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 you've 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 click on the title of the campaign. To delete a campaign click on the trash can. Adding a new Email Campaign Once you click the plus button you will see this screen. Give your campaign a title. Either Choose a previous email list from the dropdown if you've imported one earlier Or import a list by browsing for it. (Note: If you don't have a list yet you can inport it later.) Select off the dropdown who the email will appear to be sent from. If you n
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 You'll see your new input field in the contacts area. Zoom Type your Tags Type as many tags for this customer that you need. You don't need to use a comma if you don't want to. These will become search filters later. Zoom Go to Contacts Zoom Turn on the Tags Field Once you are in Contacts, turn on the "Tags" field by clicking on the Columns Dropdown. Click on Columns Check off Tags Click Done Zoom Tags Column is Visible You'll notice you now have a tags column you can sort by. Notice that the few tags I had typed are in that first contact. Zoom Filtering Certain Contacts 1. Click on the Search Icon 2. Type one of the tag names 3. Click Enter. You'll notice it filters
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 if you want to allow other employees to post to Facebook it should be to the company page and not your own Facebook page. If you are a single business owner then you would want to just use your own wall. Select from the dropdown the Facebook profile you want TouchConver to post to. Click "Save" to finish. Facebook Success Once you have selected your Facebook settings this screen will appear