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Quick User GuideVersion 1.6.29

Copyright 2018 Office Power Plus

D A S H B O A R D O V E R V I E W

The user account menu allows you to switch accounts or update settings

associated with the app.

USER ACCOUNT MENU

DASHBOARD BUTTONS

The main function areas of the app can be accessed from the dashboard.

“NOTICE” AREA

MENU TABS

The menu tab allows for quick access back to “Messaging”, “Leads”, “Dashboard”, “Checklist” and “Bookmarks”.

Any company related marketing information or events will be available from the dashboard “Notice” area.

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SIDEBAR MENU

Open the sidebar menu by pressing the “burger” menu on the app header.

This option is available on most views on

the left of the app header.

FOLLOW UPS

Need to follow up with a lead. You’ll be notified directly on the dashboard overview.

S I D E B A R M E N U

SIDEBAR MENU OPTIONS

Many key app features can be found on the Sidebar Menu.

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SWIPE FROM LEFT

You can open the Sidebar Menu quickly from any app view by swiping from the left side of the screen.

Q U I C K A D D M E N U

ACTIONS MENU FOOTER BUTTON

The actions menu allows you to quickly take a desired action in your account.

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“HOLD DOWN ACTIONS”

Holding down the actions icon on the Menu Tab Action button will take you back to home from any screen.

U S E R A C C O U N T M E N U

REGISTERED ACCOUNTS

Switch between accounts or register a new account for use with the app.

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CAMPAIGN SETTINGS

Select between automated campaigns or manually processed messages.

ACCOUNT USER PROFILE

View your account settings.

TOUCH ID SETTINGS

Activate an extra layer of security for certain app features.

SITE SETTINGS

Edit your replicated site information right from the mobile app.

L E A D S M A N A G E M E N T

QUICK LEADS STATS

Get a quick glimpse into the progress of your leads and campaigns. See your SMS

credits and when you need to refresh them.

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VIEW LEAD ACTIVITY

Get amazing visibility into your lead interactions by visiting the Lead Activity view.

VIEW CAMPAIGNS

See the details of each campaign, when communications happen and what

actions will be taken.

ADD NEW LEADS

Add a lead yourself or hand your device to the prospect to enter themselves.

IMPORT LEADS

Start with the contacts you already have! Import your contacts, sort them by groups and assign them to campaigns.

GET NOTIFIED

Get push notifications when a lead takes an action or watches a video. Know with certainty when they are engaged and thinking about your products or opportunity.

Automated Lead Drip Marketing MessagesDrip marketing is a communication strategy that sends, or "drips," a pre-written

set of messages to customers or prospects over time.

When you assign a campaign to a lead, that lead will begin to receive your SMS marketing messages over a pre-set timeframe.

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M A N U A L M E S S A G E P R O C E S S I N G

MANUAL PROCESING

If you have manual processing enabled, then you will need to process all

campaign messages manually.

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DISMISS THIS MESSAGE

If the message is no longer relevant , you can choose to skip it and proceed to the

next message in the campaign.

MESSAGE ORDER & AVAILABILITY

Messages are shown as they would have been processed by the Campaign.

MANUAL MESSAGE PROCESSING

The option to process messages manually will allow you to process SMS text messages directly on your phone.

ATTENTION TO DATES/TIMES

Pay close attention to the date and time the automated system would have processed the message. This will keep your communications in sync with the campaign goals.

MESSAGE PREVIEW

See a preview of the message that will be delivered once the message is processed.

I N - A P P M E S S A G I N G

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INBOX, STARRED & DONE

Get a push notification for each new message you receive.

Save important messages by adding a “star”.

Those messages will now also be available in the “Starred” folder.

Need to archive a message? Move it to the

“Done” folder and clear up your inbox.

SEND NEW MESSAGE

Send individual messages to any frontline member in your team.

Need to finish your thought, not a

problem, save your message as a draft.

MESSAGE YOUR SPONSOR

Send a new message directly to your sponsor. Any message you receive back will go directly in the “From My Sponsor” folder.

MESSAGE ENTIRE FRONTLINE

Need to get out the news regarding a new product or some additions to the opportunity. Send a quick message to all frontline members!Each member will receive their own copy of the message and be able to reply back individually.

TIED TO OFFICE MESSAGING

Any message sent from the back office or the app will be available on the other platform.

E A R N I N G S & P R E V I E W S

AMOUNT CHANGE NOTIFICATIONS

If your total goes up or down and you have not seen that change within a pre-set time period then a push notification will go out

alerting you of the amount change.

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NON FINALIZED TOTALS

All non-finalized totals are summed and shown for both monthly and weekly bonus periods*.

* pay periods depend on client settings & bonus plans

MONTHLY & WEEKLY PREVIEWS

Both the Monthly & Weekly* preview periods are available in the app and can be toggled at the bottom of the earnings view. * pay periods depend on client settings & bonus plans

PRIOR PERIOD BONUS AMOUNTS

Quickly view prior bonus period amounts while on the go with the mobile app.

C A M P A I G N S E T T I N G S

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AUTOMATIC MESSAGE PROCESSING

Automatic message processing uses your account message credits to send out any SMS

related messages to leads via campaigns.

MANUAL MESSAGE PROCESSING

The option to process messages manually will allow you to process SMS text messages directly on your phone.

V I D E O P R E S E N T A T I O N S

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SHARE VIDEO PRESENTATIONS

Share videos to help promote new products, train new members or alert

your users to changes in the opportunity.

Once sent you will be able to see any shared “events” that occur when the

shared user visits your shared link.

SEND VIA EMAIL

Share a presentation via email using your mail application on your device.

SEND VIA TEXT MESSAGE

Share a presentation via SMS text message using your messaging application on your device.

SEND VIA ONLINE MESSAGE

Share a presentation via an In-App message using the In-App Messaging system.Share with any downline team member or your Sponsor.

P R E S E N T A T I O N S - S H A R E D R E P O R T

SHARED REPORT

The Shared Report will allow you to gain insight into each share with page/video

events and activity.

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IN THE KNOW

Knowing if a user is active can help you follow-up in a timely manner and help

assist the user on any topics.

VIDEO EVENTS & LINK CLICKS

All video events and page button or link clicks are tracked so that you can know if

the user is engaged in the shared content and/or responding.

SHARE PRODUCTS*

With company provided videos you can share information regarding new products or product knowledge.

SHARE OPPORTUNITY*

With company provided videos you can share information regarding changes or additions to the opportunity.

SHARE TRAINING*

With company provided videos you can share information regarding training and how-to videos to help your users get started.

* Content is determined by each individual company and will vary by company

Video Funnels

Once shared the user will arrive at a Video Funnel page where they can watch a video, or choose to click on a link or button. This page can help you inform the

user about products or opportunity and provides a clear call to action.

Any action taken by the user is logged and can result in a push notification informing you of their choice. This gives insight into what they are doing and

when they are doing it, as well as what campaigns are resonating with your users.

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Notifications & Video ProgressWhen a your user visits the funnel page or watches the

video you will receive a push notification in near real-time, alerting you of the event.

This will allow you to follow-up in a timely manner to help

answer any questions and go over any details where attention may be needed.

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FA S T S T A R T C H E C K L I S T

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FAST START CHECKLIST

Get a roadmap to working your business and the steps needed to make it a

successful journey.

M E M B E R A C C L I M A T I O N

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WHAT IS MEMBER ACCLIMATION?

Step through your team and get to know them by getting statistics and other

pertinent information about them.

Contact frontline members that may need attention or a 2nd level member’s

sponsor to offer suggestions.

STEP THROUGH LEVEL

Use the Previous and Next buttons or swipe left or right to navigate through your team.

CONTACT FRONTLINE

Contact a member directly from Member Acclimation.

CALL 2ND LEVEL SPONSORS

See a reminder of who you are speaking to this member about.

M E M B E R A C C L I M A T I O N

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ORDER & AUTOSHIP TOTALS

See the accumulated order and auto-ship totals to better understand your

members productivity.

LEAD PROGRESS TOTALS

Lifetime totals for this members App usage.

MEMBER TOTALS

Count and breakdown for this Members downline organization.

M E M B E R D O W N L I N E S

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DOWNLINES (1 FRONTLINE AT A TIME)

Click through your downline team by viewing “1 Frontline At A Time”. Jump

back to a previous level with a quick click on a “Return” button at the top.

BOOKMARK MEMBERS

“Long Press” or press the left menu option on a member and select “Bookmark This Member” to

store an entry for the member in your Bookmarks area.

This allows for quick access to the member

details if needed.

VIEW MEMBER DETAILS

“Long Press” on a member or press the left menu option and select “View Member Details” to go to the detail screen for any member.

QUICK SUGGEST HELP

Members without downline members may just need some help or assistance. Using the quick suggest help feature you can reach out to get the member moving the the right direction.

ORDER TOTALS & AUTO-SHIP

View the order history directly from the downline view to help determine members you

might want to focus on.

See if the member is currently on auto-ship and the auto-ship total amount.

B O O K M A R K S

BOOKMARKED LEAD

Keep track of important Leads by bookmarking them. This makes them

easier to find later.

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BOOKMARKED MEMBER

Flag a particular member for quick reference later.

BOOKMARKED ORDER

Flag a particular order for later reference. “Long Press” to remove the bookmark.

BOOKMARKS IN BACK OFFICE

The app will share its bookmarks with functions in the back office for a seamless experience.

N O T I F I C A T I O N S

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PUSH NOTIFICATIONS

Receive a notification of particular events as they happen in real-time.

SIGNUP & ORDER NOTIFICATIONS

See when orders are placed and new signups occur.

LEAD EVENT NOTIFICATIONS

Get notified when a Lead takes a given action, like viewing a document or watching a video.

MESSAGE & SYSTEM NOTIFICATIONS

Receive messages and updates from the system as soon as they occur. No more wondering when a member will read your message. Know for certain that the message notification happened immediately.

O R D E R S & O R D E R D E T A I L S

ORDER LISTING

Get a list of your most recent orders and see quick information about that order.

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LONG PRESS & CLICK

Clicking an order brings up it’s details, while a “Long Press” will allow you to bookmark the

order or bring up a it’s details.

BOOKMARKS IN BACK OFFICE

Bookmark orders for quick reference later.

ORDER DETAILS

See totals, tax and all the order details from this view.

Q U I Z Z E S & Q U E S T I O N N A I R E S

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ASK SOME QUESTIONS

Your company will want to test your knowledge or ask some questions in order to improve their products and

services. You can interact with those here.

INTERGRATED WITH THE CHECKLIST

The Fast Start Checklist has several pop quizzes that are designed to test your

knowledge over many aspects of your new business.

GET ANSWERS

See how you did on the quiz or what percentage of your peers agree with your opinions as soon as your are finished!

C O N T A C T G R O U P S

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SPARK YOUR MEMORY

It’s hard to know where to find potential customers or members, right?

Actually, no.

You more than likely know lots of people.

This section is designed to help you remember who they are.

INTERGRATED WITH THE CHECKLIST

The Fast Start Checklist prompts you to add members to certain groups. But it doesn’t stop there. The Weekly and Monthly tasks

lists will also challenge you to add names in order to help you find more prospects.

CONVERT CONTACT TO LEAD

Just having a person on the list does not automatically add them as a lead. You still need to decide which contact you’d like to add and which campaign to assign to your new lead.

R E C U R R I N G O R D E R S

RECURRING ORDERS

See all of your recurring monthly orders. Know when it will generate next and ship.

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S H I P P I N G O P T I O N S

SETUP SHIPPING LOCATIONS

Have multiple locations you want to ship product? No worries, you can set them up here

and choose between them when ordering.

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EDIT LOCATIONS

Edit any shipping location you have previously entered.

N O T E S , T A S K S & R E M I N D E R S

ADD A NEW NOTE

Add a note about Members, Leads, Orders or anything else you need to remember and the

app will keep it organized and accessible.

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MARK A TASK COMPLETE

Once you have completed a task, mark it complete to remove it from your active list.

SET A QUICK REMINDER

Need to be reminded to perform an action in the note ? Just set a reminder time and

the App will remember for you.

W A L L E T & G I F T C A R D S

WALLET FUNDS & TRANSFERS

Quickly transfer funds between wallets and see current balances. A detailed accounting of

wallet transactions is listed below.

GIFT & SPECIAL USE CARDS

Have direct access to Gift or Special Use Cards while on the go.

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L E A D F O L L O W U P S

FOLLOW UP LISTING

A listing of Leads that have taken action on a campaign or for whom you have

manually set a reminder date.

LEAD FOLLOW UP DETAIL

See information about the Lead Follow Up, rate the contact, and mark it complete to finish the task.

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FOLLOW UP NOTIFICATIONS

Get a text notification to remind you when to followup on a Lead. Reminders can be set manually or by automated actions.

P A Y O U T O P T I O N S

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PAYOUT OPTIONS

Need to change how your commissions are paid? No problem, choose between

all the available options.

DIRECT DEPOSIT

Setup your Direct Deposit information here.

PROPAY ACCOUNT

Configure your ProPay Protect Pay information here to enable commissions payments to your debit card.

ON FILE PAYMENT

See a list of credit cards associate with your account. Add or remove them as needed.

S I T E P R O F I L E

SITE PROFILE UPDATE

Edit your replicated site information right from the app.

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CHANGE SITE INFORMATION

Change the information displayed on the site and select which elements will be

seen by visitors.

UPDATE SITE PHOTO

Choose a photo from your phone’s library or take a picture for live upload.

T O U C H I D S E T T I N G S

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TOUCH ID & FACE ID

If your device supports a biometric input then you can turn on Touch ID for a more

secure layer on certain app features.

TURNING OFF TOUCH ID

Turning off Touch ID will require the Touch ID passcode or the pin passcode prior to

the biometric security being set to inactive.

EXTRA LAYER OF SECURITY

Certain app features are protected by optional biometric layer of security if you prefer it be active.

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U P C O M I N G F E A T U R E S

MEMBER CHECKLIST PROGRESS

See how you are progressing on your Checklist items and what things are left to do.

SAMPLE PACK ORDERING

Promote your products by quickly placing a sample pack order.

AWARDS, GOALS & GAMIFICATION

The system sets goals for you to achieve and rewards you once you achieve them

and uses gaming principles to keep it fun and engaging..

QUICK MEMBER SIGNUPS

Never miss an opportunity to signup a member. Our quick form gets them in the system and you onto the next member.

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