Everything you need to know to start
Learn the Customerly basics, install the live chat, import your contact, connect Facebook Page and so on.
Written by Luca MicheliLast update 11 months ago
Learn the Customerly basics, install the live chat, import your contact, connect Facebook Page and so on.
In order to populate Customerly with your data to deliver an email campaign or to build a workflow, you have several choices to start from.
Customerly treats the users and leads differently. Understand what they are in this article
How to track custom properties and how to use them to create an email campaign or a funnel
Learn the difference between tags and properties for email marketing
You will find an overview of your profile settings in the article