Keeping inTouch Client Management System

inTouch – Keeping up with your customers Imagine this... You sit down to your desk tomorrow morning and your personal secretary has already caringly contacted your:  Hostesses  Potential Recruits  Librarians  Customers  Booth Leads  New Consultants  Inactive Consultants

Easy as 1, 2, 3... How easy is it?  Three simple steps  Subscribe to inTouch  Create a Campaign  Add s and Names

Step 1 - Subscribe to inTouch Here are the steps to subscribe:  On Consultant Logon Page  Left bar ~ Click on ‘OrderPro Online’  Then select ‘Subscribe now’

Select a Level of OrderPro

Step 2 - Creating a Campaign Select ‘My OrderPro’ from your home page Select ‘inTouch’ from the drop down menu ‘Tools’ Select ‘Campaign Management’

Select Campaign Page Click on ‘View All Shared Campaigns’

Copying a Campaign Selecting View All Shared Campaigns brings you here  Enter a Title for Your Campaign  Enter Your Address  Click Copy to add the Campaign you want to your list

Campaign Details Here is where you make choices to :  Share or Not to Share  Add  Edit  Move  Delete

Ease in Editing

Step 3 - Adding Contacts and s Two Steps to Add People to Your Campaigns  Create a New Contact  Add Contact to Campaign

Creating a Contact Clicking on the Create Contact Button from Previous Screen Brings You Here:  There are four tabs for information  Add all information you want and then click “Save”

Adding Contact to a Campaign Fill in the Starting Message and then the Date to Send Click on ‘Add’ to add Contact to Campaign Click on ‘Back to Campaign Details’ to return

Adding Your Personal Touch Add Your Personal Thoughts:  I thought of you today  Our family is busy right now, how about yours?  Here’s an update on my family...what’s happening with yours?  I’d love to hear from you. Follow up Phone Calls

Questions - Comments