BigContacts Product News

Customize Email/ Letter Templates with Web Based CRM

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With BigContacts, you have always been able create custom Email and Letter Templates that would merge standard (core) contact information into the body of either template type.

We have recently expanded this customization to include custom fields. You can now merge data from any custom field that you have created in our system.  This new feature allows you to deliver a look of even greater personalization as you communicate with your clients and prospects, thus enhancing the overall value of the conversation you are creating with these templates.

Here is a view of where you will find the Email and Letter Template section within our system.  We provide tips and techniques for you within each section.

Any custom data field may be used by encasing it in {{ and }}. For example, if your custom field were 'Article Published', you would enter {{Article Published}} . Make sure to enter it exactly as you have it in the system, including any spacing and capitals. 

Don't let automated emails and letters make your company look canned and impersonal.  Create the custom fields that you need in BigContacts to track key information for your business. Then deliver this information automatically and effortlessly through these templates.

For more information on how to use this new feature or any other aspect of BigContacts, please feel free to join us for one of our live daily webinars. 

These are 30 minute webinars hosted by one of our CRM Specialists.  The lines are open for your questions.  Not only will you get the answers you are looking for, but you will see how it is done within our system right there on your computer screen!

Automate Multiple Marketing Campaigns with BigContacts

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BigContacts has always offered a rather unique feature we call Autopilot.

BigContacts Autopilot allows you to automate email marketing within your business. It's like having an assistant that works for FREE that is delivering your message to clients and prospects for you. You simply tell our system what you want to say and when as you move prospects or clients through the sales process and BigContacts does the rest. BigContacts Autopilot is a FREE service and there is no limit to the emails you can send.

Autopilot allows you to begin and maintain several drip marketing campaigns for clients and prospects.  One way that we see customers initiate these drip marketing campaigns is through the use of a "web form" on their website. 

A prospect comes to your site and fills out this form to request information or start a free trial of your product and BigContacts not only loads the contact information, it can also initiate an automated email drip marketing campaign complete with a time-line and associated tasks that get assigned to team members along the way.

BigContacts now supports multiple web forms

In the past you could only have one web form and automatically initiate one email drip marketing campaign from this single web form.  Now you can create as many web forms as you wish within BigContacts and each of these web forms can initiate their own unique email drip marketing campaign - giving you much greater flexibility on how you can create a series of automated campaigns.

Initiate multiple email drip marketing campaigns from one web form

Lets say you only have the need for one web form, BUT you do allow your prospects to select from several options on this web form. (FREE Trial, newsletter, Brochure) or say they can request information on any of a number of products you offer (Product A, Product B, Product C, etc).

BigContacts now allows you to initiate any one of a number of different drip marketing campaigns from that single web form depending on what that person selects. With this new feature, you can automatically generate and monitor as many campaigns as you need to manage the marketing efforts of your business.  The best part of all is that this is a FREE service that is included as part of your paid subscription with BigContacts.

For more information on how to use our web forms, please feel free to view our Web forms feature video, or email us directly at support@bigcontacts.com