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MyUnivera Manual User Manual

1. Configure SPOTS view my configured spots Spots are widgets you create and place on your personal website blog and social networks so that people can quickly learn about your project You can create and reuse SPOTs all over the Internet Your current SPOTs are listed below Follow these steps to Configure a New SPOT A Click the Configure a New SPOT button Admin Defaults Resource Center cir cled in ri ed Show Me Now My Bookmarks My Configured SPOTs pated POT Name ne Autoresnonde iz onta are Q Note your SPOT preview outlined in red will load automatically as you make your selections e Select a Type Video Prospect or Call 5 e Size Medium Large Small if a applicable ea e Select a Theme Tip choose a color sida aa a scheme that will compliment the site Your SPOT preview 5 57 where you plan to share your SPOT will load here e f configuring a Video SPOT select a un SES Video Note Video features will only iz appear on Video type SPOTs Enable Auto Play Select yes or no xi olac EDR Add A Message Note 70 characters Example yourname yourwebsite com Itis recommended to use your ez member web site as the link from your SPOT max e Edit button text Note 30 characters eee max Enable Autoresponder if enabled the system will automatically send a simple Thank You email without links when a lead is captured through the SP
2. o 12 28 11 Laura Finley afinley233 yshoo c 281 352 3566 English Manual amp Support Center 11 26 11 Martha Miller et738 aol com 1 785 640 9150 English Nutritional Cleansin Contact Us 11 17 11 Kailey Sander kailey sander gmail English Manual 11 16 11 Denise Cargo deniseaue hotmail 907 688 4495 English Manual o 11 14 11 peggy reiter 11 14 11 Jennifer Ballard texansabroad aol o 281940715 English 11 14 11 Tiffany Spencer tiffanypspencer yah 615972820 English o 11 14 11 Ashley Moreland amercerk yshoo co 770380646 English Csv amp amp R reiterpeggy13 hotr 563581804 English amp amp amp amp 9 11 14 11 megan goertz meganschall gmail 406548756 English A M4 Page 1 EN 2 Displaying 1 to 1 of 1 items Upcoming Appointments You have contacts Wed Thu sep 11 to feb 12 Contact Count Appointment click appointment for more details 5 2 V 2 H E Se Add Note Appointment View My Calendar Support Center If you need assistance of any kind please visit the support center Click here to navigate to the Support center e Shows you a graphical representation of the number of contacts you have broken down by the month they were added Updated 2 15 13 MyUnivera Manual Contact List Adding Contacts Follow these steps to manually enter a contact e Click the Add Manually button circled in red Enter the contact
3. o Standard emails allows you to build your own email or select Send Mail al from pre formatted email 2 S Send all of your mail from one easy to use page Start by typing the name of a group or contact you want to message or choose between a tem plates including text standard email or a drip email series to begin Need Help content Use the following buttons to complete the email boxed in red o Template boxed in red Select from the drop down any ramai memos frae sare end tone you for visting my Myer com abate Subject Hello prospect_first_name following up to your inquiry about Univera I am following up with your request for more information on specify here It would be my pleasure to meet and discuss this with you one O t e temp ate emal S in more detail O Next b utto n boxed in red let me know which option is convenient or an alternate date that works with n h Once again thank you for your interest I look forward to hearing from you Use this button once you have completed your email content an d re ad y to D revi ew a n d KE T only click once and be patient as your message preview is generated ee send o Change Content boxed in red Allows you to return to the Getting started point without having to submit or send this email o Use the edit features boxed in yellow to create your email these include all standard email t
4. Next button Some notifications are helpful tips or general notifications which do not need actions These notifications will have a Next button to mark the message as read and load the next message What happened to my notifications Notifications whether dismissed or completed will automatically re appear when important again MyunurTerate COM el Alan Gloyne Alan Gloyne s Dashboard S mo Search Contacts and Resource Center i Contacts Dashboard includes Need Help sl Welcome to MyUnivera This is your Daily Task List El Hot p Follow the personalized expert advice to get the most from your Marketing System Here A Bu R ou vvill find everything you need to become a successful marketer The process is What is My Dashboard e Notifications EE em en o The notifications section Fig 2 boxed in LS yellow is a dynamic intuitive and educational section that will constantly op icen SPOTI Eee pelea ee suggest next best activities based on a EN proven performance metrics These notices will change over time and will be ALAN123 MYUNIVERA COM different between users ep o Clicking Continue will mark the notification as read remove it from your notification list and forward you to another location to complete the recommended activity Clicking Dismiss will mark the notification dismissed and load the next one e Contacts oThis graph gives you a view of the cont
5. not shown e Under Choose an action to perform select Export to a file e Click the Next button e Under Create a File of Type select Comma Separated Values e Click the Next button e Under Select folder to export from select Contacts under Mailbox e Click the Next button e Enter a name for the CSV file under Save exported file as e Click the Next button e Select Export Contacts from folder Contacts e Click the Finish button Updated 2 15 13 MyUnivera Manual Contact List Exporting Contacts Follow these steps to export your contact list e Click the Export Contact button circled in red A pop up window opens outlined in red e Select an option for your exported CSV file Either Open with or Save File MyunurTeral tn COTT r Manage Contacts Use this page to vievv and edit all of your contacts It also gives you a 2 vv notes or appointments Contact List Date First Ham Last Na 01 10 12 Tiffini 1 26 11 Martha 4 17 11 Kailey 1 16 11 Denise 1 14 11 peggy 1 14 11 Jennifer 1 14 11 Tiffany 14 11 Ashley Coleman Finley Miller You have chosen to open customer list csv which is a csv File 1 3 KB from http univera repstars com VVhat should Firefox do vvith this file Open with Browse Save File Home Contacts Marketing My Profile _ Do this automatically for files like this from now on Contact List View Edit Contact
6. s First Name Last Name Email and Telephone number outlined in rea Note you will be add more information for this contact later using the View Edit icon in the Options column e Click the Add Contact button The contact will be added to your Contact List Home Contacts Marketing My Profile Support My Admin Myunurerate COM Manage Groups Manage Contacts gt aD CED Use this page to view and edit all of your contacts It also gives you a 2 week snapshot of your calendar with links to add notes or appointments Contact List Add Manually First Name Contacts Questions Need Help Resource Center My Bookmarks Support Center Last Name Email Telephone I confirm that I have permission to send emails to all prospects and I agree to the anti spam policy Add Contact Date First Name Last Name Email Telephone Locale Source Type Group Personae J 52 d Ze d Ze dE Ze dE Ze d EH Ce SURO Options 01 10 12 Coleman tiffinich sboglobal r 310 413 0768 English Manual 12 28 11 Laura Finley sfinley232 yshoo c 281 352 3566 English Manual amp 11 26 11 Martha Miller et728 a0l com 17856409150 English Nutritional Cleansin 11 17 11 Kailey Sander kailey sander gmail English Manual a Manual a 11 16 11 Denise Cargo denisecue hotmail 907 688 4495 English 9 11 14 11 Jennifer 11 14 11 peggy reiter reiterpeggy13 hotr 563581804 English Csv
7. 2 Check the IC box next to each S POT to 08 30 11 Facebook Test SPOT Large Video None 0 4 add the Instant Contact option outlined in red Instant Contact IC minutes are only available on certain subscription levels Use of IC requires available call minutes on your account Updated 2 15 13 MyUnivera Manual Mobile Phone Application The Mobile Phone Application lets you take your marketing system with you giving you access to your Contact List Add Contacts quick links to telephone and Email Contacts view your SPOT performance statistics Calendar Events and more Follow these steps to install the Mobile Phone Application on any smart phone Access your Mobile Passkey Password 1 Myunureratz mobile NU Click the My Profile tab in the MyUnivera main navigation bar 2 Scroll down to the Mobile App section on the My Se Profile page and retrieve your Mobile Passkey Option 1 Open the URL from your cell phone My Contacts New Contact Marketing Agent 1 Open the Internet browser on your phone 2 Key in the following URL http VVVVVV myunivera com my mobile 3 Follow the instructions on the How to Install screen Key in you ID either as your Email address or My Calendar Calendar Sync SPOTs Univera Member ID followed by the Passkey as retrieved above 4 Select the Add to Home Screen option 5 Click the Add button to add the MyUnivera icon to your home screen Option 2 Text a link to
8. simple to use and gives the user up to date information about their account and marketing performance Each of the headings Fig 2 circled in red are hyperlinks to the associated content with the Notifications section as the focal point for suggested marketing activities The notifications you see on your homepage dashboard are i intelligent recommendations based on contact activity your actions and other insights Alan Gloyne s Dashboard W s Notifications Contacts 2000000 Following the recommendations on the notification center is Need Help the best way to grow your contact list maintain your EXISTING Fatowne peisonaizes expen aice to g t most tom your wartetng system Here A Rate ynivertanua contarte and achieve success when using MyUnivara SE hope you enjoy your new recommendations c de Should Continue or Dismiss notifications Top Video SPOTs My Website Marketing Results Most notifications will direct you to email certain contacts or m x navigate to certain page of the system to perform an activity AEE Sf set Clicking Continue will mark the notification as read remove s ES R it from your notification list and forward you to another location to complete the recommended activity Clicking Dismiss will mark the notification dismissed and load the next one Dashboard Fig 1 What is the
9. to MyUnivera You are not allowed to edit these fields Use this page to update and maintain your personal information Click the Save button at the bottom of the page when you are finished ne ontacts Marketing My Profile Support COTT My Profile and Preferences Search Contacts Questions My Profile Need Help Resource Center My Bookmarks First Name Univera Admin Last Name Admin Email Address univera univera con User Display Name univeraus Email Signature Select the closing that will be automatically added to all emails sent through your MyU te You can view and modify your eSignature on the My eSignature page under the Marketing ta ch Signature Custom Signature B Z U 486 FontFamily Font Size A 32 A lim 42 Successfully member_fir We oer member_last_name e er e membe eye ite My Instant Contact Details You will be notified according to these settings when a contact fills out a SPOT You will need to enter your telephone number timezone an newly c ed le ads d hours when you would like to receive notification abou Phone Number Country Code Area Code Phone Number Example 1 786 111 2222 Call Me Between 9 00am E and 5 00pm D My Time Zone 06 00 United States CT DN Also send Z Email dl Text Message SMS Disable Calls C Disable all telephony features Preferences Select your preferred date display format below Date
10. would like to see added Please contact us Your feedback is important Follow these steps to submit feedback about MyUnivera e Click the Contact Us button on the right side of any page circled in red above e Select a topic from the drop down list e Enter a rating if applicable Type your questions comments in the space provided e Click the Send Feedback button Univera Customer Service is also available to answer any questions you may have My Profile Support My Admin Support Center Support Categories s cerina started s n roubleshoatina search Use the tabs below to browse by category or enter a keyword in the Quick Search area to quickly locate information on a particular subject Search Contacts Questions Need Help Resource Center My Bookmarks Clear Search All Categories Click on each item below for more details or use the Quick Search bar above to find information on a particular topic or feature URL MyUnivera Subscription Options General Information whatis the SMA solution Overview of MyUnivera features available on each subscription EE How can the SMA solution help me communicate with and convert leads What monthly subscriptions are available D Which subscription is right for me Can change the monthly su bscription that currently have El How get more Instant Contact Minu
11. your cell phone 4 Note use this option only if your cell phone number is entered in the Phone Number field in the My Instant Contact Details section on the My Profile page outlined in red on Figure 2 Once you receive the text click the link to open the URL on your cell phone Key in the following URL http Wwww myunivera com my mobile Follow the instructions on the How to Install screen Key in you ID either as your Email address or Univera Member ID followed by the Passkey as retrieved above Select the Add to Home Screen option Click the Add button to add the My nivera icon to your home screen Accessing your already installed Mobile Application 1 2 On your Mobile Phone Click the MyUnivera icon to launch the application Enter your Member ID and PassKey to login to the application Note your PassKey can be found in the Mobile App section on the My Profile page 3 4 Click the Login button The MyUnivera Mobile Phone Application opens Updated 2 15 13 MyUnivera Manual Support Center Page The Support Center is where you can find valuable information and on line tutorials to get started using MyUnivera along with sales coaching resources and answers to Frequently Asked Questions FAQs Use the tabs to browse by category or enter a keyword in the Quick Search area to quickly locate information on a particular subject Do you have questions about MyUnivera s there an enhancement you
12. 1 Cargo deniseqrue hotmail 907 688 4495 English reiter teiterpeggy12 hetr 5636581804 M English Csv Ballard texansabroad acl c 281940715 English s Updated 2 15 13 MyUnivera Manual Importing Contacts Continued English 07 02 12 05 45pm Catherineyoungperetz Logout Be sure to review this information before continuing Match the source columns columns supplied in the MyunuTerate CSV file shovvn in blue to the Target columns shovvn in blue Search e Click the Save button circled in red Upload Contacts You are attempting to upload 2371 Contacts To save these contacts to your contact list press the Save button Need Help H fi d dj h h i b Support Center As this process can take a short while a progress Ifyou need to change any of the Target Columns below you may do so by selecting the proper Target Column from the drop down list AN Contact Us re port will display the curre nt details while the 77 be stored in a note attached to the Contact History instead of a field If you think there is a better field S select it from the drop down lis contacts are added to your Contact List and a Source Coumn Target Colum Fongen Example 2 Example 3 summary of the results will be displayed Se Ss CMAC810H YAHOO COM tbrackens20046 yahoo com meters hughes net 5136025396 5405639373 3305323710 ROANOKE VA 24019 Business Prospecis EST EVEN NG disc Sent Email about TRY AGAI
13. Ballard texanssbrosd sol c 281940715 English Csv Contact List Importing Contacts Follow these steps to import a list of contacts e Click the Import Contacts button circled in red e Click the Browse button to select a CSV file outlined in red Note CSV stands for Comma Separated Values Export your database to as CSV file using a program like Excel for example e Click the Import File button The Uploaded Contacts page opens shown on next page Support My Admin Myunureralt an Manage Contacts Manage Groups Use this page to vievv and edit all of your contacts It also gives you a 2 vveek snapshot of your calendar vvith links to add notes or appointments Contact List Import Contacts Browse Search Contacts Que ions Need Help Resource Z Is the Header included in your CSV file E 1 confirm that I have permission to send emails to all prospects and I agree to the anti spam policy Import File Date First Nam Last Name Email Telephone Locale Source Type Group Personaliy Er J E aome ane e m SO anual famo e Pi e e 54 4 Options QD 01 10 12 Tiffini Coleman tiffinich sboglobal r 310 413 0768 English Manual 12 28 11 Laura Finley ofiniey223 yahoo c 281 352 3566 English Manual 11 26 11 Martha Miller et728 sa0 l com 1 785 6409150 English Nutritional Cleansin 11 17 11 Kailey Sander kolley sonder gmail English Manual 41 16 1
14. Details Follow these steps to view edit your contact details e Click the View Edit Details icon yellow pencil in the Options column outlined in rea for the contact you would like to view edit The View Edit Details window opens Edit the Contact Information if necessary e Click the Add Detail button circled in red to see additional fields such as Best Time to Call and Time Zone MyunurTeratae COM Home Support My Admin Search LI Need Help Cent My Bookmarks Q English 02 13 12 12 42pm univeraus Admin Logout Contacts Marketing My Profile Manage Contacts Manage Groups Use this page to view and edit all of your contacts It also gives you a 2 week snapshot of your calendar with links to add notes or appointments Contact List Date First Name Last Name 01 10 12 Tiffini 12 28 11 Laura 11 26 11 Martha 11 17 11 Kailey 11 16 11 Denise 11 14 11 peggy 11 14 11 Jennifer 11 14 11 Tiffany Coleman Finley e Enter as much information as you have in the fields provided e Click the Save Contact Info button when finished Email Telephone tiffinich sboglobsl r 310 413 0768 afinley232 yshoo c 281 352 3566 et738 sol com 1 785 640 9150 kailey sander gmail denisecue hotmail 907 688 4495 reiterpeggy12 hotr 563581804 texansabroad sol c 281940715 tiffanypspencer yah 615972820 English English English English English English English English Loca
15. Format MM DD YY E My Marketing Agent Your Marketing Agent is available via email for your convenience Select the option below that best fits your needs Reminder Mode Only send my Marketing Agent when I have not logged in lately Every Month Send me my Marketing Agent email on the 15th of every month Disabled My Marketing Agent email will only be sent by my request on the Marketing Agent page Mobile App You will need to use the mobile passkey found below in combination with your Email Address univeraus univera com a your m we pho ne to get started Mobile PassKey adminAdmin Mobile PassKey admin Admin Retype Click the Save button at the bottom of the page when finished circled in rea Updated 2 15 13 MyUnivera Manual My Profile and Preferences instant contact My Instant Contact Details My Instant Contact Details The Instant Contact settings determine You will be notified according to these settings when a contact fills out a SPOT how the system WI perform when a contact You will need to enter your telephone number timezone and hours when you would like to receive notification about fills out the lead capture form on one of your Phone Number Country Code Area Code Phone Number Example 1 786 111 2222 SPOTs You can set it to call you only during those hours you are available as well as send you an Email Remember to update your Instant Contact settings or
16. MyUnivera Manual MyunuTeralsz P 7 n User Manual Version 3 25 Updated 2 15 13 MyUnivera Manual Contents OP 0 b n ee ere 3 Home Pago soran 5 Manage Contacts Page 7 Contact List Adding COnlac EE 8 Contact List Importing ele E e 8 IMPOMING GONTACTS e Lu dl E BEE 9 Deleting recently uploaded CSV 9 Dave Outlook Contacts eegene 10 Contact List Exporting Contacts 11 Contact List View Edit Contact Details 11 q r s id Ke 12 Contac r eege 12 WA Ge OTN AI PO EE 13 209123 S NC E 14 KEE GE EE egene 14 Marketing Tools e 15 Condurre SPOTS A 1770070 1000000710 0000000000 0000000 0000000 16 Conigure a Ee 17 MSO AGN WC ee 18 Makemo ACCME Te 19 Ve En 20 create et Vea E 21 s li lee WT 22 Bajet Su O aa ao 22 Custom DID EMAIS iniisa eee 22 Coni Email Message e lan EEn 24 Eli ICC FAS a E 25 Email Center Page scheduled emails 26 REVIEW Drip AAT UC 26 Ve EE 27 My Profile and Preferences AA 28 My Profile and Preferences instant contact 29 MODISE PHONG ADPIC EE 30 UEN e CC 31 Updated 2 15 13 MyUnivera Manual Dashboard Page The Home Page Dashboard is the landing page for MyUnivera It is informative yet
17. N 2012 MyUnivera Powered by RepStars Use of this web site constitutes acceptance of the RepStars Privacy Policy and Terms of Use Deleting recently uploaded CSV File Should you need to reverse out a recently uploaded batch this can be done from the Manage Groups link Click the Delete CSV Uploads in Batch circled in red Manage Groups Click Delete Group to delete the Group from your list but keep the Contacts tied to that Group Click Remove Contacts to remove the Contacts but keep the Group in your list for later use Click Export Group to export all of the Contacts within that Group to a CSV file Title of Contacts Delete Group Remove Contacts Export Contacts Hot Leads 0 Corporate Empty Empty Opportunity Based Leads 0 Empty Empty ProductBasedLeads 0 Empty Empty Create New Group From the list of CSV Uploads you have performed in the past select a batch to be removed highlighted in red then select the Submit button to perform the action Corporate Corporate Delete CSV Uploads The following is a list of CSV Uploads you have performed in the past Select one and you have the option to Updated 2 15 13 MyUnivera Manual Save Outlook Contacts as CSV File Follow these steps to save a Microsoft Outlook contact list as a CSV file e Open Outlook go to the File menu and select Import and Export The Import and Export Wizard window opens
18. OT Show Contact Info Note this option is only available on Large size SPOTs Send Contact to Enter the URL where you would like to send your contact after they have entered their contact information Give your SPOT a name Tip name each SPOT according to its use Click the Save SPOT button circled in red to Save 3 Enter the URL where ne would like to send your contact after they have entered their contact information After you configure a SPOT it will appear in your My Configured SPOTs list on the Configure SPOTs page Creating SPOTs may be limited by subscription level Updated 2 15 13 MyUnivera Manual Video Manager Page Create and upload your own videos to further Sa customize and personalize your SPOTS Myu nerag Home Contacts Marketing My Profile Support My Admin Note All uploaded videos will be reviewed for appropriateness by the Univera Compliance Media Manager view Available Media Deparment usually within 48 hours Check ING E a Seah stated in the RepStars Terms Of Use will result in flagging of your media and immediate termination of your account Status in the Videos Available section at the 252 bottom of the page for current availability 1 File to upload PU X Browse Suggested file size 50mb or less e My Bookmarks Important things to keep in mind un e 4 Language English e g Instructional Sales Product Max 255 You must have approval from copyrigh
19. acts highlighting the Dashboard Fig 2 percentage with the most activity View Agent and View All are quick links to the Hot Contact follow up guide and to the full list of contacts e Top Video SPOTs Updated 2 15 13 MyUnivera Manual o These images are quick links to view and share SPOTs with new prospects and for driving traffic to the Associate s website The SPOTs displayed are the users most effective based on views and captures and will be frequently encouraged to share through notifications e My Website o This is the link to the Associate s replicated website URL boxed in blue for sharing with new prospects for recruitment into the business and for new customer sales e Marketing Results o Displays in a graphical line chart the Associate s traffic results for the previous three months Myunureratae English 102 22 13 10 53am Alan Gloyne Logout COm a Alan Gloyne Alan Gloyne s Dashboard A mo tho Need Help l Notifications Contacts Search Contacts and Resource Center e Need Help Items boxed in red Access to the online User E Welcome to syUetere This ts your Dali Tsk List ess Need Help 1 Dn i d Regular MyUnivera Manual Manual or access to individual help topics is a click away 7 77 iy E Simply select the topic and click it to display the descriptive oe ee What are Notations About Contacts help text About Top Video SPOTs About My Website Top Video SPOTs Website Ma
20. cheduled Emails messages you have created that are scheduled to be sent 1 or more days in the future Search Sent Emails Scheduled Emails Need Help Date Subject Read Options Date Subject Sent Options Resource Center 07 28 11 Sending Emails 0 gf X 02 16 12 The new Product launch 0 1 mx My Bookmarks 06 03 11 Hola Martin K x Support Center Click the red X to Cancel the Scheduled Email Note the message will be permanently deleted and not sent to the recipient s Review Drip Emails Click the Review Drip Emails button circled in red above to see the history of all your Drip Email Campaigns Use this list to keep track of who you sent campaigns to and the date sent as well as Recent Activity associated with each Campaign English 02 15 12 12 03pm univeraus Admin Logout Myu rals Admin Home Contacts Marketing My Profile Support My Admin com Email Center me My Drip Emails Search Start Participant System Last Email Status Options VContacts Questions Date 09 01 11 Aaron Smith Product and Business Hi prospect first name Isagenix is affordable Day 1 Completed ir Series Need Help Resource Center 03 07 11 Sebastian Product and Business Hi iprospect first name Can you say to being thin and Completed s s My Bookmarks 6 Leonardi Series vvealthy Day 8 Support Center Updated 2 15 13 MyUnivera Manual Newsletters Corporate Newslett
21. e Lead Capture Pages Upgrade your subscription to take advantage of this powerful tool Updated 2 15 13 MyUnivera Manual Configure SPOTs Page Create and reuse SPOTs all over the Internet Your marketing success depends on being seen and your SPOTs are terrific tools for helping you capture new prospects The My Configured SPOTs section displays the configuration settings for each SPOT in your account Created date the SPOT was configured SPOT Name named according to intended use Type size and type of SPOT Autoresponder If enabled the system will automatically send a simple Thank You email without links when a lead is captured through the SPOT IC Instant Contact feature is enabled if box is checked Views number of times SPOT has been viewed Contacts number of contacts captured Share click to share SPOT see below Follow these steps to Share a SPOT e Click the Share icon circled in red above The Share your SPOT window opens The following options are available e Share Quick links to share SPOTs on popular platforms e Bookmark Quick links to bookmark your SPOT on popular social bookmarking sites Link Share the link provided Click in box and Copy CRTL C then place Paste your SPOT link to any web page or Email e Embed Select a social network or copy the text provided to embed your SPOT on any web page e Preview Click the link to preview your SPOT not shown Cr
22. eSignature Customize your graphical eSignature and use it as your digital business card in online mail services like Gmail mail programs like Outlook internet forums and websites Take advantage of Its ability to drive further traffic to your marketing tools by the use of its many Buttons and Links Use the eSignature Report boxed in green to keep track of views and clicks If the recipient is entered in your Contact List you can view their eSignature activity in the Contact Details My eSignature EED m Note Go to the My Profile page Customize your eSignature and use it as your digital business card in online mail services like GMail mail programs like Outlook internet Need Help forums and websites Use the eSignature Report to keep track of views and clicks Ifthe recipient is entered in your MyUnivera Contact List you to set VO u r eSig n atu re as th e can view their eSignature activity in the Contact Details closing to all em al Is se nt Note Go to the My Profile page if you would like to set your eSignature as the closing to all emails sent through your MyUnivera account through your account Alan Gloyne Prosperity 1561 271 1046 fe ee Or you may copy your eSignature boxed in red to uniera then paste it into your internet email system About Me Vitality My eSignature may only be available at top levels of service GO to Support My eSignature Report successful especially economic well b
23. eating SPOTs may be limited by subscription level English 02 13 12 07 27pm univeraus Admin Logout Home Contacts Marketing My Profile Support My Admin a MyunurTerafs Admin Config ure SPOTS View My Configured SPOTs Spots are widgets you create and place on your personal website blog and social networks so that people can quickly learn about your project You can create and reuse SPOTs all over the Internet Your current SPOTs are listed below Search Contacts Questions Create New SPOT Need Help Admin Defaults Resource Center Message Button Text Show Me Now My Configured SPOTs My Bookmarks Support Center Created SPOT Name Type Autoresponder Eb Views Contacts Share Options 02 08 12 ThePowerOfU Large Video None 8 12 0 Loves 10 07 11 transparent SPOT Large Video None a 2 1 ih 10 07 11 New SPOT Large Video None ia 4 1 hove 09 12 11 Safari Large Video None d 6 7 ft d 08 31 11 Bear Large Video None H 19 CS Love 08 30 11 Facebook Test SPOT Large Video None e 11 dl Z 06 16 11 lsaqenix Vision Large Video Thank You Without L ial 13 1 d Instant Contact IC requires available call minutes on your account Click the button below to set up your Instant Contact function Manage My Instant Contact Details Options View SPOT Statistics Preview Edit or Delete SPOT Instant Web Callback Y
24. ed Please briefly review the list and Confirm Message Please confirm that your entries from the previous page are correct To alter these settings click the Change Settings revise your selection criteria on the previous button otherwise click Confirm and Send 1 Contacts Questions page if necessary a The following list contains all contacts who will be This is when your message will be sent to your contacts Resource Center emailed Please briefly review the list and revise your Please confirm the date and total number of contacts Ti m l n g Sect l o n selection criteria on the previous page if necessary My Bookmarks 6 This mailing will be sent to 1 contacts Immediately Alan agloyne repstars com Shows the date that the message is scheduled to be sent Please confirm the date and total number of contacts are correct Message Preview Section e Please check message preview outlined in red Messsage Preview fo r rro rs review the following preview before clicking the Send button Do not leave the words test or example in your subject line R Make sure that you have not included an individual contact s name instead of the substitution variable Ti p s lt prospect_first_name gt Look for any visual problems with the email below most email clients will see exactly what you see here Substitution variables such as lt prospect_first_name gt should not be visible in this preview subject or body T
25. eing Want more Center to review service level features Total Views Unique Visitors Total Clicks 9 3 11 URL Last Clicks S 5 S hitp alanuni123 myunivera com povver of vitality 08 10 12 1 To Modify your eSignatu re cl ick httpy alanuni123 myunivera com 08 10 12 1 the Modify My eSignatu re http alanuni123 myunivera com about 08 10 12 1 3 boxed in blue On this you http alanuni123 myunivera com 08 10 12 can choose different images text styles button messages and url links Updated 2 15 13 MyUnivera Manual Create Email The create email page has been created so that you can perform all your emails needs from the one page Simple and intuitive to use this page includes e Getting Started oFrom the To field start by typing in the name email address or Send Mail Search te e D h O n e n u m be r fo r wh O m yo u Send all of your mail from one easy to use page Start by typing the name of a group or contact you want to message or choose between a Search Contacts and stagdard email or a drip email series to begin Need Hel p Begin typing a name email address or group want to be receiving the email You can enter multiple contact information as recipients to the d email String together multiple addresses with commas e g John Doe lt john example com gt Jane Doe lt jane example coms gt jill example com James lt james example com gt o TO button You can use the To field just li
26. ers will be submitted on a regular Monthly basis Deliver the latest news and increase traffic to your replicated website by inviting your contacts to receive the monthly newsletter All your contacts that have opted in to receive the your Corporate Newsletters will be sent one each month automatically It is your responsibility to keep your contacts aware that they can opt in to receive this service by sending them newsletter invitations Inviting Contacts to Opt in to Newsletters Send your contacts Opt in invitations to the regular Newsletter by clicking the Send Invitation to Newsletter circled in blue below This will take you to the email center Here like any normal email select the contacts you wish to receive the email then complete the process by sending the emails Notes Contacts that have previously been sent invitations will be excluded from the list so that they do not constantly receive this invitation mail Recipients to the newsletter invitation email will need to click the Opt in Button in the email to be set to receive future newsletters Opt in a Contact Frequently you will meet people why verbally wish to opt in to receive the newsletter this can be done by selecting their name from the drop down list in red square and press the Opt in Button circled in red these contacts will be sent a copy of the most recent newsletter and will be eligible to receive future newsletters Rate Your Vitality i
27. ew this newsletter online in lish French Spanish Are you living your life with vitality Think you have adequate energy focus and concentration to get through your day Take this quick quizto determine your level of vitality and see how you can make it even better Make it with Xtra The saying is true breakfast is the most important meal of the day So walk away from the donuts and easily prepare these power packed smoothies for a delicious and nutritious start to your morning view article Improve Your Concentration with Simple Exercises Ever find yourself starting a project or task only to be distracted by an email a text message an employee a web site ora random thought that pulls your attention in another direction It seems to happen all too often and can have a negative impact on productivity view article Everyone was telling me looked so calm Xtra is what keeps my life balanced every day It gives me clarity and balance and keeps everything working the way it should it gives me the excitement and energy to face everyday Forvvard to Friend Please add this email to your address book To unsubscribe from this newsletter click here Myunureralten COM Nevvsletters nivera nc 2660 Willamette DR Contacts Questions Deliver the latest news and increase traffic to your replicated website by inviting your contacts to receive the monthly newsletter Subscribers You have 0 new
28. g create and place SPOTs r Aaa SONE yak sas en Dee wherever you want social network sites on personal Web sites or even send in Emails EES These are powerful tools for attraction marketing ves on A A SPOT Video is a lead capture form widget 2 am ET designed to attract qualified leads and capture BESSE RER their contact information With MyUnivera you can create and embed SPOTs on any Web site blog or social network site like Facebook Myspace etc or in an Email The Marketing Tools page includes these sections My Web Sites e My Replicated Site e My Lead Capture Sites Most Effective SPOTs e This area displays your 3 top performing SPOTs in terms of view and contacts captured along with a button to quickly Share each SPOT View Page Views Monthly e This chart shows you how your marketing pages replicated Web sites are performing It is important to compare your web pages to determine what is and what isn t working for you Click the Page View Daily link to monitor your marketing efforts more closely Immediate impact is normally seen shortly after launching a marketing campaign SPOT Views Monthly This chart shows you how your SPOTs are performing e Click the SPOT Views Daily link to monitor your marketing efforts more closely Immediate impact is normally seen shortly after launching a marketing campaign The The SMA Lite subscription may not include access to all of th
29. hey have been substituted with example data 1 Do not leave the words test or example in your subject line Hello Alan 2 Make sure you have not included an individual This is a little about me Univera The body of the email goes here person s name instead of the substitution variable jaky prospect_first_ name Univera Admin 3 Look for any visual problems with the Email Most Email clients will see exactly what you see on this page 4 Substitution variables such as prospect_first_name should not be visible in this preview subject or body They have been substituted with example data John for example If any of the above information is not correct click the Change Settings button to return to the Create Email page or click the Confirm and Send button if you are ready to send this message circled in red Updated 2 15 13 MyUnivera Manual Email Center Page Use the Email Center to see your Sent Emails We rals Home Contacts Marketing My Profile Support My Admin com and your Scheduled Emails messages you have created that are scheduled to be sent 1 or more days in the future The Sent Emails section allows you to track Email Center your MyUnivera Email activity The m ost 55 7 and your Scheduled Emails messages you have created that are scheduled e Date indicates the day the message was sent joe susa rn x m from MyUnivera e C
30. ir service level you can create and Reminders Mik H H H Standard or Drip emails maintain Custom Drip Emails from the Drip Campaign Series Here you vvill see the Create Custom Series boxed in red Click this link to initiate the build process 223 Change Content Updated 2 15 13 MyUnivera Manual 1 Fill in the space to give the series a Create Custom Series name and click Create Series image Create your own personalized drip email campaign Schedule messages up to a year in advance and customize your followup reminders to match your sales techniques 2 highlighted in red 2 For each email you will have in the series you can Now Add New Emails To get started click the Add New Email button to create your first message in this drip email series circled in red adding the content As e Email Campaign Messages you add content remember to use the pseudo prospect_first_name i ae i Follow Up Call Reminders signature which are automatically SES Delay Enable Options substituted with the relevant data 3 After Saving the email you get the Olek on 1e pect icon ogi wing your st message opportunity to set the Delay boxed in ne Email Campaign Messpass mes sone red that IS the delay n days before Thanks for your time prospect first nameli 0 day v MI 6 ll Add New Email sending out this email in the series 0 zero representing immediate while a uzun nu
31. it will not function properly Call Me Between 9 00am el and 5 00pm D My Time Zone 06 00 United States CT D Also send dd Email V Text Message SMS Disable Calls _ Disable all telephony features Follow these steps to set up your Instant Contact Details e Enter the telephone number you would like the system to use Note use the following format Country Code Area Code Telephone Number Example 1 786 111 2222 e Select the Call Me Between time frame that works with your schedule e Use the drop down list to select your GMT Greenwich Mean Time Offset Examples New York offset is 05 00 United States ET California offset is 08 00 United States PT e The Also Send box allows you to turn off on Email notification Note this box is enabled as default which means you will receive a call and an Email e The Disable Calls box allows you to turn off all Instant Contact telephony features but keep all of your IC settings Check this box if your are going on vacation for example e Click the Save button at the bottom of the page when finished Co ntact o pt on Created SPOT Name Type Autoresponder Eb Views Contacts Share Options 10 07 11 medium spot Medium Video None 4 ft Goto the Marketing tab select Configure mmm tansvarentsrot LargeVidso Nine dh 10 07 11 New SPOT Large Video None 1 2 5 OTs 09 12 11 Safari Large Video None 7 ft 08 31 11 Bear Large Video None
32. k provided e Click the Update Event button when finished February 2012 Tay Sun Mon Tue Wed January 29 My Bookmarks February 1 2 30p EOM regional Ar Support Center Title EOM regional Appointement Leo Description EOM regional Appointement Leo VVhen 02 30pm to 03 30pm Country Posted By Univera Admin Posted 02 13 12 03 28pm 3 30p Regional Meeting Remove Event Edit Event Duplicate Event Updated 2 15 13 MyUnivera Manual My Calendar Page sync Easily synchronize your MyUnivera calendar to English 02 13 12 03 06pm univeraus Admin Logout many common software packages Or devices Myunuferalg Home Contacts Marketing My Profile Support My Admin Note This is a one way sync com Follow these steps to sync your calendar e Click the Calendar Sync button at the top of the e My Calendar page circled in red The Calendar Sync pop up window appears Click the Calendar Sync button to access the calendar synchronization options Need Help displaying links to the available options outlined in red Mon January 29 30 e Select the desired software application or device Support Center Resource Center My Bookmarks e Follow the on screen instructions Note Setup will vary depending on the option selected Calendar Sync Choose any calendaring software or a device to sync o Windows Vista Calendar o Apple iCal o iPhone click from Safari on your phone o Hot
33. ke in Outlook Gmail or any other email client We even support copying from other Contact Us email clients and automatic contact creation for email I would like to emai addresses you don t alr eady o e have s ki added contacis m contacts from a CSV file o TO button filters Narrovv down 5 EVeryone in my contact list your email audience using the TO button as described above o Select the type boxed in yellow above of email you will be sending Each type selected will have further options to select from see next image Inserting New contacts into your Contacts List Create contacts from any emails list Yahoo Gmail etc into your Contacts List by CTRL click each contact from any email and then CTRL C to copy them all for pasting into the new email send page New contacts will be added to your contacts list o You can further streamline your selection by deleting individuals from the email address list by clicking the x circled in red on the email box Send Mail Return to Mail Center Search gt Search Contacts anc Send all of your mail from one easy to use page Start by typing the name of a group or contact you want to message or choose between a standard email or a drip email series to begin Need Hel p Peter Waters Peter neet Brent Testdasdsadsad x Contact Us Standard Email or Sul dd Updated 2 15 13 MyUnivera Manual Standard Emails
34. l 1 727 510 8394 Sebastian Leonardi Manual Input Form 1 860 759 4893 Alan Oso SPOT Bear ON email Martin Chernacov SPOT Martin SPOT ON email 3333339 Alan Linkedin SPOT Spanish ON Linkedin Hot SPOTs to Share SPOT Name Type Business Testimonial Large Video Business Testimonial Large Video Safari Large Video prosp2 Medium Prospect medium spot Medium Video You can also set up your Marketing Agent to be automatically emailed to you for your convenience Follovv these steps to change your Marketing My Marketing Agent Agent settings 1 Cli ck th e My Pr ofi in th em ain Your Marketing Agent is available via email for your convenience Select the option below that best fits your needs e i Reminder Mode Only send my Marketing Agent when I have not logged in lately navigation bar 2 Scroll down to the My Marketing Agent section 3 Select the option that best fits your needs e Reminder Mode Only send my Marketing Agent when have not logged in for at least 20 days before the 15th of the month e Every Month Send me my Marketing Agent email on the 15th of every month e Disabled My Marketing Agent email will only be sent by my request on the Marketing Agent page Every Month Send me my Marketing Agent email on the 15th of every month Disabled My Marketing Agent email will only be sent by my request on the Marketing Agent page Updated 2 15 13 MyUnivera Manual My
35. le Source Type Group Options Manual Manual Nutritional Cleansin Manual anual M Cs Csv Cs Support My Admin Search Contacts Questions Need Help Resource Center My Bookmarks Support Center Contact Us Updated 2 15 13 MyUnivera Manual Contact Types Contact Type allows you to categorize your contacts based on types used by your company Use the drop down list to select a Contact Type for this contact outlined in red There are four pre set Types 1 Customer 2 Lead 3 Member 4 Prospect Note All of your contacts will fall in to one of these Types Alan Gloyne Added on 01 24 12 03 41pm from your Manual Input Form uz Eb call contact novv Eb Text details to mv phone Delete Contact 2 2 Send Email Print Contact information First name Last name Gloyne Email Address agloyne irepstars com Telephone 305 432 2150 Contact History amp Contact added 01 24 12 03 41pm Alan Gloyne e Click the Save Contact Info button when finished circled in red Contact Groups You may also create custom Groups to better suit your needs and organize your contacts even further for grouping them in email Follow these steps to create a new group e Click the Manage Groups button circled in red e Enter a Name for your new group outlined in red e Click the Add button outlined in red Follow these steps to as
36. lick the Subject link to see the message that was sent e Click the Read column link percentage to view the Email Campaign Report This report shows the Send Date number of intended Recipients number of actual recipients Sent and number of Opens It will also give Details including the Contact Name and the Date Read For example if the message had been sent to 4 contacts and only 1 opened it the Open percentage would be 25 e Click the red X in the Options column to Remove this Email from your Sent Emails list not from the recipient Note you will not be able to reuse it in the future once you remove it from your list e Click the envelope red arrow icon to Reuse the Email Note this allows you to send the exact Email including content and links to other recipients Updated 2 15 13 MyUnivera Manual Email Center Page scheduled emails The Scheduled Emails section displays all of the custom Emails you have created that are scheduled to be sent 1 or more days in the future outlined in red Note once the scheduled Email is sent it will automatically move to the Sent Emails section e Click the envelope red arrow icon in the Options column to Reuse the Scheduled Email and send to other recipients English 02 14 12 01 40pm univeraus Admin Logout Myu nife rals Home Contacts Marketing My Profile Support My Admin coms e Email Center Use the Email Center to see your Sent Emails and your S
37. mail Windows Live o Gooqle Calendar o Blackberry via Gooqle Calendar o Netvibes Does not sync automatically Outlook XP 2003 Users Only The Outlook XP 2003 option does not sync automatically with MyUnivera Follow these steps to sync your calendar with Outlook XP 2003 e Select the Outlook XP 2003 option from the list e Select Save File in the pop up window e Click the OK button Open Outlook XP 2003 and import the mycalendar ics ics file into your calendar You havechosentoopen _ mycalendar ics ics 0 Calendar Sync za which is a ics File 1 6 KB from http univera repstars com Vihat should Firefox do vith this file Note Outlook XP 2003 only allows you to view the events in the file by importing them into your calendar There is no synchronization after the file is imported it must be re imported to get updated information Updated 2 15 13 MyUnivera Manual Marketing Tools Page The marketing tools provided on this page are all Enalish 02 19 12 07 12pm univeraus 1 Admin Logout about attracting quality prospects to your Univera MyuniYeraf Admin WEE business by giving you the capability to share 3 compelling video and Web site content Use the l Marketing Tools muz VVeb sites provided or if you have access to the The marketing tools provided here are all about attracting quality prospects to your business by giving you the capability to SPOT Marketin
38. mber represents the days delay snes ee Add New Follow up from when the first email gets sent 4 lf you wish the series to include calendar reminders these can be added by clicking the Add New Follow up Reminder circled above in red 5 You can remove delete a existing series by clicking the Delete Sereis You re well on your way to creating a full email series Continue creating a few more messages and then a followup reminder Email Campaign Messages Name button when previewing the Subject Delay Enable Options Thanks for your time prospect_first_name 0 days v VI s 6 campaign details I m glad we could chat prospect_first_name 1 dau v Mi 6 Preview Email allows you to view the Subject ap ee options content and delay for each email After Reminder selecting the Preview button from the previous image the pod will display the list of participating emails Click the view content option boxedin red to see the actual email The delay column indicates the delay in days when that specific email will be sent from or since the first email in the series goes out Updated 2 15 13 MyUnivera Manual Confirm Email Message Page The Confirm Message page includes English 02 14 12 01 19pm univeraus Admin Logout Myu nife ral Admin Home Contacts Marketing My Profile Support My Admin COM Contacts Section e Displays a list of all the contacts who will be Email
39. ning the Hothing schechied body basics for getting the most from your marketing system My New Contacts View all new contacts captured from your marketing efforts Drill in to each Contact to make sure you have communicated to them via email or auto responder message e Use the Go to Manage Contacts link to view and manage all of your contacts Hot Contacts View a snapshot of contacts with unread notifications indicating recent activity by contacts listed as Prospects in your Contact List e Use the Go to My Agent link to see all contacts with unread notifications My Marketing Summary e Catch a glimpse of how your Marketing Pages and most effective SPOTs are performing My Upcoming Appointments e Shows a 2 week snapshot of your MyUnivera Calendar with link to view your full calendar Need Help e Support Center Provides resources on the use of MyUnivera and for tips and techniques for prospecting and business building Updated 2 15 13 MyUnivera Manual Contact Us Note Firefox is the preferred browser MyUnivera However if you are encountering issues with the MyUnivera interface please use the Contact Us button circled in red to let us know and we will respond as soon as possible Updated 2 15 13 MyUnivera Manual Manage Contacts Page Use the Manage Contacts page to view and edit all of your contacts You can add your own contacts manually or import or export your con
40. ools Bold Italics Underline Attachments etc Drip Emails o The Drip email option will allow you to select a series from the Send Mail Search dropdown menu boxed in senda atya nal ton one sayi us pagel stat by ying tne name ofa group or you wantto message or choose banana G man aY red The content of the e ununu Need Help individual emails can be seen by clicking the Preview button circled in yellovv o The bookmark boxed in red Preview Edit Series dropdown option allows you to Please only click once and be patient as your message preview is generated select the starting point when send the campaign o Setup Events boxed in red allows you to include event activity reminders into your calendar oNext button boxed in red Use this button once you have completed your email content and ready to preview and send Change Content boxed in red Allows you to return to the Getting started point without having to submit or send this email o Change Content boxed in red Allows you to return to the Getting started point without having to submit or send this email Send Mail Search C u st m D ri p E m a S Get started by typing the name of a contact in the field below Click the To button to select multiple contacts by group and other criteria J Mario Andretti Need Help For users that have the feature included in KE 1 the
41. our phone number is not configured properly you will need to correct this to receive calls from your SPOTs Configure Instant Contact Choose from any of the following options to S h a re yo u r S POT share your SPOT The Power Of U anywhere on the internet Share Quick links to share SPOTs on popular platforms Email m Facebo amp Twitter MySpace Linkedin Xanga Q Livedour EY Blogger Bebo WordPr Tumblr Bookmark Quick links to bookmark your SPOT on popular social bookmarking sites 4 Digg wi Del icio Stumble B Yahoo G Google Link Share the link below Click in box and Copy CRTL C then place Paste your SPOT link to any web page email or instant messenger Copy Link to Clipboard Embed copy the embed code below Click in box and Copy CRTL C to share your SPOT Paste to any website that supports embed codes Copy Embed Code to Clipboard Preview Preview your SPOT here Instant Contact IC minutes are only available on certain subscriptions and use of IC requires available call minutes on your account Upgrade your subscription to take advantage of these powerful tools Updated 2 15 13 MyUnivera Manual Configure a New SPOT To create a nevv SPOT just click on the English 02 13 12 07 27pm univeraus Admin Logout Configure New SPOT button A window will Myu neral Admin Home Contacts Marketing My Profile Support Admin open on this page where you can create a SPOT
42. rketing Results Need more help e Support Center boxed in red Provides resources on the use of MyUnivera and for tips and techniques for amp v prospecting and business bullding e Contact Us boxed in red provides a method where any G kind of feedback may be delivered for attention by corporate support Updated 2 15 13 MyUnivera Manual Home Page The Home page includes these sections LONI The Home page is being replaced by the introduction of an intelligent Dashboard As you access your account you will be offered the opportunity of seeing and using the Dashboard simply click on the button boxed in red to switch to the new Dashboard Note 25 search You can always return to this page if you wish menmam mmm mmm nu too mtd ed riet SA th mail ugg e Bam Caster Hiere orl Tuz ee er Mu Boctomarks Talk a h z Bina inan l b fa Sub Celia h r sin dalaik For those that remain vvith the Home page the insiructions are as follovvs My New Contacts MyUnivera Announcements Check this area often for important 2 ae eee so Tot agant information about your marketing efforts with Max Myu n ive ra My Marketing Summary Type Recent aztiyiby Views Contacts SPOT Creu bed ii D Getting Started If you are new to MyUnivera click on getting AATEC started to go step by step in lear
43. sign a contact to a Group e Click the View Edit Details icon in the Options column for the contact you would like to assign to a Group The View Edit Details window opens e Use the drop down list to select the Contact Group outlined in red e Click the Save Contact Info button when finished Manage Groups Click Delete Group to delete the Group from your list but keep the Contacts tied to that Group Click Remove Contacts to remove the Contacts but keep the Group in your list for later use Click Export Group to export all of the Contacts within that Group to a CSV file Title of Contacts Delete Group Remove Contacts Export Contacts Business Prospects 0 Delete Group Empty Empty Hot Leads Corporate Empty Empty Inactive Acct Leads Corporate Empty Empty Interactive Video Delete Group Remove Contacts Export Group Tony Group Delete Group Remove Contacts Export Group Create New Group Alan Gloyne amp Added on 01 24 12 03 41pm from your Manual Input Form Eb call contact now i Text details to my phone Delete Contact Print mma Send Email Contact Information First name Last name agloyne repstars com 305 432 2150 Contact History amp Contact added 01 24 12 03 41pm Alan Gloyne Updated 2 15 13 MyUnivera Manual My Calendar Page Use the My Calendar page to manage your Myunureral z LEE n EE appointments and follow up calls com There are 4 types of even
44. sletter subscribers Results No one has received the newsletter from you View All Subscribers Invite Contacts There are 7 contacts you can invite d Send Invitation to Newsletter 2012 MyUnivera Powered by RepStars Use of thi Contact Opt In Need Help Support Center Subscribe a contact to the monthly newsletter without an invitation They will receive last months newsletter immediately Dahlia Reyes Select Recipient Claudia Gloyne Daedre Larrison Daljinder Sian Dave Aditays George Benson Tracy Guin q Updated 2 15 13 MyUnivera Manual My Profile and Preferences The My Profile and Preferences page is where you can view and maintain your MyUnivera account information This page includes the following sections My Profile Follow these steps to update your contact information Make sure your First Name Last Name and Email address are correct Note this information along with your telephone number will be automatically added as the closing of all Email messages sent through your MyUnivera system including Autoresponders Your First and Last Name and Email address will be displayed on a SPOT large size only when you select the Show contact info option in the SPOT configurations e Your Display Name is only visible to you It is displayed on the Home page for example e Your Univera Member Number and Country are set by the system when you subscribe
45. t owners c aes to use copyrighted materials in your videos eee o i e music voices non Univera owned items etc Media Available Title Date Added Status Language On TV Edit Delete All videos that contain misrepresentations of oxum OE a Univera s products or compensation plans will k M m di not be approved for use Our goal is to support all files that are commonly uploaded by users The suggested file size is 50mb or less Supported formats include asf 3gp mov flv f4v wmv avi raw dat divx xvid m1v m21 m v m4e m4v mip mkv movie mp4 mpg mpeg ogm qt rm vob wm wmv yuv If you experience difficulty uploading your video please contact Customer Support This feature available on the SMA Pro level subscriptions Updated 2 15 13 MyUnivera Manual Marketing Agent Page Use the Marketing Agent page to view your prospects with the highest chance MyunurTeralz Home Contacts Marketing Profile Support My Admin of being converted based on their 15577 recent activity Ka My Marketing Agent 14 February 2012 6 Click the Email me My Marketing Agent BA button to send this report to your email aa EENEG lt address listed under the My Profile tab Resource Center My Bookmarks Contact Name Source Telephone Mike Simmons SPOT medium spot Sa PS Support Center Isa Revealed SPOT medium spot Contact Us 7 david SPOT Friday ON emai
46. tacts using a comma delimited CSV file Contact List e Displays all of your contacts e Click the column title to sort by that field e Click the View Edit icon yellow pencil in the Options column to update information for a contact e Click the Email icon to create and send a customized message for a specific contact e Click the Calendar icon to set up an appointment for a specific contact e Create Groups to organize your contacts e At the bottom of the list you will find Search and Refresh icons to help you when working your contacts e Use the arrow icons at the bottom of the list to navigate to another page of contacts Upcoming Appointments e Gives you a 2 week snapshot of your calendar with links to add notes or appointments Contact Count English 02 13 12 12 42pm univeraus Admin Logout Contacts Marketing My Profile Support Search My Admin MyunuTerale COM Manage Contacts Use this page to view and edit all of your contacts It also gives you a 2 week snapshot of your calendar with links to add notes or appointments Contact List Date Contacts Questions Need Help Resource Center First Name Last Name Email Telephone Locale Source Type Group Options amp Personal Er 7 52 88 e q EI ZC e d EI ZC e d EI Ze q Ze d EI ZC e Ze dE Ze q EI Ze q M My Bookmarks 01 10 12 Tiffini Coleman tiffinich sboglobal r 310 413 0768 English Manual
47. tes E How get more Monthly Outbound Emails DI How do get started Manage Contacts Suggestions Comments Complaints Please fill out the form below and enter your comments in the space provided We value your feedback Please choose a topic for your feedback General Feedback D How would you rate this feature N A Poor Fair Good Very Good Oustanding How would you rate the MyUnivera system N A Poor Fair Good Very Good Oustanding Additional Feedback Updated 2 15 13
48. ts on your calendar My Calendar 1 D Corporate Eve nts vanaga all of your appointments events and follow up calls right from this page Simply click on a date to add an item to 2 Regional Events Click nu Sync m to access the calendar synchronization options Need Help 3 Univera Office Events February 2012 is 4 Personal Events such as appointments anua Note the current date is highlighted green 10 10 30 Regional Conter Click on any existing event to view more details Follow these steps to add an event e Locate the date for your event on the calendar Tip use the green arrow navigation buttons at the top to go to the next month if necessary e Click on the event date to select it Enter the event details in the pop up window e Click the Create Event button circled in red Myunmera r My Calendar Manage all of your appointments events and follow up ca your calendar for that date Click the Calendar Sync button to access the calendar synchronization options Need Help Follow these steps to remove or edit an event EN ER February 2012 ns e Click on the event evana vate e e Select either Remove Event Edit Event or n R Duplicate Event in the pop up window outlined in rea Se ee If you selected Edit Event or Duplicate Event the sponte Event Details pop up window opens not shown ony sr Enter the updated information in the fields More 1mo Event Lin

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