Note: the glossary is still being populated with new steps and information.
Control > Social > Accounts
The Accounts screen is an important part of the CRM.
It displays all the accounts / clients that you have set up.
For more information, please read the following guides:
Control > Security > Account Export
The Account Export screen allows you to export accounts filtered by Account Type, Account Manager or Topic. If you want a full export, simply click the save button.
Control > Security > Account Import
The Account Export screen allows you to import your accounts and tag them with keywords.
For more information, please read the following guide
Control > Security > Account Merge
The Account Merge screen alows you to merge two duplicate accounts.
All of the information is transferred to the target account.
Control > Security > Account Profiles
The Account Profile screen is where you configure the Account listing and detail template.
For more information, please read the following guide:
Control > Analyse > Accounts Report
The Accounts Report lets you dive into the key engagement metrics for your accounts.
For more information, please read the following guide:
Control > Publish > Articles
Articles live within a section.
Example:
Articles can be media items or written articles (with media items as well).
The Articles screen allows you to sort through existing articles and also create/edit articles.
When you create an article you must set its presentation style and also the section under which the item will reside.
For more information, please read the following guide:
Control > Commerce > Catalogue Items
These are your eCommerce Items, generated from Standard Articles (Product Presentation Style) and various Media Types.
For more information, please read the following guides:
Control > Structure > Channels
Channels are at the top of the heirarchy when it comes to site structure.
When you create a channel you must select the type (i.e.):
Your channel will contain Sections which in turn contain articles.
Example:
You can see all the channel types on the Templates page on Demo.
For more information, please read the following guide:
Control > Commerce > Coupons
Set up and manage coupons that are based on Quantity, Value and Shipping.
For more information, please read the following guide:
Control > Commerce > Orders
Here you can review and manage your eCommerce and pro forma related orders.
These can be exported to a CSV.
For more information, please read the following guides:
Control > Structure > Sections
Sections are your secondary level of navigation.
Example:
Sections contain a specific group or collection of content items / media / articles .
When you create a section you must select the content type:
For more information, please read the following guide:
Topics are hierarchical categories which are used to identify, indicate and filter content.
For more information, please read the following guides:
Control > Structure > Zones
A Zone is a specifically grouped collection of Channels (i.e. a site)
It is a volume of Channels typically associated with a unique domain URL and language.
Example:
Your Affino instance can contain several zones as well.
Example:
When you create a zone you will need to have set up a corresponding User Profile.
Control > Security > User Profiles
Note: the user profile can not be changed after the Zone has been created.
For more information, please read the following guide:
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