social Archives - Caldere Associates

Customise Your Web Info Pages

By | Act!, CRM, Tips and Tricks, Training | No Comments

Get even more info in Web Info!

The Web Info tab in the Contact Detail Page is a powerful way to pull in Internet information that pertains to your contacts. The included links perform searches based on the information found in your contact record. You can search for a contact’s Internet presence in several social media networks, find news or location information in Google News and Google Maps, and link to the contact’s website. We covered how to access and use the basic Web Info functionality in this recent article.

In that article, I promised to show you how to add more functionality to the Web Info tab. You can add links to different pages. You can use existing links as templates to create similar links that draw from different fields in your contact record. You can remove links if they provide no useful information for your database. The way to do this is to access the Edit Links functionality on the Web Info tab.

How do I add a new link?

First, you need to remember that the Edit Links functionality affects the Web Info page of every contact in your database. You don’t have to use a link if it doesn’t pertain to a contact, but the link will be present on the Web Info page anyway. Also, if you delete a link, it deletes that link for every contact.

Let’s look first at an example of adding a link type to the list. Maybe you’d like to add company information from your Hoovers Online subscription to the available links shown from within your contact. (Hoovers is one of the websites that are useful for sales people who want to prequalify prospect companies, or who want to find the names and contact information for their key personnel.)

  • First, navigate to the Web Info tab of your contact’s Detail Page, and click Edit Links on the left.

  • The Edit User Links dialog box will appear. To begin adding your new link type, click Add.

  • A new line will appear in the list. Enter the new link type name in the Site Name column. Double-click the next space to activate it, and enter or paste the link to the page (in this case, the Company Search page) in the URL column. Click OK to exit.

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  • The new link will appear in the list with the name you specified. Clicking on it will bring up the page associated with the URL you entered. Act! will insert the new link name alphabetically into the list after you refresh the page.

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OK, that’s simple. How do I make a more advanced link?

The first way to make a more advanced link is to write HTML code into your link. To request Act! to perform a search automatically when you click on a search page link, instead of just bringing up the webpage, you need to know a little about how the webpage performs a search. In the case of the Hoovers website, the code for the search functionality is http://www.hoovers.com/company-information/company-search.html?term=caldere%20associates where the section ?term=caldere%20associates means “use Caldere Associates as the search term”.

In order to make Act! automatically search on the contact’s Company on the Hoovers site, you will use ?term= plus the Act! code for the Company field to construct your new link. The field code is {Company}, so the entire advanced link will be http://www.hoovers.com/company-information/company-search.html?term={Company}.

  • Enter the entire new link you constructed into the URL column of the Edit User Links dialog box for the Hoovers Online link, and click OK to complete the edit.

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  • Clicking the new link will bring up the page with the search automatically performed on the value in the Company field.

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What about Advanced Edit?

Advanced Edit is just a way to build a custom link without having to remember how to type in the Act! field codes. You can edit an existing link, or you can copy and paste an existing link with a new name, then edit the new link. For example, let’s say I want to create a new Google search type that searches not on the contact name, but on the company. To narrow the search results, I’ll include the city in the search term, too. Here’s how to proceed.

  • Click Edit Links to bring up the Edit User Links dialog box. Double-click the URL of the existing Google Search link to make it live, then copy the URL. Click Cancel. Click Yes when asked whether you wish to discard your changes.

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  • Click Edit Links again to reopen Edit User Links. Click Add and create a new link, Google Company and City, using the URL you copied. Click OK to save your new link. Click Edit Links again, then click once on your new link. Click Advanced Edit… to open the Advanced Edit dialog box.

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  • In the Source URL section of the Advanced Edit dialog, carefully edit out {Contact} from the text box. Leaving your cursor at the end of the URL in the text box, make sure Contact Fields is selected in the Select Fields section.Choose Company in the list, then click Add to enter {Company} into the URL. Type a space after {Company}, because in Google Search, search terms are separated by a space. Then click City and Add to enter {Cityinto the URL. (As a check, you will see the Act! Field Name entered below. The example values from your contact are shown in Example Value. Each contact will have its own values for Company and City and the search will use the values for the selected contact.)

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  • Click OK to save your changes. When you click the new link, it will automatically perform the search you set up based on the fields you chose (yellow rectangles).

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Contacts Tell All in Social Media… Are You Listening?

By | Act!, Tips and Tricks, Training | No Comments

How much easier would your job be if you had a way to use social media to:

  • See and interact with your contact’s LinkedIn and Facebook sites directly from within their contact record in your database?
  • Engage with your contacts by reacting to and commenting on their posts, sending messages, and encouraging them to use their social media to keep current with you?
  • Monitor your contacts so your sales and marketing can provide them with the right communication at the right time?
  • Identify prospects linked to your contacts by “friend” and “connection” links, and expand your network by associating with them?
  • Help you fill in the blanks in your contact records?
  • Use what your contact says about themselves and their lives to discover their interests, needs and wants, and to use note-taking and history functionality to personalise your offerings to them?

Did you know Act! already has a quick and simple way to allow you to do this? You don’t have to purchase or program anything. Just access the Social Updates tab from within your contact’s record. The Social Updates tab uses Internet Explorer to give you access to LinkedIn and Facebook.

Here’s how to use it:

  • Login to your Act! database. Navigate to the Detail View of a contact whose LinkedIn or Facebook profile you wish to view.

Navigate to your contact's Detail View

  • Click the Social Updates tab.

Click the Social Updates tab

  • Click either LinkedIn or Facebook, depending on which social media profile you wish to view for the contact. Then click the matching search result shown in the tab to bring up their profile. Note: You may be prompted to log in to your Facebook or LinkedIn account if you do not already have Internet Explorer configured to remember your login. If so, log in before proceeding to the next step.

Choose LinkedIn or Facebook and select the correct record from the search results

  • After verifying that you have accessed the correct profile, click Remember This Page to save the page so that it will automatically open when you return to the contact’s Social Updates tab.

Click Remember This Page to create a link between the contact and the selected social media page

  • If desired, repeat the same process for the other social media site.

Choosing Facebook

Note that in Facebook, if you are already “friends” with the contact, you will be able to see their page and their publicly shared content without any trouble. However, if you are not “friends” with the contact, you should click “Add Friend” in order to also see what they share with people they are connected to.

Important to know:

It is not possible to remove the association so that there is no longer any link. However, if you want to change the link, you can browse to a different page and then click Remember This Page so that you associate the new page with the Act! contact.

What if the Social Updates tab stops showing the right page?

If after some time the correct page is no longer displayed when you click LinkedIn or Facebook, then it is likely that the URL of the correct page has been changed by the social media site. Try to search for the page again in the site using the contact’s name. If you find it, open it and click Remember This Page to associate the new, correct URL to the contact.

What if I want to link to other social media pages besides LinkedIn and Facebook?

It is possible to link to another social media page, such as Twitter or even the contact’s own website, from within the contact record, but you cannot use the Social Updates tab to do so. Instead, you can use the Web Info tab. The Web Info tab allows you to specify a list of pages that you want to associate with the contact, or that you might find useful to have at your fingertips when working with the contact.

Continue to the next post about how to use the Web Info tab to link to other sorts of information about your contact!

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