OfferingTree includes customer relationship management features that can help you more effectively stay connected to your clients and students. 

Searching for Clients

You can easily search your existing contacts by typing in the search field. OfferingTree will automatically show you only the contacts that match your search criteria. For example, in the below search, any contacts with the letters "lo" in their name or email address are displayed.

Filtering Clients by Tag(s)

In addition to searching for clients, you can also filter clients by tag(s) that they've been assigned. The system automatically tags a contact whenever they sign up for an event, purchase a package, buy a store item, etc. You can also create your own tags and assign contacts to them.

To filter by tags, select the drop-down menu under "Filter Contacts" and then pick the tags you want included in the filter. You can also exclude contacts by selecting an excluding tag. You can choose multiple tags if you like. To remove a tag filter, simply click the small "x" next to the tag name.

Selecting Clients

Once you've found the clients you wish to contact (either by searching or filtering), you can then select the clients you wish to contact by clicking on the box to the left of their name. If you want to select / unselect all visible contacts at once, simply click on the grey box with the dash at the top of the page. Also, you can select one or multiple contacts even as you navigate different pages of contacts and can even change the number of contacts shown on a single page.

Emailing Clients

Once you've selected one or more contacts, you'll see a new button appear that says "Send a message to __ contacts." Clicking on this button will let you start composing an email to these clients.

Managing a Contact

You can manage a contact by clicking on the three vertical dots within that client's contact entry. If you unsubscribe a client, they will still be in your OfferingTree account but they will no longer receive any future newsletters that you send out, however, if they sign up for a class again then you could still send them a roster message. If you delete a client, they will be removed from your OfferingTree site entirely and will no longer show up anywhere on your site (including registration information). The Edit menu item will appear if you can edit a contact's information. If the client has an OfferingTree account you cannot edit their information as this can only be done by the client using their user dashboard. You can view the details on what a client has purchased by pressing on the "View" menu or by clicking on their name or email. Please see this article for more information.

NOTE: Clients can always unsubscribe themselves from your newsletter by clicking on the unsubscribe link on the bottom of your communications. Please be aware that the unsubscribe link won't show up when you use OfferingTree's preview feature for testing your newsletter since you're opting to send it to yourself and so we don't include the unsubscribe link.

Creating a Contact 

In addition to importing contacts, you can also manually create a contact by clicking on the "Create Contact" button. Simply fill in the name and email address for the new contact and click "create" and your new contact will be added to your OfferingTree site. NOTE: You need a person's permission to add them to your contact list so do not just add contact info without confirming that you have received the person's consent to do so.

Contact and Client Notes

The ability to take and organize notes for your clients can be a powerful tool in offering a more personal touch. It can also be critically important to keep track of important details about your clients so you can offer the service they need. Read this help article for information on how to take and track notes for a client or contact.

Import or Download Contacts

Here are a few more articles that show you how to import and download your contacts:

Import your Contacts

Download your Contacts