Contents
1. Who is eFileCabinet? 3
2. What is the Spread the Word eFileCabinet referral program? 4
3. How does it work? 5
4. How much money can I earn? 6
5. What do you mean by a successful referral? 7
6. How do I get paid? 7
7. Using your referral account to recommend eFileCabinet 8 8. Are there any marketing tools available to help me refer eFileCabinet? 11
9. Hints and tips on referring 12
10. What does an ideal eFileCabinet customer look like? 13 11. What does a successful eFileCabinet referrer look like? 14
Who is eFileCabinet?
1
eFileCabinet is a document management system that safely and securely manages your files and documents online, on your desktop or on your mobile device-without the use of paper. Its simple on-premise or online options facilitate storing, searching and sharing of information. Robust security technology easily enables compliance with requirements from governing bodies such as HIPAA, GLB, SOX, FERPA, SEC/FINRA and many others. eFileCabinet is available in online, on-premise and mobile versions. With its innovative features that will make your business more effective, efficient, and profitable, eFileCabinet is what you need for your company to succeed.
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Getting Started Guide
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2
What is the Spread the Word
eFileCabinet referral program?
The eFileCabinet Spread the Word referral program is for people who are interested in recommending eFileCabinet products to their contacts. You can sign up and earn money for any successful referrals. It’s free to join and open to anyone.
3
How does it work?
When you sign up, you’ll get your own personal account where you can access a set of links that are completely unique to you. Share these links with your clients, friends and/or colleagues and when they sign up as an eFileCabinet customer, we’ll send you a payment.
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Getting Started Guide
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4
How much money can I earn?
You will receive $250 for any successful referral that becomes a customer of eFileCabinet. So if you refer two people and they both purchase the eFileCabinet software, you will receive $500, and so on!
A successful referral is a person or company who has clicked your link and gone on to become a paying eFileCabinet customer. This means they have clicked your link, signed up for a free demo and subsequently converted to buying the eFileCabinet software. The rewards payment will be credited to your account once they have paid their invoice.
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What do you mean by
a successful referral?
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How do I get paid?
We currently use PayPal to reward you with your payments, so you’ll need to have a PayPal account to receive them. Simply sign into your referral account; in the top right-hand corner of the home page, click on the dropdown and choose “Account”. Once in your account, there’s an option to enter the email address you use for your PayPal account. After you’ve entered your email, we’ll be able to make payments directly into your PayPal account. The funds will be added to your account on a monthly basis.
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Getting Started Guide
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Using your referral account
to recommend eFileCabinet
It’s simple to refer eFileCabinet from within your account. You can choose a specific campaign that will take people to a form page to sign up for a free demo when they click.
Sharing your unique link:
Once you’ve chosen your campaign, you’ll see the sharing options. Each option is pre-populated with your unique link, depending on which campaign you’ve selected.
When selecting the email options, simply type in the chosen recipient, amend the message and send.
There is also an option to import contacts from Yahoo or Google mailboxes.
You can also share your link on Facebook, Twitter and LinkedIn. Simply choose your preferred method, amend the message and send or post.
If you use Twitter, keep your message to around 110 characters to leave space for the program to add your unique link at the end. If you prefer, you can simply copy the unique link from the Campaign URL and paste it into any of your own communications or integrate it with a website.
Step 1: Choose the campaign you wish to use from the dropdown near the top of the Assets page.
Step 2: Once you have chosen the relevant link from the dropdown, copy the http link (or Campaign URL) in the field to the left of this. It should look some thing like this:
Step 3: Paste the Campaign URL you have copied between the first set of quota-tion marks on the html banner text, in orange as below. Your HTML banner text is now ready to be copied onto your website.
Select this and you’ll be presented with a range of banner ads for eFileCabinet. To the right of each banner is the html text required.
Important! You need to copy and paste your unique link into the html code so any customers that click your banner will be linked to you; this lets you receive your commission (if they become a successful referral). To find the unique URL for any campaign, follow the simple steps below.
Earned: This is the total amount of money you’ve earned to date from successful referrals
Paid to Date: This is the total amount of money that has been paid into your PayPal account to date.
Awaiting Approval: This is the total amount of money that has been earned and
is awaiting approval.
Awaiting Pay-out: This is the total amount of money earned via a successful referral that remains to be paid into your PayPal account.
Tracking activity:
You can also track any clicks you may receive on your unique links to inform you of how much interest you are getting and which campaigns, timings and social media/email channels are working best for you. Simply click on the stats tab on the left-hand side of your home page.
Rewards and pay-outs:
From the same left-hand menu, you can also monitor individual rewards and pay-out data.
On your home page or dashboard, you can also see how much money you’re earning or have earned. The dashboard shows the following information:
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Viewing Commissions:
The system will send emails to your account email address when:
You earn a reward – Please note this means a reward amount has been added to your account. It does not mean this has been physically paid into your PayPal account.
You are paid a reward – This means that any outstanding rewards recorded in your account have now been paid into your PayPal account.
Are there any marketing tools
available to help me refer
eFileCabinet?
8
Visit our eFileCabinet website at www.efilecabinet.com, where you will be able to access information regarding our product that will be valuable marketing tools for you to use. Make sure you also visit our blog (www.efilecabinet.com/blog) and YouTube
channel https://www.youtube.com/user/efilecabinetinc for additional valuable marketing materials for your use.
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Hints and tips on referring
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Recommending face to face will always bring the best results
Use all of the tools available to you and make the most of your social networks Share often. The shelf life of a tweet in terms of engagement is typically 18 minutes, and a Facebook post is 90 minutes.
Choose your moment. There are optimal times to share for most social media networks that will maximize engagement. These are:
Twitter: 1 – 3PM, Monday to Thursday Facebook: 1 – 4PM
Google Plus: 9AM – 12PM
LinkedIn: 6:30 – 8:30AM and 5 – 7PM
Have a look at the eFileCabinet software products you’re recommending. We’re convinced that will give you the confidence to recommend and the knowledge to refer well.
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What does an ideal
eFileCabinet customer look like?
An eFileCabinet customer is typically a small to medium-sized business with any number of employees that is both paper and paper-process heavy. Compliance and security are important and they are looking to streamline time and resources to become more efficient as a business.
eFileCabinet customers choose us for many reasons, but the main ones to keep in mind are:
Sound familiar? If so, then you are in an excellent position to successfully refer eFileCabinet and earn a generous reward on those referrals.
Our paperless software is very easy to use and intuitive. Our customers love that little training is required.
We are HIPAA, SEC, and FINRA compliant, and employ 256-bit encryption. This means your data is safe both at rest and in-transit.
eFileCabinet offers both on-premise and in-the-Cloud solutions, as well as the #1-rated client web portal.
Our DMS is fully integrated with other programs you frequently use, such as Quickbooks, SalesForce, and Microsoft Office.
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What does a successful
eFileCabinet referrer look like?
They are a trusted advisor; their opinion matters to their clients, colleagues and friends.
They have a broad understanding of their clients’ or small business’ needs and issues.
They are knowledgeable about the subject or products they are talking about. They share information often and through all available channels.
They understand from their referral account stats what has worked for them in terms of message timing and channel and replicate this.
They vary their message: eFileCabinet offers
eFileCabinet’s new features
Use topical subjects such as “document management system,” “workflow” or “compliance”
