GeckoEngage

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

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 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

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

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

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

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

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

Custom dashboards

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

Written by Jonny Richardson
Updated over a week ago