HDI Buyer's Guide Admin Panel for solution providers

Transcription

1 HDI Buyer's Guide Admin Panel for solution providers The Buyer's Guide admin panel is for solution providers who need to manage their product listings and view statistics related to those listings. Access the Admin Panel on page 1 Edit Account Details on page 2 Product Listings on page 4 Listing Types on page 4 View Listings on page 5 Edit a Listing on page 6 Manage Requests on page 9 Manage Users on page 11 View Users on page 13 Add a User on page 13 Change a User on page 15 Referrals and Downloads on page 16 Access the Admin Panel To access the admin panel, you must have created a user account on one of the HDI websites and you must be associated with your company's account within the Buyer's Guide. If you already have a user account but have forgotten your password, please go to the Forgot Password page on HDIConnect. To create a user account, go to HDIConnect. To access the admin panel, go to If you log in and are presented with the admin panel (see following screenshot) then are already associated with your company's account. Otherwise, you will be notified that you do not 1

2 have access to the Buyer's Guide. In that situation, you must be invited by a person at your company who is already using the Buyer's Guide or contact Roy Atkinson. The following screenshot shows the home page of the admin panel. Edit Account Details To change the information about your company's account, click the Edit Your Account link on the admin home page or within the Quick Links located in the sidebar. Changes made on this page take effect immediately. The Edit Account page looks like the following screenshot. 2

3 You'll see the following fields on this page: Field Purpose Behavior Current logo If there is a logo currently associated with your account then it appears in this location. If no logo then you'll see a message to that effect. Company Name This is the name of your company. This field is read-only. Website URL Enter the URL of your company's website into this field. This field is used as the default URL for product listings. If a product listing does not When you enter the URL, and are optional. 3

4 have a product-specific website URL then your company's website URL is used. Company Logo Use this field to upload a new company logo. Logos should be 300 pixels wide by 100 pixels high, or close to that. The logo is stored in its own "area". If you are an exhibitor at one of our conferences, it does not overwrite or replace the logo shown for your company in our event websites. Product Listings To manage your product listings, click the Product Listings link on the admin home page. Listing Types There are three kinds of listings: Free, Standard, and Premium. The following table compares the features available to each. Feature Premium Standard Free Product name Yes Yes Yes Description length 100 characters 50 characters None allowed Link to product website Yes Yes Yes Display product logo Yes Yes - Collect leads via contact request form Provide product brochure for download Yes Yes - Yes - - 4

5 View Listings The Product Listings page is organized into three sections: 1. Premium listings 2. Standard listings 3. Free listings For each premium or standard listings, you see the following: 1. The name of the product. Click this if you want to see the product listing as the general public sees it. 2. An Edit link. Click this if you want to change the listing. 3. The current rating for the product. 4. The number of comments. Click this link if you want to go to the product listing page and see the comments. 5. The total number of contact requests for the product. Click this if you want to see more information about the requests. 6. The total number of referrals from the Buyer's Guide to the the website for this product. Click this link if you want to see information about the referrals. 5

6 7. If the product has a premium listing then you also see the number of brochure downloads. Click that link to see more information about the downloads. If the product has a standard listing then you will see a link to upgrade the listing from standard to premium (Editor's Note: The upgrade process has not yet been implemented). For each free listing, you see the following: 1. The name of the product. 2. An Edit link. 3. The current rating for the product. 4. The number of comments. 5. A link to upgrade from a free listing to a standard or premium listing (Note: This process has not yet been implemented). Edit a Listing When you click the Edit link for a product listing, you go to the Edit Product Listing page. 6

7 This page alters its appearance depending upon the type of listing. For example, if you are editing a premium listing then you see a field where you may upload a PDF for the product brochure. But you do not see that field for standard or free listings. The following table describes the purpose and behavior of each field: 7

8 Field Purpose Behavior Company Name Product Name Listing Type Categories Description Website URL Product Logo Brochure PDF Shows the name of the your company. This is the name of the product as seen in the public pages of the Buyer's Guide. This field identifies the type of listing for the product. Values include Premium, Standard, and Free. This area of the page shows the categories currently assigned to the listing (see the blue area) and lets you change the categories. Enter the product description into this field. Enter a product-specific URL in this field. Use this field to upload a productspecific logo. Use this field to upload a PDF containing information about the product. This field is read-only. This field is read-only. Use the check boxes to select or deselect categories. The form requires that you place the product in at least one category. Standard listings may contain 50 words maximum. Premium listings may contain up to 100 words. The number of words remaining appears below the field. If you are over the limit, you will see the number of words by which you exceed the limit. You can save your changes only if you are within the limit. You may enter URLs that begin with or If you wish, you may also omit and If no logo is supplied, the Buyer's Guide uses the logo associated with the provider. This field is visible only for premium listings. When you edit a listing, the changes do not immediately appear on the website. Instead, they are placed into a queue for review. An HDI staff member will review the listing and publish it. If they have any questions about the listing, they will send you an . 8

9 You may edit a listing that has not yet been approved. When you do so, you see a message stating that your changes are pending review. Your latest changes are always saved and will be published once the changed listing has been reviewed. Manage Requests When a user submits a contact request for a product listing, the Buyer's Guide sends a notification to the people in your organization who are associated with the product. To assign people in your organization as contacts to a product, see the Manager Users section. 9

10 When a user submits a contact request, they provide the following information: Their first and last name The manner in which they prefer to be contacted (i.e., either or phone) address Phone number Zip code The category of their question, if applicable A question If you would like to see information about the contact requests, click on the Manage Requests link on the admin home page or in the sidebar under Quick Links. The Manage Requests page shows contact requests per product listing for all time. 10

11 As shown in the previous screenshot, you may select the product (if you have more than one listing) and/or the date range in which the requests were submitted. The results list shows you who submitted the request along with a short excerpt from their question. To look at all of the details for a specific request, click the person's name. When you do so, the request details page appears. This page lists all of the information collected from the user. Manage Users 11

12 The Buyer's Guide can serve as a lead generation tool for your organization. Premium and standard product listings allow a user to submit a contact request. The contact request form looks like the following: Each contact request needs to be routed to a person in your organization who can follow up with the lead. 12

13 View Users Use the Manage Users page to identify the contact(s) for each product listing. When you go to the page, it displays the users in your organization, their address, and the product listings for which they receive notifications. In the following screenshot, Sean receives contact requests for Explosive Tennis Balls. Add a User Before a person in your organization may access the Buyer's Guide, they must have an account on the HDIConnect website. If they do not have an account, please give them the link to the Create Account page. Optionally, if the Add User page cannot locate them in our database, it provides you with a way to send them an . 13

14 To add a person from your organization, click the Add New User link. The Add User form appears. To add a person, do the following: 1. Enter their address into the field. As soon as your mouse leaves the field, the form looks for the person in our database. If the person is not found, you see the following. To send the person an containing a link to the Create Account page, click the send an link. 14

15 2. If the person is found in the database, the form fills with their first and last name. 3. Once the person is found, check the product listings for which they are to receive notifications. The notifications are sent when a person fills out a contact request form for the product. 4. If you want to route the s to an alternate address, enter the address into the field labeled Alternate address for requests. 5. Click the Save button At this point, the form closes and you return to the Manage Users page. Change a User If you need to re-assign products or enter an alternate address for a person, go to the Manage Users page. On the row listing the person, you'll see an Edit link under the Actions column. Click the link. You are redirected to a page where you can change the product assignment and alternate address. 15

16 Please note that you may never change the contact's address or name. That is something they must do via the Edit Profile page. Referrals and Downloads You may provide a link for each of your product listings. When people viewing the guide click on the link, we record the click. If you have a premium listing, you may also provide a product brochure for people to download. We also log each download of the brochure. Use the Referrals and Downloads page to see the activity for your product links and brochure downloads. This page lets you filter by product listing, by click type (i.e., download, referral), and date range. For each type of activity, you see whether it was a download or a referral and the date and time that it occurred. At this time, we do not provide any information about the person who performed the action. 16

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