This article covers the proceedure for adding tags on customers records so that you can sort by them and export them into lists.
Below is a video and an article on building your own email campaign in TouchConvert. Below are Step by Step Instructions IMPORTANT: Make sure you added the DNS settings inside of your DNS manager to start to send emails. If you have not done this or get a message that mail cannot be sent from TouchConvert, this is because your DNS settings have not been added. Simply contact us to get the settings if need be. Email campaigning is used for news and informational events that need to be released on a very specific date and time. For example you could use this feature to create news letters, announcements to certain groups of customers and even invitations and surveys. Click on Email Campaigns to start to build a campaign. Email Campaign Overview Once you are inside of your campaign you should see a list of campaigns that youve already created. If this is your first time in this area then it will be blank. To add an email campaign click on the Plus button. To edit a campaign
This article covers the proceedure for adding tags on customers records so that you can sort by them and export them into lists. Login to TouchConvert Login to TouchConvert and click on Settings Zoom Contact Attributes Click on Contact Attributes to add new Contact Field Zoom Add a new Field Click on the green plus button to add a new field. Zoom Name the Field Give the new Field a name, such as Tags. You can add other customer Contact Attributes here as well. Zoom New Tags Field is added Now you should see a new Tags field. Zoom View any contact you have Click on View next to any contact to see new field. Zoom New Tags Field Youll see your new input field in the contacts area. Zoom Type your Tags Type as many tags for this customer that you need. You dont need to use a comma if you dont want to. These will become search filters later. Zoom Go to Contacts Zoom Turn on the Tags Field Once you
Before you can schedule out your Facebook posts with TouchConvert, you will need to connect your Facebook to TouchConvert. Keep reading to learn how to connect your Facebook to TouchConvert: Connecting Your Facebook to TouchConvert Once you are in social you have three networks to start with. The way this area was built is you can create one message and then deploy it to all networks without the need to rewrite it. See the following pages as an example. 1. Connecting to Facebook 1. Click on the Facebook button You will be greeted to your Facebook login. Type your username and password. Click Login at the bottom (You do not need to check-off Keep me logged in). Choosing the Correct Facebook Profile Once you are logged into Facebook. You should see a dropdown with the option to pick your Facebook Profile. If you are a business you will want to consider having a Facebook company page rather than your My main profile page. The reason for this is because