partner portal flow document member guide updated july 2018 · page 1 of 21 for questions, please...
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Page 1 of 21 For questions, please contact Kelli Brunson at [email protected].
Partner Portal Flow Document MEMBER GUIDE
Updated July 2018
The Partner Portal was launched in July 2018 in order to assist members in editing their online listing, event submissions, and offers (if tourism facing). Non-members can also create accounts to store and make changes to Community event submissions.
First Time User The user creates a profile by visiting http://partners.hiltonheadisland.org/ and clicking on Create a personal profile.
The user will then fill out the form to create their profile using their appropriate credentials, i.e. work contact information versus personal information.
Page 2 of 21 For questions, please contact Kelli Brunson at [email protected].
Once the registration is successful, then the user will be taken to the main screen of the Partner Portal.
Page 3 of 21 For questions, please contact Kelli Brunson at [email protected].
A thank you email will be sent to the user address, welcoming them and reinforcing the benefit of creating an account (i.e. Promote events, become a member). To Manage and Join a Chamber Member Account The user will click on Join Organizational Account.
The user will then select the organization or company name from the dropdown list of pre-populated chamber members and click submit.
Page 4 of 21 For questions, please contact Kelli Brunson at [email protected].
The user will then receive a message that their request is being processed. As standard operating procedures, a representative from the chamber will approve all requests to join an organization. Please allow 24 – 48 hours for processing. Once a user is approved, they will be able to login at any time thereafter.
Once the request has been approved by the chamber representative, the user will see their current organizational account from the Current Organizational Accounts screen.
Page 5 of 21 For questions, please contact Kelli Brunson at [email protected].
To update the Organization’s Online Profile / Free Member Listing
The user will need to click the Access Account button and then select Edit Your Online Partner Profile from the menu on the left side of the screen.
From this screen, the user will see the current information that is displayed on the HiltonHeadIsland.org, VisitBluffton.org, VisitDaufuskie.org (if businesses are tourism facing and located in these destinations) and HiltonHeadBlufftonChamber.org websites.
Page 6 of 21 For questions, please contact Kelli Brunson at [email protected].
Example: Partner Profile
The business description for the Partner Profile / Free Member Listing will need to be entered in the Body section.
Be sure to enter the alternative text for each photo or logo that you upload.
Page 7 of 21 For questions, please contact Kelli Brunson at [email protected].
Example: Partner Profile
To use the map function on the website, enter in the latitude and longitude for your business using getalong.net. If your business has special directions for driving or entry, enter the directions into the Written Directions section.
If the website for the business has a booking URL, enter that in the Miscellaneous Details section along with the Yelp Business ID and OpenTable Business ID.
The business can enter in their social media links to gain more exposure for those sites.
Click Submit Profile Changes once you are done editing your online profile.
Page 8 of 21 For questions, please contact Kelli Brunson at [email protected].
Items that Administrator will be able to edit from the Partner Portal
• Partner Description / Free Member Listing Business Description o This information is displayed on the organization’s free member listing on the
website(s). o It is recommended that this be between 200 – 250 words describing your
business. • Partner Images / Free Member Listing Photo
o Partners can upload two photos which represent their business for their free member listing on HiltonHeadIsland.org and HiltonHeadBlufftonChamber.org. The first photo will be the “featured image” which will display from any
main pages on which their listing is displayed. o Partners can also upload a business logo for publishing the on
HiltonHeadIsland.org site. Note: This functionality will be added to the Chamber site as well.
• Location Details o Should the user wish to use the mapping features of the HiltonHeadIsland.org
site, they can enter the Latitude and Longitude from getalong.net and/or provide written directions for accessing the organization.
• Miscellaneous Details o This can include a booking URL, Yelp ID, or OpenTable Business ID. o The organization can also provide their hours of operation.
• Social Media Links o The organization can provide the following links to be added to their free member
listing page(s): Facebook Google+ Twitter Instagram YouTube Channel
• Add other administrators to the business’ account if more than one person needs to access.
Items that Administrator will need to contact the Chamber to change
These details cannot be edited online. To make changes to this information, please contact Kelli Brunson at [email protected].
• Business Name – Company Name and Legal Name • Location (city/state) • Address (physical is currently displayed on the website; the chamber collects three
addresses as standard procedure: physical, mailing, and billing) • Phone Number • Fax Number • Website Address • Individual Contacts for a business and their email addresses (i.e. John Smith has retired
and needs to be removed from this organization)
Page 9 of 21 For questions, please contact Kelli Brunson at [email protected].
Example Free Member Listing
Free Member Listing – Main Image view from See & Do
Body copy
Amenities
Accolades (up to three may be added for VCB listings only). Please contact Kelli Brunson to have your accolades added.
Logo
Social Media Links
Main Image
Page 10 of 21 For questions, please contact Kelli Brunson at [email protected].
Once changes are made, a notification will be sent to a chamber representative and will be reviewed and approved within 48 hours. To view the pending submissions, click Manage My Submissions.
To Create a New Event
Select Create New Event from the white button at the top of the screen OR from the menu on the left side of the screen.
Page 11 of 21 For questions, please contact Kelli Brunson at [email protected].
The main screen of the submission page will display. The user will be able to select which organization they want to create the event for by opening the dropdown menu. The user should enter as much detail as possible for this event submission. Event submissions will be reviewed by a chamber administrator. Allow up to one business day for events to publish to the Connect Calendar
If the user is an administrator for multiple chamber member organizations, then the other accounts would appear in this dropdown menu.
Business name will appear here. If the user is not a Chamber member, the only option will be “Non-chamber member.”
Page 12 of 21 For questions, please contact Kelli Brunson at [email protected].
Example: Event Submission Form Continued
Page 13 of 21 For questions, please contact Kelli Brunson at [email protected].
Example: Event Submission Form Continued
Page 14 of 21 For questions, please contact Kelli Brunson at [email protected].
If a change is needed after approval from the chamber representative, the user should access the organization account from the main screen, which will then take them to the Manage Submissions screen.
The user can then select the event they wish to edit, make the change, and resubmit the event for approval by the chamber representative. To do this, the user should click Edit on the right side.
Page 15 of 21 For questions, please contact Kelli Brunson at [email protected].
The user will then be able to edit the event and resubmit the information for approval.
Example: Edit Event
Page 16 of 21 For questions, please contact Kelli Brunson at [email protected].
To Submit a New Offer
Note: Only businesses verified by the chamber as tourism-facing may submit offers at this time. Offers are available to visitors of the HiltonHeadIsland.org website.
At this time, non-chamber members are not able to submit offers. However, non-members have the ability to submit events to the connect calendar.
Select Create New Offer from the white button at the top of the screen OR from the menu on the left side of the screen.
The main screen of the offer submission page will display. The user will be able to select which organization they want to create the event for by opening the dropdown menu. The user should enter as much detail as possible for an offer submission.
If the user is an administrator for multiple chamber member organizations, then the other accounts would appear in this dropdown menu.
Page 17 of 21 For questions, please contact Kelli Brunson at [email protected].
Example: Create offer
Page 18 of 21 For questions, please contact Kelli Brunson at [email protected].
Example: Create offer
Editing of offer submissions are allowed if a change is needed (after approval) from the chamber representative. To complete this, the user should access the organization account from the main screen, which will then take them to the Manage Submissions screen.
Page 19 of 21 For questions, please contact Kelli Brunson at [email protected].
Select Edit next to the offer to edit. Submit the change and a chamber representative will approve the update within one business day.
Page 21 of 21 For questions, please contact Kelli Brunson at [email protected].