Contacts Description:
The very first step for anyone to begin using GPS is to build a Contact Base. Without contacts, we cannot use any other part of the system! GPS makes building a contact base quite simple to do! Below will be two different methods for getting your contacts into the system. If you have been gathering contacts via pen and paper, this might be the preferred option for you. All you need for these contacts are a first and last name, phone number, and email address.
If you have a digital list of contacts, you are in luck! Take the excel sheet or download option from another platform and convert it to a CSV formatted spreadsheet, it can be imported into the system. Do note that it MUST BE A SPREADSHEET FILED AS A CSV! The system will not accept word documents, text documents, or .xlsx files. This might sound complicated, but we assure you it is not.
You might be wondering how to upload information that is specific to your organization. You can create custom fields for this information prior to uploading or entering in contacts. There are several different formats of fields you can create to fit the information you would like to input.
Another aspect to keep in mind when uploading contacts into your organization are tags. Tags are used as identifiers within the system. Some examples of tags might be Donor, board member, Staff member or even Sponsorship Levels. These can help organize contacts and show what role they play for your business. Tags can also aid you with automation.
Contacts How to Links:
How To Add & Delete A Tag In Main Contact Details Screen
How to Add/Edit/Delete a Single Contact
How to Turn on DND in the Main Contact Details Screen
Forms & Templates Description:
You were probably wondering how to gather new contacts once you have uploaded your pre-existing contacts? Now gathering contacts is simple and requires limited work on your end! We have already sent you, your own personalized QR code that is attached to a digital Form that asks for a contact's first and last name, cell phone number, email, and date of birth. What you do with this QR code is entirely up to you. You can put the form on your website/social media, make flyers with the QR code on them, or place the QR code on a receipt. We encourage you to get creative with your form/QR code!
Templates can make your life much easier. Nobody wants to have to create the same message repeatedly, it's just tedious. Templates allow you to create an SMS or Email message that is saved and can be inserted into an SMS or Email when sending to a contact directly, or placed into a sequence.
Forms & Templates How to Links:
Form Submitted as a Condition in Rules
How to Create an Email Template
How to Find & Share Your Form Link
Overview of Forms & Templates Module
Communication Panel Description:
You probably have your pre-existing contacts in MAPS and are set up to receive more contacts with a QR code. You can now begin reaching out to your contacts via the Communication Panel. You can text, email, or even call contacts in your organization. Within the Communication Panel, you can edit contact information such as the name, phone number, and email of the contact, add contacts into pipelines and sequences and set appointments. The Communication Panel functions as the central hub for all communication in your organization.
Communication Panel How to Links:
Sending Text or Email via Communication Panel
How to Use the Communication Panel
How to Make a Call via the Communication Panel
Setting a Contact to DND via Communication Panel
Adding a Tag via Communication Panel