Engagex customers are each assigned an account manager. Your account manager is your main point of contact at Engagex. If, for whatever reason, you don't know who your account manager is, you can reach the account management team by phone or email. 800.515.8734 customerservice@engagex.com

At Engagex, we use a team approach instead of having a single caller set your appointments. The team approach allows us to consistently reach your customers at a better engagement rate, because we can call at various times of the day. This is especially helpful for customers who are better reached after hours. Additionally, the team approach ensures that your service isn't disrupted by illness or employee turnover.

We will start making calls soon after your list has been uploaded starting on the 1st of the month. Your appointments will be scheduled for the times selected on your Engagex calendar in the Agent Portal.

Our callers make calls between the hours of 10 AM and 7 PM local time. Engagex uses a variety of methods to reach clients and will alternate when calls are made within these calling hours to increase the chances of speaking with them.

Your card will automatically be charged on the first business day of each month.

We call each client up to 3 times. On the 1st and 2nd attempts, we do not leave a voicemail. On the 3rd attempt, we will leave a voicemail providing your office number as the callback number.

Yes, we need a client list each month. You are welcome to re-upload previous lists so we can reach remaining customers we haven't reached out to yet, however, we do need it uploaded each month. This is because our security protocols only allow lists to stay active in the system for 30 days.

In order for us to fulfill your appointments, you need to upload the list between the 1st and the 10th of the month in which we're making calls.

For the Guaranteed Appointment Packages, we ask for 10x the number of guaranteed appointments. For example: if you are on the 10 appointments package, we ask for 100 names. If you're on the 15 appointments package, we need 150, and so on. For the Per Name packages, upload the number of names that you're paying for.

Your lists will be stored in our system for 90 days. Once the list has been in the system for 90 days, it will be removed. The information that will remain is the client history for numbers we have called - this way, if you upload a list with the clients that have already been called, the call history will remain.

When an appointment has been scheduled for you, you'll receive an email with the appointment information and a link that allows you to add the appointment to an Outlook calendar. You will also see the appointment on your Engagex calendar on the Agent Portal.

For the Guaranteed Appointment packages, we rarely call your entire list. We will call until your guaranteed number of appointments have been set. Any remaining names on your list can be uploaded the following month for calling. For the Per Name packages, we will call all of your names up to 3 times each.

If we don't schedule all of your guaranteed appointments, we will credit your account with additional appointments for the following months of service; as long as you... Provided sufficient names before the 10th of the month Have enough available appointment slots on your calendar Reach out to your account manager and they will apply the credits to your account.

You can choose to receive notifications via text or email. You can also download the Engagex app and receive notifications that way.

You can view the number of appointments that have been made by logging into the Agent Portal. The Dashboard will show you how many appointments have been set.

Engagex customers are each assigned an account manager. Your account manager is your main point of contact at Engagex. If, for whatever reason, you don't know who your account manager is, you can reach the account management team by phone or email. 800.515.8734 customerservice@engagex.com

At Engagex, we use a team approach instead of having a single caller set your appointments. The team approach allows us to consistently reach your customers at a better engagement rate, because we can call at various times of the day. This is especially helpful for customers who are better reached after hours. Additionally, the team approach ensures that your service isn't disrupted by illness or employee turnover.

We will start making calls soon after your list has been uploaded starting on the 1st of the month. Your appointments will be scheduled for the times selected on your Engagex calendar in the Agent Portal.

Our callers make calls between the hours of 10 AM and 7 PM local time. Engagex uses a variety of methods to reach clients and will alternate when calls are made within these calling hours to increase the chances of speaking with them.

Your card will automatically be charged on the first business day of each month.

We call each client up to 3 times. On the 1st and 2nd attempts, we do not leave a voicemail. On the 3rd attempt, we will leave a voicemail providing your office number as the callback number.

Yes, we need a client list each month. You are welcome to re-upload previous lists so we can reach remaining customers we haven't reached out to yet, however, we do need it uploaded each month. This is because our security protocols only allow lists to stay active in the system for 30 days.

In order for us to fulfill your appointments, you need to upload the list between the 1st and the 10th of the month in which we're making calls.

For the Guaranteed Appointment Packages, we ask for 10x the number of guaranteed appointments. For example: if you are on the 10 appointments package, we ask for 100 names. If you're on the 15 appointments package, we need 150, and so on. For the Per Name packages, upload the number of names that you're paying for.

Your lists will be stored in our system for 90 days. Once the list has been in the system for 90 days, it will be removed. The information that will remain is the client history for numbers we have called - this way, if you upload a list with the clients that have already been called, the call history will remain.

When an appointment has been scheduled for you, you'll receive an email with the appointment information and a link that allows you to add the appointment to an Outlook calendar. You will also see the appointment on your Engagex calendar on the Agent Portal.

For the Guaranteed Appointment packages, we rarely call your entire list. We will call until your guaranteed number of appointments have been set. Any remaining names on your list can be uploaded the following month for calling. For the Per Name packages, we will call all of your names up to 3 times each.

If we don't schedule all of your guaranteed appointments, we will credit your account with additional appointments for the following months of service; as long as you... Provided sufficient names before the 10th of the month Have enough available appointment slots on your calendar Reach out to your account manager and they will apply the credits to your account.

You can choose to receive notifications via text or email. You can also download the Engagex app and receive notifications that way.

You can view the number of appointments that have been made by logging into the Agent Portal. The Dashboard will show you how many appointments have been set.