Creating a new email Viewing new email Viewing sent email Viewing deleted email Creating custom emails (Video) Creating email folders What is a campaign? Setting up a campaign (Video) Creating campaign emails (Video) Adding groups to campaigns (Video) What are contacts? Managing Groups Creating a contact Opt Out option Contact History What is a lead? Managing Groups Creating a lead Opt Out option Lead History What are Tasks/Events? Adding Tasks/Events Changing Views Setting up leads in Excel (Video) Import Leads (Video) Export Leads Purchase Leads Creating a new email   Click the menu item. Then click the tab located on the left navigation bar. Fill in the email form shown below. Click the send button when finished. [BACK] Viewing new email   Click the menu item. Click the tab located on the left navigation bar. Click to view the desired email. [BACK] Viewing sent email   Click the menu item. Click the tab located on the left navigation bar. Click to view the desired email. [BACK] Viewing deleted email   Click the menu item. Click the tab located on the left navigation bar. Click to view the desired email. [BACK] Creating custom emails   Click the menu item. Then click the tab located on the left navigation bar. Fill in the email form shown below. (Do not include an email address in the To: text box) To include dynamic fields click the buttons shown below to include the proper field. Click the button when finished. Click the to view your saved email. [BACK] Creating email folders   Click the menu item. Click the button located on the left navigation bar. Enter the desired folder name into the "folder name Click to save the new folder. The newly added folder will show up on the left hand navigation bar, under the button. [BACK] What is a campaign?   An automated series of emails that are sent out to a designated group of contacts. [BACK] Setting up a campaign   You must first create the emails that will make up your email campaign. (see Creating custom emails Click the Campaigns submenu tab located under the menu item in the top navigation bar. Click the button located on the left navigation bar. Input the desired name into the form shown below. Click the . Fill in the information shown below. **Please note that you must include more than one email. Click to save your changes. Add groups to your campaign as shown below. Your campaign will now send with the frequency indicated in the previous step. [BACK] Adding groups to campaigns   Click the Campaigns submenu tab located under the menu item in the top navigation bar. Click the campaign you would like to add the group to from the navigation bar on the left. Click the . Select the group you would like to add and the date in which you would like the campaign to start. [BACK] What are contacts?   You can think of your contacts as your addressbook. The only people that will be included in your contacts are people that you add or promote to be one. You can access your contacts by moving your mouse over the menu item on the top navigation bar and then clicking on the Contacts submenu tab. [BACK] Managing Groups   You can click either the Contacts or the Leads submenu tab under the menu item on the top navigation bar. Click on the button located on the left navigation bar. Add Group Enter the name of your new group into the box shown below. Click the button to save your new group. Delete Group Click the button next to the name of the group you would like to delete. Edit Group Click the button next to the name of the group you would like to edit. Enter the new name into the popup box and click ok. [BACK] Creating a contact   Click the Contacts submenu tab located under the menu item on the top navigation bar. Click the button. Fill in your contact's information and click submit. [BACK] Opt Out option   Contacts/Leads that have a under the opt out column have indicated that they would like to be taken out of your email campaign. [BACK] Contact History   The contacts history will indicate when they have been emailed in addition you are able to add your own history, such as conversations or callback times. [BACK] What is a lead?   A lead is a prospective client. You can access your leads by clicking on the Leads submenu tab located under the menu item on the top navigation bar. [BACK] Creating a lead   Click on the Leads submenu tab located under the menu item on the top navigation bar. Click the button. Fill in your lead's information and click submit. [BACK] What are Tasks/Events?   Tasks/Events works like any day planner. By entering dates into the Task and Event manager you can rest assured that you won't forget important appointments, birthdays, etc... You can access the Task/Event Manager by clicking the menu item, located on the top navigation bar. [BACK] Adding Tasks/Events   Click the menu item. Click the button. (located on the left navigation bar) Fill out the form as shown below. Click the button to save your event. [BACK] Changing Views   Select the day you would like to view from the selector shown below. To change the view click on the corrisponding tab shown below. [BACK] Import Leads   Click the Import/Export Manager submenu tab located under the menu item on the top navigation bar. Follow the directions on the page. [BACK] Export Leads   Click the Import/Export Manager submenu tab located under the menu item on the top navigation bar. Select the groups/individuals you want to export and click on the button. [BACK] Purchase Leads   This feature is coming soon... [BACK]