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UPDATED: AUGUST 2018   Interested in learning how to delete contacts from your account? Click here to learn more on our Knowledge Base!    If you have any questions, ask below.   ... View more

  UPDATED: June 2018   Users in our 3GE templates can also exclude tags when sending your campaign to help make marketing to with these contacts even easier.   -----   Maybe you haven’t noticed them yet, or maybe you have. Maybe you’ve seen Tags when uploading contacts and wondered what they were for. Let’s have a chat about all that you can do with our newest feature Tags’.   Tags help you to create detailed, targeted marketing campaigns tailored to specific interests or common threads. This allows you to group contacts together that all may exist on other lists without having to shuffle them all around. Previously, you had to put all contacts that you wanted to group together by a certain interest into one list and send targeted messages that way. Not anymore!   Let’s take this scenario for example: let’s say that you are a restaurant and you have a few new dishes that you are featuring for that month and  you want to offer a special price for people born in the month of October. You’d be able to select all of your lists but only those with the Tag would receive the email. This way you wouldn’t have to sort through all of that when you were in a hurry to send out your email.  It’s a great way to target your audience and to keep notes that will help you be more precise with your email marketing.   Here’s how you’d begin: Click the Plus button next to where it says Tags and create the tag name by entering the name and hitting enter.     Then, when you are uploading a list or entering contacts into the account, in the section that says Tags, type in the first few letters of the tag you are looking for, and that tag will now be associated with the contact you are entering. If a tag does not exist, you can make one from right here by clicking the plus button. Here’s what it looks like:     Now, if you wanted to do this in bulk, in the Excel/CSV file that contains contacts you’d like to upload, create a column with the header ‘Tags’ and populate that column with the data. (October Birthdays) Then, upload your file and assign Tags to the Tags column.  Here’s how it would look:   You can also assign contacts to a Tag when they already exist in your account. Let’s say that you want to label some of your contacts as ‘VIPs’ because they regularly frequent your establishment. You can select the contacts you’d like to label for future targeted marketing campaigns so that they are all easily found without having to move them all to a certain extra list. Now, they can stay where they are. Simply select the contacts you want to label as ‘VIPs’ and hit ‘Manage Tags.’     Finally, when you have set up your tags and organized your contacts with them, when you’re ready to send a more targeted email campaign, simply select your list, select ‘Narrow Down’ and send your email out the door to people who will be surprise that you knew exactly what they were interested in!       Here's some additional information: FAQ 4892-Tag Your Contacts   Let us know how Tags are helping YOUR business stay organized and execute more targeted and detailed marketing campaigns! ... View more

Have you used your Events Calendar yet? Are you aware of how it works? If not, here’s why you should:       The Events Calendar is a web-based calendar that will display all of your published events.  The name of the event will appear as a clickable link which will bring the viewer to your event landing page or registration form. Perhaps you run multiple events a month, or in a year. Maybe you are hosting a 3-day conference and you’d like to create separate events for classes and seminars you’ll be hosting.  You can feature each event on your Events Calendar so that  visitors to your website or social media networks will be able to see each event and register all in one place.   To do this you would need to publicize your Event Calendar URL and to find it follow these instructions.      NOTE: Please note that all Published events are automatically added to your Events Calendar unless you manually remove them from the calendar. Sometimes there may be some you want to hide or not feature. To do this simply un-check where it says: 'Add this event to my event calendar.'     Here’s what it would look like:      You can put this URL in an email that you’re sending out or you can share the link on your social network using the Simple Share button so that people can see your events and sign up to attend them, too! This is a great way to raise awareness about your organization and the multiple fundraising or networking events that you do in a week, a month, or a year.     Give it a try, put your exciting events out there and share that link and watch as your guest list grows!         If you have any other questions, feel free to reach out!         ... View more

Did you know that with our new changes to the Contact Management System, you can temporarily suspend your correspondence with any customer that requests this?   Well, consider this scenario:  a customer of yours who loves receiving your Monthly Tips and Deals Newsletter contacts you to tell you that she will be abroad for an extended amount of time and would like you to suspend her email correspondence, as she won’t have regular internet access where she will be going.   You can put that contact on a Temporary Hold so that you don’t accidentally flood her inbox with messages that she does not want to receive during that time.   This can be very helpful in respecting the relationship between you and your contacts and will ensure that you can stay targeted in your marketing efforts.   *A few things to keep in mind. While this contact is on Temporary Hold, the contact will:   Remain on your lists Continue to contribute to your billing Won't get any of your emails Can be taken out of this status at any time   Ok, let's get this ball rolling. This is how you do it simply and quickly:                                                                                                                                                                            And that's all you need to do!   And when your customer returns and wants to receive your emails again, simply repeat the process and this time select: "I have permission to send email!"           Hope that was helpful to you to understand this handy new feature.     ... View more

UPDATED: July 2018   So you created your event homepage, your registration form and you sent your invitations. Your event is live and the RSVPs are pouring in while you do other things…like grocery shopping.  But what’s this? Someone is waving at you and coming closer with a large smile across their face and arms full of reusable shopping bags. They have told you they are coming, and have asked you to “sign them up!” They have bid you a good evening and are now walking away to inspect the organic okra. There you stand wondering why they didn’t do it themselves, but alas it must now be done. So what does this mean for you?     Well, sometimes you will have to manually register someone for your event on their behalf so here’s how you do that, quickly and easily!   Begin by clicking on the name of your event in the EventSpot Tab. You will be looking at the main landing page; the Dashboard for all stats and actions for managing your event. To the right of the circle representing how many registrants you have, you will see a list of 5 options in the gray box just off to the right of the circle.   You will choose the second option which reads: “Register someone.” Here’s what it’ll look like:   After you click that, you’ll be taken to the Registration Form that you created for your event where you’ll basically see what your registrants see when they register too. Once you do, click on the ‘Register Now!’ button and this will prompt you to fill out the fields you required of your registrants when making the Registration Form. Once you fill out that required information, if they have an email address they will receive confirmation that they have been registered for the event   *Note: If that person who waved you down at the grocery store did not have an email address, you may put your own email address in for them, but remember YOU will be receiving the confirmation email that they would have received if they had their own email address. Use it to remind you to contact that person by phone, by paper mail, or in person to let them know that they are now registered for the event.   That process will look like this:      Complete this last part by clicking on the Register Button which will confirm that “you” have successfully registered for the event (on behalf of the person who flagged you down at the grocery store).Your email address will receive the confirmation that that person has registered, and if you have the report set up in the event to email you when someone registers, you’ll get that report on this action too. Your Dashboard report circle will now visually represent this action:     So there you have it, folks. The short process to manually register someone for your upcoming event. If someone told you that they couldn’t come, the process is virtually the same, except you would select ‘Manually Decline’ instead and repeat the steps.   In case you have some additional questions, here are a few more FAQs to help you manually process registration:       Edit a registrant's payment status Manually register someone who wants to attend my event    We hope that this post helps you to remember how to manually register/decline one of your guests and if you have any additional questions, we’re here to help!       ... View more