Contacts SL Archives - Web Geeks

Creating And Using Email and SMS Templates

webgeeks — Mon, 09 Oct 2023 20:40:30 +0000

Using The Templates Feature In The Conversation Area Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. In business, we often need to send the same message to many different customers. A good example of this is when a customer purchases a new product. When this happens, we need to send out a confirmation of purchase, or perhaps some details about the product. Web Geeks marketing platform, allows you to create email and SMS templates for occasions such as these, to eliminate the need to type out the same message multiple times. Today we are going to walk you through this process. Let’s get started! First, we need to head on over to conversations in the left-hand sidebar. Then we need to go to the top of the window and select “Templates”. Now all you have to do is select add template at the top right. Here you can pick whether you would like to create an email or SMS template. I am going to start by creating an email template. As you can see, clicking here has opened up an email editor for us. This is much the same as any email editor. On the right-hand side, you can […]

The post Creating And Using Email and SMS Templates appeared first on Web Geeks.

Contacts – Bulk Actions

webgeeks — Tue, 03 Oct 2023 20:32:36 +0000

Find Out How To Perform All Of the Bulk Actions Available In The Contacts Area In this video Allie mentions the imprting/exporting feature to see the accompanying video click Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. With so many contacts to deal with, businesses can spend a lot of time doing everyday tasks related to them. especially if you are having to do them one at a time. Web Geeks marketing platform simplifies most processes by allowing you to make bulk actions within our contacts area. This helps free up time for you to spend on other things, and saves you going to the effort, of doing things one by one. Today, we are going to go through the bulk actions you can make, within the contacts area. Let’s get started! First, we need to navigate on over to contacts in the left-hand side bar. Once we are in the contacts area, you will notice that each contact has a tick box next to it at the beginning of the entry. This, much like other programs, is what allows us to make bulk actions. By ticking more than one box, we are able to perform the same […]

The post Contacts – Bulk Actions appeared first on Web Geeks.

Contacts – Importing And Exporting

webgeeks — Tue, 26 Sep 2023 19:57:20 +0000

How To Import And Export Your Contacts With With Web Geeks Marketing Platform Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. It is always good practice in business to keep back-ups of information, things such as contacts are one of the important things you should think of when it comes to this process. Well, Web Geeks marketing platform allows you to both import and export your contacts at any given time. And the process is incredibly simple! Today we are going to look into, exactly how this feature works. Let’s get started! First, we need to navigate on over to contacts in the left-hand sidebar. For this example, I am just going to export a few of my contacts, let’s use a few of the Ayeye family for now. So I’ll just select them from the list, and click on export. This will bring up a confirmation window, where I just hit, “export contacts”. This will download the contacts to my computer in CSV format, which you will be able to open, and view in Excel. All I have to do now, is move it to a backup drive, and rest assured, knowing my contacts are safe for the […]

The post Contacts – Importing And Exporting appeared first on Web Geeks.

Contacts – Smart Lists

webgeeks — Wed, 20 Sep 2023 20:05:05 +0000

Making Organisation A Simple And Efficient Process In This video Allie mentions activities, for more information on activities please see the accompanying video Here Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Businesses have many contacts, depending on the size of the business you could have hundreds to thousands of people you have interacted with, over the life of the company. All of these contacts will be kept track of somewhere, Web Geeks marketing platform keeps track of them for you all in our contacts area. But with the possibility of such a vast amount of contacts, how do you keep them in some sort of order? Well, once again, we can help you do just that! Carry on watching as we delve a little deeper, into our Smart Lists Feature! Let’s get started! First, we need to navigate on over to contacts in the left-hand sidebar. This will take us to the contacts area. As you can see, we already have developed a list of contacts to search through. But, lucky for us, this is Web Geeks marketing platform! So it is going to be very easy to find what we are looking for! Our platform is very […]

The post Contacts – Smart Lists appeared first on Web Geeks.

Contacts – Understanding Activity

webgeeks — Tue, 19 Sep 2023 20:13:51 +0000

How Understanding Your Customers Can Help Your Business This video talks about a feature in our contacts area, to see an overview of the contacts area see the following video Here Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Having customers is great! It is, after all, what a business relies on! However, wouldn’t it be great to find out more about your customers and how they interact with your services? Well, look no further than Web Geeks marketing platform! Our platform helps you see where your customers, have been on your website and how they got there, allowing you to find out how they became customers and what offers or surveys they took part in, right from within the contacts area! This feature can be incredibly helpful when assessing your marketing plan! Today we are going to run you through this feature! Let’s get started! First, we need to head on over to contacts, in the left-hand sidebar. For this example I am going to choose myself from the contacts list. In the activity section for this contact we can see a whole host of activity. But what does this all really mean, and what can we do […]

The post Contacts – Understanding Activity appeared first on Web Geeks.

Contacts – Appointments

webgeeks — Tue, 19 Sep 2023 16:32:40 +0000

Setting An Appointment With A Contact From The Contacts Area In this video Allie mentions integrating your calendar into our marketing platform to see the accompanying video click Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Running a business requires a lot of conversing with people, we need to talk about projects, contracts and various other things throughout the day. Internally, it is easy to walk into an employee’s office, or give them a call. However, externally, we may need to set appointments with the people we need to talk to. This ensures both parties are available and able to get to the meeting location on time. Well, Web Geeks marketing platform allows you to set appointments, right from within our contacts area. Today we are going to show you just how easy setting appointments can be. Before we start, you should probably connect your calendar to our marketing platform. To see how to do this, please follow the link below this video. Now, let’s get started. Appointment setting is a very simple process, first we need to navigate on over to contacts in the left-hand sidebar. Then we will need to choose a contact to set an […]

The post Contacts – Appointments appeared first on Web Geeks.

Contacts – Tasks And Notes

webgeeks — Fri, 15 Sep 2023 18:38:50 +0000

The Benefits Of Using The Tasks And Notes Features Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Every job requires tasks. Some we do for our boss, others we do for our clients. No matter who we do them for, it’s a good idea to keep a record of them. If we are doing tasks for a client then what better place to keep a list of those tasks than right within the contact entry itself? Well, Web Geeks marketing platform has you covered! You can not only create tasks in the contact entry, but also add notes just in case there is anything you should know about the contact that will help you interact with them, or assist you with any current tasks. Today, we are going to walk you through, these two very simple features. Let’s get started! So, first we need to navigate over to contacts in the left-hand sidebar. Let’s choose a contact from our list. I think I’ll go with “Barrie Ayeye” for today. Now, all of our tasks and notes, are kept in the section on the right of the screen. The tasks section is a good place to keep track, of anything […]

The post Contacts – Tasks And Notes appeared first on Web Geeks.

Using The Company Section Of Our Contacts Area

webgeeks — Thu, 14 Sep 2023 20:07:43 +0000

Separating Customer From Company Contacts In this video Allie links a contact that is already in the system to a company. To find out how to add a contact click Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. In business, we don’t just deal with customers and leads, the average business also deals with other companies on a regular basis. Sometimes we are contacting them to get supplies, but we could also be dealing with them for other purposes such as legal needs, marketing, or even recruitment. So, we really need to keep track of who we are dealing with, and why. Fortunately, Web Geek’s marketing platform allows you to do just that. We even created a separate section for companies, right inside our contacts area. Today we are going to walk you through that section. Let’s get started! To find the company contacts section, we need to navigate on over to contacts in the left-hand sidebar. Then find the company tab just at the top here. Here you will see, a list of companies already in our system. You will also see any contact information we have for those companies. At the top, you can search for […]

The post Using The Company Section Of Our Contacts Area appeared first on Web Geeks.

Adding A Contact To Your Contacts Area

webgeeks — Wed, 13 Sep 2023 19:47:53 +0000

Keeping All Of Your Contacts In One Place Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. We all have a place to keep contact information, some people use physical address books, and some people store them on their phones or online. However, if we don’t add any contacts to these places, they become useless. Today we are going to show you how to add a contact to our contacts feature. First, we need to navigate over to contacts in the left-hand sidebar. And click on “create new contact” which is the first option in your toolbar. This will bring up a pop-up menu that will allow you to enter the contact’s details.The first thing we can do here is add a personal logo of the contact, or the contact’s avatar. For the time being, I am just going to use our logo. So just click on change, and this will allow you to find the logo on your computer. I’ll just type it in here. As you can see here, the file you upload must be no more than 2.5mb, which is more than enough for this type of picture. Next, we have to fill in the contact’s details, […]

The post Adding A Contact To Your Contacts Area appeared first on Web Geeks.

Communicating By Email And SMS

webgeeks — Wed, 13 Sep 2023 16:23:34 +0000

How to Use Your Messaging Hub In this video, Allie sends a message to a contact already in the system. You can learn more about contacts Here. Transcript ↓ Hi, I’m Allie, our AI-powered, training personality. Communication is an essential part of any functioning business. Every day, businesses communicate, both internally – within the organisation and externally with clients and suppliers. With so many messages sent back and forth across various platforms, it can be hard to keep track of them all! Well, Web Geeks marketing platform, allows you to consolidate all of your messages in one place. Today we are going to show you, how to take advantage of this very useful feature! Let’s get started! So first we need to navigate over to conversations in the left-hand sidebar. Here you will find your messaging hub! On the left-hand side of the screen, you will see all of your current conversations, with new messages appearing at the top, just like any other email or phone service. On the right-hand side, you will see details about the contact you are talking to. For this demonstration, I am going to have a conversation with myself, something I do more than I […]

The post Communicating By Email And SMS appeared first on Web Geeks.