There are two ways of adding a Marketing Activity:
- Via the Marketing page of your book
- Via the Contactsdatabase
How to add a Marketing Activity via your Marketing page
Navigate to Marketing Activities on your book’s page.
Click +add an activity.
Record: Type; Status; Notes & Comments; Link to the relevant Contact.
Click Save.
If you can’t find the contact you need, you will have to add them to the database manually, and then re-add the Marketing Activity (instructions below).
If there are a lot of Marketing Activities recorded for your book, you can filter the list by Activity Type and Status.
If you can’t find the contact you need, you will have to add them to the database manually, and then re-add the Marketing Activity (instructions below).
If the person you are adding works for an organization such as a newspaper, website, or company (and the organization is not already on the database) you will have to enter a record twice. First click Add an Organization and add the organization details. Once you are done, click on New Contact again, choose Add a person and as you fill out their details make sure you link them to the Organization.
If the person you are adding is not affiliated with any organization, or the organization is already on the database, then click Add a person.
Adding an Organization
Fill out the Organization Name box.
Fill out the Location box.
Fill out the Online box. It's most important to fill the Primary Email and Website fields. These are most useful to everyone. Add Twitter and Facebook details etc. if you feel they are important.
Fill out the Phone box.
Fill out the Description box. This is an important place to add vital miscellaneous info, e.g. if it is a reviewer, you can add some important info about their tastes, or the best way to contact them, or their review policy etc.
Fill out the Contact Type box. Tick the most relevant box(es) for your contact. Some contacts will fit more than one contact type. For example, someone may be a freelance journalist and a radio presenter. Don’t tick loads – choose the most important, most descriptive boxes.
Fill out the Contact Categories box. Here you can drill down and select which category of book the contact is relevant to. If you click the + next to a category, you will be presented with all the available sub-categories. Be as specific as possible. Sometimes it is impossible to be completely accurate here. Do the best you can.
Set the Contact Status.
Click Save Contact.
Adding a Contact
Fill out the Name box.
Fill out the Organization box. If the person works for an Organization, type it in Organization Name. If the Organization is on the system, it will appear as an option to select. Click on it to link the Person contact with the Organization contact. If the Organization is not on the system, then you will need to add the Organization yourself as a separate Contact, and then come back and link the person to it later. If the person is not connected to an Organization, then leave this box blank.
Fill out the Location box. Tick Contact address is the same as the organization's address if the person is linked to an organization and the organization address is the best place to send physical correspondence to the contact. If not, untick it, and add the relevant address
Fill out the Online box. It's most important to fill the Primary Email and Website fields. These are most useful to everyone. Add Twitter and Facebook details etc. if you feel they are important.
Fill out the Phone box.
Fill out the Description box. This is an important place to add vital miscellaneous info, e.g. if it is a reviewer, you can add some important info about their tastes, or the best way to contact them, or their review policy etc.
Fill out the Contact Type box. Tick the most relevant box(es) for your contact. Some contacts will fit more than one contact type. For example, someone may be a freelance journalist and a radio presenter. Don’t tick loads – choose the most important, most descriptive boxes.
Fill out the Contact Categories box. Here you can drill down and select which category of book the contact is relevant to. If you click the + next to a category, you will be presented with all the available sub-categories. Be as specific as possible. Sometimes it is impossible to be completely accurate here. Do the best you can.
You can delete contacts that you have entered, but not those entered by other people. If you do come across a contact that is no longer in existence, but you cannot delete, please put a note in in the Description box to say so. An admin user can then delete them as they come across them.
Ask yourself, would I like the Sales Reps to know that this is happening? Would this contact be useful to my publicist and other authors in the future?
