1. TOP
  2. Functions
  3. Configuration
  4. Manage your account
  5. New account registration

New account registration

If you want to use BowNow's management screen with multiple people, you need to create a new account.
*Account creation and update is only for "License Account".

account information

[Required]Login ID Enter the ID for logging in to the management screen using 8 to 32 single-byte characters such as large and small letters, numbers, and symbols.
[Required]E-mail address E-mail address registration is required when creating an account.
Please note that you cannot register if your e-mail address is the same as another account.
* Please set the registered e-mail address to an address that can be received normally.

[Required]Password / Password (confirmation) This is the password for logging in to the management screen.
Click Auto Generate to automatically generate and set a complex password.
In any case, enter 2 to 8 single-byte characters, including two or more types of large and small letters, numbers, and symbols.
[Required]Contact name It will be the account name displayed on the management screen.
You can register in Japanese.
Available tracking code You can select the tracking code to be linked to your account.
Available features You can change the available contents for each account.
For details, followingI will summarize it in.
Initial display of lead information On the Find Leads screen, you'll see a list of leads that this account has been assigned to.
Even if the setting is ON, all items can be displayed by changing the person in charge condition at the time of search.
Remarks Please describe the remarks displayed on the account list page here.
Please enter within 1000 characters.

Precautions

  • * Please set the registered e-mail address to an address that can be received normally.
  • Automatically sent emails on the system If you repeat emails (bounces) that cannot be sent, it may be recognized as a system that repeatedly sends spam.
    As a result, we are concerned that automatic emails may no longer be sent to other users, so we ask that you set a valid email address.
  • Also, if you are in junk mail, please set so that you can receive the domain of the automatic sending address "@ bownow.jp" of the BowNow system.
  • If you have registered an e-mail address that you cannot receive, support may contact you.

Function settings

role

You can select a business role for each invited account.
"System Administrator","Marketing Strategy","Inside sales","field sales","Customer support","Customer success” and “Not set.”

If set to "System Administrator", alert emails from ABM Template Basic ver2.0 will be sent.
*Alert email when the email notification target is "system administrator"

"Not set" is selected for the initial selection when creating a new account, and for existing accounts created before the release of ver4.5.0.
Accounts created after the release of ver6.12.0 have "Field Sales" selected by default.
The license account is fixed to "System Administrator".

Available features

Administrative functions

Status management

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status
■ Corporate management: Find a company
■ Form files: Manage forms, manage files
■ Settings: Set the system, check the operation history, set the ABM template, set the webhook, manage the account

<< Available contents >>
You can use the status, group, tag, old mail delivery group creation, and favorite search registration functions.
* You can add it from the system settings.
* From ver4.0.0, the name has been changed from the mail delivery group to the old mail delivery group.

Manage custom fields

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status
■ Corporate management: Find a company
■ Form files: Manage forms, manage files
■Settings: Set up the system, manage custom items, check operation history, set up webhooks, manage accounts

<< Available contents >>
You can use the registration function of custom items assigned to lead information.

Import / export of personal information

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check dashboards, create reports
■ Lead management: Find leads, view site status, register leads in bulk
■ Corporate management: Find a company
■ Form files: Manage forms, manage files
■Settings: Set up the system, check operation history, set up webhooks, manage accounts

<< Available contents >>
You can use import and export features such as leads, enterprises, and conversions.

Lead / Corporate Functions

Status change

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status
■ Corporate management: Find a company
■ Form files: Manage forms, manage files
■Settings: Set up the system, check operation history, set up webhooks, manage accounts

<< Available contents >>
You can use the function to change the status, group, tag, contact person, and old mail delivery group.
* You can add or delete the existing status to the lead.
* From ver4.0.0, the name has been changed from the mail delivery group to the old mail delivery group.

Individual registration / change

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status, register leads
■ Company management: Find a company, register a company
■ Form files: Manage forms, manage files
■Settings: Set up the system, check operation history, set up webhooks, manage accounts

<< Available contents >>
You can use the function to register leads and company information individually.

Content features

Content registration / change

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status
■ Corporate management: Find a company
■ Form file: Manage form, register form, register linked form, manage file
■Settings: Set up the system, check operation history, set up webhooks, manage accounts

<< Available contents >>
You can use the functions for creating forms and login contents, and registering files.

Mail function * Old mail

Registration / change of mail delivery

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status
■ Corporate management: Find a company
■ Form files: Manage forms, manage files
■ Email: Send an email
■Settings: Set up the system, check operation history, set up webhooks, manage accounts

<< Available contents >>
-You can use the mail delivery function.

Mail function * New mail

Browsing mail delivery

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status
■ Corporate management: Find a company
■ Form files: Manage forms, manage files
■ Email: Manage email
■Settings: Set up the system, check operation history, set up webhooks, manage accounts

<< Available contents >>
・ You can view the delivery results and contents of simultaneous delivery mails and trigger delivery mails.
* The mail delivery function (create / change) and setting change function cannot be used.

Registration / change of mail delivery

* The "Register / Change Mail Delivery" function cannot be used unless the "View Mail Delivery" function is checked.

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status
■ Corporate management: Find a company
■ Form files: Manage forms, manage files
■ Email: Manage emails, compose emails, manage email images
■Settings: Set up the system, check operation history, set up webhooks, manage accounts

<< Available contents >>
・ You can check the delivery result and delivery contents of simultaneous delivery mail and trigger delivery mail.
-You can use the mail delivery function (create / change) and the setting change function.

Email delivery settings

* The "Mail delivery settings" function cannot be used unless "View mail delivery" and "Register / change mail delivery" are checked.
It is not possible to use only "Mail delivery settings".

<< Screens that can be viewed >>
■ Start page
■ Data analysis: check the dashboard
■ Lead management: Find leads, view site status
■ Corporate management: Find a company
■ Form files: Manage forms, manage files
■ Email: Manage emails, compose emails, manage email images, set email delivery
■Settings: Set up the system, check operation history, set up webhooks, manage accounts

<< Available contents >>
・ You can check the delivery result and delivery contents of simultaneous delivery mail and trigger delivery mail.
-You can use the mail delivery function (create / change) and the setting change function.
・ E-mail delivery setting functions such as managing the sender's e-mail address and checking the e-mail address of the lead
 You can use it.

Available tracking code

The tracking code information created on the management screen will be displayed.
If you do not check it, you will not be able to check the tracked information, so please check the tracking code information you want to view.

Personal Settings

Language

The language used in the management screen can be set to "Japanese", "English", "Vietnamese", and "Thai".

Initial display of lead information

On the Find Leads screen, you'll see a list of leads that this account has been assigned to.
Even if the setting is ON, all items can be displayed by changing the person in charge condition at the time of search.

ABM template notification

Do not send ABM template email notifications to accounts with the check box cleared.
(Only when it is ON, a notification email to the administrator and a notification email to the person in charge will be sent.)
The check box "ON" is set for the initial selection when creating a new account, and for existing accounts created before the release of ver4.5.0.

Study session information