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Email

63
  • General
    • Masking Sender Emails – From Name & Address
    • Email Services Configuration – Reply & Forward Settings
    • List of all outgoing system generated emails
    • Filter Contacts by Email Stats and Enhanced Filtering Options
    • Enhanced Sub-Account Filtering: Manage Email Providers
  • 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
    • Mailgun Setup – Namecheap Domain Setup
    • Mailgun Setup – CloudFlare Domain Setup
    • MailGun Setup – HostGator Domain Setup
    • Mailgun Setup – GoDaddy Domain Setup
    • Step-by-step guide to set up Mailgun
    • Mailgun – Overview
  • 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
  • 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
  • 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
  • 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)
    • Dedicated Sending Domain Setup on Godaddy (LC Email)
    • How to enable and rebill LC Email Validation
    • How to Set Up a Dedicated Sending Domain (LC Email)
    • Email Authentication – DMARC
    • What is email Bounce Suspension, and how to avoid it
    • How to Set Up Unsubscribe Links for LC – Email
    • How to Migrate My Agency Over to LC – Email
    • What is LC – Email? I want to know more
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Phone System

80
  • General
    • How to use the client’s own Twilio account for the location?
    • How to validate phone numbers (SMS) ?
  • 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
    • Geo Permissions Issues
    • How to Set Up Call Tracking (Number Pool)
    • How to check logs for a specific Call in Twilio
    • Troubleshooting Outbound Calls using Dialer on Desktop Web App
    • Call status marking calls as completed when the client didn’t answer the call
    • Call forwarding number not working
    • Phone Call Redirect Loop
    • Calls Not Recording
    • Purchase Twilio Number – “Please Select Bundle/Address to Purchase Number”
    • Call Events Not Working
  • 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
    • Using media in SMS campaign – how will it look on receiver’s device?
    • How to check logs for a specific text message if you are connected to your own Twilio account
    • Common Unsuccessful SMS errors
    • Twilio Error 21610 “The message from/to pair violates a blacklist rule” when sending SMS
    • Troubleshooting when Conversations are glitching
    • Incoming or inbound SMS message showing as calls / not showing at all
    • An error has occured. Please try again. Error message: The From phone number is not a valid, SMS-capable inbound phone number or short code for your account.
    • Incoming SMS only shows up in Conversation / not forwarding to the forwarding number
    • SMS still coming from old Twilio number when I got a new one?
    • SMS Contains Pieces of Code
    • SMS Not Sending / Delivering to Contacts
  • A2P registration
    • Forbidden message categories for SMS and MMS in the US and Canada
    • LC Phone System Trust Center
    • A2P 10DLC Campaign Vetting Changes
    • Terms and Conditions Guidelines for A2P
    • A2P 10DLC Brand Approval Best Practices
    • A2P Sole Proprietor Brands Registration
    • A2P 10 DLC Webinar Questions & FAQ
    • List of campaign use case types for A2P 10DLC registration
    • Pricing and Fees for the A2P 10DLC Service
    • Verify Your Sole Proprietor Brands OTP
    • What is A2P 10DLC?
    • Unregistered 10DLC Message Fees
    • A2P 10DLC Campaign Approval Best Practices
  • Voicemail
    • Voicemail Drop File Conversion
    • Voicemail For Company And For Users
  • 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
    • How to buy a toll free number inside GHL?
    • Phone Number Settings
    • Moving Numbers tool across sub-accounts
    • Moving numbers to an LC Phone Sub-account from the client’s own Twilio account
    • Moving numbers out of an LC Phone Sub-account to the client’s own Twilio account
  • 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?
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Contacts and Opportunities

30
  • Contacts / smartlist
    • 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 input multiple Email Addresses for a Contact?
    • How to Group Contacts within an Organization using the ‘Company Object’ Feature
    • How to Merge Duplicate Contacts
    • How to export contacts into a CSV?
    • How to delete a contact and associated contact data
    • How to restore deleted contacts
    • DoNotDisturb (DND Split)
    • Troubleshooting Bulk Imports Via CSV
    • Lead profile picture explained
    • Allow duplicate contact explained
    • Adding Files To Contacts
    • Bulk Actions For Contacts & SmartLists
    • Getting Started With Smart Lists
    • Merging Contacts
    • Automatically Merge Facebook Messenger Contacts With Lead Ad Contacts
    • Birthdays And How To Sort Contacts By Age
    • Uploading Contacts (which one should I choose?)
    • Bulk Importing Contacts Via CSV Walkthrough
  • 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
  • Contacts
    • Workflow – Adding and Removing Followers for Contacts
    • Internal Tasks for your Team
    • Followers
    • Contact Type
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Calendar & Scheduling

46
  • 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
    • How to connect iCloud with Hub City Connect?
    • How to create Rooms?
    • Google Organic Booking
    • Rooms and Equipment
    • In App Calendar view
    • iCloud Integration with Hub City Connect
    • Service Menu
    • Service Calendar
    • Consent checkbox for compliance
    • Pre and Post buffers
    • Neo Group View Template
    • Show seats per slot for Class booking on the booking widget
    • Calendar Payments
    • How to use Collective Bookings in Calendars?
    • How to configure Staff Member selection in Round Robin Calendars?
    • How to set up a Calendar for Classes?
    • How to Set Up Recurring Appointments
    • Calendar User Consolidation
    • Hub City Connect Calendar Settings Consolidation
    • Reserve with Google Integration – Local Service Ads (LSA)
    • How to find the Calendar ID for a Group Calendar
    • How to sync Hub City Connect Calendars With Outlook
    • Manually confirmed appointment setup
    • Connect Google calendar to Unassigned Calendar
    • Round Robin Calendar with User Priority
    • Calendar Tweaks | How to change calendar text and color
    • Hub City Connect Group Calendar Overview
    • Understanding Calendar Availability Settings
    • Block Specific Days Or Times On A Calendar
    • General Understanding Of Time zones and how they work in GHL (Disable Contact Time zone)
    • Stripe Integration on Calendar
    • Custom Calendar Forms
    • Display Multiple Calendars (For calendars under the Unassigned section only)
    • Calendar Sync Option explained
    • Embed a Hub City Connect Calendar
    • Turning Off Alternate Time Zones
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Integrations

39
  • 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
  • Stripe Integration
    • How does the Stripe One Time Charge trigger work?
    • Stripe – Integration
  • 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.
    • Facebook Pages Don’t Show or Won’t Connect
    • Facebook Lead Ad Integration & Troubleshooting Guide
    • Facebook Domain Verification by Meta Tag
    • Facebook Conversions API Trigger in Workflows
    • Facebook Conversion Leads Walkthrough
    • A Facebook Token Has Expired In Your Hub City Connect Account
    • (Guest Tutorial) Pabbly Connect – How to integrate Facebook Leads Ads with Your Sub-Account
  • 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
  • GMB integration
    • How to Integrate Your Google Business Profile (formerly GMB) into the CRM
  • TikTok Integration
    • How to Integrate TikTok Lead Ads
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Settings

1
  • Agency Settings
    • Optimize Experience Features
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Marketing

132
  • 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
    • How to Create Group Hashtags within the Social Planner
    • Sharing Social Planner Content Across Sub-Accounts via a Snapshot
    • How to Connect TikTok in Social Planner?
    • How to schedule Posts in Bulk on the Social Planner (CSV)
    • How to connect to Twitter
    • Failed Post Error in Social Planner
    • How does Notification for Expired Social Accounts in Social Planner works?
    • How to connect to your LinkedIn Profile(s) and Page(s)?
    • Grouping of Social Media Profiles
    • Follow up Comment
    • How to clear Linkedin link preview cache?
    • Social Planner – Image, Video, Content and API limitations
    • How to connect to your Facebook Page(s)
    • How to connect to your Facebook Group
    • How to Post as Page on Facebook Groups
    • How to check your Instagram profile type
    • How to connect Instagram Business account with Social Planner
    • How to connect your Instagram business or creator account with your Facebook account?
    • How to connect to your Google My Business Location(s)
    • Facebook Publishing Troubleshooting Guide
    • Google My Business Publishing Troubleshooting
  • 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
    • Event Start Date – Campaign Configurations
    • Campaigns Overview
    • Creating a Campaign – Basics
    • Google Lead Forms
    • How To Build SMS Opt-In Campaigns
    • List of Custom Values / Merge Fields
  • 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
    • Hide Email Elements on Mobile View
    • How to edit your Email Format for Mobile
    • How to Import Email template(s) from Mailchimp
    • Using custom fonts in the Email Builder
    • Video Element in Email Builder
    • RSS Email Body showing HTML tags?
    • RSS Blocks In Email Builder
    • How to find hidden or broken elements in email?
    • Email Statistics
    • How to reschedule an email campaign? (Email Builder)
    • How to change the Content of An Ongoing Email Campaign
    • How to import HTML Email Templates/ Campaigns
    • Different Email Sending/ Delivery Method(s) – Send Now, Schedule, Batch, RSS Schedule
    • Preview And Test Your Email Campaign/Templates
    • How to Schedule Batch Email Campaign(s)?
    • How-to Send RSS Email Campaign(s)
    • How to send a Regular Email Campaign (Send Now or Schedule)?
    • Email Templates vs Email Campaigns
  • Bulk Requests
    • Bulk Requests – Overview
  • 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
    • If Else New Features
    • How to set up Delete Contact action
    • Workflow – Array Functions Premium Action
    • Workflow Builder – Overview
    • IVR (Triggers and Actions)
    • How to Copy Workflow to another Sub-Account?
    • Action – Drip
    • Action – Find Contact
    • Workflow Trigger – Task Completed
    • How to copy contacts from one sub-account to another sub-account?
    • Standard Triggers – Opportunity Created
    • Standard Triggers – Opportunity Changed
    • How to Configure the Workflow AI Action?
    • Workflow Settings – Overview
    • Action – Update Custom Value
    • How to use the Number Formatter Action?
    • Workflow Trigger – Payment received
    • How to use the Date/Time Formatter Workflow Action?
    • How to use the Workflow Slack Premium Action?
    • How to use the Custom Webhook LC Premium Workflow Action?
    • How to use the Google Sheets Premium Workflow Action?
    • How to use the Inbound Webhook Workflow Premium Trigger?
    • Workflows vs Campaigns/Triggers (Deprecated features)
    • Standard Triggers – Order Submitted
    • How to set up Workflow Goal Events
    • Action – Webhook
    • Workflow Folder Permission
    • How-to attach Custom Values (MMS) to SMS messages in workflows
    • Action – Math Operation
    • Action – Update Contact Field – Date type field
    • Action – If/Else – Date type field conditions
    • Action – Update Contact Field
    • Standard Triggers – Contact Tag
    • Create Task Event In Campaigns
    • How to get Conversion List for Google Ads in Trigger/Workflows
    • How To Use Stripe One Time Charge In Workflows
    • Set Event Start Date Action In Workflows
    • Set Event Start Date event in Workflows
    • Using The Go-To Event In Workflows
    • How to Create a Birthday Reminder Workflow?
    • Contact Changed Workflow Trigger
    • Facebook Conversion API Workflow Trigger Not working?
    • Workflow Builder – Wait Event
    • Workflow Builder – If/Else Conditional Event
    • Workflow Builder Overview
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Conversations

8
  • 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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Updated on April 11, 2024
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