Basic Configurations Archives - Web Geeks

Viewing And Responding To Messages From Our Marketing Platform

webgeeks — Wed, 23 Aug 2023 15:15:31 +0000

Seeing All Of Your Conversations In One Place Transcript ↓ Hi. I’m Allie, our AI powered, training personality. Web Geeks Marketing Platform allows you to keep all of your conversations in one place. Imagine how much easier it would be to view all of your emails, SMS and social media conversations all in one window. Well, now you can! It even allows you to keep various types of conversations from the same client all in one conversation! Today we are going to find out exactly how we access these conversations and how to reply to them. Let’s get started! First we are going to start by logging into our service. So, in your browser, type in: app.ebrandmachine.com. This will take you to the login portal. Here you can type in the email, and password you were registered with, and click sign in. Now you will be prompted to verify your account for security purposes. Click Send security code, go to your email, copy the code and paste it into the space. and click confirm. This will take us to our dashboard. Accessing your conversations from here is very simple, just navigate on over to conversations in the left-hand sidebar. So, […]

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How To Log into Your WordPress Website

webgeeks — Thu, 03 Aug 2023 18:09:23 +0000

Accessing The The Development Area Transcript ↓ Hi, I’m Allie, Our AI Powered, training personality. WordPress, is an amazing tool, for website creation and management. With so many ways to customise your website, you can make sure that your brand’s site is just the way you want it! However, once your website has been created, how do you, log into it? Today, I am going to show you, how to do just that! As you can see, I am already on our website, so now, I am just going to go to the URL and type /wp-admin after our web address and hit “enter”. This will take me to the WordPress login screen. Just remember, when you do this, make sure there is nothing after the .com in your URL, for example, if you are on the “about us page” you will have to delete the end of the URL, or this won’t work. Then all you have to do is type in your username. and password, and click “log in”. And it’s as easy as that! Now it’s time to relax, and enjoy the benefits, of WordPress!

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Email 2-Way Sync

webgeeks — Tue, 20 Jun 2023 20:18:35 +0000

Integrating Your Email With Web Geeks Marketing Platform Transcript ↓ Hi, I’m Allie, our AI-powered training personality. Wouldn’t it be great to access your email, right within web geeks marketing platform? So that you can keep ahead of both your business, and personal emails all in one place? Think of how much time it would save not having to switch between various applications for all of your emails. Well, web geeks marketing platform, allows you to set up a two-way sync so that you can both send and receive emails from inside the platform! What’s more is the whole process is so simple! Let’s see how it’s done! First, we need to start by going to settings, then we need to click on my profile. Now let’s scroll down to the 2-way sync section. From here, just click on your email provider, for this example I am going to use Gmail. So I select Gmail and click the connect button. Now, lead connector, is going to prompt me, to choose an account to log into, so choose the account Then click continue. Once we have done this, we will be taken back to the previous screen. Now when we scroll […]

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Outlook Calendar Integration

webgeeks — Tue, 20 Jun 2023 18:37:43 +0000

Making Appointment Setting Easier Transcript ↓ Hi. I’m Allie, our AI-powered, training personality. Are you tired of using multiple apps just to access something as simple as your calendar? Would you rather have all of your eggs in one metaphorical basket when it comes to appointment setting? Well, Web geeks marketing platform can help you do just that! Our platform, allows you to integrate your Outlook calendar, within the CRM. Allowing for seamless synchronization of data and making sure you never miss an important meeting. Let’s find out, how simple it is to integrate your outlook! First, we are going to navigate to settings and click on my profile, up the top here. Then scroll down to the integrations section here you will find the outlook calendar section, now click the connect button. Then web geeks marketing platform will log you in, to the outlook account you are currently logged into. Now we just have to configure the settings for your integration. In the primary calendar section here let’s click the edit button. Now the system will ask which calendar you would like to sync events to, select the one you would like to use then, in the primary calendar […]

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Call To Action Forms

webgeeks — Wed, 14 Jun 2023 17:21:59 +0000

Encouraging Consumer Response Transcript ↓ What you may not know at this stage of your journey is that every website should have a call-to-action form, where somebody can enter their details to claim some sort of offer. If you don’t have a call-to-action form on your website yet, or you just want to add more of them, this video will show you how to create one within our marketing platform! It’s super easy and it generates a ton of free leads! Ok, so let’s first learn how to create our form. To create our form, we just need to go to Sites over here, then we’ll go to Forms, and we will click through to Builder. Here, we can click, add Form, and the first thing I like to do is, go into options, and give it a name before I forget. So, let’s call this form ‘Claim Offer.’ Then, we’ll click back to Fields, and we’ll drag in the fields we want: Typically, your call-to-action form will have a field for full name, email, and phone number. Of course, we’ll also want a button, so let’s drag that in, and click it to give it a better name, since […]

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Auto Reply Chat Bots

webgeeks — Tue, 13 Jun 2023 21:04:52 +0000

Providing Answers To Simple Questions Via Automation Transcript ↓ Now, what’s that phrase everyone’s always throwing around? Time is money. Right? So anything that saves your business time is valuable. And that’s why this next easy and automated feature is super powerful: We’re going to learn how to launch a workflow recipe that will monitor your inbound channels, for messages that contain specific words or phrases. In other words, all the frequently asked questions you previously had to answer manually, will now be addressed automatically. For the duration of this video, let’s suppose that you operate a restaurant. Prospects want to know: where are you located? Do you have gluten-free options? What about vegetarian, options. Whatever the frequently asked questions are, we can now monitor them in our inbound channels, and automate our answers to those questions. To set up your auto-reply chatbot, we need to go down to Automation in the left hand column, click Create workflow at the top right here, scroll down to the recipe called FAQ Auto-Reply, and click select. Because this is a recipe, we can see that we already have your triggers pre-configured: One for Instagram DMs, Facebook messages, chat widgets and Google business […]

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Google Integration

webgeeks — Tue, 13 Jun 2023 20:38:35 +0000

Using Google Services From Within Our Marketing Platform Transcript ↓ Web geeks marketing platform is most certainly a hub for integrations. There are so many options to integrate your services that you need not look anywhere else for your business needs! Not everyone uses outlook as a service provider, so how about integrating your google services within the platform? Well, that’s what we are going to cover in this lesson. First, we need to go down to settings, and scroll down to integrations. Here we will find many different integrations available within the platform. As you can see, Gmail is the first on the list. Our first step, is to click, the sign-in button. Once this is done, lead-connector will prompt you to choose the account that you would like to sign into, once you have done this, lead-connector will also ask you to agree to the permissions it needs to integrate your account, click allow. The next screen will prompt you to connect any google business account to the platform, as we don’t have one right now we are going to skip this. So we can click close, this will take us back to the previous screen. Now, as […]

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Missed Call Text Back

webgeeks — Tue, 13 Jun 2023 16:27:33 +0000

Engage With Clients Even When You’re Busy Transcript ↓ Hi, I’m Allie – our AI powered, training personality. Did you know that every day, 62% of calls, directed to small businesses, go unanswered? Crazy right? Crazy but true – think of all the missed business and revenue, just because businesses aren’t able to get to more than half, of their inbound phone calls. I know what you’re thinking: Wouldn’t it be great if there was a way to answer these phone calls… automatically? Well… you’re going to love this next feature, especially because it’s already set up. That’s right – remember the phone number you acquired and set up in the last lesson? When you did that, you also enabled a feature called ‘the missed call text back.’ Now, every time a call comes into your new number that doesn’t get answered, our system, will automatically, fire back a text message that says: “sorry we missed your call. How can we help?” The 62% missed call rate, no longer applies to you and your business is well on its way to recouping a lot of revenue – pretty cool, right? Now, even though the feature is automatically enabled, you may […]

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Creating Link Trees

webgeeks — Tue, 13 Jun 2023 16:25:30 +0000

A Hub For Lead Capture Transcript ↓ This next quick and easy win is extremely powerful because it enables us to turn our social media profiles into lead-generating machines. As you probably know, most social profiles only give you one link. Most companies use it to link to their homepage, which most of the time isn’t very optimized for a mobile experience. But then companies like Link Tree and Link In Bio came along to solve this problem by enabling you to build very mobile-optimized pages that are basically just a couple of buttons. The great news is we can build these pages very quickly and very easily right here in our platform. So let’s go learn how to set one up. First, we’re going to navigate to Sites, then the Websites tab, and then we’ll click New Website. Under the template library here, we’re going to type ‘linktree’ and we’ll get a couple of templates we can start from. I’m going to grab this template. Let’s go ahead and click “Continue” to load it up, “Agree” to get this template then wait for it to load into the account. Once it loads into your account, go ahead and click […]

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Setting up your Web Geeks Phone Number

webgeeks — Fri, 09 Jun 2023 19:25:20 +0000

SMS And Call Forwarding Transcript ↓ Hi, I’m Allie, our AI powered, training personality. The most powerful advantage you can give your business is the power of text messaging. We all know, that nobody wants to be on the phone anymore. We all prefer to text. And when it comes to marketing for your business, the statistics are clear – SMS messaging outperforms email, every time! The problem is, that most small businesses still don’t have a way to communicate with their prospects and customers via text messaging. In this video, however, we’re going to change that, and get you texting with your prospects and customers right away. Step number one, is to purchase and set up a new number. In the left-hand sidebar, we’ll navigate to the bottom and click on settings, and then we’ll click on phone numbers. Here’s where we can purchase a new number. Go ahead and click add number, choose your country, and then enter the desired area code, select a number that looks good to you and hit save. There we go – you now have your new number right here, but check this out: Currently there’s no forwarding number set – meaning if […]

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