Marketing Automation (8)

Watch this space for articles regarding Marketing Automation.

How do I create and manage tasks in SpinOffice?
Go to New -> Task to create a task for a certain contact or click on the task icon in the main toolbar. All tasks are shown in your task list which can be found at menu item Go to -> Task list. Priority, expiration date and reminders can be set for each task. When working with multiple database users you are able to create and manage tasks for your team members. More information about tasks can be found in the SpinOffice user guide.

Modified on 22 Oct 2019

Modified on 22 Oct 2019
How do I create an event in the calendar?
Go to Go to -> Calendar. Click once on the date on which the appointment should be made. Enter the related contact, time and date and location of the appointment. Click on “Save”, the popup will close and the appointment is added. Use right-click for more options, for instance to link the appointment to multiple other contacts, multiple folders or your colleagues.

Modified on 13 Aug 2018

Modified on 13 Aug 2018
How to sent text messages from the CRM?
Although you may not realize it, sending texts from your SpinOffice database is possible and extremely useful. If you want to send an SMS to a mobile phone, there’s no need to opt for a third-party service — you can do so directly within your SpinOffice account. Instead of using a service you don’t know or trust, you can deliver a text message by using our SMS gateway. So long as you have added the person’s mobile phone number to the contact card, you can easily send out text messages. Great thing is that all messages end up in the contact's archive. It's possible to use text message templates and you can schedule a text message to be sent out later. In the Pro edition, you will have the option to change the sender.

Modified on 14 Jun 2018

Modified on 14 Jun 2018
Why use SpinOffice for sending emails?
Access all your CRM associated email exchanges in one place, right inside your Inbox. All messages are, on entry, automatically linked to the proper contact. If the recipient is unknown you can add the contact to your database as new or link it to an existing contact and SpinOffice will pick up all former communication and will add it to the contact’s archive. Building up your database has never been easier! Your team will become more efficient. Each user will get its own inbox with many options as internal forwarding, folder linking, converting to task and more. SpinOffice uses IMAP protocol to retrieve email messages from your mailbox. The inbox folder, sent items and trash folder are in sync. All your emails remain in your current mailbox but every day we make a backup of your data on our highly secured servers.

Modified on 10 Nov 2016

Modified on 10 Nov 2016
What is the point of the Contact's dashboard on the right of the contact card?
With every contact card that you visit in SpinOffice, you can see at a glance what is involved with this contact. It contains not only items that are meant for you, but also those of your colleagues. The dashboard differs for each contact in the database. The following items are displayed in the dashboard: Open folders: all folders to which the contact is linked. Upcoming appointments: all calendar items to which the contact is linked and which will take place within the next two weeks. Open tasks: all unfinished tasks to which the contact is linked. Overdue tasks are red, tasks in the future are blue. Open items: alle unfinished email messages to which the contact is linked. Last timesheet items (is only displayed in combination with the time registration module): all logs / time written for this contact. Below the item the date / time is stated on which it was created (for folders and open items) or when it takes place (appointments and tasks). In addition, the name of the database user to which the item is linked is shown. From the dashboard you can create a new item (folders, appointments, tasks) via the '+' icon. Use the right mouse click on an item to open, finish or delete it. Many customers enjoy working with the dashboad. It provides insight into outstanding items and it easy to manage tasks and folders from here instead of navigating to the task list and / or folders list. If you do not have the dashboard yet and you want it to be enabled within your database, please let us know. For existing customers from before July 2017, it is possible that the dashboard has not yet been activated. It was only activated on request. Since then, the dashboard is by default activated unless the screen resolution does not allow it.

Modified on 08 Oct 2018

Modified on 08 Oct 2018
How do I get a quick overview of my prospects?
Every prospect has its own contact card with relevant contact information and archive with communication and agreements from the past. To create a selection, for instance all your prospects: Go to the field ‘Contact type’ on the card; Click on the field just once; Choose 'Filter on' in appearing popup; Type ‘Prospect’ and press enter or ‘Filter contacts’; All prospects are shown in the left column; TIP: create a separate contact type ‘Hot prospects’ or similar to make distinction between hot- and less concrete prospects. Go to menu item Extra -> Administration -> Contact type to add new contact types. Combination of filters is possible. For instance the contact type field and the Account Manager field, or a combination of a field and keywords below the contact card. This way you're able to cross filter domestic or international keyword and prospects, or products/services field and prospects.

Modified on 22 Jun 2017

Modified on 22 Jun 2017
What does the integration with Mailchimp includes?
SpinOffice’s integration with Mailchimp allows a two-way interaction between your CRM database and your email list(s) in Mailchimp. You are able to build highly specific filters in SpinOffice and share them with Mailchimp! The three core components of this Mailchimp integration: Import Mailchimp contacts to SpinOffice based on list(s) Export SpinOffice contacts to Mailchimp mailing list(s) based on filters Get hard bounces to SpinOffice contacts’ profiles There's a Mailchimp chapter in the user manual that explains more about this integration.

Modified on 12 Nov 2019

Modified on 12 Nov 2019
How do I link my Mailchimp account to SpinOffice?
Go to menu option Extra -> Mailchimp Please fill in your Mailchimp API key. Log in to your Mailchimp account and go to your account settings, see image below: Copy the API key into the required field in SpinOffice and click on 'Save Mailchimp API key' to link the accounts.

Modified on 12 Nov 2019

Modified on 12 Nov 2019