This step-by-step guide walks you through the process of setting up the Relationship Manager tool on the DoWellWebTools platform at YourWebEmpire.com.
STEP
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Brainstorm |
Think about how you want to use your Relationship Manager. This will help you choose the right settings in the setup process. Some questions you want to ask yourself are:
STEP
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Set the General Configurations |
In the "Configure" section of the tool, go through each section and complete the information. Each section is described in detail in this manual. This tool has several custom configuration sections which you want to save for the next step: Tool Setup, Custom Fields, Membership Levels, Custom E-mail Lists, Open Registration.
STEP
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Complete the Information in the Custom Configuration Sections |
This is where you customize your tool based on your brainstorming in step 1. Each value is explained in the section. Enter in the values and click the "Configure" button at the bottom of the page. At this point, you can always come back to this section and tweak anything that needs tweaking.