Customer Engine

Starting Your Digital Agency 5

• Step 1: Setting Up Your Digital Agency
• Step 2: Assigning A Number To Your Digital Agency
• Step 3: Getting to Know Your DFY Campaigns
• Step 4: Getting to Know Your Automations and Follow-up Sequence
• Step 5: How to Update Billing for SMS Messaging

Your account 0

Business Building Strategies. 7

• 8.17.22 Starting Your Agency
• 8.24.22 Get New Customers For Your Agency
• 8.31.22 Approaching New Customers
• 09.07.22 How To Get High Ticket Clients
• 9.14.2022 Reactivation Campaigns: How to make your customer 3-10k in your first month working with them.

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New Features 1

• 9.28.22 Customer Engine New Feature Releases

Agency Dashboard 3

• What URL do I give to my clients to login to their accounts?
• How To Update Business Password
• How to deactivate an account

Widget 4

• How to Install a Widget on Your Website
• Overview of Campaigns
• How to Create A Campaign Using A Website Widget
• How To Add Customer Engine Script to NetEngine

Landing Page 4

• Campaign Update with Landing Pages and Widgets
• How to Create a Campaign Using a Landing Page
• How to Use the Meta Data Feature for Landing Pages
• How to Use Meta Data for Landing Pages

Loops 6

• How To Set Up Loops Video
• How To Activate Loops Per Business
• How to Set Up Your Loops Campaign
• How to Add a Widget to an Existing Loops Campaign
• Are you a human?

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Campaign FAQs 1

• Where is my text share button?

Broadcasts 6

• What is a Broadcast?
• Why are keywords limited in Broadcasts?
• Most Common Reasons For Broadcasts to Fail
• How to send a broadcast from your mobile device
• [Broadcasts] How to send an MMS message

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Automations 7

• Automations Overview
• How to Use Share Links within Automations
• How to Use the Enhanced If/Then Capabilities Within Automations
• How To Use The Alert Feature In Automations
• How to create a birthday automation

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Zapier Automations 1

• How to use email parsers with customer engine

FAQs 1

• How to use redemption button

General 2

• How to View and Manage Contacts
• How to import contacts

Custom URL 2

• My whitelabel domain isn't showing secure
• How to Setup White Label

Whitelist 2

• How To Whitelist Phone Number and IP Address
• How To Edit or Delete Whitelist

Privacy Policy and Terms of Service 1

• How To Add Privacy Policy & TOS

Keywords 1

• How To Add Keywords from Settings

Getting Started 4

• How To Enable Two-Way Texting Per Business
• How to enable notifications for Two-Way text
• [Two Way Texting] How to send an MMS message
• How to create and share a vCard

Phone Support 1

• One-on-One Call

NewZenler 1

• [Customer Engine] How to Submit Certification Assignments

Porting 3

• When to port from Twilio
• How to port away from Twilio
• How much does it cost to port?

Billing 2

• How do I add funds for Customer Engine SMS Provider?
• What is my cost for SMS?

Reports 2

• How do I see my charges per business?
• Where can I find invoicing for SMS reload

Releasing Numbers in Customer Engine 1

• How do I release my Twilio numbers from Customer Engine?

FAQs 3

• Can I use international numbers?
• How long does it take to port my number?
• What if my area code isn't available?

Customer Engine A2P FAQs 2

• Why Registering for Campaign Registry is Important
• How do I register for The Campaign Registry?

Getting Started 4

• How to Setup Twilio
• Twilio Verification Process
• Can I use the same Twilio Number in other applications?
• A2P Registration

Resources 6

• Customer Engine Niche Templates
• How To Get A Lot of Clients At Once
• Black Letter Template
• Sample Presentation to Gain Clients
• QR Generator

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