Demandforce ~ Growth. On Demand.

1. Login to Demandforce D3
2. Click on the customer's name to view the details of their request
3. Open your Customer Management System

From here, you have two options:

1. The appointment time is available
   - If the appointment is available, schedule it in your Customer Management System
   - Go back to Demandforce D3 and click on "Confirm"
   - Enter in any comments
   
   
2. The appointment time is not available
   - If the appointment is not available, pre-appoint to the next available time (based on your knowledge of customer's preferences)
   - Go back into Demandforce D3 and click on "Reschedule"
   - Use the drop down menu to select the date and time
   - Enter in a comment for your customer explaining that the requested appointment time is taken: "I am sorry but the time you requested is unavailable, this is the next available appointment."
   - Click on "Yes" button
   

   Optionally, you can call the customer to schedule the appointment.

1. Login to Demandforce D3
2. Enter the customer's first or last name into the search box on the top left and click "Search"
3. Click on the customer's name
4. Click on the email or text link in the customer's "Contact Information" section
5. Enter your message and click "Send"

If the text or email link is grayed out, the customer has not opted-in to the program yet and will not be able to receive messages.

1. Login to Demandforce D3
2. Click on the "Campaigns" tab
3. Select "Custom Promotion"
   • - Step 1: Select from the library of templates or create your own offer by selecting the radio button under the template
   • - Continue to Step 2: Create Content.
     1. Enter in the title of the promotion. This title will only be seen by Demandforce users.
     2. Edit the content of the template
   • - Continue to Step 3: Target Audiences - Target your audience by scheduled or unscheduled, age, and gender
   • - Continue to Step 4: Filter by customers - You can uncheck to manually remove any customers from your email list
   • - Continue to Step 5: Create and Send - Make sure you click the "Schedule" button to deliver your email

Please make sure you Preview and check your campaign before you click "Schedule". If you scheduled your newsletter or promotion to go out in the next 24 hours, you will not be able to cancel.

1. Login to Demandforce D3
2. Type in the customer's last name in the customer Search field and click "Search"
3. Demandforce D3 will return results. Click on the customer's name
4. Select the "Inactive" radio button under "Patient Status"
5. Click "Save"

This will remove the customer from receiving further emails and/or text messages.

1. Login into Demandforce D3
2. Click on the day in the confirmations section
3. Click on "i" button on the far right hand side
4. Click the delete link in the "Queued Message" box
5. Click "OK" on the pop-up window

This will stop the email or text message from being sent to the customer.

Demandforce can find email addresses for customers that currently have none listed in their record. Email Finder is an additional service Demandforce offers to help connect you with customers you don't have email addresses for. Once an email is gathered, an opt out request is emailed to all customers, letting them know you offer this new service which allows them to request appointments, confirm appointments, and refer their friends and family online. The customer can opt out from the service at any time.

Email search is done on the first of every month and is recurring until you turn Email Finder off. We usually return 20-25 percent of the records you submit. The cost for this service is 99 cents per valid email returned. You can enable this service by doing the following:

1. Log into Demandforce D3
2. Click in the "Setup" (upper right hand corner)
3. Click on "Email Finder" (lower left hand side)
4. Select the "On" radio button, initial, and "Save"

You can use the filters provider to narrow your search and limit how many records are submitted every month.

1. Login to Demandforce D3
2. Click on the "Setup" Link (upper right hand corner)
3. Click on "Appointment Reminders"
4. Choose the amount of days
5. Click the "Save" button

1. Login to Demandforce D3
2. Click on the "Setup" link (upper right hand corner)
3. Click on the communication name you want to edit
4. Click the "Edit" link next to the communication you want to edit
5. You can edit the communication template by mouse clicking anywhere in the editable region
6. Click the "Save" button

1. Login to Demandforce D3
2. Click on the "Setup" link (upper right hand corner)
3. Click on "Business Information" on the left navigation bar
4. Click on the "Edit" button
5. Update your information
6. Click "Save"

You can follow these steps to update your website, contact information, and upload your logo. Demandforce D3 will automatically update the information and will start sending out the email with the changes you made.

10. How do I create a new User in Demandforce D3?

1. Login to Demandforce D3
2. Click on "Setup"
3. Click on "Users"
4. Click "Add User"
5. Enter the requested information
6. Click "Save"

1. On your Demandforce D3 Dashboard, click on the "Hotlist" link in the "Appointments" section
2. Click on "Add" button
3. Type in the customer's first or last name in the "Customer Search" box and click "Search"
4. Demandforce D3 will return matching results. Find the correct customer and click on their name.
5. Click on the box next to the customer's name to select and click "Add"

To notify customers of a last minute appointment opening:

1. Click on the "Hotlist" link. The Hotlist will display all customers who have expressed interest in a last minute appointment opening
2. Select the corresponding check boxes next to their names and click the "Notify" button
3. On the notification page, fill in the appropriate information
4. Select your communication type - Email or Text
5. Click "Send" to deliver the notification

If a customer is interested in filling the appointment slot, they will click the "Request" button or call your business directly. The customer's information will populate in the "Appointment Requests" section of the Dashboard. The source will read "Hotlist".

1. Upload the image you wish to use to a publicly accessible location on the internet (i.e. Photobucket, Flickr, etc.), or find the image you wish to use somewhere online
2. Right click on the image and choose "Properties" and copy the image's location (or, if the image hosting site you use gives you a website address, use it)
3. Login to Demandforce D3
4. Build your campaign as you normally would
5. When creating the content for the campaign, insert the following HTML code where you wish the image to reside: <img src="website address to the image">
6. Click "Preview" to see what your image looks like
7. Complete your campaign as you normally would

1. In order to embed a video onto your emails, the file must be 340x272 pixels
2. Upload the video you wish to use to a publicily accessible location on the internet (i.e. Youtube)
3. If you use Youtube, copy the "embed video" code and paste it into your email template
4. Click "Save"

You can add up to three additional questions to the surveys that you deliver to your customers. To do so:

1. Login to Demandforce D3
2. Click on the "Setup" link (upper right hand corner)
3. Click on the "Satisfaction" link
4. Add your questions
5. Click "Save"

Recall or Continuing Care Reminders are sent automatically to any customers who have not had a visit longer than six months and one day. These reminders will continue to be sent to your customers in three month increments until they make an appointment or opt-out from the program.

You can view a sample of what your Recall or continuing Care Reminders look like by doing the following:

1. Login to Demandforce D3
2. Scroll down to the "Active Campaigns" box
3. Click on the "Active" (recently past due) or "Lost Customer" Reminder (have not been seen in over 18 months)

A sample email will appear for you to review. Please let us know if you have any other questions about how recall reminders are sent.

1. Login to Demandforce D3
2. Click on the person's name in the "Appointment Request" box
3. Call the customer to schedule the appointment

1. Login to Demandforce D3
2. Click on the "Setup" link (upper right hand corner)
3. Click on "Business Hours"
4. Update the information and then click "Save"

Pinning a customer review highlights that review at the top of your Reputational Marketing Page. By "unpinning" the review, it goes back into the review display list by order of date submitted.

1. Go to https://m.Demandforce D3.com on your smart phone's browser
2. Type in your Username and Password
3. Click "login"

HIPPA regulations require Demandforce D3 to log you out from the system after 30 to 60 minutes of idle status. This is done to protect your customers' privacy.

You can keep your system active by refreshing your Demandforce D3 system periodically to reset the internal clock

1. Login to Demandforce D3
2. Click on the day in the "Confirmations" box on the Dashboard
3. Click on either "Print All Patient Forms", "Print Offline Patient Forms - all" or "Print Offline Patient Forms" link in the "Quick Report" section on the left

All customers have the choice to submit a Survey (private between you and the customer), and/or a Review (to be submitted to your Reputational Marketing Page and other websites).

A customer can rate 100 percent on the Survey but still rate your office with up to five stars in your Review.

1. Verify Email: Either the email address contains a typo, is no longer valid, or your customer's email server was busy or full. Demandforce D3 sends the email five times. The Verify Email status will display the first returned error.
2. Delivered: The email or text message was sent to your customer, but the customer has not opened or replied to the message.
3. Read: The customer opened the email but did not confirm the appointment. This may indicated the customer may not be able to make the appointment. It is recommended that you call the customer to verify this appointment.
4. Opt in Pending: The customer received a text message inviting them to be a part of the text message program in your office, but the customer has not replied with a "Y" to opt-in. Demandforce D3 will only send this message once. Please use the "resend opt-in" option to manually resend the invitation.
5. Scheduled: The communication is queued to go out, the appointment was recently scheduled after communications for that day were already sent, the appointment was made outside of your business hours, or an un-managed appointment request is waiting in your appointment requests section on the dashboard.

Surveys are private and for your office's eyes only. Reviews are public and will be visible on your Reputational Marketing Page and other websites. If you see a review when reviewing your survey results, the customer completed both at the same time.

The best way to enhance your emails is to create and upload an image that blends seamlessly into the template. We recommend that you design a composite image containing your logo and a graphic that represents your business. The color of your image should blend well with your chosen theme color.

The hex codes for our six email themes are:

• Sky: #006699
• Night: #000000
• Wind: #CDC0B0
• Fire: #8C1717
• Earth: #A0622D
• Green: #808000

For best results, create an image that is 200px wide by 400 px tall. Once your image has been created, upload it to "Setup", "Business Information".

Reviews cannot be removed simply because you do not approve of the content. They must qualify by falling under specific parameters set forth by the Demandforce Public Review and Comments Policy.

To request a review be removed:

1. Login to Demandforce D3
2. Click on the "Reviews" tab
3. Locate the review and click on the review title
4. Click the "here" link
5. Select the reason why the review should be removed and give a detailed explanation
6. Agree to the Demandforce D3 review policy, sign your name and enter in the verification code
7. Click "Submit"

You will receive an email to complete the request, you MUST click on the link in the email to complete your request or the review will not be removed. The link is only valid for 24 hours.

It can take up to 60 days for websites to publish the reviews we submit to them, and not all submitted reviews will be publically visible.

Google re-indexes its reviews every week. If you find that your reviews have disappeared from your Places Profile, please send us a note at support@demandforce.com

1. Login to Demandforce D3
2. Click on the "Reputation" tab
3. Click on Orange RSS feed button in the "Links" box
4. This RSS feed is what you should provide your webmaster to have embedded. The URL should be sufficient to implement the data feed.

1. Login to Demandforce D3
2. Click on the "Setup" link
3. On the left navigation bar, scroll down and click on "Website"
4. Copy the code in the box that says, "Embed in <HEAD/>" and the box that says, "Embed in <BODY/>" Provide the code and instructions to your webmaster to have added to your website.

You can also click on, "Download Instructions" if you need further assistance with embedding the html code to your website.

1. Login to Demandforce D3
2. Click on the "Setup" link
3. On the left navigation bar, scroll down and click on "Website"
4. Copy the correct code in the box that says, "Embed in <HEAD/>" and the box that says, "Embed in <BODY/>" This is the information you are going to want to give to your web designer.

You can also click on, "Download Instructions" if you need further assistance with embedding the html code to your website.

1. If you already have a Facebook profile page, copy the URL.
2. Login to Demandforce D3
3. Click on "Setup"
4. Click on "Business Information"
5. Scroll down to the "Local Business Settings" box and click "Edit"
6. Scroll down to "Local Business Settings" and paste your Facebook URL into the Facebook text box
7. Click "Save"

The Demandforce Easy Reviews Application is built to feed directly from your Demandforce D3 Account. Thus, the instant a new review is submitted to your Demandforce D3 account, that same review will be pushed to and shown on your Facebook page.

All Demandforce certified reviews, including those pushed to Facebook, are confined to the Demandforce Review Policy. To learn more about our Review Policy, please click here.

Currently, the Demandforce Easy Reviews Application does not support this functionality. New Demandforce reviews will only be populated onto the application's page - NOT on the main wall. If you wish to place a particular review onto your main wall, we suggest you enter the review yourself as a status update and include a link to your Demandforce Reviews page.

This must be completed by an administrator of your Facebook page. In order to move a tab other than Get Started, Wall, and Info, you just need to click on the tab, hold down the click, and then drag the tab to its desired position. Please note that Facebook only allows six tabs to be shown, and that Wall and Info must be the first two.

This must be completed by an administrator of the Facebook page. After logging in:

1. Navigate to the business page and click "Edit Page" under your profile picture.
2. Click "Manage Permissions" on the left-hand side. For the "Default Landing Tab" option, select the tab you would like your visitors to see when they first arrive to your Facebook page.

Note: As the page administrator, you will not see the same landing page that your visitors see.

The Demandforce Facebook applications were built primarily to be on your business page. It is possible to add the apps to your personal Facebook page. However, Facebook recently announced that they will no longer support and allow apps on personal pages in the near future.

Like most other Facebook applications, you cannot change the name or wording on the tabs.

No, you do not need to authorize the application every time you access it. The applications you install during setup will remain linked to your Demandforce D3 account until you disable the feature or your account is inactivated.

If you only deleted the tab, you can add the tab back onto your page. On the business page, click on the "+" tab at the end of your tab list. You should see the deleted Demandforce application in the menu. If you do not see the deleted application, you will need to reinstall it.

Only the customer who has requested an appointment with you through the Easy Scheduler Application will be able to see any information written in the web form. No other fans on Facebook will be able to see their personal information.

The appointment request through the Easy Scheduler Application will appear in your Demandforce D3 account immediately. Just like when other appointment requests come in from Google, any communications, or your website, Demandforce D3 will notify you by email that the new request has been received. You will then be able to manage the request from Facebook just like any other appointment request you receive through Demandforce D3.

Yes! Demandforce offers a scheduling widget and a reviews widget that you can embed onto your website. This feature is known as Demandforce Connect, and is available free of charge to all Demandforce subscribers. More information about this feature, including installation instructions, can be found here.

Fans do not know who your administrator(s) are. The title of "Admin" of a Facebook Page is only shown to the administrators themselves. By default, an Admin is not a fan of their own Facebook Page. If, however, you do become a fan of your own page, please remember that your profile will become a part of the fanbase and it will be counted in the total number of page "Likes".

Because the Easy Reviews Application is a live feed from your Demandforce D3 account, any written comments in your Demandforce D3 portal will be pushed to Facebook. To write a comment under a review:

1. Click on "Reviews" tab
2. Click on the review you would like to comment on
3. Click "Add Comments" under the review
4. After clicking Submit, these comments will be pushed immediately to your Facebook Page as well as your Demandforce Reputational Marketing page.

The answers to all things Facebook are in the Facebook Help Center.

The answers to all things Facebook are in the Facebook Help Center.

When a request is submitted through Demandforce Easy Coupons, the title of the coupon they wish to redeem will be shown in the "describe your needs" section of the appointment request. You'll know exactly who wants to redeem a coupon, and which coupon they'd like to use.

Yes, our applications are coded to work with new Facebook Pages.

Please make sure that you have added the application to your Facebook Page. If the application continues to ask you to authorize, it's most likely because the app was not actually installed on your Facebook Page (It's on your account, perhaps your Profile Page?).

Be sure to click "Add to Page" during your installation process, and double check with the installation instructions we've provided if you chose self-install.

1. Locate the computer where you installed Demandforce D3 (this is usually a server)
2. Locate the "Demandforce D3 Link Data Upload Icon" on the desktop
3. Double click on the icon and select "Manual Upload"
4. Click "Ok" on the pop-up
5. Click "Finish" after the upload has completed

Demandforce can find email addresses for customers that currently have none listed in their record. Email Finder is an additional service Demandforce offers to help connect you with customers you don't have email addresses for. Once an email is gathered, an opt out request is emailed to all customers, letting them know you offer this new service which allows them to request appointments, confirm appointments, and refer their friends and family online. The customer can opt out from the service at any time.

Email search is done on the first of every month and is recurring until you turn Email Finder off. We usually return 20-25 percent of the records you submit. The cost for this service is 99 cents per valid email returned. You can enable this service by doing the following:

1. Log into Demandforce D3
2. Click in the "Setup" (upper right hand corner)
3. Click on "Email Finder" (lower left hand side)
4. Select the "On" radio button, initial, and "Save"

You can use the filters provider to narrow your search and limit how many records are submitted every month.

1. Log into Demandforce D3
2. Click in the "Setup" link
3. Click on "Email Collection" link on the left navigation bar
4. Click on the number in the "Matched" column
5. Check the box next to names you want to import
6. Scroll back up to the top of the page and click "Import"

This will automatically import the email addresses into your Demandforce D3 system only. You are responsible for ensuring these email addresses are also added to your Customer Management System. Welcome emails and Reminders will be sent that night.

In order to protect your data and computers, Demandforce D3 does not import your Email Finder results directly into your customer management system. You can export your Email Finder results as a .csv file to update your system. Please use the directions below to export your results:

1. Login to Demandforce D3
2. Click on "Setup"
3. Click on "Email Finder" in the left navigation bar
4. Click on the number in the "Matched" column
5. Click on the header "Email Finder Records Matched for..."

This will export your results into a .csv file so you can update your customer records.

When you update a customer record in your Customer Management System and that customer does not have an appointment on the schedule, Demandforce D3 will not pick up the email address. You can manually force us to pick up those email(s) by doing a complete data refresh:

1. Locate the computer or server where you installed Demandforce D3
2. Locate the "Demandforce D3 Link Data Upload" icon on the desktop
3. Doubleclick on the icon and select "Complete Refresh"
4. Click "Finish" after the upload is complete

If you have an older version of DF Link, follow the instructions below to refresh your
customer database:

1. Go to the computer we installed Demandforce D3 on
2. Locate the "Data Upload" icon on your desktop (royal blue and gray with DF in the button)
3. In the computer's system tray,
4. Locate the mini DF icon
5. Right click on the icon
6. Select complete refresh
7. Click finish when the upload is done

You can add as many users to your Demandforce account as you want. We've implemented a "Restricted User" status that gives you more control over who can see and have access to what in your Demandforce account. The restricted user cannot access Setup, Campaigns, and Reviews.

To add a new user,

1. Log in to Demandforce D3
2. Click on "Setup"
3. Click on "Users"
4. Clcik on "Add New User"

You can also edit and delete your users here. Remember, these users will show up as staff members on your business' Reputation page.

We offer a 3-to-1 value guarantee, this means for every dollar spent on Demandforce D3 you should receive three dollars in return in value. For more details, please log into your business portal and access the "3 to 1 Value Guarantee" training video under Training>Self-Running Videos or use the following information below:

Value is determined by:

1. Appointment confirmations
2. Satisfaction surveys
3. Reactivating lost customers
4. Referral
5. Revenue from appointments generated by Demandforce D3

In order to receive a free month, a refund request form needs to be submitted to Demandforce by the 15th of the month after the contested month. How to access the Free Month Request Form:

1. Log in to Demandforce D3
2. Scroll to the "Terms and Conditions" link at the bottom of the Dashboard
3. Scroll to section eleven
4. Click on the "Refund Request Form" link

Once you have completed the form, submit it to Customer Care

Demandforce supports the following browsers:

• Firefox
• Internet Explorer

Google Chrome renders for most of Demandforce, but you will notice that the editor you use to create Emails looks different.

1. Login to Demandforce D3
2. Click on "Setup"
3. Click on "Billing Information"
4. Update your credit card information, including the security code and billing address information
5. Click the "Update" button to save your changes