E-Packet Customized Users Guide

E-PACKET - CUSTOMIZED USERS GUIDE
Thank you for taking the time to review our E-Packet - Customized users guide.
Customized E-Packets have generated 11% return in booked business when used by our subscribers!

You select specific brochure and sales items to appear in the navigation bar specific to that client's needs. The E-Packet-Customized solution feature allows selection of various home page templates (with specific information and photos). Sales Executive has complete control of the home page template allowing them to customize and add specific information. Allowing each Sales Professional to create web sites to market directly to each inquiry call or cold call by Market Segment or Individual. Each customized web site is also personalized with the client name and information. Customized E-Packets (web sites) are set up just as you would when sending a paper/email sales packet or media kit, but allows sales professionals to do this virtually in a faster and more effective way, saving you time and money.

Home pages are personalized to each Sales Executive's contact information. Once a staff member is logged into this program it atomically personalizes each home page with his or her contact information. Subscribers are able to track statistical information on each customized E-Packet and Sales Executive. Set up and changes are completed by VirtualSalesProfessional.com. You feed us the information, we create and maintain your sales tool!

For a free Internet Consultation please contact us at 480.272.6049 | Comments | Contact Us |

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This is an Administrator Page for your Sales Team. Linking your Sales Office to easy access to your electronic options. Select [Click here] to log in.

Training center is available for training new staff member to this program.
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ADMINISTRATOR HOME PAGE

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User Name
and Password protected

Log in = Authorized user's email address and your specified password you provide to us.
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EXAMPLE LOG IN E-PACKET - CUSTOMIZED

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1. E-Packet Stats Report
- Customized
View stats and run reports
(Easy Access to your Report)

2. E-Packet Stats Report
- Complete (Hotel/catering use only)
View stats
(Easy Access to your Report)

3. E-Packet Training Center
(Information & Training E-Packet)

4. Contact Us
(Easy contact for changes by email)

5. Client specific Messages Communication center area

6. Global Messages
Communication center area
(all subscribers)
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COMMUNICATION CENTER

***If you are logged into your Administrator <clicking on> "E-Packet Training Center" will log you out of your "Live" Administrator. You will need to log back in when you return.

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Select from various Home Pages to accompany your Customized E-Packet
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Templates are created with your background images, information, corporate colors, images, borders, logos and text information.

HOME PAGE TEMPLATE SELECTION

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Use this area to enter email address, BCC, subject, and body. This content will be viewed by your client within email when submitted.
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Send multiple emails by adding a comma (,) between each email address.

EMAIL SUBJECT - Reference this E-Packet in the Email Subject title. A copy of this E-Packet will be sent to the senders email, if you have several of these in your email box you will want to easily reference this E-Packet rather then have to click on each one to review.

EMAIL DETAILS ENTRY

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This information is coded in your E-Packet Customized Home Page.

First Name, Last Name, Greetings (Dear), Title, Organization
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CLIENT INFORMATION

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This information is coded in your select Home Page if needed.
Hotel or Catering Subscriber user only

Event Name = Wedding, Conference, Breakfast Meeting, Seminar etc.
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EVENT INFORMATION Hotel/Catering Users Only

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Depending on the client's needs, select items you wish to include in the navigation bar of your Customized E-Packet.
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CUSTOMIZED E-PACKET NAVIGATIONAL BAR

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This area allows the sales person to include notes on the client. THIS INFORMATION IS SENT TO THE SENDER ONLY! THIS IS NOT COPIED TO THE CLIENT. AS A GOOD RULE OF THUMB NEVER ADD ANYTHING IN THIS AREA YOU DON'T WANT ANYONE TO SEE!

Address, Phone, Fax, Notes
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SPECIFIC NOTES & CLIENT CONTACT

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SUBMISSION OPTIONS
Once an E-Packet Customized is submitted you will no longer be able to make edits. Resending is your only option.

- Preview
- Save
- Customize
- Submit
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PREVIEW, SAVE, CUSTOMIZE AND SUBMIT

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We have set up various Home Pages that will appear with all new E-Packet Customized. "Customize" will allow users to customize their selected Home Pages with additional information pertaining to specific clients. You have complete manual control of your Home Page in "Customize."

Please make sure that all form information is correct and filled out before clicking on "Customize".
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VIEW TO CUSTOMIZE

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E-Packet Customized is sent to prospective client and a copy of the information is sent to the sender via email. This information is also stored in your E-Packet Customized Stats information.

Once an E-Packet Customized is sent it can no longer be edited. See below for more information on resending an
E-Packet Customized.
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SUBMITTED E-PACKET CUSTOMIZED

FOLLOWING UP WITH YOUR GUEST AND PROVIDING EDUCATION OF YOUR HOTEL SALES AND CATERING SALES E-PACKET FOR FIRST TIME USERS WILL BE VERY BENEFICIAL IN CLOSING THE SALE.

Additional Idea's

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Corporate logo can be added by doing a cut and paste from the client's web site.

Open client's web site
Place curser on client logo
Right click your mouse
Select "copy"
Go to your administrator
under "customize"
Select location on template
Right click your mouse
Select "paste"

This will only work if the logo is a .jpg or .gif (animated logos will NOT work)
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ADD A CORPORATE LOGO

Example E-Packet Home Page Template

Corporate Home Page
Template

ADD A CORPORATE LOGO (EXAMPLES)
Corporate - Government

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E-PACKET CUSTOMIZED
Create a Customized E-Packet and use the address link in your bulk email to clients. Create promotional home pages with the selected navigational bar items.

Simply cut and pasta the link address in your bulk email system.
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USE LINK ADDRESS IN BULK EMAILS

Sent E-Packet Customized
This report can be found in your communication center upon log in

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May vary depending on the end user's email service.
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EMAILS WILL APPEAR

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Client will be emailed the following information
(and BBC)
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EMAILS WILL APPEAR (CLIENT)

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Staff member will be emailed the following information
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EMAILS WILL APPEAR (SENDER)

Stats Reporting E-Packet Customized
This report can be found in your communication center upon log in

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STATS REPORTING
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This is where you will organize your Customized E-Packet (Active E-Packet Customized Statistics). Select "Options" beside the Status, and select the file to transfer from drop down box.

Only the Sales and Catering Manager logged in has access to change status of an E-Packet Customized "Options." (Sent or Under Construction will appear in this area under status.)

Cold Call Report File
Sales Call Report File
Inquiry Call Report File
Proposal Report File
Booked Business Report File
Lost Business Report File
(A text pop-up box will appear before it saves in "Lost Business" to add reason.)
Promotion Report File
Archived Report File
Aggregate Reprot
(Numbers broken down by sales person, options by month.)

Most current E-Packet Customized sent will appear at the top of listing.

STATS REPORTING

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Run reports by different sales team members. Select Name, Beginning Date and End Date.

Each Report has this feature
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RUN REPORTS

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Options
Under Construction Status
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UNDER CONSTRUCTION STATUS OPTIONS

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Options
Sent Status
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SENT STATUS OPTIONS

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EMAIL RESEND
Located under your E-Packet "Stats Report Customized"
If you have entered an incorrect email or wish to send a "sent" E-Packet Customized to additional people simply select "Resend E-Packet Customized" and enter correct or additional email address.
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E-PACKET CUSTOMIZED RESEND (EMAIL)

Stats Reporting E-Packet Complete
This report can be found in your communication center upon log in

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Your complete Sales and Catering Packet listing (once your E-Packet is on line your stats will appear on the Communication Center after log-in)

BREAKDOWN

Unique - Visited your E-Packet site once in a month
Total Hits - Overall E-Packet hits
Directory - Hits from WebEventPlanner.com Directory
External - Hits not from WebEventPlanner.com Directory
Contact Form - Inquiry Submissions from your E-Packet
Email Form - Email Submissions from your E-Packet
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COMPLETE E-PACKET STATS REPORT

Hotel or Catering Users Only

This report can be found in your communication center upon log-in

Active Demo E-Packet Customized

Click here

USERS NAME - demo@webeventplanner.com
PASSWORD - demo

For a free Internet Consultation please contact us at 480.272.6049 | Comments | Contact Us |