• For new advertisers team members should fill out the jotform located on the Dashboard: https://form.jotform.com/Big_Deals_Media/profile-builder-form
• Before creating a new advertiser make sure you have the following information:
  • Name
  • Phone Number
  • Email/Website/Facebook (Should have at least one)
  • Address
  • Business Logo
  • Description of Business – Be cautious with copy & pasting as it can copy over HTML and cause unintended effects. Click to Submit your entry. The description you enter here will automatically copy to any items you create for this advertiser. Note that this does not apply retroactively. For example, if you edit this description after creating an item for the advertiser, it will not update the item description.

• Lastly, click the red “Create New Advertiser” button

• Adding a new advertiser is located under Inventory>Advertisers

• Add a new Advertiser (i.e. Burger Shack)
• Add a new Item (i.e. $25 Certificate for Burger Shack)
  • This is located in the Inventory Dropdown as “Add Item”
• Add Inventory levels (i.e. $200 cash and $600 trade)
•  

• Go to the item page and select edit (Add Inventory)
• Add the additional inventory to Inventory Level

• Item: Select the correct Item in the drop down menu

  Retail Value: The item denomination will automatically fill the Retail Value field with the retail value of that item.

  Trade: Enter the trade amount for the contract.

  Cash: Enter the cash received for the contract.

  Quantity: This will populate based on the Trade amount. It calculates the number of items that will be traded for the entered Trade amount. Example: An item of $10 Retail Value and $500 of Trade will input 50 into the quantity for this item.

  Term: If there is cash entered, select a term. This determines over how many months the cash entry is billed.

  If there is cash entered, select a Contract Start Date. This specifies which month the cash portion will begin to be billed upon.

  Click Submit
• Note: This will immediately add it to the website, if the inventory does not reset till the first of the month you will need to wait and add the inventory so that it does not oversell the product. Edit the Limit Reset Date as needed.

• For new inventory team members should fill out the jotform located on the Dashboard: https://form.jotform.com/Big_Deals_Media/profile-builder-form
• Before creating a new item make sure you have the following information:
  • Name of item
  • Advertiser profile should be created already
  • Category
  • Retail Value and Sale Price (Typically 70% of Retail Value)
  • Number of items to sell per month
  • Account Rep
  • Whether it is Print Certificates, Mobile Certificates, or both
  • Description and images of item
  • Total number of item and total monetary amount of trade
• Select Inventory and Add Item

  • Name: This will appear to customers on your store. Example: $20 Gift Certificate

    Contract Label: Optional way to label each item based on contract type. Only visible to you and on reports.

    Advertiser: Select the Advertiser for this item.

    Category: Select one or more categories to include this item in.

    Featured: All items selected as Featured Items will rotate through on your store front page.

  • Retail Value: This is the amount the item is being traded for. If it’s a “$20 Gift Certificate”, the retail value is $20.00

    Sale Price: This is at your discretion and is the discounted price that customers will see.

    Certificates in Pack: You can sell smaller denomination items in Packs to discourage low cart totals. Example: For an item with a Retail Value of $20, and a certificates in Pack value of “4”, customer would receive 4x $5 value gift certificates.

    Require Immediate Payment: If YES, the item cannot be purchased with a payment method that results in a Pending status.

  • Discount Quantity & Discount Price: Offer the item at a lower price if a customer buys a certain quantity.
     Example: For an item that has a Sale price of $8: Discount Quantity of 2, Discount Price of $5 means that if a customer purchase 2 or more of this items, they will now receive each one at a price of $5 rather than the original sale price of $8.

    Eligible for Discounts: If NO, any discounts going on in the store will not apply to this item. Use sparingly.

  • Alert Level: If you enter “10” here, once the inventory for this item hits 10 or below, the associated Account Rep will receive an email alert.

    Purchase Limit: You can enter a limit quantity to be available for purchase Daily, Weekly, or Monthly.

  • Account Rep: Check the box of the associated Account Rep for the item. If there are more than one rep, you can check multiple boxes and split the commission percentages appropriately. If there is only one rep, the commission percentage should always be 100%.

    Print Certificate: YES means it will need to be printed each time it is ordered. Change to NO if it is a physical gift card or other advertiser-supplied material.

    Offer as Mobile Certificate: Will this item be offered as an Instantly Redeemable certificate? Yes or No. Be sure your advertiser has agreed to this if you change to YES.

    Taxable: Typically NO, unless there is a special case or an item that requires taxation.

    Visible:

    • Change to NO if you do not want the item to be visible, period.
    • Leave as YES if you want it to be visible.
    • Add dates in the Visible Dates fields if you want it to be visible only during a specific day/date range.

    Calculate Account Rep Commission & Calculate Advertiser Credit: Typically these will remain as YES, so that the revenue amounts appear correctly on your reports. From there you can choose to either use those amounts or ignore them.

  • Limitations: These default to the store Default Limitations which can be found by going to Settings > Certificates. These will show on both the web store and on the printed certificates.

    Description: This auto-populates from the Advertiser description and can be edited to match the item specifically.

    Certificate Disclaimer: These default to the store Default Disclaimer which can be found by going to Settings > Certificates. These will NOT show on the web store but will show on the printed certificates.

    Video Service: You can add a video for the advertiser and/or item using YouTube, Vimeo, or Facebook. Enter the video’s URL in the video field.

• Input information from the jotform
• Make sure the following settings are selected:
  • Require Immediate Payout: Yes
  • Purchase Limit: Add in # per month and select Monthly in the dropdown
  • Make sure visibility is selected correctly or it won’t show on the website
• Once you submit, another page will pop up, input the amount of the trade, the monetary trade should be $0. This will add in your inventory so check the number before proceeding.
• On the item page, scroll down to images and add in your additional images then select a new default image.

• Select Items to be Auctioned
• On the Dashboard under Inventory>Auctions
• Add New Auction Item
• Select the Start and End Dates of the Auction
• Select the Starting Price
• Select the Reserve Price (Lowest it will be sold at)
• Select the Bid Increment
• Select the Time Extension (To avoid last minute bids, 300 seconds is typical)
• On the Dashboard under Inventory, Find the item to be auctioned and edit item
• Add the item to the Auctions category.
• Create a graphic and upload under Settings>Display>Banner, Edit Details and select the date of the auction for the start date and the day after as the end date.
• Edit Details and add the hyperlink for the Auctions Category.
• On the general banners, edit details and change the visibility as well.
• On the Dashboard under Marketing>Email Marketing
• Add Email, Pending Status, Enter the text and select the item to be auctioned, submit.
• View Email and Delete the graphics, upload new graphic.
• Preview this Email to ensure accuracy.
• Create and schedule a social media post and send graphics to the Digital/Creative Team Leader with Auction details.

Categories make it easier for users to sort by what they are looking for. 

1.Add a name for your Category – this will be the name seen on your store front.

2.Visible: Un-check if you do not want the category to be visible on the store. Leave checked if you always want the category visible.

3.Optional Schedule: Add dates in the Optional Schedules fields if you want it to be visible only during a specific date/day range. Ex: Auction

4.Category Image: A thin banner can be added to show at the top of the category page.

Items can be placed in more than one category.

• Removing all empty categories, by editing the category.
• In the upper right corner it has a box for making category visible on Webstore. Click off to remove category.
• Update category in lower left.

• None: Leave if you want to manually add items to the category. (Most categories will NOT be a Smart Category of any kind.)
• All Items Categorized by Location: All items will appear and are arranged by city, state.
• Mobile Certificates: Any items marked to be instantly available will appear in the category.
• Items Added within the Last Month: Any items added to your store within a 1-month time frame.
• Items Not Eligible for Discounts: All active items that have been designated as non-discountable.
• Items Being Sold by Auction: If you have any auctions set up in your store, they will automatically be added to this category.

Revenue
-Certificate Revenue: Store revenue from sold certificates by month.
-Cash Revenue: Revenue from cash contracts with advertisers by month.

Orders
-Total Orders: Number of completed orders by month.
-Average Sale: Average amount of all orders in each month.
-Order Source: Orders placed by customers on the store or by admin through the software by month.
-Sales by Category: Sales broken down by category classification (for last 30 days)
-Certificates by Type: If you offer mobile certificates, the breakdown is shown here (for the last 30 days).

Activity
-Store Traffic: Visitor traffic to your web store. This can be displayed in time frames of Last 24 hours, Last 7 days, or Last 30 days.
-Emails Harvested: The number of new emails harvested by month.
-New Customers: The number of new customers obtained by month.
-Recent Searches: Lists the most recent items that visitors have searched for on the web store.
-Advertisers Added: The number of new advertisers added to the store by month.

Inventory
-Total Advertisers: Total number of advertisers in the store during each month.
-Total Items: Total number of items in the store during each month.

Customers
-Total Customers: Total number of customers in your store during each month.
-Total Emails Harvested: Total number of harvested email addresses in your store during each month.
-Email Audience:
  -Customers: For the total number of customers in your store, this chart displays how many are Opted-In and Opted-Out of email marketing.
  -Harvested Emails: For the total number of harvested email addresses in your store, this chart displays how many are Verified and Unverified. Verified means that they have confirmed they would like to receive emails from your store.

• Today’s Big Deal is a feature built into the software that allows you to highlight a specific item or items and can provide an optional additional discount for the day! This will display under your category list

  Recommendations for these daily deals:

  • Decide on a schedule
  • Provide your on-air staff with the schedule ahead of time so they know what to promote
  • Create an email blast to coincide with the daily deal to let customers know it’s happening.
  On the Dashboard under Marketing>Big Deals
• Hover over “Inventory”, click on “Big Deals
• Create New
• Create a New Big Deal
• Select the date, start time (12:00am) and end time (11:59pm). Deal of the Day runs on every day except Sundays.
• Select an item that has inventory. Make sure that all inventory is cycled through and that one item isn’t selected more than the others.
• Once an item is selected, if there is a sitewide sale running for that day, do not change the price. If there is no sitewide sale then in the Big Deal Price box, insert the sale price, typically 50% off retail.
• Scroll to the bottom of the page and hit submit.
• Confirm the details on the Deal of the Day page.
• Open Teams>Revenue>Big Deals>Files>Deal of the Day>Big Deals Sales Spreadsheet
• Insert the Date, Advertiser Name, Item Name, Retail Price, and Sale Price.
• Fill out the Ad Copy template for each item, making sure that the ad copy is in all caps.
• Send the ad copy to the Production Team Lead.

• To access discount set up, hover over “Settings” and then click on “Discounts”

• Click the red “Add Discount” button

  Click the “Switch to Manual” link at the bottom to view all options at once”

• Name: This only appears to you in the admin. This is what you can use to look up how the discount did in the “Order Discounts” report.

  Discount Type: A “Cart Total” type means that the customer needs to reach a certain dollar amount to achieve the discount. A “Voucher” type requires that the customer enters a code to earn the discount.

  Criteria: In the case of a “Cart Total” discount, this field would be the dollar amount threshold. In the case of a “Voucher” discount, the criteria will be the required code.

  Amount Type: A “Fixed Discount” is a set dollar amount to be taken off the order total. A “Percent Discount” is a percentage discount. A “Premium” is when you are running a premium and need to be able to identify customers who should receive it (i.e. “Spend $100 and get tickets to XYZ”).

  Discount Amount: This is simply the percentage amount you are offering.

• Discount Method: This will almost always be a discount off the Sale Price. You also have the ability to discount on the Retail Price of your items.

  Discount Limit: This field allows you to discount a single category or item. An example would be a Food Fight Friday sale where you only discount your Restaurants category. If this is a general sale, leave this option empty.

  Number of Uses: Check “Unlimited” to ensure the discount can be used the entire day that it is active. You can also enter a number here for a sale such as “Extra 15% off the first 20 orders of the day” where you want to limit how many times the discount can be used.

  Valid Dates: You can limit your discount by date and time. It defaults to a full day, but you can adjust times as well.

  Cart Message: Whatever you enter here is what your customer will see when they enter the code and successfully earn the discount. (i.e., “Thanks for shopping our sale!”)

• This is under settings on the right upper menu.
• At the bottom of the banner section you can choose to upload another banner image.
• There is no way to change the order of these banners without starting over. 
• Upload the art given to you by Tonya or Jill.
• The hyperlink may be to a specific item page or to a particular category.
• If you have no start date, it will start immediately.
• It is important to put an end date so when the sale is over, it falls off.
• Nothing else on this page should be changed.

• Show Mobile App: This determines if the Mobile App link (to get the mobile app) will appear

  Show Buyer Points: This determines whether or not your customers can view the Buyer Points that they have accumulated. Note: There is not a built-in point redemption process for these points.

  Today’s Big Deal Name: This determines the name of your Today’s Big Deal feature.

  Today’s Big Deal Image: Select the image that will display for your Today’s Big Deal.

  Email Harvester: When this is on (recommended), visitors to the store will see a pop-up box which requests their email address.

  Harvester Message: The message that displays within the Harvester Box. Default language is as follows, “We haven’t seen you here before. Nice to meet you! Enter your email address to enroll for special offers.”

  Featured Items: You are able to change the name of your Featured Items header, which displays on your store front page.

  Checkout Confirmation: This is an optional message that displays when a customer goes to complete their order.

  Refund Policy: This is an optional message that displays in a customer’s cart prior to checkout.

  Hide Sold Out Items: This allows you to automatically hide items that are sold out from store visibility until more inventory is added. Note: This applies to items that are truly sold out of all inventory, not items that have reached their temporary limit.

• At the beginning of each month, access the dashboard and locate the sales for that month. This will be located under Community Discussions at the top of the page. Send the sales to Steve, Brenda, Jill, Tonya, Hillery, and John. They will choose the sales for the month and determine if the sale will be sitewide or only certain categories and what the dates will be.
• If the sale is sitewide but there are certain items to be excluded, edit those items to make them not visible for the sale.
• On the Dashboard under Settings>Discounts, Add Discount.
• Switch to Manual, if the sale requires a discount code then select Voucher and enter the code under Criteria.
• Select Percent Discount and enter the amount.
• Select whether the sale is off the sale price or the retail price.
• If the sale is limited to a specific category then select Category under Discount Limit.
• Select Unlimited beside Number of Uses unless it is a one time use code, then enter 1.
• Enter the Dates of the sale (This can be changed later as well if a sale needs to be extended).
• Enter the cart message, typically “Thank you for shopping MoArk Big Deals”.
• Tonya and Jill will create graphics. Upload that under Settings>Display>Banner, Edit Details and select the start date of the sale for the start date and the day after as the end date.
• If a sale is only for one category, select Edit Details and add the hyperlink for the Category.
• On the general banners, edit details and change the visibility as well.
• On the Dashboard under Marketing>Email Marketing
• Add Email, Pending Status, Enter the text and select items on sale, submit.
• View Email and Delete the graphics, upload new graphic.
• Preview this Email to ensure accuracy.
• Repeat for each day of the sale, or whatever frequency is decided.
• Create and schedule a social media post and send sale information to the team.
• Categories can be dated on when to start and fall off.