Settings SL Archives - Web Geeks

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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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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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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