EverGenius KnowledgeBase

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51 articles in this collection
Written by José Francisco Almada Valenzuela

EG Wordpress Site: Front Themes

Front Themes Overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

EG WordPress Site: Settings Customization

Site Settings Customization Walkthrough
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Email Broadcasts

Email Marketing: Email Broadcasts Overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Email Lists

Email Marketing: Email Lists Overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Affiliate Program

How to sign up, log in and get your links to promote.
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Analytics

Google, Re-targeting, Email Marketing & Keywords
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Email Marketing

Email Marketing overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Call Records

Viewing and Tracking your Call Records
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Changing Passwords

Password Overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

EverGenius Account SignIn

Log in to EverGenius
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Written by José Francisco Almada Valenzuela
Updated over a week ago

EverGenius Kick-Off Training Videos

EverGenius Kick-off Training & Lessons Videos
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Genius Funnels - Voice Broadcasts

How To Send Voice Broadcasts
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Getting WP & Cpanel access to a Client’s Old Site

Transfer Content from Client's Old Site to New EG Site Overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Google Analytics Setup with EverGenius

Google Analytics Integration with EverGenius Walkthrough
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Connecting Services via Integromat to Evergenius

Using Integromat for your integrations
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Written by José Francisco Almada Valenzuela
Updated over a week ago

HonestDoctor

Honest Doctor review badge overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Contacts

Adding, Importing & Editing your Contacts
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Written by José Francisco Almada Valenzuela
Updated over a week ago

How‌ ‌to‌ ‌Access‌ ‌Website‌ ‌Templates‌ ‌after‌ ‌ account‌ ‌setup‌

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Written by José Francisco Almada Valenzuela
Updated over a week ago

How to Contact Support

EverGenius Contact Support Walkthrough
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Updated over a week ago

How to Create a Review Widget

Review Widget Overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

How To Setup, Customize and Deploy EverGenius Websites

Step by Step tutorial on building out your EG website.
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Written by José Francisco Almada Valenzuela
Updated over a week ago

How to take someone out of an Action funnel sequence

Action funnel help
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Integrating CF7 Forms into Evergenius

Connect one of the most popular Wordpress form plugins to Evergenius
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Integrating Services with Evergenius Using Zapier

How to connect your lead generators and other services to Evergenius
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Written by José Francisco Almada Valenzuela
Updated over a week ago

List of Values for Evergenius Integration

Complete list of values you can use in Evergenius via Zapier, Integromat, or other automation services
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Opportunities

Opportunities section/tab overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago

PerfectAudience setup with EverGenius

PerfectAudience account setup walkthrough video
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Pointing Your Domain to Our Servers

How to have Evergenius use your existing domain with your new website
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Profile‌ ‌&‌ ‌Reputation‌

Push & pull reviews on social profiles & manage reputation
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Providers, Calendars, & Appointment

Setting EG Appointment through Provider's calendar
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Recent Activity

View any recent activity on EverGenius
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Updated over a week ago

Reports

Agent Performance
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Conversations

Viewing & tracking your Conversations
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Updated over a week ago

Creating an Evergreen Action Funnel

Nurture and retarget your leads with long-term action funnel steps
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Written by José Francisco Almada Valenzuela
Updated over a week ago

SendGrid setup with EverGenius

SendGrid setup with Evergenius walkthrough video
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Settings Gear

Settings Gear Icon Walkthrough Overview: Account, Notifications, Opportunities, Staff Management, SMTP Settings
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Written by José Francisco Almada Valenzuela
Updated over a week ago

SMS Broadcasts

Sending out mass text messages to your lists.
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Written by José Francisco Almada Valenzuela
Updated over a week ago

SMS‌ ‌Recor‌ds

Viewing SMS communications
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Social Connect

Post & track content on Social Media
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Dashboard

Dashboard overview of various widgets
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Written by José Francisco Almada Valenzuela
Updated over a week ago

EG Wordpress Site: Add a Banner, Trust Logo & Testimonial

Update a Banner, Add Trust Logo & Add a Testimonial Walkthrough
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Top Bar Overview

Walk through the top bar settings & features
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Troubleshooting Your Integrations

Integration not working with Evergenius? Here are some common reasons why
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Twilio Account setup with EverGenius

Twilio account setup & adding a number walkthrough video
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Written by José Francisco Almada Valenzuela
Updated over a week ago

EG Wordpress Site: Add a blog

How to Add A blog on Wordpress Walkthrough Video
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Update Credit Card

Use the link below to update your credit card.
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Yext setup with EverGenius

How to add a new Yext location walkthrough video
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Zapier & WuFoo Integration with EverGenius

Zapier & WuFoo Integration with EverGenius Walkthrough
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Zapier & Clickfunnels Integration with EverGenius

Zapier & Clickfunnels Integration Walkthrough
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Written by José Francisco Almada Valenzuela
Updated over a week ago

EG‌ ‌Wordpress‌ ‌Site:‌ ‌Adding‌ ‌a‌ ‌Page‌

Create WordPress Page walkthrough
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Written by José Francisco Almada Valenzuela
Updated over a week ago

Action Funnels

Email Marketing: Action Funnels Overview
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Written by José Francisco Almada Valenzuela
Updated over a week ago