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Manage Clients

Online Video Tutorials



Indicates a video tutorial link you may click on, watch and learn.

What does "Manage Clients" do?
How do I SEARCH for a Client?
How do I ADD a Client?
How do I EDIT a Client?
How do I DELETE a Client?

How do I IMPORT Clients?
How do I EXPORT Clients?
What does "Job Status" do?
What does "Bounce Manager" do?
What's overlooked, but useful to know?

What is the "Manage Clients" section all about?

Simply, this area allows you to manage your entire database of prospects, clients and affiliates within your shopping cart account. From within this area, you can import, export, search, add, edit and delete any number of individual client records.

Search the database by Name, eMail, State, Autoresponder, Purchase, etc.

Simple Search of your online database of prospects, clients and affiliates ...

Hands-On Video 3:50 SEC

Specific Search by Name, State, eMail, Domain Name, etc.

Hands-On Video 1:13 MIN

Specific Search by Autoresponder ...

Hands-On Video 1:57 MIN

 Specific Search by Product Purchase ...

Hands-On Video 0:34 MIN
Add a new prospect, client and/or affiliate to your online database.
Hands-On Video 1:55 MIN
Edit client records in the database (i.e., correct misspellings, change phone numbers, update eMail addresses, and more ...)
VIDEO COMING SOON!
Delete client records from your database.
VIDEO COMING SOON! 
Import new prospects, clients and affiliates into your online database so you can eMail them your newsletter, eZine, or special offers, etc.
VIDEO COMING SOON!
Export prospects, clients and affiliates out of your online database so you can store backup records of your database offline or simply to print mailing labels, etc.
VIDEO COMING SOON! 


"Job Status," what's that?

Inside the "Job Status" window you can view the history of all your past and present jobs you've scheduled for the system to perform for you, such as:

eMail Broadcasts
Product/Client Database Import Requests
Autoresponder Subscribes
Requests
Client List Export Requests
Inherit Autoresponder Requests
Autoresponder UnSubscribes

Please, bear in mind that a scheduled job should be allowed up to 24 hours to be processed. If contacting our Support Center about any job, please reference the "Schedule ID" in your message. One last note, it may take up to 24 hours for your eMail Broadcast "undeliverable statistics" to appear.

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What does the "Bounce Manager" do?

From the Search form below you will find the option to search by a number of different criteria including: Hard or Soft Bounces, Unknown or Undefined Errors and Spam Rejection. You can use this to narrow down the scope of your search for those who have a bounce history.

Your search can also be narrowed using the Hard-bounce dropdown. This allows you to filter by how many times the particular address has bounced. This way, you can see everyone who has had 3 Hard-bounces in one single report! You can then sort these records further by using the up and down arrow buttons located below each column heading. This will sort the results in ascending or descending order.

To change email addresses in your database that are producing Hard or consistent bounces, simply edit the email address field then click the update button in that column.

You may want to remove eMail addresses from your database that are producing Hard or consistent bounces. To do this you may place a check in the Select box to the right of each record and then click the Delete button to delete all selected records.

Once your "Hard Bounce" count has reached 3 we then mark it as Invalid and will not continue to send mail to that address. Correcting the email address and clicking on the update link will reset the bounce count.

What is often overlooked but would be useful to know?

MANUALLY CLEAN UP YOUR DATABASE PERIODICALLY ...

VIDEO COMING SOON! 

Every now and then, it's a good idea to "clean up your database" online as time goes by. Every other day, or once a week, you might choose to log into your account, click on Manage Clients and perform a Search of the entire database.

This will generate a long list of both new and old prospects, clients and affiliates. Then, starting from the top (i.e., your most recent database entries), you might begin to clean up any uncapitalized names, entries with no names, eMail addresses that don't look real, etc. Now, why do this? Because the next time you communicate with your database, guess how you will address these people? Hello Mr. "all lowercase name." Or, Dear Ms. (no name), .... No, this is not what you want to do and it's certainly not how people want to be addressed when you eMail them. They're expecting you to address them properly. So, to do this, every once in awhile, it's a good idea to log into your account and manually clean it up a bit ...

DOUBLE OPT-IN POLICY WHEN IMPORTING CLIENTS INTO YOUR ACCOUNT

When you IMPORT CLIENTS into your database in any size quantity, our system will automatically eMail them a message that asks them to "Opt-in" confirmation before we'll allow your imported names and eMail addresses to be added to your online database.

Due to the popularity of our eMail broadcasting service and recent changes in Spam legislation, we have been forced to regulate the important of eMail addresses by everyone using the system.

This message we send to your imported list contains a confirmation link that uses a unique closed loop method that will track the confirmation, including the time, date and IP address of the recipient's confirmation.

As each contact responds to this confirmation eMail, they will be added to your online database and available to you for eMailing them your newsletter, announcements and special offers.


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