Quick User Guide
Contact Us
Third Floor, Towers Point, Towers Plaza, Wheelhouse Road, Rugeley,
Staffordshire. WS15 1UN
For further help please contact your internal administrator.
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Table of Contents
Content………..……….1-2 Logging On………..………..3 Dashboard………..………..4-5 Searches………..……….…..6-9 Contacts………..……….…..……..10-14 Updating contacts status(Inactive/Domant)….………15 Adding Interactions……….……….16 Adding Tasks……….………...…17-23 Sending Emails……….………...………24-27 Sending Emails with PDF or HTML……….………28-29 Sending Text Messages……….………...30-32 Details Held on Individual Contacts……….………..………….………..………….……33-34 Web/email tracking……….……….35 Uploading documents………..……….. 36-37 Adding Reservations………..………..…38-46 Developments/Plots………..……….…….47 Handling Duplicate records….………48-49 Contact search by reservation date………...50 Contact search by interaction type……….……….…51 User guides ……….……….……….……52-53 Key for Icons………..……….………..54 Notes………...………...55 Partners………..……….56
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Logging On
Open up Internet Explorer (however we recommend either Chrome or Firefox). In the address bar type your Enter your ContactBuilder website address e.g. https://demo.contact-builder.co.uk and press
enter. NB the word `demo` will be replaced with you company name.
To log on you will need a user name and password. If you do not have one please contact your ContactBuilder administrator.
An example of your login maybe:
Username: daniellem Password: daniellem1
If you forget your password, simply click the `Forgot your password link` and it will prompt you to add your personal email address. Once done you will receive a link in your inbox that will allow you to change your password. If any problems, please contact your administrator.
* Password Rules
• The new password you choose must not be the same as the last one.
•
Your password must be between 8-20 characters and contain both letters &
numbers
Please note that the username and password fields are both
case sensitive.
(For more information see below (“*Password Rules”)
Then click “SIGN IN”.
This will then log you on to the system and take you to the homepage
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Dashboard
When you have logged onto the system you will be taken your dashboard. This page allows you access to all the other sections of the system by using the navigational tabs at the top of the page.
Depending on the user level you have, depends on what information you can see.
The Pink Bubble shows how many tasks you have in total.
Next you will see an overview of the last seven days, as to where you are as to number of contacts, overdue tasks and reservations for that month. This date rage can be changed by using the Filter button at the top right.
You can click on any of these figures to obtain more information. For example if you click on
`contacts` 427 it will go to the list of all these contacts. If you click on `Reservations` confirmed 23 it will show you which 23 plots have been confirmed in that week.
The next section on your dashboard looks at your contacts and the next 3 tasks that are due. How many are `New`, `Active`, `Dormant` and `Inactive` for that given time period.
You will also see from the flame who is Hot, Warm and Normal.
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At any time on this screen if you wish to see all tasks and not just your top 3, click the button at the bottom of the screen.
The next section of the screen you will see an area where we would like feedback on any ideas you may have to improve the system.
This Is NOT where Support logs are to be issued as they may not be seen. Please use normal contact details: Tel: 01889 742023 or support@contact-builder.co.uk
If at any time, you wish to look at details on a certain development, Region or dates, use the filter search to the top right of the screen.
This will provide a dropdown where you can input the relevant information. Depending on your user status you will only see developments that are relevant to you.
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Quick Search
You can perform a quick search on your contacts. To do this click on the magnifying glass on the menu bar to open.
Quick Search. You can search for a contact by filling in all/any of the 4 search fields and clicking on
“Search”. This will bring up a results page showing all of the contacts that match your search criteria.
Please note that you cannot add a new contact until you have performed a search. This is to ensure that you are not adding a duplicate entry to the system.
If at any time you want to go back to the results page of the last search that you did, you can click
“Last search”. We also recommend that when searching by email you only add part and not the full address in case it has been misspelt.
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Search Results
The total number of contacts that match your criteria are shown at the top of the contact list and to the right you will see what your search was.
You can perform an action on all or some of the contacts by using the tick boxes down the right-hand side or using the “TOP” tick box to select all of the contacts, click the green `Select all Contact buttons`, if you only tick the top small white box it will only select all on that page whereas the green button will select everyone in that search..
You can view more information on any of the individual contacts by clicking on them.
You can also refine your search by clicking the button next to the actions tab. This will allow you to be more specific, for example all those looking for a 3 bed with a maximum budget of £300,000.
Actions that can be performed to all contacts as a bulk action:
* Send Email *Assign to a Development (depending on user level
*Send SMS (If subscribed) *Permanently Delete (depending on user level) -
*Create Email CSV list *Print Contact Summary
*Export Data (depending on user level) *Archive contacts (if available)
*Update Status * Mail Merge List
Page | 8 Contacts
If you click on the ‘Contacts’ tab in the black header,
this will bring up the screen below. You can search from here or you can use the quick search (see page 4)
You can search for a contact or a group of contacts by filling in any of the search fields and clicking on
the Blue ”SEARCH” button at the bottom of the screen. You can also search for search criterias, eg
certain development, type of buyer, price brackets etc.
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This will bring up a results page showing all the contacts that match your search criteria.
For example, all people interested in a certain development or anyone interested in a certain price
range, max beds.
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Adding a NEW Contact
Firstly, you would carry out you search as advised previously, recommended by email or Surname.
You can enter part of the information in case they have been misspelt. This is to make sure that you do not duplicate in the system.
NB: This is why it is important to capture their first name and surname as it will also allow you to send emails and text messages that are personalised as well as making it easier to search the system.
If they do not come up in any of your searches select `Add New Contact`, From the ACTION Drop down menu, this can be found on the right of the screen
Please note that you cannot add a new contact until you have performed a search. This is to ensure that you are not adding a duplicate entry to the system.
You will be presented with the screen over. Please note that each client may be set up differently depending on their data capture form.
It is important that you can add as much information as possible, one to help when searching for the
contact in the future and two to help with marketing, eg are newspapers working, Is there a trend as
to type pf property of interest and finally by adding their mobile number to the mobile field the
ability to text them and email address to email them.
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The flames will depict whether the contact is hot, warm or cold. Select by simply clicking on the number of flames required, Please note that any leads that are form any of the property portals or you website, are automatically set at two flames (warm)
NB: Please note that all new contacts that are added need to be added with a status for Purchaser as `NO`.
The system will automatically change their status to yes once a reservation has been made.
Once you have added the new contact details you will see the screen over.
You will notice that some fields with have a star (*) this means that the field is mandatory and you will not be able to save their details unless the field has been completed.
To select multiple developments of interest, press the CTRL key and click the sites to highlight them in blue
NB: you will also notice that the purchaser field defaults to NO as you have not allocated a plot to them, once a
reservation is made this will automatically change to yes.
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You can go back to the contact list at any time with the link at the top left.
You will also see this logo next to the name This shows that the contact is a primary (main contact
).From here you may know that their Partner is also in the system and would like to group them together. Click on `Group Options` and select `add existing contact`. Search for that contact and you will see the screen below.
Click on the blue icon to the right and it will add them to the contact you are currently in.
If their partner is not in the system, click `Group Options` and select `Add new contact` form the dropdown and complete their details
Page | 13 Once completed click the blue button at the bottom `Create contact`, but make sure that the screen states
`New contact for group`.
Once you have done this you will be able to email/text both contacts but you need to make sure that both their email and mobile phone numbers are different.
You can flip between each contact by clicking on the other persons name highlighted in blue.
Once merged together you will notice one has a green icon and the other white as advised above. The green means they are the primary (MAIN) contact and the white a secondary.
• Please note that when you add a reservation it must be the primary (MAIN) and have the green icon.
If you wished to make Claire the Primary instead of Cory select `make primary` from the group options on his contact page.
Page | 14 All fields including Telephone, SMS, Post, and Email are mandatory and must be provided when adding a new contact to your system whether this be automatically or manual.
The ability to search for contacts where their consent has been updated can be searched from the interaction section of the contact screen.
Once you have manually added a new contact you will need to add an interaction to advise how you came about their information, ie telephone call, visit to site etc. At the moment their status is NEW until you add this interaction then it will become an ACTIVE contact.
Please note that if you wish to delete a contact at any time your will need to refer to your
ADMIN USER as they are the only users authorised to remove data from your system.
Page | 15 You can also change the contact status at a later date eg they are no longer looking so you may wish to set them to `Inactive/Dormant`. To do this go into the contact and select `Update Group Status` from the GROUP OPTIONS button
It will then ask why you wish to make them Dormant/Inactive, It will also ask if you wish to create a follow up task. An example of this is a contact has been made dormant as they do not have enough deposit for around 6months time, so you can schedule a task to call them for an update.
When any new contact is added on to the system,
their status is ‘new’ until you have carries out an action on them
As soon as the contact has had their first activity carried out, they become ‘live’. Within this status, a contact can be classified as ‘hot’, ‘warm’ or ‘cold’.
A contact can be made dormant manually. When a contact is made dormant, a question must be
answered (Why is the contact being made ‘dormant’?) and recorded against the contact’s details.
A contact can be made inactive manually. When a contact is made inactive, a question must be answered (Why is the contact being made
‘inactive’?) and recorded against the contact’s details.
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Adding Interactions
You can record an interaction for a contact by clicking on the ACTIONS button and then `Add Interaction` within the contact screen`.
You can then enter a title for the interaction, select the type of interaction and the development and then enter a description for the interaction. When you are happy click “Create Interaction”.
If this is a new contact their status will now be active.
Any telephone calls in or out are logged using the interactions as well as email in. As you can copy and paste from your inbox into the description.
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Adding Tasks
If your software has been set up to integrate with the Property Portals or your own website, you will see that a task is automatically set up when someone enquiries.
These can be found under `Tasks`. They will advise the development of Interest and a description of their request.
Page | 18 You can see your tasks as a list `shown above` or if preferred as a calendar view.
Those shown in green are Tasks yet to be completed, any showing in orange have been completed.
Filter searches can be carried out on your task lists by using the `Quick filters`.
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If you need to add a manual task. Search for the contact as previously shown, click on the ACTION button and select `Create task`, Make sure that you are in the contacts details.
This will then take you to the `New Task` screen where you can;
• Advise deadline date
• Title of that tasks
• Details of the task to be completed
Even set an alarm so that the task pops up on your screen when due.
Once you are happy with the task details click “Create Task”.
You can filter by;
• Time Frame
• Type of Task
• Purchaser
• Region
• Development
By using these filter searches you can look at all tasks related to your sales progression `Reservations`, all incoming website enquiries, all overdue etc.
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When completing the task and enter the relevant information as per example, click `Complete`. This will then add an interaction against the contact that you have completed that task.
o Ability to change priority when completing a task
Tip: The more information you add to the title the easier it is to find the interaction at a later date
Page | 21 As you know all automated leads, for example from website and portals, are received at a ‘normal’ status (2 flames).
When completing the enquiry you have received you can now change their status, for example to hot or cold, from the task. This can be also be done on all types of tasks that you have created.
Simply go to complete your task as normal by clicking the complete button.
Then click on the dropdown `Does this contacts priority need changing`.
Change to the preferred priority and this will update their record, for example to Hot (3 flames).
You will be prompted as to whether you wish to add a follow up task.
If you are happy the task is complete and that the customer is not interested in receiving any more information, then click on `Return`. This will take you back to your task list. Alternatively create your next follow up task.
Page | 22 NB: Make sure that any portal/web lead tasks have been completed once you have logged an interaction against the contact to show you have responded to the lead.
When completing tasks, specially sales progression you need to add title eg solicitors advised 13.10.17 also add description even if title duplicated so that any other user knows exactly what has been done.
Bad example
Good Example
Page | 23 You can see from the title exactly what has been done and when and this will be easier to find at a later date.
You can also see from the interactions both contacts in a group.
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Sending Emails
If you receive an enquiry for your development there are generic email templates, you can use to reply to the customer. (If set up by your Admin User). You will receive your incoming email in your own inbox and NOT through ContactBuilder. However, you can reply from ContactBuilder.
You can also include up to date price lists and development brochures to your emails as PDF links. (You need to make sure that your ADMIN user has uploaded these PDF documents before you can send them).
You must always make sure to reply to the customer through Contact Builder and not your Outlook email to ensure all interaction are recorded automatically. You can copy and paste any incoming emails as an interaction also. This will also give you the ability to see if they have opened your email through `Email Tracking`.
To send a standard email through Contact Builder to a single contact or group, follow the steps;
1. Start your search as previously explained either for an individual or a selection of contacts.
2. If sending to multiple contacts click on the `Select All Contacts button, this will then turn red, Then ACTION/SEND EMAIL
.
3. If you are emailing one contact/group click on their name, then ACTION/SEND EMAIL from the dropdown menu.
Page | 25 A message will come up just asking you to double check this contact can receive emails. If they can’t receive emails it will advise why ie, Unsubscribed, Purchaser, invalid email etc.
This example advises that they have unsubscribed to marketing however if you are contacting them regarding their initial enquiry or regarding a plot they have reserved, you can override this by clicking `This is not a marketing email`. Also if they have another contact in their group you can also email to them by clicking
`Primary & Secondary`.
If you are sending a bulk marketing email the example below shows which contacts can be emailed and those that can’t. Again as previous, remember to click `Primary & Secondary` if you wish to send the email to all contacts in a group.
You can also choose to `include purchasers` in your mailshot if you wish, by clicking include purchasers in green. This is also the case for inactive and dormant contacts.
Click `Ok-continue` if you are happy to send
.
If you receive a message that advises that they cannot be emailed this is normally because either
they have no email recorder, a purchaser or have unsubscribed.
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The screenshot below is an example of the next screen you see. Here you will select The development you are sending information from, Select the template you would like to use if required and the system will self- populate the template stored ` as below` This can be edited if required. Alternatively, you can type freely if you do not wish to use a template.
(Please make sure with your Admin user that all templates required are added to your system).
You will notice on this example there is there is a `Custom Fields` box, here you only need to insert the details eg Date and time and do not need to touch the rest of the template as it will insert these details for you.
You can also schedule this email to go at a later date if you wish, set the date and time and this will be held in a queue until the date and time set.
Once you are happy with the Email Text you can click onto the `Preview & Send` button.
Page | 27 You will notice from this example there is some coding eg %%ContactFirstName%%. This has been set up by your admin user when creating the template.
Don’t worry click `Preview & Send` You will see relevant information has been added to the template depending on which development, contact etc selected and if name provided this is also pulled in eg first name.
Example:
As you can see from the above it has automatically added their name and the date and time as entered into the custom fields. Also, a hyperlink is shown in the body of the text where the PDF of a brochure has been added.
You will then be asked if you would like to create a task to follow up from this email.
If you wish to follow up from this email simply click on `Create Tasks`
If you have already created a task for this contact or won’t be following this customer up again then you can click on the `No Thanks` link which will take you back to your list of contacts.
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Sending Emails with PDF Advert/Brochure
If you are not using a template that has a PDF link or you wish to add a PDF start typing your sentence eg Please see our brochure (then click `ADD PDF` Orange button), a pop up box will then appear as below. Enter the text for the link eg `Here`, `brochure` etc. and then select the PDF you wish to use. Then click ADD PDF.
Then you will see that the link has been added to the email
You can then continue completing your sentence if you wish eg for further details.
However, when you preview you will see that the `TEXT LINK` you added has been used instead of the strange link shown above.
Page | 29 Most of the time your marketing department will send out HTML emails however you also have the option to send if you wish.
If you are sending a HTML then in TYPE select ` HTML Email Template`
When you preview you will see the artwork that will be sent.
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Sending text Messages
If you are subscribed to FastSMS you will be able to send text messages from contact builder. If you wish to set an account up please copy and paste
http://www.fastsms.co.uk/?a_aid=595e0ce88ecfc into your browser.You can send a contact a SMS by clicking on the `Action` dropdown menu and select “Send SMS”.
Remember to tick all contacts that you wish to send to or go into the contacts name if you are sending individually.
This will take you to a summary page that shows you how many people you have selected to SMS and of those how many can and can’t receive SMS and the reasons why (if they can’t).
You can also select from here if you would only like to contact the primary or also the secondary contacts.
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This will then take you to the SMS creation screen where you can write the content of the SMS in the
“Message” box or select a template to use as you did with emails.
Standard Text messaging templates can also be added to the system.
(Please make sure with your Admin user that all templates required are added).
Again as per emails the template may have custom fields where you may only need to add eg date and a time.
You can choose which development it is coming from. Once you are happy with the content click
“Preview & Send”.
There is an optional “Schedule for” date and time field at the bottom of the SMS form;
If you complete this field using the popup calendar and clock the SMS message will be held until that time, otherwise they will be sent immediately.
Scheduled SMS messages are created as normal and held in an ‘outbox’ until sent automatically at the scheduled time.
Page | 32 NB: If you wish to edit a text before it is sent out you will need to talk to your administrator so that they can go to the SMS queue and delete it.
If you do receive an error message this may be due to the fact that your credits have run out and needs to be topped up. (refer to who deals with the fastsms account internally).
If you have a `virtual number` from FastSMS the system will allow contacts to automatically opt out by texting back `STOP`. This function will also allow contacts to reply to your message.
If they do reply something other than STOP, the message is pulled back into ContactBuilder as an interaction and a task is set to advise the sales person on site.
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Individual contact
Using the row of sub-tabs you can view further information held for each contact.
Tasks
This tab shows all the tasks that are set for the contact. You can also “Edit” and “Complete” a task from this area as well as the task tab.
Interactions
This tab shows details of all the Interactions that are held for a contact. It contains details of
manually added Interactions e.g. telephone calls and also details of any automatic Interactions such as emails and SMS.
From a Contact’s Interaction page, you can ‘show interaction descriptions’ or ‘hide interaction descriptions’. This allows you to open and close details of all Interactions for the contact which is useful when reviewing long histories or looking for particular information in an Interaction history.
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Here is an example of a Contacts Interaction screen with descriptions hidden:
This example shows Interactions open displaying the detail of each Interaction
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Web Tracking (optional module)
This tab will show details of the contacts activity on your website. The system creates a log of each time the contact visits your website and the pages that they view.
There is a facility to Filter Results by date range so you can view how many visits a contact has made within a given time period.
Email Tracking (optional module)
This will track all emails either sent from our system and those also sent from campaign monitor (if you have subscribed). This can be found under the contact on their `Email tracking` tab and you will see when the email was opened and if they clicked on any links.
Reservations- Once a plot has been reserved you will see that plot listed under the contact details.
When you click on the reservation tab for a contact. For each Reservation, you can view the Date of Reservation, the Development, Plot Number, Purchase Price and the current status of each
Reservation and at what stage the Reservation is at.
Once the reservation has been confirmed you will start to see the sales progression steps under this tab also as per example below;
Page | 36 Files
If your company has this module this tab will only appear against a contact once you have reserved a plot against this.
This allows you to store documents by simply dragging and dropping them. These could be signed reservation form, extras order etc…
If
you click on the tab you will see the following details below where you can either drag and drop of upload the relevant documents.
Simple open were your document is stored and drag to the green box like below.
Page | 37 You will now be able to set your permission level. By making this public you can now send links out of the system, for example to the client, solicitor etc.
Simply click on `permissions` to get the screen below and then tick the box `PUBLIC PERMISSION` and save.
Once saved you will see the Tokens, this allows you to now copy the link and send to the relevant people.
This allows the recipient to view the document 3 times and then must ask for a new link. Or they have until the expiry date to view.
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Adding Reservations
You can create a new Reservation for a contact by going to their menu bar and selecting
`Reservations` than select “New Reservation”.
If you have a reservation for two people don’t worry if you have not already grouped them together, they can be added at the reservation stage.
The system will then take you to a blank Reservation Form; you can now start entering all the required information relating to the Reservation including:
• Plot Details
• Reservation Details
• Agreed Dates
• First customer details (completes automatically with what is recorded on their `Details Page`.
• Second Customer Details
• Existing Property
• Mortgage
• Estate Agent
• Solicitor
• Company Solicitor
• Office Use
Please note that some of the information you may not need to add as it will all depend on what details are pulled through to your `Templated` reservation form
When adding the details remember the following;
•
* Required for confirmed reservation.
•
~ Required for draft reservation.
Page | 39 If you have grouped the contacts together click `SECONDARY PURCHASER` and you will see them in the drop down menu, if not click `ADD NEW PURCHASER`
If you have selected `secondary purchaser` their details will pull though.
If not click `ADD NEW PURCHASER` and complete their details.
If the second purchaser lives at the same address you can copy their information. To do this click `GO` at the top next to purchaser one’s name and then fill in any missing information and then save at the bottom.
Page | 40 If you need to update any information relating to these purchasers, there is an `EDIT PURCHASER` button. This will also update their record card on the system.
Once completed click `CREATE RESERVATION`, at the bottom of the screen.
If The plot for your development has not been entered into the system, (First check your DEVELOPMENT` tab to make sure not listed and just hasn’t been released yet), you can also add this from here by clicking `Add New Plot` if you do not have access, ask your administrator to add this for you.
Page | 41
NB: If you were to click on the “Abandon” button at this stage, you would be returned to the
previous screen and the system would not save any of the information that you have added .
A reservation is added as a draft first and then when all information is provided eg Solicitors etc, you can then confirm the reservation clicking the EDIT button on the reservation tab .
Update the details on the reservation form and then click `Confirm Reservation` at the bottom.
You will now see that the status of this plot has now gone from `Draft` to `Confirmed` and you reservation steps have now appeared as previously advised.
At this stage you can carry out the following actions:
View – if you click on the option to “View” a copy of your Reservation form will be shown, this will create a PDF document enabling you to review or print or download a copy to email on.
Page | 42 Cancel – if you choose the option to “Cancel” a Reservation you will be presented with a pop up (below), a Reservation can be cancelled when it has a status of Draft or Confirmed. If you are unable to see this button then talk to your administrator as you do not have permission.
If you click on the red “Cancel ” button, the Reservation will be cancelled. However, you do have the option to Re-activate if required.
Edit – if you click on the option to “Edit” the Reservation, you will be taken to the screen where the original Reservation details were recorded, and you will be able to add and amend details. Once you are happy with the information `Update Reservation`.
Email—This will allow you to email directly from the system. If you choose the option to “Email” you will be taken to the email creation screen where you can choose who the email is to come from, who it is going To, with the option to copy in other recipients, the subject line and the content.
Please note that YOU MUST cancel a reservation before you can reserve it again.
Page | 43 Letter– This will Produce the Letter to be sent to client and solicitors involved in the sale. If you wish for this to be changed you will need to contact Support.
Reservation Key – you will notice that a key will appear at the top of the Contacts Reservation
Sales progression
This provided a separate tab under the reservation screen so that sales person can see on a plot-by-plot basis what needs to be progressed and any notes that are relevant to that progression. If you do not have this available you need to talk to your account manager.
Once you click on this button the screen below will be shown.
Page | 44 Notes
As per the sales progression button there is also a ‘Notes’ button on the reservation screen. This will allow you to add notes regarding any updates/queries regarding that progression.
You will also see that the last update is shown on this screen.
If you do not have this available you need to talk to your account manager.
You will also see from the previous point the notes will pull through to the plot progression screen.
Page | 45 Incentives
This is for clients that have a separate incentives page. We will upload your template and map fields accordingly. These can then be added using the `Incentives` button under your reservation tab.
If you do not have this available you need to talk to your account manager.
Click ‘New Incentive’ and add your details as shown below.
These are then pulled through to your template as per the example below.
Page | 46 You can also click on the `reservation number` at any time on the snapshot screen
This will take you to the Reservation tracker.
You can also click on the triangle to the right to dropdown the filter search. This will allow you to search by;
Status – Completed, Exchange, Confirmed etc.
Purchasers name Date Reservation created from/to
Development Reservation date from/to
Plot Number Status Exchange, complete etc from/to
Purchase Price from/to
If you click on the blue `view` tab to the right this will take you to the PDF version of your reservation form.
Page | 47
Developments
Any development you are assigned to will be listed here.
You will notice a dropdown arrow next to the edit button you can click here and all properties listed will be shown.
If there are any contacts that have reserved, their name is added. You will also find that if you click on their name it will go to their record on the system. (Press CRTL and click on the name if you wish to open in a separate window).
NB: The plot status will change to reserved once the reservation has been confirmed and the contacts status with change to `Purchaser` YES.
As you go through your sales progression the status will also change to Exchanged and Completed.
Page | 48
Duplicated records
If you have a system that has moved from v1 to v2 you may notice that the below screen appears if there are duplicate email addresses in the system.
You can either click ‘Show’ to see the other contact or you can click `Resolve`
If you click `SHOW` a new window will open and it will show you the duplicated record, It will also show you if they are in the `archive` section of your system (if you have this module). You will need to restore them to be able to merge them together. Tick the box to the right and click `restore`
If you click `Resolve` you will have a number of options. Please read these carefully before continuing to resolve the duplication.
Also note that if you press CTRL when clicking on the name in blue it will open in a separate window so that you can switch between multiple contacts.
If you are selecting the option to merge and delete, this can only be done by an admin user.
Page | 49 Alternatively you can select either of the first two options. It will remove the email adress from either the contact displayed or that you have selected.
Page | 50
Search Facility
o Ability to search by reservation date
The reservations section on your contact screen has now been extended to include `Reservation date type`
and dates from/to.
You can now also search other milestone date types.
Followed by the date range
For example you may wish to see all purchasers that are due to be Exchanged between 1st July to 7th July.
This will produce a list of those contacts that you need to advise. For example, an email may need to be sent to them advising of their due date for exchange of contracts.
Page | 51 o Search by date of last interaction
An example of this is that you may wish to see all contacts that have not had an interaction in the last 6 months.
Go to your contact search screen and then the `Interactions` section
If you select Exclude it will give all contacts that have not received an interaction between the dates you have selected.
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• User Guides
o Breakdown of full user guides
You can now find a breakdown of certain actions and how to do them. For example, add a task, send an email etc.
You can access these by clicking on the cog and then selecting `User Guide` from the dropdown.
Here you will see the full user guides at the top of the list if you wish to use them.
These have also been dissected into `How to guides`. By clicking on the guide of your choice, it will appear in the window opposite a step-by-step guide to how to carry out the task in hand, for example `How to add an interaction`.
These can also be printed and downloaded if required.
Page | 53 o Sales progression guide
You will also notice a `Sales progression guide`. This will show you:
How to add a reservation, a second purchaser, cancel a reservation or edit it. It will also show how to use the reservation notes and see an overview of your sales progression. Finally, it will show the reports available.
o Ability to subscribe to updates and enhancements
As we are making enhancements on a regular basis you can be one of the first to be updated by subscribing to our emails. Simply click on the link at the top to do this. You can unsubscribe at any time.
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Key:
Total Number of Tasks Hot, Warm, Normal types of contacts
Access to quick search Primary Contact
Secondary Contact Add to a Group
NOTES:
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Our Partners
Property portals
Fast SMS
PCA
Campaign Monitor
Clixifix
Allows sales leads from your subscribed Property Portals to be pulled into ContactBuilder.
Ability to send text instant or at a scheduled date & Time.
Subscription needed in the form of purchasing credits of which will be linked to your ContactBuilder system.
Enables you to verify the contacts address and ability to autofill the reservation form once validated. Easy to set up. Purchase as many credits as you need.
Track you contacts response to email campaigns sent out from ContactBuilder, who opened, who clicked through. Easy to set up.
Struggling with your Customer Care approach, here's the solution.
clixifix® defect and repair resolution software. Once plot reserved data is sent to Clixifix from ContactBuilder so that you can monitor your Customer Care service.
If you require further help
please contact your internal administrator
