Help

Welcome to Tracs.app

This page will help you get started using Tracs.app

1. Home Page

2. Signup

3. Login

4. Dashboard

5. Make Introduction

6. Messages

7. Contacts

8. Templates

9. Signature

10. My Profile

11. Affiliation

1) Home Page:

Open your web browser. Visit: https://tracs.app

2) Sign up/Register:

Easily connect, collaborate, and keep track of your network. Sign up now at https://tracs.app/register and start building stronger relationships with your community.

3. Login

H7 members can log in without registration. All the H7 members are imported into the TRACS app.

H7 Members can reset their password using the “Forgot Password” link on the login page. It will send a password Reset link to the registered email. Clicking the link allows the user to generate a new password..

4. Dashboard

After a successful login, the user will be directed to the homepage.

On the homepage, click on the Dashboard button to see the Introduction Messages.

In the Dashboard, users can perform various actions. Use the “Make Introduction” button to initiate an Introduction message to introduce H7 Members to H7 Members or your contacts. You can add contacts in the Make Introduction page also.

5. Make Introduction

Once you click on the "Make Introduction" page, you’ll be directed to a form where you can choose members & Contacts to introduce using dropdown lists.

a) Choose a Member Type from the Directory dropdown list.

b) Next, use the Search option to find specific members By entering Their Name, Email and Business Name.

c) Select a member by clicking the checkbox next to their name.

d) The selected member’s details will then appear in the Selected Emails section.

e) Minimum 2 Parties Required

Make Introduction ->Sequence Order of the selected users/members

User can change the sequence of selected members by clicking the reorder button that appears below the Selected Members section

Once you click the Reorder button, the sequence of selected members is updated, and the email subject line is automatically modified to match the new order

Make Introduction -> Selecting Template

Users can choose an email template from the "Select Template" dropdown list. This list includes both admin level templates and

user created templates.

Managing user level Email Templates

Users can create their own email templates by clicking the "Manage Templates" link located next to the Select Template

dropdown.

Upon clicking Manage Templates, you will be redirected to the User Dashboard > Templates page. From there, you can add new templates or update existing ones as needed

Make Introduction -> Replace Tokens

When the user clicks the "Replace Tokens" button, the names of the selected members are automatically replaced with their corresponding tokens in the email content.

If the user attempts to send the email without replacing the tokens, an error message will be displayed prompting them to complete the token replacement first.

Dashboard: After Sending the Email

After clicking the Send button, the page will redirect directly to the Messages page.

Here, the user can view their list of messages, with the most recently sent messages displayed at the top

Dashboard -> Reply button

User can reply messages by clicking on the Reply button in the Dashboard

Dashboard -> Contacts

User can manage contacts form the Dashboard. User can import contacts of Phone, Google, Linkedin. To import contacts, download the template and prepare your contacts file and import. User can add individual contact by clicking on the Add Contact

Dashboard -> Signature

User can add signature to add the signature in the messages

Dashboard -> Templates

Admin will give a few templates. User add user specific templates for Introduction, Reply, Bump and more categories

Reply from Email

User can reply to the messages from email by clicking Reply button

Reply Button from Email without login the app

User can reply to the messages without login to the app

Reply Button from Email with login to the app

User can reply to the messages with login to the app. When logged in, it will show templates and Signature

User Profit Edit

Users can edit their profile. They can also check their profile view by clicking My Profile View button.

Profile Details page.

By clicking View My Profile, the user can check their profile details page

Contact Import

Users can import their own contacts. To import contacts, first download the template and prepare contacts in the specific format mentioned in the template.Then import the file.

Affiliation To TRACS

H7 members can have an affiliation to TRACS. H7 members can access this feature through User Dashboard > Account Settings > Affiliation.