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