GeckoEngage | Gecko Academy

Sending data from UTM parameter(s) to your CRM

Guidance on how you can get your UTM parameters into your chosen CRM, for those who want all their tracking data in one place!

Written by Jonny Richardson
Updated over a week ago

Using the Default Template to send a copy of form responses

Read time: < 1 minute | A fully automated receipt of form submission.

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

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

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 by Campus Management

Read time: 1 minute | Integrate different modules from your Radius instance to Gecko.

Written by Jonny Richardson
Updated over a week ago

Integrating with Hobsons 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 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

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 yesterday

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

Export templates

Read time: 1 minute | Customise / Export / Save - Repeat.

Written by Jonny Richardson
Updated over a week ago

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

Default system dashboards

Read time: < 1 minute | Better understand how your account is performing with Dashboards.

Written by Chris Gibson
Updated over a week ago

Custom dashboards

Read time: < 1 minute | Create and customise your dashboards to monitor your success.

Written by Jonny Richardson
Updated over a week ago