WHITEPAPER MANUAL HOW DO YOU SET UP A WHITEPAPER?

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Rolf Hardy
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WHITEPAPER MANUAL Use your magazine as a whitepaper. Visitors can (only) access the magazine by providing personal details or by logging in to or. It s a great way to build a relevant database!

1 WHITEPAPER MANUAL Use your magazine as a whitepaper. Visitors can (only) access the magazine by providing personal details or by logging in to or. It s a great way to build a relevant database! HOW DO YOU SET UP A WHITEPAPER? Open your magazine and go to Settings > Access control and select Whitepaper as Access method. You can present visitors with three ways to access the magazine. You select these as social access platforms : Personal details provided in the required fields you select; logging in to (social login); logging in to (social login).

To allow visitors to log in with personal details, you can present them with a number of Required fields to fill out. You can select Name, Company, Job title, Email, Phone and Country.

2 To allow visitors to log in with personal details, you can present them with a number of Required fields to fill out. You can select Name, Company, Job title, , Phone and Country. Visitors have to fill out these fields in order to gain access. To make use of social login an application first has to be made within and/or. This is necessary because it links to the database and allows data to be read out. SOCIAL LOGIN SET-UP Integrate with To create a application you first need a account. Once you have opened one, proceed with the following steps: 1. Register yourself as a Developer on. You do this at Don t worry! You don t have to develop anything. 2. Create a new app and select website as your platform. The application gives you access to a visitor s primary address and basic information such as first name, surname, profile picture, gender and age group.

3 3. Click on the button Skip and create app ID. 4. Give your app a display name and pick a category (it does not matter what you enter/select here) and click on Create app ID. 5. Complete the security check.

Go to the editor, check as the social access platform and paste the app ID into the App ID

4 6. You are then presented with your app dashboard. Copy in your app ID at the top. (Please note! The app ID in the screenshot is fake. Always use the ID for your own app.) 7. Go to the editor, check as the social access platform and paste the app ID into the App ID field. Click Save. (Please note! The app ID in the screenshot is fake. Always use the ID for your own app.)

5 8. Go back to and go to Settings. Click on + Add platform. 9. Select Website.

10. As a website URL, you can start with the preview link. Here you should use the URL that only contains the title alias, which is: http://preview.yourcompanyname.instantmagazine.com/title/.

6 10. As a website URL, you can start with the preview link. Here you should use the URL that only contains the title alias, which is: This ensures that the whitepaper functionality will work in all issues within this title. Click on Save changes. 11. Test the whitepaper functionality in the preview. Try to access the magazine using the login. At this stage, you are the only one who can log in using, since you are the developer and the owner of the app. Once the app goes live, anyone can log in (we will explain this in Step 13). 12. If everything is working, you can go live with the app. First, go to Settings in your app dashboard and enter a contact address in the appropriate field (this is a requirement of ). Click on Save changes.

13. Go to App review and publish your app. Click Confirm. 14. Publish your magazine and change the site URL to the published URL. This is http://yourcompanyname.instantmagazine.

7 13. Go to App review and publish your app. Click Confirm. 14. Publish your magazine and change the site URL to the published URL. This is if you are not using a hostname. If you are, it is hostname + title alias. 15. Test the whitepaper functionality in the published magazine by logging in using. Looking good? Then you re ready to go!

You can download this data using reports. In the editor, go to Reports and select the title where the magazine is located. Under issue, select the magazine itself. Download the results in Forms.

8 You can download this data using reports. In the editor, go to Reports and select the title where the magazine is located. Under issue, select the magazine itself. Download the results in Forms. Proceed to import the CSV file into Excel. Integrate with To create a application, you first have to create a business page for your business. When you have done this, proceed with the following steps: 1. Go to and create an application. 2. Fill in the required details and click submit. 3. You will then see your app dashboard. Copy in your client ID at the top. (Please note! The client ID in the screenshot is fake. Always use your own client ID.)

Select r_basicprofile and r_emailaddress and click Update at the bottom of the screen. 5.

9 4. Under Default Application Permissions, select the kind of visitor data you wish to save for people who log in using. Select r_basicprofile and r_ address and click Update at the bottom of the screen. 5. Go to the editor, check as the social access platform and paste the app ID in the client ID field. Click Save. (Please note! The client ID in the screenshot is fake. Always use your own client ID.)

6. Go back to. Click JavaScript in the left menu and add a Valid SDK domain. First enter the preview link. Here you should only use the URL that contains the title alias, which is: http://preview.

10 6. Go back to. Click JavaScript in the left menu and add a Valid SDK domain. First enter the preview link. Here you should only use the URL that contains the title alias, which is: This ensures that the whitepaper functionality will work in all issues within this title. Click on Add and Update. 7. Test the whitepaper functionality in the preview. Try to access the magazine using the login. 8. If it s all working, you can go ahead and publish the magazine. 9. Publish your magazine and add the published URL as Valid SDK domain under JavaScript in the left menu. This is

http://yourcompanyname.instantmagazine.com/title/ if you are not using a hostname. If you are, it is hostname + title alias. 10.

11 if you are not using a hostname. If you are, it is hostname + title alias. 10. Test the whitepaper functionality in the published magazine by logging in with. Looking good? Then you re ready to go! The application gives you access to a visitor s first name, surname, address, headline, summary of the profile, specialties, the last shared post, position of profile, location, industry, number of connections (capped at 500), a URL for a profile photo and URL for the profile itself. You can download this data using reports. In the editor, go to Reports and select the title where the magazine is located. Under issue, select the magazine itself. Download the results in Forms. Proceed to import the CSV file into Excel. PERSONALIZE USING VISITOR DETAILS Online magazines give you the option of personalizing content, enabling you to address your visitors more directly (read more about personalization in our blog ). The whitepaper functionality enables you to collect a wide range of visitor data, which you can then feature in your content! Open your magazine, go to Settings > Advanced and check Enable personalization. Personalization works on the basis of variables that are processed in texts. For example, Open the magazine {{name}}, where the {{name}} is filled in with the name supplied. This can be done by processing the name in the URL or by making use of the whitepaper functionality. These variables will then be filled with the data that have been filled out/provided to gain access to the magazine.

12 You can use different variables on all three types of social access platforms. The table below shows how these variables become part of the content of your magazine (for each social access platform). Variabele Login {{user.name}} First name and surname known to First name and surname known to Name filled out on the form {{user. }} address known to address known to address filled out on the form {{user.company}} Not always supplied by Company name filled out on the form {{user.job}} Not always supplied by Job title filled out on the form {{user.phone}} Phone number filled out on the form {{user.country}} The country selected on the form {{user.firstname}} First name provided to {{user.headline}} Headline provided to {{user.industry}} Industry provided to {{user.lastname}} Surname provided to {{user.numconnec tions}} The number of connections the visitor has. {{user.numconnec tionscapped}} Whether the number of visitor connections is capped (at 500).

13 {{user.pictureurl}} The URL of the picture profile {{user.locale}} The location provided to {{user.birthday}} The date of birth provided to {{user.gender}} The gender provided to You can include these {{variables}} in your content and address your visitor on a personal level. Since not every variable is supplied by every social platform, it is important that you use fallbacks. A fallback is a contingency option that is displayed when a preferred variable is not known. Suppose you want {{user.company}} to feature in your content. This variable is not supplied by and not always supplied by, but it is part of your form (assuming you have selected that the field in the editor). That means that the variable will not always be known if the visitor does not log in using the form. In that case you should set up a fallback, i.e. an alternative text that will be displayed instead of the unknown variable: If user.company is known (#): {{#user.company}}what can Instant Magazine do for {{user.company}} {{/user.company}} If user.company is not known (^): {{^user.company}}what can Instant Magazine do for your company{{/user.company}} You can set this up as follows in the editor: {{#user.company}}what can Instant Magazine do for {{user.company}} {{/user.company}}{{^user.company}}what can Instant Magazine do for your company{{/user.company}} As you can see, an alternative sentence is provided in case user.company is not known. Check whether each variable is available for every type of log in and set up fallbacks if necessary.

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