Categories
With frequent changes from day to day, contact categories maintains consistency to eliminate resends. Distribution lists and emails are automatically configured based on how Croogloo organizes all Contacts by Category.
There are six contact categories to select from, including:
CREW - distribution start and end date to automatically schedule email to crew
CAST - link Agent(s), Manager(s), Tutor(s), etc, to prompt Cast distribution runs with option to include Agent(s) before sending
AGENT - pair Cast to prompt Agent distribution runs with option to include Cast before sending
STUDIO - notify studio to latest assets without sending email
UNION - reps set to distribution lists
VENDOR - purchase order and status tracking
Contact Category Management
Navigate to the contacts menu. Here, find tabs for all categories.
Use these categories to easily view and filter contacts.
Linking Agents and Cast Members
The agent and cast categories offer a unique feature of linking contacts for synchronized distribution.
Link a cast member to an agent or vice versa for synchronized distribution.
Crew & Crew List
The Crew category, is listed by department for convenience.
This section feature the ability to generate a Crew List for you by clicking the Crew List button and following the prompts.
See article on Generating a Crew List for details and how-to.
Also featured is the ability to set DooD for crew to automatically start/stop email distribution upon start, hold and end dates.
See article on Crew Distribution DooD for details and how-to.
Changing Contact Categories
To change the category of one or more contacts, select the box to the left of their name.
Proceed to Options and select Change Category
Select from the available Categories from the drop down menu.
Remember to confirm all changes.
Frequently Asked Questions
How do I import my contacts?
How do I import my contacts?
Find and click the "Add Contact" widget at the top right corner of every page in Croogloo. From here, select vCard to drag and drop a file, Google Contact Import to sync with a google account to import contacts, or finally Template to drag and drop a completed Excel form - this template automatically downloads when selected or can be found under the Templates tab.
How do I export my contacts?
How do I export my contacts?
Under "Contacts" and "Distribution" or "Distribution" and "Lists," select "Export" from the cogwheel icon labeled "List Options." You will then be prompted to select the distribution list for export. You may export the list as a vCard, Excel Sheet, or Google Contacts.
At this time, single contacts cannot be exported.
How do I reorder my crew list?
How do I reorder my crew list?
You can reorder your crew list by selecting "Order Members" on the crew page. Then, simply drag and drop crew members into your preferred order and click save.