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Calendar & Scheduling

  • Calendar
    • How to create Equipments?
    • Partial Payment: Collect Deposit Amount
    • Calendar Availability – Weekly Working Hours & Date-Specific Hours
    • Workflow Action for Generating One Time Link
    • View Calendar & Appointments in User Timezone
    • One Time Link
    • Service Calendars – Automotive Detailing
    • Calendar Widget Customization
    • How to create a Round Robin calendar
    • Round Robin Calendars Appointment Distribution Logic
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Contacts and Opportunities

  • Contacts
    • Workflow – Adding and Removing Followers for Contacts
    • Internal Tasks for your Team
    • Followers
    • Contact Type
  • Contacts / smartlist
    • How to delete a contact and associated contact data
    • How to get customer consent or track legal basis to process your lead’s or customer’s personal data
    • How to input Multiple Phone Numbers for a Contact
    • How to export contacts into a CSV?
    • How to input multiple Email Addresses for a Contact?
    • How to Group Contacts within an Organization using the ‘Company Object’ Feature
    • Troubleshooting Bulk Imports Via CSV
    • Allow duplicate contact explained
    • DoNotDisturb (DND Split)
    • How to restore deleted contacts
  • Manual Actions
    • How to set up a Manual SMS action
    • Manual Call – How to add a Manual Call Action (Power Dialer)
  • Opportunities & Pipeline
    • FAQs
    • Understanding The Create New Opportunity Toggle
    • How to delete ALL opportunities in a Pipeline
    • Multiple Opportunities For The Same Person In The Same Pipeline
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Conversations

  • Conversations
    • Attachments Made Easy in Conversations
    • Activity Cards in Conversations
    • Right Panel & Expandable Sidebar in Conversations
    • Live Chat
    • Contact Engagement score
    • How to CC (Carbon Copy) and BCC (Blind Carbon Copy) for email composer
    • How to use Conversation Filters & Bulk Actions Overview
    • Unread VS Read – Must Manually Mark as Read
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Email

  • Deliverability
    • Achieving Compliance: Meeting Google and Yahoo’s Email Sender Requirements
    • How List-Unsubscribe helps email deliverability
    • Guest Tutorial: Deliverability Masterclass for HighLevel by Seven Figure Agency
    • What is Email Deliverability? – A Guest-Tutorial From Krystin Ruschman of Email-2-Inbox
    • Why Are My Emails Going To Spam?
    • Workflow Action based on Email Event Clicked/Opened
    • Step by Step guide to Creating Custom Unsubscribe Links
    • An Introduction To Email Deliverability
  • General
    • Enhanced Sub-Account Filtering: Manage Email Providers
    • Filter Contacts by Email Stats and Enhanced Filtering Options
    • List of all outgoing system generated emails
    • Email Services Configuration – Reply & Forward Settings
    • Masking Sender Emails – From Name & Address
  • LC - Email
    • Manage Sub-account Email Settings and Migration in LC Email
    • How to Add a Domain and Verify DNS Record
    • Where Can I Find My SMTP Credentials?
    • Reverse DNS white labeling – Dedicated IP
    • What is a dedicated IP in LC email?
    • Email Sending Guide: Email Best Practices & Email Warm Up
    • How to use the Email Risk Assessment Tool
    • Dedicated Sending Domain Setup on Siteground (LC Email)
    • SSL Certificate for Dedicated Sending Domain (LC – Email)
    • Dedicated Sending Domain Setup on Google Domain (LC Email)
  • MailGun
    • Email Validation From Maligun within the CRM
    • Why won’t my DNS records work in SquareSpace?
    • Mailgun Setup Checklist
    • Mailgun – Unsubscribe Settings
    • What will be the order of Email Provider we will use to send emails?
    • How to setup Replies in MailGun
    • Cold Email Inbound Setup Mailgun
    • Mailgun API Key – Where to Find in Mailgun & Put in HighLevel
    • Mailgun Setup – Siteground Domain Setup
    • Mailgun Setup – Google Domain Setup
  • SMTP Providers
    • Hide The SMTP Setup Help Doc Link
    • Setting Up SMTP Providers
    • Limitation of using SMTP when emails are not sending
    • Why Can’t I use My Free Email Address As The SMTP?
    • Using Zoho as your SMTP Provider
    • Using SendGrid As The SMTP Provider
    • Setting alias for Google smtp
  • Troubleshooting Email
    • Send Test Email Error in Campaign’s Email step: An error occurred, please try again
    • How to send a test email in the Conversation
    • Troubleshooting Email statistics
    • Troubleshooting Warning: Please contact your agency to change email settings
    • LC Email / Mailgun replies not working when using WIX as the domain provider
    • When email replies are not showing up in Conversation
    • How to fix links in the email that do not open?
    • How to check logs for a specific email in Mailgun
    • Email Error Library for supported SMTPs
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Integrations

  • Facebook Integration
    • Verifying Domains For iOS 14
    • Missing Facebook ads account dropdown or Adwords MCC Account dropdown
    • Leads Ads Integration Is not Working anymore (TRY THIS)
    • Instagram Direct Messages (DMs)
    • How to set up a Funnel Event Pixel for Facebook Conversion API?
    • How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows
    • Facebook Troubleshooting – Unintentionally Disconnecting Your Accounts
    • Facebook Troubleshooting – Lead Ad Debugging
    • Facebook Troubleshooting – Integration Issues
    • Facebook Pages missing in Page Selector Dropdown during integration.
  • GMB integration
    • How to Integrate Your Google Business Profile (formerly GMB) into the CRM
  • Other Integrations
    • How to Set Up Two Way Email Sync for Gmail
    • How to Set Up Two Way Email Sync for Outlook
    • How to use WebinarKit’s Hub City Connect Integration (Guest Tutorial)
    • Reserve With Google Webinar – Generate Bookings For Clients Right From Google!
    • How to set up appointment reminder workflow with Zoom location
    • Google Integration going to This site can’t be reached page “Check if there is a typo in hubcityconnect-backend.appspot.com”
    • How to set up the Zoom Integration for Users’ Calendar Bookings
    • Setting Up ActiveProspect Consent Tracking On A Hub City Connect Form
  • Shopify Integration
    • Shopify Elements in Hub City Connect
    • How To Use Shopify Variables
    • How To Integrate Hub City Connect With Shopify
  • Stripe Integration
    • How does the Stripe One Time Charge trigger work?
    • Stripe – Integration
  • TikTok Integration
    • How to Integrate TikTok Lead Ads
  • Zapier Integration
    • Connect ServiceTitan + Hub City Connect (Zapier)
    • Automating Electronic Signatures For Contracts With Hub City Connect & Zapier
    • Create Tags & Tasks Via Zapier
    • Zapier Troubleshooting – Zap Isn’t Working!
    • Zapier Troubleshooting – Duplicate Contacts or Added to Campaigns Multiple Times
    • Zapier Troubleshooting – Leads Coming into Wrong Hub City Connect Location
    • How to connect your Hub City Connect Sub-Account with Zapier
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Marketing

  • Bulk Requests
    • Bulk Requests – Overview
  • Campaigns
    • Campaigns Paused/Draft
    • Repeating Reminders For Recurring Meetings & Events (Guest Post)
    • Next Day Campaigns For Event Followup
    • How To Build Check-in (Loop) Campaigns
    • Timezones with Campaign reminders of event dates
    • Duplicate or Copy Campaign to New Location
    • From Address – Campaign Configurations
    • How to Test Campaigns
    • Stop on Response – Campaign Configurations
    • Allow Multiple – Campaign Configurations
  • Email Builder
    • Guide to Email Campaign Statistics
    • Resend to un-opened : Best Practices and Guide
    • Understanding ROI Conversion Metrics for Tracking Email Campaigns
    • A Guide to Email Attribution Settings: How to customize it?
    • How to preview Custom Field in Email Builder?
    • Add Product Element in Email Campaign
    • How to use the Email Builder and its In-line Editor
    • How to set up A/B testing for your Email Campaigns
    • Email Builder: Understanding Advance Conditions for Smart Lists and Tags
    • How to import Email Template(s) from ActiveCampaign
  • Social Planner
    • How to create Facebook Reel in Social Planner?
    • Share your Review Post on social media using Social Planner
    • Direct posting for Tiktok! Forget Push Notifications
    • Add Watermark to every image you post on Social Media
    • How to schedule Posts using RSS URL?
    • How to post Recurring Social Posts through the Social Planner?
    • How to Customise post for each socials?
    • Instagram Reels Publishing Guide for the Social Planner
    • How to Use the Instagram Story Post Composer in Social Planner
    • Post Approval Flow in Social Planner
  • Trigger Links
    • Trigger Links – Overview
  • Workflow Builder
    • Facebook & Instagram comment automation FAQs
    • Facebook / Instagram – Interactive Messenger
    • Respond on Comment Action
    • Facebook / Instagram – User comments on a Post trigger
    • How to use Facebook comment automation for Facebook Groups
    • How to handle multiple rows in Google Sheets
    • Text Formatter – How to format text the way you want
    • Facebook & Instagram comment automation
    • How to Automatically Assign Users to Leads In Workflows
    • Split Action
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Phone System

  • A2P registration
    • Forbidden message categories for SMS and MMS in the US and Canada
    • LC Phone System Trust Center
    • A2P 10DLC Campaign Vetting Changes
    • A2P 10 DLC Webinar Questions & FAQ
    • A2P 10DLC Campaign Approval Best Practices
    • Unregistered 10DLC Message Fees
    • What is A2P 10DLC?
    • Verify Your Sole Proprietor Brands OTP
    • Pricing and Fees for the A2P 10DLC Service
    • List of campaign use case types for A2P 10DLC registration
  • Calling
    • How To Reduce ‘Spam Likely’ by Registering your Numbers on Free Caller Registry
    • Why are my Calls marked as Spam, and how can I avoid it (LC Phone)
    • Cannot find contacts in live transfer window – warm transfer
    • Call disconnected in mobile app only
    • How to Fix Bad Call Quality
    • Outbound Calls / Softphone – How It Works
    • Inbound Calling on Mobile APP
    • Call Status Workflow Trigger Setup
    • Inbound Call Routing – Explained
    • Call & Voicemail Drop Events
  • General
    • How to use the client’s own Twilio account for the location?
    • How to validate phone numbers (SMS) ?
  • LC - Phone
    • Fixing Failed Number Registrations (A2P Local and Toll-Free)
    • How to Disable LC Phone System for your Agency
    • LC – Phone Pricing Structure
    • What is LC – Phone System?
    • Regulatory Bundle and Address Creation for Sub-Accounts
    • Why is your account suspended
    • How do I migrate my agency and sub-account over to LC Phone?
  • Messaging
    • Template for Privacy Policy applied in USA and Canada
    • Understanding the Potential Delivery Issues of Text Messages with Shortened URLs
    • Calculating SMS and MMS Costs: A Step-by-Step Guide
    • What is the file size limit of an attachment to an SMS or an Email?
    • Which Twilio phone number will the leads be getting the SMS from?
    • SMS is coming from a different Twilio number than the one in Phone Numbers tab
    • Best Practices for SMS deliverability and Avoiding SMS Restrictions
    • Action Required: UK SMS Messages Sent Via International Long Codes Blocked
    • How do I prevent my messages from being filtered by carriers(30007)?
    • LC – Phone Messaging Policy
  • Phone numbers
    • How to restore a deleted Twilio number
    • How to request a Twilio number that’s not available?
    • Move Numbers From One Twilio Account To Another
    • Phone numbers for users / Assign Twilio Numbers to Users
    • Deleting / Resetting a Twilio Number
    • Import Existing Twilio Numbers into Hub City Connect
    • How to Purchase a Phone Number in a Sub-Account
    • Hosting your US telephone number (non-Twilio number) to a location
    • Toll-Free Verification Guide for LC – Phone (US/Canada)
    • Porting your telephone number (non-Twilio number) to a location
  • Voicemail
    • Voicemail Drop File Conversion
    • Voicemail For Company And For Users
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Settings

  • Agency Settings
    • Optimize Experience Features
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