Hello and welcome to EZtransitions EZMS Training! If you’re new to EZMS or even if you’ve been around for a while, this guide is going to simplify things for you. Ready to dive in? Let’s go!
1. Accessing EZMS
Before anything else, you should have your login credentials ready. If you’re missing this vital piece of information, fret not! Reach out to your team member or contact us directly to set up an account.
Once logged in, head straight to your Launchpad.
2. Install the Mobile App: Lead Connector
This app is an absolute game-changer, streamlining all your lead connections. Whether you’re team Android or team iPhone, there’s a version for you. If you haven’t yet installed it, you’ll get an option to receive a link through a text message.
Features:
View and manage all your leads in one place.
Facilitate rapid communication through social media, texts, and emails.
Monitor your sales pipeline effortlessly.
3. Connect Your Platforms
Google My Business: By connecting this, only once per organization, you’re ensuring efficient communication with those who find you on Google. This nifty integration even lets you dispatch reviews!
Facebook: A great tool for businesses. Not only can you communicate directly with your audience, but also keep tabs on your Facebook ad campaigns.
Web Chat Widget: Perfect for gathering leads right from your website. It prompts users for their contact information and then allows continuous conversation through text.
Stripe: The modern solution to handling payments. From calendar bookings to landing page offers, all payments can be directly routed to Stripe.
Business Listings: Boost your online visibility. Connecting here helps with your SEO and makes your business more discoverable.
WordPress: Although optional, if you find your WordPress website lagging a bit, this connection can speed things up for you.
4. Add Team Members
If you’re ready to bring more members aboard EZMS, it’s a breeze. Simply click on the add button, input their work email, and voila! And if you ever need assistance, we’re just a call or message away.
Conclusion: Thanks for joining us in this brief introduction! There’s so much more that EZMS offers, and our upcoming videos will shed light on those functionalities. Until then, explore and enjoy the platform. Your journey to streamlined business management has officially begun! 🚀
Begin by specifying your event’s date and time. If the event doesn’t have a set starting and ending time, opt for the ‘All-day Event’ feature. In the advanced settings, options to conceal the event time or its conclusion time are available; these can be accessed by selecting ‘Hide Event Time’ or ‘Hide Event End Time’, respectively.
Event Repeating
For recurrent events, the MEC platform simplifies repetition with its ‘Event Repeating’ feature. To utilize, enable the ‘Event Repeating (Recurring events)’ option found in the respective tab. Here, various repetition preferences become available:
Repeat Options:
Daily: Set your event to recur daily.
Every Weekday: Event recurs solely on weekdays.
Every Weekend: Schedule weekend-only repetitions.
Specific Weekdays: Determine which weekdays the event recurs on.
One-day events: daily, weekly, weekends, monthly, or yearly.
2-7-day events: weekly, monthly, or yearly.
Up to 30-day events: monthly or yearly.
Extended events: annually.
For multiple occurrences on a single day: use custom day repetition.
Advanced Recurrence: Choose specific days, e.g., every second Monday or the last weekend of the month.
Setting Repeat Intervals
This determines the gap between repetitions. As an example, with a weekly repeat set and a ‘Repeat Interval’ of 2, events will happen bi-weekly.
End Repeat
Decide how repetitions end. Options include:
Never: Continuous repetition.
On: Set a specific end date.
After: Determine repetition count. E.g., selecting 10 will stop after 10 occurrences.
Additionally, opt for displaying only the upcoming event instance on archive pages and shortcodes.
Defining Location/Venue
Indicate the event venue. You can either pick from pre-existing venues or add a new one. To add, navigate to the ‘Location/Venue’ tab and select ‘Insert New Location’. Follow by inputting relevant location details.
Event Organizer Details
Assign an event organizer, either from previous entries or by adding a new one. To add, provide the organizer’s contact details, including name, phone, email, and website or URL link.
Effectively managing WooCommerce orders is essential for maintaining customer satisfaction and ensuring smooth business operations. Here’s a comprehensive guide to help you navigate the order management process:
1. Accessing Orders
Dashboard Navigation: Log in to your WordPress dashboard and navigate to WooCommerce > Orders.
Order Overview: Here, you’ll find a list of all orders, including details like order number, customer name, date, status, and total amount.
2. Understanding Order Statuses
WooCommerce utilizes various order statuses to indicate the current stage of an order:
Pending Payment: Order received but awaiting payment.
Processing: Payment received; order is being fulfilled.
On Hold: Awaiting further action; typically pending payment confirmation.
Completed: Order fulfilled and complete.
Cancelled: Order cancelled by admin or customer.
Refunded: Order refunded to the customer.
Failed: Payment failed or was declined.
3. Viewing and Editing Orders
Order Details: Click on an order to view its details, including billing and shipping information, items purchased, and notes.
Editing Orders: Within the order details, you can:
Update order status.
Modify product quantities or add/remove items.
Adjust shipping and billing details.
Add private notes for internal use or customer notes that notify the customer.
4. Processing Orders
Payment Verification: Ensure payment has been received before processing.
Stock Management: WooCommerce automatically adjusts stock levels upon order placement. If manual adjustments are needed, update stock quantities accordingly.
Shipping: Prepare the order for shipment, generate shipping labels, and update the order status to ‘Completed’ once dispatched.
5. Handling Refunds and Cancellations
Refunds: Within the order details, click on ‘Refund’ to process a partial or full refund. Enter the amount and reason, then process the refund.
Cancellations: Change the order status to ‘Cancelled’ to void the order. Ensure communication with the customer regarding the cancellation.
6. Utilizing Order Notes
Private Notes: For internal communication, add notes that are not visible to the customer.
Customer Notes: Add notes that will be emailed to the customer, keeping them informed about their order status or any issues.
7. Automating Order Management
Email Notifications: WooCommerce sends automatic emails for various order actions (e.g., new order, cancelled order). Customize these emails under WooCommerce > Settings > Emails.
Order Management Plugins: Enhance functionality with plugins that offer features like bulk order processing, advanced filtering, and automated status updates.
8. Best Practices
Regular Monitoring: Consistently check for new orders and updates to ensure timely processing.
Clear Communication: Keep customers informed about their order status, especially if there are delays.
Accurate Inventory: Maintain up-to-date stock levels to prevent overselling.
By following these steps, you can efficiently manage your WooCommerce orders, leading to improved customer satisfaction and streamlined business operations.
As an online business, review management is one of the most effective marketing tools that you have at your disposal. Consequently, responding to your reviews can help you to solidify your online presence as well, avoiding reputation threats that may affect you.
Taking some time to respond to your online reviews gives you the chance to share positive experiences with your brand. Additionally, you can let everyone know that you care about your customers and are constantly looking to improve your business.
Reputation management also helps you monitor conversations and shape the public’s perceptions of your brand, giving you a competitive advantage over other businesses.
Responding to online reviews is very easy with EZtransition’s reputation management tool. Thus, we have created a short video that shows you how to respond to business reviews.
Use our Reputation Management tool to respond to your online reviews, manage your reputation, and grow your business.
1. Respond Promptly
Timely responses show customers that you value their input. Aim to reply within 24-48 hours to demonstrate attentiveness.
2. Personalize Your Replies
Address reviewers by name and reference specific points they mentioned. This personal touch indicates genuine engagement.
3. Express Gratitude
Thank customers for their feedback, regardless of its nature. Appreciation fosters goodwill and encourages future interactions.
4. Address Negative Reviews with Empathy
Acknowledge any issues raised and apologize sincerely. Offer solutions or invite the customer to discuss the matter offline to resolve it.
5. Highlight Positive Feedback
When responding to positive reviews, reinforce the aspects the customer enjoyed. This not only shows appreciation but also emphasizes your strengths to potential customers.
6. Maintain Professionalism
Keep responses courteous and professional, even when addressing criticism. Avoid defensive language and focus on constructive dialogue.
7. Encourage Further Engagement
Invite satisfied customers to return or try other services. This fosters loyalty and ongoing relationships.
By implementing these practices, you can effectively manage online reviews, enhance your business’s reputation, and build stronger customer relationships.
Forwarding email addresses within your EZtransition account allows you to redirect incoming emails to another address, ensuring you never miss important communications. Follow these steps to set up email forwarding:
Navigate to the Services section and select your hosting package.
2. Open cPanel
Within your hosting package details, locate and click on the cPanel button to access your control panel.
3. Navigate to Email Forwarders
In cPanel, scroll to the Email section.
Click on Forwarders.
4. Add a New Forwarder
Click on Add Forwarder.
In the Address to Forward field, enter the email address you want to forward (e.g., info@yourdomain.com).
In the Destination section, select Forward to Email Address and enter the destination email address where emails should be sent (e.g., yourname@gmail.com).
Click Add Forwarder to save the settings.
5. Verify Forwarding
Send a test email to the forwarded address to ensure it redirects correctly to the destination address.
Hey, I'm Darren. I'm determined to help businesses grow with AI-powered customer service and high-converting digital ads. My only question is, will it be yours?
