Setting Up Sales Collection Contacts

When sending sales collection email reminders, the system needs to know who should be contacted.

Rather than sending notifications to everyone, Kinexio allows you to:

Define which contacts are responsible for sales submission
Target only those contacts when sending push notifications or emails

This requires a small amount of setup, but once configured, reminders can be sent quickly and accurately.

Understanding Contact Types

There are two types of people involved in sales collection:

CRM contacts - Contacts stored in the system who may not use the app.
App users - People who log into and use the Kinexio app.

Each type uses a slightly different method to identify them as a sales collection contact.

Step 1: Assign a Sales Contact Type to CRM Contacts

For CRM contacts, the system uses a contact type to identify responsibility for sales collection.

To set this up:

Open a CRM contact record.
Locate the Contact Type field.
Assign the agreed sales collection contact type
(for example, a type used to indicate responsibility for sales or turnover).

Only CRM contacts with this contact type will be included when sending sales reminder emails.

If you don;t have the correct contact type set up, reach out to our support team who will be able to help set this up for you.

Step 2: Assign a Sales Contact Tag to App Users

App users do not use contact types. Instead, they are identified using tags.

To set this up:

Open the app user’s profile.
Add the agreed sales collection tag.
Save the profile.

Tags can be managed centrally using the Tags Manager, allowing you to:

Create a consistent tag for sales collection
Apply it only to relevant users

Step 3: Link Contact Types and Tags in Sales Settings

Once contact types and tags are assigned, the system needs to know which ones to use.

In the Sales Collection Settings:

Select the CRM contact type to be used for sales reminders
Select the app user tag to be used for sales reminders

This tells the system:

Which CRM contacts to include
Which app users to include
Who should be contacted when reminders are sent

How This Works in Practice

When you send reminders an from a campaign entry page, you can selest stores, press the "Send Email Reminder" button, and that will allow you to copy email addresses to your clipboard that you can then paste into your preferred email platform to quickly target remider messages to the relevant people.

Why This Matters

This setup:

Saves time when chasing outstanding sales submissions
Reduces manual searching for contact details
Improves accuracy and professionalism of follow-ups
Makes sales collection reminders easy to repeat month after month

Key Things to Remember

CRM contacts use contact types
App users use tags
Both must be linked in Sales Collection Settings
Once set up, reminders can be sent in just a few clicks