Converting Contacts
Overview
When a contact is converted, you are telling the program this contact has either become a member or has in some way become a customer of your company. To properly use this feature, you will need to set an "Expected Value" for the contact before converting them. This serves several purposes:
- Helps determine employee effectiveness
- Helps you set more realistic goals for expected income going forward
- Allows the program to run accurate "funnel" reports for income
Converting a Contact
To convert a contact, load the contact's slider and click on "Convert" in the slider's primary navigation menu:
The "Convert Contact" popup will appear:
| Field Name | Description |
|---|---|
| Converted By | Employee who will be credited with this conversion. |
| Conversion Date | Date on which the conversion took place. |
| Member | |
| Type | Do not create a membership: Does not create a member, instead sets the contact as a "Customer" type. Create new member: Creates a new member using the specified username and the contact's data. Existing member: Assigns the conversion to an existing member. |
| Username | Create New Member only. Specify the username of the new member. |
| Notify | Create New Member only. Determines whether you wish to email the converted contact about his/her new membership. |
| Template | Create New Member only. Defines which e-mail template will be used to notify the member of his/her new membership. |
| Conversion Value | |
| Type | Calculate based on an order ID: If the contact purchased through the shopping cart, input the order number here to determine the value of the conversion. Input conversation value: Manually specify the value of the conversion. No value: Tells the program that there was no monetary value associated with this conversion. |
| Value | Input conversation value only. Determine the value of the conversion. |
| Order ID | Calculate based on an order ID only. Input the order number to use. |
After the Conversion
After you have converted a contact, you can view the conversion by either clicking on "Contacts > Conversions", or when you load a member's slider who was created due to a conversion, you can click the conversion link for details.
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Published on 2013/07/16.
Last updated on 2013/07/16.