Skip to content
Close
Sign Up for FREE
Sign Up for FREE
Screen Shot 2018-08-03 at 4.02.59 PM
Madison PurveyAugust 6, 20184 min read

Everything You Need to Know About rezora Contact Management and Updates

contacts and management

Did you miss the 5 Ways to Improve Your rezora Contact Management webinar? Don't worry! You can still access all of the information. The rezora experts covered everything you need to know about contact management and we have compiled all the helpful information into this blog post! From how to get the most out of your Master Distribution lists, to our new Contactually integration - we'll be giving you tips, tricks and best practices to better manage your contacts. To watch the webinar, click here. 

We're going to talk about: 

  1. ContactuallyIntegration   
  2. Zapier Integration 
  3. Opt-in widget 
  4. Master Distribution Lists 
  5. GDPR updates 
  • Other Features like Supercharge, Activity score and more!

 

Contactually

rezora and Contactually have partnered to bring you an integration between the two platforms for contact synchronization.  

How does it work? 

Contactually is a robust and intuitive Customer Relationship Management (CRM) platform. It makes the management of your contacts easy and provides appropriate follow-up reminders for you. With this new integration your interactions/ emails sent in rezora get logged in Contactually!  

How do I set it up?  

  1. Sign into both rezoraand Contactually in the same browser. 
  2. In your rezoraaccount, go to your apps and integrations page (under your account menu). Screen Shot 2018-08-03 at 4.02.59 PM
  3. On that page, you will see the Contactually integration.Click on the "create new token” link.
  4. On the next page, click "authorize app."
  5. Since you are already signed into Contactually in that same browser, the next step is to click "create token" and rezora and Contactually will be officially connected! 

What does this allow me to do? 

Pulls in distribution lists and contacts from Contactually. 

Things you can do: 

  • The integration will sync the two accounts automatically every day. 
  • Or you can sync the accounts manually at any time instantly.

-How: Go to your contacts page then under the options menu click "Contactually sync contacts" 

-We recommend selecting "overwrite existing contacts." 

-Click "Sync Contactually Data" and you're done! 

-Watch this 1 minute video to see it in action! 

This feature was designed for people who prefer to do their contact management outside of rezora. After connecting to Contactually through your rezora account, you can from then on manage your contacts, distribution lists and buckets in Contactually You can check the “my imports” page to see the import in progress. 

"My imports" page update: 

CRM Syncs area located under "Completed Imports": 

  • CRM Syncs in Progress
  • Completed CRM Syncs

This allows you to view the progress and results of your CRM syncs. 

Want to learn more about Contactually? Visit here for more information about Contactually and the Integration. Contactually is a great CRM tool and offers a free trial! 

 

Zapier

How does it work? 

  • Zapier is a third-party integration.
  • Zapier connects to over 1000 apps so you can pull your contacts from multiple resources.
  • You can create a free account with Zapier.

What does it allow me to do? 

  • You can set up your rezoraaccount to zapier and any emails you get from Outlook, Gmail, etc. will save new contacts in rezora. 
  • Can share contacts with partners/ groups of agents

How do I set it up? 

  • In your rezoraaccount, go to your apps and integrations page (under your account menu). 
  • Scroll down to the bottom of the page where you will find suggested zaps
  • Select the zap you want, then click "Create this zap" on the following page.

The opt in widget

  • How: Go to "My Account" and select "Apps and Integrations." Then select "Distribution List Widget." Next, select "Generate widget code."
  • This will allow you to create a customizable form that can take in name, email address, phone number, business information, etc.
  • You can then send those contacts to a specific distribution list
  • Click "generate code" and copy and paste the code to your website and start collecting leads!
  • This feature is super GDPR compliant!
  • If you would like to see an example, email support@rezora.com 

 

Master Distribution Lists 

  • This is an easy way for Company Admins to upload one list and share it with multiple agents.
  • In your company admin account, go to the "Sales Agents" menu then select "Import/Update Master Contacts" and import a CSV file.
  • Import your CSV file and then select "Create New Master Distribution List"
  • Next, return to your "Sales Agents..Import/Update Master Contacts" menu and now select "Manage Agent Access."
  • From there, find the new master distribution list you made and select the agents who you want to give access to.
  • In the selected agents accounts, they will now be able to view the new Master Distribution List you have made.

-We would love to hear your feedback on this new feature! If you have comments, questions or concerns visit the ideas page 

 

GDPR updates 

  • Designed to give users rights over their data including how their private information is used and shared and for what purposes.
  • Allows contacts and agents to be able to view their personally identifying info and may purge it if they request.
  • For more information visit 

 

More features: 

Super charging contacts 

  • What does it do: Supercharging a contact will go out into the internet and find public info about that contact and pull it into rezora.
  • How to do it: Go to your contacts and select the contact you want to supercharge. Select the blue button that says supercharge.Screen Shot 2018-08-03 at 4.03.13 PM
  • Public information from your contacts' social media pages will show up on their contact profile.

 

RELATED ARTICLES