Documentation

Frequently asked questions:

  • How to import data from your previous solution or spreadsheets to your SeoToaster CRM?

    Go to "Import leads and organizations" tab of CRM config screen, download sample file for leads, lead options, organizations, organization options or tasks, fill it in with your data and upload CSV.

    how to import data from previous solution

  • How to add products and services?

    Go to STORE / Add/edit product screen. Here you can also set products tags and options, configure related products, manage inventory and many more

    how to add products

  • How to add PayPal credentials?

    Go to PAYPAL/ Paypal Config on your Admin panel. If you have a standard PayPal account you can add a widget for PayPal button to checkout template and to the quote template and you only need to fill in the email field.

    In case you have a Pro account (only available for USA, Canada and Australia) you can insert the direct payment form on checkout using this widget . For this you would need to feel in all fields.

    how to add paypal credentionals

  • How to manage Opportunity stages?

    We've preset different opportunity stages for you. You can find them on Opportunity stages tab of CRM config screen.

    how to manage opportunity stages

    To delete one simply click on the cross

    how to delete item

    To edit one, click on the probability icon you would like to edit and set the stage name that suits you best.

    how to edit item

    To set a default opportunity stage just choose one from the dropdown. The default stage will be ticked.

    how to set default opportunity stage

  • What is "Lead config" tab for?

    Here in Lead config tab you can, firstly, set task alerts in order for your sales people and admins to be reminded of upcoming tasks. Don't forget to set action emails for task reminder in OTHER / Action emails & SMS / Lead / Task reminder section.

    lead config

    And secondly, here you can add Google API key used on your website in order to be able to see on the map on lead profiles where your site visitors came from.

    adding google map api key

  • Lead type

    In Lead type tab you can see four preset lead types which you cannot either edit or delete. These lead types get assigned automatically to the leads who got to the system by submitting a form, or making a purchase, or registering on your site, or downloading something.

    lead type

    You can also configure your own lead types for those leads who get added to the CRM manually. You can even choose a default lead type that will be added to any new manually created lead by default. Lead types for any particular lead can be set from your CRM Lead screen.

  • How to create customers groups?

    You can find these settings on Customers groups tab in STORE / Merchandising section. Set a group name and price modifier either in % or USD.

    merchandising

    You can manage your clients and ser appropriate customers groups on the Clients tab on Dashboard (STORE / Go to Dashboard).

    managing clients

  • How to create sales users?

    Go to OTHER / Manage users and add new user or modify existing ones. Choose Sales person role for your sales staff and don't forget to add a mobile phone number so that they could dial leads out.

    managing users

  • How to set up a toll-free or local sales phone numbers anywhere in the U.S. and around the world to track inbound calls?

    Once you've opened your SeoSamba free account and logged in, go to Lead Tracking tab where you will see "Buy a phone number anywhere in the world" button. Click on it and you'll find the following configuration screen where you can search for a phone number with desired options:

    deliver superior services

    You can choose a country, number type (local, toll-free or mobile), search for a number within a specific zip code or matching some particular pattern:

    choosing country

    Buy any available phone number you choose by clicking "Buy number $ / Month".

  • What are the different lifecycle stages?

    Subscriber: Think of subscribers as those folks who know about you and have opted in to hear from you periodically. In many cases your subscriber base is the segment of your contacts database that has only signed up for your blog or newsletter and nothing else. You should nurture a long-term relationship with subscribers and offer them content that will increase the chances that they will move forward in the customer lifecycle.

    Lead: Leads have shown more interest in what you offer than subscribers have. Typically a lead has filled out a form with more than just an email address, often for some sort of content-based offer on your website. We see companies use the lead lifecycle stage for what we think of as general, broadly appealing, or top of the funnel offers. As each lead demonstrates a higher degree of sales readiness and qualification, they will move to further stages.

    Marketing Qualified Lead: Marketing Qualified Leads, commonly known as MQLs, are those people who have raised their hands (metaphorically speaking) and identified themselves as more deeply engaged, sales-ready contacts than your usual leads, but who have not yet become fully fledged opportunities. Ideally, you should only allow certain, designated forms to trigger the promotion of a lead to the MQL stage, specifically those that gate bottom of the funnel offers like demo requests, buying guides, and other sales-ready calls to action.

    Sales Qualified Lead: Sales Qualified Leads are those that your sales team has accepted as worthy of a direct sales follow up. Using this stage will help your sales and marketing teams stay firmly on the same page in terms of the quality and volume of leads that you are handing over to your sales team.

    Opportunity: Opportunities are contacts who have become real sales opportunities in your CRM.

    Customer: This is everybody's favorite lifecycle stage: an actual, paying customer.

    Evangelist: Evangelists are those contacts that are advocates for your business - they sing your praises from the rooftops! They are usually a small but vocal group who will refer new business to you unsolicited. Leveraging their networks often bring in new customers and help you reach leads you may not have been able to otherwise.

    Other: Other is the wildcard lifecycle stage. Examples of what this stage has been used for include: closed lost opportunities, customer renewals, and key accounts.

  • How to unsubscribe from sequences?

    Just add the token unsubscribe:link at the bottom of the email template used by the relevant sequences.

    You can have any number of HTML email templates in the system.

  • How do I connect my CRM to SambaSaaS

    To register in SambaSaas follow the link provided within WEBSITE ID CARD or go directly to https://mojo.seosamba.com/register.html. Valid email address if a must in both cases.

    Once logged into your SambaSaas account, go to your account settings to retrieve the SeoSamba token.

    token

    Then insert it into the relevant field at the bottom of your WEBSITE ID CARD found in your SeoToaster admin panel. Click Save and Connect and that's it!

    how to add token

  • How do I track my leads sources?

    Your CRM automatically displays your Ad campaign names. You need to tag your advert destination URLs with Source utm tags in order for this to work.

    There're 5 parameters you can add to your URLs:

    • utm_source - the advertiser that is sending leads to your website;
    • utm_medium - the advertising or marketing medium;
    • utm_campaign - the campaign name, slogan, etc.
    • utm_term - the paid search keyword (optional);
    • utm_content - differentiate similar content withing the same ad (optional).

    Example of an URL:
    http://www.example.com/?utm_source=newsletter1&utm_medium=email&utm_campaign=summer-sale&utm_content=toplink

    Click here (https://support.google.com/analytics/answer/1033863?hl=en) to look for more information about how to create an ad campaign.

  • How do I create my email template?

    When creating your emails, you can use pre-built templates that come along with the system or it is also possible to create your custom templates like you create the HTML pages.

    We prepared a set of email templates that can automate your marketing efforts and help you achieve your marketing goals. They can be found in a drop-down menu on the Email tab with "crm-" prefix.

    email-template-default-template

    Once you select one of them, the default text will be pre-populated in the email body where you can adjust it according to your needs.

    email-template-adjustments

    By clicking button, you can see how your email will look like.

    If you want to create your own template, it is easier to start with modifying an existing one. If you're an admin in the system, just click and then edit content icon. Once you edit the text In the popped-up window and save it, it will be pre-populated in the email body each time you select this template.

    email-template-preview

    In case you want to rename your email template, on the Preview page, click and then go to LAYOUT / Edit this template on Admin panel and modify the template name.

    email-template-code

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