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The goal of this guide is to show you how to configure terms and conditions (T&C) text in Solicitor. You can create templates (e.g. Print Delivery T&C or Digital Access T&C) and then use them in your Offer Groups.
Best practice note: we suggest you use attributes when configuring your T&C templates. Doing so will reduce duplication and complexity in the long run!
Make sure you meet the following pre-requisites before starting the tutorial steps:
Reach out to your Naviga Implementation Manager to get your Solicitor application up and running.
In this section, you will learn how to create/edit/delete a T&C text template, as well as how to use attributes and add images.
Create a T&C text template:
Select the inventory menu in the Solicitor dashboard, then choose Terms & Conditions.
Select the + button. The creation screen will appear and display a WYSIWYG text editor.
Choose a name for your marketing text template, (e.g. Print Delivery T&C).
Write your desired text for the body fields. Use the WYSIWYG editor to format your text.
Add any search tags.
Optionally, select set as default then select either physical/digital. Doing so will make this template the default of the same category when you create Offer Groups.
Select save.
Note: by the end of configuration, there must be at least one default digital and print terms and conditions text.
Using attributes is highly recommended and will save you a lot of time. Think of attributes like placeholders for publication-specific text, like a phone number or address. When a phone number or address changes, you won't need to update every marketing text template since you're using an attribute as a placeholder. You only need to update the attribute once in the CMS. An attribute might look like this:
...You can cancel anytime by calling the {{PublicationPhoneNumber}}...
Add attributes:
Select +Attributes. The tab appears to the right.
Drag your desired attribute into the WYSIWYG editor. Alternatively, you can simply type your attribute if you know its format and name.
Delete or edit a T&C text template:
Select the inventory menu in the Solicitor dashboard, then choose Terms & Conditions. Any existing templates will display.
Navigate to the desired template and select edit.
If editing, make your changes then select either save or save as new. If deleting, select the trash can icon.
You can preview your terms and conditions, then select whichever division you'd like to see.
To preview:
Select the inventory menu in the Solicitor dashboard, then choose Terms & Conditions.
Choose a terms and conditions template from the right.
Select the Preview button.
Choose a division from the drop-down menu.
Once finished, select the X button to leave the preview feature.
To review, you've learned how to create/edit/delete a Terms and Conditions text template. You will use these templates when you create an Offer Group. You've also learned how to use attributes.
The goal of this guide is to show you how to configure marketing copy in Solicitor. You can create templates (e.g. Print Delivery Text or Digital Access Text) and then use them in your Offer Groups.
Best practice note: we suggest you use attributes when configuring your marketing text templates. Doing so will reduce duplication and complexity in the long run!
Make sure you meet the following pre-requisites before starting the tutorial steps:
Reach out to your Naviga Implementation Manager to get your Solicitor application up and running.
In this section, you will learn how to create/edit/delete a marketing text template, as well as how to use attributes and add images.
Create a marketing text template:
Select the inventory menu in the Solicitor dashboard, then choose Marketing Text.
Select the + button. The creation screen will appear and display a series of WYSIWYG text fields.
Choose a name for your marketing text template, (e.g. Digital Only).
Write your desired text for the title, body, and price fields. Use the WYSIWYG editor to format your text.
Add an internal description, a confirmation name, and any search tags.
Optionally, select set as default then select either physical/digital. Doing so will make this template the default of the same category when you create Offer Groups.
Select save.
Note: by the end of configuration, there must be at least one default digital and print marketing text.
Here is an annotated image that displays a title, body, and price.
Using attributes is highly recommended and will save you a lot of time. Think of attributes like placeholders for publication-specific text, similar to a phone number or address. When a phone number or address changes, you won't need to update every marketing text template since you're using an attribute as a placeholder. You only need to update the attribute once in the CMS. An attribute might look like this:
Unlimited digital news at {{NewspaperName}}. Call now at {{PublicationPhoneNumber}}
Add attributes:
Select +Attributes & Images. The tab appears to the right.
Select the attributes tab.
Drag your desired attribute into the WYSIWYG editor. Alternatively, you can simply type your attribute if you know its format and name.
Add images:
Select +Attributes & Images. The tab appears to the right.
Select the images tab.
Double-click or drag your image into the add image box.
Delete or edit a marketing text template:
Select the inventory menu in the Solicitor dashboard, then choose Marketing Text. Any existing templates will display.
Navigate to the desired marketing text template and select edit.
If editing, make your changes then select either save or save as new. If deleting, select the trash can icon.
To review, you've learned how to create/edit/delete a Marketing Text template. You will use these templates when you create an Offer Group. You've also learned how to add attributes and images to your template.
The goal of this guide is to show you how an Available Area (AA) works in Solicitor. An AA is an area that a product can be delivered to. Solicitor comes with all the US and Canada postal codes preconfigured, but you might want to limit or expand your delivery range to a different AA.
Make sure you meet the following pre-requisites before starting the tutorial steps:
Have the products created in your Subscribe database and then synced to Solicitor as Billing Products. Reach out to a Naviga Implementation Manager to do this.
Have non-default postal codes loaded into the system. Reach out to a Naviga Implementation Manager to do this.
In this section, you will learn how to create a new AA and delete or edit an existing AA.
Create an AA:
Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.
Select the + New button. The creation screen will appear.
Choose a name for your AA, then add your desired postal codes.
Add a postal code:
Select the circular + button in the ZIP/Postal Codes section. A search feature will appear.
In the following order, choose a country, state, and if applicable, county and city. You can limit your AA to a single postal code or an entire city or state's postal code.
Add individual postal codes by either dragging or double-clicking them or add your entire search query with the add all button. Once a postal code has been added to your AA, you can explore them with the expand arrow.
Select the active box, then select save.
Congratulations, you've created a unique AA. To use this AA, you will need to add it to your billing product, the subject of the next section in this guide.
Delete or edit an existing AA:
Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.
Navigate to the desired AA and select the pencil icon to edit OR the trash can icon to delete. If editing, the creation screen will appear. If deleting, confirm your choice then select delete.
Add your new AA to your billing product
In this step, you will learn how to add your new AA to your existing billing product. Your billing products will have been configured by Naviga to include the preconfigured US and Canada postal codes, but you will need to manually add any new AAs you create.
A billing product is a combination of your divisions (individual publications) and your service types (delivery schedules). Besides adding Available Areas, billing products cannot be edited. They live in your Subscribe database and can be synced to Solicitor with the sync button or scheduled.
Add an AA to a billing product:
Select the inventory menu in the Solicitor dashboard, then choose Products & Bundles. Any existing or preconfigured billing products will display.
Navigate to your desired billing product and select the pencil icon.
Select the available areas window to highlight the section. Any AAs you have created will appear to the right.
Drag or double-click the AA you wish to add.
Select save.
Congratulations! You've added your newly created AA to your billing product.
To review, you've learned to create or update AAs, which are designated deliverable postal codes, and you've learned to add the AAs that you've created to your billing products, which enables you to add them to an Offer Group.Goal
The goal of this guide is to show you how an Available Area (AA) works in Solicitor. An AA is an area that a division can be delivered to. Solicitor comes with all the US and Canada postal codes preconfigured, but you might want to limit or expand your delivery range to a different AA.
In this section, you will learn how to create a new AA and delete or edit an existing AA.
Create an AA:
Select the inventory menu in the Solicitor dashboard, then choose Available Areas. Any existing or preconfigured AAs will display.
Select the + New button. The creation screen will appear.
Choose a name for your AA, then add your desired postal codes.
Add a postal code:
Select the circular + button in the ZIP/Postal Codes section. A search feature will appear.
In the following order, choose a country, state, and if applicable, county and city. You can limit your AA to a single postal code or an entire city or state's postal code.
Add individual postal codes by either dragging or double-clicking them or add your entire search query with the add all button. Once a postal code has been added to your AA, you can explore them with the expand arrow.
Select the active box, then select save.
The goal of this guide is to show you how Sales Products (SPs) and Billing Products (BPs) work in Solicitor. One difference between SPs and BPs is that Naviga preconfigures your BPs whereas you create your SPs.
BPs are a combination of divisions (publications) and their service types (delivery frequencies). SPs are a way to "group" similar BPs so that you can use them in your Offer Groups.
Best Practice Note: we suggest you create SPs to reflect divisions that have similar service types. Creating SPs in this way will greatly simplify managing your Offer Groups.
For example, you may want to create a Sunday Only SP. This SP would be a single entity that includes every division that has a Sunday Only BP.
You could also create a Digital Only SP, which would include every division that has a Digital Only BP.
Creating SPs in this way helps you organize your Solicitor dashboard and removes complexity and duplication.
Make sure you meet the following pre-requisites before starting the tutorial steps:
Have the products created in your Subscribe database and then synced to Solicitor as Billing Products.
Have Available Areas assigned to your Billing Products.
In this section, you will learn how to create an SP. The first procedure will guide you through the mandatory steps. The latter procedures explore optional configurations.
Create an SP:
Select the inventory menu in the Solicitor dashboard, then choose Products & Bundles. Your BPs will display.
Select the sales tab. If you have created any SPs, they will display here.
Select the + new button. A creation window will appear.
Name your SP, e.g. Sunday Only Print.
Add your desired BPs. Select the billing products window, then double-click or drag your desired BP. To continue with the example, this would be any Sunday Only BPs.
Add an optional configuration with the steps below. Otherwise, select the active box then select save.
You can configure your SP further with the following options:
Limit available areas allows you to specify a particular Available Areas that you have added to BPs (leaving all product available areas checked means all the available areas for the Billing Product will be available). To limit the available area:
Select the limit available area window.
Select set per product.
Toggle between BPs and double-click or drag your desired Available Areas.
Add incompatible products allows you to denote incompatible SPs (e.g. a Sunday Only delivery would be incompatible with a 7 Day Delivery). This feature disallows certain SPs from being combined when configuring Offer Groups. To add an incompatible product:
Select the incompatible product window.
Double-click or drag all desired incompatible products.
Add mandatory products allows you to denote any BPs that must be sold as part of the SP (e.g. a TV Book or Puzzle Book that is mandatory for a 7 Day Delivery). To add a mandatory product:
Select the mandatory product window.
Double-click or drag all desired mandatory products.
Congratulations! You've created a Sales Product.
To review, you've learned the difference between Sales Products and Billing Products, as well as how to create and customize a Sales Product. Creating these Sales Products is necessary for creating Offer Groups.
Starting from Release 3.14.0 together we also developed the ability to view changes made with Solicitor Concierge data and download the report as a log file. In the report we can see the creation, editing and deleting operations. This feature is available for Client Admin, MG2 Admin and MG2 Developer Roles.
In the Grid the following information is displayed:
The name of the table in the database where the changes were made
The date of the change
The type of the change: Added, Modified, Deleted
The login of the user who made the changes
Value
Client code
'Details' icon that opens the right-hand panel with additional info
Import/export is not reflected in the reports i.e. if the entity will be created/modified during export it will not be reflected in these logs
Ensure that you have one of the following Roles: Client Admin, MG2 Admin, MG2 Developer Roles
Select the 'Reports' in the left-hand menu
Select 'Audit Trail'
Optionally apply sorting and/or filtering. Default order sequence is by change date, descending
Click 'Export' button
The goal of this guide is to show you how Offer Groups work, as well as how to configure them in Solicitor.
An Offer Group is a collection of offers, and an individual offer is a combination of a specific division at a certain price.
You construct an Offer Group with the inventory items you've created previously (sales products, marketing text templates, etc). The diagram below indicates which components are mandatory and which are non-mandatory. It also illustrates which components are needed for successful synchronization with both Subscribe and circulation systems.
Though you can publish an Offer Group with the minimum components, we suggest you create robust Offer Groups using as many components as you can.
Best practice note: We suggest creating Offer Groups as collections of Sales Products and divisions (publications). Creating them in this way allows you to still add unique prices, but minimizes the amount of duplication.
Each component of an Offer Group can be applied everywhere (to all) or be limited by either price plan (use for price plan) or individual divisions (select division). This gives you flexibility with how you apply your components.
Use the exceptions button to exclude particular divisions. Alternatively, limit by division and choose the specified division from the drop-down menu.
Make sure you meet the following pre-requisites before starting the tutorial steps:
Create your inventory items (available areas, sales products, marketing text, and terms and conditions), being sure to configure defaults for marketing text, sales team and terms and conditions
Have payment methods, sales platform and market place configured in Solicitor application. Reach out to an implementation manager for this.
In this section, you will learn how to create/edit/delete an Offer Group. The guide divides the steps into smaller, manageable chunks.
Offer Group can be saved as draft or published.
For the Draft offer group all the fields can be edited but the offer group cannot not be consumed by Subscription Panel. Published offer group can be used for Subscription Purchase but some fields cannot be edited, e.g. Product, Billing plan, Billing system codes, Term, Complimentary flag
The option to delete divisions that is available for Marketing Admin, Client Admin, MG2 Admin, MG2 Developer starting from Release 3.14.0.
Select the Offer Groups menu in the Solicitor dashboard. Any existing Offer Groups will display on the right.
Select the + button. The creation screen will appear.
Choose a name for your Offer Group.
Select save draft if continuing. Otherwise, select publish.
Select the products box. Your sales products will appear to the right. Double-click or drag all corresponding sales products (e.g. 7 Day Delivery, Sunday Only, or Friday Only). Starting from 3.16.0 no more than one Base product is allowed in the Offer Group.
Select the divisions box. Your divisions will appear to the right. Double-click or drag all corresponding divisions (e.g. publication's name).
Select the price box. The price creation screen will appear to the right. Enter a price for the Sales Product+Division combination. NOTE: To price divisions differently, select the + tab directly to the right of the price box. This creates a separate tab for a new division/set of divisions. Add a division, then adjust it's price accordingly.
Select save draft if continuing. Otherwise, select publish.
Starting from Release 3.14.0 onwards for Marketing Admin, Client Admin, MG2 Admin, MG2 Developer we developed an option to remove a division from an already published offer group.
If you belong to one of the Roles mentioned above then if you open a published Offer Group that has more than one division you will see an 'X' icon near every division. If you want to delete a division then hit the 'X' icon near the division you want to delete and click 'Update button'. The division will be deleted along with the related priceplan and all the related offers
Use this feature to determine the domain/URL on sales platforms where the offer will be sold. A default selection will use the division's default domain. You can add multiple URLs if you wish. Note: if nothing is used, your default marketplace will be used.
Select the marketplace box. Your maketplace options will appear to the right.
Choose how you wish to apply your sales platform:
-all - applies everywhere
-price plan - allows you to limit by price plan, then select which Markets for which Sales Platform
-division - allows you to select which Markets for which Sales Platform on any division
Select a sales platform from the drop-down menu.
Double-click or drag your desired sales platform to add to the Offer Group.
Select save draft if continuing. Otherwise, select publish.
Note: you can also adjust the sales platform from the additional options box.
Use this feature to add the a T&C template to your Offer Group. Note: if nothing is used, your default terms and conditions will be used.
Select the terms & conditions box. Your T&C options will appear to the right.
Choose how you wish to apply your T&C (for all, by price plan, or by division).
From the drop-down menu, select the sales platform you wish to apply your T&C to.
Double-click or drag your desired T&C to add it to the Offer Group.
Select save draft if continuing. Otherwise, select publish.
Use this feature to add a Marketing Text template to your Offer Group. Note: if nothing is used, your default marketing text will be used.
Select the marketing text box. Your marketing text options will appear to the right.
Choose how you wish to apply your marketing text template (for all, by price plan' or by division).
Double-click or drag your desired marketing text to add it to the Offer Group.
Select save draft if continuing. Otherwise, select publish.
Use this feature to add related Offer Groups as upsell options to this Offer Group (e.g. the addition of a digital subscription to a Sunday Only subscription).
Choose how you wish to apply your related offers (for all, by price plan, or by division).
Select save draft if continuing. Otherwise, select publish.
The Upsell V3 component must be added to the presentation in the CMS for this feature to work properly.
Use this feature to add premiums to your Offer Group. Premiums are individual additions to a Sales Product, like a free mug or $5 gift card.
Select the premiums box. The premiums screen will appear to the right.
Choose how you wish to apply the premiums (for all, by price plan, or by division).
Select the add premiums box. Your premiums options will appear to the right.
Double-click or drag your desired premium to add to your Offer Group.
Select save draft if continuing. Otherwise, select publish.
Use this feature to add, manage, or define unique codes that support your Offer Group.
Select the coding box. The coding options screen will appear to the right.
Choose the code type you wish to add (i.e. house hold levels, smart offer segments, multi-use codes, one-time use codes,custom codes, or billing system codes). The tables below define the coding options.
Select save draft if continuing. Otherwise, select publish.
House hold levels allows you to define entitlement levels (e.g. 1 typically refers to full access and 99 to no access.) You can apply house hold levels to either all or individual divisions.
Multi-use codes allows you to define whether a customer coupon-code can be used to access kind of special offer. These offers can be unlocked on either the Subscription Panel or in the CSR portal. On CSR portal there's a code field.
One-time use codes allow you to define whether a single-use coupon code can be used to access a special offer.
To create a code, go to coding section in an already published offer group, select one time use codes and create your code's group in the code groups created field. Name your code, determine it's length, and the amount of codes desired. Select generate codes. You can only add codes, and the difference between the number of preexisting codes and codes desired will generate.
Custom codes refer to circulation dependent codes. The table below shows NCS Circ example codes. You can apply these codes to either all or individual divisions.
Billing system codes refer to codes associated with the circulation system. You can apply these codes to either all or individual divisions.
For systems using NCS Circ 2018.5 or greater, choose a rate code first. The rate-code options come in real-time from the circulation system, and the rate code field is searchable. Hover your pointer over the rate code for a description. After selecting a rate code, the fields below get pre-populated.
reason code
delivery method
term
length
source
If more than one option exists, a drop-down menu with the appropriate options appears.
The table below is an example from NCS Circ. Other circulation systems can be configured differently.
The next example is for Matrix Circ system:
Use this feature for miscellany such as address validation rules, and active subscription check, and payment methods.
The table below defines each section's use.
You can preview the offers of your Offer Group with the preview button. Use the scroll arrows to navigate between offers. Select a section of the Offer Group to highlight it and preview that component. The preview will appear to the right.
Congratulations! You've created an Offer Group! To review, you've learned how to create an Offer Group, as well as explored all of the functionality of the Offer Groups menu.
If you do not see the desired BP, make sure you have assigned it an . BPs without an assigned Available Area will not display here.
Note: You can edit and create new from the terms & conditions box. To do this, select unlink, make your changes, then select save as new.
Note: You can edit and create new from the marketing text box. To do this, select unlink, make your changes, then select save as new.
Select the related offers box. The related offers screen will appear to the right.
Select the upsell box. Your related Offer Groups will appear to the right.
Double-click or drag your desired related Offer Groups to add to your current Offer Group.
Smart offer segments allows you to specify that your Offer Group will be used as a Smart Offer. Check out the for detailed exploration. You can apply the Smart Offer segment to either all or individual divisions.
These codes exist only in the Subscribe database and will not be passed to a circulation database. To view the codes you created go to .
Custom codes
Definition
Prm Sub Src
Subscription sub source from NCS Circ (optional).
Source
Source code from NCS Circ.
Campaign code 1
Campaign code from NCS Circ (optional). More details about campaign code starts can be found here
Codes 4-10
Placeholders for additional functionality.
Billing System Codes
Definition
Rate code
The Offer Group's NCS Circ rate code (eg: VCD7HDCA)
Bill period
The billing type used (e.g. CCAuto or BankAuto)
Reason code
NCS Circ's reason code associated with the rate code (eg: 4DayLgTV)
Term
The billing term type (e.g. weeks or months).
Billing Method
The billing method used (e.g. Office Pay).
Term length
Associated with the Term: 1 for monthly term or 13/26/52 for weekly term.
Delivery method
The method of delivery. Either Route for print offers, or Online for Digital Only offers.
Billing System Code
Description
Example Value
Rate code
Matrix's circulation code indicating the price of a subscription.
IT 6 MTHS
Copies
The number of desired copies.
1
Period
The term and length of the Offer Group.
6 MONTHS
TaxID
Matrix's tax code.
1
Additional options
Usage
Sales platform
Use this section to determine where the Offer Group will be sold.
Validity date
Use this section to select a start and end date for the Offer Group.
Offer Group code
Use this section to create a unique code to identify your Offer Group. This code can be referenced as a URL parameter direct customer to your Offer Group.
Term
Use this section to define the Offer Group's type of term and term length. Subscriber's will see this in their UI panel.
Pass or trial
Use this section to determine if the Offer Group is either a Free or Trial subscription.
Payment method
Use this section to determine the Offer Group's valid payment methods. Check all that apply. Note: These payment methods will apply to all divisions.
Address requirements
Use this section to determine which address type will be required of a subscriber. Billing address will require a billing address. Delivery address will require a delivery address. Run product delivery check will validate the postal code against the default available area configured in the Subscribe database.
Subscription validation
Use this section to determine other required validations for your Offer Group. No existing subscription at address would require the address to not be used for an existing subscription. No existing subscription stopped recently would require that the subscription wasn't stopped within {X} amount of days, with the amount of days configurable in MG2Control. No outstanding balance would require the subscription to not have an outstanding balance.
EZPay
Use this section to determine if your Offer Group accepts/requires EZPay (automatic payment renewal). Note: This section will apply to all divisions. EZPay required will require auto-renew. EZPay optional will allow auto-renew to be optional. No EZPay will disallow auto-renewal as a feature.
Tags
Use this section to add search tags to your Offer Group.
Old PID
Legacy promotion id.
Welcome to the tutorials section of this user guide! This section covers the features of the quickstart in further depth.
The goal of this guide is to show you how to export and import data in Solicitor Concierge. The feature is available for Admin users only.
There are two types of data that could be exported:
Offer Groups - Offer Groups will be exported with their offers and include all the Offer Group components like Terms&Conditions, Marketing Text, Premiums, Codes, Available areas etc. Please see more information about the Offer Groups here. Sales Team and user data will also be included in the export file.
System Configuration - allows to export implementation settings; is available only for Naviga admins and developers
This feature will allow business users to set up all the Offer Groups and Offers they might want in test environment and then using export/import functionality copy those data to another environment in several clicks.
Make sure you meet the following pre-requisites before starting the tutorial steps:
Have Subscribe version 3.13.1.1 or above
Please note that Import/export is only possible within matching version and subversion, e.g. you cannot import data exported from 3.14+ version to 3.13.1.1 and vice versa
Have Admin access to Solicitor Concierge - Import/Export of Offer Groups and related entities is available for the following Roles: MG2Developer, Client Admin, Client Power User, Marketing Admin, Marketing Power User
On the Solicitor Concierge dashboard, please select the 'Export' option in the upper right corner
Please select the data option you'd like to export in the Data Export dialogue box, and click the 'Export' button
Please wait until the export is complete, it might take a while. You can track the progress by watching the progress bar at the top of the screen. After the export is complete the system will open a dialog window when you can enter the export file name and choose a folder to store the file. Please note that the data will be exported as a JSON file.
On the Solicitor Concierge dashboard, please select the 'Import' option in the upper right corner
Please select the JSON file you'd like to import in the Data Import pop up, and click the 'Import' button.
If you want to import not the whole set of the previously exported Solicitor Data then please edit the exported JSON file. If you're using 3.13.1.1 version we do not recommend to delete entities except offer groups as this can damage the data.
The import process might take a long time, the progress will be reflected in the Data Import pop up. Also please note that the import process cannot be aborted - click on the 'Close' button in the Data Import pop up will only close the pop up but not abort the import process.
After the process is completed the summary of the process will be reflected at the pop up showing what entities were imported and whether the import was successful.
If you want more detailed info then you can click 'Download logs' and get the logs as an Excel file
Please note that if the imported file will contain an entity with the same name as an already existing one then the entity will be overridden during import
The goal of this guide is to show you how to configure premiums in Solicitor. Premiums are merchandise that are sold along with the product. They are NCS specific.
Follow the instructions in this guide to add premiums to your inventory. The instructions in the Offer Groups guide show how to add them to a specific Offer Group.
Make sure you meet the following pre-requisites before starting the tutorial steps:
Have the products created in your Subscribe database and then synced to Solicitor.
Have created a premium code in your NCS Circ database.
In this section, you will learn how to create a premium:
Select the inventory menu in the Solicitor dashboard, then choose premiums. A list of all your premiums will appear.
Select the + new button. The creation screen will appear.
Create a name for your premium, (e.g. $5 gift card).
Create a display name for your premium.
Select the divisions box, then double-click or drag any division(s) your premium will apply to.
Add your NCS Circ code that corresponds with this premium.
Chose whether you want the premium to be active, and select save.
To edit your premium:
Select the inventory menu in the Solicitor dashboard, then choose premiums. A list of all your premiums will appear.
Navigate to the desired premium and select the pencil icon. The edit panel will appear.
Make your desired changes.
Select save.
Note: You cannot delete your premium, but you can make it inactive. To inactivate a premium, edit your desired premium and unselect the active box.
To review, you've learned how to create and edit your premiums. Once you've created them, they are a part of your inventory and you can apply them to offers from the Offer Groups menu.
This article explores the Reference Tables menu in the Solicitor Dashboard. The Reference Tables menu displays information about the following categories:
Coding
Household Levels
Sales platforms
Service Types
Billing plans
Besides the coding category, the information in the following categories comes from the Subscribe database and is populated in Solicitor with the sync button.
Use this section to view Multi-use (multiuse) and One-time-use (onetimeuse) codes.
The reference table will give you the name and type of code. Multi-use codes are customer coupon codes that can be used multiple times by different customers. Use them to allow customer's access to special offers. One-time-use codes are customer coupon codes that can be used a single time to give customers access to special offers.
Select the collapsed menu icon at the end of the line to view which Offer Groups are currently using the code. You can search and filter codes with the search and status fields.
You can from the Offer Groups menu.
Use this section to view all house hold levels, their code, and it's active/inactive status.
Use this section to view all created sales platforms.
Use this section to view all listed service types. Their name, description, short name, days of week, and active/inactive status display. Select the collapsed menu icon at the end of the line to view further details.
Use this section to view all listed billing plans. Note: the preconfigured billing plan is always named default with a billing period of 1.
The goal of this guide is to show you how to configure the various user accounts in the Solicitor application:
Users is a fundamental account type. There are various types of user accounts, each with their own roles and permissions. View the for extensive definition.
Sales Teams consist of either one or more Team Members. The purpose of a Sales Team is give Team Members the ability to sell Offer Groups.
Team Members consist of either one or more Users and must be a part of a Sales Team.
As an admin, you must create your accounts in this order:
Users
Sales Teams
Team Members
This order is important because when you attempt to create Team Members, you must also assign them to a Sales Team (and therefore already have a Sales Team created).
Team Members can only sell the Offer Groups associated with their Sales Team. You can create multiple Team Members, both part of the same Sales Team, but each with distinct Offer Groups.
This diagram shows the general relationship between users, team members, and sales teams.
Let's say there exists five Offer Groups, one Sales Teams, three Team Members, and many Users. In this scenario, out of the five total Offer Groups, the Sales Team only has collective access to OG1, OG2, and OG3 (OG4 and OG5 are used in a Sales Team not discussed here).
Team Members 1 is part of the Sales Team, but only has access to OG1 and OG2, whereas Team Members 2 is part of the same Sales Team, but only has access to OG2 and OG3. In this scenario, Users will only have access to the Offer Groups that there Team Members group has access to, even if the Sales Team is associated with more Offer Groups.
However, Team Members 3 is designated as default, which means all of the associated Users will have access to all of the Offer Groups at the Sales Team level.
This example is visualized below as a spread sheet:
Make sure you meet the following pre-requisites before starting the tutorial steps:
Ensure the default Sales Teams for the platforms Kiosk (LTE) and SubconAdmin have been created
Have admin privileges in your Solicitor account
In this section, you will learn how to create a general user.
Create a user:
Select the admin menu in the Solicitor dashboard, then choose users. A list of Solicitor users will display.
Select the + new button. A creation window will appear.
Enter a user name, as well as an email address and password. User names must not contain special characters.
Select save.
To create a sales team:
Select the teams menu in the Solicitor dashboard, then choose sales team. A list of sales teams will display.
Select the + new button. A creation window will appear.
Enter a name for the sales team (typically the vendor's name), then select the platform the team will be using.
Select the divisions box, then double-click or drag to add divisions the team will use.
Select the Offer Groups box, then double-click or drag to add Offer Groups the team will use.
(Optionally, if you've already created team members, you can add them to the team by selecting the team members box.)
Fill in any contact or bank account information and select save.
To create a team member:
Select the teams menu in the Solicitor dashboard, then choose team members. A list of team members will display.
Select the + new button. A creation window will appear.
Enter a name for the team member.
Select the team member box, then double-click or drag to add teams the member will be a part of.
Select the divisions and Offer Groups boxes, then double-click or drag to add divisions and Offer Groups the team member will use.
Select the users box, then double-click or drag the user to associate the user and team member hierarchies.
Select save.
Congratulations! You've created various types of users. To recap, you've learned about users, sales team, and team members, as well as how the three relate to each other.
Note: Currently, Naviga sends the following information to NCS Circ when new Subscription Purchases are made on either the CSR portal or Mobile LTE:
Source set at the offer group.
Team member name as the sub source
Delivery method set at the offer group.
Billing method set at the offer group.
Reason code set at the offer group.
Rate code set at the offer group.
If any client wants reporting on specific fields such as kiosk username, offer group name, etc., the data is available in the Subscribe database and can be leveraged as needed.
All Sales rep to sell all the available offer groups for a specific division. This scenario requires a single Sales Team and a single Team Members.
Create each user’s access (username/password) in the user section.
Create a default Sales Team that includes the specific division and all assigned Offer Groups. (When new Offer Groups are created, make sure they are assigned to this default Sales Team.)
Create a Team Members and assign all the users to this Team Members. Since they sell every Offer Group, make it the default Team Members.
A group of sales reps is to sell a promotional offer for a specific division. They belong to the same vendor organization as the first use case. This scenario requires a single Sales Team, but two Team Members.
Create the required user’s access (username/password) in the user section.
Since the group of sales reps is a part of the same vendor organization of the first use case, that Sales Team can be reused. Make sure all the promotional offer groups and the correct division is added to the first sales team if missing any.
Create a Team Members A and assign to it all the users expected to sell the promotional offers. Next, assign the division and promotional offer to Team Members A. Last, assign Team Members A to the Sales Team created in use case 1.
A group of sales reps is to sell one set of promotional offers and another group of sales reps to sell a different set of promotional offers. Both sets of offers are of the same division. Both groups of sales reps belong to the same vendor organization.
This scenario requires a single Sales Team, but two Team Members.
Create the required user’s access (username/password) in the user section.
Since they are a part of the same vendor group, create a single Sales Team, then assign the division and both promotional offers1 and promotional offer2 to that Sales Team.
Create Team Members A and assign to it all users selling promotional offers1. Next, assign the division and all the promotional offers1 to the Team Members A. Last, assign Team Members A to the single Sales Team.
Create Team Members B and assign to it all users selling the promotional offers2. Next, assign the division and all of the promotional offers2 to Team Members B. Last, assign Team Members B to the single Sales Team.
A group of sales reps is to sell one set of promotional offers and another group of sales reps is to sell the same set of promotional offers. Both sets of offers are of the same division. However, each group of sales reps belong to different vendor organization.
This scenario requires two Sales Teams and only a single Team Members.
Create the required user’s access (username/password) in the user section.
Since the reps are a part of two different vendor groups, create two Sales Teams. Assign the division and the promotional offer1 and promotional offer2 to Sales Team 1 and Sales Team 2 respectively.
Create a Team Members and assign to it all of the users selling both promotional offer1 and promotional offer2. Next, assign the division and both promotional offers1 and promotional offers2 to the Team Members. Last, assign the Team Members to both the Sales Teams.
A group of sales reps to sell two different sets of promotional offers. Both sets of offers are of the same division, but the group of reps belongs to different vendor organizations.
This scenario requires two Sales Teams, but only a single Team Members since it is the same group of reps.
Create the required user’s access (username/password) in the user section.
Since the reps are part of two different vendor organizations, create two Sales Teams. Assign the division and promotional offer1 to Sales Team 1. Similarly, assign the division and promotional offer2 to Sales Team 2.
Create a single Team Members and assign to it all of the users selling both promotional offer1 and promotional offer2. Assign the Team Members to both of the Sales Teams.
Set the Team Members as default so that all of the Offer Groups are assigned from both the Sales Teams.
A group of sales reps is to sell one set of promotional offers for a division and another group of sales reps is to sell different promotional offers for a different division. Both groups of reps belong to the same vendor organization.
This scenario requires a single Sales Team, but two Team Members.
Create the required user’s access (username/password) in the user section.
Since the reps are part of the same vendor organization, create a Sales Team. Assign both divisions and promotional offer1 and promotional offer2 to the Sales Team.
Create Team Members A and assign to it all of the users selling promotional offer1. Next, assign the first division and the promotional offers1 to Team Members A. Last, assign Team Members A to the single Sales Team.
Create Team Members B and assign to it all of the users selling promotional offer2. Next, assign the second division and promotional offer2 to Team Members B. Last, assign Team Members B to the single Sales Team.
The provides examples for six use cases. Check it out to learn more.
Select the role box then double-click or drag to add a role. Role types are defined . Only one role can be selected.
The matrix below defines the permissions of each user role available in Solicitor.
The amount of permissions decreases from left to right. A Kiosk Admin has more permissions than a Kiosk User, and a Marketing Admin has more permissions than a Power User, who has more permissions than a Limited User.
User Role
Direct sales/Kiosk Admin
Direct sales/Kiosk User
Marketing Admin
Marketing Power User
Marketing Limited User
Offer Groups:
Create New Offer Group
Read
X
Write
Write
Write
Save Existing Offer Group as New Draft
Read
X
Write
Write
Write
Save Offer Group as Draft
Read
X
Write
Write
Write
Edit Draft Offer Group
Read
X
Write
Write
Write
Save Offer Group As Published
Read
X
Write
Write
X
Edit Published Offer Group
Read
X
Write
Write
X
Promotion:
Create New Promotion
Read
X
Write
Write
Write
Edit Existing Promotion
Read
X
Write
Write
Write
Inventory:
Marketing Text
X
X
Write
Write
Write
Terms & Conditions
X
X
Write
Write
Write
Sales Platforms
X
X
Read
X
X
Log
X
X
Read
Read
Read
Divisions
X
X
Read
Read
Read
Division Bundle
X
X
Write
Write
Write
Coding
X
X
Read
Read
X
Image
X
X
Read
Read
Read
Billing Plan
X
X
Read
Read
X
Service Type
X
X
Read
Read
X
Household Level
X
X
Read
X
X
Price Rules
X
X
Read
X
X
SubCon Product
X
X
Read
Read
X
SolCon Product
X
X
Write
Read
Read
SolCon Product Bundle
X
X
Write
Write
Write
Premium
X
X
Write
Write
Read
Available Area
X
X
Read
Read
Read
Name Value Pair
X
X
Write
Write
X
Attribute
X
X
Write
Write
Write
Sales Team/Team Members:
Sales Team
Write
X
Write
Write
Read
Team members
Write
X
Write
Write
Read
Admin:
Users
Write
X
Write
Write
Read
To configure an activation fee, you must contact your Naviga Implementation Manager. Naviga will configure a service type and fee product for a one-time charge activation fee in the Subscribe database. After you have completed that, complete the following steps.
Best Practice Note: we suggest creating a single sales product for all publications. This reduces complexity, duplication, and many offer groups to navigate.
Configure an activation fee sales product in the Solicitor Concierge dashboard:
Select inventory, then products & bundles from the left sidebar.
Select the sales tab, select edit next to the corresponding sales product.
Select the billing products field. A list of billing products will appear on the right. Drag the activation fee product into the billing products field.
Select save.
Configure the activation fee in the Solicitor Concierge dashboard.
Select offer groups from the left sidebar. Your offer groups will appear in a list to the right.
Select an offer group from the list, or create a new offer group. The offer will now display the activation fee.
Select the price box and set the activation fee's price.
Select save.
Congratulations! You've configured an activation fee. You can add this activation fee to each of your products.
