Robocalls and caller ID spoofing have become a serious problem in recent years, with the FTC estimating that Americans received 40.7 billion robocalls in 2019 alone. The Federal Communications Commission (FCC) created the protocols in response to the growing problem of illegal robocalls. As a result, carriers have been forced to implement authentication protocols.

SHAKEN/STIR is a set of protocols designed to authenticate caller ID information and verify that it is coming from a legitimate source. The protocol works by using digital certificates to validate the caller's identity. When a call is made, the caller's identity is verified through these certificates, which are then stored in an online database. This ensures that when someone receives a call, they can trust that it is coming from who they think it is.

Covered in this article:

How to Apply for SHAKEN/STIR

FAQ

- How will phone numbers be linked to the SHAKEN/STIR Profile?

How to Apply for SHAKEN/STIR

After submitting their Business Profile, Agency and Sub-account admins can register for SHAKEN/STIR.

1. Click on the "Start Registration" Button:

2. Enter a friendly name for the profile, confirm the authenticity, and click Sumit.

3. You will get the success message for the submission.

The approval might take up to 4 days.

FAQ

How will phone numbers be linked to the SHAKEN/STIR Profile?

All numbers will be Linked Automatically. All current available numbers and future bought numbers will automatically be linked with the registered SHAKEN/STIR.

Explore more on the LC Phone System Trust Center here.


Best Practice	Examples
Make sure consumer opt-in is collected appropriately	If you indicate you collect opt-in via text messages, but your sample messages say, “Hi, is this the owner of 123 Oak Street? I’d like to discuss how I can help you sell your property”, it is clear that you have not collected appropriate consent before sending messages and your campaign will be rejected.
Make sure opt-in language is available on your website if you indicated in the “message flow” field that a consumer opts into your campaign on your company website.	If your brand Acme uses its website, www.acme.com, to collect phone numbers but your website does not contain opt-in language such as “By providing your phone number, you agree to receive text messages from ACME. Message and data rates may apply. Message frequency varies.”, your campaign will be rejected.
We recommend having opt-out language in at least one of your sample messages.	For example, please add language such as “Please reply STOP to opt-out” in one of your sample messages.

In this guide, we'll explore the "Set Event Start Date" Workflow Action, a dynamic tool that allows you to schedule tasks and reminders within your workflow for precise event management. This feature is crucial for maintaining well-organized webinars, conferences, or personalized notification systems..

Covered in this Article:

What is the Set Event Start Date Step in Workflows?

The "Set Event Start Date/Time" action is a tool within a workflow management system that allows you to define a specific date and time to serve as the reference point for subsequent steps in your workflow. It's especially useful for scheduling tasks, reminders, or actions that need to occur before or after a particular event.

Once this action is set, you can use the "Wait" steps in your workflow to Wait for Event/Appointment Time to pause the execution until a specified time relative to this event date. For example, you could set up reminders to go out several days before an event or schedule a follow-up action for several days after the event.

This tool offers flexibility and automation, enabling effective time management within your workflow. It's particularly valuable for managing webinars, conferences, meetings, and events.

What are the benefits of this feature?

The "Set Event Start Date/Time" action offers several practical benefits for managing workflows and events:

Automated scheduling: This action allows you to schedule tasks, reminders, or emails to occur at specific times relative to an event automatically. This can greatly reduce manual work and ensure nothing gets overlooked or forgotten.

Timely reminders: If you manage events such as webinars or conferences, this action can automatically send reminders to attendees a certain number of days or hours before the event starts, increasing engagement and attendance rates.

Follow-up actions: You can also use this action to schedule follow-up tasks or communications after an event. For example, you could automatically send out a survey or a thank you email several days after an event.

Flexibility: The "Set Event Start Date/Time" action isn't limited to specific dates. It can be used with any date-related field, so you could set it up to trigger tasks based on individual customer dates, like renewal dates or birthdays.

Recurring Events: It can also handle recurring events. For instance, if you run weekly webinars, you can set up your workflow to automatically send out reminders each week and then reset the event date for the following week.

Time-specific Actions: Some actions need to happen at a specific time, such as a social media post or a sales announcement. This action lets you schedule those actions precisely.

What are some practical usage cases of this Workflow Action?

Webinar Management: If you're organizing a webinar, you can use the "Set Event Start Date/Time" action to specify the webinar date and time. Then, you can add "Wait for Event/Appointment Time" steps to send out reminder emails a week, a day, and an hour before the webinar starts. A follow-up email could be set to go out a day or two after the event to thank participants and share additional resources.

Subscription Renewals: For a service with annual renewals, you can pair this action with a custom date field for each customer's renewal date. Using "Wait for Event/Appointment Time" steps, reminders can go out a month, a week, and a day before each customer's renewal date, nudging them to renew and providing necessary instructions.

Conference Planning: When organizing a conference, set the conference date as the event start date, and use "Wait for Event/Appointment Time" steps to automate communications like early bird registration reminders, ticket purchase reminders, event schedules, or last-minute updates.

Birthday Promotions: For businesses that offer special promotions for customers' birthdays, this action can be paired with a custom field for each customer's birthday. A "Wait for Event/Appointment Time" step can be set up to send a birthday greeting and a special birthday discount.

Product Launches: If you're launching a new product, the launch date can be established as the event start date. You can set up a series of "Wait for Event/Appointment Time" steps to send out teaser emails leading up to the launch, a launch announcement on the day, and follow-up communications after the launch.

Training Sessions: If you're providing training sessions, use the "Set Event Start Date/Time" action to mark the session's start. Then, use the "Wait for Event/Appointment Time" steps to send out session details, reminders a few days before the session, and last-minute reminders an hour before it starts. You can also schedule a follow-up email to share session recordings or materials.

Product Trials: For a product or service with a free trial period, you can set the trial expiration date as the event start date. Using the "Wait for Event/Appointment Time" steps, send reminders to users a week, three days, and one day before their trial expires, encouraging them to purchase the full version.

Sales or Promotions: If your business has a sale or promotion, set the start date/time of the sale as the event date. You can then schedule "Wait for Event/Appointment Time" steps to send out teaser emails, launch the sale, and send last-chance reminders as the sale ends.

Annual Checkups or Maintenance: If your business involves annual checkups or maintenance, like an HVAC business or a dentist's office, you can set each customer's next appointment date as the event start date. Then use the "Wait for Event/Appointment Time" steps to remind customers of their upcoming appointment and follow up afterward.

Project Deadlines: If you're managing a project with a specific deadline, you can use the "Set Event Start Date/Time" action to mark the deadline and then use the "Wait for Event/Appointment Time" steps to send out reminders or tasks to the team in the lead-up to the deadline.

How to use the Event Start Date Action?

Step 1: Add the Event Start Date/Time Action to Your Workflow

Navigate to the specific Workflow you want to modify.

Add the "Set Event Start Date/Time" action and prepare to customize the action.

Step 2: Customize the Event Start Date/Time

You usually have options for the type like Custom Field, Specific Date/Time, or Specific Day.

For Custom Fields, you can use pre-created Custom Date Field custom values to tell the workflow what event date you want to specify.

Please Note:

The "Set Event Start Date/Time" action often allows you to use a variety of date and time formats. Here are some formats that are commonly accepted:

MM-DD-YYYY HH:MM: This format includes the month (MM), day (DD), and year (YYYY), followed by the time in 24-hour format (HH:MM). For example, December 21st, 2021 at 8:30 AM would be written as 12-21-2021 08:30. 
DD-MMM-YYYY HH:MM: This format includes the day (DD), the abbreviated month (MMM), and the year (YYYY), followed by the time in 24-hour format (HH:MM). For example, October 21st, 2021 at 8:30 AM would be written as 21-OCT-2021 08:30.

Select the option you wish to use and fill out the necessary information. For example, if you select a specific date and time, you'll need to enter the exact date and time for the event.

Save the action to add it to your Workflow.

Step 3: Add a Wait for Event/Appointment Time Action

After setting the event start date/time, add a "Wait for Event/Appointment Time" action in your Workflow.

Set the action to wait until a certain number of days/hours/minutes before or after the event start date/time.

For example, if you set this to 2 days before, the Workflow will wait and send off the next action 2 days before the scheduled Event Start Date.

Please Note:

The Wait for Event/Appointment Time Action has some further configurations. 
Event / Appointment Time: This field typically relates to the event or appointment you've set with the "Set Event Start Date/Time" action. The "Wait for" action will hold until the specified time relative to this event or appointment. 
UNTIL - When: This configuration allows you to set the wait time until the next action occurs. This is based on a period of months, days, hours, and minutes. For example, you could set this to wait until 2 days and 3 hours before the event time. Values that exceed the max limit will be distributed to the larger units of time. For instance, if you input 60 minutes, it will be converted to 1 hour. 
IF THE TIMING OF THIS WAIT STEP IS ALREADY IN THE PAST, HOW SHOULD THE CONTACT PROCEED?: This configuration determines how the system should handle instances where the wait time is already past due. Options typically include: 
Move to the next step: The workflow will skip the wait and proceed to the next step in the workflow. 
Move to a specific step: The workflow will skip the wait and move to a specific step that you designate. 
Skip all outbound communication actions, till next wait or Event Start Date action: The workflow will skip any actions that involve sending communication (such as emails or SMS) until it encounters the next "Wait for Event/Appointment Time" or "Set Event Start Date/Time" action.

Save the action to confirm your changes.

Remember, these actions are repeatable within the workflow. You can add multiple "Wait for Event/Appointment Time" actions to create events leading to or following the Event Start Date.

FAQs

Q1: Can I use the "Set Event Start Date/Time" action for recurring events?

A1: Yes, it's typically possible to use this action for recurring events. You can set the Event Start Date/Time for the first instance and then use a "Go To" action to loop back to the start of the workflow for subsequent instances.

Q2: Can I set multiple Event Start Dates/Times in the same workflow?

A2: You can typically add multiple "Set Event Start Date/Time" actions within the same workflow. Each one could correspond to a different event or appointment, and you could then use corresponding "Wait for Event/Appointment Time" steps to create actions relative to each start date/time.

Q3: What happens if a contact enters the workflow after the Event Start Date/Time has passed?

A3: The behavior depends on your settings for the "Wait for Event/Appointment Time" action. If you set it to "Move to the next step" or "Move to a specific step", the contact would skip past the wait action. If you set it to "Skip all outbound communication actions, till next wait or Event Start Date action", they would skip outbound communication steps until they encounter the next wait or start date/time action.

Q4: Can I use the "Set Event Start Date/Time" action without a corresponding "Wait for Event/Appointment Time" action?

A4: It wouldn't be very useful when you could technically set an event start date/time without a subsequent "Wait for Event/Appointment Time" action. The main purpose of the "Set Event Start Date/Time" action is to establish a point in time that other actions can refer to.

Q5: If my workflow settings are set to respect Contact time zones, how does that affect the "Set Event Start Date/Time" action?

A5: If your workflow management tool supports time zones, you would typically set the Event Start Date/Time in your time zone, and the tool would then adjust it based on each contact's time zone. If the workflow doesn't have time zone information for a contact, it would typically use your account's time zone by default.

Category	Examples	Notes
High-risk financial services	Payday loans Short-term high-interest loans Third-party auto loans Third-party mortgage loans Student loans Cryptocurrency	"Third-party" means originating from any party other than the one which will service the loan.
Third-party lead generation services	Companies that buy, sell, or share consumer information.
Debt collection or forgiveness	Third-party debt collection Debt consolidation Debt reduction Credit repair programs	"Third-party" means originating from any party other than the one owed the debt. For example, a hospital could send messages regarding bills for its patients, assuming they opted-in to receive messaging.
"Get rich quick" schemes	Work-from-home programs Risk investment opportunities Pyramid schemes	This differs from outreach about employment due to compliant opt-in practices, messages from brokerages to their members, investment news alerts, or other investment-related messages.
Illegal substances	Cannabis (United States) CBD (United States) Prescription drugs	Cannabis is federally illegal in the United States. Cannabis businesses will not be permitted to use SMS/MMS messaging in the U.S., regardless of message content. CBD is federally legal but not in some U.S. states, so U.S. carriers do not permit messaging related to CBD. Offers for drugs that cannot be sold over the counter in the U.S./Canada are forbidden.
Gambling	Casino apps Gambling websites	Gambling traffic is prohibited in the U.S. and Canada on all number types (Toll-Free, Short Code, and Long Code).
"S. H.A.F.T." use cases	Sex Hate Alcohol Firearms Tobacco	While Tobacco traffic is prohibited on Toll-Free, it is allowed on Short or Long Code, as long as proper age-gating procedures are in place. Alcohol traffic is allowed on Toll-Free (U.S. only), Short Code, and Long Code, as long as proper age-gating procedures are in place. Firearms and Vaping-related traffic are prohibited.

Best Practice	Examples
Consistency in brand, website, and sample messages	If your brand name is Acme, your website is www.acme.com, but your sample messages say, “Here’s your one-time passcode for logging into www.contoso.com,” your campaign will be rejected.
Consistency in sample messages and use cases	If you register a marketing campaign but sample messages say, “Here’s your one-time passcode: 123456”, your campaign will be rejected.
Consistency in email domain and company name	Your campaign will be rejected if you register a brand as LeadConnector Inc but provide an email address with the gmail domain names. Note that this check only applies to large, well-known corporations that should have dedicated email domains*
Make sure you submit real, working websites.	Indicating that your customers opt-in to your messages via the website, but providing a website address that does not work, will lead to campaign rejection.
Make sure the brand you register is the actual brand that you’re sending messages for	If ISV customers register a brand with your company’s information (e.g., a company that provides the tech for dental offices) but end up sending messages for your customers (e.g., individual dentist practices), your campaign will be rejected.
Make sure you create as few duplicative brands and campaigns as possible	Excessive brands with the same EIN and excessive campaigns with the same campaign attributes may be seen as high-risk and may result in campaign rejection
If you wish to send templated messages, please indicate the templated fields in sample messages with brackets to help reviewers better identify which parts are templated.	For example, please write, “Dental check due for [Mary Doe], Visit [www.contoso.com] to schedule an appointment or call [123-456-7890]”

Day	Limit [SMS]
1	250
2	500
3	750
4	1000
5	1250
6	1500
7	1750
8th Day & Ongoing	5000

Response Code	Code Description	Remediation
30005	User Inactive/Number does not exist	Enable Temporary DND
30003	Unreachable- Out of Service	Enable Temporary DND
30004	Do not want SMS/DND enabled	Enable Permanent DND
30006	Landline/Incapable to receive SMS	Enable Temporary DND
30008	None of the above scenarios matched	Do nothing

Trigger	Filter	Options at Filter Level	Sub-Filter Level 1	Options at Sub-Filter Level 1	Operators
Payment Received	Payment Source	Invoice	Sub-Source	Text2Pay link	is, is not
				One-time invoice
				Recurring template
		Funnel/ Website	Sub-Source	One-step order form
				Two-step order form
				Upsell
			Transaction type	Customer present/first transaction
			Transaction type	Customer not present/subscription transaction
		Calendar	Calendar	Calendar names
	Global Product	Global product Names	Price	Prices Names as per selected Global Product
	Payment status	Success	---
		Failed

If/Else Option	Action	Operator	Options
Payment	Product	is, is not	Global product Names
	Funnel/Website		Funnel/Website names
	Calendar		Calendar names
	Source		Invoice, Funnel, Website, Calendar
	Payment status		success/failed
	Amount	Equal to, is not equal to, Greater than, Greater than or equal to, Less than, Less than or equal to, is not empty, is empty.	Amount paid

Custom Values Category	Custom Values Name (Custom Value Group Name)	Custom Values within Group	Value
Payment	Source		{{payment.source}}
	Currency Symbol		{{payment.currency_symbol}}
	Currency Code		{{payment.currency_code}}
	Customer (Custom Values Group)	ID	{{payment.customer.id}}
		First Name	{{payment.customer.first_name}}
		Last Name	{{payment.customer.last_name}}
		Name	{{payment.customer.name}}
		Email	{{payment.customer.email}}
		Phone	{{payment.customer.phone}}
		Full Address	{{payment.customer.address}}
		City	{{payment.customer.city}}
		State	{{payment.customer.state}}
		Country	{{payment.customer.country}}
		Postal Code	{{payment.customer.postal_code}}
	Invoice (Custom Values Group)	Name	{{payment.invoice.name}}
		Number	{{payment.invoice.number}}
		Issue Date	{{payment.invoice.issue_date}}
		Due Date	{{payment.invoice.due_date}}
		URL	{{payment.invoice.url}}
		Recorded By	{{payment.invoice.recorded_by}}
	Sub-Total		{{payment.sub_total_amount}}
	Discount Amount		{{payment.discount_amount}}
	Coupon Code		{{payment.coupon_code}}
	Tax Amount		{{payment.tax_amount}}
	Created On		{{payment.created_on}}
	Total Amount		{{payment.total_amount}}
	Transaction ID		{{payment.transaction_id}}
	Status		{{payment.payment_status}}
	Gateway		{{payment.gateway}}
	Card Last 4 Digits		{{payment.card.last4}}
	Card Brand		{{payment.card.brand}}
	Method		{{payment.method}}

	Format	Maximum File Size	Aspect Ratio	No. of Images	MultiMedia
Pinterest	PNG JPG	10MB		1 Image	Not Allowed
Facebook Pages	PNG JPG GIF	10MB	Recommended - need to keep the Width*Height - 1280 x1080 Minimum 600 x 315 pixels	Unlimited Image(s) - Recommend to post 10 Image(s) or less	Not Allowed
Instagram Business Profile	PNG JPG	8MB	Square, or between 1.91:1 and 4:5 Landscape: 1080 x 566 pixels Portrait: 1080 x 1350 pixels Square: 1080 x 1080 pixels	10 Image(s)	Multimedia format is allowed for carousal- can add image(s) and video(s) together.
Linkedin Profile and Pages	PNG JPG GIF	8MB	Maximum 6012 pixels x 6012 pixels	9 Image(s)	Not Allowed
Twitter	PNG JPG GIF	5MB	Recommended - need to keep the Width*Height - 1280 x1080	4 Image(s)	Not Allowed
Tiktok	-	-	-	-
GMB	PNG JPG	5MB	Must be greater than WidthHeight - 720720 Maximum WidthHeight - 30003000	1 Image	Not Allowed

	Format	Maximum File Size	Duration	Aspect Ratio	No. of Video	MultiMedia
Pinterest	MP4 MOV WEBM	1 GB	4 sec - 5 mins	Aspect Ratio: 9:16 (full-bleed videos), 1:2, 2:3, 3:4, 4:5, or 1:1 Video Encoding: H.264 or H.265	1 Video	Not Allowed
Facebook Pages	MP4 MOV	1 GB	1 sec - 20 mins	Between 16:9 and 9:16	1 Video	Not Allowed
Instagram Business Profile	MP4 MOV	100 MB	3 sec - 60 sec	Between 4:5 and 16:9 Video Width - upto 1920 px	10 Video(s)	Multimedia format is allowed for carousal- can add image(s) and video(s) together
Linkedin Profile and Pages	MP4 MOV	200 MB	3 sec - 30 mins	Between 1:2.4 and 2.4:1	1 Video	Not Allowed
Twitter	MP4 MOV	512 MB	0.5 sec - 140 sec	Between 1:3 and 3:1	1 Video	Multimedia format is allowed
Tiktok	MP4 MOV WEBM	1 GB	3sec - 180 sec	540 pixel resolution Minimum height 360 px and Maximum height 4096 px	1 Video	Not Allowed
GMB	-	-	-	-	-	Not Allowed

Getting Started Category

Google Business Profile

How to Connect Your Google My Business (GM)

Quick Start Guides

LeadConnector Mobile App Quick Start Guide

Managing Conversations: A Quick Start Guide

The Marketing Area Quick Start Guide

Managing Payments Quick Start Guide

Reputation Management Quick Start Guide

Payments Category

Funnels & Websites Category

WordPress

How to point your domains or subdomains to your WordPress Site?

How to point your domains or subdomains to your WordPress Site

WordPress - Adding Domains for your site

WordPress - Adding Domains for your site

How to Add Domains in the WordPress Dashboard

How to Add Domains in the WordPress Dashboard

Digital Products

How to add a product to a funnel or website

How to set up your very own Customizable 404 Error page?

Funnels & Websites Builder

Funnel Analytics

Events

Creating a New Facebook Pixel

Steps to Create Your Access Token

Reputation & Review Management

Online Listings

1. Accessing the Review Widget Customisation Tool

2. Layout Tab: Configuring Widget Structure

3. Content Tab: Editing Widget Header and Description

4. Appearance Tab: Choosing Themes and Colours

5. Settings Tab: Fine-Tuning Widget Behaviour

6. Saving, Naming, and Managing Your Widgets

Conclusion

Reporting a Google Review from within the Conversation tab

Checking the status of existing Reviews you have Reported

Step 1: Access Settings in Reputation tab

Step 2: Set a Review Link for sending out Emails/SMS

Step 3: Set a Review Link for in the Email Builder

Phone Category

LeadConnector Phone

How to Apply for SHAKEN/STIR

1. Click on the "Start Registration" Button:

2. Enter a friendly name for the profile, confirm the authenticity, and click Sumit.

3. You will get the success message for the submission.

FAQ

How will phone numbers be linked to the SHAKEN/STIR Profile?

Where to access the phone number settings:

Number Name

Forwarding Number

Pass Called Number As Caller ID

Enable Call Connect

Whisper Message

Call Recording

Call Timeouts

Inbound timeout:The amount of time (in seconds) the system lets the inbound call ring before being dropped or forwarded to a voicemail (personal voicemail or pre-recorded voicemail within the CRM).

FAQ

If Inbound/outbound timeout is blank, what is the default behavior?

A step-by-step guide to purchasing a business phone number

1. Click on Settings

2. Click on Phone Numbers

3. Purchase Phone Number

Relevant Help Docs

Forbidden message categories for SMS/MMS in the U.S./Canada

My use case is listed as forbidden. What can I do?

Approved campaign example

Forbidden use cases will result in Campaign rejection.

Opt-In Guidelines

For the checkbox consent, You can type something like this as an example:

Ensure data accuracy and consistency.

Best Practice

Examples

Ensure your use case involves consumer consent before sending messages

Best Practice

Examples

What can I do if my campaigns are rejected?

Covered in this Article

LC - Phone Messaging Policy

How We Handle Violations?

Inbound timeout:
The amount of time (in seconds) the system lets the inbound call ring before being dropped or forwarded to a voicemail (personal voicemail or pre-recorded voicemail within the CRM).