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Help - OurArea 🔆 QIK Organization
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WA UpdatesYTServices
  • 🌐 Overview
    • SS01 - Smart System Yati - Implementation - Training Videos - LMS
  • 💬 Conversations
    • Contact Engagement Score Setup
    • How to use Conversation Filters & Bulk Actions Overview
    • How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
    • Conversations FAQs
    • Workflow Action - Log External Call
    • Instagram DM - Workflow Action
    • Prompting 101
    • Conversation AI
      • Appointment Booking Conversation AI Workflow Action
      • Response Info for your AI message
      • Add Contact Info for your Bot
      • Trigger a Workflow within Conversation AI
      • Bot Goals Feature (Conversation AI V2) : Complete Guide
      • Bot Status for Individual Contacts
      • Update Conversation AI Bot and Status - Workflow Action
      • How to Add name , email , phone in the prompt
      • Stop Bot Action
  • 📅Calendars
    • Appointments
      • Appointments Section within Calendars Tab
      • Book New Appointment
      • Find Appointments within a Contact
      • Viewing Appointments in Calendar
      • How To Edit An Appointment
      • How to Add Guests to an Appointment
      • Collective Booking: Dynamic Team Assignment
      • Smart Lists in Appointments
      • How to Add Notes to Appointments
      • How to Create and Edit a Recurring Appointment
    • Calendar Settings
      • Calendar Settings
      • How To Enable/Disable Calendar
      • How To Configure Your Appointment Notifications & Additional Options
      • How To Edit/Update The Calendar Availability & Slot Settings
      • Calendar Connections
      • Calendar Preferences
      • Calendar Groups
      • How to Accept Payments in Appointments
      • Consent Checkbox for A2P Compliance
      • How to Set Up Recurring Appointments
      • How to Integrate iCloud Calendar
      • How to Configure Staff Member Selection in Round Robin Calendars
      • Calendar Types
      • Tips for Keeping Your Calendars Organized
      • How to Embed Your Calendar into a Funnel or Website
      • How to Connect a Custom Form to Your Calendar
      • How to Use One-Time Booking Links
      • How to Disable Google Organic Booking
      • Understanding Unassigned vs. Assigned Calendars
      • How to Disable a Service Menu
      • Calendar Consent Checkbox for SMS Compliance
      • Manual Confirmation of Appointments
      • Understanding and Preventing Double Booking in Your Calendars
      • Audit Logs & Calendars
      • How to Integrate Calendly
      • Look Busy in Calendars
      • How to Update Your Personal Availability
      • How to Connect Microsoft Teams
      • How to Customize Calendar Notifications
    • Calendars Overview
      • Calendars Overview
      • How to Navigate Your Team's Schedule with Ease
      • Calendar Sync Options
      • How to Use the Troubleshooting Tool in Calendars
    • Service Calendar
      • Service Calendar
      • Rooms & Equipments
      • Service Menu
    • How to Create a Calendar
      • How To Create A New Calendar
      • How to Create an Event Calendar
      • How To Set Up A Round Robin Calendar
      • How to use Collective Bookings in Calendars?
      • How To Create A Class Calendar
      • How to Create a Personal Calendar
    • Google Organic Booking
    • Reserve with Google Integration - Local Service Ads (LSA)
    • Scheduling & Calendars (Bookings)
      • How to Set Up Recurring Appointments
      • How to set up a Calendar for Classes?
      • How to Add/Change/Remove Calendar Widget Logo?
      • How to configure Staff Member selection in Round Robin Calendars?
      • LSA - Reserve with Google Integration
      • iCloud Integration with Lead Connector
      • Booking Redirect with Google
      • Service Calendar
      • Service Menu
      • Rooms and Equipments
      • How to create Rooms?
      • How to create Equipments?
      • In App Calendar view
      • Calendar Widget Customization
      • One Time Link
      • Calendar Availability - Weekly Working Hours & Date-Specific Hours
      • View Calendar & Appointments in User Timezone
      • Workflow Action for Generating One Time Link
      • Google Organic Booking
      • Pre and Post buffers
      • Partial Payment: Collect Deposit Amount
      • Disable Google Organic Booking
      • 'Look Busy' in Calendar Settings
      • Cancellation & Reschedule Policy (Booking Widget)
      • Multiple Meeting Location Selector in Calendar
      • Calendar Widget Reorder
      • Team Member Assignment (Round Robin Calendar)
      • Calendly - How to Integrate Calendly?
      • Troubleshooting Tool for Calendar
      • Recurring Appointments
      • Calendar: Email & In-App Appointment Notifications
      • Collect Payments with Recurring Appointments (Booking Widget)
      • Microsoft Teams Integration For Calendars
      • Calendar: Add Notes Per Appointment
  • 📞 Contacts
    • Contacts
      • How to input Multiple Phone Numbers for a Contact?
      • Bulk Add and Remove Tags from Contacts
      • Configuring Searchable Fields for Objects (Coming Soon)
      • Importing Contacts and Opportunities via CSV (Coming Soon)
      • Associating Contacts using Custom Labels (Coming Soon)
      • Merging Multiple Records
      • Importing Contacts
    • Merge contacts
    • Bulk Importing Contacts Via CSV Walkthrough
    • Contact Type
    • SS UTM Parameters
    • Task Management
    • Recurring Tasks
  • 🎯 Opportunities
    • Bulk Actions
      • How to Import Opportunities
      • Bulk Actions in Opportunities Overview
      • How to Bulk Edit Opportunities
      • How to Import Contacts and Opportunities at Once
    • Opportunities Overview
    • How To See Additional Information On An Opportunity Card
    • How To Sort/Filter Opportunities
    • Pipelines
    • How to Create an Opportunity
    • Lost Reason for Opportunities
    • How to use Custom Fields for Opportunities
    • Maximizing Your Sales Pipeline
    • Opportunity Settings
    • List View in Opportunities
    • Opportunity Management
    • How To Automate Lead Value Using Survey Submissions
    • How to Customize Your Opportunity Cards
    • Pipelines & Opportunities
      • Opportunity Owners Decoupling Settings
      • Import Opportunities
  • 💲Payments
    • How To Set Up A PayPal Integration
    • What is listed on the Subscriptions page?
    • Using Apple Pay and Google Pay
    • Authorize.net integration for processing payments
    • How to set up the NMI integration?
    • Auto Payments in Recurring Templates
    • How to create recurring Invoices
    • How to manage Refunds within the CRM?
    • Enabling Sales Receipts for Order Form Purchases
    • Overview - Documents
    • How to Retry a Failed Payment for Subscription Products
  • Marketing
    • Social Planner
      • Social Planner - Overview
      • How To Create A New Post
      • Post Approval Flow
      • Posting to LinkedIn
      • Posting to Twitter
      • Posting to Facebook
      • Posting to Instagram
      • Connecting TikTok (Social Posting)
      • Connecting Twitter account (Social Posting)
      • Connecting LinkedIn Profile & Page (Social Posting)
      • Connecting Google My Business Location
      • Connecting Instagram (Social Posting)
      • Connecting Facebook Pages (Social Posting)
      • Connecting Social Accounts
      • Resolving the "Facebook Post Failed to Publish" Error
      • Facebook Pages Not Showing
      • Content AI
      • How to Customize Your Post for Each Platform
      • How to Post as a Page on Facebook Groups
      • Ideal File Size and Dimensions For Social Planner Media
      • Connecting Your Instagram Business Account to Your Facebook Account
      • Notifications for Expired Social Accounts
      • How to Schedule Posts in Bulk (CSV)
      • Create Group Hashtags within the Social Planner
      • How to schedule Posts using RSS URL?
      • How to post Recurring Social Posts through the Social Planner?
      • Posting Instagram Reels
      • Posting Instagram Stories
      • Failed Post Error in the Social Planner
      • Posting to Google My Business
      • How to Add a Watermark to an Image in the Social Planner
      • How to Post Your Reviews on Social Media
      • Post Pinterest Pins in Social Planner
      • Image Editor in Social Planner
      • Posting Facebook Reels
      • Posting to Youtube
      • How to Add Location Tagging to Social Post
      • Social Planner Statistics
      • Content in Social Planner
      • How to Create a Facebook Story
      • How to Mention or Tag in the Social Planner
      • How to Schedule Posts for Communities
      • How to Bulk Delete Posts in the Social Planner
      • Social Planner on the Mobile App
      • How to Create Evergreen Content Buckets
      • How to check your Instagram profile type
      • How to post Recurring Social Posts through the Social Planner?
      • Social Planner - Image, Video, Content and API limitations
      • How to Use the Instagram Story Post Composer in Social Planner
    • Email Templates
      • Email Builder - Hidden or Broken elements
      • Building Emails
      • Video Element
      • Appearance Tab
      • Email Layouts
      • RSS Header & RSS Items Elements
      • Shopping Cart Element
      • Code Element
      • Footer Element
      • Social Element
      • Divider Element
      • Button Element
      • Image Element
      • Text Element
      • Email "Edit" Section
      • Email Templates
      • How to Import Email Templates from Active Campaign
      • How To Import Email Template(s) From Mailchimp
      • Save Elements Feature in Email Templates
      • How to Preview Custom Fields in Your Emails
      • How to Add GIFs to Your Emails
      • Image Slider in Email Builder
      • How to Use Google Fonts in Email Builder
      • Preview in Browser Element
      • Email Template Library
      • Plain Text Editor in Emails
      • How to Import Email Templates
      • How to Use Conditional Elements in Email Builder
      • Instagram Reels Publishing Guide for the Social Planner
    • Affiliate Manager
      • Affiliate Manager Overview
      • Affiliates Overview
      • Affiliate Campaign
      • Affiliate Payouts
      • How to Setup Multi-Tier Commissions for your Affiliate Campaigns
      • How to Add a Sub-Affiliate Under an Existing Affiliate
      • How to Delete Affiliates
      • How to Create Affiliate Coupon Codes
      • How to Generate Affiliate Magic Links
      • Manually Adding Sales to an Affiliate
      • How to Customize Affiliate Manager Labels
      • How to Add an Affiliate
      • Lead Tracking in the Affiliate Manager
      • Affiliate Manager Dashboard
      • How to Enable Sub Affiliate Sign Ups for Affiliates
      • Affiliate Level Commission Settings
      • How to Clone an Affiliate Campaign
      • Setting Up an Affiliate Campaign
      • Automate Affiliate Payouts with PayPal
      • How to Pay Affiliates for Lead Generation Using Pay-Per-Lead
      • Affiliate Manager Settings
      • Affiliate Manager Media
      • How to Use Commission Length & Variable Commissions in Affiliate Manager
    • Utilizing Trigger Links in Email Campaigns
    • Emails
      • Ways To Avoid The Spam Folder When Emailing
      • Connecting GoDaddy MX Records
      • Creating Email Campaigns
      • Namecheap MX Records
      • Email Templates vs Email Campaigns
      • How to Import HTML Email Templates or Campaigns
      • Preview And Test Your Email Campaign/Templates
      • Creating and Utilizing Email Signatures
      • Setting Up Unsubscribe Links In Emails
      • Understanding and Managing Email Bounce Suspension
      • List-Unsubscribe Header
    • Campaigns
      • How to Send RSS Email Campaign(s)
      • How to Batch Schedule Email Campaigns
      • Email Campaign Delivery Options
      • Email Campaigns
      • How To Send & Schedule Emails With Email Campaigns
      • A/B Test Email Campaign
      • Product Element in Email Campaigns
      • Integrating Loom Videos into Email Campaigns
      • Utilizing Smart Lists for Effective Newsletter Distribution
      • Individual Email Campaign Statistics
      • How to Resend Unopened Emails in Email Campaigns
      • Understanding Conversion Metrics for Email Campaigns
      • Email Campaign Statistics
      • Reply Management in Email Campaigns
      • Click Tracking for Email Campaigns
      • Email Verification for Campaigns
      • Email Campaign Settings
      • How to create a Meta Business Manager and Ad account?
      • How to Pause or Cancel Email Campaigns
      • Form Element in Email Campaigns
      • Workflow Campaigns
    • Ad Manager
      • How to Create a Campaign in Ad Manager
      • How to Set a Facebook Page as Default in Ad Manager
      • Ad Manager Settings
      • How to Create Lookalike Audiences in Ad Manager
      • How to Create Custom Audiences in Ad Manager
      • Ad Manager Overview
      • Ad Manager Statistics Overview
      • How to Cancel Ad Manager Subscriptions
      • Audience Tab
    • Brand Boards
      • How to Create a Brand Board
      • How to Change Your Default Brand Board
      • How to Use Brand Boards in Emails
      • How to Edit Brand Boards
    • Countdown Timers
      • Countdown Timer
      • How to Sync Your Countdown Timer in Emails and Funnels
      • Redirection Links in Countdown Timer
      • How to Use Countdown Timer in Emails
      • How to Use Countdown Timer in Funnels
    • Snippets
    • How to edit your Email Format for Mobile
    • Hide Email Elements on Mobile View
    • Create & Use SMS Templates
    • Marketing Category
      • How to reschedule an email campaign? (Email Builder)
      • How to import HTML Email Templates/ Campaigns
    • Prospecting Tool
      • Understanding the Grades in Your Marketing Audit Report
      • SEO Heatmaps in the Prospecting Tool: A Support Guide
      • Analysing Website Performance of a prospect in the Marketing Audit Report
      • How to find Leads for a business using Prospecting Tool
      • Prospecting Tool: Create Prospecting Widgets For Your Websites
      • Key components of the Marketing Audit report in the Prospecting Tool
    • The Affiliate Manager
      • How can my affiliate see their stats on the Client Portal?
      • How to manually attribute sales to affiliates
      • How to set up a Workflow for the Affiliate Manager?
  • Automation
    • Workflows
      • Workflows Overview
      • A Simple Calendar Workflow
      • Builder Tab
      • Create New Workflow
      • Settings in Workflow Builder
      • Workflow Loop Lockouts
      • How to Use Automation for Lead Generation
      • How To Notify Users When a Lead Is Added
      • How to Automate Community Management with Workflows
      • How to Set Up an Automation for Live Chat
      • How to Auto Mark Messages As Read in Automation
      • Create an Automation After A Purchase is Complete
      • How to Effectively Test Your Workflows
      • Understanding and Preventing Race Conditions
      • How to Rearrange Actions in Your Workflow Builder
      • Duplicating Conditional Branches
      • Facebook Lead Ads Automation
      • Designing Effective Appointment Confirmation and Reminder Campaigns
      • How to Create Automated Annual Messages in Workflows
      • Automating Phone Connections Between Team Members And Leads
      • How to Utilize Positive Intent Triggers in Your Workflows
      • Mastering Workflow Recipes
      • How to Set Up an Automated Spam Filter for Facebook Messenger
      • How to Implement CRM Page View for Tracking Lead Engagement Conversion Strategies
      • Setting Up Automated Payments Through Stripe Integration
      • Recovering Lost Sales with an Abandoned Cart Automation
      • How To Create User Assigned Workflows
      • Power Dialer Automation Setup & Tips
      • How to Automate Your Appointment Management
      • How to Seamlessly Integrate Your Course and Funnel Checkout with Workflows
      • Using Webhooks For Data Export
      • Automating WhatsApp Messaging
      • How to Mark Calls as Completed
      • Implementing Double Opt-In System
      • Automate Facebook & Instagram Comments
      • How to Restore Deleted Workflows
      • Workflow Settings
      • Manually Importing Facebook Leads Into a Workflow
      • How to Create an SMS Campaign
      • How to Allow Multiple Opportunities in Workflows
      • How to get a Conversion List for Google Ads in Workflows
      • How to Display Form Submission Data in an Opportunity Card
      • How to Integrate Your Campaigns Into Workflows
      • WhatsApp Workflow Statistics
      • Workflow AI Assistant
      • Workflow Notes
      • Smart Lists for Workflows
    • Content AI
      • Content AI Image
      • Content AI Text
    • Workflow Actions
      • Manual Action To SMS
      • Goal Event Action
      • Event Start Date Action
      • Math Operation Action
      • If/Else Action
      • Wait Event Action
      • Go To Event (action)
      • Manual Action To Call
      • Assign To User Action
      • Add To Workflow Action
      • Remove Assigned User Action
      • Add To Notes Action
      • Create/Update Opportunity Action
      • Remove Contact Tag Action
      • GMB Messaging
      • CRM Actions
      • Add Contact Tag Action
      • Voicemail Action
      • Messenger
      • Instagram DM
      • Call
      • Send SMS Action
      • GPT powered by OpenAI
      • Send Email Action
      • Workflow Actions
      • Remove From Workflow Action
      • Remove From All Workflows
      • Remove Opportunity
      • Send Internal Notification
      • Set Contact DND Action
      • Edit Conversation
      • Send Review Request
      • Stripe One Time Charge
      • Update Appointment Status
      • Add Task
      • Add To Google Analytics
      • Add To Google Adwords
      • Update Contact Field
      • Facebook - Add To Custom Audience
      • Facebook Conversion API
      • AI Appointment Booking Bot
      • Membership Grant Offer
      • Membership Revoke offer
      • Facebook - Remove From Custom Audience
      • Webhook
      • Action - Update Custom Value
      • Action - Find Contact
      • Action - Drip
      • Troubleshooting Webhooks in Automation
      • Split
      • Using Opportunity Custom Fields in the Event Start Date Action
      • Add Leads Under an Affiliate Action
      • Add Manual Sales For An Affiliate Action
      • Text Formatter Action
      • Add/Remove Contact Followers Action
      • Issue Certificate Action
      • End IVR Call
      • WhatsApp Delivery Status in Workflows
      • Conversation AI Action
      • Log External Call Action
      • WhatsApp: Customer Service Window Check
      • WhatsApp Action
      • Grant Private Channel Access Action
      • Revoke Private Channel Access Action
      • Send Estimates Action
      • Instagram Interactive Messenger Action
      • Facebook Interactive Messenger Action
      • Grant Community Group Leaderboard Points Action
      • Clear Fields of Custom Object or Associated Record Action
      • Update Custom Object or Associated Record Action
      • Create Custom Object or Associated Record Action
    • Workflow Triggers
      • Call Status Trigger
      • TikTok Lead Form Submitted
      • Video Tracking
      • Invoice (Trigger)
      • Abandoned Checkout Trigger
      • Shopify Triggers
      • User Login
      • Pipeline Stage Changed Trigger
      • Opportunity Status Changed Trigger
      • Product Started Trigger
      • Products Access Removed Trigger
      • Product Completed Trigger
      • Offer Access Granted Trigger
      • Product Access Granted
      • Offer Access Removed Trigger
      • Membership New Signup
      • Category Completed
      • Category Started
      • Membership
      • Facebook Lead Form Submitted
      • Email Events
      • Trigger Link Clicked
      • Survey Submitted
      • Order Submitted
      • Order Form Submission
      • Form Submitted
      • Customer Replied
      • Task Reminder
      • Task Added
      • Note Changed
      • Note Added
      • Custom Date Reminder
      • Workflow Triggers
      • Order Fulfilled
      • Appointment Status Trigger
      • Contact Changed Trigger
      • Contact Created Trigger
      • Contact DND Trigger
      • Contact Tag (Trigger)
      • Stale Opportunities (trigger)
      • Birthday Reminder
      • Workflow Builder - Contact Triggers
      • Order Placed
      • Proposals and Estimates trigger inside workflows
      • Maximizing Efficiency with Task Completion Triggers
      • Understanding Sales Opportunities Trigger Timings
      • Inbound IVR
      • Number Validation
      • Contact Engagement Score Trigger
      • Certificates Issued Trigger
      • Subscription & Return Triggers
      • Payment Received Trigger
      • Page View Trigger
      • Affiliate Enrolled In Campaign Trigger
      • Private Channel Access Granted Trigger
      • Private Channel Access Revoked Trigger
      • Estimates Trigger
      • Community Group Member Leaderboard Level Changed Trigger
      • Custom Object Created Trigger
      • Custom Objects Changed Trigger
    • Premium Action
      • How to use the Date/Time Formatter Premium Workflow Action?
      • Array Functions Premium Action
      • How To Use The Google Sheets Premium Workflow Action?
      • How To Use The Custom Webhook LC Premium Workflow Action?
      • Number Formatter Action
      • How To Use The Workflow Slack Premium Action?
      • Google Sheets Action: Create Multiple Rows
      • Custom Code Action
      • How to Use Oauth2 in Custom Webhooks
    • How to use the Inbound Webhook Workflow Premium Trigger?
    • Workflow Settings
      • Enrollment History Tab
      • Execution Logs Tab
    • Facebook Conversion API Workflow Trigger Not Working?
    • Exporting Data With Zapier
    • Understanding Automation
    • Workflow - Marketing
      • Set Event Start Date Event In Workflows
      • How to use the Inbound Webhook Workflow Premium Trigger?
      • How to use the Custom Webhook LC Premium Workflow Action?
      • How to use the Workflow Slack Premium Action?
      • How to use the Date/Time Formatter Premium Workflow Action?
      • Action - Update Contact Field
      • Workflow Trigger - Payment received
      • How to use the Number Formatter Premium Action?
      • Action - Update Custom Value
      • How to set up Workflow Goal Events
      • Workflow Settings - Overview
      • How to copy contact to another account?
      • Workflow - Array Functions Premium Action
      • Workflow - Array Functions Premium Action
      • Workflow - App Marketplace Triggers & Actions
      • How to set up Delete Contact action
      • Workflow Builder - Overview
      • Text Editor UI Changes
      • Text Editor UI Changes
      • Split Action
      • Contact Engagement Score Workflow
      • Facebook / Instagram - User comments on a Post trigger
      • Facebook / Instagram - Interactive Messenger
      • Respond on Comment Action
      • Custom Code
      • How to use the Google Sheets Premium Workflow Action?
      • GPT 4 Models - Workflow AI
      • History for GPT actions (AI Memory Key)
      • Facebook comments + Workflow AI
      • Workflow AI Assistant
      • Execution Logs & Enrolment History Enhancements
      • Pause Workflows on Certain Dates
      • Workflows Pro Plan - Pricing
      • New Discover button - Workflows
    • How to Configure the Workflow AI Action?
  • Sites
    • Funnels
      • Common Funnel Ideas
      • Funnels Overview
      • Settings Tab - Funnels
      • Sales Tab - Funnels
      • Stats Tab
      • Steps Tab - Funnels
      • Build an Ebook Funnel
      • How to add a Bump Offer to your Order Form
      • Creating a Subscription Payment Funnel Page
      • How to Update Your Funnel URL Paths
      • Enhancing Your Funnel Pages with Personalization
      • How to Create an Email Unsubscribe Page
      • How to Redirect Leads to a Thank You Page
      • Tracking Video Engagement
      • How to Create a Product and Add It to Your Funnel
      • How to Change Fonts in Your Funnel
      • How to Utilize Video Backgrounds in Website or Funnel
      • Using Hosted Videos in your Funnels
      • Integrating Facebook Pixel into CRM Funnel for Enhanced Tracking and Analytics
      • Troubleshooting Upsell Products in Your Funnel
    • Forms
      • How to Create a Simple Form
      • Form Submissions
      • Form Element
      • Options Tab
      • Styles Tab
      • Analyze Forms
      • How to Create an Event Registration Form
      • How to Implement Active Prospect Consent Tracking on Your Form
      • Creating A Client Request Form
      • Using Conditional Logic in Forms
      • How to Use URL Parameters to Pre-fill Form Fields
      • Products in Form Builder
      • How to make my form submissions secure from spammers?
    • Surveys
      • How To Get An I-Frame Code For A Survey/ Form
      • Survey Builder Overview
      • Survey Submissions
      • How to Create a Simple Survey
      • Styles tab
      • Add Elements Tab
      • Option tab
      • Analyze Surveys
      • Terms and Conditions Element
    • Media
      • Pixabay
      • Unsplash
      • Content AI
      • Backgrounds
      • Creating AI Images
      • Supported Media Types
    • Chat Widget
      • Chat Widget
      • Chat Bubble
      • Acknowledgment settings
      • Widget Window
      • Creating Your Chat Widget
      • How to Install Your Chat Widget
    • Funnel / Website Builder
      • How To Add A 2-step Order Form To A Funnel
      • Content AI
      • Columns
      • Rows
      • Sections
      • Manage Settings
      • Funnel Builder Overview & Settings
      • Elements
      • Headline
      • Paragraph
      • Sub-Headline
      • Bullet List
      • Blog Post
      • Form
      • Button
      • Video
      • Image
      • FAQ
      • Custom JS/HTML
      • Calendar
      • Map
      • SVG
      • Countdown
      • Minute Timer
      • Day Timer
      • Navigation Menu
      • Progress Bar
      • 1-Step Order Form
      • Order Confirmation
      • Image Feature
      • 2-Step Order Form
      • Survey
      • How to authorize card payments in Websites
      • Click-To-Call, Click-To-Text, and Click-To-Email Links & Buttons
      • Funnel Paths
      • How to Import a Funnel From ClickFunnels?
      • Show Popup on Entering Funnel/Website
      • Automating Copyright Year Update Using Custom Values and Merge Fields
      • How to Add Hyperlinks to Your Funnels & Websites
      • Adding Custom Fonts To Funnels Websites Step By Step Process
      • Web Page Customization Features
      • Understanding Local vs. Organic SEO
      • How to Add Items To A Dropdown Within The Navigation Menu
      • Advanced Site Safety: Security Headers
      • How to Implement Picture-in-Picture Mode in Funnels
      • Cookie Consent in Funnel/Website Builder
      • Mastering Canonical Links for Your Website or Funnel
      • Adding and Customizing The Review Widget on Your Website or Funnel
      • Customizing Website Progress Bar Features User Engagement
      • Customizing Order Form for Enhanced User Experience and Efficiency
      • How to Embed a Google Calendar on Your Website
      • How to Embed a Form into Your Website
      • How to Add a Facebook Meta Tag for Domain Verification
      • How to Add A Meta Tag for Google Search Console Domain Verification
      • How to Create a Page for Your Lead Magnet
      • Implementing Privacy Policy Cookies Acceptance Pop-up
      • How to Create Engaging Pricing Columns in Your Funnel
      • How to Prevent Search Engines from Indexing Your Website or Funnel Pages
      • Implementing Custom Color Values In Websites/Funnels
      • Implementing Terms and Conditions in Order Forms
      • How to Create a Header for Your Funnel
      • Image Slider
      • Troubleshooting Pop-Up Settings
      • How to Create a Footer on a Landing Page
      • Block Editor in Funnels & Sites
      • Text Element
      • Prebuilt Elements in Funnels/Websites
      • Prebuilt Section Templates in Funnels & Websites
      • How to Use Brand Boards in Funnels & Websites
      • Utilizing Box & Text Shadows in Sites
      • How to Edit an Image for Mobile View
      • Photo Gallery
      • What things you should include in your cookie policy
      • Marketing Tools to use in funnel/website - Cookie Banner
      • Migration of existing domains
    • Websites
      • Websites Overview
      • Settings tab - Websites
      • Sales Tab - Websites
      • Stats Tab - Websites
      • Pages Tab - Websites
      • Creating and Managing Custom Websites
      • Benefits and Implementation Steps of the Buy Now Pay Later Feature
    • Blogs
      • Blog Overview
      • Addings Blog Lists to Websites & Funnels
      • Create New Blog Post
      • Publish or Schedule Blog Post
      • How to Update SEO for Blog Post
      • How to Set Up an RSS Feed for Blogs
      • How to Create Blog Post Outline With Content AI
      • Adding A Blog Post to Your Funnel Website
      • How to Use Blogs For Lead Generation
      • Blog Builder Overview
      • Section Templates & Global Sections in Blogs
      • How to Import Blogs
    • Form / Survey Builder
      • Form Builder Overview
      • Line and Box Style in Form and Survey Builder
      • Full Screen Mode in Form Builder
      • How to Set Preferred Languages for Your Forms/Surveys
      • Best Practices for Managing Sticky Contacts
      • How to Send Documents and Obtain Signatures
      • How to Utilize Undo and Redo in Forms & Surveys
      • Image Element
      • How to Enable Multi File Upload on Forms/Surveys
      • Enabling Email Notifications for Form Survey Submissions
      • Customizing Survey Footer in Survey Builder
      • Integrating Payment Into Forms
      • Organize Your Forms & Surveys With Folders
      • Setting Up Auto Responders for Forms and Surveys
      • Automatic Time Zone Capture on Forms and Surveys
      • Opportunity Custom Fields in Forms & Surveys
      • Version History in Forms/Surveys
      • Date Fields in Forms/Surveys
      • Email Verification in Forms & Surveys
      • Math Calculation in Forms/Surveys
      • Address Element
    • Client Portal
      • Setting up the Client Portal
      • Client Portal Dashboard
      • Notifications inside Client Portal
      • Client Portal vs Memberships
      • Subscription Management in the Client Portal
      • Client Portal Email Settings
    • Stores
      • Setting Up An E-commerce Store
      • Product List Element
      • Collections List Element
      • How to Accept Manual Payments in your Stores
      • Buy Now Button
      • Search Bar Element
      • How to Import Products for your E-Commerce Store
      • How to Deliver Digital Products in Stores
      • Customer Access Center for Stores
      • How to Use Upsell Element in Stores
      • Featured Products Element
    • Webinars
      • Webinars Overview
      • How to Create an On-Demand Webinar Funnel
      • How to Create a Live Webinar Funnel
    • WordPress
      • Manual Backup & Restore for WordPress Hosting
      • WordPress Hosting Management
      • Website Templates for WordPress
      • WordPress Logs
    • XML Sitemaps
    • Adding Products To Funnels & Websites
    • Domains
    • Analytics Dashboard
    • Surveys, Forms & Chat (Lead Capture)
      • LeadConnector Webchat for Weebly: How to Get Started
      • LeadConnector Webchat for Squarespace: How to Get Started
      • LeadConnector Webchat for Wix: How to Get Started
      • LeadConnector Webchat for Duda: How to Get Started
      • LeadConnector Webchat for Shopify: How to Get Started
    • Digital Products
      • How to add a product to a funnel or website
      • How to set up your very own Customizable 404 Error page?
    • Events
      • Understanding Pixel ID for your funnel/website event tracking
      • Configuring Conversion API Events
  • Membership
    • Communities
      • Communities Overview
      • Community Badges
      • How to Invite Members to Your Group via Invite Link
      • Learning Tab (Courses)
      • How to Manage Members Inside Groups
      • Making Groups Private/Public in Communities
      • Content Management in Communities
      • Paid Groups
      • Featured Posts (Pinned Posts)
      • How to Invite Members to Your Group via Email
      • How to Use Community Tagging Feature
      • How to Set Up Membership Approval Questions
      • How to Add A Free Course in Your Community
      • In-App Notifications for Communities
      • Navigating Hamburger Menu Sidebar In Communities
      • Setting up Paid Courses in Communities
      • Customize Your Community Theme
      • How to Rearrange Channels in Communities
      • Private Channels in Communities
      • How to Use the Community Chat Feature
      • How to Create Community Events
    • Memberships
      • Memberships Overview
      • Membership Settings
      • Membership Analytics
      • Membership Offers
      • Membership Products
      • Creating and Issuing Certificates for Course Completion
      • How to Change Passwords for Membership Users
      • How to Send Custom Welcome Emails for Membership Login Credentials
      • How to use memberships themes
      • How to create your Whitelabel Community inside a subaccount
    • Course
      • Importing Courses from Kajabi
      • How to Create Engaging Quizzes in Your Course
      • How to Build a Course
      • How to Drip Content in Your Courses
      • Manage Your Course Comments
      • Setting the Expiry Date on Certificates
      • Utilizing Magic Links for Courses
    • Communities
      • How to Setup, Customize, and Manage Your Communities
      • How to Manage Members Inside groups
      • Content Management in Communities
      • Kajabi Importer: Easily Move Courses to the Platform
      • Gamification - Points, Badges and Leaderboard
  • Settings
    • Business Profile
      • Business Profile
      • How to Set Up Automated Missed Call Text Back
      • Steps to Change the Default Currency
      • How to Validate SMS Phone Numbers
      • Managing Alternate Timezone Settings
      • Setting Up Branded Domains
      • Email & SMS Compliance
      • Duplicate Opportunity Management
    • My Profile
      • Settings: My Profile
      • Integrating Google Calendar
      • Zoom Integration
      • User Notifications
      • Gmail 2-way Sync
      • How to Set Up Daily Summary Reminders
    • Custom Fields
      • Custom Fields Overview
      • How to Configure Searchable Fields for Objects
    • Custom Values
      • Custom Values
      • Custom Values
      • How To Use Custom Values
    • Domains
      • Setting Up Root Domains
      • Setting Up Sub-Domains
      • Creating a Subdomain in NameCheap
      • Set up a Customized 404 Error Page
      • How to Add Mailgun Records to Namecheap
    • Integrations
      • Settings: Integrations
      • Connecting Facebook & Instagram
      • Setting Up Shopify Integration
      • TikTok Ads Account Integration
      • Google
      • Microsoft Outlook
      • Mapping Facebook Form Fields
      • Google My Business
      • Train Your Conversation AI Bot with Google Docs
      • How to Integrate Facebook Pixel with Your Tools
      • LinkedIn Integration
      • Facebook Integration and Lead Management
      • Troubleshooting Facebook Lead Ads Integration
      • Verifying Synchronization Between Google Calendar and CRM
      • How to Integrate Zapier
      • How to Change the Profile Picture for the Chat Widget: GMB
      • How to Connect Shippo Integration
      • How to Integrate WhatsApp
      • How to Connect WooCommerce for Stores
      • How to Sync Products to your Facebook Shop
      • Troubleshooting and Re-authenticating Across Multiple Facebook Pages
    • Email Services
      • Risk Assessment
      • Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024
      • Securing Email Links with SSL Certificates
      • Setting Up a Dedicated Domain
      • Connecting Mailgun
      • Setting Up a Default Header
      • SMTP Troubleshooting
      • How to Turn On/Off Email Tracking
      • How to Add Multiple Domains in Email Services
      • How to Create SMTP Credentials
      • Cloudflare MX Records
      • Connecting "Other" SMTP Email Services
      • Connecting Google Email Services
      • Connecting SendGrid to Email Services
      • Email Bounce Classification
      • Google Postmaster Tool
      • Microsoft SNDS Tool
      • Using Google/Gmail/Google Workspace as your SMTP Provider
    • Phone System
      • Settings: Phone Numbers
      • How To Enable Call Recording
      • Application-to-Person (A2P)
      • Business Insights Through Call Recording and Tracking Setup
      • Call Tracking Setup
      • How to Enable Multiple Users to Receive Inbound Calls
      • How to Perform a Warm Call Transfer
      • How to Set Up and Use Verified Caller ID
      • How to Purchase a Phone Number with Required Address and Bundles Verification
      • Troubleshooting A2P Registration Failures
      • Understanding and Configuring Call Routing
      • Toll Free Numbers
      • Managing and Deleting Twilio Numbers
      • How to Update Your Outbound Number
      • Messaging Analytics
      • How to Enable Call Transcriptions
      • Restriction History
      • How to Configure Your Phone Number
      • How to Set Up Auto Delete for Call Recordings
      • How to Block Spam Calls & Identify Unknown Callers
    • Tags
    • URL Redirects
    • Audit Logs
    • My Staff
      • Settings: Team Management
      • Integrating Google Meet for Virtual Appointments
      • How to Reset Your Password Through My Profile & My Staff
      • Call Loops and How to Troubleshoot Them
      • Showing Only Assigned Data in Dashboards
    • Private Integrations
    • Trust Center
      • A2P - Brand and Campaign Registration
      • A2P - Completing the Business Profile
      • Understanding Call Marking and How to Avoid It (LC Phone)
      • Trust Center Overview
    • WhatsApp
      • How to Create a WhatsApp Template
      • Using WhatsApp Media Templates
      • WhatsApp Business Profile Management
      • WhatsApp Template Analytics
      • Appointment Booking WhatsApp Flow
    • Objects
      • Audit Logs for Custom Objects
      • How to Create an Object
      • Objects Overview
      • How to Set Up Contact-to-Contact Association
    • Conversation AI
      • Conversation AI
      • How to Add Contact Info Using the AI Bot
    • Contact Engagement score
    • How to Set Up Voice AI Agent
    • Location Settings
      • How to use the Company Object Automation?
      • How to set up the default Missed-Call-Text-Back feature
    • Email Settings
      • What is LeadConnector Email?
      • How to set up a dedicated sending domain within a Sub-Account
      • How to Set Up Unsubscribe Links
      • Two Way Email Sync for Outlook
      • How to use the Email Risk Assessment Tool
      • How to enable LC Email Validation
      • What is a dedicated IP in LC email?
      • Reverse DNS white labeling - Dedicated IP
      • Achieving Compliance: Meeting Google and Yahoo's Email Sender Requirements in 2024
      • Email Authentication - DMARC
      • Understanding Conversion Metrics for Tracking Email Campaigns
      • Where Can I Find My SMTP Credentials?
      • How to Add a Domain and Verify DNS Record
      • Bot Detection Preventing Statistics Increment and Automation Execution
      • Email Services Configuration - Reply & Forward Settings
      • Microsoft Smart Network Data Services (SNDS)
      • Bounce Classification Codes and Definitions
      • Google Postmaster Tools
    • Associations amongst Objects
  • 🔗 Integrations
    • Facebook
      • How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows
      • Connecting Your Facebook
      • Facebook Pages missing in Page Selector Dropdown during integration.
      • Facebook Lead Ad Integration & Troubleshooting Guide
      • Facebook Conversion Leads Walkthrough
      • How to set up a Funnel Event Pixel for Facebook Conversion API?
      • Connecting multiple Facebook pages to your account
    • How to enable Google/Outlook Email Two-Way Sync
    • Google Business Page
      • Connect Multiple Google Business Profile Pages to a Sub-Account
      • Managing GBP Pages: Additions, Removals, & Adjustments
      • Managing Customer Interactions on Connected GBP Pages
      • Google Business Profile - Chat sunset starting Jul 15, 2024
    • Clio Integration
    • How to integrate TikTok Lead Ads
    • Linkedin Lead Ads Integration
      • Integrating LinkedIn Lead Ads with CRM
      • Add Workflow Trigger For Linkedin Lead Ads
    • Private Integrations: Everything you need to know
  • ❓FAQ
    • What is CRM?
    • What is Smart System?
    • What are the benefits of using Smart System?
    • How does Smart System help in customer service?
    • Can Smart System be integrated with other business tools?
    • Is Smart System suitable for small businesses?
    • Is Smart System data secure?
    • Can Smart System help in generating leads?
    • Is Smart System only for sales and marketing purposes?
    • Can Smart System be accessed remotely?
    • How to choose the right System for my business?
    • Is Smart System cloud-based or on-premise?
    • How can Smart System improve customer service?
    • Can Smart System help with sales forecasting?
    • Can Smart System be accessed remotely?
    • Is Smart System only for sales and marketing?
    • Is Smart System integration complicated?
  • 🛃Custom Fields
    • List of Merge Fields
    • Overview of Merge Fields & Custom Variables
  • WordPress
    • How to point your domains or subdomains to your WordPress Site
    • WordPress - Adding Domains for your site
    • How to Add Domains in the WordPress Dashboard
    • WordPress Folder
      • WordPress Error Codes and FAQ
      • WP File Manager Plugin (Stable Alternative for FTP Access)
      • WordPress - Adding Domains for your site
  • 🔍 Guides
    • LeadConnector Mobile App Quick Start Guide
    • Managing Conversations Quick Start Guide
    • The Marketing Area Quick Start Guide
    • Managing Payments Quick Start Guide
    • Reputation Management Quick Start Guide
  • WhatsApp Integration
    • How to Enable WhatsApp in your account?
    • WhatsApp FAQs
    • Marketing Opt-out Button to Your Message Template
  • 🛒 E-Commerce
    • How to use Shippo Integration for automatic fulfilments & live rates?
    • How To Use Shopify Integration with Your Sub-Account?
    • How to use Woocommerce Integration in E-commerce stores?
    • How to setup Facebook and Instagram Shops?
    • How to Bulk Import Products
    • Shipping and Delivery rates for Ecommerce Stores
    • How to Set Up an E-Commerce Online Store
    • Creating and publishing products in a location
  • 📱Mobile APP
    • Lead Connector for mobile -How to download the beta version
    • How to create invoices in LeadConnector (Mobile App)
    • Client Portal Mobile APP
  • ✨Other
    • How to Connect Your Google My Business (GMB)
    • Funnel Analytics - Understanding terms of Analytics
    • Online Listings
      • Customising Review Widgets in Reputation Management
      • How to Dispute a Google Review and Check on the Dispute Status
      • How to Set Up a Review Link in Your Review Request Email
      • How to Set up Digital QR Code for Maximising Review Generation
    • Prospecting Tool
      • How to Resell and use Prospecting Tool for Sub-Accounts
      • Prospecting Tool: Create Prospecting Widgets For Your Websites
    • App marketplace
      • Marketplace Apps - View & Installation
      • Changing your app pricing plan in the App Marketplace
    • The Dialer
    • 😀Widgets
      • Saved Response
    • Dynamic Images - User Manual
    • WA-Checker
    • Voice Call API voice.ourarea.in - Member Manual
    • Voice Call Broadcasting - User Manual - voice2.ourarea.in
    • ABWS-M Advanced Bulk WhatsApp Software Members
    • SmartChat - AnyChat - User Manual
    • EmailWritr Login
    • BWS-M - Bulk WA Software Member
    • ElkQR - User Manual
    • LiveChat
    • Channels
    • Automation Flowmattic Members Manual
  • SS-Member Help Manual
  • SS - Smart System
  • SS-I - Smart System Investment - Deliverables + Investment
  • SS+OWA - Deliverables + Investment
  • Welcome Offer = SS+OWA-F - Smart System + OWA-Freedom Deliverables + Investment
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