CRM CHEET SHEET - CONTACTS
1
Signing Into CRM: 1. Sign into MyHNROffice.com 2. Click the three lines on the lefthand side 3. Click: CRM-Website 4. Click: CRM-Website (again) 5. Adding and Editing Contacts
2
Download CRM Spreadsheet (csv file) 1. Sign onto MyHNROffice 2. Departments – Career Services 3. Click: Agent CRM/Website Folder 4. Click: Contacts and Leads Folder 5. Select: CRM Contact Spreadsheets.csv 6. Save the Spreadsheet 7. Click: File – Save As – Choose where you will save it on Computer
3
Import Contacts from the CRM Spreadsheet: 1. Leads Tab – Contacts 2. Click: Actions 3. Click: Import from CSV 4. In the Step 1 box, select to “Exclude Records Without Email Addresses”
5. Step 2, click: Choose File and select the csv file from the computer to upload 6. Input your email address to receive a confirmation email of the import results 7. Click: Import Contact button 8. Refresh browser. Large imports may require you to refresh twice. 9. An email will be sent to the email address with the results of the import
4
Add a Single Contact: 1. Leads Tab – Contacts 2. Click: Add Contact 3. Fill in First Name, Last Name, Category, and Email 4. Click: Update Contact
5
Edit a Contact: 1. Leads Tab – Contacts 2. Select the Contact you want to edit 3. Click: Edit Contact button 4. Edit 5. Click: Update Contact
CRM CHEET SHEET - LISTS
1
Create a List: 1. Marketing Tab – Lists 2. Click: Create Lists 3. Name the List (Test, Generic, Local, Neighbors) 4. Click: Add People to the List (you’re not adding here) 5. Click: Save
2
Add Contact(s) to a List: 1. Leads Tab – Contacts 2. Search the name of the person you want in the list 3. Click the box next to their name, drop down will appear at the top 4. In the drop down find “add to list” 5. Another drop down will appear, find the name of your list 6. Click: Update
3
Who is in your lists? 1. Marketing Tab – Lists 2. Change the “type” to “Agent Site” 3. Click on the list name 4. Scroll down and change “Manage List Members” to “Contacts” 5. From there you can see who is in your list
CRM CHEET SHEET - EMAIL CAMPAIGN
1
2
Edit a Template: 1. Marketing Tab – Email Content 2. Click: Card View or List View (icons) 3. Find the Template you want to Edit – filter cards by category and recently updated 4. Hover Over Template – Click Clone 5. Rename the Template – Recommend to put your name in the template name 6. Edit the template in any way (change words, change pictures, etc.) 7. Click: Save Template Set up a Campaign 1. Marketing Tab – Campaign 2. Create Campaign 3. Single Email Campaign 4. Name your Campaign 5. Next 6. Give your email a subject 7. Schedule Delivery – I would recommend “send delay” and set it up for a couple minutes from the time you’re working on this
8. Next 9. Click on “Choose Existing Email Content” 10. Search your templates name (or your name) 11. Find your template and click on it 12. Click the + sign on “my company” 13. Find your List 14. Next 15. Review 16. Activate
3
How to check who opened your campaign 1. Marketing Tab – Campaign 2. Click: “Single Email Events” 3. Change the “type” to “Agent Site” 4. Click: View Sent 5. Look for the Campaign Name 6. Click the Campaign Name 7. Scroll down and change “Show Campaign Members” to “Contacts” 8. From there you can see who the campaign was sent to, who opened, who clicked, who unsubscribed