EngageBay FAQ

Answers to your most common questions about EngageBay.

Quick, simple, and helpful information at a glance.

How do I reset my password for my EngageBay account?
You can reset your password by clicking on the "forgot password" link on the login page. You will then receive an email with instructions on how to reset your password.
Why am I unable to access my EngageBay account?
There could be several reasons why you are unable to access your account. It could be due to incorrect login credentials or a temporary system issue. Please try resetting your password or contact support for further assistance.
How do I add a new contact in EngageBay?
To add a new contact, go to the Contacts section in your EngageBay account and click on the "New Contact" button. Fill in the required fields and click on "Save" to add the contact.
Why am I receiving an error message when trying to send an email?
There could be various reasons for this error, such as incorrect email address, invalid email settings, or exceeded email sending limits. Please check the email settings and try again. If the problem persists, contact support for further assistance.
How do I create an email campaign in EngageBay?
To create an email campaign, go to the Marketing section in your EngageBay account and click on "Email Campaigns." Then, click on "New Campaign" to create a new campaign and follow the on-screen instructions.
Why is my email campaign not delivering?
This could be due to multiple reasons, such as incorrect email addresses, delivery issues, or email server problems. Please ensure that your email settings are correct and try again. If the issue persists, contact support for further assistance.
How do I integrate my EngageBay account with other third-party apps?
You can integrate your EngageBay account with other apps by going to the Integrations section in your account and following the instructions for the respective integration.
Why are my contacts not syncing with my EngageBay account?
There could be issues with the integration or incorrect settings in your third-party app. Please check the integration settings and try again. If the problem persists, contact support for further assistance.
How do I upgrade my subscription plan in EngageBay?
To upgrade your subscription plan, go to the Billing section in your account and click on "Upgrade Plan." Choose the desired plan and follow the on-screen instructions to complete the upgrade process.
Why is my automation not triggering as expected?
This could be due to incorrect conditions or triggers set up in your automation. Please review the automation settings and make necessary adjustments. If the problem persists, contact support for further assistance.
How do I import contacts into EngageBay?
To import contacts, go to the Contacts section in your account and click on "Import Contacts." Then, click on "Import CSV" and follow the on-screen instructions to import your contacts.
Why is my landing page not showing up on my website?
This could be because the landing page URL was not properly linked to your website or there is a technical issue. Please double-check the URL and try again. If the problem persists, contact support for further assistance.
How do I create a landing page in EngageBay?
To create a landing page, go to the Landing Pages section in your account and click on the "New Landing Page" button. Choose a template and follow the on-screen instructions to customize and publish your landing page.
Why am I unable to view my engagement reports?
This could be due to a permissions issue or a temporary system issue. Please check your account settings and try again. If the problem persists, contact support for further assistance.
How do I integrate EngageBay with my website?
You can integrate EngageBay with your website by following the instructions for the respective CMS or website builder in the Integration section of your account.
Why am I seeing duplicate contacts in my EngageBay account?
This could be due to the same contact being added multiple times with different email addresses or due to an import issue. Please review the contact list and delete any duplicate contacts.
How do I delete a contact from my EngageBay account?
You can delete a contact by going to the Contacts section and selecting the contact you want to delete. Click on the "Delete" button and confirm the deletion.
Why am I getting a 404 error when trying to access EngageBay?
This could be due to a temporary server issue. Please clear your browser cache and try accessing EngageBay again. If the problem persists, contact support for further assistance.
How do I add a task or appointment in EngageBay?
To add a task or appointment, go to the Tasks or Appointments sections in your account and click on the "New Task" or "New Appointment" button. Fill in the details and click on "Save."
Why are my tasks not being assigned to the correct user?
This could be because the task assignment rule is not set up properly. Please review the rule and make necessary adjustments. If the problem persists, contact support for further assistance.
How do I change the currency in my EngageBay account?
To change the currency, go to the Settings section in your account and click on "Currency." Select the desired currency and save the changes.
Why am I not receiving notifications from my EngageBay account?
This could be due to notification settings, either on your account or device. Please check the notification settings and make necessary changes. If the problem persists, contact support for further assistance.
How do I cancel my EngageBay subscription?
To cancel your subscription, go to the Billing section in your account and click on "Cancel Subscription." Follow the on-screen instructions to confirm the cancellation.
Why is my engagement score not updating?
Engagement score is calculated based on various activities, such as email opens, clicks, and website visits. Please ensure that all the tracking codes are properly installed and allow some time for the score to update.
How do I get technical support for EngageBay?
You can contact the EngageBay support team by clicking on the "Support" button in the bottom right corner of your account or by emailing [email protected].
How do I export my data from EngageBay?
You can export your data by going to the respective section, such as Contacts or Deals, and clicking on the "Export" button. Follow the on-screen instructions to export the desired data.
Why is my email template not displaying properly?
This could be due to compatibility issues with the recipient's email client. Please check the design of your email template and try testing it on different email clients.