How to create or import contacts

Creating or importing contacts via CSV file.

Written by Bob Smith

Updated over year ago

How to create lists

Creating Lists

Written by Bob Smith

Updated over year ago

Difference between Smart and Static list

Written by Bob Smith

Updated over year ago

How to create forms

Creating forms to capture leads data

Written by Bob Smith

Updated over 6 months ago

Can I import my own code to create a landing page

Creating landing page using your own code

Written by Bob Smith

Updated over year ago

Difference between Inline and Pop up forms

Difference between Inline and Pop up forms

Written by Bob Smith

Updated over year ago

How do I add the form to the website

Adding a form to the website

Written by Bob Smith

Updated over year ago

How to build landing pages

Building creative landing pages using a landing page builder

Written by Bob Smith

Updated over year ago

How do I customize the URL of the landing page

Customizing the URL of the landing page with your domain

Written by Bob Smith

Updated over year ago

How do I add a form to the landing page

Adding a form to the landing pages to capture lead data

Written by Bob Smith

Updated over year ago

How do I create a video template

Creating a video template

Written by Bob Smith

Updated over year ago

How do I create email templates

Creating email templates that can be used in the emails

Written by Bob Smith

Updated over year ago

Can I import my own code to create a template

Importing your own code to create a template

Written by Bob Smith

Updated over year ago

How can I see contacts that submitted a form

View contacts that submitted a form

Written by Bob Smith

Updated over year ago

How do I use the email or video templates I created

Using the email and video templates in the emails

Written by Bob Smith

Updated over year ago

What is a Broadcast, and how do you create one

Creating an email broadcast to send emails

Written by Bob Smith

Updated over year ago

What is an A/B broadcast, and how I create one

Creating A/B broadcast

Written by Bob Smith

Updated over year ago

What is an RSS broadcast and how to set it up

Creating a RSS broadcast

Written by Bob Smith

Updated over year ago

How do I duplicate a broadcast

Duplicate a broadcast

Written by Bob Smith

Updated over year ago

How can I check for opens and other stats

Checking for opens and other stats in an email broadcast

Written by Bob Smith

Updated over year ago

Can I resend the email to the ones who did not open the email

Resending Broadcast emails to the ones who didn't open the email

Written by Bob Smith

Updated over year ago

Can I schedule a time for the emails to be sent at

Scheduling emails

Written by Bob Smith

Updated over year ago

What is an email sequence

About email sequence

Written by Bob Smith

Updated over year ago

How to create a Sequence

Creating an email sequence

Written by Bob Smith

Updated over 9 months ago

How do I duplicate a sequence

Duplicate a sequence

Written by Bob Smith

Updated over year ago

How do I check the stats for a sequence

Checking Stats of a sequence

Written by Bob Smith

Updated over year ago

What is automation

About Automation

Written by Bob Smith

Updated over year ago

What is a workflow

About Workflow

Written by Bob Smith

Updated over year ago

Difference between automation and workflows

Difference between automation and workflows

Written by Bob Smith

Updated over year ago

What are the different triggers you can use on an Automation

Different triggers that can be used in the Automation

Written by Bob Smith

Updated over year ago

What are actions and conditions and how to use them

Using actions and conditions in the Automation

Written by Bob Smith

Updated over year ago

How to run an SMS broadcast

Create and run a SMS broadcast

Written by Bob Smith

Updated over year ago

How do I add my social media accounts

Adding social media acounts

Written by Bob Smith

Updated over year ago

How to schedule posts to social media

Schedule posts to social media

Written by Bob Smith

Updated over year ago

What kind of reports can I generate

Generating reports

Written by Bob Smith

Updated over year ago

How to add reports to the marketing dashboard

Adding reports to the Marketing dashboard

Written by Bob Smith

Updated over year ago

What are sticky bars

About Sticky bars

Written by Bob Smith

Updated over year ago

What are site messages

About Site Messages

Written by Bob Smith

Updated over year ago

What is a web rule

About Web rules

Written by Bob Smith

Updated over year ago

How do I set up Push notifications

Set up push notifications

Written by Bob Smith

Updated over year ago

How do I personalize my emails

Personalize emails using merge fields

Written by Bob Smith

Updated over year ago

Can I send emails directly to a contact

Sending one-one emails directly to a contact

Written by Bob Smith

Updated over year ago

How does Web Analytics work

Working of Web Analytics

Written by Bob Smith

Updated over year ago

What is custom domain

About custom domain

Written by Bob Smith

Updated over year ago

How to remove a contact from an automation

Removing a contact from an automation

Written by Bob Smith

Updated over year ago

What are the different options on forms

Different options on forms

Written by Bob Smith

Updated over year ago

What can I do on the Change text tab

Change text tab of the inline form.

Written by Bob Smith

Updated over year ago

What is Look & Feel

Look & Feel in the inline forms

Written by Bob Smith

Updated over year ago

What are fields

About fields on the form

Written by Bob Smith

Updated over year ago

What are temporary fields

About Temporary fields on forms

Written by Bob Smith

Updated over year ago

What are hidden fields and how do I use them

About Hidden fields and the way to use them on forms

Written by Bob Smith

Updated over year ago

What Is a Validation pattern

About Validation Pattern and where to use it

Written by Bob Smith

Updated over minute ago

What are the different options on the Settings tab of the Inline form

Different options on the settings tab of the Inline form

Written by Bob Smith

Updated over year ago

What is Style on popup forms

About Style tab on the popup form

Written by Bob Smith

Updated over year ago

What is Call to Action on popup forms

About call to action on popup forms

Written by Bob Smith

Updated over year ago

What are the different options on the Settings tab of the popup form

Different options on the settings tab of the popup form

Written by Bob Smith

Updated over year ago

How do I enable reCaptcha for my forms?

Enable reCaptcha for forms

Written by Bob Smith

Updated over 4 months ago

Other options under settings

A few other options under Settings of the popup form

Written by Bob Smith

Updated over year ago

What are the different types of Content I can use on landing pages

Different types of content that can be use on the landing pages

Written by Bob Smith

Updated over year ago

What are blocks on the landing page builder

Different blocks on the landing page builder

Written by Bob Smith

Updated over year ago

Can I save a block and reuse it on another page

Saving a block and resuing it on another landing page.

Written by Bob Smith

Updated over year ago

What are views, unique views, contact, and conversions

Views, Unique Views, contacts and conversions on the landing pages

Written by Bob Smith

Updated over year ago

What is a category for email template

Category for email template

Written by Bob Smith

Updated over year ago

What are blocks on template builder

Blocks on template builder

Written by Bob Smith

Updated over year ago

What are the different types of Content I can use on templates

Different types of contact that can be used on the templates

Written by Bob Smith

Updated over year ago

What is select filter on broadcasts

Select filter on broadcasts and when it is used.

Written by Bob Smith

Updated over year ago

What do I exclude lists from a sequence

Exclude lists from a sequence

Written by Bob Smith

Updated over year ago

Can I change the order of emails on the sequence

Changing order of emails on the sequence

Written by Bob Smith

Updated over year ago

What are the different triggers for marketing automation and how do they each work

Different triggers for Marketing automation and how do they each work

Written by Bob Smith

Updated over year ago

What are the different actions and conditions on the Contact Tab of the automation builder

Different actions and conditions on the Contact Tab of the automation

Written by Bob Smith

Updated over year ago

What are Activities under marketing

Activities under marketing

Written by Bob Smith

Updated over year ago

What kind of reports can be generated under marketing

Types of reports that can be generated under Marketing

Written by Bob Smith

Updated over year ago

How do I access the reports

Accessing reports

Written by Bob Smith

Updated over year ago

How to add tags

Adding tags to contacts, companies, deals, managing tags using tag manager

Written by Bob Smith

Updated over year ago

How to add contacts to the sequence?

Adding contacts to the Sequence

Written by Bob Smith

Updated over year ago

How to create Site Messages?

Creating Site Messages

Written by Bob Smith

Updated over year ago

How to create sticky bars

Creating Sticky Bars

Written by Bob Smith

Updated over year ago

Automations in EngageBay

This guide will tell you all about how to create and run Automations in EngageBay

Written by Roy

Updated over 11 months ago