OutboundEngine FAQs

Each campaign includes an email newsletter and related posts on social media. To view the full content and schedule of social media posts, access the Campaign Details. For each social media post, you have the following information:

Site where the post will be made

date/time the post is scheduled for

Title of the post

Caption for the post

Copy for the post itself

Link included in the post

Picture included in the post

Option to Opt Out of any singe social media post

To view theCampaign Details:

Log in at app.outboundengine.com on your computer

ClickCampaignsin the left-hand column

Right-click on the campaign you would like to view

Click Details from the drop-down menu

From your desktop

Log in at app.outboundengine.com

ClickReviewsin the left-hand column

Clicknear the top of the page

Enter your 3rd party review site URLs in the appropriate fields

To add your Google Business Page or Lawyers.com profile, contact Customer Success

Check the box for each site to indicate your auto-display preferences

To save, clickat the bottom right of the pop-up message

By Default, OutboundEngine uses the same contact information and links entered in the campaign settingsof your account on your business profile page.If you wish to use different information on your business profile page follow these steps:

Login to http://app.outboundengine.com

Click onbusiness profileon the left side of the screen.

Uncheck the box next to "Use the same Social and Website Links from my Campaign Settings."

Click yesto confirm

Click the gearin the newly added section "Social and Website Links"

Make the desired updates and clicksave

If you run into any issues or have any questions please give our customer success team a call at 888.988.5526 or send an email to [email protected]. We are here to help Monday-Friday from 8:00am to 5:00pm central standard time.

What is a check-in note?

An email campaign which uses a text-only format (no banner image); it looks like a traditional email, not a newsletter. Our content experts have purposefully designed this campaign to be more casual and friendly as a complement to the regular email newsletters.

How will the check-in note help my business?

Provide a personal touch to each of your contacts at once, saving your time while growing your relationships

In the email, contacts are encouraged to visit your website, growing traffic to that page and increasing the chances of converting that contact to a lead

Just like your newsletters, you can view performance results and see which contacts have engaged with the check-in note

Quickly follow up with new leads using the OutboundEngine mobile app

Why did OutboundEngine send a Check-in note instead of a Referral Sweepstakes this quarter?

As your marketing partners, we continuously monitor the effectiveness, performance, and results for each marketing campaign. Our analysis of past campaigns indicates that sending a check-in note periodically, in addition to the regularly scheduled email newsletters, results in higher open rates and greater engagement for our customers. In order to maintain a healthy email cadence and increase variety in your marketing campaigns, we may occasionally replace the quarterly referral sweepstakes with a check-in note or other new campaigns.

Make sure your LinkedIn Profile is connected to your OutboundEngine account so that we can continue to post engaging content for you on a regular basis.

From your mobile device

Open the OutboundEngine app

Tap the three horizontal lines at the top left to open the menu

TapSettings

Toggle the icon next to LinkedIn to orange

Enter your LinkedIn phone or email

Enter your LinkedIn password

TapSign In

TapAllow

From your desktop

Log in at app.outboundengine.com

Click your name & photo at the bottom left-hand corner

Click Account Settings

Scroll to the Social Accountssection

Click CONNECT or RE-AUTHORIZEbelow the LinkedIn logo

When the pop-up message appears:

Log into LinkedIn if prompted

Click Allow Access

Note: You can verify your connection by looking at the LinkedIn logo which should no longer be grayed out or say Re-Authorize.

To protect your accounts, many social media sites will require you to re-authorize your connection to third-party platforms like OutboundEngine.

For example, LinkedIn will require you to reauthorize the connection with OutboundEngine approximately every 60-90 days.

To avoid an interruption to your marketing campaigns, we recommend that you check on the status of your social media connections at least once a month when you are logged in to your OutboundEngine account.

To protect your accounts, many social media sites will require you to re-authorize your connection to third-party platforms like OutboundEngine.

For example, LinkedIn will require you to reauthorize the connection with OutboundEngine approximately every 60-90 days.

To avoid an interruption to your marketing campaigns, we recommend that you check on the status of your social media connections at least once a month when you are logged in to your OutboundEngine account.

Connect Your Sites

LinkedIn

Facebook

Disconnect Your Sites

From your mobile device

Open the OutboundEngine app

Tap the three horizontal lines at the top left to open the menu

TapSettings

Toggle the icon next to Facebook or LinkedIn to gray

From your desktop

Log in at app.outboundengine.com

Click your name & photo at the bottom left-hand corner

Click Account Settings

Scroll to the Social Accountssection

Click DISCONNECTbelow the LinkedIn or Facebook logo

Make sure your Facebook Business Page is connected to your OutboundEngine account so that we can continue to post engaging content for you on a regular basis.

From your mobile device

Open the OutboundEngine app

Tap the three horizontal lines at the top left to open the menu

TapSettings

Toggle the icon next to Facebook to orange

TapContinuein the pop-up notification

Tap one of the blue buttons presented on the next screen

Use Log in with the Facebook appif you have the Facebook app on this device

TapOpenif asked to use the Facebook app

TapContinue

Tap the Facebook Business Page you wish to connect and tap Next

TapDoneto finalize the connection

TapOKto return to your OutboundEngine App

UseLog in with phone or emailif you do not have the Facebook app on this device

Enter your phone or email

Enter your Facebook password

TapLog In

TapContinue

Tap the Facebook Business Page you wish to connect and tap Next

TapDoneto finalize the connection

TapOKto return to your OutboundEngine App

From your desktop

Log in at app.outboundengine.com

Click your name & photo at the bottom left-hand corner

Click Account Settings Social Accounts

Scroll to the section

Clickbelow the grayed out Facebook logo

When the pop-up message appears:

Log into Facebook if prompted

When prompted to Continue as (Your Name) click OKAY

When prompted that OutboundEngine would like to manage your pages click OKAY

The next screen prompts to you select the Facebook Business Page that you want us to post on for you

Click

Note: You can verify your connection by looking at the Facebook logo which should no longer be grayed out.

Your Product Catalog features thousands of products from top suppliers and is regularly updated to match your latest campaign. Every email and social post sends clients to your catalog where they can can search available products or submit a quote request that goes directly to you.

The catalog includes a default profit margin of 40%, and you can adjust that percentage at any time.

From your desktop

Log in at app.outboundengine.com

Click your picture/name near the bottom left

ClickAccount Settings

scroll down to the Catalog section

Increase/Decrease your catalog margin by clicking the arrows or typing in the Catalog Margin box

Your Website should work for you, not the other way around. We've created your mobile-friendly, customized business webpage that showcases your expertise, highlights your contact information, and even captures leads for you.

What we do

Regularly post links to various pages of your Website on your Facebook and LinkedIn profiles

Truncate the copy of your email newsletters, encouraging your network to visit your Website

Optimize your Website for all devices including mobile phones, tables, laptops, and desktop computers

Notify you immediately when leads come in from your Website

How you can take it to the next level

Update your email signature to include a link to your Website

Add your Website to your business cards

Engage with new leads right away using the mobile app

Deliverability

As your marketing partners, we take several steps to improve the email deliverability to your clients inboxes.

These steps include using industry standard tools as well as proprietary techniques to make sure that the content of our emails is strong and will increase the chances of reaching your clients mailboxes.

We will also protect your email reputation by sending all of your email contacts through our Testing and Optimization Phase.

You can contribute to your own deliverability protection by only submitting email contacts for people that you know or have interacted with in the past.

Ensuring that your email contacts will recognize your name when they receive your emails helps decrease the chance that they might mark the message as spam which can hurt your overall deliverability reputation.

Testing and Optimization Phase

We have a team working hard to get as many emails as possible into inboxes. Our deliverability experts have designed the testing and optimization phase with this goal in mind to protect your deliverability and optimize your email list.

How it Works

When new contacts are added to your OutboundEngine account, they will undergo the Testing and Optimization Phase and be assigned a pending status until the testing is complete.

The Testing and Optimization Phase takes place during the first upcoming email newsletter, and the pending contacts will be emailed that newsletter in small batches over the course of several days.

After all pending contacts have received the email newsletter, the testing phase will be complete and you should not see any more pending contacts in your account.

While the Testing and Optimization Phase is underway, Campaign Performance results will update daily to reflect the most up to date results.

How do I use Campaign Builder to create an email newsletter?

Use this guide to create your own custom email newsletter from your desktop.

How many campaigns can I send with Campaign Builder each month?

You can send up to 5 custom campaigns per month built with campaign builder. Custom campaigns with adraftstatus do not count against this 5 campaign limit.

Note:Keep in mind that we are sending two newsletters per month on your behalf. When sending your own custom emails, be sure to stagger the send dates to avoid sending too many emails to your contacts in a short period of time.

Can Idelete a campaign created with the Campaign Builder?

Yes, if needed you can delete a custom campaign that is in draft status.

From your desktop

ClickCampaignsin the left-hand column

Right-click on the custom campaign you would like to delete

ClickDeletein the drop-down menu

Note:A custom campaign with adraftstatus will not count towards the limit of 5 custom campaigns per month.

CanIPreview acampaign created with Campaign Builder?

Yes, you can preview a custom campaign in the same way you preview a campaign that we create for you.

After IFinalize a campaign, can Imove it back to Draft mode to make further changes?

Yes that is an option, but you should think of the Finalized mode as being FINAL. You should only move the campaign to this mode when you havefinished making changes and the campaign is ready to go. However you do havethe option to change it back to Draft mode up until the day the campaign is scheduled to go out.

Can I customize the campaign with HTML?

Absolutely! Switch tosource editmode to access the code for the text displayed in the email.

Note:Usingsource editmode requires that you be familiar with HTML. If you are unsure how to code your desired formatting, Customer Success is happy to help with simple edits only. If you would like to lean more about HTML, w3schools is a great resource.

Can I create social media campaigns using Campaign Builder?

Youcan create custom social media posts with your own content for any custom newsletter you create. The schedule for the social media posts is based on the send date of the email campaign.

Can Isend a campaign created with Campaign Builder to a segmented group of mycontact database?

Yes! You can send a custom campaign to your entire database, or leverage Tags on your email contacts to send targeted content to a segmented portion of your list.

We're excited to be your marketing partners!Ready to start your Free Trial? Complete these 3 steps to begin your first campaign:

1. Log in to Your Account

From your desktop

Navigate to app.outboundengine.com

Enter the email address you used to create the account

Enter the password you set when creating the account

ClickLog In

Note:If youdon'thave the login credentials, click Forgot your password? and follow the prompts to reset your password.

2. Brand Your Newsletters

ClickCampaignsin the left-hand column

Click download the mobile app near the top of the page

Add your account information

Add Your Headshot and Logo

Scroll down to the Campaign Images section

Click+to expand the menu

Clickto select a new image from your computer

Crop the image as needed

Click

Repeat steps 2-5 to upload your logo.

Choose Your Email Design

Choose the layout for your email newsletters.

Scroll down to theStylesection

Click theTemplateicon to expand the menu

Choose the template you feel best represents your brand

Note:the preview below the expanded menu will update each time you click on a new palette

Clickin the expanded menu

Choose Your Accent Colors

Choose the primary accent color for your newsletters and website; the secondary accent colors will be selected automatically to complement your primary color.

Click thePaletteicon to expand the menu

Click the desired palette or click Custom to enter your own hexadecimal (hex) code or red-green-blue (RGB) code

Note:the preview below the drop-down menu will update each time you click on a new palette

Clickin the expanded menu

Scroll to the top of the page and click to return to close Campaign Settings

Note:To preview how your choices will display on your email newsletter:

Return toCampaignsin the left-hand column

Right-click on any campaign with a future send date

From the drop-down menu, clickto view the full newsletter

3. Build Your Contact List

The contact list in your OutboundEngine account is used to send your marketing materials to your sphere of influence and book of business. We strategically design our content to be editorial in nature and never a direct solicitation for business. The topics are intentionally educational, interesting, and conversation starters so that no matter where someone is in your pipeline or network, the information will be interesting and valuable for them.

To get you started, here are the people we recommend you add to your OutboundEngine contact list:

Your Book of Business:

Your Larger Sphere:

Past Customers

Family

Current Customers

Friends

Prospects

Members of clubs or groups where you network

Referral Partners

Anyone who might provide referral or direct business in the future

ClickContactsin the left-hand column

Clickat the top right

ClickADDand wait for the pop-up window

Enter any desired info; email address is required, and we recommend adding names and phone numbers to help you manage your list

Click eitherSave & Close

Clickat the top right to return to the full list of contacts

Note:You will need at least 10 contacts uploaded in order for your campaigns to send. If you prefer, upload your contacts in bulk:

Upload a spreadsheet

Import from another database

Sync with another database

Congratulations!

You've completed the setup and are ready to start your Free Trial!

Let's get your marketing campaigns started as soon as possible; we'll send you an email notification so you know when to expect the first campaign!

In the mean time, to help you maximize your marketing results by viewing performance and interacting with your network whenever and wherever it's convenient for you, not just when you're in front of your computer.

The Activity Score is based on engagement for the most recent campaigns. The number is assigned based on actions like opening and clicking on links within the email.

The more a contact is engaging, the higher the number will be, and anyone with a score above 6 is considered an Engaged Contact.

Engaged Contacts

Engaged Contacts are those people in your network who have been repeatedly opening and clicking on links from your emails.

We surface this data for you because our research shows that Engaged Contacts are often warm to a conversation with you, and whether that is a transactional conversation or just an opportunity to build your relationship with that contact, we want to take the guesswork out of knowing who it is worth taking the time to call or email.

We will surface your engaged contacts at the top of the Home Tab of your account, and this list is updated every time a new email newsletter is sent out.

Contact Details

With this schedule in mind, we recommend logging into your account after each email newsletter goes out to ensure that you are maximizing the information about your engaged contacts.

To give you some ideas for starting conversations with your Engaged Contacts, we have designed some templates for each industry that we work with.

If you are looking for a reason to start a conversation with someone else in your database, access the to see which articles that contact has been opening recently and gain an idea of what topics they might currently be interested in.

Active

Our testing and optimization process has determined these are good emails addresses, and this is the list we will use to send your email newsletters.

Note:Only contacts with an Active status count towards the contact limit determined by your package.

Pending

These contacts are still awaiting the testing and optimization phase. The testing is completed during each bi-monthly email newsletter blast.

Disabled

You can manually assign this status to any contacts you do not want to receive your marketing emails. The contact will remain in your list but be prevented from receiving any future email blasts unless you reverse the status.

Inactive

Based on the testing and optimization phase, these email addresses would harm your deliverability and are therefore excluded from any email blasts. Reasons for assignment of this status include if the email bounced, if the user unsubscribed from the mailing list, if the user marked an email as spam, or other similar reasons.

Note:To learn more about the contacts in your list, contact our Success Team.

From your desktop

Log in at app.outboundengine.com

ClickWebsitefrom the left-hand column

ClickSettingsnear the top of the page

Click the round greenHomeicon to trigger the drop-down menu

Scroll down to theHome Page TitleorHome Page Subtitle and enter the desired text

Scroll to the bottom of the drop-down menu and click

Note:To preview how the new title and subtitle will appear on the Website:

ClickView Websitefrom the Website Settings screen

The information displayed on your Website will default to match your Campaign Settings. If you would like to make changes to the Website only:

From your desktop

Log in at app.outboundengine.com

Click Website from the left-hand column

Click Site Analytics near the top of the page

Make changes as needed

To save, click at the top right of the page

If you cannot remember the link to the public version of your website, you can access the page through your OutboundEngine account.

Click Website from the left-hand column

Click the blue link near the top left of the page titled Your Website

The public version of your website will open in a new tab

Pages

Round icons allow you to make edits to the different pages of your Website. You can edit images, update copy, and even create your own custom tab using HTML. Choose to display or hide each tab from these settings. To begin, click the icon corresponding to the tab you would like to edit and a drop-down menu will appear.

Home

This tab is the main page of your Website. It is an inviting overview of your site and is designed for conversion with many calls to action. You can update the title and subtitle of the page, change the background image, and add your own 'about me' section.

Newsletters

Each time a new email is sent out, we will post it on your Newsletters Tab in chronological order. This tab functions like a blog, and anyone who visits your site will be able to read the full content of past newsletters. If you would like to embed the newsletter feed onto your own website, you can capture the required iFrame coding.

Reviews

You can edit the navigation label, page title, or page body that will display on your Website. If you would like to embed the Reviews feed onto your own website, you can capture the required iFrame coding here.

Note:Reviews is only visible for some packages.

Videos

Embed up to 6 videos in this tab of your Website. The videos must be hosted on another site, for example, YouTube, in order to play.

Contact

This tab makes it easy for your clients to get in touch or request information from you. They can select the type of form they would like to fill out, and after filling out the details they click Submit. You will be notified of the customer action via an email as well as a push notification on the OutboundEngine mobile app.

Style & Content

The accent color, headshot, and logo will default to match your Campaign Settings. If you prefer, you can display something different on the Website. For example, if you would like to brand the email campaigns with your name and picture, but brand the website for your entire office, you could do that here:

Scroll down to the Style & Contentsection

Click to toggle between or for Use the same Image Settings from my Campaign Settings

Click the round icons to update your website

Favicon

Accent Color

Headshot

Logo

Click within the dropdown menu to save your selection

Click at the top right to save all changes

Contact Info

The contact information will default to match your Campaign Settings. If you prefer, you can display something different on the Website. For example, if you would like to brand the email campaigns with your name and picture, but brand the website for your entire office:

Scroll down to the Contact Infosection

Click to toggle between or for

Use the same Contact Information from my Campaign Settings or

Use the same Social Website Links from my Campaign Settings

Enter the contact information you would like to display on your website or

Enter the links for any social media pages you would like to link on your website

Click at the top right to save all changes

Lead Capture Pop-up

When someone visits your website, a pop-up chat box will appear at the bottom right of the page. This pop-up message is designed to get their attention and encourage them to reach out to you. You can edit the Popup Introduction as well as the Pop-up Away Message.

Site Analytics

Some of our customers use third-party analytics systems. If you do, you can enter the tag scripting in the section of the Website Settings. For example, with paid advertising on Facebook it is often beneficial to leverage the Facebook Pixel, which is an analytics tag that Facebook uses to track information about visitors to your website.

Customize the types of notifications you receive or add additional notification contacts.

From your desktop

Log in at app.outboundengine.com

Click your name & photo at the bottom left

ClickAccount Settings

Scroll down to theNotifications

Click on your profile icon to trigger the drop-down menu

click+ Add notification Contactto add an additional notification recipient

Select which notifications you wantto receive

Click SAVE

From your desktop

Log in at app.outboundengine.com

ClickWebsitefrom the left-hand column

Click near the top of the page

Click the round greenHomeicon to trigger the drop-down menu

Scroll down to theHome Background Image

Clickto select a new image from your computer

Scroll to the bottom of the drop-down menu and click

Note:To preview how the new background image will appear on the Website:

ClickView Websitefrom the Website Settings screen

Customize the call-to-action buttons that appear on your email newsletters. You can include up to 6, selecting the title, icon, and re-direct link.

From your desktop

Log in at app.outboundengine.com

ClickCampaignsfrom the left-hand column

Click Campaign Settings near the top of the page

Scroll down to the Calls-to-action section

Click any existing button to edit (or click+to add a new call-to-action button) in the dropdown menu and update the following:

Button text:title on the button

Button glyph:icon on the button

Link:when someone clicks the button, site they are directed to

click in the drop-down menu to save your changes

To save, clickat the top right of the page

Note:You can reorder the buttons by clickingArrange the Order of the Buttons.

If you do not have a Calls-to-Action section in your, contact our Success Team and they can enable this feature on your account.

To cancel your Outbound Engine account:

Please call 888-988-5526 Mon-Friday, 9am to 5pm Central Standard Time.

*Please note that your cancellation is not finalized until you have received a cancellation confirmation email from [email protected].

You can now embed up to five Youtube videos on your OutboundEngine Website. Follow these steps to add videos to your page:

Login to the OutboundEngine app at http://app.outboundengine.com

Click on the Profile Page tab from the navigation on the left of your screen.

Click on the settings gear on the top of the screen.

From settings click on videos and add the Video Page Title, Video Title and the Video Embed Code. (see below for a diagram of where each field populates)a. In order to locate the embed code go to the YouTube video you want to embed.b. Under the video, click Share.c. Click Embed.d. From the box that appears, copy the HTML code and paste that code into the Video Embed Code in OutboundEngine.

Make sure the Video Page Enabled toggle is marked to YES and click SAVE in the bottom left hand corner.

If you run into any issues or have any questions, please give our customer success team a call at (888) 988-5526 or send an email to [email protected]. We are here to help from 8am to 5pm CST Monday through Friday.

To change the day and/or time that your email campaigns are sent:

(Please click here if you are notoneof our promotional products customers as the process is slightly different.)

Log into your account at http://app.outboundengine.com

Click on Campaignson the left side of the screen

Click on "Settings" at the top of the page.

Scroll down to the "Scheduling" section.

Select the day you would like to send future campaigns.

Select the time to send.

ClickSaveon the bottom of the "edit email sender details" window.

If you run into any issues or have any questions please give our customer success team a call at 888.988.5526 or send an email to [email protected]. We are here to help Monday-Friday from 8:00am to 5:00pm central standard time.

To add, edit, or deleteyour contact information as it appears on your email campaigns:

(Please click here if you are not oneof our promotional products customers as the process is slightly different.)

Log in to your account at http://app.outboundengine.com

Click onCampaign Settingson the left side of your screen.

Click the gear next toEmail Sender.

Make any changes you would like to be reflected on future campaigns.

Click SAVEat the bottom of the edit email sender details window.

Click here for instructions on how to preview upcoming campaigns tomake sure thateverything is perfect!

If you run into any issues or have any questions please give our customer success team a call at 888.988.5526 or send an email to [email protected]. We are here to help Monday-Friday from 8:00am to 5:00pm central standard time.

Yes, the referral program is an additional account upgrade.

For pricing information, please give us a call at 888-988-5526, or email us at [email protected]. We are available Monday through Friday 9am to 5pm central standard time.

What is the Referral Engine?

OutboundEngine customersthat have the Referral Engine on their account will be given 4 referral sweepstakes per year (one for each quarter).

Our customers' contacts will be required to enter THEIR CONTACT INFORMATION to beentered into the sweepstakes, in addition to answering a QUALIFYING QUESTION.

For the business owner, the Referral Engine has an increased emphasis on gathering actionable data from existing clients.

Our customers will...

Get additional referrals from their existing client base.

Know which of their contacts are warm leads

In short, the Referral Engine helps our customerssurface warm leads from among theircontacts, and get more referrals!

FAQ

What arethe questions asked for each industry?

REAL ESTATE -How likely are you to buy or sell property in the next 6 months?

MORTGAGE- How likely are you refinance or seek a new mortgage in the next 6 months?

FINANCIAL ADVISORS - How likely are you to make a change in your career or family life (such as a marriage, new child, or grandchild) over the next 6 months?

INSURANCE-How likely are you to change your coverage in the next 6 months?

PROMO- How likely are you to buy promotional products in the next 6 months?

HOME SERVICES-How likely are you to require my services in the next 6 months?

WELLNESS -How likely are you to require my services in the next 6 months?

BEAUTY - How likely are you to require my services in the next 6 months?

AUTO - How likely are you to get service for you vehicle in the next 2 months?

Do my contacts have to refer someone new to me to enter the sweepstakes?

No! The contacts will be asked to send referrals after entering the contest, though they do not have to. With the Referral Engine, the first screen is simply the entry form, along with the qualifying question. After they click submit, they'll see a thank you screen with the option to add additional referrals.

More importantly,THE PAGE HAS A DISCLAIMER:"I appreciate any referrals you can provide. They have no impact on your chances of winning the sweepstakes.

How do I get the new Referral Engine?

Contact YOUR FAVORITE Customer Success Team!

OR

Login into your app.outboundengine.com account, locate the Referral Program tab, and select "Upgrade to Referral Engine"!

[email protected]

888.988.5526

Any of us will be super happy to help you!

The Referral Engine can be added to any package, at anytime.

There are two ways to request this upgrade: 1. Login to http://app.outboundengine.com and click on the tab labeled "Referral Program", and click the "Upgrade to Referral Program" button. 2. Contact our Support Team. Call 888-988-5526 or email [email protected] and we will take care of it for you!

[email protected]

Review Engineis a feature that helps our customers stay on top of their online reputation. This product helps you monitor what is being said about you, good or bad, on popular review sites like Yelp, Google+, Facebook and Zillow.

GENERATE:Request reviews from targeted contacts.

MONITOR: Stay on top of your Yelp, Google+, Facebook and Zillow (and your competitors' reviews).

SHOWCASE: Display your best reviews online on your Business Profile Page.

MANAGE: Display, hide and reply to specific reviews with the help of OutboundEngine.

How does it work?

This feature allows you to request reviews directly from your customers. With the click of a button, you can follow up with someone you worked with to make sure they leave you a review online. Here is an article showing you how easy it is to request reviews with the Review Engine!

When someone posts a review about you, OutboundEngine will notify you within 24 hours about the new review, along with tips on howyou should respond.

In addition to monitoring your own reviews, you can also track up to five competitors on these review sites. This helps our customers gain a better understanding of how their competition stacks up against them.

Here are some helpful blogs showing the importance of reviews!

10 Simple Steps to Get Online Reviews for Your Business

10 Reasons Your Business Isnt Getting Online Reviews

Dont Be Afraid of Online Reviews, Just Accentuate the Positive

Want to learn more? Call your super helpful OutboundEngine Customer Success team at 888.988.5526 or email .

These are general instructions, for more specific tutorials please contact your hosting service*.

Log in to your account on your hosting service's website (For example, GoDaddy.com), and go to the DNS management page.

Go to the domain you want to redirect/forward.

Depending on the site, select redirect or forward for that domain.

When instructed enter the catalog URL you want to forward your domain name to, i.e. http://yoursite.mypromohq.com/ OR http://yoursite.myhomehq.biz/. Save your changes.

If you want to setup masking as well (so that your catalog actually appears as your own domain name), most sites have it under More Options or Advanced Options from the forwarding page. Select the masking option.

You also should have the ability to setup either a permanent or temporary setting from this page as well.

Make sure to save all changes.

If you have any questions, or are interested in setting up a CNAME record (custom domain)please contact [email protected].

*For GoDaddy - http://support.godaddy.com/help/article/422/forwarding-or-masking-your-domain-name

Your website is designed to convert visitors into prospects. With this goal in mind, we have designed a lead capture pop-up message that appears to website visitors to get their attention and encourage them to reach out to you. You can edit make edits to the Pop-Up message in the Website Settings.

From your desktop

Log in at app.outboundengine.com

Click Website from the left-hand column

Click near the top of the page

Scroll down to the LEAD CAPTURE POP-UP section

Make edits to any of the following sections:

Show Lead Capture Pop-up: toggle toor

Popup Delay (in seconds): enter the number of seconds to delay the pop-up when someone visits your page (default is 10 seconds)

Popup Introduction: message that displays on the popup

Popup Away Message: response to someone who submits a chat

Clickat the top right to save your changes

As your marketing partners, we understand that each of our customers have unique needs for tracking the site analytics on the website. In the Website Settings, you can view and edit analytic tags and keys for your website:

From your desktop

Log in at app.outboundengine.com

Click Website from the left-hand column

Click near the top of the page

Scroll down to the SITE ANALYTICS section

Make edits to any of the following sections:

Google Analytics Key: use this if you have a Google Analytics account

Base Search Engine Page Title: edit the text displayed in the tab when someone is viewing your website

Third Party Analytics Tag: use this section if you have an account with another system which tracks website activity (for example: if you have a Facebook ads account you can copy & paste the Facebook Pixel code in this section)

Keyword Meta Tags: if you are using specific meta tags for SEO, copy & paste them into this section

Description Meta Tags: if you are using specific meta tags for SEO, copy & paste them into this section

Clickat the top right to save your changes

The contact information on your Website will default to match your Campaign Settings. If you prefer, you can display something different on the Website.

For example, if you would like to brand the email campaigns with your name and picture, but brand the website for your entire office.

From your desktop

Log in at app.outboundengine.com

ClickWebsitefrom the left-hand column

Click near the top of the page

Scroll down to theContact Infosection

Click to toggle between or for

Use the same Contact Information from my Campaign Settingsor

Use the same Social Website Links from my Campaign Settings

Enter the contact information you would like to display on your website or

Enter the links for any social media pages you would like to link on your website

Click at the top right to save all changes

To download a spreadsheet of all contacts currently in your OutboundEngine account:

Log in at app.outboundengine.com

ClickContactsin the left-hand column

Click the small down-pointing arrow near the top right

A spreadsheet will be downloaded to your computer

Note: if you do not have Excel on your computer, contact Customer Success to request your list of contacts in a different format

Per the CAN-SPAM Act, if one of your email contacts unsubscribes from your mailing list, they will appear with an Inactive status in your OutboundEngine account and will no longer be sent your marketing emails.

To learn more about the contacts in your account, contact Customer Success.

Where can I find my ContactCards?ContactCards can be found at the top of the Home Page.

Arethere different kinds of Contact Cards?Yes, see all the most common cards below. ContactCards will remain on the Home Page for six weeks before retiring.

What should I do with my ContactCards?

When you click on a ContactCard, a summary panel reveals all the information you have for this contactas well as a set of recommended follow-up actions. Use our follow-up templates and start a conversation ASAP.

Card Name

Card Image on Front

Triggered By

Observed in Vertical

Engaged Contact

A contact has a Contact Score between 6 and 8. This score is based on how frequently the contact opened and/or clicked emails in the past three campaigns.

All

Highly-engaged Contact

A contact has a Contact Score of at least 9. This score is based on how frequently the contact opened and/or clicked emails in the past three campaigns.

All

Contact Referral

Someone was referred to you via a ReferralEngine campaign.

All

Contact Request

Someone submitted the Contact form on your Profile Page.

All

Hot Lead

A contact says they are extremely likely to need services in the next six months (via ReferralEngine).

All

New Subscriber

Someone subscribes to your newsletter campaign fromyour Profile Page.

All

Below weve listed some information you might find on a ContactCard:

Why this ContactCard has been generated

Contactname

Contactdetail

Contactsource

Possible actions you can take with thiscontact

Can I remove a ContactCard?

Yes, you can! Removed contactswill still receive your emails; this action will only remove the contactfrom your view on the Home Page. You can remove a ContactCard from your Home Pagein two ways:

To remove a card from the Home Page, click the X in the upper right-hand corner of the card.

You may also remove a contactfrom your contactslist by clicking through the ContactCard to the summary panel. At the bottom of the panel click on "Remove From ContactsList" to remove the contactfrom your Home Page view.

From your mobile device

Open the OutboundEngine app

Tap Contacts at the bottom right

To filter your view:

Tap SORT BY

From the menu, tap the field you would like to use to sort your list

From your desktop

Log in at app.outboundengine.com

Click Contacts in the left-hand column

Use the funnel icon near the top left of the page to display a drop-down filters menu. Click the filter you would like to apply, select the value you would like to filter by, and click APPLY to sort your list. To return to the full list, click RESET ALL FILTERS.

All scores - filter the list by Activity Score

Any tags - filter the list by Tag

Any activity - filter the list by whether a contact has filled out a form on your website

Any status - filter the list by Contact Status

Any source - filter the list by source (only applicable if you have synced your Gmail or Contactually accounts)

Note: Sort the visible list by clicking on the header of any column, for example to sort by Last Name clickLAST NAME in the column header. A single click sorts alphabetically, and if you click again it will reverse the order of the results.

To add or remove the visible columns in the contacts table:

Hover over one of the column headers

Click the three horizontal lines which appear in the column header

From the dropdown, hover over Columns

Click to check (or uncheck) the available columns

This section includes all of the details associated with a particular email contact. Email address is the only required field and will be used to send your marketing emails. All other fields exist for your records only and are optional. If you would like to keep a more detailed record for that contact you can include the following information:

First and Last Name

Company Name

Birthday

Home Purchase Date (Real Estate clients only)

Phone Number(s)

Physical Address

Notes (an open field where you can keep any relevant info about this contact)

Note:We will do nothing with this information aside from store it for you. For more information, refer to our Terms of Use.

From your desktop

Log in at app.outboundengine.com

Click Contacts from the left-hand column

Use the magnifying glass to search for the contact you would like to view

Double click on the contacts name to open the Contact Details

Clickat the top right corner to save changes and return to the full contact list

Tags

UseTags to organize your contact list by assigning one or more labels to each contact. Some examples of tags are provided, but you can also create your own. Types of useful tags include:

Pipeline Status (prospect, past client, etc)

Contact Source (was it from your Gmail, CRM, Outlook, etc)

How you met this contact (for example, Open House, Seminar, Cold Call, etc)

Note:If you have Campaign Builder, you can send custom email newsletters to segmented portions of your contact list based on tags.

Campaigns

See which email campaigns this contact has received, opened, or clicked on. If you are looking for a reason to check in with this contact, this information will let you know what topics they have been interested in lately.

The contact list in your OutboundEngine account is used to send your marketing materials to your sphere of influence and book of business. An email address is the only information that our system requires for each of your contacts, but if you would like to keep a more detailed record for that contact you can include the following information:

First and Last Name

Company Name

Birthday

Home Purchase Date (Real Estate clients only)

Phone Number(s)

Physical Address

Notes (an open field where you can keep any relevant info about this contact)

Note:We will do nothing with this information aside from store it for you. For more information, refer to our Terms of Use.

From your desktop

Log in at app.outboundengine.com

Click Contacts from the left-hand column

Click [email protected], at the top right

Click ADD and wait for the pop-up window

Enter any desired info; email address is required, the other fields are optional

Click either Save & Close or Save & Add Another

Click at the top right to return to the full list of contacts

From your mobile device

Open the OutboundEngine app

Tap Contactsfrom the bottom row

Tap Add + at the top right

Tap either Add Contact Manuallyor Business Card Import

Add Contact Manually

Enter all relevant information for the new contact (email address is the only required field)

Tap DONE at the top right to save your new contact

Business Card Import

If prompted, allow OutboundEngine to access your camera

Take a photo of the business card you would like to upload

If prompted, tap Use Photo

Verify or correct any imported information (email address is the only required field)

Tap DONE at the top right to save your new contact

Uploading Contacts in Bulk

Upload a spreadsheet

Import from another database

Sync with another database

email your new contacts to Customer Success

Note:If you are emailing your new contacts toplease allowat least one business dayfor Customer Success to process your request.

When you have more than a handful of contacts you would like to add, most customers prefer to email a spreadsheet or document to [email protected] and let us take care of the bulk upload. If you prefer, you can upload a spreadsheet yourself inContacts.

From your desktop

Log in at app.outboundengine.com

Click Contacts from the left-hand column

Click Contact List Template at the top right

Clickand wait for the popup window

Download the

Update your spreadsheet to include the required headers, then save as a .csv file

From your OutboundEngine page, clickand select your .csv file

Select from the dropdown menu the last time everyone on the list was emailed as a group

Select from the dropdown menu the source of this list

Click

Clickat the top right to return to the full list of contacts

Note: To upload a file, it must be a spreadsheet saved in the format .csv. If you do not have Excel or a similar program on your computer, you can email us most types of files, or even a scanned copy of a handwritten contact list, and the Customer Success Team will upload those email contacts for you.

Contacts with aPending status are still awaiting the testing and optimization phase, which is executed during each bi-monthly email newsletter blast. This testing is designed by our deliverability experts to protect your email reputation and get as many emails as possible into inboxes.

Who to Add to Your List

We strategically design our content to be editorial in nature and never a direct solicitation for business. The topics are intentionally educational, interesting, and conversation starters so that no matter where someone is in your pipeline or sphere of influence, the information will be interesting and valuable for them.

To get you started, here are the people we recommend you add to your OutboundEngine contact list:

Your Book of Business

Past Customers

Current Customers

Prospects

Referral Partners

Your Larger Sphere

Family

Friends

Members of clubs or groups where you network

Anyone who could be a source of referral or direct business in the future!

Growing Your List

Any time you do business with someone, be sure to collect their email address along with their other basic contact information. Any time you attend a conference, open house, or expo be sure to have a sign-in sheet to gather contact information from new prospects or referral partners.

Ifyou'vebeen compiling your contact list over a long period of time, there is a good chance that some of the email addresses will be out of date. Reaching out to these contacts for updated email addresses can be a great excuse to check in and grow your relationship with that customer.

When to Add to Your List

We recommend adding new contacts to your OutboundEngine account on a regular basis to ensure that you are always marketing to the right people.

You should develop a routine for adding new contacts that fits naturally with your existing workflow, and if you would like advice on how to strategize, our Customer Success Team is a great resource for you.

When new contacts are added to your OutboundEngine account, they will undergo theTesting and Optimization Phaseand be assigned a pending status until the testing is complete.

TheTesting and Optimization Phasetakes place during the first upcoming email newsletter, and the pending contacts will be emailed that newsletter in small batches over the course of several days.

After allpendingcontacts have received the email newsletter, the testing phase will be complete and you should not see any more pending contacts in your account.

When new contacts are added to your OutboundEngine account, they will undergo theTesting and Optimization Phaseand may not be assigned an active status initially while the testing is underway.

TheTesting and Optimization Phasetakes place during the first upcoming email newsletter, and the testing contacts will be emailed that newsletter in small batches over the course of several days.

No! Your contact limit is determined by your package, and only contacts with an activestatus count toward this limit. View your contacts to learn more about the contacts in your account.

As your marketing partners, we take several steps to improve the email deliverability to your clients inboxes.

These steps include using industry standard tools as well as proprietary techniques to make sure that the content of our emails is strong and will increase the chances of reaching your clients mailboxes.

We will also protect your email reputation by sending all of your email contacts through our Testing and Optimization Phase.

You can contribute to your own deliverability protection by only submitting email contacts for people that you know or have interacted with in the past.

Ensuring that your email contacts will recognize your name when they receive your emails helps decrease the chance that they might mark the message as spam which can hurt your overall deliverability reputation.

From your desktop

Log in at app.outboundengine.com

Click Campaignsfrom the left-hand column

Click Settings near the top of the page

Locate the Account Info section

Enter your License Number in the Additional Infobox

Click at the top right corner to save changes

Note:To preview how the new information will appear on the next email newsletter, follow these steps:

Return toCampaignsin the left-hand column

Right-click on any campaign with a future send date

From the drop-down menu, click Preview to view the full newsletter

You can access your OutboundEngine account from your desktop or mobile phone, or tablet.

From your desktop

Navigate to app.outboundengine.com

Enter the email address you used to create the account

Enter the password you set when creating the account

Click Log In

Note: If youdon'thave the login credentials, click Forgot your password? and follow the prompts to enter your email address.

From your mobile device

Open the OutboundEngine appon your mobile device

Enter the email address you used to create the account

Enter the password you set when creating the account

Click Sign In

If you are required to include a disclaimer on your email marketing, you can add one to appear at the bottom of your email newsletters.You can add or edit your disclaimer in the Campaign Settings.

From your desktop

Log in at app.outboundengine.com

Click Campaigns from the left-hand column

Clicknear the top of the page

Scroll down to the Content section

Type your desired Disclaimer in the section titled Create a disclaimer for your newsletters

Clickat the top right to save your changes

Note: To preview how the new disclaimer will appear on the next email newsletter:

Return to Campaigns in the left-hand column

Right-click on any campaign with a future send date

From the drop-down menu, clickto view the full newsletter

If you do not see the section to Create a disclaimer for your newsletters, give our Success Team a call and they will enable this field in your account.

When updating your headshot and logo, youll want to use high-resolution images as often as possible. The minimum size for a headshot is 300 x 300 pixels. The minimum size for a company logo is 500 x 250 pixels (for vertical logos) or 300 x 500 pixels (for horizontal logos).

From your desktop

Log in at app.outboundengine.com

Click Campaigns from the left-hand column

Clicknear the top of the page

Scroll down to the Campaign Images section

Click the + (or the existing image) to trigger a drop-down menu

Clickto select a new image from your computer

Clickin the dropdown menu

Note: To preview how the new headshot or logo will appear on the next email newsletter:

Return to Campaigns in the left-hand column

Right-click on any campaign with a future send date

From the drop-down menu, clickto view the full newsletter

When updating your headshot and logo, youll want to use high-resolution images as often as possible. The minimum size for a headshot is 300 x 300 pixels. The minimum size for a company logo is 500 x 250 pixels (for vertical logos) or 300 x 500 pixels (for horizontal logos).

From your desktop

Log in at app.outboundengine.com

Click Campaigns from the left-hand column

Clicknear the top of the page

Scroll down to the Campaign Images section

Click the + (or the existing image) to trigger a drop-down menu

Clickto select a new image from your computer

Clickin the dropdown menu

Note: To preview how the new headshot or logo will appear on the next email newsletter:

Return to Campaigns from the left-hand column

Right-click on any campaign with a future send date

From the drop-down menu, clickto view the full newsletter

To help you stay compliant with your broker and license requirements, you can add a certification logo to your email newsletters and website. You will want to use a high-resolution image, and the minimum size for a certification logo is 250 x 100 pixels.

From your desktop

Log in at app.outboundengine.com

Click Campaigns in the left-hand column

Clicknear the top of the page

Scroll down to the Campaign Images section

Click the + (or the existing image) to trigger a drop-down menu

Clickto select a new image from your computer

Clickin the dropdown menu

Note: To preview how the new certification logo will appear on the next email newsletter:

Return to the Campaignsin the left-hand column

Right-click on any campaign with a future send date

From the drop-down menu, click to view the full newsletter

If you do not have a field for adding a Certification Logo in your Campaign Images, contact our Success Team and they can enable this feature on your account.