Managing Campaigns

by zack | September 06th, 2018 | Posted under

Scheduling one campaign per month ensures you consistently display a targeted message in your community (with a specific goal in mind). It is preferred you go into the Growth Engine and schedule your campaigns, however we will schedule a Campaign for you if you are too busy. Below are the steps to schedule a Campaign:…

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Adding an Event

by james | January 18th, 2018 | Posted under

The Event Promoter is your personal PR agent! With just a few clicks, your event can be promoted to 1,000's of people in your community. Below are the steps to schedule an Event: Go to https://funeralinnovations.com/users/login  Login with your user name and password Once logged in, click Events down the menu on the left. Click Create an Event or Create...

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Exporting Leads

by greg | December 17th, 2017 | Posted under

The Growth Engine’s Customer Relationship Management (CRM) component handles the core features necessary to track leads. It works perfectly for smaller businesses that don’t many of the features found in more robust CRMs. If your company is already using a CRM, leads generated can easily be exported from the Growth Engine.  They are exported into…

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Editing a Lead

by greg | December 17th, 2017 | Posted under

The information gathered with each lead varies by Campaign. You may have a relationship with some leads, or your staff may gather more information while on the phone with a lead. Either way, there are times when you need to add more information associated with a lead in our CRM. Below are the steps to…

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Campaign Onboarding

by greg | December 11th, 2017 | Posted under

Important: If you have’t already gone in and started the Facebook component of your Growth Engine, please click here. It’s time to schedule your first campaign! You are about to interact with your community like never before. Each month, the Growth Engine will deliver a specific topic to your community that is important to you. The…

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Campaign Overview

by greg | December 11th, 2017 | Posted under

The Growth Engine works tirelessly on your behalf to increase brand awareness, engage your community, drive leads, and more. We’ll harness the power of software and combine it with proven, industry-relevant, content that is known to yield results. You’ll continue to have full control, but rest assured your firm is in good hands when you…

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Adding Staff to Receive Lead Notification Emails

by greg | December 07th, 2017 | Posted under

It’s critically important to ensure the proper members of your staff receive lead notification emails. You can specify which members of your staff  receive the emails when Campaigns are started, along with each lead notification. This will ensure no leads are missed or not properly acted on. Below are the steps to add (or edit)…

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The Growth Engine Dashboard

by greg | December 05th, 2017 | Posted under

The Growth Engine Dashboard provides a snapshot into the results the Growth Engine has achieved for your business. You are able to quickly view the results for each stage of your sales funnel, the results of recent Campaigns and the contact information of new leads. Everything is easily accessible for you and your team to ensure…

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Viewing Leads

by greg | December 05th, 2017 | Posted under

Each lead generated by a Campaign is sent to the emails specified under your profile.  If you’d like to review who is notified, click here. Along with email notification, all leads are easily accessible through the Growth Engine. At any point, your staff can come into the Growth Engine and view, edit or track the…

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Viewing Campaign History

by greg | December 05th, 2017 | Posted under

Running one Campaign per month will result in many Campaigns being run within your community over time. Given the targeted nature of each Campaign, it is perfectly fine to run the same Campaign multiple times per year. However, it is advised to review the history of previous Campaigns to analyze the results and ensure the…

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