Knowledge base

Getting Started Category (4)

Google Business Profile (1)

• How to Connect Your Google My Business (GMB)

Quick Start Guides (5)

• Referins Mobile App Quick Start Guide
• Managing Conversations Quick Start Guide
• The Marketing Area Quick Start Guide

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SMTP (1)

• Using Google/Gmail/Google Workspace as your SMTP Provider

WordPress (1)

• Getting Started with WordPress | Client-side setup guide

Conversation AI Bot (1)

Prompting 101 (8)

• AI Prompting 101
• How to Use the Stop Bot Action for Better Customer Interactions
• Conversation AI: Add Contact Info

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Payments Category (1)

Payments Folder (67)

• How To Set Up A PayPal Integration
• What is listed on the Subscriptions page?
• Using Apple Pay and Google Pay

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Funnels & Websites Category (5)

WordPress (9)

• 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

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Digital Products (7)

• How to add a product to a funnel or website
• How to set up your very own Customizable 404 Error page?
• How to Add a One Time Product in the Funnel Builder

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Funnels & Websites Builder (23)

• What things you should include in your cookie policy
• Marketing Tools to use in funnel/website - Cookie Banner
• Migration of existing domains

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Funnel Analytics (6)

• Understanding terms of Analytics
• Analytics Tool For Funnels & Websites
• SEO Suggester

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Events (2)

• Understanding Pixel ID for your funnel/website event tracking
• Configuring Conversion API Events

Reputation & Review Management (1)

Online Listings (14)

• 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

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Phone Category (1)

Phone (33)

• Why are my Calls marked as Spam and how can I avoid it
• Phone Number Settings Explained
• How to Purchase a Phone Number for Your Business

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Marketing Category (5)

Workflow (27)

• 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?

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Social Planner (5)

• How to check your Instagram profile type
• How to post Recurring Social Posts through the Social Planner?
• How to Use the Instagram Story Post Composer in Social Planner

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Email Builder (61)

• How to reschedule an email campaign? (Email Builder)
• How to import HTML Email Templates/ Campaigns
• Split Testing in Email Campaigns

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Facebook Ad Launcher (3)

• Edit or Disable Facebook Campaign
• Managing Facebook Accounts
• Launching a New Facebook Ad

Mailgun (4)

• How to Change Unsubscribe Settings in Mailgun
• Connecting Mailgun to Your DNS Manager
• Setting Up Replies in Mailgun

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Surveys, Forms & Chat (Lead Capture) (2)

WebChat Widget (6)

• Referins Webchat for Weebly: How to Get Started
• Referins Webchat for Squarespace: How to Get Started
• Referins Webchat for Wix: How to Get Started

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Forms (30)

• Viewing Chat Widget Submissions
• How to Use Conditional Logic in Forms
• Signature Custom Field in Forms and Surveys

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Scheduling & Calendars (Bookings) (1)

Calendars (64)

• How to Set Up Recurring Appointments
• How to set up a Calendar for Classes?
• How to Add/Change/Remove Calendar Widget Logo?

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Referins Integrations (6)

Facebook (7)

• How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows
• Connecting Facebook To The System
• Connecting Your Facebook

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TikTok Integrations (1)

• How to integrate TikTok Lead Ads

Linkedin Lead Ads Integration (2)

• Integrating LinkedIn Lead Ads with CRM
• Add Workflow Trigger For Linkedin Lead Ads

Two Way Sync Integrations (1)

• How to enable Google/Outlook Email Two-Way Sync

Google Business Page (4)

• Connect Multiple Google Business Profile Pages Your Account
• Managing GBP Pages: Additions, Removals, & Adjustments
• Managing Customer Interactions on Connected GBP Pages

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Private Integrations (1)

• Private Integrations: Everything you need to know

WhatsApp Integration (1)

Setup (15)

• How to Enable WhatsApp in your account?
• WhatsApp FAQs
• Marketing Opt-out Button to Your Message Template

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Referins Mobile APP (1)

Get Started (15)

• How to create invoices in Referins (Mobile App)
• Mobile App: Creating Products, POS (Point of Sale) and Tap to Pay
• The Estimates Tab in LeadConnector Mobile App

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WordPress Integration (1)

WordPress Folder (3)

• WordPress Error Codes and FAQ
• WP File Manager Plugin (Stable Alternative for FTP Access)
• WordPress - Adding Domains for your site

Location Settings (2)

Modules & Fields (1)

• How to use the Company Object Automation?

Account Settings (1)

• How to set up the default Missed-Call-Text-Back feature

The Affiliate Manager (2)

Affiliate Manager Workflow (1)

• How to set up a Workflow for the Affiliate Manager?

Affiliates (23)

• How can my affiliate see their stats on the Client Portal?
• How to manually attribute sales to affiliates
• Automating Affiliate Payouts with PayPal: A Step-by-Step Guide

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Conversations Tab (2)

Conversations View (18)

• How to use Conversation Filters & Bulk Actions Overview
• How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
• Conversations FAQs

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Contact Engagement Score (2)

• Setup Contact Engagement Score
• Contact Engagement Score

Referins Email (1)

Referins Email (15)

• What is Referins Email?
• How to set up a dedicated sending domain within a Account
• How to Set Up Unsubscribe Links

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Workflow AI (1)

Workflow AI (1)

• How to Configure the Workflow AI Action?

Membership and Communities (2)

Memberships (31)

• How to use memberships themes
• How to Create and Edit Posts in Memberships
• Membership Assignment Type

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Communities (17)

• How to Setup, Customize, and Manage Your Communities
• How to Manage Members Inside groups
• Content Management in Communities

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Contacts / SmartLists (1)

Contacts (32)

• How to input Multiple Phone Numbers for a Contact?
• Bulk Add and Remove Tags from Contacts
• Configuring Searchable Fields for Objects (Coming Soon)

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Custom Values (1)

Custom Values (1)

• List of Custom Values (Merge Fields)

Pipelines & Opportunities (1)

Opportunities (9)

• Opportunity Owners Decoupling Settings
• Import Opportunities
• How to import Contacts and Opportunities using a single CSV file

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E-Commerce (1)

Shipping (1)

• How to use Shippo Integration for automatic fulfilments & live rates?

Dashboard (1)

Dashboard (15)

• How to Create a New Dashboard Using Templates
• Subaccount Dashboard and Reporting: Payment Insights and Widgets
• Conversation Widgets in the Dashboard

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Workflow (2)

Workflow Actions (63)

• Workflow Action: Respond On Comment for Facebook and Instagram
• Workflow Action: Book Appointment
• Workflow Action: Go To

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Workflow Triggers (67)

• Workflow Trigger: Product Access Granted
• Workflow Trigger: New Signup
• Workflow Trigger: Contact Engagement Score

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Twilio (1)

Twilio (9)

• Default Scenarios For Twilio Numbers
• Twilio Setup and Compliance for UK Users
• How to Delete a Twilio Phone Number

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Troubleshooting (1)

Troubleshooting (11)

• Troubleshooting Domains
• How to Send a Test Email and SMS
• Troubleshooting Audio Issues

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Reporting (1)

Reporting (10)

• How To Navigate and Use Reporting Dashboard
• Advanced Data Points in Call Reporting
• Appointment Reporting

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Workflow Guides (1)

Workflow Guides (7)

• Workflow Guide: How to Set Up Workflow Goal Events
• Workflow Guide: How to Build and Use an Unsubscribe Trigger Link
• Workflow Guide: Sending Membership Credentials

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Settings (1)

Settings (53)

• Domain Migration To CloudFlare
• Supported Media Types
• Settings: My Profile

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Site Builder (1)

Site Builder (47)

• Creating Interactive Quizzes
• Setting Up Buy Now Pay Later for Order Forms
• How to Add a Custom Chat Widget to Your Shopify Website

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Blogs (1)

Blogs (11)

• How To Update Your SEO for Blog Posting
• Blogging 101
• Custom Fonts in Blogs

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Integrations (1)

Integrations (18)

• Zoom Integration
• How to Integrate Your Google Business Profile (formerly GMB)
• Mapping Facebook Form Fields

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Workflow works (1)

Workflow works (47)

• Customizing the From Email Address in Workflows
• How to Create and Use Workflows
• Gamification/ Leaderboard triggers and actions for Community groups

View all 47

Webhooks (1)

Webhooks (1)

• How To Use Webhooks in Triggers To Integrate With Other Applications

Social Media (1)

Social Media (40)

• How to Connect to Your Facebook Page for Use in the Social Planner
• Share your Review Post on social media using Social Planner
• How To Connect LinkedIn for the Social Planner

View all 40

Webinar Core (1)

Webinar Core (39)

• WebinarCore.com - How to grant camera, microphone, and screen sharing permissions on macOS and Windows
• WebinarCore.com - Using the Webinar Webhooks feature
• WebinarCore.com - I can't get into my account, what do I do?

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Zapier (1)

Zapier (1)

• ​How To Troubleshoot When Your Zapier Is Not Working

LC - Phone (1)

LC - Phone (2)

• Understanding Referins Pricing: Detailed Breakdown
• Usage Summary, Transaction and Audit Logs for Phone Usage

Media Storage (1)

Media Storage (3)

• Media Storage: Supported File Types and Specifications
• How To Upload Images and Use the Storage Tab
• The Media Storage Tab

Stores (1)

Stores (10)

• How to Sort and Filter Products in Ecommerce Site Builder
• How to Create a Web Store from the Stores Tab
• Related Products in Ecommerce Stores

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Brand Boards (1)

Brand Boards (2)

• How to create a Brand Board
• How to use Brand Boards in Funnels and Websites

Timers (1)

Timers (1)

• Getting Started with The Countdown Timer

Webinars (1)

Webinars (1)

• How to Build Webinar Funnels for Live and Pre-recorded

Voice AI (1)

Voice AI (1)

• How to Set Up and Optimize Voice AI Agents

AI Features (1)

AI Features (1)

• Understanding Funnel AI and How It Works

Conversation AI (1)

Conversation AI (9)

• Edit and Manage Prompts within Conversation AI
• How to Use the Stop Bot Action for Better Customer Interactions
• Conversation AI: Add Contact Info

View all 9