Quickstart Guide

Last Revised: August 21, 2019 3:04 PM

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800-540-9398customercare@yougetitfirst.com

Welcome to the simple and effective world of the YOU® 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 locate you within, and enable your organization to send alerts, announcements, promotions and appointments instantly. Let’s get started.

Account Setup & OverviewQuickstart Guide

1Create Your Categories & GroupsChoose up to 8 categories to list your organization in.

Purchase options available for additional category listings ($100 each).

Add Your Organization’s UsersImport a csv (spreadsheet file), or enter manually

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

Upload Logo & Organization’s Name Images

Profile photo 1:1 square ratio

Organization’s name (graphic)

Ready to Send!

Invite your Recipient Groups - RemindAlertsAnnouncementsAds/PromotionsAppointments (Future Release)

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, alerts, appointments, and advertising. The YOU Mobile Application is the software that runs on mobile devices to receive, save, and share messages in real-time.

Category

YOU Dashboard Users can choose categories to be listed among to help app users find and subscribe to your messages. You can choose to be listed on up to 8 different categories, or additional categories at a small fee. Examples: School, Floral Shop, Auto Repair, or Restaurant.

Group

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 and deleted easily

Public Followers

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

Narrow Casting

By choosing categories to be listed in, your organization can “narrow cast” messages and advertisements to specific target marketed followers that are interested in your organization.

Helpful Tips

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

Organizational Users

People inside your organization that are allowed to access your YOU dashboard. You can define usersv 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

Login Screen

After recieving your onboarding confirmation email, login to

YOU Setup Glossary Login

dashboard.yougetitfirst.com

Setting Up Your Organization

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

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

Organization Profile

Locate the image/logo to upload from on computer.

Setting Up Your Organization

1000 PX

1000 PX

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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

Create Dashboard UsersOrganize your users

Small OrganizationsEnter 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 OrganizationsYou 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 Organizational 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 (Future Release)

Send Advertising

Setting Up Your Organization

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 Organization User prompting them to log into the dashboard, create a username and password, and download the YOU app to their phone.

Sending invitations to new organizational users

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

Dashboard Users: Under the Remind All column, users whohave accepted their YOU Dashboard invitation will disappear. If a user has not accepted the invitation, you may resend the invitation by clicking Remind All.

Blind Spot USA has selected you to be part of their Communication Team.

Download the YOU Get It First mobile app for your iPhone or Android device today and login to stay informed.

The YOU app is free, easy to install, and non-intrusive.

Your login email:

name@company.com

®

Start your dashboard administrator training here:

1. Welcome

2. Download Mobile App

3. Connect to Dashboard

4. Sending Alerts

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 choosingcategories to be listed in, your organization can “narrow cast” messages tospecific target marketed followers with specific special interests.

Additional Category Listings

You don’t need to limit your organization to being listed in only 4 categories.

Recipient GroupsInvite your followers

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

The minimum information required to invite a follower is anemail address.

A recipient group member can accept the invite from theirsmartphone after they have downloaded the YOU app. If anindividual receives the invite on their personal computer, themessage 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 groupor follow your organization in order to receive YOU messagesfrom your organization.

An organization can have up to 8 categories & recipientgroups. Use them in any combination equaling 8; it is yourchoice.

Remember, you don’t need to limit your organization tojust 4 groups.

Blind Spot USA has selected you to be part of their Communication Team.

Download the YOU Get It First mobile app for your iPhone or Android device today and login to stay informed.

The YOU app is free, easy to install, and non-intrusive.

Your login email:

name@company.com

®

Start your dashboard administrator training here:

1. Welcome

2. Download Mobile App

3. Connect to Dashboard

4. Sending Alerts

YOU Glossary

YOU Message

A 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.

Announcements

Save time and improve communication by sending announcements to your groups through a platform they will acknowledge and understand.

Ads / Promotions

Promote upcoming events, sales, fund raisers, & 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.

Alerts

Protect the well-being of your organization 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.

AlertsCrisis Management

Organizational users 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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Suspicious individual in building. Seen by room 112

Suspicious individual in building. Seen by room 112

Suspicious individual in building. Seen by room 112

Suspicious individual in building. Seen by room 112

Alerts 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 by this role before sending.

Sending & Composing Messages

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

Review budget and location settings. When ready press SEND.

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 Ads 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 by this role 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 YOUreal time reports and include:

Delivery Reporting Impression Reporting

Reporting

Reporting, Support, and Growing Your Following

Saved

Deleted

Touched

Delivered

Add YOU to your communication and marketing campaigns.

Best Growth Strategies & Ideas: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 Organization 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

support@yougetitfirst.com

For technical assistance or questions, please contact YOU Technical Support

There is no fine print here. If you are not satisfied for any reason with yourmembership with You Get it First in the first 90 days following checkout, wewill refund your Set-up fee, User Fees, Site Fees and any fees for messagesyou have sent. There is a catch though, we will ask you WHY. And that’s it!

We Got You