Find your way around the Solicitor UI

Annotated Solicitor UI

Solicitor Menu

Offer Groups: You can create and manage your Offer Groups in this section. An Offer Group is a collection of individual offers, and each offer is a combination of products per division at a single price point.

We suggest that you organize your offer groups around delivery schedules. For example, 7 Day Delivery, Sunday Only, Monday, Wednesday, Friday, eEdition and so on.

Organizing your Offer Groups in this way minimizes complexity and duplication. Instead of managing hundreds of different publications, each with its own product and delivery type, you will manage a few groups and customize them as needed.

Offers: This is a read-only section that allows you to quickly view your offers and divisions. An offer is the combination of products per division at a single price point. The format of the offer's name is offerGroupName - divisionName; it is automatically generated.

Starting from Release 3.14.0 we added an ability to remove a Division from an already published Offer Group for the following roles: Marketing Admin, Client Admin, MG2 Admin, MG2 Developer

The history of the published offer groups editing can be exported as a log file by Client Admin, MG2 Admin and MG2 Developer roles

Promotions: You can create and manage your promotions here. A Promotion is a group of Offer Groups.

Note: Promotions are a legacy concept and are primarily used to display multiple Offer Groups on the Subscription Panel. Some new features, i.e. Gifting, do not support promotions - you have to use an Offer Group instead of a combination of Offer and Promotion

Inventory: This is a drop-down menu that allows you to manage everything related to your Offer Groups. You can create your sales products, marketing text, and T&C. You can also set up premiums and determine delivery areas.

Teams: Manage your sales teams here. Create a team, manage its members, and customize what offers each team can sell.

Reference Tables: This is read-only reference section that allows you to quickly view product data, such as codes, household levels, sales platforms, service types, and billing plans. These are synced automatically from Subscribe database.

Admin: Add users and manage their access and permissions of the Solicitor application here.

Sync Features

Clear Cache: This clears your cache. It is important to clear your cache after you have made changes in the Solicitor application. This ensures everything is up to date. Clearing your cache can also resolve errors, and it is recommended to do so if you encounter an issue.

Sync: This manually syncs the Subscribe database to your Solicitor app. Syncing also resolves errors. It is recommended you try syncing and clearing your cache first if you encounter an issue. Note: the sync process also happens automatically every night.

Import/Export Features

Use these buttons to import and export JSON data into Solicitor. Imported data must be in JSON format. Please see our Import or Export Solicitor Data guide for details.

Note: these features are available only for MG2 Admin roles.

User Icon

Select the user icon to log out of the Solicitor app.