EngageBay Affiliate Program 2025

What is EngageBay?

Overview

EngageBay is an all-in-one marketing, sales, and service automation platform designed to help small and medium-sized businesses grow by streamlining their customer engagement processes. Launched in 2017, the company is headquartered in Fremont, California, USA. EngageBay focuses on providing cost-effective yet comprehensive CRM and marketing automation tools that combine email marketing, sales automation, helpdesk services, and more within a single integrated platform.

Yes, EngageBay offers a mobile application available on both iOS and Android devices, allowing users to manage their marketing campaigns, sales pipelines, and customer service tickets on the go.

Currently, EngageBay attracts an estimated 200,000+ monthly visitors to its website. Its primary markets come mainly from the United States, India, United Kingdom, Canada, and Australia, reflecting its global reach and appeal to English-speaking business communities.

Key Features of EngageBay

  • CRM & Contact Management: Maintain detailed customer profiles, track interactions, and organize contacts effectively to improve sales and marketing efficiency.
  • Marketing Automation: Automate email campaigns, lead nurturing sequences, and personalized communication based on user behavior and engagement.
  • Sales Automation: Manage pipelines, deals, and sales tasks seamlessly with built-in tracking and forecasting features.
  • Helpdesk & Customer Support: Provide ticket management, live chat, and knowledge base support to enhance customer satisfaction and retention.
  • Landing Pages & Forms: Build customizable landing pages and web forms without coding to capture leads and drive conversions.
  • Analytics & Reporting: Access comprehensive dashboards and reports to measure campaign performance, sales outcomes, and customer support metrics.
  • Integrations: Connect with various third-party tools including Zapier, Shopify, Mailchimp, and more to extend functionality.

Benefits of Using EngageBay

  • Cost-Effective Solution: EngageBay offers competitive pricing plans, including a robust free tier, making it accessible for startups and growing businesses.
  • Unified Platform: Combining marketing, sales, and support tools reduces the need for multiple subscriptions and minimizes data silos.
  • User-Friendly Interface: The platform is designed for non-technical users with intuitive dashboards and drag-and-drop builders.
  • Scalability: EngageBay grows with your business, providing flexible plans and advanced features as your needs evolve.
  • Improved Team Collaboration: Centralized contact and task management increase transparency and productivity across marketing, sales, and support teams.

Applications of EngageBay

EngageBay is primarily used by small to mid-sized businesses looking to unify their customer engagement efforts without breaking the bank. Common applications include:

  • Lead Generation and Nurturing: Capturing leads through landing pages and automating follow-ups to convert prospects into customers.
  • Sales Pipeline Management: Tracking deals and automating sales tasks to shorten sales cycles and boost revenue.
  • Customer Support Excellence: Managing service tickets and providing multi-channel support via email, chat, and knowledge bases.
  • Email Marketing Campaigns: Creating and sending targeted, behavior-driven email communication to increase engagement and retention.
  • Business Analytics: Monitoring marketing campaign effectiveness, sales performance, and customer satisfaction metrics to optimize strategies.

Overall, EngageBay stands out as a versatile and budget-friendly CRM and automation suite well-suited for businesses that want an integrated approach to marketing, sales, and service management.

EngageBay Pricing Policy

Free Plan Availability and Features

EngageBay offers a free plan that is designed to help small businesses and startups get started with their marketing, sales, and customer support efforts without any initial investment. The free plan includes access to key features such as contact management, email marketing, landing pages, live chat, ticketing, and helpdesk functionalities. Users can manage up to 1,000 contacts, which is quite generous for a free tier, and get access to basic marketing automation and deal management tools.

Trial Period and Trial Policy

EngageBay provides a free forever plan rather than a traditional free trial, allowing users to continue using the basic features at no cost indefinitely. For the paid plans, EngageBay typically does not enforce a limited-time free trial but enables users to upgrade from the free plan to a paid one at any time. This approach allows users to test the platform’s free features during as long as they wish and then decide whether to commit to a paid plan based on their evolving business needs.

Pricing Plans and Features

The paid plans at EngageBay are structured into three main tiers, all billed monthly or annually with discounts available for annual subscriptions:

1. Basic Plan – Starting at $14.99/month (billed annually)

This plan is ideal for growing businesses that need enhanced marketing and sales capabilities beyond the free tier. It includes:

  • Up to 10,000 contacts
  • Email sequences and drip campaigns
  • Advanced marketing automation
  • Landing pages and web forms
  • Shared inbox and tickets with automation
  • Live chat and chatbot
  • Deal management and appointment scheduling

2. Growth Plan – Starting at $49.99/month (billed annually)

Designed for expanding teams, this tier adds more automation features and includes:

  • Up to 25,000 contacts
  • Advanced marketing automation builder with workflow triggers
  • Behavioral email sequences
  • Greater limits on landing pages and emails
  • Sales and support CRM features including task automation

3. Pro Plan – Starting at $79.99/month (billed annually)

This is the most comprehensive plan tailored for established businesses with higher contact volumes and complex workflows. It includes:

  • Up to 100,000 contacts
  • Advanced call automation and sequences
  • Custom reporting and analytics
  • Priority support
  • Additional customization and integrations

All paid plans are available on a monthly subscription basis, but EngageBay offers roughly a 20% discount for annual prepayment. The pricing is subscription-based, with no pay-as-you-go or lifetime purchase options currently available. Users scale their plan according to the number of contacts and feature requirements, paying a fixed monthly or annual fee depending on the chosen plan.

EngageBay Affiliate Program

EngageBay Affiliate Program Review

EngageBay is an all-in-one marketing, sales, and service automation platform designed to help small and medium-sized businesses effectively manage their customer relationships and grow revenue. Their affiliate program offers marketers and partners an opportunity to earn commissions by referring new customers to their platform. Drawing from the latest information on EngageBay’s official resources as well as affiliate insights from Affresources.com, here is an in-depth review of the EngageBay Affiliate Program.

Commission Structure

  • Commission Rates: Affiliates earn recurring commissions of 20% on the monthly subscription fee paid by referred customers. This means every time a referred customer pays their monthly subscription, the affiliate receives 20% of that fee.
  • Commission Duration: Commissions are recurring for as long as the customer remains subscribed, giving affiliates the potential for long-term passive income.
  • Sub-Affiliate Program: EngageBay does not currently offer a sub-affiliate program, so you earn commissions only on your direct referrals.
  • Cookie Duration: The platform uses a cookie tracking window of 90 days. This means if a referred visitor converts within 90 days of clicking your affiliate link, you will receive credit for that sale.
  • Affiliate Management: The EngageBay affiliate program is managed internally through their own affiliate interface, rather than being hosted on third-party affiliate networks.

EngageBay Promotion Policy

✅ Allowed Promotional Channels

  • Content marketing such as blogs, articles, and reviews
  • Email marketing campaigns compliant with anti-spam laws
  • Social media promotion on platforms like Facebook, Twitter, LinkedIn, and Instagram
  • Paid ads via Google Ads, Facebook Ads, and other PPC platforms (as long as EngageBay trademarks are not bid on or misused)
  • YouTube product reviews and tutorials
  • Webinars and live demonstrations

❌ Prohibited Promotional Channels

  • Spamming through unsolicited emails or messages
  • Using EngageBay’s trademarks or brand name in domain names or URLs without permission
  • Bidding on EngageBay brand keywords in PPC campaigns in ways that violate their policy
  • Any form of deceptive or misleading advertising
  • Coupon or deal sites promoting without prior approval

Commission Payment

  • Approval Time: Commissions are typically approved after a 30-day waiting period to ensure the referred customer is legitimate and payment is settled.
  • Minimum Payout Threshold: Affiliates must accumulate at least $50 USD in commissions before payment is released.
  • Payment Frequency: Payments are processed on a monthly basis, generally within the first 10 days of the following month.
  • Payment Methods: Affiliates are paid via PayPal. EngageBay does not currently list other payment methods.

Summary

The EngageBay Affiliate Program stands out for its attractive 20% recurring commission model, which can generate sustainable revenue for affiliates who consistently refer paying customers. The 90-day cookie duration and internal affiliate management platform simplify tracking and payouts. Promotional guidelines provide flexibility, allowing marketing through various digital channels while maintaining brand integrity with clear restrictions.

For marketers specializing in SaaS, CRM, marketing automation, or sales software niches, EngageBay’s affiliate program offers a competitive opportunity, especially considering the recurring nature of commissions and EngageBay’s growing reputation in the SMB software market.

How to Join EngageBay Affiliate Program

1. Visit the Affiliate Program Page on EngageBay’s website.

2. Sign up for an EngageBay account if you do not already have one.

3. Apply to join the EngageBay affiliate program by submitting the required information through the application form.

4. Wait for approval from EngageBay’s affiliate management team.

5. Once approved, access your affiliate dashboard to obtain your unique referral links and marketing materials.

6. Start promoting EngageBay’s products and services using your affiliate links.

7. Track your referrals, clicks, and commissions through the affiliate dashboard.

If you have any questions or need assistance during the process, you can contact EngageBay via their support email or through their official contact page on the website.

Email Contact
support@engagebay.com
 Affiliate Program

EngageBay Affiliate Program Summary Table

Website
Industry
Product Type
Headquarters
Launch
Monthly Traffic
Target Market
Top Market
Mobile App

Pricing Plan

Starting Price
$
Trial
Payment Model

Commission Structure

Commission Type
Commission
30% Recurring
Cookies
Sub Affiliate
Affiliate Network
PPC Allowed
Commission Approved

Commission Payment

Minimum Payment
Payment Cycle
Payment Method

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