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hello everybody uh thank you so much for

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joining us today um today we're going to

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be talking about the basics of getting

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your VIP cloud account set up and so

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what I mean by that is that will be

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covering things that are like how to

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navigate Vibe Cloud uh where to find the

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various settings and what you can do

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with them uh how it is that you can

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configure your vibecloud account to make

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it your own and to make it really suit

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your needs how to personalize your

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account and also how to contact support

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and uh where you can go about doing that

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so we won't be going into any extreme

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detail in any of these given topics the

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idea here is to really give you an

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overview and just kind of an orientation

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so you know where to find things and uh

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just how to get started basically it's

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really is kind of designed to be for

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beginners to this uh to to the

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system and um also as always with these

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live streams we encourage you to chime

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in with any questions you have even

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though this video is pre-recorded we're

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going to be on standby while it's being

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broadcast right there to answer your

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questions so if you're on our suite just

1:23

feel free to comment or uh send in a

1:27

chat message there you can do that on

1:29

YouTube as well we monitor that one a

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little bit less closely so it might

1:34

might take a little bit longer to get

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back to you uh our suite really is uh

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the best place to get uh get a hold of

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us uh in relation to these videos that

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we're

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posting and um yeah we look forward to

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uh helping you out there so without any

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further Ado let's Jump Right In

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here so here we are in the system and so

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first of all the the sidebar here is

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designed to be based on mindset pretty

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much like when uh what is it that you're

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logging in to do today is it sending a

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mass email and you're looking to

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communicate with your uh with your

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audience whether it's you know through

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email or text or just managing your

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contacts or contact lists really

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everything you need for that kind of a

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mindset is going to be here is it CRM

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well you can access your cont s here you

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know organize your products manage your

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pipeline so on and so forth so that is

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what the uh the goal is with this

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sidebar and where you can find

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everything and so note that the related

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settings for these kinds of uh for these

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kinds of mindsets can be found via you

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know say like the communication or the

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CRM tabs right

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there now up here at home this is also

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great place to get started especially

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for a newer user you'll see right here

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that there are a bunch of quick links

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right here for the kinds of things that

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people are looking to do when they're

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initially configuring their account and

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also you might just kind of find on an

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ongoing basis that it's kind of a quick

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and easy place to find something like

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maybe customizing Fields so you need to

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add a new field to track something new

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regarding contacts or opportunities well

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you can find that right there and you'll

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see descriptions here too for all of

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these things things like you know

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choosing what page is the first one that

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loads when you log in or if you want to

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customize your sidebar you know to kind

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of like reorder uh where say like you

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know if you want to have text up above

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email well that's where you can do

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that and uh you'll you'll find that

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these settings are also found in other

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places in the product but they also they

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can just also be found here and we've

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also got what we're calling these quick

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ads where you're able to just kind of

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quickly you create an email or send a

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mass email and this actually you'll see

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right here also found in the plus button

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in the black navigation bar up top this

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is what we're talking about right here

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you'll be able to find that on pretty

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much any page in the system so maybe

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while you're managing your contacts in a

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totally different part of the system and

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you just need to send a quick email well

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you can just click on that email button

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and fire it off right there so if you're

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looking to add something new new and

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you're uh not sure where to find it

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there's a good chance you can do it

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directly from right

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here and so um also in here you can edit

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your basic information so if you want to

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change your name or your time zone as

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well the time zone here is is actually

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quite important too it defaults to

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Pacific time so if you are not in

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Pacific Time be sure to change that

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because anything that you schedule will

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based on the time zone you set right

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here so any of your user settings you

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can change here and if you are a user of

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Suites uh you can decide what you want

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and do not want to show in your preview

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or rather in your

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profile so moving along here uh let's

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just dive into some of these settings

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that can be found through the sidebar

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here so for instance for communication

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this is where we're going to find email

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settings setting up inbox sync and your

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text

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settings and you can kind of see a bit

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of a preview here of what the each of

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these email settings entail and you can

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quickly jump to them by clicking on

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these right here but this is where you

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can configure your signature definitely

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something that new users are going to be

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looking to do if you're sending emails

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if you're going to be sending mass

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emails you need to have your office

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address

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included in here as well as you can see

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per can spam

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laws so you need to put that in there it

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can be a PO Box uh it can be your office

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address and um that will be uh included

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in your can spam email footer uh you

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know per those laws when you're sending

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mass

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emails also you can control your email

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delivery and routing for DNS related

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things uh feel free to make you of our

6:30

support resources we really are here to

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help with these kinds of technical

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things so don't be uh afraid to reach

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out privacy policy as you can see it's a

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bit of a compliance issue right there

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you just grab it from your website and

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throw your privacy policy in there for

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your mass

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emails and also you'll see email alert

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settings this is something that some

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people like to receive email alerts when

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they uh you know for instance when

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somebody clicks on an email email that

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you've sent uh to them this is where you

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can configure that mass email footer and

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your unsubscribed settings too this is

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how your unsubscribed link is

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handled inbox sync is how we can you

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know sync with your existing

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professional email system like Google

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workspace Office

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365 um definitely if you're doing sales

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through our system you're probably going

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to be uh eager to have that so this is

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where you can get that

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setup and also if you're going to be

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doing

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texting this is your home base for

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getting that off the

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ground now under the CRM side of

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things this is where you can configure

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things like custom fields and the

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layouts of contact records you know if

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you want to have uh a certain part of a

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contacts uh Prof profile page ordered in

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a certain way you can do

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that customiz your pipelines

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opportunities so definitely encourage if

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you're going to be using CRM work your

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way through here and make it so that

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this system is tracking uh your sales

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cycle the way that it needs to

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be also you'll see right here tags are

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something that uh

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you'll see they are like kind of a per

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user thing so each user can have their

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own tags but custom fields are account

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wide and you need to create tags first

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before you use them so this is where you

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can do that also importing can be done

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here

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too and importing can also be done from

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the uh the contacts page so this is

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actually where you import your the

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contacts themselves crms where you

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import the more CRM related

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things now moving on down here to

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settings basically you you got the

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sidebar here and then we got this whole

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section over here too they actually from

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the

9:22

overview this actually kind of mirrors

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this right here but it gives you

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descriptions so you can see right here

9:28

basic information that's actually what

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we were looking at before for just kind

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of the my user

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information you can manage the system

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emails as well so if there's an email

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that you're getting from the system that

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you don't want you can grab that you can

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change that right

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there we got all of our account related

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settings right here like adding users

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creating teams out of users so for like

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sharing so you can kind of maybe create

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like a sales team and support team and

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then just have content like email

10:02

templates and uh PDFs things like that

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be shared with people based on what team

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they're in you can manage your billing

10:11

right here so this is kind of where you

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manage your subscription

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itself but over here is where you manage

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the users within your

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account so as an admin you'll certainly

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be using this right here to do things

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like adding available seats to your

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account putting users in those seats

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deciding what kind of permissions they

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might have what kinds of add-ons you

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might have like Community for

10:42

instance so that can all be done right

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there and wrapping up here the last

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thing I really want to talk about is

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support so the best way to reach out to

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support is going to be through this

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button right here to chat with the vi

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Cloud success

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team and when you do this you're able to

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uh you know fire off a question to the

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team as you can see right here an AI is

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going to answer instantly but the team

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is always just one click away so you can

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get 247 responses right away by uh

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throwing a question out to us so you can

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just throw that like for instance

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uh you fire off a question this

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way you'll get an instant answer from

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the bot but what I want to show you here

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is

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that um you are able to see the help

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resource that it is

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quoting and you're also able to get a

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hold of the team right away if it

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doesn't uh it doesn't answer your

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question so you can see right here we

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get all the sources so it not only gives

12:06

us an answer but we can also uh like

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watch videos and get more of a detailed

12:11

response from there and then if it helps

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fantastic if it does not we can talk to

12:17

a a person and we can also ask follow-up

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questions here too from the bot as

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well um also you're able to reach out to

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us through support atvcloud

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feel free to send in any email questions

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you have there um oh and one other thing

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I want to mention too about the chat is

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that it's kind of like a hybrid between

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email and chat so you're not not you

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don't need to feel glued to your desk to

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uh you know go back and forth uh via

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chat right away um it can actually you

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can you can throw a question out through

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chat and walk away from the computer

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when we respond to you you'll receive it

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via email and then you can respond uh to

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that conversation right through your

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email or you can also pick it up right

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up from uh here too so it really is

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truly a dual Channel system between

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email and

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chat all right well that's going to be

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it for us today I hope that this is a

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helpful walk through of just getting

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used to the VIP cloud system knowing

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where to find the various settings how

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to make it your own

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and um and of course feel free to reach

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out to us if you have any questions at

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all we really are eager to be of service

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so hope you have a great rest of your

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day thank you