Many of you will be attending offsite events (Real Estate Shows). If you need help pulling a targeted list or scheduling calls/email/mail to promote pre- or post-show let us know. We’re here to help you get the most out of your system.
It’s that time of year again and you need to send out your Holiday cards. For those of you who may be having trouble we thought we’d try to help. You have the cards but you need to print your labels or envelopes. We can provide you with both a #10 envelope and 5160 label template ready for you to load if you don’t have one yet.
Follow the instructions below and you can have your cards in the mail in no time!
Create a Correspondence titled Holiday Cards:
• Go to “Admin Tab”
• Select “Correspondence/Emails” under “Manage Marketing Attributes”
• Click “Add Correspondence Letters/Emails”
o Type ~ Correspondence
o Name ~ Holiday Cards
o Active ~ Yes
o Merge Type ~ Standard
• “Save”
Under Message Body
• Click “Add Merge Documents”
• Click “Browse” find the envelope or label you would like to load (make sure you’ve saved a copy
of the attached items)
o For Envelopes
Document Type ~ Letter/Envelope
o For Labels
Document Type ~ Labels
• “Upload”
• “Save”
From this point all you need to do is create your Contact Group (using Segmentation) to include who you would like to receive the Card. For this example we’ll send to all Owners.
• Go to “Admin Tab”
• Select “Segmentation” under “Contact Tools”
• Change drop down to “Create New Query”
• Under Define Query
o 1st Drop Down ~ Relationship
o 2nd Drop Down ~ Equal to
o 3rd Drop Down ~ Owner
• Click “Add”
• In the “Query Name” Text Box, name the query (ex. Holiday Cards)
• “SAVE”
You will then want to Create a Contact Group for this Query:
• Select the Query you just created from the Select Query drop down box
• From the “Append Contacts to Group” drop down choose “Add New Group”
• In the “New Group Name” Text Box name the group (ex. Holiday Cards)
You have now created a Contact Group so you can go to the Action Scheduler and Schedule the cards to be printed.
• Go to “Admin Tab”
• Select “Action Scheduler” under “Contact Tools”
• Click “Schedule New Action”
o Action Type ~ Correspondence
o Correspondence ~ Holiday Cards
o Schedule Date ~(Today’s Date)
o Occurs ~ Defaults to “Once Only”
o Contact Group ~ (ex. Holiday Cards)
• “Schedule Action”
You have now scheduled the Cards and they will populate in Fulfillment for you to print.
Happy Holidays!
Chrissy
Focus3 Outlook Integration
• Overview
Focus3’s Outlook integration feature allows clients to send and receive messages from Outlook and track those communications within F3 SalesManager.
After the Focus3 Outlook plug-in is installed, a new button will appear in the Outlook toolbar. Users may select a message and click the new button to send a copy of the selected message to F3 SalesManager.
The message will be associated with the email address of the sender or recipient in F3 SalesManager and will be displayed as a Completed Email Action on the Contact’s Summary page.
• Supported Operating Systems
Windows Vista
Windows XP
• Supported versions of Microsoft Outlook
Outlook 2007
Outlook 2003
• Requirements
Internet Connection
Active Focus3 User Account
Notes
Outlook add-in only works for one Company Account per user instance.
Messages must be matched to Contact’s email address within F3 SalesManager or they cannot be added.
Outlook integration must be configured per user and requires a valid email address and active Focus3 user account.
When Outlook is launched, the Focus3 Outlook plug-in will check for new versions of the plug-in and, if present, will prompt the User to download and install the new version.
Only one message may be selected and pushed to Focus3 at a time.
Only the first five recipient addresses in a selected message will be validated and synchronized with Focus3. Any additional email addresses in the recipient list will be ignored.
Only email addresses in the “To” or “From” fields will be validated and synchronized with Focus3. Email addresses in the “CC” or “BCC” fields will be ignored.
The maximum email file size that may be logged is 250K.
Only Text and HTML email parts will be added. Email attachments will be ignored.
If a recipient’s email address exists in multiple Properties within the User’s Company, the Email will be added to all associated Contacts.
(Ed: Note: This is the first edition of Ask the Help Desk. If you have a tip, suggestion, or a cool way that you have found to use the F3 system, please email us at info@Focus-3.com. You could be featured in an upcoming column.)Top-performing sales executives are always looking for ways to communicate with their prospects more efficiently and effectively. One of the best ways to do that is through the Contact Group feature of Focus-3 Sales Manager.The Contact Group feature lets you create groups based on any number of searchable criteria. Let’s say you are attending a real estate show in Reston, VA and want to invite all the prospects from the area to visit your booth. No sweat. Just go to the Advanced Contacts Search tab and add them to a new or existing group.Once you’ve set up your contact group, you can use your onsite Focus3 Admin to send a customized email to everyone in that group highlighting your next event. Or you could set up a mass mailer to send discount coupons for attending that event. Lastly you could set up a scheduled call to thank those people from your contact group for visiting your booth.An important reminder when you have finished communicating with your group: Clean Them Up! If you’re no longer using a contact group, delete it from the group list. Examples of contact groups that should be deleted include any that have been created based on an Action Cycle, an Action Step, a Relationship, a Sales Exec…anything that can change about a contact.However, you will probably want to keep any Contact Group that has been created based on lifestyle – e.g., golfers, boaters, spa enthusiasts, etc. – provided of course you remember to keep the contact information updated.If you have a question about the Contact Groups feature or any other tool in Focus3 Sales Manager, you can always explore the help file located next to the admin tab or by navigating to http://help.focus-3.com/ . You can also check with your local onsite Focus3 Admin or contact the Help Desk at support@focus-3.com.
