Imagine you got an email telling you that your competitor’s account manager just exited the company.<\/p>\n
Would you be able to win that account now?<\/p>\n
TouchPoint can send you that email!<\/p>\n
In this post, we are going to setup TouchPoint to monitor your competition and alert you when your counterpart leaves their job => So you can take action and win that account over to your side!<\/p><\/blockquote>\n
How to setup TouchPoint to check on Competition<\/h1>\n
Prep Step<\/em>: Create a spreadsheet with the names and companies of your competing account managers.<\/p>\n
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- Open the TouchPoint Dashboard browser tab<\/li>\n
- Click the “Scheduler” tab in the page<\/li>\n
- Click the “Untitled Campaign 1” on the left<\/li>\n
- Click “Add List” drop down button in the center of the page<\/li>\n
- Click “Manual Entry” in the drop down menu. An empty Import Grid window will appear, ready for your input.<\/li>\n
- Copy from your spreadsheet and paste your contact list.\n
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- While pasting your list, make sure the columns match (or try the Smart Paste button)<\/li>\n
- Your list should have any of the following combinations of fields, at minimum:\n
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- name, company<\/li>\n
- LinkedIn id<\/li>\n
- email address<\/li>\n
- Job title is another optional field that we recommend, especially if you want to find title changes of people<\/li>\n
- Of course, the more fields you have, the better<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<\/li>\n
- In the Import Grid window, enter a name for the List and click the “Add” button<\/li>\n
- Your List will be added to the Campaign. You might be asked if you want to change Global Settings. Choose “Later” for now.<\/li>\n
- Switch ON the list – use the first button on the List.<\/li>\n
- Now TouchPoint will automatically check the list for job changes. When it finds Job Changes it will notify you on the Job Changes tab in the Dashboard.<\/li>\n
- To get an email telling you that your competition changed (yes! that’s what we need!<\/em>)\u00a0 click the drop down next to the “Add Campaign” button on the TouchPoint toolbar. In the drop down, choose the “Send daily digest email” option.<\/li>\n
- In the dialog that appears, check mark the option “Send me email” and then enter your email address. Click “Save and Close”<\/li>\n<\/ol>\n
<\/span>Video showing how to import your competitor list<\/span><\/h2>\n