The Accounts Channel Guide

Once you have set the Account Profile, you will need an Account type Channel. Please note this is different from the My Account type Channel.

Control > Structure > Channels

When creating the Channel, associate the Account Profile with the Channel on the Account Profile field.

Control > Social > Accounts

Here are some of the key fields, with the help text, that you will need to configure in order to make the Account Profile public and which attributes reflect on the display side.

Public Information panel:

• Public -Select to allow this Account to be listed publicly on the Account Listing and Search channels.
• Public Name -The Public Name is shown on the Display side when listing out account information, e.g. on Recruitment Briefs. If blank, Affino will use the Name instead.
• Teaser - Enter the teaser information for this Account, displayed on the Account channel listing.
• Description - Enter a description for this Account. This is used on the Member Accounts channel.
• Sponsored Account -Select to highlight this account on the Accounts Listing channel.
• Message Account - Select to show a Message Account button on the Account Detail page. If this Account is a Child Account, then the Message Account button will also show under the Offices tab. Please note, if you have Show Message Account (All) selected on the Account Profile, then that will apply across all Accounts, despite if you have this setting selected or not.
• Hide From Site Search - Use this option to hide individual accounts from the Site Search. If selected, the account is not shown on the Site Search (althoug it can still appear in specific public account listings).

Select to hide the following from the Account screen, including on the Offices tab if this account is a child account:

• Hide Logo - Select to hide the Logo from the Account screen, including on the Offices tab if this account is a child account.
• Hide Telephone - Select to hide the Telephone from the Account screen, including on the Offices tab if this account is a child account.
• Hide Email - Select to hide the Email from the Account screen, including on the Offices tab if this account is a child account.
• Hide Website - Select to hide the Website from the Account screen, including on the Offices tab if this account is a child account.
• Hide Social Icons - Select to hide the Social Icons from the Account screen, including on the Offices tab if this account is a child account.

Select to hide the following tabs from the Account screen:

• Hide Overview Tab - Select to hide the Overview tab from the Account screen.
• Hide Offices Tab - Select to hide the Offices tab from the Account screen.
• Hide Contacts Tab - Select to hide the Contacts tab from the Account screen.
• Hide Articles Tab - Select to hide the Articles tab from the Account screen.
• Hide Product Tab - Select to hide the Product tab from the Account screen.
• Hide Video Tab - Select to hide the Video tab from the Account screen.
• Hide Audio Tab - Select to hide the Audio tab from the Account screen.
• Hide Directory Tab - Select to hide the Directory tab from the Account screen.
• Hide Link Tab - Select to hide the Link tab from the Account screen.
• Twitter ID - Enter your account Twitter ID.
• Facebook Page - Enter in the account's Facebook URL.
• LinkedIn Page - Enter in the account's LinkedIn URL.
• Featured Contacts - Select the Contacts to be featured on the Accounts channel, Overview tab, filter this list by those that are selected on Contacts field.
• Link To Account Detail From Offices Tab - Select to link to the Account Detail screen from the Offices tab, if this account is a child account.

Please note that the following will be reflected on the Account Profile too:

• Address (all fields involved with the Address)
• Telephone
• Email
• Website

We have added the option to search for offices using Postcodes on the Office (dealer) tab on accounts.

This works for all UK postcodes (excluding Northern Ireland).

When enabled, it shows the closest offices to the user’s location. The postcode is pre-filled if the user already has an address, and if not, then the postcode they enter is automatically applied to their record.

Offices are then listed with the nearest ones on top, showing how many miles away they are.

This is all managed on the Account Profile and within each individual account record.

On the account record, you can select to enable on all accounts, and set the security clearance required by each user to do so.

• See step 1: Set up the Accounts Profile (Office Tab panel)

Display > Account Detail > Offices Tab

The Postcode setting allows users to find the closest Account based on their postcode.

* This needs to enabled via the Account Profile.

We have 2 scenarios:

1.- For logged out users or users who don’t have a postcode in Affino

2.- For logged in users who have a postcode already on their record

Users will see the Child Accounts details differently depending on the above.

Logic:

If the Account Profile has the Use Postcode Finder field checked, show the following.

• If they are a guest user or a logged-in user without a Postcode against their record, they need to enter their Postcode on the Postcode Field
• If they are a logged-in user with a Postcode on their Main Address, Affino will prefill their postcode stored against their record. They can delete and enter a new one.

Once a Postcode is in place, order the Accounts by closest and display the distance against each account.

* The text that appears above the postcode field "Enter your postcode to find the office closest to you" is a Text Item (which can be edited via the App Bar)

This is how Child Accounts appear to guest users or logged in users with no postcode:

This is how Child Accounts appear to logged in users with a postcode (in the results view):

Account pages and Directory pages are now linked.

Accounts can be accessed via the Directory page and vice versa.

Example:

From the Account Directory page, if a user clicks on "View Company Profile"

- they will be taken to the Account page (where the accounts' brand assets reside).

Clicking on the Directory tab, then the directory thumbnail, will take the user back to the account directory page.

When a directory does not have an associated account is appears as so:

In order to associate a directory to an account you must:

• Access the directory via the control side
• Scroll down and locate the Publication panel
• Within the panel you will see the Account field
• Click and select the desired account

• Once selected, save the directory
• The account is now associated with the directory.

As you can see, the View Company Profile button is now displayed:

This new button will enable you to click through to the account:

All articles related to an account can be accessed tagged directly with the account:

Just as we associate a directory to an account, we can associate an article to an account.

• Access the article via the control side
• Scroll down and locate the Publication panel
• Within the panel you will see the Account field
• Click and select the desired account

Once selected, click Save.

The article is now associated to the account:

Video and Audio are tabs can be made available on the account screen via the Account Profile:

Control > Security > Account Profiles > (Ad/Edit) > Detail panel: Tabs

The Video and Audio tabs will be populated via the Media Item Account field:

Control > Media > Media Items > (Add/Edit) > Publication panel: Account

If Media Item has a matching account, then the type of media will be shown under the respestive tab:

• Type: Video (shown under Video tab)
• Type: Audio (shown under Audio tab)

Note: Both Video and Audio tab are text items that can changed via the Application Bar.

Clients can analyse how each account screen is performing and how much traffic they are diverting to their site or contact points.

This is done through the Page Analysis tab: Control > Account > Page Analysis

Page Analysis showcases the full set of usage stats on the account page, including the views chart, recent account and users, and referring URLs.

The Clicks panel displays the following stats:

• Email Clicks: when a user clicks on the email address link on the Account detail screen
• Website Clicks: when a user clicks on the website link on the Account detail screen
• Offices Tab Clicks: when a user clicks on the Office tab on the Account detail screen
• Custom Tab Clicks: when a user clicks on the custom tab on the Account detail screen

Clicks are tracked from the current month and the previous 12 months.

The Stats panel captures the following:

• Total Impressions
• Impressions: Per Day
• Impressions: Last 12 Months

Also present in Page Analysis are the Recent Viewers and Referring URL's:

Note: If an Account has not been viewed, the Page Analysis tab will not be displayed.