Difference between revisions of "Buyer's Guide"
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* Edit the organization and select this contact as the Account Contact, under the directory tab. | * Edit the organization and select this contact as the Account Contact, under the directory tab. | ||
| − | === | + | ===Updating a Standard Directory Placements=== |
| − | + | Admin/manage add-ons/supplier directory, click on the “+” sign to open the information buckets, click on “Organization Subcategories”, these are all the records that associate organizations to categories. Using “filters” search for the organization you need. This will return all of the current sub-categories for the organization. | |
| − | + | ||
| − | + | If the priority listing is for an existing association you can edit the listing, by clicking on the “edit icon” (green paper with pencil) and open the record. | |
| + | |||
| + | With the record open you update the listing to a priority by selecting what they purchased from the drop down menu called “*Placement”. | ||
| + | |||
| + | Once done click on the “OK” button at the top or bottom of the record and your changes will be saved and reflected on the directory. | ||
===How to update as standard placment to a priority placement=== | ===How to update as standard placment to a priority placement=== | ||
Revision as of 20:55, 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
Supplier Directory Settings
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.
SUPPLIER DIRECTORY MEMBER LINK – SUPPLIER DIRECTORY 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 SUPPLIER DIRECTORY EXHIBITOR CAPTION – The display text when an organization is an exhibitor SUPPLIER DIRECTORY EXHIBITOR LINK – This is the destination link for the caption above SUPPLIER DIRECTORY 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 SUPPLIER DIRECTORY TEST EMAIL ADDRESS – This where you enter the test email address
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.
Updating a Standard Directory Placements
Admin/manage add-ons/supplier directory, click on the “+” sign to open the information buckets, click on “Organization Subcategories”, these are all the records that associate organizations to categories. Using “filters” search for the organization you need. This will return all of the current sub-categories for the organization.
If the priority listing is for an existing association you can edit the listing, by clicking on the “edit icon” (green paper with pencil) and open the record.
With the record open you update the listing to a priority by selecting what they purchased from the drop down menu called “*Placement”.
Once done click on the “OK” button at the top or bottom of the record and your changes will be saved and reflected on the directory.
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
