EverGenius KnowledgeBase

EG Wordpress Site: Front Themes

Front Themes Overview

Written by José Francisco Almada Valenzuela
Updated over a week ago

EG WordPress Site: Settings Customization

Site Settings Customization Walkthrough

Written by José Francisco Almada Valenzuela
Updated over a week ago

Email Broadcasts

Email Marketing: Email Broadcasts Overview

Written by José Francisco Almada Valenzuela
Updated over a week ago

Email Lists

Email Marketing: Email Lists Overview

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.

Written by José Francisco Almada Valenzuela
Updated over a week ago

Analytics

Google, Re-targeting, Email Marketing & Keywords

Written by José Francisco Almada Valenzuela
Updated over a week ago

Email Marketing

Email Marketing overview

Written by José Francisco Almada Valenzuela
Updated over a week ago

Call Records

Viewing and Tracking your Call Records

Written by José Francisco Almada Valenzuela
Updated over a week ago

Changing Passwords

Password Overview

Written by José Francisco Almada Valenzuela
Updated over a week ago

EverGenius Account SignIn

Log in to EverGenius

Written by José Francisco Almada Valenzuela
Updated over a week ago

EverGenius Kick-Off Training Videos

EverGenius Kick-off Training & Lessons Videos

Written by José Francisco Almada Valenzuela
Updated over a week ago

Genius Funnels - Voice Broadcasts

How To Send Voice Broadcasts

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

Written by José Francisco Almada Valenzuela
Updated over a week ago

Google Analytics Setup with EverGenius

Google Analytics Integration with EverGenius Walkthrough

Written by José Francisco Almada Valenzuela
Updated over a week ago

Connecting Services via Integromat to Evergenius

Using Integromat for your integrations

Written by José Francisco Almada Valenzuela
Updated over a week ago

HonestDoctor

Honest Doctor review badge overview

Written by José Francisco Almada Valenzuela
Updated over a week ago

Contacts

Adding, Importing & Editing your Contacts

Written by José Francisco Almada Valenzuela
Updated over a week ago

How‌ ‌to‌ ‌Access‌ ‌Website‌ ‌Templates‌ ‌after‌ ‌ account‌ ‌setup‌

Written by José Francisco Almada Valenzuela
Updated over a week ago

How to Contact Support

EverGenius Contact Support Walkthrough

Written by José Francisco Almada Valenzuela
Updated over a week ago

How to Create a Review Widget

Review Widget Overview

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.

Written by José Francisco Almada Valenzuela
Updated over a week ago

How to take someone out of an Action funnel sequence

Action funnel help

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

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

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

Written by José Francisco Almada Valenzuela
Updated over a week ago

Opportunities

Opportunities section/tab overview

Written by José Francisco Almada Valenzuela
Updated over a week ago

PerfectAudience setup with EverGenius

PerfectAudience account setup walkthrough video

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

Written by José Francisco Almada Valenzuela
Updated over a week ago

Profile‌ ‌&‌ ‌Reputation‌

Push & pull reviews on social profiles & manage reputation

Written by José Francisco Almada Valenzuela
Updated over a week ago

Providers, Calendars, & Appointment

Setting EG Appointment through Provider's calendar

Written by José Francisco Almada Valenzuela
Updated over a week ago

Recent Activity

View any recent activity on EverGenius

Written by José Francisco Almada Valenzuela
Updated over a week ago

Reports

Agent Performance

Written by José Francisco Almada Valenzuela
Updated over a week ago

Conversations

Viewing & tracking your Conversations

Written by José Francisco Almada Valenzuela
Updated over a week ago

Creating an Evergreen Action Funnel

Nurture and retarget your leads with long-term action funnel steps

Written by José Francisco Almada Valenzuela
Updated over a week ago

SendGrid setup with EverGenius

SendGrid setup with Evergenius walkthrough video

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

Written by José Francisco Almada Valenzuela
Updated over a week ago

SMS Broadcasts

Sending out mass text messages to your lists.

Written by José Francisco Almada Valenzuela
Updated over a week ago

SMS‌ ‌Recor‌ds

Viewing SMS communications

Written by José Francisco Almada Valenzuela
Updated over a week ago

Social Connect

Post & track content on Social Media

Written by José Francisco Almada Valenzuela
Updated over a week ago

Dashboard

Dashboard overview of various widgets

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

Written by José Francisco Almada Valenzuela
Updated over a week ago

Top Bar Overview

Walk through the top bar settings & features

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

Written by José Francisco Almada Valenzuela
Updated over a week ago

Twilio Account setup with EverGenius

Twilio account setup & adding a number walkthrough video

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

Written by José Francisco Almada Valenzuela
Updated over a week ago

Update Credit Card

Use the link below to update your credit card.

Written by José Francisco Almada Valenzuela
Updated over a week ago

Yext setup with EverGenius

How to add a new Yext location walkthrough video

Written by José Francisco Almada Valenzuela
Updated over a week ago

Zapier & WuFoo Integration with EverGenius

Zapier & WuFoo Integration with EverGenius Walkthrough

Written by José Francisco Almada Valenzuela
Updated over a week ago

Zapier & Clickfunnels Integration with EverGenius

Zapier & Clickfunnels Integration Walkthrough

Written by José Francisco Almada Valenzuela
Updated over a week ago

EG‌ ‌Wordpress‌ ‌Site:‌ ‌Adding‌ ‌a‌ ‌Page‌

Create WordPress Page walkthrough

Written by José Francisco Almada Valenzuela
Updated over a week ago

Action Funnels

Email Marketing: Action Funnels Overview

Written by José Francisco Almada Valenzuela
Updated over a week ago