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- Email Templates
- Add/Edit
- Other Templates
- Letter Templates
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- Create Action Sets
- Add Action to Contact
- Add Action to Autoresponder
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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.
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.
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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
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- Select the ClientTouch button in main navigation bar.
- The ClientTouch dashboard shows all the tasks that can be automated.
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- 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.
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- 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.
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- 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.
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