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. For Pay-As-You-Go packages, calls will begin shortly after you upload your list(s).

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. Pay-As-You-Go packages will be billed when a list is uploaded.

For Guaranteed Appointment packages, 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. With other package types, the number of times we reach out varies according to call type and script. Your account manager can give you details on your selected package.

For all subscription based packages, yes - we need a client list each month. You are welcome to generate the same lists so we can reach remaining clients we haven't reached out to yet, however, we do need you to upload a list to the Agent Portal each month. This is because we are only allowed to keep a list active for 30 days for security purposes. If you're on a Pay-As-You-Go package type, you do not have to upload a list every month. You'll only be charged when you upload a list.

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. For Pay-As-You-Go packages, the number of names you upload is up to you. You'll be billed for the number of names you upload.

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. While we store lists for 90 days, your lists only remain active for 30 days after uploading.

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. If you've chosen to integrate your Outlook calendar, you have the option to enable appointments to automatically show up on your Outlook calendar.

Guaranteed Appointment Packages: We rarely have to call your entire list to set the number of guaranteed appointments. We will call until the number of guaranteed appointments has been set. Any remaining names on your list can be uploaded the following month for calling. Per Name and Pay-As-You-Go- Packages: The number of names we'll call varies according to your package and script type. Your account manager can provide you with those details if needed.

On the rare occasion that we fall short on your guaranteed appointments, we will credit your account with additional appointments for the following months of service; as long as you... Provided sufficient names between the 1st and the 10th of the month in which we're making calls 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 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 as well as the number of callable names remaining for the month.

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. For Pay-As-You-Go packages, calls will begin shortly after you upload your list(s).

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. Pay-As-You-Go packages will be billed when a list is uploaded.

For Guaranteed Appointment packages, 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. With other package types, the number of times we reach out varies according to call type and script. Your account manager can give you details on your selected package.

For all subscription based packages, yes - we need a client list each month. You are welcome to generate the same lists so we can reach remaining clients we haven't reached out to yet, however, we do need you to upload a list to the Agent Portal each month. This is because we are only allowed to keep a list active for 30 days for security purposes. If you're on a Pay-As-You-Go package type, you do not have to upload a list every month. You'll only be charged when you upload a list.

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. For Pay-As-You-Go packages, the number of names you upload is up to you. You'll be billed for the number of names you upload.

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. While we store lists for 90 days, your lists only remain active for 30 days after uploading.

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. If you've chosen to integrate your Outlook calendar, you have the option to enable appointments to automatically show up on your Outlook calendar.

Guaranteed Appointment Packages: We rarely have to call your entire list to set the number of guaranteed appointments. We will call until the number of guaranteed appointments has been set. Any remaining names on your list can be uploaded the following month for calling. Per Name and Pay-As-You-Go- Packages: The number of names we'll call varies according to your package and script type. Your account manager can provide you with those details if needed.

On the rare occasion that we fall short on your guaranteed appointments, we will credit your account with additional appointments for the following months of service; as long as you... Provided sufficient names between the 1st and the 10th of the month in which we're making calls 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 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 as well as the number of callable names remaining for the month.