Hello and welcome to Ezypzy!
Congratulations and thank you for signing up for your Ezypzy account. We know that most people don’t usually read these sort of welcome messages, but we hope you will anyway, as we would like to tell you some of the ins and outs of your new Ezypzy account.
So you’re signed up with Ezypzy… what now?
Start off with your contacts database
You could start by entering in your contact details. There are a few ways you could do this: adding them one by one, adding them in bulk, or importing them. Instructions for bulk adding can be found here, and instructions for importing here (along with a nifty video here).
Don’t forget to TAG your contacts! Tag them as how you would like to remember them. Here are some examples how you could do this:
Is he a colleague? Tag COLLEAGUE
A relative? Tag him a RELATIVE
Danny introduced her to you? Tag her DANNY’s FRIEND
… and she’s an attractive number that you want to get to know better? Tag her a HOTTIE
Well, you get the idea. The main thing is to tag them so that the next time you want to search for them and all similar contacts, all you need to do is click the right TAG, and you’ll see a whole list of them. You might also want to think about how you want to use Ezypzy: this will certainly help you figure out what tags to use. You might want to use Ezypzy to organise your wedding, so you’ll want to tag your contacts as Bridesmaid, Helpers, Caterers, etc. If you have a Band, then you might tag them as Fans, Bandmembers, Club Owners, Gig Managers, and so on. Check out our blog at http://blog.ezypzy.com for ideas on how to put Ezypzy to use.
Use the Custom Fields feature in each Add Contact Form to add as much information as you wish. Create templates for each type of contact you would like to have… for example, you might wish for all your “Employees” type contacts to have the field “Work Experience”, or all “Relative” contacts to have a “Relation to you” field (so that you figure out which one’s your second cousin once removed, and which is your third cousin’s father in law… or something like that).
Going on to Listings
Listings is a way you can get information out to your users on-demand. How does that work? Here’s a scenario.
Let’s say, in a week long music event where performers change each night, and are at different locations. So, the user create a Listing for “Performers Today” . The user can then enter in the relevant details, and assign “PerformersToday” as the EzyKode. Next, the user post up in posters, bulletin boards and wherever: “To know who is performing today, type EZY PerformersToday and send it to 36881″.
Immediately and automatically, when the public sees the code, and upon sending the Text Message request, the public will receive an Text Message reply with the relevant details, in this case: “Performers Tonight: Mindy Smith at Stage 1 @ 7pm, Jewel at Stage 2 @ 7.30pm, Deana Carter at Stage 3 @9pm”.
Another scenario would be if you wanted to sell something, like, a house. Classifieds and signage space is pretty limited, right? So you could put it on the “For Sale” signboard “For more information about this house, and to receive images, send EZY HOUSE001 to 36881”. This means you would have to create a Listing Item for the house, set HOUSE001 as the EzyKode, and insert all the details you wish your users to have.
When a request for information is made via the Listing, the number will be captured, and Ezypzy users can choose to add this person to their contact list, effectively becoming a lead generation tool. People who have used Ezypzy to manage their clients have found this especially useful, as each time a request is made, they can follow up and convert the Lead to a Client or just manage their Client relationship better.
Send out Text Messages
Once you have entered your contact details and have Tagged them appropriately, you are ready to start broadcasting stuff! Just click on any of the tags to send out group Text messages.
Don’t forget to top up your Ezypzy credit so that you will be able to send out messages.
Tasks
You can create notes, and can convert a note to a task by simply assigning a due date for it. In addition to that, reminders can be set and you can choose to receive those reminders via Text Messaging or E-mail. These Notes can be just general notes, or can be tied to a Contact or a Listing. Just click on “Add a Task” which appears at the bottom of the Contacts page, or on each Contact Details page.
Get to it!
So there you have it, the ins-and-outs of your Ezypzy account. Please check the website and our blog from time to time, to updated about the new features of Ezypzy, as well as to get ideas on how you may use it.
