Dugan's Travels Agent Website User Guide Lundy Innovations Ken Lundy, Sr. v1.2 1
v1.6 Table of Content Website Overview.................................................................... 3 Home Page - Agent Login........................................................................ 5 Global Topics - Recommended Browser, Logout, Your Current Location, etc................................ 6 Agent Desk - Agent's Home Page.................................................................. 7 Forums (aka: Blogs, Chat Rooms) - All Forums......................................................................... 8 - Forums What's New?................................................................ 16 Community - Agent Social Network................................................................ 17 - Agent Directory..................................................................... 18 - Agent Events Calendar............................................................... 20 - My Network & Information........................................................... 22 - My Message Center.................................................................. 29 Library.............................................................................. 31 Training............................................................................. 32 Contacts............................................................................. 33 Lundy Innovations Ken Lundy, Sr. v1.2 2
Website Overview The Dugan's Travels Agent Website contains a collection of tools and information grouped in six areas. NOTE: The new Agent Website combines the key functionally of the previous Yahoo & Google Groups and DugansAgents.com sites, plus several new enhancements. Agent Desk The Agent Desk (aka: Agent's Home Page) contains... - My Message Center (Your Messages & Notifications via the Agent Network) - Forum Posts (Most recent Agency News & Updates) - Commonly Used External Website Links and Top Destinations on DugansAgents.com - Key Dugan's Information (Typically required by many Suppliers) Forums We have setup 15 Forums (aka: Blogs or Chat Rooms) which are grouped as follows. Agency News & Updates Forums The Dugan's Admin Team uses these Forums to distribute Key Agency Information. - Categories: News, Announcements, Reminders, Faxes to Claim, Polls & Marketing Ideas) Agency Partners Forums The Dugan's Admin Team uses these Forums to distribute Partner & Preferred Supplier Information. - Categories: Updates, Specials & News Questions & Suggestions Forums You can use these forums to ask the Dugan's Admin Team a Question or Make a Suggestion Agent (Help & Advise) Forums You can use these Forums to Request Help or Share Advise with your fellow Agents. - Categories: Destinations, Suppliers, Your Travel Business Agent Lounge Forums You can use these Forums to Socialize and Network with your fellow Agents. Lundy Innovations Ken Lundy, Sr. v1.2 3
Website Overview (Continued) The Dugan's Travels Agent Website contains a collection of tools and information grouped in six areas. Community Think of the Community Tools as a private Dugan's Travels Social Network for Agents, not unlike Facebook. - Agent Social Network Page A Journal of Activities - Agent Directory Page Listing of All Agents - Agent Events Calendar Page Dugan's and Supplier Events - My Network & Information Page My Information, My Friends, My Profile, My Settings - My Message Center View & Send Messages with Friends Library The Library contains reference Information, Guides, Manuals and Files. - Categories: Dugan's, ClientEase, Suppliers & CLIA Training A collection of available training offered by our partners, the travel industry associations and suppliers. - Categories: Associations, ClientEase, Suppliers & New Agents Contacts A listing of Key Contacts at Dugan's Travels with their contact information. Lundy Innovations Ken Lundy, Sr. v1.2 4
Home Page Agent Login 1) Use your browser to navigate to http://dugansagents.com 2) Enter your Username, which is typically your FirstNameLastName (no spaces) 3) Enter your Password (Note: Password is Case Sensitive) TIP: To have the website remember your Login Information - Check the [Remember Login] Checkbox) prior to Clicking the [Login] Button - To have your browser remember your Login - You need to enable Cookies - Just Close the Browser window vs Logging Out - If you click the Logout Link (aka: Logging Out), your Login Information will NOT be remembered Home Page Retrieve Password 1) Click on the [Retrieve Password] Link 2) Enter your Username, which is typically your FirstNameLastName (no spaces) 3) Click on the [Send Password] Button 4) Your Password will be emailed to the Email Account on file in your "My Account". Lundy Innovations Ken Lundy, Sr. v1.2 5
Global Topics Recommended Browser The DugansAgents.com Website should work with most browsers. To maximize your experience, we recommend you download and use Google's Chrome Browser (which is free). URL: http://www.google.com/chrome Logout To LOGOUT of the Website, Click on the [Logout] Link Your Current Location Your current location is displayed at the top of every page (aka: Bread Crumbs) In this case we are on the Agent Events Calendar under the Community Menu TIP: - You can click on any of the Bread Crumbs to navigate to previous pages. - In this example, clicking on "Community" will return you to the Community Page. Notes: - You can click on your Name to access your My Network / Profile page. - The name shown on the Bread Crumbs bar is your "Display Name" set on your My Account Page. Lundy Innovations Ken Lundy, Sr. v1.2 6
Agent Desk The Agent Desk (aka: Agent's Home Page) contains 5 sections. A) My Message Center - Messages from your Friends and Notifications via the Agent Network B) Agency News & Updates Forum Posts - The most recent Posts from the Dugan's Admin Team, click on the Title to open the post C) Agency Partner Updates Forum Posts - The most recent Posts from the Dugan's Admin Team, click on the Title to open the post D) Commonly Used External Website Links - Links to External Websites aka: Short-cuts E) Top Destinations on DugansAgents.com - Links to the Top Destinations on DugansAgents.com website aka: Short-cuts F) Key Dugan's Information - The common information required by many Suppliers Lundy Innovations Ken Lundy, Sr. v1.2 7
Forums All We have setup 15 Forums (aka: Blogs or Chat Rooms) which have been divided into 5 groups. 1) To access a Forum, Click on the Forum Title 2) To access the Last Posta, Click on the Post Topic Agency News & Updates Forums The Dugan's Admin Team use these Forums to distribute Key Agency Information to Agents. Notes: 1) Only the Dugan's Admin Team can start New Topics in these Forums. 2) Agents can response to Polls created in the Polls Forum Agency Partner Updates Forums The Dugan's Admin Team use these Forums to distribute Partner & Preferred Supplier Information. Note: Only the Dugan's Admin Team can start New Topics in these Forums. Lundy Innovations Ken Lundy, Sr. v1.2 8
Forums All Questions & Suggestions Forums You can use these forums to ask the Dugan's Admin Team a Question or Make a Suggestion. A Dugan's Admin Team will review your input and provide a response as appropriate. Note: Your Question or Suggestion will not show up until a Dugan's Admin Team member responds to your request. Agent (Help & Advise) Forums You can use these Forums to Request Help or Share Advise with your fellow Agents. Agent Lounge Forums You can use these Forums to Socialize and Network with your fellow Agents and share your Success Stories. Note: We ask that only New Agents use the New Agents Forum. Lundy Innovations Ken Lundy, Sr. v1.2 9
Forums All Topic Open & Reply When you Open a Topic, there are 5 Sections to the Topic. A) Header - Create a Printer Friendly version of the Topic, by clicking on the Printer Icon - Email the Topic to anyone, by clinking on the Email Icon - Give your Feedback on the Topic, by clicking on one of the Stars - Change the Sort Order, by selecting a new Sort Order Note: You can subscribe to a Single Topic (if you're not already tracking the Forum) B) Original Message that created the Topic (assuming the Sort is set to Oldest First) C) Response Messages to the Topic (assuming the Sort is set to Oldest First) - To Reply, click one of the Reply Buttons or use Section E (Quick Reply) - You can use the Alert link to report inappropriate language or use of the forums D) Authors of the Messages - The status of the Agent is based on your Forum Activity. - You earn points by "Started" Topics and "Responding" to Topics. - As you earn points your Membership level increases. E) Use the Quick Reply section to send a text only response - Use any of the [Add Reply] Buttons to access a Reply tool with more features. Lundy Innovations Ken Lundy, Sr. v1.2 10
Forums All Topic New Topic To "Create" a New Topic - Click on the Title of a Forum - Click the [Add New Topic] Button The Create New Topic Form has 5 Sections. A) Subject - The "Headlines" of your Topic (Less is better) B) Status - Select a Status (Informative, Not Resolved, Resolved) C) Post Icon - Select a Icon that best classifies your Topic. - We would encourage you to always select an Icon D) Summary - Executive Summary of your Message E) Message - Your Message or Question F) Action Buttons - Preview Button: You this button to Preview the Topic before you submit it. - Submit Button: You use this button to submit your Topic Lundy Innovations Ken Lundy, Sr. v1.2 11
Forums All Quick Links Use this links on the Quick Links Bar at the top of the Page to access commonly used features. Quick Links Unanswered Use this link to view Unanswered Posts (All Forums). Quick Links Not Read Use this link to view Posts that YOU have not Read (All Forums). Note: You can use the [Mark All Read] Button to change all the Topics to Read Status. Quick Links My Topics Use this link to view Posts that YOU have Started (Questions & Suggestions, Agent (Help & Advise) and Agent Lounge Forums). Quick Links Active Topics Use this link to view ACTIVE Topics (aka: Posts) (All Forums) Lundy Innovations Ken Lundy, Sr. v1.2 12
Forums All Quick Links My Settings Use this link to access your Forum Usability Settings. My Settings My Preferences You can control how you interact with Topics/Posts in the Forums. Note: Avatars is the Agent Photos My Settings Forum Tracking NOT Fully Funtional during Testing You use this feature to configure which Forums you want to Track. You have 3 choices to Track Forums: EMail: Click on the Mail Icon to "Track" the Forum, you will receive a Email when a New Topic/Post is added to that Forum. To Stop Tracking the Forum, Click on the Email a 2nd time. RSS Feed: Click on the RSS (Orange) Icon to "Track" the Forum. You will be taken to a blank page, copy that URL into your RSS Reader. Favorite: Click on the Favorite (Star) Icon to add the Forum to your Favorites. Lundy Innovations Ken Lundy, Sr. v1.2 13
Forums All Quick Links My Profile Use this link to update your "Forums" Profile. My Profile About Me To add your Photo to the Forums Profile A) Click My Profile B) Select the [About Me] TAB C) Click on the [Choose File] & follow the Upload instructions D) Click the [Save] Button Notes: - You have two Profile settings on DugansAgents.com. One in "Forums" and 2nd in the "Community" (My Network & Information). - You need to add your Photo (aka: Avatar) in both profiles. - You can also modify "Signature" used in Forum Posting while on this TAB. To add your Photo to the Community (My Network & Information) Profile See Page 22 Lundy Innovations Ken Lundy, Sr. v1.2 14
Forums All Quick Links Search We encourge everyone to use the Search the existing Topics before starting a new Topic (many times, your question my have been answered in a prior Post. To Access the Search Feature, click on the Search Link in the Quick Links Bar. A) Search Text: Enter the text you want to find in existing the existing Topics. B) Search Options: Use this section to "Limit" your search to specific criteria. C) Search Results: The results from your Search will be updated on the same page. Lundy Innovations Ken Lundy, Sr. v1.2 15
Forums What's New? What's New? A recap of the "Most Recent 10 Posts" for 4 Forum Groups. A) Agency News & Updates Most recent posts: News, Announcements, Reminders, Faxes to Claim, Polls & Marketing Ideas Forums B) Agency Partners Forums Most recent posts: Updates, Specials & News Forums C) Questions & Suggestions Forums Most recent posts: Questions or Make a Suggestion Forums D) Agent (Help & Advise) Forums Most recent posts: Destinations, Suppliers, Your Travel Business Forums Note: You can click on any Topic Title to access a specific Topic Lundy Innovations Ken Lundy, Sr. v1.2 16
Community Agent Social Network Think of the Community Tools as a private Dugan's Travels Social Network for Agents, not unlike Facebook. Agent Social Network Community Wall The Community Wall includes the following. - Forum Topics (Posts) that are shared with the Agent Group - Agent "Status" updates that they choose to share with the Agent Group - Notes & Links from the Dugan's Admin Team Notes: - You can use the "Leave a comment..." feature to leave a comment about a Wall Item. - Please keep in mind your Comments are shared with ALL Agents. Lundy Innovations Ken Lundy, Sr. v1.2 17
Community Agent Directory A listing of ALL Active Agents Agent Directory Features A) Search for a specific Agent by Name You can use the Advanced Search link to access more search features. B) Alpha Navigation Quickly navigate to a section of the Listing C) Agent Information Agent Name: You can click on the Agent's Name to view their Information (if they have chosen to share it). Agent Location: City State Online / Offline Status: Is the Agent Online or Offline, useful if you want to send a Private Message. NOT Funtional during Testing Quantity of Friends: How many Friends the Agent has confirmed. Send Message: Use this link to send a Private Message to a specific Agent Friend Actions & Status: See the next page for more details. Lundy Innovations Ken Lundy, Sr. v1.2 18
Community Agent Directory A listing of ALL Active Agents Creating Friends with Fellow Agents To ADD a fellow Agent as a "Friend", click on the Add Friend Link Your fellow Agent, needs to Confirm your Friend request (before you are friends) Once your Friend "Confirms your Friendship", you can Send Private Messages to them Once your Friendship is "Confirmed", you will see the Remove Friend Link Confirming a Friend Request Navigate to the My Message Center Community Menu or Agent Desk Lundy Innovations Ken Lundy, Sr. v1.2 19
Community Agent Events Calendar A Calendar of Events, in the following Categories. - ClientEase Events, Dugan's Travels Events, FAM Trips, Supplier Event & Training Events A) Events Calendar Navigation - Today: Click the Today Link to return to today - View Date: Brings up a Calendar Pop-up to Populate the Date Field, you need to click the Go Button - Date & Go Button: Manually enter a specific date prior to clicking the Go Button - Categories: Use the Drop-Down to "Filter" the Calendar to a specific Category of Events - You can Navigate to the Next or Prior months by clicking on the Month names. B) Calendar Action Icons/Buttons - Weekly View: Click the [7] Icon to change the display to a Weekly View - Monthly View: Click the [31] Icon to change the display to a Monthly View (default) - Listing View: Click the [---] Icon to change the display to a Listing View - My Enrollments: Click the [Person] Icon to view your Event Enrollments - RSS Feed: Click the [RSS Feed] Icon to retrieve the URL to paste into your RSS Reader C) Events - Events are displayed as a Link on Calendar days. - To Open an Event and view the details, click the link (see the next page for more information) Lundy Innovations Ken Lundy, Sr. v1.2 20
Community Agent Events Calendar Event Details A) Event Title: - The Title is displayed on the Calendar B) Event Details: - Times, Importance, Category, Location, Description and Links C) Enrollment: - If the event organizer has allowed enrollment, use this link to Enroll - Please don't enroll if you are not sure you can attend. Notes: - Use the Return Link to close the Event Details. - Once enrolled and approved - The Link changes to "You are enrolled and approved for this event" text. - Currently only the Dugan's Admin Team can start an Event. Lundy Innovations Ken Lundy, Sr. v1.2 21
Community My Network & Information Used to view and update YOUR Activity, Information, Friends, Groups, Profile, Account & Settings My Network & Information A) Your Name (Display Name) B) Recap of our Information - Photo (Avatar): Click on the Edit Profile Picture to Upload and Add a Photo to your profile - Friends: Your Friends (Photos), if they have uploaded a photo - Groups: Groups you belong to (by default everyone belongs to the All Agents Group) - Forum Activity: Quantity of Posts and Membership Information C) Menu - Use to view the details of your Activity, Info, Friend or Groups - The view shown below is what is displayed by clicking the Activity TAB Activity TAB: D) Share your Status, a Link or send Note to one of your Friends E) Your Activity (Journal) Wall Lundy Innovations Ken Lundy, Sr. v1.2 22
Community My Network & Information Used to view and update YOUR Activity, Information, Friends, Groups, Profile, Account & Settings Info TAB: Use to view your Profile Information Other Agents can view your Info, only if you have granted them visibility Click on My Settings, select one of the following - Everyone (All Agents) - Only Friends (Only Agent that you have "Confirmed" Friendship with) Lundy Innovations Ken Lundy, Sr. v1.2 23
Community My Network & Information Used to view and update YOUR Activity, Information, Friends, Groups, Profile, Account & Settings Friends TAB Use to view your Friend's Information and/or change your friend status. Groups TAB Use to view the Groups you belong too, everyone belongs to the All Agents Group - You can also View the other Members of the Group, click on View Group Lundy Innovations Ken Lundy, Sr. v1.2 24
Community My Network & Information Used to view and update YOUR Activity, Information, Friends, Groups, Profile, Account & Settings Edit Profile To Edit/Update your Profile - Click on the Edit Profile Link at the top right corner of the page To save your Edits/Updates - Scroll down to the bottom of the page - Click the [Save] Button Notes: - The Red "*" next to the label, indicates the information is required. - See the My Account page (next page) to update your Login Information and Display Name. Lundy Innovations Ken Lundy, Sr. v1.2 25
Community My Network & Information Used to view and update YOUR Activity, Information, Friends, Groups, Profile, Account & Settings My Account To Edit/Update your Account Information - Click on the My Account Link at the top right corner of the page To save your Edits/Updates - Scroll down to the bottom of the page - Click the [Save] Button Note: If you change your password, it must be 7+ Characters Long. Lundy Innovations Ken Lundy, Sr. v1.2 26
Community My Network & Information Used to view and update YOUR Activity, Information, Friends, Groups, Profile, Account & Settings My Settings Profile Preferences To Edit/Update your Social Network Profile Preferences Information - Click on the My Settings Link at the top right corner of the page - Select the "Profile Preferences" in the Left Menu - Select the "Visibility" of your profile To save your Edits/Updates - Scroll down to the bottom of the page - Click the [Save] Button My Settings Journal (Wall) Features To Edit/Update your Social Network Journal (Wall) Features - Click on the My Settings Link at the top right corner of the page - Select the "Journal Features" in the Left Menu - Select the "Visibility" of the various features To save your Edits/Updates - Scroll down to the bottom of the page - Click the [Save] Button Lundy Innovations Ken Lundy, Sr. v1.2 27
Community My Network & Information Used to view and update YOUR Activity, Information, Friends, Groups, Profile, Account & Settings My Settings Notifications To Edit/Update your Social Network Notifications - Click on the My Settings Link at the top right corner of the page - Select the "Notifications" in the Left Menu - Select "Who can send you messages?" - Set the other Notifications features To save your Edits/Updates - Scroll down to the bottom of the page - Click the [Save] Button My Settings Options for Albums This feature is currently not enabled Lundy Innovations Ken Lundy, Sr. v1.2 28
Community My Message Center Used to view your Social Network Messages (Inbox, Notifications) and Create New Messages. Note: This is the same My Message Center that's on your Agent Desk. My Message Center To Retrieve your Messages (from your Friends) - Click on Inbox Link - Actions - Respond: Click on the Message Title and Respond - Delete the Message: Click the "x" in the right side of the message Retrieve Notifications - Click on Notifications Link - To Confirm a Friend Request, Click on [Confirm] Button Lundy Innovations Ken Lundy, Sr. v1.2 29
Community My Message Center Used to view your Social Network Messages (Inbox, Notifications) and Create New Messages. Note: This is the same My Message Center that's on your Agent Desk. My Message Center Send a Message to a Friend 1) Click on New Message Link 2A) Start typing a Friend's Name in the To: line, you will be presented with friends as you type 2B) Select the Friend 3) Enter your Subject and Message 4) Click the [Send] Button Lundy Innovations Ken Lundy, Sr. v1.2 30
Library The Library page contains reference Information, Guides, Manuals and Files, in 4 Categories Dugan's Infor & Guides - Information, Guides and Files provided by the Dugan's Admin Team ClientEase Infor & Guides - Information, Guides and Files provided by the Dugan's Admin Team and the ClientEase Supplier Infor & Guides - Supplier Information provided by the Dugan's Admin Team CLIA Information - Information on obtaining a CLIA Card Notes: - For "More Information" about a Link, Click the "..." next to the link - A majority of the documents are in a PDF format and will open up in a new browser window. - If you need a PDF viewer, you can download a viewer for free at the following URL: http://get.adobe.com/reader/ Lundy Innovations Ken Lundy, Sr. v1.2 31
Training The Training page contains a collection of available training offered by our partners, the travel industry associations and suppliers; in 4 Categories Association's Training - Links to Training offered by ITIA and CLIA ClientEase Training - ClientEase Overview Guide - Links to ClientEase's Training Video Library Supplier Training - Links to Training offered by Suppliers - Most of the Suppliers allow you to access training by creating your own Login & Password. - Some do require a Dugan's Travels Login & Password, indicated by a (DT Login) in the link. - To retrieve the Login information, click the "..." after the Link, New Agent Training - Collection of Training that New Agents will find beneficial. Lundy Innovations Ken Lundy, Sr. v1.2 32
Contacts A listing of Key Contacts at Dugan's Travels with their contact information. Lundy Innovations Ken Lundy, Sr. v1.2 33