mychurch file upload
DESCRIPTION
TRANSCRIPT
IPM Referral Rewards Program
IPM Membership Card(IPM Referral Rewards Card)
IPM Thumb Drive
IPM Referral Rewards Kit
Designed Metal PackagingProgram Description Card – Describes the Kit contents and how to earn rewards through referralsIPM Branded Membership Card – includes user PINIPM Branded Thumb Drive – Launches Referral Portal (may include PIN preprogrammed)
Program Description Card
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Password
Icon/Image Icon/Image Icon/Image
Refer Colleagues Earn Credits Cash In!
My Account | Log Out
Sign InForgot Password | Request Membership
Note: “Request Membership” is a link to
mailto:[email protected]
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Your Submissions
Name Credits
John Smith 50 View Details
Tim Johnson Pending View Details
New Referral
You May Know
Ram Reddy Refer | XDirector of IT at First Bank
Total Credits 50 Total Unused 50 Use Credits
My Account | Log Out
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Name
Title
Company
Address
Address 2
City
State Zip
Phone
Contact Information (50 Credits)
Introductions (25 Credits Each)
I have spoken to contact and mentioned would be in touch
I have sent contact an email introduction and CC’d
(IRep Name)
(IRep Name)
New Referral
Contact Needs (25 Credits))
Please indicate in the space below, what the nature of the contacts IT challenges are and how you feel he/she can utilize our services.
Submit Referral
Important Note: Your submission will be confirmed for accuracy by IPM. Once the elements of your submission are confirmed, IPM will add the corresponding credits to your referral rewards account. You can check the status of your referrals on your account home page by selecting “view details” next to each contact
My Account | Log Out
Required:•Name•Title•Company•Phone•Email
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View DetailsContact Information
John SmithTitleCompanyAddress 1Address 2City, State, ZipPhoneEmail
Status: Confirmed
Introductions
I have spoken to contact and mentioned [Rep Name] would be in touchYes
Status: Pending
I have sent contact and email introduction and cc’d [Rep Name]Yes
Status: Pending
Contact Needs
Blah blah blah
Status: Pending
Total Contact Value
50Credits
Note:Can also include the following to lead credit value:
Personal Meeting: 150Opportunity: 300Closed Sale: 1,000
My Account | Log Out
<< Back to Dashboard
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Refer Contact
to: [Contact Email Address] Change
cc: [Rep Email Address]
Message
Send
My Account | Log Out
This will send an email to that person. The email will have a vCard attachment with the
Sales Rep’s contact information.
More information about vCards:http://en.wikipedia.org/wiki/VCard
It will be generated by the server.
When someone uses this form to refer a contact, the contact becames a “Referral” in the database. The following are marked to
“TRUE”:•Contact information is valid
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Rewards
Item: iPhoneCredits: 500
Item: iPhoneCredits: 500
Item: iPhoneCredits: 500
Gifts
IT ConsultingYou can also use your credits towards IPM’s IT consulting Services. Submit your project description below and IPM will prepare a quote. Simply discount your quoted fee by your number of credits earned. One credit = one dollar
Your project description:
Submit
Note:Could also have a “Credits for Cash” option where 2 credits equals $1 – “cash” awarded in $25 increments as VISA gift cards
My Account | Log Out
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My Account
My Account | Log Out
Name
Title
Company
Address
Address 2
City
State Zip
Phone
Login information:
Password
Change your password:
Confirm
Save Changes
Required:•Name•Title•Company•Phone•Email
ADMIN SECTION
Used by IPM representatives to manage their clients.
Password
Sign In
Name Company Email Referrals Points
Martha Washington Yahoo [email protected] 4 2000 Suggest a Referral
George Washington Google [email protected] 3 1000 Suggest a Referral
Abraham Lincoln Microsoft [email protected] 2 50 Suggest a Referral
Theodore Roosevelt AOL [email protected] 1 25 Suggest a Referral
John Adams Time Warner [email protected] 0 0 Suggest a Referral
Martha Washington Yahoo [email protected] 0 0 Suggest a Referral
George Washington Google [email protected] 0 0 Suggest a Referral
Abraham Lincoln Microsoft [email protected] 0 0 Suggest a Referral
Theodore Roosevelt AOL [email protected] 0 0 Suggest a Referral
John Adams Time Warner [email protected] 0 0 Suggest a Referral
Martha Washington Yahoo [email protected] 0 0 Suggest a Referral
George Washington Google [email protected] 0 0 Suggest a Referral
Abraham Lincoln Microsoft [email protected] 0 0 Suggest a Referral
Theodore Roosevelt AOL [email protected] 0 0 Suggest a Referral
John Adams Time Warner [email protected] 0 0 Suggest a Referral
Your Clients
Page: 1 | 2 | 3 | 4 | 5
You have 5 new referrals. See them >>
1 user redeemed their points. See them >>
Your Clients
Your Referrals
Prizes to Redeem
Suggest a Referral
Your Clients
Your Referrals
Prizes to Redeem Name
Title
Company
Address
Address 2
City
State Zip
Phone
Contact Information
Suggest a referral to Martha Washington of Yahoo:
SUBMIT
Required:•Name•Title•Company•Email
SAVE
Name Company Email
Martha Washington Yahoo [email protected] Edit
George Washington Google [email protected] Edit
Abraham Lincoln Microsoft [email protected] Edit
Theodore Roosevelt AOL [email protected] Edit
John Adams Time Warner [email protected] Edit
Martha Washington Yahoo [email protected] Edit
George Washington Google [email protected] Edit
Abraham Lincoln Microsoft [email protected] Edit
Theodore Roosevelt AOL [email protected] Edit
John Adams Time Warner [email protected] Edit
Martha Washington Yahoo [email protected] Edit
George Washington Google [email protected] Edit
Abraham Lincoln Microsoft [email protected] Edit
Theodore Roosevelt AOL [email protected] Edit
John Adams Time Warner [email protected] Edit
Your Referrals
Page: 1 | 2 | 3 | 4 | 5
Your Clients
Your Referrals
Prizes to Redeem
Mark all selected:
Personal Meeting V
Your Referrals – Bulk Changes
Your Clients
Your Referrals
Prizes to Redeem
You added “Personal Meeting” points to clients who referred the following contacts:• Martha Washington• George Washington• Abraham Lincoln
The following contacts had already been marked “Personal Meeting”:• Theodore Roosevelt
<< Go Back
Your Clients
Your Referrals
Prizes to Redeem
Contact Information
John SmithTitleCompanyAddress 1Address 2City, State, ZipPhoneEmail
Your Referrals: John Smith
Please confirm the following:
Contact information is valid.
User has spoken to the referral about IPM.
User has sent an introductory email to you and the referral.
Note: Checkbox only appears if the user checked off the option when he submitted the
referral. (see slide 5).
Contact Needs
Not provided.
Save Changes Exit Without Saving
Check the following:
Met with the contact.
Generated an opportunity with the contact.
Closed a sale with the contact.
Your Clients
Your Referrals
Prizes to Redeem
Confirm Referral
There are no more referrals to confirm. Return to “Your Clients.”
Your Clients
Your Referrals
Prizes to Redeem
Prizes to Redeem
Name Company Email Prize Phone
Martha Washington Yahoo [email protected] iPhone 212-731-2033
George Washington Google [email protected] iPhone 212-731-2033
Abraham Lincoln Microsoft [email protected] IPM credit 212-731-2033
Theodore Roosevelt AOL [email protected] IPM credit 212-731-2033
John Adams Time Warner [email protected] IPM credit 212-731-2033
Martha Washington Yahoo [email protected] IPM credit 212-731-2033
George Washington Google [email protected] IPM credit 212-731-2033
I have redeemed prizes for the selected contacts
SUPERADMIN SECTION
Used by enter:marketing to add users, add sales reps, etc.
Password
Sign In
Name Email Referrals Unconfirmed Referrals Unfulfilled Prizes
Martha Washington [email protected] 4 0 0
George Washington [email protected] 3 0 0
Abraham Lincoln [email protected] 2 0 0
Theodore Roosevelt [email protected] 6 0 2
John Adams [email protected] 10 4 0
Martha Washington [email protected] 0 0 0
George Washington [email protected] 0 0 0
Abraham Lincoln [email protected] 0 0 0
Sales Reps
Dashboard
Edit Sales Reps
Edit Users
Manage Prizes
Name Email
Martha Washington [email protected] Edit Delete
George Washington [email protected] Edit Delete
Abraham Lincoln [email protected] Edit Delete
Theodore Roosevelt [email protected] Edit Delete
John Adams [email protected] Edit Delete
Martha Washington [email protected] Edit Delete
George Washington [email protected] Edit Delete
Abraham Lincoln [email protected] Edit Delete
Edit Sales Reps
Dashboard
Edit Sales Reps
Add Users
Add Sales Rep
Manage Prizes
Delete Sales Rep
Dashboard
Edit Sales Reps
Add Users
Are you sure you want to delete this sales rep? This action is permanent.
Re-assign the rep’s leads to this sales rep:
-- SELECT ONE -- v
Delete & Reassign
Manage Prizes
Add Sales Rep
Dashboard
Edit Sales Reps
Add Users
Name:
Email:
Password:
Save & FinishSave & Add Another
“Edit Sales Rep” is the same as this page, but with the fields filled in
with the current details.
Phone:
More information about vCards:http://en.wikipedia.org/wiki/VCard
Adding a sales rep will generate a vCard on the server.
Manage Prizes
Add Users
Dashboard
Edit Sales Reps
Add Users
Assign the leads to this sales rep:
-- SELECT ONE -- v
Upload this file:
Browse
Please upload a list of users as a CSV with the following column headers:
Name | Title | Company | Address | Address 2 | City | State | ZIP | Phone | Email | Password
Rows with the bolded fields blank will not be imported.
UPLOAD
Manage Prizes
Manage Prizes
Dashboard
Edit Sales Reps
Add Users
Manage Prizes
Current Prizes:
Item: iPhoneCredits: 500
Edit | Remove
Item: iPhoneCredits: 500
Edit | Remove
Item: iPhoneCredits: 500
Edit | Remove
Add Prize
Manage Prizes – Add Prize
Dashboard
Edit Sales Reps
Add Users
Manage Prizes
Name:
Credits:
Thumbnail:
Preview:
Browse
Item: iPhoneCredits: 500
Preview
Save
Preview is empty when the superadmin first
adds a prize.
Edit prize is the same, with the fields filled in.
“Credits” must be an int.