Getting Started with InTouch – Five Steps

Below is the information managers will need to get their club up and running.
(Staff, Calendar, Email Report, Follow-Up Schedule & Imports)
Log in to your club's site at http://app.intouchfollowup.com
A username and password will be issued for each club or will have been created with you during training
1. Add any other staff that will be using InTouch (ie: sales, trainers, desk, etc)

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*If the person's schedule stays the same each week, you can click Copy Week, go to the next week and click Paste Week. Then make minor adjustments as needed (changing Tuesday's hours next week will not change Tuesday's hours this week – it's just like copying and pasting in a Word document).



3. Check the nightly email report list to make sure everyone you want to receive this email is on the recipient list.* (Screen shot is on next page) 

• Go to Reports > Email Reports > Get Report
• To add staff, click the green + button to the left of their name (left column)
• To remove staff, click the trashcan to the left of their name (right column)
• Save

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*This is the email sent each morning that shows yesterday's lead and sales activity for the club.
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4. Review and customize your Follow-Up Schedule (Calls, Emails & Texts)

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To customize a follow-up call:

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1. Select the follow-up call you wish to customize and click Edit or click New Call under the Quick Links menu. Image Removed
2. In the call on day field, choose the number of the day you wish the follow-up call to be scheduled for.

Note: The Call on Day value refers to how many days it has been since the lead was first entered into the InTouch system.

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1. In the From Name field, enter the Name of the person to display in the outgoing email.
2. In the From Email Address field, enter the email address of the person the email will be coming from.
3. In the Subject Field enter the subject of the email.
4. In the Send on Day field, enter the day you wish to have the email sent out on.

Note: The Send on Day value refers to how many days it has been since the lead was first entered into the InTouch system.
Dear Kelly, …please call our front desk at (222) 222-2222

1. Choose the status of the email (On/Off).
2. Choose the template you wish to use for the email. Templates determine the header and footer information for your email, as well as your Logo. Templates are covered in [Section #] of this manual. 
3. Modify the content of an email message by editing the text in the center portion of the screen. Be careful when modifying Merge fields (e.g.: $!{user.firstName}), as these are pre-configured to automatically input your contact information.
4. Insert additional merge fields (if desired), by selecting from the list of merge fields located on the right side of the screen and clicking Insert.
5. Click Save.

To customize a text message alert:

1. Select the Follow-up tab
    
2. Choose Text Alerts

1. Select the text message alert you wish to customize and click edit.
2. Modify the content of the text message as required. Be careful when modifying Merge fields (e.g.: $!{user.firstName}), as these are pre-configured to automatically input your contact information.
3. Insert additional merge fields (if desired) by selecting from the list of merge fields located on the right side of the screen and clicking Insert.

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