Solicitor Quickstart

This quick start guides you through getting your first offer group up and running in Solicitor. For detailed explorations of the features explored in this quick start, check out the tutorials section.

Before you start

Make sure you meet the following pre-requisites before starting the tutorial steps:

• Reach out to Naviga Implementation Manager to ensure your Solicitor site has been configured

Get started

Step 1 - Configure an available area

By default, all of the US and CA postal codes will be included as deliverable areas. To narrow further:

1. Select inventory, then choose available areas.

2. Select + new button.

3. Add the deliverable ZIP/Postal codes of your publication.

4. Name your available area, then select save.

Step 2 - Configure your first product

1. Select inventory, then choose products and bundles.

2. From the billing tab, navigate to your product and select the pencil icon.

3. Add your newly created available area to the billing product. Select save.

4. Select the sales tab, then select the + new button.

5. Name your new sales product, add your billing product, and add your newly created available area.

6. Select save.

Step 3 - Configure your first terms and conditions

1. Select inventory, then choose terms and conditions.

2. Select the + button.

3. Create a name for your new terms and conditions option.

4. Write your terms and conditions in the body field.

5. Optionally, check the set as default box if applicable.

6. Select save.

Step 4 - Configure your first marketing text

1. Select inventory, then choose marketing text.

2. Select the + button.

3. Create a name for your new marketing text option.

4. Fill in your desired text in the text fields.

5. Optionally, check the set as default box if applicable.

6. Select save.

Step 5 - Optionally, configure your sales team

If your offer will be using direct sales/Kiosk or Subscriber concierge admin, follow this step. Otherwise, unselect these options from Offer Groups -> Additional Options setting and skip the rest of this step.

1. Select teams, then choose sales team.

2. Select the + new button.

3. Enter a name for your sales team, then configure their privileges.

4. Select save.

Step 6 - Configure your first offer group

1. Select offer groups.

2. Select the + button.

3. Name your offer group. Add your product, price, and division.

4. Select publish

What's next

Congratulations! You've just configured your first inventory products and Offer Group. Follow these sets of instructions for each product and/or Offer Group that you wish to create. For more detailed explorations of the Solicitor features, check out the tutorials or Solicitor UI sections.