead Connector. Please provide our support team with the full names and email addresses of the staff members you wish to add, and we can manually add them to your account from our end.

Q: How can I remove the default welcome video from my main dashboard to create more space?

A: The default dashboard layout, including the welcome video, cannot be altered. However, you have the option to create a completely new, custom dashboard from a blank template. A new dashboard that you create will not contain the default welcome video, allowing you to personalize the space with the widgets you prefer.

Q: How do I add new products or services to my account so I can track sales and opportunities accurately?

A: To add new products or services, navigate to the 'Payments' tab and then select 'Products'. From there, click on '+ Add Product' to create a new entry. You can enter the name, description, and price, and specify whether it is a one-time purchase or a recurring subscription. Once saved, this new item can be used in your funnels, invoices, and workflows.

Q: My emails are not being delivered and are potentially landing in junk folders. How can I fix this?

A: This issue often occurs when your email sending domain has not been properly verified. You need to add the required DNS records (such as SPF, DKIM, and DMARC) provided by Lead Connector to your domain provider's settings. This authenticates your domain and significantly improves email deliverability, preventing your emails from being marked as spam.

Q: An automation did not trigger for a customer after they made a purchase. How can I grant them access manually and fix the automation?

A: To grant access manually, go to the customer's contact profile and under the 'Offers' section, grant them access to the appropriate course. To fix the automation, ensure your workflow trigger is correctly set to 'Order Submitted' and is linked to the specific product on the correct sales page. An incorrect trigger configuration is the most common reason for this issue.

Q: How do I track a specific client's progress within a course they are enrolled in?

A: To view a client's progress, navigate to the 'Memberships' section and select 'Analytics'. From the analytics dashboard, you can search for and select the specific client's name. The system will then display their detailed progress, including which lessons they have completed and their overall completion percentage for the course.

Q: My URL redirects are not working and are leading to dead links. What is the cause and how can I fix it?

A: This issue often happens if you have recently switched your domain hosting. The problem typically lies in the URL paths not being correctly associated with a page or funnel within the system. Ensure your domain is correctly pointing to a primary website or funnel within Lead Connector, and then re-establish the paths in the URL redirect settings to point to the correct pages or forms.

Q: Can I add a member to my paid membership community for free?

A: It is not possible to add a member to a paid membership community for free if the community is configured to require payment for access. However, you can add a new user to your account as an 'Admin' for the group, and they will not need to be a paid member to have administrative access.

Q: How do I create an appointment reminder that sends notifications 24 hours and 1 hour before the scheduled time?

A: In your appointment workflow, add a 'Wait' step. Within the wait step, select the 'Until' option and choose 'Appointment Time'. Then, configure it to wait until '1 day before' the appointment to send the 24-hour reminder. Add another 'Wait' step and configure it to '1 hour before' the appointment for the 1-hour reminder.

Q: How can I find out the cost per minute for making and receiving calls through the platform?

A: You can view the rate for each call by navigating to the billing section of your account. The standard rate is $0.0168 per minute for making calls and $0.0102 per minute for receiving calls. This rate applies whether the call is connected or not.

Q: How can I add a new employee or user to my account so they can log in?

A: To grant access to a new user, navigate to the 'Settings' tab, and then select 'My Staff'. From there, you can add a new user profile which will create a separate and secure login for your employee.

Q: My website is showing a 404 error or not loading correctly. What should I do?

A: This is often a temporary browser issue. First, try accessing your website using an incognito or private browser window. If it works there, the problem is likely your browser's cache. Clear your browser's cache and cookies to resolve the issue.

Q: I accidentally removed contacts from a workflow. Is there a way to find out which specific contacts were removed?

A: Natively, the system does not track which contacts were manually removed from a workflow, so it is not possible to generate a list of them after the fact. The Bulk Action History will only show contacts that were added, not removed.

Q: How can I set up a workflow that only sends communications during specific hours of the day?

A: Within your workflow, you can add an 'If/Else' condition based on the time. Select the condition 'Date/Time' and then 'Current Hour' to specify your desired hours of operation. This will ensure actions within that branch of the workflow only execute during your designated time window.

Q: How can I automatically start a workflow when I move a contact into a specific stage of an opportunity pipeline?

A: To achieve this, set the trigger of your workflow to 'Pipeline Stage Changed'. In the trigger's filters, select the specific pipeline and the exact stage that you want to initiate the automation. This will enroll the contact in the workflow as soon as they are moved to that stage.

Q: I have several separate funnel pages that I want to combine into a single, multi-step funnel. How can I do this?

A: The most effective way is to create a new, blank funnel. Then, open each of your existing single-page funnels, copy the elements from each page, and paste them into new, corresponding steps within your new multi-step funnel. Our support team can also perform this action for you if you provide the names of the funnels to be combined.

Q: How do I filter my contacts to see only those who have submitted a specific form?

A: You can create a smart list of these contacts. Navigate to the contacts section and create a new filter. Select the 'Workflows' filter and choose 'in Workflow'. Then, select the specific workflow that is triggered by your form submission. This will display all contacts who have entered that automation.

Q: Why is my calendar not showing availability for a specific day even though my settings seem correct?

A: This issue is often caused by conflicting timezone settings. Ensure the timezone is set correctly in three places: your main Business Profile settings, your personal user Profile settings, and within the settings of the specific calendar itself. A mismatch in any of these areas can cause availability to display incorrectly.

Q: Can I automatically update a section on my website with my latest social media posts?

A: The system does not have a native feature to automatically sync and display your latest social media posts on your website. To feature your posts, you will need to manually update the content, such as text and images, on your website after posting on your social media platforms.

Q: How can I sell a physical product or in-person workshop ticket without it being a digital course?

A: You can easily collect payments for non-digital items using a form. In the form builder, add the 'Collect Payment' element. This allows you to set a specific price and will process the transaction through your connected Stripe account. You can then trigger an automation from this form submission to send a confirmation email.

Q: My published blog post is showing a '404 Not Found' or 'Error 500' message. What could be the cause?

A: This error can sometimes be caused by a temporary backend bug, especially if other users are reporting the same issue. It is recommended to wait a few hours as our development team works on a resolution. Cloning the post or republishing it will likely not solve the issue if it is a system-wide problem.

Q: I want my clients to be able to book multiple appointments for a group class and pay for them all in one transaction. Is this possible?

A: Currently, the calendar feature does not support booking multiple dates and processing a single payment for all of them. Each appointment slot must be booked and paid for individually as a separate transaction.

Q: When trying to save a form I just built, I get a "Field already exists" error, even though all my field names are unique. What is happening?

A: This error is typically caused by a browser cache issue that prevents the form from saving correctly, even if the system has already created the custom fields in the background. To avoid this, please clear your browser cache regularly and make sure to save your form periodically while building it, rather than only saving at the very end.

Q: What is the difference between a 'Query Key' and a 'Custom Field' in a form?

A: A Query Key is primarily used to pass data through a URL, which is useful for tracking or pre-filling information. A Custom Field, on the other hand, is used to create a permanent data field in a contact's record to store personalized information about them.

Q: How can I customize my dashboard to display specific metrics like active customers and sales, rather than the default funnel-based data?

A: Your dashboard is fully customizable. To adjust the widgets, navigate to your dashboard, click 'Edit', and you can remove existing widgets and add new ones from the library to track the metrics that are most important to your business.

Q: One of my team members is unable to see the control panel and support chat widget, even after clearing their browser cache. What could be the issue?

A: This issue typically occurs when a user is accessing the platform via an outdated or incorrect URL. Please ensure your team member is using the correct, current login URL for your Lead Connector instance.

Q: The automated welcome email is not being sent to new users after we updated our domain and DNS settings. How can this be resolved?

A: When domain or DNS settings are updated, it is best practice to refresh the connection for email services. Navigate to your email settings, delete the current email records, and then add them again to re-establish the link with your new domain.

Q: What is the process for assigning a specific phone number to a user within a sub-account?

A: To assign a phone number, navigate to 'Settings' and select 'My Staff'. Locate the desired user, click the pencil icon to edit their profile, and you will find the option to assign a specific phone number from the available numbers in your account.

Q: How can I add or upload images to my landing pages?

A: To add images to your landing page, open the page in the editor. You can then add an image element to any section and upload your desired photo from your device or select one from the media library.

Q: How can I integrate my Zoom account with the calendar to automatically generate and send unique meeting links for appointments?

A: To connect your Zoom account, navigate to the 'Integrations' section in your profile settings. From there, you can link your Zoom account. Once integrated, edit your calendar settings and set the meeting location to 'Zoom' to automatically generate unique links for new bookings.

Q: Why am I receiving an "A record conflict" error when trying to connect my domain, and how do I resolve it?

A: This error occurs when there are multiple conflicting 'A' records in your domain's DNS settings. To fix this, log in to your domain registrar (e.g., GoDaddy), navigate to the DNS management page, and delete any extraneous 'A' records, leaving only the one required to point to Lead Connector's servers.

Q: My website images look sharp in the editor but are blurry and low-quality on the live site. How can I fix this?

A: This issue is often caused by the 'Image Optimization' feature. To resolve this, navigate to your website or funnel settings and toggle the 'Image Optimization' option to 'Off'. This should restore the original quality of your uploaded images on the live site.

Q: How can I create a single, reusable page like a Privacy Policy without having to build it into a full website?

A: You can achieve this by creating a new funnel that consists of only one page. Build your Privacy Policy content on that page, and then you can use the unique URL of that single-page funnel to link to it from any of your other websites or funnels.

Q: How can I remove a contact's access to a membership course or product after they have canceled their subscription?

A: To revoke a user's access, navigate to the 'Contacts' tab and select the specific contact. In their contact record, you will find an 'Offers' section under their profile details where you can see their current product access and revoke it.

Q: How can I stop receiving email notifications for form submissions?

A: To disable email notifications for a specific form, navigate to the workflow or automation that is triggered by that form submission. Within the workflow, you can delete or deactivate the 'Send Internal Notification' email action.

Q: I am unable to dial a contact's secondary phone number from their profile. How can this be resolved?

A: This is a known bug that our development team is actively working on. In the meantime, you can make the secondary number callable by editing the contact, setting the secondary number as the primary number, and saving the changes.

Q: How can I remove contacts in bulk who have hard-bounced emails?

A: To manage bounced contacts, it is recommended to tag them first. Go into your email campaign stats, identify the contacts that hard-bounced, create a new tag such as 'Hard Bounce', and apply it to them. You can then create a smart list based on that tag to isolate and delete them in bulk.

Q: How do I set up my calendar to only allow bookings for specific dates and times for a limited-time group event?

A: To set up a group event, create a new 'Group' calendar. In the 'Availability' settings, select 'Custom Dates' to define the specific week or days the event will run. You can then set the specific time slots and the number of attendees allowed per slot.

Q: How can I ensure that recurring appointments trigger reminder notifications for each session?

A: To send reminders for recurring appointments, you must set up a workflow. Use the 'Appointment' trigger and filter it for the specific calendar. Then, add 'Wait' steps and 'Send Email/SMS' actions to schedule reminders relative to each appointment time (e.g., 24 hours before, 1 hour before).

Q: How do I add my company logo to my website?

A: First, you must upload your logo file to the Media Library. Once uploaded, navigate to your website editor, select the logo element you wish to change, and then choose your uploaded file from the Media Library to replace the placeholder.

Q: My website looks correct on desktop, but on a mobile device, there is a large white space or bar on the side of the page. How can I fix this?

A: This is typically caused by incorrect margin settings for the mobile view. In the website editor, switch to the mobile view. Select the element or section causing the issue and adjust its right and left margin settings to 0. For best results, consider cloning the section, creating a mobile-specific version, and using the visibility settings to display the correct version for each device.

Q: I am receiving email notifications for tasks that are not assigned to me. How can I ensure I only get notified for my own tasks?

A: The issue lies within the 'Internal Notification - Email' action in your task management workflow. This action is likely set to notify 'All Users'. To fix this, edit the workflow action and change the recipient from 'All Users' to 'Assigned User'. This will ensure notifications are only sent to the individual to whom the task is assigned.

Q: How can I add custom fields like 'Number of Guests' or 'Date of Event' to my forms?

A: In the form builder, you can add new fields by selecting 'Custom Fields' from the menu and dragging it onto your form. A pop-up will allow you to define the new field by giving it a name (e.g., 'Number of Guests') and selecting the field type (e.g., Number, Text, Date).

Q: When I test my funnel's order form, the credit card input fields are not displaying on the live page, but they appear in the editor. What's wrong?

A: This is almost always a browser cache issue. First, try viewing the live page in an incognito or private browser window. If the form appears correctly there, you will need to clear the cache and cookies in your primary browser to resolve the display issue.

Q: Can I transfer my entire website's content from a platform like Squarespace into Lead Connector?

A: No, it is not possible to automatically transfer or import the content of a website from another platform. You can connect your existing domain name (e.g., yourdomain.com) to Lead Connector, but you will need to rebuild the website pages themselves using our website editor.

Q: How can I provide a free PDF or e-book to customers after they purchase a product?

A: When an attachment, such as an e-book, exceeds the 25MB email size limit, you should upload the file to your Media Library. Then, copy the file's URL and hyperlink it within the body of your confirmation email. This allows the customer to download the file directly via the link instead of as a large attachment.

Q: I need to start contacts in a workflow at a specific step, not at the beginning. Is this possible?

A: It is not possible to start a contact at a specific step within an existing workflow. The recommended solution is to clone the workflow, delete the initial steps you wish to skip, and then manually add the contacts to this new, modified workflow.

Q: My workflow automations for sending SMS and WhatsApp messages are being skipped. What could be the issue?

A: There are two common reasons for this. First, ensure the 'Event Start Date' in the workflow settings is set to a future date, as actions will not trigger for past events. Second, for SMS, check that your account has been granted permission to send messages to the specific region of the recipient's phone number.

Q: How can I find out how many contacts in a workflow have successfully received an email?

A: To see the analytics for a specific email, open the workflow and click on the desired email action step. A new window will appear, and from there you can select the 'Statistics' tab to view detailed metrics, including the number of successful deliveries, opens, and clicks.

Q: How do I set up a calendar for a group event or workshop with a limited number of seats for specific dates?

A: In the Calendars section, create a new calendar and select the 'Class Booking' type. This will allow you to set a maximum number of attendees per time slot. In the availability settings, choose 'Custom Dates' to select the specific dates and times your workshop will be held, ensuring clients can only book for those slots.

Q: How can I manually add a list of existing contacts to a new workflow or campaign?

A: Navigate to the 'Contacts' section and select all the contacts you wish to enroll. Once selected, click the 'Add to Campaign/Workflow' icon from the bulk actions menu at the top. You can then choose the desired workflow to add all the selected contacts simultaneously.

Q: Why do I receive a 'Multiple A Records Found' error when trying to connect my domain?

A: This error indicates that your domain's DNS settings have more than one A Record, which creates a conflict. To resolve this, log into your domain provider's dashboard, navigate to the DNS management section, and delete any old or unnecessary A records, leaving only the single A record that points to Lead Connector.

Q: How can I create a pop-up on my website for newsletter subscriptions?

A: In the website editor, you can access the 'Popup Settings' to create and customize a pop-up modal. Design the pop-up with your desired text and add a form for users to enter their name and email. You can then set the pop-up to trigger automatically when a visitor lands on the page.

Q: I am trying to connect my Facebook page, but the system isn't finding it. What should I check first?

A: This issue often occurs if your Instagram account is not set up as a 'Business' or 'Creator' account. You must switch your Instagram account to one of these professional types within the Instagram app's settings. Once converted, Lead Connector will be able to correctly identify and connect to your associated Facebook page.

Q: How can I train the Voice AI to answer specific questions about my business?

A: You can train the Voice AI by navigating to the AI settings and adding prompts in a question-and-answer format. There is a character limit, so for extensive FAQs, it is recommended to have the AI provide a summary and then direct the caller to a webpage with more detailed information.

Q: How can I receive a notification whenever a customer leaves a voicemail for the Voice AI?

A: You can create a workflow using the trigger 'Voicemail Received'. Then, add an action to send an internal notification via email or SMS to yourself or a specific user. You can also add a 'Voicemail' tag to the contact for easy filtering and follow-up.

Q: I built a website for a client within my agency account. How can I give them access to manage it themselves?

A: To give a client access, you must create a user profile for them under 'Settings' and then 'My Staff' within their specific sub-account. You can then assign them permissions to access and edit their website and other features.

Q: How do I add a video from a third-party site like Vimeo or YouTube to a course lesson?

A: Within the course editor, open the specific lesson where you want to add the video. Use the 'Embed Media' option, which will allow you to paste the direct URL of your Vimeo or YouTube video. The system will then embed it directly into the lesson.

Q: I am unable to connect my domain from Wix because I cannot change the nameservers. What should I do?

A: Wix does not allow users to modify nameservers. Therefore, you must connect your domain by adding the specific DNS Records (typically an 'A' record and a 'CNAME' record) provided by Lead Connector directly into your Wix domain management settings.

Q: Is it possible to add a second, different affiliate link to an existing affiliate's account?

A: No, the system does not currently support assigning multiple, distinct affiliate links to a single affiliate account. Each affiliate is assigned one unique link for tracking their referrals for a specific campaign.

Q: After a customer purchases my course, the payment goes through, but they don't receive access or the welcome email. What's wrong?

A: This issue is typically caused by unverified DNS records for your domain. You must go to your domain provider and add all the required DNS records (A, CNAME, MX, TXT) provided by Lead Connector. Once your domain is fully verified, your emails will be delivered correctly.

Q: How can I require customers to pay for an appointment at the time of booking?

A: Navigate to your calendar's settings and enable the 'Payments' option. You will need to connect a payment processor like Stripe. Once enabled, you can set a required price for the appointment, and clients will have to complete the payment to secure their booking.

Q: Can I automatically send a follow-up email only to contacts who did not open a previous email in a workflow?

A: Yes. After the initial email step, add an 'If/Else' condition. Set the condition to check 'Workflow Activity' for whether the previous email was 'Opened'. You can then build your follow-up sequence down the 'No' branch for all the contacts who did not open the email.

Q: Is it possible to integrate multiple Stripe accounts to use for different funnels or websites within one sub-account?

A: No, the system only allows for the integration of one Stripe account per sub-account. All transactions processed within that sub-account will be directed through the single connected Stripe account.

Q: How do I stop a workflow from triggering for all form submissions and instead have it run for only one specific form?

A: Edit the workflow's trigger. The trigger is likely set to the general 'Form Submitted'. Add a filter to this trigger to specify 'Form Is' and then select the name of the exact form you want to initiate this workflow. This ensures it only runs when that specific form is completed.

Q: When I import contacts, they are automatically placed in the wrong opportunity pipeline. How can I direct them to the correct one?

A: The most reliable method is to create a workflow. Use the trigger 'Contact Created' and add a filter for the specific tag you used during the import. Then, add an action to 'Create/Update Opportunity' and select the correct pipeline and stage you want those contacts to be placed in.

Q: My funnel pages are showing a 404 error and are not loading. How can I fix this?

A: This error often occurs when the domain is not correctly linked to a specific funnel page. Go to your domain settings, ensure the domain is properly added, and then link it to the first page of your funnel as the default path. If issues persist, deleting and re-adding the domain records can resolve propagation problems.

Q: How can I add a hyperlink to my email templates for a PDF file that is too large to attach directly?

A: First, upload your PDF file to the Media Library within your account. Once uploaded, click on the file to get its public URL. You can then use this URL to create a hyperlink for any text or button within your email template, allowing users to download the file directly.

Q: After merging two duplicate contacts, some information like documents or activity history from one of the contacts is missing. Why does this happen?

A: When merging contacts, you must select one contact as the 'primary' record. The system combines all information into that primary contact and then deletes the other one. If the deleted contact was enrolled in a workflow or had unique activities, that specific history may be lost. It is crucial to select the contact with the most important active history as the primary record.

Q: How can I automatically forward replies to my emails from the system to my personal email address, like Gmail?

A: Navigate to 'Settings' and then 'Email Services'. In the 'Forwarding Address' field, enter the email address where you would like to receive the forwarded messages. If the setting does not appear to save correctly, a hard refresh of your browser or logging out and back in will typically resolve the display issue.

Q: My funnel checkout page is not displaying any products for purchase. How do I add my products to the order form?

A: To add a product to a funnel page, open the page in the editor. Under the 'Products' tab for that specific funnel step, click 'Add Product'. You can then select the product and pricing plan you have already created in the 'Payments' section. The product will now appear dynamically on your order form.

Q: How can I view analytics for new contacts, such as how many were added during a specific month?

A: To see contacts created within a certain timeframe, navigate to the 'Contacts' section and use the filter functionality. Select the filter for 'Created' and then choose your desired date range (e.g., this month, last 30 days, or a custom range). This will display a list of all contacts added during that period.

Q: I edited an email template, but how do I send it as a mass email to a list of my contacts?

A: To send a mass email, go to the 'Marketing' tab and select 'Campaigns'. Create a new campaign, choose your edited email template, select your recipient list (such as a Smart List), and then you can choose to send it immediately or schedule it for a future date and time.

Q: What information is included when I transfer my account using a snapshot, and what is excluded?

A: A snapshot will transfer core assets like your funnels, websites, workflows, and custom fields. However, it will not transfer data from third-party integrations, such as scheduled posts in the Social Planner, or any data that is specific to your connected accounts.

Q: I tried to submit my A2P registration, but the form is greyed out and I cannot make changes or resubmit. What should I do?

A: This typically occurs when a previously rejected brand registration has not been properly cleared from the backend. You will need to contact support to request a brand reset. This process can take up to 30 minutes to reflect, after which you will be able to submit a new, correct registration.

Q: The unsubscribe footer at the bottom of my emails shows the wrong name. How can I edit this message?

A: You can customize the global unsubscribe message by navigating to 'Settings' and then 'Business Profile'. Scroll down to the 'Email Unsubscribe Message' field, where you can edit the text to reflect your correct name and branding.

Q: What is the difference between an 'Offer' and a 'Collection' when creating products?

A: Offers' are specifically used for packaging and selling access to digital membership products, such as online courses or community groups. 'Collections' are used to group and organize other types of products, like physical goods or different services, within your online store.

Q: My emails are experiencing a high bounce rate and are being sent to spam. How can I improve my email deliverability?

A: Low deliverability is often caused by incomplete or incorrect DNS settings for your sending domain. Ensure you have added and verified all required records (SPF, DKIM, DMARC) in your domain provider's settings. Also, enable the email validation feature in your account to avoid sending to invalid email addresses, which will protect your domain's reputation.

Q: Can I send manually booked clients to a specific page in my funnel, like a "thank you" or "next steps" page, without them going through the whole funnel?

A: Yes. You can simply copy the direct URL of that specific funnel step and send it to your clients. This will take them directly to the intended page without requiring them to go through any of the preceding steps.

Q: I have a contact with an incorrect email address that is marked as invalid, and the system won't let me edit it. How can I fix this?

A: To correct this, open the contact's record and click to edit their details. You will need to first un-check the 'DND' (Do Not Disturb) box for the email channel. This will unlock the field, allowing you to correct the typo and save the valid email address. A browser refresh might be needed for the changes to fully take effect.

Q: My A2P campaign was rejected for 'High-Risk' messaging. What does this mean and how do I fix it?

A: A 'High-Risk' rejection is often related to the content of your sample messages. You must resubmit your campaign with revised examples. Ensure your messages are clear, provide value, avoid prohibited content (like gambling or illegal products), and include a clear call-to-action and opt-out language (e.g., "Reply STOP to unsubscribe").

Q: How can I create a single calendar that allows clients to choose between different appointment types?

A: First, create separate calendars for each service or appointment type you offer. Once created, you can group these calendars together. This group will have a single booking link that, when clicked, allows clients to first select which service they want to book before viewing the available time slots for that specific service.

Q: What is the difference between a main domain and a subdomain, and how should I use them in my account?

A: A main domain (e.g., https://www.google.com/search?...) is typically used for your primary website or funnel. A subdomain (e.g., https://www.google.com/search?...) is used for personalizing system-generated links for calendars, forms, and client portals. You cannot use the same domain for both purposes; they must be unique.

Q: Can I transfer an existing domain that I own from another provider like Bluehost to be hosted by Lead Connector?

A: No, it is not possible to transfer the registration of an existing domain to be hosted directly by Lead Connector. You must keep your domain registration with your current provider (e.g., Bluehost, GoDaddy) and then connect it to our platform by updating the DNS records.

Q: How can I forward email replies from the system to my personal email, like Gmail?

A: Navigate to 'Settings', then 'Email Services'. In the 'Forwarding Address' field, you can enter the email address where you would like to receive forwarded messages. If the setting does not display correctly after saving, reloading the browser page typically resolves the issue.

Q: I want to sell a product on my funnel page. How do I add it to the order form?

A: First, ensure the product has been created in the 'Payments' tab. Then, in the funnel editor, open the page containing your order form. In the page's settings, go to the 'Products' tab and click 'Add Product' to select the item you wish to sell.

Q: How can I see how many new contacts were added during a specific time period?

A: Navigate to the 'Contacts' section and use the 'More Filters' option. From there, select the 'Created' filter and then choose your desired date range (e.g., this month, last 30 days) to view all contacts added during that time.

Q: My A2P registration was rejected, and now the form is greyed out, preventing me from resubmitting. What should I do?

A: This occurs when a rejected registration has not been properly cleared from the backend. You must contact support and request a 'brand reset'. This process can take up to 30 minutes to complete, after which you will be able to resubmit the form with the corrected information.

Q: What is the difference between a snapshot and a full account transfer?

A: A snapshot copies assets like funnels, workflows, and websites. It does not, however, transfer integrated data like social media posts from the Social Planner. A full account transfer moves the entire sub-account and its data to a new agency.

Q: The unsubscribe text at the bottom of my emails shows the wrong name. How can I change this?

A: You can edit the global unsubscribe footer message by navigating to 'Settings' and then 'Business Profile'. Scroll to the 'Email Unsubscribe Message' field to customize the text.

Q: How can I get my website, which is hosted on an external platform like Wix or Squarespace, to appear inside Lead Connector?

A: It is not possible to migrate the content of an external website directly. You can connect your domain name to Lead Connector by updating your DNS records, but you will need to rebuild your website pages using the platform's page editor.

Q: I want to offer a 100% discount coupon for a product, but the transaction fails. Why is this happening?

A: Payment processors like PayPal do not support transactions that are zeroed out by a 100% discount. To offer a product for free using a coupon, you must have Stripe integrated as your payment processor.

Q: Can I manually forward a single email that I have received in the Conversations tab?

A: No, the platform does not support the manual forwarding of individual emails. The email forwarding feature, located in the 'Email Services' settings, applies to all incoming emails automatically and cannot be used on a case-by-case basis.

Q: My email open rates are low, and clients report my emails are going to spam. What is the most common cause of this?

A: Poor email deliverability is most often caused by incomplete or incorrect DNS settings. It is crucial to add a DMARC record, in addition to your SPF and DKIM records, within your domain provider's settings. This helps authenticate your emails and prevents them from being flagged as spam.

Q: I need to send clients to a specific "next steps" page in my funnel after they've been manually booked. How can I do this without making them go through the whole funnel?

A: You can send clients directly to any page within your funnel. Simply open the funnel, go to the specific step you want to share, copy its unique URL, and send that link directly to your clients.

Q: How do I set up my calendar to allow clients to choose from different types of appointments?

A: First, you must create a separate calendar for each appointment type (e.g., "30-Minute Consultation," "60-Minute Session"). Once created, you can group these individual calendars. This generates a single link that will first prompt clients to select which service they want before showing them the availability for that specific appointment type.

Q: What is the difference between a "Branded Domain" and a "Website Domain" in the settings?

A: A 'Website Domain' (e.g., www.yourcompany.com) is used to host your public-facing funnels and websites. A 'Branded Domain' (e.g., https://www.google.com/search?...) is used to customize the URLs for internal assets like calendar links and forms, so they reflect your brand instead of a generic one.

Q: When I try to add a user to my account, I get an error that the email already exists. How can I fix this?

A: This error occurs when that user's email is already associated with another account in the Lead Connector system. As an agency admin, you can manually override this by going to your 'My Staff' settings and adding the user from there, which will grant them access to your account.

Q: My funnel or website page looks correct on desktop, but the layout is broken on mobile devices. How do I fix this?

A: The mobile and desktop versions of a page can be edited independently. In the page editor, switch to the mobile view. From there, you can adjust the font sizes, margins, padding, and visibility of elements specifically for mobile without affecting the desktop layout.

Q: My Opportunity Pipelines are not loading or have disappeared. Is my data lost?

A: This is a known temporary outage our development team is actively fixing. Your data is safe and has not been lost. The pipelines should reappear shortly. We recommend a hard refresh of your browser, and we appreciate your patience.

Q: How can I forward email replies I receive in the CRM to my personal email address?

A: Navigate to 'Settings' and then to 'Email Services'. There you will find a 'Forwarding Address' field. Enter the email address where you would like to receive the forwarded messages and save your changes.

Q: When I send emails, the unsubscribe footer has the wrong name. How can I edit this?

A: You can customize this text globally. Go to 'Settings', select 'Business Profile', and scroll to find the 'Email Unsubscribe Message' field. You can edit the message there to reflect your correct company name and information.

Q: How do I connect a product I've created to an order form on my funnel page?

A: First, ensure your product is created under the 'Payments' tab. Then, navigate to your funnel in the 'Sites' tab and open the specific page with your order form. In the editor for that page, click on the 'Products' tab and select 'Add Product' to link your item to the form.

Q: How can I see a list of contacts that were created within a specific date range?

A: In the main 'Contacts' view, select 'More Filters'. Choose the 'Created' filter, and from there, you can select a specific date range, such as 'This Month' or a custom start and end date, to see all contacts added during that period.

Q: A contact's email address was entered incorrectly and is now marked as 'Invalid', preventing me from editing it. How do I fix this?

A: To correct an invalid email, open the specific contact's record. Click to edit their information. You will first need to manually un-check the 'DND' (Do Not Disturb) box for the email channel. This will unlock the field, allowing you to fix the typo and save the correct email address.

Q: How do I trigger a workflow only for leads that have a specific tag?

A: When setting up your workflow, use the 'Tag Added' trigger. In the trigger's filter settings, specify the exact tag that should initiate the automation. This ensures the workflow only engages contacts who have been assigned that particular tag.

Q: Can I create a workflow to automatically send review requests to my clients?

A: Yes. You can create a workflow using a trigger like 'Order Fulfilled' or 'Appointment Status is Confirmed'. Then, add the action 'Send Review Request'. This will automatically send an email or SMS asking the client for a review after their purchase or appointment.

Q: I have two different appointment types. How can I allow clients to choose which type of appointment they want to book?

A: You will need to create two separate calendars, one for each appointment type (e.g., '30-Minute Consultation' and '60-Minute Session'). Afterwards, you can group these calendars together, which generates a single booking link that will first prompt clients to select which service they want to book.

Q: I want to offer a free product using a 100% off coupon, but the payment fails. What is the issue?

A: Payment processors like PayPal do not support transactions that are zeroed out by a 100% discount. To offer a product for free via a coupon code, you must have a Stripe account integrated as your payment processor.

Q: Can I set my Voice AI or chatbot to only be active during specific hours?

A: Yes. To set operating hours for your AI, you should add a condition at the start of your call or chat workflow. Use the 'Date/Time' condition to check if the current time is within your desired business hours. You can then direct the flow to the AI if it is within hours, or to a voicemail/other action if it is after hours.

Q: How do I delete multiple contacts at once, for example, all contacts with an invalid email address?

A: First, you need to isolate these contacts using a filter. Go to the main 'Contacts' screen, apply a filter for 'Email-Invalid', and then select all the contacts that appear. Once selected, a bulk action icon will appear at the top of the list, allowing you to delete all of them at once.

Q: A new lead submitted a form, but they did not receive the automated welcome email from my workflow. What could have gone wrong?

A: This often happens when the contact's DND (Do Not Disturb) setting has been accidentally enabled, which prevents them from receiving automated emails. Check the contact's record and ensure the DND toggle for the email channel is turned off.

Q: How do I add my brand's logo to the client portal login page?

A: You can customize the branding of your client portal. Navigate to 'Memberships' and select 'Client Portal'. From there, you will find a 'Branding' tab where you can upload your company logo and customize the color scheme of the login page.

Q: Can I use the same domain name for my main website and for my branded calendar links?

A: No, you cannot use the exact same domain or subdomain for both. A 'Website/Funnel Domain' (e.g., www.yourdomain.com) is used to host your site, while a 'Branded Domain' (e.g., https://www.google.com/search?...) is used to customize system URLs. Each must be unique.

Q: How can I make my website accessible with the 'www' prefix (e.g., www.mydomain.com)?

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A: To ensure your website works with the 'www' prefix, you need to add a specific CNAME record in your domain's DNS settings. An agent can provide a video tutorial demonstrating the exact steps to configure this.

Q: My website's navigation menu is cluttered. How can I create dropdown menus to organize my pages?

A: In the website editor, navigate to the menu settings. You can add a new menu item that is not linked to any page to serve as a parent category. Then, drag and drop your existing pages under this new item to create a nested dropdown menu.

Q: How can I ensure automated SMS messages are only sent during specific business hours?

A: Within your workflow, add a 'Wait' step before the SMS action. In the 'Wait' step's advanced options, you can set a specific time window (e.g., Monday-Friday, 9 AM to 5 PM) during which the workflow can proceed to send the message.

Q: How can I set up a workflow to send emails only to contacts who have opened an email within the last 30 days?

A: First, create a smart list by filtering contacts for 'Email Events' > 'Opened' within the 'Last 30 days'. Apply a tag to these contacts. Then, in your workflow, use an If/Else condition to check for this tag before sending the email.

Q: I published my website by accident. How can I unpublish it without deleting my work?

A: To take your website or funnel offline, navigate to its settings and remove the domain that is linked to it. This action will unpublish the site, and you can reconnect the domain later when you are ready to go live.

Q: How can I connect a 'Thank You' page to my calendar, so it appears after someone books an appointment?

A: In your calendar's settings, navigate to the 'Confirmation' section. There, you will find an option to redirect to a specific URL after a booking is completed. Paste the URL of your 'Thank You' funnel page into this field and save the changes.

Q: What is the difference between a 'branded domain' and a 'business website' in the settings?

A: A 'branded domain' (e.g., https://www.google.com/search?...) is for system-generated URLs like calendar and survey links. A 'business website' domain (e.g., www.yourdomain.com) is for your primary funnels and websites. It is best practice to use a subdomain for branding.

Q: How can I send a bulk email to a specific group of contacts, such as those on a smart list?

A: In the contacts view, select the smart list you wish to email. Select all the contacts in that list, and then click the 'Send Email' icon. You can then compose your email or select a template and send it to all the selected contacts at once.

Q: Is it possible to have an email reply automatically trigger a specific action, like adding a tag?

A: Yes, this can be done using a workflow. Set the workflow trigger to 'Contact Replied' and add a filter for the specific campaign or workflow the original email was part of. Then, you can add an action to 'Add Contact Tag'.

Q: How can I see statistics for a single email within a workflow, like its open rate?

A: Navigate to the specific workflow and click on the email step you want to analyze. A statistics panel will appear, showing detailed metrics such as the number of emails delivered, opened, and clicked for that individual email.

Q: My calendar allowed a time slot to be booked twice. How can I prevent this?

A: This can happen if an appointment's status is changed from 'Confirmed' to another status like 'Showed' or 'Completed.' To prevent double bookings, ensure all appointments remain in the 'Confirmed' status, as this will correctly block off the time slot.

Q: How do I unpublish a website that I accidentally made live?

A: You can unpublish a website by going into the settings for that funnel or site and removing the domain that is currently connected to it. This will take the site offline without deleting your content.

Q: How can I connect my domain to my account if I lack the necessary permissions?

A: If you are unable to add a domain due to permissions, please contact your account administrator to request the required access to proceed.

Q: The text for my portal's name and description is faint and difficult to read. How can I fix this?

A: To improve text legibility, you can adjust the branding settings to use a darker background image, which will create better contrast with the text.

Q: My Outlook emails stopped syncing after I updated my password. How do I reconnect it?

A: If your email sync fails after a password change, your integration has likely expired. To fix this, navigate to Settings > My Profile, remove the email integration, and then re-add it to re-establish the connection.

Q: I am unable to make calls from my account and the call icon is disabled. What should I do?

A: If you encounter an error that prevents you from making calls, please try using a different web browser, as this can often resolve browser-specific issues.

Q: How do I set up a digital product, like a template, for sale on my funnels?

A: To sell a digital product, first create it under Memberships. Then, to accept payments, you must also create a corresponding payment product and add it to your sales funnel.

Q: How can I cancel one of my two accounts without losing the data and templates from the account I want to keep?

A: To cancel a duplicate account while preserving your assets, please identify which account you wish to close. Our support team will create a ticket to have the process handled internally, ensuring no data from your active account is lost.

Q: My Instagram Business account shows an error and won't integrate for lead syncing, even after all troubleshooting steps. What now?

A: If you have completed all standard troubleshooting without success, the problem may require technical investigation. Our team will escalate the issue to our developers and provide you with updates via an official support ticket.

Q: Can I create an invoice directly from a payment made through PayPal?

A: Currently, the platform does not support the functionality to automatically generate an invoice directly from a payment received via PayPal.

Q: All appointment bookings are going to my calendar, but I want clients to be able to book with my assistant as well. How do I set this up?

A: To allow bookings with multiple team members, create a group calendar that includes all relevant staff. Then, link this new group calendar to your booking page to show combined availability.

Q: How do I trigger an email automation to start when I approve a new member for a group?

A: To activate an automation for new group members, set your workflow trigger to 'Form Submitted' and add an action to apply a specific tag. Once you manually approve a user and add them to the group, the automation will begin.

Q: If I connect my domain to my new Lead Connector account, will it take down my existing website?

A: Yes, you must first disconnect your domain from your current provider before connecting it here. Your existing site will go offline once the domain records are updated, so it is best to build your new site before making the switch.

Q: The background image on my website looks distorted and improperly formatted on mobile devices. How can I fix this?

A: For optimal display on mobile, use a smaller background image, ideally around 360x200 pixels. Alternatively, insert the image as a separate element instead of a section background for more consistent results across all devices.

Q: How can I change the main background image for my course?

A: To change the background of a course, navigate to the product's customization settings. Open the 'Hero' section to access and modify the background image and color options.

Q: My calendar is not showing any available appointment slots, even though my availability is set correctly. What is causing this?

A: This issue can occur if your calendar's "Appointment Slot Interval" is set to a value that conflicts with your availability. Ensure this setting correctly reflects the duration of your appointments to display open slots properly.

Q: When I reschedule an appointment, the lead still receives notifications for the original appointment time. How can I prevent this?

A: If appointment notifications are being sent for the original time after rescheduling, please provide our support team with an example of the affected contact so we can investigate the issue and open a technical support ticket if necessary.

Q: How can I automatically enroll existing contacts into a new workflow that has a tag-based trigger?

A: Workflows with tag-based triggers only enroll contacts that are tagged after the workflow is activated. To enroll existing contacts, select them manually, choose the 'Add to Campaign/Workflow' bulk action, and select the desired workflow.

Q: My form has suddenly stopped accepting submissions. What should I do?

A: If your form stops working, it may indicate a technical issue. Please contact support to have the issue investigated by our development team, who will work to resolve it and follow up with you.

Q: I cannot log into the mobile app using my correct desktop credentials. What is the issue?

A: Please ensure you are using the correct mobile application, which is named 'Lead Connector'. Using this app with your standard login credentials should resolve any login issues.

Q: How can I add contacts to a smart list automatically without adding them manually?

A: To automatically add contacts to a smart list, apply a specific tag to them that matches the filter criteria of the smart list. Any contact with that tag will be automatically included.

Q: My calendar isn't showing any available appointment slots, even though my availability is set. How can I fix this?

A: This issue often occurs when the 'Date Range' setting is too restrictive. By setting the date range to zero or adjusting the minimum scheduling notice, your available slots should appear correctly.

Q: I updated the time zone in my business profile, but appointment notifications still show the wrong time. What did I miss?

A: To ensure correct timing for all notifications, the time zone must be consistent across both your Business Profile and your personal user Profile settings. Please verify and update both to match.

Q: How can I ensure my cancellation and reschedule links work correctly in appointment notifications?

A: Use the system's default custom values for cancellation and rescheduling links within your calendar and email settings. Hard-coding incorrect or broken links will prevent them from functioning properly.

Q: How do I change the sender name that appears in outgoing emails from my account?

A: To change the default sender name, navigate to Settings > Email Services > Dedicated Domain > Set Headers. From there, you can edit the 'From Name' field to what you would like recipients to see.

Q: My blog post links are leading to a 404 error page. What should I do?

A: If your published blog posts are not rendering correctly, it may be a backend issue. Please contact our support team to create a ticket for our developers to investigate and resolve the problem.

Q: How can my staff be given permission to access and edit forms?

A: To grant a staff member access to forms, navigate to Settings > My Staff, and select the user. Under 'User Permissions,' enable the 'Funnels' permission, which controls access to both funnels and forms.

Q: I am trying to connect my Lead Connector calendar, but the integration isn't working. What should I do?

A: If you are having trouble with a third-party calendar integration like Calendly, please try disconnecting and then reconnecting it. If the issue persists, direct integration may not be fully supported, and embedding the calendar via code may be required.

Q: How can I remove duplicate contacts from my contact list?

A: Export your current contact list as a CSV file and clean it to remove duplicates. Then, re-import the list using the 'Update' option, which will update existing contact information without creating new duplicate entries.

Q: How can my team send standardized emails with attachments to our contacts?

A: You can create reusable email templates that include attachments and pre-written text. Any user on your team can then select a template when composing an email, ensuring consistency and efficiency.

Q: How can I add a date selection field to my form, for instance, for a start and end date?

A: To add a date field, first navigate to Settings > Custom Fields and create a new field with the 'Date' type. Once created, you can add this new custom field to any of your forms.

Q: How can I enroll contacts who already had a specific tag into a new workflow that uses that tag as a trigger?

A: Workflows using a 'tag added' trigger only enroll contacts who receive the tag after the workflow is published. To add existing contacts, select them manually from your contacts list and use the 'Add to Campaign/Workflow' bulk action.

Q: I am unable to log into the mobile app with my correct credentials. What should I do?

A: To access your account on a mobile device, please ensure you are using the correct application, which is named 'Lead Connector'. Your standard login credentials will work with this app.

Q: My staff members cannot see certain conversations or bookings. How can I adjust their permissions?

A: This is likely due to their user permissions being set to 'Only Assigned Data'. To allow them to see all data, navigate to Settings > My Staff, edit their user profile, and change the 'User Permissions' to allow visibility of all records.

Q: The text on my website's pop-up form is not visible because it's the same color as the background. How can I fix this?

A: In the form builder, you can customize the colors. To fix this, you can either change the text color to contrast with the background or change the background color of the form itself to ensure all fields and labels are clearly visible.

Q: How can I add my company logo to the navigation bar of my website?

A: To add a logo to your navigation bar, edit the header element on your website. You can then add an image element to the far left or right column of the header and upload your logo file.

Q: How can I create a workflow that sends an appointment confirmation to a client when I book the appointment for them manually?

A: To send confirmations for manually booked appointments, you must enable the option directly within the calendar's settings to trigger a notification for the contact when an appointment is added by a user.

Q: I cannot upload attachments to the estimates I am creating. What could be the problem?

A: If you are experiencing issues with file uploads, it may be a browser-related problem. Please try clearing your browser's cache and cookies or using a different web browser, which often resolves the issue.

Q: I received an error that my domain has a CNAME/A record conflict. What should I do?

A: This error indicates that your DNS records are not pointing correctly. Ensure that your 'www' CNAME record points to sites.ludicrous.cloud and your root '@' A record points to 162.159.140.166 in your domain provider's settings.

Q: How can I configure a form to redirect to a different funnel page after a user submits it?

A: Within the form builder, navigate to the 'On Submit' options. You can set the action to 'Go to URL' and then paste the link of the desired page from the other funnel.

Q: How do I set a custom voicemail message for my business phone number?

A: Navigate to Settings > Phone Numbers and click the 'Edit' icon next to the number you wish to configure. You can then upload a pre-recorded MP3 audio file or record a new message directly in the 'Voicemail' settings.

Q: I want my outgoing emails to come from a custom email address (e.g., [email protected]). How do I set this up?

A: To use a custom sending address, you must first set up a dedicated email domain. Go to Settings > Email Services and follow the steps to add and verify your domain. This will improve deliverability and allow you to use a professional email address.

Q: Emails I send from the platform are landing in the recipient's spam folder. How can I improve deliverability?

A: To prevent emails from being marked as spam, ensure you have set up a dedicated sending domain with all the correct DNS records (SPF, DKIM, DMARC) verified in your domain provider's settings.

Q: How can I change the default URL of my website to remove the extra text after the .com?

A: To set your homepage as the default page for your root domain, go to Settings > Domains, click the edit icon for your domain, and select the desired homepage from the 'Default Page' dropdown menu.

Q: I am unable to purchase a phone number because the feature is not enabled for my account. What should I do?

A: If you are unable to purchase a phone number, this feature may need to be enabled by an administrator. Please contact support to have a ticket created for our admin team to enable this for you.

Q: Is it possible for different users on the same account to have private contact lists that are not visible to other users?

A: Yes, this can be achieved by editing user permissions. Navigate to Settings > My Staff, select a user, and enable the 'Only Assigned Data' permission. This will ensure that users can only see contacts that are specifically assigned to them.

Q: How can I cancel my subscription?

A: To cancel your subscription or for any billing-related inquiries, please contact our dedicated support team by sending an email to support@Lead Connector.com.

Q: How do I add partner or sponsor logos to my website's footer?

A: To add logos, edit your website and navigate to the footer area. Add a new section with the desired number of columns. Within each column, add an 'Image' element and upload the respective logo from your media gallery.

Q: How can I edit the text in an automated message that is being sent to new leads?

A: The text for this message is located within an automation workflow. To edit it, you must have 'Automations' access permissions for your user role. Please contact your account administrator to grant you access or to make the change for you.

Q: Why are my automated emails populating with my name instead of the contact's name?

A: This occurs when the wrong custom value is used in your template. Ensure you are using {{contact.name}} or {{contact.first_name}} to pull the recipient's information, not a user or owner custom value like {{user.name}}.

Q: What is the process for adding a video from my media library onto a funnel or website page?

A: Edit the desired page and add a 'Video' element. In the video settings, select 'Media Library' as the source. You can then search for and select your uploaded video. To get a direct link, go to your media library, click the three dots on the file, and choose 'Get Link'.

Q: What is the pricing for sending emails and SMS messages through the platform?

A: The cost is calculated at $0.001688 per email sent and $0.0134 per SMS segment.

Q: How can I disable the ability for a staff member to make outbound calls?

A: Currently, there is not a specific permission to disable only the calling feature. As a workaround, you can disable the entire 'Contacts' tab for a user's role. Please be aware that this will also remove their ability to view any contact details.

Q: Why am I not receiving new emails sent to my custom domain email address within the platform?

A: The email address configured in the system is a sending-only or 'masking' address designed to improve outbound deliverability. It can receive replies but does not function as a complete inbox for new, inbound messages. To receive all emails, you must set up a proper email inbox through your domain hosting provider.

Q: Why are appointment confirmation times incorrect for a specific user or client?

A: Time discrepancies in appointment confirmations are often caused by a mismatch between the main account's timezone and the individual user's profile timezone. Ensure that both the company profile and the specific user's profile settings are set to the correct local timezone.

Q: How do I allow customers to pay with a credit card instead of only PayPal on my payment links?

A: To offer both credit card and PayPal options, you must have both Stripe and PayPal integrated as payment processors in your settings. If only PayPal is connected, it may become the default and only payment option presented to the customer.

Q: Why is my 'Read More' button for blog posts not working on my home page?

A: This issue may be a backend glitch. First, try removing the element, saving the page, and then adding it back. If the problem persists, a ticket will be created with our development team to resolve the issue, and they will contact you via email with updates.

Q: How do I receive a notification when a new appointment is booked on one of my calendars?

A: You can set up an automation workflow. Use the trigger 'Appointment' or 'Customer Booked Appointment'. As the action, select 'Send Internal Notification' and configure it to send an email or SMS to your desired address or phone number.

Q: How can I create more than one opportunity for a single contact?

A: To allow for multiple opportunities per contact, you must enable this feature in your settings. Go to Settings > Business Profile and activate the 'Allow Duplicate Opportunities' option.

Q: My team member has the correct permissions, but still cannot access conversations or bookings. Why?

A: This issue can occur if the user's "Data Visibility" is set to "Only Assigned Data." To resolve this, an admin can change their permission settings to allow access to all records.

Q: How do I link a button on my landing page to an external website or booking link?

A: In the website or funnel editor, select the button you wish to configure. In the settings panel on the right, change the 'Button Action' to 'Go to Website URL' and paste your destination link into the provided field.

Q: How can I create a subscription product that offers a trial period?

A: When creating your product, select the 'Recurring' pricing option. You can then enable the 'Trial Period' and set the number of days for the trial. After the trial period ends, the regular subscription price will be charged automatically.

Q: How do I edit the information that populates from a custom value like {{custom_values.my_value}}?

A: To change the content of a custom value, navigate to Settings > Custom Values. Locate the specific custom value you wish to edit from the list and update its 'Value' field. This change will be reflected wherever that custom value is used.

Q: My contact import was successful, but I cannot see the new contacts in my main list. Where are they?

A: When importing contacts, ensure each entry has either a valid email or phone number, as this is required to create a record. To locate your imported contacts, you can filter your main contact list by the tag you applied during the import process.

Q: Why does my main domain show a 404 error page instead of loading my website?

A: A 404 error on your root domain typically means a default page has not been set. To fix this, go to Settings > Domains, edit your domain, and select the specific funnel or website page you want to load by default.

Q: Can support help me design my landing page?

A: Our support team is here to assist with any technical issues or platform-related questions you may have. However, we do not provide creative services such as page design, copywriting, or marketing strategy.

Q: How can I edit the stage names in my sales pipeline?

A: Navigate to the 'Pipelines' section in your settings. Click the pencil icon next to the pipeline you wish to modify. From there, you can edit the names of existing stages or add new ones as needed.

Q: How can I set a workflow to only send messages during specific business hours?

A: In the main 'Settings' for your workflow, you can define a specific time window (e.g., 9 AM to 5 PM) and select the days of the week. Contacts will be enrolled immediately but will wait until the next available window before any actions are executed.

Q: How can I allow customers to pay with a credit card instead of only PayPal?

A: To offer both credit card and PayPal options, you must have both Stripe and PayPal integrated as payment processors in your settings. If only PayPal is connected, it may become the default and only payment option presented.

Q: Why is my calendar showing incorrect availability for a specific team member?

A: This issue can occur if the 'Meeting Interval' is set too wide. Try adjusting the calendar's meeting interval to a shorter duration, such as 30 minutes, to ensure all available slots are displayed correctly.

Q: How do I add my company's address and logo to the footer of my emails?

A: You can manually add your company information to the footer of each email template, or for a more efficient method, you can use custom values. Set up custom values for your address and logo URL in Settings, then insert {{custom_values.address}} in your templates.

Q: My automated SMS messages are using my name instead of the contact's name. How do I fix this?

A: This happens when an incorrect custom value is used. To populate the contact's name, ensure your message templates use {{contact.first_name}} or {{contact.name}}, not a user-related value like {{user.name}}.

Q: My social media posts are publishing without the images I attached. What's causing this?

A: This can happen if the image file does not meet the platform's requirements or if there was a temporary glitch during upload. Ensure your images are in JPG, PNG, or GIF format and are under the maximum file size limit.

Q: Can I automatically add a tag to a contact when they click a specific link in an email?

A: Yes, you can achieve this by using a Trigger Link. Create a trigger link for your desired URL, then set up a workflow with the trigger 'Trigger Link Clicked'. In that workflow, add an action to apply the desired tag to the contact.

Q: How can I create multiple, separate opportunities for the same contact?

A: To create more than one opportunity for a single contact, you must enable this feature in your settings. Navigate to Settings > Business Profile and turn on the 'Allow Duplicate Opportunities' option.

Q: My team member has the correct permissions enabled, but still cannot access conversations or bookings. Why?

A: This issue can occur if the user's "Data Visibility" is set to 'Only Assigned Data'. To resolve this, an admin can change their permission settings to allow access to all records.

Q: The text on my website's pop-up form is not visible because it is the same color as the background. How do I fix this?

A: In the form builder, you can customize the colors of your form elements. To fix this, you can either change the text color to contrast with the background or change the background color of the form itself to ensure all fields are visible.

Q: How do I add my company logo to my website's navigation bar?

A: To add a logo to your navigation menu, edit the header section of your website. You can then add a new column and insert an image element into it. Upload your logo to this element and adjust its size as needed.

Q: How do I set up a workflow to send appointment confirmations when I manually book for a client?

A: The most effective way to do this is within the calendar settings. In the settings for the specific calendar, you can enable an option to automatically send a confirmation email to the contact whenever an appointment is booked by a user.

Q: My calendar is not showing all available appointment slots. What could be causing this?

A: This issue can often be resolved by adjusting the calendar's meeting interval. A very wide interval can prevent some slots from showing. Try setting it to a shorter duration, such as 30 minutes, to ensure all availability is displayed correctly.

Q: How do I change the default "From" email address that is used when sending messages to contacts?

A: To use a custom sending address, you must set up a dedicated sending domain. Go to Settings > Email Services and follow the steps to add and verify your domain. This will improve deliverability and allow you to use a professional branded email.

Q: I tried to send a bulk email, but it only went to a fraction of my contact list. Why did this happen?

A: This can occur if only the contacts visible on the current page are selected. For reliable bulk sending, it is recommended to create an email campaign, which allows you to target your entire smart list or tag accurately without display limitations.

Q: Why am I getting a "domain already exists" error when trying to connect my domain?

A: This error occurs if the domain is still connected to a different Lead Connector account. You must have the owner of the previous account completely delete the domain from their settings before it can be successfully added to your account.

Q: How can I set a workflow to only send messages during specific business hours?

A: In the main 'Settings' for your workflow, you can define a specific time window (e.g., 9 AM to 5 PM) and select the days of the week. Contacts will be enrolled immediately but will wait until the next available window before any actions are executed.

Q: How do I link a button on my landing page to an external website URL?

A: In the website editor, select the button you wish to configure. In the button's settings panel on the right, change the 'Button Action' to 'Go to Website URL' and paste your destination link into the provided field.

Q: I am unable to purchase a phone number because the feature is not enabled for my account. What should I do?

A: If you are unable to purchase a phone number, this feature may need to be enabled by an administrator. Please contact support to have a ticket created for our admin team to enable this for you.

Q: My website's navigation menu links are not going to the correct pages. How can I edit them?

A: In the website editor, click on your navigation menu element to open its settings. From there, you can select each menu item and adjust the 'Go to Page' setting to link it to the correct page in your site. Remember to save your changes.

Q: My social media posts are publishing without the images I attached. What is the cause?

A: This can happen if the image file does not meet the platform's requirements or if there was a temporary glitch. Ensure your images are in JPG, PNG, or GIF format and are under the maximum file size limit for the social media platform.

Q: How do I create an interactive, fillable workbook for my clients within the platform?

A: Currently, the system does not support the creation of interactive, fillable workbooks. This feature suggestion has been forwarded to our development team for future consideration.

Q: My staff member's incoming calls are going straight to voicemail. What setting should I check?

A: In the phone number's settings, check the 'Incoming Call Timeout' duration. If it is too short, calls may go to voicemail before the user has a chance to answer. Also, ensure calls are correctly forwarded to the user's profile.

Q: Is it possible to host multiple websites on different domains within one account?

A: Yes, you can connect multiple custom domains to your account. Each domain can then be assigned to a separate website or funnel, allowing you to manage several distinct web properties from a single dashboard.

Q: I need to add a shipping fee to a physical product in my store. How do I do this?

A: When setting up your physical product, you can add shipping rates directly within the product's settings. This allows you to define different shipping costs based on location or other criteria.

Q: How do I connect my GoDaddy subdomain to a landing page?

A: In your GoDaddy DNS settings, add a CNAME record where the name is your subdomain prefix (e.g., 'promo') and the value points to sites.ludicrous.cloud. Then, in the platform, add and verify the subdomain in the domain settings and link it to your page.

Q: My funnel's URL has a long string of numbers at the end. How can I create a cleaner link?

A: This happens when a URL path is not explicitly set. To fix this, go to your funnel step's settings, and in the 'Path' field, enter a clean, simple name (e.g., 'offer'). This will update the URL.

Q: How can I create a subscription with a trial period, for example, $3 for the first month and $109 thereafter?

A: When creating your recurring product, enable the 'Trial Period' option and set it for 30 days. You can also add a one-time 'Setup Fee' of $3, which will be charged upfront before the recurring subscription begins.

Q: Why is my calendar not showing availability on certain days, even though I've set my available hours in the calendar settings?

A: Your calendar's availability is also controlled by your main profile settings. Please navigate to Settings > My Profile and ensure your general 'User Availability' is also set for those days.

Q: After changing my account's currency, my existing products still show the old currency. How do I update them?

A: The currency setting does not automatically update on products created before the change. You will need to duplicate the existing products and offers, which will then reflect the new default currency.

Q: How can I automatically tag a contact when they complete a form submission?

A: Create a new workflow with the trigger 'Form Submitted'. In the trigger settings, specify the form you want to track. Then, add a workflow action to 'Add Contact Tag' and select the tag you wish to apply.

Q: Is it possible to use a single form for multiple different events and still segment the contacts?

A: Yes. You can use one form and then create separate workflows for each event. In each workflow, use the 'Form Submitted' trigger and filter by the specific page URL where the form was submitted to segment the contacts accordingly.

Q: How do I remove the ability for members to create new posts in a community group?

A: Currently, there is not a specific permission setting to disable only the post creation feature for members within a community group. This feature suggestion has been forwarded to our development team.

Q: A contact's automated messages are not sending due to a "24-hour rule" error. What does this mean?

A: For platforms like Instagram, you can only send automated messages to a user within 24 hours of their last interaction with you. If they have not messaged you within that window, automated outbound messages will be blocked by Meta's policy.

Q: How do I set up a workflow that sends an SMS reminder if a contact hasn't filled out a form within 24 hours?

A: Create a workflow that triggers when the initial message is sent. Add a 'Wait' step for 24 hours, then use an 'If/Else' condition to check if the contact has the 'form submitted' tag. If not, the 'No' path can trigger the SMS reminder.

Q: What is the best way to get a notification on my phone when someone fills out a form?

A: The most effective way is to create a workflow with the trigger 'Form Submitted'. Then, add an 'Internal Notification' action and select 'SMS' as the notification type. Enter your phone number to receive the alerts.

Q: I am receiving an error that my domain is already connected to another account. How can I resolve this?

A: This error means the domain must be completely removed from the previous Lead Connector account before it can be added to a new one. You must contact the owner of the other account and have them delete the domain from their settings.

Q: Why do my email campaigns show a low number of sent emails when I selected a large contact list?

A: This can happen if you select contacts from the main list view, which may only select the contacts currently displayed on the page. For reliable bulk sending, it is best to use an email campaign and select your smart list or tag there.

Q: I'm trying to add a new user with an email that is already in the system for another user. How can I add them?

A: The system does not allow two users to have the same primary email address. As a workaround, you can use an email alias, such as [email protected], which will be treated as a unique email by the system but deliver to the same inbox.

Q: How can I add a payment link to my website so clients can pay for a service?

A: First, create the product in the 'Payments' tab. Then, in the website editor, add a button to your page. In the button's settings, set the action to 'Link to a payment link' and select the product you created.

Q: Can I create a 'link-in-bio' style page on this platform?

A: Yes, you can easily create a single-page funnel to serve as your 'link in bio' page. Use our editor to add multiple buttons, each linking to a different destination. Once published, you can use this page's URL in your social media profiles.

Q: How can I securely deliver a digital product via email after purchase, instead of providing a direct download link?

A: To securely deliver your digital product, create an automation. Set the workflow trigger to 'Order Form Submission' for your specific product. Then, add a 'Send Email' action that includes the download link to the file from your media library. This ensures only the verified buyer receives access.

Q: My team member's user permissions are set correctly, but they cannot see certain contacts or opportunities. Why?

A: This issue can occur if the user's "Data Visibility" is set to 'Only Assigned Data'. To resolve this, an admin can change their permission settings to allow access to all records.

Q: Why am I getting an error that my domain is already in use when I try to connect it?

A: This error means the domain is still connected to a different Lead Connector account. You must have the owner of the previous account completely remove the domain from their settings before it can be successfully added to your account.

Q: Why are my automated messages being personalized with my name instead of the contact's name?

A: This happens when an incorrect custom value is used. To correctly populate the contact's name, ensure your message templates use {{contact.first_name}} or {{contact.name}}, not a user-related value like {{user.name}}.

Q: A contact is not receiving emails because DND (Do Not Disturb) is enabled. How can I disable it?

A: To disable DND for a contact, navigate to their contact record. In the contact details panel on the left, you will see the DND options. You can uncheck the DND toggle for specific channels like email to resume sending them messages.

Q: My calendar is not showing any available appointment slots, even though my availability is set. How can I fix this?

A: Your calendar's availability is also controlled by your main user profile. Please go to Settings > My Profile and ensure your general 'User Availability' is also configured to be open on the days you wish to offer appointments.

Q: How can I add a payment link to my website so clients can pay for a service?

A: First, create the product in the 'Payments' tab. Then, in the website editor, add a button to your page. In the button's settings, set the action to 'Link to a payment link' and select the product you created.

Q: My bulk email only went to a portion of my list. How do I send it to the remaining contacts without creating duplicates?

A: To avoid resending to the same people, tag the contacts who have already received the email. Then, create a new smart list that includes your original target audience but filters to exclude that tag you just applied. You can then send your email to this new, refined smart list.

Q: What is the process for creating a contact form and adding it to my website?

A: First, build your form under Sites > Forms. Then, edit the website page where you want the form to appear, add the 'Form' element from the menu, and select your newly created form from the dropdown options.

Q: How do I create an email sequence that is triggered when a contact fills out a form?

A: In your workflow, set the trigger to 'Form Submitted' and select your form. Then, you can add a series of 'Send Email' actions with 'Wait' steps in between to control the timing of your email sequence.

Q: Why can't I see the 'Sites' or 'Funnels' tab in my account menu?

A: The 'Sites' and 'Funnels' features are located within a sub-account (location). If you are in the agency-level view, you will need to switch into a specific sub-account to access these features.

Q: How can I get a notification on my phone whenever a new contact sends a message through the website chat widget?

A: You can set this up with a workflow. Use the trigger 'Customer Replied' and filter it for the 'Chat Widget' reply channel. Then, add an 'Internal Notification' action and select 'SMS' to have an alert sent to your phone.

Q: When I preview my funnel, I can see the changes I made, but they don't appear on the live website. What is wrong?

A: After saving your changes in the editor, you must also click the 'Publish' button to push the updates to your live website. If changes still do not appear, try clearing your browser cache.

Q: A contact has multiple opportunities, and I want to create a workflow that only runs when a specific one is updated. How do I do this?

A: In your workflow trigger settings for 'Opportunity Status Changed', add a filter for 'Pipeline'. This will allow you to specify the exact pipeline the workflow should monitor, ensuring it only runs for the intended opportunity.

Q: Is it possible to have different recurring payment prices for the same membership product?

A: Yes. Changing the price of a recurring product will only affect new subscribers. To offer different price points concurrently, you should create multiple pricing plans for the same product, which can then be presented as separate offers.

Q: How can I automatically enroll contacts into a new workflow that uses a tag-based trigger?

A: Workflows using a 'tag added' trigger only enroll contacts who receive the tag after the workflow is published. To add existing contacts, select them manually from your contacts list and use the 'Add to Campaign/Workflow' bulk action.

Q: My team member has the correct permissions, but still cannot access conversations or bookings. Why?

A: This issue can occur if the user's "Data Visibility" is set to 'Only Assigned Data'. To resolve this, an admin can change their permission settings to allow access to all records.

Q: Why are my test form submissions overwriting each other instead of creating new contacts?

A: This is often a browser cache issue. If you are testing from the same device and browser, it may not create a new contact record. To ensure each submission creates a unique contact, try testing from a different device or using an incognito browser window.

Q: How do I change the default "From" email address that is used when sending messages to contacts?

A: To use a custom sending address, you must set up a dedicated email domain. Go to Settings > Email Services and follow the steps to add and verify your domain. This will improve deliverability and allow you to use a professional email address.

Q: How can I add a payment link to my website so clients can pay for a service?

A: First, create the product in the 'Payments' tab. Then, in the website editor, add a button to your page. In the button's settings, set the action to 'Link to a payment link' and select the product you created.

Q: How can I create more than one opportunity for a single contact?

A: To create multiple opportunities for a contact, you must enable this feature in your settings. Navigate to Settings > Business Profile and activate the 'Allow Duplicate Opportunities' option.

Q: My calendar isn't showing availability for certain dates, even though I've configured them in the calendar's settings. What's wrong?

A: Your calendar's availability is also governed by your main user profile's settings. Please go to Settings > My Profile and ensure your general 'User Availability' is also configured to be open on the days you want to offer appointments.

Q: Why does my main domain show a 404 error page instead of loading my website?

A: A 404 error on your root domain typically means a default page has not been set. To fix this, go to Settings > Domains, edit your domain, and select the specific funnel or website page you want to load by default.

Q: How can I edit the stage names in my sales pipeline?

A: Navigate to the 'Pipelines' section in your settings. Click the pencil icon next to the pipeline you wish to modify. From there, you can edit the names of existing stages or add new ones as needed.

Q: How can I set a workflow to only send messages during specific business hours?

A: In the main 'Settings' for your workflow, you can define a specific time window (e.g., 9 AM to 5 PM) and select the days of the week. Contacts will be enrolled immediately but will wait until the next available window before any actions are executed.

Q: Can a workflow that creates an opportunity then trigger a second, separate workflow?

A: No, a workflow is unable to trigger another workflow. If you need a sequence of actions to occur, they must all be built into a single, continuous workflow.

Q: How do I create a "link in bio" page with multiple links for my social media profiles?

A: You can easily build a "link in bio" style page by building a new single-page funnel. Use the editor to add as many buttons as you need, and link each one to a different URL. Once published, you can use the funnel's link in your social media bios.

Q: Can I create an interactive workbook for clients to fill out directly within the platform so I can review their answers?

A: Currently, the platform does not support interactive, fillable workbooks. This feature suggestion has been forwarded to our development team for future consideration.

Q: Why am I unable to add an image to my funnel page?

A: If you are unable to upload or add an image, it may be because the image file is corrupted. Please try re-saving or re-exporting the image from your design software and uploading it again to the media library.

Q: How can I add a 'strikethrough' price to my products on an order form?

A: To display a 'compare at' price, go to Payments > Products and edit your product. In the pricing section, you can enter a "Compare at Price," which will then appear on the order form with a strikethrough next to the actual price.

Q: How do I add a new user or staff member to my account?

A: To add a new user, navigate to Settings > My Staff and click the 'Add Employee' button. You will then need to enter their personal information, set their user permissions and roles, and save the new profile. They will receive an email to set up their password.

Q: Can I use one form for multiple events and still segment the contacts who sign up for each?

A: Yes, you can use the same form on different pages. To segment the submissions, create a workflow with the trigger 'Form Submitted' and then add a filter for the 'Page URL' where the form was submitted. This allows you to run different actions based on the event page.

Q: How can I send a contract to a client for them to sign electronically?

A: First, create your contract template under the Payments tab. Then, navigate to the contact you wish to send it to, click 'Send Document,' and select your contract. You can then choose to send it via email or a shareable link.

Q: How can I link a downloadable file, such as a PDF, to a button on my website?

A: First, upload your file to the Media Library. Once uploaded, copy the unique URL for the file. Then, edit the button on your website, paste the copied URL into the link field, and set the button's action to 'Go to website URL'.

Q: How can I request a live Zoom support call to resolve an issue?

A: You can request a live support call directly through our chat service. An agent will create a dedicated Zoom room and provide you with the link to join the meeting for personalised assistance.

Q: I cannot find the 'My Staff' tab in my account settings. How can I add a new team member?

A: The 'My Staff' tab should be located in your account's main 'Settings' section. If you do not see this option, please contact our support team. An agent may need to enable the feature for your account, after which refreshing the page should make the tab visible.

Q: My emails are landing in the spam folder when I send them through the platform. What can I do to fix this?

A: To improve email deliverability and prevent messages from being marked as spam, it is highly recommended to use a dedicated domain email address (e.g., [email protected]) instead of a standard free email account. You must first connect your domain and then configure the email services.

Q: Can I host my professional email address directly with Lead Connector, or do I need a separate email hosting service?

A: Lead Connector does not offer primary email hosting services. To create and manage a professional email inbox, you must use an external email provider. However, you can configure your outgoing emails within our platform to be sent from your professional email address.

Q: Why is my personal Facebook profile not appearing as an option when I try to connect to the Social Planner?

A: The platform's social media integration is designed to connect exclusively with Facebook Business Pages, not personal profiles. To use the Social Planner, you must have an existing Facebook Business Page linked to your account.

Q: How do I connect a calendar to a button on my landing page so clients can book an appointment?

A: First, you must add your calendar to a dedicated page within your website or funnel. After the calendar is on its own page, edit your button and set its link action to go to the URL of the page containing the calendar.

Q: The 'Calendar' tab is missing from my main navigation menu. How can I enable it?

A: If the Calendar feature is not visible in your navigation menu, please contact our support team. An agent will activate it for your account, and after a simple page refresh, the Calendar tab will become accessible.

Q: What does the 'Global Section Change' warning mean when I save a page, and should I proceed?

A: This warning appears when you edit a 'global section,' which is a reusable content block (like a header or footer) that appears on multiple pages. Saving the change will update that section across every page where it is used. It is safe to proceed if you want this change to be applied universally.

Q: How do I resolve a DNS record conflict error when connecting my domain from an external provider?

A: To resolve record conflicts, access your domain provider's advanced DNS settings. Delete any existing 'A' records associated with your root domain. Then, add a new 'A' record with the host set to '@' and the value pointing to the IP address provided by Lead Connector.

Q: How can I reduce the large gaps or white space between sections on the mobile version of my website?

A: To adjust the spacing between sections, select the relevant section in the editor and go to its settings. You can decrease the vertical spacing by reducing the 'Padding' and 'Margin' values for both the top and bottom of the section, specifically for the mobile view.

Q: What is the correct way to add custom values, like a lead magnet title, to a page template?

A: To add or edit custom values, navigate to 'Settings' and then 'Custom Values'. Here you can create new values or modify existing ones. Once a custom value is saved, any element on your pages that uses that specific value will update automatically.

Q: How can I access the AI Assistant on my mobile device?

A: Currently, our platform is accessed via a web browser on mobile devices as there is no dedicated app. To use the AI Assistant, please log in through the main platform URL on your mobile browser, as some specific views may not display the feature.

Q: The Survey Builder tool is missing from my account. How can I enable it?

A: If the Survey Builder is not visible in your account, it may be a permissions-based issue. Please contact our support team, and an agent will create a ticket to have the feature enabled for you by our technical team.

Q: How can I sell a gift card that sends the customer a coupon code upon purchase?

A: You can achieve this by creating a 'Gift Card' product in the Payments section and linking it to an order form on a sales page. Then, build an automation workflow with the trigger 'Order Form Submitted'. As an action in this workflow, send an email to the buyer that includes a pre-generated coupon code for them to use on future purchases.

Q: In an automation workflow, how can I create a condition that checks if a contact has any one of several possible tags?

A: Within the 'If/Else' workflow step, add your first tag condition. Then, click the '+ Add' button below it and select the 'OR' operator. You can then add subsequent tag conditions. This configuration ensures the 'Yes' branch will execute if the contact has at least one of the specified tags.

Q: How do I configure subscriptions to remain active until the end of the current billing cycle after a customer cancels?

A: Currently, cancellations processed within the platform take effect immediately. For delayed cancellations, we recommend managing the subscription directly in your payment processor (e.g., Stripe), which allows you to cancel at the end of the billing period.

Q: Should I purchase my domain through Lead Connector or use an external domain registrar?

A: While you can purchase a domain directly through our platform, we recommend using a dedicated external registrar. Domains purchased externally offer more flexibility, including the ability to transfer them and set up professional email hosting, which is not included with domains purchased internally.

Q: How do I send a one-time email to all contacts who currently have a specific tag using a workflow?

A: Workflows are triggered by actions, so to send a broadcast to an existing list, you must add them manually. First, publish your workflow. Then, go to your contacts, filter by the desired tag, select all the filtered contacts, and use the bulk action tool to add them all to your published workflow.

Q: I accidentally deleted the default website templates from my account. Is there a way to restore them?

A: Yes, if you have accidentally deleted the pre-loaded templates, please contact our support team. An agent can restore the default templates to your account from the back end.

Q: Why can't I link the subdomain I set up for email sending to my website or funnel?

A: Subdomains configured under 'Email Services' are exclusively for improving email deliverability and cannot be used for hosting websites. To link a subdomain to a funnel, you must add it separately in the 'Settings' > 'Domains' section and configure the appropriate A or CNAME records with your domain provider.

Q: My root domain isn't loading my homepage correctly. How do I set the default page?

A: To direct your root domain to a specific page, navigate to 'Settings' and then 'Domains'. Select your domain from the list, and in the settings panel, choose your desired homepage from the 'Select default step/page for Domain' dropdown menu. Save your changes to apply the setting.

Q: How do I make a course within my community visible only to specific members?

A: First, navigate to your community's settings and create a 'Private Channel'. Next, add the specific members you want to have access to this channel. Finally, when adding a course to the 'Learning' tab, you can select this private channel to restrict access, making the course visible only to those members.

Q: What is the best way to set up a recurring webinar that allows multiple people to register for the same time slot?

A: For webinars with multiple attendees, use the 'Class Booking' calendar type. In the calendar settings, you can define the maximum number of participants per session. For the location, manually paste your permanent webinar meeting link (e.g., from Zoom) into the location field.

Q: My form entry fields are not clearing after submission; they still show the previous user's information. How do I fix this?

A: This is caused by the 'Sticky Contact' feature being enabled on your form. To disable it, edit your form, click on 'Options' in the top menu, and toggle the 'Sticky Contact' switch to the off position. Be sure to save your changes.

Q: How can I add content like ebooks and training videos to a community portal?

A: To add resources, enter your community and create specific 'Channels' for different topics. Within each channel, you can create posts where you can upload files like PDFs or embed links to your training videos, keeping all your content organised and accessible to members.

Q: My calendar availability is showing incorrect times, even though my settings seem correct. What is causing this?

A: This issue is often caused by a timezone mismatch. Ensure that the timezone in your 'My Profile' settings and your 'Business Profile' settings both accurately reflect your local timezone. Aligning these settings will ensure your calendar displays the correct availability.

Q: How can I update or change the business name displayed on my account?

A: To update your business name, please navigate to the main 'Settings' menu. From there, select 'Business Profile', where you will find the option to edit and save your new business name.

Q: Why are some of my automated emails landing in the Promotions tab instead of the primary inbox?

A: Email providers categorize messages based on content and formatting. Using promotional language, marketing phrases like 'bonus' or 'sale,' or including excessive links and images can trigger algorithms to filter your email into the Promotions tab.

Q: When manually testing a workflow, my contact icon disappears after I move it to the next step. How can I fix this?

A: This is a common display issue that is resolved with a simple browser refresh. After you manually advance a contact to the next step in a workflow, refresh the page. The contact's icon will then correctly appear at its new position, allowing you to continue testing.

Q: How can I cancel my subscription to the platform?

A: To cancel your subscription, please send a cancellation request directly to our billing team via email at support@Lead Connector`.com, and they will process your request.

Q: Where in the platform can I create and manage my email campaigns?

A: To build and manage your email campaigns, navigate to the 'Email & Social Media' section from the main menu. From there, select 'Emails' and then choose the 'Email Campaigns' tab to begin creating your sequences.

Q: My full name, including my middle name, is appearing in communications. How can I change this?

A: We understand the importance of managing your personal information. Please contact our support team with your request, and an agent will escalate it internally to have your display name updated across the platform to remove your middle name.

Q: How can I automatically insert a contact's first name into an email to personalize the greeting?

A: To personalize your emails, use dynamic tags within the email editor. Place your cursor where you want the name to appear, and from the 'Custom Values' menu, select 'Contact' and then 'First Name'. This will insert a placeholder that automatically populates with each recipient's first name.

Q: I bought a domain through Lead Connector. How do I link it to my website?

A: To link your internally-purchased domain, navigate to 'Settings' and then 'Domains'. Click on the domain you wish to use, and you will see options to associate it with any of your existing websites or funnels.

Q: Is it possible to create and sell multiple, distinct coaching programs from a single account?

A: Yes, our platform fully supports the creation and management of multiple coaching programs within one account. For best results, we recommend using clear, distinct names for each program and its materials, and organizing them into separate product folders.

Q: What is the best way to provide specific, individual documents to a single student within my course or community?

A: While direct document sharing to an individual within a course is not a feature, you can create a private, one-on-one channel with the student in your community to share files, or you can send the documents to them directly via email.

Q: How can I trigger an email sequence for a specific list of existing contacts without requiring them to fill out a form?

A: First, create a 'Smart List' containing all the contacts you wish to target. Next, build your automation workflow using a 'Contact Tag' as the trigger. Once the workflow is published, navigate to your Smart List, select all the contacts, and use the 'Add to Campaign/Workflow' bulk action to enroll them.

Q: I can't access a specific feature like the Social Media Co-Pilot or I'm getting an error when I try. What should I do?

A: First, try clearing your browser's cache and cookies or using a different web browser, as this often resolves login and access issues. If the problem persists, it may be a technical issue, and you should contact our support team by emailing support@Lead Connector`.com.

Q: Where do I go to add a new domain to my account?

A: To connect a new domain, navigate to 'Settings' from the main menu on the bottom left. From there, select the 'Domains' tab and click the 'Add New Domain' button to begin the process.

Q: The AI assistant said my course was created, but the link just redirects to my dashboard and I can't find the course. What should I do?

A: This may be a temporary system glitch. First, try accessing the link in a private or incognito browser window. If the course is still not visible under 'Build Your Product', you may need to go through the AI course creation process again.

Q: Is it possible to embed a video in an email so that it plays directly in the recipient's inbox?

A: Due to limitations across email clients, videos cannot be embedded to play directly within an email. The recommended method is to use the 'Video' element in the email builder, which inserts a clickable thumbnail that links to the video on its hosting platform.

Q: The links in my website's navigation menu are not directing to the correct pages. How do I fix this?

A: You need to configure the links for each item in your navigation menu. Edit the menu element, select a specific menu item, and set its 'Go to' action to link to the corresponding page on your site. For consistency, save your navigation bar as a 'Global Section' to apply it across all pages.

Q: Can multiple users connect their own video conferencing accounts to the same calendar?

A: A specific integration like Lead Connector or Lead Connector can only be connected by one user in the account. The meeting link sent to clients is determined by the user assigned to the specific calendar for the appointment, and the system will use the integration connected to that user's profile.

Q: Key features like 'My Staff' or 'Calendars' are missing from my account menu. How can I get them enabled?

A: Access to certain features is based on your account plan and permissions. If you are missing a feature you believe you should have, please contact support. An agent will escalate your request to our accounts team to have the feature enabled for you.

Q: Where do I paste a verification meta tag from a service like Lead Connector Search Console into my website's header?

A: To add a custom meta tag, open your website in the editor and go to 'Settings'. Select 'SEO Meta Data' and paste your verification tag directly into the 'Custom Meta Tag' field. Save your changes to apply the tag to your site's header.

Q: How can I disable the default welcome email for a course purchase so I can use my own custom workflow?

A: Navigate to 'Build Your Product' and select the course. Go to the 'Offers' tab and edit the specific offer you want to change. Within the offer settings, you will find a toggle to disable the default 'Welcome Email', allowing your custom automation to take over.

Q: How do I apply a coupon I created to a product so that customers can use it at checkout?

A: Coupons are enabled on the order form, not the product itself. Go to your sales page and edit the 'Order Form' element. In the advanced settings for the form, you can enable the coupon field and select the specific coupon you wish to make available for that purchase.

Q: How do I customize the on-page 'Thank You' message that appears after a form submission?

A: To customize the confirmation message, open your form in the builder and navigate to the 'Options' tab. Select the action 'Display thank you message' and enter your desired custom text into the field below. Save the form to apply your changes.

Q: How can I create a subdomain for my funnels if my primary domain is already hosting my main website with another provider?

A: You can create and connect a subdomain (e.g., promo.yourwebsite.com) specifically for your funnels. This allows your main website to remain active with its current host while using our platform for separate landing pages and campaigns under the subdomain.

Q: Why isn't my domain working after I added the DNS records? It shows a '404 page not found' error.

A: After connecting your domain by adding the necessary DNS records, you must also link that domain to a specific funnel or website page within the platform. In Settings > Domains, select your domain and choose a default page for it to load.