Adding Contacts to Weekly VIP Follow Ups

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Click Here To Learn: Uploading a Customer List to FloLoyal

Objective

This SOP outlines the steps to add VIP members to the Flow Loyal system, either individually or in bulk, ensuring proper tagging and message automation.

Key Steps

Step 1: Upload Contacts Individually 0:10

• Click the lightning bolt icon.

• Select 'Add Contact'.

• Enter all necessary contact details.

• Tag the contact with 'VIP' or 'Preferred Member'.

Step 2: Tagging Existing Contacts 0:25

• Navigate to the 'Contacts' area.

• Click on the desired contact.

• Click the plus sign for tags.

• Add 'Preferred Member' or 'VIP' tag.

Step 3: Upload Contacts in Bulk 0:40

• Click 'Import' and select 'Start Converter'.

• Upload your contact list file.

• Follow the prompts to ensure proper formatting.

Step 4: Download Cleaned List 1:07

• After conversion, download the cleaned list for your records.

Step 5: Create Text Snippet for VIP Members 1:30

• Click the lightning bolt icon and select 'Create Text Snippet'.

• Navigate to the 'Folders' section and find the 'Automation and Preferred Members' folder.

Step 6: Edit Introduction Message 2:09

• Edit the introduction text snippet to include a picture of yourself holding a product.

• Test the message by sending it to your number.

Step 7: Review Weekly Messages 3:06

• Review and customize messages for weeks one through four.

• Ensure to keep placeholders like 'Contact First Name' for personalization.

Step 8: Tagging Bulk Contacts 4:14

• Select multiple contacts by checking the boxes next to their names.

• Click 'Add Tags' and name the action (e.g., 'Adding to VIP').

• Use 'Preferred Member' or 'VIP' tag.

Step 9: Check Progress of Tagging 5:41

• Click 'Check Progress' to monitor the tagging process.

• Use the statistics button to troubleshoot any issues.

Step 10: Confirm Message Delivery 6:05

• Go back to 'Contacts' or 'Conversations' to confirm that the tag was added and the message was sent.

Cautionary Notes

• Ensure that all contact details are accurate before uploading.

• Always test the message to verify that it appears as intended.

Tips for Efficiency

• Use the bulk upload feature for larger lists to save time.

• Keep a template for your introduction message to streamline the process.

• Regularly review and update your message snippets to keep content fresh.