Article Contents: This video provides a concise overview of the Client Relation Management (CRM) module, focusing on its key features.
Step-By-Step:
Step 1: CRM Groups: Explains two types of groups - system-generated (based on course classifications) and custom groups for targeted communication and marketing.
Step 2:Integration with Club Caddie Marketing: Highlights the CRM's ability to segment databases for efficient communication and its integration for email campaigns.
Step 3:Group Management: Demonstrates how to create, edit, and manage groups, such as adding or removing members, and renaming groups for organizational purposes.
Step 4:Communication Tools: Discusses functionalities for downloading group lists, sending direct emails or texts, and using these tools for timely notifications.
Step 5: Email Campaigns and MailChimp Integration: Covers the creation of email campaigns within the CRM and the integration with MailChimp for seamless data synchronization and campaign management.
Article Contents: This article gives step-by-step instructions on how to create and manage Groups. Step-By-Step: Step 1: Select the CUSTOMERS module from the module navigation menu. Step 2: Click CRM from the left row of the window. Step 3: To ...
Article Contents: This portion summarizes how to Manage Groups and Add Customers to a Group. Step-By-Step: Step 1: Click on the CUSTOMERS Tab (1) from the header of the window. Click on CRM (2) from the left row of the window, then select Manage ...
Article Contents: - This article summarizes how to add a new customer from Tee Sheet, Register, and Customer Tab. Step- By- Step:- A: -Adding a new customer through Tee-Sheet. Step 1:- Click on the "Tee Sheet' Tab from the header of the window. Step ...
Article Contents:This article summarizes how to create a new Email Campaign. Step-By-Step: Step 1: Click on the Customer tab (1) from the header of the window. Select CRM (2) from the left row of the window, then select Create Email Campaign tab (3). ...