Solicitor Concierge User Guide

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Product Information contained within this document, including technical information and functional specifications, is subject to change without notice. Naviga reserves the right to make any changes to the information in this document at any time without notice. Naviga makes no warranty, representation, or guarantee regarding the suitability of its products and services for any particular purpose.

Welcome

Welcome to the Solicitor Concierge (Solicitor) User Guide. Solicitor is a flexible application designed to help you create Offer Groups, sell your Offer Groups, and manage the users who have access to them.

Overview

The diagram below shows you how the different components of Solicitor work together.

Since an Offer Group is comprised of different inventory products, you will first create all of your inventory products. Next, you will create your Offer Groups. Last, you will create your users and teams, designating their access and permissions.

Your Solicitor site automatically syncs with your Subscribe database and imports your Billing Products from the Subscriber Concierge database. A billing product is a combination of your divisions (individual publications) and your service types (delivery frequencies). Besides adding Available Areas, billing products cannot be edited. However, you can group them into sales products to incorporate them into an Offer Group.

Guide structure

This guide will explore some key concepts to help you understand the Solicitor application and guide you through common tasks. The guide contains three main sections:

• Quick start - provides the highest overview and instruction to get you going. Its aim is to show you how create your inventory products and first Offer Group quickly. It also acts as a good overview for how Solicitor works.

• Solicitor UI guide - explores how to navigate around the Solicitor application. The application contains many features. Use this section to for high-level definitions and explanations.

• Tutorials - provides the most detail and information. Each tutorial walks you through each step for each feature in Solicitor.