Go to Gecko
All Collections
GeckoEngage
GeckoEngage
Master Gecko's system wide functionality.
43 articles in this collection
Written by
Chris Gibson
and
Jonny Richardson
⚙️ Account Settings
User Settings
Read time: < 2 minutes | A tour of the options available in User Settings.
Written by
Jonny Richardson
Updated over a week ago
Two factor authentication
Read time: < 2 minutes | Utilise the power of 2FA to make your account safer than ever.
Written by
Jonny Richardson
Updated over a week ago
Account settings overview
Read time: 1 minute | Change default account settings in a few simple clicks.
Written by
Chris Gibson
Updated over a week ago
Account branding
Read time: 1 minute | Customise the way your account looks to match your institution's branding.
Written by
Chris Gibson
Updated over a week ago
👩💼 Users
Creating, deleting and editing users
Read time: < 1 minute | Learn to master the art of user management.
Written by
Chris Gibson
Updated over a week ago
User groups and permissions
Read time: 2 minutes | Effectively manage what your team can interact with.
Written by
Chris Gibson
Updated over a week ago
💬 Email & SMS Templates
Email senders
Read time: 1 minute | Set up verified senders to send emails from.
Written by
Chris Gibson
Updated over a week ago
Email templates
Read time: 4 minutes | Create complex email templates dynamically use information from within the system.
Written by
Chris Gibson
Updated over a week ago
Email/SMS template tags
Read time: 3 minutes | Personalise messages from Gecko using dynamic content with template tags.
Written by
Jonny Richardson
Updated over a week ago
Adding Images to the Basic Email Template
Read time: < 2 minutes | Follow these steps to add an image to your email.
Written by
Jonny Richardson
Updated over a week ago
💻 CRM Integrations
Integrating with Slate
Read time: 2 minutes | Quick guide on how to setup your integration with Slate
Written by
Jonny Richardson
Updated over a week ago
Integrating with Ellucian
Read time: 3 minutes | Quick guide to integrating with Ellucian
Written by
Jonny Richardson
Updated over a week ago
Integrating with Radius
Read time: 1 minute | Integrate different modules from your Radius instance to Gecko.
Written by
Jonny Richardson
Updated over a week ago
Integrating with Connect
Read time: 1 minute | Integrate different modules from your connect instance to Gecko.
Written by
Jonny Richardson
Updated over a week ago
Integrating with Salesforce
Read time: < 1 minute | Simple integration with one of the world's most popular CRM systems.
Written by
Jonny Richardson
Updated over a week ago
Integrating with Microsoft Dynamics 365
Read time: 3 Minutes | Integrate Dynamics 365 with Gecko.
Written by
Jonny Richardson
Updated over a week ago
Integrating with dotdigital
Read time: < 1 minute | All the help you'll need to link your Gecko and dotdigital/ dotmailer accounts.
Written by
Jonny Richardson
Updated over a week ago
Integrating with Webhooks
Read time: 2 minutes | How to create and use Webhooks in Gecko.
Written by
Jonny Richardson
Updated over a week ago
CRM integrations and exports
Read time: < 1 minute | Learn to quickly integrate with your CRM and get up and running.
Written by
Chris Gibson
Updated over a week ago
Integrate drop-drown fields from Connect
Read time: 2 minutes | Map drop-down fields and import all of the available options along with the field.
Written by
Jonny Richardson
Updated over a week ago
📇 Contacts
Contact fields
Read time: < 1 minute | Specify what information needs to be gathered for each unique record in your system.
Written by
Chris Gibson
Updated over a week ago
Matchable fields
Read time: 2 minutes | Handy tips to avoid contact duplication with merge fields as your contacts grow.
Written by
Jonny Richardson
Updated over a week ago
Managing and editing contacts
Read time: < 3 minutes | Gecko allows for automated duplication checks, as well as management of existing contacts.
Written by
Chris Gibson
Updated over a week ago
🏷 Filters and labels
Advanced contact searches
Read time: 2 minutes | Use complex filters to find the right information in a heartbeat.
Written by
Chris Gibson
Updated over a week ago
Filtering data
Read time: 1 minute | Build smart filters and better manage your data across Gecko.
Written by
Jonny Richardson
Updated over a week ago
Creating & using labels
Read time: 2 minutes | Automatically flag specific contacts and filter them later based on their label.
Written by
Chris Gibson
Updated over a week ago
🏛 Organisations
Organisations
Read time: 3 minutes | Scope out the best sources of applicants with Organisations.
Written by
Jonny Richardson
Updated over a week ago
📥 Import data
Importing contacts
Read time: 2 minutes | Quickly and easily upload data from a .CSV file.
Written by
Jonny Richardson
Updated over a week ago
Importing responses
Read time: < 3 minutes | Import responses directly from a .CSV file and link them to a specific form.
Written by
Chris Gibson
Updated over a week ago
Importing events
Read time: 1 minute | Create events en masse with simple .CSV imports.
Written by
Jonny Richardson
Updated over a week ago
Importing organisations
Read time: < 2 minutes | Keep your Organisations up to speed with simple .CSV imports.
Written by
Jonny Richardson
Updated over a week ago
Recurring imports
Read time: < 3 minutes | Ensure your data is accurate with FTP/SFTP recurring imports.
Written by
Jonny Richardson
Updated over a week ago
Importing contacts from your CRM
Read time: < 1 minute | Import contacts directly from Radius and Connect into Gecko.
Written by
Jonny Richardson
Updated over a week ago
Importing events from your CRM
Read time: < 1 minute | Learn how to integrate events between your CRM and Gecko.
Written by
Jonny Richardson
Updated over a week ago
📤 Export data
Exporting contacts
Read time: 1 minute | Export Contact data into a .CSV file.
Written by
Chris Gibson
Updated over a week ago
Exporting responses
Read time: < 1 minute | Efficiently export form data as a .CSV spreadsheet for analysis.
Written by
Jonny Richardson
Updated over a week ago
Exporting campaigns & broadcasts
Read time: 2 minutes | Export contacts in your call campaign, along with their statuses or export specific details about calls.
Written by
Jonny Richardson
Updated over a week ago
Exporting organisations
Read time: 1 minute | Export your internal organisation information.
Written by
Jonny Richardson
Updated over a week ago
Exporting calls
Read time: 2 minute | Export details of your calls made using GeckoTalk.
Written by
Jonny Richardson
Updated over a week ago
Exporting events
Read time: 2 minute | Export an overview of all of your events within Gecko.
Written by
Jonny Richardson
Updated over a week ago
Exporting attendees
Read time: < 1 minute | Quickly produce a list of attendee details for a specific event.
Written by
Jonny Richardson
Updated over a week ago
Exporting messages
Read time: 2 minutes | Export an overview of all messages sent from Gecko.
Written by
Jonny Richardson
Updated over a week ago
📈 Dashboards
Custom dashboards
Read time: < 1 minute | Create and customise your dashboards to monitor your success.
Written by
Jonny Richardson
Updated over a week ago