WebContacts
Introduction
The
WebContacts tool is essentially an electronic card file. It is a
terrific way to organize all of your site viewer and customer
information. The more organized you are, the better customer service
you can deliver –
and studies show that success in e-Commerce depends largely on
customer service.
You can
access the WebContacts tool in several ways – from the Tools Manager,
from WebWizard™,
Profiler, WebChannels or ClipOn Commerce™ screens.
Accessing
WebContacts from the Tools Manager
Access the WebContacts tool by
selecting the WebContacts
option in the Tools Manager screen, the header drop-down menus or the
footer links. You will be taken to the WebContacts main page. There
are several options to choose from.
The WebContacts Manager
Add
Contact
This function allows you to add all
kinds of information for your contact: for example, first and last
names, phone and fax numbers, mail and e-mail addresses, and more.
Only the e-mail address field is required. All the fields are
self-explanatory except for the Password
and Channels fields.
-
Password - This
field is optional. If you want to assign a password to a contact,
you can do so here. The point of passwords is to protect certain
parts of your Web site. You can designate certain pages of your site
to be password protected, and only users who have been sent a
password will have access to these pages. However, when you assign
users to a channel once they have filled out a form, you can request
that they be sent an automatically generated password. More
on passwords.
-
Channels -
This will display all the WebChannels that
you have created. Click the checkbox next to the channel that you
want your current contact assigned to.
Edit
Contact
This function takes you to look for
the contact information you wish to view or edit.
-
The Build Your Contact List will
appear. Fill in as many of the text boxes
as you can.
-
Select the channel in which the
user is placed from the drop-down menu.
-
Click Search.
-
A list of all the contacts with
matching information will appear. Click the Edit
link next to the contact you wish to edit.
If you don't know anything about
the contact you are searching for, click Show
All Contacts. This will
display all your contacts. Click the Edit
link next to the contact you wish to edit.
View
All Contacts
This will display all your current
contacts, and includes a link to edit each contact. You can also see
all the contact information for a person by clicking on the e-mail address.
Set
Up Custom Fields
Use this function to customize up
to four user-defined fields. Once a field is labeled, it shows up in
the Edit
Contact Page and the Contact
Detail Page.
In addition, it is accessible within WebWizard when you want to add WebContacts
Fields
to a form.
Export
Contacts
This function
allows you to export your WebContacts database to any contact
management software that accepts CSV and TAB text files.
-
From the
WebContacts Manager, select Export Contacts. This will take you to
the Export Contacts screen.
-
From this
screen, select the specifics of the file you are exporting. This includes:
-
File
type - CSV
Text Files
are comma-separated files; the data entry values are separated by a
comma. TAB
Text Files
are tab-separated files; the data entry values are separated by a tab.
Which
WebContacts to export – Export
All WebContacts is
the default setting and will transfer your entire WebContacts
database. You can select from the drop-down menu the channel whose
contacts you want to export, or you can import all your contacts that
are not yet assigned to any channel.
Which
WebContacts fields to import -
From here you can select the WebContacts database fields that you
wish to export.
-
Click Finish.
The file is now on your personal computer and can be opened with the
compatible software of your choice.
Using
WebContacts from within the WebWizard Editor
Back
to Top
Within the WebWizard™ Editor,
you can create contact fields within a WebProfiler form. Everyone who
fills out this form is automatically submitted to your contact list –
making contact organization even easier.
To add
WebContacts fields to a WebProfiler form:
-
In the WebWizard Editor, select Add
WebProfiler Form from
the Profiler Menu.
WebProfiler
Icon
-
A prompt will appear, asking you to
name your form. Enter a name and click OK.
-
You will be returned to the
WebWizard Editor, where two yellow arrows containing Form and /Form
will be placed on the screen. These are your beginning and end form tags.
-
From the left step click
on Add
WebContacts Fields. The
WebProfiler Channels Editor window will appear.
-
Check each option that you would
like included on your form.
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Click Update.
The WebContacts fields will be added to your form.
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