BatchBook Blog
Archive for the “Using BatchBook” Category
Communicating and interacting with people on an ongoing basis is integral to building good relationships. Since BatchBook is all about relationships, we try to make it as easy as possible for you to keep tabs on the people you need to be in touch with.
One of my favorite functions in BatchBook is our Saved Searches, which I‘ve written about before. These handy gems make it easy for you to access your more commonly used queries. Combined with our built in ability to find the folks who you haven’t communicated with in a particular time period and you’ve got a great way to quickly find out who you may be neglecting.
Where this gets really cool is when you use natural language input in the date field and searching for items relative to today’s date rather than continually adjusting to keep the results current. Searches based on items like communicated with, not communicated with, created and last updated all accept things like ’7 days ago’ or ’30 days ago’ so you can be sure that you’ll always get updated information.
When creating these searches, it’s important to remember that the operator is being replaced with an actual date when the search is run so while it may seem like you need to change the wording of the search, BatchBook will take care of all the details behind the scenes for you.
For example,when using relative date searches like ’30 days ago’, a search for ‘Record communicated with less than 30 days ago’ is really asking
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Tags: dates, saved searches, search
Here at BatchBlue, we love to party. Invite us to an event and we’re there. Ask us to throw an event? No problem, we’re on it. (We rocked SXSW last year with an amazing party for The Small Business Web.)
What we don’t always love? Event management. Sending out invites, tracking RSVP’s, updating attendees on last minute changes, getting the word out, etc. You’re trying to use email, spreadsheets, Twitter, PayPal and Facebook to organize and track your event and the next thing you know it’s a jumbled mess. You need some software to make all this stuff seamless.
That’s why we’re super excited to announce our most recent integration partner: Eventbrite! Eventbrite helps you “manage all the hard stuff—such as registrations and selling tickets—and they set you up with the tools to help your event spread virally through social networks.” I’ve used them for years and they’re awesome. Eventbrite takes all of the headaches out of planning, managing and promoting your event.
The integration process is simple. You set up an Eventbrite account ($20 in credits if you don’t already have one – Thanks Eventbrite!), build a list in BatchBook, push the Send to Eventbrite button and let Eventbrite work their event management magic. Then you get to spend your time kicking back at your event instead of worrying about managing the guest list. Check out the screencast below to see just how easy it is to use BatchBook and Eventbrite together:
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Tags: batchbook, eventbrite, integration, partnerships
With their growing importance and popularity, videos are becoming a big part of online communication. You can track your contact’s videos on YouTube, but did you know you can pull those videos right in to your contact pages in BatchBook?
Start With a Super Tag
The first thing you need to do is to create a super tag field to hold the YouTube feed. The built in Social Media super tag is perfect for this. Simply edit it and add a new Feed Reader field called YouTube. Be sure that type of feed is Blog/RSS Feed.
Do Your Search
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Tags: batchbook, how-to, marketing, youtube
Customer: Tom Frazier
Company: Smirkabout (www.smirkabout.com)
Tell Us A Little Bit About What Your Company Does And What Services You Provide:
SmirkAbout makes ultra thin & ultra tough skins for mobile devices. Our skins are made to fit more than 500 of the most popular devices, from phones to laptops, netbooks to iPads, gaming controllers and more. We’ve teamed up with artists from around the world to put the best photo-quality designs on the most popular devices to really make your electronics personal again.
How Did You Get Started:
Andrew, the other co-founder, and I have very different and complimentary backgrounds. Andrew came from investment banking and my background is in Fortune 50 telecommunications. Both of us were looking to build a company built around personalization. We found that skins weren’t readily available outside of America and after countless hours of research we saw that it was a real market opportunity. We spent about a year building a backend technology platform that allows us to sell in 10 different regions of the world in multiple currencies with a full on-demand distributed manufacturing capability.
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Editor’s note: In addition to being a member of our amazing Customer Experience team and keeper of the flame on our Forums, Scott is a writer over at one of our favorite sites for the virtual workforce, Web Worker Daily (it’s how we found each other!) and other places. We’re happy to have him share with our readers how he’s using BatchBook as a freelance blogger. I’ve used it for similar purposes and found it really works quite well for managing content-related data.
I’ve always loved how versatile BatchBook is. Over the three or so years I’ve been a BatchBook user, I’ve found it can be used for tracking a multitude of different types of business or even personal information – all within the same account.
One of the primary things I use BatchBook for is to manage my freelance blogging projects. As a tech writer, I receive dozens of pitches and briefing requests each day to write about technology products and services. I use BatchBook to keep track of who is contacting me and what products they are representing, and over the course of a few years I’ve developed quite the database of company contacts, public relations folks and their associated products all within my BatchBook account.
Here is the process for tracking all of the various the folks involved from pitch to publish:
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Tags: bloggers, blogging, blogging tools, tools for bloggers
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