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In this article we will cover the sign up process from start to finish. Step 1: This is the first screen you will see after selecting to sign up. Please input a valid email address and a secure password. Click Continue Step 2: SmartEngage will inform you...

Step 1: Enter the Brand (business) name as well as the main URL for the website. The sub domain is automatically created based on your entered Brand Name. Then, click Next. Step 2: This step requires you to enter the email address and name you will be us...

SmartEngage uses two types of tags. 1. User Tags - These start with a hashtag # and are assigned by you or during some sort of automation or Lead Magnet acquisition. Subscribers can have multiple tags assigned to them in order to help you stay organized.  ...

Custom Fields allow you to store valuable information about your subscribers. For example, within our Facebook Messenger chatbot you ask the subscriber's type of business, receive a reply, and store it as a custom field for "Business Type".  In order to creat...

Filters allow for setting conditions for which will then display the subscribers based on your selections. The timeframe filter is the first one to take note of.  The default option is Lifetime, which will show all of your subscribers, but you are welcome ...

Bulk Actions are a great way run tasks for your Subscribers. Have a certain #tag or automation sequence you want to bulk assign? This is where you do that. Step 1: Visit your Subscriber's page Step 2: Now that you are on your Subscriber's page go ahead and...

Adding a new subscriber is the process of manually adding contact details for a person with an email address.  Step 1: Visit your Subscribers page  Step 2: Click the button at the top for "New Subscriber"  Step 3: On the popup screen you will be able to e...

Importing Email Subscribers is done as follows. *NOTE: If you already know you have Custom Fields you want to import from a previous Email Service Provider please first Add Custom fields by following the instructions provided here: Understanding Tags Step 1:...

Step 1: Setup your SmartEngage avatar and ensure your Facebook page is connected (Automatic process during avatar creation) Step 2: Log into your old Facebook Messenger software and prepare to send out a broadcast newsletter that asks a question and/or provid...

Importing Push Notification Subscribers is done as follows. Step 1: On your left navigation menu click on Subscribers. Step 2: At the top middle area of your screen click the button for "Import Subscribers"  Step 3: Select Push Notification as the platf...

The blacklist is a list of email addresses that are prevented from receiving broadcasts and automation emails from you. In order to add or remove emails from this list just follow the instructions below.  Step 1: Click on your avatar and then click on "Manag...

A big part of what SmartEngage is great at is attributing different platforms to one specific Subscriber. This is done using a variety of methods which include cookie tracking, URL tracking, Javascript, IP tracking, and some other proprietary methods. We al...

In order to provide a streamlined user experience SmartEngage will always automatically upgrade your account so that you can be within your plan limits. If your account's # of Subscribers were to exceed its limits by one or more of the following: - Lead Magn...

This video will give you insight on how Lead Magnet Page works. Let's check it below :

Creating Lead Magnets as it pertains to email along with instructions for html form integration Overlay Forms Bar, Modal, Slide-In, Page Takeover Embeddable Forms Button & Box HTML Form This is primarily used for integrating with 3rd party services...

It is advisable to first watch the videos for Email Opt-In Forms due to the overlap in how these are setup. Visit Email Lead Magnet Page --------------------------------------------------------------------------------------------------------------- Overlay F...

This feature is great for maximizing engagement and creating a viral effect on your Facebook Posts. When enabled, we are able to automatically message anyone who leaves a comment on your Facebook Page post. Once that person replies to your message they will au...

Statistics show that up to a third of all manually entered Opt in forms result in a fake or secondary email address being used. It is typically a throw away email address that is almost never checked other than receiving confirmations. So what can be done? W...