How To Populate Customerly With Your Data

In order to populate Customerly with your data to deliver an email campaign or to build an automation, you have several choices to start from.

Create a new team

This is the way to create a new team

Assign Conversation To Multiple Teammates

Is it possible to notify all teammates if a conversation has started? Yes, it is. And it’s simple. You need to assign the incoming conversations to a team shared with all your teammates.

Visitors, Users and Leads and: what's the difference?

Customerly treats the users and leads differently. Understand what they are in this article

Build your custom list

Defining a list is the most important part of every marketing campaign. The more specific and targeted is your message the more effective will be. This is why we offer a killer audience creation system.

Track custom properties

How to track custom properties and how to use them to create an email campaign or a funnel

Ask for reviews after the conversation has been solved

If you want to create a flow to ask a review after a conversation has been solved this is the quick tutorial to make it happen easily

How to get my Project ID or App ID?

An App ID is your Application Identifier for your website. We require an App ID to properly identify your Live Chat widget on your website.

How to create a tag?

How To Integrate Customerly With Zapier

Do you want to connect Customerly with another service? Use Zapier to achieve this.

How to download the mobile version of Customerly?

Bring your customer service wherever you go with Customerly mobile apps.

How to catch mysterious lights

Dedicated to all the Product Hunt users. This article is meant to save a lot of cats from the mysterious lights.

How to set lead/user property type?

How to set lead or a user property type in your Project

How to use the same account for managing different websites or projects

If you want to manage different websites with the same account this is the tutorial for you

Importing an existing contact list: which proprieties you don't have to match

If you are importing a list into Customerly, check this article and don't match these properties with your CSV/XML columns:

How to redeem a Discount Code

Do you have a discount code but you can't figure how to redeem it? Follow these instructions.

How to add or update a profile picture

Check these easy steps on how to add or update your profile picture

How to import a contact list

Learn on how to import your contact list to Customerly

How to create a project as a testing environment for your Live Chat software

Do you want to start testing your live chat software and not sure if you want to do it in your newly created project? Check this tutorial on how to create the second project for your testing environment.

What is the difference between properties and tags

Learn the difference between tags and properties for email marketing

How to integrate Calendly into Live Chat

Learn how to show your customers that you are available for booking a call with them via integrated Calendly in the Customerly Live Chat software