123RF Instant. Owner s Handbook

Transcription

1 3RF Instant Owner s Handbook

2 Table of Contents Welcome. Page 4 What is 3RF Instant?... Page 5 First Steps Decisions, Decisions!... Page 6 Linking to an Existing Domain... Page 7 Brand New Domain... Page 9 Moving In... Page Access the Admin Area... Page 3 Admin Dashboard... Page 4

3 Table of Contents CRM Tab... Page 6 Design Tab... Page 8 Content Tab... Page 9 Account Tab... Page Plug-In Tab... Page Custom Pricing Tab... Page 4 How to Verify an Account... Page 5 How to Deal with a Pending Transaction... Page 7

4 Welcome Thank you! You are now the proud owner of 3RF's Instant solution. This guide will: Help you understand, Enable you to move into and Let you make the most out of the 3RF Instant solution in the shortest time.

5 What is 3RF Instant? In essence, the 3RF Instant solution is A fully working microstock site For business owners who are Interested in the business of licensing royaltyfree images to their own clientele Looking for a simple solution A fast start up with millions of products that are ready for sale, minus the hassle of approving thousands of images daily and dealing with a multitude of contributors

6 First Steps Decisions, Decisions! After signing up for the 3RF Instant solution, here s what you need to decide: Do you want to put this as part of an existing domain? Example: Do you want to start with a brand new domain registration? Example : microstock.yourcompany.com You already have a main website, 3RF Instant can come in as an added on solution to your website. Or you can start 3RF Instant as a new business with a brand new online presence!

7 Linking to an Existing Domain Do you want to put this as part of an existing domain? Example: microstock.yourcompany.com 3RF Instant can co-exist with your site Visitors come to your main site at You can forward your visitors to your 3RF Instant site at microstock.yourcompany.com

8 Linking to an Existing Domain What do you have to do? Decide on a suitable subdomain. Example: microstock.yourcompany.com Inform your IT personnel or Web hosting solutions provider to create a new CNAME record for microstock.yourcompany.com and point it to corp.3rf.com Inform partners@3rf.com about your selected subdomain. Our technical personnel will configure your 3RF Instant solution to work from microstock.yourcompany.com You should be able to access your 3RF Instant solution in the next 4 hours.

9 Brand New Domain Do you want to start with a brand new domain registration? Example : That s OK too, 3RF Instant was made for such a purpose! Your visitors come directly to your Instant solution located at

10 Setting Up a Brand New Domain What do you have to do? Decide and register a suitable domain name: Example: You may use a service like (you need not purchase a Web hosting plan, just the domain!) Once registered, inform your IT personnel or Web hosting solutions provider to point the A record for to corp.3rf.com Inform partners@3rf.com about your newly registered domain. Our technical personnel will configure your 3RF Instant solution to work from You should be able to access your 3RF Instant solution in the next 4 hours.

11 Moving In You can move into your 3RF Instant solution once you're able to access it from your chosen subdomain or domain.

12 Moving In Try to access your 3RF Instant solution at your chosen subdomain or domain. Let's assume that you have chosen a new domain, for example for the rest of the handbook. If you are able to see the 3RF Instant solution at your chosen subdomain or domain as above, it means that the link up is complete, and you may proceed to move in.

13 Access the Admin Area Your 3RF Instant solution comes with its own Admin Area To access the Admin Area, go to Log in to the Admin Area with your username and password. Your Admin username and password will be sent to you via once the 3RF Instant solution is complete.

14 Admin Dashboard Get familiar with your Admin Dashboard 3 4 After logging in, the Admin Dashboard lists important information that needs the most urgent attention. 3 4 Balance Shows how much credit is remaining in your account Notices Shows you the latest Instant announcements Pending Transactions Lists the pending transactions that have to be cleared manually Sales Transactions List of successful transactions.

15 Admin Dashboard Here s an example of the Admin Dashboard with transactions.

16 CRM Tab The CRM Tab lists the users that have registered on your Instant solution. You may also conduct a search via the username, name or transaction ID to locate a user that matches the criteria. You may click on any of the usernames to bring you to the detailed view of the user.

17 CRM > User Details When you click on any username, the user s history and details will be displayed. All Personal Details, Contact Details and Credits Purchase history will also be shown. User s personal and contact information User's credits purchase history You will be able to address any problems with the user s account from this view page. Please refer to the How-to section for more details.

18 Design Tab The Design Tab allows you to change the default Theme of your website, allowing you to choose from a wide variety of design templates. 3RF adds on new design themes from time to time. Shows the current active theme. Shows other themes that may be chosen. 3 3 Clicking on the Select button under any theme will change the current theme to the one selected.

19 Content Tab The Content Tab allows you to customize the content that your visitors see. You may click on the Edit Page buttons and start keying in your own text content.

20 Content Tab > Edit Page This is a sample page edit for the Contact Us page. 3 3 You may type your own content here. You can format your content using any of the formatting options here. Once you have finished, you may click on the Save button to save your edits.

21 Account Tab The Account Tab allows you to update your own information. We require this information to stay in contact with you. 3 3 You may type in your contact information here. If your region requires you to have VAT, please enter your VAT number and percentage thereof here. Once finished, click on the Save button to save your edits.

22 Plug-In Tab This section allows you to add on plug-ins into your Instant solution. Some plug-ins are free while others have to be paid for. The fee will come from your available credit balance. Click on the Details button to learn more about each plug-in.

23 Plug-In Tab > Details The Plug-In's details will be displayed once the Details button is clicked. 3 3 A screenshot as well as more information about the plug-in can be found here. This shows the price of the plug-in. If you wish to install this plug-in to your Instant solution, click on the Buy button!

24 Custom Pricing Tab The Instant Solution allows you to set your own custom prices to the packages that you will be selling. Please note that all rates here are quoted in US Dollars. This is the list of Credit Packages and their pricing. You may set them higher to suit your clients expectations. You can also rename the credit packages to reflect your own preferences. Click on the respective save buttons to save your edits.

25 How To Verify an Account All users must verify their accounts before they are able to log into the Instant solution site. At times, visitors who have just registered may not have received their verification s but they want to use the site immediately. And they have called up in person. You now need to verify their account.

26 How To Verify an Account To do this, first locate the user account in the CRM, and click on the username to access the Customer Account page. Click on the Verify this User link to confirm their verification status They may now use the site as a regular user.

27 How to Deal with a Pending Transaction Pending transactions are caused by a slow response to the Paypal server when the Instant solution tries to perform verifications. If you check your Paypal account and can verify that you have received payment for the transaction you may convert it to Paid and the user may start using the package. Click on the Username with a pending transaction. This will bring you to the Customer Account page.

28 How to Deal with a Pending Transaction Scroll down to the Credits Purchase section. You ll notice that transactions with Pending status will have a Change Status drop down list. Click on the drop down list and select Paid. This will set the transaction as paid. The customer may now use the credits in the account.