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  How To Set Up the Relationship Manager


This step-by-step guide walks you through the process of setting up the Relationship Manager tool on the DoWellWebTools platform at YourWebEmpire.com.


STEP
#1

Brainstorm


Think about how you want to use your Relationship Manager. This will help you choose the right settings in the setup process. Some questions you want to ask yourself are:

  • What custom fields do you want to add? That is, what information do you want to store in the database with each user/contact record?
  • What are some of the status' you will want to assign to each user/contact? For example, "Prospect," "Paid Client," "Not Interested," etc.
  • Do you want to have multiple membership levels? You can have up to 10. What will they be named?
  • Do you want to use e-mail lists? What will they be named?
  • Do you want an open or closed registration? In an open registration, people can register from your tools. In a closed registration, you need to add the people to your database.
  • What fields do you want to include on the open registration form?

Important!

  Important Note!

There is no "Activate" for the Relationship Manager tool because it is the main tool that is activated by default.

STEP
#2

Set the General Configurations


In the "Configure" section of the tool, go through each section and complete the information. Each section is described in detail in this manual. This tool has several custom configuration sections which you want to save for the next step: Tool Setup, Custom Fields, Membership Levels, Custom E-mail Lists, Open Registration.


STEP
#4

Complete the Information in the Custom Configuration Sections


This is where you customize your tool based on your brainstorming in step 1. Each value is explained in the section. Enter in the values and click the "Configure" button at the bottom of the page. At this point, you can always come back to this section and tweak anything that needs tweaking.




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