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Tour of the EZinTouch.com system


The heart of EZinTouch is your database: secure, accesible and user friendly. The system is simple, yet powerful. The following pages present snapshots of a live account. We will walk you through them one feature at a time to give you an idea of how it all works and how easy it is to use.

The Home Page
Importing and Integrating with Plaxo
Creating and Editing Contacts
Custom Fields
Communication Logs and Gifts
Newsletters
Archives and Blogs
Templates
Website visitor registration
Configuring the visitor page
Inviting constituents to update their own information
Advanced actions - from the Advanced page
   Formating and displaying primary contact information
   Removing duplicates
   Printer friendly contact lists
   Set fields to specified values
   Mailing labels
   Subscribe queries to newsletters
   Print email listings
The Advanced page
Email logs
Bounced emails




The Home Page

The first page after login is your home page. It gives you direct access to your contacts for easy searching and sorting. By default the most recently viewed contacts are displayed first. Each question mark is clickable and provides a detailed explaination of the tool or feature beside it. Options for displaying and sorting contacts appear at the top of the page while options for emailing and exporting appear at the bottom.

Please note that Groups are made up of contacts while Clusters are groups of Groups.

To start you may want to import contacts from another system - see the next section...

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Importing


You can import contacts from any other contact management system that can save tab or comma delimited text files, frequently referred to as CSV files. This includes Excel, Outlook, Palm Desktop, ACT!, Goldmine, Sidekick, Lotus Notes, and many other programs.

You can also integrate your EZinTouch account with Plaxo:

Plaxo is a third party synchronization program that works with Yahoo!, Gmail, Hotmail, AOL, Outlook, Outlook Express and other systems.


Importing files into EZinTouch is simple. Simply locate the file, upload it, and match its fields with those in the system, as demonstrated below.

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Creating and Editing Contacts


Each time you create or edit a contact a new window opens. It automatically scans the system to determine if the email address(es) you enter are unique or duplicates. For duplicates, the system helps locate originals. Beyond basic contact information, the system can store custom fields as well as log communications and donations. To access this information you will only need to click on "Show Details" or scroll down.

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Custom Fields


There are 30 text-based custom fields and 10 date-based custom fields. Text fields can either be one line entries or dropdown options. All custom fields can be labeled as well as hidden or shown.

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Communication Logs and Gift Histories


Communication logs are convenient for recording emails, phone conversations, IM conversations and more, including attachments. For an extra cost an email address can be provided that will allow you to email log entries into the system for automatic association with the appropriate contacts as determined by email addresses.

The Gift History system allows you to record donations as they come in recording information about date, ammount, thank you letters and more.

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Newsletters


One of the most useful features in the system is a tool for creating and sending email newsletters. This includes graphically enhanced (html) as well as plain text emails, a subscription management system, subscriber statistics, and even dynamically generated recipient lists that are subscribed to newsletters as database queries. All return-emails are processed and unsubscribed accordingly. At the same time all duplicates are removed when the mailing is launched. For an extra charge you can also automatically publish your posts as blogs, RSS, XML, etc.

There are also templates and archives.

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Archives and Blogs


All newsletter emails and/or blogs are publicly archived and can be deleted by the newsletter owner.

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Templates


A convenient template tool allows you to setup the html header and design of your newsletter once making only text edits necessary for succeeding emails. There are several sections of the template that give you near limitless control. They include the header, footer, table of contents (which is generated automatically), opening paragraph, and the primary content - permitting an unlimited number of articles.

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Website visitor registration
Every user has the option to enable a public registration page which will allow website visitors to automatically submit their contact information (and optionally a message) into your database through a web page. The page can be configured automatically or by you.

Forms can also be configured on other websites to submit data through our simple API.

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Configuring the visitor page


The public registration page can also be configured to email incoming content to a specified address and/or to bounce the visitor to a specific website after registration.

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Inviting constituents to update their own information


Like the more common Plaxo system, EZinTouch allows users to send address confirmation updates out to friends and constituents. If your database is slightly out of date this feature can be useful to get it up to date. You personalize the outgoing message and ask for confirmation about primary contact information as well as custom information if appropriate.

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Advanced Actions


The Advanced page allows you to conduct complex searches across your database but it also allows you to process and present the resulting information in many ways.

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Formating and displaying primary contact information


With the click of a mouse primary contact information of dozens of contacts can be retrieved in a form that is ideal for cutting and pasting into emails or documents.

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Removing duplicates

Duplicates can be identified by matching across many different fields such as name, email, company, address etc. The system will invite you to process duplicates interactively or in batches, showing relevant information for each pair including contact information, associated groups, and the presence of communication logs and/or gift histories.

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Printer friendly contact lists


Contact lists can also be generated in a handsome printer friendly format which is convenient for printing at conferences.

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Set fields to specified values


When necessary fields of certain contacts can be set to specified values.

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Mailing labels

Mailing labels can easily be generated with the click of the mouse. By default mailing labels are generated in html but for an extra cost mailing labels can be generated as PDF files for easy printing on Avery 5162 (2 columns) labels or Avery 5160 (3 columns) labels.

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Subscribe queries to newsletters


Queries that are configured in Advanced searches can be subscribed to newsletters.

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Print email listings


Listings with just names and emails are easily generated as well.

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The Advanced Page


Many other options are available from the Advanced page. Study below to see.

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Email logs


A log is kept of all outgoing emails sent from the system. You can click on the username on the left to open up a new window displaying the full content and header information of the email. You can also track the success of your email outreach to answer questions such as how many people openned your email, how many times links were clicked, and more.

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Bounced emails


All dead emails are processed by the system and automatically unsubscribed after bouncing on 5 different occasions. Clicking on a bounced email address from this page automatically searches the database for the appropriate contact allowing you to update information appropriately.

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