How do I invite someone new to my TouchConvert Account?

Did a new team member join your company? Is a coworker becoming involved in your sales and marketing efforts and they need a TouchConvert account? Depending on your admin settings, you may be able to add them to your account without having to consult a representative.

If you're the main account holder - you'll be able to add new members on your account. If you're not, you may need to either 1.) consult the full member on your company's account or 2.) contact a TouchConvert representative.

This how-to article will explain how to add a new member to your TouchConvert account if you have full admin access.

Logging into TouchConvert

First, you'll need to log-in to TouchConvert. To log-in, you need to go to and type in your username and password.

Logging into TouchConvert | TouchConvert

Accessing the Admin Panel

After logging in, from the dashboard - in the right-hand panel, underneath Admin click on 'Settings'.

Accessing the Admin Panel | TouchConvert

Navigating to 'Create New Account'

Once you click on Setting from your Admin settings, you'll want to, again, look to that right-hand panel to access the 'Create New Account' panel.

If you do not see the entire menu below - that means you do not have the admin rights on the account to invite other individuals to your company's TouchConvert account. Please contact a TouchConvert representative or the admin on your company's account to invite the indivudal to your account.

Navigating to TouchConvert | TouchConvert

Inviting someone New to your TouchConvert Account

Once you are on the 'Create New Account' page, you want to scroll down to the section of the page that says 'Invite someone to this account'.

Here you will choose the 'member type' and then type in this person's email address to invite them to your company's TouchConvert account.

* Once you send the invite to this invidual's email, please have them check their inbox, spam or junk folder for their invite - and then they'll be able to set up the account.

Note: If you are not sure what type of Member Type to give this indivudal - you can look at the member types your account offers by clicking on 'Member Management' from the right-hand panel. This page will show you what type of access each membership type offers.


Inviting someone New to your TouchConvert Account | TouchConvert

Once they receive the email, they should be able to set up their account and log-in to TouchConvert. If you run into any issues - email our helpdesk!

Most Recent

Adding Tags on Customers for Sorting

By Dan Carbone
November 16, 2017 Category: Learning

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

How to Schedule out Facebook Posts

By Olivia Justice
October 23, 2017 Category: Social Media

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

How to create a drip campaign in TouchConvert

By Olivia Justice
September 06, 2017 Category: Drip Campaigns

Drip campaigns are an imporantant kind of customer nurturing that every marketing professional needs. This type of email marketing sends emails to segmented lists on a pre-determined frequency - taking the customer on a journey. The journey begins when the customer is added to the drip campaign. This type of marketing requires a lot of leg work up front, but in the long run increase client retention and conversion. Typically, each email in your campaign could stand alone but collectively, they encourage a specific action (using your service, purchase your product or to warm up the lead). Once youve segmented your list, created the content for your drip campaign and determined the frequency of your messages youre all ready to create your drip campaign. This guide shows you how to set up a drip campaign in TouchConvert. Login to TouchConvert If youre not already logged into TouchConvert, then youll need to login by visiting . Type in your username and password

How To (7)
Admin Settings (3)
Email Campaigns (2)
Add Subscribers (1)
Social Media (1)
Drip Campaigns (1)
CRM (1)
Opportunity Stages (1)
Marketing (1)
Drip Campaign (1)
Subscribers (1)
Adding A New Member (1)
Contacts (1)
Importing Contacts (1)
How To Import (1)
Importing (1)
Campaign Statistics (1)
Templates (1)
Learning (1)
+ Show More
Virteom Logo
TouchConvert is a product of Virteom LLC. For more information on Virteom click here.
Have A Question?