Not sure how to do something in TouchConvert? This is where we post 'how-to' guides, explainations and answers to our most frequently asked questions.
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
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 app.cmobuddy.com . Type in your username and password
If youre using TouchConvert for CRM, a great place to start is by setting up your opportunity stages. TouchConvert comes with four pre-fabbed (generic) opportunity stages Prospecting, Estimate, Negotiation, Qualified. But every industry and company is different, so weve made it really easy for you to go in and edit your opportunity stages, add additional opportunity stages, delete opportunity stages and re-order opportunity stages. This how-to article gives you step-by-step instructions on how to accomplish that. Navigating to Your Opportunity Stages Once youve logged into TouchConvert (app.cmobuddy.com) - youll be faced with your dashboard. In the right-hand panel, underneath Admin click on Settings Navigating CRM Once you get into your Settings, youll want to look to the right-hand menu again. In the right-hand menu click on CRM Adding an Opportunity Stage Now that youre in the CRM settings of TouchConvert, you can add an opportunity stage. To add a new opportunity
Are you ready to get automated? Have you finally completed the task of setting up your drip campaigns and are ready to add subscribers periodically to your email campaigns? The hardest part is remembering to access TouchConvert to add these individuals to your email campaign, but if you go in and add them right at the beginning of the cycle - its all set it and forget it from then on out. Please Note: Oncea subscriber is added to a drip campaign - they begin their journey. This is when they will start receiving emails at the frequency that has been pre-determined. For example: If you have an email marked as ready to be set for day 0, and you add an individual to the drip campaign - they will receive that email in the matter of minutes. In this how-to guide well explain how to add subscribers to your already created drip campaign to TouchConvert. There are three different ways to add subscribers to your drip campaign: You can add newsubscribers to your drip campaign one-by-one.
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 youre the main account holder - youll be able to add new members on your account. If youre not, you may need to either 1.) consult the full member on your companys 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, youll need to log-in to TouchConvert. To log-in, you need to go to app.cmobuddy.com and type in your username and password. Accessing the Admin Panel After logging in, from the dashboard - in the right-hand panel, underneath Admin click on Settings. Navigating to Create New Account Once you click on Setting from your Admin settings, youll
How do I import my contacts into TouchConvert from a Spreadsheet? Importing contacts into TouchConvert doesnt have to be something you need to lean on a TouchConvert team member for assistance with. Whether you already have your contacts in an organized spreadsheet or all over the place, this article will get you in the right place to import your customers (or potential customers) into our platform. Quick 2-minute summary: Preparing and Organizing Your Excel Sheet for Import Organize your data into separate columns (first name, last name, email address, etc.) Add any custom fields youd like to import into TouchConvert Use the find and replace tool to remove any commas, apostrophes or quotes Save your file as a CSV Your spreadsheet may look something like this: Notice how all of the contact fields are a header for the column underneath? Be sure to give a header to all of your fields. Uploading your file to an Email Campaign For a New Email Campaign: From your Dashboard
Now that youve sent an email or drip campaign or two with TouchConvert, youre ready to interpret the statistics. But what do all these terms mean? Processed, delivered, open, unique open, click, unique click, and bounce whats the difference? For starters, how do I access my email campaign statistics in TouchConvert? To get over to your email campaign results, youll want to login to TouchConvert (if youre not already but lets be real, this thing keeps you logged in for a long time!) (how awesome is that!). In your right-hand panel under Marketing - click on Email Campaigns (or if you need to see stats for a Drip campaign click on Drip Campaigns). On this page, click on the Campaign youre looking to gain some insight to. Youll see a spot that says Email Status underneath there are two tabs Not Sent and Sent. It looks like this: Click on the Sent tab. This is where all your sent emails go. Viewing the Statistics of your Campaign To view the statistics of your email campaign, click
Are you looking to make your life easier by creating templates for your email and drip campaigns? Perhaps you use the same signature in every email or your monthly newsletter follows the same design. Using templates save tons of time. This how to guide will take you through how yo make an email template, how to load an email template and how to view all of your email templates in TouchConvert. To start, what is an email template?It is a reusable HTML file that is used to build an email campaign. So,why should you use email templates? Because it saves you a ton of time! If you are constantly using the same signature or photos in your emails, just save it as a template then youre able to revisit it time and time again. how to create a new email template Templating your Emails Once you create an email youre satisfied with, you can make a template out of your emails by clicking the template icon. Making the Template When you click the template
Having trouble remembering the password you set for your TouchConvert account? Not to worry, this step-by-step guide explains exactly how to change your password. 1. Click on Settings 1. Change Password Location: Settings Edit Account Info Change Password On the Edit Account Info Screen click Change Password 2. Change Password Enter your old password. Enter your new password. Enter your new password again. Click Save. Click Nevermind to cancel. Hopefully, now that youve looked at our step-by-step guide you have some clarity on how to change your password in TouchConvert. If you run into any issues, you can always email our helpdesk or contact us today.
Have you been using the CRM settings, Task Management and all the other amazing things that TouchConvert has to offer - but the email address that you login with is not the email you check everyday? Well, lets change that. This how-to guide will take you through the step-by-step process of how to change your email address for TouchConvert. 1. Click on Settings 1. Change Email Location: Settings Edit Account Info Once you are in settings you will see a new dashboard for settings. On the main screen you can see that you have the ability to edit your personal account information. Click on the pencil to the right of your email address to change your email address. 2. Change Email Fill in your new email address twice. Click on Save so save your new email. It will not highlight until youve added your new email twice. Click Nevermind to Cancel. Its as simple as that! If you run into any trouble changing your email in TouchConvert, as always you can email
To utilize the social media portion of TouchConvert, it is necessary that you connect to your social media networks. So, maybe youre wondering how do I connect my social media networks with TouchConvert? This how to guide covers all the steps on how to connect Facebook, Twitter and LinkedIn. We even go over how to connect your Google Analytics Account - which allows you to better understand your website data. Location: Settings Connections If you click on Connections on the right menu under settings you will be take to the screen that allows you to connect to your third party services such as Facebook, Google, Twitter and Linked In. As TouchConvert adds more connections to more services this is the place you can go to to connect to your third party services. 1. Connecting to Facebook 1. Click on the Facebook button 2. Login to your Facebook You will be greeted to your facebook login. Type your username and password. Click Login at the bottom (You do not need