Knowledge Base

Categories: Getting Started

How Do I Get Started with My ImageCafe Website?

Overview

This article will go into detail on how to manage your ImageCafé Website.

Select the option you want to view for instructions:

How Do I Access ImageCafé?
How Do I Set Up My Contact Management System?
How Do I Get Started with a Campaign?
How Do I Create Notes for Contacts and Campaigns?
How Do I Create and View a Report?

How Do I Access ImageCafé?

To locate the website you want to edit, follow these instructions:

1. Click here to log in to the Account Manager.

2. To access your Website Builder, either click: Website Packages or Hosting Package.

a. For website packages, click Launch Website Builder Tool under Edit Website.

b. For hosting packages, select the Web Hosting Service you want to Manage, then click Create/Edit Your Website.

You are ready to edit your website.

How Do I Set Up My Contact Management System?

Add a Contact Management Form

Contact management forms help generate additional business information by allowing your website visitors to fill out a simple form that provides you with their contact information. This information is then added to your contacts or leads lists.

To add a form:

1. Click the Building Blocks menu item.

2. Drag and drop a block onto your website page.

3. Click Insert Item, then select Tools > Form Generator > Continue.

4. Select the type of form you want to display on your website, then click Continue.

If your form requires set up, configuration steps appear.

5. Once your form has been set up, click Finish.

You have added a form to your website.

Note: The Form Generator tool has two types of forms—customizable forms to collect website visitor data and lead/contact management forms.

Manage Data Collected in the Forms

Follow these instructions:

1. In the Website Creator Tool section, click Website Tools.

2. Scroll to the bottom of the page and click the Contact Management icon.

3. On the Dashboard screen, you can manage all steps in your campaign management package.

Use these dashboard tabs to navigate through the system:

- My Home Page
- Marketing
- Tools

You can now manage your data.

Contacts and Leads

To manage your contacts and leads, click Marketing, then Contacts.

From the Contacts list, you can do the following:

Send an email to individual contacts.
View contact information.
Filter contacts to generate specific email lists, based on the types of contacts and leads you have.

Add a Contact or Lead

1. Click the Green Plus Sign above your contacts or leads list.
2. Enter the contact information into the form, then click Save.

You have added a new contact.

Edit Contact or Lead Information

While viewing your contact list, you can do the following:

Click Edit/Del next to a contact or lead to change their information.
Click More Information to view the previous email sent to that contact or to view other administrative tasks performed.
Click the contact name to edit, delete, copy their information, or send them an email.

Create Contact or Lead Views

You can create views for your contacts and leads to help determine the best marketing strategies. After creating a view, use the Filters drop-down menu to select the active view.

Follow these instructions:

1. Next to the Filters drop-down menu, click New.

2. Next to the Filters drop-down menu, click Edit or Delete to add restrictions or include other contacts.

You have created a contact view.

How Do I Get Started with a Campaign?

To create or manage your campaign, click Marketing, then Campaigns.

Create a Campaign

Follow these instructions:

1. Click the Green Plus Sign above your leads list. A form appears.

2. Enter the contact information into the form, then click Save.

You have created a campaign.

To return to your campaigns list, click Campaigns at the top of the page. Click Edit/Del next to individual campaigns to make any changes.

Create Campaign Views

You can create views for your campaigns to help manage multiple campaigns. After creating a view, use the Filters drop-down menu to select the active view.

1. Next to the Filters drop-down menu, click New.

2. Next to the Filters drop-down menu, click Edit or Delete to add restrictions or include other campaigns.

You have created a campaign view.

Email Campaigns

Follow these instructions:

1. Click the name of an email campaign.

2. Click More Information.

3. Select the contacts or leads view you want to email, then click Load List.

To add existing contacts or leads from an existing campaign, click Select Contacts.

To add new contacts or leads, click Add Contacts.

4. Select the contacts or leads you want to email, then click Send Mail.

Note: You can only send email from the email account you created when purchasing your Network Solutions package.

5. Create a message or click Select Email Template to choose from a variety of email and newsletter templates.

6. Select the email box to use for the From address.

7. When finished, do the following:

Click Save to save your message as a draft.
Click Send to send your email.
Click Cancel to cancel your email.

You have emailed your campaign.

How Do I Create Notes for Contacts and Campaigns?

Note: This section is used to create notes about individual contacts, campaigns, or other areas of your business. These notes are for administrative use and cannot be sent to anyone on your leads or contact list.

To create or view notes, click Tools, then Notes.

Follow these instructions:

1. Click the Green Plus Sign above your notes list.

2. Select the contact name where your note will attach.

3. Select the type of account related to the note.

4. Enter a title.

6. Enter a message.

7. Click Save.

You have created a note.

To return to your notes list, click Notes at the top of the page. Click Edit/Del next to individual titles to make any changes, or click View to view the note.

How Do I Create and View a Report?

To create or view a report of your website using ImageCafé, please refer to the instructions below.

Create a Report

Follow these instructions to create a report:

1. Click My Home Page, then Reports.

2. Click the Green Plus Sign to create a new report.

3. Choose a category from the list provided.

4. Enter your information.

You have created a report.

View a Report

To view a report, click a report listed in the Reports list.