INTRODUCING YOUR VIRTUAL ASSISTANT, PENNY
We are thrilled to kick off the introduction of the Penny app to Advisors!
Our goal at Home Office is to equip you, as an Advisor, with tools to grow your CM business. In addition to our regular marketing support provided with each launch, we are now adding the Penny app to your options for reaching new customers individually and gaining efficiencies with your 1:1 Customer Care. And because Home Office is covering the costs, Penny is available to you for FREE!
You’ll want to read through the information below to determine if you are ready for the Penny app to help you grow your CM business.
WHAT IS THE PENNY APP?
Penny is like having a virtual assistant who gets insights from your Creative Memories Advisor HQ data. Penny learns your business and gives you suggestions for who to connect with, what to do and recommends when to do it.
For instance, Penny will notify you when you receive a new online customer order and will serve up reminders to you to reach out to affiliated customers who placed an online order with you in the past but haven’t ordered in a while. Penny even gives you tips on what to say and connects you to a Creative Memories content library of promotional graphics and scripts.
The Daily
Creates a daily list of tasks that makes staying on top of your business super easy and stress-free.
Help & Learning
Learn how to leverage all of Penny's features at your fingertips.
Working with Prospects
Helps sort your contacts into categories, reach out to them and schedules follow-up reminders.
LevelUP and Pennyverse
Improve your business and sales skills with lessons from industry experts.
Marketing
Helps categorize and sort your customers so you can send them relevant content.
Customer Service
Get scheduled reminders to ensure no customers fall through the cracks. Penny automates touchpoint tasks for customers as soon as they make an order so you can keep track of their shipments and check in with them periodically.
HOW PENNY CAN HELP YOU
Penny Is Here To Help You:
- Delight your current affiliated customers, never letting anyone slip through the cracks again (it is possible to track offline sales in the Penny app, but it is optimized right now to track your online customer orders).
- Find new customers and team members.
- Work SMARTER, not harder, for more success than ever.
- Focus on actions that build your business each day — saving you time and growing your business.
- Curious to know more about Penny? You can check out the Penny origin story here.
- NEW: Use Penny's Expert Checklist PDF to become skilled in the app. Download PDF here. And you can access Penny's Help & Learning Center 24/7!
GETTING PENNY-PREPARED
To Start Using Penny:
- On your mobile phone, head to the App Store (Apple) or Google Play Store (Android) and download Penny. Note: You must use the same email address you use for your Creative Memories account when setting up your Penny account.
- As you follow the steps, choose “Creative Memories” as your organization.
- Next, use your Creative Memories website login credentials to connect to your account.
Important: Once you are connected, the Penny app will begin to sync your Advisor data. Depending on the amount of data in your account, syncing may take up to 24 hours.
Looking for a step-by-step guide? Check out this 2-minute video or follow along here.
When creating your Penny account and syncing with your CM Advisor account for the first time:
- Your Penny account credentials can be any email and password you choose. Note: Your Penny credentials do not have to be the same as your CM Advisor account credentials. We would suggest your passwords differ for security reasons. Whatever you choose, you’ll want to make sure you have a safe record of your logins and passwords.
- Once your Penny account is created, choose “Creative Memories” as your organization.
- To sync your Creative Memories data with your Penny account, you will need to enter your Creative Memories Advisor account email and password.
- After you’ve finished that step, give syncing some time. It may take up to 24 hours.
Once your Penny account and your Creative Memories account are synced, they should stay synced. For instance, any changes you might make in the future to update your email addresses or passwords in your Penny or Creative Memories accounts should not affect the backend connection between the two accounts. However, the login credentials changed on your CM account won't migrate to your Penny account and vice versa.
We are thrilled to be able to provide you with this helpful tool to take your business to the next level!
PENNY TRAINING SESSIONS
Learn how to make the most of the Penny App
with these Creative Memories Training Sessions:
- Penny Field-Wide Launch Webinar — Oct. 26 at 12pm CT. CEO Alison Dutton will offer an introduction to Penny, then the Penny Trainers will walk you through how to get started with this helpful tool. Watch the Recording
- Birthday Week & the Penny App — Nov. 1 at 5pm CT. Join Chris Kennedy, one of Penny's Field Trainers, who will demonstrate the Content Library, including using Home Office-provided content for the Birthday Week promo to maximize sales and make completing your tasks quick and efficient! Chris will also demonstrate how to create and categorize your own custom content, so come ready with a piece of content you'd like to upload to your account! Watch the Recording
- The Power of Customer Care — Nov. 8 at 5pm CT. You’ve learned how to make the most of a promo and launch, now tune in to see how to grow your business with Penny’s customer care (aka Working with Prospects) features! During this session, Chris will walk you through the “Fill Your Funnel” feature and you’ll see how easy and fun customer care can be. Watch the Recording
- Making Lists Work for You — Nov. 15 at 5pm CT. If you're wanting to maximize your time, Chris will not only show you how to create Custom Lists, but how to filter those lists so you're targeting the right customers! Chris will also demonstrate how to send multi-messages via SMS text messaging, so you’ll want to bring your cell phone along with you to this session. With the Black Friday promo going on, custom lists are a great feature to learn and utilize now to boost your sales! Watch the Recording
- Power Sessions Wrap-Up — Nov. 22 at 5pm CT. In this final Power Session, Chris will offer must-know tips to make the most of your My Business dashboard and customer sales information and will be addressing some of Advisors’ most commonly asked questions. Watch the Recording
- Penny+ — Jan. 5 at 5pm CT. Amp up your skills with the Penny+ desktop extension! Learn all about how Penny+ will connect back to your mobile app and connect with your social media accounts for even more effective outreach! Watch the Recording
Penny Test Fest Training Sessions
Here are the takeaways from Test Fest by topic!
PENNY CUSTOMER SUPPORT
When you have questions about the Penny App or need support, the Penny team is happy to help! First, you’ll want to check out Help.PennyApp.com — it’s likely that the answers you’re looking for are covered!
If you need to reach the Penny support team:
- Via the app: Tap on “More,” then “Live Chat.”
- Via the website Help.PennyApp.com: Click the Chat bubble at the bottom right of your screen
- Via email: Support@PennyApp.com
The Penny Chatbot is available 24/7 and Live Chat is available Monday-Sunday 11am-7pm CT.