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Quickstart Guide

Last Revised: June 22, 2017

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Satisfaction Guaranteed

Please email us for setup assistance:

customercare@yougetitfirst.com

Welcome to the simple and effective world of the messaging system.

This simple Quick Start Guide will help you in completing your organization’s YOU account setup. When complete, you will have successfully entered your organization’s private groups, created categories for your public followers to find you within, and enable your organization to send alerts, announcements, promotions, and appointments instantly. Let’s get started.

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Account Setup & OverviewQuickstart Guide

1Create Your Categories & GroupsChoose up to 4 categories to list your organization in

Choose up to 4 recipient groups

2 additional complimentary categories and 2 additional complimentary groups are available during the intro period.

Add Your Dashboard UsersImport a csv (spreadsheet file), or enter manually

Assign Dashboard User Permissions Automated User Invitation eMailAssign organizational user roles & permissions. These users have access to your YOU dashboard.

Upload Logo & Organization’s Name ImagesProfile logo 1:1 square ratio (512 x 512 or less)

Organization’s name (graphic)

Ready to Send!

Invite your followersAlertsAnnouncementsAds/PromotionsAppointments

Your Logo

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YOU is a Messaging System Application (MSA)The YOU messaging system is a cloud-based web portal that provides simple controls to send alerts, announcements, appointments, and advertising. The YOU Mobile Application is the software that runs on mobile devices to receive, save, and share messages in real-time.

CategoriesYOU Dashboard Admins can choose categories to be listed on the smartphone app so app users find and subscribe to your specific messages. You can choose to be listed on up to 8 different categories or additional categories.

Recipient Group (invited followers)YOU allows you to send messages to private groups within your organization as defined by the administrator. These groups are private and are invited into the YOU ecosystem exclusively by the system administrator. Private users can be added & deleted easily.

Public FollowersUsers of the YOU app can follow businesses & organizations, allowing them to receive announcements, alerts, ads, and appointments from those organizations. Anyone with a smart phone can download the YOU app free of charge and begin following their favorite businesses, organizations, and schools.

Narrow Casting & Paid PromotionsBy choosing categories to be listed in, your organization can “narrow cast” messages & advertisements to specific target marketed followers that are interested in your organization.

Helpful TipsThroughout this guide, you will see the “Helpful Tips” icon highlighting useful information on setting up and using YOU.

Dashboard UsersIndividuals inside your organization that are allowed to access your YOU dashboard. You can define users and assign rights based on your needs.

CSV File Comma-separated values (CSV) file format is a common and widely supported method for storing data in plain text. Most often edited in spreadsheet programs (Excel, Open Office Calc, Numbers), it is used to transfer information between databases.

Introduction: Setting Up Your Organization

YOU Setup GlossaryHere are a few terms that are commonly used with YOU Get it First

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Login Screen

After receiving your onboarding confirmation email, login to

Login

dashboard.yougetitfirst.com

Setting Up Your Organization

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Locate the symbol at the top right of the dashboard, select the Profile menu link.

Your Logo Image: Must be in a 1:1 square ratio, jpg file format.

Organization Profile

Locate the image/logo to upload from on computer.

512 PX

512 PX

Setting Up Your Organization

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Establish your YOU organization’s profile by uploading your logo.

Locate Profile Image and select the Upload New Image button.2

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Create Dashboard UsersOrganize your users

Small Organizations

Enter users into the YOU dashboard manually with your keyboard (User Name, Title, Cell Phone Number, and Email Address).

Create dashboard users to become your communication team.

Medium to Large Organizations

You can easily import your organizations users by downloading the user CSV file from the YOU Dashboard.

Populate this file with your organization’s user names & permissions, then import the file by selecting “+ Import CSV of Dashboard Users”

Assign User PermissionsChoose the level of functionality your Dashboard Users will have within the YOU environment. From the Dashboard Users page, select VIEW PERMISSIONS for each User whose permissions you want to edit.

AdministratorView and control all YOU functions and reports. We recommend not exceeding more than 3 Admin users

Workflow Admin Proof read messages, request revisions, or approve for sending

Add/Edit Templates

View Reports

Send Alerts

Send Announcements

Send Appointments (available 7/17)

Send Advertising

Setting Up Your Organization

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Organizational User Account Report

Monitor completed Organizational User account set-up completions. User actions will appear on a confirmation report to the administrator.

New Dashboard User Invitations

The YOU dashboard will send an automated email to each new Dashboard User prompting them to log into the dashboard, create a username & password, and download the YOU app to their phone.

Sending invitations to new organizational users

You have now successfully set up your YOU account. You can now begin editing and sending messages & alerts.

Dashboard Users: Under the Invite All column, users who have accepted their YOU Dashboard invitation will disappear. If a user has not accepted the invitation, you may resend the invitation.

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Create Categories“Narrow Casting” your message to special interest markets

Your organization will be listed within the YOU app for users to follow. Public followers can browse categories to find businesses & organizations of interest to them.

Choose up to 4 categories to list your organization within. By choosing categories to be listed in, your organization can “narrow cast” messages to specific target marketed followers with specific special interests.

Purchasing Additional Category Listings

You don’t need to limit your organization to being listed in only 4 categories. You can purchase additional categoriesfor $20.00.

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Recipient GroupsInvite your followers

A Dashboard user can enter a recipient group member individually or upload large groups using a CSV file.

The minimum information required to invite a follower is an email address.

A recipient group member can accept the invite from their smartphone after they have downloaded the YOU app. If an individual receives the invite on their personal computer, the message will direct them to their smartphone.

This is the same invite process as inviting a Dashboard user.

Note: Your dashboard users will need to be in a recipient group or follow your organization in order to receive YOU messages from your organization.

An organization can have up to 8 categories & recipient groups. Use them in any combination equaling 8; it is your choice.

Remember, you don’t need to limit your organization to just 4 groups. Purchase additional groups for $20.00 each.

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YOU Glossary

YOU MessageA communication - either an alert, announcement, appointment, or ad - containing some information, updates, advice, scheduling, or the like, sent by the YOU Get it First MSA.

AnnouncementsSave time and increase student learning hours by sending announcements to your students through a platform they will acknowledge and understand.

Ads / PromotionsPromote upcoming events, sales, fund raisers, and specials with eye-catching graphic advertisements.

Appointments (future function)Set, manage, and change appointments with students, parents, and staff in real time. Easily deliver Parent-Teacher Conference appointments directly to the source and include reminders. Can also be used to schedule salon, auto center, or any other appointment.

AlertsProtect the well-being of your students, teachers, and faculty by delivering alerts. When threats strike, you’re equipped with the right tool to save lives.

Introduction: Sending & Composing Messages

Now that you’re ready to use YOU, here are a few more commonly used terms.

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Alerts

Dashboard users with user permission “Send Alerts” can send Alerts quickly and easily from their smart phone.

AlertsSend Crisis/Threat Alerts to Groups, Followers, and Authorities

Open the YOU app. Select appropriate pre-made template.

Select the editable text box and enter message information in text input area (varies by template).

Press the send button in the upper right corner of the screen to send alert.

Your Alert will be sent to all users in your organization and to outside organizations if designated

Sending & Composing Alerts

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AnnouncementsSend Templated or Custom Announcements to Groups and Followers

Select a pre-made or saved announcement template, or choose to “Create” your own custom template.

• To choose a pre-made template select “I WANT TO SELECT A TEMPLATE”• Choose a template for your message• Confirm your selection

Enter your message, choose your Public Followers or Private Group(s) to send to.

Schedule your message sending time (immediate or delayed). Click SCHEDULE ITEM. Press CALCULATE to proceed to next step.

If a Workflow Admin has been assigned to your account, the message will need to be approved before sending.

Editing & Sending YOU Messages

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Choose your Public Followers or Private Group(s) to send to.

Review budget and location settings (optional targeting). When ready press SEND.

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Enter your message.

Advertisements

Select a pre-made or saved advertisement template, or choose to “Create” your own custom template.

If you create your own custom template, you can upload your own image, then choose template colors and fonts in the message editor.

Send Templated or Custom Advertisements and Paid Promotions to Groups and Followers

Choose your Private Group(s) and/or Public Followers to send to.

Schedule your message sending time (immediate or delayed).

If a Workflow Admin has been assigned to your account, the message will need to be approved before sending.

Calculate the promotion’s cost based on the number of recipients. Select SEND.

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Success of each YOU message type can be measured by YOU real time reports and include:

Delivery Reporting Impression Reporting

Reporting

Reporting & Growing Your Following

Saved

Deleted

Touched

Delivered

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Add YOU to your communication & marketing campaigns.

Best Growth Strategies:Signage (basic examples included) At Point of Sale Storefront Window Table Tents

Direct Mail

YOU on your Website

YOU on your Social Media

YOU on your Television Ads

YOU message in your Radio Ads

YOU logo on your Billboards

Encourage Users to share content via YOU.

Have your Dashboard Users share via YOU

At Public Relations - seamless communication.

Basic Style Guide:Available on Resource Tab:

Logo

Signage

Table Tent

Sample Email Template

Radio/TV Tagline

Build Your Following

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For technical assistance or questions, please contact YOU Customer Carecustomercare@yougetitfirst.com

There is no fine print here. If you are not satisfied for any reason with your membership with You Get it First in the first 45 days following checkout, we

will refund your Admin fee and any fees for messages you have sent. There is a catch though, we will ask you WHY. And that’s it!

We Got YOU