vReferring Sponsor is the member that recruits someone into the company.
vGenealogy Sponsor is the member that a newly recruited member is placed under. The level 1 upline now becomes the genealogy sponsor of the newly recruited member.
Common Question
ØQ: Why won't the referring sponsor be the genealogy sponsor?
üA1: In the case of a Forced Matrix, when the level 2 is filled, the newly recruited member is spilled-over to the referring sponsor's level 2 genealogy, which now makes the receiving level 2 member the genealogy sponsor.
üA2: In the case of X-up genealogy type, a member that is passed up for qualification would have a different genealogy sponsor. The member that received the newly recruited member would be the genealogy sponsor and the member that passed up the newly recruited member will be the referring sponsor.
Moses Fagbemi
Installation Guide
Get step-by-step instructions on how to install Plexum x6.
New Installation
Plexum Installation Instructions
Need help with installation? ******************************************* Installation service is available for a one-time fee of $199. Save time, let a Plexum Expert do the install for you. Click here to purchase an installation service now. *******************************************
Quick Installation Recommendation: Plexum X6 should be installed directly under your website document root directory (e.g. public_html/, www/, etc...).
Now, let's begin the installation process!
Installation Steps:
Unzipped the software zipped package.
You will see plexum folder, index.php, plexum.php, plexumcp.php and plexum_setup.php.
Upload the package Folders and files in BINARY mode only, do not upload in ASCII mode.
Upload folders and files directly under your domain account document root directory (e.g. public_html/, www/, etc...).
Set permissions on all folders and files to 0777 (drwxrwxrwx or -rwxrwxrwx), including image folders and files. Note: the permission is required on UNIX /LINUX servers, for Windows servers; read/write/execute permissions are required.
Installation Final Step:
Run plexum_setup.php via web browser (e.g. http://www.yourdomain.com/plexum_setup.php), follow the setup page instructions.
Check to make sure the server path and URL shown on the setup page matched your server path and URL , and if not, change it to the appropriate path and URL .
Do not end the path or URL with a backslash or forward-slash (no trailing slash).
After the installation is completed, you will be presented with the URL to administrator, users back office and website URL , including the default administrators pre-selected username and password, you can copy or print the page for your record.
Re-installation *********************************************** If you are re-installing X6 over an existing installation, simply delete all X6 files and re-upload from the X6 zip file archive and follow the installation procedure, just as if you are installing a new copy. ***********************************************
Moses Fagbemi
Upgrade Installation
Plexum Upgrade Instructions
Need help with installation? ******************************************* Installation service is available for a one-time fee of $199. Save time, let a Plexum Expert do the upgrade for you. Click here to purchase an installation service now. *******************************************
Note: Before you upgrade your software, please first upgrade Plexum X5 software license to X6. You can do so by logging to your Plexum.com account manager at (https://www.plexum.com/client/) or contact our support department.
Now, let's begin the installation process!
Installation Step 1:
Log-in to Plexum X5 administrator's back office, and click on Preferences & Tools, System Configuration and set "Site Maintenance/Offline Setting" User Back Office and Web Site to Disable and click on the Submit button.
Backup your current MySQL database before upgrade installation. You can use PHPMyAdmin to backup your database or contact your web hosting administrator to backup the database for you.
Installation Step 2:
Log-in to your server via FTP
Navigate to "plexum" directory under your document root.
Within plexum directory, rename the following folders; (images, plates, phpapi, panel_logo, js) to (images_x5, plates_x5, phpapi_x5, panel_logo_x5, js_x5).
Installation Step 3:
Unzipped the software zipped package to a directory on your local drive.
After unzipping the package, you will see the following; plexum, index.php, plexum.php, plexumcp.php and ReadMe.txt.
Installation Step 4:
Change the "Transfer Mode" on your FTP client to Binary
Upload folders and files within the plexum directory to plexum directory on your server and replace the index.php, plexum.php and plexumcp.php on your server document root directory with the one on your local disk (e.g. public_html/, www/, etc...). *** NOTE: You must upload the folders and files in BINARY mode only, do not upload in ASCII mode***
CHMOD (permissions) the folders and files to 777 (drwxrwxrwx), for those installing on a Windows server, give it FULL permissions (Read/Write/Execute).
Installation Step 5:
Run the upgrade.php file in plexum/phpapi folder via the web browser (e.g. http://www.yourdomain.com/plexum/phpapi/upgrade.php).
Installation Step 6:
Click on the "Start Upgrade Now" and follow the On-Screen steps. *** DO NOT CLOSE THE BROWSER DURING THIS UPGRADE STEPS ***
After the installation is successful, a page with your log-in URLs will be displayed.
Installation Step 7:
Delete the following folders from plexum directory on your server; (images_x5, plates_x5, phpapi_x5, panel_logo_x5, js_x5).
Installation Final Step:
Log-in to the administrative back office, and following the steps below.
Click on (Global Management => Install/Un-install Modules) re-install all the add-on modules you previously had on Plexum X5 system, DO NOT Removed modules until the upgrade installation and configuration is completed.
Click on (Global Management => Automatic Task Management => Task Scheduler) and select the type of task scheduler automation you preferred (Cron Job or Website Trigger). If you previously used Cron Job, please log-in to your Cron Job manager on your server and delete all cron setup and add the new cron script path listed on the Task Scheduler page.
Click on (Global Management => Preferences => System Preferences) and update the configuration options and click on the SAVE button.
X6 now support class access base for administrative access, and with the installation of the upgrade, one global class has been assigned to all admin in the system prior to X6 installation, to create different class access for administrators, click on (Global Management => Administrative Access Manager => Access Class).
X6 now support multiple back office skin and during the upgrade installation the skin configuration prior the upgrade have been removed and default setting was restored, to change the skin configurations and preferences, click on (Global Management => Skin Wizard).
Check all plan which can be found in (User Management => Manage User Class), especially if upgrade, downgrade and cash reward features are being used. If upgrade/downgrade option is previously setup on X5 on each plan Incentives & Reward, please access each plan (User Management => Manage User Class => Upgrade/Downgrade Preferences) and enable (Requirement for Automatic Upgrade) also cross check the upgrade and downgrade settings. The same applied to Cash Reward (Incentives & Reward).
Access the website replication area (Site Management => Website Replication Manager), each website preferences must be checked and update if need and after preferences update, click on Template Editor then “Rebuild Website Templates”.
Check the Genealogy Preferences and update if necessary (Global Management => Preferences => Genealogy Preferences).
X6 now has additional tags available to email templates and also some tags are changed. To update the email templates, click on (Global Management => System Email Templates).
Smart Campaign Module: Update the following area Campaign Manager link is now placed in Contact Management area (Contact Management => Campaign Manager).
Check and update all Smart Campaign Module (Preferences and Advanced Preferences).
Re-build all campaign letters.
And just do a general settings check-up.
Moses Fagbemi
Requirements
Web Server:
PHP 5 or above compiled with CURL , and XML support.
Zend Optimizer 3.0.1 or above.
CURL, (mysqli or mysql ), FTP, XML and GD2 extensions support.
SSL enabled Web Server for Recurring or Auto Billing capability.
MySQL 4.0.0 or above.
Ability to run index.php as the index page default.
Full execute, read and write permissions under document root directory for your domain account.
50 mg minimum of web space.
Mail Program: Sendmail or SMTP .
CronTab (not so required as X6 has a built-in FakeCron but CronTab is preferable).
DNS-Wildcard (Only required if you intend to use Sub-domain names for users website URL (e.g. siteid.yourdomain.com)).
Note: Plexum X6 can be installed on any web server that meet the above requirements.
MySQL Database:
20 mg minimum space.
Must have database Hostname, Database Name, Username and Password.
The database user must have full privileges to: (Lock/Unlock Table, Read/Write, Table Alter, Drop Table).
Chosen database must only be used for Plexum X6 installation and contain no dash (-), use underscore (_) instead.
Note:
To use multiple database with Smart Campaign Module, you must have mysqli extension complied with PHP5
If your server or website do not meet any or all above requirements, please contact your web hosting provider administrator.
Moses Fagbemi
Quick Configuration Guide
Instructions on how to quickly setup the main section of the plexum software.
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Release Notes
Build 6.1.9 Update (Mar 03, 2007)
Bug Fixed
Custom Link Wizard
Error generated when custom links is being added from the admin back office for the User Back Office. Error details: preg_match() [function.preg-match]: Delimiter must not be alphanumeric or backslash
Advanced Data Exchange (ADE)
Error generated when item is being added or updated within the Receive Post settings. Error details: MySQL server generate error: Unknown column 'ir_id' in 'where clause'
Moses Fagbemi
Build 6.2.0 Update (Mar 14, 2007)
Bug Fixed
Users' Billling
Users billing date not changed after upgrading from a none billing class to a billing class.
Administrators' Contact Manager
Contact Manager entry submit button not functioning properly.
Moses Fagbemi
How To...
Shopping Cart Integration
Posting transactions from a shopping cart to Plexum is very simple and can be done in various of methods (e.g. image call, JavaScript, calls within scripting language PHP, Perl, etc..).
Where to Post transactions to: http://www.yourdomain.com/plexum/phpapi/integration.php
Note: 1. Replace the "yourdomain.com" with your actual website domain name. 2. The location of the integration.php script would be correct if you installed Plexum in it's default location, but if it was installed in a sub-folder under your document root directory, then you will need to include the folders as well.
Post & Transaction Variables:
Variable Name
Value
Required
Description
type
cart
Yes
Indicate to record sales transaction.
return_userid
UserId
Yes
UserId of the user that referred the sale.
return_pass
yes/no
No
Indicate to not credit the user that referred the sale but pass the sale to the user upline sponsor, if no value is provided, it will default to "no".
return_orderid
Yes
Sales order number, supplied by your shopping cart software.
return_amt
Yes
Total amount of the sale, which commission calculation will be based on, if commission-able amount is not supplied in return_commissionable variable.
return_commissionable
No
Total amount to based commission calculation on, if an amount is supplied (e.g. 20.00).
return_approved
yes/no
No
To automatically approved orders despite the financial & Plan manager preferences.
return_custname
No
Customer name supplied from the shopping cart.
return_source
No
Name to use in identifying the sales (e.g. Xyz Store).
return_item_info
No
List of item purchased (e.g. Quantity, Price Each, Item Name|2,29.00, Mouse Pad).
return_api
yes/no
No
To indicate if the sales information is passed silently (e.g. using PHP, Perl), if no value is provided, it will default to "no".
return_recurring
yes/no
No
To indicate if the sales is a recurring transaction, if no value is provided, it will default to "no".
return_st
No
Secret code to verify the transaction is coming from the actual site, this code is what is set on Financial & Plan Manager Preferences.
return_location
No
If "return_api" value is empty or set to no, you can provide url where to redirect customer after sales is recorded.
return_img
yes/no
Yes
Indicate to return an image if the sales information is being passed through image tag
Posting a userId to your shopping cart, you can place a link to your shopping cart on users replicated WebPages with a tag "!ID!" to callout the userid into your shopping cart url string (e.g. http://www.yourdomain.com/store.php?referral=!ID!), note that the !ID! will automatically be replaced with the actual userId and your shopping cart software must be able to hold the userId passed to it and supply it when the transaction information is being passed back to Plexum for commissions.
Simple Connection Integration Method
Posting via Image call:
The returned image from Plexum is a blank 1pixel image.
Posting via JavaScript:
How to use the JavaScript onLoad call:
<body onLoad="plxCpage();">
Note: only the minimum sales transaction information is present on the example string, and depending on which of the simple method you are using, the code must be placed on the final transaction page commonly referred to as checkout confirmation page.
Advanced Connection Integration Method
PHP Sample Code: A sample of PHP code to add to a PHP shopping cart.
Perl Sample Code: A sample of Perl code to add to a Perl shopping cart script using (LWP::Simple) Perl module:
With the advanced method, one of three types of value will be return back to your script, see bellow:
Return Value
Description
ok,Tracking ID
ok indicate that the transaction is registered successfully and Tracking ID is replaced with the actual number of the record on Plexum Sales Transaction Manager.
duplicate_order
Indicate a duplicate transaction and the transaction is rejected.
authentication_filed
secret code passed or domain name of the shopping cart do not match the secret code or allowed domain name on Plexum referral security setup and the transaction is rejected.
Moses Fagbemi
Kayako Integration
Integrating Kayako SupportSuite with Plexum X6 instruction.
I assumed you are already logged-in to your Kayako Administrative Dashboard.
Click on (Templates) link.
Click on (LoginShare) link
From the Plug-in List, locate (Plexum) and click on Settings directly to the right.
LonginShare Plexum Settings
Hostname: Enter your MySQL server hostname (e.g. localhost, IP address, or domain name). Please check with your server administrator.
DB Name: Enter x6_L32oxJkz9_(Database Name), assuming your database name is (plexumdb) the "DB Name" to enter will be x6_L32oxJkz9_plexumdb
DB User: Enter your MySQL Database username.
DB Password: Enter your MySQL Database password.
Note:
MySQL database information asked of is your Plexum database information.
If your Plexum MySQL database server isn’t hosted on the same server where your Kayako software is installed, please add the hostname of the server that is hosting your Kayako software to your MySQL “Allowed Host” database. If you are not sure how to add host to MySQL, please contact your web server administrator.
Integration with Kayako requires Plexum X6 configured to only allow one email address per user. Please see Quick References on (Setting One email address per user account).
Moses Fagbemi
Protecting Folders & Files
This section explain how to grant access to external Folders and Files to all or selected users within specific classes.
Example: Say you have a report on (How to get rich in 2 seconds) and you would only like for users on a specific class to be able to download the report. Please follow the instructions below;
Login to your server via FTP and create a folder (e.g. docs), please make sure you set permissions on the folder to either 777 or 755.
Login into your Plexum Admin Back Office and click on (Site Management / EAC Management), then click on (Directories Access Manager) link and complete the options and save the settings. See documentation for help on the options.
Click on (Global Management / Custom Link Wizard) then click on (User Back Office). This section is where you link the folder or file within the folder that you've created on your server via FTP. See documentation for help on the options.
Tips:
Files and folders that will be accessed within the protected should be linked on one index page and the index page should be used when creating the custom link within the Custom Link Wizard section.
Moses Fagbemi
Moving Users Genealogy
To move a user genealogy, please follow the steps below.
Note: Moving a user genealogy will restructure of the receiving and the users the genealogy was moved from.
Login to your Plexum Admin Back Office.
Click on User Management.
Click on Genealogy Manager.
Click on Position Manager.
Move User Genealogy Position.
Enter the UserId of the user that you want to move in (Move User Genealogy) input box.
Enter the UserId of the user you want to move the above user to in the (To New Sponsor Genealogy) input box.
Check (Make this Sponsor the new Referred Sponsor) checkbox if you want to make the new sponsor the direct sponsor (referring sponsor) also.
Click "Move Genealogy" button to complete the request.
Moses Fagbemi
Quick References
Setting One email address per user account
To restrict users to use one email per account, which means user that wants to have multiple accounts will need to use different email address for each account.
Within your Plexum Admin Back Office, click on Global Management, Preferences then System Configuration link.
Scrolls throw the page until you see (User Preferences).
Select “No” on (Allow Multiple Emails) option.
Moses Fagbemi
Company Sponsor Genealogy
When a company genealogy is enabled on a forced matrix genealogy, all users will fall into the specified member that is pre-assigned as the company genealogy regardless of the direct sponsor of the new member that it’s recruited.
user1 is the company genealogy account.
Examples
Homer personally sponsored Bart, because the genealogy is a company sponsor genealogy, Bart will not go under Homer but fall into Sideshow Bob's genealogy.
Homer personally sponsored Marge; Marge will fall under Sideshow Bob's genealogy.
Lisa is now personally sponsored by Homer; Lisa will be placed under Homer genealogy.
Bart personally sponsored Principle Skinner; Principle Skinner will be placed under Homer's genealogy.
Skinner personally sponsored Moe Szyslak; Moe will be placed under Bart's genealogy.
Note: The genealogy is always build from left to right, which means the first available spot to the left is filled first and starting from the left, a member level 1 genealogy is filled before starting with the next member to the right.
Moses Fagbemi
Referring Sponsor vs. Genealogy Sponsor
vReferring Sponsor is the member that recruits someone into the company.
vGenealogy Sponsor is the member that a newly recruited member is placed under. The level 1 upline now becomes the genealogy sponsor of the newly recruited member.
Common Question
ØQ: Why won't the referring sponsor be the genealogy sponsor?
üA1: In the case of a Forced Matrix, when the level 2 is filled, the newly recruited member is spilled-over to the referring sponsor's level 2 genealogy, which now makes the receiving level 2 member the genealogy sponsor.
üA2: In the case of X-up genealogy type, a member that is passed up for qualification would have a different genealogy sponsor. The member that received the newly recruited member would be the genealogy sponsor and the member that passed up the newly recruited member will be the referring sponsor.
Moses Fagbemi
Administration Manaul
Full operations manual system adminitrator.
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Home
Alert System
Doc
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Statistics & Graphs
Doc
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Daily Activity Reports
Doc
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Help
Check For Updates
Doc
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Contact Management
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Contact Manager
Manage Contacts
Manage Contacts
To Manage Contacts, mouse over Contact Management and click Contact Manager. Then click on Manage Contacts. Here contacts can be viewed under the alphabetical arrangement or by searching under specific criteria using the Quickfind function. Here you can make changes to the contact as needed and necessary.
NOTE: Click on SAVE button after any changes have been made for it to take effect.
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Manage Notes
To Manage Notes
Mouse over Contact Management and click on Contact Manager. Then Click on Mnaage notes. Here, the system administrator can add a new note, and append the note to a specific user from the drop down menu. Existing notes can also be modified and deleted from the list.
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Add a New Contact
Adding a New Contact
To add a new contact, mouse over Contact Mnaagement and select Contact Manager. Then click on "Add a New Contact". Select the "Contact Type", and fill the form as completely as possible.
Click on SAVE button
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Task Manager
Tasks
TASK MANAGER
The Task Manager allows you to schedule, track and manage appointments, meetings and events.
Appointments
Appointments are activities that you schedule in your calendar that do not involve inviting other people or reserving resources. You can set reminders for your appointments. You can view your appointments by day, week, or month.
You can schedule an appointment in your own calendar, and others can give you permission to schedule or make changes to appointments in their calendars.
Meetings
A meeting is an appointment you invite people to or reserve resources for. You can create and send meeting requests and reserve resources for face-to-face meetings or for online meetings. When you create a meeting, you identify the people to invite and you pick a meeting time. Responses to your meeting request appear in your Inbox. You can also add people to an existing meeting or reschedule a meeting.
Events
An event is an activity that lasts 24 hours or longer. Examples of an event include a trade show, the Olympics, a vacation, or a seminar. Usually, an event occurs once and can last for one day or several days, but an annual event, such as a birthday or anniversary, occurs yearly on a specific date. Events and annual events do not occupy blocks of time in your calendar; instead, they appear in banners. An all-day appointment displays time as busy when viewed by others, while an event or annual event displays time as free.
In Plexum, the Task Manager ensures that you are able to effectively set-up, track and maintain events, meetings and appointments.
Accessing Task Manager:
Mouse-over the Contact Management tab, and select Task Manager.
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Add Task
Adding a Task:
Click the Add a task list, and select your contacts that you want the task be sent to from the drop down (how are the contacts added and generated?). Enter the Subject of the task in the Subject field.
Due Date: Enter date you expect to complete the task.
Start Date: Enter date that you expect to start the task.
Reminder: Check box and select date you wish to be reminded of task.
The Task Manager also enables you make peripheral updates to your task.
Status: Update the Status of the task by selecting and of the options from the drop-down. Update options are Not Started, In Progress, Completed, Waiting for Someone else and deferred.
Priority: You can set priority options of task by selecting from the drop-down. Options are Low, Normal and High
Complete: This option enables to select the progress level of task, and select percentage completed.
Details: Enter the details of the task.
Click Save.
Note: Whenever updates and changes are made to the task, the SAVE button must be clicked so as the changes to take effect.
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Broadcast Manager
Broadcast Queue
Content Sensitive Help - Click to get help on specific area.
Search Queue - Enter text in the Subject box and click Find ::. to view broadcast in queue that match the search criteria.
Queue Listing - List all broadcast currently in the active queue and holding queue.
Column Explained:
No. - Unique queue record number assigned to broadcast. Click number to view or edit broadcast setting and e-mail content.
Subject - Subject title of broadcast. Paper click icon indicate file is attached to e-mail.
In-Queue - YES indicates broadcast is in active queue and will be sent at the scheduled time. NO indicates broadcast is in the holding queue and will remain in queue until admin change the Add to Queue setting to YES.
Scheduled date - Date and time broadcast is scheduled to be sent.
Date - Recorded date and time broadcast was created.
Click magnifyglass icon to view or edit broadcast setting and e-mail content. Click X icon to delete broadcast.
Moses Fagbemi
Compose Broadcast
Compose or Schedule a New Broadcast Mailing
Content Sensitive Help - Click to get help on specific area
Archive Selector - Access a list of archived broadcast from the Drop Selection Menu. Once a broadcast have been selected it will be loaded into the composing area.
Mailing Options offer several preferences you may set to give greater control over the mailing process.
Add to queue - Setting to YES will add this broadcast immediately to the active queue. Setting to NO will place the broadcast into a holding queue. Although the broadcast can still be compose and scheduled for later sending it will remain in the holding queue until you manually add it to the active queue by changing this setting.
Priority - Set the priority status of this broadcast from the Drop Selection Menu. The priority setting will activate a flag within the User's E-mail Client drawing their attention to the e-mail.
User Language - With this language selection target Users with a specific language set in their profile.
User Status - With this status selection target Users in a specific status level.
User Plan - With this plan selection target Users in a specific plan or all Plans.
Notify email - (optional) Enter e-mail to send broadcast completed notify. Separate e-mails by commas (email1@domain.com,email2@domain.com..etc.) to send notification to multiple recipients.
Limit per session - Enter the number of e-mails to sent per cron run. It is highly recommended to keep setting between 200-400 on a shared hosting account. Dedicated servers may be use higher limit based on the performance of the server.
Delivery Options - Setting to IMMEDIATELY will send broadcast immediately upon click the Save ::. button below (If add to queue option above is also set to YES). Setting to SCHEDULE FOR LATER will prompt you for date and time settings (see illustration above) to send broadcast.
Broadcast Tags - Easily personalize the broadcast e-mail with available tags for First and Last Name, E-mail address, last activity date.. etc.
Subject - Enter the subject of this mailing.
E-mail version - Compose e-mail in both text and HTML format. Click Text Version to compose in text format. Click HTML version to compose in HTML format with an HTML editor.
Note: If you wish to track and log opened e-mail, add tag !TRACK! anywhere in the body of the e-mail (HTML version only).
Click Preview button in the format you wish to preview e-mail in. Preview e-mail will be shown in a pop-up window.
Attach Files - Click to view file attachment bay. The attachment bay will appear directly above link. (See below for file attachment instructions)
Add to archive - Apply check mark to save this broadcast into the Broadcast Archive for later use.
Click Save ::. button to send broadcast or save in queue.
Attaching Files
You may attach a single file or several files to a broadcast mailing. To attach a file click on the Browse button, from the Choose File dialog box locate the file you wish to attach from your local hard drive.
Repeat process for each file you wish to attach. Then process to the SAVE button.
Moses Fagbemi
Broadcast History
Search History - Enter text in the Quick Find box, Select the search criteria from Drop Selection Menu, and click Find ::. to view all broadcast matching the search criteria in the History Listing.
History Listing - A list of all sent broadcast mailings.
Column Explained:
No. - Unique history record number assigned to broadcast. Click number to view completed broadcast record details.
Subject - Subject title of broadcast. Paper click icon indicate file is attached to e-mail.
Completed Date - Recorded date and time broadcast finished mailing to User list.
Date - Recorded date and time broadcast was created. Search Opened Log - Enter text in the search box and click Find ::. to view all tracked opened e-mail logged by User.
Opened Log Listing - A list of logged opened broadcast e-mail.
Column Explained:
User - ID of User. Opened - How many times the User has opened the e-mail. Last opened date - Recorded date and time User last opened the e-mail.
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Broadcast Archive
Doc
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Campaign Manager
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Activity Reports
Campaign Report
Doc
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Opt-out Email Report
Doc
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Undeliverable Email Report
Doc
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Suppressed Email List
Suppressed Email List
Doc
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Import Suppression Email List
To Import multiple prospects from a file; first you must have the following already set in place:
1. A file with prospects each list on separate lines within the document.
2. An import format already defined.
Next, click browse to select file from your locate hard drive.
Select the campaign and import format from drop down menu.
Optional - Enter the User ID to import prospect into their campaign. If left blank import will be placed into the campaign's Allocation Queue.
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Add a Single Suppression Email
Any email added will be filtered out of campaigns during importing, allocation, and web form submission.
Add a Single Suppression Email
Suppression Type - Enter the suppression type. When viewing reports will be able to easily determine why this e-mail is on the Suppression List.
Campaign - Select campaign to filter email against. Select ALL Campaign to filter against all Autoresponder Campaigns.
Email Address - Enter email filter out of selected campaign(s).
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Logs Manager
Logs Manager
Doc
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Prospect Import Manager
Prospect Import Manager
Doc
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Letter Theme Library
Letter Theme Library
Doc
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Create a New Campaign
Create a New Campaign
Doc
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Manage Campaign
Basic Preferences
Doc
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Advanced Preferences
Doc
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Restart Campaign
Doc
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Subscription Form HTML
Doc
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Return URLs/Success Pages
Doc
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User Class Based Access Manager
Manage Campaign Users
Doc
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Manage Campaign Class Access
Manage Campaign
In this section you can manage and modify existing campaigns. In the table listing all exiting campaigns you'll notice a brief outlook for each campaign. The helpful legend easily assist in determining what each column in the table mean.
To modify a campaign; select it from the dropdown menu or click on the magnify icon on the row of the campaign to be modified.
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Add a New Campaign Class Access
Manage Plan Access
Plan - Select available User Plan from drop menu.
Enable Access - Select YES to enable Users of this plan to access campaign. Select NO to disable access.
Optional User Reporting
Report Campaign Sent - Select YES to enable tracking for campaign letters sent; each User is provided statistics on the number of recipients were e-mailed each time a campaign letter is sent. Select NO to disable.
Report Broadcast Sent - Select YES to enable tracking for broadcast letters sent; each User is provided statistics on the number of recipients were e-mailed each time a broadcast letter is sent. Select NO to disable.
Optional Prospect Opened Message Tracking
Enable Tracking - Select YES to record each time a prospects opens a HTML formatted e-mail. Opened Message Reports are viewable by Administrators. Select NO to disable reports.
Unique Prospect Tracking -
Optional Broadcast Prospect Opened Message Tracking
Enable Tracking - Select YES to record each time a prospects opens a HTML formatted e-mail. Opened Message Reports are viewable by Administrators. Select NO to disable reports.
Unique Prospect Tracking -
Campaign Letter
Letter Limit - Enter maximum number of letters for this campaign.
Allow Custom Letters - Select YES to allow campaign letters to be customized by Users. Each User will be able to modify and personalize their own campaign letters. Select NO to force Users to use default letters.
Enable HTML Letters - Select YES to allow HTML formatted letters. Select NO to use text formatted letters only.
Allow Letter Delivery Rescheduling - Select YES to allow prospect's letter campaign to be rescheduled. Example: If a prospect has already received the 7th letter and a User wish to reschedule the prospect's letter received status to 5. The system will send letters 6 and 7 to the prospect again. Select NO to disable rescheduling of letters.
Allow Campaign Letter Restart - Select YES to allow prospect letter campaign to be started. All prospect's who have had all letters of the campaign sent to them; a User can restart the prospect's campaign by clicking on a link. Select NO to disable restarting of completed campaign.
Campaign Prospect Import
Allow Prospect Import - Select YES to allow campaign owners (Users) to import prospects into their campaign. Select NO to allow web-based opt-in's subscriptions only.
Prospect Import Limit - Enter the maximum number of prospects which can be imported.
Prospect Import Limit Within - Set the time frame to apply the import limitation toward. Example: 1000 DAY - Users will only be allowed to import 1000 prospects each day.
Campaign Prospect Broadcast
Allow Prospect Broadcast Mailing - Select YES to allow campaign owners (Users) to set broadcast email to prospects in their campaign. Select NO to disable.
Prospect Broadcast Limit - Enter the maximum number of emails that may be sent.
Prospect Broadcast Limit Within - Set the time frame to apply the broadcast limitation toward. Example: 5000 MONTH - If a User has 5000 prospects in their campaign; User may sent a single broadcast per month.
Campaign Prospect Queue Transfer
When a User initiates an import prospect are imported directly into the User's Lead Queue. Here you can set the behaviour of the Lead Queue.
Transfer Queue Limit - Enter the maximum number of leads to be transfered to the active campaign.
Transfer Queue Limit Within - Set the time frame to apply the transfer queue limitation toward. Example: 1000 MONTH - each month 1000 prospects will be transferred from User's Queue to their activate campaign.
Campaign Prospect Allocation
When an import is initiated by the Admin; you have to option to import directly into the Users active campaign or in a global Lead Queue. Here you can set the allocation behaviour.
Allocation Amount - Enter the maximum number of leads to be allocated to a User's active campaign.
Allocate Prospect Every - Set the time sequence to transfer leads. Example: 1000 MONTH - each month 1000 prospects will be transferred from Lead Queue to the active campaign.
Start Prospect Allocation
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Prospect Manager
Manage Prospects
View and Manage Prospects and submitted data. Manually add new Prospects, Deletion management, and transfer prospects from one User to another.
Add a New Prospect - Click link to manually add prospect to the campaign.
Prospect Deletion Wizard - Click link to mass delete prospects based on criteria.
User to User Transfer Wizard - Click link to move all or portion of prospects from a User to another User.
Manage Prospects
Quick Find - Use it to find or filter prospects by email address, UserId, Import and allocation ID.
Advanced Search - Use it to filter search with additional search criteria.
Export Prospects - Select pre-design export filter from drop menu and click the Go ::. button to export all prospect matching the recent search criteria.
Columns Explained:
ID - Assigned prospect record ID
UserId - ID of the User whom have ownership to the prospect
Email Address - Prospect's email address
Sent - Number of the last letter sent to the prospect.
Subscription Date - Date and time prospect opted-in, imported, or allocated into the campaign
Viewing Prospect Record Details
In this area you view details of the following areas;
·campaign status
·date and time last letter was sent
·submitted data from web form
Restart Campaign Letter - click this link if you desire to restart the campaign for this prospect.
Delete this Prospect - click this link to delete prospect and all associated data
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Add a New Prospect
Manually add prospect to campaign.
Simply fill out the request data and click Save to add prospect.
Note: Any flexfields you have defined in the FlexField Manager will also appear here.
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Prospect Deletion Wizard
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User to User Transfer Wizard
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Prospect Queue Manager
Queue Summary
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Manual Prospect Allocation
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Pending Prospect Allocation
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Allocated Prospects History
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FlexField Manager
Manage Group
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Manage Fields
Managing User FlexFields
Group:: Select and click Go ::. button to display FlexFields assigned to selected Group
Understanding Group List Columns
Field Name - Display name assigned to field.
Type - Indicates field type.
Date Added - Display date and time field was created.
Position - The display order of field. To change order click on the up/down arrow icons.
- Click to Edit Field Preferences.
- Click to Delete Field.
Adding a New FlexField
Field group - Select group (pre-defined in the Group Manager) to place FlexField into.
Field name - Enter descriptive name for field.
Display position - Enter number to insert field into the display position.
Form Field Setting
Field type - Select type in input field.
Textbox (and Textarea) are similar - Textbox allow users to input a single line of text. Textarea allow users to input multiple lines of text.
Dropdown show scrolled list of options defined in the field value.
Checkbox (and radio buttons) are on/off switches that may be toggled by the user. List of options defined in the field value.
Radio are like checkboxes except when one is selected, the other option is delected. List of options defined in the field value.
File allows the user to select a file to be submitted (uploaded) with a form .
Sensitive data field - Select YES to encrypt data stored in database (recommend for data such as credit card number, SSN, etc.). Select NO to use normal data storage method. NOTE: this option only appear when textbox is selected as the Field type.
Form field size - Enter number to set the initial width of the control. The width is given in pixels except when type attribute has the value "text" or "password". In that case, its value refers to the (integer) number of characters. NOTE: this option only appear when either of the Textbox, Textarea, or Dropdown is selected as the Field type.
Textarea field size - Cols: Enter number to set the initial width of the control. The width is given in pixels except when type attribute has the value "text" or "password". Rows: Enter number to set the initial height of the control. NOTE: this option only appear when textarea is selected as the Field type.
Field value - Enter two or more values separated by a comma (,) Thus, for example, used with Dropdown, Checkbox, or Radio field type will allow users to select any one of the defined values. NOTE: Field value box only appear when either of the Dropdown, Checkbox, or Radio is selected as the Field type.
Field default value - Enter the initial value to be displayed on form .
Required fields - Select NO to make field optional (Does not require input from user to complete form ). Select YES to make field input or selection mandatory to submit form .
Optional requirement - Select data criteria for user input.
NOTE:Optional Setting options are hidden when File is selected as the Field type.
Visible on sign-up page - Select YES to show field on sign-up form . Select NO to suppress field from showing on sign-up page.
Editable by user - Select YES to allow Users to edit field in User Back Office. Select NO to disallow.
Viewable to user upline - Select YES to show data to User's upline (sponsor ) in their Genealogy Report. Select NO to hide data from User's upline (sponsor ).
Viewable to user downline - Select YES to show data to User's downline . Select NO to hide data from User's downline in their Genealogy Report.
Add to payout batch file - Select YES to include data in the payout report batch file . Select NO to suppress data from report.
NOTE:File Upload Setting options are visible when File is selected as the Field type.
File upload size - Enter number for the maximum file size that can be uploaded.
Allowed file extensions - Enter file extension permitted to be uploaded. Separate each extension type by comma into the box. Example: txt ,gif ,jpg ,bmp ,zip
Field tag - Enter a short descriptive name for FlexField tag. Tag could be use to place this data in e-mails or Website pages.
Template HTML - Using basic HTML code you can place the field label and inputted data on a Web page.
Example: <b>First Name: </b> !THISTAG! displays the following on the Webpage; First Name: Anthony
Click Submit ::. button to save FlexField .
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Broadcast Mailer
Broadcast History
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Compose Broadcast
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Broadcast Queue
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Campaign Letter Manager
Manage Letter
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Pending Custom Letter
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Opt-out Text Message
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Advertisement Text Message
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Subscription Form HTML
Users Replicated Website Form
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External Website Form
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Form Error Page
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Import/Export Field Wizard
Import Field Wizard
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Export Field Wizard
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User Based Access Manager
User Based Access Manager
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Feedback Messages
Feedback Messages
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Private Messenger
Inbox Messages
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Compose Message
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Sent Messages
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Site Management
Add, Build, and Manager Website(s) which can be configured to operate independent of each other or in conjunction.
Summary
Plexum allows multiple websites which can be configured to operate independent of each other or in conjunction. Here is where you can manage website(s) and it's preferences.
Anthony Johnson
Website Replication Manager
Build and manage all aspects of a replicated website.
Add a New Website
You can have multiple replication websites. Each website can work independently of each other or in conjunction. You can also use the primary domain for all websites or use a different domain for each website.
Adding a Website immediately puts you in the preferences of the website you're adding, see Preferences for settings and configuration details.
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Summary
Plexum allows multiple websites which can be configured to operate independent of each other or in conjunction. Here is where you can manage website(s) and it's preferences.
Anthony Johnson
Manage Website
Preferences
Either you are modifying or adding a new website here is where the preferences of the website is configured.
Website No: a. This number is automatically assigned.
Website Name: a. Enter preferred name for website
Website Domain Name: a. Enter domain to be used with this website. Example: companydomain.com (do not place http:// in front of domain name) Note: when a visitor hits the web page Plexum will determine which domain name was used and redirect visitor to site assigned to the domain name. If you are setting up two or more websites with different domains your server must have parked domain feature enabled. Each domain must be parked to the primary domain. Check with your hosting company to determine Parked Domain is enabled.
Enable Static Replication: a. Select "Yes" to replicate a static page for each page designated to be static. When static is specified page code stored in the databased will be pulled, placed in to a HTML file, and stored on the server. b. Select "No" to replicate all pages dynamically. When dynamic is specified web page will be generated from the database only when a web visitor hit the page URL.
Replication Type: (only available when Static Replication is set to "Yes") a. Select "Multiple Files" to allow multiple template pages to be replicated as static pages. Note: A folder for each User will be created on the server so that static pages can will organized. Because of this User's URL will resemble http://www.companydomain.com/siteid/page.html b. Select "Single Files" to only replicate the home page for the User's website. No folder will be created for Users instead the user's URL will resemble http://www.companydomain.com/siteid.html
Website Storage Location: (only available when Static Replication is set to "Yes") a. Enter the main folder user websites will be replicated in. Example: Leave blank to place user's website in hosting root directory. User's URL will be http://www.companydomain.com/siteid.html or when folder name is specified URL will be http://www.companydomain.com/foldername/siteid.html
Website Language: a. English is the default language. You may add additional language in the Language Manager and provide translations for each.
Replicate for all users: a. Select "Yes" will force this website to replicate for all users. b. Select "No" to only replicate site User has selected on their default website.
User Class Access: a. Check one or more User Class. This will add this website as an option to Users in checked User Class. Website will then appear on list in the My Website area in User Back Office.
Sponsor Tags:
This area will enable you to place User's Sponsor Information on replicated pages.
Enable Tags: a. Select "Yes" to make sponsor's information tags available to show on web pages. Example: !SFNAME! will display Sponsor's first name. b. Select "No" to disable.
Enable FlexField Tags: a. Select "Yes" to make extend information stored in FlexFlieds available to show on web pages. Example: &FTAG_CELLNUM& will display Sponsor's cell phone number. See FlexField Manager for more information on configuring additional FlexField aka custom fields. b. Select "No" to disable.
Latest User Sign-up List Tag:
Enable Tag: a. Select "Yes" to show list of previously activated Users. A tag will be provided. Simple place the tag on replicated page to display list. b. Select "No" to disable.
Display # of Users: Enter a number. This number is the max number of User which will be displayed on list.
Display Refresh Rate: Enter a number (in seconds). List will refresh every xx seconds.
Global User Sign-up Security & Confirmation Setting
Enable Security Code Image: a. Select "Yes" to enable human touch submission of sign up form. This will place a coded image on the sign up page. The person filling out the sign up form must enter the code which display on the security image correctly in order to proceed with the activation process. b. Select "No" to disable human touch security image. The activation process will be allow to continue without restrictions.
Enable Confirmation Checkbox: a. Select "Yes" to place a require check near the submit button on the sign up form. You may use this requirement to ensure terms, conditions, and/ policy is understood before proceeding with the activation process. b. Select "No" to disable this requirement.
Co-op Setting (rotational homepage)
Enable Co-op: a. Select "Yes" to enable rotation of User's website when visitors come to the website through the main URL with specifying a User's site ID. b. Select "No" to to direct all visitors to a default User's website. (See Default Website User setting below)
Site-Id Required Setting
Enable Setting: a. Select "Yes" to display a page that will require visitors to enter a User's site ID when the main URL is used to come to the website without specifying a User's site ID. b. Select "No" to display a "User Website Not Found Page" instead. (See Website Template Editor)
Default Website User
User-Id: a. Enter User ID to direct all orphan web visitors. If visitors come to the website through the main URL without specifying a User's site ID they will be redirected the User's website indicated here.
Website Hits Tracker
Enable Hits Tracking: a. Select "Yes" to enable record keeping of hits to the User's Homepage. You may also track hits of other pages by placing a tracking tag on any of the other web pages. The tracking tag is !TRACKHITS!. Do not place this tag on the home page the system will track visits to the homepage when this setting is enabled. Note: the more users and pages you track will drastically increase the size of the database. Which may cause lag. Keep a close eye on your hit stats and database size to adjust your server requirements accordingly. b. Select "No" to disable.
Users Directory Management Preferences
This setting allow management of how directories (folders) are created and managed on the server. If you have set the preference to use static replication and replication type setting for multiple files; use the following settings to manage the creation of directories which stores the User's web pages. Why would you use enable this setting? Some Windows based servers have a file or folder limitations in each directory. This setting will help with get round such restrictions. Check with your hosting provider.
Enable Management: a. Select "Yes" to enable auto management of directories. Note: enabling this feature will only effect activating User from this point forward. See Force Directory Structure setting below to effect previously activated users. b. Select "No" to disable. Note: If disabled the system will create all user's website in the default Website Storage Location (specified above). For instance you have 1000 users all 1000 website will be stored in this location (directory or folder)
Force Directory Structure: a. Select "Yes" to force directory structure on previously activated users. It will move the website into the managed directory structure format. Note: This will change the URL of the User's Website. It will not effect the user's URL if Sub-Domain feature is in use. b. Select "No" to only effect new activating Users and leave the previous user directories as is.
Users Per Directory: a. Enter the maximum number of Users per directory. Once max is reached the system will create another directory to store user's websites. For instance you have 1000 users, you set max to 250 users, the system will create four directories which stores 250 websites in each.
Website Image Preferences
Allow Image Upload: a. Select "Yes" to enable upload of images. b. Select "No" to disable.
Allowed Image Limit: a. Enter the number of images Users will be allowed to upload.
Allowed Image Size: a. Enter the max size (in kilobyte) will be allowed to be uploaded.
Allowed Images Label: a. Enter the label for images. Example: If you set image limit to 3. If you do not label the image field (leave this setting blank) it will appear in the User Back Office as follows; Image 1, Image 2, Image 3. If you prefer to rename these labels enter them here (separated by comma. e.i. Personal Photo, Family Photo,Fun Photo).
Click Save to apply changes.
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Content Block Editor
Content Blocks are used to create content to be shared on multiple web pages. If you have content which need to be displayed on multiple pages it's best to use Content Blocks. Here are a few examples; Menu Navigation, Brief Product Offers, Specials.. etc. You will find the greatest benefits of Content Blocks when it come time to modify it's content, because no matter where the content block appears on other pages you only have to make the changes in one location.
Usable Website Tags
This list of tags you can use within the content block. The system will replace the tags with the appropriate data. Click on link for tags you wish to use. Available tags will appear in a pop-up window.
Add a New Content Block
Content Block Name: a. Enter the preferred name for content block. Name must be unique from other content block name.
Content Block Tag: &PTAG_[ ]& a. Enter preferred name for tag. Name must be unique from other content block tag. End results will be &PTAG_PREFFEREDNAME&
Editor
Enter content into the editor.
Click the Save button to apply changes. or Click the Save & Continue button to apply changes and continue with editing.
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Find & Replace Tool
This useful tool eliminates the time consuming task of modifying like text or code snippets on each web page.
Click on Add a New Item
You can add up to 5 items. If you need to add more simply fill in the 5 items, save, and repeat process.
Find: a. Enter text or code snippet to find.
Replace: a. Enter text or code snippet to replace found item with.
Examples:
1. Find: Products replace with: Product Details 2. Find: <font color="#000000"> replace with: <font color="#eeeeee" size="2"> 3. Find: home.html replace with: !URL!/index.html (tag taken from Template Link Tags)
Click Save button to apply.
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Template Editor
Add a New Template
Need to add additional pages to the website? Here is where you would do so.
Add a New Template
Template Name: a. Enter preferred name for template page. Name should be unique to identify it from other template pages.
Template Link: a. Enter preferred name for link. Name must be unique. Name will become part of the URL which refers to this page.
Template Type: a. Select "Static" will force the system to create a physical page for this template which will reside in each user's website directory. b. Select "Dynamic" will force the system to dynamic create the web page at the time a web visitor land on the page. c. Select "Panel Dynamic" to only display this page within the User's Back Office.
Template Extension: (only available when Template Type is "Static") a. Select the extension for the static page. Note: .html or .htm are standard web page extensions. Any other extensions listed here, please consult a web developer for further understanding and usage.
Sign-up Form Element: (setting is hidden when Template Type is "Panel Dynamic") a. Select "Enable" when you are going to use the sign-up form on this page. Note: There is a template page already designated as the Sign-up. This setting was made available because in some scenarios you may want to place the sign-up form on other pages as well. b. Select "Disable" if page will not be used as a signup form.
Click the Continue button to add template page and load the template page editor.
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Editing Templates
Storage Location
Indicates where on the server replicated pages will be stored.
Check-Out Status
Indicates which Admin has this page checked out. This prevents two people from modifying the page at the same time. If another admin has page checked and you wish to edit page, click Check-In link to force check in of page.
Import Template
Use this feature to import a pre-designed HTML page. Click on the browse button to locate web page on your local harddrive. Select page to import then click the Import button.
Edit Template
Template Name: a. Enter preferred name for template page. Name should be unique to identify it from other template pages.
Template Link: a. Enter preferred name for link. Name must be unique. Name will become part of the URL which refers to this page.
Template Type: a. Select "Static" will force the system to create a physical page for this template which will reside in each user's website directory. b. Select "Dynamic" will force the system to dynamic create the web page at the time a web visitor land on the page. c. Select "Panel Dynamic" to only display this page within the User's Back Office.
Template Extension: (only available when Template Type is "Static") a. Select the extension for the static page. Note: .html or .htm are standard web page extensions. Any other extensions listed here, please consult a web developer for further understanding and usage. The following extentions are supported: .html .htm .shtml .pl .cgi .php .js .css .txt .xml
Sign-up Form Element: (setting is hidden when Template Type is "Panel Dynamic") a. Select "Enable" when you are going to use the sign-up form on this page. Note: There is a template page already designated as the Sign-up. This setting was made available because in some scenarios you may want to place the sign-up form on other pages as well. b. Select "Disable" if page will not be used as a signup form.
Template Link Tag: a. Here two tags are shown to link to this page from any replicated template page; a non-secured link and a secured link. If secured link is used you must have SSL certificate installed. Please consult your hosting company.
Usable Website Tags
This list of available tags can be used on template page. Tags will be replace with actual data when page is replicated. Click on link for Tags you wish to use and all available tags, for that area, will display in a pop-up window. Simple copy tag and place on page.
External Access Control [EAC]
This feature is optional. EAC will allow you to set access restrictions on this page.
Enable: a. Select "Enable" to set restriction on page. b. Select "Disable" to set for public viewing. No access restrictions.
Enable User Access: a. Select "Yes" to restrict access to users in selected Class Access. Only users in checked Class Access will be allow to view page. b. Select "No" to forbid any user from viewing this page.
Class Access: (Option displays when Enable User Access is set to "Yes") a. Check mark the Class Access grant Users within Class to have access to this page.
Enable External Access: a. Select "Yes" to restrict access to public visitor whom you have setup access privilege for within the External Access Control Manager. b. Select "No" to disable feature.
Allow Access for: (Option displays when Enable External Access is set to "Yes") a. Select from the drop menu on of the pre-configure access control you've previously setup within the External Access Control Manager. Only public web visitors with the login information will be only to access this page.
Editor
Links: (top right of editor) a. Preview Template: click to view current template page in a pop-up window. b. Rebuilt Template Page: Click to rebuild template page for all using this website. Note: When Template Type is set to "Static" is it required to rebuild template page for changes to take effect on all users website.
Enter content or HTML code in box under the icons of the editor or you may use the import feature. There are two tabs under the editor label Design and HTML code. click Design to use editor in design more. Click html code to put edit in code viewing mode.
Click Save button to apply changes. Click Save & Continue button to apply changes and continue in edit mode. Click Delete button to permanently remove template page.
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Usable Website Tags
Using tags within template page will allow you to create a unique and dynamic experience. Click on the Usable Website Tags link or within the editing mode of any template will display a categories of available tags.
Find the tag you wish to use then copy and paste onto template pages.
The system will replace tag with corresponding data when template page is replicated.
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Rebuild Website Templates
In this section you have two options to rebuild website template pages. This function is particularly important when you have modified content on any of the template pages, most importantly any of the static templates. In order to ensure content changes take affect on all user replicated websites it is recommended to rebuild template pages after every modifications.
Rebuilt Templates Now a. Click this button to immediately rebuild all template pages in real time.
Rebuilt Templates in Silent Mode a. Click this button to rebuild template pages on the next cronrun. Note: Highly recommended for systems with large user base or have a high template page count. If you start to get browser time-out notice when rebuilding template pages in real time then you may want to use this option.
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Copy Website Templates
Copy Website Templates
Copy teamplate pages from one site to another.
Select the website to copy temptate from the available websites in the dropmenu.
Copy Template to: a. Select the website to copy template page to from the available websites in the dropmenu.
Copy Template: a. In this box are template pages within the selected website to copy from. Select template page and click add to list to move page to the right box (selected templates). Repeat until all pages you wish to copy appears in the right box.
Selected Templates: a. In this box template pages selected to be copied will is listed. If you wish to remove page(s) select template page and click the remove link.
Click the copy template to copy template pages.
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Language Navigation Wizard
Language Navigation Wizard
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Content Management System
Create blocks of content. Set time and date restrictions on appearance of content.
Content Management System
Using a Content Management Management feature will provide the ability to place time restrictions when content is shown.
For instance: You have a conference call every Tuesday between 8PM-9PM. You want a special offer to be displayed in the User's Back Office or Website between the same time. During the call you announce where the URL. Individuals on the call receiving the URL can now take advantage of the conference special offer. At the end of the call or 9PM the special offer is automatically removed from the web-page although the page itself can still be accessed.
Add a New Content
Enable: a. Select "Yes" to activate this content block. b. Select "No" to disable.
Content Name: a. Enter a unique name for content block. e.i. Conference Special (Only admin will see this name and used for the sole purpose of organization.)
Content Tag: a. Enter a unique name for content block tag. e.i. confspec. Example: The content block tag will be &CTAG_CONFSPEC&. When this tag is placed on a replicated page it will be replaced with the content in the Editor block below.
Class Access: a. Check mark the Class Access content block is permitted to appear on User's website or back office. Note: only User Class(es) which have been previously setup and enable will appear as options in this setting.
Date/Time Control
Type: a. Select "Multiple Instance" to select multiple dates and time content will appear. Content will continue to appear has indicated in the date and time settings below. b. Select "Single Instance" to enter a duration content will appear in hours. Once time has elapsed content will not appear again unless you reset the time by modifying hour setting.
By Hour: a. (when Type is set to Single "Instance") Enter the number of hour(s) content will appear on page. Note: Time starts when you click the save button. Even though you have not actually placed the Content Management Block Tag on a template page. b. (when Type is set to "Multiple Instance") Check mark the Hour content will appear on page. Example: if 8AM and 9PM is marked content will display, for one hour, at 8AM and be removed at 9AM. Again at 9PM then be removed at 10PM.
By Day of the Week: (only display when Type is set to "Multiple Instance") a. Check mark the day of the week content will appear. Content will appear on marked day(s) and within the hour rules set above.
By Month: (only display when Type is set to "Multiple Instance") a. Check mark the Month(s) content will appear. Content will appear on marked month(s) and within the day rules and hour rules set above.
Editor
Enter content in the editor block.
Advanced web designers may click on the html code tab (bottom of editor) to copy and paste html code within editor.
Click Save button to apply.
Click Save & Continue to apply and continue editing content.
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Site Tools
Configure and Enable feedback forms and tell-a-friend forms. Complete with providing results to both Admins and Users via email and in their Back Offices.
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Site Feedback Form Builder
Preferences
Preferences
Form Name: a. Enter unique name for this feedback form.
Feedback Notifications: a. Select "Administrator/User" to email feedback form results to both Admin and User. b. Select "Administrator" to email feedback form results only to the Admin. c. Select "User" to email feedback form results only to the User.
Send Confirmation: a. Select "Yes" to email a confirmation to the form submitter. b. Select "No" to disable confirmation email.
User Class Access: a. Check mark one or more User Class(es). Only Users of marked User Class will be able to see the feedback results in their User Back Office and receive all related notifications. Note: Unmarked Classes, If feedback form is on user's website it will not hide the form. It will simply hide the feedback results.
Automatic Campaign Subscription * only available when the smart campaign module is installed.
Subscribe to: a. Check mark one or more campaign(s) to auto subscribe form submitter into. Only enabled campaigns will show as options here, See Manage Campaign for more details.
Birthday & Gender Fields
Enable Birthday Field: a. Select "Yes" to require submitter's birthday. b. Select "No" to disable.
Enable Gender Field: a. Select "Yes" to require submitter's gender. b. Select "No" to disable.
Note: If you are modifying an existing form which has already been placed onto a template page, changing these settings will require you manually add or remove related form fields from the feedback form.
Return Page Setting Only one of the following two options need to be populated. In the event both are populated External URL setting Will be ignored and the web visitor will be redirected to the Template Link page.
Template Link: a. Enter the template link name. Example: Let's assume a thank you page was created and fbthankyou was assign as the link name for the template page. fbthankyou is what would be entered here. When the web visitor complete the form and click the submit button, if successful, the fbthankyou page would display in the browser.
Note: You may use the same form on multiple replicated websites. If form is used on multiple sites, ensure a page, with the same template link name, exist within the template editor of each website it's used on. Otherwise, if the system does not find the specified template link name it will display a blank white page.
Click Delete button to remove form. (This action is not reversible.)
Click Save button to apply changes.
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Generate Form HTML Code
Generated Form HTML Code
Form HTML code is displayed in the editor box. You can not modify the form's look and feel here. Decorative modifications to form must be done on a template page.
Click the Select All link (top right of the editor block) to ensure all code is selected. On a Windows-Based PC: Use the Ctrl-C keys to copy into clipboard, then use Ctrl-V keys to paste code.
Click Preview link (top right of the editor block) to preview form in a new browser window.
Ade Adesanya
FlexField Manager
First Name, Last Name, and Email Address are standard fields on any forms created within the system. You can add additional fields to the form with the FlexField (aka custom field) tool. Some HTML and Form Code knowledge is needed to successfully implement form on replicated website otherwise is it recommended you consult a web designer.
After a web visitor submit the form results are made available to Admin and Users (optional) within the Back Office.
Add a New FlexField
Field Name: a. Enter a unique name for this field.
Display Position: a. Enter a number to position this field on the form. Note: First three positions are already occupied by the First Name, Last Name, and Email fields.
Show to User: a. Select "Yes" to show User posted data in User Back Office. b. Select "No" to hide data.
Include in Email: a. Select "Yes" to include posted data in email confirmation sent to the User. b. Select "No" to exclude data.
Form Field Setting
Field Type: a. Select "Textbox" to provide a single line input box. b. Select "Textarea" to provide a multiple line input box.. c. Select "Dropdown" to provide a drop menu of pre-defined data. d. Select "Checkbox" to provide multiple checkboxes of pre-defined data. Checkbox allow submitters to check mark one or more items. e. Select "Radio" to provide multiple radio boxes of pre-defined data. Radio type is similar to Checkbox type it differs by only allowing the submitters to check mark only one item. f. Select "File" to request submitter to upload a file.
Field Value: (Display when Field Type is one of the following; "Dropdown", "Checkbox", or "Radio") a. Enter value to be listed for (Dropdown, Checkbox and Radio), separate each value with a comma (e.g. Green,Blue,Red) Example: Value will show in a dropdown menu on the form as:
Field Default Value: (Does not display when Field Type is "File".) a. Enter the default value for this field. The data you enter here will populate the input field on the form.
File Upload Setting (display when Field Type is "File")
Important Note: If file upload have been enabled. Make sure either Send Uploaded File or Save Uploaded File is set to "Yes" or both else uploaded file will be lost and can not be recovered.
Send Uploaded File: a. Select "Yes" to send uploaded file as an attachment on the notification email sent to Admin/User. b. Select "No" to disable.
Save Uploaded File: a. Select "Yes" to save uploaded file on the server. A link to file will be provided in the feedback management area. b. Select "No" to disable.
File Upload Size: a. Enter a number in (kilobytes) to limit the file size allowed to be uploaded. e.i. 1000 kilobyte is equal to 1MB
Allowed File Extensions: a. Enter the file extension(s) you will allow submitter to upload (separate each extension by a comma). e.i. .htm,.html,.jpg,.zip,.gif,.doc,.wmf,.mp3,.wav,.txt,.GIF
Required Field Setting
Required Field: a. Select "Yes" to require the submitter to provide data for this field before proceeding with processing the form. b. Select "No" to make field optional. Submitter do not have to provide data to submit form.
Click the Save button to apply.
Ade Adesanya
Tell a Friend Form Builder
Preferences
Preferences
Form Name: a. Enter unique name for this feedback form.
Notifications: a. Select "Administrator/User" to email feedback form results to both Admin and User. b. Select "Administrator" to email feedback form results only to the Admin. c. Select "User" to email feedback form results only to the User. d. Select "None" to disable email notification.
Send Confirmation: a. Select "Yes" to email a confirmation to the form submitter. b. Select "No" to disable confirmation email.
Recipient Form Field: a. Enter the number of friends which will receive a invitation to visit the website on the submission form.
Return Page Setting Only one of the following two options need to be populated. In the event both are populated External URL setting Will be ignored and the web visitor will be redirected to the Template Link page.
Click Save button to apply.
Ade Adesanya
Generate Form HTML Code
Generated Form HTML Code
Form HTML code is displayed in the editor box. You can not modify the form's look and feel here. Decorative modifications to form must be done on a template page.
Click the Select All link (top right of the editor block) to ensure all code is selected. On a Windows-Based PC: Use the Ctrl-C keys to copy into clipboard, then use Ctrl-V keys to paste code.
Click Preview link (top right of the editor block) to preview form in a new browser window.
Ade Adesanya
File Explorer
Manage files and folders on the server. Provide virtual hard drives to Users.
Manage Folders & Files
File Explorer is like having a built-in FTP client. Admin(s) are able to do basic files management functions on the server without having to use a third party software.
Create Folder/File
Create a New Folder
Enter folder name in textbox
Click Create Folder button to create folder on server harddrive.
Create a New File
Enter file name in textbox
Click Create File button to create file on server harddrive. Note: The following displays when file is created successfully a. Rename File to: Enter new name for file. (only if you wish to change it, otherwise leave blank.) b. Editor: Enter content for new file.
Snap Shoot of Folders/Files on server harddrive
The following is displayed when you enter the Manage Folder ans Files area. Your view may vary.
