Buyer's Guide - Revision history

Admin: /* Setup a Product Showcase Ad */

2016-11-15T14:21:20Z

‎Setup a Product Showcase Ad

Admin: /* Buyer's Guide Vanity URL Processor */

2016-11-15T14:20:19Z

‎Buyer's Guide Vanity URL Processor

Admin: /* Reference */

2016-11-15T14:19:47Z

‎Reference

Admin: /* Create an Enhanced Listing */

2016-11-15T14:16:32Z

‎Create an Enhanced Listing

Admin: /* Assign a new directory sub-category placement association for an organization (or How to add an organization to the guide by category) */

2016-11-15T14:15:37Z

‎Assign a new directory sub-category placement association for an organization (or How to add an organization to the guide by category)

Admin: /* How-To */

2016-11-15T14:14:23Z

‎How-To

Admin at 14:11, 15 November 2016

2016-11-15T14:11:12Z

Admin: Admin moved page Supplier Directory to Buyer's Guide

2016-11-14T20:54:55Z

Admin moved page Supplier Directory to Buyer's Guide

Admin at 18:55, 2 March 2016

2016-03-02T18:55:20Z

Admin: /* Assign a new directory sub-category placement association for an organization (or How to add an organization to the guide by category) */

2016-03-02T18:52:09Z

‎Assign a new directory sub-category placement association for an organization (or How to add an organization to the guide by category)

@@ Line 107: / Line 107: @@
 ===Setup a Product Showcase Ad===
-When a user calls in to upgrade to purchase a Product Showcase Ad, the Admin takes the request over the phone, including credit card information and enters the transaction into MemberMax.  Once the transaction is complete, the Tracy goes to the admin site and enters the update to the account for the showcase ad(s).
+When a user calls in to upgrade to purchase a Product Showcase Ad, the Admin takes the request over the phone, including credit card information and enters the transaction into MemberMax.  Once the transaction is complete, Admin goes to the admin site and enters the update to the account for the showcase ad(s).
 First, navigate to the admin site to find the appropriate information bucket; Admin/manage add-ons/supplier directory, click on the “+” sign to open the information buckets, click on “Directory Showcase Ads”.

@@ Line 142: / Line 142: @@
 This tool creates a custom vanity URL on the website for every organization in the system. The URL is constructed as [Buyer's Guide Vanity URL Prefix] + [Organization Name], then special characters such as & and ? are replaced with dashes. The [Buyer's Guide Vanity URL Prefix] is a value you can set in the Buyer's Guide Settings. Be careful to ensure the final name is not used on the website for other pages or services.
-for example, if you set the [Supplier Directory Vanity URL Prefix] = "Directory/" and you have a organization named "ACME Shoes", a URL will be created http://www.yoursite.com/Directory/ACME-Shoes
+for example, if you set the [Buyer's Guide Vanity URL Prefix] = "Directory/" and you have a organization named "ACME Shoes", a URL will be created http://www.yoursite.com/Directory/ACME-Shoes
 ===Customer Dashboard===

@@ Line 121: / Line 121: @@
 ==Reference==
 ===Initialize Directory Records===
-Each organization in the system has a tab for the directory. The fields in that tab are what the directory displays. To copy the fields from the details tab to the directory tab, go to the bottom of th e directory and uncheck the box label Directory Fields Initialized and click OK.
+Each organization in the system has a tab for the directory. The fields in that tab are what the directory displays. To copy the fields from the details tab to the directory tab, go to the bottom of the directory and uncheck the box label Directory Fields Initialized and click OK.
-===Supplier Directory Settings===
+===Buyer's Guide Settings===
-Use this tool to configure custom settings for the Supplier Directory.
+Use this tool to configure custom settings for the Buyer's Guide.
 This link allows you to control some of the settings for the directory; the items that you can manage globally are represented in the fields below:
-First, navigate to the admin site to find the appropriate information bucket; Admin/manage add-ons/supplier directory, click on the “+” sign to open the information buckets, click on “Supplier Directory Settings”. This will open a form that allows you to edit settings.
+First, navigate to the admin site to find the appropriate information bucket; Admin/manage add-ons/Buyer's Guide, click on the “+” sign to open the information buckets, click on “Buyer's Guide Settings”. This will open a form that allows you to edit settings.
-*SUPPLIER DIRECTORY MEMBER LINK –
+*Buyer's Guide MEMBER LINK –
-*SUPPLIER DIRECTORY MEMBER COMPANY CAPTION- This is the display of the text mentioned above.
+*Buyer's Guide MEMBER COMPANY CAPTION- This is the display of the text mentioned above.
-*SUPPLIER DIRECTORY MEMBER COMPANY LINK - This is the destination link for the text that displays when a listing is a member of TCA
+*Buyer's Guide MEMBER COMPANY LINK - This is the destination link for the text that displays when a listing is a member of TCA
-*SUPPLIER DIRECTORY EXHIBITOR CAPTION – The display text when an organization is an exhibitor
+*Buyer's Guide EXHIBITOR CAPTION – The display text when an organization is an exhibitor
-*SUPPLIER DIRECTORY EXHIBITOR LINK – This is the destination link for the caption above
+*Buyer's Guide EXHIBITOR LINK – This is the destination link for the caption above
-*SUPPLIER DIRECTORY SHOWCASE CAPTION - The display text for the Directory Showcase Ad
+*Buyer's Guide SHOWCASE CAPTION - The display text for the Directory Showcase Ad
-*SUPPLIER DIRECTORY TEST MODE – When checked the system will not send system emails to the contacts in the accounts but to the test email entered in the below field
+*Buyer's Guide TEST MODE – When checked the system will not send system emails to the contacts in the accounts but to the test email entered in the below field
-*SUPPLIER DIRECTORY TEST EMAIL ADDRESS – This where you enter the test email address
+*Buyer's Guide TEST EMAIL ADDRESS – This where you enter the test email address
-===Supplier Directory Vanity URL Processor===
+===Buyer's Guide Vanity URL Processor===
-This tool creates a custom vanity URL on the website for every organization in the system. The URL is constructed as [Supplier Directory Vanity URL Prefix] + [Organization Name], then special characters such as & and ? are replaced with dashes. The [Supplier Directory Vanity URL Prefix] is a value you can set in the Supplier Directory Settings. Be careful to ensure the final name is not used on the website for other pages or services.
+This tool creates a custom vanity URL on the website for every organization in the system. The URL is constructed as [Buyer's Guide Vanity URL Prefix] + [Organization Name], then special characters such as & and ? are replaced with dashes. The [Buyer's Guide Vanity URL Prefix] is a value you can set in the Buyer's Guide Settings. Be careful to ensure the final name is not used on the website for other pages or services.
 for example, if you set the [Supplier Directory Vanity URL Prefix] = "Directory/" and you have a organization named "ACME Shoes", a URL will be created http://www.yoursite.com/Directory/ACME-Shoes

@@ Line 83: / Line 83: @@
 ===Create an Enhanced Listing===
-When a user calls in to upgrade to an Enhanced listing, the Supplier Guide rep takes the request over the phone, including credit card information and enters the transaction into invoice manager.  Once the transaction is complete, the admin goes back to the site and enters the information
+When a user calls in to upgrade to an Enhanced listing, the Buyer's Guide rep takes the request over the phone, including credit card information and enters the transaction into invoice manager.  Once the transaction is complete, the admin goes back to the site and enters the information
 Navigate to the admin site to find the appropriate information bucket; Admin/manage add-ons/supplier directory, click on the “+” sign to open the information buckets, click on “organizations”.

@@ Line 52: / Line 52: @@
 ===Assign a new directory sub-category placement association for an organization (or How to add an organization to the guide by category)===
-Open Manage Add-ons, look for and click on Suppliers Guide,  Click on "Organization Subcategories" This will display all of the current records that associate organizations to categories.
+Open Manage Add-ons, look for and click on Buyer's Guide,  Click on "Organization Subcategories" This will display all of the current records that associate organizations to categories.
 To create a new record at the top of the page click on the “Add” button.  This will open a blank record.  Here you need to:
 # check the “approved” box to make the record show on the site,

@@ Line 24: / Line 24: @@
 ==How-To==
-===Setup the Supplier Directory===
+===Setup the Buyer's Guide===
-Go to the navigator and open manage add-ons, look for an open supplier guide. Here you will find the tables and tools to setup and manage the suppliers guide.
+Go to the navigator and open manage add-ons, look for an open supplier guide. Here you will find the tables and tools to setup and manage the Buyer's Guide.
 * Enter Organizations into organizations table
-* use the initialize tool - the initialize tool is in the suppliers guide add-on collection in the navigator,  running this add-on will initialize all the data in the Directory tab from other fields in the record this only needs to be run once.
+* use the initialize tool - the initialize tool is in the Buyer's Guide add-on collection in the navigator,  running this add-on will initialize all the data in the Directory tab from other fields in the record this only needs to be run once.
 * Add directory subcategories to the table Directory Subcategories, these are the business classification filters for the directory.
 * check the appropriate organizations to Include in Directory, by checking the box "include in directory" under the directory tab in the organization record, and then individually assign Directory Subcategories to each Organization
 * Assign account contacts to those included organizations
-===Setup the Supplier Directory===
+===Setup the Buyer's Guide===
-To begin using the directory, you must install it on your site, update your data and add the Supplier Directory addon to your public site.
+To begin using the directory, you must install it on your site, update your data and add the Buyer's Guide addon to your public site.
-The Supplier Directory handles its ecommerce transactions with the Invoice Manager. If you do not already have it installed, it will be installed automatically.
+The Buyer's Guide handles its ecommerce transactions with the Invoice Manager. If you do not already have it installed, it will be installed automatically.
-# Open the Addon Manager and install the Supplier Directory
+# Open the Addon Manager and install the Buyer's Guide
-# Open the Admin Navigator to the Supplier Directory folder. Click on Directory Categories and add the Categories you would like to appear in your directory. Each Subscategory you enter also has the main category under which it will be located.
+# Open the Admin Navigator to the Buyer's Guide folder. Click on Directory Categories and add the Categories you would like to appear in your directory. Each Subscategory you enter also has the main category under which it will be located.
-# [[#Add an Organization to the Supplier Directory|Add an Organization to the Supplier Directory]]
+# [[#Add an Organization to the Buyer's Guide|Add an Organization to the Buyer's Guide]]
-===Add an Organization to the Supplier Directory===
+===Add an Organization to the Buyer's Guide===
 # Add or edit the organizations you would like to appear by selecting Categories in the Categories tab
 # Check the box in the Directory tab to include this organization.

@@ Line 1: / Line 1: @@
-The Supplier Directory is a collection of addon components which provide a member directory for a subset of membership. The functionality is designed to encourage suppliers guide listees to upgrade their display in the guide.  They can do this by paying for banner ads, enhanced listings, priority placement within a category. You the owner of the site determine which organizations are displayed by manually selecting each organization you wish to include.
+The Buyer's Guide is a collection of addon components which provide a member directory for a subset of membership. The functionality is designed to encourage suppliers guide listees to upgrade their display in the guide.  They can do this by paying for banner ads, enhanced listings, priority placement within a category. You the owner of the site determine which organizations are displayed by manually selecting each organization you wish to include.
 ==Terms==
-; Directory Manager : The individual with the website who is responsible for managing the supplier directory
+; Directory Manager : The individual with the website who is responsible for managing the Buyer's Guide
 ; Account Contact : The contact as the customer/member organization who is responsible for the organization's listing
 ; Directory Landing Page : The initial page where visitors land when they go to the directory.
 ; Directory Ad Types : tbd
-; Directory Banner Ads : these are records that are created by Supp Guide admins and managed by Organization account contacts
+; Directory Banner Ads : these are records that are created by Buyer's Guide admins and managed by Organization account contacts
-; Directory Placements : the list of available placements (display order) that can be purchased in the supplier guide
+; Directory Placements : the list of available placements (display order) that can be purchased in the Buyer's Guide
 ; Directory Showcase Ads : these are the ads that rotate within the subcategory list on the landing page of the directory
 ; Directory Subcategories : Filter or heading for business classifications that can be associated with each organization.

← Older revision	Revision as of 20:54, 14 November 2016
(No difference)

@@ Line 57: / Line 57: @@
 # select the organization from the drop down list field “Organization”,
 # select the subcategory you wish to associate the organization to,
-# Select the type of placement, and set the date expired.  (Note: If this is one of the 3 free listing leave the date expired blank).
+# Select the type of placement (if you don't select a placement type the listing will not display), and set the date expired.  (Note: If this is one of the 3 free listing leave the date expired blank).
 # Click "OK" to save the record or "save and add" to save and add another.