Placing a Website Order with Asset Collector

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Jasmin Booker
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1 Placing a Website Order with Asset Collector This document reviews the steps to place an order for a Website through the new ordering system. Select/Add Customer Begin the order process by using the steps to search or add a new customer. Before beginning the order, the customer s name needs to appear in the upper left hand corner of the screen. Selecting a Product 1. Click on the Catalog link. 2. Select hibu Websites from the Product Family. The list of products is displayed. Product Website Premium, 1 yr signup/mon: Customer signs up to have the website for a year with payments being made monthly and receives a discount. 10/24/2013 Placing a Website Order with Asset Collector 1

2 To view all items included with the website product, click the plus sign next to the product name. There are three included items with the website. Included Domain w/ Website Claim & Dist, 1 yr signup/mon Web Design Service There are two optional items that default as being included. These can be deselected. 30 sec Photo Vid-1yr signup/mon Web Svc Assure (also known as Assist), 1year signup/mon 3. Expand the add-on list and deselect items if requested by the customer. 4. Click on the Add to Cart button for the product to purchase (with the add-ons selected). 5. Open the cart to continue to process the order. This can be done in two ways. After the After the Add to Cart button is clicked, a green box appears, and View Cart can be clicked. Or by clicking on the cart icon and selecting Edit Cart. 2 Placing a Website Order with Asset Collector 10/24/2013

Product Cart Once in the cart the items selected appear. If a Details link appears under an item name, it indicates additional steps are needed to complete the order.

3 Product Cart Once in the cart the items selected appear. If a Details link appears under an item name, it indicates additional steps are needed to complete the order. If an item was deselected in the previous screen, they can still be added here by clicking on the Add On link under the main product name. A window appears for items to be selected. Included Domain w/ Website For all domains, the detail needed in this section is determining the URL for the business. Click on Details link under Included Domain w/ Website. The Domain panel appears /24/2013 Placing a Website Order with Asset Collector 3

4 A domain can be obtained for the customer or the customer can use a domain that they already own. Obtaining a Domain Name: 1. Enter the requested URL. 2. Select the Top Level Domain from the drop down. 3. Click on Verify Availability. For new domains only, the system displays information as to the availability of the URL entered. If the URL entered is not available, a message appears indicating the domain verification failed. Other availalble domains are displayed below in the Suggestions section. To change the URL, click on one of the suggestions and it then appears in the URL field. The availablity does not need to be checked again for a suggested domain. 4. Click Save. The URL entered appears under the item. If the URL needs to be changed, click on Details again and re-enter a new one and save again. The URL is not secured until the order is placed. 4 Placing a Website Order with Asset Collector 10/24/2013

5 Customer Owned Domain: 1. Select the Customer Owned check box. 2. If the domain is an existing hibu site, check the box The sub domain defaults to www and is not changed. 4. Enter the URL. 5. Select the Top Level Domain from the drop down. 6. Click Save. The URL entered appears under the item. Web Design Service For the Web Design Service, information must be collected from the customer to pass on to the web designers. This process is similar to the Website Questionnaire in MediaPro. 1. Click on the Details below the item. The Asset Collector is a required part of placing a website order. If the Minimum Information Required (MIR) has not been completed a message appears under the item and the order cannot be processed. 2. Click on Asset Collector (AC) to open the AC window. 10/24/2013 Placing a Website Order with Asset Collector 5

6 Asset Collector When getting information for the Asset Collector (AC) from the customer it is important to be as complete as possible to ensure a comprehensive website is built. When filling out the AC: Required fields are indicated with an astericks. Many fields have example text in them and rollover information to help in getting the form filled out completely and accurately. Company Information This is the information to be used to create a website and build content to keep customers informed about the business. Business & Contact Information Existing Website: Can be used for importing images from existing site into Asset Collector so the customer can choose if they want to use those images for the new site (if applicable). Your Business: This information pulls from the data entered for the business, but can be changed if needed. Contact Information: Check for the required fields in this section for additional contact information. About Your Market: Asks about the type of business, the target area, about the physical location. This section is also where much of the content will be built from by answering the following: Products Description, Competitive Difference, Description of featured products and services, and Business Description About Your Website Target Market, Logo, Licenses & Certifications, & Social Networks 6 Placing a Website Order with Asset Collector 10/24/2013

Terms & Conditions (the fine print) Privacy Policy, Terms & Conditions of Use, and Terms & Conditions of Sale.

We have created basic sample policies as a guide and the customer can choose to use these by checking the appropriate boxes.

You must remind the customer that these are sample policies only, that we disclaim all liability for any reliance the customer places on them and that we highly recommend they seek

7 Terms & Conditions (the fine print) Privacy Policy, Terms & Conditions of Use, and Terms & Conditions of Sale. Please note the Terms and Conditions of Sale are only relevant when an eshop/ecommerce Site is being built. We have created basic sample policies as a guide and the customer can choose to use these by checking the appropriate boxes. The full wording of these policies can be accessed by clicking on the relevant links. You must remind the customer that these are sample policies only, that we disclaim all liability for any reliance the customer places on them and that we highly recommend they seek independent legal advice to ensure they fit their needs. Their own policies can be entered if they have them established. Template Selection All templates available are displayed in AC. Scroll through the pages with the customer to help them decide on a template that is the best design for the business. 1. Click on a template to display more details like how it will look on a mobile device and if an eshop is added at a later date. 10/24/2013 Placing a Website Order with Asset Collector 7

2. To select a template, click the Choose This Template button.

Click on OK, I Understand to see images.

the website design by selecting up to five images from the library.

A check mark appears in the upper right hand corner and it is added

8 2. To select a template, click the Choose This Template button. By selecting a template, it moves directly to Image Selection. 3. Click on OK, I Understand to see images. Image Selection In Image Selection, visual content can be added to the website design by selecting up to five images from the library. 1. To select an image, click anywhere on the image. A check mark appears in the upper right hand corner and it is added to the Images Selected section at that bottom of the page. 8 Placing a Website Order with Asset Collector 10/24/2013

2. After the picture is selected, a text box also appears, this can be used to put instructions as to where the image should be used. 3. When finished with the selection, click on Next.

9 2. After the picture is selected, a text box also appears, this can be used to put instructions as to where the image should be used. 3. When finished with the selection, click on Next. Website Locker The Website Locker is where all of the information entered in the AC is compiled into one space. Here is where the final sign off is for the content and the site is handed off to be built. A D F E C A. Progress bar this bar must be at 100% before the website can be built. B. Assets that have been selected by the image select process are displayed here. C. If there are items from the customer s existing website that can be used, the URL can be entered here, with the option to add more. D. The Company Info shows how complete the tab was filled out, with the status bar in this section reflecting the completeness. Each sub-section indicates if the section is complete. To add more info, click the edit button. E. The template selected is displayed here and can be changed by clicking on edit or the link to Template Selection. F. With the main status bar at 100%, the Build My Site button appears. By clicking this button, it triggers the design process. 10/24/2013 Placing a Website Order with Asset Collector 9

Completing Asset Collector When all of the required components have been complete and the Build My Site button appears, there is enough information to begin the build.

sales reps should summarize back to the customer the information on this page, read the disclaimer at the top which begins By clicking Build my Site.

10 Completing Asset Collector When all of the required components have been complete and the Build My Site button appears, there is enough information to begin the build. The customer must confirm the information given on the Website Locker page is accurate and that they are happy to proceed to build before build my Site is clicked, this is done as follows: Telephone sales reps should summarize back to the customer the information on this page, read the disclaimer at the top which begins By clicking Build my Site... and get the customer to confirm they are happy to proceed. Premise reps should either hand the device over to the customer, allow the customer to review this screen and click Build my Site themselves or alternatively take the telesales approach detailed above. 1. Click on Build My Site. 2. Click on OK at the success message. 3. Close the AC window and return to the order entry system to continue with the order. 10 Placing a Website Order with Asset Collector 10/24/2013

11 Discounts Customers may be eligible for discounts depending on what is purchased. 1. While in the cart, select the Multi Line Re-Calc button. The discount amounts adjust accordingly. Before discount is applied After discount is applied 10/24/2013 Placing a Website Order with Asset Collector 11

Additional promotional discounts maybe available for the customer. 1. Click on the +PC link. 2. Enter one of the promo codes listed below. a. WEBBLD150 = $150 discount (for customer with existing 5-page or larger hibu website) b.

12 Additional promotional discounts maybe available for the customer. 1. Click on the +PC link. 2. Enter one of the promo codes listed below. a. WEBBLD150 = $150 discount (for customer with existing 5-page or larger hibu website) b. WEBBLD50 = $50 discount (for customers with existing 3-page hibu website) These codes are for customers that currently have Legacy websites and are bringing those over to the new platform. Completing Order To finish the order, complete the following steps. 1. Enter a Cart Description if desired. This can be used if doing prep for an account to see different product offerings/discounts but is not required If any changes are needed to the customer info, click anywhere in this area to open the editable fields. 3. When more products can be sold through this system, additional products can be added through this link. 12 Placing a Website Order with Asset Collector 10/24/2013

13 4. Click on Check Out to continue. The totals screen appears showing the amount due at the time of the sale (the First Payment ) and applicable future charges. Note future charges will go up if the customer subsequently adds more products or in the event limited period discounts are applied when those discount periods expire Review the First Payment amount. 6. Select the Payment Type. 7. Enter the Confirmation Number. The confirmation number is obtained by calling the automated IVR system. For hibu Global orders, select option #2. 8. Change the status if needed. a. Order Complete indicates the order is ready to be submitted. b. Waiting for Payment or Assets indicates the asset collector is not complete or a payment has not yet been received. 9. Review the Future Payment amount. 10. Click Process Order. If Waiting for Payment or Assets is selected, Sales must complete these steps before submitting the order. 10/24/2013 Placing a Website Order with Asset Collector 13

14 T-Sales For T-sales, an INUM must be entered to complete the order. After clicking on Process Order, the voice verify screen appears Enter the INUM after following the call recording. 12. Click on Process Order The Order Summary appears. 14 Placing a Website Order with Asset Collector 10/24/2013

15 Premise As a Premise rep, after clicking on Process Order, the Order Form appears. At this point you should hand your tablet to the customer and ask them to check the order details and the Important Information section. If the customer is happy to proceed with the order they should complete the following steps Sign the order form using a stylus. 2. Enter their name. 3. Check the box that they have read and accepted the agreement including the Ts & Cs. 4. Click Place Order. The Order Summary appears. 10/24/2013 Placing a Website Order with Asset Collector 15

Go to click on the Online Giving icon at the bottom of the page, A new window will open up that looks like this:

Go to click on the Online Giving icon at the bottom of the page, A new window will open up that looks like this: Go to www.newlifeodessa.org, click on the Online Giving icon at the bottom of the page, A new window will open up that looks like this: 1. At the bottom of the area, under Log In, click Need an Account