EngageBay Frequently Asked Questions

Question: What is EngageBay?

Answer: EngageBay is the world’s number 1 affordable all-in-one marketing, sales and support CRM software that supports over 29500 growing companies around the world. EngageBay helps company to acquire web visitors through customizable engagement campaigns with automated email management features for better customer service, nurture them into happy customers by following up on their order status or product enquiries in real time using live chat options or telephone conversations. You can also get creative and develop your own unique touchpoints such as SMS messages based on triggers like abandoned cart events etc., so you can grow business 5x faster than before!

Question: How do I create an email broadcast?

Answer: On your dashboard hover your mouse over the ‘Campaigns’ tab then click on the ‘Email Broadcasts’ button. Click on the ‘Create Broadcast’ button to start and name your broadcast. Set a subject line, choose if it will come from an email address or just plain text for sender information, set who needs to receive this message by choosing All Contacts or specifying a list of contacts or filtering based off different criteria. Once finished with that step hit ‘Next Step’ so you can get into what content goes in this campaign!

Question: How do I create an email sequence?

Answer: On the EngageBay dashboard, hover your mouse over ‘Campaign’ tab and choose ‘Sequences’. Click on the ‘create sequence’ button to create a sequence. Name your sequence then you can work on creating an email for that particular section of messages in the pre-determined order. You may format or personalize it as much as you like with different colors and graphics! Under ‘Settings’ tab, select from email and schedule when each sequence will be sent. You’ll also have a chance to exclude any contacts that meet certain criteria with ease. Once you’re satisfied with all settings, press save on the bottom right corner to make it happen! Just one more thing- if there are still other emails left for sequencing under same address (same name), then feel free to Add Email at the top.

Question: What is a Smart List?

Answer: A Smart List contains a group of contacts who share some common interest, age-group or location. When you create the list with any filter in mind such as interests, country etc., it updates automatically when new members are added that satisfy these same filters. It is simply just making groups based on certain criteria and then updating those lists for your marketing campaign!

Question: What is a Workflow?

Answer: Workflow is a set of repetitive activities that comprise the process of performing a task from initiation to completion. Identifying these processes in your business and having them automated or handled by an outside company would greatly increase efficiency for any business owner. EngageBay provides you with this platform, so you can create workflows with ‘Actions’ (or conditions) which automatically interact together as well as being triggered manually, allowing complete automation within one’s workflow!

Question: What are Companies and how do I use them?

Answer: Engagebay is a business-to-business social media platform that allows companies to monitor and organize data of their dealings with other established businesses. EngageBay’s company feature makes your work more efficient by allowing you to closely follow every aspect involved in the complex process, including segmentation and organizing relevant information for easy access when needed most. You can store company details such as: Name, Domain, Address, Activites, Deals, Tasks, Emails, Events, Notes and more...

Question: How do I use Deals?

Answer: Deals are a common thing in any business. Whether you’re selling products or providing services, there’s always some kind of agreement that suits both parties’ needs. Deals involve lots and lots of detail; they can be related to series of tasks which need completion - often with two people involved on each side as well as the company(s) themselves! There will be communications through different channels like emails and phone calls. EngageBay’s deals feature is a great way to keep everyone on the same page. You can easily document all of your data and organize it in easy-to-read reports that are segmented by party involved, making monitoring efficient for any type of deal!

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Other Hyperise Integration options

Chatbot
Direct Mail
Email Marketing
Event Management
LinkedIn Automation
Marketing Automation
Membership
Recruitment
Sales Automation
Scheduling
Video
Website
Workflow Automation