This video is about the importance of Fields in RenMind Wire. You will also learn how to set one up, and how they relate to uploading new contacts.
The Contacts Area is where you manage all of the connections you’ve made. One of its features is the Fields area and it’s extremely important in keeping track of contact information. Before you upload new contacts or start using Forms, the first step you should take is setting your Fields.
Once you’re in the Contacts Area you can click on the Fields button on the grey navigation bar.
Wire includes a number of common Fields that you can use for categorizing and keeping track of customers. Every new Wire user will have these Fields available:
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Think about what would be helpful to you for organizing contacts and building lists in the future. Whatever information you’d like to collect, you can set up a Field to ask leads to fill out. Often, you’ll have new information you’d like to add that’s on a business card, which you would add with the Easy Form upload. If you’re using File Upload then you may have a column header in your spreadsheet that isn’t already in your Fields area. You can easily add that new type of information by setting a Field.
You can set a new Field by clicking the Add New Field button. All you have to do is label your new Field and determine if it is a Text, Numeric or Date. I highly recommend that you almost always use the Text option since it gives the most leeway when it comes to character people can use when filling out your lead forms.
Here’s more information on your 3 basic options:
See the above video for setting new Fields to help manage your RenMind Wire account to suit your company’s needs. Keeping up with your Fields will mean that you can always count on successful additions to your Contacts area, and help you keep on top of your marketing efforts.
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