Watch a recorded System Coaching Webinar and Complete your SendOutCards Handwriting Font Form
It is extremely important to get this form completed as soon as possible, since many new SendOutCards users are very excited to see their handwriting come to life in greeting cards.
Edit Personal Information
Check your personal information for errors in your Card Manager Main Menu under Edit Personal Information, and make sure you have check marks in the boxes next to your e-mail reminders so that you can receive upline e-mails and other reminders.
Activate your Business Office
Click the link that says Business Office on your Card Manager Main Menu. When this page loads, you will need to click the button that says I Agree. This is where you go to check on your orders, customers, and your downline (genealogy).
Add Groups
Simply go to Manage Groups in your Card Manager Main Menu. Group starter ideas include: friends, family, neighbors, church, holiday card list, business clients, new clients, past clients, business owners, my networking group, my contact info, my SendOutCards sponsor/coach, etc.
Friendly Reminder: The groups above are just starters; you can customize as you go or as needed.
Add Yourself to your Contact Manager and Share your Contact Information
From your Card Manager Main Menu, click on Add New Contact. Fill out the form completely. Add all personal information including Primary Contact, Family Members, Birthday, Anniversary, etc. Add each contact to a group by checking the box of the group they belong to. Click on the Save button on the bottom left corner of the page.
Friendly Reminder: Throughout the Add New Contact form page, capitalization and punctuation will be very important since some of this information will appear on the outside of an envelope when mailed (i.e. first name, last name, street address, city, state).
Now Share it with Others in the System Including your Sponsor/Coach
Find your contact in the Contact Manager and make sure the check mark is checked to the left of your name. Then put your sponsor/coach’s ID number in the field to the right of the button Share Your Contacts To. By clicking that button, you can share this with everyone you know in SendOutCards.
Set up your Automatic Gift Account and Banner
From the Main Menu click on Management Tools then click on Automatic Gift Account. Click and check the small square box on the upper left above username to enable the gift account.
Suggestions for your set-up:
Use the same words for both username and password and write it down. Put 6 points and $1.00 in the expense account. (You can now walk someone through sending 2 cards with or without pictures). Put twenty for the amount of gift accounts that can log in with this password. After twenty people have logged in, you have to go back in and type twenty in the box that says number of gift accounts allowed; monitor it regularly. Keep the number of days at fifteen. Be sure to check the box that says I want an Automatic Gift Account Banner on my Site, and then click Save Settings. This automatically takes you into Set up your Gift Account Banner. Simply highlight the bullet point next to the banner of choice and add a picture for the left side of the banner if you like. You can even change the text that goes below the banner in the Site Settings box. Remember to click Save Settings.
Create Your Business Cards
You need to create and use business cards to promote yourself and your business. Tailor the card to the type of person you hope to have in your business. Town and Country Printing is the licensed printer for SendOutCards. You can find their information under Distributor Tools and Business Cards.
