1 Welcome To BPAA`s Customer Connect
Contents
1. Birthdate Month Select Birthdate Mon Age Market parents with kids below 14 From To Gender MartialStatus Name Source ll Interest and Organizations Game Type Profile Game Activity Here you will choose all the criteria to add to this report We will start with the Personal section In this section you can choose to run the report by Zip Code Birthdate Month If you want to market to the parents of children under the age of 14 you will need to enter a check in the Market to Kids below 14 checkbox in the age section You can pull a report on an age range by putting the lowest age in the from box and the highest age in the to box Be aware that all the criteria you choose must match or the customer will be excluded Example if you choose to run a report for everyone that lives in the zip code 76210 and they were born in the month of January and between the ages of 18 30 If there was a person that lives in the zipcode 76210 born in March between the ages of 18 30 would be excluded as they were not born in January although they met all the other criteria 2012 BPAA Customer Connect no BPAA s Customer Connect Interest and Organizations A Interest bl Date Added From Enter date To Enter date El Organization hl In the interest section you can choose the interest group that you want the search to find By entering the group it will narrow the search down to that group of cus2. en On this scree you have 3 tabs The first tab is the General Tab and this is where you will enter all the general information about the organization You can also tell what kind of organization this is by clicking on the Select Organization Drop Down 2012 BPAA Customer Connect amp BPAA s Customer Connect Type Biotech Bt arson Cable TY Cab Test tt tewtew tt Test Group TG TestTEst TT You can choose from the existing types in your database or you can add a new type by clicking on Type This will bring the Organization Type screen up Organization Type sz Abbreviation Add add Type Name Type Abbi if Testing123456 1123456 Holiday Party HP Test Group TG Test Organization Group Page 1 of i Close Here you will see all the existing organizations currently in your database and the abbrewation for that group To add a new group just type the name in the Type Name box and enter the abbrevation you want for that group Then hit asi The new group will now be displayed in the list of organizations Click the close button to be returned to the Add Organization screen Now you can hit the Type Drop down box and the new organization is now displayed and can be chosen 2012 BPAA Customer Connect You can then chose the Contact person for that organization To do this click on As next to Contact Person Box This will bring up
3. CUSTOMERC CONNECT REAL DATA e REAL TIME e REAL RESULTS O 2012 BPAA Customer Connect USER MANUAL Contents Table of Contents Foreword Part Welcome To BPAA s Customer Connect 7 Part Il Log In 9 Part Ill Menus and Navigation 11 Part IV Customers Tab 14 1 Searching and Finding People siisii nica oia idas 15 QUICK Search ed E a ea es te 15 INGVANCE C Se AC Rd ne en ee tin ere enr ini ay en 16 2 Create NEW P FSON ES O eS 17 Generalintormati n Tab is tt ni era ee ais 18 Households Tab iaa ta ter ina rs mes cit es terra ti te een nent dalmata 21 Game Proe TARBES calo roo iii 24 E A NN 26 League A CLIV ICY ice co ES a io 28 EVENCACUVI sisson aca sre Sands deers E A valves aces Ad AAA AAA nn ea ee a 29 LE 6002 GE LV A DE a EU 31 NOTES Lost e Un run datant an dite ni dan ten eat vou Nu Me nd ten ne ee don Ne ei a Net 33 3 Bdn PErSON ai a a ina one 35 General into AO alee cose eee RS a a a ean Shc a A aa a aaa TG 35 FOUS O ROTOS ie ic antoine E aa a e a E de ne tete nie 37 Ca o Profiles ns Sa aa a eae a tn nn 41 G OUDS piriori E en ane tn sg en scies 44 League ACUISTA se 45 Even TACNA uns ie tisane 47 PUECNISES Ann en ennemie cab 48 CN 49 A EXPO dni ib 51 Part V Groups 53 1 Ada NEW Interest Gro UD osiossa a mes eee 53 Edit Interest Group aa E a a a dla E Ea 58 Add New Orga anizati n GrOUDP cissi oaea aa ten tn a Eaa 63 Part VI Leagues 71 POG NeW LGA GU SES SR ten NA Rennes 71 2 Ed
4. Ronny s Fun Bunch Bowling 09 27 2011 18 30 00 Tuesday 11 01 7011 Frank s Crazy Pinz Bowling 09 04 2011 18 30 00 Sunday 12 05 2011 asdfastas Bowling 10 30 2011 08 30 00 Sunday 12 01 2011 amp i Page 1 ofi OK Cancel Select Leagues To add customer to the league put a check mark next to each league that you want to add the customer to And hit OK You will be returned to the League Activity Screen with all the new leagues now added Person Roy karsten _ x Moday Night Mixed Bowling 09 12 2011 18 30 00 Monday 11 25 2011 New league Billiards 09 20 2011 20 30 00 Tuesday 09 20 2012 Ronny s Fun Bunch Bowling 09 27 2011 18 30 00 Tuesday 11 01 2011 asdfasfas Bowling 10 30 2011 08 30 00 Sunday 12 01 2011 Frank s Crazy Pinz Bowling 09 04 2011 18 30 00 Sunday 12 05 2011 e gt Page 1 ofi Save Cancel League Activity with new leagues To remove the customer from the league hit x next to the league The league will not be deleted but the customer will be removed from that league Hit the save button to save your changes 2012 BPAA Customer Connect Customers Tab 4 3 6 Event Activity On the Event Activity Screen you will view and add the customer to events in your database Modifying Person Roy karsten General Information Households Game Profile Groups League Activity L Event Activity Purchases Notes A i fee ee UV Gomes Ponion Y rentre Y
5. To do a Quick Search of people you just need to put the First and Last Name of the person you are looking for If you do not know the full first and last you can put the letter that is begins with and do a search that way Search examples can be First Name Debbie Last Name W First Name D Last Name Weber First Name De Last Name Webber First Name Last Name Webber First Name Debbie Last Name Hit n melntanentn and you search results will be displayed 2012 BPAA Customer Connect 16 BPAA s Customer Connect 4 1 2 Advanced Search The advanced Search is activated when you push the Advanced Search Button Advanced Search When the button is activated a window will pop up to put in Criteria Customer Search To search for people select the search criteria and click the Search button First Name MI Last Name Y Address State Zip Code a state o Phone Gender Select Gender Name Source Interest Select NameSource Select Interest Email Address PO SS mous After putting in the criteria hit search and the records will be displayed 2012 BPAA Customer Connect Customers Tab 4 2 Create New Person m a To add a new person to the Customer Connect Database hit click This will bring up the add new person Screen Add New Person League Activity Event Activity Purchases Notes General Information Households Game Profile Groups Nationa
6. Date 1 5 2012 Entered by iss Topic Note required will show up under tasks gt action notes Enter your note and hit save 2012 BPAA Customer Connect BPAA s Customer Connect BPAA s Customer Connect 7 Events Managment RNA i z Home Customers Groups Leagues Events Marketi Reports Tools amp Settings CUSTOMERC CONNECT p g ng po gs 21 Events Management as New Action Event Name Y Game Type Y Players Team Y Total Teams Y Event Coordinator Y Start Date Y Start Time Y Week Day Y End Date ds gt Xx Q Chamber of Commerce Staff Party Billiards 4 08 17 2012 19 00 00 Friday 08 17 2012 Q American Airlines Corporate Party 11 01 2011 10 30 00 Tuesday 12 31 2011 count 2 1 gt Page 1 of 1 This is the Events Management Tab Home Page 7 1 Add New Event Clicking on the new button will bring up the Add Event Screen Add Event Ez General Profile Schedule Participants Notes gt Event Name Game Type Select Game Type kd Players per team Maximum teams Event coordinator Q Save Cancel This is the general Tab here you will add the general information for your event such as Name and type and the event coordinator 2012 BPAA Customer Connect Events Managment amp General Profile Schedule Participants Notes Event Name Game Type Players per team Maximum teams Bowling Event coordinator Cl
7. Summer Family Pass Name Source Drop Down Menu 2012 BPAA Customer Connect 2 BPAA s Customer Connect To enter a new name source click E This will bring up the Add Name Source Screen Add Name Source Name Center Entered summer League Blast off party 2011 National Download Summer Family Pass Bowlopolis Blastoff Coupon Redemptions Summer Kids Special Test 011112 x x gt x x bad x x x N RRRIRRIRIR IR Add Name Source Screen Abbreviation 7 a Center SL bop National SFP BBO Page 1 of 1 You will see all the existing name sources and their abbreviations To enter a new Name Source type the name that you want it called and the Abbreviation that you want and hit save The name will be added to the list 2012 BPAA Customer Connect Customers Tab 21 4 2 2 Households Tab The Households tab is where you can view and group people that are in the same house Modifying Person Roy karsten General Information Households Game Game Profile Groups Groups League Activity al Event Activity Purchases Notes Click Add Household to create new household Modify Person Households Screen To add a household click f This will bring up the Household Primary Contact Screen Household s Primary Contact Baggetta Frank J 647 N Railroad Ave Stat Staten Island 7189878346 Bruno Victor J 476 Clove Rd Staten Isli Staten Island 7184421701
8. 30 PM 10 00 PM 10 30 PM 11 00 PM 11 30 PM 12 00 AM This is the drop down for the league start time and end time Add League a General Profile Schedule Participants Notes Page 1 of 1 Add Participant Remove Participant This is the participants for this league Will display Name Team number whether they are captain or not as wellas average To add a participant click on the Add Participant Button Add Participant Remove Participant These are the buttons that you will use to add and remove the participants for each league 2012 BPAA Customer Connect Customer Search To search for people select the search criteria and click the Search button First Name MI Last Name Address City State Zip Code State gt Phone Gender Select Gender Name Source Interest Select NameSource Select Interest Email Address Search Cancel Enter your search criteria and hit search 2012 BPAA Customer Connect BPAA s Customer Connect Add League Participants Hola 2 3 4 rr UH Page 1 of 193 This is the screen where you choose league participants 2012 BPAA Customer Connect General Profi le Sched TE Participants nts Notes This is the notes tab this is where you will put any notes about this league 6 2 Edit Leagues Edit League League Name Moday Night Mixed Game Type Bowling bl Players per team 3 Maximum team
9. Connect Household s Primary Contact Baggetta Frank J Bruno Victor J Goodheart Harry T Katz Adam M Williams Bob Zavakos Demetri Habetler David Coykendall Jon Herman Christy Household Primary Contact 647 N Railroad Ave Stat Staten Island 476 Clove Rd Staten Isli Staten Island 370 Van Name Avenue Staten Island 12 Daffodil Ct Staten Is Staten Island 71898783456 7184421791 7187271908 7186054562 Fage 1 ofi x On this page you will enter the primary contact for the new Household Hit ok to add the contact You will be returned to the Households Screen with the new primary contact displayed Modifying Person Roy karsten General Information Households Game Profile X 8 Baggetta Frank J 647 N Railroad Ave Staten Island NY 10304 Staten Island NY Groups League Activity Event Activity Purchases Ls Notes 7189878346 To add other members to the household click on P Next to the Primary Contact This will bring up the Add Household Screen 2012 BPAA Customer Connect Customers Tab 39 Add Household 5 Other Name Other Relationship Select Relationship Other oe Other Address Other DaytimePhone Other EveningPhone i im a Other i Cell Phone Curtis Edward J Other DeFazio Ernest L Other eee Dela Paz Eduviges A Other Age DeMeglio Ernie Other Gender v
10. Gender None F Age Range From 22 To 44 Marital Status Single Average From 121 To 181 Remarks This is where you will change the profile for the league 2012 BPAA Customer Connect Edit League m General Frofile Schedule Participants a Center Name Y Start De Vf Week D Y End Dat Y Start Ti WY End Tim Y Play Fre Y gt gt 186 LA Maple Lanes 09 12 2011 Monday 09 16 2011 18 30 00 20 00 00 Bi weekly FJ L Rab s Country Lanes 09 19 2011 Monday 09 23 2011 18 30 00 20 00 00 Bi weekly x Viking Lanes 11 01 2011 Tuesday 11 25 2011 08 00 00 14 30 00 Daily Gh D Page 1 of i Add Schedule This displays the league schedule for what ever center the league is at Profile Schedule J General Center Name gt TIEA Maple Lares Rab s Country Lanes Viking Lanes Clicking on the pencil icon next to the center name will open the League Schedule edit page 2012 BPAA Customer Connect amp BPAA s Customer Connect Center Name Rab s Country Lanes City Staten Island 1600 Hylan Blwd Staten Island Center Maple Lanes Start Date 9 12 2011 Monday End Date 9 16 2011 Friday Start Time 6 30 PM End Time 8 00 PM Play frequency Bi weekly Travelling League plays in more than one center This will bring up the edit schedule window where you can make the changes to the sc
11. Marketing Mailing and Call Campaigns e Reports The Reports tab is where you will run the reports such as Birthday List People List Intent to Return Reports and League Rosters e Tools and Settings The Tool and Setting tabs is where your program settings are made such as User Accounts Importing of Data Name Sources as well as Marketing Program settings 2012 BPAA Customer Connect 12 BPAA s Customer Connect 2012 BPAA Customer Connect BPAA s Customer Connect 14 BPAA s Customer Connect 4 Customers Tab Purpose of Customers Tab Definition and guidelines for Customer A person should be in Customer Connect only once even though they might have multiple roles A role is created for each league event organization interest group and household a person is member of The Removing Duplicate People tool is used to merge and delete people who are in Customer Connect more than one time Purpose of People People are entered in Customer Connect so marketing programs can target them 2012 BPAA Customer Connect Customers Tab 15 4 1 Searching and Finding People The People Screen has a feature to search and find people See Figure Here you will choose from Quick search or more advanced search Quick Search Bar Advanced Search Search Advanced arch Prindle Kim Quick Search Advanced Search 4 1 1 Quick Search First Name Search Prindle Kim Quick Search Quick Search bar
12. Y Game Type Y Players Y Total T WY Next Sessior Vf Event Coordina y Chamber of Commerce Staff Billiards American Airlines Corporate f __ Pg Page 1 of i o cancel Select Events If the event is grayed out the customer is already a member of that event To add customer to new event put a check in the box next to the name s that you want to add the customer to Hit OK when all have been selected You will be returned to the Event Activity Screen with the new events now displaying Modifying Person Roy karsten General Information Households Game Profile Groups League Activity Event Activity Purchases Notes A Je Action Event Name ie Game Type Y Players Team Y Total Teams Y Event Coordinator b_ 4 Chamber of Commerce Staff Party Billiards 4 Modify Person Event Activity with new events screen To remove the customer from an event click bd next to the event that you want to remove them from This will delete the person from that event Click save to save all your changes 2012 BPAA Customer Connect Customers Tab 31 4 2 7 Purchases On the purchases tab you can add all the products that the customer has purchased Modifying Person Roy karsten X General Information Households Game Profile Groups League Activity Event Activity Purchases Notes amp gt Page 1 of 1 Save Cancel Modify Person Purchases To ad
13. cercania gt gt 9 American Airlines Corporate Party Nov 11 2C count 1 P gt Page 1 ofi Save Cancel Modify Person Event Activity To add customer to a new event that you have added in your database click f This will bring up the Select Events Screen that displays all the events in your database Select Event s sae Game Type Y Players Y Total T f Next Sessior WY Event Coordina Vf E E Chamber of Commerce Staff Billiards American Airlines Corporate f _ ___ Page 1 of 1 cnc Select Events If the event is grayed out the customer is already a member of that event To add customer to new event 2012 BPAA Customer Connect 4 BPAA s Customer Connect put a check in the box next to the name s that you want to add the customer to Hit OK when all have been selected You will be returned to the Event Activity Screen with the new events now displaying Modifying Person Roy karsten General Information Households Game Profile Groups League Activity Event Activity Purchases Notes Action Event Name Y Game Type Y Players Team Y Total Teams Y Event Coordinator Y 13 Chamber of Commerce Staff Party Billiards 4 Modify Person Event Activity with new events screen To remove the customer from an event click bd next to the event that you want to remove them from This will delete the person from that event Click save to
14. is by people that have not played in a certain type of league in a date range League Inactive From Enter date Thru Enter date Find Matches After putting all the criteria into the correct sections click on This will display the New Email Marketing plan with a list of the customers that it matched to your criteria You can see the total amount of records found by looking at the Total Count number 2012 BPAA Customer Connect Marketing 103 BRUJO i y CUSTOMER Ce CONNECT Home Customers Groups Leagues Events Marketing Reports Tools amp Settings Y gt New Email Marketing 4a W Personal A E Find Matches Total Count 11 Format Excel Export ZipCode m ve A 3 l AAA A A P Name Y Email Address Y Birthdate Month Select Birthdate Mon i gt Caliendo Ralph kane346 optonline net Age Casale Jerry BigNTalINYO2 msn com LJ Market parents with kids below 14 Coykendall Jon valleyview4fun yahoo com From To Ebro Ray ray ebro gs com Gender Male Frenkel Steven Stedash aol com Gelfant Bob twicebiti0 verizon net MartialStatus Kaminski Eddie miamidolphin hotmail com Name Source Z Katz Adam AdamK0514 aol com Interest and Organizations a Lenz Justin chezwhiz14 aol com Schmieder Chris quick4pt6 aol com Interest 1 Winchman Adam AA AA COM Date Added EE From Enter date le To Enter date le Orga
15. terms of scope BPAA s Customer Connect will execute marketing plans designed to market leagues events and other products to individuals or households BPAA s Customer Connect can also be used to keep track of who signed up for a league or event 2012 BPAA Customer Connect BPAA s Customer Connect Log In 9 2 Log In F BPAA Customer Connect i User Name Password LEPE This is the login screen put in user name and password to sign in ff you forget your password you can click on the Cant access your account 2012 BPAA Customer Connect BPAA s Customer Connect Menus and Navigation 11 3 Menus and Navigation This Chapter will explain the Menus and Navigation inside of BPAA s Customer Connect Home Customers Groups Leagues Events Marketing Reports Tools amp Settings 0 e Home Home is here the control panel will be e Customers The Customers tab is where new customers are added and edited e Groups The Groups tab is where you will add and edit various Interest groups as well as Organizations e Leagues The Leagues tab is where you will view your various leagues Both USBC and Non Sanctioned leagues can be entered e Events The Events tab is where you will add and edit various events that you are hosting both in center and across multiple centers e Marketing The Marketing tab is where you View Edit and run your marketing programs These include Email Marketing Text
16. this will bring up the Add Group Member Box 2012 BPAA Customer Connect 56 BPAA s Customer Connect Page 1 of 193 Here you can put the check mark in all the people that you want to add to that group Once you have all the customers that you want added click on aid This will take you back to the add interest window with the new customers added to the group 2012 BPAA Customer Connect Page 1 of i Next you can add notes for that group by clicking on the notes tab 2012 BPAA Customer Connect os BPAA s Customer Connect Add Interest Name BPAA Customer Connect Description This group is all the new users Date Entered By Topic Note Action _ required will show up under tasks gt action notes Add Note Delete Note Page 1 ofi After adding the notes you will click on the add note button to add the note or delete the note button to delete any note Hit save to save all your changes to the Interest Group 5 2 Edit Interest Group To Edit a Interest group you need to click on the groups tab This will bring up the Interest and Organizations that are currently in your database 2012 BPAA Customer Connect CUSTOMER Co CONNECT Home Customers Groups Leagues Events Marketing Reports Tools amp Settings a4 th Interest Groups alfa New Organizations alfa New Action Interest Name Mo Interest Description Y Action Organization Name Y Orga
17. 12 BPAA Customer Connect Customers Tab 4 This displays all the groups that you have in your database If the Group is grayed out the customer is already a member of that group To add the customer to a new group put a check in the box next the name of the group You can add to multiple groups at the same time To delete the customer from a group just click bad next to the name of the group This does not delete the group it just removes the customer from the group 4 3 5 League Activity On the League Activity Screen you will see all the leagues the customer is involved with along with the information on that league Modifying Person Roy karsten General Information Households Game Profile Groups League Activity Event Activity Purchases Notes bd Action League Name Y Game Typ Y Players Tean Y Total Teams Y Next Session Y Start Date Y Start Time Y Week Day Y End Date Y 12 Moday Night Mixed Bowling 3 20 365 09 12 2011 18 30 00 Monday 11 25 2011 count 1 ma mi Wi h E gt Page 1 of 1 Modify Person Groups League Activity To add customer to a new league click This will bring up the Select Leagues Page displaying all the leagues in your database 2012 BPAA Customer Connect 4 BPAA s Customer Connect Select League s ES Moday Night Mixed Bowling 09 12 2011 18 30 00 Monday 11 25 2011 New league Billiards 09 20 2011 20 30 00 Tuesday 09 20 2012
18. 8 Notes The notes tab is where you will enter and vew notes about that customer 2012 BPAA Customer Connect 50 BPAA s Customer Connect Modifying Person Roy karsten Purchases s W Page 1 of 1 Save Cancel Modify Person Notes To enter a new note about customer click f This will bring up the Create New Note Window Date 14 01 2012 Entered By Topic Note al required will show up under Tasks gt Action Notes Create New Note Dialog Box Enter a topic of the note and enter the content If you want the Note to appear under your task you will need to put the check next to Action required Hit save and you will see the new note appear in the Notes tab 2012 BPAA Customer Connect Customers Tab 51 Modifying Person Roy karsten 58 General Information Households Game Profile Groups League Activity Event Activity Purchases Notes Te Y cd Heath sysadmin Customer recognition Y The customer has bowled 5 300 s this year count 1 ar gt Page 1 of 1 Save Cancel Modify Person Notes with new notes To delete the not click bd next to the note you want deleted 4 4 Export Enter topic text here 2012 BPAA Customer Connect BPAA s Customer Connect Groups 53 5 Groups CUSTOMER Co CONNECT Home Customers Groups Leagues Events Marketing Reports Tools amp Settings a4 E P a lt b Interest
19. Goodheart Harry T 370 Van Name Avenue t Staten Island 7187271908 Katz Adam M 12 Daffodil Ct Staten Is Staten Island 7186054662 Williams Bob Zavakos Demetri Habetler David Coykendall Jon a 1 Herman Christy Page 1 of i Household Primary Contact 2012 BPAA Customer Connect 22 BPAA s Customer Connect On this page you will enter the primary contact for the new Household Hit ok to add the contact You will be returned to the Households Screen with the new primary contact displayed To add other members to the household click on F Next to the Primary Contact This will bring up the Add Household Screen Add Household 5 Primary Contact Y Relationship Y Baggetta Frank J Primary Contact Other Name Bilak Edmund S Other nn Relationship Select Relationship Brush Eddie Other Other Address Collins Eric S Other DaytimePhone Colucci Edward R Other EveningPhone Cunningham Edward Other Cell Phone Other Other Birthdate Other Age Other Gender Other 2 3 4 gt Page 1 of 6 Click Add Member to add another person to this household Click Remove Member to remove a person from this household Save Cancel Add Household Screen Here you see the members that are in that household and add new members To add a new member click 2012 BPAA Customer Connect Customers Tab 23 This will bring up the Custom
20. Groups League Activity Event Activity Purchases Game Type Select GameType x Profile Interested in L Social Play _ USBC Play _ Instructional Play _ Family Play _ Competitive Play _ Substitute Play _ Open Play Average Frequency Select Frequency x Max Weeks Set Profile Modify Person Game Profile Screen To change the Game type you want to modify click the Select Game Type Drop Down Clear Selection Billiards Bowling Club Darts League Tournament Select Game Type Drop Down Choose the game type profile that you want to modify The Profile will display the entries for that particular profile 2012 BPAA Customer Connect Customers Tab 4 Modifying Person Roy karsten a General Information Households Game Profile Groups League Activity Event Activity Purchases Notes MA Game Type Bowling z Bowling Profile Y Social Play USBC Play _ Instructional Play Interested in YM Family Play WW Competitive Play Substitute Play Y Open Play Average 175 Frequency Monthly x Max Weeks Set Profile Save Cancel Bowling Profile Screen To add an interest just check the box next to the interest and to remove just remove the check mark Then hit set profile to set the changes for that profile You can edit multiple interest at the same time by clicking the game type drop down again and choosi
21. Groups wp New Organizations as New Action Interest Name Mi Interest Description Y Action Organization Name Y Organization Description Y gt x V4 Summer Family Pass Summer Family Pass gt x P November Test Organization November Test Organization x 8 Live Entertainment Test Interest Description x 8 Chamber of Commerce Chamber of Commerce of Staten Island Count 2 Count 2 5 1 Add New Interest Group New To add a new Interest group you will click This will bring up the Add Interest Window 2012 BPAA Customer Connect 54 BPAA s Customer Connect Add Interest Ee Name Description Members Notes O action Fret wamme Jr fast name 9 Page 1 of 1 Save Cancel To add the new Interest Group put a name for the group in the name box and a description of the group in the description box The name is a required field and must be entered before you can save You will then need to add customers to that group To do this you will click the This will bring up the customer search window 2012 BPAA Customer Connect Customer Search To search for people select the search criteria and click the Search button First Name MI Last Name Address City State Zip Code State gt Phone Gender Select Gender Name Source Interest Select NameSource Select Interest Email Address Search Cancel Enter all Criteria and hit search
22. New League P New This is the button to add new leagues 2012 BPAA Customer Connect BPAA s Customer Connect General Profile Schedule Participants League Name Game Type Select GameType bi Players per team Maximum teams League President Vice President Treasurer Ll Secretary same as Treasurer Coach This is the add league Screen General Tab Schedule Participants League Name Game Type Players per team Billiards League President Bowling Club Darts Treasurer Secretary League thes Coach Tournament Volleyball This is the Select Game type drop down that allows you to choose the game type These can be added under options 2012 BPAA Customer Connect ES Add League League Type _ Social Sanctioned _ Family oriented __ Competitive _ Instructional Eligibility Requirements Gender Age Range From Marital Status Average From To Remarks To This is the screen that you will change the league profile for that league You can choose all league types and the requirements for that league Schedule Participants This is the page you will add the league schedule to To add schedule click on the Add Schedule Button 2012 BPAA Customer Connect BPAA s Customer Connect This is the add schedule button League Schedule Center Name Rab s Country Lan
23. d a purchase for a customer click on This will bring up the Add Person Purchase Screen Add Person Purchase Ez Drag a column header and drop it here to group by that column Date prat omo Y unn Mame Product 5 55 99 dd 33 99 22 622 90 Description sdsa 22 66 Maxim Balls Plastic Ball 75 45 Pool Table Green Pool Table 33 99 nee Bowling Pins Pink Balling Pins 29 99 Quantity Heath Foods Some great stuff 54 99 Add Person Purchase Screen To add a purchase put a check mark next to the product the customer purchased Enter the quantity purchased and hit select 2012 BPAA Customer Connect BPAA s Customer Connect You will be returned to the Purchases screen with the new purchases entered The Total price for the quantity that you specified will also be displayed You can edit the purchase by clicking on F This will bring the Add Purchase Screen up to make the changes To delete a purchase from the customer click on bd next the purchase you want to delete 2012 BPAA Customer Connect Customers Tab 33 4 2 8 Notes The notes tab is where you will enter and vew notes about that customer Add New Person General Information Households Game Profile Groups League Activity Event Activity Purchases Notes Action Date Entered By Topic Action Note Page 1 of 1 O Save Cancel Modify Person Notes To enter a new note about customer clic
24. d new center for event and frequency 2012 BPAA Customer Connect 2 BPAA s Customer Connect General Profile Sched Schedule Participants OCR Page 1 of 1 Add Participant Remove Participant On the Participants tab you can add or remove participants Click on the Add Participant Button Add Participant Remove Participant This will bring up the Customer search Box 2012 BPAA Customer Connect Events Managment 93 Customer Search To search for people select the search criteria and click the Search button First Name MI Last Name Address Doo E Zip Code City State Oooo Phone Gender A O Name Source Interest Select NameSource Select Interest Email Address po Put in the criteria and hit search This will bring up the Add events Participants Box Add Event Participants Page 1 of 193 2012 BPAA Customer Connect 94 BPAA s Customer Connect Check the ones that you want and hit the add button Clicking on the pencil next to the name will bring up the add team information l Leween Span robbins Williams douglas Barbara Filippo This is the add Team Information Screen Add Team Information Birth Date Gender Mantal Status Day Phone Evening Phone Team Captain Yes Substitute Yes No of Games Intends to return Average Here you can put the information in for that perso
25. d organization screen up with all the customers you added displayed The next tab is the Notes section Here you will enter notes for this organization 2012 BPAA Customer Connect _ Add Organization Fa General M embers Notes Note will show up under tasks gt action notes Add Note Delete Note Action _ required ah Page 1 of 1 To add a new note just enter the topic and note in and then click whether you want to note to appear under action notes When you have all 3 tabs entered you can hit save to save the record to the new database 2012 BPAA Customer Connect BPAA s Customer Connect 6 Leagues CUSTOMER Co CONNECT Home Customers Groups teagues Events Marketing Reports Tools amp Settings 10 y League Management alfa New action League Name Y Game Type Y Players Team Y Total Teams Y Start Date Ne Start Time Ne Week Day Y End Date Ms gt ES J Moday Night Mixed Bowling 3 20 09 12 2011 18 30 00 Monday 11 25 2011 R O Q New league Billiards 09 20 2011 20 30 00 Tuesday 09 20 2012 R 7 GS Ronny s Fun Bunch Bowling 3 12 09 27 2011 18 30 00 Tuesday 11 01 2011 R 7 S Frank s crazy Pinz Bowling 09 04 2011 18 30 00 Sunday 12 05 2011 gt 4 8 a amp asdfasfas Bowling 11 2 10 30 2011 08 30 00 Sunday 12 01 2011 Count 5 IL il Je dL a SSS Page 1 of1 This is the league management page This is where you will view and edit the leagues 6 1 Add
26. ed to and hit save 2012 BPAA Customer Connect BPAA s Customer Connect 106 BPAA s Customer Connect 10 Reports The reports section is where you will run the various reports in Customer Connect Examples are Birthday List People List Intent to Return You will be able to export these reports to several different formats ATT Home Customers Groups Leagues Events Marketing Reports Tools amp Settings Report csiomer Customer Reports Co Birthday y List View Reports Create and Manage Birthday List Co y People List View Reports Create and Manage People List Co y Person N Profile View Reports Create and Manage Person Profile action Name Created No Report Selected To view a list of Reports click on a View Reports button on the left Reports Screen To choose the type of report that you want you will first need to choose the set of reports that you want Clicking on the drop down box will reveal your choices Report Customer Reports Clear Selection Customer Hame Interest Create and Manage Label Birthday List League Organization Create and Manage People List 2012 BPAA Customer Connect Reports 107 Report Drop Down selection After you make your choice the report options will appear or that particular report set 10 1 Customer Reports Choosing Cu
27. er Search Screen Here you will enter the criteria that you are searching for i Customer Search To search for people select the search criteria and click the Search button First Name MI Last Name Address State Zip Code State Phone Gender Select Gender kd Name Source Interest Select NameSource Select Interest Email Address PO scan core Customer Search Hit search to bring up the customers that matched your search Select Household Member 7189665032 Page 1 of 1 Select Household Member Put a check next to the name you want added and click Select 2012 BPAA Customer Connect 24 BPAA s Customer Connect 4 2 3 Game Profile Tab On the Game profile tab you can choose what type of game play the customer is interested in Add New Person la General Information Households Game Profile Groups League Activity Event Activity Purchases Notes Bowling Profile Interested in LJ Social Play L USBC Play _ Instructional Play _ Family Play _ Competitive Play _ Substitute Play _ Open Play Average Frequency Select Frequency x Max Weeks Set Profile Save Cancel Modify Person Game Profile Screen To change the Game type you want to modify click the Select Game Type Drop Down Clear Selection Billiards Bowling Club Darts League Tournament Select Game Type Dr
28. es City Staten Island State AY a ZipCode qq gt 0 Rab s Country Lanes 1600 Hylan Blyd Staten Island Center Stare Date End Date Start Time Enter time End Time Enter time Play frequency Travelling League plays in more than one center This is the league schedule screen here you can set the time and the center information for each league 2012 BPAA Customer Connect League Schedule Center Name Rab s Country Lanes City Stren Island State Ny a ZipCode gt 0 Rab s Country Lanes 1600 Hylan Blvd Staten Island centers Start Date Enter date End Date Enter date Start Time Enter time E End Time Enter time E Play frequency Travelling League plays in more than one center Clear Shin Sere Once Daily Weekly Bi weekly Monthly This is where you will set the frequency of the league Travelling League plays in more than one center Putting the check mark in here for traveling leagues across multiple centers 2012 BPAA Customer Connect BPAA s Customer Connect End Time Start Time Enter time plays in more than one center Enter time Play frequency o 00 AM 8 30 AM 9 00 AM 9 30 AM 10 00 AM 10 30 AM 11 00 AM 11 30 AM Save ET 12 00 PM 12 30 PM 1 00 PM 1 50 PM 2 00 PM 2 30 PM 3 00 PM 3 50 PM 4 00 PM 4 30 PM 500 PM 5 30 PM 6 00 PM 6 30 PM 7 00 PM 7 30 PM 6 00 PM 8 30PM 9 00 PM 9
29. f the person as well as the Marital Status and what name source they are coming from Personal A ZipCode Birthdate Month Select Birthdate Mon m Age _ Market parents with kids below 14 From To Gender MartialStatus Mame Source dh The next section is where you will enter all the interest and organization information for the plan Again all information must match for the customer to be included in the plan On this tab you will name all the Interest groups or organizations for that plan You can also choose to add groups or organizations that were added in a particular date range 2012 BPAA Customer Connect 102 BPAA s Customer Connect Interest and Organizations de Interest a Date Added From Enter date El To Enter date E Organization Under the game type profile section you can enter all the game types and game profiles for the plan You can choose from existing game types and profiles by the respective drop down You can also choose to target based on an average range Game Type Profile e Game Type T Profile Average Range From To Under the game activity section you can choose a specific league or group of leagues You can also enter by event Here you can also choose to target people that played in a league from a date range You can choose whether you are targeting by Full time player Team Captain or substitute under the played as drop down Another way to target
30. g plan will pull a plan that you can use to email to You can either use the Graphic Mail program or export to another provider Text Marketing plan can pull a list to do a text marketing campaign Mailing plan can make labels or mail merge so that you can do a mailing campaign A call Marketing plan will let you put a call campaign together such as a league call back campaign or a new league campaign Email Marketing Plan To enter a new Email marketing plan you need to click on new under the email marketing plans Email View Plans Create and Manage New Email Campaigns 2012 BPAA Customer Connect Marketing tor This will bring up the new email marketing screen where you enter all the criteria for that plan The first thing that you need to do is enter the criteria for your plan There are 4 types of information that can be entered Personal Interest and Organizations ww Game Type Profile te Game Activity s Under each there are criteria for each section You can edit multiple sections to get the plan that you want The more information you put in the more you can drill down the contacts Under the Personal Section of the marketing plan you can enter all the personal information for the plan you are pulling Here you can search based on the zip code birthdate whether you are marketing to a group under the age of 14 You will be marketing to the parents of this group You can also choose the Gender o
31. hedule 2012 BPAA Customer Connect Edit League G m m i aaa 80 K 3 EDEMEN M olfetta 5 Frank ER 1 Miller L Frank xx ala rio Frank mano Frank oman sme Palumbo Frank El Valentino Frank i O xx ee p E a or a En El Ki This is where you will view add and remove participants for this league To add a participant click on the Add Participant Button This will bring up the Customer Search Window 2012 BPAA Customer Connect 84 BPAA s Customer Connect Customer Search To search for people select the search criteria and click the Search button First Name MI Last Name Address City State Zip Code State gt Phone Gender Select Gender bl Mame Source Interest Select NameSource Select Interest Email Address Search Cancel Clicking search will bring up the Add League Participants window 2012 BPAA Customer Connect Add League Participants ne o 2 3 4 x Page 1 of 193 Clicking the add button adds them to the league 2012 BPAA Customer Connect s BPAA s Customer Connect Edit League m General Profile Page 1 of i This is where any notes for this league will be viewed To add a new note for a league click on Add Note Button this will bring up the league note box League Note
32. il r 2 3 4 Page 1 of 6 Click Add Member to add another person to this household Click Remove Member to remove a person from this household Add Household Screen Here you see the members that are in that household and add new members To add a new member click This will bring up the Customer Search Screen Here you will enter the criteria that you are searching for 2012 BPAA Customer Connect 4 BPAA s Customer Connect Customer Search To search for people select the search criteria and click the Search button First Name Last Name I Address City State Zip Code State y Phone Gender Select Gender bl Mame Source Interest Select NameSource Select Interest Email Address Search Cancel Customer Search Hit search to bring up the customers that matched your search 2012 BPAA Customer Connect Customers Tab at Select Household Member 53 Todd 1089665032 dE Fran Todd AO lt A AAAA I ooo Page 1 ofi cancel Select Household Member Put a check next to the name you want added and click Select 4 3 3 Game Profile On the Game profile tab you can choose what type of game play the customer is interested in 2012 BPAA Customer Connect 42 BPAA s Customer Connect Modifying Person Roy karsten General Information Households Game Profile
33. io buttons The name source drop down allows you to choose where the customer came from and can be targeted to Clear Selection Center Entered Summer League Blast off party 2011 National Download Summer Family Pass Name Source Drop Down Menu To enter a new name source click E This will bring up the Add Name Source Screen 2012 BPAA Customer Connect Customers Tab Add Name Source Name Center Entered summer League Blast off party 2011 bop National Download National Summer Family Pass SFP Bowlopolis Blastoff BBO Coupon Redemptions Summer Kids Special Test 011112 PL len r Page 1 ofi gt 9g 1961 90 96 36 3e Ide 3e 6 LR NN RIRES C Add Name Source Screen You will see all the existing name sources and their abbreviations To enter a new Name Source type the name that you want it called and the Abbreviation that you want and hit save The name will be added to the list 4 3 2 Households The Households tab is where you can view and group people that are in the same house Modifying Person Roy karsten General Information Households Game Profile Groups League Activity Event Activity Purchases Notes a V nes Y mu orne borren Click Add Household to create new household Modify Person Households Screen To add a household click f This will bring up the Household Primary Contact Screen 2012 BPAA Customer Connect 38 BPAA s Customer
34. it League as 79 Part VIl Events Managment 88 Tle AAA NeW EVO RE de teen ce oe te eat ean arate dite ane ce ni et ni ee 88 2012 BPAA Customer Connect 4 BPAA s Customer Connect Part VIII Graphic Mail Email Marketing 98 Part IX Marketing 100 1 Email Marketing Planes nn eee ee a madeleine 100 Part X Reports 106 1 CUSOMET REDOMS ld 107 Part XI Tools and Settings 113 Index 0 2012 BPAA Customer Connect BPAA s Customer Connect Welcome To BPAA s Customer Connect 1 Welcome To BPAA s Customer Connect BPAA s Customer Connect is a tool used to perform target marketing The goal is to use BPAA s Customer Connect to effectively market products and services and to increase the number of times people visit bowling centers BPAA s Customer Connect is available to any BPAA member The users of BPAA s Customer Connect can be Independent center owners Chains and multi unit owners The independent center owners will use BPAA s Customer Connect to Create a marketing database of customers and customer interests Market leagues events and other offerings Analyze the effectiveness of marketing plans Measure employee productivity Email Blast Text Messaging In addition to the above chains and multi unit owners will use BPAA s Customer Connect to Combine data from multiple centers into one database Market center products and services from a central location rather than from each center In
35. ith third parties Email k roy comcast net OK to send email Primary Phone OK to call primary phone Birthdate 1 1 0001 E Secondary Phone OK to call secondary phone Marita Status Select Marital Status Cell Phone OK to send text Name Source Select Name Source v B Fax number OK to send fax Modify Person General Information Screen This page displays all the general information about the customer The address status will let you know that your address has been verified or not If there is an issue with the address that status will be displayed Clear Selection First Address Status Error Foreign Country Insufficient Address Information Not Validated Validated By User Validated Per Zi Address Status Drop Down The contact method drop down is where you can choose the contact that the person prefers 2012 BPAA Customer Connect 3 BPAA s Customer Connect Mail Phone Contact Method Drop down The OK to share radio buttons are important as they are where you will choose whether the customer will allow you to contact them by that method If customer opts out you must remove the check mark and that person will no longer be included in that type of plan Y OK to share name with third parties OK to send email Fj OK to call primary phone Fa OK to call secondary phone Y OK to send text Fa OK to send fax Ok to contact rad
36. k This will bring up the Create New Note Window Create New Note Date Entered By Topic Note Action _ required will show up under Tasks gt Action Notes Create New Note Dialog Box Enter a topic of the note and enter the content If you want the Note to appear under your task you will need to put the check next to Action required Hit save and you will see the new note appear in the Notes tab 2012 BPAA Customer Connect 34 BPAA s Customer Connect Modifying Person Roy karsten 3 General Information Households Game Profile Groups League Activity Event Activity Purchases Notes Te Y cd a a a 7 Heath sysadmin Customer recognition The customer has bowled 5 300 s this year 9g d Page 1 of1 Save Cancel Modify Person Notes with new notes To delete the not click bd next to the note you want deleted 2012 BPAA Customer Connect Customers Tab 35 43 Editing Person 4 3 1 General Information Modifying Person Roy karsten General Information Households Game Profile Groups League Activity Event Activity Purchases Notes National ID Gender Select Gender First Name karsten Middle Last Name Roy Jr Sr etc Select Lineage Address Address Status First Address Status Error v Contact Method Email City State Select State z Zipcode Country US z OK to share name w
37. l ID Gender Select Gender x First Name Middle Last Name Jr Sr etc Select Lineage hd Address Address Status First Address Status Error v Contact Method Email 7 City State Select State Zipcode Country us v _ OK to share name with third parties L_ OK to send email Email Primary Phone _ OK to call primary phone Birthdate Enter date El Secondary Phone _ OK to call secondary phone Mantal Status Select Marital Status v Cell Phone _ OK to send text Name Source Select Name Source ia Fax number _ OK to send fax Save Cancel Modify Person General Information Screen 2012 BPAA Customer Connect 18 BPAA s Customer Connect 4 2 1 General Information Tab The first tab is the General Information for the new User Here you will enter all the contact information for the new customer such as address and contact phone numbers You also can choose what contact method the customer chooses to allow You can also set the name source here to specify what source this name came from such as National Data Service Coupon and any other name source that you specify Add New Person General Information Households Game Profile Groups League Activity Event Activity Purchases Notes O National ID Gender Select Gender v Fir
38. m the group 2012 BPAA Customer Connect 28 BPAA s Customer Connect 4 2 5 League Activity On the League Activity Screen you will see all the leagues the customer is involved with along with the information on that league Add New Person General Information Households Game Profile Groups League Activity Event Activity Next Session Purchases Notes Start Date Start Time Week Day End Date Modify Person Groups League Activity Page 1 of 1 Save Cancel To add customer to a new league click f This will bring up the Select Leagues Page displaying all the leagues in your database Select League s Sermo Y Moday Night Mixed Bowling New league Billiards Ronny s Fun Bunch Bowling Frank s Crazy Pinz Bowling asdfastas Bowling Select Leagues 09 12 2011 09 20 2011 09 27 2011 09 04 2011 10 30 2011 Start Date WY Start Time Y 18 30 00 20 30 00 18 30 00 18 30 00 08 30 00 Monday Tuesday Tuesday Sunday Sunday Week Day Vf End Date Y 11 25 2011 09 20 2012 11 01 2011 12 05 2011 12 01 2011 Page 1 of i OK Cancel 2012 BPAA Customer Connect Customers Tab 2 To add customer to the league put a check mark next to each league that you want to add the customer to And hit OK You will be returned to the League Activity Screen with all the new leagues now added Modifying Person Roy kar
39. n such as is captain Birthdate and phone 2012 BPAA Customer Connect Events Managment 95 This is the Add events Note section Add Event General Schedule Participants Page 1 of1 On this tab you will put any notes about the event Clicking on the add Notes button will bring up the New Notes screen Event Note Entered by Topic Note required will show up under tasks gt action notes Here you can add new notes info 2012 BPAA Customer Connect 96 BPAA s Customer Connect 2012 BPAA Customer Connect BPAA s Customer Connect s BPAA s Customer Connect 8 Graphic Mail Email Marketing 2012 BPAA Customer Connect BPAA s Customer Connect 100 BPAA s Customer Connect 9 9 1 Marketing On the marketing screen you can view and add new marketing plans Bi TEE CONNECT Home Customers Groups Leagues Events Marketing Reports Tools amp Settings Q Marketing a j Action Name Created 4 Email View Plans Create and Manage New Email Campaigns _ Text View Plans Create and manage Text Campaings New Mailing View Plans Create and Manage New Mail Campaigns _ No Plan Selected To view a list of Marketing Plans click on a View Plans button on the left JA ta Ca Il View Plans Create and Manage Call Lists New Oo Page There are 4 different types of Marketing Plans Email marketin
40. ng another profile All profiles are independent of each other When you are finished editing hit the save button to save all changes 2012 BPAA Customer Connect 4 BPAA s Customer Connect 4 34 Groups On the groups tab you can mange the groups that the customer belongs to Here you will add and remove them from interest groups and organizations that you have in your database Modifying Person Roy karsten x General Information Households Game Profile Groups F League Activity Event Activity Purchases Notes m _ _ 1 Test Group Name Test Group Descnption 0 oe ee ees Test Address2 1 Test Organization Name Test Organization Descriptior v Test Or 1234567890 www gmail com 28 O Page 1 of 1 Save Cancel Modify Person Groups Screen The screen displays all the groups the customer currently belongs to and what type they are and contact information To add a new group click This will bring up the Select Groups Screen Select Group s Pee l IT November Test Organization November Test Organization Summer Family Pass Summer Family Pass Live Entertainment Test Interest Description Chamber of Commerce Chamber of Commerce of Stz 123 Main St Staten Island M Test Group Name Test Group Descnption Test Organization Name Test Organization Descriptior Test Address TX ZM bh Fage 1 ofi Select Groups 20
41. nization Game Type Profile a Game Type Profile Average Range From To Game Activity a League Event League Played From Enter date To d Played as rota Count 11 Now that you have the customers for that marketing plan you can now either save the plan or export it to several different formats To save the plan for future use you need to name the plan in New Email Marketing a then hit Y to save the plan To export the file to one of the several formats available in Customer connect you need to click on the Format Drop Down Total Count 11 Format Find Matches Excel ExcelML Word gt Caliendo Ralph Casale Jerry Csv Once you choose the format hit the export button This will bring up the Save as box 2012 BPAA Customer Connect 104 BPAA s Customer Connect Bw Save As X QO E customer Connect Export Fes la Search Customer Comet ep D Organize New folder JE w LY Favorites Name i Date modified Type Size HZ Desktop El All people from Customer Connect 1 6 2012 8 39 AM Microsoft Excel C 590 de Downloads Recent Places amp os 0 W Libraries C Documents d Music Pictures BE Videos M Computer amp 0s c Ca AMAA ALLIS Lh nm F 4 m p File name v Save as type Csv files csv z 2 Hide Folders Cancel Name the file and point to the location that you want the file sav
42. nization Description Y gt x V4 Summer Family Pass Summer Family Pass gt Xx P November Test Organization November Test Organization x 8 Live Entertainment Test Interest Description x 8 Chamber of Commerce Chamber of Commerce of Staten Island Count 2 count 2 11 Page 1 of 1 O gt Page 1 of 1 To edit and interest group you will need to click on P next to the name of the group that you want to edit This will bring up the Edit Interest Group window 2012 BPAA Customer Connect 6 BPAA s Customer Connect Edit Interest Name Summer Family Pass Description Summer Family Pass W Add To MarkingPlan Plan Name yoy Group Plan Plan Type w Email Plan W Text Plan _ Call Plan _ Mail Plan Members Notes a Y Ju Y rosa WE plal CI E ee en CS a EC ES 1 CS 1 CCS CI aaa Here you can make changes to the group and make a marketing plan based on this group All the members of that group are displayed You can add new members by clicking on This will bring up the Customer Search Window 2012 BPAA Customer Connect Customer Search To search for people select the search criteria and click the Search button First Name Last Name I Address State Zip Code oo a Phone Gender Select Gender bl Mame Source Interest Select NameSource Select Interest Email Address Search Cancel Put the criteria that you want to search
43. on and hit search This will bring up the add group member page with all the customers that match that criteria 2012 BPAA Customer Connect Ricky Debbie Kim Bruce Anne Sarah Allen Jeff Rick Len Judy a BPAA s Customer Connect Ehlinger Roberts Lowe Prindle Wanmetre Campbelle Letscher Larsen Boye Harrington Schafer Cole Page 1 of 194 To add customers put a check mark in the name s that you want added and hit Add This will take you to the Edit Interest Window with all the Added customers being displayed along with current members You can also create Marketing plans for this group by putting the check mark in the box next to Add to Marketing Plan and then choose the plan type s that you want to create W Add To MarkingPlan Plan Name Now Group Plan Plan Type Email Plan Text Plan _ Call Plan _ Mail Plan When you have made all the changes to that group hit save to save the changes 2012 BPAA Customer Connect 5 3 Add New Organization Group To add a new Organization Group click on ow next to Organizations This will bring up the Add Organization Window Add Organization sg General Members Notes Name Description Address1 Address2 o City State ZipCode Country Phone __ OK to Call Pax __ OK to send fax __ Share With Third Parties Website Type Select Organization Type Type Contact Person
44. op Down Choose the game type profile that you want to modify The Profile will display the entries for that particular profile 2012 BPAA Customer Connect Customers Tab 25 Add New Person a General Information Households GameProfile Groups League Activity Event Activity Purchases Notes Bowling Profile _ Social Play _ USBC Play _ Instructional Play Interested in _ Family Play _ Competitive Play _ Substitute Play _ Open Play Average Frequency Select Frequency x Max Weeks Set Profile Save Cancel Bowling Profile Screen To add an interest just check the box next to the interest and to remove just remove the check mark Then hit set profile to set the changes for that profile You can edit multiple interest at the same time by clicking the game type drop down again and choosing another profile All profiles are independent of each other When you are finished editing hit the save button to save all changes 2012 BPAA Customer Connect 2 BPAA s Customer Connect 4 2 4 Groups Definition and guidelines for Groups An interest group is a group of people who have something in common Some examples of interest groups include the following bar patrons birthday club members coupon users game room users restaurant patrons AARP members and Corvette owners On the groups tab you can mange the groups that the customer belongs to He
45. ople that were inactive in a certain type of league 2012 BPAA Customer Connect BPAA s Customer Connect Tools and Settings 113 11 Tools and Settings Enter topic text here 2012 BPAA Customer Connect 114 BPAA s Customer Connect Endnotes 2 after index 2012 BPAA Customer Connect Back Cover
46. re you will add and remove them from interest groups and organizations that you have in your database Add New Person General Information Households Game Profile Groups League Activity Event Activity Purchases Notes 7 Action Name Desc Organization Address Type Phone Website amp gt af Page 1 of 1 Save Cancel Modify Person Groups Screen The screen displays all the groups the customer currently belongs to and what type they are and contact information To add a new group click This will bring up the Select Groups Screen 2012 BPAA Customer Connect Customers Tab E Select Group s ojo ij ib Movember Test Organization November Test Organization Summer Family Pass Summer Family Pass Live Entertainment Test Interest Description Chamber of Commerce Chamber of Commerce of Ste L 123 Main St Staten Island M C Test Group Name Test Group Descnption Test Organization Name Test Organization Descriptior Test Address TX ZM a Page 1 of i OK Cancel Select Groups This displays all the groups that you have in your database If the Group is grayed out the customer is already a member of that group To add the customer to a new group put a check in the box next the name of the group You can add to multiple groups at the same time To delete the customer from a group just click bd next to the name of the group This does not delete the group it just removes the customer fro
47. s 20 Total Plays 27 Schedule begins 9 12 2011 Start Time 18 30 00 18 30 00 Schedule Ends 11 25 2011 11 25 2011 Travelling N o No Cay of week plays Monday League President Accardi Frank Accardi Frank Vice President Po Qs Treasurer A Secretary same as Treasurer Secretary Qs ae Sd ile This is the General tab this is where you will view and edit all the league General information such as Game 2012 BPAA Customer Connect s BPAA s Customer Connect type and league officers as well as number of teams You can not change the schedule from here that has to be done on the Schedule tab Edit League General Profile Schedule Participants League Name Moday Night Mixed Game Type Clear Selection A e Players per team imum teams 20 Total Plays 27 Billiards Schedule begins Bowling Schedule Ends 11 25 2011 Travelling No Club Day of week plays Y play Dite League President League Vice President Qs Tournament Treasurer T Secretary same as Treasurer Volleyball Secretary Ea __ This is where you will change the league game type you can edit the types on the options page Edit League m General Profile Schedule Participants Notes League Type 2 AAA W Social wi Sanctioned _ Family oriented Fi Competitive Lal Instructional Eligibility Requirements
48. save all your changes 4 3 Purchases On the purchases tab you can see all the products that the customer has purchased Modifying Person Roy karsten 4 General Information Households Game Profile Groups League Activity Event Activity Purchases Notes E Action Date Y Entered By Y Topic Y Action Y Note Y F gt Page 1 of 1 Save Cancel Modify Person Purchases To add a purchase for a customer click on This will bring up the Add Person Purchase Screen 2012 BPAA Customer Connect Customers Tab 4 Add Person Purchase PI Drag a column header and drop it here to group by that column Date presa name mein Y Jun T Name Product 5 5 55 99 dd dd 33 99 22 22 22 90 Description sdsa 22 66 Maxim Balls Plastic Ball 75 45 Pool Table Green Pool Table 33 99 eles Bowling Pins Pink Balling Pins 29 99 Quantity Heath Foods Some great stuff 54 99 sex cane Add Person Purchase Screen To add a purchase put a check mark next to the product the customer purchased Enter the quantity purchased and hit select You will be returned to the Purchases screen with the new purchases entered The Total price for the quantity that you specified will also be displayed You can edit the purchase by clicking on PF This will bring the Add Purchase Screen up to make the changes To delete a purchase from the customer click on bd next the purchase you want to delete 4 3
49. st Name Middle Last Name Jr Sr etc Select Lineage 4 Address Address Status First Address Status Error v Contact Method City State Select State v Zipcode Country us X _ OK to share name with third parties Email _ OK to send email Primary Phone _ OK to call primary phone Birthdate Enter date El Secondary Phone _ OK to call secondary phone Marital Status Select Marital Status v Cell Phone e one _ OK to send text Name Source Select Name Source Le Hy Fax number _ OK to send fax Save Cancel Enter all the General information into the correct field The contact method drop down is where you can choose the contact that the person prefers Mail Phone Contact Method Drop down 2012 BPAA Customer Connect Customers Tab 1 The OK to share radio buttons are important as they are where you will choose whether the customer will allow you to contact them by that method If customer opts out you must remove the check mark and that person will no longer be included in that type of plan W OK to call primary phone OK to call secondary phone Fj OK to share name with third parties Fa DK to send text OK to send email Iw OK to send fax Ok to contact radio buttons The name source drop down allows you to choose where the customer came from and can be targeted to Center Entered Summer League Blast off party 2011 National Download
50. sten EX General Information Households Game Profile Groups League Activity Event Activity Purchases Notes al Xx Moday Night Mixed Bowling 20 365 09 12 2011 18 30 00 Monday 11 25 2011 gt 4 New league Billiards 365 09 20 2011 20 30 00 Tuesday 09 20 2012 gt 4 Ronny s Fun Bunch Bowling 3 12 365 09 27 2011 18 30 00 Tuesday 11 01 2011 gt 4 asdfasfas Bowling 11 2 365 10 30 2011 08 30 00 Sunday 12 01 2011 2 Frank s Crazy Pinz Bowling 365 09 04 2011 18 30 00 Sunday 12 05 2011 count 5 ar amp Page 1 ofi Save Cancel League Activity with new leagues To remove the customer from the league hit bd next to the league The league will not be deleted but the customer will be removed from that league 4 2 6 Event Activity On the Event Activity Screen you will add the customer to events in your database Add New Person xs General Information Households Game Profile Groups League Activity Event Activity Purchases Notes Action Event Name Game Type Players Team Total Teams Event Coordinator EE Page 1 of 1 Save Cancel Modify Person Event Activity To add customer to a new event that you have added in your database click f This will bring up the Select Events Screen that displays all the events in your database 2012 BPAA Customer Connect 30 BPAA s Customer Connect Select Event s ES Event Name
51. stomer Reports in the drop down will give you Customer Reports choices O Report customer Birthday ict View Reports Create and Manage Birthday List New View Reports Create and Manage New People List Person Profile View Reports Create and Manage New Person Profile Customer Reports Choices Birthday List The Birthday List Reports will let you pull a report with the criteria that you supply You can save and export the reports to many sources en New You can view your saved reports by clicking ii 2012 BPAA Customer Connect 108 BPAA s Customer Connect This will bring up the Reports Options Screen Home Customers Groups Leagues Events Marketing Reports Tools amp Settings 0 Ce Report IP ya cis MAT BANK db w a HIBO ZipCode Birthdate Month Select Birthdate Mon a Age _ Market parents with kids below 14 From To Gender MartialStatus KA Name Source a Interest Zs Date Added From Enter date To Enter date el Organization z Game Type X Profile League Event League Played From Enter date To Enter date el Played as League Inactive Not in any From Enter date El Thru Enter date el From this screen you can set the criteria for your report by filling in the info to the left 2012 BPAA Customer Connect Q Report lt a ZipCode
52. the Customer Search Screen Customer Search To search for people select the search criteria and click the Search button First Name Last Name FL Address State Zip Code State Phone Gender Select Gender Name Source Interest Select NameSource Select Interest Email Address Search Cancel Put in the search criteria that you want to search by and hit search This will bring up the Add Organization window up with the Contact Person now displayed The next tab is the Members Tab On this tab you will add all the new members to the group 2012 BPAA Customer Connect e BPAA s Customer Connect Add Organization General Members Notes 2S e me To add new members click on f This will bring up the Customer Search Window 2012 BPAA Customer Connect Customer Search To search for people select the search criteria and click the Search button First Name Last Name I Address State Zip Code oo a Phone Gender Select Gender bl Mame Source Interest Select NameSource Select Interest Email Address Search Cancel Enter your search criteria and hit search this bring up the Add Group Member page with all the customers that matched your criteria 2012 BPAA Customer Connect e BPAA s Customer Connect Page 1 of 193 Check all that you want added and click add This bring up the ad
53. tomers Only people that belong to that group will be included in the report The date added will let you target a group of people that were added to the database from a certain date range You can also search by people that belong to a certain organization Game Type Profile A Game Type T Profile x Average Range From To On the Game type profile you can choose what game type you want the report to include and which profile for that game type You can also include the average range Game Activity A League T Event ll League Played From Enter date To Enter date El Played as bl League Inactive Not in any From Enter date Thru Enter date On the game activity tab you can choose to include certain leagues in the report by choosing the league from the drop down 2012 BPAA Customer Connect Reports 111 League Event aw Moday Night Mixed New league From En _ Ronny s Fun Bunch Played as Frank s Crazy Pinz _ asdfasfas You can choose from your events in your database by choosing them in the Event Drop Down Event From en Chamber of Commerce Staff Party LJ Amencan Airlines Corporate Party Nov 11 2011 ral E ror mil You can do a report based on people that participated from a league that was played in a certain range by enter the lowest date in the from window and the highest date in the to window If you want only pe
54. ub Qs Darts League Tournament Volleyball Here you will choose the type of event These can be edited on the options page General Profile Schedule Participants Notes Event Type _ Social _ Sanctioned _ Family oriented Competitive _ Instructional _ Non smoking Eligibility Requirements Gender Select Gender kd Age Range From To Mantal Status Select Marital St Average From To Remarks z On the profile page you can change the events profile such as event type and any requirements for Eligibility Requirements 2012 BPAA Customer Connect NON BPAA s Customer Connect General Profile le Schedule Participants Notes gt gt tt Page 1 of i Add Schedule On the Schedule tab you will be able to add a new schedule by clicking the add Schedule Button l 4 el F H Add Schedule This will bring up the Event Scheduler 2012 BPAA Customer Connect Events Managment 91 Event Schedule mm Center Name Rab s Country Lanes City Staten Island State NY ZipCode mna Center Name Y Address1 Y City gt 10 Rab s Country Lanes 1600 Hylan Blvd Center san ose end Date Start Time End Time Play frequency Travelling _ Event plays in more than one center Here you will enter the schedule for that event and if multiple center event ad
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