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