Modify the Directory Control Panel

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Revision as of 02:47, 25 August 2016 by SPederson (talk | contribs)
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Making Changes

  1. Click Setup in the left-hand menu
  2. Click Directory Control Panel
  3. Make the desired changes
    Modify Business Directory Control Panel-AdminTasks.1.45.1.jpg
    Figure 1: The Directory Control Panel
  4. Click Save

Description of Commonly Modified Selections

Social Network Share Links

When this selection is enabled, website visitors will see links to share the listing/posting on FaceBook, Twitter, LinkedIn or email to a friend. Share links will appear on the member’s website Information Page, Hot Deals, Member-to-Member deals, job postings, MarketSpace items, and on event description pages. Note: This selection is only available when your website has been integrated with the SEO module integration.
Social 1.png

Filter by Contact Options

Select whether individual representative names should be used as search criteria in the online Directory search. See options below in Figure 2. If this selection is enabled, then the General Filter Options: Contact will also be selected. Note: This selection is only available when your website has been integrated with the SEO module integration.
Modify Business Directory Control Panel-AdminTasks.1.45.3.jpg
Figure 2: Filter by Contact Options

Filter by Location (Filter by Geographic Proximity)

When the Directory is searched by zip code proximity, member names will now display a distance from that zip code after their member name. Note: Miles will show for all US associations and kilometers will display for all others
Modify Business Directory Control Panel-AdminTasks.1.45.4.jpg

Contact Businesses Button

When this checkbox is selected, website visitors will have an option to Contact these Businesses when viewing a list of members in the online Directory, whether searching alphabetically, by category, keyword or any other way. This single message is sent via email to the selected businesses. Each request is tracked in the database as an eReferral, just like any eReferral form completed by your internal staff. Use with Require Staff Approval Before Delivery checkbox if you’d like to approve the message before it is sent.

Require Staff Approval Before Delivery

Select this checkbox if you’d like to approve the Contact These Businesses message before it is delivered to the member. When a lead is received it will appear in the Web Leads Task List.
Vid.png Watch video demonstrating “Contact Businesses” and the Web Leads task list
  1. Click Web Leads in the Task List
  2. If a message is awaiting approval, click the Subject/Message.
  3. View the content of the message.
  4. If this message should be delivered to members, click Approve. The message will be sent immediately.
  5. If this message should not be delivered to members, click Reject. The message will not be sent to members. No notice is sent to the sender of your rejection.
  6. The recipients of sent messages may be viewed on the Communication->Member Contact Report.
Hint: Make sure to select “Bulk Mail” and to clear the Staff Contact field and then click Refresh.