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Service Credits Setup Guide

Introduction

Service Credits allow users to add jobs to the recruitment channel. These can be assigned on the Control side or purchased on the display side.

 

 

You will need to:

  • Create Service Credit Plan

  • Create a Product / Catalogue Item

  • Add Service Credit Plan to the Catalogue Item

  • Configure Service Credit Profile

  • Assign Service Credits

  • Use Service Credits (Control side)

 

Note that there is plenty of on-screen help when managing any of these elements so make sure you have both the introductory help panel expanded and turn on the help when editing any of the items.

Service Credit Plan

Commerce > Service Credit Plans

 

Provide the following information:

  • Name
  • Service Credit Name
  • Service Credits
  • Live

Product Article / Catalogue Item

Publish > Articles

 

Create a Service Credit product article. Provide the following information:

  • Presentation Style: Product
  • Section. Select a Product section
  • Title
  • Teaser
  • Main Intro
  • Introduction
  • Live

Click the Commerce icon to create an associated Catalogue Item

 

Commerce > Catalogue Item

 

You will need to tie the Service Credit Plan to this catalogue item. Provide the following information

  • Catalogue ID
  • Enable Subscription
  • Subscription Duration
  • Duration Number
  • On Sale
  • Price Matrix: Set Price and Currency

Commerce > Catalogue Item > Service Credit Plans

 

Once you Save the Catalogue Item, you will reach the view screen.

 

On the Goods panel, click Add button at the bottom of the screen

 

Select the Service Credit Plan and relate the item

 

Service Credit Profile

Commerce > Service Credit Profiles

 

Provide the following information:

  • Name
  • Service Credit Plan (You can select multiple Service Credit Plans. A Service Credit Profile can be applied to multiple channels and different Service Credit Plans can be set up to be purchased on them)
  • Service Credits To Create Content
  • Related Catalogue Item
  • Administrators
  • Default Low service Credits

Service Credits

Service Credits can be added to users on the Control side. You can also use Credits on behalf of users (i.e. assign Contacts to Recruitment Briefs)

 

Commerce > Service Credits

 

Click Add and provide the following information

  • Contact
  • Service Credit Plans
  • Start Date
  • End Date
  • Quantity

Commerce > Service Credits > Use Credits

 

Click Use Credits button

 

Select a Contact

 

Select associated Article

 

Note

By selecting a Contact and then Article, only relevant articles created by the Contact (and ones that have not already been assigned Service Credits) will be display.

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