Difference between revisions of "Buyer's Guide"

Revision as of 14:57, 12 February 2016

The Supplier Directory is a collection of addon components which provide a member directory for a subset of membership, and the online capacity to upsell position and advertising. You determine which organizations are displayed by manually selecting each organization you wish to include.

Terms

Directory Landing Page 

The initial page where visitors land when they go to the directorty.

Directory Ad Types 

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Directory Banner Ads 

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Directory Placements 

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Directory Showcase Ads 

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Directory Subcategories 

Filter or heading associated with each organization.

Organization Subcategories 

These are records that associate organizations to Directory Subcategories.

Organizations 

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Account Contact 

The person at the organization who is responsible for the organization's listing

Account Contacts Group 

A group that contains all account contacts.

Banner Ad 

Horizontal, Vertical and Product Showcase positions

Product Showcase Ad 

Linkable rotating ads on the Directory Landing Page.

Enhanced Listings 

An enhanced listing is an enhancement to the Organization Details Page.

Organization Details Page 

Lists the details of an organization.

Premium / Priority Placement 

The position within the category and/or the position on the page where the organization's listing appears.

Roles

Site Owner 

The organization that runs the site.

Account Contact 

The person at the organization who manages their listing

Directory Administrator 

An employee of the Site Owner who assigns Account Contacts.

How-To

Setup the Supplier Directory

• Enter Organizations
• use the initialize tool
• check the appropriate organizations to Include in Directory
• individually assign Directory Subcategories to each Organization

Assign an Account Contact to an organization

• Edit the contact's people record and add them to the Account Contacts Group
• Edit the organization and select this contact as the Account Contact, under the directory tab.

Reference

Initialize Directory Records

Each organization in the system has a tab for the supplier directory. If an organization's initialized checkbox in the tab is clear, running this addon will initialize all the data in the Directory tab from other fields in the record.

Supplier Directory Settings

Use this tool to configure custom settings for the Supplier Directory.

Supplier Directory 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.

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

Customer Dashboard

Use Cases

Revision History