Gleantap Help Center
  • 👋Welcome
  • Popular Use Cases
  • ✅Product Updates
  • Getting Started
    • 🛠️Getting set up
      • 🧑Inviting Members
    • 🛠️Configure Email
    • 🛠️Configure SMS
    • 💬Configure AI Chatbot
    • 🔔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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