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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
  

• Using WebContacts Within the WebWizard Editor

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.

1. The Build Your Contact List will appear. Fill in as many of the text boxes as you can.

2. Select the channel in which the user is placed from the drop-down menu.

3. Click Search.

4. 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.

1. From the WebContacts Manager, select Export Contacts. This will take you to the Export Contacts screen.

2. 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.

3. 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

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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:

1. In the WebWizard Editor, select Add WebProfiler Form from the Profiler Menu.
   
   
   

   WebProfiler Icon

2. A prompt will appear, asking you to name your form. Enter a name and click OK.

3. 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.

4. From the left step click on Add WebContacts Fields. The WebProfiler Channels Editor window will appear.

5. Check each option that you would like included on your form.

6. Click Update. The WebContacts fields will be added to your form.