How to Manage your Account

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Lindsay Coleen Patterson
6 years ago
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How to Manage your Account The My Account screen can be accessed from any page by simply clicking on the My Account tab located in the top right hand corner of any page.

1 How to Manage your Account The My Account screen can be accessed from any page by simply clicking on the My Account tab located in the top right hand corner of any page. This screen provides an overall summary of all your account features and allows you to access the following: My Account Edit your account details (these changes will not post to your profile page) Change your password Access discounted third party business offers from our affiliates My Companies View the companies you have claimed under your profile Link directly to your profile page Manage your profile this feature allows you to make changes to your profile Upgrade your profile My Testimonials View testimonials requested by your business associates Request testimonials from your business partners and associates

2 Manage Profile Page This page gives you access to all of the features of your profile. We will take a look at each section within this page to help you get started in enhancing your profile. Should you have any questions about any of these features please call our customer service department at: Standard Listing Information This is information that we have in our files in regards to your company. This information includes: - Location - Telephone Number - Sales - Company Size - Year the company was started - Company Classification - Company Contacts To change any of this information please contact our customer service department at: (Please note: this is the only information that you cannot edit yourself)

3 Editing Member Contributed Information This section will allow you to make several changes that affect the way your company profile is displayed. Please note all changes made here may take up to 24 hours to appear. To begin click on the edit information tab. Primary Business Name If your company goes by more than one name then you need to select the primary name (which will appear on your profile slightly larger than the second name.) Logo Logo s should meet the following requirements: they should be in jpeg or gif format, less than 2MB and not exceed 1600 x 1600 pixels. Tagline The tagline is your company slogan and should be limited to one or two sentences at the most. Company Description This section is where you would include your company information you would like to share with the public. The ticker at the side of the box will keep track of how many words you have remaining before you hit your limit. Web Site Depending upon your profile level you can list up to 3 website links no extensions direct links only. Products, Services or Specialties These are your search keywords which are used to help identify your company in searches conducted on our site.

4 Photo Gallery This section allows you to visually showcase the accomplishments, services and more that your company is well known for. The ticker at the bottom of the page will show you how many photos you are able to upload. Uploading Photos To upload photos click on the upload photo link. Select the Browse tab to search for photos stored on your desktop or removable storage devices. All photos uploaded should be: jpeg or gif format less than 2MB and not exceed 1600 x 1600 pixels. If you are uploading a photo and the screen goes blank this means that your photo does not meet the requirements noted above. If you wish to include a caption with your photos you must add the caption at the time that you are uploading the photo. Once a photo has been added to your profile you can delete the photo or swap it with another photo by clicking on the change or delete tab. After you have selected the correct photos to be added to your profile click the submit tab to complete the process. Please note: photos may take up to 24 hours to appear on your profile due to an approval process.

5 Testimonials Testimonials can only be requested by members with Platinum profiles, however members of any profile level with a claimed company can provide a testimonial. Unfortunately, all testimonials provided must go through our process. The My Account Page allows you to view testimonial requests and testimonials that you receive from other members. Testimonials Requested by other members Testimonials Received: This section will display all the incoming testimonials that you have received. These can be reviewed by clicking on the View Testimonial tab. We will go further into detail later. My Testimonials: This section displays all the testimonial requests that you have received from other members. To give a testimonial simply click on the Create Testimonial Tab or click on the Enter Testimonial Code tab. Again, we will go into detail later.

6 Requesting Testimonials To request a testimonial follow the steps below: Go to your manage profile page Select the Request Testimonial tab the ticker below that tab will inform you how many testimonials you may request Our standard Request Testimonial will appear you will then be required to enter the recipient s address if the user has not yet signed up on our site. ( Please note: testimonials can only be given by members with companies on our site, which the user must claim before they will be allowed to give a testimonial.) It is suggested to first check to see if the user you are requesting a testimonial from has a business listed on our site. Once you have finished customizing the request message click on the submit tab. We also suggest reaching out to the individual you are requesting a testimonial from to expedite the process.

have sent out and either resend the request or withdraw the request.

7 Viewing Requested Testimonials You can access requested testimonials from the Manage Profile page. You will find the following two sections in the Testimonial category: Pending Requests Here you will be able to view all requests that you have sent out and either resend the request or withdraw the request. You will also be able to view how many remaining testimonials you may request. Testimonials Received: Here you will be able to view all testimonials given on your company s behalf. You may either choose to publish these testimonials to your profile or reject them.

8 Providing Testimonials Unlike requesting a testimonial there is no limit as to how many testimonials you may provide on a company s behalf. You will be notified by when you receive a testimonial request. Testimonial code Shortcut to testimonial process To access the testimonial screen you can select on either link above, the first link will take you to the site s homepage where you will be prompted to sign in before proceeding. However the second link is a shortcut that will automatically take you to the testimonial process. Please note: you will be prompted to enter your testimonial code before you can give a testimonial. You can also view your testimonial requests from you re my Account page under the section titled My Testimonials.

9 Providing Testimonials cont d In order to give a testimonial you will be required to : Enter a testimonial code, which you can find in the initial testimonial request you received. You also must have a claimed company under your profile before the testimonial can be submitted. Once your testimonial is submitted it must then be approved by the profile owner before it will be published.

10 How to Add News Bulletins to your Profile The Recent Company News Section allows Platinum members to announce their latest products, services & partnerships. This tool acts as a mini news feed on your profile page that will allow you to connect with both your clients and potential customers. To begin adding bulletins to your profile please follow the steps below: Steps: 1) Go to you manage profile page and scroll down to the Press Release section of the page. This section will allow you both add and view all current news items that you have added in regards to your listing. To get started simply click on the View News tab. 2) To add new bulletins simply click on the Add News tab. 3) To edit current news bulletins, click on either the Edit tab or Delete tab

11 Once you have submitted your News Bulletin it will instantly appear on your Profile page in a separate section titled, Recent Company News Bulletins. Adding a News Bulletin

To ensure that companies are represented accurately, we require any PowerLine requests to be approved by the individuals being requested to join your business network.

12 How To Add a PowerLine to your Page The PowerLines Business network allows you to connect with and display the companies you do business with on your profile page. This tool helps cross-promote the companies you work with while establishing your company s credibility and increasing your visibility. To ensure that companies are represented accurately, we require any PowerLine requests to be approved by the individuals being requested to join your business network. To begin building your Business Network follow the steps below: Steps: 1) Search for the companies you do business with using the search tool on our site 2) Open the specified company s PowerProfile page 3) Click on the Add This Company link and follow the prompts 4) All requests must be approved once a company has accepted your network invitation you will be able to view these companies both on your profile page and your manage profile page.

13 Viewing and Editing your PowerLine Business Network To access the companies that are in your business network go to your Manage Profile page. You will need to scroll down to the Business Network section and select the tab, View Network. The View Network Screen will allow you to see: The companies currently in your business network. Please note: the companies with (pending) next to their name are companies who have requested you join their business network. To remove a company from your business network simply click on the Remove tab.

How To Add a PowerLink to your Page Competitive Ad Placement) A PowerLink is a way to advertise your company on your competitor s page, as well as a promotional tool that helps drive traffic back to

14 How To Add a PowerLink to your Page Competitive Ad Placement) A PowerLink is a way to advertise your company on your competitor s page, as well as a promotional tool that helps drive traffic back to your profile page. As an enhanced profile owner, you will be able to add your PowerLinks to any profile that is at a basic level or less. In addition, because of your enhanced profile level competitors are unable to publicize their business on your profile page. Creating a PowerLink only takes a few minutes, follow the steps below to begin promoting your business: Steps: 1) Determine and search for your competitors using our search feature 2) Locate and go to your competitor s PowerProfile Page 3) Click on the Add My PowerLink tab and follow the prompts 4) Once you have successfully added your PowerLink you will then be redirected back to your competitor s page where you will be able to view your company s link in the competitive ad box.

15 Viewing and Editing your PowerLinks To see where your competitive ad placement links are go to your Manage Profile page and scroll down to the PowerLinks section. You will see a list of companies that contain your link on their profile pages. By clicking on the company link you will be able to view your PowerLink. To delete a link simply click on the Delete Link tab under the company s name. The ticker at the bottom of the list will help you keep track of how many PowerLinks you have available.

16 PowerProfile Badge What is the PowerProfile Badge The PowerProfile Badge is a logo and live link for your company s website page. This link will assist in helping your company appear in organic searches conducted on sites such as Google. Please note: your DNB PowerProfile page is what will appear in search results. Uploading the Badge to your website Click on the My Account tab, scroll down next to your company name and select the Manage Profile tab. From the Manage Profile page scroll down to the section that says PowerProfile Badge You will notice a box in this section which contains the coding needed to add the badge to your website. Please highlight and copy all of the coding within the box this will need to be pasted into the HTML coding of your company s website. We suggest having your site s web developer add the coding for the badge to your site or someone who understands coding. The code must be added to the HTML coding of the site and not uploaded as content. Once the badge is uploaded correctly it will appear as the logo below please note: the logo will state whether you have a basic, silver, gold or platinum listing.

17 Why should you enhance your profile? Enhancements help your profile stand out from your competitors by providing consumers with customized information regarding the services and products your company offers. Enhancements available from our various profile packages will help increase your web presence and potentially attract new customers. Building out your profile increases your company s credibility and also sets your company apart from the 29 million other companies already listed on our site. By utilizing features such as keywords, these help to increase the amount of exposure your company receives through searches conducted by users. As your company continues to grow and change we suggest that you use your DNB PowerProfiles account to keep those who may be seeking your services updated. If you have any questions about your PowerProfiles account or need additional help please feel free to contact our customer service department at: or chat with any of our live operators. You can also send an to: support@powerprofiles.com or send a request form from our contact us page.

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