Gleantap Help Center
  • 👋Welcome
  • Popular Use Cases
  • ✅Product Updates
  • Getting Started
    • 🛠️Getting set up
      • 🧑Inviting Members
    • 🛠️Configure Email
    • 🛠️Configure SMS
    • 💬Configure AI Chatbot
    • 🔔Notifications
      • SMS Notifications
    • ☎️Setup Yealink Phone
  • Inbox
    • 📫Inbox Overview
    • 📫Filtering Conversations
    • 📫Open & Closed Conversations
    • 📫Auto-closing Conversations
    • 📫Tagging Conversations
    • 📫Group Messaging
    • 📫Pre-saved Templates
    • 📫Assigning Conversations
    • 📫Sending Emails
    • 📫Connect Social Channels
    • 📫Notifications
    • 📫Mobile App
    • 📫Setup Auto-Response
  • Integration
    • 🔗How to Integrate Gleantap with Ring Central
    • 🔗How to Connect other apps to Gleantap through Zapier
    • 🔗Push Data to Mindbody
    • 🔗Push Leads to ClubReady
    • 🔗Push Leads to Club Automation
    • 🔗Push Leads to Jonas
    • 🔗Push Leads to Gleantap
  • Tasks
    • ✔️Tasks Overview
    • ✔️Automating Tasks
    • ✔️Filtering
    • ✔️Notifications
  • AI Chatbot
    • 💬Train AI
    • 💬Custom Intents
    • 💬Tools
    • 💬Test Your AI Chatbot
    • 💬Embed Your AI Chatbot Widget
  • Campaigns
    • 📣Creating a Campaign
      • 📧Email Campaign
      • 📱SMS Campaign
      • 📲Keyword Campaign
      • 🆎A / B Campaign
    • 📣Email Campaign Stats
    • 📣SMS Campaign Stats
    • 📣Ongoing vs One Time
    • 📣Updating Campaign Status
    • 📣Working with Templates
    • 📣Sending a Test
    • 📣Creative Playground (AI)
    • 📣Campaign Suspended
    • 📣Email Reputation
    • 📣Quiet Hours
    • 📣FAQs
  • Audience
    • 🖥️Creating Segments
      • 📝Static vs Dynamic
      • 🧑Filter Options
      • 🧑Custom Attributes
    • 🖥️Segments Auto-Refresh
    • 🖥️Add / Remove from Segments
    • 🖥️Segment Report
    • 🖥️Using Segments
    • 🖥️Segment Folders
    • 🖥️Uploading a CSV
    • 🖥️Understanding Suppression
    • 🖥️Adding Contacts
    • 🖥️FAQs
  • Templates
    • 🗂️Creating Templates
    • 🗂️Sending a Test
    • 🗂️Duplicating Templates
    • 🗂️Copy to Other Workroom
  • Flows
    • 🖥️Creating a Flow
    • 🖥️Enrolling & Removing People from a Flow
    • 🖥️Enrolling & Removing People from a Flow
    • 🖥️Flow Report
    • 🖥️Editing Ongoing Flows
    • 🖥️FAQs
  • Forms
    • 📋Creating a Form
    • 📋Customizing Design
    • 📋Embedding Forms
    • 📋Notifications
    • 📋Trigger Flows or Campaigns
    • 📋Popular Use Cases
    • 📋Multi-Step Forms
  • Pages
    • 📝Creating a Page
    • 📝Customizing Design
    • 📝Adding Forms to Pages
    • 📝Copy to Other Workroom
  • Pipeline & Automations
    • 🖥️Pipeline Overview
    • 🖥️Configuring Stages
    • 🖥️Adding Contacts to Pipeline
    • 🖥️Automations
    • 🖥️Working on Contacts
    • 🖥️Assigning Leads
    • 🖥️FAQs
  • Appointments
    • 🖥️Appointments Overview
    • 🖥️Appointment Types
    • 🖥️Public Calendar
    • 🖥️Notifications
    • 🖥️Triggering Workflows
    • 🖥️Sync with Google & Outlook
    • 🖥️FAQs
  • Dashboard
    • 🖥️Marketing Dashboard
    • 🖥️Sales Dashboard
  • Reports
    • 📊Campaign Analysis
    • 📊Monthly Report
    • 📊Email Reputation
    • 📊Ratings & Reviews
    • 📊Pipeline Reports
    • 📊Appointment Report
    • 📊Tasks Reports
  • Scorecards
    • 🖥️Scorecard Overview
    • 🖥️Configure a Scorecard
    • 🖥️Add Custom Metrics
    • 🖥️Popular Scorecards
  • Reputation
    • ⭐Setting up Reputation
    • ⭐Dashboard
    • ⭐Reviews
    • ⭐Settings
  • Settings
    • 🖥️Changing Timezone
    • 🖥️Add / Remove Sub Users
      • Campaign Approval
    • 🖥️API
    • 🖥️Integrations
  • Marketing Best Practices
    • 📧Best Practices for Email
    • 📲Best Practices for SMS
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Popular Use Cases

Gleantap is a powerful marketing & sales platform that can easily be customized to your specific use cases.

Here are popular ways customers use Gleantap

  • Capture & Automate Lead Follow ups - Capture leads from multiple sources (eg. your website, facebook ads, google ads, etc) into a single platform and take them through a automated lead journey with multiple email, text touch points.

  • Onboard Customers - Onboard new customers by sending them automated instructions for the first 4 - 8 weeks to set them up for success.

  • Drive Repeat Visits or Purchases - You can automate touchpoint to bring customers back based on recency of visit or purchase. If a customer goes over X days without a visit / purchase, engage them with an email or text.

  • Get More Reviews & Feedback - Set up campaigns to ask for reviews or feedback after a visit or purchase. Use that to drive reviews using our Reputation module to your Google & Facebook pages or collect internal feedback and generate sentiment analysis.

  • Win Back Lost Customers - Create drip sequence to your cancelled customers to win them back with love, discounts & more.

  • Build Loyalty with Positive Reinforcements - Setup milestone touch points for 10th visit, 50th visit, 100th visit & more to let customer celebrate the moment.

  • Support with Two-way Conversion - Provide exceptional support to your customers by providing support over email, sms, facebook & more using our Inbox.

  • Track Sales Performance - Use our pipeline module to stay on top of leads as they travel through the journey and use the sales dashboard to stay on top of the team's performance. Easily track conversion %, team activities, avg response times & more.

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Last updated 6 months ago

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