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- Peasy Marketing
- Peasy Sales
Knowledge Base
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Products
- Peasy Marketing
- Peasy Sales
Knowledge Base
English
- Melayu (Malay)

Setup your Account

How to Sign Up
Invite Your Team Members
Adding Labels
Adding Channels
Configure your account
Configure your profile

Channels

Inbox Specification and Constraints
Line
Telegram
Instagram
Facebook

Website Live Chat

Create Channel
Identity Validation
Prechat-form
Dark Mode
Conversation Continuity

WhatsApp

Communal WhatsApp
360Dialog
Twilio

Email

Create Channel
Configure IMAP
Configure SMTP
Forward to Email

Gmail

Add Forwarding Address
Generate App Password For Gmail Inbox
Allow Less Secure Access
Gmail

Billing

Prepaid
Available Plans

Custom Event Tracking

Setup Instructions

Using Peasy Sales as Agent

Contacts

Contacts
Importing Contact
Filtering and Searching Contacts
Folders

Conversations

Initiating and replying conversations
Sending canned response
Private conversations between agents
Deleting and copying messages
Sending conversation transcript via email
Switching to other conversations
Changing conversation status
Adding private notes
CSAT

Shortcuts

Command shortcuts
Keyboard shortcuts

Broadcast

Managing Broadcast

Canned Response

WhatsApp Template Messages
Creating and Deleting Canned Responses

Pre-requisite

How to setup my Facebook Business
How to setup my Facebook Page
How to grant admin access on my Facebook Business Account
How to add new admin to my Facebook Page
My BSN SME Grant fund has been disbursed. What’s Next?

For Starter, Standard and Pro Plan

How to setup my Facebook Ad Account
How to add new admin to my Facebook Ad Account

Getting Started

How to Sign-up to Peasy Marketing
How to Login to my Peasy Marketing account
How to setup my Business Profile
Understanding my Marketing Funnel Report
How to create Custom & Lookalike Audience from my customer database
Common Error Messages

For Starter, Standard and Pro Plan

Connecting Peasy to your Facebook Ad Account

Campaigns

How to Create a new campaign
How to top-up Prepaid Credit
How to Publish my Campaign
How to edit an existing campaign
FAQ
Common Error Messages

Campaign Creation Mode

How to create a Full Funnel Campaign
How to create a Single Objective Campaign?

Campaign Objectives

Supported Campaign Objectives
How to create an Awareness Campaign
How to create a Click Campaign
How to create an Engagement Campaign
How to create a Messages Campaign
How to create a Traffic Campaign

Lead Optimization

How to create a Facebook Lead Form
How to create a Lead generation Campaign

Conversion Optimization

How to setup a Facebook Pixel
How to create a Conversion Campaign

Anatomy of a Campaign

Campaign’s Predicted Result and Cost
Audience Segments
Changing Segment’s Budget Split and Bid
Budget allocation between Facebook, Instagram & Google
Editing Audience Details
How to upload my ad creative

Post Campaign Deployment

How to improve my Campaign’s Performance
How to Optimize Lead Quality

Overview

Campaign Dashboard
Contact Report
Dashboard
Custom Audience
Connecting Peasy to my Ad Accounts

Agent Assignment

Manual Assignment
Load Balancing Assignment

Automations

Creating and Deleting Automations
Automation

Custom Attributes

Conversation custom attributes
Contact attributes
Data types and conditions

Reports

Team reports
Inbox reports
Label reports
Agent reports
CSAT
Download agent Reports
Resolution Count
Resolution Time
First Response Time
Outgoing Messages
Incoming Messages
Conversations

Segments

Segments

Chatbot

Creating and Editing Chatbots

Home
Docs
Channels
Email
Create Channel

Create Channel

Step 1. Click on “Add Inbox” button from Settings > Inboxes page.