Help Centre

Find answers, guides, & troubleshooting advice here

How to use Proposals and Estimates?

A guide on how to use Proposals and Estimates. ...more

Help Centre

September 24, 2023•20 min read

How to Use the Instagram Story Post Composer in Social Planner

How to Use the Instagram Story Post Composer in Social Planner. IG Story Scheduler. ...more

Help Centre

July 19, 2023•5 min read

Instagram Reels Publishing Guide for the Social Planner

Instagram Reels Publishing Guide for the Social Planner ...more

Help Centre

July 19, 2023•5 min read

How to Configure the Workflow AI Action?

How to Configure the Workflow AI Action? ...more

Help Centre

July 02, 2023•8 min read

How to generate images for Social Planner using Content AI

How to generate images for Social Planner using Content AI ...more

Help Centre

July 01, 2023•9 min read

How to set up the NMI integration?

How to set up the NMI integration? ...more

Help Centre

May 20, 2023•10 min read

How do I cancel my subscription on Loyalist

How do I cancel my subscription on Loyalist ...more

Help Centre

May 17, 2023•1 min read

WordPress - Adding Domains for your site

WordPress - Adding Domains for your site ...more

Help Centre

May 04, 2023•3 min read

WordPress Plugin and Theme Management

WordPress Plugin and Theme Management ...more

Help Centre

May 04, 2023•1 min read

WP File Manager Plugin (Stable Alternative for FTP Access)

WP File Manager Plugin (Stable Alternative for FTP Access) ...more

Help Centre

May 04, 2023•1 min read

How to Setup SFTP for your WordPress Site

How to Setup SFTP for your WordPress Site ...more

Help Centre

May 04, 2023•1 min read

How to add an Additional Domain for WordPress site

How to add an Additional Domain for WordPress site ...more

Help Centre

May 04, 2023•2 min read

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Help Articles

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Quick Setup Guides

Get started here. Below are guides that'll give you instructions on doing your own Basic Setup.

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Crash Course

Troubleshooting Email

Emails Not Sending

Send Test Email Error in Campaign's Email step: An error occurred, please try again

Send Email Trigger Action Not Firing

Why are my email links changing and how to fix links in the email that do not open?

Mailgun error: too many requests

When email replies are not coming back to the Conversation

How to check logs for a specific email in Mailgun

Mailgun replies not working when using WIX as the domain provider

How to send a test email in the Conversation

Common Unsuccessful Email errors in Conversation

Marketing

Campaigns

How to Create and Manage Campaigns

Custom Values / Merge Fields

Social Media

How to connect to your Facebook Page(s)

Facebook Publishing Troubleshooting Guide

How to connect to your Google My Business Location(s)

What's ideal Image and Video File Size and Dimensions in Social Planner

Google My Business Publishing Troubleshooting

How to connect your Instagram business account with your Facebook account?

How to check your Instagram profile type

How to connect Instagram Business account with Social Planner

How to connect to your Facebook Group

How to Post as Page on Facebook Groups

Follow up Comment

Grouping of Social Media Profiles

How to connect to your LinkedIn Profile(s) and Page(s)?

How does Notification for Expired Social Accounts in Social Planner works?

Failed Post Error in Social Planner

How to connect to Twitter

How to schedule Posts in Bulk on the Social Planner (CSV)

Sharing Social Planner Content Across Sub-Accounts via a Snapshot

How to Connect TikTok in Social Planner?

How to Create Group Hashtags within the Social Planner

Post Approval Flow in Social Planner

Instagram Reels Publishing Guide for the Social Planner

How to Use the Instagram Story Post Composer in Social Planner

Automation

AI Appointment Booking Bot

AI Conversational Appointment Booking Workflow and Setup

Workflow Builder

Facebook Conversion API Workflow Trigger Not working?

Contact Changed Workflow Trigger

Workflow Builder - If/Else Conditional Event

How to get Conversion List for Google Ads in Trigger/Workflows

Standard Triggers - Contact Tag

Action - If/Else - Date type field conditions

Action - Update Contact Field - Date type field

Action - Math Operation

How-to attach Custom Values (MMS) to SMS messages in workflows

Workflow Folder Permission

Action - Webhook

Workflow Goal Event

Standard Triggers - Order Submitted

Workflows vs Campaigns/Triggers (Deprecated features)

Phone

Twilio / Lead Connector

Import Existing Twilio Numbers into Loyalist

Deleting a Twilio Number

Phone numbers for users / Assign Twilio Numbers to Users

SMS / Phone number Validation is LIVE

What is the file size limit of an attachment to an SMS or an Email?

How to use the client's own Twilio account for the location?

Phone Calls

Inbound Call Routing - Explained

Calls & Voicemail Drop Events

Call Tracking and Missed Call Text Back Through Google My Business

Call Status Workflow Trigger Setup

Inbound Calling on Mobile APP

Troubleshooting Phone & SMS

Call Events Not Working

SMS Not Sending

Geo Permissions Issues

Fix Bad Call Quality

Purchase Twilio Number - "Please Select Bundle/Address to Purchase Number"

Calls Not Recording

SMS still coming from old Twilio number when I got a new one?

Incoming SMS only shows up in Conversation / not forwarding to the forwarding number

Call disconnected in mobile app only

Incoming or inbound SMS message showing as calls / not showing at all

Call forwarding number not working

Troubleshooting when Conversations are glitching

Twilio Error 21610 "The message from/to pair violates a blacklist rule" when sending SMS

Troubleshooting Outbound Calls using Dialer on Desktop Web App

Moving Twilio numbers across Loyalist locations

Common Unsuccessful SMS errors

How to buy a Twilio number for the Loyalist location inside Twilio console?

How to check logs for a specific text message in Twilio

Phone Number Settings Explained

How to check logs for a specific Call in Twilio

Cannot find contacts in live transfer window - warm transfer

Voicemail

Voicemail For Company And For Users

Forms and Chat

Sticky Contact - Form

Gain Consent With Custom Checkboxes In Forms (GDPR Compliance)

Web Chat Widget

Troubleshooting GMB messages

How do I find my Google My Business Chat Business Messaging Agent ID?

Triggers

Triggers - Overview

Duplicating Triggers

Trigger/workflow - Email/SMS Notifications to Client/Yourself (New Lead)

Appointment Triggers

Assign To User Trigger

Loop Lockouts

Calendar and Scheduling

Turning Off Alternate Time Zones

Calendar Sync Option explained

Display Multiple Calendars (For calendars under the Unassigned section only)

Block Specific Days Or Times On A Calendar

Loyalist Group Calendar Overview

Outlook Integration - Syncing Loyalist Calendars With Outlook

How to find the Calendar ID for a Group Calendar

How to fully re-integrate Google calendar for a User

When appointment.start_time or any other appointment custom values are not showing up

LSA - Reserve with Google Integration

Why Google calendar integration breaks and how to fix it

Calendar User Consolidation

Reputation Management & Reviews

How to Dispute a Google Review and Check on the Dispute Status

How to Send Review Requests

Reputation - Breaking Down the Reputation Overview Dashboard

Integrations

Facebook Integration

A Facebook Token Has Expired In Your Loyalist Account

Facebook Conversions API Trigger in Workflows

How To Download/Export Facebook Lead Ads and Manually Ad Them To Campaigns & Workflows

Instagram Direct Messages (DMs)

Quickbooks

Setting up QuickBooks Integration

Other Integrations

Setting Up ActiveProspect Consent Tracking On A Loyalist Form

Zoom Integration

How to set up appointment reminder workflow with Zoom location

Two Way Email Sync for Outlook

Shopify

How To Integrate Loyalist With Shopify

How To Use Shopify Variables

Shopify Elements in Loyalist

GMB Integration

How to Integrate Your GMB into the CRM

TikTok

How to Integrate TikTok Lead Ads

WordPress

Getting Started with WordPress | Client side setup guide

How to add an Additional Domain for WordPress site

WordPress - Adding Domains for your site

WordPress Plugin and Theme Management

WP File Manager Plugin (Stable Alternative for FTP Access)

How to Setup SFTP for your WordPress Site

Dashboard

Dashboard: Opportunities, Pipeline Value, Conversion Rate, Funnel, Stages Distribution

Conversations

Unread VS Read - Must Manually Mark as Read

How to use Conversation Filters & Bulk Actions Overview

Contacts

Contacts / Smartlist

Uploading Contacts (which one should I choose?)

How to restore deleted contacts

DoNotDisturb (DND Split)

Troubleshooting Bulk Imports Via CSV

How to Group Contacts within an Organization using the 'Company Object' Feature

My CRM Data is Loading Slowly What Can I Do?

Settings

Admin Vs. User Permissions

Company Settings

Hiding ToolTips With Custom CSS

How do I change my Client's Address?

How do I find my Client's Location ID?

Media Library Specs & Formats

Company Object Automation

How do I cancel my subscription on Loyalist

Notifications

How to set up Custom Notifications as a User in a Sub-Account

Reporting

Understanding Attribution Traffic Sources

Understanding Google Ad Reporting Terminology

How to set up Google Ad Reporting

How to set up Google Ad Precautionary Tracking Script

Troubleshoot Guide For Google Ad Reporting

How to record Pageviews into Google Analytics for Funnels/Websites (GA4)

How to add Client Spend to Google/Facebook Ad Reporting?

How to set up Google Ad Conversion Actions

Understanding Facebook Ad Reporting Terminology

How to set up Facebook Ad Reporting

Troubleshooting Facebook Ad Reporting

Understanding Sales Velocity In Agent Reporting

When contact detail page is Missing Activity

Chat Widget Attribution

How to send data to Google Analytics within a Workflow

Loyalist How-To's

Loyalist How-To's: Build A Payment Page To Sign Up New Clients

How To Build A Double Opt-In Flow

How to setup Loyalist Chat Widget as support for your clients

How to build an offer redemption flow

How to build Database Reactivation Campaigns that leverage Positive Intent and Chatbots in Loyalist

Build Booking Bots In Loyalist

How To Send Pretty HTML Emails In Loyalist

How To Build Pages That Load Quickly In Loyalist

How To Pre-Plan Holiday Promotions With The Custom Date Trigger

How to increase appointment show rates with personalized video Tasks in the Loyalist app

How to use the Positive Intent trigger to generate bookings with no human involvement

How To Build "Check In" Loops in Loyalist

Loyalist How-To's: Birthday Campaigns

How To Build Webinar Campaigns using the Event Start Date field

How To Build Automated Appointment Follow-up Surveys in Workflow Builder

How to build Webinar Campaigns using the Event Start Dates

Loyalist How-To Build Home Pages on Loyalist Website Builder

Pre-Populate SMS Messages With Links

How to use Custom Values for images in funnels and websites

How To Build Pricing Columns In Funnel Builder

Payments

Text-To-Pay Links

How to create invoices in Loyalist

How to create recurring Invoices

Auto Payments in Recurring Templates

Common uses cases for Payments and Invoices

How to Create Coupons for Products

Payments - What is listed on the Subscriptions page?

Using Apple Pay and Google Pay

Authorize.net for order forms

How to set up the NMI integration?

Sites

Getting Started with Blogs

How to Update SEO for Blog Post

How to Add Category

How to Add Author(s) to The Blog Builder

How to Preview Blog Post

How to schedule a blog post?

How to Set Up an RSS Feed for Blogs

Funnel Paths

How to delay the appearance of elements

Stripe Troubleshooting | Why is my Stripe Plan not shown in the Funnel Products?

Why Tracking Code doesn't get copied on copying a page?

Scroll to elements or sections in websites or funnels

XML Sitemaps

301 Redirects For Domains

How to authorize card payments using the old funnel builder

Different Websites/ Funnels versions within the system

How to authorize card payments in funnels

How to upgrade a Version 1 funnel to Version 2?

How To Activate Level 0 CDN For Funnels & Websites

Converting funnels and websites with the new import feature

How to fix Error while displaying webpage after a purchase

Cart Mode in One and Two-step Order forms (V2 Funnels only)

Hosted Video Player For Funnels

Split Testing in Funnels (Pro Plan Only)

Troubleshooting Funnels

Fixed / Parallax Background Image not showing on Mobile Phone, why?

Membership Sites

How to Create Assessments/ Quizzes for Membership Courses

How To Do In-App Upsell In Membership?

How To Do One-Click Upsell In Membership?

How to Manage Comments In Memberships

How to use membership themes

Websites

How to authorize card payments in Websites

How to authorize card payments using the old Website builder

LC - Email & Phone Communications

LC-Phone

Why is my SMS cost so high?

How to Migrate an Agency and Sub-Account to LC - Phone?

Using media in SMS campaign - how will it look on receiver's device?

Why is your account suspended

Porting your telephone number (non-Twilio number) to a location

Regulatory Bundle and Address Creation for Sub-Accounts

LC - Phone Messaging Policy

Forbidden message categories for SMS and MMS in the US and Canada

Toll-Free Number Registration for LC - Phone (US/Canada)

What is LC - Phone System?

LC - Phone Pricing Structure

LC Phone System Trust Center

A2P 10DLC Campaign Vetting Changes - January 2023

A2P 10DLC Campaign Approval Best Practices

Hosting your US telephone number (non-Twilio number) to a location

Why are my Calls marked as Spam, and how can I avoid it (LC Phone)

LC - Email

What is LC - Email? I want to know more

How to Set Up Unsubscribe Links for LC - Email

Bounce Suspension

Email Authentication - DMARC

How to Set Up a Dedicated Sending Domain (LC Email)

SSL Certificate for Dedicated Sending Domain (LC - Email)

Content AI

Content AI in Social Planner (How to create a Social Post with Content AI)

How to Find Past Records of Content Generated by Content AI

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Growing alongside Titan Compliance

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