The offers page is designed to highlight clients and business and create another avenue to allow customers to join their respective Mobile Programs. Highlighting these business on the reseller site not only works to the benefit of existing clients but also to prospective clients by seeing all the different businesses and industries the software is capable of working with.  

Step 1. 

Click on Client Admin and then click on the Reseller Settings underneath. 

Step 2. 

From there, scroll down the to the Public Website and click on Edit. 

Step 3. 

The first thing is to check the box marked Active on the Offers Page. By doing this the page will appear on the website. This give the ability to see how things look on the page as it is built out. 

Step 4. 

The next thing to add is the Top Text. This will appear at the top of the Offers Page. 

Step 5. 

By default the top section of the offers page is the Spotlight section, in which the aim is to bring special attention to a select few clients. It's particularly good if there are testimonial videos for that client or something that makes the client stand out. The label for the Client Spotlight section can be modified.  

Step 6. 

To add clients to this section the featured spotlight must be set to active. Then click the button to Add a company. 

Step 7. 

From the All companies section, highlight the company or companies that are to be moved to the spotlight companies section using the arrow options. These can be moved back and forth. This gives a great deal of flexibility to highlight different businesses throughout the year.

Step 8. 

Once the selections are made, hit the save button and close the popup to return to the offer page. 

Step 9. 

The video URL is the place to enter any testimonial or promotional videos you would like to display on the offers page. Make sure your video URL includes the full "HTTPS://".

Step 10. 

The last piece for the spotlight section is to add social media links for the companies that are highlighted. To do so, click the drop down and select a social media platform to use and click the Add social Media button. 

When clicked, another popup appears with the option to change the corresponding social media link to match the business being linked to. Click Update and the social media will then appear in a list. 

Step 11. 

Once the spotlight section is complete, move on to displaying additional businesses in the remainder of the offers page. To do so go to the Companies section where there are two options to choose from: 

Import Companies: Shows a list of clients and select from them

Add New: Creates a new company with a new offer, this is particularly useful to setup a program for the master account. 

Step 12. 

To import a company click on the button and a list of client accounts will be brought up. Highlight the company name and then check the box to make active and import. When done making the selections, click the update button to be brought back to the list of companies. 

Note: IF Import ALL is selected, this will select all the companies in the list to import. 

Step 13. 

The main page will show the companies selected. 

Step 14.

Before going into the company and building out the offer information, first to go to the Category section and create any categories for the different businesses that are going to display on the offers page. To do this click the Add New button. 

Step 15. 

A popup will appear to create a category. Remember to make it active to be able to use it in the future. Click Add New to save the category and repeat this process for however many categories are  created. Additional categories can always be created later as needed.

Step 16.

Now that the categories are set, return to the Companies List and click the edit button on one. 

To edit the information about the company click the pencil icon to view. 

By default, the company information will populate with the account information as well as the location information if provided. All of the information can be edited or simply moved onto other components of the company information. 

Step 17. 

To better brand the company we recommend to add the company's logo. 

If there are additional images to display these can added in the upload image section. 

Optionally, to add the company to a category, this can be done by selecting the category options created from the drop down. 

Step 18. 

Once the Company Information section is complete, it is now time to move to the location section of the company. It's important to make sure at least one location has been added into this page BEFORE creating the offer section. To add a location or an additional location, click the Add New button. 

Step 19. 

A popup will appear where additional information about the for the company should be added. This can be repeated for any additional locations as necessary. Once the information has been provided click the Add New button to save that location. 

Step 20. 

Once the locations have created, now there is the option to create the offer piece for the company. To do, this click on the Add New button next to the offer section. 

Step 21. 

A popup will appear where the offer can be created or simple link the mobile program for the company. 

Step 22. 

First create the offer title and text, both will appear when someone clicks on the company's image to learn more about the business. 

Step 23. 

Next create the start and end date for the offer. If this is an ongoing offer, check the box that says ongoing. 

Step 24. 

Make the offer Active, by checking the box the offer will now be active for new contacts. 

Step 25. 

Determine if customers are going to join by:

Keyword: which will populate a basic webform with just the phone number to be entered

Webform: which must be created, designed and can collect additional data 

Note: In both instances, only keywords or webforms that are created in the account are available to be selected. 

Step 26. 

Once the display type is selected,  click on the Add button at the bottom of the popup page. 

Step 27. 

Once the offer is complete, the offer piece for that company is ready to be used. Click on the offers button located in the top right hand corner to return to the main offers page. 

Step 28. 

Repeat steps 16 though 27 for all additional companies that are to be setup on the offers page. Once this is completed for all the companies the offers page is now complete!