WeMeUs

About WeMeUs

Tutorial and FAQ

If you rely on your network for your business, you are in the right place. We're dedicated to helping you build the value of your existing network.

So many questions, so little time. Our FAQs can tell you about the powerful features in our free basic services, and some of the premium services that we are working on.

But why just read about them when you could be using WeMeUs to see for yourself?

Help

Frequently Asked Questions

Why use WeMeUs?

When I first get started...

WeMeUs Webinar Schedule

Vertical Market Support

What is WeMeUs?

Please see our Why WeMeUs pages. here

Why are there contacts in my address book when I first log in?

We have added 10 contacts to your address book to get you started. Use them as examples of how the important information about your contacts can be organized. They are all tagged "demo" so you can delete them at any point. In addition to these contacts, clicking on the "Getting Started" link in the left panel of your address book will take you to our Welcome letter, which tells you how to quickly get started with information you have in your existing address books.

Is WeMeUs data backed up in case of an emergency?

Yes, we back up our databases daily, in addition to backups done by our hosting service.

What kind of support do you provide?

We try to answer emails to support@wemeus.com or partners@wemeus.com as quickly as possible, and generally respond within a few hours.

What does WeMeUs cost? How are you going to make money?

The WeMeUs "personal CRM" provides basic services that enable you to centralize and organize your contacts and relationships across multiple address books, and "bank" your contacts and "relationship IP". It includes a central address book, groups and tags, and contact log, as well our Keep In Touch system to ensure regular communications with your important contacts. You can organize and manage information about each contact including:

Unlimited tagging of contacts for easy recall and grouping.
Tracking where you met someone and who referred you.
Tracking contacts' interests and the interests you share with them.
Special dates and a contact's key relationships.
History and context of the relationship.

We make money from premium services developed for consultants, solopreneurs and other self-employed professionals who generate business through their networks. Our Premium Silver subscription helps users generate more leads and referrals from their network, and increase conversions using targeted one-to-one email marketing and followup, combined with lead capture, tracking and management - all for just $9.95 a month. Premium Silver includes:

Email Assistant - Email Assistant simplifies personalized email communications for reach-out and one-to-one marketing
• Draft the content and select the contacts from your address book - the Assistant produces
an individual, personalized email for each contact and sends them through your existing email
service.

Lead capture - capture website visitor information requests using your own forms or WeMeUs-generated forms
• New contacts, leads, reminders and alerts are automatically created when visitor requests are
entered.

Lead tracking and management - centralize leads and associated contacts, ensure timely follow-up, track to conversion
• All leads tracked to conversion, displayed through lead overview and reminders set for review.
• Lead tracking includes integrated reminders, referral sources, sales stage, and email reminders

What programs do you have for companies and groups that want to recommend or use WeMeUs?

Our partners program includes several levels of cooperation and even revenue sharing with deeper integration (more details here: Partners Page ). Please email us at partners@wemeus.com with specific questions.

Is WeMeUs available in other languages besides English?

Not at this time, but soon after launch we will release a toolkit that enables users to localize much of our services.

Is WeMeUs available for installation in our office?

WeMeUs is only available as a hosted product, where we maintain the servers, the security, updates and modifications, and use access to the web to help you get added value from your contacts and relationships. That leaves you free to focus on your business.

Can I customize WeMeUs?

You can change the format and the content of the contact pages in your address book, using our drag and drop interface. We also offer customized widgets for vertical markets on those pages, contact us at sales@wemeus.com for more details. The open API we are building includes Open Social support and the ability to add additional communications, persistent connection and update options. We'd like to know what and how you'd like to customize the service, tell us about it here: developers@wemeus.com

How are individual contacts entered?

Add a Contact helps you to enter new individual contacts quickly. The minimum information required on a contact is First Name, Last Name and Email Address. If you click on the Expand arrow in the upper right corner of the widget, you can enter the name of the person who referred this contact to you, where you first met them, what interests you share in common and then enter tags (keywords, labels) so that you can quickly retrieve them.

What are tags and how can I use them in my address book?

Tags are a way of organizing and categorizing the people in your address book. For example, you might tag one of your active customers 'current client', or you might tag another contact who is on LinkedIn with 'LinkedIn'. Then you can search your address book for all of the people with a particular tag. If you have been using the Categories in Outlook, or Groups in ACT, importing into WeMeUs will tag each contact with each of the categories they are in.

How does WeMeUs use widgets?

Widgets are used in WeMeUs in two places: the dashboard and the contact detail record. On the dashboard, each widget represents summary information about different activity in the system. Any widget can be closed and removed by clicking the "X" in the upper right hand corner of the widget. New widgets can be added using the pulldown Add Widget directly underneath Dashboard on the main navigation bar on the page.

On the contact detail record, widgets represent specific information about your contact. Widgets can be re-positioned on the page, removed, or more added. Widgets can also be moved to additional tabs. The detailed information on your contacts in the database is not affected by whether or not the widgets displaying that information are visible or not. For more information on working with contact detail widgets, see Customizing.

What does the Log & Reminders widget do?

It contains data and reminders that you enter, data our system may enter when a record is imported, reminders it creates and other data gathered from other sites and services about this individual.

Log entries are time-and date-stamped and enable you to quickly enter a call or action, with an optional reminder of future action. Log entries can be sorted by date, type, subject, and filtered by open and closed reminders.

When reminders are due, they are displayed on the reminder widget on your dashboard.

How do I create a reminder?

Select a contact in your address book and click on them to see their detail. Select the Log & Reminders widget and click on the blue circle in the upper right of the widget to open a new log entry. Select a type (Phone, Email, etc.), and tab by one-time (or make it recurring), then tab by the date (to accept today's date), enter a subject and then select a date on which you want to be reminded. Add any details you want in the body of the log entry and click on Save. The system will display this reminder on your Dashboard, using the Reminder widget. It will be displayed there until you close it.

How do I get a summary of my open reminders emailed to me?

Under My Account, Settings, go to the My Reminders section. There you can select the types of reminders that should be sent, the frequency of the email, and the email address to send them to.

How do I get an emailed reminder of reminder I set for today?

Under My Account, Settings, go to the My Reminders section. For same day reminders, you must have the immediately box checked.

How do I edit a log entry I made?

Simply click on the log entry you want to edit. That pulls up the content of the entry into the grid, where you can modify or add to it, and then save it. The data of the entry will remain unchanged unless you choose to modify it.

How do I create a group?

Tag each group member with a specific tag that describes the group. Searching on that tag will return your group; click on Action and Save Search. Choices for search or group will be displayed, and choose Group, give it a name and description, and the next time you go to your Dashboard, it will be displayed on the Group widget.

What can I search for in my address book?

Search for tags, partial or full names, company names, and locations; search on multiple items using either 'and' or 'or'.

Will WeMeUs update my calendar?

There are two places that you can request calendar updates. The first place is under My Account, Settings, the My Calendar section. After selecting a calendar type and providing credentials (needed for Google) you can choose all or just one type of events that you want to have your calendar updated with. If you want calendar updates for events you schedule for today, you must check immediately under "same-day" updates.

The second place you can select a calendar update is when you set a reminder in a contact's log. Update Calendar lets you select whether to update your calendar, to send your contact an calendar update, or to do both.

Will WeMeUs update both my Outlook and my Gmail calendar?

WeMeUs will update as many as three calendars, if they are entered with the needed credentials in the My Calendar section of the Settings page.

How do I edit a log entry I made?

How do I create a group?

Tag each group member with a specific tag that describes the group. Searching on that tag will return your group; click on Save, and choose Group, give it a name and description, and the next time you go to your Dashboard, it will be displayed on the Group widget.

What can I search for in my address book?

Search for tags, partial or full names, company names, and locations; search on multiple items using either 'and' or 'or'.

How do I export the data I put into WeMeUs?

The Export page enables you to make a copy of the contact information you have on WeMeUs in a .CSV file. You can choose to make a copy of all contacts, a group or even a single contact.

What kind of support do you provide?

We try to answer emails to support@wemeus.com or partners@wemeus.com as quickly as possible, and generally respond within a few hours.

Is there a WeMeUs Tutorial?

WeMeUs Tutorial

Importing Contacts

Microsoft Outlook 2002

Mac OS X Address Book

Thunderbird

Other Address Book

V-Card

Importing Contacts from Microsoft Outlook

Note: if you would prefer to see a short video with the step-by-step procedure, click here.

1. Open Microsoft Outlook.

2. Open the File menu and select Import and Export.

3. Select Export to a File and click Next.

4. Select your Contacts folder and click Next.

5. Select Comma Separated Values (Windows) and click Next.

6. Select the Contacts folder to export from and click Next.

7. Specify a location where you would like to save the file, and enter a name for the .CSV file.

8. Then click Next.

9. Check the box next to Export Contacts from the Contacts Folder

10. Click Finish to export the data to the .CSV file.

11. Your file is ready to import into WeMeUs.

Importing Contacts from Outlook Express

1. Select File from the Main Menu.

2. Select Export.

3. Select Address Book

4. Select Text File (Comma Separated Values).

5. Click Export.

6. Your file is ready for import into WeMeUs.

Importing Contacts from LinkedIn

1. Log into your LinkedIn account.

2. Click on Contacts.

3. Scroll to the bottom of your list of connections and click on Export Connections.

4. Accept Microsoft Outlook .CSV for "Export To".

5. Enter the security image.

6. Click Export.

7. Your file is ready for import into WeMeUs.

Importing Contacts from Plaxo

1. Log into your Plaxo account to export your contacts to a .CSV file.

2. Click the Address book tab.

3. Click on the Add Sync Points link at the bottom of the screen.

4. The Sync Wizard screen will appear (see image below):

5. Click on the second link (see arrow) to export your contacts

6. On the Export to menu, select Microsoft Outlook .CSV file.

7. Click on Export.

8. When the export is complete, your file is ready for import to WeMeUs.

Importing Contacts from Gmail

WeMeUs will automatically upload the contacts from Gmail if you have an address "name@gmail.com" or if your email is hosted on Google Apps. Just click on Import and enter your email address and credentials as requested under the Gmail section.

Importing Contacts from Yahoo

1. Log into your Yahoo account.

2. Click on Mail, you must be in "Yahoo Mail Classic" mode.

3. In your Address Book, click Import/Export on the upper right of the page, or below in Options.

4. Scroll down to the Export section, click Export Now for Microsoft Outlook.

5. A dialog window opens and gives you the option to save your Address Book as a .CSV file.

6. Click Save to Disk and the .CSV file will be saved to your desktop

7. Click OK.

8. Your file is ready for import to WeMeUs.

Importing Contacts from Hotmail Live

1. Log in to your Hotmail Live account.

2. Click Contacts in the left pane.

3. Click Options on the far right of the toolbar.

4. Click Export Contacts (in the full version, this is in a pull down menu; in the classic version, Export is displayed at the bottom of the list, under Customize Your Contacts, in the middle pane.)

5. Under Export Contacts, click Export Contacts.

6. When prompted to open or save the file, click Save.

7. Select a location to save the file, and click Save.

8. Your file is ready for import into WeMeUs.

Importing Contacts from Orkut

1. Log in to your Orkut account

2. Click Friends on the top navigation bar.

3. Click Download your contacts on the bottom of the page to save your contacts as a CSV file.

4. When your file is saved, it is ready for import into WeMeUs.

Importing Contacts from Excel

1. The label of each column in your spreadsheet must match one in the list below. The column labels must be unique; for example, if there are two columns with data for the Notes field, the first column should be labeled Notes1 and the second column Notes2. The data in any column without a matching label will be added to the Log (on the Log & Reminders widget). For a full table of the specific WeMeUs field that the data will be put in, click here.

               First Name or FName or First or Name
               Nickname or Other Name
               Middlename or Second or Middle
               Last Name or LName or Last or Surname or Family Name or Family
               Salutation or Title
               Suffix
               Gender
               Categories or Keywords or Group or Tags or Hobbies or Hobby
               Notes or Note or Memo or Log Note or Log Notes
               FreeForm Notes
               Company or Company Name or Organization
               Job Title or Designation or Role or Job Role or Job
               Business Email or E-mail Address or Primary Email or Work Email
               Personal Email or Home Email
               Home Street or Personal Street or Personal Address or Home Address or Street or Address                Home Street2 or Street2 or Address2
               Home City or City
               Home Postal Code or Home Zip Code or Personal Zip Code or Zip or Zip Code or Postal Code
               Business Street or Work Street or Business Address or Work Address
               Business Street 2
               Business City or Work City
               Business Postal Code or Zip Code
               Home Country or Country
               Business State or Work State
               Home State or State
               Business Country or Work Country
               Web Page
               Business Fax
               Business Phone or Primary Phone
               Business Mobile or Car Phone or Cell Phone or Mobile Phone or Primary Mobile
               Referred By
               Home Phone
               Spouse
               Children
               Managers Name
               Assistants Name
               Anniversary
               Birthday or Birth Year or Birth Month
               Website or Company Web Site or Company Url or Web Site or Web Page
               Personal Phone or Home Phone or Personal Mobile
               Personal Fax
               Home Fax
               Business Fax or Primary Fax
               Industry
               Display Name or Contact
               Last Contact Date or Last Contact

2. Select the Excel Save As option, and enter a name for the file.

3. Select "Comma delimited .CSV" in the Save as Type list.

4. When the save operation is complete, your file is ready for import to WeMeUs.

Importing Contacts from AOL

1. Click on the Contacts icon on the left side of the AOL interface.

2. Click on the Tools Button on the toolbar, fourth icon from the left.

3. Click on Export.

4. Select Comma separated value (CSV) file.

5. Click on Export - how and where that file is saved depends on your browser.

Importing Contacts from Mac OSX Address Book

The Mac OS X Address Book doesn't export to a .CSV file. There is a separate application, AddressBookToCSV ( http://homepage.mac.com/kenferry/software.html#AddressBookToCSV ) that exports the name and email address of each of your contacts into a .CSV file. Download the application and run it from your desktop. If you'll likely to use it again, you may want to drag it into your Applications/Utilities folder.

Importing Contacts from Thunderbird

1. In Thunderbird, go to Tools > Address book.

2. Select Tools > Export

3. In Thunderbird's address book, select the address book you just imported.

4. At Tools > Export, export it as a .CSV (comma separated) file.

5. Your file is ready to import into WeMeUs.

Importing Contacts from Any Other Address Book

Look for an export function that will create a file that is in either Excel file or .CSV format. If an Excel file is created, than open and save it in .CSV format (see the file format options under Save, .CSV is towards the bottom of the list).

Importing Contacts from vCards

WeMeUs doesn't currently support the vCard format, we will prior to our launch. Let us know if you need this at support@wemeus.com and we'll let you know as soon as it's completed.

Why is there a review area?

The review area is where you can review, select and tag individual or groups of contacts that you want to bring into WeMeUs. You can also delete contacts that are duplicates within your file to be imported (displayed in orange) or duplicates of records already in your address book (displayed in red). Use the Import Selected button to import one or a group of contacts, or the Import All button to import all records. Contacts in your review area will stay there until you import them, delete them or upload a new file.

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Our Partners

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