EngageBay CRM

EngageBay CRM

Program Terms

EngageBay Affiliate Branding GuidelinesIntroduction

These branding guidelines are designed to help affiliates, partners, publishers, and content creators represent EngageBay consistently and professionally across marketing channels.

The goal is to maintain strong brand consistency while enabling affiliates to create high-converting campaigns, comparison content, reviews, videos, advertisements, and educational materials.

 

Brand OverviewBrand Positioning

EngageBay is an AI-powered all-in-one CRM platform built for small and mid-sized businesses.

The platform combines:

  • Marketing Automation
  • Email Marketing
  • Sales CRM
  • Helpdesk & Customer Support
  • Live Chat
  • AI-powered productivity tools

into one affordable and easy-to-use platform.

Core Messaging Themes

Affiliates should focus messaging around:

  • Affordability
  • Simplicity
  • All-in-one functionality
  • AI-powered productivity
  • SMB growth
  • Operational efficiency
  • CRM consolidation

 

Approved Brand MessagingRecommended Messaging

Short Description

EngageBay is an AI-powered all-in-one CRM platform designed for small and mid-sized businesses.

Medium Description

EngageBay combines marketing automation, email marketing, sales CRM, and customer support tools into one affordable platform built for growing businesses.

Recommended Value Propositions

  • Affordable alternative to enterprise CRMs
  • All-in-one customer engagement platform
  • AI-powered CRM for growing businesses
  • Marketing, sales, and support in one platform
  • Simplify customer engagement with one unified system

 

Messaging Do’s and Don’tsApproved Messaging

Affiliates may use:

  • “Affordable CRM”
  • “AI-powered CRM”
  • “All-in-one CRM”
  • “CRM for small business”
  • “Marketing automation platform”
  • “Customer engagement platform”
Prohibited Messaging

Affiliates may NOT:

  • Claim official partnership unless approved
  • Use misleading earnings claims
  • Use fake discounts or coupons
  • Misrepresent pricing or features
  • Claim EngageBay is free if referring to paid plans
  • Impersonate EngageBay employees or representatives

 

Logo Usage GuidelinesApproved Logo Usage

Affiliates may:

  • Use official EngageBay logos provided in the asset kit
  • Resize logos proportionally
  • Use transparent PNG logos
  • Use logos in reviews, tutorials, comparison content, and promotional creatives
Restricted Logo Usage

Affiliates may NOT:

  • Stretch or distort logos
  • Change logo colors
  • Add visual effects to logos
  • Overlay logos on cluttered backgrounds
  • Modify logo elements
  • Use outdated logos
Logo Spacing

Maintain clear space around the logo to ensure readability and brand visibility.

 

Brand ColorsPrimary Colors

Purple

  • HEX: #6B3FA0

Orange

  • HEX: #F26430

White

  • HEX: #FFFFFF

Dark Gray

  • HEX: #333333

Affiliates should prioritize these colors when creating banners, social creatives, or promotional materials.

 

TypographyRecommended Fonts

Primary:

  • Inter
  • Open Sans
  • Helvetica
  • Arial
Typography Guidelines
  • Use clean modern sans-serif fonts
  • Maintain readability across devices
  • Avoid decorative or heavily stylized fonts
  • Use bold headlines with concise supporting text

 

Product ScreenshotsApproved Usage

Affiliates may use official product screenshots for:

  • Blog posts
  • Review articles
  • Tutorials
  • Social media
  • YouTube thumbnails
  • Comparison content
  • Landing pages
Screenshot Restrictions

Affiliates may NOT:

  • Modify UI screenshots deceptively
  • Add fake metrics or dashboards
  • Remove EngageBay branding
  • Misrepresent product functionality

 

Affiliate Content GuidelinesRecommended Content Types

High-performing content includes:

  • CRM comparisons
  • Product reviews
  • Software tutorials
  • Marketing automation guides
  • AI CRM educational content
  • Small business productivity content
  • SaaS recommendation articles
Recommended SEO Topics
  • Best CRM for small business
  • HubSpot alternatives
  • Affordable CRM software
  • AI CRM platform
  • CRM with email marketing
  • Marketing automation software

 

Paid Advertising GuidelinesAllowed PPC Activity

Affiliates may bid on:

  • Generic CRM keywords
  • Marketing automation keywords
  • Competitor comparison terms
  • Educational SaaS search terms
Restricted PPC Activity

Affiliates may NOT:

  • Bid on “EngageBay” branded keywords
  • Use EngageBay in display URLs
  • Run misleading ads
  • Direct-link branded PPC traffic to EngageBay

Restricted examples:

  • EngageBay
  • Engage Bay
  • EngageBay CRM
  • EngageBay pricing
  • EngageBay login
  • EngageBay coupon

 

Social Media GuidelinesRecommended Social Positioning

Affiliates should focus on:

  • Business growth
  • CRM productivity
  • Automation efficiency
  • AI-powered workflows
  • Sales and marketing alignment
Social Media Restrictions

Affiliates may NOT:

  • Create fake EngageBay social accounts
  • Pretend to represent official EngageBay support
  • Use misleading claims or fake testimonials

 

Brand Reputation Standards

Affiliates are expected to:

  • Maintain professional promotional standards
  • Publish accurate product information
  • Avoid deceptive tactics
  • Follow applicable advertising laws and platform policies

EngageBay reserves the right to request removal of misleading or non-compliant promotional content.

 

Contact & Support

Affiliates requiring additional creative assets, brand approvals, or promotional guidance should contact the EngageBay affiliate team.

 

Final Notes

Strong affiliate partnerships are built on:

  • Trust
  • Consistency
  • Clear messaging
  • Accurate positioning
  • High-quality educational content

Affiliates who create valuable content and properly position EngageBay as an affordable all-in-one CRM solution are more likely to achieve strong long-term conversion performance.