MLM Network Marketing Helper. User guide

MLM Network Marketing Helper

User guide

Table of Contents

MLM Network Marketing Helper...3

Main window... 4

Configuration menu... 6

Options menu... 7

? menu...8

Contact list... 9

Add/edit contacts... 12

Add/edit contacts - Other informations tab...15

Contact list - Other info. tab... 17

Contact list - Reminders tab... 18

Add/edit reminder...20

Reminder done...23

Select reminder(s) template...24

Select reminder(s)...26

Contact list - Send email tab... 28

Pre-created emails...30

Add/edit pre-created emails... 32

Reminders...34

Add/edit reminders... 36

Reminder templates...39

Add/edit reminder templates... 42

Tree view mode (downline)... 44

"Ready to send" emails...46

"Ready to do" reminders... 49

Personalize... 52

Printable reports... 54

Contact information report...55

Reminders to do report... 56

How to configure my emailing client?... 57

MLM Network Marketing Helper

MLM Network Marketing Helper allows you to boost your efficiency in your network marketing business by helping you keep good relations with your prospects and affiliates.

Here are some benefits you will get from this software:

Never ever forget any information about your prospects and affiliates helping you maintain excellent relationships with them.

Save a lot of time with an emailing system created exclusively for MLM businesses.

Maintain good relationships with your prospects and affiliates with an automatic reminder system that will never let you forget any planned contact with them.

Main window

Main window

Add/edit contacts

Go to "Contact list" windows

Tree view mode

Go to "Tree view mode" windows

List of ready-to-send emails

Go to "List of ready-to-send emails" windows

List of reminders

Go to "List of reminders" windows

Configuration menu Configuration menu Options menu Options menu ? menu ? menu

Configuration menu

Add/edit contacts

Allow access to the "Contact list" window

Add/edit pre-created messages

Allow access to the "Pre-created emails" window

Add/edit reminders

Allow access to the "Reminders" window

Add/edit reminder templates

Options menu

Personalize

Allow access to the "Personalize" window

Backup database

Backuping the database

Use this menu to select the path and file name of the database backup copy you want to create. The copy will be saved with the ".gbk" extension.

Restoring a database

To restore the database you just have to replace the file "MLM_DATA.FDB" in the application directory (most of the time "C:\Program files\MLM Network Marketing Helper\") by one of the existing backup file (.gbk) and rename it that way : "MLM_DATA.FDB". MLM Network Marketing Helper must be closed to perform this operation.

? menu

Help

Allow access to the online help files

Report a bug

Give you access to our online contact form to help us improve our products by reporting a bug or making suggestions.

About MLM Network Marketing Helper

Contact list

This window allows you to create and manage any information about your contacts. To edit fields on this page, click on the "Edit" button at the bottom of the page or double click in the field you want to edit.

Contacts list

This is the list of every contact recorded in the system. The level of the contact is shown in the first column.

You can create different type of contact : Downline (white), Upline (green), Lead (blue), and Others (yellow). The list can be sorted by clicking on the column header.

Show "Prospects"

Check this box if you want the "Prospect" type of contact to be shown in the list.

Check this box if you want the "Downline" type of contact to be shown in the list.

Show deactivated contacts

Check this box if you want the "Deactivated" type of contact to be shown in the list.

Quick search

Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.

Show "Upline"

Check this box if you want the "Upline" type of contact to be shown in the list.

Show "Others"

Check this box if you want the "Others" type of contact to be shown in the list.

Add button

To add new contacts with the "Add/edit contacts" window.

Delete button

Delete the selected contact(s).

Deactivate button

This button allow you to deactivate the selected contact(s). Deactivating a contact will allow you to show him or not in the list (by checking or not the "Show deactivated contacts" checkbox).

Edit button

Printing contact(s) info

This section allows you to print the selected contact(s) information. See the "Contact information report" section for more details.

Print the pictures checkbox

Allow you to determine if you want or not the contact(s) pictures to be print in the report.

Exit button

Close this window.

Other info tab

Show the "Other info." tab.

Reminders tab

Show the "Reminders" tab.

Send email tab

Show the "Send email" tab.

General info. tab

This tab contains general information about the selected contact. To get more details about the different fields, see the "Add/edit contacts" window.

Add/edit contacts

This window allows you to edit any information about a contact while creating a new one or editing an existing one. Contact section

This section allows you to edit the name and the birth date of the contact.

Partner section

This section allows you to edit the name and the birth date of the contact's partner.

This section allows you to edit any contacting information of the contact.

This contacting information include :

Address City

Province/State Country Postal code

Various phone numbers Fax

Email

Sponsoring informations section

This section allows you to edit any sponsoring information of the contact.

Contact type : The type of the contact can be "Downline", "Upline", "Lead" or "Others"

He joined on : This field is used for downline type of contacts. It shows the date he started his business.

Username : This field is used with certain type of MLM online business like "Global Domains International (GDI)" Level : Shows the level of the contact (when the contact is a downline..)

Sponsor : Allow you to select the current sponsor of the contact. If you are the sponsor, select "I am his sponsor". Save button

Click here to save the new record or modifications to an existing one.

Cancel button

Other informations tab

Add/edit contacts - Other informations tab

Family situation

This field let you enter information about the family situation of the contact.

Edit picture

This field allows you to edit the path and name of the picture file. The "..." button allows you to open a browser and select a file.

Employ. situation

This field let you enter information about the employment situation of the contact.

General notes

Contact list - Other info. tab

This tab contains "Other information" about the selected contact. To edit these fields, click on the "Edit" button at the bottom of the page or double click in the field you want to edit.

Family situation

Information about the family situation of the contact.

Employment situation

Information about the employment situation of the contact.

General notes

Contact list - Reminders tab

This tab contains the list of reminders for the selected contact. You can modify this list by adding, deleting and editing reminders or groups of reminders.

List of reminders

This is the list of reminders for the selected contact. Reminders in red indicate that it is due (according to the "Next due date" column). You can double click on the list to open the "Add/edit reminders" window.

Add reminder(s)

To add reminders to the list with the "Select reminder(s)" window.

Delete the selected reminder(s)

Edit the selected reminder(s)

Edit the selected reminder with the "Add/edit reminders" window.

Reminder(s) done

Use this button to indicate that the selected reminder(s) is(are) done. When you click on this button you get to this window where you can select the date when the selected reminder(s) was done.

Add a reminder template

This button allows you to select a group of pre-created reminders to add to the list of reminders of the selected contact. It opens the "Select reminder(s) template" window

Add/edit reminder

This window allows you to edit information about a reminder while creating a new one or editing an existing one. Send an email button

Select this option for a reminder to send an email (not a pre-created email..). You can write the description of the email to send in the text box below.

Send a pre-created email button

Select this option for a reminder to send a pre-created email. (See the "Pre-created emails" window for more details about pre-created emails)

Other button

Select this option for a reminder to any other action. You can write the description of the action in the text box below.

Phone call button

Select this option for a reminder to give a phone call. You can write the description of the phone call in the text box below.

One time button

Select this option if you want to be reminded only one time (for example : 3 days after assignation of the reminder). The reminder will be deleted after being done.

This option is useful when creating a sequence of email (with the reminder templates) to send to a leads or a new affiliates for example.

Drop down

<TODO> Insert description text here... And don't forget to add keyword for this topic Weekly button

Select this option if you want to be reminded on a weekly basis. You can select a week day from monday to sunday.

Monthly button

Select this option if you want to be reminded on a monthly basis. You can select a number from 1 to 31.

Save button

Click here to save the new record or modifications to an existing one.

Every : button

Select this option if you want to be reminded perdiodically (every 2 weeks for an example..). You can select a number and a time basis (day, week, month, year).

Cancel button

Cancel the add or edit.

Next due date

Reminder done

Select the date

Select the date when the selected reminder(s) was done.

Save button

Click here to save the new record or modifications to an existing one.

Cancel button

Select reminder(s) template

This window allows you to select one or many reminder(s) template (groups of reminders..). List of recorded templates

The list of recorded templates.

Quick search

Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.

OK button

Click here to validate your choice. You can select one or many templates.

Cancel button

Select reminder(s)

The list of all recorded reminders.

List of recorded reminders

Quick search

Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.

OK button

Click here to validate your choice. You can select one or many reminders.

Cancel button

Contact list - Send email tab

This tab contains the list of all existing pre-created emails.

This section allows you to send pre-created emails to one or more contact at the same time. You just have to select every contact to whom you want to send an email and then select the email you want to send in the "Master list of pre-created emails". Click on the button "Send the selected email to..." on the bottom of the tab and your default emailing client will open with the email ready to send. ("microsoft outlook", "outlook express" and "windows live mail" client are supported and must be properly configured. See the topic "How to configure my emailing client?" for more details.)

List of all pre-created emails

This list contains all pre-created emails. It is not in relation with the selected contact.

Check this box if you want to send your email in BCC mode (blind carbon copy mode).

Send the selected email button

Click on this button when you're ready to send the email. Your default emailing client will open with the email ready to send. ("microsoft outlook", "outlook express" and "windows live mail" client are supported and must be properly configured. See the topic "How to configure my emailing client?" for more details.)

Create a new pre-created email button

To add a pre-created email to the list with the "Add/edit pre-created emails" window.

Delete the selected pre-created email(s) button

To delete the selected pre-created email from the system.

Edit the selected pre-created email(s) button

Pre-created emails

This window allows you to create created emails that you will be able to send to your contacts. These pre-created emails can be send through the "Contact list - Send email tab" window or they can be assign to reminders as you can see in the "Add/edit reminders" window.

List of pre-created emails

This list contains all pre-created emails in the system.

Quick search

Add button

To add a new pre-created emails with the "Add/edit pre-created emails" window.

Delete button

Delete the selected pre-created email(s).

Edit button

Edit the selected pre-created email with the "Add/edit pre-created emails" window.

Exit button

Add/edit pre-created emails

This window allows you to edit information about a pre-created emails while creating a new one or editing an existing one.

Description

A description of the email. It's only for identification purposes. This will not appear in the email.

Subject

The subject of the email. This will appear in the subject area of the email.

Body

The body of the email. You must enter the path and name of a text file containing the text you want to appear in the body of your pre-created email. You can use the "..." button to browse and select a file.

Attached files

The attached files. You can enter the path and name of up to 5 file to attach to the pre-created email. You can use the "..." button to browse and select a file.

Save button

Click here to save the new record or modifications to an existing one.

Cancel button

Reminders

This window allows you to create reminders. You will then be able to assign those reminders to your contacts. This will remind you to perform various actions. See the "Contact list - Reminders tab" for more details on how to assign reminders to your contacts.

List of reminders

This list contains all reminders in the system. The first column show you which action should be reminded and the second column show you when you should be reminded to perform this action.

Add button

To add a new reminders with the "Add/edit reminder" window.

Delete button

Delete the selected reminder(s).

Edit button

Edit the selected reminder with the "Add/edit reminder" window.

Exit button

Add/edit reminders

This window allows you to edit information about a reminder while creating a new one or editing an existing one. Send an email button

Select this option for a reminder to send an email (not a pre-created email..). You can write the description of the email to send in the text box below.

Send a pre-created email button

Select this option for a reminder to send a pre-created email. (See the "Pre-created emails" window for more details about pre-created emails)

Other button

Select this option for a reminder to any other action. You can write the description of the action in the text box below.

Phone call button

Select this option for a reminder to give a phone call. You can write the description of the phone call in the text box below.

One time button

Select this option if you want to be reminded only one time (for example : 3 days after assignation of the reminder). The reminder will be deleted after being done.

This option is useful when creating a sequence of email (with the reminder templates) to send to a leads or a new affiliates for example.

Drop down

<TODO> Insert description text here... And don't forget to add keyword for this topic Weekly button

Select this option if you want to be reminded on a weekly basis. You can select a week day from monday to sunday.

Monthly button

Select this option if you want to be reminded on a monthly basis. You can select a number from 1 to 31.

Save button

Click here to save the new record or modifications to an existing one.

Every : button

Select this option if you want to be reminded perdiodically (every 2 weeks for an example..). You can select a number and a time basis (day, week, month, year).

Reminder templates

You can create groups (or templates) of reminders to assign to your contacts. These groups will be created once and will always remain in the system. Once they're created you can use them in the "Contact list - Reminders tab" and easily assign these groups to your contacts. Just create a template with the button "Add" and then assign every reminders you want to be a part of this template. To do so, use the button "Add a reminder" to select reminders that has been previously created.

List of templates

This is the list of all templates created in the system.

This is the list of reminders for the selected template.

Add button

To add a new templates with the "Add/edit reminder templates" window.

Custom control

<TODO> Insert description text here... And don't forget to add keyword for this topic Delete button

Delete the selected template(s).

Edit button

Edit the selected template with the "Add/edit reminder templates" window.

Add a reminder button

Add a reminder to the selected templatewith the "Select reminder(s)" window.

Delete reminder(s) button

Exit button

Add/edit reminder templates

This window allows you to edit any information about a reminder template while creating a new one or editing an existing one.

Code

A few letters describing the template.

Save button

Click here to save the new record or modifications to an existing one.

Description

A few words describing the template. Note

Anything you need to know about this template...

Tree view mode (downline)

This window allows you to see your downline as a tree view. Details

Tree view

A classic tree view of your downline.

Show info button

This button allows you to show the selected contact in the "Contact list" windows.

Exit button

"Ready to send" emails

This window allows you to see and send all emails that are ready to send (according to the reminders that have been set). The left list shows all of your contacts and the right list shows emails that are ready to send for every selected contacts.

List of contacts

This is the list of all contacts created in the system.

This is the list of ready-to-send emails for the every selected contact(s).

Quick search

Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.

BCC mode

Check this box if you want to send your email in BCC mode (blind carbon copy mode).

Send all email of every selected contact(s) button

Check this option if you want to send emails that are selected in the right list only.

Send email(s) selected in the right list only button

Check this option if you want to send emails that are ready to send for every selected contact(s).

Send! button

Click this button to start the sending action. Your default emailing client will open with the first email to send. You will have to validate and click on "Send". The second email to send will then open... You MUST have a supported emailing client properly configured to perform this operation. Supported emailing client are "Microsoft outlook", "outlook express" and "Windows live mail". See the "How to configure my emailing client?" section for more details.WARNING : Emails that should be send one time only will be deleted from the list of ready to send emails immediately after you click on the button "Send!".

"Ready to do" reminders

This window allows you to see all reminders in the system. The left list shows all of your contacts and the right list shows reminders for every selected contacts.

List of contacts

This is the list of all contacts created in the system.

This is the list of reminders for the every selected contact(s).

Quick search

Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.

Show in yellow...

Check this box if you want to show in yellow the reminders that will be ready to do in less than the number of selected days.

Show only "ready to do" reminders

Check this box if you want to show only the reminders that are ready to do.

Show in red...

Check this box if you want to show in red the reminders that are ready to do. If you do not check this box, the reminders that are ready to do will appear in white.

Reminder(s) done button

Use this button to indicate that the selected reminder(s) was(were) done. When you click on this button you get to

this window where you can select the date when the selected reminder(s) was done.

Printing reminder(s)

This section allows you to print reminders for the selected contact(s) . See the "Reminders to do report" section for more details.

Exit button

Personalize

This window allows you to personalize the software parameters for this computer only.

Language

Choose the language.

Print dialog

It determines if the print dialog appear before printing a report.

Save

Save your modifications.

Database server

Here you must enter the name of the database server (the name of the computer where the data are installed). It's applicable only with the Network Edition. See Network Edition configuration page for more details

Cancel

Printable reports

Contact information report

This report contains general information about your contacts. This report can be printed through the "Contact list - General info. tab" window.

Reminders to do report

How to configure my emailing client?

To send emails with MLM Network Marketing Helper you must have a properly configured emailing client on your computer. Supported emailing client are "Microsoft outlook", "outlook express" and "Windows live mail". These are the three main emailing client and you probably already have one on your computer but maybe it is not properly configured. Let's see how to configure each emailing client.

Microsoft Outlook

This emailing client is used by a lot of business. It's one of the most powerful emailing client on the market today. We do not recommend the use of Microsoft outlook as you must pay for it and there is a lot of features that you will probably not use.

Outlook Express

This emailing client is commonly used by home users. It's a simple emailing client.

Click here to see how to configure outlook express on your computer.

Windows live mail

This is the new emailing client from microsoft. It is free and we strongly recommend you use this one. In the past, you were able to create an hotmail email address in MS Outlook but now it's only possible with WLM.

Windows Live Mail works with popular Web-based e-mail services such as Hotmail, AOL mail, Google mail, and Yahoo! mail. Windows Live Mail is built to automatically configure many popular e-mail services.

Network Edition Setup

When you install MLM Network Marketing Helper client software on your computer, an embedded database is installed by default to allow you to try out the software without further configuration. However, when you're ready to share the software on a network with multiple users, you need to install a shared database on a server. Any Windows computer may act as the "server", as long as it is accessible from all of the computers which need to access the shared database. You also want to make sure the computer is able to run without interruption to avoid any potential for database corruption which might occur if the computer is restarted while users are connecting to and using the database.

To set up MLM Network Marketing Helper for use on a network by multiple users, there are three basic steps: 1. Install the client software on the computers which will run MLM Network Marketing Helper.

2. Install the database server software on a shared Windows server. 3. Connect the client computers to the database server.

Installing the client software:

The client software is the program that users interact with to enter and update vehicle records. If you have used the trial version of MLM Network Marketing Helper, then you have already installed at least one copy of this software. This software is available for download at http://www.vinitysoft.com/ mlmnetworkmarketinghelper.html Note that in order to connect to a shared database server, you must purchase MLM Network Marketing Helper. All editions of MLM Network Marketing Helper run in single user stand-alone mode by default. The Network Edition can also connect to a central database server.

Install the database server software:

The database server software is very easy to install in the default configuration. To install in the default configuration, follow these simple steps:

1. Log on to your server and download the setup program from http://www.vinitysoft.com/VFM/ NetworkVFM.exe

2. Run the setup program that you downloaded in step 1, and accept all defaults.

This program will install a Firebird Database Server and a new MLM Network Marketing Helper database. The new database will be installed in "C:\Program files\MLM Network Marketing Helper Data \MLM_DATA.FDB".

Connect the client computers to the shared database:

After installing the database server, you may connect your client computer(s) to the shared database server by following these steps:

Open MLM Network Marketing Helper on one of the client computers which it is installed on.

1. Select the menu Options - Personalize. Insert the name of the server(computer) that host the database in the field ‘Database Server’ (if you don't know the name of the server, log on to the server and right-click "My Computer", choose "Properties", and then select the "Computer Name" tab.)

2. Click "Save"

3. Close and then reopen MLM Network Marketing Helper. You're now connected to the shared database server.

Warning! If your database server is also used as a client workstation you must replace the "(local)" value in the field "Database server" of the menu "Options - Personalize" by the server computer name (like you do for every client workstation).

Warning! If your network is not managed (small network are usually not managed), maybe you will have to type the IP adress of the database server instead of it's name in the field ‘Database Server’.

Warning! If your database server have a firewall configured, you wil have to either, deactivate it or, add an exception to the firewall. The program file you have to allow your client workstation to access to is : "C: \Program Files\Firebird\Firebird_2_0\fbserver.exe". To add an exception to the firewall (within Windows XP), go to "Start - Control panel - Firewall". Click on "Exceptions" tab then click on "Add a program". Click on "Browse" then select this file : "C:\Program Files\Firebird\Firebird_2_0\Bin\fbserver.exe".