The doPLANNER App is designed to help you in your business by doing a bunch of the things that take your time for you.
The MY PLANNER section of the program lets you schedule classes, 1 on 1’s, and other events. You receive reminders for these events via text message and/or email. (just make sure you have your cell number saved in the MY SETTINGS section) MY CONTACTS is where you save all of the most important people to your business’ information. Customer’s information, such as what samples you have given out, along with what type of contact they are can all be found here. MY BUSINESS is the difference maker to help you fine tune your business. Track your mileage, expenses and income all from here. At the end of the tax year, print off your reports, or dump them to Excel, and give that over to your accountant. Everyone will be happier after you use the MY BUSINESS section, your bottom line will be happier, your accountant will be happier… the tax man won’t be happier since you will be able to save money that would have otherwise gone to him, but I know that I can get over that. MY DRIP is the portal to the Drip system used to send out timed, automatic text and email messages to your customers right from your email and phone number. The best part, it all happens automagically. MY SETTINGS allows you to fine tune the doPLANNER App to your needs. Setup your personal info in here and link your Google calendar all from this screen.
Adding Contacts To The Drip System
If you have already created your drip campaign, read on… if not, stop the presses and head over to learn about creating your drip campaign. To get started, head over to your MY CONTACTS page. There are two ways to add contacts, adding directly from the contacts screen ( method 1 below ) or from the contact’s screen ( method 2 below). If you want to delete a drip, head down to the bottom of this page.
Method 1 Once there, select the contacts you would like to add to the drip system by clicking on the select checkboxes. Once you have selected the contacts you want, click Add To Drip. Go ahead and select your campaign when prompted, and then confirm your choice on the next screen. After you have confirmed you will get a message saying if your contacts were successfully added or not. The doPLANNER app will check each of the contacts you selected to make sure they have a valid phone number, if they do not, they will not be added to the drip. Sometimes the system isn’t sure if the number for contact is a landline or not, and it will tell you to double-check the number. After all, nobody likes getting a text message sent to our landline.
Method 2 Bring up the page for your contact and scroll down to the bottom, where the Drips section is. Go ahead and click that to expand. Once you see it, go ahead and click the Add Drip Campaign button. Follow your way through the prompts and you are off to the races. Deleting Drips From A Contact Head over to your contact page and expand the Drips section. Click the X next to the drip you would like to remove.
Cancelling My Subscription
First off, we are sad to hear that. If there is something that you are having trouble with, please reach out to us firstname.lastname@example.orgIf you must go, follow these steps if you have a monthly account.
If you signed up for the year-long membership, just wait until the year is up and do not renew.If your PayPal account is a Business account:Canceling a subscription cancels all future scheduled payments of that subscription. A subscription can be canceled up until the day before the next scheduled payment.
Click the Profile icon next to “Log Out” and select Profile and settings.
Select My money.
In the My preapproved payments section, click Update.
Select the merchant whose agreement you want to cancel and click Cancel.
Click Cancel Profile to confirm your request.
If your PayPal account is a Personal account:Canceling a subscription cancels all future scheduled payments of that subscription. A subscription can be canceled up until the day before the next scheduled payment.
Click the Settings icon near the top of the page.
Select Preapproved Payments under “Payment settings.”
Select the merchant whose agreement you want to cancel and click Cancel.
Click Cancel Profile to confirm your request.
Confirm the following mileage? Auto-Mileage
Why am I being asked, “Please confirm the following mileage:”? Have you seen this type of popup before?
You might be having the following thoughts about the doPLANNER: – Are we following you to help you out with your business? Maybe. – Are we utilizing spy satellites to track your movements? Possibly. – Have we hacked into your car’s computer to send feedback to our servers? That would be cool.
The truth is much simpler. The doPLANNER does know when your class or other event has finished, it also knows where that event was held (if you put the location in the event) and knows your home address (assuming you have filled it out in the settings).
Utilizing ultra-smart supercomputers, the doPLANNER calculates the distance between your home and wherever your event was. The calculation is done utilizing maps, calculating a true driving distance based on your most likely route. After the event is over, the doPLANNER will offer to record that pre-calculated distance, there and back. If you don’t want to, just hit Do Not Add and it will disappear to never bug you again.
If you click Add Mileage, the doPLANNER App adds that record to your mileage section. You don’t have to go and check on it, it is there safely to tally at tax time. Oh yeah, are you one who doesn’t track your mileage? Did you know that if you are in the US, Australia, or Canada, and you hold just 4 events a month that you can write off about $1000 in expenses come tax time? Seriously!
Creating A Drip Campaign
Creating a drip campaign is a great step to improving the level of service you provide for your customers. It allows you to continue focusing on some of the other things you need to focus on for your business, while still providing your customers with a high level of care.
Head over to the MY DRIPS page.Once there, make sure that your phone number has been verified. You need to verify your number because all of the messages sent out to your customers are going to come with your phone number ID on them. Just don’t forget that you did this when one of your customers replies to a message that, to them, looks like it came from your phone.
Click on the Drip Settings to expand all of the Drip Settings.Click the Receive Verification Call button. You will see a six (6) digit code come up on the screen and your phone will start to ring. Answer the call and enter the code to confirm your number.At this time you may link your Gmail account for sending out drips from your Gmail address, or add your SMTP settings if you use a different email provider.
Once you are all verified, click the Plus (+) button at the bottom of the screen to add a new campaign.Select the campaign template you want to use, this list will be updated as we come up with even more awesomeness.After you have created your first campaign, you can head over to your contacts page to add the drip campaign to your contacts.
Also, get ready for your customers to be wowed and blown away.
Custom Contact Checkboxes
Although you love the checkboxes on a customer’s screen, have you ever wanted more, and custom ones?
The doPLANNER App allows you to add up to five (5) additional, custom checkboxes for your contacts.Head over to your settings screen and open up the Custom Fields section.
From there go ahead and add your custom field, in the example below we are using FB Education Group since we add all of our new customers to our Facebook education group.After you save your settings, and please don’t forget to save, head over to your contacts, and bring up one of your contacts by clicking on their name.
Scroll on down to the checkboxes and there it is.
Delete An Appointment, Contact, Mileage, Etc.
We all have to do it from time to time, delete a class, or contact, or anything else for that matter.
Deleting in The doPLANNER App is pretty straight forward. Go ahead and bring up the item you want to delete, in the example below we are deleting an event.Go to MY PLANNER, and then click on the offending event.The event screen comes up. Go ahead and click on the Delete button.You will be asked to confirm the deletion.
Observe as the item goes off into the great Internet Abyss.
Directions To Your Class
Ever book a class and not know how to get there? C’mon, we all have. With The doPLANNER App, this is no longer a problem.
From your phone, pull up the event that you have booked. Notice the little map marker icon, beside the location for your event ( be it a class, 1 on 1, etc. )Go ahead and click on that map marker icon, pulling up a map right in the doPLANNER App’s screen.
Once in there, click the View Larger Map, to bring up the Google Maps on your phone.
Now you will never get lost on your way to your class again.
Get The App On Mobile Home Screen
Getting the App on your home screen is pretty straight forward, but differs from device to device. Below you will find instruction for Safari on an iPhone and Chrome on an Android.
Using Safari on an iPhone
Click the little menu button at the bottom of the screen once you have the app up.This will bring up the option to Add to Home Screen. Click that option. And voila!
Using Chrome on an Android
Once you have the app up on your phone, click the vertical ellipsis button at the top right of the screen. Scroll down the menu bar to Add to Home Screen.Confirm the name for your new Home Screen button.
And there you have it right there on your home screen.
Import Contacts From doTERRA Back Office
By no means is The doPLANNER App affiliated with doTERRA; this page describes how one could import contacts from their doTERRA Back Office, in the same way, that another help page describes connecting to your Google Calendar even though the doPLANNER App is in no way affiliated with Google.
Go to your back office. In the back office click the option Mailing Labels under the Wellness Advocate Services menu.Once you are in that next screen, select Advanced Filters and filter for how you would like to pull your contacts. A good suggestion would be to limit your list to just those that you have personally enrolled. For that, you would select Enroller ID in the drop downs and fill in your ID.
After you have made your filter selections, click Update Report.
Once you have your report all ready, click Create Mailing Labels. You will be prompted to save a CSV file, or it might go automatically to your downloads folder.
Now go back to your doPLANNER App and head over to the Contacts section. Once there, select the Import Customer List button.In the box that pops up, click Choose File and find the file from your Back office, it is most likely named something like DetailedGenealogy….CSV.
After that, go ahead and hit the Upload button.The doPLANNER App will quickly scan the first few records in the file to make sure the columns are in the right order. If the samples look correct, go ahead, and hit Import.
And, there they are. You have imported your customer list!
Using The Awesome Quick Add
Have you tried the Quick Add feature? If not, prepare to have your mind blown.
Head to your MY PLANNER section and go ahead and click on a day to see the Quick Add pop up.If I have a 1 on 1 with my friend Sally at 4 pm at Tim Horton’s (for those who don’t know, Tim Horton’s is the greatest Canadian coffee shop) I can simply tell The doPLANNER App exactly that, just as though I were talking to a human.
By using super-advanced computer intelligence, much like the robots that take over the world in all of those movies, The doPLANNER App is able to usually figure out what you mean and put the right info in the right fields.Notice how the time and location have been filled out. If you use a contact that is already on your list, they should show up too.
Please note, the intelligence is awesome, but not perfect. If it were perfect, robots would have already taken over the world.
View, Edit, Delay, & Skip Upcoming Drips
After you have created your drip campaigns and assigned drips to contacts, sometimes we need to change what is going to happen, other times we just want to know what is going t from our drip system. The screenshots here are from the mobile version, but the desktop version works the same and also lets you preview the first bit of the drip content.
Head over to the MY DRIP section of the app.Once there, expand the Upcoming Drips section, revealing the pure awesomeness you are about to share with your customers. You will see, in order, all of the drips that will soon be sent out to your customers.If you need to make changes, slide the drip to the right or click the < button.
One example of a change may be that a drip is going to go to a friend on a day that you know isn’t good for them, why not delay that drip by a day or two.
You can edit individual drips before they go out to customers here too.You can also skip a drip altogether.
Enjoy your drip campaigns!
What Is A Drip Campaign?
A drip campaign is a fancy way of saying, send out messages automatically.
The doPLANNER App offers a drip campaign system that sends out text and email messages to your customers on a predefined schedule, automatically, for you.You take about 5 minutes to set it up, and then the doPLANNER App does all of the work for you.You can select from one of the predefined templates to send to your customers. We are constantly adding new campaigns, and you will soon be able to customize and create your own campaign template.
Head over to Creating A Drip Campaign to learn how to get started.
Choosing a selection results in a full page refresh.
Press the space key then arrow keys to make a selection.