How can we help?
Accounts and billing
Your account
- Login verification FAQ
- Account settings - an overview
- Changing the account owner or their email address
- Managing your account settings and options
- Understanding your sender reputation
- Understanding email spam traps
Team management
Billing
Compliance
- ★ Brexit FAQ
- What's GDPR?
- Record consent for your contacts
- GDPR FAQ
- The California Consumer Privacy Act for Engagement Cloud
- The California Consumer Privacy Act for CPaaS
Trial accounts
Get started with email campaigns
- ★ Getting started — Introduction
- Getting started — Adding contacts to your account
- Getting started — Choosing a template
- Getting started — Campaign setup details
- Getting started — Creating your campaign in EasyEditor
- Getting started — Creating the plain text version of your campaign
Create, edit, test, and send an email campaign
- Email campaigns overview
- Training video: Create an Email campaign
- Create, test, and send an email campaign
- Edit email campaign content before sending
- Split test an email campaign
- Configure and send a split test campaign
Track an email campaign
Use EasyEditor to edit your email campaign
- ★ EasyEditor - an overview
- ★ Add images in EasyEditor
- ★ Using the Dynamic content block
- Using the Last browsed product recommendation block
- Get started with EasyEditor's user interface
- Use EasyEditor building blocks
After sending an email campaign
- Can I recall a campaign sent by mistake?
- Replies to your email campaign
- Change the linked URL in a sent email campaign
- Use the email campaign outbox
- Copy an email campaign
- How can I control the preview when sharing to Facebook?
Email templates
EasyEditor template markup
- ★ EasyEditor template markup overview
- ★ Make your email template responsive
- ★ Add HTML to email templates
- Add CSS to email templates
- CSS inliner
- Create text styles in EasyEditor
Advanced personalisation
- ★ Advanced personalisation - an overview
- ★ Adding advanced personalisation to your account
- ★ Scripting content with advanced personalisation
- Personalising your emails and landing pages
- Outputs and data objects
- Filtering Liquid outputs
Email automation
- ★ Automation - an overview
- ★ Automated and triggered campaigns - an overview
- Creating a triggered campaign
- Sending contacts a campaign or enrolling them on a program when they join an address book
- Triggering a campaign when a contact unsubscribes from an address book
- Triggering an automatic response whenever a contact replies to any campaign they've been sent
Program builder
- Using the program reports
- Segmenting on email replies
- Use last browsed WebInsight data in a program
- Program messaging channel: Push notification
- Program messaging channel: Facebook Messenger
- Program messaging channel: Allowing contacts to opt into Facebook Messenger
Email contacts
- ★ Contacts - an overview
- ★ Resubscribing a contact after they've been unsubscribed
- Viewing and editing a contact
- Searching your contact lists for a particular domain
- Establishing when a contact subscribed
- Unsubscribing contacts
Email address books
- Taking a random sample of contacts to create a new address book
- Signing up for address book subscription notifications
- Enhanced user permissions for address books
- Importing contacts into an address book
- How do I export unsubscribers from specific address books?
- Merging address books
Email segments
- ★ Segmentation - an overview
- ★ Segmenting your contacts - Getting started
- Types of segmentation rules
- Working with segments
- Using SMS replies to segment contacts
- How do I segment my contacts who have a verified double opt-in type?
Suppressed email contacts
Email contact data fields
Email marketing preferences
Email contact scoring
Subscribing and unsubscribing email contacts
- ★ Creating a signup form
- Setting up a preference centre
- Displaying the Unsubscribe or Preferences page in your recipient's native language
- Troubleshooting the unsubscribe page
- Using verified double opt-in
- Creating a customised unsubscribe form
Email contacts advanced features
Email campaign advanced options
- All about branded domains - or sending with a custom 'from' address (CFA)
- Delegating a subdomain to our servers
- Set up your BIMI logo
- Grouping campaigns together using tags
- List-Unsubscribe FAQ
- Adding campaigns as feeds to a website
Email reports
- ★ Email reporting - an overview
- ★ Understanding account reports
- ★ Understanding the campaign report overview
- ★ Understanding bounces and suppressions
- Filter contacts in campaign reports
- Compare campaign reports
Email FAQ
- Does it get recorded when a contact opts in to receive my emails?
- Gmail FAQ
- What links might I need when building emails outside EasyEditor?
- Can I use purchased email lists/data?
- Do I need a dedicated IP address?
- What IP addresses does the application use to send email, so I can add them to my allow list?
Pages and forms
Pages
- Pages overview
- Adding pages to your account
- Create a page
- Managing pages
- Designing a page with EasyEditor
- Choose a page template
Forms
- Forms overview
- Assigning data fields to your form blocks
- Multipage forms
- Submit actions
- Email alerts
- Section logic (branching)
Surveys & forms
Getting started with Survey & forms
Create a survey
- Choose a survey template
- Design your survey - an introduction
- Design your survey - configure layout elements
- Design your survey - configure text box, drop-down, multiple choice and checkbox elements
- Design your survey - configure a Likert scale element
- Design your survey - configure an email address element
Share a survey
Survey responses
Surveys & forms FAQs
SMS
Getting started with SMS
- SMS campaigns overview
- Set up SMS on your account
- Getting started with SMS
- Upgrade your SMS free trial
- Understand SMS pay-as-you-go and spend limit
- Use your own branded short URL in SMS
Create an SMS campaign
Edit an SMS campaign
Test an SMS campaign
Send an SMS campaign
Track an SMS campaign
After sending an SMS campaign
Delete an SMS campaign
Split test an SMS campaign
Auto-responder for SMS
SMS contacts
Short codes and virtual numbers
Transactional email
Get started with transactional email
Use transactional email
Transactional email templates
Ecommerce
Abandoned browse
Abandoned carts
- Introducing the Abandoned carts module
- Basic service abandoned carts – an overview for marketeers
- Full service abandoned carts – an overview for marketeers
- Which abandoned carts/abandoned checkout implementation do you need?
- Setting up abandoned carts
- Abandoned cart JSON breakdown
Product recommendations
- ★ Product recommendations overview
- ★ Product recommendation builder
- Variant handling
- Catalog level rules
- Also bought - Product recommendation
- Custom category - Product recommendation
Ecommerce reports
- Product catalogs
- Persona movement
- Using the Retail dashboard
- Using the Ecommerce reports
- Understanding the customer dashboard
- Ecommerce reports and non-marketing contacts
Web behavior tracking
- ★ Web Behavior Tracking - an overview
- Introduction to Web behavior tracking
- Installation of Web behavior tracking
- Use Web Behavior Tracking for segmentation
- Use Web Behavior Tracking to increase your sales
- Use Web Behavior Tracking to increase webform completion
Insight data
Chat
Get started with Chat
The Chat widget
Chat teams
- Edit your team name
- Set your automated messages
- Set your team working hours
- Add a team picture in Chat
- Add agents to your team
- Remove agents from your team
Use Chat
- Add or change your Chat profile picture
- Manage your chat queue
- Read and reply to a chat session
- Add an emoji in a chat
- Send a file in a chat
- Send an image in a chat
Chat contacts
Integrations
Magento 1
- Migrating from Magento 1 to Magento 2
- General: Getting started - Magento 1
- General: Installation - Magento 1
- General: API credentials - Magento 1
- General: Dashboard - Magento 1
- General: Automation Studio - Magento 1
Magento 2
- ★ Integrate Engagement Cloud with Magento 2
- Unsubscribing and suppressing contacts in Magento
- General: Getting started - Magento 2
- General: Installation - Magento 2
- General: API credentials - Magento 2
- General: Automation Studio - Magento 2
Magento Commerce for B2B
Microsoft Dynamics
- ★ Engagement Cloud for Microsoft Dynamics - Release notes
- ★ Engagement Cloud for Microsoft Dynamics - Training videos
- ★ Microsoft Dynamics - FAQ
- ★ Updating your version of Microsoft Dynamics CRM?
- ★ What IP addresses do I need to allow for my Microsoft Dynamics firewall?
- Locate the Engagement Cloud app in Microsoft Dynamics 365 Unified Interface
Salesforce
- ★ Introduction to Engagement Cloud for Salesforce
- ★ Getting started with Engagement Cloud for Salesforce
- ★ Engagement Cloud for Salesforce release notes
- Downloading and installing the Engagement Cloud for Salesforce package
- Using the configuration wizard in the Engagement Cloud for Salesforce installation
- Connecting Engagement Cloud to Salesforce
Shopify
- Integrate Engagement Cloud with Shopify
- Understanding the sync process from Shopify to Engagement Cloud
- Sync customer fields from Shopify
- Understanding the two-way sync from Engagement Cloud to Shopify
- Convert contacts in Engagement Cloud to new customers in Shopify
- Add Shopify coupon codes to an email campaign
WooCommerce
Commerce flow
- Commerce flow contact types
- BigCommerce connector - Installation and setup
- BigCommerce connector: Abandoned cart
- Using transactional email templates - BigCommerce
- Liquid variables for transactional email templates - BigCommerce
- Connect another store to your account
Zapier
Connector for the Microsoft Power Platform
WordPress
Social media integrations
Using the API
Announcements
Feature releases
- 29 July 2020 - Engagement Cloud for Magento 2 (v4.7.0-RC2) preview
- 29 July 2020 - Engagement Cloud for Magento 2 (v4.5.7) release
- 29 July 2020 - Engagement Cloud release notes for 2020.3.3 (aka 20three)
- 15 July 2020 - Engagement Cloud release notes for 2020.3.2
- 01 July 2020 - Engagement Cloud for Magento 2 Chat (v1.0.3) release
- 01 July 2020 - Engagement Cloud for Magento 2 (v4.5.6) release
Help and support
Contact us
Frequently asked questions
What's new?
- 29 July 2020 - Engagement Cloud for Magento 2 (v4.7.0-RC2) preview
- 29 July 2020 - Engagement Cloud for Magento 2 (v4.5.7) release
- 29 July 2020 - Engagement Cloud release notes for 2020.3.3 (aka 20three)
- 15 July 2020 - Engagement Cloud release notes for 2020.3.2
- 01 July 2020 - Engagement Cloud for Magento 2 Chat (v1.0.3) release
- 01 July 2020 - Engagement Cloud for Magento 2 (v4.5.6) release