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Training Guide QUICK START GUIDE FOR TEAM LEADERS - June 3, 2015
SUPPORT CONTACTS
Sport Clips Support
mailto:[email protected]
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TABLE OF CONTENTS
TABLE OF CONTENTS ............................................................................................................................................................... 2
GENERAL INTRODUCTION FOR SYSTEM ACCESS AND FEATURE LOCATION ............................................................... 3
1.1. INTRODUCTION – ADMIN SITE URLS AND LOGIN SCREEN .............................................................................. 3
1.2. INTRODUCTION - IAPPS CONTENT MANAGER DASHBOARD ........................................................................... 4
1.3. INTRODUCTION - CUSTOM FEATURE DASHBOARD FUNCTIONALITY ............................................................ 5
QUICK START FOR COMMON SITE CONTENT MANAGEMENT ACTIONS ......................................................................... 10
2.1. HOW DO I ACCESS EACH SITE THAT I HAVE IN THE ADMIN WEBSITE? ....................................................... 10
2.2. HOW DO I CHANGE MY HOURS OF OPERATION? ............................................................................................ 12
2.3. HOW DO I CHANGE MY PHONE NUMBER OR VIEW MY LOCATION INFORMATION? ................................... 14
2.4. HOW DO I CHANGE OR VIEW MY SITE’S GENERAL PROFILE INFORMATION? ............................................ 16
2.5. HOW DO I CHANGE CONTENT ON A PAGE WITH THE INLINE EDITOR? ........................................................ 18
QUICK START FOR SPECIAL SPORT CLIPS FUNCTIONALITY (CUSTOM FEATURE DASHBOARD) .............................. 25
3.1. HOW DO I MANAGE REVIEWS PUBLISHED TO MY SITE? ................................................................................ 25
3.2. HOW DO I CHANGE PARTICIPATION STATUS FOR SPECIALS LIKE ‘HAIRCUTS FOR HEROES!’? ............. 30
3.3. HOW DO I ACCESS MY STORE’S IAPPS SOCIAL ACCOUNTS? ...................................................................... 32
3.4. HOW DO I CONNECT TO ELEMENTSLOCAL FOR EMAIL CAMPAIGNS AND PROFILE UPDATES? ............. 34
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General Introduction for System Access and Feature Location
1.1. Introduction – Admin Site URLs and Login Screen
Admin: http://www.sportclips.com/admin - you may access any of your store sites through the centralized
login on sportclips.com/admin through the site list or custom dashboard described in sections 1.2 and 1.3.
Individual Site Admin: http://yourdomain.com/admin – the content manager will be set for the domain you
chose and you may still switch to any of your store sites through the site list or custom dashboard described
in sections 1.2 and 1.3.
o Example: http://haircutmenarborwalkaustintx.com/admin
Login Screen – http://www.sportclips.com/admin
1. Enter your iApps User Name (email address).
*If you do not know your username, email [email protected]
2. Enter your password
3. ‘Select a Product’ - The ‘Content Manager’ product will be selected by default, use this option when
logging in to access most functionality.
4. Click the ‘Login’ button to access your sites on iApps.
http://www.sportclips.com/adminhttp://yourdomain.com/adminhttp://haircutmenarborwalkaustintx.com/admin
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1.2. Introduction - iAPPS Content Manager Dashboard
Log in to the administration (Admin) area through http://www.sportclips.com/admin or your store ‘website’s URL +
/admin’ (example: http://haircutmenarborwalkaustintx.com/admin ). Your Content Manager dashboard will appear
similar to the dashboard pictured below. The dashboard provides the tools to access the site editor (change store
webpage content), manage your stores profile attributes, or view your store’s location / address information. To
switch to a different store site, use the site selection control (#5) pictured below or the custom feature dashboard
covered in section 1.3.
Content Manager Dashboard
1. Content Manager Main Menu – You may return to the Content Manager dashboard from any location
within iApps by clicking this menu item
2. Jump to Site Editor – Navigate to the Front End of the Store Website for site content editing.
3. Attributes – Click to open the custom store site profile attributes (store hours and birthday club)
4. Geo Attributes – View the site’s address, Google maps pin location, and contact information
5. Site Selection Controls – If you have access to more than one store site, you may select another store
site by using the ‘keyword search for variant sites’ site listing control. Your current store site is displayed
directly above the site list search area. It is important to note that the Content Manager dashboard is
designed for working with a single store site; you may switch to any of your other authorized store sites at
any time.
http://www.sportclips.com/adminhttp://haircutmenarborwalkaustintx.com/admin
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1.3. Introduction - Custom Feature Dashboard Functionality
The next area that you will need to access is the custom feature dashboard. It is from within the custom feature
dashboard that you will find the special tools needed to access features for managing Listen360 reviews
published to your sites, connecting with your store site’s iApps social accounts, opting in / out of participation
pages, and signing into ElementsLocal to use the Team Leader Email application. The tabs and buttons used to
access the special features are all located within ‘Regions 3 and 4’ of each feature (‘Regions 3 and an example of
4’ are pictured below).
It is also important to note that the custom feature dashboard displays information for all of your authorized store
sites in one location; you do not need to switch store sites like you are required to do for the content manager.
The dashboard’s site context is managed by using filters (pictured below in ‘Region 2’) to set the store site or sites
that you want to work with. The default setting for the filters is all available store sites.
The custom feature dashboard is available throughout the system by clicking on the top left menu named
‘Dashboard’ that is pictured below in ‘Region 1’.
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(Region 1) – Custom Dashboard Navigation Menus
The main navigation menu for the custom dashboard is available to any user of the system with CMS
authorization to one or more store sites. After the user signs into iAPPS for any store site, the custom dashboard
menu item will be available in the top left corner of the main navigation area. Select the ‘Dashboard’ menu item to
display the following menu structure for custom Sport Clips menu items:
1. Custom Dashboard: The primary menu item used to access custom Sport Clips customization tools
2. Home / Site Listing:
a. Menu item to access the user’s full listing of Content Manager authorized store sites and links to
site specific functionality
b. The home / site listing page will provide the user with the ability to:
i. Switch to Content Manager for authorized sites
ii. Navigate to the public websites for authorized sites
iii. Single Sign-on to ElementsLocal Team Leader Email App for authorized store sites
3. Store Social Accounts (iAPPS Social):
a. Menu item to access the user’s full listing of iAPPS Social user accounts that are available based
on the user’s Content Manager authorized list of store sites
b. The Store Social Accounts listing page will provide the user with the ability to access their site’s
store iAPPS Social accounts.
4. Review Manager:
a. Menu item to access the user’s review manager functionality for Listen360 reviews
b. The review management area will provide the user with the ability to:
i. Single Sign-on to a site’s Listen360 account (where configured)
ii. Publish or Archive Reviews
iii. View, Edit, Copy, or Move reviews
5. Participation Pages: Menu item to access the user’s mass assignment feature for opting in or out of one
or more Sport Clips USA store participation pages. This is a new feature for national promotions.
(Region 2) – Custom Dashboard Site Context Filters (Multi-Store Management)
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The custom dashboard’s site context filters are used to change the selection of store sites that will be used for the
dashboard functionality (context filters only apply to the custom dashboard functionality – not editing web page
content). The features described below in this document will contain sections that describe how the filters are
applied to the functionality.
The availability and selection values of the filters are based on the user’s CMS site security assignments. The
filters automatically adjust to ensure that at least one store site will match the filter criteria. The sites tab is the
ideal location to see the store sites included by the current filter selection.
The user may type in a filter textbox to search for a filter list item, but the list item must be selected to apply a
filter.
1. States Filter (if you are a TL with stores in multiple states)
a. The states filter may be used to select all store sites with a primary address that matches the
selected state
b. The states filter will list all available states that are assigned to the user’s authorized list of store
sites
2. Site Groups Filter
a. The site groups filters will list all available groups that are assigned to the user’s authorized list of
sites
b. Site group assignments are used to represent the following in designated groups:
i. Metro Site assignment: City, State
ii. Sport Clips DMA/Ad Fund assignment: State abbreviation + 3 digital number (example:
AK100)
iii. Team Leader ownership: {First Name} {Last Name}
3. Store Number Filter
a. The store number filter provides the ability to select a single store site by its associated ‘External
ID’ (Store Number – TX101)
4. Site Filter
a. The site filter provides the ability to select a single site by its Site Name (Sport Clips Bastrop)
5. Clear / Reset Filters Icon
a. The clear / reset filters icon may be clicked to quickly clear all filters and restore the user’s
context to all available sites.
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(Region 3) – Custom Dashboard Tabs
The custom dashboard’s tabs are an alternative to using the sub-navigation menus to access the custom
dashboard functionality.
1. Sites:
a. Tab item to access the user’s full listing of Content Manager authorized store sites and links to
site specific functionality
b. The home / site listing page will provide the user with the ability to:
i. Switch to Content Manager for authorized sites
ii. Navigate to the store site editor for authorized sites
iii. Single Sign-on to ElementsLocal Team Leader Email App for authorized sites
2. Store Social Accounts:
a. Tab item to access the user’s full listing of iAPPS Social user accounts that are available based
on the user’s Content Manager authorized list of store sites
b. The Store Social Accounts listing page will provide the user with the ability to sign in to their site’s
store social accounts.
3. Reviews:
a. Tab item to access the user’s review manager tools for Listen360 reviews
b. The review management area will provide the user with the ability to:
i. Single Sign-on to a site’s Listen360 account (where configured)
ii. Publish or Archive Reviews
iii. View, Edit, Copy, or Move reviews
4. Participation Pages:
a. Tab item to access the user’s mass assignment tools for opting in or out of one or more Sport
Clips store participation pages
(Region 4) – Custom Dashboard Common Grid Functionality
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Many of the custom dashboard’s features implement data grids like the one pictured below. The following grid
controls are common throughout the implementation.
1. Export to CSV: All custom dashboard grids contain an ‘Export to CSV’ link. In many cases, the export
file will contain additional data columns that are not displayed on the screen.
a. The export contains all rows of data and applies the current sort or filters where applicable
2. Grid Sort Selection: The ‘Sort’ menu provides the ability to see or change the current grid sort order.
Click the currently active sort column to toggle ascending or descending sort.
3. Number of rows to display: The ‘Show’ menu provides to the ability to see or change the number of
rows displayed on the screen.
4. Grid paging controls: The paging controls provide the user with the ability to navigate through the all
rows of data by the number of rows selected for display.
In addition to the common controls for managing the display and export of grid content, many grid areas provide
buttons to access additional functionality when a grid row is selected as pictured above.
1. Selected Row: click a grid row to display the action buttons that are available for the selected item. Note:
in some instances, grids are used for display only and no actions are available.
2. 3. And 4. Action Buttons: These are examples of actions buttons that are displayed when a row is
selected. This document contains descriptions for each of the available action buttons by feature.
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Quick Start for Common Site Content Management Actions
2.1. How Do I Access Each Store Site that I Have in the Admin Website?
When you first sign into iApps through the main admin website entry point of http://www.sportclips.com/admin ,
your first available site will be selected by default for the Content Manager. If you have more than one store site,
you can one use several different options for selecting a site.
You may switch sites using the upper right corner site listing control or your custom dashboard. The next
two sections describe how to use both of these options
Access a Different Site by Using the Site Listing Control
1. Click or type in the site listing control found in the upper right corner of the screen
2. The items in the list within the gray shared areas are called ‘Site Groups’. The site groups are used to
display the associations that your store sites have with other entities in the system. In this example the
site groups represent the ‘Team Leader’ name and Metro site associations for your store sites.
3. Click the store site that you would like to switch to. Note: your store sites will be listed multiple times in
the list based on their associations with site groups.
http://www.sportclips.com/admin
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Access a Different Site Through the Custom Feature Dashboard
1. Click the top level ‘Dashboard’ menu item to access your list of available sites. The default dashboard
view will be the Home / Sites listing.
2. ‘Home’ submenu selection – If you are working within the custom feature dashboard, you can click the
‘Home’ menu at any time to access your store site list.
3. ‘Sites’ tab selection – If you are working within the custom feature dashboard, you can click the ‘Sites’ tab
at any time to access your site list.
4. Selected Site – To access site specific actions, click a site row in the sites listing grid. Once selected, the
site specific options will be displayed (bullet number five)
5. Switch to a Store Site – There are two options for switching sites within this area:
a. Jump to CMS: Click this button to switch to the Content Manager for the selected site
b. Jump to Site: Click this button to navigate to the store site editor for the selected site
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2.2. How Do I Change My Hours of Operation?
Your store site’s hours of operation are managed through its profile attributes which may be accessed through the
Content Manager dashboard pictured below. If you have previously managed your hours of operation through
ElementsLocal, the list of attributes and values will be slightly different from what you are used to. Please take a
moment to review the ‘Hours of Operation Profile Attribute Changes’ section below for additional details on the
changes.
Accessing Site Profile Attributes From the Content Manager Dashboard
To access the store site profile attributes to change hours of operation:
4. Select the ‘Content Manager’ navigation menu
5. Click the Attributes dashboard element to open the attributes management dialog
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Hours of Operation Profile Attribute Changes
Hours of operation are now explicit by day and support up to four special conditions (holidays, special notes,
exceptions). In addition to the daily entry changes, you should no longer enter the ‘day name’ in the textbox. The
‘day name’ will be displayed on the page directly. The new four special condition fields are free form text to
support the wide variety of messages that you may need to communicate about holidays or exceptions.
It is extremely important to utilize a consistent format for time entries of specific days (Sun-Sat). The
specific days will be shared with other external services that require a consistent pattern.
1. Hours of operation are now explicit by day and special conditions (up to four). Please do not enter the
name of the day (Monday, Sunday etc.) in the attributes designated for a specific day. The day of the
week will be supplied by the system.
2. Daily hours should follow the pattern illustrated: 9am-8pm or 9:30am-7:15pm as examples
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2.3. How Do I Change My Phone Number or View My Location Information?
Your store site’s address, map pin location, and phone number are managed through its GEO attributes which
may be accessed through the Content Manager dashboard pictured below. You may change your phone number
but all of the address and map information will be ‘view only’ and may be changed by submitting a request
through your support network: [email protected] .
Accessing Site GEO Attributes From the Content Manager Dashboard
To access the site geo attributes to change hours of operation:
1. Select the ‘Content Manager’ navigation menu
2. Click the ‘Geo Attributes’ dashboard element to open the management dialog
mailto:[email protected]
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Geo Attributes – Change Phone Number or View Location Information
1. The phone number is the only attribute that you can change without submitting a support request to:
2. The map pin displays the location used for display on the store locator of the sportclips.com.
3. If you have modified the phone number, click the ‘Save’ button otherwise click the ‘Cancel’ button to close
the dialog.
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2.4. How Do I Change or View My Store Site’s General Profile Information?
The store site’s general profile information is also managed through its profile attributes which may be accessed
through the Content Manager dashboard pictured below.
Accessing Store Site Profile Attributes From the Content Manager Dashboard
To access the site profile attributes to change hours of operation:
1. Select the ‘Content Manager’ navigation menu
2. Click the Attributes dashboard element to open the attributes management dialog
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General Profile Information
In addition to hours of operation, the profile attributes area contains other values that you may configure for use
as site content, integration with 3rd
party services, and other functionality.
Important: Your iApps site profile information is not currently used for email campaigns (future enhancement
currently being developed for Sport Clips). You must change your site profile information in both iApps and
ElementsLocal until the iApps email campaign management program is released.
1. Enter or select a value for one or more attributes, also make the change for your site in ElementsLocal if
relevant to support email campaigns. If you have questions about a specific profile attribute, please
contact support at: [email protected]
2. Click the ‘Save’ button to save your changes or ‘Cancel’ and close the dialog.
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2.5. How Do I Change Content on a Store Page with the Inline Editor?
Several of the pages of your store site have one or more content areas that you are authorized to change. The
process for editing page content will be the same for each page and this section will illustrate the process for
editing your store site’s home page.
Accessing The Site Editor From the Content Manager Dashboard
1. Select the Content Manager Menu Item
2. Click the Jump to Site Editor button on the Content Manager Dashboard
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Inline Editor Toolbar Controls
1. Main menu with options to return to the iAPPS Content Manager admin site or sign out
2. Icon to view the page live without the editor elements
3. While in live view, you may navigate the pages of the site. Click the ‘Edit Page’ icon to edit the current
page. You will use this functionality to edit other pages that you are authorized to change.
4. The Page Actions menu contains a menu item to save a draft version of the page
5. The Workflow menu contains menu items to publish the page
To change content on other pages, simply navigate your website to the page that you want to change and click
the ‘Edit Page’ icon (bullet 3) while viewing the page. The following sections illustrate basic content editing for
your sites.
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Identifying Editable Areas of a Page
The home page image above displays the two inline editable content elements for a Team Leader.
1. Marker icon used to identify an editable content area
2. Marker icon used to identify an editable content area
Select a Content Area for Edit
In Site Editor, click on the marker icon within the area you wish to edit and select ‘Edit Text’ from the fly-out menu.
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IAPPS Editor Toolbar
1. Library image toolbar icon, use this icon to select an existing image or to add a new image to the page /
library
2. Toggle between the HTML source code or the Editor box (note, you do not ever need to use the source
button unless you want to input HTML).
3. Sample editable content area with a library image selected. Make the desired changes within this area
4. Click ‘Save As’ in the Editor box to apply your changes to the page. (Refer to page 24 to finalize all
changes)
5. Paste text from word or another source. Use this tool to paste text content, this removes any unessary
characters that may result from copy and pasting.
6. Link text or photos to another URL
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Detailed View into Your Editable Areas of the Page Templates
Page Templates (Green Highlighted Items are editable by a Team Leader)
Page Template Name and Image General Usage TL Editable Areas
Home Page
Home Page
Content – highlight
local promotions
or offers
Help A Hero graphic
– can be changed to
add additional
content or photos
It’s Called the MVP
graphic – can be
changed to add
additional content
or photos.
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Page Template Name and Image General Usage TL Editable Areas
Local Promotions and Partnerships
This template will
be used to display
TL Local
Marketing
Promotions and
Partnerships
Entire Page is
editable.
Page Template Name and Image General Usage TL Editable Areas
About Us – Map & Hours
This page displays
your store hours
and map along
with other store
specific
information.
1) Photo Edit only
– this is a good
place to include
a picture of your
store front or
inside your
store.
2) Text or photo
container
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Publish the Page Changes
Find the ‘Workflow’ menu in the ‘Inline Editor Toolbar Controls’ located at the top of the page
Move your mouse over the ‘Workflow’ menu and select the ‘Publish Now’ menu item to immediately update the
page on the live site. You must select this to finalize all changes to your site.
Page Template Name and Image General Usage TL Editable Areas
Connect With Us Page
Clients can sign
up for store emails
(TL email App) or
connect with store
Facebook and
Twitter pages.
This section is
editable with photos
or text, this would
be a good place to
add Yelp pages or
any other online
pages or
promotions.
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Quick Start for Special Sport Clips Functionality (Custom Feature Dashboard)
4.1. How Do I Manage Reviews Published to My Site?
The reviews listed on your sites are controlled through the ‘Review Manager’ feature that is accessible through
the ‘Custom Feature Dashboard’.
The review manager nightly import service has been implemented on iAPPS to ensure that the latest reviews
from Listen 360 are available for publishing to your sites.
The sections below describe the review manager screens that will be used to selectively publish, archive, copy,
edit, and view reviews. The site context filters of the custom feature dashboard may be used with the review
manager summary and detail reporting functionality to provide you with the ability to see all or a filtered list of your
authorized site's reviews from within a single area.
For more information regarding the ‘Custom Feature Dashboard’ please review section '1.3 Introduction - Custom
Feature Dashboard Functionality'.
Accessing Review Manager From the Custom Feature Dashboard
1. Select the ‘Dashboard’ menu item. Once you have navigated to the custom feature dashboard you may
use either of the following elements to access the review manager.
2. Click the ‘Reviews’ submenu item to access the review manager
3. Click the ‘Reviews’ tab to access the review manager
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Review Manager – Reporting and Report Controls
1. Start Date: the earliest review submission date for the report
2. End Date: the latest review submission date for the report
3. Review Source: Select the source of the reviews for the report
a. L360 (Listen 360)
4. Minimum Rating: The lowest rating to include in the report
5. Maximum Rating: The highest rating to include in the report
6. Summary Report: Generates a report for review averages within the selected report criteria by site
7. Reviews with Comments: when checked, only includes reviews that contain comments
8. Pending Reviews: when checked, only includes reviews that have a pending status
9. Published Reviews: when checked, only includes reviews that are published to a site
10. Archived Reviews: when checked, only includes reviews that have been archived
11. Reviews with Name: when checked, only includes reviews with a customer name
12. Submit: Click to generate the report with the selected criteria
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Review Manager – Reporting and Site Context
The site context filters are used to restrict the results of the generated report (summary or detail) to only include
reviews for sites that match the current context.
1. In this example, the detailed reviews report will only include reviews that belong to the selected team
leader.
2. Summary Report – Automatically adjusts to the site context changes
3. Detailed Report – Automatically adjusts to the site context changes
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Review Manager – View Review Detail
The detailed review report provides the ability to view or edit a selected review. The following screenshot
demonstrates the steps to view a review.
1. Generate a ‘Detailed Report’
2. Select a review grid row (store specific).
3. Click the ‘View’ button to view the selected review’s details.
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Review Manager – Edit Review Detail To Publish or Remove Reviews from Your Store Site
The detailed review report provides the ability to view or edit a selected review. The following screenshot
demonstrates the steps to edit a review. Review editing includes the ability to change status between Pending,
Published, and Archived as well as basic editing. The basic editing includes the ability to change the review
comments, copy the review to another site, or move the review to another site. Reviews marked as ‘Published’
are the only reviews that will be listed on your site. To remove a review, simply change the status to ‘Archived’.
1. Select the review row from a detailed review report
2. Click the ‘Edit’ button to edit the selected review.
3. Status: change the review’s status:
a. Pending: waiting to be reviewed
b. Archived: the review has been reviewed and will not be published to the store site
c. Published: the review has been reviewed and is published to the store site
4. Comments: Modify the review comments if needed
5. Copy / Move:
a. Copy: Duplicates the review to another selected site (item #6)
b. Move: Removes the review from the current site and assigns the review to the selected site (item
#6)
6. Site: select the target site for the move or copy operation
7. ‘Update’: instantly applies the changes to the review
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4.2. How Do I Change Participation Status for Specials like ‘Haircuts for Heroes!’?
Sport Clips creates store locator landing pages for campaigns such as American Red Cross Donors and ‘Haircuts
for Heroes! – HAH Free Haircut Day. These locator landing pages are ‘Participation Pages’. The ‘Participation
Page’ functionality of the custom feature dashboard provides the ability for you to opt in / out for one or more of
your store sites. This feature is only applicable for specific national promotions. Promotions with participation
page requirements will be outlined in the campaign specific POP playbook and Quick Pitch, when utilized.
This feature uses the site context filters to limit the store sites listed in the available / participating lists. Store
participation is not affected for any locations outside of your current viewing context.
Users may also change the opt-in status for an individual store site through their store’s profile attributes.
For more information on the types and schedule of participation pages, please contact support:
Accessing Participation Pages Opt in / out Functionality From the Custom Feature Dashboard
1. Select the ‘Dashboard’ menu item. Once you have navigated to the custom feature dashboard you may
use either of the following elements to access the participation pages feature.
2. Click the ‘Participation Pages’ submenu item to access the ability to opt in / out.
3. Click the ‘Participation Pages’ tab to access the ability to opt in / out.
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Participation Pages – Change Opt-in Status
1. Filters may be used to change the list of sites available for assignment
2. Select the participation page to toggle between different pages that are available
3. Available Locations: all store sites within the current site context that are not currently participating
4. Move selections (one or more selected stores in the list control) right or left to change the participation
status.
5. Participating Locations: all stores with the current site context that are participating
6. ‘Save Participants’: Click to save your changes
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4.3. How Do I Access My Store’s iApps Social Accounts?
The store social accounts listing page displays a list of accounts that have been configured for iAPPS Social
access for each of your authorized store sites. This feature is used to access a selected site’s social account in
iAPPS Social as the store user.
The site context filters are used to limit the social accounts displayed based on the association with the matching
sites of the current filter selection.
For more information on iAPPs Social please review your iAPPs Social user guide.
Accessing Store iApps Social Accounts From the Custom Feature Dashboard
1. Select the ‘Dashboard’ menu item. Once you have navigated to the custom feature dashboard you may
use either of the following elements to access the store social accounts feature.
2. Click the ‘Store Social Accounts’ submenu item to access your store(s) iAPPS Social accounts.
3. Click the ‘Store Social Accounts’ tab to access your store(s) iAPPS social accounts.
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Connect to a Store’s iAPPS Social Account
1. Select the store account to access from within the store social accounts listing.
2. Upon account selection, the ‘Open Social’ button is displayed for the selected store user account. Click
the button to open a new window and establish a session for iAPPS Social as the selected store user.
a. Note: If prompted by a ‘pop-up blocker’, select ‘Allow’ or ‘Always Allow’ to enable the site to open
a new browser window
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4.4. How Do I Connect to ElementsLocal for Email Campaigns and Profile Updates?
The home / site listing page provides the ability to connect to ElementsLocal for a selected store site. You will
connect to ElementsLocal to access the Team Leader Email Campaign application as well make store site profile
attribute updates for use with those campaigns.
Note: The ability to connect with ElementsLocal will be maintained until the Sport Clips iAPPs Marketier Email
Campaign Project is released (fall 2015).
Accessing ElementsLocal From the Custom Feature Dashboard
1. Select the ‘Dashboard’ menu item. Once you have navigated to the custom feature dashboard you may
click either of the following to access Elementslocal Team Leader Email Application.
2. Click the ‘Home’ submenu item to access your authorized list of sites.
3. Click the ‘Sites’ tab to access your authorized list of sites.
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Connect to a Site on ElementsLocal
1. To access ElementsLocal, click the site in the list to display the ‘Jump to ElementsLocal’ button.
2. Click the ‘Jump to ElementsLocal’ button to open a new window that will connect into ElementsLocal for
the selected site. Use this button to access ElementsLocal for the Team Leader Email Application
functionality or to update the profile of the selected site for email campaigns only.
3. For information on how to use the TL Email App within Elementslocal, please refer to the tutorial on BAM
Online – Digital Resources or email [email protected] for additional information.
mailto:[email protected]
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