MLM Network Marketing Helper. User guide

Transcription

1 MLM Network Marketing Helper User guide

2 Table of Contents MLM Network Marketing Helper...3 Main window... 4 Configuration menu... 6 Options menu... 7? menu...8 Contact list... 9 Add/edit contacts Add/edit contacts - Other informations tab Contact list - Other info. tab Contact list - Reminders tab Add/edit reminder Reminder done...23 Select reminder(s) template...24 Select reminder(s) Contact list - Send tab Pre-created s...30 Add/edit pre-created s Reminders Add/edit reminders Reminder templates...39 Add/edit reminder templates Tree view mode (downline) "Ready to send" s "Ready to do" reminders Personalize Printable reports Contact information report...55 Reminders to do report How to configure my ing client? Network Edition Setup... 58

3 MLM Network Marketing Helper MLM Network Marketing Helper allows you to boost your efficiency in your network marketing business by helping you keep good relations with your prospects and affiliates. Here are some benefits you will get from this software: Never ever forget any information about your prospects and affiliates helping you maintain excellent relationships with them. Save a lot of time with an ing system created exclusively for MLM businesses. Maintain good relationships with your prospects and affiliates with an automatic reminder system that will never let you forget any planned contact with them. Keep the highest level of motivation

4 Main window Main window Add/edit contacts Go to "Contact list" windows Tree view mode Go to "Tree view mode" windows List of ready-to-send s Go to "List of ready-to-send s" windows List of reminders Go to "List of reminders" windows Configuration menu Configuration menu Options menu Options menu? menu? menu

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6 Configuration menu Add/edit contacts Allow access to the "Contact list" window Add/edit pre-created messages Allow access to the "Pre-created s" window Add/edit reminders Allow access to the "Reminders" window Add/edit reminder templates Allow access to the "Reminder templates" window

7 Options menu Personalize Allow access to the "Personalize" window Backup database Backuping the database Use this menu to select the path and file name of the database backup copy you want to create. The copy will be saved with the ".gbk" extension. Restoring a database To restore the database you just have to replace the file "MLM_DATA.FDB" in the application directory (most of the time "C:\Program files\mlm Network Marketing Helper\") by one of the existing backup file (.gbk) and rename it that way : "MLM_DATA.FDB". MLM Network Marketing Helper must be closed to perform this operation.

8 ? menu Help Allow access to the online help files Report a bug Give you access to our online contact form to help us improve our products by reporting a bug or making suggestions. About MLM Network Marketing Helper Classic about window. Allow you to register and re-register your product if you're doing an upgrade.

9 Contact list This window allows you to create and manage any information about your contacts. To edit fields on this page, click on the "Edit" button at the bottom of the page or double click in the field you want to edit. Contacts list This is the list of every contact recorded in the system. The level of the contact is shown in the first column. You can create different type of contact : Downline (white), Upline (green), Lead (blue), and Others (yellow). The list can be sorted by clicking on the column header. Show "Prospects" Check this box if you want the "Prospect" type of contact to be shown in the list. Show "Downline"

10 Check this box if you want the "Downline" type of contact to be shown in the list. Show deactivated contacts Check this box if you want the "Deactivated" type of contact to be shown in the list. Quick search Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed. Show "Upline" Check this box if you want the "Upline" type of contact to be shown in the list. Show "Others" Check this box if you want the "Others" type of contact to be shown in the list. Add button To add new contacts with the "Add/edit contacts" window. Delete button Delete the selected contact(s). Deactivate button This button allow you to deactivate the selected contact(s). Deactivating a contact will allow you to show him or not in the list (by checking or not the "Show deactivated contacts" checkbox). Edit button Edit the selected contact with the "Add/edit contacts" window.

11 Printing contact(s) info This section allows you to print the selected contact(s) information. See the "Contact information report" section for more details. Print the pictures checkbox Allow you to determine if you want or not the contact(s) pictures to be print in the report. Exit button Close this window. Other info tab Show the "Other info." tab. Reminders tab Show the "Reminders" tab. Send tab Show the "Send " tab. General info. tab This tab contains general information about the selected contact. To get more details about the different fields, see the "Add/edit contacts" window.

12 Add/edit contacts This window allows you to edit any information about a contact while creating a new one or editing an existing one. Contact section This section allows you to edit the name and the birth date of the contact. Partner section This section allows you to edit the name and the birth date of the contact's partner. Contact informations section

13 This section allows you to edit any contacting information of the contact. This contacting information include : Address City Province/State Country Postal code Various phone numbers Fax Sponsoring informations section This section allows you to edit any sponsoring information of the contact. Contact type : The type of the contact can be "Downline", "Upline", "Lead" or "Others" He joined on : This field is used for downline type of contacts. It shows the date he started his business. Username : This field is used with certain type of MLM online business like "Global Domains International (GDI)" Level : Shows the level of the contact (when the contact is a downline..) Sponsor : Allow you to select the current sponsor of the contact. If you are the sponsor, select "I am his sponsor". Save button Click here to save the new record or modifications to an existing one. Cancel button Cancel the add or edit.

14 Other informations tab Let show the "Other informations" tab.

15 Add/edit contacts - Other informations tab Family situation This field let you enter information about the family situation of the contact. Edit picture This field allows you to edit the path and name of the picture file. The "..." button allows you to open a browser and select a file. Employ. situation This field let you enter information about the employment situation of the contact. General notes This field let you enter general notes about the contact.

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17 Contact list - Other info. tab This tab contains "Other information" about the selected contact. To edit these fields, click on the "Edit" button at the bottom of the page or double click in the field you want to edit. Family situation Information about the family situation of the contact. Employment situation Information about the employment situation of the contact. General notes General notes about the contact.

18 Contact list - Reminders tab This tab contains the list of reminders for the selected contact. You can modify this list by adding, deleting and editing reminders or groups of reminders. List of reminders This is the list of reminders for the selected contact. Reminders in red indicate that it is due (according to the "Next due date" column). You can double click on the list to open the "Add/edit reminders" window. Add reminder(s) To add reminders to the list with the "Select reminder(s)" window. Delete the selected reminder(s) To delete the selected reminder(s) from the list.

19 Edit the selected reminder(s) Edit the selected reminder with the "Add/edit reminders" window. Reminder(s) done Use this button to indicate that the selected reminder(s) is(are) done. When you click on this button you get to this window where you can select the date when the selected reminder(s) was done. Add a reminder template This button allows you to select a group of pre-created reminders to add to the list of reminders of the selected contact. It opens the "Select reminder(s) template" window (see the "Reminder templates" window for more details about groups of reminders)

20 Add/edit reminder This window allows you to edit information about a reminder while creating a new one or editing an existing one. Send an button Select this option for a reminder to send an (not a pre-created ..). You can write the description of the to send in the text box below. Send a pre-created button Select this option for a reminder to send a pre-created . (See the "Pre-created s" window for more details about pre-created s) Other button Select this option for a reminder to any other action. You can write the description of the action in the text box below.

21 Phone call button Select this option for a reminder to give a phone call. You can write the description of the phone call in the text box below. One time button Select this option if you want to be reminded only one time (for example : 3 days after assignation of the reminder). The reminder will be deleted after being done. This option is useful when creating a sequence of (with the reminder templates) to send to a leads or a new affiliates for example. Drop down <TODO> Insert description text here... And don't forget to add keyword for this topic Weekly button Select this option if you want to be reminded on a weekly basis. You can select a week day from monday to sunday. Monthly button Select this option if you want to be reminded on a monthly basis. You can select a number from 1 to 31. Save button Click here to save the new record or modifications to an existing one. Every : button Select this option if you want to be reminded perdiodically (every 2 weeks for an example..). You can select a number and a time basis (day, week, month, year).

22 Cancel button Cancel the add or edit. Next due date This control allows you to manually select the next due date for the reminder.

23 Reminder done Select the date Select the date when the selected reminder(s) was done. Save button Click here to save the new record or modifications to an existing one. Cancel button Cancel the add or edit.

24 Select reminder(s) template This window allows you to select one or many reminder(s) template (groups of reminders..). List of recorded templates

25 The list of recorded templates. Quick search Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed. OK button Click here to validate your choice. You can select one or many templates. Cancel button Click here to cancel your action.

26 Select reminder(s) The list of all recorded reminders. List of recorded reminders <TODO> Insert description text here... And don't forget to add keyword for this topic

27 Quick search Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed. OK button Click here to validate your choice. You can select one or many reminders. Cancel button Click here to cancel your action.

28 Contact list - Send tab This tab contains the list of all existing pre-created s. This section allows you to send pre-created s to one or more contact at the same time. You just have to select every contact to whom you want to send an and then select the you want to send in the "Master list of pre-created s". Click on the button "Send the selected to..." on the bottom of the tab and your default ing client will open with the ready to send. ("microsoft outlook", "outlook express" and "windows live mail" client are supported and must be properly configured. See the topic "How to configure my ing client?" for more details.) List of all pre-created s This list contains all pre-created s. It is not in relation with the selected contact. BCC mode

29 Check this box if you want to send your in BCC mode (blind carbon copy mode). Send the selected button Click on this button when you're ready to send the . Your default ing client will open with the ready to send. ("microsoft outlook", "outlook express" and "windows live mail" client are supported and must be properly configured. See the topic "How to configure my ing client?" for more details.) Create a new pre-created button To add a pre-created to the list with the "Add/edit pre-created s" window. Delete the selected pre-created (s) button To delete the selected pre-created from the system. Edit the selected pre-created (s) button Edit the selected pre-created with the "Add/edit pre-created s" window.

30 Pre-created s This window allows you to create pre-created s that you will be able to send to your contacts. These precreated s can be send through the "Contact list - Send tab" window or they can be assign to reminders as you can see in the "Add/edit reminders" window. List of pre-created s This list contains all pre-created s in the system. Quick search Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed.

31 Add button To add a new pre-created s with the "Add/edit pre-created s" window. Delete button Delete the selected pre-created (s). Edit button Edit the selected pre-created with the "Add/edit pre-created s" window. Exit button Close this window.

32 Add/edit pre-created s This window allows you to edit information about a pre-created s while creating a new one or editing an existing one. Description A description of the . It's only for identification purposes. This will not appear in the . Subject The subject of the . This will appear in the subject area of the . Body The body of the . You must enter the path and name of a text file containing the text you want to appear in the body of your pre-created . You can use the "..." button to browse and select a file. Attached files The attached files. You can enter the path and name of up to 5 file to attach to the pre-created . You can use the "..." button to browse and select a file.

33 Save button Click here to save the new record or modifications to an existing one. Cancel button Cancel the add or edit.

34 Reminders This window allows you to create reminders. You will then be able to assign those reminders to your contacts. This will remind you to perform various actions. See the "Contact list - Reminders tab" for more details on how to assign reminders to your contacts. List of reminders This list contains all reminders in the system. The first column show you which action should be reminded and the second column show you when you should be reminded to perform this action.

35 Add button To add a new reminders with the "Add/edit reminder" window. Delete button Delete the selected reminder(s). Edit button Edit the selected reminder with the "Add/edit reminder" window. Exit button Close this window.

36 Add/edit reminders This window allows you to edit information about a reminder while creating a new one or editing an existing one. Send an button Select this option for a reminder to send an (not a pre-created ..). You can write the description of the to send in the text box below. Send a pre-created button Select this option for a reminder to send a pre-created . (See the "Pre-created s" window for more details about pre-created s) Other button Select this option for a reminder to any other action. You can write the description of the action in the text box below.

37 Phone call button Select this option for a reminder to give a phone call. You can write the description of the phone call in the text box below. One time button Select this option if you want to be reminded only one time (for example : 3 days after assignation of the reminder). The reminder will be deleted after being done. This option is useful when creating a sequence of (with the reminder templates) to send to a leads or a new affiliates for example. Drop down <TODO> Insert description text here... And don't forget to add keyword for this topic Weekly button Select this option if you want to be reminded on a weekly basis. You can select a week day from monday to sunday. Monthly button Select this option if you want to be reminded on a monthly basis. You can select a number from 1 to 31. Save button Click here to save the new record or modifications to an existing one. Every : button Select this option if you want to be reminded perdiodically (every 2 weeks for an example..). You can select a number and a time basis (day, week, month, year). Cancel button

38 Cancel the add or edit.

39 Reminder templates You can create groups (or templates) of reminders to assign to your contacts. These groups will be created once and will always remain in the system. Once they're created you can use them in the "Contact list - Reminders tab" and easily assign these groups to your contacts. Just create a template with the button "Add" and then assign every reminders you want to be a part of this template. To do so, use the button "Add a reminder" to select reminders that has been previously created. List of templates This is the list of all templates created in the system. List of reminders

40 This is the list of reminders for the selected template. Add button To add a new templates with the "Add/edit reminder templates" window. Custom control <TODO> Insert description text here... And don't forget to add keyword for this topic Delete button Delete the selected template(s). Edit button Edit the selected template with the "Add/edit reminder templates" window. Add a reminder button Add a reminder to the selected templatewith the "Select reminder(s)" window. Delete reminder(s) button To delete reminder(s) from the selected template.

41 Exit button Close this window.

42 Add/edit reminder templates This window allows you to edit any information about a reminder template while creating a new one or editing an existing one. Code A few letters describing the template. Save button Click here to save the new record or modifications to an existing one. Description A few words describing the template. Note Anything you need to know about this template... Cancel button

43 Cancel the add or edit.

44 Tree view mode (downline) This window allows you to see your downline as a tree view. Details This section shows general information about the selected contact.

45 Tree view A classic tree view of your downline. Show info button This button allows you to show the selected contact in the "Contact list" windows. Exit button Close this window.

46 "Ready to send" s This window allows you to see and send all s that are ready to send (according to the reminders that have been set). The left list shows all of your contacts and the right list shows s that are ready to send for every selected contacts. List of contacts This is the list of all contacts created in the system. List of ready-to-send s

47 This is the list of ready-to-send s for the every selected contact(s). Quick search Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed. BCC mode Check this box if you want to send your in BCC mode (blind carbon copy mode). Send all of every selected contact(s) button Check this option if you want to send s that are selected in the right list only. Send (s) selected in the right list only button Check this option if you want to send s that are ready to send for every selected contact(s). Send! button Click this button to start the sending action. Your default ing client will open with the first to send. You will have to validate and click on "Send". The second to send will then open... You MUST have a supported ing client properly configured to perform this operation. Supported ing client are "Microsoft outlook", "outlook express" and "Windows live mail". See the "How to configure my ing client?" section for more details.warning : s that should be send one time only will be deleted from the list of ready to send s immediately after you click on the button "Send!". Exit button

48 Close this window.

49 "Ready to do" reminders This window allows you to see all reminders in the system. The left list shows all of your contacts and the right list shows reminders for every selected contacts. List of contacts This is the list of all contacts created in the system. List of reminders to do

50 This is the list of reminders for the every selected contact(s). Quick search Allow an easy and quick search by restricting the number of record to show. The generic character (*) is allowed. Show in yellow... Check this box if you want to show in yellow the reminders that will be ready to do in less than the number of selected days. Show only "ready to do" reminders Check this box if you want to show only the reminders that are ready to do. Show in red... Check this box if you want to show in red the reminders that are ready to do. If you do not check this box, the reminders that are ready to do will appear in white. Reminder(s) done button Use this button to indicate that the selected reminder(s) was(were) done. When you click on this button you get to this window where you can select the date when the selected reminder(s) was done. Printing reminder(s) This section allows you to print reminders for the selected contact(s). See the "Reminders to do report" section for more details.

51 Exit button Close this window.

52 Personalize This window allows you to personalize the software parameters for this computer only. Language Choose the language. Print dialog It determines if the print dialog appear before printing a report. Save Save your modifications. Database server Here you must enter the name of the database server (the name of the computer where the data are installed). It's applicable only with the Network Edition. See Network Edition configuration page for more details

53 Cancel Cancel your modifications.

54 Printable reports This section is about printable reports available

55 Contact information report This report contains general information about your contacts. This report can be printed through the "Contact list - General info. tab" window.

56 Reminders to do report <TODO> Insert description text here... And don't forget to add keyword for this topic

57 How to configure my ing client? To send s with MLM Network Marketing Helper you must have a properly configured ing client on your computer. Supported ing client are "Microsoft outlook", "outlook express" and "Windows live mail". These are the three main ing client and you probably already have one on your computer but maybe it is not properly configured. Let's see how to configure each ing client. Microsoft Outlook This ing client is used by a lot of business. It's one of the most powerful ing client on the market today. We do not recommend the use of Microsoft outlook as you must pay for it and there is a lot of features that you will probably not use. Outlook Express This ing client is commonly used by home users. It's a simple ing client. Click here to see how to configure outlook express on your computer. Windows live mail This is the new ing client from microsoft. It is free and we strongly recommend you use this one. In the past, you were able to create an hotmail address in MS Outlook but now it's only possible with WLM. Windows Live Mail works with popular Web-based services such as Hotmail, AOL mail, Google mail, and Yahoo! mail. Windows Live Mail is built to automatically configure many popular services. To install Windows Live Mail, visit the following Microsoft Web site.

58 Network Edition Setup Network Edition Setup When you install MLM Network Marketing Helper client software on your computer, an embedded database is installed by default to allow you to try out the software without further configuration. However, when you're ready to share the software on a network with multiple users, you need to install a shared database on a server. Any Windows computer may act as the "server", as long as it is accessible from all of the computers which need to access the shared database. You also want to make sure the computer is able to run without interruption to avoid any potential for database corruption which might occur if the computer is restarted while users are connecting to and using the database. To set up MLM Network Marketing Helper for use on a network by multiple users, there are three basic steps: 1. Install the client software on the computers which will run MLM Network Marketing Helper. 2. Install the database server software on a shared Windows server. 3. Connect the client computers to the database server. Installing the client software: The client software is the program that users interact with to enter and update vehicle records. If you have used the trial version of MLM Network Marketing Helper, then you have already installed at least one copy of this software. This software is available for download at mlmnetworkmarketinghelper.html Note that in order to connect to a shared database server, you must purchase MLM Network Marketing Helper. All editions of MLM Network Marketing Helper run in single user stand-alone mode by default. The Network Edition can also connect to a central database server. Install the database server software: The database server software is very easy to install in the default configuration. configuration, follow these simple steps: To install in the default 1. Log on to your server and download the setup program from NetworkVFM.exe 2. Run the setup program that you downloaded in step 1, and accept all defaults. This program will install a Firebird Database Server and a new MLM Network Marketing Helper database. The new database will be installed in "C:\Program files\mlm Network Marketing Helper Data \MLM_DATA.FDB". Connect the client computers to the shared database: After installing the database server, you may connect your client computer(s) to the shared database server by following these steps: Open MLM Network Marketing Helper on one of the client computers which it is installed on. 1. Select the menu Options - Personalize. Insert the name of the server(computer) that host the database in the field Database Server (if you don't know the name of the server, log on to the server and right-click "My Computer", choose "Properties", and then select the "Computer Name" tab.) 2. Click "Save" 3. Close and then reopen MLM Network Marketing Helper. You're now connected to the shared database server. Warning! If your database server is also used as a client workstation you must replace the "(local)" value in the field "Database server" of the menu "Options - Personalize" by the server computer name (like you do for every client workstation). Warning! If your network is not managed (small network are usually not managed), maybe you will have to type the IP adress of the database server instead of it's name in the field Database Server. Warning! If your database server have a firewall configured, you wil have to either, deactivate it or, add an exception to the firewall. The program file you have to allow your client workstation to access to is : "C: \Program Files\Firebird\Firebird_2_0\fbserver.exe". To add an exception to the firewall (within Windows XP), go to "Start - Control panel - Firewall". Click on "Exceptions" tab then click on "Add a program". Click on "Browse" then select this file : "C:\Program Files\Firebird\Firebird_2_0\Bin\fbserver.exe".

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