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A G E N D A
I. Contact Import
II. Contact Records
III. Email Builders
IV. Journey Flow
V. Website Manager
VI. Q & A
Time for a Poll!
1. Contacts > Import
2. Formatting Spreadsheet
3. Integrations
HOW TO IMPORT CONTACTS
C O N T A C T R E C O R D S
1. Data fields
2. Visibility
3. CRM/Activities tab
1. EasyBuilder
2. Full builder
B U I L D I N G
E M A I L S
J O U R N E Y F L O W
W E B S I T E M A N A G E R
1. General Settings
2. Landing Page Builder
3. Tracking Code
A N O T H E R P O L L
Q U E S T I O N S ? !
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Your First Time in GreenRope

  • 1. Y O U R F I R S T T I M E I N G R E E N R O P E P R E S E N T E D B Y A U S T I N W I L L M S , S A L E S R E P R E S E N T A T I V E A U S T I N @ G R E E N R O P E . C O M
  • 2. A G E N D A I. Contact Import II. Contact Records III. Email Builders IV. Journey Flow V. Website Manager VI. Q & A
  • 3. Time for a Poll!
  • 4. 1. Contacts > Import 2. Formatting Spreadsheet 3. Integrations HOW TO IMPORT CONTACTS
  • 5. C O N T A C T R E C O R D S 1. Data fields 2. Visibility 3. CRM/Activities tab
  • 6. 1. EasyBuilder 2. Full builder B U I L D I N G E M A I L S
  • 7. J O U R N E Y F L O W
  • 8. W E B S I T E M A N A G E R 1. General Settings 2. Landing Page Builder 3. Tracking Code
  • 9. A N O T H E R P O L L
  • 10. Q U E S T I O N S ? !
  • 11. T H A N K Y O U F O R L I S T E N I N G A N D E N G A G I N G P R E S E N T E R N A M E : A U S T I N @ G R E E N R O P E . C O M O U R S U P P O R T T E A M : S U P P O R T @ G R E E N R O P E . C O M

Editor's Notes

  1. What about tracking customer issues? Transparency?
  2. You can do this after the fact, but when you have some time, can you add in a few bullets for each of these?
  3. Same as last slide