Quick Tips for Success

Your "My Signature"

Your "My Signature" is populated with fields in your Account Settings and include:

 - First and Last Name
 - Phone Number
 - Default Web Page
 - Email address
 - Signature Image (Optional) Please see Account Settings to add an image to your
    My Signature

Your "My Signature" is automatically placed on all shared Email Messages sent to your leads as well as on your Network Web Pages. This can not be changed.

Create a Signature

Create a Signature:

Step 1:     Click the Account Settings tab.
Step 2:     Locate the Signature Wizard block.
Step 3:     Click the Add Signature button.
Step 4:     Insert the signature name and click Add Signature.
Step 5:     Locate your signature name and click on it to view the edit screen
Step 6:     In the Edit Signature block, select a signature image to be positioned on the left
                 hand side of your signature. Images can be uploaded through your Library Generator. 
Step 7:     Choose Show Corporate Links if you would like the preset “Join Now” & “Buy Now”
                  links displayed below your custom signature.
Step 8:     In the Signature Preview block, select Edit to create your custom signature with the
                  tools provided or copy and paste from another word processor. (You can add links
                  with the hyperlink tool to direct traffic as needed)
Step 9:     Select “Save Changes” when you have completed created your signature.
Step 10:   Your signature is complete.


Once a new Signature is created, you can assign your new Signature to individual Email Messages created by you or you can choose it as your default Signature. Your selected default Signature will automatically display on all newly created email messages. (See “Campaign” – “Create an Email Message”. Also select your default signature in the “Account Settings” tab).

Prospect Coops Overview

A Prospect Coop campaign allows you to manage a shared revenue marketing campaign and distribute prospects generated from the campaign according to which users have shares in the Coop. In other words, your marketing dollars just got larger. 

Here’s an example: Let’s say you want to put an ad in your local newspaper, and you get together with a few NetGen Users to split the ad costs. The ad costs become a value of shares. You create a Coop, add Members, and give them shares to the Coop. Based on the number of shares they have - prospects will automatically be distributed to them - right into their Prospect Generator account. As the Owner of the Coop - you can view all prospects generated by the campaign, however you can only manage prospects that have been distributed to you. Each Member owns their own distributed prospects. As prospects come in from the campaign, the prospects are dispersed according to shares purchased. It's that simple.

While preparing to create a Coop, keep in mind that the only mandatory piece to generate and distribute prospects is a Prospect Signup Form. The other pieces are optional based on the details necessary for the campaign.
Options:
 - A Prospect Signup Form can be placed on a partner web page with the Link Generator.
     (Creating Links to Forms and Web Pages)
 - A Prospect Signup Form can be placed on a NetGen Web Builder Page.
 - A Prospect Signup Form can be connected to a Category.

Create a Coop

Create a Lead Coop
Step 1:     Click on Prospect Generator, then on the Campaign sub tab.
Step 2:     In the Coops block, click Add Coop.
Step 3:     Name of the Coop.
Step 4:     Click Add Coop.  You will now see the Coop added to the list.
Step 5:     Double click on the Coop name. A new window opens with these sections:

    1. Coop Details
    2. Coop Members
    3. Coop Prospects

Coop Details
The Coop you choose will automatically be populated in the Coop Name field. The next field is the Signup Form or Forms attached to this Coop. Multiple Signup Forms can be attached to the same Coop. A New Coop will say “None”. The next step is to attach a Signup Form to this Coop.

Add a Signup Form to the Coop
Step 1:     Click Prospect Generator, then on the Campaign sub tab.
Step 2:     Under Prospect Signup Forms, either create a new form, 
                 or choose an existing Signup Form you will use for this Coop.
Step 3:     Click on a Signup Form. The window will refresh.
Step 4:     In the Signup Form Details block, scroll to the Coop for New
                 Prospects field. From the dropdown menu - choose the Coop to
                 attach this Form to.
Step 5:     Click Save Changes.

Note: All prospects, including manually added prospects, that go through Signup Forms attached to Coop will be dispersed to Members of the chosen Coop.

Add Lead Coop Members & Disperse Shares

There is no limitation to the number of Members able to be part of a Coop.  However, Coop members must be a NetGen user and you must know their User Account Name when adding them to the Coop. 

Add a Coop Member
Step 1:     Click on Prospect Generator, then on the Campaign sub tab.
Step 2:     In the Coops block, click on the Coop to edit.
Step 3:     In the Coop Members block, click Add Coop Member. 
                 The window will refresh.
Step 4:     Type in the NetGen User Name. Case Sensitive
Step 5:     Type in the number of shares associated to the User. 
                  See Dispersing Shares below
Step 6:     Click Save Changes.
Step 7:     Repeat to add multiple members.
   
Disperse Shares to each Member: Round Robin   
This system uses “shares” as the portion of prospects that will be allocated to each User. For Example: If there are 10 Users in a Coop and five (5) have two shares, and the remaining five have one (1) share, ALL USERS will receive one (1) prospect each. Then, the USERS with two (2) shares will receive a second prospect each. The disbursement will begin again – round robin style. 

Prospects Generated from Coops

Within the Coop, the Prospects area will display all prospects that have originated from the Coop. The Owner of the Coop (the User who created the Coop) will be able to view all prospects originated from the Coop, however prospect details are only viewed by the owner of each prospect. Each Member of the Coop will be able to view prospects and prospect details that are within their account.

Delete a Coop Member

Owners of Coop Campaigns may delete members of the Coop.

Delete a Coop Member
Step 1:     Click on Prospect Generator, then on Campaign sub tab.
Step 2:     In the Coops block, click on the name of the Coop to edit. 
                 The Window will refresh.
Step 3:     In the Coop Members block, put a check box next to the 
                 member to delete.
Step 4:     Click Delete Selected.

The member will be deleted and will no longer receive prospects generated by the Coop.

Delete a Coop

Only Coop owners can delete Coops. Once a Coop is deleted - all admin data will no longer be available. Prospects generated will continue to display in the Prospects tab of the Coop Members.

Delete a Coop
Step 1:     Click on Prospect Generator, then on the Campaign sub tab.
Step 2:     In the Coops block, place a check box next to the Coop you
                  wish to delete.
Step 2:     Click Delete Selected.

The Coop has been deleted.