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Each Office Brands member will need to follow the instructions below, tidy up their data and then notify Haaris at Office Brands head office when they are ready for the Automated Marketing to start using their contacts list.
Rules
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- Readysell will add the Roles and and Types of Business for you if you wish us to do so. If you do, please contact Readysell before getting started on this.
- All changes to contact details must be done in the customer file. (Not the contacts area in the right hand side of the Customer Browse). Any changes you do in the customer file to the contacts, will then upload to the contacts area on the customer browse when you run the button Create Marketing Automation Contacts.
- If you want to update the contact in the customer browse (right hand side) and don’t want this updated by the actual customer file, make sure you remove the related note out of that contact in the contact itself, turn on the flag for Opt Out of Office Brands Marketing and if applicable – add in the Web ID for that Contact. I.e. select contact, click on button Change, click on tab 2 Notes, remove note that reads as Generated from card contact, on Tab 1 General tick the flag for Opt Out, add in the Web ID into the Web ID field.
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- Owner/Partner/Managing Director / Director / General Manager
- Administrative Manager / Officer/Office Manager
- Executive Assistant / PA/Receptionist
- Financial Manager / Officer
- Purchasing Manager / Officer
- IT Manager / Officer
- Human Resources Officer
- Facilities Manager
- Other
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Industry Classification Setup – Set up in System References – Type of Business
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- Agriculture, Forestry and Fishing
- Mining
- Manufacturing
- Electricity, Gas, Water and Waste Services
- Construction
- Wholesale Trade
- Retail Trade
- Accommodation and Food Services
- Transport, Postal and Warehousing
- Information Media and Telecommunications
- Financial and Insurance Services
- Rental, Hiring and Real Estate Services
- Professional, Scientific and Technical Services
- Administrative and Support Services
- Public Administration and Safety
- Education and Training
- Health Care and Social Assistance
- Arts and Recreation Services
- Other Services
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Set up in System References – Check Contact Job Description
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Readysell Main Menu, System Administration, key in the word Customer, hit Enter on your keyboard, button System Reference Codes and click on button Insert
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Add into the code field CHECK-CONTACT-JOB-DESCRIPTION
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Click on button OK to save.
Customers Module setup
What must be filled in…
- Contact People [in relevant level/s to be used on tab 2 General (Cont.)]
- Job Description [in that relevant level/s to be used on tab 2 General (Cont.)]
- Email Address [in that relevant level/s to be used on tab 2 General (Cont.)]
- Number of Staff [on tab 4 General (Cont. 3)]
- Type of Business [on tab 4 General (Cont. 3)]
Rules (reminder)
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- All changes to contact details must be done in the customer file. (Not the contacts area in the right hand side of the Customer Browse). Any changes you do in the customer file to the contacts, will then upload to the contacts area on the customer browse when you run the button Create Marketing Automation Contacts.
- If you want to update the contact in the customer browse (right hand side) and don’t want this updated by the actual customer file, make sure you remove the related note out of that contact in the contact itself. I.e. select contact, click on button Change, click on tab 2 Notes, remove note that reads as Generated from card contact, on Tab 1 General tick the flag for Opt Out, add in the Web ID into the Web ID field.
From the Readysell Main Menu, click on button Customers
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Select the customer to update and click on button Change
Your customer file has 4 fields each for Phone Number, Fax Number, Contact Name, Job Description and Email Addresses.
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Decide which level/s contact and email address/es you will be using for the Office Brands Marketing. Tidy up the data as best you can.
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Readysell does have the ability to mass change existing Roles and Job Descriptions in your customer files, please use pages 10 – 14 if you wish to use these functions.
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What must be filled in for automated marketing…
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And scroll down to the report called CUSTOMER CONTACT REVIEW
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On tab 4 Run Reports
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Report appears to screen and automatically goes to Excel
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| Note |
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This report cannot be reimported back into the customer file. It is just for viewing purposes as a report. |
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There are 2 new buttons on the Customer Browse window for you to do this on.
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Mass changing Type of Business (Industries)
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Click on button Change Industries (Contacts tab – right hand side of the Customers Browse window)IMAGE
Number of Customers columns shows the number of customers with that Job Description.
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Key in the Old Type of Business as the one you wish to mass change from
Key in the New Type of Business as the one you wish to mass change to
Click on button Change Old To New Type Of Business
Use the Delete Unused Business Types button to remove out any Types that have a 0 in the Number of Customers column.
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The Number of Customers update according to what you have just changed.
Mass changing Job Descriptions (Roles)
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Click on button Change Roles (Contacts tab – right hand side of the Customers Browse window)
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Number of Customers columns shows the number of customers with that Role.
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Key in the Old Role as the one you wish to mass change from
Key in the New Role as the one you wish to mass change to
Click on button Change Old To New Role
Use the Delete Unused Roles button to remove out any Types that have a 0 in the Number of Customers column.IMAGE
The Number of Customers update according to what you have just changed.
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On this tab is a button called: Create Marketing Automation Contacts
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Click on button Create Marketing Automation Contacts
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Flag each box that best represents the levels in the customer which are to come across to your contacts list and be used by the Office Brands Marketing, then click on button OK
If you then realize realise you've made a mistake, you can use the last flag for "Delete contact people generated already generated from this window" and click on button OK and it will undo the previous task.
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Once you click on the button Close it takes you back to the customers browse window. The screen does not automatically show those added contacts to screen, you need to refresh the window in some way, like clicking on a different customer and then back on the customer you were on before.
The contacts tab is now populated with the details of the contact level/s you chose.
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In the Contacts tab to the right, contact person Fred has been added in this example.
Select this contact and click on button Change on the contacts tab
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Tab 1 General has been populated with the phone numbers and Job Description
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There is a flag for Opt Out Of Automated Marketing, so that if a contact has been added and you do not want them included in the marketing for whatever reason, click on this check box to flag it.
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Tab 2 Notes shows which contact level from the customer this contact came from.
If you decide to undo the population of contacts process, this note is what is used to determine which contacts came from the customer cards. If you remove this note, when you select to undo the population process, it will ignore any contacts that do not have this note in it.
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Click on button Contact People
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The Contact People Browse opens and shows you a list of all contacts for just one customer.
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