It’s September and back-to-school fever has hit the On-Boarding desk hard as my calendar is being flooded with appointments. It just seems natural as the kids are heading back to school that the rest of us decide to buckle down and take the time to really get organized.
Our On-Boarding program gives me the opportunity to talk with customers, listen to their needs and do a fair amount of problem-solving. I’ve been helping customers for over two years now and I find there are a few tips that I’m always giving out to those who are just getting started with BatchBook. I thought I’d share them here to make it easier for other new customers to start using BatchBook.
1) Download the Import Template. Importing is probably the first step you will take when setting up your new BatchBook account. We provide a BatchBook Import Template to help make this process as easy as possible. You’ll find the Import Template in the right-hand column of your Contacts tab page within BatchBook. Simply download the template to your desktop, fill it in and import away.
If you need to import data that does not fit under our template headers, you can do that, too. First, create custom fields (or as we call them, SuperTags) for your specific information. Once your SuperTags are created, download the template. You’ll now see columns for your SuperTag data. View a screencast. (Note that if you have created a multiple choice field type for your SuperTag, the data you are importing has to be an exact match or you will get an error. See more detailed template instructions here.)
2) Take a tour of our SuperTag Library. BatchBook is all about customization, but where do you start when thinking about creating your own, unique SuperTags? Answer: the SuperTag library on the Tags & SuperTags tab! We’ve also compiled some industry specific examples for you (Marketing, Real Estate, Design, Social Media) Give them a look; perhaps you can use them or maybe they will inspire you to create some of your own. You can edit or delete your tags or SuperTags at any time on your Tags & SuperTags tab.
3) Think about the reports you will want to create from your contacts. Another tip I like to give people is to think about the reports they will want to generate and to create their SuperTags based on that. It’s easy to create a quick report based on the data in your SuperTags. Want to know how many customer’s in the month of August took their summer vacations by car? No problem; done!
4) Use our support resources. We make it our mission to provide you with a high level of customer support and have included a great deal of helpful information on our website. Be sure to check out our screencasts.
We also provide free bi-weekly webinars on getting started with BatchBook. Something I always tell folks is to be sure to check out our Forums. We have an active, super-smart community of BatchBook users who are always happy to help out, give tips, or talk about how they are using BatchBook. I learn a lot by reading the Forum posts; I’m sure you’ll find them helpful as well.
5) Learn more about our integration partners. BatchBook integrates with other applications in an effort to make your life easier. Take the time to learn more about any of our partners to take your BatchBook up a notch.
For more tips on organizing your data, our president Pamela O’Hara has written a helpful Blue Paper called Managing Your Contacts: The Business of Personal Relationships. Feel free to download it, share with your team and send us your feedback.
While most back-to-school talk these days revolves around first day jitters and uncomfortable new school shoes, I’m hoping that my back-to-BatchBook tips make the idea of contact management less scary and will even help you get an “A” in organization!