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Support
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ContactTalk System Requirements
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Tutorials 
For Coastal Vacations training videos click here.
Below are some quick flash tutorials that cover requested topics.
You might find these intro videos helpful as well.
Overview Managing contacts
Look for a control panel at the bottom of your Web browser where you can start, stop rewind and fast forward the video. You may have to scroll down depending on your screen resolution.
Topic
Content
Length
Video
Main Window Components -
What am I looking at?Part 1
(Heart of the system: Contact List and Contact Details Form, describes the Coastal details form in detail)
3:15 Part 2
(Other main window components, task list, scheduler, quick launch bar, history list etc. Also covers main menu selections)7:15 Basic things to know about ContactTalk Part 1
(right click,contact grouping/sorting/filtering/searching/showing specific columns, drag & drop,navigators)5:48 Part 2
(Emailing and calling a contact directly from the form,skins,loading new or other database, resizing windows
2:42 The Contact List Part 1
(Sorting, grouping, how to show columns, saving & restoring list layouts, quick search)
4:40 Part 2
(Contact list menu,add,delete,applying action items,adding to campaign,quick export,print and properties)
6:35 The Contact Details Form Part 1
(using it, adding documents, adding images, using notes, using and setting up activities list)
11:21 Part 2
(quick launch bar, editing forms, Coastal prospect and member tab in detail)
7:36 Importing Contacts via Comma Delimited File (CSV) (Importing contacts using CSV, covers associating imported data with appropriate ContactTalk fields) 10:00 Creating Email Action Items (Email action items are used to send Email to one or more people. They are simple templates that define what an Email looks like, who to send it to and how. This video shows you how to create and apply Email action items to contacts. Covers the use of tags, the "my table" and the Email queue) 4:25 Creating Voice Action Items
using Text To Speech (TTS)(Voice action items are used by ContactTalk to call someone. They are simple templates that define the message you want to deliver, they also provide options for callers to leave a message or press 1 to hear this or 2 to forward the call (just to name a few). This video shows you how to create and apply Voice action items to contacts. Covers the use of tags, the "my table" and Voice queue) 9:16 Creating Voice Action Items
using personal recordings(Creating and using sound recording you create. Mixing TTS and your recording to create effective messages, using the "first name wave" field) 10:37 Campaigns (Campaigns manage what contacts will receive an Email or be called and when. They work using stages that are setup by day. For example stage 1 may occur when a contact enters the campaign, stage 2 may execute 3 day later etc. Each stage can send Email or call someone using action items.) 3:21 Applying Action Items to contacts directly and via Campaigns Action items do nothing until they are applied to a contact or group of contacts. This video shows how to apply any action item to contacts either directly, through campaigns or the scheduler. When applied directly, action items simply enter a queue where they are executed. Campaigns apply action items to contacts on a date defined in the campaign stage. The scheduler applies action items to contacts based on a date, even reoccurring ones.
5:16 Mail Reader If you use Outlook, Thunderbird or an online service like Yahoo or Gmail to handle your Email, the Mail reader is able to read your Email and store it separately. You can then view Email from a particular contact within ContactTalk. Create a group within ContactTalk and view all Email from all people within that group.
The Email reader is also able to extract information from Emails and create contact records from it i.e. When a lead provider sends you leads via Email, ContactTalk can extract the lead information, create a contact, ensure the names are properly capitalized, create a display name and optionally enter them into a campaign.
The video covers setting up the reader to get your Emails, and all functions of the mails reader with the exception of mail maps. They are covered in another video.
10:45 Mail Maps The Mail Reader uses Mail Maps to extract information from Emails. You can design a mail map to read any type of Email regardless of it's format i.e. Text or HTML. When the subject line of an Email matches that of a Mail Map, it's parsed and the information (first & last name, city, phone etc. can be anything) is sent to ContactTalk. You can instruct the Mail Map to set any field within the Contact to be anything. For example set a field named LeadProvider to be the name of the lead provider that sent the Email, or set another field to be the imported date and time.
The video covers creating Mail Maps and all options associated with them. Mail Maps are processed when new mail is received, however the video also covers manually applying Mail Maps to mail already received.
10:35
Support FAQ General & Error Messages
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