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
Template Link Tags with Flash
Updating...
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 starting at $99. Save time, let a Plexum Expert do the install for you. Click here to purchase an installation service now. *******************************************
Quick Installation Recommendation: Plexum software 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 0775 or 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 Plexum over an existing installation, simply delete all existing Plexum files and re-upload from the Plexum 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 specific Plexum 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.
There are no articles in this category.
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
How to allow users to edit or add HTML content to their replicated pages
How to allow users to edit or add HTML content to their replicated pages, please follow the steps below.
Log-in to Admin Back Office.
Click on User Management, then FlexField Manager, and then Manage Group.
Click on Add a New Group or edit a Group previously added, see Edit or Add a New Group topic.
After adding a group, click on Manage Fields and click on Add a New FlexField, see Edit or Add a New FlexField topic. Be sure to assign a tag to the field being created.
After adding the flexfield, access the replicated template and place the field Tag on the HTML content.
Moses Fagbemi
How to setup payout export file and Generate Payout.
After generating compensation payout, you will be required to export the payout file which has the list of users and the amount of compensation for the current payout. The file will be line by line and comma separated data. The file can be used to process checks, pay via PayPal, Pay Cards, etc... For article on generating Compensation Payout, click here.
Follow the steps below to create payout method and export file format;
Step 1:
Log-in to Admin Back Office.
Click on Financial Manager, then Payout Manager, and then Payout File Export Wizard.
Click on Add a New Setting or edit a setting previously added, see Edit or Add a New Setting article click here.
Step 2: After adding or editing, if you want to add data field for payout such as (Bank account info, Mailing address, SSN, Phone No., etc...), the data collected on the field will be included on the payout export file.
To add FlexFields, from the list of setting, click on (FlexField Manager) icon. See FlexField Manager article for adding and editing FlexFields, click here.
Step 3: After you have satisfied with adding/editing FlexFields, then click on the Preferences link and scroll to the bottom of the page and select the order you want the data to be formatted on the export payout file.
To generate compensation payout, see Generate Payout article.
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.
There are no articles in this category.
Home
Alert System
This article explains how Alert System displays information about database and system functions.
Table In-use or Corrupted Show if a table in the database has crashed or corrupted. In most cases, Plexum software will attempt to fix the problem with the table automatically.
Declined Billing Show snap shot of declined membership payments.
Suspended Users Show snap shot of suspended users.
Re-Activated Users Show snap shot of re-activated users
Cancelled Users Show snap shot of cancelled users account.
Deleted Users Show snap shot of deleted users account.
Database Alerts Show database table that suggested limit has been set, this suggested quota should be maintained to get an optimum result from your server database engine.
Moses Fagbemi
Statistics & Graphs
Statistics & Graphs displays overall business activities and progress.
Activities & Statsistics
News Flash from Plexum.com
Software information
Real-time numbers of Active Users, New Sign-up and Company Revenue Income for the current month.
New Users Graph (display current and previous year)
Top 10 Recruiters (Generated Real-time)
Top 10 Income Earners (Generated Real-time)
Top 10 Retail Sales Referrals (Generated Real-time)
Daily Activity Reports displays overall daily activity business activities and progress. The daily activity is also sent to administrator on the database daily.
# of New Sign-up Users, # of Web Hits and # of Unique Web Hits
Show list of items with numbers and monetary amount figure (New Sign-ups, Upgrade's, Membership, Recycled Matrix, Retail Sales, Spending Account, Spending Account Transfer, Deposited Compensation, and Total Revenue).
Displays numbers of prospects within each campaign, this required Smart Campaign Module.
List of administrator notification it’s sent.
Moses Fagbemi
Help
Check For Updates
Doc
Moses Fagbemi
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.
Ade Adesanya
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.
Ade Adesanya
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
Ade Adesanya
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.
Ade Adesanya
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.
Ade Adesanya
Broadcast Manager
Broadcast Queue
View/Edit mailing both (E-mail & Private Messages mailing) in-queues waiting to be sent out automatically by the system.
Search Queue - Enter text in the Subject textbox, and click "Find ::." to view all broadcast matching the search criteria in the Queue Listing.
Queue Listing - List of all broadcast mailings in queue.
Column Explained:
No. - Unique queue record number assigned to broadcast. Click number to view complete broadcast record details.
Type - Message type (Email & PM [Private Messages]).
Subject - Subject title of broadcast. Paper clip icon indicates file is attached to message.
In-Queue - "Yes" when mailing is in-queue waiting to be sent and "No" for mailing not in-queue for mailing.
Format - Message format type (Text, HTML, or Text/HTML)
Scheduled Date - Date the mailing is scheduled to be sent out.
Date - Recorded date and time broadcast was created.
Click view Icon to view/edit queue mailing. Click delete Icon to delete the queue mailing.
Moses Fagbemi
Compose Broadcast
This article explains how to compose and/or schedule update/new broadcast mailing
Load broadcast from archive - Access list of archived broadcast from the drop selection menu. Once a broadcast have been selected it will be loaded into the compose message editing area.
Import - To import broadcast message, select between HTML and TEXT format to import from your local hard-drive.
Mailing Options offer several preferences you may set to give greater control over the mailing process.
Add to Queue - Set to "Yes" will add this broadcast immediately to the active queue database. Set to "No" will place the broadcast into a holding queue. Although the broadcast can still be compose and scheduled for later delivery, it will remain in the holding queue until you manually add it to active queue by changing this setting to "Yes".
Broadcast Type - Select broadcast type; Emailbox (Email) or Private Messenger (PM). If Emailbox is selected, broadcast message will be sent to users email address on file and if Private Messenger selected, broadcast message will be sent directly to users Private Messenger mailbox within their back office and notification of arrival of the message is sent to each users email address on file.
Priority - Set the priority status of the 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.
Track Opened Msg - If "Yes" is selected and HTML version body message is used, opened messages by users from their E-mail Client will be automatically tracked and result of opened email messages can be viewed from Broadcast History area.
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-mail messages to send per CronJob run. It is highly recommended to keep setting between 200 to 400 on a shared hosting account. Dedicated servers may use higher limit based on the performance of the server.
Mail Server - Select a Mail Server to use for this mailing. To setup additional Mail Server, please see Multiple Mail Server Wizard article.
Users Language - With this language selection target Users with a specific language set in their profile (e.g. English, Spanish, Yoruba, etc...).
Users Status - With this status selection target Users in a specific status level (e.g. Active, Suspended, Cancelled, etc...).
Users Class - With this class selection target Users in a specific Class or all Classes.
Gender - With this gender selection target Users in a specific Gender group (e.g. Female and/or Male).
Sign-up Date Range - With this sign-up date range target Users that signed-up within a specific date range.
Delivery Options - Set to IMMEDIATELY will add the broadcast to Queue to be sent next available spot upon clicking the "Save ::." button below (If add to queue option above is also set to YES). Set to SCHEDULE FOR LATER will prompt you for date and time settings to send broadcast.
Broadcast Tags - Easily personalize the broadcast e-mail message with available tags (e.g. First and Last Name, E-mail address, last activity date, etc...).
Subject - Enter the subject of this mailing.
Broadcast Message - 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.
Preview - 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 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 proceed to the SAVE button.
Test Message Send test message to yourself by entering an email address where the test message it's sent to and select the message format (e.g. HTML, TEXT, etc...).
Note: Any tags used will not be replaced on this test message.
Moses Fagbemi
Broadcast History
View history of batch Email and Private Messages sent using the Broadcast Manager.
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 - List of all sent broadcast mailings.
Column Explained:
No. - Unique history record number assigned to broadcast. Click number to view completed broadcast record details.
Type - Message type (Email & PM [Private Messages]).
Subject - Subject title of broadcast. Paper clip icon indicates file is attached to message.
Format - Message format type (Text, HTML, or Text/HTML)
Completed Date - Recorded date and time broadcast finished mailing to User list. If "Still in-progress" indication is shown, mailing is still in-progress and once its completed, completed date will be shown.
Date - Recorded date and time broadcast was created.
Click view Icon to view history record. Click delete Icon to delete the history record.
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Broadcast Archive
Composed broadcast mailings and save for later use by saving messages to Broadcast Archive, to compose message to archive, see Compose Broadcast article.
Search Archive - Enter text in the Subject textbox, and click "Find ::." to view all broadcast matching the search criteria in the Archive Listing.
Archive Listing - List of all broadcast messages.
Column Explained:
No. - Unique archive record number assigned to archived broadcast. Click number to view complete record details.
Type - Message type (Email & PM [Private Messages]).
Subject - Subject title of broadcast. Paper clip icon indicates file is attached to message.
Format - Message format type (Text, HTML, or Text/HTML)
Date - Recorded date and time broadcast was created.
Click view Icon to view/edit archived message. Click delete Icon to delete archived message.
Moses Fagbemi
Campaign Manager
There are no articles in this category.
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
This feature enables administrator to create sample campaign letters for users to use on their auto-responder campaign letter manager within their Back Office.
Editing / Adding a New Theme
Theme Name – Enter name to identify the theme.
Theme Options
Campaign – Select a campaign to assign the letter from the dropdown list. By selecting a "Global Theme", the letter will be available to all campaign.
User Access – Select "Yes" to restrict access to group of users with a specific Class. Select "No" to allow all users within the campaign selected above to access to the letter.
User Class – If "Yes" is select for User Access option above, check the Class user to have access to the letter.
Theme Content
TEXT Version – Enter plain text content for the letter in the text-area box.
HTML Version – Enter formatted HTML content for the letter in the text-area box.
Letter Tags Click on the Letter Tags link to view list of tags that it's available for use on the letter.
To change from Text Version to HTML Version or vise versa, click on the Text Version or HTML Version link to show text-area box for the appropriate version.
Click on "SAVE" to save the changes.
Previewing Letter Content on a Web Browser Click on the "Preview" button to view a sample of the content.
Previewing Letter Content via Email Enter an email address where you want the test message sent and select a format to send and click on "Send" button. Note: Tags on the letter will not be replaced with any data on the test message sent.
Import Letter Select a format to import HTML or Text version and click on Browse to select a file to import from your local computer and click on Import button. After importing, you will need to click on the "SAVE" button to commit changes to the database.
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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
Doc
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User to User Transfer Wizard
Doc
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Prospect Queue Manager
Queue Summary
Doc
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Manual Prospect Allocation
Doc
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Pending Prospect Allocation
Doc
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Allocated Prospects History
Doc
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FlexField Manager
Manage Group
This article explains how to group FlexFields
Editing / Adding a New Group
Group Name - Label for the group which will be shown to users from there back office, within the area needed.
Group Position - Enter numeric figure (e.g. 2) for the position where the group to be placed within the Group list.
Hide this Group - If "Yes" is selected, the Group and its FlexFields content will be hidden from the users back office, select "No" to have the Group listed on the available FlexFields Group.
User Class - Checkmark the users class you want allow access to the Group. Only users class checked will see the Group and its FlexField fields and contents.
Click SAVE ::. button to save setting.
For article on adding FlexField fields to a Group, click here.
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Manage Fields
This article explains how to FlexFields fields in-addition to the first name, last name on subscription forms (e.g. Telephone No., Fax No., Address, City, etc...).
Editing / 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 prospects to input a single line of text. Textarea allow prospects 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 prospect. List of options defined in the field value.
Radio are like checkboxes except when one is selected, the other option is deselected. List of options defined in the field value.
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: 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: option only appear when either of the Textbox, 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: option only appear when textarea is selected as the Field Type.
Field Value - This option is required if any of the following is selected for Field Type above (Dropdown, Checkbox, or Radio). Example: To create a bank account type (e.g. Business and Personal bank account type), the format would be (business=Business Account,personal=Personal Account) or (Business Account,Personal Account).
Default Auto-fill Value - Enter a default value that will be pre-inserted into the text, dropdown, checkbox, or radio button field. Note: if prospects deleted what is pre-inserted into the field and left the field blank, nothing will be saved into the field.
Required Field Setting Required Fields - Select “Yes” to require prospects to enter data into this form field before saving. Character Requirement - This option can be used to restrict characters entered into this field, see options below.
None: Select this option to not require any special character formatting.
Numbers: Select this option to only allow numbers characters input into this field.
Alphabets: Select this option to only allow alphabets characters input into this field.
Alphanumeric: Select this option to allow both alphabets and numbers characters input into this field.
Character Format (Optional) - Special formatting structure can be required for this field (e.g. social Security has 9 numbers 555-55-5555) to required such structure, enter the following; ***-**-**** the asterisk represent the characters and the dash (-) as a separator, which means the data must be typed in as 555-55-5555.
Optional Setting Visible on Subscription Form - Select "Yes" to show field on subscription form . Select "No" to suppress field from showing on subscription page. Viewable to User - Select "Yes" to show data to User's. Select "No" to hide data from User's. Editable by User - Select "Yes" to allow Users to edit field prospects content from User Back Office. Select "No" to disallow. Include in Emailing - Select "Yes" to allow content of the field in campaign mailing. Select "No" to disallow. Enable Advanced Search - Select "Yes" to enable field content on advanced search. Select "No" to disallow.
Field Tag Option Field Tag - Enter a short descriptive name for FlexField tag. Tag could be use to place this data in e-mails.
Click SAVE ::. button to save FlexField.
Note:
When a FlexField field is deleted, all data stored will also be deleted and cannot be retrieved.
When fields are added, edited or deleted, prospects subscription form template page will not automatically update, you must access the template and make the necessary modifications.
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Broadcast Mailer
Broadcast History
Doc
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Compose Broadcast
Doc
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Broadcast Queue
Doc
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Campaign Letter Manager
Manage Letter
Doc
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Pending Custom Letter
Doc
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Opt-out Text Message
Doc
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Advertisement Text Message
Doc
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Subscription Form HTML
Users Replicated Website Form
Doc
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External Website Form
Doc
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Form Error Page
Doc
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Import/Export Field Wizard
Import Field Wizard
Doc
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Export Field Wizard
Doc
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User Based Access Manager
User Based Access Manager
Doc
Moses Fagbemi
Feedback Messages
Feedback Messages
This area is where Feedback messages can be read. Feedback messages is a form submitted from users replicated website (e.g. Contact Us Form, etc...). Please see Site Feedback Form Builder article on how to setup Feedback forms.
Moses Fagbemi
Private Messenger
Inbox Messages
Read private messages sent from Users and/or other Administrators
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Compose Message
Compose message to be sent to Users and/or Administrators.
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Sent Messages
Private messages sent to Users and/or other Administrators
Moses Fagbemi
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
This article explains how to control template replication process. Either you are modifying or adding a new website, here is where the preferences of the website are configured.
Website No. - This number is automatically assigned. Website Name - Enter preferred name for website.
Website Domain Name - Enter domain to be used with this website. Example: companydomain.com (do not place http:// or www. 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 if Parked Domain is enabled.
Enable Static Replication
Select "Yes" to replicate a static page for each template designated to be static. When static is specified for a template, page code stored in the database will be pulled, placed in to a HTML file, and stored on the web server.
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")
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 be organized. Because of this, User's URL will resemble http://www.companydomain.com/siteid/page.html
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") Enter the main folder where user websites will be replicated and stored (e.g. 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).
Note: Read and write permissions is needed on the folder.
Website Language - English is the default language. You may add additional language in the Language Wizard and provide translations for each. (See Language Wizard for more)
Replicate for all users - Select "Yes" will force this website to replicate for all users. Select "No" to only replicate site User has selected on their default website.
User Class Access - 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 - Select "Yes" to make sponsor's information tags available to show on web pages. Example: !SFNAME! will display Sponsor's first name. Select "No" to disable.
Enable FlexField Tags - Select "Yes" to make extend information stored in FlexFields 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) Select "No" to disable.
Latest User Sign-up List Tag
Enable Tag - Select "Yes" to show list of previously activated Users. A tag will be provided. Simply place the tag on replicated page to display list. Select "No" to disable.
Display Type - Select what to display on the list (e.g. Fist & Last names, UserId, Last names, etc...).
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.
Pre-Enrolled User List Tag
Enable Tag - Select "Yes" to show list of Pre-Enrolled Users. A tag will be provided. Simply place the tag on replicated page to display list. Select "No" to disable.
Display Type - Select what to display on the list (e.g. Fist & Last names, UserId, Last names, etc...).
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 - 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 displays on the security image correctly in order to proceed with the sign-up process. Select "No" to disable human touch security image and the sign-up process will be allow continuing without restrictions.
Enable Confirmation Checkbox - Select "Yes" to place a require checkbox 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 sign-up process. Select "No" to disable this requirement.
Co-op Setting (rotational homepage) Enable Co-op - Select "Yes" to enable rotation of User's website when visitors come to the website through the main URL without specifying a User's site ID. Select "No" to direct all visitors to a default User's website. (See Default Website User setting below)
Site-Id Required Setting Enable Setting - 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 site ID. Select "No" to display a "User Website Not Found Page" instead. (See Website Template Editor)
Default Website User User-Id - Enter User ID to direct all orphan web visitors. If visitors come to the website through the main URL without specifying a User site ID they will be redirected to the User's website indicated here.
Website Hits Tracker Enable Hits Tracking - 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!.
Note:
Do not place this tag on the home page the system will track visits to the homepage when this setting is enabled.
The more users and pages you track will drastically increase the size of the database. This may cause lag. Keep a close eye on your hit stats and database size to adjust your server requirements accordingly. Select "No" to disable.
Users Directory Management Preferences This setting allows 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 enable this setting? Some web servers have a file or folder limitations in each directory. This setting will help with getting round such restrictions. Check with your hosting provider.
Enable Management - Select "Yes" to enable auto management of directories. Select "No" to disable.
Note:
Enabling this feature will only affect activating Users from this point forward. See Force Directory Structure setting below to effect previously activated users.
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 - Select "Yes" to force directory structure on previously activated users. It will move the website into the managed directory structure format. Select "No" to only effect new activating Users and leave the previous user directories as is.
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.
Users Per Directory - 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, and the system will create four directories which stores 250 websites in each.
Website Image Preferences These controls upload images for the replicated template website.
Allow Image Upload - Select "Yes" to enable upload of images. Select "No" to disable.
Allowed Image Limit - Enter the number of images Users will be allowed to upload.
Allowed Image Size - Enter the max size (in kilobyte) will be allowed to be uploaded.
Allowed Images Label - 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. i.e. 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
This article explains how to add a new web page to the website as a template.
Template Name - Enter preferred name for the template page, name should be unique to identify from other template page.
Template Link - Enter preferred name for template page link, name must be unique and will be become part of the URL which refer to this page.
Template Type - Plexum offer three different type of replication.
Static - pyhsical WebPage will be created from this template and reside in each user's website directory.
Dynamic - dynamic WebPage will be created at the time web visitor lands on this page.
Panel Dynamic - WebPage will only be displayed within the Users Back Office.
Template Extension - (only available when Template Type is "Static") 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"). Select "Enable" when you are going to use the sign-up form on this page. Select "Disable" if page will not be used as a signup form.
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.
Click the Continue button to add template page and load the template page editor.
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Editing Templates
This article explains how to edit web page templates.
Storage Location - Indicates where on the server replicated pages are stored, this only apply to static type replication.
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 hard-drive.
Select page to import then click the Import button.
Usable Website Tags This list of available tags can be used on template page. Tags will be replaced with actual data when page is replicated. Click on the 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 onto template page.
Editing Template
Template Name - Enter preferred name for the template page, name should be unique to identify from other template page.
Template Link - Enter preferred name for template page link, name must be unique and will be become part of the URL which refer to this page.
Template Type - Plexum offer three different type of replication.
Static - pyhsical WebPage will be created from this template and reside in each user's website directory.
Dynamic - dynamic WebPage will be created at the time web visitor lands on this page.
Panel Dynamic - WebPage will only be displayed within the Users Back Office.
Template Extension - (only available when Template Type is "Static") 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"). Select "Enable" when you are going to use the sign-up form on this page. Select "Disable" if page will not be used as a signup form.
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.
Template Link Tag - This tag is what it's used to link to this template page from other templates.
Non-secured - This link tag will generate a non-secured URL (e.g. http://template_url_user).
Secured - This link tag will generate a secured URL (e.g. https://template_url_user). (Required SSL certificate installed. Please consult your hosting company.)
External Access Control [EAC] This feature is optional. EAC will allow you to set access restrictions on this template page.
Enable - Select "Yes" to set restriction on page. Select "No" to set for public viewing with no access restrictions.
Enable User Access - Select "Yes" to restrict access to users in selected Class Access. Only users in checked Class Access will be allowed to view this page. Select "No" to forbid any user from viewing this page, using their username and password.
Class Access - (Option displays when Enable User Access is set to "Yes"). Check mark the Class Access to grant users access within the Class for this page.
Enable External Access - Select "Yes" to restrict access to public visitor whom you have setup access privilege for within the External Access Control Manager. Select "No" to disable this feature. See External Access Manager article for more.
Allow Access for - (Option displays when Enable External Access is set to "Yes"). 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 access to this page.
Editor
Links - (top right of editor)
Preview Template - click to view current template page in a pop-up window.
Rebuilt Template - 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 the box under the icons of the editor or you may use the import feature.
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
Doc
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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.
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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.
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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.
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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.
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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.
- Edit or Rename Folder
- Delete Folder
- Preview File
- Edit File
- Delete File
- Folder is secured and can not be deleted
- File is secured and can not be edited or deleted.
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User Class Access Preferences
Here you can setup the system to provide a virtual hard drive (File Explorer) to Users within each User Class.
User Class
Select any one of the available User Class(es) in the drop menu to enable and set the File Explorer Preferences.
Click the GO button, the following displays:
Enable Class Access: a. Select "Yes" to enable File Explorer for Users in this User Class b. Select "No" to disable.
Allowed Disk Space: a. Enter a number (megabytes) for the size of hard drive space alloted for each user.
Storage Location: a. Enter the location where folders and files will be store on the server. Use a FTP client to create a folder on the hosting server and permission it ( UNIX: 777 or Windows: read/write). Enter the location of the folder here. The system will then automatically create a folder for each user. For instance: you created a folder called locker on the server. The system will create a user folder in the directory locker. Example of user locker URL is http://www.companydomain.com/locker/userid/.
Folder Setting
Manage Folders: a. Select "Yes" to enable folder management. Allow Users to create, rename, and delete folders within their alloted disk space. b. Select "No" to disable folder management.
File Upload Setting
Enable File Uploads: a. Select "Yes" to allow users to upload files into their virtual hard drive. b. Select "No" to disable.
Enable File Editor: a. Select "Yes" to allow users to edit text-based files in the built-in web-based editor. 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 users to upload (separate each extension by a comma). e.i. .htm,.html,.jpg,.zip,.gif,.doc,.wmf,.mp3,.wav,.txt,.GIF
Repeat process to enable File Explorer for additional User Class.
Click Save button to apply.
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External Access Control
Password protect directories and/or entire contents of replicated websites.
Directories Access Manager
Use feature to restrict access to any files or folders within a specific directory on the server. When enabled only Users with login information are allow to view contents.
Add a New Directory Access
Name: a. Enter unique name of access. Name is only seen by admins for organization purposes.
Class Access: a. Check mark one or more of the available User Class(es). Users of any marked class will be allow to view content or web page within the designated folder (see Directory Path setting below). Note: When URL is used to access content in the protected directory they will be prompt for their username and password. Since Use Class Access is being used their access information would be the same as if they would logging into the User Back Office.
Short Description: a. Enter a short description of this secured area.
Directory Path: a. Enter the path or location of the directory where it exist on the server.
Click Save to add directory access.
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External Access Manager
Use feature to protect content of entire replicated website(s) from Web visitors. When enable only Web visitors with login information are allow to view contents.
Add a New Access
Enable: a. Select "Yes" to password protect replicated website content. b. Select "No" to disable.
Website: a. Select "All Websites" to apply External Access rules to all replicated websites or Select one specific replicated website. Note: Only replicated website(s) created and enabled will appear as an option in this drop menu.
Username*: a. Enter a Username
Password*: a. Enter a password
Retype Password*: a. Enter password again to confirm it's spelling.
Name: (optional) a. Enter name of person
Email Address: (optional) a. Enter an email address
Note: After these settings have been saved. Simply give username, password, and protected website URL to anyone you wish to have access to contents.
Time Sensitive Access
Enable: a. Select "Yes" to enable date and time restrictions. b. Select "No" to allow access anytime.
Type: (display when Time Sensitive Access is "Enabled") a. Select "Multiple Instance" to select multiple dates and time access is allowed. Access to web content will continue to appear has indicated in the date and time settings below. b. Select "Single Instance" to enter a duration access is allowed in hours. Once time has elapsed access to web content will be denied unless time is reset by modifying the hour settings again.
By Hour: (display when Time Sensitive Access is "Enabled") a. (when Type is set to Single "Instance") Enter the number of hour(s) content will be accessible. Note: Time starts when you click the save button. b. (when Type is set to "Multiple Instance") Check mark the Hour(s) content will be accessible. Example: if 8AM and 9PM is marked content will be accessible, for one hour, at 8AM and access will be denied after 9AM. Again accessible at 9PM then be unaccessible after 10PM.
By Day of the Week: (only display when Type is set to "Multiple Instance") a. Check mark the day of the week access to content will be accessible. Content will be accessible 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 be accessible. Content will be accessible on marked month(s) and within the day rules and hour rules set above.
Click Save to add External Access.
Note: Repeat process to create multiple unique logins.
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Marketing Toolbox
A place to provide approved marketing materials; email signature lines, text ads, and graphical banners...etc.
Banners
Doc
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Text Links
Doc
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Email Ads
Doc
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Classified Ads
Doc
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Email Signature
Doc
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Search Engine Placement Ads
Doc
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Website Visits Statistics
Unique Hits & Footprints
Doc
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Conversion History
Doc
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Top Referrals
Doc
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Searched Keywords
Doc
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User Management
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Statistics & Graphs
Summary
Test
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Top Retail Sales Referrals
Test
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Top Income Earners
Doc
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Top Recruiters
Doc
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Import New Users
Import New Users
Doc
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Genealogy Manager
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Position Manager
Empty Genealogy Position
Doc
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Move User Genealogy Position
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.
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.
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Recycled Matrix Report
Recycled Matrix Report
Doc
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Manage/View Orphans
Forced Matrix Genealogy
Doc
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Uni-Level Genealogy
Doc
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Re-build Genealogy Wizard
Activity Logs
Doc
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Re-build Source File
Doc
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Re-build Forced Matrix
Doc
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Re-build Uni-Level
Doc
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User Account Activity History
User Account Activity History
Doc
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Add a New User Class
Add a New User Class
This article explains how to create users Class. Class is used to group members for compensation, charge different members fee, etc...
Class Name - Enter the name to identify the Class with (e.g. Silver, Gold, Platinum, etc...). Class Position - Enter a numeric figure (e.g. 1). The higher the position numbers the higher the rank of the class among other Class.
Silver is higher than Bronze and Gold is higher than Silver in ranking. Note: the position option is very important element to class downgrade/upgrades and compensation distribution.
Click on the Create Class ::. button to save the data and after saving, you will be taking to the newly created Class preferences for additional options, thereafter you can setup your compensation structure, requirements, automatic upgrade options, membership fees, etc...
Note: after creating a class, the class will not automatically appear on the sign-up form, you must manually update the sign-up form.
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Manage User Class
Delete a User Class
Doc
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Preferences
This article explains how different options control Class compensation and other features.
Class Name - Enter a name to identify this class as among other classes (e.g. Gold). Enable Class - Select "Yes" to enable this class for use. If "No" is selected, the class will not be available for members inclusion and will be hiding from members. Class Position - Enter a numeric figure (e.g. 1). The higher the position numbers the higher the rank of the class among other Class.
Silver is higher than Bronze and Gold is higher than Silver in ranking. Note: the position option is very important element to class downgrade/upgrades and compensation distribution.
Class Type - Select between "Paid" or "Free". If "Paid" is selected, members on the class can be required to pay a setup fee and/or membership fee and allowed to earn commissions from retail sales, member recruitments, performance rewards, bonus pool, etc..., if "Free" is selected, none of this will apply. If "Paid" is selected and you want to charge members on this class a setup and/or membership fee, see (Setup / Recurring Fees) article.
Enable Pre-enrollment - Select "Yes" to enable Pre-enrollment feature, select "No", to leave this feature disabled. Note: Pre-enrollment enabled class members will not be added to the genealogy or qualified for any sort of compensation until they are in a non-preenrollment class. Click here to learn how to use this feature effectively.
Enable Fast Start Bonus - Select "Yes" to enable this option. If this option is "Yes", Fast Start Bonus will be given to the direct sponsor of this class member when they are recruited.
Enable Upline Fast Start Bonus - Select "Yes" to generate Fast Start Bonus to the new member sponsor upline, starting from level 1 and up. Note: Enable Fast Start Bonus option must be "Yes" for this feature to work.
Enable Membership Commission - Select "Yes", calculate and generate membership commission for sponsors. if "No" is selected, no membership commission will be generated for sponsor or its upline when a member on this Class is recruited.
Generate Initial Membership Commission - Select "Yes" to immediately generate membership commission for sponsor and its upline based on the Membership Commission structure [Link here], otherwise select "No" to only pay commission when next the recruited member made membership payment. Note: If "Enable Membership Commission" is set to "No", this option will automatically be disabled.
Enable Retail Commission - Select "Yes" to allow retail sales commission paid to this class member if sales is referred by this class member or by his/her downline, based on (Retail Commission) structure.
Enable Retail Recurring Commission - Select "Yes" to allow recurring retail sales commission to be calculated based on (Retail Recurring Commission) structure, when a flag is present on the data sent from the shopping cart instead of basing it on the (Retail Commission), and if "No" is selected, the (Retail Commission) structure will be used for calculations. Note: Retail commissions require the use of an external shopping cart that can post transaction data back to Plexum, see (Shopping Cart integration) article or via sales transaction manual imports, see (Retail Sales Transaction Manager / Import Transactions) article
Charge Accounting Fee - Select "Yes" to charge accounting fee to members on this Class, this can be used as a fee to process commission payout checks, etc..., please see (Global Management / Preferences / Financial Preferences) article for a complete accounting fee setup and amount to charge.
Automatic New Users Activation - Select "Yes" to automatically approve and activate new members account on this Class, if "No" is selected, the new members account will be in "Pending" status until a manual activation is done by the administrator of the system. See (User Management / Manage Users / Change Account Status) article.
Default Back Office Skin - Select one skin from the list, selected skin will be the one to use for members on this Class, unless manually changed by members or the administrator. See (Global Management / Skin Wizard / Users Back Office) article for setting up multiple Skins.
Default Website - Select one website theme to assign to the members on this Class, the website theme selected will be the website that will replicated for members on this Class, unless manually changed by members or the administrator. See (Site Management / Website Replication Manager) article for setting up replicated Website templates and properties.
Automatic Campaign Subscription This option is only available when Smart Campaign Module is installed.
Subscribe Users to - Check mark one or more campaign you want this class members to be subscribed to when signed-up, members won't be subscribed to un-checked campaign on this Class.
Place Users into -
Sponsor Campaign Database: If selected, members will be placed into their sponsor campaign database.
System Campaign Database: If selected, members will be placed into the default member specified on the campaign selected above preferences campaign database. See (Contact Manager / Campaign manager / Manage Campaign) article for more information on campaign default member.
Build Genealogy Structure This both Forced Matrix and Uni-Level genealogy option would only be available if Dual Genealogy module is installed, otherwise, only genealogy type selected on (Global Management / Preferences / Genealogy Preferences) will be the option shown here.
Forced Matrix - Select "Yes" to build Forced Matrix genealogy structure for members on this Class, if "No" is selected, members on this Class will not be included on the Forced Matrix genealogy.
Uni-Level - Select "Yes" to build Uni-Level genealogy structure for members on this Class, if "No" is selected, members on this Class will not be included on the Uni-Level genealogy.
Genealogy Frontend - If Dual Genealogy module is installed, select the genealogy to use as the Frontend genealogy. The Frontend genealogy is the genealogy that will take presidents on the other which will be used to calculate (e.g. downline count stat within the back office of users, to display sponsor information on replicated website, etc....).
Note: if Dual Genealogy module is installed, members can be added to both genealogies at the same time and based commissions on either one of the genealogy structure.
Commission Calculation Genealogy Assignment Setting This option is only available if Dual Genealogy Module is installed, otherwise, the commission calculation will default to the genealogy structure defined on (Global Management / Preferences / Genealogy Preferences).
The genealogy structure type selected is what the compensation type calculation will be based.
Fast Start Bonus - Select between Forced Matrix and Uni-Level to base the (Fast Start Bonus) compensation. Membership Commission - Select between Forced Matrix and Uni-Level to base the (Membership Commission) compensation. Retail Commission - Select between Forced Matrix and Uni-Level to base the (Retail Commission) compensation. Retail Recurring Commission - Select between Forced Matrix and Uni-Level to base the (Retail Recurring Commission) compensation.
Note: You can only calculate a single type of commissions on a genealogy structure. For instance, Fast Start Bonus can not be calculated on the Uni-Level and Forced Matrix.
Class Level Commission Instruction The option here explains how commission is distributed based on Class, either to use the Class of the downline or use the sponsor Class to use for compensation calculation.
The settings on this Class control how compensation is handled for the members on this Class that is getting compensated, see examples below.
Example; Assuming that we have three Classes and members; Classes:
Bronze in Position 1
Silver in Position 2
Gold in position 3
Diamond in position 3
As I mentioned above, here is one of the place the position raking matters.
Members;
Eniola in (Gold)
Joe in (Bronze)
Jane in (Silver)
Lola in (Diamond)
Joe is the sponsor of Eniola Jane is the sponsor of Joe Lola is the sponsor of Jane
We are going to be using the Membership Commission for this example.
Class Level Commission Instruction
Bronze (Use Class Membership Commission Structure): Yes
Silver (Use Class Membership Commission Structure): No
Gold (Use Class Membership Commission Structure): Yes
Diamond (Use Class Membership Commission Structure): Yes
When Eniola pays her membership fee of ($20);
Joe will get Level 1 commission defined on his Bronze Class, because his Class states to pay commission based on his own Class commission structure.
Jane will get Level 2 commission defined on Silver Class, although her Class states to pay commission based on the downline commission structure which is Gold Class, but Gold is a higher ranking Class than Silver, so the commission payout will default back to Jane Class which is Silver.
Lola will get Level 3 commission defined on her Diamond Class, because her Class states to pay commission based on her own Class commission structure.
In essence, if "No" is setup on a commission instruction option, and the member you are getting commission on has a higher Class position then yours, you will not be paid based on that higher Class, you will be paid on your own Class which is lower in position to the Class you're supposed to be paid on, but if your Class is higher and the instruction is set to "No", you will be paid on the downline lower Class commission structure.
Options
Use Class Fast Start Bonus Structure - Select "Yes" to pay members of this Class compensation based on this Class, otherwise, compensation will be based on the downline Class compensation structure.
Use Class Membership Commission Structure - Select "Yes" to pay members of this Class compensation based on this Class, otherwise, compensation will be based on the downline Class compensation structure.
Use Class Retail Commission Structure - Select "Yes" to pay members of this Class compensation based on this Class, otherwise, compensation will be based on the downline Class compensation structure.
Use Class Retail Recurring Commission Structure - Select "Yes" to pay members of this Class compensation based on this Class, otherwise, compensation will be based on the downline Class compensation structure.
If "No" is selected for any of the Compensation type, the Commission-able Class Preferences for the Compensation type will be disabled.
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Breakaway Preferences
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Commission-able Class Preferences
This article explains how to make a Class commission-able.
The Class that are check marked here are the Classes qualified to get compensation from this Class. So in essence, if a Class is unchecked and a member sponsor a new member into this Class and the sponsor Class is unchecked here, the sponsor won't qualify for commission from the new recruits.
Fast Start Bonus - Check marked the Class or Classes to qualify for compensation for recruiting this Class member.
Matching Bonus - Check marked the Class or Classes to qualify for compensation from this Class member compensation activity.
Membership Commission - Check marked the Class or Classes to qualify for compensation for recruiting this Class member.
Click on the SAVE ::. button to save changes
Note: when (Function Disabled, please see the Help Manual.) is displayed on (Matching Bonus) compensation type, its because Matching Bonus is not setup on this Class. See (Matching Bonus Commission) article.
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Upgrade/Downgrade Preferences
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Australian X-Up Preferences
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Setup / Recurring Fees
This article explains how to setup One-time fee and/or Membership fee for each Class.
One-time Setup Fee - Enter amount to charge members signing up into this Class (e.g. 20.00).
Recurring Membership Fee - Enter amount to charge and select how often to charge for the membership (e.g. Weekly, Biweekly, Monthly, Quarterly, Semiannually, and Annually).
Matrix Phase option will only show if Forced Matrix Genealogy with Phase option is enabled on the Genealogy Preferences. Matrix Phase Setup Fee - Enter an amount to charge for a new Matrix Phase, this will be a one-time charge per opening phase. Matrix Phase Recurring Fee - Enter an amount for recurring charge based on (Recurring Membership Fee) recurring type.
Click on the SAVE ::. button to save changes
Note:
Fast Start Bonus compensation calculation base figure is based on the One-time Setup Fee and in the event that the One-time Setup Fee is 0.00, Recurring Membership Fee amount will be used.
If One-time Setup Fee and Recurring Membership Fee are specified, both will be charge to new members at signup.
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Class Access Features
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Class Requirements
This article explains how to require Class members to meet certain requirements, to either be active or qualify for payouts.
Automatically Suspend/Cancel/Delete User Account
User Not Upgraded Within - Enter number of days (e.g. 30) to (Suspend, Cancel, or Delete) members account on this Class if not upgraded within the entered number of days.
No Personal Recruit Within - Enter number of days (e.g. 30) to (Suspend, Cancel, or Delete) members account on this Class if no members is recruited within the entered number of days.
No Personal Retail Sales Within - Enter number of days (e.g. 30) to (Suspend, Cancel, or Delete) members account on this Class if no retail sales is made within the entered number of days.
Payout Minimum Requirement
Personal Retail Sales Minimum - Enter amount of retail sales members must meet before qualifying for compensation payout, (e.g. 100.00).
Personal Recruit Minimum - Enter number of personal recruits members on this Class must recruit to qualify for compensation payout (e.g. 5).
Require Both Sales & Recruit - Select "Yes" to require both (Personal Retail Sales Minimum and Personal Recruit Minimum) to qualify. If "No" is selected, any one that member on this Class meet will qualify the member for compensation payout.
Reset Commission To $0.00 - Select "Yes" to reset members earned compensation to "0.00" if the required minimum is not met, when payout is initiated from the (Payout Manager) area. If "No" is selected, the member or members that didn't meet the requirement, compensation won't be forfeited and compensation will be available for payout when next meet the requirement.
This article explains how to group FlexFields or assigned FlexFields to a particular website.
Editing / Adding a New Group
Group Name - Label for the group which will be shown to users from there back office, within the area needed.
Group Position - Enter numeric figure (e.g. 2) for the position where the group to be placed within the Group list.
Hide this Group - If "Yes" is selected, the Group and its FlexFields content will be hidden from the users back office, select "No" to have the Group listed on the available FlexFields Group.
Assigned Website - Select a website to associate the Group with and if a Group is associated with a website, the Tags of the associated FlexFields will only be available to the assigned website and the FlexField fields will be available to editing from the User Back Office (My Website, Manage Website) area. If "None" is selected, the Group and its FlexFields will be available on the users Profile (My Account, My Profile).
User Class - Checkmark the users class you want allow access to the Group. Only class users checked will see the Group and its FlexField fields and contents.
Click SAVE::. button to save setting.
For article on adding FlexField fields to a Group, click here.
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Manage Fields
This article explains how to FlexFields fields in-addition to the first name, last name on users profile (e.g. Telephone No., Fax No., Address, City, etc...)
Editing / 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 deselected. 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: 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: option only appear when either of the Textbox, 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: option only appear when textarea is selected as the Field Type.
Field Value - This option is required if any of the following is selected for Field Type above (Dropdown, Checkbox, or Radio). Example: To create a bank account type (e.g. Business and Personal bank account type) or (Business Account,Personal Account), the format would be (business=Business Account,personal=Personal Account).
Enable HTML Editor - Select "Yes" to enable HTML Editor on the Textarea, this will allow users to use WYSIWYG Editor for field content. Note: option only appear when textarea is selected as the Field Type.
Default Auto-fill Value - Enter a default value that will be pre-inserted into the text, dropdown, checkbox, or radio button field. Note: if members deleted what is pre-inserted into the field and left the field blank, nothing will be saved into the field.
File Upload Setting 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. Note: File Upload Setting options are visible when File is selected as the Field Type.
Required Field Setting Required Fields - Select “Yes” to require members to enter data into this form field before saving. Character Requirement - This option can be used to restrict characters entered into this field, see options below.
None: Select this option to not require any special character formatting.
Numbers: Select this option to only allow numbers characters input into this field.
Alphabets: Select this option to only allow alphabets characters input into this field.
Alphanumeric: Select this option to allow both alphabets and numbers characters input into this field.
Character Format (Optional) - Special formatting structure can be required for this field (e.g. social Security has 9 numbers 555-55-5555) to required such structure, enter the following; ***-**-**** the asterisk represent the characters and the dash (-) as a separator, which means the data must be typed in as 555-55-5555.
Optional Setting 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.
Viewable to Direct Sponsor - Select "Yes" to show data to User's direct (sponsor) in their Genealogy Report. Select "No" to hide data from User's direct (sponsor).
Viewable to Personally Referred User - Select "Yes" to show data to User's personally referred (downline) in their Genealogy Report. Select "No" to hide data from User's personally referred (downline).
Field Tag Option 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: Moses)
Search Preferences Admin Advanced Search - Enable field content search on the admin back office user search. Enable Quick Search - Enable field content on (User to User Qiuck Search) page. Enable Advanced Search - Enable field content on (User to User Advanced Search) page. Display on Preview Page - Display on the (User to User Search) result and (Buddy List) page. Display on Full Page - Display on the (User to User Search) result and (Buddy List) page.
Click SAVE ::. button to save FlexField.
Note:
When a FlexField field is deleted, all data stored will also be deleted and cannot be retrieved.
When fields are added, edited or deleted, new user sign-up form template page will not automatically update, you must access the template and make the necessary modification.
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UserId / SiteId Manager
UserId Generator
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Reserved UserId
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Import / Export Field Wizard
Import Field Wizard
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Export Field Wizard
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Financial Manager
View and Manage Commissions and Revenues. Keep your business financially healthy.
PlexPay eFunds Portal
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Statistics & Graphs
Statistics & Graphs
The statistics and Graph section of the Financial Manager enables the system administrator to be able to visualize the monthly movement and activity and statistics in a graphical form.
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Revenue Manager
Annual Revenue Report
Annual Revenue Report is a tool that generates annual gross revenue calculation for several income areas;
The report will compare the revenue categories against the expense categories then provide you with the Net Annual Revenue (after expenses) total for the year.
The drop-down Selection Menu provide reports for previous years; also selecting the current year will give you a running total.
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Revenue Projection Report
The Revenue Projected report is a tool that enables the System Administrator be able to access and view the anticipated or expected revenue due up to 30 days in advance.
To View Revenue: Enter the number of days to view in the text box next to Show Revenue Projection from
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Payment Record
List/Manage Payment
The List and Manage Payment function is a tool that enables the system administrator to be able to list the users under a specific earch parameter that i defined. It will list the users that are under th specific function.
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Record a New Payment
The Record a New Payment function is a tool that allows the system administrator to be able to manually log payments that are receiived through other means from customers and/or members.
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Billing Manager
There are no articles in this category.
Membership
Manage Billing
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Add a New Billing
To add a New Billing: Select the billing type from the drop-down menu and add the username to be associated with the new bill type. Enter the Start Date if applicable.
Press Enter
NOTE: You must press enter to effect changes anytime updates are made.
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Record New Payment
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Bonus Pool Manager
Preferences & Setup
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Generate Bonus Pool
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Bonus Pool Payout History
The Bonus Pool Payout History is a tool that allows the system administrator to view the payout history from the bonus pool.
Moses Fagbemi
Payout Manager
Manage/Export Payout
Generated payout can be downloaded from this section.
Step 1- Click on the record to export or download payout file from the payout history list
Deletion and Reinstatement Actions:
Delete Payout: Deletes all member payouts within the generated payout. Note: Deleted payout will not be available to members and cannot be reinstated.
Re-instate Compensation: Reinstates generated compensation back to members pending payout account.
Delete Payout & Reinstate Compensation: To reinstate generated payout back to members pending payout account and deletes the generated payout record.
Manage Payout Method: Please follow the steps below to export or download generated payout file.
Step 1- Select the payout method from the dropdown list box to export payout batch file.
Note: The Payout Method can be setup in Payout File ExportWizard section. Members will only be added to the payout method selected by the member or administrator within their Payout Preferences in their back office.
Payout File Status: Shows the status of the payout method. Before a payout can be downloaded, the payout method must be locked. To lock a payout method and download payout file, click on the “Lock File Now” hyperlink. When a payout method is locked, a member selecting this option after the lock as been initiated will not be included on the payout file for this method.
Total Account: Number of accounts to be included on the downloaded payout file.
Total Amount: Total amount being paid to members on the payout file.
Generated Payout Information Table: Qualified Payout: Members that qualified for payout and compensation will be generated. Forfeited Payout: Members compensation payout is forfeited for not meeting certain pre-set requirements. Unqualified Payout: Members that do not qualified will not lose their compensation. The compensation payout can be paid on the next commission payout run.
Requirement not met: Members that are under pre-set requirements. See Class Requirement setup.
Under payout minimum: Members that have compensation amount below the minimum amount set for payout. See (Global Management / Preferences/Financial Preferences) under (Compensation Payout Preferences).
Suspended users: Members that their account is under suspension during the payout period.
Total Payout: Total amount on this generated payout.
Account with Balance after Payout: Total amount left in member’s pending payout account after commission payout is made
Tips:
To revoke or re-instate payout of an individual member, click on the “List users” hyperlink for Qualified Payout.
To re-instate forfeited compensation, click on the “List users” hyperlink for Forfeited Payout.
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Generate Payout
To generate commission payout to members, please follow the steps below:
Step 1- Select Payout Type
Select “Normal” to generate commission payout for all members that have funds in their pending payout account.
Select “Request” to only generate commission payout for members that initiate payout request within their user back office.
Note: The normal and request options will only appear if the option is enabled within the (Global Management / Preferences/Financial Preferences) under (Compensation Payout Preferences).
Step 2- Set a Maximum per account
Enter a maximum amount to limit payout each member (e.g. If $1000 is entered, members will get no more than $1000 even if the member has a $2000 pending payout. Only $1000 will be paid from the total payout, leaving $1000 in the pending payout account).
Step 3- Click on the “Preview” submit button
Note: Clicking on the submit button will not automatically generate the payout, but shows a preview of what will become generated.
Payout Preview Table Qualified Payout: Members that qualify for payout and commission payout will be included on the generated payout. Forfeited Payout: Members that their commission payout will be forfeited for not meeting certain pre-set requirements. Unqualified Payout: Members that do not qualify for payout will not lose their commission. The commission payout can be paid on the next commission payout run.
Requirement not met: Members that are under pre-set requirements. See Class Requirement Setup.
Suspended users: Member accounts that are under suspension during the payout period.
Account with Balance after Payout: Total amount left in member’s pending payout account after commission payout is made.
Total Available Payout: If the “Process Payouts” submit button is clicked, the total amount shown here will be the total payout that is owed to members.
Step 4- Click on the “Process Payouts” submit button to generate the payout.
Note: All or individual payout can be revoked or re-instated after payout is generated.
Viewing History and Managing Member’s Payout-The following functions can be performed within this area:
View / Modify Pending Payout balance
View / Modify Pending Payout Request
View / Modify Reserved Spending balance
Manage Payout, Forfeited Payout, Deposits, Debits, Spending, and Spending Transfer history
Managing a member payout history- Enter the member User Id and click on the “Display” submit button.
Changing Pending Payout, Pending Payout Request or Reserved Spending amount- After entering the User Id for the member and the “Display” submit button is clicked, click on the Statistics & Graphs hyperlink
Pending Payout: Member pending compensation payout balance.
Pending Payout Request: Member requested compensation payout.
Reserved Spending: Total amount reserved by a member to be available for spending in their spending account. This can also be used to pay for membership dues, etc…
Functions
Payout History: View payout history paid to users within the lifetime of the member from join date.
Forfeited Payout History: Lists history and detailed reason why payout was forfeited.
Deposits History: Lists history of compensation deposited and made available for payout (e.g. Fast Start Bonus, Membership Commission, Retail Sales Commission, Rewards, Bonus, etc…).
Debits History: Lists history of debits made against members compensation balance.
Spending History: Lists spending history by members, spending includes paying for membership with compensation earned. Within the spending history section, spending can also be credited back to members account or the spending record can be deleted completely.
Spending Transfer History: Lists spending transfer history. Spending transfer history is amount transferred from compensation pending payout account, when an amount is transferred from the compensation pending payout, the funds is no longer available for payout.
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Payout File Export Wizard
Add a New Setting
This article explains how to create compensation payout method and export file format, for such as (PayPal, SafePay Solutions, E-gold, Checks, ACH, StormPay, PayCard, Custom Format, etc…).
Note: Before members can be included on a payout file after compensation payout has been generated, members must have selected a payout method within their back office (My Account / Payout Preferences).
Adding a New Payout Method To create a new payout method follow the steps below.
Enable - Select “Yes” to allow this payout method option to be selected by members and if “No” is selected, this option will be hidden from members.
Processor - Select “Not Listed” if your preferred method is not listed. If your preferred processor is listed (e.g. PayPal, SafePay Solutions, etc...), you won't be required to merge export field below, it will be configured automatically for you.
Include All - Select “Yes” to include all members on this payout method option regardless of the preferred payout method chosen by members from their back office. If “No” is selected; only members that actively chose this payout method option will be included on the payout exported file.
File Type - Select one from the file types listed, options are (.txt, .xls, .csv, .dat, and .html). The file type selected will be the format which the payout export file will be.
Separate Field(s) With - Select one from the options listed, options are (Comma, Tab, and Pipe). Chosen option will be used to separate fields within the exported file.
Export Name - Enter name to identify this payout setting as (e.g. Checks), this is the name that will be shown to members on the Payout Preferences.
Currency - Enter the currency this payout file is for (e.g. USD); please contact your payout provider for the proper currency type to use.
User Class - Check the member classes. Members on class or classes checked will only be the members that will be allowed to select this option for their payout method.
Processing fees This can be used to collect surcharges on payout processing. Deduct Percentage - Enter the percentage to deduct from members payout total generated (e.g. 5.00); you do not need to add % sign. Deduct Fixed Cap - Enter a fixed amount to deduct from members payout total generated (e.g. 2.00 for $2.00); you do not need to add any monetary symbols. Note: Both Deduct Percentage and Deduct Fixed Cap can be used together.
Export Fields Available Field(s) - List of available fields that can be included on the payout file. Move fields needed to the export file field’s box. Export File Field(s) - List of fields that will appear on the payout export file.
Based on Comma separated fields, the file structure is as follow; Userid,Payout Amount (300.00),First Name,Last Name,Email Address Userid,Payout Amount (200.00),First Name,Last Name,Email Address
Click SAVE::. button to save the changes.
Note: After adding a new setting, if additional fields are needed (e.g. Name on Check, Account number, etc…), this can be done at FlexField Manager within the same Payout Export File Wizard for this setup. Click here for article on adding data fields to the payout export file.
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Preferences
This article explains how to create compensation payout method and export file format, for such as (PayPal, SafePay Solutions, E-gold, Checks, ACH, StormPay, PayCard, Custom Format, etc…).
Note: Before members can be included on a payout file after compensation payout has been generated, members must have selected a payout method within their back office (My Account / Payout Preferences).
Modifying Payout Method To modify payout method follow the steps below.
Enable - Select “Yes” to allow this payout method option to be selected by members and if “No” is selected, this option will be hidden from members.
Processor - Select “Not Listed” if your preferred method is not listed. If your preferred processor is listed (e.g. PayPal, SafePay Solutions, etc...), you won't be required to merge export field below, it will be configured automatically for you.
Include All - Select “Yes” to include all members on this payout method option regardless of the preferred payout method chosen by members from their back office. If “No” is selected; only members that actively chose this payout method option will be included on the payout exported file.
File Type - Select one from the file types listed, options are (.txt, .xls, .csv, .dat, and .html). The file type selected will be the format which the payout export file will be.
Separate Field(s) With - Select one from the options listed, options are (Comma, Tab, and Pipe). Chosen option will be used to separate fields within the exported file.
Export Name - Enter name to identify this payout setting as (e.g. Checks), this is the name that will be shown to members on the Payout Preferences.
Currency - Enter the currency this payout file is for (e.g. USD); please contact your payout provider for the proper currency type to use.
User Class - Check the member classes. Members on class or classes checked will only be the members that will be allowed to select this option for their payout method.
Processing fees This can be used to collect surcharges on payout processing. Deduct Percentage - Enter the percentage to deduct from members payout total generated (e.g. 5.00); you do not need to add % sign. Deduct Fixed Cap - Enter a fixed amount to deduct from members payout total generated (e.g. 2.00 for $2.00); you do not need to add any monetary symbols. Note: Both Deduct Percentage and Deduct Fixed Cap can be used together.
Export Fields Available Field(s) - List of available fields that can be included on the payout file. Move fields needed to the export file field’s box. Export File Field(s) - List of fields that will appear on the payout export file.
Based on Comma separated fields, the file structure is as follow; Userid,Payout Amount (300.00),First Name,Last Name,Email Address Userid,Payout Amount (200.00),First Name,Last Name,Email Address
Click SAVE::. button to save the changes.
Note: After adding a new setting, if additional fields are needed (e.g. Name on Check, Account number, etc…), this can be done at FlexField Manager within the same Payout Export File Wizard for this setup. Click here for article on adding data fields to the payout export file.
Moses Fagbemi
FlexField Manager
This article explains how Payout FlexField can be used to collect additional information needed from members such as checking account number, where to send payment information, etc…
Editing / Adding a New FlexField
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 deselected. List of options defined in the field value.
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: 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: option only appear when either of the Textbox, 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: option only appear when textarea is selected as the Field Type.
Field Value - This option is required if any of the following is selected for Field Type above (Dropdown, Checkbox, or Radio). Example: To create a bank account type (e.g. Business and Personal bank account type), the format would be (business=Business Account,personal=Personal Account) or (Business Account,Personal Account).
Default Auto-fill Value - Enter a default value that will be pre-inserted into the text, dropdown, checkbox, or radio button field. Note: if members deleted what is pre-inserted into the field and left the field blank, nothing will be saved into the field.
Required Field Setting Required Fields - Select “Yes” to require members to enter data into this form field before saving. Character Requirement - This option can be used to restrict characters entered into this field, see options below.
None: Select this option to not require any special character formatting.
Numbers: Select this option to only allow numbers characters input into this field.
Alphabets: Select this option to only allow alphabets characters input into this field.
Alphanumeric: Select this option to allow both alphabets and numbers characters input into this field.
Character Format (Optional) - Special formatting structure can be required for this field (e.g. social Security has 9 numbers 555-55-5555) to required such structure, enter the following; ***-**-**** the asterisk represent the characters and the dash (-) as a separator, which means the data must be typed in as 555-55-5555.
Click SAVE::. button to save FlexField.
Note: when a FlexField field is deleted, all data stored will also be deleted and cannot be retrieved.
Moses Fagbemi
Add / Import Compensation
Add a Single Compensation
Usedto manually add compensation to members accounts. Compensation that can be added are (Fast Start Bonus, Matching Bonus, Cash Reward, Retail Sales Commission, Recurred Retail Sales Commission, and Membership Commission).
Type Select the type of compensation you want to add for members.
Matching Bonus On
Select the compensation type you are paying a matching bonus on. This is only required for Matching Bonus type compensation. For more information on Matching Bonus setup, click here.
Calculation Method
Direct: Select this option to add compensation to a specific member account.
Automatic Calculation (undefined): Select this option to automatically calculation compensation based on the upline of a specific member. For an example; if you have a member that you want to pay a commission to his or her upline for one reason or the other, select this option and the commission will automatically be calculation based on genealogy level compensation structure setup on each Class and the base calculation amount will be based on the amount specified on Amount option.
User (User-Id)
Enter the member UserId that compensation is being paid to.
Note: This option will only show if Direct option is selected on Calculation Method or Matching Bonus or Cash Reward is selected on Type option.
Downline (User-Id)
Enter the member that his or her upline is being paid compensation.
Amount
Direct Calculation Method: Enter the amount to pay in compensation to member UserId specified on User (User-Id) option. If Direct is selected on Calculation Method, amount entered into this box will be given to the member specified on the User (User-Id) option.
Automatic Calculation: Enter the amount to base the compensation calculation on, if Automatic Calculation is selected on Calculation Method option the amount entered here will be used for the base calculation and uses the genealogy levels pre-defined on each respectful user classes.
Status
New: Select this option to make this compensation available on pending payout account.
Paid: Select this option just to record this compensation and assumed it’s paid out already to the members.
Date (optional)
Enter compensation date if required, if date is not entered, the Plexum software will assumed the current date and time. Date format (yyyy-mm-dd), (e.g. 2007-07-16).
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Import Multiple Compensation
Use this feature to import a batch file that contains compensation to add to members account. Compensation that can be added are (Fast Start Bonus, Matching Bonus, Cash Reward, Retail Sales Commission, Recurred Retail Sales Commission, and Membership Commission).
Type Select the type of compensation you are importing.
Calculation Method
Direct: Select this option to import compensation to a specific members account.
Defined: Select this option indicates compensation is defined on the import file for each member compensation is being paid to.
Automatic Calculation (undefined): Select this option to automatically calculation compensation based on the upline of a specific member. For an example; if you have a member that you want to pay a commission to his or her upline for one reason or the other, select this option and the commission will automatically be calculation based on genealogy level compensation structure setup on each Class and the base calculation amount will be based on the amount specified on Amount option.
Compensation File Click “Browse…” button to get the file from your local drive, after doing so, click Import button.
Import File Format Below are the import files formats.
Direct Compensation Format: (Sales Commission, Fast Start Bonus, and Membership Commission) User (UserId),Downline (UserId),Status,Date,Amount user1,user2,New,2007-12-15,10.00
Direct Compensation Format: (Cash Reward) User (UserId),Status,Date,Bonus type,Amount user1,New,2007-12-15,referral,10.00
Direct Compensation Format: (Matching Bonus) User (UserId),Downline (UserId),Status,Date,Bonus Type,Amount user1,user2,New,2007-12-15,referral,10.00
Defined Compensation Format: (Sales Commission, Fast Start Bonus) Downline (UserId),Status,Date,Direct,Level 1,Level 2,Level 3 user2,New,2004-12-15,15.00,10.00,8.00,6.00
Glossary
User: the UserId of the user that compensation is to be assigned.
Downline: the UserId of the user compensation is being paid on.
Status: New/Deposited (If status is set to Deposited, the compensation will not be available for payout, just for record tracking only.)
Date: yyyy-mm-dd, this is an optional field. It can be used to add back compensation to Plexum commission report.
Bonus Type Reference Value
Fast Start Bonus: bonus
Sales Commission: sales
Cash Reward: reward
Membership Commission: referral
Note: Check your file for duplicates, Plexum will not check file for duplicates data and each compensation structure data must be on a line by line format.
After importing your data file, click on the "Check Imported Data for Errors" link icon to check the data fields for errors. If everything goes well, you should see a "Process Imported Data" link icon where "Check Imported Data for Errors" link icon was. Then click on the "Process Imported Data" link icon to add the new data to the database.
To delete imported file , just click on the "Delete" link icon.
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Retail Sales Transaction Manager
Manage Transactions
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Add a New Transaction
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Transaction Export Setup
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Transaction Import Setup
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Import Transactions
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Compensation Report
Bonus Pool
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Fast Start Bonus
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Matching Bonus
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Membership Commission
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Retail Sales Commission
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Cash Reward
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Recycled Matrix Commission
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Mail
Inbox
This is where unread and read email messages can be accessed.
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Compose Mail
Priority: a. Select “Normal” to send email message with a normal priority. b. Select “Low” to send email message with a low priority flag. c. Select “High” to send message with a high priority flag.
From: a. If more than one email address is listed, select email address to use for sending the message.
To: a. Enter email address of the recipient. b. Click on the book icon to select a recipient from your contact manager.
CC: a. Enter one or more email address to CC your email message, separate each email address with a comma (,) (e.g. a@some.com,joe@me.com, etc…). b. Click on the book icon to select one or multiple CC email address from your contact manager.
BBC: a. Enter one or more email address to BBC your email message, separate each email address with a comma (,) (e.g. a@some.com,joe@me.com, etc…). b. Click on the book icon to select one or multiple BBC email address from your contact manager.
Attach Files: a. To attach one or more files, click on the “Attach Files” button. b. Attach each file by clicking on the “Browse..” button to locate and select files to attach. c. After locating and selecting file or files, click on “Attach Files” button to attach files or click “Cancel and return to message” button to cancel attached file procedure.
Enter your email message in the textbox and click on “Send Mail” to send the email message out or click “SAVE” to save the message to Drafts.
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Drafts
This is where drafted or saved composed email messages can be accessed.
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Sent Items
This is where sent email messages can be accessed.
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Deleted Items
Email messages deleted and not permanently deleted from the database can be accessed.
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Options
Add/Edit Signature
Setting up from sender name and email signature text.
Display Name on Emails: a. Enter a name to show as the sender when email message is sent (e.g. Moses Fagbemi).
Email Signature
Enable Signature: a. Select “Yes” to enable to add signature text to new and reply email messages sent. b. Select “No” to disable this feature.
Paste or enter signature text in the text box.
Click Save to apply changes.
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Add/Edit POP3 Account Setting
Each administrator can add a POP3 account in additional to the email account given within Plexum Admin Back Office, if the option is enabled on (Global Management / Admin Mailbox Preferences).
Enable: a. Select “Yes” to enable POP3 email account sending and retrieval. b. Select “No” to disable POP3 email account feature.
Domain Name: a. Enter domain name for your POP3 account (e.g. domain.com).
Username: a. Enter username for your POP3 email account, must server only allow full qualified email address for the username (e.g. user@domain.com), please check with your server admin for your correct POP3 username.
Password: a. Enter your POP3 email account password.
Note: before you save your setting, you can test your POP3 account setting by clicking on the (Test POP3 Account) link. If you get error from clicking the test link, this means the information entered for the POP3 account might be wrong.
Click Save to apply changes.
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Favorites
Favorites
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Links
Links
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Global Management
Here are vast amount of configurations and settings so you can make this system purr the way you want it. Almost! :-)
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Preferences
System Preferences
System Prefernces
To access Preferences under Global Management, mouse-over on Global Management link, and click on Preferences.
General Settings
Domain Name: a. Enter a primary domain name for this for this installation or website.
Admin Record Display Limit: a. Enter a numeric value to indicate the number of pages to display in the Administrative Back Office (e.g. 15).
User Record Display Limit: a. Enter a numeric value to indicate the number of pages to display in the Users Back Office (e.g. 15).
Enable Quick Start Link: a. Select “Yes” to show a (Quick Start) Link in Users Back Office. b. Select “No” to hide Quick Start link and page.
Assign Sponsor Website to new Signee: a. Select “Yes” to automatically assign the same website to new recruit as the one used by the direct upline. Note: the website type assigned will be the direct upline (DU) not the original referring sponsor (ORS). b. Select “No” to assign website to new recruit as defined in the User Class Preference / Default Website Setting.
Enable Permission Settings: Select Yes activate permissions granted to files, and No to deactivate.
Enable Referral Lock-In: a. Select “Yes” to lock web visitors to referring user with a cookie on the visitors computer, so anytime the same visitor re-visits the company’s website without specifying a user’s site id within the web address directly, the visitor will automatically be redirected to the user website previously locked on the visitors computer’s cookie unless the cookie expired or was deleted. Note: In the event that Co-Op feature is enabled and Referral Lock-In is set to “Yes”, the Co-Op feature will be ignored if the visitor has previously visited any users replicated website before. b. Select “No” to disable cookie tracking. Visitors that previously visit a user replicated website uses a web address other than the user website web address to access your website, the visitor will not be redirected
Copyright Text: Enter the copyright information to be displayed at the bottom of Administrative and Users Back Office Panel (e.g. Copyright 2006 Your Company, Inc. All Rights Reserved.)
HTML Editor
Global HTML Editor: The HTML editor feature gives the System Administrator the option of whether to use a HTML editor in the creation of pages. Select WYSIWYG Editor to be able to visually create and design website templates in the format and fonts before you save them onto the system OR select Textbox to manually enter text without design capability.
Assets Folder URL: Enter the URL link at which images, flash and other media files are stored to be accessed by the system.
Assets Folder Path: Enter the Folder path that leads to the Folder URL.
Sub-domain Setting
a. Select “Yes” to enable sub-domain name for users replicated websites address (joe.yourdomain.com). Note: you must enable DNS Wildcard on your server to use this sub-domain feature, contact your web host provider regarding DNS Wildcard setup. b. Select “No” to disable.
Default Server GMT Time Zone
Select the time zone of your server where the server is hosted and check the Daylight saving checkbox if the server location is in daylight saving.
User Preferences
Allow Multiple Emails: a. Select “Yes” to allow same email address be used on other user accounts, b. select “No” to disallow this feature or restrict a unique email address for each user account. Note: If PlexPay is in-use, this feature is automatically disabled, only one email per account will be allowed.
Sitename/Site-Id
Allow Changes by User: a. Select “Yes” to allow users to change their website site-id within the user back office, b. Select “No” to disallow changing the site-id. Note: Only Site-Id can be changed not User-Id.
Birthday & Gender Fields
Enable Birthday Field: a. Select “Yes” will display birthday input textbox (dd/mm/yyyy) on the signup and users profile and can also be shown on searches if desired. b. Select “No” to disable.
Enable Gender Field: a. Select “Yes” will display gender input textbox on the signup and users profile and can also be shown on searches if desired. b. Select “No” to diable.
User Back Office Picture
Upload Picture Max Size: a. Enter the maximum picture file size of pictures that can be uploaded by users from Users back office (e.g. 9). Note: the file size is calculated in kilobytes.
In-Active User
Suspend After: Enter numeric number of days (e.g. 30) to automatically suspend users if no successful login access is made to User back Office.
New User Genealogy Notification
Notify Sponsor: a. Select “Yes” to notify sponsors via email of new recruits added to their genealogy. When “Yes” is selected, all upline within the limit of the genealogy will be notified. b. Select “No” will not notify sponsors of activity.
Notify Original Referral: a. Select “Yes” to notify original referring sponsor (ORS) via email of a new signup. Note, the original referral may also be a genealogy direct upline (DU) of the new recruit. b. Select “No” will not notify sponsors of activity.
Notify Powerline Sponsor: a. Select “Yes” to notify user sponsors that are in the powerline. b. Select “No” will not notify sponsors of activity.
Notify Pre-enrolled Sponsor of Upgrade: a. Select “Yes” to notify sponsor of user upgrade from Powerline or Pre-enroll Class another class. The notification is only sent directly to the sponsor of the pre-enrolled user. b. Select “No” will not notify sponsors of activity.
Private Messenger Setting
Enable Private Messenger: a. Select “Yes” to allow private messages within users. b. Select “No” to disable.
Enable File Attachment: a. Select “Yes” to allow file attachment to messages. b. Select “No” to disable.
Attachment File Limit: a. Enter number of allowed files that can be attached to messages (e.g. 3). b. Leave blank to disable.
Attachment File Size: a. Enter number of allowed size in kilobyte file size (e.g. 9). b. Leave blank to disable.
Attachment File Extensions: a. Type extension of files that are allowed to be attached to messages (e.g. .gif, .txt, etc), separate each extension with a comma and make sure to have dot at the begging of each extension. b. Leave blank to disable.
Secure Site Setting (SSL) Note: Before you enable SSL feature within Plexum X6, ensure that SSL is installed and enabled for your webserver and domain name.
Admin Back Office: a. Select “Enable” to use secure connection for the admin back office (e.g. https://), and if “Yes” is selected for Force SSL URL, when a non-secure web address is used, Plexum X6 will automatically redirect to the secure web address.
User Back Office: a. Select “Enable” to use secure connection for the user back office (e.g. https://), and if “Yes” is selected for Force SSL URL, when a non-secure web address is used, Plexum X6 will automatically redirect to the secure web address.
SSL Document Root URL: a. Enter the secure URL for your website document root directory (e.g. https://www.yourwebsite.com).
Site Maintenance/Offline Setting
User Back Office: a. Select “Enable” to allow access to User back office, b. if “Disable” is selected, users that accessed the back office during the time “Disable” is selected, they will be presented with a maintenance comment webpage. The template that is used can be found by accessing your website folders and files via FTP (plexum/phpapi/templates/upanel_offline.php).
Web Site: a. Select “Enable” to allow access to Users replicated websites, b. if “Disable” is selected, visitors that accessed the website during the time “Disable” is selected, they will be presented with a maintenance comment webpage. The template that is used can be found by accessing your website folders and files via FTP (plexum/phpapi/templates/web_offline.php).
In-active Log-in Session Timeout Use his feature to timeout login session for more access protection to the back offices.
Admin Back Office: a. Enter number of minutes before timing out login session when user is idle (e.g. 60).
User Back Office: a. Enter number of minutes before timing out login session when user is idle (e.g. 60).
Mail Program
Default Sender Name: a. Type a name to use on “From” line on email message that is sent out (e.g. Something.com).
Default Sender Email Addr: a. Type an email address that will be shown as the sender of email messages sent from your system.
Return Path Email Addr: a. Enter the return path email address for your mail server.
Mail Program: a. Choose the type of mail program to use for sending mail from your system; your options are (Default, Sendmail and SMTP), if “Default” selected, emails will be sent using the default mail program setup on your php.ini configuration file. You can also test your mail program settings by clicking on the (Test Mail Server), when the link is clicked on, email message will be sent to the Default Sender Email Addr.
Sendmail Path Location: a. If you select Sendmail for your mail program, type in the path to your server sendmail program.
SMTP Setting This is required if SMTP is chosen for the mail server.
Hostname: a. Type in your server SMTP hostname.
Helo: a. Type in your mail server domain name (yourdomain.com).
Port: a. Type in your SMTP mailserver port (e.g. 25).
Require Authentication: a. Select “Yes” if mailserver requires username and password to send mail. b. Select “No” if mailserver does not require authentication.
Username: a. Enter your mail server username if Require Authentication is in-use.
Password: a. Enter your mail server password if Require Authentication is in-use.
MySQL Database Option
Extension Type: a. Select the type of MySQL extension to use for connecting to your server MySQL database, after selecting an extension, click on the (Test MySQL Extension) link before the setting is saved. PERL API Integration Enable this feature if you are having problem with file and folder permissions on your server when file or folder is created (e.g. user replicated pages). Before you enable this feature, ensure that Plexum X6 Perl extension is installed.
Enable: a. Select “Yes” to enable this feature.
Secret Code: a. Type in a secret code to prevent unauthorized access to Plexum X6 Perl extension script.
API Directory Path: a. Enter the server path to the Perl extension installation (e.g. yourhost/public_html/cgi-bin/plexum).
Complete Error Display Selecting “Yes” will display full error, MySQL and server information to browser, we recommend to only have “Yes” selected during setup.
User Back Office: a. Select “Yes” to display full error to the browser.
Web Site: a. Select “Yes” to display full error to the browser.
Click on “SAVE”button to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
Ade Adesanya
Genealogy Preferences
The Geneaology Preferences area of the system allows the System Administrator to create and set-up the lineage system structure which the business is going to be based upon. The primary geneaology options available in Plexum X6 are the Uni-Level and the Forced Matrix geneaology
Genealogy Front-end: Chose from (Forced Matrix or Unilevel) to use as the front-end genealogy for your system. - Note: This option is only for system with the Dual Genealogy Module installed.
Genealogy Name
Forced Matrix: a. Enter the name to referred Forced Matrix genealogy to within the User Back Office (e.g. Platinum Level).
Uni-Level: a. Enter the name to referred Uni-Level genealogy to within the User Back Office (e.g. Gold Level).
Pre-enrollment: a. Enter the name to referred Pre-enrollment genealogy to within the User Back Office (e.g. Powerline).
Non-Genealogy: a. Enter the name to referred Non-Genealogy to within the User Back Office.
Display Sponsor Information
Enable Genealogy: a. Select “Yes” to enable display sponsor information. b. Select “No” to disable display of sponsor information.
Sponsor Type: a. Select “Refering Sponsor” to enable display of the referring sponsor. b. Select “Geneaology Sponsor” to disable display of sponsor information.
Forced Matrix
Enable Genealogy: a. Select “Yes” to enable Forced Matrix genealogy on your system. b. Select “No” to disable Force Matrix genealogy.
Enable Compression: a. Select “Yes” to enable compression on your system. If “Yes” is selected and a user in the genealogy is removed or deleted, the genealogy will be compressed up; b. Select “No” to leave position empty when a User is removed; otherwise a hole will be created within the genealogy which can be later filled with a user which has no downline users. See Position Manager.
Company Sponsored: a. Select “Yes” to have the system build the genealogy under the default User genealogy no matter which user refer the new users. If “Yes” is selected, you must type in a User-Id use as the company genealogy. b. Select “No” to build genealogy based on referred Users.
Default Genealogy User (User-Id): a. Enter a user-id to use as the default genealogy user. In the event that a user is signing up without a sponsor, the default genealogy user will automatically be assigned.
Show Upline: a. If “All” is selected, all upline within the pre-defined genealogy will be displayed to downline within the genealogy area in the back office. If “Immediate” is selected, only one upline is shown to downline within the genealogy area.
Forced Matrix: Genealogy Network Structure
Level Width: a. Enter genealogy width number (e.g. 2).
Level Depth: a. Enter genealogy depth number (e.g. 3). NOTE: We recommend no higher than 15 levels deep.
Forced Matrix: Matrix Recycling Recycling is used to extend the genealogy width when users complete their genealogy. You can also charge for genealogy recycling, see Manage User Class, Setup / Recurring Fees.
Enable Recycling: a. Select “Yes” to enable recycling. b. Select “No” to disable.
Phase Limit: a. Enter number of total recycling to allow (e.g. 5).
Enable Auto Recycling: a. Select “Yes” to automatically open a new matrix when the system detects when users genealogy is full. Otherwise, user will be required to initiate the recycling. b. Select “No” to disable automatic recycling of the Matrix.
Uni-Level Genealogy
Enable Genealogy: a. Select “Yes” to enable Uni-Level genealogy on your system. b. Select “No” to disable use of the Uni-Level Genealogy.
Enable Compression: a. Select “Yes” to enable compression on your system. If “Yes” is selected and a user in the genealogy is removed or deleted, the genealogy will be compressed up; otherwise a hole will be created within the genealogy which can be later filled with a user which has no downline users. See Position Manager. b. Select “No” to leave position empty when a User is removed from the genealogy.
Show Upline: a. Select “All” to show all upline within the pre-defined genealogy will be displayed to downline within the genealogy area in the back office. b. Select “Immediate” to show only one upline to downline within the genealogy area.
Uni-Level: Genealogy Network Structure
Level Width: Unlimited
Level Depth: a. Enter genealogy depth number (e.g. 3). We recommend no higher than 15 levels deep.
Uni-Level: Australian X-Up Program Australian X-Up is used to pass-up new recruits to users referring qualified sponsor. Australian X-Up can also be setup on individual User Class, see Manage User Class / Australian X-Up Preferences.
Enable: a. Select “Yes” to enable Australian X-Up. b. Select “No” to disable X-Up program.
Qualify By Retail Sale: a. Select “Yes” to only pass-up downline of a user when the user makes his or her first retail sale,. (Note: Shopping Cart is required.) b. Select “No” to disabled; Qualify by Retail Sale will not be used for pass-up.
Qualifying Users: a. Enter number of users in total to pass-up (e.g. 2).
Pass Up Option: a. Enter users to pass-up separating with a comma (e.g. 1,4), the first and forth recruits will be passed-up in this example.
Click “SAVE” to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
Ade Adesanya
Admin Mailbox Preferences
The Admin Mailbox Preference section is a tool used by the system administrator to set-up the E-mail client default for the administrator to access email within Plexum Back Office.
Enable Mailbox: a. Select “Yes” activate email client for administrators.
Allow POP3 Account Setup: a. Select “Yes” to allow administrators to setup their own POP3 email account.
Use User POP3 Account: a. Select “Yes” to use POP3 account setup for users E-mail client, which means users and administrator will use the same hostname for their email address. b. Otherwise select “No” to use a different hostname for the administrator email client.
Mail Server (for sending mail): a. Select a mail server to use for sending mail from the email client, to setup a different mail server for sending mail, see Global Management / Multiple Mail Server Wizard.
# of Mail Download Per Session: a. Enter number of mail to download per session (e.g. 100).
POP3 Account Access Information
Domain Name: a. Enter domain name or hostname of your POP3 account (e.g. domain.com).
Username: a. Enter your POP3 account username.
Password: a. Enter your POP3 account password.
Mail Attachment Limit
# of Outgoing Attachment: a. Enter number of attachment on outgoing email messages (e.g. 5), if set to “0” file attachment will be disabled.
File Size: a. Enter number of file size in kilobytes to allow for an attachment (e.g. 50).
# of Incoming Attachment: a. Enter number of allowed incoming mail attachments (e.g. 5), if set to “0” incoming mail file attachments will be disabled.
Purge Mail Older Than
Inbox Folder: a. Enter number of days before deleting mails in the Inbox Folder (e.g. 30).
Include Unread Mail: a. Check to include unread mail in the deletion.
Sent Folder: a. Enter number of days before deleting mails in the Sent Folder (e.g. 30).
Trash Folder: a. Enter number of days before deleting mails in the Trash Folder (e.g. 30).
Admin Class(es)
Allowed Class(es): a. Check admin class or classes to allow to use the email client.
Click “SAVE” to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
Ade Adesanya
User Mailbox Preferences
The User Mailbbox preferences section is a tool that is used to setup default Email-clients for users to access email within the Plexum Back Office.
Enable Mailbox: a. Select “Yes” activate email client for users. b. Select “No” to disable email client.
Allow POP3 Account Setup: a. Select “Yes” to allow administrators to setup their own POP3 email account. b. Select “No” to disable POP3 client.
Mail Server (for sending mail): a. Select a mail server to use for sending mail from the email client, to setup a different mail server for sending mail, see Global Management / Multiple Mail Server Wizard.
# of Mail Download Per Session: a. Enter number of mail to download per session (e.g. 100).
POP3 Account Access Information
Domain Name: a. Enter domain name or hostname of your POP3 account (e.g. domain.com).
Username: a. Enter your POP3 account username.
Password: a. Enter your POP3 account password.
Mail Attachment Limit
# of Outgoing Attachment: a. Enter number of attachment on outgoing email messages (e.g. 5), if set to “0” file attachment will be disabled.
File Size: a. Enter number of file size in kilobytes to allow for an attachment (e.g. 50).
# of Incoming Attachment: a. Enter number of allowed incoming mail attachments (e.g. 5), if set to “0” incoming mail file attachments will be disabled.
Purge Mail Older Than
Inbox Folder: a. Enter number of days before deleting mails in the Inbox Folder (e.g. 30).
Include Unread Mail: a. Check to include unread mail in the purging process
Sent Folder: a. Enter number of days before purging mails in the Sent Folder (e.g. 30).
Trash Folder: a. Enter number of days before purging mails in the Trash Folder (e.g. 30).
User Class(es)
Allowed Class(es): a. Check user class or classes to allow to use the email client.
Click the “SAVE” button to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
Ade Adesanya
User Task Manager Preferences
The User task Manger Preference is a tool used for setting up Task Management system for users to setup appointments, reminders, etc, within Plexum Back Office.
Enable: a. Select “Yes” to enable Task Manager for the selected class. b. Select “No” to disable.
# of Task Entry Limit: a. Enter number of task can a user on the selected class is limited to (e.g. 300).
Click the “SAVE” button to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
Ade Adesanya
Search & Buddy List Preferences
The Search & Buddy List Preferences is a tool that eenables the system administrator to manage the Search and interactive chat preferences
Enable User Search: a. Select “Yes” to allow users to search for other users from their Plexum Back Office. b. Select “No” to disable user search.
Enable Buddy List: a. Select “Yes” enable Buddy List feature, which will allow users to add other users to their buddy list. To use the buddy list feature, (Enable User Search) option must be set to “Yes”. b. Select “No” to disable buddylist.
Show User First Name: a. Select “Yes” to show users first name on search results and buddy list. b. Select “No” to hide.
Show User Last Name: a. Select “Yes” to show users last name on search results and buddy list. b. Select “No” to hide.
Show User Email Address: a. Select “Yes” to show users email address on search results and buddy list. b. Select “No” to hide.
Show User Gender: a. Select “Yes” to show users gender on search results and buddy list. b. Select “No” to hide.
Show User DOB: a. Select “Yes” to show users date of birth on search results and buddy list. b. Select “No” to hide.
Instant Messenger Id's
Show Id's to Class(es): a. Check each user class to allow to see other users Instant Messenger Id’s.
Advanced User Search & Find User
Allowed Class(es): a. Check each user class that (Advanced User Search & Find User) search fields will be available
Click the SAVE button to save changes
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
Ade Adesanya
Financial Preferences
The Financial Preferences is an important tool in Plexum that enables the default set-up of the financial, payout and other financial related settings for the system.
Currency Prefix: a. Enter your desired currency prefix (e.g. $).
Allow Billing Method Changes: a. Select “Yes” to allow users to change their billing method from their Plexum back office. b. Select “No” to disallow.
Compensation Payout Preferences
Payout Type: a. Chose from (Request Only, Standard Only or Both). If “Request Only” is selected; users will be required to request for payout. If “Standard Only” is selected, everyone qualified for payout will be included on the payout report and if “Both” option is selected, users can request for payout and standard payout can be done as well.
Deposit Compensation: a. All compensation is generated real-time except membership compensation which normally takes 5 to 30 minutes depending on your server CronJob setup. After compensation are generated, their have to be deposited before it’s available for payout; chose how often to deposit compensation (Hourly, Daily, Weekly, Biweekly or Monthly).
Starts: a. Enter when to start depositing the compensation (Format: yyyy-mm-dd)
Minimum Payout: a. Enter minimum compensation users must have to be qualified or included on the payout (e.g. 25.00).
Accounting Fee Preferences This can be used to charge users for processing compensation payout or other miscellaneous fees, which will be deducted from their pending compensation payout.
Amount: a. Enter amount to charge users (e.g. 25.00) and select how often to deduct (Weekly, Biweekly, Monthly, Quarterly, Semiannually or Annually).
Enable Fee Accumulation: a. Select “Yes” to accumulate accounting fee if do not previously have enough compensation to cover accounting fee when it’s run. b. If “No” is selected; only the current fee will be charged to users that made enough to cover the charges.
Compensation Cool-off Period Preferences When this feature is in-use, compensation will not be available for payout although, the compensation will be shown to users from their back office with the status of “New”, until the cool-off period is passed, the compensation will remain new and not deposited.
Fast Start Bonus: a. Enter number of days (e.g. 30), set to “0” or “0.00” to disable cool-off feature.
Matching Bonus: a. Enter number of days (e.g. 30), set to “0” or “0.00” to disable cool-off feature.
Membership Commission: a. Enter number of days (e.g. 30), set to “0” or “0.00” to disable cool-off feature.
Retail Sales Commission: a. Enter number of days (e.g. 30), set to “0” or “0.00” to disable cool-off feature.
Recycled Matrix Commission: a. Enter number of days (e.g. 30), set to “0” or “0.00” to disable cool-off feature.
Bonus Pool: a. Enter number of days (e.g. 30), set to “0” or “0.00” to disable cool-off feature.
Compensation Compression Preferences When this feature is in-use and compensation is being generated and a user do not meet the qualification to get compensate for some reason or predefined qualification setting, the compensation will be compressed up.
Fast Start Bonus: a. Select “Yes” to enable compensation compression. b. Select “No” to disable compression.
Membership Commission: a. Select “Yes” to enable compensation compression. b. Select “No” to disable compression.
Retail Sales Commission: a. Select “Yes” to enable compensation compression. b. Select “No” to disable compression.
Pre-enrollment Option This option is use to add users without adding them to the genealogy, it works like a powerline which means pre-enrolled user can lose another pre-enrolled user to a sponsor if the referring sponsor do not upgrade before the downline in the pre-enroll status.
Enable Pre-enrollment Class: a. Select “Yes” to enable pre-enrollment on user class. b. Select “No” to disable.
Show Name to Sponsor: a. Select “Yes” to show sponsors the names of pre-enrolled users, the sponsor is the referring user, which means the user that referred the pre-enrolled user. b. Select “No” to hide pre-enrolled users.
Show Name to Users: a. Select “Yes” to show users the name of pre-enrolled users. In other words, show pre-enrolled user names to all users. b. Select “No” to hide pre-enrolled users.
In-Session Account In-session accounts are accounts that are ignored, abounded or if is In-session for a short period that may mean the registration is in progress.
Notify Account Holder by Email After: a. Enter number of hours (e.g. 2) before account holder is notified via email. The email template used for the notification is (User - In-Session In-complete sign-up Letter).
Delete Account After: a. Enter number of days to delete account In-session (e.g. 21).
Class Upgrade Option
Subtract Previous Fee: a. Select “Yes” adjust the setup fee by subtracting the setup fee paid on previously class. b. Select “No” to charge full upgrade fee.
Pay Fast Bonus on Upgrade: a. Select “Yes” to pay Fast Start Bonus on user upgrade to sponsor(s), if Fast Start Bonus structure is defined on class(es). b. Select “No” disable Fast Start Bonus payout on upgrade.
Pay Membership Commission on Upgrade: a. Select “Yes” to pay Membership commission on user upgrade to sponsor(s), if Membership Commission structure is defined on class(es). b. Select “No” disable Membership commission payout on upgrade.
Billing Manager :: Auto-bill Option
Notify Before Billing Due Date: a. Enter number (e.g. 5) of days to notify users of upcoming payment due date.
Billing Manager :: Declined Payment Action
Retry Payment: a. Select “Yes” to retry payment after declines. b. Select “No” to disable retry.
Retry how many times: a. Enter number of times to retry payment (e.g. 3).
Retry Every: a. Enter number of days to retry payment (e.g. 2).
Suspend User Account: a. Select “Yes” to automatically suspend user account after payment is declined. Note; account will not be suspend until the limit of retry is reached. b. Select “No” will not suspend user when payment is declined.
Billing Manager :: Manual-bill Option
Automatically Approve New Users: a. Select “Yes” to automatically approved user account if manual payment is used to pay for account setup or membership. Note; Class setting will override if class is setup to not automatically approved new users. b. Select “No” to put approved user account in pending mode. Note: admin will have to manually approve user.
Suspend User Account: a. Select “Yes” to automatically suspend users on manual billing if payment not received in a timely manner.
Notify Before Due Date: a. Enter number (e.g. 10) of days to notify users of upcoming payment due date.
Users Account Suspension/Cancellation/Deletion Notification This feature notify users before account status change, which may require action from the user part and this feature work in-conjunction with (Class Requirements)
Notify User: a. Select “Yes” to send notification via email to users. b. Select “No” notification will not be sent.
Notify: a. Enter number (e.g. 3) of days before notification is sent out via email.
Retail Sales Tracking Option This feature is used to enable retail sales tracking from an external shopping cart; this feature must be enabled to be able to track retail sales commissions.
Enable sales tracking: a. Select “Yes” to allow retail sales tracking from a shopping cart. b. Select “No” to disable tracking.
Commission-able Percentage: a. Enter commission-able percentage if you do not want to use the full sales amount for commission calculation (e.g. if total sales is $100 and you want to base the commission on $90, the percentage to enter would be 90%).
Enable sales recurring commission: a. Select “Yes” to enable recurring sales commission structure on Plexum X6, which will allow you to define a separate commission structure for recurring sales (Auto-ship or subscription products). b. Select “No” to disable.
Automatically approve sales: a. Select “Yes” to automatically approve sales and generate commission, b. if “No” is selected, the sales must be approved manual before commission can be generated for the sale.
Reject duplicate order: a. Select “Yes” to check for duplicate order number and reject if an order number existed. b. Select “No” to allow order with duplicate order number to be reported and process commissions.
Security Setting This feature is designed to ensure no fraudulent transaction is accepted for sales on Plexum and calculates commission, you can do so by using a secret code or domain names.
Secret Code: a. Enter the secret code to use to confirm real transaction. Note; your shopping cart must be able to pass the secret value in variable (return_st) to Plexum.
Allowed Domains: a. Enter domain name, separate with a comma if using multiple domain name.
Click the “SAVE” button to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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PlexPay eFunds Preferences
NOTE: PlexPay Account is rquired to use this feature; please see www.plexpay.com for more details.
Enable PlexPay: a. Select “Yes” to enable PlexPay eFunds. b. Select “No” to disable.
Source: a. Enter the source code provided to you on your account setup confirmation email.
Company Id: a. Enter the Company Id provided to you on your account setup confirmation email.
PlexPay Nickname: a. Enter name to use or display for PlexPay within the Users Back Office (PlexPay eFunds Portal).
Admin Login URL: a. Type in admin login URL provided to you on your account setup confirmation email.
User Login URL: a. Enter user login URL provided to you on your account setup confirmation email.
Check User Class to add to PlexPay
Enabled Class(es): a. Check make all user class that applies.
Check User Class to automatically issue debit card to at signup
Enabled Class(es): a. Check make all user class that applies.
Map FlexField to PlexPay Signup Fields Map user flexfields to PlexPay fields by matching fields to their corresponding preferences.
Click the “SAVE” button to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Campaign Manager Preferences
The Campaign Manager Preferences is active only when the Smart Campaign Module is included in the Plexum X6 Bundle.
Global Task Limit
Prospect Import Batch: a. Enter number of prospects to import per session (e.g. 1000); this feature will prevent your server from being bug down from prospect import task.
Automatic Deleted Users Subscription
Subscribe Users to: a. Select which campaign to automatically add deleted users to if desired.
Task Clean-up
Delete Mailing Report Older Than: a. Enter number of days (e.g. 30) before deleting a report generated by prospect campaign letter mailing, if set to “0”, this feature will be disabled.
Delete Opt-out Email Older Than: a. Enter number of days (e.g. 30) before deleting opt-out prospect email address from database, if set to “0”, this feature will be disabled.
Delete Undeliverable Email Older Than: a. Enter number of days (e.g. 30) before deleting undeliverable prospect email address from the database, if set to “0”, this feature will be disabled.
Click the “SAVE” button to save your change.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Account Cancellation Preferences
The Account Cancellation feature allows the system administrative to effectively set and manageage the cancellation procedures and parameters of account.
Enable Cancellation: Select “Yes” to allow users to cancel their account from the user back office. (Selecting No, will allow only the administrator to effect cancellation changes.
User Genealogy
Remove User from Genealogy: a. Select “Yes” to remove user from the genealogy when the request for cancellation is initiated.
Compress Genealogy: a. Select “Yes” to compress the genealogy a user cancel account and (Remove User from Genealogy) is set to “Yes”. b. If "No" is selected, empty genealogy position will be created, this can be filled at a later time. See (User Management/Genealogy Manager/Position Manager/Empty Position) for more info.
User Class(es)
Allowed Class(es): a. Check make user class that is allowed to cancel their account from the user back office.
Terms & Conditions
Enter terms & conditions for cancellation. If you enable multiple languages on your system, you will see list of input box to type the terms & conditions in the language of each respected language.
Click the “SAVE” button to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Administrative Access Manager
Administrators
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Access Class
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Skin Wizard
Administrative Back Office
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Users Back Office
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Language Wizard
Custom Language
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Preferences
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Custom Link Wizard
Users Back Office
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Administrative Back Office
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Database Maintenance
Table Optimizer
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Active Sessions
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Payment Processor Setup
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Contact Manager Setup
Preferences
Admin Preferences
Enable Gender Field:
Select “Yes” to enable gender field on contact form.
Select “No” to disable.
Enable Birthday Field:
Select “Yes” to enable birthday field on contact form.
Select “No” to disable.
Enable Anniversary Field:
Select “Yes” Anniversary field on contact form.
Select “No” to disable.
Mail Server:
Select a Mail server from the dropdown list for mailing contact manager notifications.
User Preferences
Enable Gender Field:
Select “Yes” to enable gender field on contact form.
Select “No” to disable.
Enable Birthday Field:
Select “Yes” to enable birthday field on contact form.
Select “No” to disable.
Enable Anniversary Field:
Select “Yes” Anniversary field on contact form.
Select “No” to disable.
Mail Server:
Select a Mail server from the dropdown list for mailing contact manager notifications.
Allowed Class(es):
Check mark all user class that is allowed to have access to the contact manager.
Click the “SAVE” button to save your changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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FlexField Manager
Manage Group
Group Name: a. Enter name to identify the group as. If you enable multiple languages on your system, you will see list of input box to type the group name in the language of each respected language.
Group Position: a. Enter position number of the Group (e.g. 1); this is how the group will be listed on view.
Type: a. Select which type the group belongs to (User, Admin or Both User and Admin), if “User” is selected, the group will only be shown in the user back office. if “Admin” is selected it refelects only shows in the admin back office. If “Both” is selected, the group will appear in both User and Admin back office.
Click the “SAVE” button to save your changes. **Click the “DELETE” button to delete the group.
**Associated fields are also deleted when a group is deleted.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Manage Fields
Manage Fields
Field Group:
Select the group where the field will belong to. If “Main Group” is selected, the field will not be grouped and be shown where (First & Last Name, Email address, etc..) is shown.
Field Name:
Enter name to identify the field as. If you enable multiple languages on your system, you will see list of input box to type the field name in the language of each respected language.
Display Position:
Enter position number of the Field (e.g. 1); this is how the field will be listed on view.
Form Field Setting
Field Type:
Select between (Textbox, Textarea, Dropdown, Checkbox, and Radio) option.
Sensitive Data Field:
Select “Yes” to encrypt data typed into the field. This option is only available to Textbox and Textarea field types.
From Field Size:
Enter size of the input box for the field (e.g. 30). This option is only available to Textbox and Dropdown.
Text Area Field Size:
Enter number of rows and cols for the text area. This option is only available to Textarea.
Field Value:
Enter value to be listed for (Dropdown, Checkbox and Radio), separate each variable and value with a comma (e.g. 9=9 AM,10=10 AM or 9 AM,10 AM), either one will work.
Default Auto-fill Value:
Enter default value to be used on form field that are empty.
Required Field Setting
Required Field: a. Select “Yes” to require this field to be filled.
Optional Requirement: a. Select the type of data to allow to be entered on the field. If “None” is selected, all data type will be allowed.
Field Format (Optional): a. Enter the format to allow. This is especially good for (Social Security, Telephone Numbers, etc…). For each letter or number to format use “*” (e.g. ***-**-****), this will require something such as 555-55-5555.
Optional Setting
Enable Advanced Search: Select “Yes” to show the field on the advanced search form.
Click the “SAVE” button to save your changes. Click the “DELETE” button to delete field.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Favorites Manager
Preferences
Administrator Favorites
Enable:
Select “Yes” to enable favorite for the administrators, doing so will allow administrators to add different section of the admin back office and/or external URL to the favorite database.
Select “No” to disable.
Access Class(es):
Check mark administrator class that will have access to the favorites link feature.
Delete Administrator Favorites
Administrator favorite links can be deleted based on class by using this feature.
Favorite Type:
Chose from the dropdown list the type of favorite to delete from; (Personal or System). Personal; Favorites links added by individual administrator within the selected admin class, will be deleted. System; Default favorite links added will be deleted.
Class(es):
Check mark class or classes where links will be deleted from.
User Favorites
Enable:
Select “Yes” to enable favorite for the users, doing so will allow users to add different section of the user back office and/or external URL to the favorite database.
Select “No” to disable.
Access Class(es):
Check mark user class that will have access to the favorites link feature.
Delete User Favorites
Users favorite links can be deleted based on class by using this feature.
Favorite Type:
Chose from the dropdown list the type of favorite to delete from; (Personal or System). Personal; Favorites links added by individual user within the selected user class, will be deleted. System; Default favorite links added will be deleted.
Class(es):
Check mark class or classes where links will be deleted from.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Manage Default Favorites
Add default links to user and admin back office favorite link navigation.
Select how the link should be displayed when clicked (Inside Panel: link resulting page will open within the back office and New Window: will open a new window to display the resulting link page).
Class(es):
Check mark class or classes that will have see the link.
Delete all Checked
From the list of favorite lists, check all that apply and click the delete “Delete all Checked” button.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Install/Uninstall Modules
Install/Uninstall Modules
The Install/Uninstall Module Manager allows for easy install of Plexum X6 add-on modules with a click of a button.
Installing Modules:
Select module to install from drop menu
Click Download/Install button
Note: If you see Click here adjacent to the module to be installed, it means it must be purchased before being installed.
Uninstall Modules:
Select module to uninstall from drop menu
Click Button: a. Click Download/Re-Install to download module files and re-install. Re-installing will not effect current associated data stored in the database. b. Click uninstall module to remove module files and associated data.
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Pair Data Fields Wizard
User Data Fields
The User Data field feature is a tool where user data fields can be paired with other each as (User Contact Manager, Admin Contact Manager, and Campaign Manager). For an example, if a user clicks on “Add to Contact” from a downline profile, the user address field data will be inserted into contact manager address field.
Pair Field To: Select which database field to pair user data with (e.g. Contact Manager).
Select the field to the right to pair with user database.
Click on “SAVE” button to save changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Contact Manager Data Fields
Pairing Data allow moving of records around the system. For instance, if you wish for data collected on a feedback form copied into Contact Record. Pairing makes this task possible by matching fields from both databases to ensure proper placement of data.
Here is where Feedback data fields can be paired with the following;
Express Sign-Up
Content Manager
Campaigns
Pairing Fields:
Select Feedback Form
Pair Field To: Select which database field to pair user data with (e.g. Contact Manager). a. The left column are the feedback form field and b. the right column are the selected database fields.
Select the field to the right to pair with Feedback database.
Click on “SAVE” button to save changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Campaign Data Fields
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Feedback Data Fields
Pairing Data allow moving of records around the system. For instance, if you wish for data collected on a feedback form copied into Contact Record pairing makes this task possible by matching fields from both area to ensure proper placement of data.
Here is where Feedback data fields can be paired with the following;
Express Sign-Up
Content Manager
Campaigns
Pairing Fields:
Select Feedback Form
Note: If you opt to pair Express Sign-Up there are two options with destinct functions. They are the following: a. Express Sign-Up: This option will automatically create a user account upon feedback form submission. Auto creating a user account using this method will bypass any payment processing. Submitted data will be captured in the feedback form. This option is only available when auto generate userid is activated. b. Express Sign-Up [AutoFill]: This option web visitor will be forwarded to the account sign-up page upon feedback form submission. Paired data collected on feedback form will auto populate on sign-up form. No user account will be created or activated until sign-up form is submitted. Submitted data will be captured in the feedback form.
Pair Field To: Select which database field to pair user data with (e.g. Contact Manager). a. The left column are the feedback form fields. b. The right column are the selected database fields.
Select the field to the right to pair with Feedback database.
Click on “SAVE” button to save changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Advanced Data Exchange (ADE)
Post Wizard
The Advance Datae Exchange feature is a tool that enables integration between Plexum and an external application, which can be setup to post data to script or directly add data to an external database.
To add a new post; select a data type (User Data, Feedback Form Data or Campaign Data).
Add a New/Update Integration Item
Enable: a. Select “Yes” to enable the integration setup. b. Select “No” to disable.
Item Name: a. Enter a name for the integration (e.g. Users Account).
Method: a. Select from (POST, GET or Database). Note; only system configured to use mysqli extension can use the database method.
Display Database Error: a. Select “Yes” to display any database error to the browser if any while connecting or inserting data into the database. (Database method only).
Database Access Information Note: Required for Database method.
Hostname: a. Enter the hostname of the external database.
Name: a. Enter the database name.
Table Name: a. Enter the database table name to add/update/delete data.
Username: a. Enter database username.
Password: a. Enter database password.
Class Preferences Note: Only User Data setup support this option.
Enable: a. Select “Yes” if you want restrict to class data to be posted. b. Select “No” to disable.
Class(es): a. Check mark class or classes to be included on the post.
Postback Preferences
Postback Data: a. Select “Yes” for Plexum to accept and store postback/result on completion. b. Select “No”, Plexum with disregard postback.
Postback Data to: a. Select from the dropdown list where to store the return postback data.
Action & Post URLs Preferences
New Account/Record: a. Select “Yes” to post account data when a new account is added and type the POST URL for the external script (e.g. http://www.domain.com/script/accept_new.php).
Account/Record Update: a. Select “Yes” to post account data changes when account information is modified on Plexum, including account status and type the POST URL for the external script (e.g. http://www.domain.com/script/accept_update.php).
Account/Record Deleted: a. Select “Yes” to post account data when account is deleted and type the POST URL for the external script (e.g. http://www.domain.com/script/accept_delete.php).
Post Identifier Preferences This option is for (Account Update and Account Deleted) actions.
Identifier Field: a. Select a post field identifier from the dropdown, this are Plexum database fields (e.g. userid, email, etc…).
Identifier Variable Field: a. Enter variable name your external script or database accept (e.g. id), this is where the value of the identifier field is placed.
User Data Fields List of user data fields to pair with external variable fields.
Feedback Form Data Fields List of feedback form data fields to pair with external variable fields.
Campaign Data Fields List of campaign data fields to pair with external variable fields.
External Variable Fields List of input box to enter variable name that will be used to pass data to your external script or database (e.g. user_id, first_name, email, etc…).
Click on “SAVE” button to save changes.
Campaign Data Setup Option
Add a New/Update (ADE) Item
Enable: a. Select “Yes” to enable the integration setup.
Item Name: a. Enter a name for the integration (e.g. Good Prospects).
Access Key: a. Enter an access key to protect your Plexum database from unauthorized data post.
Integration Type: a. Select one integration type from the dropdown list (New). New: To add new prospect.
Add Prospect to: Select from the dropdown (Active or Queue) database. a. If “Active” is selected, new prospects posted to Plexum campaign database will be added to the user active campaign database and b. if “Queue” is selected, the prospect will be added to the queue database and they can be moved to the active campaign database when it’s desired.
Postback URL
After the setting has been saved, URL to post data to will be presented here, please use the link and string to post data to Plexum. Campaign Data Fields
List of available data fields that data can be posted to. External Variable Fields
List of input box to enter variable name that will be used to pass data from your external script to Plexum database (e.g. user_id, first_name, email, etc…).
Click on “SAVE” button to save changes.
NOTE: MAKE SURE YOU CLICK SAVE AFTER UPDATES OR CHANGES ARE MADE TO EFFECT CHANGES.
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Receive Wizard
Here where integration between Plexum and other application can be setup receive posted data from external script or application. To add a new Item; select a data type (User Data, Shopping Cart Data or Campaign Data).
User Data Setup Option
Add a New/Update (ADE) Item
Enable: a. Select “Yes” to enable the integration setup. b. Select “No” to disable.
Item Name: a. Enter a name for the integration (e.g. Users Account).
Access Key: a. Enter an access key to protect your Plexum database from unauthorized data post.
Integration Type: a. Select one integration type from the dropdown list (New, Update, Suspend, Cancel, or Delete). New: To add new accounts, Update: To updating accounts, Suspend: To suspending accounts, Cancel: To cancelling accounts, Delete: To delete accounts.
Post Identifier Preferences
Identifier Field: a. Select a post field identifier from the dropdown, this are Plexum database fields (e.g. userid, email, etc…).
Postback URL After the setting has been saved, URL to post data to will be presented here, please use the link and string to post data to Plexum.
User Data Fields
List of available data fields that data can be posted to. External Variable Fields
List of input box to enter variable name that will be used to pass data from your external script to Plexum database (e.g. user_id, first_name, email, etc…).
Click on “SAVE” button to save changes.
Campaign Data Setup Option
Add a New/Update (ADE) Item
Enable: a. Select “Yes” to enable the integration setup.
Item Name: a. Enter a name for the integration (e.g. Good Prospects).
Access Key: a. Enter an access key to protect your Plexum database from unauthorized data post.
Integration Type: a. Select one integration type from the dropdown list (New). New: To add new prospect.
Add Prospect to: Select from the dropdown (Active or Queue) database. a. If “Active” is selected, new prospects posted to Plexum campaign database will be added to the user active campaign database and b. if “Queue” is selected, the prospect will be added to the queue database and they can be moved to the active campaign database when it’s desired.
Postback URL
After the setting has been saved, URL to post data to will be presented here, please use the link and string to post data to Plexum. Campaign Data Fields
List of available data fields that data can be posted to. External Variable Fields
List of input box to enter variable name that will be used to pass data from your external script to Plexum database (e.g. user_id, first_name, email, etc…).
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