Clickety Welcome Guide

Clickety is designed to help you work with people in a way that makes your decisions easier and your interactions more authentic and engaging.

Collecting contact information like baseball cards or processing people like tasks on a list aren’t the goal - instead, we want to help you be deliberate about who you spend your time with, remember the important human parts of your connections, and make sure that your network isn’t just big, but that it is strong, meaningful, and healthy.

This guide will walk you through the primary components of Clickety. Once you are familiar with People, Groups, and Interactions, you can start to use Clickety to make people decisions quickly and comfortably.

Prefer video? Check out https://www.youtube.com/watch?v=OOvjLIsaIo4

Clickety Basics

Log in at run.clickety.app using the email that received the beta access invitation to authenticate.

The key components of Clickety are People, Groups, and Interactions.

People are the people you know.

Groups are the contexts in which you know people.

Interactions are specific events where you and a person connect.

People

Our Person profile card has

Profile card

A) Name

We’ll infer a person’s name from your emails and calendar events or use the email address itself if that’s not straight-forward, but you can adjust someone’s name as needed. Adding a description will make getting context easier in the future, and is particularly useful for people you have just met or interacted with only briefly.

I don’t know about you, but I’ve saved contacts in other apps as “Kris Karaoke” or “Max, Terri’s friend” so I’d have context when/if they reached out. Now that I have descriptions, I can have the context and they can have their name.

B) Groups

We’ll cover these more in-depth in the next section, but some example Groups could be Direct Reports, People Who Live In Seattle, Potential Sponsors, Book Club. People have a lot of different contexts, so the more you know someone, the more groups you are likely to add them to.

C) Interactions

We believe that quality interactions are the key to healthy networks. We also believe that you don’t have to manually log every time you interact with someone. Clickety renders emails and calendar events as interactions with people. Integrations with additional tools are on the horizon, but you can add manual activities in the interim (this is super useful for adding notes during a 1:1, for example!).

D) Aliases

People you know are likely to have multiple ways of being contacted. I have a personal email, a work email, an email for a community organization I volunteer with, and several emails I no longer use. Associating those aliases ensures you can keep multiple contexts for a person in mind.

People you know are likely to have multiple ways of being contacted. Associating those handles as aliases ensures you can keep multiple contexts for a person in mind.

Groups

Groups allow you to associate people with different contexts. The Activity Feed for a group will only show the interactions with members of that group. Groups currently have 2 views: Table View and Board View.

Table view is convenient for looking at all people in the group, and is sortable so you can find who you are looking for.

Board view allows you to sort a group’s members into Stacks. It’s ideal for tracking what stage in a process someone is in. board for organizing a retirement party

Stacks are also useful for declaring intent. A Keep In Touch Board uses stacks to track how often you want to reach out. Setting the stacks by least recently interacted with means that when you look at your board, you will see the people who are most in need of hearing from you at the top. Keep in touch board

Interactions

Interactions are great for tracking recency, but networking is more than just saying ‘Hi’ occasionally.

Any interaction can have a follow up associated with it - that will help you to track who needs to get back to you and who you need to follow up with. An hourglass icon will appear for any person associated with that interaction. That icon will also link to all interactions that have a follow up. If you would like to see all of your follow ups, click on the link at the top left. follow up roll up view

You can add a follow up by either opening an interaction in Clickety and clicking the follow up toggle, or you can bcc or forward an email to followup@clickety.email. follow up toggle

What Next?

  • Add other Google accounts by clicking your account settings in the bottom left
  • Sign up for the mailing list below this article
  • Follow us on LinkedIn and Twitter
  • Check out our docs at https://clickety.app/docs/
  • If you need help, get help from support by emailing support@clickety.app
  • Launch support chat by clicking the speech bubble in the app image of intercom chat icon