With Repfabric, Sales Reps who are out in the field making sales calls can set up Call Planner campaigns: reaching out to clients and customers to set up potential sales meetings for specific dates.
You can access the Call Planner feature via the Online Instance or the Mobile App (Scroll down for Mobile App).
ONLINE INSTANCE – TWO OPTIONS
OPTION 1: To Create the Planner Campaign
1. Click the Four-line Global Menu button.
2. Select “Planner.”
3. Click the “New” button to create a new planner campaign.
4 & 4a. Click the Magnifying Glass to choose the customer you want to create the planner campaign for.
5. Select the Plan Date (the date you are planning on being in your customer’s area and would like to visit).
6. Description: Add a description for the planner campaign.
7. Click the green “Save” button.
OPTION 2 – Using the Online Map
Using the Online Map, select the company and click the “Add Planner” button. Follow Steps 4 through 7 above!
To Invite Contacts to Your Planner Campaign
1. Once you save the planner campaign, the “Contacts” tab will appear. Click on the “Contacts” tab.
2. To select the contacts in Repfabric you would like to email, click “add.” (Don’t worry if you see “No records found.” You are about to find them!)
3. When the contacts appear, click the contacts you would like to reach out to as part of your planner campaign.
4. Click “Add.” The contacts will populate into the Edit Planner Detail Contacts Tab.
5a. If you want to send the same email blast to all the contacts you have selected, click “Invite.” Please proceed to the section entitled “Creating Your Email Blast to All Selected Contacts” to continue.
5b. If you would like to send individually created emails to one contact at a time, click the blue email icon on the appropriate line of the contact. Please proceed to the section entitled “Creating Individual Emails to Select Contacts” to continue.
Creating Your Email Blast to All Selected Contacts (from 5a)
Clicking “Invite” from Step 5a above will open the Send Email field. Here is where you will create your email blast to all the contacts you selected. You may create the email any way you would like. Here’s an example:
You may also click “Insert Data Tags” to select a data item to be substituted for the tag.
Once you have completed your email, click “Send.” Once you email has been sent, the status will change from “Planned” to “Invited.” From there you can manually update the status to “Confirmed” or “Denied” when you receive a response (please note this change does not happen automagically).
You can also access the Call Planner Feature via the nearby map on the Mobile App (it’s also in the three-dot global menu, however, the map works best):
- Using your Nearby Map, find the company and click on the dot for that company. That will open the company info “bubble.” Click “Add Planner.”
2. The company will populate in the Company field. The Date can be set using the calendar icon. Enter in the Description with your keyboard or voice-to-text.
3. Click the Save Icon (Floppy Disk) to reveal the “Contacts” tab. Click “Add” to add contacts from that company and “Add Contacts” to confirm.
4. You can edit your email using the “Invite” button (You can also use data tags). Clicking “Send” and then the Save Button will send out the email (Example included below).
5. As with online, the status will update to “Invited.” You can manually change the status to “Confirmed” or “Declined” based on the response you receive (Again, this does not happen automagically).
