![Logo
My Account | Log Out
View Details Total Contact Value
50
Contact Information
John Smith
Title Credits
Company
Address 1
Address 2
City, State, Zip
Phone
Email
Status: Confirmed
Note:
Introductions
Can also include the following
I have spoken to contact and mentioned [Rep Name] would be in touch
to lead credit value:
Yes
Personal Meeting: 150
Status: Pending
Opportunity: 300
Closed Sale: 1,000 I have sent contact and email introduction and cc’d [Rep Name]
Yes
Status: Pending
Contact Needs
Blah blah blah
Status: Pending
<< Back to Dashboard](https://image.slidesharecdn.com/mychurch-file-upload3566/85/Mychurch-File-Upload-6-320.jpg)
![Logo
My Account | Log Out
Refer Contact
to: [Contact Email Address] Change
cc: [Rep Email Address]
This will send an email to that person
Message
email will have a vCard attachment wi
Sales Rep’s contact information.
More information about vCards:
http://en.wikipedia.org/wiki/VCard
It will be generated by the server
When someone uses this form to ref
contact, the contact becames a “Refer
Send the database. The following are mark
“TRUE”:
•Contact information is valid](https://image.slidesharecdn.com/mychurch-file-upload3566/85/Mychurch-File-Upload-7-320.jpg)
Mychurch File Upload
- 1. IPM Referral Rewards Program
- 2. IPM Referral Rewards Kit Program Description Card IPM Membership Card (IPM Referral Rewards Card) IPM Thumb Drive Designed Metal Packaging Program Description Card – Describes the Kit contents and how to earn rewards through referrals IPM Branded Membership Card – includes user PIN IPM Branded Thumb Drive – Launches Referral Portal (may include PIN preprogrammed)
- 3. Logo My Account | Log Out Refer Colleagues Earn Credits Cash In! Icon/Image Icon/Image Icon/Image Email Password Sign In Forgot Password | Request Membership Note: “Request Membersh is a link to mailto:tf@entermarketing.c
- 4. Logo My Account | Log Out You May Know Your Submissions Ram Reddy Refer | X Name Credits Director of IT at First Bank John Smith 50 View Details Tim Johnson Pending View Details Total Credits 50 Total Unused 50 Use Credits New Referral
- 5. Logo My Account | Log Out New Referral Contact Information (50 Credits) Name Important Note: Your Title submission will be confirmed for accuracy by IPM. Once the Required: Company elements of your submission are confirmed, IPM will add the •Name Address corresponding credits to your referral rewards account. You •Title Address 2 can check the status of your referrals on your account home •Company page by selecting “view details” City next to each contact •Phone State Zip •Email Phone Email Introductions (25 Credits Each) I have spoken to contact and mentioned would be in touch (IRep Name) I have sent contact an email introduction and CC’d (IRep Name) Contact Needs (25 Credits)) Please indicate in the space below, what the nature of the contacts IT challenges are and how you feel he/she can utilize our services. Submit Referral
- 6. Logo My Account | Log Out View Details Total Contact Value 50 Contact Information John Smith Title Credits Company Address 1 Address 2 City, State, Zip Phone Email Status: Confirmed Note: Introductions Can also include the following I have spoken to contact and mentioned [Rep Name] would be in touch to lead credit value: Yes Personal Meeting: 150 Status: Pending Opportunity: 300 Closed Sale: 1,000 I have sent contact and email introduction and cc’d [Rep Name] Yes Status: Pending Contact Needs Blah blah blah Status: Pending << Back to Dashboard
- 7. Logo My Account | Log Out Refer Contact to: [Contact Email Address] Change cc: [Rep Email Address] This will send an email to that person Message email will have a vCard attachment wi Sales Rep’s contact information. More information about vCards: http://en.wikipedia.org/wiki/VCard It will be generated by the server When someone uses this form to ref contact, the contact becames a “Refer Send the database. The following are mark “TRUE”: •Contact information is valid
- 8. Logo My Account | Log Out Rewards Gifts Note: Could also have a “Credits for Item: iPhone Item: iPhone Item: iPhone Cash” option where 2 credits Credits: 500 Credits: 500 Credits: 500 equals $1 – “cash” awarded in $25 increments as VISA gift cards IT Consulting You can also use your credits towards IPM’s IT consulting Services. Submit your project description below and IPM will prepare a quote. Simply discount your quoted fee by your number of credits earned. One credit = one dollar Your project description: Submit
- 9. Logo My Account | Log Out My Account Required: Name •Name Title •Title Company •Company Address •Phone Address 2 •Email City State Zip Phone Login information: Email Change your password: Password Confirm Save Changes
- 10. ADMIN SECTION Used by IPM representatives to manage their clients.
- 11. Email Password Sign In
- 12. Your Clients Your Clients Your Referrals You have 5 new referrals. 1 user redeemed their See them >> points. See them >> Prizes to Redeem Name Company Email Referrals Points Martha Washington Yahoo martha@yahoo.com 4 2000 Suggest a Referral George Washington Google george@google.com 3 1000 Suggest a Referral Abraham Lincoln Microsoft abraham@microsoft.com 2 50 Suggest a Referral Theodore Roosevelt AOL theodore@aol.com 1 25 Suggest a Referral John Adams Time Warner john@timewarner.com 0 0 Suggest a Referral Martha Washington Yahoo martha@yahoo.com 0 0 Suggest a Referral George Washington Google george@google.com 0 0 Suggest a Referral Abraham Lincoln Microsoft abraham@microsoft.com 0 0 Suggest a Referral Theodore Roosevelt AOL theodore@aol.com 0 0 Suggest a Referral John Adams Time Warner john@timewarner.com 0 0 Suggest a Referral Martha Washington Yahoo martha@yahoo.com 0 0 Suggest a Referral George Washington Google george@google.com 0 0 Suggest a Referral Abraham Lincoln Microsoft abraham@microsoft.com 0 0 Suggest a Referral Theodore Roosevelt AOL theodore@aol.com 0 0 Suggest a Referral John Adams Time Warner john@timewarner.com 0 0 Suggest a Referral Page: 1 | 2 | 3 | 4 | 5
- 13. Suggest a Referral Your Clients Suggest a referral to Martha Washington of Yahoo: Your Referrals Contact Information Prizes to Redeem Name Title Required: Company •Name Address •Title Address 2 •Company City Zip •Email State Phone Email SUBMIT
- 14. Your Referrals Your Clients Name Company Email Your Referrals Martha Washington Yahoo martha@yahoo.com Edit George Washington Google george@google.com Edit Prizes to Redeem Abraham Lincoln Microsoft abraham@microsoft.com Edit Theodore Roosevelt AOL theodore@aol.com Edit John Adams Time Warner john@timewarner.com Edit Martha Washington Yahoo martha@yahoo.com Edit George Washington Google george@google.com Edit Abraham Lincoln Microsoft abraham@microsoft.com Edit Theodore Roosevelt AOL theodore@aol.com Edit John Adams Time Warner john@timewarner.com Edit Martha Washington Yahoo martha@yahoo.com Edit George Washington Google george@google.com Edit Abraham Lincoln Microsoft abraham@microsoft.com Edit Theodore Roosevelt AOL theodore@aol.com Edit John Adams Time Warner john@timewarner.com Edit Page: 1 | 2 | 3 | 4 | 5 Mark all selected: Personal Meeting V SAVE
- 15. Your Referrals – Bulk Changes Your Clients You added “Personal Meeting” points to clients who referred the following contacts: • Martha Washington Your Referrals • George Washington • Abraham Lincoln Prizes to Redeem The following contacts had already been marked “Personal Meeting”: • Theodore Roosevelt << Go Back
- 16. Your Referrals: John Smith Your Clients Contact Information John Smith Your Referrals Title Company Prizes to Redeem Address 1 Address 2 City, State, Zip Phone Email Contact Needs Not provided. Please confirm the following: Contact information is valid. User has spoken to the referral about IPM. Note: Checkbox only appears if the user checked off the option when he submitted the User has sent an introductory email to you and the referral. referral. (see slide 5). Check the following: Met with the contact. Generated an opportunity with the contact. Closed a sale with the contact. Save Changes Exit Without Saving
- 17. Confirm Referral Your Clients There are no more referrals to confirm. Return to “Your Clients.” Your Referrals Prizes to Redeem
- 18. Prizes to Redeem Your Clients Name Company Email Prize Phone Your Referrals Martha Washington Yahoo martha@yahoo.com iPhone 212-731-2033 Prizes to Redeem George Washington Google george@google.com iPhone 212-731-2033 Abraham Lincoln Microsoft abraham@microsoft.com IPM credit 212-731-2033 Theodore Roosevelt AOL theodore@aol.com IPM credit 212-731-2033 John Adams Time Warner john@timewarner.com IPM credit 212-731-2033 Martha Washington Yahoo martha@yahoo.com IPM credit 212-731-2033 George Washington Google george@google.com IPM credit 212-731-2033 I have redeemed prizes for the selected contacts
- 19. SUPERADMIN SECTION Used by enter:marketing to add users, add sales reps, etc.
- 20. Email Password Sign In
- 21. Sales Reps Dashboard Name Email Referrals Unconfirmed Referrals Unfulfilled Prizes Edit Sales Reps Martha Washington martha@yahoo.com 4 0 0 Edit Users George Washington george@google.com 3 0 0 Abraham Lincoln abraham@microsoft.com 2 0 0 Manage Prizes Theodore Roosevelt theodore@aol.com 6 0 2 John Adams john@timewarner.com 10 4 0 Martha Washington martha@yahoo.com 0 0 0 George Washington george@google.com 0 0 0 Abraham Lincoln abraham@microsoft.com 0 0 0
- 22. Edit Sales Reps Dashboard Add Sales Rep Edit Sales Reps Name Email Add Users Martha Washington martha@yahoo.com Edit Delete George Washington george@google.com Edit Delete Manage Prizes Abraham Lincoln abraham@microsoft.com Edit Delete Theodore Roosevelt theodore@aol.com Edit Delete John Adams john@timewarner.com Edit Delete Martha Washington martha@yahoo.com Edit Delete George Washington george@google.com Edit Delete Abraham Lincoln abraham@microsoft.com Edit Delete
- 23. Delete Sales Rep Dashboard Are you sure you want to delete this sales rep? This action is permanent. Edit Sales Reps Re-assign the rep’s leads to this sales rep: Add Users -- SELECT ONE -- v Manage Prizes Delete & Reassign
- 24. Add Sales Rep Dashboard Name: Edit Sales Reps Add Users Email: Manage Prizes Password: Phone: Save & Add Another Save & Finish “Edit Sales Rep” is the same as this page, but with the fields filled in with the current details. More information about vCards: http://en.wikipedia.org/wiki/VCard Adding a sales rep will generate a vCar the server.
- 25. Add Users Dashboard Assign the leads to this sales rep: Edit Sales Reps -- SELECT ONE -- v Add Users Upload this file: Manage Prizes Browse Please upload a list of users as a CSV with the following column headers: Name | Title | Company | Address | Address 2 | City | State | ZIP | Phone | Email | Password Rows with the bolded fields blank will not be imported. UPLOAD
- 26. Manage Prizes Dashboard Current Prizes: Edit Sales Reps Add Users Manage Prizes Item: iPhone Item: iPhone Item: iPhone Credits: 500 Credits: 500 Credits: 500 Edit | Remove Edit | Remove Edit | Remove Add Prize
- 27. Manage Prizes – Add Prize Dashboard Name: Edit Sales Reps Add Users Credits: Manage Prizes “Credits” must be an Thumbnail: int. Browse Preview: Item: iPhone Preview Credits: 500 Save Preview is empty when Edit prize is the same, the superadmin first with the fields filled in. adds a prize.