Difference between revisions of "Buyer's Guide"
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===Assign an Account Contact to an organization=== | ===Assign an Account Contact to an organization=== | ||
Revision as of 20:59, 16 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
- tbd
- Directory Banner Ads
- tbd
- Directory Placements
- tbd
- Directory Showcase Ads
- tbd
- Directory Subcategories
- Filter or heading associated with each organization.
- Organization Subcategories
- These are records that associate organizations to Directory Subcategories.
- Organizations
- tbd
- 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
- Setup your desired Directory Placements
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.
Create a New Standard Directory Placement
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 Placements”. This will display all of the Directory Placement records.
Click Add In the fields available create the name of the placement, check the active box to make it available for selection in the “organization subcategory” records. Then you need to specify a placement order in the “Priority” field. This field is used to sort placements within a subcategory by numerically descending.
How to update as standard placment to a priority placement
- The account contact calls the Directory Administrator (DA) who handles the change
- After manual sales transaction, the DA goes to the admin site to enter the placement
- To enter the placement, open Organization Subcategories and search for the organization. Edit if it is found, otherwise add a new record.
- Set to a priority listing, the Placement desired.
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
