Client Touch

ClientTouch automates tasks to your whole contact list our filtered by Categories, Flags, or Source.  A workgroup is the selected contacts you want to perform a task toward.

Hover over the icon on image below to find our more.

Email Blast

Send emails to a group or your whole list.

Letters (offline)

Choose a letter template and ClientTouch will create a pdf based on the selected workgroup and add merge field information (e.g. name, company, etc.) within the letter template. Download and print.

Add Batch Note

Add a note that will show up in each of the contact cards in the assigned workgroup.

Group Edit

Edit Flags, Source, Categories, Company In Address, Active/Inactive, and Custom Fields within the workgroup.

Email Opt-in Wizard

Run group email opt-in.  Very handy if you recently added a number of contacts.

Mailing Labels

Prepare and download, as a PDF, mailing labels to be printed on Avery 5160/8160 labels.

Assign To-Do

Assign a To-Do list that will show up in the contact card for each person in the workgroup.

Download Address List

Download the address list of your contacts in an Excel/CSV format.

Autoresponder Campaigns

Add or remove your workgroup to an Autoresponder campaign.

Envelopes

Download a PDF file of a formated #10 envelope complete with mailing and return addresses.

Assign To-Do

Assign a To-Do list that will show up in the contact card for each person in the workgroup.

Export Data

Allows you to export all the contacts or just the workgroup in your database.

Validate Emails

Validate your email addresses in the workgroup to ensure better deliverability.

Printable Contact List

Print your contact list including names, phone numbers, company, addresses, email addresses, flags and custom fields.

Delete Contacts

Remove multiple contacts in the workgroup from your database.
  • Email Blast

    Send emails to a group or your whole list.
  • Letters (offline)

    Choose a letter template and ClientTouch will create a pdf based on the selected workgroup and add merge field information (e.g. name, company, etc.) within the letter template. Download and print.
  • Add Batch Note

    Add a note that will show up in each of the contact cards in the assigned workgroup.
  • Group Edit

    Edit Flags, Source, Categories, Company In Address, Active/Inactive, and Custom Fields within the workgroup.
  • Email Opt-in Wizard

    Run group email opt-in.  Very handy if you recently added a number of contacts.
  • Mailing Labels

    Prepare and download, as a PDF, mailing labels to be printed on Avery 5160/8160 labels.
  • Assign To-Do

    Assign a To-Do list that will show up in the contact card for each person in the workgroup.
  • Download Address List

    Download the address list of your contacts in an Excel/CSV format.
  • Autoresponder Campaigns

    Add or remove your workgroup to an Autoresponder campaign.
  • Envelopes

    Download a PDF file of a formated #10 envelope complete with mailing and return addresses.
  • Assign To-Do

    Assign a To-Do list that will show up in the contact card for each person in the workgroup.
  • Export Data

    Allows you to export all the contacts or just the workgroup in your database.
  • Validate Emails

    Validate your email addresses in the workgroup to ensure better deliverability.
  • Printable Contact List

    Print your contact list including names, phone numbers, company, addresses, email addresses, flags and custom fields.
  • Delete Contacts

    Remove multiple contacts in the workgroup from your database.

ClientTouch Tabs

  • Actions Tab
    • Select the ClientTouch button in main navigation bar.
    • The ClientTouch dashboard shows all the tasks that can be automated.
  • Add contacts to the workgroup
    • Select a group below to add contacts the workgroup or...
    • Select the Add Everyone button top right of ClientTouch to get started on a ClientTouch task.
  • Remove contacts from the workgroup
    • Select a group below to remove those contacts from the workgroup or...
    • Select the Clear Workgroup button top right of ClientTouch to remove the whole workgroup.
  • Delete contacts
    • Select contacts to delete from workgroup—individually or all of them at once.
    • The Clear Workgroup and Add Everyone buttons top right of ClientTouch is an easy way to get started on a ClientTouch task.

© 2021 Taupe & Ike, LLC. ALL RIGHTS RESERVED
Creative and Web development Full Circle Creative

© 2021 Taupe & Ike, LLC. ALL RIGHTS RESERVED
Creative and Web development Full Circle Creative