We have introduced an updated version of our Email editor called "Drag & Drop PRO" Check out our video tutorial (hosted on YouTube) by clicking HERE read more
GDPR is coming and by now everyone is aware of it to certain extent, but one of the most important things that you need to do in the run up to the roll out of GDPR, is to get consent from your contacts so that when it comes in, you can still communicate with prospects and customers.Here is a quick little video which shows you how you can get consent using InTouchTo help you gauge where you are in getting consent for your whole database, we will be adding the... read more
We’re currently working through lots of things related to GDPR but we’ve also added in a few new updates you may be interested in.Two Factor AuthenticationKeeping your data secure has always been a priority of ours and with GDPR round the corner you can now add a extra layer of security to your account in the form of a 4 digit pin. I would certainly recommend you enable this via settings.Create a task on the goIf you send an email to task@yourcrm.co.uk from the email account you use to login to InTouch, we’ll... read more
This morning (12/12/2017) there was a short period of time where our system was not available, as soon as we discovered this, we launched an investigation on all fronts to discover the issue. This lead us to our hosting company UK Fast, who had suffered a power outage at one of their data centres, which then also suffered a secondary issue with their backup generators not kicking in.As soon as we realised the issue, we chased UK Fast as much as humanly possible to ensure that our services were given... read more
We have just added some more videos in our How to series...Click here to our Videos support page read more
We have just released 5 more [How to] Support videos to help you with your InTouch journey!Click here for our InTouch Support Videos page read more
We are pleased to tell you that we have released a number of new enhancements to the system!Updated homepage widget graphsSubtle redesign of Dash boardMoved settings up to the top right and shifted things up the page slightlyAdded filter by group for OrganisationsIncluded Overdue tasks in user reportingPut in place the setting to allow users to default to see the Organisations when they click on “Contacts” in left menuIncluded new setting for contact filtersMove all settings to one pageAdded the ability to include Organisations in a groupShown the number of... read more
Thanks to you all for your understanding whilst we made the move over the weekend to the new servers at UK Fast. We completed the move over the weekend and we believe that bar a couple of small issues, everything went as we had planned. We did experience a small issue with our payments system taking a payment when it should not have done and so our apologies for this. Any payments that should not have been taken have now been refunded but if you do have any questions about... read more
Hi everyone! At InTouch, we are constantly striving to improve our product and the best way for us to do this is by listening to customers feedback, which we always welcome! As such we've now added 3 brand new features into the system, which are all aimed at making your lives easier, so you can spend more time on converting more prospects into customers. Here are the 3 new features, with the links showing you more details, hope you find these as useful as we are! 1)... read more
At 7pm next Friday evening the 28th of July, InTouch will be taken down whilst we make the move to our new server infrastructure with UK Fast. From this time, you will not be able to login to the system and make any changes to your account until the move has taken place. We expect that this will be done by 10pm on Sunday 30th July providing everything goes well. All of your data and account records will be moved over as part of the transition and there is nothing... read more
Our goal here at InTouch is to provide the best possible software application for you to use to grow your business. You may have seen a blog I shared a couple of days ago about how we are focusing our development efforts on improving InTouch to allow you to convert more prospects into customers. A major part of that focus is ensuring we make the application run as quickly as we can so that you can get on with the job of winning new business.Read more important information... read more
Today we have released some really useful new functions for your InTouch Organisations and their Primary Contacts!Do you have Organisations with linked contacts in your InTouch account?Do you conduct some or all of your business with Organisations? (B2B)If the answer is YES to the above questions then READ ON...1. You can now send Email campaigns to Organisations (and their linked contacts)...Click here to find out more!2. You can now use Organisation custom fields in your marketing messages...Click here to find out how!We would really value your feedback on this new... read more
We are pleased to let you know of our most recent enhancements made 'live' for today:1. Custom Contact History TypesYou now have the ability to add to your list of contact history types to make your recording of contact history even smarter!Just go to Contacts > Settings and add to your list:2. Add Custom Field tags to your SMS campaignsYou can now keep your SMS campaigns even more targetted and personal by using the custom field tags. To see which tags you have just click on the tag list link shown on... read more
We have just launched 7 new enhancements to the Contact record structure:1. Call Scripts can now be added to support your sales staff and new members of staff or even to coach existing staff! (File Manager > Call Scripts) Call scripts can be a really useful tool to provide a consistent and professional approach to telephone conversations and in the sales environment to help close those all-important deals! They can also ensure accuracy and attention to detail. It also enables one... read more
We are always keen to keep improving our InTouch system and the Email editor is no exception to this, in fact we have welcomed feedback from our valued customers in this process!We launched our 'new' drag & drop email editor at the start of this year and have tweaked it to improve it over time.Now we have given it an overhaul to really boost the functions and look & feel. Several customers have given us valuable food for thought in this process and so thank you to them! We are... read more
As you know, here at InTouch we are constantly looking to develop new ways to help you and your business grow. Our latest update released just this morning aims to do just that.Most businesses are drowning in data while starving for actionable intelligence that helps them be more targeted and accurate in their sales and marketing efforts.We all want the insight to help us close more business but how can we get this in a simple and easy way? We have this morning delivered something which I believe addresses this... read more
We are always looking at ways in which we can improve InTouch to ensure it helps you achieve your business goals. In the last few months, customers have given us feedback on where they would like to see us improve and so we have been busy beavering away to deliver those improvements! Putting changes live sometimes requires a small period of system downtime and we will be making these changes tomorrow morning so meaning InTouch will not be available from Tuesday 10th May 2016 from 6-8am GMT. We hope that... read more
Hot on the heels of our recent releases, integrations and enhancements, we have more good news for you...Surveys within automationYou can now build in sending a survey within your automation actions...read more...Leads and sales automationAutomate your communications / actions for each stage of your pipeline! read more...Options within GroupsMake your workflow even smarter by using the new Options menu within Groups! read more... read more
We've hit mid-February and its been full steam in the InTouch office, with new functions, tweaks and the odd bug getting sorted! So I just wanted to run through some of the major highlights that you can find in the system: - New Email Editor - The biggest and most highly anticipated update to the system has undoubtedly been the email editor. The InTouch email functionality now offers a visibly superior experience and a much larger choice for the templates you can create and modules you can include within the emails.... read more
During the last launch we moved a few features to better place them: -Webforms - These are now located in the Automation tab of the system along with Update FormsUpdate Forms - These are now located in the Automation tabIntegration - This is now in the MY Accounts TabAll of these changes were made with the future in mind, as we continually look to develop the platform to help you and your business read more
The NEW InTouch Drop and Drag EditorOver the last few months, we have been working on a brand new email editor which will give you a completely new experience when it comes to building your important email newsletters, marketing and customer communications.The new email editor is based on a very simple, yet powerful drop and drag principle. Allowing you to build the email layout you want and more!So here is how it is done:To start building your email, you simply go to Email on the left hand menu and this... read more
In the last few weeks we have done a number of soft launches on different functionality, here is a list of what we have done: -1. Google Mailbox - this is a fantastic addition which allows users link their gmail mailbox with intouch and send/receive emails from within the one platform. This logs the emails in contact history so you never miss another important customer communication. Click here to find out more2. Google Calendar - this integration allows you to bring your google and intouch calendar together and have that two way... read more
Another string to your advanced automation bow is Fixed date automation!What is Fixed date automation? Click here to find out more...How to create Fixed date automations? Click here to find out how... read more
You might notice something a little different about InTouch this morning! We've given it a little face lift!Over the years we've added different parts to the system giving our customers great new functionality but every now and then we like to give the system a new lick of paint to make sure that it is fresh and of course, user friendly!The new change has also meant that some pages load quicker to help you achieve what you want to do without waiting around - This is the first phase of... read more
As a company, we are a strong believer in making sure that we deliver the best as a team, only through our shared passion can we fully help customers through building the system, content, support and so much more.Which is why it is important for us to come together as a team (we have offices in Weston Super Mare, Coventry, Bournemouth and a couple of other locations!) to celebrate success as well as to learn.So with that in mind, we have a team day planned for Thursday the 16th of... read more
We have been working on the Wordpress Plug In for webforms and have launched an update to it following a new release to Wordpress.This will mean that anyone using the Wordpress Plug in will need to update their webforms on their sites, in order to make sure that they have the latest system update for the newer version of Wordpress read more
Here are the latest changes to the InTouch system!1. Re-Engagement Email - The normal process for getting contacts resubscribed was to send us an email with proof from the contact that they wanted to be added back in. Now we've made it even easier, giving you the ability to send an email to the contact and get them to click on a link to give their permission! Simple! - Click here to find out more2. Calendar Categories - Giving you more options is something we like to do, so calendar categories... read more
Check out our latest customer webinar - > [Email Marketing Webinar!]More webinars being released all the time, so get yourself booked on :) read more
Hi Everyone! We've made a couple of small tweaks that we wanted to let you know about: -1. Calendar Addresses - now on the calendar when you put the "where" in the event details, that will show up on your main calendar so you can see it without having to click into the event!2. Group Inactives - On email reports when you get the inactives back, you have to filter here and there to get them...not any more! You can now simply go to Email > Email Reports > Pick a... read more
Easter is upon us and so are a couple of Bank Holidays, this means that the office will be closed on Friday the 3rd of April and Monday the 6th of April for Good Friday and Easter Monday.This means there will be no phone support available for these times but we will still be offering ticket support over this long bank holiday weekend.Have a great weekend! read more
This week's update on the system is as follows: - [NEW] Duplicate Webforms - we have added in the ability to duplicate webforms! This means that you can create one form and then duplicate it so you can tweak it or even link the forms up to different automated campaigns! Why reinvent the wheel when you can replicate it![NEW] Search the Suppression List - if you're not sure if someone is on your suppression list (Email > Suppression List) you can now use the quick and easy search function to... read more
1. Completed Surveys - to help you quickly identify what customers have done with your communications, we made a change a while ago to flag up on their record when they had opened an email and clicked on a link. Well now we've made the change to Surveys too! So when a customer has completed one, it will show on their record!2. Standard Reports are now.....Static Reports! With more reports! - Standard reports could some in all shapes and sizes so we've renamed them to be Static Reports. These are... read more
We are pleased to announce the following additional enhancements to InTouch which are now "live":Added Help text for probability field when adding/editing a LeadForTask alerts via sales have included contact details, due date and linkMatched up tag list in mailmerge (letters & labels) and email modulesContact record > More Options > Add Document now added All Sales and Complete users are now able to add an event from the Activity Calendar on the Homepage. This is ideal if you’re in the system when a customer calls and wants to book... read more
When in a contact record and you create a lead, you shouldn’t need to then have to search on that contact in the ‘Add lead’ box – it should be there already. When you search on a lead, the search doesn’t work for the Title of the lead and it should Allow searching within Advanced search to be done by pressing the enter button rather than having to click search Move custom fields from the top to Contacts areaNew Form update - the forms now show you a total of... read more
-New add contact page - We have made this even easier and quicker, not only do you get the quick add contacts but you get the option to drill down even further and add their custom field choices as well -Revised view organisation page (similar layout to contacts page) - The Organisations page has been brought up to date in the same way the contacts page was updated in the last release -Custom Field Preview - Now when adding Custom Fields, you can get a little preview/explainer about what that... read more
We have now enhanced the Contacts view screen to enable the showing of a Contact's Organisation and Custom Fields.We have also enabled you to select several contacts and delete them in one go.1. To enable the custom fields to show go to Contacts > Settings and tick the required custom field boxes (max 2 fields).2. To enable Organisation to show go to Contacts > Settings and set the Company Name vs Organisation Customisation to True. You will then be able to see these in view when you click on your... read more
Here's a few of the things that we've made live recently![NEW] Sales Reports - Following on from the launch of our new Sales and Leads modules, we have added in new Sales Reports within the Sales and Leads area. These reports allow you to manage your sales teams and track progress on all of the activity within your sales pipeline![NEW] Organisations Dataloads - Custom Fields can now be added as part of a Organisations Dataload! Allowing you to not only create the Organisation but also record all of the important extra information that... read more
Later today (11th August 2014) we will be putting live a quick update to InTouch, nothing major but a few things to make life easier!1. [New Menu Option] Automation is now an option on the main system menu and can be found on the left hand side under Contacts!2. [Moved Menu Item] Leads and Sales has now been moved up, to be with Tasks and Calendar, the other productivity functions3. [New Feature] Automated campaigns - you can now duplicate/copy Automated Campaigns, so there is no need to site there and... read more
Our goal here at InTouch is to give our customers the ideal platform to manage their business from recording down who they are dealing with, right the way through to doing business with them, using the power of sales and marketing automation. With that in mind we set about the task of building a new Leads and Sales module to make the process of creating leads and managing them through to a successful sale, even easier!The new module brings together all of the tools you need to manage your sales... read more
Email marketing has grown over the years from people sending simple, mass emails from their windows mail accounts through to the current incarnation of great looking emails that tell you what is actually happening with your important communications. However, as the industry grows and more people start using this great form of quickly communicating with their customers, the goals and the rules get changed by the ISPs (Yahoo!, Gmail, AOL, Hotmail, etc) as we have a fresh set of challenges that we have to guide people through. The latest update to... read more
We have been working on more videos to help you really get to know the full functionality of the system to help you and your business. So here's a few that we have created for you...How to Approve an Email AddressDid you know that you are able to use other email addresses for your campaigns? So if you are managing an account for a client or if you want a colleague to respond to any replies you get from a campaign, well why not add them to the system (for... read more
Here at InTouch we are constantly tinkering with the system because of the great feedback that we get from our users all over the world, so here is what we've recently launched: -NEW FEATURE! - SMS Now in Automated Campaigns!A great new feature which we've now launched within InTouch is the fact that you can now add SMS messages as a step within an automated campaign! Before, you could add in emails, generate a lead or even have a task setup for you to give the contact a call -... read more
We want you to get the most out of the system. So we have been working hard and created videos to help you learn the system in a quick and simple way. No jargon, no long winded explanations and they're definitely full of useful information. Here's a list of the latest ones How to add a contactIt is vital to keep building your customer information and adding to your database to ensure that even the coldest leads can be warmed up and kept in touch with. In this video we show you... read more
Here at InTouch we are constantly tinkering with the system because of the great feedback that we get from our users all over the world, so here is what we've recently launched: -Updated Group ExportIn our recent updates, we've updated the group export function to make sure that it now has all for the relevant fields that you want! The Group export now comes down with the mail address of the contacts (Whether they are linked to an Organisation or just on their own!)NEW FEATURE! Email ActivityA great new feature... read more
We are pleased to say that we have just launched the first our of our new videos!With the new support site now in full flow, it is our aim to keep giving customers new and interactive ways in which to learn the system and to get the most out of it. Videos are a key part in this, not only will be continue to add more documents based upon or daily interactions and support requests, but we will continually look to raise our game and provide you with all of... read more
Following on from all of the recent usability updates (which we've had great feedback on! Thanks for that :) ) we have been busy making some more great changes that we hope you will see the value in. So what have we changed? New Support Site!!If you're reading this, then you are already on the new Support Site! We've spent some time putting together this great new support suite which we hope you will find useful and jam packed full of guides, FAQs and resources to help you get the most out... read more