Upcoming Webinars
Stephanie (and Yoko) say happy organizing!
- The Small Business Webinar
- Thursday, Feb. 4: 2pm–3pm EST
- Register Now!
BatchBook New Customer On-Boarding
Welcome to BatchBook. We take great pride in our customer service and it all starts with Stephanie, our New Customer Onboarding Specialist. Not only does Stephanie conduct our popular “Using BatchBook for Fun & Profit” webinars, but all paid BatchBook accounts receive two hours of one-on-one consultation with Stephanie.
So, welcome aboard! Feel free to sign up for a webinar or view the archived webinars below. In the meantime, we’ve compiled some information to help get you up and running quickly.
- Part 1: Adding Contacts & Communications
- Importing, adding new contacts, setting up Outlook
- Part 2: Customizing Your Contact Data
- Tagging, SuperTagging, adding custom fields, affiliating contacts
- Part 3: Viewing Contact Data
- Lists, reports, mailing labels, mailing lists
And a few other resources from BatchBlue:
- Product updates on the BatchBlue Blog
- Short video demonstrations of BatchBook’s functionality
- Information on data security
- Upgrade options
Need help? Visit the support site, including FAQs on the above and many, many more topics.
What people are saying about Stephanie, our Onboarding specialist:
“You and your team are about the most comprehensive, customer service-driven bunch I’ve ever worked with. Stephanie has been incredibly helpful bringing me up to speed and helping me get the most out of the system. Seriously, she’s amazing. Kudos to you guys for really taking care of your customers.”
Robb Henshaw, Senior Manager, Corporate Communications, Proxim Wireless
“Stephanie, I gotta say… I’m still learning the ins and outs, but I LOVE BatchBook so far. And you are the best customer service rep ever. :)”
Ed Sarkissian, Huson International Media
“We had our onboarding session with Stephanie today—what a great experience! … Thanks for a very pleasant onboarding experience and great software!”
Tim Morgan, Cygnus Communications Ltd
“The customer service of your company is absolutely outstanding. It is such a joy to deal with.”
Grant Currie, Backpacker Uni
Webinar: Using BatchBook for fun & profit
The Flash Video runs 32:31 and is 204MB. (Download iPod compatible version, 87.8MB)