Create Your Test List

1. June 2016

Click My Contacts from the list on the left of the Dashboard to open this feature.

The first thing to do—and we cannot stress this enough—is to create a Test List for your own internal use only.  Click Add New Contact List, then give your list a name (e.g., Test List) and click Save.

Your new empty mailing list shell appears in the main list, showing the created date, the number of contacts, a Manage Contacts option, plus Copy, Edit and Delete. You’ll use your new test list to send your campaigns to yourself and one or two other colleagues before full-scale broadcast.

You can change the name of the Contact List by clicking the Edit pencil, making your change, then Update. And of course, you can delete a list altogether, which can’t be undone.

It’s easiest to populate a small test list by adding contacts manually one at a time. Click Manage Contacts for the test mailing list you want to populate.  Click Add Contact(s), fill in your information, and click Add (or Save and Add New). When you’re finished, click the Back button to return to the list of Contact Lists, where you’ll find your test list with the number of contacts visible.

 

 

 

 


Business Builder How to Voodoo Guide

CSV Import Wizard

1. June 2016

Have lots of contacts in a CRM or Excel spreadsheet?  Use Voodoo's Import Wizard. 

Import Contacts from any file in CSV (or comma-separated) format. Click Manage Contacts for the Current Contacts list you want to populate. You’ll see 0 Contact(s) Found.

Start by exporting the list from your current email or contact management application. You might need to explore your current app’s help menus to learn how to export your selected data in CSV format. Most apps do this in their sleep!  Just Export or Save As a CSV file.

NOTE: You only need three database fields for a standard Voodoo Contact List: First Name, Last Name, and Email Address.   However, with Voodoo’s complete contact management features, you can also import other information about your contacts including: Company Name, Title, Address, City, State, Zip, Phone, Mobile Phone, Fax, Website URL, even Custom Fields you create.

How does Voodoo do that?

Voodoo keeps a hidden Master Contact List on your behalf, maintaining the unique Contact Data for each and every person in all of your Contact Lists, based on their unique email address.  You can even add and remove a contact from various lists very easily. 

Business Builder, Contact / Database Lists, Quick Tip, Business Builder How to Voodoo Guide

Create a list of Current Contacts

1. June 2016

Click Add New Contact List. On the Contact List Info tab that appears, give your list a name (e.g., Current Contacts) and click Save.  Now click the Contacts tab and proceed to load up your list.

Easy ways to bring contacts into your Voodoo account:

FAST:  Most CRMs, databases and spreadsheets can be saved as a CSV file for easy import. See how here.

ENTERPRISE:  You can import contacts directly from your Salesforce account. See how here

WORK-SAVER:  You can import from a list already in your Voodoo account. 

EASY:  You can import contacts directly from most popular contact systems like Gmail, Yahoo, Outlook, etc.  See how here.

Business Builder How to Voodoo Guide

Managing and Viewing individual Contact records

1. June 2016

Voodoo is not intended to be Customer Relationship Management (CRM) system, but it contains some powerful CRM features and can be used in conjunction with many CRM, accounting, shipping and other systems.  It can also be automated through our Advanced Programming Interface (API).

You can review and edit any individual contact’s information with ease.

From the My Contacts page, click Search For A Contact, then search for the contact you want.

From the Manage Contacts area, use the Show/Hide Search Filter button, then search for the contact you want.

In any Contact List view, just click the Edit pencil for any contact to open up that Contact’s record. 

Business Builder How to Voodoo Guide

Stage Three: Build and Send an eVideo Campaign

31. May 2016

Now comes the exciting part.  You’ve created an Email template with a link to your Video Sales Message or other content.  You’ve uploaded and checked your Contact List, and now you’re ready to broadcast.  It’s so easy…you’re gonna love this.  

 

IMPORTANT TIP IF YOU'RE NEW TO VOODOO:  Please...and we cannot stress this enough...always send a test campaign to your test list (yourself) before sending to a larger group.  That way you'll receive the actual campaign Email yourself.  You can click through to check your video, survey or trackable link, your tracking stats, etc.  Make sure everything is working perfectly.  [Alternatively, you can use the Send Test Email feature as a shortcut, but it is more susceptible to getting caught in junk mail filters and will NOT appear in tracking stats.]

 

>>> NEXT SECTION:  

OPTIONAL STAGE:  Auto Scheduler  

STAGE FOUR:  My Reports

 

 

 

Business Builder How to Voodoo Guide

Optional State: Auto Scheduler

31. May 2016

Stage Four: My Reports

31. May 2016