Difference between revisions of "MarketSpace"

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*Commercial real estate available for lease or purchase
 
*Commercial real estate available for lease or purchase
 
*Rentals or Housing units
 
*Rentals or Housing units
*Area specific deals: College Student Coupons, Military Member Discounts, etc…
+
*Area specific deals: College Student Coupons, Military Member Discounts, etc.
+
 
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' Marketspace is available with Plus edition or greater. You must also be using the public modules integration.
 +
|}
 +
 
 
==='''<span style="color:#800080">Key Features'''</span>===
 
==='''<span style="color:#800080">Key Features'''</span>===
 
----
 
----
Line 34: Line 41:
 
   
 
   
 
*'''Hit stats'''. Views are tracked in your database to track value and interest.
 
*'''Hit stats'''. Views are tracked in your database to track value and interest.
 
 
===Requirements===
 
 
*Plus edition or greater
 
 
*MarketSpace module integrated using [[Search_Engine_Optimized_Website_Integration| SEO module integration on your website]]
 
 
::'''Note: '''MarketSpace is a separate module that can be added to your website and maintained within your database. Your webmaster may use the instructions on our knowledge base site to implement this module. http://kb.chambermaster.com/marketspace/ Note: SEO module integration required.
 
 
*Turn on the Member Information Center ‘MarketSpace’ menu choice (when ready for members to start submitting items)
 
 
::1. Click '''Setup''' in the left-hand menu.
 
 
::2. Click '''Member Login Area Options and Settings'''.
 
 
::3. Open the '''Menu Items and Permissions''' area.
 
 
::4. Under the '''Advertising''' section, select '''Enabled''' in the drop-down next to MarketSpace.
 
 
 
::[[File:MarketSpace-Enabling MarketSpace-image1.png]] 
 
 
::<html><small><b>Figure: Select "Enabled" to turn on MarketSpace in the Member Information Center</b></small></html>
 
 
 
::5. Click '''Save'''.
 
 
  
 
=='''<span style="color:#800080">MarketSpace Initial Setup'''</span>==
 
=='''<span style="color:#800080">MarketSpace Initial Setup'''</span>==
 
----
 
----
=='''<span style="color:#800080">Setup Fees/Charges for MarketSpace'''</span>==
+
==='''<span style="color:#800080">Setup Fees/Charges for MarketSpace'''</span>===
 
----
 
----
 
MarketSpace can be used for non-dues revenue generation. To set up the fees you wish to charge:
 
MarketSpace can be used for non-dues revenue generation. To set up the fees you wish to charge:
  
 
#Click '''Setup''' in the left-hand menu.
 
#Click '''Setup''' in the left-hand menu.
#Click '''MarketSpace Settings''' in the ''Association Options''' section.
+
#Click '''MarketSpace Settings''' in the '''Association Options''' section.
 
#:[[File:MSpace Settings.JPG|800px|center]]
 
#:[[File:MSpace Settings.JPG|800px|center]]
 
#From the '''Fee Item''' List, select the fee item to be used for MarketSpace purchases. If you wish to provide different pricing for Basic and Enhanced packages, click the '''More Pricing''' button.  
 
#From the '''Fee Item''' List, select the fee item to be used for MarketSpace purchases. If you wish to provide different pricing for Basic and Enhanced packages, click the '''More Pricing''' button.  
Line 78: Line 57:
 
#*'''Automatically create a paid invoice for credit card payments''':  When selecting the Credit Card as the payment method on the MarketSpace Checkout screen, the selected fee will be reflected in an invoice assigned to the member. This option affect all credit card transactions not just MarketSpace Items. '''OR'''
 
#*'''Automatically create a paid invoice for credit card payments''':  When selecting the Credit Card as the payment method on the MarketSpace Checkout screen, the selected fee will be reflected in an invoice assigned to the member. This option affect all credit card transactions not just MarketSpace Items. '''OR'''
 
#*'''Automatically create a receipt for credit card payments''': When selecting the Credit Card as the payment method on the MarketSpace Checkout screen, the selected fee will be reflected in an receipt assigned to the member. This option affect all credit card transactions not just MarketSpace Items.
 
#*'''Automatically create a receipt for credit card payments''': When selecting the Credit Card as the payment method on the MarketSpace Checkout screen, the selected fee will be reflected in an receipt assigned to the member. This option affect all credit card transactions not just MarketSpace Items.
#Click '''Save'''
+
#Click '''Save'''.
  
==Customize the MarketSpace Name==
+
==='''<span style="color:#800080">Auto-approve MarketSpace Submissions'''</span>===
 +
----
 +
 
 +
If you wish to automatically approved MarketSpace submissions, this can be configured under Setup > MarketSpace Settings.
  
Specific settings are available that allows customization of the MarketSpace name to a title of your choosing.
 
 
#Click '''Setup''' in the left-hand menu.
 
#Click '''Setup''' in the left-hand menu.
#Click '''MarketSpace Settings'''.
+
#Click '''MarketSpace Settings''' in the '''Association Options''' section.
#::'''Note: '''If the MarketSpace name has already been changed, then the selection here may not be MarketSpace. Look at the title used in the left-hand menu to determine the title of this menu selection.
+
#:[[File:MSpace Settings.JPG|800px|center]]
#Modify the Marketspace captions.
+
#Tick the check-box for '''Automatically approve MarketSpace Items'''.
#::
 
#::[[File:MarketSpace-Customize_MarketSpace_Name-image2.png]]
 
#::<html><small><b>Figure: MarketSpace name</b></small></html>
 
#::
 
#::'''Note: '''MarketSpace caption displays in the left-hand menu, title of the ChamberMaster menus, at the top of the website listing, and on the MarketSpace coupon. MarketSpace Item (singular and plural) display within the MarketSpace module inside ChamberMaster to identify the list of items.
 
 
#Click '''Save'''.
 
#Click '''Save'''.
  
==MarketSpace Settings & Categories==
+
==='''<span style="color:#800080">Customize the MarketSpace Name'''</span>===
:Certain selections within the MarketSpace module are controlled through the MarketSpace Settings menu.
+
----
===Change MarketSpace Settings===
 
::{|
 
|-
 
|
 
1. Click '''Setup''' in the left-hand menu.
 
  
2. Click '''MarketSpace Settings'''.
+
Specific settings are available that allows customization of the MarketSpace name to a title of your choosing. MarketSpace caption displays in the left-hand menu, title of the ChamberMaster menus, at the top of the website listing, and on the MarketSpace coupon. MarketSpace Item (singular and plural) display within the MarketSpace module inside ChamberMaster to identify the list of items.
  
:{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:10px"
+
#Click '''Setup''' in the left-hand menu.
|-
+
#Click '''MarketSpace Settings'''.
|'''Note: '''If the MarketSpace name has already been changed, then the selection here may not be MarketSpace. Look at the title used in the left-hand menu to determine the title of this menu selection.
+
#:'''Note: '''If the MarketSpace name has already been changed, then the selection here may not be MarketSpace. Look at the title used in the left-hand menu to determine the title of this menu selection.
|}
+
#Modify the Marketspace captions.
 +
#:[[File:MarketSpace-Customize_MarketSpace_Name-image2.png]]
 +
#Click '''Save'''.
  
3. Make desired changes and click '''Save'''.
+
==='''<span style="color:#800080">Define Market Space Categories'''</span>===
 +
----
  
:{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:10px"
+
MarketSpace categories allow you to organize your MarketSpace items, making it easy for visitors to your website to find what they are looking for. MarketSpace categories display in the search section of the MarketSpace public module.
|-
 
|'''Note: '''See “Modify MarketSpace Settings” in the Administrator Tasks section of online help for more information.
 
'''Note: '''Categories that MarketSpace items may be assigned to, come from those selected in the MarketSpace column under <html><b>Setup  &#10141; Define Business Categories</b></html>.
 
  
|}
+
#Click '''Setup''' in the left-hand menu.
 +
#Click '''Define Business Categories'''.
 +
[[File:Dir Cats.JPG|800px|center]]
 +
#Select the '''MarketSpace''' checkbox for the categories you wish to use. '''Note:''' If the MarketSpace name has been changed, then the checkbox title may not be MarketSpace. Look at the title used in the left-hand menu to determine the title of this column.
 +
#Click '''Save'''.
  
|}
+
==='''<span style="color:#800080">Enable Marketspace submission via the MIC'''</span>===
 +
----
  
 +
To allow your members to submit MarketSpace items via the MIC, enable this functionality under Setup > Member Login Area Options & Settings. See '''[[Administrator_Tasks#Member_Login_Area_Options_.26_Settings|Member Login Area Options & Settings]]''' for instructions.
  
===Define MarketSpace Categories===
+
=='''<span style="color:#800080">Add MarketSpace Items'''</span>==
:{|
+
----
|-
 
  
|
+
==='''<span style="color:#800080">Steps for Staff to Add a MarketSpace Item'''</span>===
1. Click '''Setup''' in the left-hand menu.
+
----
  
2. Click '''Define Business Categories'''.
+
#Click '''MarketSpace''' in the left-hand menu. '''NOTE''': If you have renamed MarketSpace, your custom terminology will display in the navigation panel.
 +
#:[[File:Add Mspace Item Staff.JPG|600px|center]]
 +
#Click '''Add New MarketSpace Item'''.
 +
#:[[File:Mspace Info.JPG|600px|center]]
 +
#Configure the following information:
 +
#*Click '''Select a Member''' to choose the member to be associated to this item. This option may be left blank if you are entering a MarketSpace item for a contact that is not in your database.
 +
#*'''Title''': This is the title of the item that will be displayed in the search results for MarketSpace.
 +
#*'''Image''': Click the '''Add''' button to upload an image to be displayed in the search results, as well as on the item page. For best results, upload an image that is 400 x 400. A larger image may be uploaded but will maintain the 1 x 1 aspect ratio. This provides a uniform look for the MarketSpace items on the public directory search results and fits in the space provided in all directory locations.
 +
#*'''Description''': Provide a description of the item.  Click the '''edit''' link to use the Rich Text Editor functions.
 +
#*'''Status''': Select the desired status. If '''Approved''', once the MarketSpace Item is saved, it will display on your web-site. If '''Unapproved''', the item will not be displayed on your web-site.
 +
#*'''Priority''': This determines the order in which items will be displayed on your web-site. Click the '''Priority''' link to edit priorities and associated levels. The default priority is configured under Setup > MarketSpace Settings.
 +
#*'''Publish Start Date/Publish End Date''': Enter the first date and the last date you wish to publish this MarketSpace Item.
 +
#*'''Offer Start Date/Offer End Date''': Enter the first date and the last date the offer within this MarketSpace Item is valid.
 +
#*'''Valid Dates Description''': Enter additional details about the offer valid dates.
 +
#*'''Short Description''': The short description displays in the search results summary.
 +
#*'''Value''': Enter the value of the MarketSpace Item.
 +
#*'''Detail URL''': Enter the website address (URL) that customers can click to view more details about your offer.  This link will be an option to click after the visitor has first clicked into the name of the Marketspace item (which displays the Details page with the full description, offer date, etc.).
 +
#*'''Offer URL''': Enter the website address (URL) that customers can click to view more details about your offer to go directly to your own website and bypass the Details page with the description, logo and offer dates of the item. The Offer URL link will open immediately when the visitor clicks into the name of the Marketspace item.
 +
#*'''Categories''': Click the '''edit''' link to choose the MarketSpace category(ies) to which you wish to associate this offer.
 +
#Click '''Save'''.
  
3. Select the '''MarketSpace''' checkbox in the row of the desired category that should be displayed as a MarketSpace category.
+
==='''<span style="color:#800080">Steps for Members to Add a MarketSpace Item'''</span>===
 +
----
  
:{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:10px"
+
Your members may add MarketSpace Items via the MIC.  
|-
 
|'''Note:''' If the MarketSpace name has been changed, then the checkbox title may not be MarketSpace. Look at the title used in the left-hand menu to determine the title of this column.
 
|}
 
  
4. Click '''Save'''.
+
#After the member logs into the Member Information Center, click MarketSpace in the left-hand menu.
 +
#Click Add a MarketSpace Item.
 +
#:[[File:ms3.png|frame|center]]
 +
#Enter desired information about the item.
 +
#Click '''Purchase''' or '''Save Changes'''.
  
:{|style="padding:5px; text-align:left; background-color: #d9edf7; padding:10px; width: 100%; margin-top:10px"
+
{| class="wikitable"
 
|-
 
|-
|'''Note: '''See “MarketSpace Categories” in the Administrator Tasks section of online help for more information.
+
|  
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE''': To allow your members to submit MarketSpace items via the MIC, enable this functionality under Setup > Member Login Area Options & Settings. See '''[[Administrator_Tasks#Member_Login_Area_Options_.26_Settings|Member Login Area Options & Settings]]''' for instructions.
 
|}
 
|}
  
|}
+
==='''<span style="color:#800080">Approve MarketSpace Items'''</span>===
 +
----
  
 +
When MarketSpace Items are submitted by your members, you may configure your system to automatically approve, or you can review the submission and approve or decline. To approve a MarketSpace Item submission:
  
==Add MarketSpace Item==
+
#Click '''MarketSpace''' in the '''Task List'''.
===Steps for Staff to Add a MarketSpace Item===
+
#:[[File:Approve Mspace.JPG|600px|center]]
::{|
+
#Click the name of the MarketSpace item you wish to approve.
|-
+
#:[[File:Mspace approve.JPG|600px|center]]
|
+
#Select '''Approved''' from the '''Status''' drop-down list.
1. Click '''MarketSpace''' in the left-hand menu.
+
#Click '''Save'''.
  
2. Click '''Add New MarketSpace Item'''.
+
=='''<span style="color:#800080">Marketspace Items List Report'''</span>==
 
+
----
 
 
[[File:ms1.png]]
 
 
 
<html><small><b>Figure 1: Add a MarketSpace Item by staff</b></small></html>
 
 
 
 
 
3. Complete the '''MarketSpace Item Information''' screen.
 
 
 
 
 
[[File:ms2.png]]
 
 
 
<html><small><b>Figure 2: Sample MarketSpace Item Information when entered by staff</b></small></html>
 
 
 
 
 
4. Click '''Save'''.
 
 
 
 
===Steps for Members to Add a MarketSpace Item===
 
1. After the member logs into the Member Information Center, click MarketSpace in the left-hand menu.
 
 
 
2. Click Add a MarketSpace Item.
 
 
 
 
 
[[File:ms3.png]]
 
 
 
<html><small><b>Figure 3: Sample MarketSpace Item Information when entered by member</b></small></html>
 
 
 
 
 
3. Click '''Purchase''' or '''Save Changes'''.
 
|}
 
  
 +
The '''Marketspace Items List''' report, allows you to view a list of the MarketSpace items that have been submitted over a selected date range.
  
==MarketSpace Report==
+
#Click '''Reports''' in the left-hand navigation panel.
 +
#Enter '''Marketspace''' in the '''Search by Keyword''' text box.
 +
#Click the [[File:Green arrow.JPG|25px]] next to  '''Marketspace Item List'''.
 +
#:[[File:Mspace Item List.JPG|600px|center]]
 +
#Select the desired filters:
 +
#*'''Item Type Filter''': Select '''Marketspace Items''' from the list.
 +
#*'''Show Description''': Select '''Yes''' if you wish to include the description of the item in the report.
 +
#*'''Date Range From/To''': Enter the date range for which you wish to view Marketspace items.
 +
#Click '''Refresh List'''.
 +
#:[[File:Mspace listing.JPG|600px|center]]

Latest revision as of 19:57, 23 May 2019

Overview


MarketSpace provides a way for your members to advertise real estate listings or classifieds on your web-site.

Popular uses may include:

  • Classified ads
  • Auction items
  • Commercial real estate available for lease or purchase
  • Rentals or Housing units
  • Area specific deals: College Student Coupons, Military Member Discounts, etc.

Smallest.png

NOTE: Marketspace is available with Plus edition or greater. You must also be using the public modules integration.

Key Features


If you already use Hot Deals, this is a similar concept but with several enhanced features.

  • Public Listings Search page. Listings are organized by categories that you create. Visitors can also search by keyword.
  • Members can submit their own requests through the Member Information Center. Listings can be setup to be approved by the association first, or set to automatically post.
  • Charge for listings (optional). Setup fee items and rates, either per day or per week. Members can purchase by credit card or request to be billed.
  • Email subscription service. Allow members or others to sign up to receive daily notices of new postings.
  • Customized posting dates. Set specific start and end dates for each posting.
  • Customized valid offer dates. Enter if item is valid for a limited time.
  • Posting details page. Posts can include a details page set up through ChamberMaster or you can link directly to a separate URL.
  • Priority placement/order levels. Set items as Silver, Gold, and Platinum to give priority to specific postings.
  • Hit stats. Views are tracked in your database to track value and interest.

MarketSpace Initial Setup


Setup Fees/Charges for MarketSpace


MarketSpace can be used for non-dues revenue generation. To set up the fees you wish to charge:

  1. Click Setup in the left-hand menu.
  2. Click MarketSpace Settings in the Association Options section.
    MSpace Settings.JPG
  3. From the Fee Item List, select the fee item to be used for MarketSpace purchases. If you wish to provide different pricing for Basic and Enhanced packages, click the More Pricing button.
  4. Enter the desired Item Price:.
  5. If you wish to allow invoicing, enable Enable invoicing as payment option for MarketSpace Item purchases.
  6. Select the desired credit card processing option:
    • Automatically create a paid invoice for credit card payments: When selecting the Credit Card as the payment method on the MarketSpace Checkout screen, the selected fee will be reflected in an invoice assigned to the member. This option affect all credit card transactions not just MarketSpace Items. OR
    • Automatically create a receipt for credit card payments: When selecting the Credit Card as the payment method on the MarketSpace Checkout screen, the selected fee will be reflected in an receipt assigned to the member. This option affect all credit card transactions not just MarketSpace Items.
  7. Click Save.

Auto-approve MarketSpace Submissions


If you wish to automatically approved MarketSpace submissions, this can be configured under Setup > MarketSpace Settings.

  1. Click Setup in the left-hand menu.
  2. Click MarketSpace Settings in the Association Options section.
    MSpace Settings.JPG
  3. Tick the check-box for Automatically approve MarketSpace Items.
  4. Click Save.

Customize the MarketSpace Name


Specific settings are available that allows customization of the MarketSpace name to a title of your choosing. MarketSpace caption displays in the left-hand menu, title of the ChamberMaster menus, at the top of the website listing, and on the MarketSpace coupon. MarketSpace Item (singular and plural) display within the MarketSpace module inside ChamberMaster to identify the list of items.

  1. Click Setup in the left-hand menu.
  2. Click MarketSpace Settings.
    Note: If the MarketSpace name has already been changed, then the selection here may not be MarketSpace. Look at the title used in the left-hand menu to determine the title of this menu selection.
  3. Modify the Marketspace captions.
    MarketSpace-Customize MarketSpace Name-image2.png
  4. Click Save.

Define Market Space Categories


MarketSpace categories allow you to organize your MarketSpace items, making it easy for visitors to your website to find what they are looking for. MarketSpace categories display in the search section of the MarketSpace public module.

  1. Click Setup in the left-hand menu.
  2. Click Define Business Categories.
Dir Cats.JPG
  1. Select the MarketSpace checkbox for the categories you wish to use. Note: If the MarketSpace name has been changed, then the checkbox title may not be MarketSpace. Look at the title used in the left-hand menu to determine the title of this column.
  2. Click Save.

Enable Marketspace submission via the MIC


To allow your members to submit MarketSpace items via the MIC, enable this functionality under Setup > Member Login Area Options & Settings. See Member Login Area Options & Settings for instructions.

Add MarketSpace Items


Steps for Staff to Add a MarketSpace Item


  1. Click MarketSpace in the left-hand menu. NOTE: If you have renamed MarketSpace, your custom terminology will display in the navigation panel.
    Add Mspace Item Staff.JPG
  2. Click Add New MarketSpace Item.
    Mspace Info.JPG
  3. Configure the following information:
    • Click Select a Member to choose the member to be associated to this item. This option may be left blank if you are entering a MarketSpace item for a contact that is not in your database.
    • Title: This is the title of the item that will be displayed in the search results for MarketSpace.
    • Image: Click the Add button to upload an image to be displayed in the search results, as well as on the item page. For best results, upload an image that is 400 x 400. A larger image may be uploaded but will maintain the 1 x 1 aspect ratio. This provides a uniform look for the MarketSpace items on the public directory search results and fits in the space provided in all directory locations.
    • Description: Provide a description of the item. Click the edit link to use the Rich Text Editor functions.
    • Status: Select the desired status. If Approved, once the MarketSpace Item is saved, it will display on your web-site. If Unapproved, the item will not be displayed on your web-site.
    • Priority: This determines the order in which items will be displayed on your web-site. Click the Priority link to edit priorities and associated levels. The default priority is configured under Setup > MarketSpace Settings.
    • Publish Start Date/Publish End Date: Enter the first date and the last date you wish to publish this MarketSpace Item.
    • Offer Start Date/Offer End Date: Enter the first date and the last date the offer within this MarketSpace Item is valid.
    • Valid Dates Description: Enter additional details about the offer valid dates.
    • Short Description: The short description displays in the search results summary.
    • Value: Enter the value of the MarketSpace Item.
    • Detail URL: Enter the website address (URL) that customers can click to view more details about your offer. This link will be an option to click after the visitor has first clicked into the name of the Marketspace item (which displays the Details page with the full description, offer date, etc.).
    • Offer URL: Enter the website address (URL) that customers can click to view more details about your offer to go directly to your own website and bypass the Details page with the description, logo and offer dates of the item. The Offer URL link will open immediately when the visitor clicks into the name of the Marketspace item.
    • Categories: Click the edit link to choose the MarketSpace category(ies) to which you wish to associate this offer.
  4. Click Save.

Steps for Members to Add a MarketSpace Item


Your members may add MarketSpace Items via the MIC.

  1. After the member logs into the Member Information Center, click MarketSpace in the left-hand menu.
  2. Click Add a MarketSpace Item.
    Ms3.png
  3. Enter desired information about the item.
  4. Click Purchase or Save Changes.

One Row.png

NOTE: To allow your members to submit MarketSpace items via the MIC, enable this functionality under Setup > Member Login Area Options & Settings. See Member Login Area Options & Settings for instructions.

Approve MarketSpace Items


When MarketSpace Items are submitted by your members, you may configure your system to automatically approve, or you can review the submission and approve or decline. To approve a MarketSpace Item submission:

  1. Click MarketSpace in the Task List.
    Approve Mspace.JPG
  2. Click the name of the MarketSpace item you wish to approve.
    Mspace approve.JPG
  3. Select Approved from the Status drop-down list.
  4. Click Save.

Marketspace Items List Report


The Marketspace Items List report, allows you to view a list of the MarketSpace items that have been submitted over a selected date range.

  1. Click Reports in the left-hand navigation panel.
  2. Enter Marketspace in the Search by Keyword text box.
  3. Click the Green arrow.JPG next to Marketspace Item List.
    Mspace Item List.JPG
  4. Select the desired filters:
    • Item Type Filter: Select Marketspace Items from the list.
    • Show Description: Select Yes if you wish to include the description of the item in the report.
    • Date Range From/To: Enter the date range for which you wish to view Marketspace items.
  5. Click Refresh List.
    Mspace listing.JPG