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- Getting Started Guide
-
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?
- How to do a call broadcast (Auto Dialer)?
- How do I make calls with EngageBay?
- How do I add a From Email?
- How to integrate with SIP?
- How do I cancel my subscription?
- How do I verify the from email address?
- How do I integrate with Facebook to sync leads?
- Does deleting a list will also delete the contacts from the account?
- How can I add Google Tracking Code / Facebook Pixel Code on the landing pages?
- How do I remove the EngageBay branding from the forms and landing pages?
- How do I change currency on my account?
- How do I change the timezone on the account?
- My account is locked. It says too many login attempts. What should I do now?
- How can I setup default font size, font face and font color on the account?
- How to reduce hard bounces?
- What is conversational Inbox and how do I enable it?
- How do I hide live chat from one of the pages on the website?
- Where can I add social media links that appears automatically on email templates?
- How do I add a contact to the automation?
- How to change the contacts or deals or companies owner?
- How to add a default country code for phone numbers on the account?
- How do I exclude or stop some contacts from sending emails through the account?
- How to create categories under Products?
- How do I duplicate a landing page?
- How do I duplicate a form?
- How do I sync my emails to EngageBay?
- How to change positions of the custom fields or fields on the contact form?
- How many lists can I add on my account?
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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 contacts 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
-
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
-
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
-
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
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Live Chat
Help Articles for Live Chat
11 articles in this collection
Written by Bob Smith
How do I enable the chat widget
Steps to enable Live Chat on the website
Written by Bob Smith
Updated over
year ago
Where do I receive the chat and how can I answer them
Answering chats
Written by Bob Smith
Updated over
year ago
Can I receive notifications when a new chat is received
Enabling notifications when a new chat is received.
Written by Bob Smith
Updated over
year ago
What details can I ask for before someone initiates a chat
Asking details before someone initiates a chat
Written by Bob Smith
Updated over
year ago
Can I customize the chat widget
Customize the chat widget
Written by Bob Smith
Updated over
year ago
Can I disable the chat during non business hours
Steps to disable chat during non business hours
Written by Bob Smith
Updated over
year ago
How can I define my business hours
Defining business hours
Written by Bob Smith
Updated over
year ago
Can I send an email with the transcript once the chat ends
Sending an email with the transcript once the chat ends
Written by Bob Smith
Updated over
year ago
What are shortcuts and how do I use them
Create shortcuts for live chat and use them
Written by Bob Smith
Updated over
year ago
Can I show the chat widget when someone clicks on a button on the website
Show chat widget on a button click on the website
Written by Bob Smith
Updated over
year ago
How to enable chatbot?
Enable chatbot
Written by Bob Smith
Updated over
year ago
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