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1. Log in to your Front Office everyday
2. Utilize the Dashboard as your hub for relevant and current information
3. Go out to social events and gatherings to promote your business
4. Order marketing materials right away to use as a conversation piece
5. Market your web page and gather contact information
6. Utilize the Action Generator to drive prospect communication & conversion
Images, Documents and Media can easily be shared with users allowing them create campaigns with compliant content. When administrators update or edit shared content, content is immediately updated to user's within their network.
Sharing Images
Shared Images allow users with set permissions to view and download in the Library Generator.
Share an Image
1 Click on Library Generator.
2 Click on Images sub tab.
3 Click on the name of the image.
4 Under Image Details, you will see Content Sharing.
5 Permission Groups Available will display the permission groups within your group.
6 Click on a Permission Group and then click the + box.
7 The Permission Group will now display under Permission Groups Shared With.
8 Repeat for multiple permission groups.
9 Click Save Changes.
Shared Images In Library Generator
Shared Images will be available in the Library Generator to users. Users cannot edit shared images, but may download images based on their permission.
Shared Images in Prospect Generator
These images will also be available in the Prospect Generator for users
with permissions to create email messages and lead signup forms.
Shared Images in Web Builder
Shared images will be available in the Web Generator for users with permissions to create Build Your Own Web Pages, using Tools: Custom Images and Tools: Custom Images No Stretch. They will also be available to use when creating Image Links with the Link Generator Tool.
Un-Sharing Images
Un-sharing images is administered as simply as sharing images. When images have been shared with users with your network, and then un-shared, these images will no longer be available to users.
Un-Sharing an Image
1 Click on Library Generator.
2 Click on the Images sub tab.
3 Click on the name of the image.
4 Under Image Details, you will see Content Sharing.
5 Under Permission Groups Shared With, click on a Permission Group and then
click the - box.
6 Repeat for multiple permission groups.
7 Click Save Changes.
Un-shared images will automatically be unavailable to users. Users that have used an image when building a campaign, the image will still display, however the image will be unavailable when creating campaigns.
Sharing Documents
Shared Documents allow users with set permissions to download in the Library Generator.
Share a Document
1 Click on Library Generator.
2 Click on Documents sub tab.
3 Click on the name of the document.
4 Under Document Details, you will see Content Sharing.
5 Permission Groups Available will display the permission groups within your group.
6 Click on a Permission Group and then click the + box.
7 The Permission Group will now display under Permission Groups Shared With.
8 Repeat for multiple permission groups.
9 Click Save Changes.
Shared Documents In Library Generator
Shared Documents will be available for download in the Library Generator.
Shared Documents in Prospect Generator
These Documents will also be available in the Prospect Generator for users with permissions to create email messages and add documents as attachments.
Un-Sharing Documents
Un-sharing documents is administered as simply as sharing documents. When documents have been shared with users with your network, and then un-shared, these documents will no longer be available to users.
Un-Sharing a Document
1 Click on Library Generator.
2 Click on the Documents sub tab.
3 Click on the name of the document.
4 Under Document Details, you will see Content Sharing.
5 Under Permission Groups Shared With, click on a Permission Group and then
click the - box.
6 Repeat for multiple permission groups.
7 Click Save Changes.
Un-shared documents will automatically be unavailable to users. Users that have used a document when building a campaign, the document will no longer display.
Sharing Media
Shared Media allow users with set permissions to view media files in the Library Generator.
Share a Media file
1 Click on Library Generator.
2 Click on Media sub tab.
3 Click on the name of the media file.
4 Under Media Details, you will see Content Sharing.
5 Permission Groups Available will display the permission groups within your group.
6 Click on a Permission Group and then click the + box.
7 The Permission Group will now display under Permission Groups Shared With.
8 Repeat for multiple permission groups.
9 Click Save Changes.
Shared Media In Library Generator
Shared Documents will be available for viewing in the Library Generator.
Shared Media in Prospect Generator
Shared Media will also be available in the Prospect Generator for users with permissions to create email messages and add media as attachments.
Shared Media in Web Builder
Shared Media will be available in the Web Generator for users with permissions to create Build Your Own Web Pages, using Tools: Custom Media
Un-Sharing Media
Un-sharing media is administered as simply as sharing media. When media files have been shared with users with your network, and then un-shared, these media files will no longer be available to users.
Un-Sharing a Media File
1 Click on Library Generator.
2 Click on the Media sub tab.
3 Click on the name of the media file.
4 Under Document Details, you will see Content Sharing.
5 Under Permission Groups Shared With, click on a Permission Group and then
click the - box.
6 Repeat for multiple permission groups.
7 Click Save Changes.
Un-shared media files will automatically be unavailable to users. Users that have used a media file when building an email message, the media file will no longer display, however the media file is added to a Build Your Own Web Page, the media file will display, but no longer be available when building new campaigns.
Sharing Print Materials
Print Materials are shared in Marketing Generator. When Product Groups are shared, shared Products will display to users, but un-shared products will not display. When Product Groups are un-shared, all Products within the Group will not display to users.
Share Product Groups
1 Click on Marketing Generator.
2 Click on the Products sub tab.
3 Under Product Groups, click on "edit" next to the Product Group to share.
4 Check Published to share.
5 Click Save Changes.
Shared Product Groups will display when users Order Products.
Share Products
1 Under Product Groups, click on Products.
2 Click "Edit" of the product to share.
3 Check Published to share.
4 Click Save Product Changes.
Shared Products will display when users Order Products and choose the Product Group this Product is within.