Snapshot by Swiftpage Help

Swiftpage for ACT! is an integrated email marketing and sales force automation
solution. By being integrated, Swiftpage allows a user to send directly from ACT!
to any contact, group, look up or company and writes each action back into history
for future reference. Swiftpage’s Sales force automation component is called
Snapshot and helps the sales person know who to send email to, know who to
call based on the recipients interaction with the email campaign and know what
to talk about once they have them on the phone.

Panes: The Snapshot tab is broken up into different “panes” for ease of use. All of the panes contain different functionality, and are described in detail below.

Swiftpage Call List

Call List Dashboard button: The Call List Dashboard is a webpage that allows you to access any Call Lists you have already created, or create a new Call List. If this is your first time using the Call List, click here to create a new Call List from your email campaigns.

Online Call List button: Links out to the Call List you are currently synced to.

Sync to Online Call List button: Once you have created a Call List online, click this button to “sync” to that Call List and bring the open & click scores into Snapshot for ACT!.

Group button: With Snapshot you have the ability to create an ACT! Group from any of the Swiftpage Call Lists you have created. Just click the Group button and select whether you would like to create a group of all the contacts in the Call List, only the contacts in the Call List with an Action, or only the contacts in the Call List that DO NOT have an Action. You also have the option of saving any existing Actions into your ACT! History. If you are giving your recipients Actions online, then you will be able to download these Actions into your ACT! History.

If you sync to a Call List that you did not create, a pop up box explaining that this contact was not emailed from your database will appear. You have the choice to look this contact up in ACT! & if they are not found in your database they can be added to it. This will also happen if the email campaign that the Call List was created from was not sent from the current database. Sending from other databases includes sends from Microsoft Outlook or Microsoft Excel, or any other Swiftpage Plug-in other than the ACT! plugin.

Options button: Gives you the option to know if you are not the Record Manger of a contact and to look up automatically every time you scroll to a contact that was not sent to from your database.

The “Edit” button allows you to create a new or edit an existing Action for Each contact. These Actions are automatically recorded on the Swiftpage server, and can be stored in your ACT! History.

After you select an action from the drop down menu, you have the option of saving to into History, and Scheduling an Activity for that contact.

“Skip Actions” Checkbox
The “Skip Actions” checkbox allows you to skip your ACT! Call List contacts that have been given an “Action”. This allows you to easily follow up with the contacts in your call list that you have not yet followed up with. Select the “Skip Actions” checkbox if you wish to scroll through your call list without seeing the contacts you have already followed up with.

Demo: The first time you sync to the online Call List, it will sync to a demo Call List called “SampleSwiftpageCallList”. Each time this Call List is synced to you will receive a pop-up notification asking you to view a demo. If you wish to View a demonstration of how to use the Call List please click the “Demo” button.

Summary

Swiftpage summarizes standard ACT! features to give you quick access to important contact information.

Next ACT! Activity: Here you are able to view the Next Activity you have planned for that contact. You are also able to create a New Activity by clicking the “New” button, or edit a current activity by clicking the “Edit” button.

Last History: Here you are able to view the last ACT! history recorded for that contact. You are also able to create a new history by clicking the “New” button, or edit the last history by clicking the “Edit” button.

Last Note: Here you are able to view the last ACT! Note recorded for that contact. You are also able to create new Notes by clicking the “New” button, or edit the last note by clicking the “Edit” button.

Opportunity: Here you are able to view the Opportunities for that contact. You are also able to create new opportunities by clicking the “New” button, or edit a current opportunity by clicking the “Edit” button.

Coach: The coach button takes you out to the World Wide Web to view coaching tips for your sales team from sales coaching professionals. Depending on your Opportunity Stage, you may be able to find very relevant information to increase the chances of closing a sale.

Rank & Fields

Contact Rank: Contact Rank provides another searchable ACT! field that allows you to Rank your contact based upon any factor you choose. Just “drag and drop” the slider bar, or use the plus/minus buttons to give your contact your personal score.

Fields (Change Field button): Fields allow you to view any ACT! field in your database. Click the “Change Field button” and select the field that you wish to view.

Edit button
The Edit button allows you to edit the data in the selected ACT! field.

Look Up button
The Look Up button allows you to do an ACT! contact look up based on the field you have selected.

Who Is

Search: The search button allows you to search the world wide web for your Call List contact.

The first 2 boxes in the Who Is Search hold the contacts Name and Company.

The text in these 2 boxes is passed through to each search engine on each search. Narrow Search passes both the Name (first box) and the Company (second box) of the contact. Broad Search passes either the Name or the Company depending on which search is being performed.

Person Search: searches Google, Yahoo!, MSN Live, and Snap for the contacts name and/or company depending on Narrow or Broader Search.

Image Search: searches Google Images, Flickr, Yahoo! Images and MSN Live Images for the contacts name and/or company depending on Narrow or Broad Search.

Blog Search: searches Technorati, Google Blogs and Bloglines for the contacts name and/or company depending on Narrow or Broad Search.

Podcast Search: searches Pluggd.com and everyzing.com for the contacts name and/or company depending on Narrow or Broad Search.

Video Search: searches youtube.com, Yahoo! videos, AOL videos and Google videos for the contacts name and/or company depending on Narrow or Broad Search.

Company Search: searches Google, Yahoo!, MSN Live, Snap and Zoom for the contacts company.

Map: searches Google maps, Maps.Live, Mapquest, and Yahoo! Maps for the contacts address.

All: Searches 1 search engine from each category (Person, Image, Blog, Podcast, Video, Company, and Map search).

Person, Image, Company Search: searches for the person, and image of the person, and the company.

Edit: The Edit button located in the Who Is page allows you to add and edit images, links, and text. The Image, Links, and Text buttons will not be active until they are populated with information.

Swiftpage Email History

1 of “total”: By clicking on the “total” link, you will be able to see how many Swiftpage emails you have sent your contacts. If it has been less than 60 days since you sent the email, the email you sent is available to view. To view the email, click the “View” link near the bottom of the pane.

The rest of the fields in Swiftpage Email history give you information about the specific email you sent. You can view the Subject, the template name, how many times it was opened, how many times they clicked on a link within the email and the Result.

Reports
The reports button gives you direct access to your Swiftpage reports. Click the reports button to see all of your Open, Click, Opt-Out, and bounce data for your email campaigns. Swiftpage reports will help you understand how your email recipients are reacting to your email campaigns.

Note: Opens, Clicks and Results that are viewed in Swiftpage Email History are data scores that can be downloaded via the “Get Results” button in the Swiftpage E. These data scores are updated nightly and can be downloaded daily. Please note that the Swiftpage Call List can be updated as often as you choose, where as “Get Results” scores are updated only once per day. Due to the Real-Time feature of the Call List, your Call List and Swiftpage Email History may not show the same number of email opens and clicks.

Snapshot Toolbox

Links: The Snapshot Toolbox contains 5 web links. You can customize all of the links by clicking on the Add Tools button. The Snapshot toolbox is designed to give you access to your best sales tools; just 1 click away.

Add Tools: The Add Tools button takes you to a webpage where you are able to select from 17 Sales Tools, and you are able to create your own custom tools to sync into ACT!. In the left window on the webpage, select which Sales Tools you would like to use by selecting the check box to the left. You may only select 5 tools to submit. Click the Submit button near the bottom of the window. Close the browser. Back in ACT!, the “Add Tools” button has changed to say “Sync Tools”. Press the Sync Tools button to update your Snapshot Toolbox links.

Creating Custom Tools: To create custom tools, from ACT click on the “Add Tools” button to launch a web browser. Once at the website go to the custom tools page by clicking the link in the bottom right corner. In the entry boxes enter a name for you new link and a valid URL. Click the submit button. Go to the left window and select the custom tool you just created. Click submit, then go back to ACT! and click “Sync Tools”. Your new custom tool should be available.