Knowledge Base - How To

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: How To

How to Add, Re-Order, Edit and Delete an Opportunity Stage

How to Add, Re Order, Edit and Delete an Opportunity Stage

Posted By Olivia Justice
July 28, 2017 Category: How To, Opportunity Stages, CRM

If you're 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 we've 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 you've logged into TouchConvert (app.cmobuddy.com) - you'll be faced with your dashboard. In the right-hand panel, underneath 'Admin' click on Settings Navigating > CRM Once you get into your Settings, you'll want to look to the right-hand menu again. In the right-hand menu click on CRM Adding an Opportunity Stage Now that you're in the CRM settings of TouchConvert, you can add an opportunity stage. To add a new opportunity stage: Click on the green plus sign. A new box will populate, in that box you will want to type the name of your new opportunity stage. Once you've named your opportunity, click Add You now have a new opportunity stage added into TouchConvert. Is it not in the order you want? Continue reading to learn how to re-order your opportunity stages. Re-ordering Opportunity Stages If you find that after adding in an opportunit

How to Add Subscribers to a Drip Campaign in TouchConvert

How to Add Subscribers to a Drip Campaign in TouchConvert

Posted By Olivia Justice
July 07, 2017 Category: How To, Add Subscribers, Drip Campaign, Marketing

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 - it's all set it and forget it from then on out. Please Note: Once a 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 we'll 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 new subscribers to your drip campaign one-by-one. This will require you to fill out the contact's first name, last name and email address and add them to the campaign.   You can either a.) import an existing subscriber from your current contact list or b.) import mass subscribers from your current contact list or..   Import contacts from an entire external list. To see how to add subscribers each of these ways, keep reading below: Logging-in to TouchConvert First things first, you'll ne

How do I invite someone new to my TouchConvert Account?

How do I invite someone new to my TouchConvert Account

Posted By Olivia Justice
July 03, 2017 Category: How To, Adding A New Member

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 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, 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. Inviting someone New to your TouchConvert Acc

How to Use Templates in TouchConvert

How to Use Templates in TouchConvert

Posted By Olivia Justice
March 26, 2017 Category: How To, Email Campaigns, Templates

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 you're able to revisit it time and time again. how to create a new email template Templating your Emails Once you create an email you're satisfied with, you can make a template out of your emails by clicking the template icon.                                       Making the Template When you click the template button you can either View a template and load it to the screen or you can make a template out of the email you are creating. In this case we'll create a template by clicking "Make This A Template" Giving the Template a Name Once you click to make a template you can give the template a name and then click "Save". Template i

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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