Welcome To the Engagent Support Portal
Please watch the videos or use a support option below
Support Portal
Engagent
Welcome to the Engagent support portal. Below you'll find our training and support videos for the fastest, easiest assistance.
If you still need additional support, please submit a ticket below.
QUICK START
Platform Overview
Dashboard Overview
Navigation Overview
Launchpad Integrations
QUICK START
Business Setup
Launchpad - Integrate Your Social Media.
Other Integrations
Download The App
Lead Connector overview
Adding Users, Restrictions
Custom Values
Adding A Phone Number
Adding A Domain
Gmail Sync
Trust Center
CRM CONFIGURATION
CRM Overview & Navigation
Bulk Importing & Exporting Contacts
Deleting A Contact & Restoring Deleted Contacts
Adding A Contact
Adding A Company
Smart Lists
CRM Filters
Bulk Adding To Campaigns, WorkFlows
Custom Fields
Bulk Sending SMS & Emails
Adding and Using Tags
Documents
Media Storage
WEBSITE &FUNNEL BUILDER
Differences in a Funnel or Website
Website & Funnel Builder Overview
Sections, Rows, Elements
Margins & Padding
Adding Elements to Your Page
Creating Templates and Global Areas
Brand Boards
Building A Form
Building A Survey
QR Code Generator
Connecting a Domain To Your Funnel Or Website
Building the Navigation For Your Website
Importing a Clickfunnel's Funnel
SEO Metadata On Each Page
Adding Tracking Code to Your Site
Add a blog
Adding a blog entry
Split Testing
Funnel organization
Funnel page navigation
Wordpress Navigation
Wordpress - Connect a domain
Cookie Consent
URL Redirects
WORKFLOWS & AUTOMATION
What is a Workflow?
Workflow Tools
Creating a Workflow
Triggers
Troubleshooting Workflows
Conditions & Dynamic Workflows
Adding Contacts to Workflows
Workflow Recipes
Workflow Organization
Workflow Actions
Execution Logs
CALENDAR
Calendar Overview
Calendar Integrations
Adding Calendar to Websites
Team Calendars
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
Review Widget
CHAT WIDGET
Chat Widget Overview
Setting Up Your Chat Widget
Adding Chat To Any Website
CONVERSATIONS
Conversations Overview
Conversations Templates
Custom Fields & Values
Conversation Filter
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
Review Widget
REVIEWS
Review Setup
Sending Review Requests
Adding Reviews To Funnels & Websites
Automating Reviews
Review Widget
EMAIL MARKETING
HTML Email Builder
Creating Templates
Custom Fields & Values
PIPELINE
What is a Pipeline?
Creating a Pipeline
Multiple Pipelines
Adding Customers to Pipelines
Automating Adding to Pipelines
MEMBERSHIPS
Membership Overview
Membership Product Setup
Membership offers
Membership settings
SOCIAL PLANNER
Social Planner
Overview
Integrate Social Accounts
Your First Post
Social Media Dashboard
Scheduling Posts
PAYMENTS
Payments Overview
Quickpay
Invoices
Proposals & Estimates
AFFILIATE PROGRAM
Affiliate Overview
Adding Affiliates
Creating an affiliate Campaign
SUPPORT HOURS: 9am-5pm Mon-Fri AEST
Email: [email protected]
General Support Ticket: Use the submit ticket button below to send us a support ticket.
Purchase Zoom Call: For any custom support, setup or development: engagent.au/support
