Knowledge Base - Admin Settings

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.


 

Category: Admin Settings

How to Change Your Email in TouchConvert

How to Change Your Email in TouchConvert

Posted By Olivia Justice
March 01, 2017 Category: How To, Admin Settings

Are you using TouchConvert for CRM and not getting any of your notifications because the wrong email is entered? Change your email! This how-to guide gives step by step instructions on how to do just

How to Change Your Password in TouchConvert

How to Change Your Password in TouchConvert

Posted By Olivia Justice
March 01, 2017 Category: Admin Settings, How To

Do you need to change your password in TouchConvert? This step-by-step guide gives you a instructions and pictures on how to do

How to Connect Social Media to TouchConvert

How to Connect Social Media to TouchConvert

Posted By Olivia Justice
March 01, 2017 Category: How To, Admin Settings

To utilize the social media portion of TouchConvert, it is necessary that you connect to your social media networks. So, maybe you're 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 to check-off "Keep me logged in"). 3. 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 you

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