- F.A.Q.
- 1. How do you create an account?
- (Individual) For the laTreats Home page under the login information there is a link called “ Create an account”.
- Once clicked under “Create Your Account”, fill in the required email address, username, and password then click “Register”. A confirmation email with a link will be sent to the email address given to fully activate the account.
- (Business) For the laTreats Home page under the login information there is a link called “Create a business account”.
- Once clicked under “Create Your Account”, fill in the required email address, username, and password then click “Register”. A confirmation email with a link will be sent to the email address given to fully activate the account.
- 2. What are Living Connections?
- Living connections are a novel intelligent rules engine that allows users to define the criteria for automated contact information sharing upon addition, edit or any type of change! It gives you the control to define how you want to share your information or information in your address book (for Global living connections).
- 3. How do you create Living Connections?
- Add contacts to your account.
- Click on Living Connections; the living connections tab displays in the center top of the screen
- Click on the + sign to add connections; connections panel opens to the right of the screen
- Click on the box titled Label to and define you connection; your label should spell out a function or a sub group, select a status the status box and select type of information to be shared from the drop box. Confirm your entries by clicking on add.
- Click on the created label to display a status bar, then click on add membership to list those you share information with. Click in the box and start typing the user name or email address associated with the account, related entries display and you click on the appropriate contact to add. Then click on add on the add user tab to save you entry. Repeat the process for additional entries.
- 4. What are Living Events?
- Living Events are a new paradigm for event management, both for individuals and businesses. For individuals and businesses, you can quickly create events, link services, add event actions, link users/connections/contacts to this event and immediately watch the system magically notify everyone. For business, in addition to being able to create quick events, they can for the first time, know when people are planning to consume their services, make proposals to entice the planners to follow throw and come to them while they are still planning. Proposals could include deals, or just extra perks.
- 5. How do you create Living Events?
- On the home page click the Living Events link.
- Click on the plus sign to add an event to Living Events.
- Fill in the title of the event, description, zip code, city, and state. If you want you can add an action message and write a message to the people you want to invite.
- Invite members is clicking in the member’s space and a drop box of your contacts will appear for those you want to forward the living event to.
- Press the “ + Add “ button and the event will appear on your living events and to the members invited.
- 6. What are proposals?
- A proposal is a way for a business to make an enticing offer to a potential customer while they are still planning to consume a service. A proposal can be in the form of an offer for discounted service price. An organization administrator could pre-configure proposals for specific services and allow organization users the right to apply those to event services that laTreats.com can automatically match them to. Once a proposal is made and accepted, the organization must honor the proposal or they will be limited from making further proposals.
- 7. As a business owner, how do you make proposals for events that match your services?
- Login to your account.
- While in your organization context, click on the ‘View Sale Opportunities’.
- If you see any events you want to entice for your services, click to make proposal.
- Enter new proposal or apply existing proposal.
- You will be notified in-app and via email when the proposal is accepted.
- 8. Can a business user create Living Events?
- As a business (organization) you can create Living Events just like any laTreats user can. You can also associate services you care about for your created events and pull in your contacts to take advantage of the possibilities of event actions.
- 9. What are Living Events?
- Living Events is an interactive function in laTreats created by and account holder to invite their contacts to events and gives those contacts a tool for instant feedback. An account holder creates an event under Living events, enter time, location and event detail and can invite individual contacts, or groups to attend. Those invited receive a message with event information and with just a click accept or refuse the invitation. It’s an easy way to RSVP without the hassle of having to call back or send mail to respond.
- 10. How do you add users to your organization?
- Login to your account.
- Your organization will be the default organization that shows.
- Click on Business Users Tab
- Click on the ‘+’ sign to add a new user to your organization.
- 11. How do you create or add contacts for your organization?
- A business is able to create a organization by selecting the organization link on the home page.
- Select the “+” sign to add organization.
- Select the users you want to add to that organization through the dropbox.
- 12. How do groups organize contacts?
-
You can organize contacts in two ways
- Login to your business account
- Click on groups tab.
- If you need to, create a new organization contacts group.
- On your desired group card, click on add contact.
- Select contacts and add to group accordingly.
- Click on organization contact tab.
- Login to your business account
- 13. How do you group organization users?
- Create a corporate/business account with LaTreats
- Log in and click on the organization name
- Click on the new group tab, then enter a name to identify a group within your organization, you may enter optional notes about the group, then click on add to confirm entry
- Click on the group name and it will appear on the panel to the right.
- Two tabs will display,
- Click on associate contact with group, this function allows you to add the contacts within this group. Highlight a contact and click on add to save the contact. Repeat the process until all contacts associated with the group are added
- Click on the group again to display the tabs, then click on add users to group
- Click on drop arrow to select authorized users for this group, then click on add to group at the bottom of the panel to save.
- Repeat this process until all groups are created.
- 14. How do you share contact information?
- Login to your account.
- Click on contacts
- If your contacts are not visible, click on the search icon on top of contacts lists panel to enable the search input box if it is not already enabled.
- Start typing the contact name and it will appear in your filtered list.
- Click on the share icon on the contact card. The share form will display on the details panel.
- Enter the username or email of the person you want to share with, select
- The information you want to share (select everything to share all contact info), and submit.
- Your contact is shared.
- You can also automatically share through Living connections by defining connection criteria and adding users to the Living Connection. If you choose global Living connection type, information in your address book that fits the connection rules will magically be shared with all those in your living connection.
- 15. How do you send messages to contacts?
- On the home page click “Send Message”.
- A box will appear for you to type a message, add a subject and the dropbox to select the contact it goes to. You also have the ability to send an attachment.
- Click send once finished
- 16. How do you send messages to groups?
- Click on contacts
- Click on group tab.
- On desired group, click on the send message icon.
- Enter subject and body, the click send. The message will be sent to members of the group.
- 17. How do you send message to groups?
- Click on contacts.
- Click on groups tab.
- On the desired group, click on the send message icon
- Enter subject and body, then click on send. Message will go to every contact in that group.
- 18. I forgot my password. What do I do?
- Get on the main menu in the home page
- Click on forgot password
- Enter the email address associated with the account and reset the password and a link will be sent to that email address with instructions to reset you password
- Open your email and click on the link from Latreats
- Enter account name, enter new password in the 2nd box and confirm the new password in the 3rd box and log in.
- 19. How do I prevent a contact info from being shared automatically?
- When you enter the information (e.g. phone or email), make sure you mark it as ‘Private’, instead of ‘Personal’ or ‘Business’.
- This way you will need to share such information manually if you need to share it. It also protects you from sharing information you do not want to share.
- 20. I want to share my contact info, but not my address book in Living connections, what do I do?
- On the homepage click the link that says “Living Connections”.
- In the living connections section add the members you wish with in the personal group selected.
- Select the edit icon shaped like a pencil.
- Under “Type” select one of the six options, Personal, Business, Personal & Business, Global Personal, Global Business and Global Personal & Business.
- Selecting “Personal” will allow you to just share your contact information without sharing your entire address book.
- 21. How do I setup Living connections to share both my personal contact card and my entire
address book?
- Click on Living connections.
- Click on + sign to create new Living Connection or you alternatively just edit an existing one.
- On the Type field, select one of the following: Global Personal, Global Business or Global Personal & Business.
- Doing this will share everything globally (your own info, plus info from your contacts list).
- 22. I have too many contacts. How do I show just the ones I want on my list?
- Click on contacts to display all your contacts.
- Click on the group tab and My Groups will display in the middle of the page.
- Click on the + sign to add a group.
- Enter a group name of your choice and click on add to save.
- Click on the name of the entered group and on the next panel click on add contact.
- From the drop down list, highlight one contact at a time and add to group
- Repeat the above process until all contacts are organized into groups.
- 23. I have an individual account. How do I send a message to a specific group of users by grouping them together in advanced?
- Click on contacts.
- Click on groups.
- Click on + icon to add a new group.
- Add the users you want to message into this group (add their contact cards).
- When you are done adding them, click on the message icon on top of the group card, enter your subject and message, and then click send.
- 24. How do I import my contacts in bulk?
- Login to your account, click on ‘Import Contacts’ on the left menu.
- Once on the import page, follow the instructions based on the type of import you want to make (csv file upload, gmail, hotmail and other media imports).
- 25. I have concerns, who do I contact?
- Contact us at connect@latreats.com!
- Call customer support at 888-885-0320