Documentation and Getting Started Guide

Quick Start

Logging In
Update Your Account
Update Your User
Navigating Marketing Optimizer
Set Up Your Dashboard
Add Your Users
Add Custom Fields and Forms
Importing Contacts

What’s Next?

Customizing The Contact List
Managing Contact Tools
Creating Sub-Statuses
Creating Events
Creating Tasks
Creating Campaigns
Managing Duplicate Contacts
Exporting Data

Advanced

Creating Email Templates
Sales & Marketing Automations
Website Integration
Adding Products & Services
Custom Reports
Reselling & Lead Aggregation
Private Labeling The CRM
Integrated Telephony Features

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Logging In

Logging into Marketing Optimizer is as simple as entering the User Name and Password you were provided when your account was created. The secure URL to login is: https://app.marketingoptimizer.com/

When you have successfully logged in the system will take you to your Dashboard. You may bookmark any page in Marketing Optimizer and when you browse there the system will prompt you to login if needed and then take you to the page you bookmarked. This is an easy way to skip the Dashboard and go straight to work if you desire.

**If you have more than one Marketing Optimizer account, you can link your user logins together for quick and easy access! Click here to learn more.

Update Your Account Information

 
It is important to update your account information as soon as possible because this information is used throughout the software. Most notably, the system will allow you to use Email template items from this information and perform marketing automation tasks based on these settings. To open the Edit Account modal click your company name. The button looks like this:

Admin Contact Information

Please make sure to enter the account administrators contact information here. This is the information we will use when communicating with you regarding your account.

SMTP Information

If you wish to use your own outbound SMTP server (highly recommended) you can enter your SMTP information here. If your SMTP server does not require authentication you can leave the username and password fields blank.

Account Information

  • Account Name
    Typically, this is just your business name (e.g. Widgets-R-Us, Inc.).
  • Restrict Login to IPs
    If you wish to restrict login access to a specific location then you will want to enter a comma-separated list of the IP addresses that are allowed to log in to Marketing Optimizer.
  • Notification Email Address
    This is where we send you information regarding your account (billing, support…).

 

Finance and ROI Settings

  • Average Value of a Lead
    Enter the average amount of revenue that is generated per lead. This is simply done by taking the amount of revenue generated and dividing by the total number of leads during that time period. We recommend at least a 30 day average (more is better).
  • Average Unit Sale Amount
    Same process as above, except that we want to divide revenue by the number of units sold (or contracts signed for service providers).
  • Average Margin
    What percentage of your sale is profit?

 

Mailing Address

This is used mainly for email templates.

Lead Attention Meter

The Lead Attention Meter provides you with a visual indicator as to how long the lead has been idle since it’s last activity, turning from green to yellow, yellow to red, and then red to “neglected”. The meter gets shorter and shorter based on a time frame you decide. You know when the lead turns “neglected” that you have essentially blown the potential sale. New leads start green and interactions reset the timer to green, so you need only set the number of hours of inactivity for yellow, red, and neglected.

Also, don’t forget that you can filter and create automations based on Lead Attention.

Localization

Set your time zone and the formatting of times and currency that you would like to use throughout the system.

Formatting

Marketing Optimizer will automatically format and beautify your contact data. If you wish to have the system do this for you, simply check the pieces of data that you would like to apply this to.

 

Update Your User Information

 
It is important to update your user information as soon as possible because this information is used throughout the software. Most notably, the system will allow you to use Email template items from this information and perform marketing automation tasks based on these settings. To open the Edit User modal click your name. The button looks like this:

 

  • Basic Information
    This is where you can manage your login password, add an email address to associate with your user profile, and control which user group you are a part of.
  • Contact Information
    Set your general contact information. A phone number is required if you intend on using our telephony features such as click-to-call and call routing.
  • Email Information
    You can choose the name that people see in the “from” field when you send emails from Marketing Optimizer. You can also customize an email signature to automatically sign outgoing messages.
  • Notifications
    These options allow you to be notified by the system in a few ways:

    • Case Notifications
      Get a notification email when an admin responds to a support case you submit.
    • New Lead Screen Pops
      Displays a pop-up window on your screen when a new lead is captured or assigned to you.
    • Lead attention meter
      Toggles the graphical display of how recently a lead has been interacted with. see above

Navigating Marketing Optimizer

With our latest version of Marketing Optimizer, we’ve employed intuitive graphical navigation buttons throughout the program like the one shown above. Some navigation buttons provide multiple options, and will display with a black down-arrow to the right of the button. You will find your account logs, billing information, and other account profile related information under your account menu button in the sub-menu. This button displays your account name and id.

Most information in the system is displayed with the use of grids like the one shown above. The actions you can take with the items in the grid are displayed in the top toolbar of each grid. The menu items that are unavailable will be grayed out. Try clicking on one of the rows of your grid to see what options are available for that item.

The bottom toolbar of each grid is a pagination toolbar. This allows you to refresh the grid data and page forward or backward through the list. It also shows you how many total items exist, and which ones you are currently viewing.

 

Set Up Your Dashboard

 
The dashboard is the launching point of the software once you log in, and is a great place to display some initial information. You can customize what data is presented by selecting from various modules to display contact information, upcoming tasks, custom reports, and more. You can further tailor the layout and order of these modules by selecting your choice of module layouts and by simply clicking and dragging the modules by their title bar.

From any page you can view your dashboard (without leaving the page you are on) by clicking the Dashboard button.

Make sure to create reports and then add charts to them on the Reports page. This will make those charts and data grids available on your dashboard. It’s also very handy to include contact lists and tasks on your Dashboard. You have lots of room, and there are dozens of dashboard modules, so there shouldn’t be any issue getting all the information you want.

 

Add Your Users

By clicking on the drop-down arrow next to your account name, you can access “Accounts, Groups and Users” options, allowing you to manage users within the CRM.

Add User Groups

To keep things organized, you can create user groups to arrange users by role, department, geography, etc.. By default, the first user in an account is assigned to the “Administrator” group. There can only be one Administrator group, and all the users in this group have unrestricted access to all portions of the CRM. The ACL does NOT affect users in the Administrator group.

Set-up Your ACL (Access Control List)

The Marketing Optimizer ACL allows you to control which users or groups have access to what features and data within your account. By default, users in the administrator account have full access to everything. This is a great way to finely control who is able to view leads and who is able to access what features. The ACL is intuitively presented and the names of each feature is explicit in what it controls. The best way to determine if the ACL controls are set-up correctly is to log into one of the accounts you are configuring and test the limitations yourself.

Create New User Accounts

Highlight a group, and you can start adding additional user accounts to that group by clicking the “Add User” button at the top of the list. New users in a group adopt the group’s assigned permissions via the ACL (Access Control List).

Add Custom Fields and Forms

 
Under “settings”, the “Forms & Fields” section allows you to quickly and intuitively create all of the fields and forms you need for collecting contact data.

Add Custom Fields

Create an unlimited number of custom fields of varying types (text boxes, drop-down menus, check boxes, etc.) or use any of our pre-formatted fields such a First Name, Last Name, Phone Number, Mailing Address, Email Address, and many more.

Add Custom Forms

Building and managing forms has never been easier. Publish them online to capture contacts visiting your website or develop forms to make internal data entry a breeze.

  • General Information Tab
    Create a title for your form and any descriptive text your visitors may find useful.
  • Template Design Tab
    Forms created in AMcrm default to a basic neutral style. Here you have access to the HTML code of each form’s template, giving you the flexibility to alter the layout, add style, background color, etc., tailoring the forms to your website.
  • Confirmation Page Tab
    Enter a URL you would like visitors to be redirected to after submitting your form. Alternatively, you can create a “thank you” page using the incorporated confirmation page editor.
  • Miscellaneous Tab
    Select optional parameters for your form such as display SSL security icon, pre-populate fields with data, allow duplicate submissions, and display the Marketing Optimizer logo.
  • Fields Tab
    Easily add, rearrange, or remove fields as you wish.
  • Preview Tab
    Take a peek at what your form looks like before you publish it.
  • Publishing Code Tab
    Simply copy and paste the single line of code provided to where you want the form to go on your website, and the form is dynamically created. You can come back to the form editor at any point and any changes will automatically reflect in your published forms.

Import Contacts

 
Once you have created some fields for collecting data, you can now import contact information to be used by Marketing Optimizer.

Download and Populate Import Template

To import data from a .CSV (comma separated values) spreadsheet, you first need to download an import template and save to your computer. The first two rows in the template are labeled with the field names and field ID numbers that will send the data beneath them to where they belong. DO NOT EDIT OR DELETE THE VALUES ON THE FIRST TWO ROWS OF YOUR TEMPLATE. These two rows are used by the system for mapping your data to the correct fields. Starting from row three, paste the column of data from your original data file that best matches the column in the template.

Example: Copy the “First Name” column from your exported .csv file and paste it into the “first name” column in the import template.

Upload Contacts

Once you’ve matched all of the incoming data to their associated columns, save the template, then browse for the template file on your computer from the import screen in Marketing Optimizer.

Click to confirm your import and your contacts will then be imported and added to your contact list!

*NOTE: Alternatively, visit Using Http Posts to learn how to automatically receive leads hands-free!

Customizing The Contact List

 
One of the most desirable features of Marketing Optimizer is how customizable it truly is. The contact list is no exception. How contacts and their associated data is displayed can be customized independently for each user. Contact data can be selected, excluded, arranged, sorted, and filtered based on your needs. You can view deeper details, access various contact tools, and perform group actions without leaving the contact list.

 

Adding and Arranging Columns

Adding and arranging columns in the contact list is a useful and time saving tool. In order to add or delete a column, you simply need to click on the “Columns” tab within the contact list tool bar.

Once the “Manage Contact List Columns” window is open, you can simple check or uncheck fields in which you wish to display on the contact list. Columns can additionally be sorted by dragging and dropping the column into the desired location or displayed order.

 

Quick-Edit Features

To the right of the contact list is an adjustable ‘preview window’ called “Quick Edit”. When a contact is highlighted, this useful tool lets you view and modify detailed information about each contact, without having to leave the contact list. Like the Dashboard, you can customize the window by adding up to five panels to view the desired information.

 

Creating Filters & Segments

 
The most widely used feature on the contact list is the one that gives the ability to filter and segment your contacts into smaller ‘sub-lists’. All data in the contact list can be segmented by requiring or excluding a wide variety of criteria. Click on the “Filters” button above the contact list, and the “Filter Contact List” window pops up, allowing users to select from several categories of criterion.

Filters can additionally be saved once created so users do not have to recreate for each use. To save your filter, click the “Save Filter” button, name your filter, and choose to make the filter private or publicly available to all users.

Visit the “Filters & Segments” page for more details.

Managing Contact Tools

Similar to customizing your dashboard, you can select from a wide assortment of panels within your contacts and the “Quick Edit” window on the contact list. These panels allow you to see details, add or edit data, and track activities related to your contacts. From the contact list, click a contact to highlight, and click “edit” above the list, or simply ‘double-click’ the contact row. Once in a contact, you have the option to add or delete panels, change your panel layout, and move them around to your desired location on the screen (drag & drop). Twelve modules can be viewed at one time. Additionally, each user can customize the panels for their specific needs. To add a panel, simply click the down arrow on the “Add Panels” tab, then scroll down and choose your desired panel. Panels can be deleted by clicking the “x” in the upper right-hand corner of each panel.

Creating Custom Sub-statuses

AKA – Dispositions

 
Creating custom sub-statuses (or dispositions) is a crucial part of setting up your sales and marketing pipeline. In order to do this, click the down arrow on the “Settings” tab, scroll down to “Marketing”, over to “Sales Pipeline” and finally “Custom Sub-status Values”. In this section, you can add, edit or delete a sub-status. A sub-status can additionally be set as a default or color coded for visual reference.

Creating Events

 
Events within Marketing Optimizer represent the interactions between users and the contacts. Within the sales pipeline, events represent the ‘workflow’ and can represent certain stages that must be completed to move forward in the sales process. Events help keep a history of past and current interactions with existing clients. Setting up and customizing your events is another piece of your sales and marketing pipeline. Customizing the events to align with your particular business model is easy. To add and manage your events, simply click on the down arrow on the “Settings” tab, scroll down and click on “Events”.

Creating Tasks

 
Tasks within Marketing Optimizer are utilized for creating reminders and scheduling activities for yourself or your colleagues within the system. Tasks are customizable to fit your needs.

 

Task Types

Task types are custom task descriptions such as “appointment”, “follow-up reminder”, or anything you need to remind yourself of. To add, edit, or delete tasks, you simply click on the down arrow on the “Settings” tab, scroll down and click on “Tasks” and then slide over to “Task Types”.

 

Task Templates

Task templates are tasks types coupled with a predetermined priority level and reminder timeframe. Task templates are used when creating tasks en masse via the “actions” menu, or when assigning tasks within automations.

Creating Campaigns

Creating campaigns within Marketing Optimizer is important to the overall tracking and success of your marketing efforts. Campaign management is located under the “Settings” tab. Simply click on the down arrow, then on Marketing and over to campaigns. Once in the campaign section, you will have the ability to add, edit or delete an existing campaign. When adding a campaign, include a name, description, the start and end date, an associated cost (if applicable), and the form data that is associated with the campaign. Once created, each campaign generates an optional “tracking string”, a URL suffix that can be used to track web leads from inbound links from web marketing campaigns (PPC), blogs, affiliate sites, etc..

Once campaigns are applied to your contacts (automatically or by hand), you can then track campaign histories, create segments, and generate sales/ economy reports aggregated by campaign.

Managing Duplicate Contacts

Marketing Optimizer’s deduplication feature allows you to choose what contact information to discern by and how duplicate contacts are to be treated by the system. In order to manage duplicate contacts, click the down arrow on the “Settings” tab, scroll down to “Contact Database” and then to “Deduplication”. Here you can select up to three contact fields to compare and choose to have the system either overwrite the original contact with the newer info, disposition the duplicate contact with a custom substatus, or automatically delete the second contact.

Exporting Data

 
With Marketing Optimizer, you always have direct access to your data 24 hours a day, 365 days a year. Almost all data can be quickly and easily exported from Marketing Optimizer into a .cvs file, as well as imported with the same file type. There are two general types of exporting data, “Quick Export” and export ‘jobs’.

 

Quick Export

The quick export tool within Marketing Optimizer is useful for downloading currently displayed data quickly. In order to initiate a “Quick Export”, simply look for and click on the .csv (green down-arrow) image on the bottom right hand corner of most data grids within the CRM.

 

Export Jobs

When you are looking to export large sets of data and lists from the system, the traditional export method will need to be used. Click the down arrow on the “Contacts” tab, then scroll down to “Contact Export”.

Here you can create, edit, or delete an existing export. To start a new export, click “Add Export”. Here, label your export, choose your segments by using the filter tool, choose the desired fields to export (not selecting individual fields will export all), and optionally a user whom you wish to have the system email the export file to once completed. Once created, highlight your export on the list and click “Start Export” to begin process. Depending on the file or list size, this may take some time. Once progress is 100% complete, select your export from the list and click the “Download” button located at the top of the list.

Also visit Using Http Posts for instructions on transmitting data automatically!

Creating Email Templates

The ability to create and manage email templates is a unique feature of Marketing Optimizer and there is no limit to the number of templates which can be created. To access the Email Template section of Marketing Optimizer, click the down arrow on the “Settings” tab and scroll down to “Email Templates”.

Here, you can add, preview, edit or delete an email template. You can create or edit email templates using our feature-rich template editor, the integrated HTML editor, or simply copy-and-paste your work from outside editors. *NOTE – Images you wish to include in email templates need to be uploaded separately to a publicly available web folder.

Visit the Creating Email Templates details page for more information. Also feel free to contact our support staff for assistance.

Sales & Marketing Automations

Marketing Optimizer truly sets itself apart from other “traditional” CRM software with its extensive sales and marketing automation features available. The benefits of having sales and marketing automations built into a CRM is priceless. It helps you generate, manage, track and close leads and simultaneously automate nearly every part of your sales pipeline and promotional efforts.


To create an automation or manage existing ones, click the “Automations” button located on the top menu bar, and click “Add” or select an automation and click “Edit” (or simply double-click).

 

The Filter

The filter and segment feature located throughout Marketing Optimizer is also available when creating automations, and is responsible for determining when and to whom an action or a series of actions apply to. Add criteria to determine timeframe, contact age, status, geography, user/ group assignment, events that occur with a contact, and more!

Actions

Actions within Marketing Optimizer are great way to initiate a process on a single or large number of contacts. Actions can be processed manually (by selecting contacts and clicking “Run Action” above the contact list), but are also an integral part of the system’s Automations. Coupled with a filter to act as a ‘trigger’, a single action or a series of several actions can be initiated. When creating or editing an automation, click the “Actions” tab and select “Add Action”. The order in which you add the actions will be the order they will be processed in.

Below is strictly the list of action categories available, with additional options within each.

  • Add a campaign response to the contact
  • Add a product to the contact
  • Change the status and/or sub-status
  • Connect call between the contact and a user
  • Create a client
  • Create and assign a task
  • Deliver to a client
  • Events
  • Modify contact information
  • Payment Processing
  • Permanently delete this contact from your system
  • Post this contact to an existing external form
  • Premium Actions
  • Price the contact for resale
  • Reassign the contact to a group and unassign any assigned user
  • Reassign the contact to a user within a group
  • Reset the last activity timestamp
  • Send an SMS message
  • Send and email

 

Things to know:

When saving a completed automation, you will be prompted to activate the automation. You can also select and activate or deactivate an automation later from the automations list. BE SURE TO DOUBLE-CHECK your filter and actions before activating an automation. *NOTE that opening an automation to edit (or simply to look at) will automatically deactivate the automation as a safety precaution to prevent unintended actions from occurring while editing. Be sure to reactivate the automation once your work is complete.

Visit the “Sales & Marketing Automation” page for more details.

Website Integration

Marketing Optimizer provides tracking code for integration into your web pages, allowing you to trace how visitors arrived on your website, what links or search phrases were used, what pages did they look at and for how long, and ultimately track their conversions and the successes of your marketing efforts. The web metrics generated can then be used in reports and in automations for lead nurturing.

Whitelist Your Domain

Click “Settings”, “Website Integration”, and “Manage Websites”. Clicking “Add Host” at the top of the list allows you to whitelist the domains you wish to track. Clicking “Visitor Tracking Codes” displays the code you need – simply copy and paste the code ‘as is’, or follow the integrated instructions on how to customize the code to enable additional options.

Copy and Paste the Website Integration Code

Click “Settings”, “Website Integration”, and “Manage Websites”. Click “Website Integration Code” at the top of the list and copy the Asynchronous Tracking Code and paste it into the <head> of your website.

*A/B, Multivariate, and Landing Page Testing integration details can be found here.

**WordPress users can request our ‘Marketing Optimizer for WordPress‘ plugin, which will integrate our visitor and caller tracking code into your WordPress theme. Other options include your Google AdWords tracking, default web form and marketing phone numbers, and more. Click here for configuration options details, or feel free to contact customer support for assistance.

Adding Products & Services

Marketing Optimizer allows you to associate your business’s products or services to your customers. To manage your products and services, click the down arrow on the “Settings” tab and scroll down to “Products and Services”. From there, you can choose to add, edit or delete products and services. When creating a new product or service, give it a name and an optional description, item ID/number, an associated cost and sale price.

When applied to contacts, Marketing Optimizer can then associate and track incurring costs and revenue within your sales and economy reports.

Custom Reports

Marketing Optimizer includes robust reporting and tracking features. Most data captured by the system can be filtered, aggregated, and reported on. Report grids are fully customizable, sortable, and can accompany custom graphs reflecting individual metrics. To access reports, click on the “Report” button located on the top menu bar. From here, you can create and manage your reports. To add a report, simply click on the “Add Report” button.

General

In the “General” tab of the Add/Edit Report window, you will be able to name your report as well as decide the number of items per page you desire.

Market Segment

The “Market Segment” tab of the Add/Edit Report window is for filtering your data to your desired segment or timeframe. As seen throughout the system, the filter allows you to either ‘require’ or ‘exclude’ various criterion.

Grouping (Aggregates)

The “Standard Grouping” and “Field Data Grouping” tabs within the Add/Edit Report window allows you to select the information you wish to group the rest of the report metrics by. The “Field Data Grouping” tab represents all of the contact data customizable from within the forms and fields section of Marketing Optimizer.

Aggregates include:

  • Month/ Day/ Date/ Time
  • Assigned User / Assigned Group
  • Sub-status
  • Events
  • Campaign
  • Web Form Submission
  • Referring Website/ Search Engine/ Search Phrase/ URL
  • Phone Number Dialed
  • Email Template Sent
  • Clients
  • Variation (A/B Testing)
  • Any Custom Contact Data

Once created, you must select the report from the report list and click “Start Report” to process. This generally takes anywhere from 30 seconds to a minute, depending on the report. Occasional refresh the page, and once the report status says “Complete”, highlight the report and click “View Report” at the top of the list.

Here, you can customize your reports further. You can tailor the report grid by resizing and reordering the metrics columns. Hovering your mouse cursor over the right-edge of a data column reveals a dropdown menu where you can choose which metrics columns to display (view report metric definitions). Click “Add Charts” to add additional bar/ pie/ line charts to graphically reflect specific metrics.

Reselling & Lead Aggregation

Marketing Optimizer offers a variety of reseller tools, allowing you to provide your clients with branded CRM access, leads, or both! You have the flexibility to provide clients a simple CRM solution, or the same robust CRM and marketing automation system available to you, determined by each client’s or client group’s ACL level. Lead Aggregators have the ability to capture, filter, price and resell leads all automatically, and with optional payment gateway integration, getting paid is automatic too!

 

Creating Client Accounts

To create or manage client accounts, click on the down arrow to the right of your account profile button and then choose “Account, Groups and Users.” Similar to adding users, clients are added by creating and selecting a client group in which to add them. You can create, name, and add private labeling to a group by clicking the “Add Client Group” above the group list. Once created, click to select the client group and additional group management options will appear above, including the “Add Account” button.

When adding a client account, you are required to enter a login username and password EVEN IF the client is only purchasing leads and never intends to log in. The remaining contact information is optional, however the “Account Name” field will determine how client appears on your client list.

Lead Pricing

You have full control on what you charge your clients for leads and additionally how you choose to bill them for those leads. This section lets you create multiple pricing levels and determine for each level what information is sold. To manage lead pricing and refund options, click on “Settings” and scroll down to “Reselling”.

  • General
    Here we can label our price level, set the price-per-lead, and how many time leads in this level can be sold (exclusive to unlimited).
  • Delivered Fields
    You can choose what contact information buyers receive from every contact field you create in the system. By leaving all fields unchecked, the system will delivery all data associated with the contact.
  • Preview Fields
    By selecting data fields to allow buyers to PREVIEW before buying, you enable ‘Cherry Picking’, and the sale process then requires the buyer to manually approve a purchase before receiving the remaining deliverable fields. By leaving all preview fields unchecked, you disable cherry picking for this pricing level.

 

Lead Rejection Reasons & Moderation

These sections allows you, as the seller, to create officially acceptable reasons for refund requests on leads. Clients would then need to select from your approved reasons to submit a refund request, which appears on your “Lead Rejection Moderation” list. From there, you can choose to approve (initiating a credit) or deny a request. The status of a refund request is reflected on the “Purchase Leads” list found by clicking the dropdown menu attached to “Contacts” on the main menu bar.

 

Default Account-Level Pricing

AImcrm offers several options for manual and recurring billing of your clients. Here you can determine default recurring billing across your entire account, which can be later overridden on a group or individual client level. To configure, click on “Settings”, scroll down to “Reselling” and “Default Account-Level Pricing”.

See Billing Options for further details.

Payment Processor Integration

Marketing Optimizer offers a selection of integrated payment processors, allowing your clients to pay you with their credit card automatically. *THIS FEATURE* requires that you contact one of the supported processors and create an account. They will provide you with the information you need to configure the integration within Marketing Optimizer, which is done by going to “Settings”, “Reselling”, “Payment Processing”, and clicking the appropriate processor. Marketing Optimizer currently supports:

Billing Options

Resellers and Lead Aggregators have broad flexibility in how clients are billed. Clients can be invoiced and charged automatically for recurring fees, or credited and billed manually. You can establish account-wide default pricing or tailor billing on a group or individual level. Clients can be billed in real-time, or pay in replenished increments. Payments can be processed outside of Marketing Optimizer by hand or automatically by configuring one of our supported payment processor integrations (see section above). Clients can then log into their Marketing Optimizer account and provide a billing credit card for automatic payments.

To manage client billing options and invoicing, access your “Accounts, Groups and Users” section by selecting the drop-down menu on your account profile button. Here, select a client or client group and click “Billing” at the top of your group list.

For more information on billing options, visit the Reseller Client Billing page for further details.

Lead Purchase & Delivery Settings

Lead aggregators can set monetary boundaries for automatic lead sales, and can offer clients multiple delivery options. To configure, access your “Accounts, Groups and Users” section, select a client from a client group, and click the “Lead Purchasing” button at the top of your group list.

 

    • Lead Purchasing Limits – Here you can set limits on daily or monthly maximum leads sold or dollars spent. You can also apply a saved filter to govern what leads are purchasable by the client.
    • Lead Delivery Settings – By default, lead clients have basic login access to Marketing Optimizer, allowing them to see their purchased leads, view and purchase leads available for ‘Cherry Picking’, export their leads, manage their billing, view invoices, etc.. Alternatively, you can configure your client’s email address to deliver leads to, or deliver leads directly to your client’s existing CRM/ contact manager* by creating and selecting an HTTP POST configuration**.

* HTTP POST (plain text) compatibility and requirements are determined by the recipient.

** To create an HTTP POST configuration, click “Settings”, “Contact Database”, “Outbound”, “Outbound HTTP POST”, and select “Add POST Configuration” at the top of the list. The information entered in this section is provided by the BUYER. Visit the “Using Http Posts” details page for more information.

Private Labeling The CRM

Marketing Optimizer offers private labeling for resellers to utilize when providing a login for CRM or lead buyers. Private labeling allows you to brand the software with your name, logo, contact information, and provide a login/ logout address under your domain name. YOU are the service provider, and Marketing Optimizer is entirely transparent providing the platform.

To manage your brands, click “Settings” in the main menu at the top of the page and go to “Private Labeling”. To create a new label, click “Add Private Label”. From here, name the brand, enter a URL to the logo you wish to use, the login and logout URLs. *NOTE to privatize the login/logout URLs, contact the person whom manages your domain names, and ask them to create a CNAME (a sub-domain name such as “crm.yourdomainname.com”) and point the address to “app.marketingoptimizer.com”.

Your configured labels can then be applied to any of your user or client groups from the “Account, Group and Users” section.

Integrated Telephony Features

Marketing Optimizer offers *optional telephony-related features such as “Click-To-Call” and SMS (texting) to enhance your communication options, and marketing numbers for capturing and tracking inbound calls. To set up these features for use within your account, click “Settings”, scroll down to “Phone Integration” and select the desired feature. *NOTE: These features are provided by an integration with a third-party service provider, and are subject to additional per-minute or per-text charges. By configuring these settings, you accept billing for these services. Contact customer service for details on pricing.

  • Click-To-Call Caller IDs
    To utilize click-to-call, you first need to configure a default caller ID for display to your contacts. You also have the option to create and assign additional unique ID numbers to users if you choose. Learn how to add click-to-call functionality to your websites by clicking here.
  • SMS Message Templates
    Similar to how email templates work, SMS templates allow you to create a text message to be used in group actions and automations.
  • SMS Sender Phone Number
    When sending SMS messages, you first need to configure the sender’s phone number here.
  • Manage Tracking Numbers
    You can provision local or toll-free phone numbers for you to use anywhere you display a call-in number. Marketing Optimizer will then capture data from inbound calls, track inbound callers’ campaign source, campaign costs, even route return callers to their assigned sales rep.

For full details on Marketing Optimizer’s call tracking features, visit the phone number tracking details page by clicking here.


If you require additional support or training, contact customer service and we would be happy to help.