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Published byArleen Goodwin Modified over 9 years ago
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Keeping inTouch Client Management System
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inTouch – Keeping up with your customers Imagine this... You sit down to your desk tomorrow morning and your personal email secretary has already caringly contacted your: Hostesses Potential Recruits Librarians Customers Booth Leads New Consultants Inactive Consultants
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Easy as 1, 2, 3... How easy is it? Three simple steps Subscribe to inTouch Create a Campaign Add Emails and Names
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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’
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Select a Level of OrderPro
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Step 2 - Creating a Campaign Select ‘My OrderPro’ from your home page Select ‘inTouch’ from the drop down menu ‘Tools’ Select ‘Campaign Management’
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Select Campaign Page Click on ‘View All Shared Campaigns’
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Copying a Campaign Selecting View All Shared Campaigns brings you here Enter a Title for Your Campaign Enter Your email Address Click Copy to add the Campaign you want to your list
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Campaign Details Here is where you make choices to : Share or Not to Share Add Edit Move Delete
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Ease in Editing
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Step 3 - Adding Contacts and Emails Two Steps to Add People to Your Campaigns Create a New Contact Add Contact to Campaign
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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”
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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
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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
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