Welcome to InTouch!

This page will guide you through some easy step-by-step instructions on what to do first with your new InTouch site. It's best to get started with these steps right away so your Kickoff Meeting and/or Training Sessions can focus more on InTouch usage and reviewing any questions that arise as you get started.

Log in

Log in to your site at https://app.intouchfollowup.com

Your initial username and password will be provided via email shortly after your signed agreement is received.

Edit Club Details

Update your club's name, address, phone, etc so that it can be used for your email and text message communication.

1. Go to the gray Admin tab on the far right
2. Select Club on the blue bar
3. Click Edit in the bottom center
4. Complete the Club Details section on the left hand side
5. Click Save in the bottom center
   
   

Add Staff

Add a staff account for anyone that will need access to your InTouch. It's best for each staff account to have a unique email address. Sales and Management Staff should all have their own account, however, you many want Front Desk staff to share one login if they won't be responsible for individual lead or member follow-up.

1. Go to the gray Admin tab on the far right
2. Select Staff on the blue bar
3. Click New Staff from the Admin Links menu on the left hand side
4. Enter the staff's Contact Details (red asterisks indicate required fields)
5. Create a username and password. When your new staff logs in, the new user will be prompted to update his/her username and password.
6. Select a Permission. This is the level of access this person will have to various InTouch features. Permissions are set up on our best practices, but can be created and/or adjusted later on.
   
   
   
   
7. If you have multiple clubs to which this particular staff person needs access, complete the following. If not, skip to #11.
   Click Edit under Can Access Following Clubs
8. On the left side, click the green plus button next to each location to which this staff needs access. This will move the club to the right side column.
   
   
   
   
9. Click Save to return to close the Club Access box
10. Click Save in the bottom center to create your new staff account

• Learn more on how to add or edit staff.
• Learn more on assigning staff to multiple locations.

Set up your InTouch Lead Check-In Kiosk

If you've selected the InTouch Lead Check-In license option,

1.  Set up your iPad to turn it into your lead check-in kiosk. Follow all instructions up until entering your kiosk license number. This number will be emailed to you or provided to you during your Kickoff Meeting.
2. Customize your kiosk settings and, most importantly, add in your club's liability waiver.

Prepare your data import files

 If you've selected the Data Import option*, you'll need to prepare two files: one file for lead data and one file for member data.

1.  Prepare each data file to ensure your data gets imported correctly. Your Customer Success Representative will instruct you on where to send these files during or after your Kickoff Meeting.

*Data files are not needed for ABC DataTrak customers. Details will be discussed in your Kickoff Meeting.

Review Follow-Up Best Practices

All new sites are set up with our best practice follow-up schedule enabled. With this already set up for you, leads and members will start receiving emails and text alerts without any additional work on your part. However, we do recommend you review all email and text content as it is important to see what communication being sent on your club's behalf.

1. Review the email content and schedule. 
2. If you'd like to make make changes, you can edit existing content and/or create new content at any time.
   

Prepare the following items for your Kickoff Meeting

Club Logo

• • A horizontal logo works best. File format can be .jpg, .jpeg, or .png.
  • We'll upload your file during your Kickoff Meeting and apply it to your email template

Guest Card Question Changes

The Guest Card (also called a Guest Courtesy Card or GCC) is a list of questions you want sales staff to ask your guests when they come in for a tour. The Guest Card can be used with or without the Lead Check-In option, however, with Lead Check-In you can set up your iPad kiosk to ask your guest the first few questions of the Guest Card when they sign in and allow your staff to ask the remainder one on one.

• • All new sites are set up with our best practice questions for Guest Cards. Any changes should be made as soon as possible to avoid any loss of data later.
  • Review our best practice Guest Card questions and decide on any changes you'd like your Customer Success Representative to make..

Telephone Inquiry (TI) Script Changes

• • All new sites are set up with our best practice questions for new telephone inquiries. Any changes should be made as soon as possible to avoid any loss of data later.

  • Review our best practice TI Script questions and decide on any changes you'd like your Customer Success Representative to make.

     

Advanced Options

Congratulations! After completing steps 1-7 your basic InTouch setup is complete!

The next steps are to learn how to use InTouch, start adding leads, and also learn about the many different customization options.

For example, you may want to:

• Set up a Web Lead Form (and corresponding email) to capture new leads from your website
• Add the Facebook Lead Generator App (and corresponding email) to capture new leads from your club's Facebook page
• Subscribe staff to the Nightly Club Activity Email report to receive an email each morning with your club's previous day's activity
• Set up group calendars to view multiple schedules at a time
• Add or change Lead Sources, Not Interested Reasons, and/or Member Cancellation Reasons
• Adjust various Permissions to add or restrict features for staff roles
• Adjust settings for Appointment (Event) Types