Introduction
The Engage section in Swiftwebsites.ai acts as your built-in CRM (Customer Relationship Manager). Every lead, form submission, order, or message collected through your websites, funnels, or membership areas is automatically stored here.
With Engage you can:
Track and manage contacts in a CRM-style dashboard
View and filter messages from forms or pages
Use tags and custom properties to organize your audience
Segment contacts for targeted follow-up
CRM – Managing Your Contacts
Every form submission automatically creates a contact record in the CRM.
Contact profiles display:
Submitted forms and messages
Orders (if eCommerce is enabled)
Notes and custom data
You can:
Edit contact details
Tag contacts for organization (e.g., “New User”)
Filter contacts using tags or properties
Save filters as segments (e.g., “All New Users”)
Delete, export, or manually add new contacts
Messages – Tracking Form Submissions
All form messages are listed in the Messages section.
You can filter messages by form name to see which page or funnel they came from.
Export messages for reporting or backup.
Click on a message to open the contact profile directly in the CRM.
Tags and Custom Properties
Tags let you categorize users quickly (e.g., New User, VIP, Subscriber).
Custom properties allow you to collect and store unique information about users.
Example: Add an Age property (number type).
Make the property available on forms, so submissions automatically populate the CRM.
This makes your CRM flexible, letting you capture the exact data you need for your business.
Using Engage with Forms
Add fields like name, email, phone, or custom properties (e.g., age) to forms.
When a user submits a form, data is:
Sent to your CRM
Stored in the Messages section
Available for segmentation and filtering
You can also set email notifications for each form submission.
Best Practices
Keep contact data organized with consistent tagging.
Create segments for groups you need to target regularly (e.g., trial users, paid customers).
Use custom properties only for important data you’ll act on. Keep forms simple for higher conversion.
Regularly export your CRM data as a backup.
Set up email notifications to ensure you don’t miss new leads.
Quick Workflow Recap
Access Engage from your dashboard
View contacts in the CRM with full profiles and activity history
Track submissions in the Messages section
Organize contacts with tags and custom properties
Create saved segments for fast filtering
Export or update contacts as needed