Exponexa Learning Hub

Contact Engagement score

The Contact Engagement Score is a numerical value that tracks how actively a contact interacts with a business. Each interaction impacts the score based on predefined rules. Positive actions like link clicks or payments increase the score, while negative actions like email bounces or unsubscribes reduce it. This ensures the score accurately reflects a contact’s engagement level.

Contacts & Opportunities

The Contact Engagement Score is a numerical value that tracks how actively a contact interacts with a business. Each interaction impacts the score based on predefined rules. Positive actions like link clicks or payments increase the score, while negative actions like email bounces or unsubscribes reduce it. This ensures the score accurately reflects a contact’s engagement level.

AI Automations How-To Guide

This how‑to guide provides a concise overview of Exponexa’s AI email automations — detailing each AI assistant’s purpose (e.g., prospect outreach, follow‑ups, trade‑show engagement, client check‑ins), explains the difference between short‑ and long‑term campaigns, outlines all configurable AI settings (like tone, timing, and personalized notes), and gives clear, step‑by‑step instructions for starting or stopping automations from Contacts, Smart Lists, and Conversations.

AI Automations

This how‑to guide provides a concise overview of Exponexa’s AI email automations — detailing each AI assistant’s purpose (e.g., prospect outreach, follow‑ups, trade‑show engagement, client check‑ins), explains the difference between short‑ and long‑term campaigns, outlines all configurable AI settings (like tone, timing, and personalized notes), and gives clear, step‑by‑step instructions for starting or stopping automations from Contacts, Smart Lists, and Conversations.

Zoom - How to Integrate Zoom with Exponexa Calendars

By connecting your Zoom account, you can generate dynamic meeting links, reducing the time spent for any manual actions. If you have selected Zoom as your meeting location in any calendar, upon a new booking, the system will automatically generate a unique Zoom link, which will be sent along with the calendar invite.

Calendar & Scheduling

By connecting your Zoom account, you can generate dynamic meeting links, reducing the time spent for any manual actions. If you have selected Zoom as your meeting location in any calendar, upon a new booking, the system will automatically generate a unique Zoom link, which will be sent along with the calendar invite.

How to Set Up a Dedicated Sending Domain

A dedicated sending domain allows you to send emails that appear to be coming from your brand, which can help you maintain a better reputation with email services.

Email

A dedicated sending domain allows you to send emails that appear to be coming from your brand, which can help you maintain a better reputation with email services.

How to export contacts to a CSV

This feature allows users to select specific contacts, customize the relevant information columns, and download a .csv file. This exported file can be used for transferring contacts between accounts, importing them into another system, or for other purposes, making contact management more efficient and hassle-free.

Contacts & Opportunities

This feature allows users to select specific contacts, customize the relevant information columns, and download a .csv file. This exported file can be used for transferring contacts between accounts, importing them into another system, or for other purposes, making contact management more efficient and hassle-free.

Setting Up Linked Calendars & Conflict Calendars

In Team/Group calendars (Round Robin, Service, Class, and Collective Calendars), appointments assigned to a particular user can be synced to Third Party Calendars (Google / Outlook / iCloud) and the events from Third Party Calendars can be read and synced to the system.

Calendar & Scheduling

In Team/Group calendars (Round Robin, Service, Class, and Collective Calendars), appointments assigned to a particular user can be synced to Third Party Calendars (Google / Outlook / iCloud) and the events from Third Party Calendars can be read and synced to the system.

How to add additional Email Addresses to a contact

Adding additional email address fields when creating or editing a contact.

Contacts & Opportunities

Adding additional email address fields when creating or editing a contact.

How to Integrate Outlook Calendars & Teams Video Conference

Connecting your Outlook Calendar helps you sync your bookings from Outlook Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management.

Calendar & Scheduling

Connecting your Outlook Calendar helps you sync your bookings from Outlook Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management.

How to Integrate iCloud with Exponexa Calendars

Connecting your iCloud Calendar helps you sync your bookings from iCloud Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management.

Calendar & Scheduling

Connecting your iCloud Calendar helps you sync your bookings from iCloud Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management.

How to Bulk Add/Remove Tags to Selected Contacts

You can select multiple contacts and add or remove tags using a bulk action.

Contacts & Opportunities

You can select multiple contacts and add or remove tags using a bulk action.

How to Integrate Google with Exponexa Calendars

Connecting your Google Calendar helps you sync your bookings from Google Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management.

Calendar & Scheduling

Connecting your Google Calendar helps you sync your bookings from Google Calendar to the system and vice versa. This ensures correct availability, prevents double bookings, and facilitates seamless scheduling and booking management.

Bulk Importing Contacts via CSV in Exponexa: Training Guide

This guide walks users through the process of importing contacts into Exponexa using a CSV file. It outlines key prerequisites—such as having admin access, proper CSV formatting, and required fields like email or phone number. The guide provides steps for preparing and cleaning your data, importing contacts using unique identifiers, and leveraging features like additional email support, custom field formats, and automated pipeline assignment.

Contacts & Opportunities

This guide walks users through the process of importing contacts into Exponexa using a CSV file. It outlines key prerequisites—such as having admin access, proper CSV formatting, and required fields like email or phone number. The guide provides steps for preparing and cleaning your data, importing contacts using unique identifiers, and leveraging features like additional email support, custom field formats, and automated pipeline assignment.

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