OVERVIEW
1) Getting Started
- Discover the main features of AgencyintheCloud
CONTACTS
2) Manage Contacts
- Learn how to add, search and edit Contacts in AgencyintheCloud
- View Contact history
- Assign Contact type
- Advanced search
3) How to create Contact Groups (distribution lists)
How to create, modify a contact group
How to import contacts from Outlook or Gmail
PRESS RELEASES
4) Create a press release
- How to create a press release
- Attach related articles to the release
- How t0 add a logo or an attachement
- Import text without formatting
5) Manage your press releases
- List releases by client or date
- Edit a release
- Approve a document before broadcasting
- Broadcast a release through RSS
6) Broadcast a press release
- Personalize your email
- Create a mailmerge using your contacts and contact groups
- Use chinese chinese characters in your email
- Understand the broadcast report
7) Following up with journalist – The Call Sheet
- Customize the call sheet by adding or removing columns
- Modify status of a journalist
- Perform a search by client or status
- Export the call sheet to a Word format
