Communication
How to integrate and manage your emails in Engager, for Gmail and Microsoft365 / Outlook (M365)
We know that it’s often difficult juggling a busy practice with numerous staff members all operating on different apps and software so we’ve developed a way to bring all of your communication together into one space within Engager. With Engager, you ...
How To Manage Emails In Client Engager
We know that it’s often difficult juggling a busy practice with numerous staff members all operating on different apps and software so we’ve developed a way to bring all of your communication together into one space within Engager. With Engager, you ...
How to use Texts, SMS Messages
At Engager, we’re here to help you run your business efficiently while providing multiple ways to contact your clients. We’ve created automated reminders for you to use and chasers which could be triggered on a weekly or even daily basis - BUT - For ...
Comments, mentions and internal team communication
Do you ever find yourself getting a little lost with your progress when working through an important job for a client? You’re part way through an accounts production, the phone goes and then you have to focus there for the next hour or so - the ...
How to Add Linked Images to Document and Message Templates in Engager
This guide will walk you through the steps to add images with hyperlinks to your message and document templates in Engager. This feature is useful for incorporating branded visuals, call-to-action images, and other linked content directly into your ...
Automatic Email Linking in Engager
Efficiently managing email communication is crucial for maintaining a smooth workflow. Engager's Automatic Email Linking feature ensures that emails are accurately linked to the correct client or contact profile, saving you time and effort. Here's ...