Marketing Automation

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 ...
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 appointmen...
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 d...
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 datab...
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 ...
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...
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! ...
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 a...