Setting up & Updating your Account
Track Leads, Clients, and Revenue by Sector in BANG
We’ve added a Sector field on the Lead, Client, and Enrollment screens in BANG across all countries. This field includes the following options: Business to Business (B2B) Business to Customer (B2C) Business to Government (B2G) Note for UK Users: ...
How to Add & Import Schools in BANG
This article will go over the steps on how to add and import schools in BANG. See the attached PDF!
How to use multiple dashlets to manage your team
Where to Change Name Display Settings
Customizing Email Template Signatures Using HTML
Can I Turn Off Automated BANG Emails to a Client?
You can prevent BANG email communications from being sent to your clients. Follow these steps: 1. Go to the Client Care > Clients list 2. Filter for the client who no longer needs to receive BANG emails 3. Select the Edit (pencil) icon beside the ...
Adding a Team Member (EC, Administrator, Employee) in BANG
Hover over Activities Select Team Members where you will see the Directory of everyone on your team. Click on Add a Team Member In the PERSONAL INFORMATION section fill in: Title: Suffix: First Name *Mandatory Last Name *Mandatory Birth ...
Customizing your email templates
Accessing your email templates To access your email templates hover over Activities and click Email Templates. This brings you to the list of all email templates. In the left-hand menu, you also have the option to see the templates sorted by function ...
What do I do if my team member cannot log in to BANG?
Confirm with your team member which valid email address they would like to use in the system In the top menu bar, go to Activities > Team Members Click the filter icon Under the Quick Filter tab in the Name field: Enter your team member’s name Click ...
BANG Email Templates: Opting out of an automatic email
In the top menu, go to Activities > Email Templates Click the name of the email template you would like to opt out of Click the Duplicate button shown below to duplicate and edit the original email template Check the Opt-Out Email checkbox and ...
Zones - How to Set up and Use
What is a zone? A zone is a field which you can use to segment your region in a way that is useful for your business. Zones can be separated by individual postal/zip code, a group of postal/zip codes, neighbourhoods, transportation routes, or any ...
BANG Email Templates: Updating Social Media Icon Links in Email Signature
Watch the below demo video to see how to update the social media icon hyperlinks in your email signature in the BANG email templates.
Edit locale settings (time zone, currency & date format)
To edit your locale settings, follow these steps: In the top right corner of the page, hover over the Gear icon and select Settings At the top of the page, click on the Advanced tab Scroll down to the Locale Settings section. Here you can edit your: ...
Changing your password
To change your password, follow these steps: In the top right corner of the page, hover over the Gear icon and select Settings At the top of the page, click on the Password tab Enter your current password Enter your new password Confirm new password ...
Updating your account settings
Follow these steps to update your account settings: In the top right corner, hover over the gear icon and select Settings In the USER PROFILE section, you can edit the following: Username First Name Last Name Upload Photo Scroll down to EMPLOYEE ...
Setting up your account
Use the following steps to set up your account the first time you log in. Enter username and password into BANG Click NEXT > On the Your Information screen, update your operational contact details: First Name Last Name Email Gender Phone Primary ...