Understand objects, records, and properties

The main components of the EngageBay CRM are objects, records, and properties.

  • Objects: represent the different types of relationships and processes your business has. All EngageBay accounts use five standard objects: contacts, companies, deals, products and tickets. There are additional objects, such as conversations, proposals, and depending on your EngageBay Subscription. All objects use the same framework, which enables you to segment or report on them.
  • Record: a single instance of an object, where you can store information in properties and track interactions. You can associate records between objects to understand how they are related.
  • Properties: the different fields where you can store information on a record. There are default properties included in your account for each object, but you can also create custom properties based on your business needs.

For example, Bob Smith is a contact record and his email address, [email protected] is stored in the Email contact property. His company, Orange Inc., is a company record, which is associated with the Bob Smith contact record. As Bob interacts with your sales and support teams, you can create and associate deals and tickets with both Bob and his company. You can also log any interactions you’ve had with Bob, such as emails and calls, on the records.

Create and import records

Records can be added to EngageBay in multiple ways. You can manually create them or import them in from a CSV file. 

Creating Lists

Lists are an important part of your marketing activity. Apart from email sends, lists can help you identify how many contacts in your database have certain traits in common. Simply put, they are the first layer of segmentation.

You use tags to segment your lists, and you use custom fields to get even more granular and targeted than you can with tags.