Customer's View

Placing an ad, Step-by-Step

Your advertiser can navigate to the classified portal. Typically a site will have a link to this portal from your main website or classified marketplace.

If enabled in setup, the client is asked whether to allow or block location tracking. These preferences are stored in their browser, so they are only asked once, unless they clear their cache.

The client can choose a category and a sub-category for the ad he would like to enter.

The client can then choose one of the many packages designed for them in the Naviga Ad system.

Client has the options to include print, digital, mobile and so forth according to the availability of your publications’ packages offered.

When the client clicks next, the screen allows him to enter his ad information according to the metadata as per the setup in the Naviga Ad system.

The system displays the ad as the client is creating it. The client can upload an image and enter all the data relevant optional and mandatory fields according to the setup on Naviga Ad. The client can also choose from existing images in the system which are designed as generic but attention-grabbing images which are uploaded in the Naviga system.

Once the client clicks next, the system allows him to choose the date for the advertisement to be placed.

The package setup gives you flexibility to offer promotions which the client can see on this screen such as free offers with certain purchases. Once the dates are selected, the client can then enter his contact information. If the client opted to set up an account and has signed in, this contact information will be pre-filled.

Once the client clicks “Approve and Pay”, the payment screen displays allowing him to use a credit card. The design of the payment window will be dependent on the payment processor.

The processing screen displays to confirm the payment. The client then receives an email confirmation the the order was received. Note that at this point the system only authorizes the credit card it will not be settled until the order has been approved by you.

Logging into the Portal

It is optional for users to create an account and log into the portal. By logging in, the customer can gain access to past orders for renewals and they can place orders into their own account rather than into the generic private party account.

By clicking the login link in the top right, an established portal user can log in with their email address and password

If they are a new advertiser, they can click on the signup tab and create an account. (see section below if they are an existing advertiser who wants to log into the classified portal for the first time). If they are an existing Advertiser Portal user who is using the Classified Portal for the first time, they can use the same user and password that they use in the Advertiser Portal.

When the user creates an account through the portal they are given two options: Create an account as an individual or create an account as a company

Internally, BOTH options will create a company record and a contact person record. The difference is that if they create a company, the company record will use the "company name" as the name for the company record, and the First Name and Last Name to create the individual contact person record. If the user indicates that they are an individual, the Company name and title field will be hidden and the First Name and Last Name will be used to create both the company record and the contact person record. The email address will live one the contact record.

For existing advertisers who wish to start using Self-Service

For someone who is already an existing contact in the system, the system is not going to allow them to create a duplicate with an existing email address, so an internal user is going to need to help them our with the first login, and then after that, they will be able to login and place orders on their own.

Here is a little tutorial of what you will need to do if a customer would like to start using the classified portal after they already had an account and email address in the system.

Functions accessible as a logged in user

Once the user has logged into the portal, they will see their name in the upper right corner and they will be given 3 options in a dropdown:

View/Edit Profile

When viewing the profile, the user can change their First/Last name and update the phone number.

Enter a New Order

This will behave the same way as entering an order anonymously, except for the last page. The contact information will be pre-filled for the user. They will still have to enter credit card details before submitting the order.

View Past Orders

When viewing orders, the user can see orders currently running/upcoming as well as past orders.

Only orders that were placed through the portal will be seen here and be given the option to copy (or renew) the ad from here.

If the user clicks copy, they will be placed back into the booking workflow at step 3 (the one with the metadata and preview of the ad), which will give the user the opportunity to update any information and re-generate the ad image prior to submitting the new order.