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Marketing Module
What is custom domain
Getting Started Guide
Getting Started with EngageBay
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)?
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
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 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?
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
What is custom domain
About custom domain
Written by Bob Smith
Updated over
year 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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