Quick Start Guide

 

 

 

Quick Start Guide - Introduction

 

This guide is designed to help you get the Plexum Internet Marketing Suite working for your business in the least amount of time as possible. The guide includes only the basics from installing the software to creating a replicated website to signing up your first distributor (affiliate ).

 

Once the software have been configured and tested; you may then continue to fine tune your marketing masterpiece beyond what this guide covers.

 

It is important to complete all 7 steps before doing any testing in the live production mode. The Following Steps and Learn How To Items are listed in order of importance. It's very important to configure these areas in the order they are listed below.

 

Step 1: Login To Your Administration Back Office

 

In order to configure the Plexum system you must log into the Admin Back Office. The following URL is the location to the back office:

 

http://www.yourdomain.com/plexumcp.php

 

Step 2: Configure Your Global Preferences & System Configuration

To learn how to configure the System Configuration click here.

Step 3: Configure Your Genealogy and It's Preferences

 

The standard installation of Plexum includes the Uni-level genealogy structure. Here you are able to configure basic single or multi-tiered commission levels.

To learn how to configure the Uni-level Genealogy structure click here.

Advance Genealogy Options:

If you have Installed the Force Matrix Module:

To learn how to configure the Forced Matrix Genealogy structure click here.

 

If you have installed the Dual Genealogy Module:

To learn how to configure the system to use both Uni-Level and Forced Matrix structures click here.

Step 4: Configure the Financial & Plan Module

 

If you do not have the Financial & Plan Module install skip this step and go directly to step XX. If you have this module installed, let's continue:

 

The Financial & Plan Module is a mission critical module for those businesses that want to charge sign-up fee by plans, separate earned commission amount by plans, determine pay level depth by plans... etc. Control every aspect of Fees, Compensations, and Features according to the Plan assigned to Users. There is several areas in the Financial & Plan Module that requires configuration to get the system performing smoothly;

To learn how to configure the F/P Preferences click here.

To learn how to add and configure Payment Gateways click here.

To learn how to configure Payout Preferences click here.

Add and Manage Plans; There's a lot to cover in this area. After settings all of the preferred features and options in this area; you would have molded this marketing clay into a revenue generating masterpiece. Let's get started;

To learn how to add a new Plan click here.

To learn how to configure Plan Preferences click here.

To learn how to set One-Time Setup/Recurring Fees click here.

To learn how to configure Plan Features click here.

To learn how to configure Plan Requirements click here.

To learn how to set Membership Commission (Single or Multi-tiered) click here.

To learn how to set Sales Commission (Single or Multi-tiered) click here.

To learn how to set User's Incentives and Rewards click here.

To learn how to set Fast Start Bonus (Single or Multi-tiered) click here.

To learn how to set Matching Bonus click here.

Create and configure all your User Plans before setting the Upgrade/Downgrade Option:

To learn how to set Upgrade/Downgrade Option click here.

If you have the Forced Matrix or Dual Genealogy Module:

To learn how to set Recycled Matrix Commission (Single or Multi-tiered) click here.

Step 5: Creating a Website To Be Replicated For Your Users

 

The Website Wizard is a phenomenal tool you could use to create a robust replicated website for your Users. In the Website Wizard you'll find an existing default website ready for you to put your own wizardry to craft the perfect Webiste for your business. Let's do this;

To learn how to configure Website Wizard Preferences click here.

To learn how to configure the Website Manager settings click here.

Designing Website Template Pages

 

Users will appreciate the reliability and performance of their personal replicated website. There are many parts to preparing and designing a website; so some HTML knowledge is required.

To get familiar with the Website Template Editor click here.

To learn how to edit a Template page click here.

To learn how to add a Template page click here.

Advance Website Wizard Options:

 

Although not required at this time; I highly recommend you review the advance tools and you'll find these tools are sure to minimize maintenance and add great functionality to your website.

Step 6: Add and Manage Users

 

Go to User Manager (Left Main Menu) / Manage Users (Top Menu)

 

The User, System Preview (User ID: Default), is already inserted into the User Manager at time of install. This User (User ID: Default) is only used for the purpose of previewing Website template pages. The System Preview User is not to be used for testing in a Live Production environment.

 

It is recommended that you manually create a User. This User maybe used for system testing in a Live Production environment. After the system have been successfully tested, this User can be used as the default sponsor : in essence this use becomes the company's first distributor.

To learn how to add a new User click here.

Advance User Manager Options:

 

If you require to ask your Users for additional information at sign-up; you can accomplish this using the FlexField Manager. Each configured FlexField can be toggled to show on the sign-up form . Entered information can be displayed on various HTML pages and from any triggered E-mails by calling a unique assigned tag.

 

KEEP IN THIS MIND: Every time you change, add, delete, or toggle on or off a FlexField associated with the sign-up form ; the sign-up form need to be modified to reflect any modifications.

To learn how to add User FlexFields click here.

Optional: By default the system will prompt the User to enter a User ID at sign-up. You may opt to have the system generate the User ID instead. The User ID/Site ID Manager allow you to set which option you prefer.

To learn how to use and configure the UserID/SiteID Manager click here.

Importing and Exporting User Records

To learn how to setup Import / Export options click here.

To learn how to use the import tool click here.

Step 7: Testing your Internet Marketing Masterpiece

 

Whew! You're just about done - now for the moment you've been waiting for; it's time to test, test, test! In order to test the system in a live production environment you need to use the company default User which you just added.

 

Go to User Manager. (Left Main Menu)

Go to Manager Users. (Top Menu)

Click on the Find... button.

Click on the name of the User. (Company Default)

Click on the Launch User's Website link.

 

The User website will launch in a new browser window. You're now in a live production environment - here you will be able to navigate throughout the replicated website and test the sign-up process from a web visitor perspective.

 

If everything works to your satisfaction you've just completed the standard setup.

 

Congratulations!