Directory Setup Guide

Control > Structure > Channels > (Add/Edit)

Create a Channel of type Directory:

Provide the following information (note: all fields with an asterisk must be completed):

• Name: Enter a name to identify the channel
• Screen Name: Enter a unique Screen Name for the Section (this should be SEO friendly)
• Parent Channel: Select the Channel you want this one to appear under
• Language: Use the drop-down menu to select the display language for this Channel (e.g. 'Print this page' would be the English displayed version in the Tools menu)
• Presentation Style: select Advanced and/or the and Simple Directory styles (select more than one presentation style by using the [Ctrl] key)
• Default Presentation Style: select the Presentation Style which will be used as Default Presentation Style for all Articles within this Channel
• Default Media Library Channel: Select the Media Library where documents and images will be stored
• Skin: Select a Listing and Detail Skin
• Directory Profile: select the associated Directory Profile (you can do this later after you set up the profile)

Control > Structure > Sections > Section

The Section will be automatically generated after you have created the Channel.

The Section will be of type Directory Listing:

Control > Publish > Article Profiles > Add/Edit

In order for Clients to be able to tag their directories with topics (via the Live Editor) you will need to assign (if already created) the correct Article Profile to the Directory Article channel.

Note: Article Profiles are associated to Article Attributes (Control > Publish > Article Attributes > Add/Edit).

If not already created, setup a new Article Attribute:

Important fields:

• Name: give the Article Attribute a name related to the topics
• Type: choose Tick Box
• Parent Topic: choose the parent topic (the child topics will be the ones shown to the user for selection)

Once created, setup an Article Profile.

Important fields:

• Name: give the Article Profile a name
• Article Attributes: select the Article Attribute(s) related to this profile
• Channel: select the Article Directory that will show the topics selected in the Article Attribute (this will associate the Article Profile to the Article Directory channel)

Now, the Directory channel will have the Article Profile associated to it:

After this, users can select the child topics on the Live Edit screen:

Content Types

Control > Settings > Content Types

Content Types are used with Article Steps in order to classify what kind of content (Image, Audio, Video, Document) is shown.

For Directories, they are used in conjuction with the Directory Step Profile, so that your front end users can select the type of content they are allowed to upload.

Once your Content Type(s) are setup:

- your front end users will have them available as an option when they select Media > Manage Media on their directory:

Example:

Before the 'Image' content type setup:

After:

Directory Step Profile

Create a Directory Step Profile to limit the number of content types (Document, Image, Video, Audio) a user can upload on their directory, together with the amount of files and their size.

1.- Add a new row for each type of content allowed:

2.- Provide the following details:

• Name
• Content Type
• Label
• Number of Uploads
• Media Format

Note: if Image content type is selected, only image formats are allowed as these are displayed in a gallery.

• Hide Main Body: choose to hide the Main Body text on the display side

• Multimedia Upload Size Limit (MB): enter from 1 to 200 MB 
• Image Upload Size Limit (KB): enter from 1 to 5120 KB

Note: the Upload Size Limit is for the individual file

Alternative Help text:

• Title Alternative Help Text
• Thumbnail Alternative Help Text
• Main Body Alternative Help Text
• Multimedia Alternative Help Text

Text Items:

You can amend the default text items (for directories, directory articles, etc) if you so desire.

3.- Once the profile is setup, you will see the settings reflected on the display side for end users.

Example: Documents

Control > Settings > Directory Profiles > (Add/Edit)

You will need to create a Directory Profile so that it can be associated to the Directory channel.

The channel will inherit the settings from the directory profile.

Main fields:

• Name: Enter the Name that you wish to call this Online Directory Profile (please note that all entry fields designated with a tick mark are required fields)
• Description: Enter a description of the profile
• Teaser Character Limit: Enter a character limit for the Teaser text

• Main Body Character Limit: Enter a character limit for the Main Body text

• Step Text Character Limit: Enter a character limit for the Step Text
• Default Open Help Text: Check if you would like to open and display the Help Text against each field by default (the help text is displayed when you Manage > Edit Directory entry)

Help text shown:

Help text not shown:

• Hide Contact Supplier: Select to hide the Contact Supplier button across all directories entries

Enabled:

Disabled:

Topics Limit:

Here you can create tiers so that your Clients, based on the related security group, can tag their directory with a certain amount of topics (stemming from a specified Parent Topic).

Fields:

• Name: name of the Tier
• Topics Limit: the amount of topics that the tier allows users to tag their directory with
• Security: the security group associated to the tier

In essence, the Creator set on the directory article will need to be placed in the security group associated to the tier, so that they can tag their directory with 'X' amount of topics.

Example: Emily Dunst

She is the Creator of the Sherwin Williams directory:

She is set in the Basic Limit security group:

Thus, she can only tag her directory with 3 of the Child topics of the 'Materials - Paint' Parent topic:

Media

• Media Channel: Select the Media Library Channel to store media items that are uploaded
• Image Gallery Width: Input the Directory Gallery Width. If left blank and on lower breakpoints, this will default to 100%
• Show Thumbnail Upload: Tick to show Thumbnail upload option for end:users when using the self:service
• Show Main Image Upload: Tick to show Main Image upload option for end:users when using the self:service
• Show Generate Thumbnail: Tick to show Generate Thumbnail option for end:users when using the self:service. This will allow the end:user to generate a thumbnail image based on the Main Image. Note: This is only shown If you have selected Show Main Image Upload above
• Generate Thumbnail Selected By Default: If you have Show Generate Thumbnail selected above, then select this option if you want the Generate Thumbnail option to be checked by default for end:users when using the self:service

Directory Articles

• Directory Articles Profile: select the Directory Article Profile

Note: the Directory Article Profile serves to limit how many Directory Articles a Creator can upload to their Directory and the amount of topics they can tag their articles with.

Social Links

• Label: Set a label to reflect the social platform of your choice
• Icon: Upload an icon pertinent to the social platform

Field Lockdown

• Hide Teaser: Select to hide the Teaser field from the user's Edit Directory screen. A teaser can still be added to the listing screen on the Control side. If you wish to hide this, update the Show Item Teaser setting on the Design Element.
• Hide Stand: Select to hide Stand information

Steps

• Default Step Profile: Select the default Step Profile (this will be applied if the Step Profile is not selected on the directory article)
• Step Width: Set the Step Width for displaying the uploaded documents
• Image Align: Set the Image Alignment for displaying the thumbnails

Notifications

• Directory Administrators: Select the Contacts who will receive notifications each time a directory is updated.
• Notification Message: Enter the message to be sent to the administrators once a Directory details has been updated. You can use the following placeholders [_Administrator_Name_], [_Directory_Name_], [_Contact_Name_], [_Date_Time_]
• Notification Message (Steps): Enter the message to be sent to the administrators once a Directory Step has been update / media item added. You can use the following placeholders [_Administrator_Name_], [_Directory_Name_], [_Contact_Name_], [_Date_Time_]

Related Content

• Number Of Items Listed : Enter the number of items displayed within the element.

Notes:

• Show Thumnbail and Show Main Image upload control whether or not users can upload Main and Thumbnail images on their directory entries, and whether they want the thumbnail to be auto:generated from the main image upload. This gives you control over how much you want these elements to be managed or self:serviced by the directory entry owner

• You have the ability to ‘Paste as Text’ to the WYSIWYG main body field

• It is also possible to hide the Main Body text for each step (e.g. for videos this means users just uploading videos without having to add descriptive text for each one)

   

Control > Structure > Channels > Channel > (Add/Edit) > Profiles > Directory Profile

Add the Directory Profile to the Channel

This will implement the settings (defined on the profile) on the directories created under that channel.

Control > Publish > Article > Article Steps

You can also add Article Steps to a directory from the Control Side (not the front end).

These are related to the Content Types mentioned in the previous step:

Article Steps can display audio, image, video and document types which can be played, viewed or downloaded.

Provide the following information:

• Title (name of the Step)
• Content Type (select the correct Content Type, e.g. Images, Documents, etc)
• Step Image (use this field to upload images)
• Multimedia (use this field to upload documents, (e.g. a PDF, XLSX, etc), image, audio and video files
• Step Text (add content for the Step)

Image Gallery

To display images in an Image Gallery on the Directory, you must select Content Type: Image and use the Step Image field to upload the image

Note: you need to add more than 1 image for the gallery to be generated.

If you uploaded and image and the Content Type is not Image, it will display the image as normal, i.e. part of the content display.

Control > Publish > Article Import

You can also add directories by means of the Article Import.

Use the following columns to define the related settings for each directory:

• DirectoryStand
• DirectoryShowRelatedJobsYN
• DirectoryHideEmailYN
• DirectoryHideContactSupplier
• DirectoryStepProfileCode

Note: 

The Media Steps option will not be shown if the Directory Step Profile is not set.

Add the appropriate value to the "DirectoryStepProfileCode" column in the import file for the above not to occur.

You can amend the text items that appear on the screen from the Text Items panel.

Examples:

Cache Message

Social Share

Telephone

And so forth.

We have evolved the directory functionality so that Clients can give their partners and/or suppliers the ability to add articles and associate these with their directory.

For more information, please visit the Directory Articles Setup Guide.

Users can send a message to a Directory Owner by means of the Contact Supplier button:

Once a user sends a message to directory owner:

- Affino automatically connects them so they can carry on messaging moving forward.

Your Clients can add Youtube videos to their directory entry without the need to embed them using HTML code.

This can be done by simply using the Youtbe video link (URL).

To add the video, you must:

• Click on View Media within the directory

• At the bottom of the Manage Media screen, click the Add button on the Video option

Here you can:

• Set the Title to the video
• Place the Youtube video link (URL)
• Or upload a video using the Multimedia option (100MB max.)

Once finished, the video will be displayed on your partners’ / sponsors’ directory entry.

Control > Analyse > Directory Messaging Report

The Directory Messaging Report displays each communication generated by the Directory Contact Supplier button and also, if the Supplier replies back to the lead User.

Filters:

• Accounts
• Contacts
• Date From
• Date To

Columns: 

• Account Name: the Directory contact Account name that the lead user contacted
• Account Code: the Directory contact AccountCode that the lead user contacted
• Account Contact: the Directory contact first and last name that the lead user contacted
• Account Contact Code: the Directory contact UserCodethat the lead user contacted
• Lead Account: the lead user’s Account name that comes with the lead flag from the My Message screen
• Lead Account Code: the lead user’s AccountCode that comes with the lead flag from the My Message screen
• Lead Name: the lead user’s first and last name that comes with the lead flag from the My Message screen
• Lead Job Title: the lead user’s JobTitle that comes with the lead flag from the My Message screen
• Lead Contact Code: the lead user’s UserCode that comes with the lead flag from the My Message screen
• Direction: the CommunicationType (note: if Communication Type is a  Lead, then "Lead Notification" will be displayed. If Communication Type is a Supplier, then "Supplier Response" will be displayed
• Created: the date and timestamp of when the message was sent

The data can be exported to an XLSX file.

The following columns will be available in the export file:

• AccountName
• AccountCode
• UserCode
• UserFirstName
• UserLastName
• UserEmailAddress
• LeadAccountName
• LeadAccountCode
• LeadUserCode
• LeadUserFirstName
• LeadUserLastName
• LeadUserJobTitle
• LeadUserEmailAddress
• Direction
• Created