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Getting Started Guide
- Getting Started Guide
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FAQ's
- Daily Email Sending Limit Restriction
- How to get my daily email limit increased?
- How to add a reply-to email?
- How to check for email opens, link clicks replies and perform an action?
- Can we remove the address from the footer of the emails?
- Can we remove the Unsubscribe link from the footer of the emails?
- What are Branded Emails?
- Can we remove EngageBay branding from the emails?
- What are Hard Bounces and Soft Bounces?
- Why are my users not able to view the contacts?
- How to send follow up emails?
- How to update address in the footer of the emails?
- Why do my completed tasks don't appear?
- Why does embedded YouTube video on landing page doesn't work?
- Why do sequence stats doesn't update after adding the contacts to the sequence?
- Email broadcast shows I have reached my daily limit. Why?
- What is Email Validation and how do I validate my contacts/lists?
- How to export contacts?
- How to remove contacts from a static list?
- How do I find hard bounces / soft bounces / spam complaints / unsubscribed contacts?
- Where can I find my invoices and how to add my address information to the invoice?
- How to remove contacts from a sequence?
- How to get a pdf downloaded after the form is submitted?
- How to remove contacts from the Automation?
- How to remove contacts from the Workflow?
- What is an ACL?
- How do I remove the email id that is used to send emails?
- Why do the emails that I test have EngageBay Inc as the sender name?
- How to move contacts from one list to another list?
- Why am I unable to add a user?
- Why does my landing pages doesn't look good on mobiles?
- How to create a list of 100 contacts?
- How to export deals?
- How to send Resubscribe email?
- How to find all the Opens from an email broadcast and add them to a static list?
- How to use Scheduler Node?
- How to find the contacts who clicked on a link and add them to a list or add a tag?
- How to create a ticket from the form submission?
- How to install EngageBay Chrome extension?
- How to add score based on email opens and link clicks?
- How to remove contact from a sequence automatically when the subscriber replies?
- How to use LinkedIn integration to scrape contacts in EngageBay?
- Why does the reCAPTCHA shows the error message?
- How to find the contacts who opened the emails and the ones who haven't opened the emails?
- How to embed calendar on the landing page or website?
- How to send Birthday/Anniversary Greetings?
- About Reseller Program
- How to add a GSuite account that shows the error -"App Blocked" ?
- How do I merge contacts?
- What are the definations for link tracking in email campaigns?
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Sales Module
- Difference between Smart and Static list
- How to create custom fields
- How to create lists
- How to add products
- How to create or import companies
- Difference between automation and workflows
- How to add deals
- How to change the view on task and deals
- How to create custom deal tracks
- How to filter contacts
- How to configure the calendar
- How do I customize the calendar URL and the calendar page
- How to create tasks
- How to create task types and statuses
- How to create Proposals
- How to set up 2-way sync with your email account
- How do I generate reports
- How do you create automation on sales
- Where can I customize the confirmation email
- How to create or import contacts
- How can I create slots
- How to send reminder emails for appointments
- How to perform bulk actions
- How do you create workflows
- How to filter deals
- How to create a sequence on the sales module
- How do I access deleted contacts and others
- How to upload my files that can be attached to emails
- What is Lead Score
- How to search for contacts
- How to save filters
- How do I use the saved filters
- How do I customize the columns I want to see on the contacts list
- What type of Bulk Actions can I perform, and how
- How do I sort contacts
- How many types of custom fields can I create and use
- How do I duplicate a contact
- How do I edit a contact
- How do I choose the fields I want to see on the contact form
- How do I customize the columns I can see on Deals
- How do I sort deals
- What kind of bulk actions can I perform on Deals
- What kind of automation can I execute on the sales module
- What are the different triggers and how does each of them work
- What are the different actions and conditions under the CRM & Sales tab of the automation builder
- Explain what each of these actions and conditions does
- What are Activities
- How do I see users activities on the system
- What kind of custom reports can we generate
- How do we access the reports
- How to import Deals
- Creating Appointment Links
- How to setup Call Scripts
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Marketing Module
- How to create or import contacts
- How to create lists
- Difference between Smart and Static list
- How to create forms
- Can I import my own code to create a landing page
- Difference between Inline and Pop up forms
- How do I add the form to the website
- How to build landing pages
- How do I customize the URL of the landing page
- How do I add a form to the landing page
- How do I create a video template
- How do I create email templates
- Can I import my own code to create a template
- How can I see contacts that submitted a form
- How do I use the email or video templates I created
- What is a Broadcast, and how do you create one
- What is an A/B broadcast, and how I create one
- What is an RSS broadcast and how to set it up
- How do I duplicate a broadcast
- How can I check for opens and other stats
- Can I resend the email to the ones who did not open the email
- Can I schedule a time for the emails to be sent at
- What is an email sequence
- How to create a Sequence
- How do I duplicate a sequence
- How do I check the stats for a sequence
- What is automation
- What is a workflow
- Difference between automation and workflows
- What are the different triggers you can use on an Automation
- What are actions and conditions and how to use them
- How to run an SMS broadcast
- How do I add my social media accounts
- How to schedule posts to social media
- What kind of reports can I generate
- How to add reports to the marketing dashboard
- What are sticky bars
- What are site messages
- What is a web rule
- How do I set up Push notifications
- How do I personalize my emails
- Can I send emails directly to a contact
- How does Web Analytics work
- What is custom domain
- How to remove a contact from an automation
- What are the different options on forms
- What can I do on the Change text tab
- What is Look & Feel
- What are fields
- What are temporary fields
- What are hidden fields and how do I use them
- What Is a Validation pattern
- What are the different options on the Settings tab of the Inline form
- What is Style on popup forms
- What is Call to Action on popup forms
- What are the different options on the Settings tab of the popup form
- How do I enable reCaptcha for my forms?
- Other options under settings
- What are the different types of Content I can use on landing pages
- What are blocks on the landing page builder
- Can I save a block and reuse it on another page
- What are views, unique views, contact, and conversions
- What is a category for email template
- What are blocks on template builder
- What are the different types of Content I can use on templates
- What is select filter on broadcasts
- What do I exclude lists from a sequence
- Can I change the order of emails on the sequence
- What are the different triggers for marketing automation and how do they each work
- What are the different actions and conditions on the Contact Tab of the automation builder
- What are Activities under marketing
- What kind of reports can be generated under marketing
- How do I access the reports
- How to add tags
- How to add contacts to the sequence?
- How to create Site Messages?
- How to create sticky bars
- Automations in EngageBay
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Marketing Documentation
- Marketing Reports in EngageBay
- Contact Management in EngageBay
- Forms in EngageBay
- Landing Pages in EngageBay
- Lists in EngageBay
- Templates in EngageBay
- Campaigns in EngageBay
- EngageBay Social Suite
- EngageBay File Repository
- Push Notifications in EngageBay
- Site Messages in EngageBay
- Sticky Bars in EngageBay
- Web Rules in EngageBay
- Activities in EngageBay
- SMS logs in EngageBay
- Trash in EngageBay
- Sales reports in EngageBay
- Companies in EngageBay
- Deals in EngageBay
- Tasks in EngageBay
- Calendar in EngageBay
- Workflow in EngageBay
- Sequences in EngageBay
- WhatsApp conversations in EngageBay
- Products Page in EngageBay
- Proposals in EngageBay
- Service Desk in EngageBay
- Help Center in EngageBay
- Livechat in EngageBay
- Preferences in EngageBay
- Account Settings in EngageBay
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Service Module
- How to set up the service module
- How to create a support group
- How do I receive tickets on the service module
- How do I choose who the ticket is assigned to
- How do I assign the ticket to another user
- How to change the ticket priority or type
- What are Views and how it would help
- How to set up automation on the service module
- What would each of the triggers on service automation allow?
- What is a Macro and how is it different from automation?
- How do I execute a Macro
- What are canned responses
- How do I use a canned response
- How do I add more ticket types, statuses, and priorities
- How do I set up my help center
- How to add articles to the help center
- How do I publish the articles
- What is a collection?
- How do I customize the look and feel of the help center
- How do I customize the URL of the help center
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Live Chat
- How do I enable the chat widget
- Where do I receive the chat and how can I answer them
- Can I receive notifications when a new chat is received
- What details can I ask for before someone initiates a chat
- Can I customize the chat widget
- Can I disable the chat during non business hours
- How can I define my business hours
- Can I send an email with the transcript once the chat ends
- What are shortcuts and how do I use them
- Can I show the chat widget when someone clicks on a button on the website
- How to enable chatbot?
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Other Settings
- How to Sync data
- How to integrate with Whatsapp
- How to delete the account
- How to set up telephony integration
- How do I integrate my Zoom account
- What is a Smart BCC
- Integrating DocuSign with Engagebay
- How to add an email signature
- How to integrate Google/Outlook/Office 365 calendars
- How to authenticate your domain by adding DKIM/SPF
- What is Vanity URL and How to set it up?
- Integration with Zero bounce & Validating the contacts
- How do I enable Hubspot Sync?
- Invite your team
- Customize account default settings
- Connect apps to your EngageBay account
- Set up your EngageBay account
- Market your business with EngageBay
- Manage your CRM database
- Generate sales
- Support your customers with EngageBay
Getting Started Guide
Articles to help you get started with the basics
1 articles in this collection
Written by Bob Smith
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