Keeping inTouch

Client Management System

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

Easy as 1, 2, 3 . . .

How easy is it?

Three simple steps

1. Subscribe to inTouch

2. Create a Campaign

3. Add Emails 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 email Address

Click Copy to add theCampaign 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 Emails

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