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Convey Master Agents 07-26-18

Alliance PartnersTSX MembersIndependent Master Agents

Sell Sheets
Sell Sheets
Reports

Reports allow administrators to analyze catalog, post, members or user activity, and retrieve data from administration, forms or surveys & ...

Training
Training
Get Viewers into Your Catalog - 3 Simple Steps

Getting people off the home page and into your catalog is important if you want them to know who you are, what you sell, the type of ...

Tips and Hints
Tips and Hints
Get Viewers into Your Catalog - 3 Simple Techniques

Tip and Hint from Carolyn Bradfield

Tips & Hints
Tips & Hints
Events

Training
Training
Quick Posts

Training
Training
Catalog/Portfolio Terms on Convey

Terms & Specifications for Catalog/Portfolio Pages

Training
Training
​Catalog Pages

Catalog Pages appear above the banners on the catalog home page and allow you to display additional information. Common pages displayed ...

Training
Training
Catalog Contacts

Contacts allows you to display contact information in the header of the catalog. The contact section contains name, email and phone, a ...

Training
Training
Catalog Background

The catalog background is the image or solid color that appears behind the center of the catalog. Catalog backgrounds add to the look and ...

Training
Training
Blog Posts

Blog Posts are a great way to keep audiences engaged with you during your downtime when you are in between more important posts.

Training
Training
Catalog About Section

The about section of your catalog contains the catalog title, catalog description, keywords for the search engine. A catalog logo and ...

Training
Training
Content Posts

Content Posts have uploaded files that can be viewed online, downloaded or shared by email.

Training
Training
Survey & Quiz

Create surveys and quizzes and apply them to posts for viewers or members to take them.

Training
Training
Industry Keywords

Use keywords to help your viewers find catalogs and posts.

Training
Training
Announce

Announce lets a catalog generate an email about a post to an email list they maintain inside the catalog.

Training
Training
Email Sharing

Posts can be shared by email in 1 touch. Each “shared” email produces a unique URL for that post

Training
Training
Site Access

Public sites allow anyone with the URL to access them. Private sites require a login.

Training
Training
Featured Boxes

Feature Boxes are 3 large areas on the home page right below the banners. The boxes can feature catalogs and posts, hold a calendar of ...

Training
Training
Popular and More Sections

The Popular & More sections showcase posts & catalogs on the home page. The sections can be turned off or automated.

Training
Training
Vocabulary

Vocabulary allows you to change the terminology on your site anywhere it appears. Search sections can also be completely hidden from view ...

Training
Training
Site Pages

Site pages contain graphics, text, forms, videos and links. They can be directories of posts or catalogs.

Training
Training
Social Sharing

Social Sharing allows viewers to share posts on social media outlets such as Facebook or LInkedIn

Training
Training
Site Calendar

The site event calendar appears as a feature box on the home page. It holds events added from all or selected catalogs and can be automated

Training
Training
Site Banners

Site banners appear below the header & pages and are added by a site administrator, by selected catalog administrators or through ...

Training
Training
Site Background

The site background is the image or solid color that appears behind the center of the site. Site backgrounds add to the look and feel of ...

Training
Training
Post Types

Post types tell the viewer what type of content they will look at. Post types may include product literature, training videos, case ...

Training
Training
Post Add-Ons

Post Add Ons are additional options that can be turned on for the site or for certain catalogs.

Training
Training
Header and Logo

The header & logo function lets you add a site header, logo, favicon and set the colors for the search & navigation bars.

Training
Training
Applications

Applications lets you create a sign up process for new site members or catalog owners.

Training
Training
Members Only Posts

Members Only posts are “private” and viewable by specific member types.

Training
Training
Member Dashboard Set Up

Member Dashboards organize and display content and catalogs for the member to create a personalized experience. Dashboards can also contain ...

Training
Training
Catalog Administration

Catalog Administration manages data for catalogs, catalog administrators and contacts.

Training
Training
Less Can Be More

Today’s content consumer tweets, chats, instant messages, and texts. They consume information in smaller and smaller portions and want ...

CEO Insights
CEO Insights
Wisdom from Convey Subscribers

Mitch Lopez from Spectrum Business Offers Creative Ideas

CEO Insights
CEO Insights
Lights, Camera, Action!

Creating Calls to Action inside a Catalog

CEO Insights
CEO Insights
Sales Partners Are Looking

Convey took a look recently at the traffic to our 38 master agent sites with over 11,000 total members and here is what we discovered. In ...

CEO Insights
CEO Insights

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