Launchmetrics Video Support
GETTING STARTEDLogging In & User Options
- Learn the very basics of logging into your Launchmetrics system and how to navigate between Contacts, Samples, and Events.
- Also includes how to find user options such as the Printer Setup page and the Contacts Custom Field Editor and Samples Custom Field Editor.
CONTACTSCreating Contact Categories & Types
- Learn how to create Contact Categories and Contact Types which are the foundations for a clean and organized contacts database.
Creating a Single Contact
- Learn how to create a single contact in your Contacts database.
Creating Multiple Contacts
- Learn how to add multiple contacts in bulk by downloading and completing a blank Contacts Excel template.
Searching for Contacts & Layout Preferences
- Learn how to search for your contacts in the Contacts Manager and adjust layout preferences that work best for your team.
- Learn how to edit contacts individually and edit multiple contacts using an export for updates technique.
Creating a Contacts Mailing (Manual Mode)
- Learn how to create and send a Contacts Mailing using the Manual Mode.
Creating a Contacts Mailing (Drag & Drop Mode)
- Learn how to create and send a Contacts Mailing using the Drag & Drop Mode.
SAMPLESCreating Sample Collections
Creating Multiple Samples via Excel
Creating Single and Bulk Samples
- Learn how to create a single sample and "bulk" samples in your database.
Searching for Samples & Layout Preferences
Editing Multiple Samples via Excel
- Learn how to edit multiple samples using the export for update technique.
Creating Send Outs
- Learn how to create send outs. This video covers making both Loans and Reservations.
- Learn how to return samples back into the inventory.
Generating Send-Out Reports
- Learn how to generate send out reports.
Adding Invitees to an Event
Creating an Events Mailing (Manual Mode)
Creating an Events Mailing (Drag & Drop Mode)
- Learn how to create and send Events Mailings using the Drag & Drop mode.
Chart Building & Invitee Seating