Toolkit Setup
Let's Make the MOB Proud!
Get on track to start using your toolkit. Get your Toolkit checklist ready, and stick to the guide to make sure your setup is quick and easy!
First steps to getting started
The RM "Toolkit Care Package"
When you joined the MOB you should have received an email with all of the things you need to setup your toolkit. Make sure to have that handy it will contain your login info and a checklist to keep us on track! If you don’t have it or can’t find it, email us below!
Some Things To Have
To make your business “Look Professional” you will want to have a few things; a business email, a custom domain, socials for your business, and your first Call to Action. If you don’t have all these that’s okay, set up your toolkit as best you can, and refer below to learn more about these finishing touches!
Now let's get started!
Get your checklist ready and follow our step by step guide to setting up your toolkit. If you get confused feel free to email us, but if the Toolkit’s interface looks hard to use, don’t worry! We offer how to’s and your toolkit will have templates to get things started. Follow this guide and we’ll show you what to do.
Step 1. Login to your Read Mobile Toolkit
Your Login Info will be in your Read Mobile Care package. Take a minute to look around, but don’t get overwhelmed if it doesn’t make much sense yet. We’ll take things step by step! If you’re having trouble logging in let us know in the “Need Help” section.
Step 2. Connecting to your Account
Get your checklist ready and follow our step by step guide to setting up your toolkit. If you get confused feel free to email us, but if the Toolkit’s interface looks hard to use, don’t worry! We offer how to’s and your toolkit will have templates to get things started. Follow this guide and we’ll show you what to do.
Once you’re logged into your account the first thing you want to do is go to your setting in the bottom left corner. Then your business account settings will pull up, fill out the info and make sure anything that was already filed in for you is correct!
If your business doesn’t have a physical location, feel free to just put your city and state for the address unless you plan to be shipping / receiving anything in the mail.
Go back to the home page of your account and the got to the marketing section on the left. Now you should get a prompt to start connecting your different social accounts. Go through the steps to connect to your different social accounts, and once you’ve a few accounts it will pull up your social planner. If you still need to add more accounts you can click the settings in the social planner and then connect socials.
If you don’t have a Custom Domain for your email yet read the next step before connecting your email! And we still recommend reading it even if you do have one
The Social Planner is where you can post to different accounts and integrate your different automations for individual posts & accounts.
In the Read Mobile Toolkit, you have the option to use custom domains for your email marketing campaigns, which is a game-changer for deliverability. A custom domain (e.g., yourname@yourbusiness.com) not only boosts your professionalism but also reduces the chances of your emails landing in spam.
If you don’t know what I’m talking about here, or don’t know how to get your own custom domain Click Here. Our Recommended hosting service is GoDaddy, a good price and easy to use for hosting your landing pages/site in the toolkit as well.
Go to Settings -> Email Services -> Dedicated Domain and IP -> add domain. Enter ypur email and go through the steps of adding these values to your DNS Records. Now all email automations can go through your custom domain!
Landing pages, Social Media integrations, and all of the things already listed here are part of a good lead generation formula. We call it a formula because you can make each step a potential customer takes and tweak it to fit your business. From introduction to sale to their return, it all starts with creating your business’s Lead Generation Formula and using the information provided with the Read Mobile Toolkit to improve it every step of the way.
Rewarding good customers is one of the best ways to boost sales. These are people that have already decided they like your business/product so giving them more reasons to come back should be a top priority for generating more sales. With SMS loyalty programs, Special Offers, tailored reminders, and anything else you can think of to reward your customers, you can generate more sales with the people already paying you! Thus creating a stronger relationship with those customers. All automated and as specific as you like (even sending offers to specific people if you like playing favorites) to make sure you never miss a potential sale.
Craft your own unique customer experience from the first email, to the first purchase, and everything after to get them back. Funnels are step by step automations that can collect customer data, send specific emails, and take certain actions after purchases, replies, and other triggers. By creating a working funnel you can ensure customers have no issue in any steps that are important in your business, and foster new leads to show the value business has to offer. After all, nobody knows your customers like you!
