Keep-InTouch.com

The Keep-InTouch® dashboard is the place where you can see what’s going on with your system all in a single place.   This screen summarizes the activities of the most popular modules in KIT and gives you quick access to them. This section is your welcome screen every time you log in to your account but you can always reach it by clicking the Home tab on the main menu. Let’s walk through the different sections and functionalities in the dashboard.

Keep-InTouch Dashboard

Update My Profile / Update my Payment method:  Access your account settings so you can edit your personal information.

Release Notes: See the latest release information to best understand new features or bug fixes. .

Refer a Friend user_icon: Like using Keep-InTouch?  We love referrals.  Click on the link and enter one or several email addresses to send a link to the Keep-InTouch website and Free Trial.

Quick Add Links: Create content from your home page with a simple click of the Add button:

Create a Document – Create an email and save it to your KIT Library for future use.
Send Direct Mail - Create an email that will be delivered immediately when you hit the send button!
Add Contact – Adding new contacts to your database.
Create an Email campaign- Looking to set up a series of email that will go out on specific dates? Preset your Email Marketing with -Plans.

Create an Action Plan -  When it’s time to set up your own reminders to follow up, call, or email your contacts, Action Plans are a unique CRM feature to keep you in “Account Management” mode.

Add Image to your Library:  Upload an Image to your Keep-InTouch (KIT) Library to use in your Email and Direct Mail Marketing.

Today in your Contacts: A quick view of what’s happening with your Contacts today including birthdays and anniversaries.

Let’s Get Started: A link to our Marketing and Support so you can learn more about Keep-InTouch® and master Marketing tool.

Mini Module – Your quick list of the latest or most popular items in your Keep-InTouch System.
Keep-InTouch® Library. View your most recent Email Documents, Images, and Files, All- Select which information to display.

Most Recent Emails. Review your most recent Email Marketing campaigns and Action plans

Make an impact with Print. A reminder of when Keep-InTouch Direct Mail printed cards, newsletters, and postcards will be sent for the month so you can get in on the action!

Contact Groups.  A list of your most popular contacts groups.