DEALER TRAINING MANUAL YOUR ONLINE BACK OFFICE 14000 SUNFISH LAKE BLVD SUITE G RAMSEY, MN 55303 TELEPHONE: 612-210-7008 Table of Contents Section 1 HOW TO LOGIN Section 2 Section 3 Section 4 Section 5 Section 6 Section 7 Section 8 1.1 Member Login BACK OFFICE MAIN PAGE 2.1 Current Version 2.2 Purpose of Policies MAIN MENU 3.1 Home 3.2 My Profile 3.3 Shopping Cart 3.4 Member Enrollment 3.5 EZ Stock Setup 3.6 EZ Stock Overview 3.7 Log Off GENEALOGY 4.1 Unilevel Tree View 4.2 Tabular Genealogy 4.3 Graphical Tree Viewer COMMISSION TOOLS 5.1 Check Manager GENERAL TOOLS 6.1 Email Downline 6.2 Contact Manager COMPANY INFO. 7.1 Newsletter 7.2 My Dealer Tools MY ACTIVITY 8.1 Order History 8.2 Upline Sponsors 8.3 My Sponsorships 8.4 My Customers
Section 1 HOW TO LOGIN 1.1 MEMBER LOGIN: To login to your online back office simply go to your replicated website, http://my.airrestoreusa.com/yoursitename and click on Member Login. Please be sure that you are typing your replicated website directly into the address bar in your web browser and not into a search engine such as Google. It is also important to note that not type in www before your replicated site name as it will not work correctly. Each dealer receives their own website to help manage their business. You can use yours to place orders, download important documents, learn about the company and catch up on the latest news. This is the same site that you can give out to prospects for your business. There s also an online shopping cart where your customers can place retail orders. 1.2 LOGIN PAGE: Enter in your User Name and Password. Your User Name is your numerical Dealer ID. Section 2 BACK OFFICE MAIN PAGE 2.1 AIRRESTORE NEWS: This area of the main page is dedicated to showcasing the latest promotions, announcements, etc. 2.2 PERSONAL ACTIVITY: This gives you a snapshot of where your current progress is at for the month. 2.3 UPCOMING EVENTS: All upcoming events and weekly events including meetings, conference calls and dealer trainings are listed here.
Section 3 MAIN MENU 3.1 HOME: This will navigate you to the back office main page. 3.2 MY PROFILE: All of your account information is hosted here. You can make any edits that you like through this avenue. 3.2.1 PERSONAL INFORMATION: Your name, password and replicated website picture can be edited here. If you are going to add a photo you must abide by the format qualifications listed. The image that you load here will be displayed on genealogy reports and on your personal website. The image must be in JPEG format and should be 200 pixels wide by 200 pixels high. The image should be created at 72 DPI resolution. 3.2.2 MAILING / BILLING ADDRESS: Your mailing address is where you would like all of your orders to be delivered to by default. If you are drop-shipping to a different location you can always change the shipping address at the time of placing the order. The billing address must match the payment type being utilized or the payment will not process successfully. This can also be adjusted at the time of placing an order. 3.2.3 CONTACT: Information provided here is what the company will have on file for contacting you. The work phone number field is the contact number that will appear on your replicated website. If you do not wish to provide a contact number on your replicated website, simply put the number under home or cellular. Primary email is the contact email that will appear on your replicated website for customers and potential new dealers to contact you by also. All of our company communications outside of phone calls are done through email so please make sure that this is a valid and up to date email address. 3.2.4 REPLICATED WEBSITE: If you would like to edit your replicated site name this is the place to do it. Be aware that if you have already given out your original site name and printed marketing materials such as business cards that it will not redirect to your new site name. Only your current replicated website name is valid. Please disregard the section labeled Your Testimonial as it is not currently being utilized. 3.2.5 EMAIL CONFIGURATION: You may select opt out and email format preferences here. The changes you make here will take effect immediately once you save them. Please note that all company communications are provided via email, so if you opt out of receiving them you take responsibility and fully understand those ramifications. 3.2.6 SMS TEXT CONFIGURATION: We do not currently utilize the SMS text message feature yet but it is something we will be implementing in the future. All text settings are controlled here. 3.3 SHOPPING CART: All wholesale orders can be placed through the shopping cart. Your current rank pricing will apply automatically. All kits and naturalizers and shown on the initial page by default. You can also select different categories for different products such as accessories, marketing materials, brochures and apparel. 3.4 MEMBER ENROLLMENT: 3.4.1 BACK OFFICE ENROLLMENT: To enroll someone new, you can sign them up through your online back office. 3.4.2 PLACEMENT: You only have the option of adjusting the placement through your back office member enrollment feature. This is not available through your replicated website enrollment avenue. If you choose to enroll someone and want to place them under someone else in your downline this is the place to do it. Simply type in the Dealer ID of the person you wish to place your new enrollment under in the field labeled Unilevel Placement ID #. This is the only information that needs to be adjusted. By enrolling them through your personal back office you will be listed as their Sponsor. This means that you will receive the $130 enrollment bonus, not the person you are placing your new enrollment under. If you do not wish to change the placement of your new enrollee, simply disregard this section. 3.4.3 SPECIAL OFFERS: Please note that if you elect to purchase and special offer item (ex: On Demand Kit) you must enter in the quantity desired and click the button to add your selection to your cart. If you do not click the button, your special offer product(s) will not be added to your order.
3.4.4 REPLICATED WEBSITE ENROLLMENT: You can also have someone sign up from their own computer, tablet or phone. To enroll someone new, you or your new Dealer signing up will need to go to your replicated website, http://my.airrestoreusa.com/yoursitename. Click on the Opportunity tab at the top of the page. Once you are on this page you will need to click on the little blue button located at the bottom of the screen. This will open up the online enrollment form.
3.4.5 CUSTOMER CONVERSION KIT: If any of your customers later contact you after purchasing at retail through your replicated website, they have the option to enroll as an AirRestore Dealer by purchasing the Customer Conversion Kit ($39 value) at the time of signup. If your customer elects to purchase the Customer Conversion Kit product, they must fill in the Customer # field on the enrollment form. This number will have been assigned at the time of your customer s retail purchase (minimum requirement of at least 1 Whole Home System) through the website. If they cannot find their Customer # you have access to this information through your online back office. See Section 8.4. 3.5 EZ STOCK SETUP: EZ Stock is an automatic shipment that gets sent out to you once every calendar month. Being enrolled in the EZ Stock Program is only required if you are at the Distributor rank or above. 3.6 EZ STOCK OVERVIEW: 3.7 LOG OFF: Click here to log out of your online back office. Section 4 GENEALOGY 4.1 UNILEVEL TREE VIEW: Your downline can be organized by either Placement or Sponsorship. If you have a large downline make sure to change the Limit Results To the max display count to 3500. The icon legend at the bottom will give the descriptions for all icon colors indicated. Click Build Tree.
4.1.1 ICON LEGEND: All icon color definitions are shown at the bottom of the page. 4.1.2 Once the tree has been generated, click on the + button to extend your downline view further. 4.1.3 If you select someone in your downline it will display further information about them. 4.2 TABULAR GENEALOGY: 4.2.1 ICON LEGEND: You will notice that there is not a specific icon legend in this view. But if you over your mouse over each of the colored icons it will give you a pop-up definition of what each color means. Please not that not all colors mean the same thing in each view. They are unique to the current Genealogy view you are in. a. GREEN: This person is ACTIVE and qualified for commissions. b. BLUE: This person is ACTIVE, but is NOT qualified for commissions. c. YELLOW: This person is ACTIVE, but is NOT qualified for commissions. d. RED: This person is INACTIVE. 4.2.2 SEARCH: You have the option of a variety of different options in the search category. Simply click on the little arrow to open up the dropdown menu.
4.2.3 FILTER: This will show only the results you are looking for. For example, if you were to search the city of Minneapolis, all of those in your downline that are listed in Minneapolis will show up. 4.2.4 GO TO: This will bring you directly to what you are searching and display only that. 4.2.5 RESET: Click to reset all of your search criteria. 4.2.6 STRUCTURE STORT: This button will sort your entire downline by placement. If you click this after searching a specific person via the filter button, it will show that person s entire downline sorted by placement. 4.2.7 HEADINGS: You can sort any of the columns but click on one of the title headings at the top that highlights with a white line when you hover your mouse over it. 4.2.8 EMAIL ME: To email someone directly from this Genealogy view simply click on Email Me. This will open up your default email messaging system with their email input automatically. 4.2.9 PREVIOUS / NEXT: To view additional pages of your downline click on either one of these buttons. 4.2.10 STRUCTURE POSITION: Please disregard this area as it is not relevant to our unilivel business structure. 4.3 GRAPHICAL TREE VIEWER: This tool will allow you to view your downline structure. To get started, enter the range of levels you wish to view, then select the rest of your options and click Generate. Note that if you select small image size, no text will be displayed under each icon. To navigate the tree, click on a position to move it to the top. You may also click on a top level position to move the display to that positions parent. To reset the tree to the original stating position, click the Reset Tree
button. You may also use this tool to view information about the people in your structure by checking the data items you wish to see in the Quick Display Section. The icon legend at the bottom will give the descriptions for all icon colors indicated. To further extend a downline simply click on the green arrow below the icon. Section 5 COMMISSION TOOLS 5.1 CHECK MANAGER: This will bring up the history of all checks that have been cut to you so far. For further detail into where the funds where calculated from to generate your check, click on Detail. This will drop down the check detail to show you who and what order the amount was calculated off of.
Section 6 GENERAL TOOLS 6.1 EMAIL DOWNLINE: Communications is crucial to your success! Use the utilities provided here to communicate with your down line. Please use these tools to encourage and share useful information with your organization. Be careful not to send messages recklessly. Your emails should contain information that will be considered important and worthy of the recipient's time. Follow these simple rules for success! 6.1.1 MANAGE GROUPS: To create a custom email list, click on Manage Groups at the bottom of the page. Enter in your desired name for your new group and click Create. From there you will be able to add anyone in your downline to this group and email all of the members in this group at the same time.
6.2 CONTACT MANAGER: You can create custom messages to send to any of your registered customers or downline. It will list out all of the contacts that you have on file. If you would like to email just your downline or just your customers you have the ability to do that. You can even select just to send to people within a certain date range. Section 7 COMPANY INFO. 4.1 NEWSLETTER: You'll want to be sure to check this on a regular basis. When you click on it through your back office, be sure to right click and open in a new tab. All of the latest information will always be posted here first. It includes our national company calendar, the latest call recordings, advice and tips, and so much more. It s a little different every week. We also send out weekly reminders to check the updated version via email and web message through your back office with a direct link to the Newsletter. 4.2 MY DEALER TOOLS: The first thing you re going to want to do before anything else is to through the information provided in your Dealer Tools. When you click on it through your back office, be sure to right click and open in a new tab. You'll get the answers you're looking for, and learn tips for accessing the information and tools that are at your literally at your fingertips. The universal password to access this information is airrestore. You can also access this information through your replicated website by clicking on Authorized Dealers in the upper right corner or your screen.
4.2.1 DEALER PROSPECTS: This is also a great place to refer someone new to see the business plan and other basic documents regarding the business. If they have never logged in before, they will be asked for a password. This makes sure that they can't stumble on it if they are a retail customer that you would rather not share your wholesale pricing. They will open the Dealer Tools page. There is a red box that says AirRestore Basics. This is where they can download the presentation or the marketing plan and a few other simple documents without having to sort through ALL the Dealer tools. Hopefully, this makes things a little bit easier when you are just introducing AirRestore to a brand new prospect! 4.2.2 TRAINING VIDEOS: Do you have questions about your back office, replicated site, placing orders or guiding customers through a sale? Our Dealer Training Videos are designed to answer these very questions.
4.2.3 BUSINESS CARDS: Every successful business owner has their own business cards. You can order your official AirRestore Authorized Dealer business cards through your Dealer Tools. Your 500 personalized AirRestore business cards will ship within 2-3 business days of your order being placed. A total amount (shipping & tax included) of $39.99 will be charged to your card. If you have questions regarding your business card order, please immediately contact Print Central directly at 763-780- 3333. 4.3 TRAINING TOOLS: Once you have accessed the Training Tools you have the ability to open and download all of the documents listed. 4.4 MARKETING TOOLS: Click each document to view and download the available marketing materials for advertising to your target markets.
4.5 VIDEO FILES: This area allows you to view and download AirRestore video files for cleaning and maintenance, presentations, training, company news and so much more. 4.6 PRESENTATION FILES: Click here to view and download the available presentation files for training your dealers and selling to customers. 4.7 CONFERENCE CALLS: MONDAY DEALER CALL: You'll also want to be sure to join in on our weekly company calls. During the call, company leaders will update you on the latest news and share tips to help improve your business' success. During the call we also take the time to open it up for questions and comments. Once we announce the call is open, you can address the company and fellow Dealers directly. We want to hear from you! When: Mondays at 8:00 PM (Eastern Standard Time) How: Dial 805-399-1000 to join the call and use the passcode 441130 to login. TUESDAY LEADERSHIP CALL: All current AirRestore Dealers who are aspiring to enhance their leadership skills are invited to join AirRestore leaders in the Tuesday evening leadership call. Each week a different topic will be featured and discussed. We will focus on your goals and exactly how you reach them. Exposure to new ideas and success stories is also an essential part of the call. Set yourself up for long term financial success with how to build your business and downline. Hear firsthand how people are taking charge and leading in the field! When: Tuesdays at 8:00 PM (Eastern Standard Time) How: Dial 805-399-1000 to join the call and use the passcode 441130 to login. 4.8 NATIONAL ACTIVITY CALENDAR: Everything going on in the company is listed out there. All upcoming meetings, conference calls, etc. To view the details of an event, just click on the text of the event and it will expand with everything you ll need to know. Please note that all events are show in the Eastern Standard Time Zone. 4.9 NEWSLETTER: You'll want to be sure to check this on a regular basis. All of the latest information will always be posted here first. It includes our national company calendar, the latest call recordings, advice and tips, and so much more. It s a little different every week. We also send out weekly reminders to check the updated version via email and web message through your back office with a direct link to the Newsletter. Section 8 MY ACTIVITY 8.1 ORDER HISTORY: View your personal and customer orders with this tool. Orders are grouped in a corresponding manner, based on who has placed the orders, and a summary is included after each group. There is a final summary at the bottom of the report. To view the detail of an order, simply click the Order ID# highlighted in blue. The tracking numbers for all of your orders are updated here as well. To filter orders by date, please select both a start date and an end date. 8.2 UPLINE SPONSORS: This report presents the Sponsor lineage for your top position. The order of the sponsors is presented in reverse order. Therefore, the first name is your direct sponsor, the second name is your sponsor's sponsor, etc. Please note that this is not the same as your upline Placement. 8.3 MY SPONSORSHIPS: Using this report, you can view the people that you have personally sponsored. Please keep in mind that this report only reflects Sponsorships and not Placements. 8.4 MY CUSTOMERS: Use this report to view details about your current personal customers. Please keep in mind that this report does not include members, only customers. 8.4.1 THE VALUE OF REGISTERING YOUR CUSTOMERS ONLINE: Every customer that purchases through your replicated website has the option to register as a customer. Even if you have sold product out of your own inventory and not through your replicated website, you can still register your customers online. This makes it easy to keep track of their contact information etc. It is not required to purchase anything to register as a customer.
If you would like to track your customer s purchases in addition to their contact information after selling to them, you can register them as a customer through your replicated website and purchase with the funds they previously gave you and have the product drop-shipped to your address to restock your inventory. Another benefit of keeping track of your customers is being able to follow up with them in the future. You can even utilize the Contact Manager through your online back office to remind them about important topics such as reminders for cleaning their naturalizers, obtaining additional leads, customer satisfaction, etc. 8.4.2 HOW TO REGISTER YOUR CUSTOMERS ONLINE: First you will want to go into the shopping cart feature of your site. Click on the Order Now button. Once in the shopping cart, click where it says Create A New Account.